IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,859,065 shares; 2024Q4: 1,903,284 shares; 2025Q1: 1,599,221 shares; 2025Q2: 1,585,258 shares; 2025Q3: 1,603,253 shares; 2025Q4: 1,717,450 shares; 2026Q1: 1,673,647 shares 1,673,647 $1.06B 17.16% -43,803 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,627 shares; 2024Q4: 110,627 shares; 2025Q1: 110,627 shares; 2025Q2: 71,727 shares; 2025Q3: 2,771,727 shares; 2025Q4: 2,771,727 shares; 2026Q1: 8,612,363 shares 8,612,363 $939M 15.16% +5,840,636 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000,000 shares; 2025Q4: 6,000,000 shares; 2026Q1: 12,909,176 shares 12,909,176 $650M 10.5% +6,909,176 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 887,807 shares; 2024Q4: 892,807 shares; 2025Q1: 911,307 shares; 2025Q2: 893,407 shares; 2025Q3: 894,407 shares; 2025Q4: 906,307 shares; 2026Q1: 900,207 shares 900,207 $503M 8.11% -6,100 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,492,250 shares; 2024Q4: 1,544,050 shares; 2025Q1: 1,623,850 shares; 2025Q2: 1,670,950 shares; 2025Q3: 1,624,450 shares; 2025Q4: 1,657,750 shares; 2026Q1: 1,608,750 shares 1,608,750 $484M 7.82% -49,000 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,108,527 shares; 2024Q4: 5,149,957 shares; 2025Q1: 5,108,527 shares; 2025Q2: 5,108,527 shares; 2025Q3: 5,108,527 shares; 2025Q4: 5,108,527 shares; 2026Q1: 5,108,527 shares 5,108,527 $405M 6.54% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,840,027 shares; 2024Q4: 6,840,027 shares; 2025Q1: 6,840,027 shares; 2025Q2: 6,840,027 shares; 2025Q3: 6,840,027 shares; 2025Q4: 6,840,027 shares; 2026Q1: 6,840,027 shares 6,840,027 $360M 5.8% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,069 shares; 2024Q4: 23,921 shares; 2025Q1: 204,961 shares; 2025Q2: 789,847 shares; 2025Q3: 811,512 shares; 2025Q4: 884,856 shares; 2026Q1: 866,336 shares 866,336 $120M 1.93% -18,520 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,639,681 shares; 2024Q4: 13,639,681 shares; 2025Q1: 13,639,681 shares; 2025Q2: 13,639,681 shares; 2025Q3: 13,639,681 shares; 2025Q4: 13,639,681 shares; 2026Q1: 13,639,681 shares 13,639,681 $112M 1.81% 0 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 717,945 shares; 2024Q4: 738,170 shares; 2025Q1: 511,703 shares; 2025Q2: 483,487 shares; 2025Q3: 539,000 shares; 2025Q4: 654,567 shares; 2026Q1: 649,229 shares 649,229 $66.3M 1.07% -5,338 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 406,567 shares; 2026Q1: 605,230 shares 605,230 $56.6M 0.91% +198,663 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,418 shares; 2024Q4: 58,882 shares; 2025Q1: 111,583 shares; 2025Q2: 89,367 shares; 2025Q3: 114,785 shares; 2025Q4: 97,330 shares; 2026Q1: 78,005 shares 78,005 $50.7M 0.82% -19,325 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,341 shares; 2024Q4: 249,042 shares; 2025Q1: 314,245 shares; 2025Q2: 358,101 shares; 2025Q3: 311,111 shares; 2025Q4: 288,921 shares; 2026Q1: 265,375 shares 265,375 $47.8M 0.77% -23,546 Timeline ARX ACCELERANT HOLDINGS More: the full row for ACCELERANT HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,128,867 shares; 2025Q4: 3,128,867 shares; 2026Q1: 3,128,867 shares 3,128,867 $46.1M 0.74% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 445,500 shares; 2025Q3: 1,183,000 shares; 2025Q4: 1,191,000 shares; 2026Q1: 1,236,891 shares 1,236,891 $45.6M 0.74% +45,891 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,023,735 shares; 2024Q4: 861,464 shares; 2025Q1: 727,628 shares; 2025Q2: 675,802 shares; 2025Q3: 668,860 shares; 2025Q4: 539,228 shares; 2026Q1: 428,469 shares 428,469 $41.6M 0.67% -110,759 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 870,000 shares; 2024Q4: 870,000 shares; 2025Q1: 780,000 shares; 2025Q2: 780,000 shares; 2025Q3: 780,000 shares; 2025Q4: 780,000 shares; 2026Q1: 780,000 shares 780,000 $39.7M 0.64% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,263,950 shares; 2024Q4: 568,033 shares; 2025Q1: 468,069 shares; 2025Q2: 438,776 shares; 2025Q3: 446,693 shares; 2025Q4: 378,880 shares; 2026Q1: 270,943 shares 270,943 $35.6M 0.57% -107,937 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 567,647 shares; 2025Q2: 567,647 shares; 2025Q3: 530,684 shares; 2025Q4: 197,788 shares; 2026Q1: 603,890 shares 603,890 $34.3M 0.55% +406,102 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,433 shares; 2024Q4: 17,178 shares; 2025Q1: 682,193 shares; 2025Q2: 723,437 shares; 2025Q3: 566,323 shares; 2025Q4: 472,278 shares; 2026Q1: 469,187 shares 469,187 $31.9M 0.51% -3,091 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,085 shares; 2024Q4: 36,110 shares; 2025Q1: 36,110 shares; 2025Q2: 198,666 shares; 2025Q3: 198,666 shares; 2025Q4: 177,148 shares; 2026Q1: 335,770 shares 335,770 $28.4M 0.46% +158,622 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 424,811 shares; 2025Q4: 466,291 shares; 2026Q1: 482,660 shares 482,660 $28.1M 0.45% +16,369 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 143,032 shares 143,032 $27.8M 0.45% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 616,692 shares; 2024Q4: 595,818 shares; 2025Q1: 629,394 shares; 2025Q2: 642,944 shares; 2025Q3: 631,843 shares; 2025Q4: 659,861 shares; 2026Q1: 288,213 shares 288,213 $27.5M 0.44% -371,648 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 894,747 shares; 2024Q4: 482,068 shares; 2025Q1: 324,565 shares; 2025Q2: 289,429 shares; 2025Q3: 278,498 shares; 2025Q4: 258,726 shares; 2026Q1: 203,034 shares 203,034 $21.3M 0.34% -55,692 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,641 shares; 2024Q4: 52,541 shares; 2025Q1: 39,721 shares; 2025Q2: 35,299 shares; 2025Q3: 35,299 shares; 2025Q4: 35,299 shares; 2026Q1: 35,299 shares 35,299 $21.1M 0.34% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,780 shares; 2024Q4: 18,474 shares; 2025Q1: 18,474 shares; 2025Q2: 15,411 shares; 2025Q3: 15,411 shares; 2025Q4: 38,218 shares; 2026Q1: 29,983 shares 29,983 $20.9M 0.34% -8,235 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,613 shares; 2024Q4: 79,668 shares; 2025Q1: 44,794 shares; 2025Q2: 44,575 shares; 2025Q3: 92,405 shares; 2025Q4: 92,398 shares; 2026Q1: 100,446 shares 100,446 $20.8M 0.34% +8,048 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313,189 shares; 2024Q4: 300,030 shares; 2025Q1: 291,272 shares; 2025Q2: 229,570 shares; 2025Q3: 209,385 shares; 2025Q4: 223,923 shares; 2026Q1: 245,298 shares 245,298 $20.3M 0.33% +21,375 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147,859 shares; 2025Q1: 271,138 shares; 2025Q2: 271,138 shares; 2025Q3: 271,138 shares; 2025Q4: 108,479 shares; 2026Q1: 240,898 shares 240,898 $19.3M 0.31% +132,419 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,380,870 shares; 2024Q4: 554,886 shares; 2025Q1: 404,920 shares; 2025Q2: 353,855 shares; 2025Q3: 353,855 shares; 2025Q4: 87,175 shares; 2026Q1: 288,783 shares 288,783 $19.1M 0.31% +201,608 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,190 shares 92,190 $18.1M 0.29% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,423 shares; 2024Q4: 182,745 shares; 2025Q1: 124,369 shares; 2025Q2: 123,982 shares; 2025Q3: 102,087 shares; 2025Q4: 102,087 shares; 2026Q1: 102,460 shares 102,460 $17.4M 0.28% +373 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,546 shares; 2024Q4: 130,607 shares; 2025Q1: 126,661 shares; 2025Q2: 93,753 shares; 2025Q3: 81,694 shares; 2025Q4: 126,808 shares; 2026Q1: 216,325 shares 216,325 $16.3M 0.26% +89,517 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353,874 shares; 2024Q4: 365,517 shares; 2025Q1: 319,467 shares; 2025Q2: 297,762 shares; 2025Q3: 595,858 shares; 2025Q4: 682,813 shares; 2026Q1: 616,036 shares 616,036 $15.3M 0.25% -66,777 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,650 shares; 2024Q4: 101,709 shares; 2025Q1: 88,102 shares; 2025Q2: 112,582 shares; 2025Q3: 112,811 shares; 2025Q4: 114,783 shares; 2026Q1: 115,421 shares 115,421 $15.2M 0.25% +638 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368,632 shares; 2024Q4: 920,556 shares; 2025Q1: 920,556 shares; 2025Q2: 1,439,469 shares; 2025Q3: 1,586,267 shares; 2025Q4: 1,584,505 shares; 2026Q1: 1,056,857 shares 1,056,857 $15.2M 0.25% -527,648 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,537 shares; 2024Q4: 5,035 shares; 2025Q1: 5,035 shares; 2025Q2: 4,447 shares; 2025Q3: 59,633 shares; 2025Q4: 71,077 shares; 2026Q1: 46,248 shares 46,248 $14.9M 0.24% -24,829 Timeline EMBD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,400 shares; 2024Q4: 481,900 shares; 2025Q1: 651,900 shares; 2025Q2: 687,900 shares; 2025Q3: 684,400 shares; 2025Q4: 651,200 shares; 2026Q1: 607,700 shares 607,700 $14.1M 0.23% -43,500 Timeline QGEN QIAGEN NV More: the full row for QIAGEN NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 329,512 shares 329,512 $13.2M 0.21% new Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,998 shares; 2024Q4: 71,422 shares; 2025Q1: 55,604 shares; 2025Q2: 55,604 shares; 2025Q3: 55,604 shares; 2025Q4: 42,815 shares; 2026Q1: 42,815 shares 42,815 $12.7M 0.21% 0 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,614 shares; 2024Q4: 149,874 shares; 2025Q1: 182,031 shares; 2025Q2: 159,457 shares; 2025Q3: 243,613 shares; 2025Q4: 189,772 shares; 2026Q1: 189,772 shares 189,772 $11.7M 0.19% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,650 shares; 2024Q4: 72,724 shares; 2025Q1: 53,005 shares; 2025Q2: 85,561 shares; 2025Q3: 113,776 shares; 2025Q4: 141,128 shares; 2026Q1: 101,437 shares 101,437 $11M 0.18% -39,691 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,079 shares; 2024Q4: 80,079 shares; 2025Q1: 60,352 shares; 2025Q2: 69,643 shares; 2025Q3: 69,643 shares; 2025Q4: 75,916 shares; 2026Q1: 75,916 shares 75,916 $11M 0.18% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,328 shares; 2025Q4: 167,626 shares; 2026Q1: 304,689 shares 304,689 $10.7M 0.17% +137,063 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,893 shares; 2024Q4: 80,154 shares; 2025Q1: 55,129 shares; 2025Q2: 72,617 shares; 2025Q3: 72,617 shares; 2025Q4: 79,217 shares; 2026Q1: 90,614 shares 90,614 $10.1M 0.16% +11,397 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,170 shares; 2024Q4: 34,737 shares; 2025Q1: 34,737 shares; 2025Q2: 34,737 shares; 2025Q3: 30,712 shares; 2025Q4: 28,289 shares; 2026Q1: 28,289 shares 28,289 $9.6M 0.15% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378,645 shares; 2024Q4: 800,696 shares; 2025Q1: 845,593 shares; 2025Q2: 792,650 shares; 2025Q3: 792,650 shares; 2025Q4: 878,365 shares; 2026Q1: 595,179 shares 595,179 $9.47M 0.15% -283,186 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,762 shares; 2024Q4: 72,850 shares; 2025Q1: 69,013 shares; 2025Q2: 38,276 shares; 2025Q3: 37,056 shares; 2025Q4: 32,670 shares; 2026Q1: 39,184 shares 39,184 $9.31M 0.15% +6,514 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,839 shares; 2024Q4: 89,165 shares; 2025Q1: 67,590 shares; 2025Q2: 45,029 shares; 2025Q3: 45,029 shares; 2025Q4: 45,029 shares; 2026Q1: 45,303 shares 45,303 $9.2M 0.15% +274 Timeline CTGO CONTANGO SILVER & GOLD INC More: the full row for CONTANGO SILVER & GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476,190 shares; 2024Q4: 476,190 shares; 2025Q1: 476,190 shares; 2025Q2: 476,190 shares; 2025Q3: 476,190 shares; 2025Q4: 476,190 shares; 2026Q1: 476,190 shares 476,190 $8.93M 0.14% 0 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,488 shares; 2024Q4: 21,488 shares; 2025Q1: 21,488 shares; 2025Q2: 21,488 shares; 2025Q3: 17,033 shares; 2025Q4: 17,033 shares; 2026Q1: 17,033 shares 17,033 $8.88M 0.14% 0 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,707 shares; 2025Q4: 102,707 shares; 2026Q1: 102,707 shares 102,707 $8.87M 0.14% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,127 shares 34,127 $8.46M 0.14% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,080 shares; 2025Q4: 235,039 shares; 2026Q1: 143,096 shares 143,096 $8.41M 0.14% -91,943 Timeline HTHT H WORLD GROUP LTD More: the full row for H WORLD GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 166,166 shares 166,166 $8.36M 0.13% new Timeline AXIAY AXIA ENERGIA SA More: the full row for AXIA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 799,743 shares; 2024Q4: 799,743 shares; 2025Q1: 795,740 shares; 2025Q2: 674,385 shares; 2025Q3: 674,385 shares; 2025Q4: 723,802 shares; 2026Q1: 723,802 shares 723,802 $8.16M 0.13% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,628 shares; 2024Q4: 50,787 shares; 2025Q1: 14,293 shares; 2025Q2: 14,601 shares; 2025Q3: 14,854 shares; 2025Q4: 45,674 shares; 2026Q1: 62,560 shares 62,560 $8.12M 0.13% +16,886 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,679 shares; 2025Q4: 1,579 shares; 2026Q1: 58,054 shares 58,054 $7.94M 0.13% +56,475 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,911 shares 103,911 $7.56M 0.12% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,099 shares 38,099 $7.54M 0.12% new Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,376,861 shares; 2024Q4: 1,376,861 shares; 2025Q1: 1,514,547 shares; 2025Q2: 1,208,149 shares; 2025Q3: 1,134,326 shares; 2025Q4: 891,821 shares; 2026Q1: 891,821 shares 891,821 $7.47M 0.12% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,291 shares; 2025Q3: 6,382 shares; 2025Q4: 2,382 shares; 2026Q1: 21,998 shares 21,998 $7.35M 0.12% +19,616 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,153 shares; 2024Q4: 56,153 shares; 2025Q1: 33,175 shares; 2025Q2: 18,861 shares; 2025Q3: not reported; 2025Q4: 77,312 shares; 2026Q1: 87,186 shares 87,186 $7.06M 0.11% +9,874 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 169,361 shares 169,361 $7.05M 0.11% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,819 shares; 2024Q4: 301,955 shares; 2025Q1: 277,354 shares; 2025Q2: 185,942 shares; 2025Q3: 185,942 shares; 2025Q4: 185,942 shares; 2026Q1: 129,888 shares 129,888 $7.04M 0.11% -56,054 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,112 shares; 2024Q4: 72,599 shares; 2025Q1: 35,856 shares; 2025Q2: 35,856 shares; 2025Q3: 89,940 shares; 2025Q4: 190,000 shares; 2026Q1: 93,545 shares 93,545 $6.99M 0.11% -96,455 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469,918 shares; 2024Q4: 721,452 shares; 2025Q1: 721,452 shares; 2025Q2: 680,180 shares; 2025Q3: 428,646 shares; 2025Q4: 428,646 shares; 2026Q1: 368,794 shares 368,794 $6.91M 0.11% -59,852 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,159 shares; 2024Q4: 55,159 shares; 2025Q1: 38,580 shares; 2025Q2: 19,903 shares; 2025Q3: 19,903 shares; 2025Q4: 19,903 shares; 2026Q1: 27,199 shares 27,199 $6.72M 0.11% +7,296 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,113 shares; 2025Q3: 8,113 shares; 2025Q4: 68,047 shares; 2026Q1: 72,487 shares 72,487 $6.65M 0.11% +4,440 Timeline KSPI KASPI KZ JSC More: the full row for KASPI KZ JSC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88,751 shares 88,751 $6.57M 0.11% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 153,789 shares 153,789 $6.27M 0.1% new Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,512 shares; 2024Q4: 118,250 shares; 2025Q1: 193,846 shares; 2025Q2: 177,170 shares; 2025Q3: 99,439 shares; 2025Q4: 99,439 shares; 2026Q1: 99,439 shares 99,439 $6.23M 0.1% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,451 shares; 2024Q4: 22,064 shares; 2025Q1: 12,619 shares; 2025Q2: 12,743 shares; 2025Q3: 7,685 shares; 2025Q4: 61,478 shares; 2026Q1: 35,037 shares 35,037 $6.03M 0.1% -26,441 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,104 shares; 2024Q4: 35,993 shares; 2025Q1: 30,649 shares; 2025Q2: 37,922 shares; 2025Q3: 35,858 shares; 2025Q4: 30,750 shares; 2026Q1: 34,314 shares 34,314 $5.98M 0.1% +3,564 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,199,018 shares; 2024Q4: 2,403,448 shares; 2025Q1: 1,199,018 shares; 2025Q2: 1,204,430 shares; 2025Q3: 1,204,430 shares; 2025Q4: 1,204,430 shares; 2026Q1: 1,204,430 shares 1,204,430 $5.97M 0.1% 0 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,837 shares; 2025Q3: 97,893 shares; 2025Q4: 54,273 shares; 2026Q1: 81,500 shares 81,500 $5.93M 0.1% +27,227 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,104 shares; 2025Q3: 57,104 shares; 2025Q4: 57,104 shares; 2026Q1: 57,104 shares 57,104 $5.75M 0.09% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,364 shares; 2024Q4: 109,123 shares; 2025Q1: 149,466 shares; 2025Q2: 178,273 shares; 2025Q3: 117,723 shares; 2025Q4: 74,807 shares; 2026Q1: 65,361 shares 65,361 $5.47M 0.09% -9,446 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,437 shares; 2024Q4: 56,437 shares; 2025Q1: 45,003 shares; 2025Q2: 46,409 shares; 2025Q3: 38,342 shares; 2025Q4: 44,655 shares; 2026Q1: 41,774 shares 41,774 $5.31M 0.09% -2,881 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,089 shares; 2024Q4: 149,300 shares; 2025Q1: 106,356 shares; 2025Q2: 143,379 shares; 2025Q3: 95,582 shares; 2025Q4: 129,609 shares; 2026Q1: 102,025 shares 102,025 $5.28M 0.09% -27,584 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,327 shares; 2025Q3: 49,750 shares; 2025Q4: 54,808 shares; 2026Q1: 75,803 shares 75,803 $5.08M 0.08% +20,995 Timeline MPV BARINGS PARTN INVS More: the full row for BARINGS PARTN INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,380 shares; 2024Q4: 271,316 shares; 2025Q1: 275,017 shares; 2025Q2: 277,703 shares; 2025Q3: 280,341 shares; 2025Q4: 283,014 shares; 2026Q1: 285,875 shares 285,875 $4.9M 0.08% +2,861 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,276 shares; 2025Q4: 44,548 shares; 2026Q1: 44,548 shares 44,548 $4.85M 0.08% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,826 shares; 2024Q4: 45,631 shares; 2025Q1: 37,527 shares; 2025Q2: 31,512 shares; 2025Q3: 29,001 shares; 2025Q4: 9,604 shares; 2026Q1: 9,604 shares 9,604 $4.76M 0.08% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,991 shares; 2024Q4: 26,991 shares; 2025Q1: 26,991 shares; 2025Q2: 37,409 shares; 2025Q3: 28,922 shares; 2025Q4: 33,428 shares; 2026Q1: 34,394 shares 34,394 $4.76M 0.08% +966 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,111 shares; 2024Q4: 12,846 shares; 2025Q1: 13,540 shares; 2025Q2: 13,482 shares; 2025Q3: 13,482 shares; 2025Q4: 13,598 shares; 2026Q1: 11,998 shares 11,998 $4.44M 0.07% -1,600 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,852 shares; 2024Q4: 9,402 shares; 2025Q1: 7,620 shares; 2025Q2: 7,387 shares; 2025Q3: 7,387 shares; 2025Q4: 7,130 shares; 2026Q1: 7,765 shares 7,765 $4.37M 0.07% +635 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,600 shares; 2026Q1: 78,600 shares 78,600 $3.98M 0.06% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,704 shares; 2024Q4: 38,983 shares; 2025Q1: 27,926 shares; 2025Q2: 25,136 shares; 2025Q3: 132,105 shares; 2025Q4: 58,121 shares; 2026Q1: 54,713 shares 54,713 $3.98M 0.06% -3,408 Timeline XP XP INC More: the full row for XP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,900 shares; 2024Q4: 180,900 shares; 2025Q1: 124,535 shares; 2025Q2: 124,535 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200,683 shares 200,683 $3.82M 0.06% new Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,664 shares; 2024Q4: 219,664 shares; 2025Q1: 219,664 shares; 2025Q2: 219,664 shares; 2025Q3: 219,664 shares; 2025Q4: 219,664 shares; 2026Q1: 219,664 shares 219,664 $3.79M 0.06% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,686 shares; 2024Q4: 126,160 shares; 2025Q1: 144,453 shares; 2025Q2: 107,546 shares; 2025Q3: 107,546 shares; 2025Q4: 104,457 shares; 2026Q1: 154,951 shares 154,951 $3.79M 0.06% +50,494 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,470 shares; 2025Q3: 126,786 shares; 2025Q4: 126,786 shares; 2026Q1: 58,517 shares 58,517 $3.72M 0.06% -68,269 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,823 shares; 2024Q4: 26,224 shares; 2025Q1: 25,412 shares; 2025Q2: 23,804 shares; 2025Q3: 23,804 shares; 2025Q4: 19,799 shares; 2026Q1: 17,335 shares 17,335 $3.61M 0.06% -2,464 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,486 shares; 2026Q1: 26,486 shares 26,486 $3.59M 0.06% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,362 shares; 2024Q4: 24,378 shares; 2025Q1: 17,304 shares; 2025Q2: 15,441 shares; 2025Q3: 15,035 shares; 2025Q4: 13,012 shares; 2026Q1: 12,286 shares 12,286 $3.53M 0.06% -726 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,666 shares; 2024Q4: 17,452 shares; 2025Q1: 18,445 shares; 2025Q2: 14,289 shares; 2025Q3: 13,663 shares; 2025Q4: 13,353 shares; 2026Q1: 12,432 shares 12,432 $3.16M 0.05% -921 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,076 shares; 2025Q3: 52,076 shares; 2025Q4: 52,076 shares; 2026Q1: 52,076 shares 52,076 $3.14M 0.05% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633,195 shares; 2024Q4: 633,195 shares; 2025Q1: 622,445 shares; 2025Q2: 596,147 shares; 2025Q3: 275,381 shares; 2025Q4: 175,090 shares; 2026Q1: 165,116 shares 165,116 $2.93M 0.05% -9,974 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,837 shares; 2024Q4: 30,386 shares; 2025Q1: 30,386 shares; 2025Q2: 29,433 shares; 2025Q3: 18,418 shares; 2025Q4: 17,737 shares; 2026Q1: 24,662 shares 24,662 $2.86M 0.05% +6,925 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,205 shares; 2024Q4: 2,224 shares; 2025Q1: 1,319 shares; 2025Q2: 1,403 shares; 2025Q3: 2,804 shares; 2025Q4: 4,156 shares; 2026Q1: 4,377 shares 4,377 $2.5M 0.04% +221 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430,031 shares; 2024Q4: 430,031 shares; 2025Q1: 228,337 shares; 2025Q2: 208,539 shares; 2025Q3: 163,993 shares; 2025Q4: 108,175 shares; 2026Q1: 108,175 shares 108,175 $2.5M 0.04% 0 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94,656 shares; 2025Q4: 26,088 shares; 2026Q1: 78,778 shares 78,778 $2.45M 0.04% +52,690 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,328 shares; 2024Q4: 260,441 shares; 2025Q1: 53,593 shares; 2025Q2: 38,945 shares; 2025Q3: 24,935 shares; 2025Q4: 24,935 shares; 2026Q1: 24,935 shares 24,935 $2.41M 0.04% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,944 shares; 2024Q4: 59,720 shares; 2025Q1: 50,108 shares; 2025Q2: 60,642 shares; 2025Q3: 54,380 shares; 2025Q4: 52,370 shares; 2026Q1: 52,370 shares 52,370 $2.37M 0.04% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,393 shares; 2025Q3: 17,393 shares; 2025Q4: 9,828 shares; 2026Q1: 5,273 shares 5,273 $2.25M 0.04% -4,555 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,876 shares; 2024Q4: 121,074 shares; 2025Q1: 322,205 shares; 2025Q2: 194,241 shares; 2025Q3: 73,895 shares; 2025Q4: 85,299 shares; 2026Q1: 85,299 shares 85,299 $2.18M 0.04% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,261 shares; 2025Q1: 1,103 shares; 2025Q2: 5,191 shares; 2025Q3: 7,552 shares; 2025Q4: 9,222 shares; 2026Q1: 6,915 shares 6,915 $2.09M 0.03% -2,307 Timeline AXIA/PC AXIA ENERGIA SA More: the full row for AXIA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190,242 shares; 2026Q1: 190,242 shares 190,242 $2.08M 0.03% 0 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457,647 shares; 2024Q4: 480,322 shares; 2025Q1: 497,580 shares; 2025Q2: 497,580 shares; 2025Q3: 480,322 shares; 2025Q4: 540,615 shares; 2026Q1: 564,991 shares 564,991 $2.04M 0.03% +24,376 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,095 shares 26,095 $1.87M 0.03% new Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 812,481 shares; 2024Q4: 812,481 shares; 2025Q1: 812,481 shares; 2025Q2: 621,824 shares; 2025Q3: 621,824 shares; 2025Q4: 621,824 shares; 2026Q1: 621,824 shares 621,824 $1.82M 0.03% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,312 shares; 2025Q3: 14,312 shares; 2025Q4: 14,312 shares; 2026Q1: 14,312 shares 14,312 $1.79M 0.03% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,224 shares; 2025Q4: 21,403 shares; 2026Q1: 24,599 shares 24,599 $1.78M 0.03% +3,196 Timeline BLFS BIOLIFE SOLUTIONS INC More: the full row for BIOLIFE SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,316 shares; 2024Q4: 91,316 shares; 2025Q1: 91,316 shares; 2025Q2: 91,316 shares; 2025Q3: 91,316 shares; 2025Q4: 91,316 shares; 2026Q1: 91,316 shares 91,316 $1.74M 0.03% 0 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,933 shares; 2024Q4: 410,115 shares; 2025Q1: 410,115 shares; 2025Q2: 397,255 shares; 2025Q3: 140,804 shares; 2025Q4: 135,600 shares; 2026Q1: 152,957 shares 152,957 $1.68M 0.03% +17,357 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,737 shares 15,737 $1.58M 0.03% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,196 shares; 2025Q1: 32,196 shares; 2025Q2: 22,788 shares; 2025Q3: 22,788 shares; 2025Q4: 21,946 shares; 2026Q1: 23,028 shares 23,028 $1.48M 0.02% +1,082 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 1,829 shares; 2025Q1: 1,511 shares; 2025Q2: 5,643 shares; 2025Q3: 5,713 shares; 2025Q4: 8,627 shares; 2026Q1: 4,891 shares 4,891 $1.44M 0.02% -3,736 Timeline IFS INTERCORP FINL SVCS INC More: the full row for INTERCORP FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,880 shares 26,880 $1.35M 0.02% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,195 shares; 2026Q1: 10,195 shares 10,195 $1.28M 0.02% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,809 shares 17,809 $1.28M 0.02% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,482 shares; 2026Q1: 9,482 shares 9,482 $1.26M 0.02% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,595 shares; 2024Q4: 175,382 shares; 2025Q1: 40,756 shares; 2025Q2: 40,756 shares; 2025Q3: 40,756 shares; 2025Q4: 22,940 shares; 2026Q1: 22,940 shares 22,940 $1.24M 0.02% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,041 shares; 2024Q4: 45,041 shares; 2025Q1: 74,003 shares; 2025Q2: 42,951 shares; 2025Q3: 17,508 shares; 2025Q4: 17,508 shares; 2026Q1: 17,508 shares 17,508 $1.23M 0.02% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,078 shares; 2024Q4: 19,078 shares; 2025Q1: 17,204 shares; 2025Q2: 14,771 shares; 2025Q3: 14,771 shares; 2025Q4: 13,233 shares; 2026Q1: 10,597 shares 10,597 $1.19M 0.02% -2,636 Timeline HNRG HALLADOR ENERGY COMPANY More: the full row for HALLADOR ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,239 shares; 2024Q4: 69,239 shares; 2025Q1: 69,239 shares; 2025Q2: 69,239 shares; 2025Q3: 69,239 shares; 2025Q4: 69,239 shares; 2026Q1: 69,239 shares 69,239 $1.13M 0.02% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,454 shares; 2025Q3: 6,454 shares; 2025Q4: 6,454 shares; 2026Q1: 6,454 shares 6,454 $1.07M 0.02% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 1,669 shares; 2025Q1: 1,191 shares; 2025Q2: 1,246 shares; 2025Q3: 568 shares; 2025Q4: 1,865 shares; 2026Q1: 1,162 shares 1,162 $1.07M 0.02% -703 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,483 shares 16,483 $1.06M 0.02% new Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,700 shares 25,700 $1.05M 0.02% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,018 shares 3,018 $1.02M 0.02% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,124 shares; 2024Q4: 16,943 shares; 2025Q1: 25,794 shares; 2025Q2: 23,702 shares; 2025Q3: 23,702 shares; 2025Q4: 23,702 shares; 2026Q1: 18,671 shares 18,671 $876K 0.01% -5,031 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 1,717 shares; 2025Q1: 1,780 shares; 2025Q2: 2,508 shares; 2025Q3: 2,508 shares; 2025Q4: 1,793 shares; 2026Q1: 1,197 shares 1,197 $872K 0.01% -596 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,331 shares; 2024Q4: 3,255 shares; 2025Q1: 2,700 shares; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares; 2025Q4: 2,803 shares; 2026Q1: 2,791 shares 2,791 $864K 0.01% -12 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 5,163 shares; 2025Q1: 3,151 shares; 2025Q2: 3,215 shares; 2025Q3: 2,903 shares; 2025Q4: 2,893 shares; 2026Q1: 2,927 shares 2,927 $840K 0.01% +34 Timeline ELME ELME COMMUNITIES More: the full row for ELME COMMUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,487 shares; 2025Q3: 49,487 shares; 2025Q4: 49,487 shares; 2026Q1: 49,487 shares 49,487 $834K 0.01% 0 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,307,311 shares; 2024Q4: 1,307,311 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 226,608 shares 226,608 $827K 0.01% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,904 shares; 2024Q4: 60,909 shares; 2025Q1: 60,909 shares; 2025Q2: 60,909 shares; 2025Q3: 17,310 shares; 2025Q4: 17,310 shares; 2026Q1: 17,310 shares 17,310 $823K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 683 shares; 2026Q1: 2,641 shares 2,641 $749K 0.01% +1,958 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,019 shares; 2025Q3: 3,019 shares; 2025Q4: 3,019 shares; 2026Q1: 3,019 shares 3,019 $747K 0.01% 0 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,076 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,797 shares; 2025Q4: 19,328 shares; 2026Q1: 19,328 shares 19,328 $730K 0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,335 shares; 2025Q4: 1,481 shares; 2026Q1: 4,694 shares 4,694 $687K 0.01% +3,213 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,884 shares; 2024Q4: 7,884 shares; 2025Q1: 7,884 shares; 2025Q2: 27,476 shares; 2025Q3: 21,911 shares; 2025Q4: 18,271 shares; 2026Q1: 13,008 shares 13,008 $657K 0.01% -5,263 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,426 shares; 2024Q4: 28,426 shares; 2025Q1: 28,426 shares; 2025Q2: 12,744 shares; 2025Q3: 12,744 shares; 2025Q4: 12,744 shares; 2026Q1: 12,744 shares 12,744 $648K 0.01% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,289 shares; 2025Q1: 1,711 shares; 2025Q2: 1,732 shares; 2025Q3: 1,732 shares; 2025Q4: 1,714 shares; 2026Q1: 1,728 shares 1,728 $642K 0.01% +14 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 272 shares; 2025Q3: 2,760 shares; 2025Q4: 2,975 shares; 2026Q1: 1,407 shares 1,407 $608K 0.01% -1,568 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,338 shares; 2025Q1: 12,139 shares; 2025Q2: 10,271 shares; 2025Q3: 10,271 shares; 2025Q4: 2,851 shares; 2026Q1: 2,851 shares 2,851 $575K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,980 shares 5,980 $493K 0.01% new Timeline KORE KORE GROUP HLDGS INC More: the full row for KORE GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,433 shares; 2025Q2: 49,433 shares; 2025Q3: 49,433 shares; 2025Q4: 49,433 shares; 2026Q1: 49,433 shares 49,433 $446K 0.01% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,096 shares; 2025Q1: 898 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 853 shares; 2026Q1: 860 shares 860 $412K 0.01% +7 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,044 shares; 2024Q4: 2,875 shares; 2025Q1: 3,155 shares; 2025Q2: 2,180 shares; 2025Q3: 1,756 shares; 2025Q4: 1,741 shares; 2026Q1: 930 shares 930 $395K 0.01% -811 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,471 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,614 shares 2,614 $325K 0.01% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,985 shares; 2026Q1: 2,963 shares 2,963 $298K <0.01% -5,022 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 379 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 298 shares 298 $297K <0.01% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 607 shares; 2025Q1: 514 shares; 2025Q2: 507 shares; 2025Q3: 543 shares; 2025Q4: 557 shares; 2026Q1: 566 shares 566 $283K <0.01% +9 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 2,148 shares; 2025Q1: 1,951 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 1,855 shares; 2026Q1: 1,094 shares 1,094 $267K <0.01% -761 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,047 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,780 shares 1,780 $257K <0.01% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,245 shares; 2024Q4: 5,689 shares; 2025Q1: 5,179 shares; 2025Q2: 5,264 shares; 2025Q3: 5,264 shares; 2025Q4: 5,264 shares; 2026Q1: 5,150 shares 5,150 $251K <0.01% -114 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,300 shares 1,300 $251K <0.01% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 688 shares 688 $235K <0.01% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 325 shares 325 $230K <0.01% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 564 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 597 shares; 2026Q1: 680 shares 680 $224K <0.01% +83 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,046 shares 1,046 $223K <0.01% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 485 shares; 2025Q1: 265 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 2,267 shares; 2026Q1: 2,316 shares 2,316 $223K <0.01% +49 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,322 shares 1,322 $219K <0.01% new Timeline BGH BARINGS GLOBAL SHORT DURATIO More: the full row for BARINGS GLOBAL SHORT DURATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,609 shares; 2024Q4: 13,902 shares; 2025Q1: 14,227 shares; 2025Q2: 14,583 shares; 2025Q3: 15,155 shares; 2025Q4: 15,523 shares; 2026Q1: 15,911 shares 15,911 $217K <0.01% +388 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,732 shares; 2026Q1: 1,833 shares 1,833 $208K <0.01% +101 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,019 shares 1,019 $207K <0.01% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,989 shares 3,989 $200K <0.01% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,104 shares; 2025Q1: 27,504 shares; 2025Q2: 32,833 shares; 2025Q3: 34,365 shares; 2025Q4: 34,365 shares; 2026Q1: 40,639 shares 40,639 $86.2K <0.01% +6,274 Timeline CURI CURIOSITYSTREAM INC More: the full row for CURIOSITYSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,930 shares; 2024Q4: 27,930 shares; 2025Q1: 27,930 shares; 2025Q2: 27,930 shares; 2025Q3: 27,930 shares; 2025Q4: 27,930 shares; 2026Q1: 27,930 shares 27,930 $82.7K <0.01% 0 Timeline