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: 310,744 shares; 2024Q4: 308,927 shares; 2025Q1: 310,364 shares; 2025Q2: 318,445 shares; 2025Q3: 316,581 shares; 2025Q4: 323,595 shares; 2026Q1: 322,470 shares 322,470 $81.8M 5.24% -1,125 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: 132,017 shares; 2024Q4: 132,356 shares; 2025Q1: 134,422 shares; 2025Q2: 140,565 shares; 2025Q3: 140,701 shares; 2025Q4: 142,642 shares; 2026Q1: 143,526 shares 143,526 $53.1M 3.4% +884 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: 179,414 shares; 2024Q4: 176,637 shares; 2025Q1: 173,520 shares; 2025Q2: 172,913 shares; 2025Q3: 168,342 shares; 2025Q4: 167,914 shares; 2026Q1: 168,300 shares 168,300 $52.1M 3.34% +386 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: 145,796 shares; 2024Q4: 147,449 shares; 2025Q1: 150,083 shares; 2025Q2: 152,468 shares; 2025Q3: 151,984 shares; 2025Q4: 153,864 shares; 2026Q1: 152,207 shares 152,207 $43.8M 2.8% -1,657 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: 176,250 shares; 2024Q4: 177,038 shares; 2025Q1: 177,855 shares; 2025Q2: 180,562 shares; 2025Q3: 181,841 shares; 2025Q4: 185,844 shares; 2026Q1: 189,164 shares 189,164 $39.4M 2.52% +3,320 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: 132,956 shares; 2024Q4: 132,147 shares; 2025Q1: 130,641 shares; 2025Q2: 129,686 shares; 2025Q3: 129,508 shares; 2025Q4: 127,498 shares; 2026Q1: 122,251 shares 122,251 $35.1M 2.25% -5,247 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: 190,557 shares; 2024Q4: 191,478 shares; 2025Q1: 195,731 shares; 2025Q2: 200,691 shares; 2025Q3: 201,068 shares; 2025Q4: 414,906 shares; 2026Q1: 203,988 shares 203,988 $34.6M 2.22% -210,918 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: 174,970 shares; 2024Q4: 175,590 shares; 2025Q1: 174,800 shares; 2025Q2: 175,902 shares; 2025Q3: 175,359 shares; 2025Q4: 177,712 shares; 2026Q1: 176,077 shares 176,077 $34M 2.18% -1,635 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: 125,084 shares; 2024Q4: 125,953 shares; 2025Q1: 128,693 shares; 2025Q2: 132,232 shares; 2025Q3: 136,199 shares; 2025Q4: 138,869 shares; 2026Q1: 135,684 shares 135,684 $33.2M 2.13% -3,185 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: 68,543 shares; 2024Q4: 67,719 shares; 2025Q1: 67,511 shares; 2025Q2: 67,042 shares; 2025Q3: 66,408 shares; 2025Q4: 67,057 shares; 2026Q1: 66,354 shares 66,354 $33.2M 2.12% -703 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: 31,088 shares; 2024Q4: 30,801 shares; 2025Q1: 30,364 shares; 2025Q2: 30,487 shares; 2025Q3: 30,657 shares; 2025Q4: 62,706 shares; 2026Q1: 31,391 shares 31,391 $31.3M 2% -31,315 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: 57,943 shares; 2024Q4: 58,167 shares; 2025Q1: 57,579 shares; 2025Q2: 58,823 shares; 2025Q3: 62,603 shares; 2025Q4: 62,668 shares; 2026Q1: 60,497 shares 60,497 $29M 1.86% -2,171 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,881 shares; 2024Q4: 98,426 shares; 2025Q1: 177,256 shares; 2025Q2: 175,225 shares; 2025Q3: 174,580 shares; 2025Q4: 175,874 shares; 2026Q1: 176,189 shares 176,189 $28.9M 1.85% +315 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,430 shares; 2024Q4: 169,353 shares; 2025Q1: 170,078 shares; 2025Q2: 171,395 shares; 2025Q3: 173,088 shares; 2025Q4: 176,280 shares; 2026Q1: 179,562 shares 179,562 $28.7M 1.84% +3,282 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: 92,096 shares; 2024Q4: 90,958 shares; 2025Q1: 91,404 shares; 2025Q2: 94,132 shares; 2025Q3: 93,173 shares; 2025Q4: 94,193 shares; 2026Q1: 94,406 shares 94,406 $27.8M 1.78% +213 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,534 shares; 2024Q4: 20,404 shares; 2025Q1: 20,036 shares; 2025Q2: 297,113 shares; 2025Q3: 292,927 shares; 2025Q4: 296,542 shares; 2026Q1: 293,474 shares 293,474 $27.1M 1.74% -3,068 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,189 shares; 2024Q4: 16,799 shares; 2025Q1: 17,113 shares; 2025Q2: 17,455 shares; 2025Q3: 17,564 shares; 2025Q4: 17,834 shares; 2026Q1: 17,370 shares 17,370 $25.6M 1.64% -464 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,835 shares; 2024Q4: 42,401 shares; 2025Q1: 42,667 shares; 2025Q2: 43,946 shares; 2025Q3: 43,975 shares; 2025Q4: 44,099 shares; 2026Q1: 43,913 shares 43,913 $23.6M 1.51% -186 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,156 shares; 2024Q4: 25,101 shares; 2025Q1: 25,077 shares; 2025Q2: 25,521 shares; 2025Q3: 25,129 shares; 2025Q4: 25,491 shares; 2026Q1: 25,862 shares 25,862 $21.9M 1.4% +371 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: 31,018 shares; 2024Q4: 30,772 shares; 2025Q1: 30,941 shares; 2025Q2: 31,611 shares; 2025Q3: 28,909 shares; 2025Q4: 29,288 shares; 2026Q1: 125,358 shares 125,358 $21.9M 1.4% +96,070 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: 34,505 shares; 2024Q4: 34,652 shares; 2025Q1: 35,029 shares; 2025Q2: 35,064 shares; 2025Q3: 34,929 shares; 2025Q4: 72,265 shares; 2026Q1: 37,125 shares 37,125 $21.2M 1.36% -35,140 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: 20,139 shares; 2024Q4: 20,123 shares; 2025Q1: 20,149 shares; 2025Q2: 20,097 shares; 2025Q3: 19,885 shares; 2025Q4: 205,881 shares; 2026Q1: 213,433 shares 213,433 $20.5M 1.32% +7,552 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: 96,809 shares; 2024Q4: 96,619 shares; 2025Q1: 98,735 shares; 2025Q2: 100,600 shares; 2025Q3: 101,182 shares; 2025Q4: 99,787 shares; 2026Q1: 98,282 shares 98,282 $20.3M 1.3% -1,505 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,138 shares; 2024Q4: 57,551 shares; 2025Q1: 58,119 shares; 2025Q2: 57,914 shares; 2025Q3: 58,821 shares; 2025Q4: 121,060 shares; 2026Q1: 61,068 shares 61,068 $20M 1.28% -59,992 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: 110,565 shares; 2024Q4: 112,022 shares; 2025Q1: 112,239 shares; 2025Q2: 112,489 shares; 2025Q3: 115,149 shares; 2025Q4: 235,353 shares; 2026Q1: 118,104 shares 118,104 $19.7M 1.26% -117,249 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: 115,787 shares; 2024Q4: 134,463 shares; 2025Q1: 147,306 shares; 2025Q2: 158,806 shares; 2025Q3: 189,138 shares; 2025Q4: 219,043 shares; 2026Q1: 243,719 shares 243,719 $19.3M 1.24% +24,676 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: 51,205 shares; 2026Q1: 55,452 shares 55,452 $18.7M 1.2% +4,247 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136,453 shares; 2025Q1: 139,217 shares; 2025Q2: 143,147 shares; 2025Q3: 146,510 shares; 2025Q4: 149,849 shares; 2026Q1: 151,650 shares 151,650 $18.6M 1.19% +1,801 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,961 shares; 2024Q4: 40,608 shares; 2025Q1: 43,902 shares; 2025Q2: 47,946 shares; 2025Q3: 50,005 shares; 2025Q4: 51,967 shares; 2026Q1: 51,862 shares 51,862 $18.5M 1.19% -105 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: 119,206 shares; 2024Q4: 118,900 shares; 2025Q1: 120,884 shares; 2025Q2: 123,638 shares; 2025Q3: 122,911 shares; 2025Q4: 122,342 shares; 2026Q1: 123,666 shares 123,666 $17.9M 1.14% +1,324 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,561 shares; 2024Q4: 51,411 shares; 2025Q1: 52,346 shares; 2025Q2: 53,207 shares; 2025Q3: 54,326 shares; 2025Q4: 113,431 shares; 2026Q1: 56,550 shares 56,550 $17.6M 1.13% -56,881 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,078 shares; 2024Q4: 96,985 shares; 2025Q1: 96,431 shares; 2025Q2: 96,843 shares; 2025Q3: 98,587 shares; 2025Q4: 101,208 shares; 2026Q1: 103,277 shares 103,277 $16.2M 1.04% +2,069 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: 30,473 shares; 2024Q4: 30,249 shares; 2025Q1: 30,353 shares; 2025Q2: 30,571 shares; 2025Q3: 30,944 shares; 2025Q4: 31,616 shares; 2026Q1: 31,662 shares 31,662 $15.7M 1.01% +46 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,193 shares; 2024Q4: 42,417 shares; 2025Q1: 42,663 shares; 2025Q2: 43,359 shares; 2025Q3: 44,221 shares; 2025Q4: 45,705 shares; 2026Q1: 46,937 shares 46,937 $15.4M 0.99% +1,232 Timeline IVE 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: 63,912 shares; 2025Q3: 64,783 shares; 2025Q4: 65,073 shares; 2026Q1: 67,702 shares 67,702 $14.3M 0.92% +2,629 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,172 shares; 2024Q4: 10,390 shares; 2025Q1: 10,265 shares; 2025Q2: 11,378 shares; 2025Q3: 11,361 shares; 2025Q4: 10,753 shares; 2026Q1: 58,114 shares 58,114 $14.1M 0.9% +47,361 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC 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: 4,495 shares; 2025Q4: 222,026 shares; 2026Q1: 219,741 shares 219,741 $13.8M 0.88% -2,285 Timeline IVW 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: 2,132 shares; 2024Q4: 2,132 shares; 2025Q1: 2,705 shares; 2025Q2: 116,833 shares; 2025Q3: 116,106 shares; 2025Q4: 115,822 shares; 2026Q1: 119,028 shares 119,028 $13.5M 0.86% +3,206 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,052 shares; 2024Q4: 182,279 shares; 2025Q1: 179,703 shares; 2025Q2: 179,779 shares; 2025Q3: 175,456 shares; 2025Q4: 172,306 shares; 2026Q1: 171,373 shares 171,373 $13.1M 0.84% -933 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,025 shares; 2024Q4: 135,737 shares; 2025Q1: 137,018 shares; 2025Q2: 140,668 shares; 2025Q3: 152,746 shares; 2025Q4: 158,820 shares; 2026Q1: 160,839 shares 160,839 $12.9M 0.83% +2,019 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,590 shares; 2024Q4: 127,221 shares; 2025Q1: 129,242 shares; 2025Q2: 131,391 shares; 2025Q3: 132,929 shares; 2025Q4: 270,279 shares; 2026Q1: 133,053 shares 133,053 $12.8M 0.82% -137,226 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,463 shares; 2024Q4: 45,315 shares; 2025Q1: 45,841 shares; 2025Q2: 47,187 shares; 2025Q3: 47,841 shares; 2025Q4: 48,104 shares; 2026Q1: 48,401 shares 48,401 $11.7M 0.75% +297 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: 16,156 shares; 2024Q4: 16,209 shares; 2025Q1: 16,204 shares; 2025Q2: 17,054 shares; 2025Q3: 16,680 shares; 2025Q4: 16,477 shares; 2026Q1: 16,237 shares 16,237 $11.5M 0.74% -240 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,394 shares; 2024Q4: 94,971 shares; 2025Q1: 101,422 shares; 2025Q2: 104,031 shares; 2025Q3: 106,588 shares; 2025Q4: 109,487 shares; 2026Q1: 109,698 shares 109,698 $11.3M 0.72% +211 Timeline IBDS 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: 137,261 shares; 2025Q3: 142,470 shares; 2025Q4: 149,806 shares; 2026Q1: 451,426 shares 451,426 $10.9M 0.7% +301,620 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: 31,076 shares; 2024Q4: 30,365 shares; 2025Q1: 30,609 shares; 2025Q2: 31,921 shares; 2025Q3: 32,009 shares; 2025Q4: 32,739 shares; 2026Q1: 32,842 shares 32,842 $10.8M 0.69% +103 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 2,022 shares; 2025Q1: 2,066 shares; 2025Q2: 2,093 shares; 2025Q3: 2,254 shares; 2025Q4: 8,929 shares; 2026Q1: 9,162 shares 9,162 $10.6M 0.68% +233 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: 25,254 shares; 2024Q4: 25,663 shares; 2025Q1: 26,259 shares; 2025Q2: 26,716 shares; 2025Q3: 27,977 shares; 2025Q4: 29,544 shares; 2026Q1: 31,236 shares 31,236 $10.1M 0.65% +1,692 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,094 shares; 2024Q4: 66,834 shares; 2025Q1: 66,411 shares; 2025Q2: 65,262 shares; 2025Q3: 64,446 shares; 2025Q4: 66,924 shares; 2026Q1: 63,414 shares 63,414 $9.85M 0.63% -3,510 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,831 shares; 2024Q4: 58,068 shares; 2025Q1: 62,511 shares; 2025Q2: 66,363 shares; 2025Q3: 65,034 shares; 2025Q4: 67,254 shares; 2026Q1: 68,227 shares 68,227 $9.36M 0.6% +973 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,886 shares; 2024Q4: 14,758 shares; 2025Q1: 14,335 shares; 2025Q2: 13,919 shares; 2025Q3: 13,649 shares; 2025Q4: 13,948 shares; 2026Q1: 13,394 shares 13,394 $9.13M 0.58% -554 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,377 shares; 2024Q4: 40,246 shares; 2025Q1: 39,893 shares; 2025Q2: 40,683 shares; 2025Q3: 40,364 shares; 2025Q4: 38,863 shares; 2026Q1: 37,360 shares 37,360 $8.83M 0.57% -1,503 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: 53,643 shares; 2024Q4: 52,815 shares; 2025Q1: 53,910 shares; 2025Q2: 55,305 shares; 2025Q3: 57,085 shares; 2025Q4: 58,172 shares; 2026Q1: 56,077 shares 56,077 $8.11M 0.52% -2,095 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,805 shares; 2024Q4: 40,429 shares; 2025Q1: 40,088 shares; 2025Q2: 39,589 shares; 2025Q3: 39,052 shares; 2025Q4: 73,928 shares; 2026Q1: 36,911 shares 36,911 $7.67M 0.49% -37,017 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,318 shares; 2024Q4: 35,112 shares; 2025Q1: 35,117 shares; 2025Q2: 37,929 shares; 2025Q3: 38,190 shares; 2025Q4: 36,964 shares; 2026Q1: 35,215 shares 35,215 $7.66M 0.49% -1,749 Timeline IJR 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: 55,970 shares; 2025Q3: 56,590 shares; 2025Q4: 56,246 shares; 2026Q1: 59,175 shares 59,175 $7.36M 0.47% +2,929 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,675 shares; 2024Q4: 10,616 shares; 2025Q1: 10,597 shares; 2025Q2: 11,019 shares; 2025Q3: 10,984 shares; 2025Q4: 10,622 shares; 2026Q1: 10,546 shares 10,546 $7.19M 0.46% -76 Timeline IJH 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: 85,510 shares; 2025Q3: 86,413 shares; 2025Q4: 85,826 shares; 2026Q1: 91,626 shares 91,626 $6.19M 0.4% +5,800 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,676 shares; 2025Q2: 27,908 shares; 2025Q3: 30,631 shares; 2025Q4: 28,984 shares; 2026Q1: 29,161 shares 29,161 $6.12M 0.39% +177 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: 609 shares; 2024Q4: 605 shares; 2025Q1: 2,149 shares; 2025Q2: 3,248 shares; 2025Q3: 4,864 shares; 2025Q4: 5,525 shares; 2026Q1: 6,047 shares 6,047 $5.56M 0.36% +522 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: 6,532 shares; 2024Q4: 6,520 shares; 2025Q1: 7,646 shares; 2025Q2: 8,253 shares; 2025Q3: 8,223 shares; 2025Q4: 8,538 shares; 2026Q1: 8,307 shares 8,307 $5.4M 0.35% -231 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: 15,170 shares; 2024Q4: 15,099 shares; 2025Q1: 15,339 shares; 2025Q2: 16,145 shares; 2025Q3: 15,823 shares; 2025Q4: 17,929 shares; 2026Q1: 18,952 shares 18,952 $5.38M 0.34% +1,023 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: 9,329 shares; 2024Q4: 9,329 shares; 2025Q1: 8,429 shares; 2025Q2: 10,039 shares; 2025Q3: 10,039 shares; 2025Q4: 9,319 shares; 2026Q1: 9,445 shares 9,445 $5.32M 0.34% +126 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,188 shares; 2025Q1: 2,993 shares; 2025Q2: 22,619 shares; 2025Q3: 23,059 shares; 2025Q4: 23,568 shares; 2026Q1: 26,810 shares 26,810 $5.15M 0.33% +3,242 Timeline BRK-A 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 7 shares 7 $5.03M 0.32% -1 Timeline IBDT 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: 128,299 shares; 2025Q3: 135,162 shares; 2025Q4: 144,082 shares; 2026Q1: 198,024 shares 198,024 $5.02M 0.32% +53,942 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: 22,430 shares; 2024Q4: 21,070 shares; 2025Q1: 23,101 shares; 2025Q2: 24,941 shares; 2025Q3: 27,669 shares; 2025Q4: 35,235 shares; 2026Q1: 39,749 shares 39,749 $4.95M 0.32% +4,514 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,251 shares; 2024Q4: 350,091 shares; 2025Q1: 341,891 shares; 2025Q2: 338,141 shares; 2025Q3: 334,551 shares; 2025Q4: 374,090 shares; 2026Q1: 373,262 shares 373,262 $4.91M 0.31% -828 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: 65,107 shares; 2024Q4: 65,811 shares; 2025Q1: 67,866 shares; 2025Q2: 72,723 shares; 2025Q3: 75,410 shares; 2025Q4: 80,164 shares; 2026Q1: 82,765 shares 82,765 $4.86M 0.31% +2,601 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,069 shares; 2024Q4: 13,069 shares; 2025Q1: 13,009 shares; 2025Q2: 13,173 shares; 2025Q3: 13,127 shares; 2025Q4: 13,190 shares; 2026Q1: 13,265 shares 13,265 $4.76M 0.31% +75 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,636 shares; 2024Q4: 5,625 shares; 2025Q1: 5,390 shares; 2025Q2: 5,289 shares; 2025Q3: 5,284 shares; 2025Q4: 5,353 shares; 2026Q1: 5,308 shares 5,308 $4.6M 0.29% -45 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,581 shares; 2024Q4: 221,658 shares; 2025Q1: 220,114 shares; 2025Q2: 231,084 shares; 2025Q3: 276,427 shares; 2025Q4: 558,017 shares; 2026Q1: 273,681 shares 273,681 $4.33M 0.28% -284,336 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,588 shares; 2025Q1: 3,668 shares; 2025Q2: 4,129 shares; 2025Q3: 4,135 shares; 2025Q4: 4,526 shares; 2026Q1: 4,848 shares 4,848 $4.23M 0.27% +322 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: 103,655 shares; 2024Q4: 103,607 shares; 2025Q1: 102,817 shares; 2025Q2: 102,397 shares; 2025Q3: 104,803 shares; 2025Q4: 103,820 shares; 2026Q1: 31,760 shares 31,760 $4.19M 0.27% -72,060 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,494 shares; 2024Q4: 9,492 shares; 2025Q1: 9,442 shares; 2025Q2: 10,015 shares; 2025Q3: 10,026 shares; 2025Q4: 9,554 shares; 2026Q1: 9,664 shares 9,664 $4.03M 0.26% +110 Timeline IEFA 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: 39,351 shares; 2025Q3: 39,751 shares; 2025Q4: 39,347 shares; 2026Q1: 42,361 shares 42,361 $3.83M 0.25% +3,014 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,349 shares; 2024Q4: 13,090 shares; 2025Q1: 12,959 shares; 2025Q2: 12,475 shares; 2025Q3: 12,040 shares; 2025Q4: 24,056 shares; 2026Q1: 11,781 shares 11,781 $3.78M 0.24% -12,275 Timeline CIVB CIVISTA BANCSHARES INC More: the full row for CIVISTA BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,681 shares; 2024Q4: 176,681 shares; 2025Q1: 167,384 shares; 2025Q2: 166,085 shares; 2025Q3: 163,987 shares; 2025Q4: 163,158 shares; 2026Q1: 162,128 shares 162,128 $3.69M 0.24% -1,030 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,577 shares; 2024Q4: 161,843 shares; 2025Q1: 162,763 shares; 2025Q2: 167,138 shares; 2025Q3: 154,887 shares; 2025Q4: 32,976 shares; 2026Q1: 30,114 shares 30,114 $3.65M 0.23% -2,862 Timeline IBDR 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: 142,117 shares; 2025Q3: 146,867 shares; 2025Q4: 152,071 shares; 2026Q1: 147,979 shares 147,979 $3.59M 0.23% -4,092 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,282 shares; 2024Q4: 12,314 shares; 2025Q1: 12,614 shares; 2025Q2: 17,320 shares; 2025Q3: 16,392 shares; 2025Q4: 16,510 shares; 2026Q1: 16,661 shares 16,661 $3.56M 0.23% +151 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,316 shares; 2024Q4: 6,316 shares; 2025Q1: 6,204 shares; 2025Q2: 6,098 shares; 2025Q3: 6,143 shares; 2025Q4: 6,135 shares; 2026Q1: 5,795 shares 5,795 $3.51M 0.22% -340 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,843 shares; 2024Q4: 7,844 shares; 2025Q1: 7,763 shares; 2025Q2: 8,048 shares; 2025Q3: 8,025 shares; 2025Q4: 8,939 shares; 2026Q1: 9,399 shares 9,399 $3.36M 0.22% +460 Timeline IBDU 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: 96,944 shares; 2025Q3: 108,260 shares; 2025Q4: 123,418 shares; 2026Q1: 140,301 shares 140,301 $3.26M 0.21% +16,883 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,261 shares; 2025Q3: 65,866 shares; 2025Q4: 61,414 shares; 2026Q1: 63,936 shares 63,936 $3.26M 0.21% +2,522 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,089 shares; 2024Q4: 289,309 shares; 2025Q1: 123,924 shares; 2025Q2: 118,967 shares; 2025Q3: 117,238 shares; 2025Q4: 113,272 shares; 2026Q1: 113,178 shares 113,178 $3.25M 0.21% -94 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,224 shares; 2024Q4: 8,139 shares; 2025Q1: 10,539 shares; 2025Q2: 10,382 shares; 2025Q3: 10,283 shares; 2025Q4: 9,514 shares; 2026Q1: 10,300 shares 10,300 $2.96M 0.19% +786 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,130 shares; 2024Q4: 10,031 shares; 2025Q1: 10,022 shares; 2025Q2: 10,509 shares; 2025Q3: 10,446 shares; 2025Q4: 9,934 shares; 2026Q1: 10,215 shares 10,215 $2.95M 0.19% +281 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,210 shares; 2024Q4: 14,806 shares; 2025Q1: 14,605 shares; 2025Q2: 15,202 shares; 2025Q3: 14,800 shares; 2025Q4: 13,889 shares; 2026Q1: 9,730 shares 9,730 $2.94M 0.19% -4,159 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS 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: 4,079 shares 4,079 $2.87M 0.18% new Timeline IBDV 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: 28,142 shares; 2025Q3: 44,489 shares; 2025Q4: 109,615 shares; 2026Q1: 129,102 shares 129,102 $2.83M 0.18% +19,487 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 1,507 shares; 2025Q2: 1,507 shares; 2025Q3: 1,507 shares; 2025Q4: 1,465 shares; 2026Q1: 1,443 shares 1,443 $2.76M 0.18% -22 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,571 shares; 2024Q4: 14,559 shares; 2025Q1: 14,556 shares; 2025Q2: 15,493 shares; 2025Q3: 15,305 shares; 2025Q4: 13,970 shares; 2026Q1: 13,438 shares 13,438 $2.76M 0.18% -532 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,066 shares; 2024Q4: 51,819 shares; 2025Q1: 59,050 shares; 2025Q2: 100,404 shares; 2025Q3: 84,993 shares; 2025Q4: 93,356 shares; 2026Q1: 93,787 shares 93,787 $2.63M 0.17% +431 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,801 shares; 2024Q4: 24,665 shares; 2025Q1: 24,022 shares; 2025Q2: 23,738 shares; 2025Q3: 23,699 shares; 2025Q4: 23,818 shares; 2026Q1: 19,580 shares 19,580 $2.57M 0.16% -4,238 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,752 shares; 2024Q4: 9,048 shares; 2025Q1: 8,679 shares; 2025Q2: 8,660 shares; 2025Q3: 7,890 shares; 2025Q4: 7,678 shares; 2026Q1: 7,529 shares 7,529 $2.55M 0.16% -149 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: 4,226 shares; 2024Q4: 4,226 shares; 2025Q1: 6,063 shares; 2025Q2: 6,079 shares; 2025Q3: 6,075 shares; 2025Q4: 6,125 shares; 2026Q1: 5,810 shares 5,810 $2.5M 0.16% -315 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,191 shares; 2024Q4: 25,209 shares; 2025Q1: 25,016 shares; 2025Q2: 24,452 shares; 2025Q3: 23,624 shares; 2025Q4: 35,822 shares; 2026Q1: 40,897 shares 40,897 $2.48M 0.16% +5,075 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,332 shares; 2024Q4: 20,574 shares; 2025Q1: 20,042 shares; 2025Q2: 19,642 shares; 2025Q3: 19,822 shares; 2025Q4: 19,242 shares; 2026Q1: 18,872 shares 18,872 $2.39M 0.15% -370 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,946 shares; 2024Q4: 15,873 shares; 2025Q1: 15,893 shares; 2025Q2: 17,012 shares; 2025Q3: 18,201 shares; 2025Q4: 18,185 shares; 2026Q1: 17,887 shares 17,887 $2.3M 0.15% -298 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,788 shares; 2024Q4: 4,841 shares; 2025Q1: 4,837 shares; 2025Q2: 5,177 shares; 2025Q3: 5,177 shares; 2025Q4: 6,276 shares; 2026Q1: 6,579 shares 6,579 $2.26M 0.14% +303 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,986 shares; 2024Q4: 58,850 shares; 2025Q1: 58,850 shares; 2025Q2: 61,637 shares; 2025Q3: 58,265 shares; 2025Q4: 51,906 shares; 2026Q1: 49,504 shares 49,504 $2.03M 0.13% -2,402 Timeline VTI 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: 6,410 shares; 2024Q4: 6,410 shares; 2025Q1: 6,295 shares; 2025Q2: 6,463 shares; 2025Q3: 6,442 shares; 2025Q4: 6,402 shares; 2026Q1: 6,252 shares 6,252 $2.01M 0.13% -150 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,148 shares; 2024Q4: 48,759 shares; 2025Q1: 48,307 shares; 2025Q2: 47,566 shares; 2025Q3: 47,302 shares; 2025Q4: 41,240 shares; 2026Q1: 37,393 shares 37,393 $1.94M 0.12% -3,847 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,395 shares; 2024Q4: 19,395 shares; 2025Q1: 19,395 shares; 2025Q2: 19,395 shares; 2025Q3: 19,395 shares; 2025Q4: 18,699 shares; 2026Q1: 18,073 shares 18,073 $1.93M 0.12% -626 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,929 shares; 2024Q4: 15,916 shares; 2025Q1: 15,784 shares; 2025Q2: 16,656 shares; 2025Q3: 16,121 shares; 2025Q4: 14,302 shares; 2026Q1: 14,677 shares 14,677 $1.92M 0.12% +375 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 4,750 shares; 2025Q1: 4,844 shares; 2025Q2: 4,856 shares; 2025Q3: 4,447 shares; 2025Q4: 4,504 shares; 2026Q1: 4,825 shares 4,825 $1.88M 0.12% +321 Timeline IBDW 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: 79,686 shares; 2026Q1: 88,094 shares 88,094 $1.84M 0.12% +8,408 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,208 shares; 2024Q4: 14,846 shares; 2025Q1: 15,114 shares; 2025Q2: 17,013 shares; 2025Q3: 16,954 shares; 2025Q4: 18,022 shares; 2026Q1: 18,318 shares 18,318 $1.84M 0.12% +296 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,630 shares; 2024Q4: 8,611 shares; 2025Q1: 8,600 shares; 2025Q2: 9,172 shares; 2025Q3: 9,249 shares; 2025Q4: 18,251 shares; 2026Q1: 9,155 shares 9,155 $1.82M 0.12% -9,096 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: not reported; 2025Q1: 1,783 shares; 2025Q2: 6,454 shares; 2025Q3: 6,462 shares; 2025Q4: 10,075 shares; 2026Q1: 9,963 shares 9,963 $1.82M 0.12% -112 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,385 shares; 2024Q4: 3,385 shares; 2025Q1: 3,318 shares; 2025Q2: 6,440 shares; 2025Q3: 6,444 shares; 2025Q4: 6,517 shares; 2026Q1: 7,376 shares 7,376 $1.8M 0.12% +859 Timeline 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: 1,980 shares; 2024Q4: 1,983 shares; 2025Q1: 2,189 shares; 2025Q2: 2,657 shares; 2025Q3: 2,654 shares; 2025Q4: 2,764 shares; 2026Q1: 2,752 shares 2,752 $1.8M 0.12% -12 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: 41,477 shares; 2024Q4: 39,132 shares; 2025Q1: 39,462 shares; 2025Q2: 41,599 shares; 2025Q3: 38,355 shares; 2025Q4: 29,399 shares; 2026Q1: 35,439 shares 35,439 $1.78M 0.11% +6,040 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: 4,141 shares; 2024Q4: 4,068 shares; 2025Q1: 4,164 shares; 2025Q2: 4,109 shares; 2025Q3: 4,065 shares; 2025Q4: 4,591 shares; 2026Q1: 4,157 shares 4,157 $1.77M 0.11% -434 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,780 shares; 2024Q4: 72,580 shares; 2025Q1: 76,610 shares; 2025Q2: 81,901 shares; 2025Q3: 80,188 shares; 2025Q4: 153,217 shares; 2026Q1: 59,792 shares 59,792 $1.73M 0.11% -93,425 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: 4,849 shares; 2024Q4: 4,922 shares; 2025Q1: 5,293 shares; 2025Q2: 5,539 shares; 2025Q3: 5,604 shares; 2025Q4: 7,261 shares; 2026Q1: 8,704 shares 8,704 $1.69M 0.11% +1,443 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,949 shares; 2024Q4: 19,755 shares; 2025Q1: 19,789 shares; 2025Q2: 19,903 shares; 2025Q3: 19,903 shares; 2025Q4: 42,090 shares; 2026Q1: 17,753 shares 17,753 $1.65M 0.11% -24,337 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,957 shares 42,957 $1.58M 0.1% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,412 shares; 2024Q4: 11,149 shares; 2025Q1: 11,149 shares; 2025Q2: 11,553 shares; 2025Q3: 11,263 shares; 2025Q4: 9,417 shares; 2026Q1: 11,804 shares 11,804 $1.55M 0.1% +2,387 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,031 shares; 2024Q4: 33,612 shares; 2025Q1: 33,861 shares; 2025Q2: 34,358 shares; 2025Q3: 33,205 shares; 2025Q4: 46,458 shares; 2026Q1: 25,078 shares 25,078 $1.55M 0.1% -21,380 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,824 shares; 2024Q4: 23,231 shares; 2025Q1: 22,931 shares; 2025Q2: 26,067 shares; 2025Q3: 24,365 shares; 2025Q4: 21,615 shares; 2026Q1: 19,360 shares 19,360 $1.54M 0.1% -2,255 Timeline BIL 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: 5,587 shares; 2025Q3: 8,658 shares; 2025Q4: 16,320 shares; 2026Q1: 16,295 shares 16,295 $1.49M 0.1% -25 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,157 shares; 2025Q1: 1,202 shares; 2025Q2: 1,398 shares; 2025Q3: 1,398 shares; 2025Q4: 2,168 shares; 2026Q1: 2,344 shares 2,344 $1.42M 0.09% +176 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,598 shares; 2025Q1: 1,750 shares; 2025Q2: 1,890 shares; 2025Q3: 1,892 shares; 2025Q4: 2,237 shares; 2026Q1: 3,045 shares 3,045 $1.4M 0.09% +808 Timeline IWR 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: 7,804 shares; 2024Q4: 7,804 shares; 2025Q1: 7,804 shares; 2025Q2: 8,744 shares; 2025Q3: 8,210 shares; 2025Q4: 8,210 shares; 2026Q1: 14,334 shares 14,334 $1.39M 0.09% +6,124 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,708 shares; 2024Q4: 9,708 shares; 2025Q1: 8,743 shares; 2025Q2: 8,743 shares; 2025Q3: 8,753 shares; 2025Q4: 8,291 shares; 2026Q1: 8,467 shares 8,467 $1.39M 0.09% +176 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,017 shares; 2024Q4: 12,017 shares; 2025Q1: 13,161 shares; 2025Q2: 20,472 shares; 2025Q3: 20,509 shares; 2025Q4: 16,681 shares; 2026Q1: 16,935 shares 16,935 $1.31M 0.08% +254 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: 4,450 shares; 2024Q4: 4,490 shares; 2025Q1: 4,586 shares; 2025Q2: 5,137 shares; 2025Q3: 5,137 shares; 2025Q4: 3,882 shares; 2026Q1: 4,293 shares 4,293 $1.3M 0.08% +411 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,369 shares; 2024Q4: 7,369 shares; 2025Q1: 7,452 shares; 2025Q2: 7,452 shares; 2025Q3: 7,156 shares; 2025Q4: 7,578 shares; 2026Q1: 8,818 shares 8,818 $1.3M 0.08% +1,240 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,570 shares; 2024Q4: 25,570 shares; 2025Q1: 25,570 shares; 2025Q2: 25,570 shares; 2025Q3: 25,570 shares; 2025Q4: 25,570 shares; 2026Q1: 25,570 shares 25,570 $1.27M 0.08% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,916 shares; 2024Q4: 35,906 shares; 2025Q1: 35,906 shares; 2025Q2: 36,500 shares; 2025Q3: 36,000 shares; 2025Q4: 31,724 shares; 2026Q1: 27,058 shares 27,058 $1.26M 0.08% -4,666 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,443 shares; 2024Q4: 48,521 shares; 2025Q1: 48,611 shares; 2025Q2: 50,701 shares; 2025Q3: 60,508 shares; 2025Q4: 69,353 shares; 2026Q1: 62,486 shares 62,486 $1.25M 0.08% -6,867 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,244 shares; 2024Q4: 18,887 shares; 2025Q1: 18,549 shares; 2025Q2: 19,834 shares; 2025Q3: 19,894 shares; 2025Q4: 22,084 shares; 2026Q1: 22,098 shares 22,098 $1.24M 0.08% +14 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,693 shares; 2024Q4: 27,693 shares; 2025Q1: 28,593 shares; 2025Q2: 28,916 shares; 2025Q3: 28,919 shares; 2025Q4: 33,880 shares; 2026Q1: 36,903 shares 36,903 $1.24M 0.08% +3,023 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 434 shares; 2025Q3: 485 shares; 2025Q4: 1,587 shares; 2026Q1: 2,070 shares 2,070 $1.24M 0.08% +483 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 4,466 shares; 2025Q1: 4,648 shares; 2025Q2: 4,700 shares; 2025Q3: 5,409 shares; 2025Q4: 6,216 shares; 2026Q1: 5,884 shares 5,884 $1.22M 0.08% -332 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,109 shares; 2024Q4: 8,652 shares; 2025Q1: 8,645 shares; 2025Q2: 8,925 shares; 2025Q3: 8,832 shares; 2025Q4: 11,746 shares; 2026Q1: 12,379 shares 12,379 $1.22M 0.08% +633 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,685 shares; 2025Q1: 1,724 shares; 2025Q2: 4,951 shares; 2025Q3: 4,684 shares; 2025Q4: 4,820 shares; 2026Q1: 5,250 shares 5,250 $1.19M 0.08% +430 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,510 shares; 2024Q4: 13,818 shares; 2025Q1: 13,368 shares; 2025Q2: 13,890 shares; 2025Q3: 13,894 shares; 2025Q4: 12,822 shares; 2026Q1: 11,961 shares 11,961 $1.15M 0.07% -861 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,412 shares; 2024Q4: 20,412 shares; 2025Q1: 20,412 shares; 2025Q2: 19,694 shares; 2025Q3: 19,697 shares; 2025Q4: 19,728 shares; 2026Q1: 17,396 shares 17,396 $1.15M 0.07% -2,332 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL 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: 7,914 shares; 2025Q3: 7,893 shares; 2025Q4: 7,672 shares; 2026Q1: 7,663 shares 7,663 $1.13M 0.07% -9 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,447 shares; 2024Q4: 4,447 shares; 2025Q1: 4,400 shares; 2025Q2: 4,030 shares; 2025Q3: 3,930 shares; 2025Q4: 3,812 shares; 2026Q1: 3,891 shares 3,891 $1.13M 0.07% +79 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 620 shares; 2026Q1: 811 shares 811 $1.12M 0.07% +191 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,795 shares; 2024Q4: 7,620 shares; 2025Q1: 7,620 shares; 2025Q2: 7,562 shares; 2025Q3: 7,222 shares; 2025Q4: 7,183 shares; 2026Q1: 6,965 shares 6,965 $1.1M 0.07% -218 Timeline VB 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: 4,552 shares; 2024Q4: 5,533 shares; 2025Q1: 2,686 shares; 2025Q2: 4,179 shares; 2025Q3: 4,183 shares; 2025Q4: 4,081 shares; 2026Q1: 4,085 shares 4,085 $1.07M 0.07% +4 Timeline PCG PG&E CORP More: the full row for PG&E 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: 39,644 shares; 2026Q1: 57,838 shares 57,838 $1.02M 0.07% +18,194 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,849 shares; 2024Q4: 21,485 shares; 2025Q1: 21,125 shares; 2025Q2: 22,382 shares; 2025Q3: 22,258 shares; 2025Q4: 42,874 shares; 2026Q1: 17,321 shares 17,321 $1.01M 0.06% -25,553 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,957 shares; 2024Q4: 15,510 shares; 2025Q1: 15,510 shares; 2025Q2: 15,006 shares; 2025Q3: 15,011 shares; 2025Q4: 14,151 shares; 2026Q1: 14,816 shares 14,816 $1.01M 0.06% +665 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 783 shares; 2025Q1: 789 shares; 2025Q2: 1,242 shares; 2025Q3: 1,224 shares; 2025Q4: 527 shares; 2026Q1: 1,115 shares 1,115 $998K 0.06% +588 Timeline IWF 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: 1,956 shares; 2024Q4: 1,956 shares; 2025Q1: 1,956 shares; 2025Q2: 2,070 shares; 2025Q3: 2,044 shares; 2025Q4: 2,016 shares; 2026Q1: 2,286 shares 2,286 $975K 0.06% +270 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,326 shares; 2025Q2: 1,686 shares; 2025Q3: 3,721 shares; 2025Q4: 4,980 shares; 2026Q1: 6,012 shares 6,012 $964K 0.06% +1,032 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,245 shares; 2024Q4: 63,840 shares; 2025Q1: 64,126 shares; 2025Q2: 66,713 shares; 2025Q3: 66,519 shares; 2025Q4: 65,989 shares; 2026Q1: 4,931 shares 4,931 $920K 0.06% -61,058 Timeline EFA 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: 5,956 shares; 2024Q4: 5,960 shares; 2025Q1: 5,510 shares; 2025Q2: 10,390 shares; 2025Q3: 9,020 shares; 2025Q4: 9,285 shares; 2026Q1: 9,475 shares 9,475 $920K 0.06% +190 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 4,178 shares; 2025Q4: 5,778 shares; 2026Q1: 17,890 shares 17,890 $894K 0.06% +12,112 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,542 shares; 2024Q4: 38,742 shares; 2025Q1: 37,152 shares; 2025Q2: 34,805 shares; 2025Q3: 34,405 shares; 2025Q4: 33,270 shares; 2026Q1: 29,150 shares 29,150 $891K 0.06% -4,120 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: 12,900 shares; 2024Q4: 12,900 shares; 2025Q1: 13,147 shares; 2025Q2: 13,529 shares; 2025Q3: 13,376 shares; 2025Q4: 11,101 shares; 2026Q1: 12,232 shares 12,232 $890K 0.06% +1,131 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,885 shares; 2024Q4: 11,885 shares; 2025Q1: 11,885 shares; 2025Q2: 11,803 shares; 2025Q3: 11,803 shares; 2025Q4: 11,805 shares; 2026Q1: 11,813 shares 11,813 $885K 0.06% +8 Timeline BIIB BIOGEN INC More: the full row for BIOGEN 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: 2,272 shares; 2026Q1: 4,803 shares 4,803 $881K 0.06% +2,531 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,293 shares; 2024Q4: 55,713 shares; 2025Q1: 5,729 shares; 2025Q2: 6,446 shares; 2025Q3: 6,417 shares; 2025Q4: 11,685 shares; 2026Q1: 4,515 shares 4,515 $877K 0.06% -7,170 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: 1,667 shares; 2024Q4: 1,740 shares; 2025Q1: 1,894 shares; 2025Q2: 2,182 shares; 2025Q3: 2,181 shares; 2025Q4: 1,963 shares; 2026Q1: 2,348 shares 2,348 $873K 0.06% +385 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,823 shares; 2024Q4: 18,423 shares; 2025Q1: 20,260 shares; 2025Q2: 23,623 shares; 2025Q3: 20,779 shares; 2025Q4: 20,707 shares; 2026Q1: 19,588 shares 19,588 $864K 0.06% -1,119 Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 8,791 shares; 2026Q1: 11,662 shares 11,662 $853K 0.05% +2,871 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,215 shares; 2024Q4: 3,215 shares; 2025Q1: 3,215 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares; 2025Q4: 3,211 shares; 2026Q1: 3,995 shares 3,995 $844K 0.05% +784 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,706 shares; 2026Q1: 7,355 shares 7,355 $796K 0.05% +649 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,945 shares; 2024Q4: 8,945 shares; 2025Q1: 14,945 shares; 2025Q2: 10,945 shares; 2025Q3: 11,945 shares; 2025Q4: 13,436 shares; 2026Q1: 15,436 shares 15,436 $787K 0.05% +2,000 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,613 shares; 2024Q4: 3,578 shares; 2025Q1: 3,908 shares; 2025Q2: 4,511 shares; 2025Q3: 4,562 shares; 2025Q4: 3,180 shares; 2026Q1: 2,203 shares 2,203 $775K 0.05% -977 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,976 shares; 2024Q4: 16,278 shares; 2025Q1: 16,587 shares; 2025Q2: 17,700 shares; 2025Q3: 17,815 shares; 2025Q4: 17,471 shares; 2026Q1: 16,828 shares 16,828 $774K 0.05% -643 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: 993 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 931 shares; 2025Q3: 943 shares; 2025Q4: 1,551 shares; 2026Q1: 1,340 shares 1,340 $773K 0.05% -211 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: 2,490 shares; 2024Q4: 2,488 shares; 2025Q1: 2,488 shares; 2025Q2: 2,488 shares; 2025Q3: 1,835 shares; 2025Q4: 1,835 shares; 2026Q1: 3,118 shares 3,118 $773K 0.05% +1,283 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS 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: 68 shares; 2026Q1: 183 shares 183 $770K 0.05% +115 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 8,659 shares; 2026Q1: 11,015 shares 11,015 $762K 0.05% +2,356 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL 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: 1,823 shares; 2026Q1: 3,988 shares 3,988 $756K 0.05% +2,165 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,938 shares; 2024Q4: 15,938 shares; 2025Q1: 15,003 shares; 2025Q2: 13,899 shares; 2025Q3: 13,902 shares; 2025Q4: 16,043 shares; 2026Q1: 15,912 shares 15,912 $748K 0.05% -131 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 1,958 shares; 2026Q1: 2,744 shares 2,744 $742K 0.05% +786 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,925 shares; 2024Q4: 1,925 shares; 2025Q1: 1,925 shares; 2025Q2: 2,134 shares; 2025Q3: 2,136 shares; 2025Q4: 4,676 shares; 2026Q1: 3,933 shares 3,933 $717K 0.05% -743 Timeline VO 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: 2,498 shares; 2025Q3: 2,500 shares; 2025Q4: 2,808 shares; 2026Q1: 2,461 shares 2,461 $707K 0.05% -347 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,689 shares; 2024Q4: 4,553 shares; 2025Q1: 4,553 shares; 2025Q2: 4,553 shares; 2025Q3: 4,553 shares; 2025Q4: 2,712 shares; 2026Q1: 3,196 shares 3,196 $700K 0.04% +484 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,624 shares; 2024Q4: 39,441 shares; 2025Q1: 39,828 shares; 2025Q2: 33,446 shares; 2025Q3: 32,132 shares; 2025Q4: 64,012 shares; 2026Q1: 25,015 shares 25,015 $687K 0.04% -38,997 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: not reported; 2025Q4: not reported; 2026Q1: 2,726 shares 2,726 $683K 0.04% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS 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: 522 shares; 2026Q1: 882 shares 882 $681K 0.04% +360 Timeline VUG 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: 1,692 shares; 2024Q4: 1,130 shares; 2025Q1: 1,368 shares; 2025Q2: 1,582 shares; 2025Q3: 1,557 shares; 2025Q4: 1,558 shares; 2026Q1: 1,559 shares 1,559 $681K 0.04% +1 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 434 shares; 2025Q1: 455 shares; 2025Q2: 476 shares; 2025Q3: 424 shares; 2025Q4: 4,115 shares; 2026Q1: 6,511 shares 6,511 $681K 0.04% +2,396 Timeline PDLB PONCE FINANCIAL GROUP INC More: the full row for PONCE FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,557 shares; 2024Q4: 45,557 shares; 2025Q1: 45,557 shares; 2025Q2: 44,925 shares; 2025Q3: 41,372 shares; 2025Q4: 40,535 shares; 2026Q1: 40,533 shares 40,533 $677K 0.04% -2 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 4,953 shares; 2026Q1: 5,252 shares 5,252 $663K 0.04% +299 Timeline XLE 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: 7,208 shares; 2025Q2: 5,201 shares; 2025Q3: 5,201 shares; 2025Q4: 10,543 shares; 2026Q1: 10,544 shares 10,544 $646K 0.04% +1 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,217 shares; 2024Q4: 33,217 shares; 2025Q1: 33,217 shares; 2025Q2: 31,917 shares; 2025Q3: 31,917 shares; 2025Q4: 31,917 shares; 2026Q1: 29,617 shares 29,617 $638K 0.04% -2,300 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL 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: 15,782 shares; 2026Q1: 19,270 shares 19,270 $631K 0.04% +3,488 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,923 shares; 2024Q4: 18,873 shares; 2025Q1: 18,053 shares; 2025Q2: 16,509 shares; 2025Q3: 14,609 shares; 2025Q4: 17,248 shares; 2026Q1: 16,898 shares 16,898 $629K 0.04% -350 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES 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: 8,052 shares; 2025Q3: 9,213 shares; 2025Q4: 8,772 shares; 2026Q1: 6,997 shares 6,997 $617K 0.04% -1,775 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,350 shares; 2025Q1: 3,350 shares; 2025Q2: 4,285 shares; 2025Q3: 4,286 shares; 2025Q4: 4,807 shares; 2026Q1: 4,233 shares 4,233 $615K 0.04% -574 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,996 shares; 2024Q4: 2,996 shares; 2025Q1: 2,586 shares; 2025Q2: 5,826 shares; 2025Q3: 5,780 shares; 2025Q4: 5,894 shares; 2026Q1: 5,839 shares 5,839 $580K 0.04% -55 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS 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: 2,087 shares; 2026Q1: 2,717 shares 2,717 $576K 0.04% +630 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,400 shares; 2024Q4: 9,400 shares; 2025Q1: 9,400 shares; 2025Q2: 9,400 shares; 2025Q3: 21,876 shares; 2025Q4: 19,828 shares; 2026Q1: 19,850 shares 19,850 $575K 0.04% +22 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 418 shares; 2025Q1: 439 shares; 2025Q2: 438 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,349 shares 1,349 $574K 0.04% new Timeline GLW CORNING INC More: the full row for CORNING 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: 4,575 shares; 2025Q3: 3,744 shares; 2025Q4: 3,836 shares; 2026Q1: 4,187 shares 4,187 $569K 0.04% +351 Timeline USB US BANCORP More: the full row for US BANCORP 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: 4,689 shares; 2025Q3: 4,576 shares; 2025Q4: 7,419 shares; 2026Q1: 10,881 shares 10,881 $566K 0.04% +3,462 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 2,866 shares; 2026Q1: 2,230 shares 2,230 $559K 0.04% -636 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 3,522 shares; 2025Q1: 3,669 shares; 2025Q2: 4,809 shares; 2025Q3: 6,913 shares; 2025Q4: 6,942 shares; 2026Q1: 5,091 shares 5,091 $559K 0.04% -1,851 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 1,814 shares 1,814 $538K 0.03% 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: 7,001 shares; 2024Q4: 7,001 shares; 2025Q1: 8,633 shares; 2025Q2: 10,038 shares; 2025Q3: 9,904 shares; 2025Q4: 11,423 shares; 2026Q1: 10,908 shares 10,908 $532K 0.03% -515 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL 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: 2,941 shares 2,941 $514K 0.03% new Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,680 shares; 2025Q2: 12,680 shares; 2025Q3: 12,680 shares; 2025Q4: 12,871 shares; 2026Q1: 10,721 shares 10,721 $512K 0.03% -2,150 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 2,884 shares; 2025Q1: 2,662 shares; 2025Q2: 2,613 shares; 2025Q3: 2,373 shares; 2025Q4: 2,249 shares; 2026Q1: 2,131 shares 2,131 $510K 0.03% -118 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP 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: 468 shares; 2026Q1: 683 shares 683 $504K 0.03% +215 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 184 shares; 2025Q1: 199 shares; 2025Q2: 205 shares; 2025Q3: 223 shares; 2025Q4: 229 shares; 2026Q1: 286 shares 286 $494K 0.03% +57 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,760 shares; 2024Q4: 23,271 shares; 2025Q1: 23,190 shares; 2025Q2: 1,351 shares; 2025Q3: 1,491 shares; 2025Q4: 1,967 shares; 2026Q1: 1,804 shares 1,804 $488K 0.03% -163 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 2,010 shares; 2026Q1: 1,960 shares 1,960 $487K 0.03% -50 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS 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: 7,164 shares; 2025Q4: 6,428 shares; 2026Q1: 6,382 shares 6,382 $484K 0.03% -46 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 430 shares; 2026Q1: 489 shares 489 $479K 0.03% +59 Timeline IBHH 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: 20,296 shares 20,296 $476K 0.03% new Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: not reported; 2025Q1: 6,933 shares; 2025Q2: 7,112 shares; 2025Q3: 7,100 shares; 2025Q4: 7,100 shares; 2026Q1: 7,100 shares 7,100 $475K 0.03% 0 Timeline IEMG 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: 6,748 shares; 2025Q3: 5,164 shares; 2025Q4: 5,337 shares; 2026Q1: 6,771 shares 6,771 $472K 0.03% +1,434 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,054 shares; 2024Q4: 9,654 shares; 2025Q1: 9,654 shares; 2025Q2: 10,799 shares; 2025Q3: 10,803 shares; 2025Q4: 5,928 shares; 2026Q1: 9,226 shares 9,226 $467K 0.03% +3,298 Timeline RMBI RICHMOND MUT BANCORPORATION More: the full row for RICHMOND MUT BANCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,877 shares; 2024Q4: 35,877 shares; 2025Q1: 35,877 shares; 2025Q2: 34,615 shares; 2025Q3: 34,615 shares; 2025Q4: 34,240 shares; 2026Q1: 34,238 shares 34,238 $465K 0.03% -2 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,302 shares; 2025Q2: 29,102 shares; 2025Q3: 29,102 shares; 2025Q4: 40,662 shares; 2026Q1: 21,759 shares 21,759 $464K 0.03% -18,903 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: 5,670 shares; 2025Q2: 5,520 shares; 2025Q3: 5,520 shares; 2025Q4: 5,520 shares; 2026Q1: 5,050 shares 5,050 $463K 0.03% -470 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,191 shares; 2024Q4: 4,191 shares; 2025Q1: 3,691 shares; 2025Q2: 3,587 shares; 2025Q3: 3,672 shares; 2025Q4: 3,936 shares; 2026Q1: 3,888 shares 3,888 $460K 0.03% -48 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA 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: 836 shares 836 $459K 0.03% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,143 shares; 2025Q1: 1,113 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,470 shares; 2026Q1: 1,296 shares 1,296 $459K 0.03% -174 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,590 shares; 2025Q1: 2,794 shares; 2025Q2: 3,536 shares; 2025Q3: 3,258 shares; 2025Q4: 3,781 shares; 2026Q1: 3,777 shares 3,777 $458K 0.03% -4 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR 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: 85,026 shares; 2025Q3: 85,853 shares; 2025Q4: 7,529 shares; 2026Q1: 5,851 shares 5,851 $457K 0.03% -1,678 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN 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: 2,618 shares 2,618 $454K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,816 shares 10,816 $450K 0.03% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,398 shares; 2024Q4: 4,533 shares; 2025Q1: 4,648 shares; 2025Q2: 4,445 shares; 2025Q3: 4,445 shares; 2025Q4: 3,635 shares; 2026Q1: 3,431 shares 3,431 $449K 0.03% -204 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 1,875 shares 1,875 $447K 0.03% new Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 2,934 shares; 2026Q1: 5,454 shares 5,454 $446K 0.03% +2,520 Timeline XLI 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: 1,754 shares; 2024Q4: 1,754 shares; 2025Q1: 2,854 shares; 2025Q2: 2,754 shares; 2025Q3: 2,754 shares; 2025Q4: 2,754 shares; 2026Q1: 2,750 shares 2,750 $445K 0.03% -4 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP 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: 5,513 shares; 2026Q1: 7,383 shares 7,383 $443K 0.03% +1,870 Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET GROUP 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: 2,166 shares; 2026Q1: 3,003 shares 3,003 $438K 0.03% +837 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP 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: 3,440 shares; 2026Q1: 5,400 shares 5,400 $437K 0.03% +1,960 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL 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: 6,296 shares; 2026Q1: 7,606 shares 7,606 $430K 0.03% +1,310 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,809 shares; 2024Q4: 2,809 shares; 2025Q1: 2,989 shares; 2025Q2: 2,989 shares; 2025Q3: 2,989 shares; 2025Q4: 2,789 shares; 2026Q1: 2,723 shares 2,723 $428K 0.03% -66 Timeline XEL XCEL ENERGY INC More: the full row for XCEL 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: 6,576 shares; 2026Q1: 5,380 shares 5,380 $427K 0.03% -1,196 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS 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: 2,522 shares; 2026Q1: 2,965 shares 2,965 $426K 0.03% +443 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 2,192 shares; 2026Q1: 2,142 shares 2,142 $423K 0.03% -50 Timeline MASI MASIMO CORP More: the full row for MASIMO 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: 2,002 shares; 2026Q1: 2,360 shares 2,360 $420K 0.03% +358 Timeline QUAL 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 2,117 shares; 2025Q2: 2,179 shares; 2025Q3: 2,183 shares; 2025Q4: 2,187 shares; 2026Q1: 2,188 shares 2,188 $420K 0.03% +1 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,671 shares; 2024Q4: 5,220 shares; 2025Q1: 4,800 shares; 2025Q2: 4,750 shares; 2025Q3: 4,260 shares; 2025Q4: 4,161 shares; 2026Q1: 4,161 shares 4,161 $418K 0.03% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,529 shares; 2024Q4: 9,029 shares; 2025Q1: 9,029 shares; 2025Q2: 9,029 shares; 2025Q3: 8,996 shares; 2025Q4: 8,153 shares; 2026Q1: 7,145 shares 7,145 $417K 0.03% -1,008 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 3,767 shares 3,767 $413K 0.03% new Timeline OEF 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: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,269 shares; 2025Q2: 1,210 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares; 2026Q1: 1,281 shares 1,281 $407K 0.03% +71 Timeline ITT ITT INC More: the full row for ITT 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: 1,212 shares; 2026Q1: 2,116 shares 2,116 $404K 0.03% +904 Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 4,118 shares; 2026Q1: 4,610 shares 4,610 $404K 0.03% +492 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,635 shares; 2025Q1: 1,635 shares; 2025Q2: 2,064 shares; 2025Q3: 2,038 shares; 2025Q4: 1,928 shares; 2026Q1: 1,737 shares 1,737 $399K 0.03% -191 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 6,889 shares; 2026Q1: 6,889 shares 6,889 $396K 0.03% 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: not reported; 2025Q4: 2,419 shares; 2026Q1: 2,647 shares 2,647 $387K 0.02% +228 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 3,606 shares; 2026Q1: 5,265 shares 5,265 $387K 0.02% +1,659 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: 1,040 shares; 2025Q4: 1,031 shares; 2026Q1: 1,129 shares 1,129 $386K 0.02% +98 Timeline WSBC WESBANCO INC More: the full row for WESBANCO 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: 6,457 shares; 2026Q1: 11,064 shares 11,064 $386K 0.02% +4,607 Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 2,154 shares; 2026Q1: 3,059 shares 3,059 $385K 0.02% +905 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: 9,633 shares; 2024Q4: 9,259 shares; 2025Q1: 9,698 shares; 2025Q2: 7,607 shares; 2025Q3: 7,557 shares; 2025Q4: 7,176 shares; 2026Q1: 7,084 shares 7,084 $383K 0.02% -92 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: not reported; 2025Q1: 1,960 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,590 shares; 2026Q1: 2,490 shares 2,490 $380K 0.02% -100 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: not reported; 2025Q1: 2,785 shares; 2025Q2: 2,785 shares; 2025Q3: 2,779 shares; 2025Q4: not reported; 2026Q1: 5,275 shares 5,275 $379K 0.02% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW 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: 1,151 shares 1,151 $376K 0.02% new Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 3,553 shares; 2025Q4: 3,491 shares; 2026Q1: 3,214 shares 3,214 $376K 0.02% -277 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 1,645 shares 1,645 $376K 0.02% new Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF 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: 7,531 shares 7,531 $373K 0.02% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,885 shares; 2024Q4: 4,885 shares; 2025Q1: 4,885 shares; 2025Q2: 4,937 shares; 2025Q3: 4,937 shares; 2025Q4: 4,677 shares; 2026Q1: 3,858 shares 3,858 $372K 0.02% -819 Timeline CZWI CITIZENS CMNTY BANCORP INC M More: the full row for CITIZENS CMNTY BANCORP INC M Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,778 shares; 2024Q4: 18,778 shares; 2025Q1: 18,778 shares; 2025Q2: 18,778 shares; 2025Q3: 18,778 shares; 2025Q4: 18,788 shares; 2026Q1: 18,794 shares 18,794 $372K 0.02% +6 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 5,602 shares 5,602 $372K 0.02% new Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW 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: 5,772 shares; 2026Q1: 8,823 shares 8,823 $371K 0.02% +3,051 Timeline COR CENCORA INC More: the full row for CENCORA 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: 1,179 shares 1,179 $370K 0.02% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW 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: 7,863 shares; 2026Q1: 17,093 shares 17,093 $370K 0.02% +9,230 Timeline CVNA CARVANA CO More: the full row for CARVANA 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: not reported; 2025Q4: not reported; 2026Q1: 1,175 shares 1,175 $369K 0.02% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS 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: 816 shares; 2026Q1: 759 shares 759 $364K 0.02% -57 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL 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: 2,216 shares; 2026Q1: 4,896 shares 4,896 $362K 0.02% +2,680 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 2,136 shares; 2026Q1: 3,584 shares 3,584 $359K 0.02% +1,448 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW 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: 1,092 shares; 2026Q1: 1,303 shares 1,303 $357K 0.02% +211 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES 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: 1,210 shares 1,210 $353K 0.02% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL 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: 624 shares; 2026Q1: 594 shares 594 $352K 0.02% -30 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,467 shares; 2025Q2: 2,767 shares; 2025Q3: 2,770 shares; 2025Q4: not reported; 2026Q1: 3,802 shares 3,802 $352K 0.02% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS 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: 1,152 shares 1,152 $350K 0.02% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,214 shares; 2025Q2: 1,214 shares; 2025Q3: 1,199 shares; 2025Q4: 1,631 shares; 2026Q1: 1,784 shares 1,784 $350K 0.02% +153 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER 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: 7,110 shares 7,110 $350K 0.02% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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: 227 shares; 2026Q1: 362 shares 362 $348K 0.02% +135 Timeline VV 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: 1,287 shares; 2025Q3: 1,289 shares; 2025Q4: 2,113 shares; 2026Q1: 1,162 shares 1,162 $347K 0.02% -951 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 1,904 shares; 2026Q1: 2,634 shares 2,634 $347K 0.02% +730 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,021 shares; 2024Q4: 20,711 shares; 2025Q1: 21,767 shares; 2025Q2: 23,384 shares; 2025Q3: 23,419 shares; 2025Q4: 1,133 shares; 2026Q1: 1,425 shares 1,425 $346K 0.02% +292 Timeline VDE 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: 2,000 shares 2,000 $346K 0.02% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 7,728 shares; 2026Q1: 8,053 shares 8,053 $345K 0.02% +325 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 562 shares; 2026Q1: 787 shares 787 $343K 0.02% +225 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R 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: 4,923 shares; 2026Q1: 5,130 shares 5,130 $340K 0.02% +207 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,257 shares; 2025Q3: 5,421 shares; 2025Q4: 5,757 shares; 2026Q1: 6,269 shares 6,269 $339K 0.02% +512 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,373 shares; 2025Q3: 1,373 shares; 2025Q4: not reported; 2026Q1: 1,141 shares 1,141 $337K 0.02% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL 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: 505 shares; 2026Q1: 756 shares 756 $336K 0.02% +251 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 1,849 shares; 2026Q1: 2,811 shares 2,811 $334K 0.02% +962 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS 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: 1,425 shares; 2025Q3: 1,404 shares; 2025Q4: 1,449 shares; 2026Q1: 1,256 shares 1,256 $329K 0.02% -193 Timeline IBB 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: 1,350 shares; 2026Q1: 1,945 shares 1,945 $328K 0.02% +595 Timeline PLAY DAVE & BUSTERS ENTMT INC More: the full row for DAVE & BUSTERS ENTMT 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: 15,653 shares; 2025Q3: 15,653 shares; 2025Q4: 29,868 shares; 2026Q1: 30,165 shares 30,165 $327K 0.02% +297 Timeline DGRO 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: 4,593 shares; 2024Q4: 4,593 shares; 2025Q1: 4,593 shares; 2025Q2: 4,602 shares; 2025Q3: 4,610 shares; 2025Q4: 4,619 shares; 2026Q1: 4,619 shares 4,619 $324K 0.02% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,090 shares; 2024Q4: 4,090 shares; 2025Q1: 4,090 shares; 2025Q2: 4,090 shares; 2025Q3: 4,090 shares; 2025Q4: 4,090 shares; 2026Q1: 4,090 shares 4,090 $323K 0.02% 0 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: 4,294 shares; 2025Q2: 4,294 shares; 2025Q3: 7,298 shares; 2025Q4: 4,565 shares; 2026Q1: 5,061 shares 5,061 $322K 0.02% +496 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,696 shares; 2024Q4: 11,696 shares; 2025Q1: 11,696 shares; 2025Q2: 11,696 shares; 2025Q3: 18,905 shares; 2025Q4: 10,674 shares; 2026Q1: 10,660 shares 10,660 $320K 0.02% -14 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS 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: 2,590 shares; 2026Q1: 2,410 shares 2,410 $319K 0.02% -180 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY 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: 3,138 shares; 2025Q3: 3,803 shares; 2025Q4: 5,903 shares; 2026Q1: 4,265 shares 4,265 $314K 0.02% -1,638 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS 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: 1,084 shares; 2026Q1: 1,260 shares 1,260 $314K 0.02% +176 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE 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: 3,886 shares; 2026Q1: 4,072 shares 4,072 $314K 0.02% +186 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR 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: 944 shares; 2026Q1: 890 shares 890 $313K 0.02% -54 Timeline FSBW FS BANCORP INC More: the full row for FS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,390 shares; 2024Q4: 14,390 shares; 2025Q1: 14,390 shares; 2025Q2: 14,390 shares; 2025Q3: 13,570 shares; 2025Q4: 8,100 shares; 2026Q1: 8,100 shares 8,100 $313K 0.02% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 562 shares; 2025Q4: 508 shares; 2026Q1: 595 shares 595 $311K 0.02% +87 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,847 shares 4,847 $311K 0.02% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX 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: 1,826 shares 1,826 $308K 0.02% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,060 shares; 2024Q4: 5,060 shares; 2025Q1: 5,060 shares; 2025Q2: 5,347 shares; 2025Q3: 5,468 shares; 2025Q4: 10,591 shares; 2026Q1: 9,623 shares 9,623 $308K 0.02% -968 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW 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: 7,582 shares; 2026Q1: 10,013 shares 10,013 $307K 0.02% +2,431 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 1,102 shares 1,102 $306K 0.02% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 4,379 shares 4,379 $303K 0.02% new Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 5,943 shares 5,943 $301K 0.02% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: not reported; 2025Q4: not reported; 2026Q1: 7,685 shares 7,685 $300K 0.02% new Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP 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: not reported; 2025Q4: 2,154 shares; 2026Q1: 2,938 shares 2,938 $298K 0.02% +784 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP 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: 3,196 shares; 2026Q1: 3,100 shares 3,100 $298K 0.02% -96 Timeline SDY 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: 1,795 shares; 2024Q4: 1,795 shares; 2025Q1: 1,795 shares; 2025Q2: 2,095 shares; 2025Q3: 2,095 shares; 2025Q4: 2,148 shares; 2026Q1: 2,025 shares 2,025 $296K 0.02% -123 Timeline MET METLIFE INC More: the full row for METLIFE 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: 3,087 shares; 2025Q3: 2,998 shares; 2025Q4: 5,041 shares; 2026Q1: 4,173 shares 4,173 $295K 0.02% -868 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX 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: 1,612 shares 1,612 $290K 0.02% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE 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: 776 shares; 2025Q3: not reported; 2025Q4: 1,725 shares; 2026Q1: 1,463 shares 1,463 $290K 0.02% -262 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 4,354 shares 4,354 $289K 0.02% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 4,093 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,733 shares; 2026Q1: 3,681 shares 3,681 $289K 0.02% -52 Timeline XLU 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: 3,077 shares; 2025Q2: 3,165 shares; 2025Q3: 3,166 shares; 2025Q4: 6,268 shares; 2026Q1: 6,270 shares 6,270 $288K 0.02% +2 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: 1,672 shares; 2024Q4: 7,515 shares; 2025Q1: 7,440 shares; 2025Q2: 7,805 shares; 2025Q3: 7,306 shares; 2025Q4: 6,135 shares; 2026Q1: 6,336 shares 6,336 $287K 0.02% +201 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 340 shares; 2026Q1: 510 shares 510 $287K 0.02% +170 Timeline MTUS METALLUS INC More: the full row for METALLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,687 shares; 2024Q4: 15,687 shares; 2025Q1: 15,706 shares; 2025Q2: 17,993 shares; 2025Q3: 17,455 shares; 2025Q4: 17,651 shares; 2026Q1: 17,522 shares 17,522 $286K 0.02% -129 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 1,391 shares; 2026Q1: 1,896 shares 1,896 $286K 0.02% +505 Timeline TTC TORO CO More: the full row for TORO 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: not reported; 2025Q4: not reported; 2026Q1: 3,022 shares 3,022 $284K 0.02% new Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS 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: 1,454 shares; 2026Q1: 1,711 shares 1,711 $282K 0.02% +257 Timeline ARMK ARAMARK More: the full row for ARAMARK 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: 5,742 shares; 2026Q1: 6,963 shares 6,963 $282K 0.02% +1,221 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 617 shares; 2025Q1: 703 shares; 2025Q2: 1,254 shares; 2025Q3: 1,237 shares; 2025Q4: 1,934 shares; 2026Q1: 1,416 shares 1,416 $281K 0.02% -518 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN 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: 3,238 shares; 2026Q1: 4,285 shares 4,285 $279K 0.02% +1,047 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: 4,039 shares; 2025Q2: 4,382 shares; 2025Q3: 4,382 shares; 2025Q4: 4,383 shares; 2026Q1: 4,344 shares 4,344 $278K 0.02% -39 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE 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: 3,312 shares 3,312 $277K 0.02% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF 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: 5,462 shares 5,462 $273K 0.02% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER 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: 1,212 shares; 2026Q1: 1,333 shares 1,333 $272K 0.02% +121 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 472 shares; 2025Q2: 939 shares; 2025Q3: 949 shares; 2025Q4: 1,060 shares; 2026Q1: 553 shares 553 $272K 0.02% -507 Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS PHARMACEUTICALS 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: 6,748 shares 6,748 $271K 0.02% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 8,449 shares; 2026Q1: 11,882 shares 11,882 $271K 0.02% +3,433 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL 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: 10,399 shares 10,399 $269K 0.02% new Timeline ITOT 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: 2,153 shares; 2025Q3: 2,114 shares; 2025Q4: 1,981 shares; 2026Q1: 1,882 shares 1,882 $268K 0.02% -99 Timeline KMX CARMAX INC More: the full row for CARMAX 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: 6,426 shares 6,426 $267K 0.02% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 3,209 shares 3,209 $266K 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP 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: 993 shares 993 $265K 0.02% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 241 shares 241 $263K 0.02% new 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: 2,373 shares; 2026Q1: 2,314 shares 2,314 $262K 0.02% -59 Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 4,451 shares; 2026Q1: 4,024 shares 4,024 $262K 0.02% -427 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE 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: 2,909 shares; 2026Q1: 3,222 shares 3,222 $262K 0.02% +313 Timeline WAT WATERS CORP More: the full row for WATERS 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: 878 shares 878 $261K 0.02% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS 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: 1,196 shares; 2026Q1: 970 shares 970 $259K 0.02% -226 Timeline FBIZ FIRST BUSINESS FINL SVCS INC More: the full row for FIRST BUSINESS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares; 2025Q4: 4,788 shares; 2026Q1: 4,786 shares 4,786 $258K 0.02% -2 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP 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: 3,383 shares 3,383 $258K 0.02% new Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,250 shares 3,250 $257K 0.02% -150 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS 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: not reported; 2025Q4: not reported; 2026Q1: 945 shares 945 $257K 0.02% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS 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: 1,934 shares; 2026Q1: 2,318 shares 2,318 $257K 0.02% +384 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE 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: 1,555 shares 1,555 $257K 0.02% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 530 shares; 2025Q2: 551 shares; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: 552 shares 552 $256K 0.02% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR 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: 298 shares; 2026Q1: 234 shares 234 $256K 0.02% -64 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS 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: 5,052 shares; 2026Q1: 5,797 shares 5,797 $254K 0.02% +745 Timeline IOO 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: 2,082 shares; 2025Q2: 2,082 shares; 2025Q3: 2,082 shares; 2025Q4: 2,082 shares; 2026Q1: 2,082 shares 2,082 $252K 0.02% 0 Timeline QXO QXO INC More: the full row for QXO 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: 12,967 shares 12,967 $252K 0.02% new Timeline ACHC ACADIA HEALTHCARE COMPANY IN More: the full row for ACADIA HEALTHCARE COMPANY IN 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: 10,741 shares 10,741 $251K 0.02% new 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: 1,170 shares 1,170 $250K 0.02% new Timeline ATI ATI INC More: the full row for ATI 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: 1,717 shares 1,717 $250K 0.02% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS 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: 1,584 shares 1,584 $246K 0.02% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW 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: 2,189 shares 2,189 $246K 0.02% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 976 shares; 2026Q1: 808 shares 808 $246K 0.02% -168 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW 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: 5,104 shares; 2026Q1: 3,374 shares 3,374 $244K 0.02% -1,730 Timeline COO COOPER COS INC More: the full row for COOPER 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: 3,415 shares 3,415 $244K 0.02% new Timeline WEX WEX INC More: the full row for WEX 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: 1,590 shares 1,590 $243K 0.02% new Timeline NKE NIKE INC More: the full row for NIKE 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: 3,064 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,579 shares 4,579 $243K 0.02% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF 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: 4,906 shares; 2025Q3: 3,634 shares; 2025Q4: 4,814 shares; 2026Q1: 6,315 shares 6,315 $243K 0.02% +1,501 Timeline ORRF ORRSTOWN FINL SVCS INC More: the full row for ORRSTOWN FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,737 shares; 2024Q4: 6,737 shares; 2025Q1: 6,737 shares; 2025Q2: 6,737 shares; 2025Q3: 6,737 shares; 2025Q4: 6,733 shares; 2026Q1: 6,717 shares 6,717 $242K 0.02% -16 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL 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: 2,350 shares 2,350 $242K 0.02% new Timeline ESTC ELASTIC N V More: the full row for ELASTIC 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: not reported; 2025Q3: not reported; 2025Q4: 5,650 shares; 2026Q1: 4,829 shares 4,829 $241K 0.02% -821 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES 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: 5,659 shares 5,659 $240K 0.02% new Timeline HTB HOMETRUST BANCSHARES INC More: the full row for HOMETRUST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 5,700 shares; 2025Q4: 5,686 shares; 2026Q1: 5,602 shares 5,602 $239K 0.02% -84 Timeline NTNX NUTANIX INC More: the full row for NUTANIX 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: 7,824 shares; 2026Q1: 6,266 shares 6,266 $238K 0.02% -1,558 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS 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: 2,417 shares 2,417 $238K 0.02% new Timeline MSCI MSCI INC More: the full row for MSCI 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: 437 shares 437 $236K 0.02% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 9,880 shares 9,880 $235K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,810 shares 1,810 $235K 0.02% new Timeline DOV DOVER CORP More: the full row for DOVER 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: 1,124 shares; 2026Q1: 1,124 shares 1,124 $234K 0.02% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 1,059 shares; 2026Q1: 1,549 shares 1,549 $233K 0.01% +490 Timeline APG API GROUP CORP More: the full row for API GROUP 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: 5,800 shares; 2026Q1: 5,736 shares 5,736 $232K 0.01% -64 Timeline IBTH 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: 9,064 shares; 2025Q3: 10,104 shares; 2025Q4: 10,256 shares; 2026Q1: 10,356 shares 10,356 $232K 0.01% +100 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 947 shares 947 $232K 0.01% new Timeline RRC RANGE RES CORP More: the full row for RANGE RES 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: 6,274 shares; 2026Q1: 5,122 shares 5,122 $231K 0.01% -1,152 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: 1,082 shares; 2026Q1: 1,223 shares 1,223 $231K 0.01% +141 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR 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: 3,687 shares 3,687 $230K 0.01% new Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY 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: not reported; 2026Q1: 6,543 shares 6,543 $230K 0.01% new Timeline USMV 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: 2,442 shares; 2024Q4: 2,442 shares; 2025Q1: 2,442 shares; 2025Q2: 2,442 shares; 2025Q3: 2,442 shares; 2025Q4: 2,442 shares; 2026Q1: 2,442 shares 2,442 $226K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK 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: 2,507 shares; 2025Q3: 2,485 shares; 2025Q4: 2,487 shares; 2026Q1: 2,306 shares 2,306 $226K 0.01% -181 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS 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: 1,830 shares; 2026Q1: 1,573 shares 1,573 $226K 0.01% -257 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS 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: not reported; 2025Q4: not reported; 2026Q1: 3,025 shares 3,025 $225K 0.01% new Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,795 shares; 2024Q4: 7,795 shares; 2025Q1: 7,995 shares; 2025Q2: 7,995 shares; 2025Q3: 7,820 shares; 2025Q4: 3,898 shares; 2026Q1: 3,494 shares 3,494 $222K 0.01% -404 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY 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: 1,104 shares; 2026Q1: 1,297 shares 1,297 $222K 0.01% +193 Timeline NOBL PROSHARES TR More: the full row for PROSHARES 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: 2,089 shares; 2025Q4: 2,089 shares; 2026Q1: 2,089 shares 2,089 $221K 0.01% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 741 shares 741 $221K 0.01% new Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 2,685 shares 2,685 $220K 0.01% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS 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: 575 shares 575 $218K 0.01% new Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY 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: 1,637 shares 1,637 $218K 0.01% new Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS 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: 11,592 shares 11,592 $216K 0.01% new Timeline CIEN CIENA CORP More: the full row for CIENA 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: 554 shares 554 $215K 0.01% new Timeline EXC EXELON CORP More: the full row for EXELON 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: 9,067 shares; 2026Q1: 4,382 shares 4,382 $215K 0.01% -4,685 Timeline CPRT COPART INC More: the full row for COPART 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: 6,446 shares 6,446 $214K 0.01% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 2,096 shares; 2026Q1: 1,732 shares 1,732 $213K 0.01% -364 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 63 shares 63 $213K 0.01% +1 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,946 shares; 2024Q4: not reported; 2025Q1: 4,073 shares; 2025Q2: 4,173 shares; 2025Q3: 4,169 shares; 2025Q4: 3,778 shares; 2026Q1: 2,961 shares 2,961 $213K 0.01% -817 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS 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: 2,444 shares; 2026Q1: 2,051 shares 2,051 $212K 0.01% -393 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION 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: 1,033 shares 1,033 $212K 0.01% new Timeline STE STERIS PLC More: the full row for STERIS 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: 1,273 shares; 2026Q1: 956 shares 956 $211K 0.01% -317 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,665 shares; 2025Q1: 1,530 shares; 2025Q2: 1,530 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,362 shares 1,362 $209K 0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA 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: 2,212 shares; 2026Q1: 1,392 shares 1,392 $209K 0.01% -820 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL 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: 3,476 shares 3,476 $208K 0.01% new Timeline VFC V F CORP More: the full row for V F 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: 12,113 shares 12,113 $206K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV 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: 3,676 shares 3,676 $205K 0.01% new Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE 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: 4,320 shares; 2026Q1: 3,921 shares 3,921 $205K 0.01% -399 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,660 shares; 2026Q1: 18,608 shares 18,608 $205K 0.01% -1,052 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM 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: 4,748 shares; 2026Q1: 2,542 shares 2,542 $204K 0.01% -2,206 Timeline HTH HILLTOP HLDGS INC More: the full row for HILLTOP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,320 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,694 shares 5,694 $204K 0.01% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS 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: 676 shares 676 $203K 0.01% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC 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: 6,575 shares 6,575 $202K 0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE 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: 12,686 shares 12,686 $191K 0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,802 shares; 2024Q4: 16,802 shares; 2025Q1: 17,156 shares; 2025Q2: 15,782 shares; 2025Q3: 14,449 shares; 2025Q4: 14,289 shares; 2026Q1: 11,007 shares 11,007 $190K 0.01% -3,282 Timeline WSBF WATERSTONE FINL INC MD More: the full row for WATERSTONE FINL INC MD 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: 10,045 shares; 2026Q1: 10,065 shares 10,065 $181K 0.01% +20 Timeline PATH UIPATH INC More: the full row for UIPATH 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: 15,178 shares 15,178 $168K 0.01% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 16,694 shares 16,694 $167K 0.01% new Timeline WNEB WESTERN NEW ENG BANCORP INC More: the full row for WESTERN NEW ENG BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,933 shares; 2024Q4: 11,933 shares; 2025Q1: 11,933 shares; 2025Q2: 11,933 shares; 2025Q3: 11,933 shares; 2025Q4: 11,933 shares; 2026Q1: 11,929 shares 11,929 $154K 0.01% -4 Timeline F FORD MTR CO More: the full row for FORD MTR 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: not reported; 2025Q4: 14,264 shares; 2026Q1: 11,401 shares 11,401 $132K 0.01% -2,863 Timeline BSBK BOGOTA FINL CORP More: the full row for BOGOTA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,350 shares; 2024Q4: 15,350 shares; 2025Q1: 15,350 shares; 2025Q2: 15,350 shares; 2025Q3: 15,350 shares; 2025Q4: 15,350 shares; 2026Q1: 15,350 shares 15,350 $130K 0.01% 0 Timeline LOAN MANHATTAN BRDG CAP INC More: the full row for MANHATTAN BRDG CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,981 shares; 2024Q4: 142,597 shares; 2025Q1: 120,796 shares; 2025Q2: 122,487 shares; 2025Q3: 114,132 shares; 2025Q4: 343,376 shares; 2026Q1: 122,460 shares 122,460 $122K 0.01% -220,916 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL 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: 20,172 shares; 2026Q1: 17,234 shares 17,234 $114K 0.01% -2,938 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW 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: 15,030 shares; 2026Q1: 12,227 shares 12,227 $103K 0.01% -2,803 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE 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: 16,039 shares 16,039 $102K 0.01% new Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS 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: 20,276 shares; 2026Q1: 24,065 shares 24,065 $82.5K 0.01% +3,789 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR 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: 13,482 shares 13,482 $79.7K 0.01% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION 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: 18,673 shares 18,673 $76.9K <0.01% new Timeline CLVT CLARIVATE PLC More: the full row for CLARIVATE 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: 13,222 shares; 2026Q1: 17,078 shares 17,078 $43.2K <0.01% +3,856 Timeline GOSS GOSSAMER BIO INC More: the full row for GOSSAMER BIO 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: 11,135 shares 11,135 $3.66K <0.01% new Timeline