GBIL 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: 541,923 shares; 2024Q4: 551,227 shares; 2025Q1: 566,721 shares; 2025Q2: 580,272 shares; 2025Q3: 603,403 shares; 2025Q4: 632,985 shares; 2026Q1: 643,921 shares 643,921 $64.5M 10.09% +10,936 Timeline FNDX 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: 685,216 shares; 2024Q4: 2,084,426 shares; 2025Q1: 2,141,066 shares; 2025Q2: 2,130,599 shares; 2025Q3: 2,063,000 shares; 2025Q4: 2,013,483 shares; 2026Q1: 2,178,555 shares 2,178,555 $60.7M 9.49% +165,072 Timeline VMBS 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: 878,095 shares; 2024Q4: 887,248 shares; 2025Q1: 913,358 shares; 2025Q2: 954,655 shares; 2025Q3: 1,001,407 shares; 2025Q4: 1,038,999 shares; 2026Q1: 1,052,213 shares 1,052,213 $49.4M 7.73% +13,214 Timeline TDTT 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: 1,757,917 shares; 2024Q4: 1,767,872 shares; 2025Q1: 1,780,929 shares; 2025Q2: 1,820,715 shares; 2025Q3: 1,886,811 shares; 2025Q4: 1,953,181 shares; 2026Q1: 1,999,082 shares 1,999,082 $48.5M 7.58% +45,901 Timeline TLT 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: 329,290 shares; 2024Q4: 355,010 shares; 2025Q1: 365,808 shares; 2025Q2: 386,890 shares; 2025Q3: 415,139 shares; 2025Q4: 430,551 shares; 2026Q1: 426,169 shares 426,169 $36.9M 5.78% -4,382 Timeline FNDF 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: 638,687 shares; 2024Q4: 671,179 shares; 2025Q1: 666,235 shares; 2025Q2: 685,486 shares; 2025Q3: 673,695 shares; 2025Q4: 685,355 shares; 2026Q1: 644,359 shares 644,359 $31.5M 4.93% -40,996 Timeline SCHX 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: 328,152 shares; 2024Q4: 979,550 shares; 2025Q1: 999,350 shares; 2025Q2: 927,718 shares; 2025Q3: 901,610 shares; 2025Q4: 887,608 shares; 2026Q1: 901,405 shares 901,405 $23.1M 3.62% +13,797 Timeline MTUM 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: 99,936 shares; 2024Q4: 96,846 shares; 2025Q1: 94,590 shares; 2025Q2: 97,255 shares; 2025Q3: 94,433 shares; 2025Q4: 92,299 shares; 2026Q1: 88,196 shares 88,196 $21.2M 3.31% -4,103 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: 97,987 shares; 2024Q4: 97,514 shares; 2025Q1: 96,862 shares; 2025Q2: 100,213 shares; 2025Q3: 101,307 shares; 2025Q4: 102,294 shares; 2026Q1: 99,270 shares 99,270 $19.5M 3.05% -3,024 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: 78,013 shares; 2024Q4: 76,939 shares; 2025Q1: 76,743 shares; 2025Q2: 80,875 shares; 2025Q3: 82,220 shares; 2025Q4: 82,549 shares; 2026Q1: 81,085 shares 81,085 $15.6M 2.43% -1,464 Timeline FNDA 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: 359,722 shares; 2024Q4: 734,164 shares; 2025Q1: 725,125 shares; 2025Q2: 667,044 shares; 2025Q3: 637,574 shares; 2025Q4: 635,328 shares; 2026Q1: 447,402 shares 447,402 $14.5M 2.27% -187,926 Timeline SCHF 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: 267,348 shares; 2024Q4: 541,743 shares; 2025Q1: 561,300 shares; 2025Q2: 546,630 shares; 2025Q3: 546,621 shares; 2025Q4: 571,232 shares; 2026Q1: 558,276 shares 558,276 $13.8M 2.16% -12,956 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,550 shares; 2024Q4: 152,156 shares; 2025Q1: 151,587 shares; 2025Q2: 161,196 shares; 2025Q3: 164,022 shares; 2025Q4: 162,975 shares; 2026Q1: 157,085 shares 157,085 $11.5M 1.8% -5,890 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: 115,173 shares; 2024Q4: 354,699 shares; 2025Q1: 359,978 shares; 2025Q2: 350,274 shares; 2025Q3: 351,076 shares; 2025Q4: 361,691 shares; 2026Q1: 362,743 shares 362,743 $11.1M 1.74% +1,052 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: 128,732 shares; 2024Q4: 131,754 shares; 2025Q1: 134,127 shares; 2025Q2: 145,502 shares; 2025Q3: 152,775 shares; 2025Q4: 155,737 shares; 2026Q1: 146,310 shares 146,310 $10.2M 1.6% -9,427 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,941 shares; 2024Q4: 28,020 shares; 2025Q1: 27,901 shares; 2025Q2: 28,192 shares; 2025Q3: 27,832 shares; 2025Q4: 24,700 shares; 2026Q1: 37,248 shares 37,248 $9.45M 1.48% +12,548 Timeline IQLT 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: 198,681 shares; 2024Q4: 199,370 shares; 2025Q1: 197,935 shares; 2025Q2: 216,769 shares; 2025Q3: 219,799 shares; 2025Q4: 209,644 shares; 2026Q1: 203,820 shares 203,820 $9.42M 1.47% -5,824 Timeline FNDE 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: 216,056 shares; 2024Q4: 225,407 shares; 2025Q1: 222,223 shares; 2025Q2: 220,443 shares; 2025Q3: 211,732 shares; 2025Q4: 216,567 shares; 2026Q1: 212,046 shares 212,046 $8.11M 1.27% -4,521 Timeline VGLT 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: 152,870 shares; 2024Q4: 131,033 shares; 2025Q1: 119,266 shares; 2025Q2: 108,604 shares; 2025Q3: 108,881 shares; 2025Q4: 116,930 shares; 2026Q1: 139,430 shares 139,430 $7.72M 1.21% +22,500 Timeline FNDC 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: 180,359 shares; 2024Q4: 188,869 shares; 2025Q1: 187,792 shares; 2025Q2: 179,885 shares; 2025Q3: 166,046 shares; 2025Q4: 169,608 shares; 2026Q1: 163,451 shares 163,451 $7.58M 1.19% -6,157 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: 67,808 shares; 2024Q4: 67,752 shares; 2025Q1: 67,416 shares; 2025Q2: 63,829 shares; 2025Q3: 62,616 shares; 2025Q4: 61,301 shares; 2026Q1: 59,199 shares 59,199 $7.36M 1.15% -2,102 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,584 shares; 2024Q4: 167,260 shares; 2025Q1: 166,179 shares; 2025Q2: 196,374 shares; 2025Q3: 203,428 shares; 2025Q4: 193,895 shares; 2026Q1: 202,901 shares 202,901 $6.99M 1.09% +9,006 Timeline SCHA 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: 127,879 shares; 2024Q4: 258,315 shares; 2025Q1: 258,319 shares; 2025Q2: 248,828 shares; 2025Q3: 248,484 shares; 2025Q4: 246,052 shares; 2026Q1: 239,415 shares 239,415 $6.96M 1.09% -6,637 Timeline GSSC 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: 84,687 shares; 2024Q4: 86,700 shares; 2025Q1: 87,145 shares; 2025Q2: 96,836 shares; 2025Q3: 98,656 shares; 2025Q4: 89,472 shares; 2026Q1: 85,439 shares 85,439 $6.37M 1% -4,033 Timeline AOR 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: 136,645 shares; 2024Q4: 132,955 shares; 2025Q1: 123,923 shares; 2025Q2: 104,606 shares; 2025Q3: 100,914 shares; 2025Q4: 90,676 shares; 2026Q1: 82,377 shares 82,377 $5.3M 0.83% -8,299 Timeline SCHC 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: 98,021 shares; 2024Q4: 101,407 shares; 2025Q1: 105,992 shares; 2025Q2: 102,535 shares; 2025Q3: 104,534 shares; 2025Q4: 104,719 shares; 2026Q1: 98,480 shares 98,480 $4.6M 0.72% -6,239 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 101 shares; 2025Q1: 1,287 shares; 2025Q2: 37,108 shares; 2025Q3: 32,716 shares; 2025Q4: 45,172 shares; 2026Q1: 46,244 shares 46,244 $4.58M 0.72% +1,072 Timeline ISCF 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: 92,659 shares; 2024Q4: 94,366 shares; 2025Q1: 94,147 shares; 2025Q2: 115,893 shares; 2025Q3: 118,572 shares; 2025Q4: 111,594 shares; 2026Q1: 108,835 shares 108,835 $4.55M 0.71% -2,759 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: 19,199 shares; 2024Q4: 18,829 shares; 2025Q1: 19,309 shares; 2025Q2: 19,266 shares; 2025Q3: 19,246 shares; 2025Q4: 19,165 shares; 2026Q1: 19,046 shares 19,046 $4.1M 0.64% -119 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: 13,714 shares; 2024Q4: 13,584 shares; 2025Q1: 13,587 shares; 2025Q2: 14,158 shares; 2025Q3: 13,845 shares; 2025Q4: 13,633 shares; 2026Q1: 12,521 shares 12,521 $3.59M 0.56% -1,112 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: 38,509 shares; 2024Q4: 38,445 shares; 2025Q1: 38,390 shares; 2025Q2: 38,475 shares; 2025Q3: 38,417 shares; 2025Q4: 39,024 shares; 2026Q1: 38,630 shares 38,630 $3.58M 0.56% -394 Timeline IVLU 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: 54,110 shares; 2024Q4: 52,974 shares; 2025Q1: 50,880 shares; 2025Q2: 63,634 shares; 2025Q3: 69,227 shares; 2025Q4: 91,695 shares; 2026Q1: 89,534 shares 89,534 $3.55M 0.56% -2,161 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: 12,638 shares; 2024Q4: 12,362 shares; 2025Q1: 12,821 shares; 2025Q2: 14,201 shares; 2025Q3: 14,102 shares; 2025Q4: 15,684 shares; 2026Q1: 19,383 shares 19,383 $3.38M 0.53% +3,699 Timeline STIP 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: 19,387 shares; 2024Q4: 20,625 shares; 2025Q1: 21,368 shares; 2025Q2: 21,431 shares; 2025Q3: 22,198 shares; 2025Q4: 33,026 shares; 2026Q1: 30,097 shares 30,097 $3.11M 0.49% -2,929 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: 9,231 shares; 2024Q4: 9,279 shares; 2025Q1: 9,367 shares; 2025Q2: 9,426 shares; 2025Q3: 9,124 shares; 2025Q4: 10,166 shares; 2026Q1: 9,672 shares 9,672 $2.78M 0.44% -494 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: 3,050 shares; 2024Q4: 3,017 shares; 2025Q1: 3,050 shares; 2025Q2: 3,541 shares; 2025Q3: 3,291 shares; 2025Q4: 3,144 shares; 2026Q1: 18,819 shares 18,819 $2.72M 0.43% +15,675 Timeline IBTQ 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: 104,891 shares; 2026Q1: 105,554 shares 105,554 $2.67M 0.42% +663 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: 4,177 shares; 2024Q4: 4,169 shares; 2025Q1: 4,138 shares; 2025Q2: 4,097 shares; 2025Q3: 4,101 shares; 2025Q4: 4,073 shares; 2026Q1: 4,065 shares 4,065 $2.43M 0.38% -8 Timeline PRF 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: 48,495 shares; 2024Q4: 47,618 shares; 2025Q1: 47,738 shares; 2025Q2: 54,714 shares; 2025Q3: 49,350 shares; 2025Q4: 48,247 shares; 2026Q1: 49,603 shares 49,603 $2.36M 0.37% +1,356 Timeline ESGV 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: 21,286 shares; 2024Q4: 20,641 shares; 2025Q1: 19,935 shares; 2025Q2: 18,897 shares; 2025Q3: 18,028 shares; 2025Q4: 17,974 shares; 2026Q1: 19,524 shares 19,524 $2.19M 0.34% +1,550 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: 4,386 shares; 2024Q4: 4,236 shares; 2025Q1: 4,215 shares; 2025Q2: 4,539 shares; 2025Q3: 4,381 shares; 2025Q4: 4,369 shares; 2026Q1: 5,517 shares 5,517 $2.04M 0.32% +1,148 Timeline CMF 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: 59,353 shares; 2024Q4: 64,206 shares; 2025Q1: 74,152 shares; 2025Q2: 18,775 shares; 2025Q3: 24,592 shares; 2025Q4: 29,901 shares; 2026Q1: 33,763 shares 33,763 $1.92M 0.3% +3,862 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,118 shares; 2024Q4: 26,163 shares; 2025Q1: 25,611 shares; 2025Q2: 24,581 shares; 2025Q3: 24,225 shares; 2025Q4: 24,304 shares; 2026Q1: 26,233 shares 26,233 $1.88M 0.29% +1,929 Timeline BND 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: 19,463 shares; 2024Q4: 21,476 shares; 2025Q1: 21,308 shares; 2025Q2: 19,742 shares; 2025Q3: 20,585 shares; 2025Q4: 24,117 shares; 2026Q1: 23,873 shares 23,873 $1.76M 0.28% -244 Timeline VSS 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: 9,570 shares; 2024Q4: 9,818 shares; 2025Q1: 9,630 shares; 2025Q2: 11,001 shares; 2025Q3: 10,976 shares; 2025Q4: 11,187 shares; 2026Q1: 11,960 shares 11,960 $1.74M 0.27% +773 Timeline SCHE 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: 49,102 shares; 2024Q4: 49,723 shares; 2025Q1: 47,506 shares; 2025Q2: 52,316 shares; 2025Q3: 50,556 shares; 2025Q4: 50,414 shares; 2026Q1: 51,999 shares 51,999 $1.71M 0.27% +1,585 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: 2,276 shares; 2024Q4: 2,428 shares; 2025Q1: 2,176 shares; 2025Q2: 2,656 shares; 2025Q3: 2,649 shares; 2025Q4: 2,532 shares; 2026Q1: 2,532 shares 2,532 $1.65M 0.26% 0 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: 2,091 shares; 2024Q4: 1,872 shares; 2025Q1: 2,000 shares; 2025Q2: 7,266 shares; 2025Q3: 7,444 shares; 2025Q4: 7,427 shares; 2026Q1: 7,938 shares 7,938 $1.64M 0.26% +511 Timeline EFAV 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: 19,142 shares; 2024Q4: 17,987 shares; 2025Q1: 17,862 shares; 2025Q2: 18,050 shares; 2025Q3: 18,070 shares; 2025Q4: 18,031 shares; 2026Q1: 17,959 shares 17,959 $1.64M 0.26% -72 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: 5,960 shares; 2024Q4: 6,192 shares; 2025Q1: 5,832 shares; 2025Q2: 6,555 shares; 2025Q3: 6,359 shares; 2025Q4: 6,362 shares; 2026Q1: 6,041 shares 6,041 $1.58M 0.25% -321 Timeline PRFZ 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: 3,427 shares; 2024Q4: 3,429 shares; 2025Q1: 7,640 shares; 2025Q2: 35,954 shares; 2025Q3: 34,453 shares; 2025Q4: 34,426 shares; 2026Q1: 33,668 shares 33,668 $1.54M 0.24% -758 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: 3,774 shares; 2024Q4: 3,668 shares; 2025Q1: 3,625 shares; 2025Q2: 4,995 shares; 2025Q3: 4,901 shares; 2025Q4: 4,698 shares; 2026Q1: 8,150 shares 8,150 $1.38M 0.22% +3,452 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: 7,138 shares; 2024Q4: 7,083 shares; 2025Q1: 7,086 shares; 2025Q2: 7,130 shares; 2025Q3: 7,139 shares; 2025Q4: 7,111 shares; 2026Q1: 7,114 shares 7,114 $1.37M 0.21% +3 Timeline ESML 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: 31,567 shares; 2024Q4: 30,714 shares; 2025Q1: 30,297 shares; 2025Q2: 29,236 shares; 2025Q3: 28,587 shares; 2025Q4: 28,885 shares; 2026Q1: 25,838 shares 25,838 $1.21M 0.19% -3,047 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: 3,359 shares; 2024Q4: 3,422 shares; 2025Q1: 3,487 shares; 2025Q2: 3,949 shares; 2025Q3: 3,697 shares; 2025Q4: 4,366 shares; 2026Q1: 5,727 shares 5,727 $1.19M 0.19% +1,361 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: 16,416 shares; 2024Q4: 20,013 shares; 2025Q1: 18,892 shares; 2025Q2: 19,645 shares; 2025Q3: 20,879 shares; 2025Q4: 20,532 shares; 2026Q1: 18,211 shares 18,211 $1.17M 0.18% -2,321 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: 3,545 shares; 2024Q4: 3,556 shares; 2025Q1: 3,558 shares; 2025Q2: 4,532 shares; 2025Q3: 4,536 shares; 2025Q4: 4,310 shares; 2026Q1: 3,897 shares 3,897 $1.16M 0.18% -413 Timeline SPYX 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: 20,345 shares; 2024Q4: 19,904 shares; 2025Q1: 21,014 shares; 2025Q2: 20,617 shares; 2025Q3: 19,811 shares; 2025Q4: 19,750 shares; 2026Q1: 19,530 shares 19,530 $1.04M 0.16% -220 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,616 shares; 2024Q4: 6,940 shares; 2025Q1: 6,146 shares; 2025Q2: 5,893 shares; 2025Q3: 5,558 shares; 2025Q4: 5,546 shares; 2026Q1: 7,007 shares 7,007 $991K 0.16% +1,461 Timeline IMTM 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: 7,652 shares; 2024Q4: 8,065 shares; 2025Q1: 8,065 shares; 2025Q2: 16,429 shares; 2025Q3: 17,967 shares; 2025Q4: 20,334 shares; 2026Q1: 19,984 shares 19,984 $960K 0.15% -350 Timeline SPMB 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: 52,599 shares; 2024Q4: 51,659 shares; 2025Q1: 48,357 shares; 2025Q2: 46,553 shares; 2025Q3: 43,917 shares; 2025Q4: 42,897 shares; 2026Q1: 40,318 shares 40,318 $903K 0.14% -2,579 Timeline TDTF 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: 1,481 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,890 shares; 2025Q3: 36,030 shares; 2025Q4: 36,552 shares; 2026Q1: 36,160 shares 36,160 $872K 0.14% -392 Timeline SHE 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: 7,052 shares; 2024Q4: 6,967 shares; 2025Q1: 6,636 shares; 2025Q2: 6,663 shares; 2025Q3: 6,441 shares; 2025Q4: 6,459 shares; 2026Q1: 6,739 shares 6,739 $861K 0.13% +280 Timeline SCHR 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: 28,529 shares; 2025Q3: 28,807 shares; 2025Q4: 33,602 shares; 2026Q1: 33,820 shares 33,820 $842K 0.13% +218 Timeline ESGD 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: 8,404 shares; 2024Q4: 8,909 shares; 2025Q1: 8,809 shares; 2025Q2: 8,822 shares; 2025Q3: 8,722 shares; 2025Q4: 8,744 shares; 2026Q1: 8,714 shares 8,714 $833K 0.13% -30 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: 2,069 shares; 2024Q4: 2,061 shares; 2025Q1: 2,080 shares; 2025Q2: 2,893 shares; 2025Q3: 2,886 shares; 2025Q4: 2,887 shares; 2026Q1: 3,563 shares 3,563 $775K 0.12% +676 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.11% 0 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: 1,359 shares; 2024Q4: 1,360 shares; 2025Q1: 1,337 shares; 2025Q2: 1,332 shares; 2025Q3: 1,261 shares; 2025Q4: 1,236 shares; 2026Q1: 1,186 shares 1,186 $685K 0.11% -50 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: 1,651 shares; 2024Q4: 1,703 shares; 2025Q1: 1,739 shares; 2025Q2: 1,979 shares; 2025Q3: 1,987 shares; 2025Q4: 2,174 shares; 2026Q1: 2,243 shares 2,243 $660K 0.1% +69 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: 1,414 shares; 2024Q4: 1,426 shares; 2025Q1: 1,432 shares; 2025Q2: 1,608 shares; 2025Q3: 1,638 shares; 2025Q4: 2,117 shares; 2026Q1: 2,128 shares 2,128 $659K 0.1% +11 Timeline ESGE 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: 14,786 shares; 2024Q4: 16,226 shares; 2025Q1: 15,863 shares; 2025Q2: 13,934 shares; 2025Q3: 13,291 shares; 2025Q4: 13,256 shares; 2026Q1: 14,310 shares 14,310 $651K 0.1% +1,054 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 2,060 shares; 2025Q1: 2,063 shares; 2025Q2: 2,052 shares; 2025Q3: 2,017 shares; 2025Q4: 2,089 shares; 2026Q1: 2,072 shares 2,072 $585K 0.09% -17 Timeline VLUE 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: 3,499 shares; 2024Q4: 3,482 shares; 2025Q1: 3,621 shares; 2025Q2: 3,645 shares; 2025Q3: 3,664 shares; 2025Q4: 3,686 shares; 2026Q1: 3,702 shares 3,702 $526K 0.08% +16 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,776 shares; 2024Q4: 15,776 shares; 2025Q1: 15,776 shares; 2025Q2: 15,776 shares; 2025Q3: 15,776 shares; 2025Q4: 13,196 shares; 2026Q1: 13,196 shares 13,196 $513K 0.08% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 1,759 shares; 2025Q4: 1,756 shares; 2026Q1: 1,756 shares 1,756 $510K 0.08% 0 Timeline MUB 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: 4,007 shares; 2024Q4: 3,581 shares; 2025Q1: 2,658 shares; 2025Q2: 1,818 shares; 2025Q3: 1,909 shares; 2025Q4: 1,822 shares; 2026Q1: 4,760 shares 4,760 $505K 0.08% +2,938 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: 755 shares; 2024Q4: 720 shares; 2025Q1: 728 shares; 2025Q2: 1,185 shares; 2025Q3: 1,115 shares; 2025Q4: 1,013 shares; 2026Q1: 882 shares 882 $505K 0.08% -131 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE 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: 4,622 shares; 2025Q4: 4,720 shares; 2026Q1: 4,745 shares 4,745 $486K 0.08% +25 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: 144 shares; 2024Q4: 102 shares; 2025Q1: 4,299 shares; 2025Q2: 3,160 shares; 2025Q3: 3,131 shares; 2025Q4: 3,171 shares; 2026Q1: 3,239 shares 3,239 $470K 0.07% +68 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,233 shares; 2024Q4: 4,224 shares; 2025Q1: 4,224 shares; 2025Q2: 4,134 shares; 2025Q3: 4,124 shares; 2025Q4: 4,153 shares; 2026Q1: 4,119 shares 4,119 $469K 0.07% -34 Timeline VBR 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: 2,274 shares; 2024Q4: 2,242 shares; 2025Q1: 2,327 shares; 2025Q2: 2,100 shares; 2025Q3: 2,152 shares; 2025Q4: 2,160 shares; 2026Q1: 2,155 shares 2,155 $468K 0.07% -5 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: 132 shares; 2024Q4: 151 shares; 2025Q1: 153 shares; 2025Q2: 457 shares; 2025Q3: 451 shares; 2025Q4: 439 shares; 2026Q1: 467 shares 467 $465K 0.07% +28 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: 2,566 shares; 2024Q4: 2,826 shares; 2025Q1: 2,529 shares; 2025Q2: 2,967 shares; 2025Q3: 2,614 shares; 2025Q4: 2,854 shares; 2026Q1: 5,911 shares 5,911 $450K 0.07% +3,057 Timeline MBB 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: 6,289 shares; 2025Q1: 6,569 shares; 2025Q2: 4,898 shares; 2025Q3: 4,943 shares; 2025Q4: 5,032 shares; 2026Q1: 4,711 shares 4,711 $447K 0.07% -321 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: 2,769 shares; 2024Q4: 2,623 shares; 2025Q1: 2,707 shares; 2025Q2: 2,962 shares; 2025Q3: 2,860 shares; 2025Q4: 2,421 shares; 2026Q1: 3,657 shares 3,657 $440K 0.07% +1,236 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,597 shares; 2024Q4: 7,676 shares; 2025Q1: 7,708 shares; 2025Q2: 7,761 shares; 2025Q3: 8,506 shares; 2025Q4: 8,670 shares; 2026Q1: 8,701 shares 8,701 $439K 0.07% +31 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: 400 shares; 2024Q4: 409 shares; 2025Q1: 416 shares; 2025Q2: 430 shares; 2025Q3: 449 shares; 2025Q4: 516 shares; 2026Q1: 1,306 shares 1,306 $430K 0.07% +790 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: 2,309 shares; 2024Q4: 2,339 shares; 2025Q1: 1,231 shares; 2025Q2: 1,295 shares; 2025Q3: 1,166 shares; 2025Q4: 1,086 shares; 2026Q1: 1,130 shares 1,130 $420K 0.07% +44 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: 1,448 shares; 2024Q4: 2,069 shares; 2025Q1: 1,366 shares; 2025Q2: 1,090 shares; 2025Q3: 1,300 shares; 2025Q4: 1,301 shares; 2026Q1: 1,296 shares 1,296 $416K 0.07% -5 Timeline SMH 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: 1,222 shares; 2024Q4: 1,223 shares; 2025Q1: 1,223 shares; 2025Q2: 1,223 shares; 2025Q3: 1,133 shares; 2025Q4: 1,101 shares; 2026Q1: 1,044 shares 1,044 $400K 0.06% -57 Timeline VYMI 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: 3,900 shares; 2024Q4: 3,996 shares; 2025Q1: 4,027 shares; 2025Q2: 4,081 shares; 2025Q3: 4,131 shares; 2025Q4: 4,172 shares; 2026Q1: 4,210 shares 4,210 $397K 0.06% +38 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 928 shares; 2025Q1: 925 shares; 2025Q2: 935 shares; 2025Q3: 925 shares; 2025Q4: 962 shares; 2026Q1: 917 shares 917 $396K 0.06% -45 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: 324 shares; 2024Q4: 315 shares; 2025Q1: 328 shares; 2025Q2: 323 shares; 2025Q3: 336 shares; 2025Q4: 411 shares; 2026Q1: 413 shares 413 $380K 0.06% +2 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: 6,831 shares; 2024Q4: 6,801 shares; 2025Q1: 6,831 shares; 2025Q2: 6,825 shares; 2025Q3: 6,802 shares; 2025Q4: 6,795 shares; 2026Q1: 6,735 shares 6,735 $379K 0.06% -60 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 3,985 shares; 2025Q1: 3,985 shares; 2025Q2: 3,985 shares; 2025Q3: 3,985 shares; 2025Q4: 3,985 shares; 2026Q1: 3,985 shares 3,985 $369K 0.06% 0 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: 757 shares; 2024Q4: 872 shares; 2025Q1: 1,116 shares; 2025Q2: 1,671 shares; 2025Q3: 1,372 shares; 2025Q4: 1,477 shares; 2026Q1: 1,507 shares 1,507 $368K 0.06% +30 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,156 shares; 2025Q1: 1,197 shares; 2025Q2: 1,238 shares; 2025Q3: 1,190 shares; 2025Q4: 1,131 shares; 2026Q1: 1,139 shares 1,139 $344K 0.05% +8 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,279 shares; 2025Q1: 1,279 shares; 2025Q2: 1,779 shares; 2025Q3: 1,779 shares; 2025Q4: 2,558 shares; 2026Q1: 2,558 shares 2,558 $340K 0.05% 0 Timeline IDEV 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: 4,207 shares; 2024Q4: 4,239 shares; 2025Q1: 4,239 shares; 2025Q2: 3,856 shares; 2025Q3: 3,856 shares; 2025Q4: 3,901 shares; 2026Q1: 3,901 shares 3,901 $326K 0.05% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,384 shares; 2024Q4: 4,384 shares; 2025Q1: 4,384 shares; 2025Q2: 4,384 shares; 2025Q3: 4,675 shares; 2025Q4: 4,675 shares; 2026Q1: 4,663 shares 4,663 $318K 0.05% -12 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,351 shares; 2024Q4: 7,384 shares; 2025Q1: 4,274 shares; 2025Q2: 3,647 shares; 2025Q3: 5,936 shares; 2025Q4: 6,003 shares; 2026Q1: 6,084 shares 6,084 $304K 0.05% +81 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,547 shares; 2025Q1: 2,554 shares; 2025Q2: 2,551 shares; 2025Q3: 2,556 shares; 2025Q4: 2,560 shares; 2026Q1: 2,555 shares 2,555 $303K 0.05% -5 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: 292 shares; 2024Q4: 286 shares; 2025Q1: 289 shares; 2025Q2: 298 shares; 2025Q3: 283 shares; 2025Q4: 2,735 shares; 2026Q1: 3,149 shares 3,149 $303K 0.05% +414 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: 368 shares; 2024Q4: 372 shares; 2025Q1: 379 shares; 2025Q2: 368 shares; 2025Q3: 366 shares; 2025Q4: 410 shares; 2026Q1: 411 shares 411 $291K 0.05% +1 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: 72 shares; 2024Q4: 75 shares; 2025Q1: 82 shares; 2025Q2: 1,138 shares; 2025Q3: 1,129 shares; 2025Q4: 1,066 shares; 2026Q1: 1,111 shares 1,111 $289K 0.05% +45 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 25 shares; 2025Q1: 26 shares; 2025Q2: 18 shares; 2025Q3: 32 shares; 2025Q4: 46 shares; 2026Q1: 13,077 shares 13,077 $283K 0.04% +13,031 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 954 shares; 2025Q1: 990 shares; 2025Q2: 1,019 shares; 2025Q3: 942 shares; 2025Q4: 923 shares; 2026Q1: 938 shares 938 $275K 0.04% +15 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: 6,426 shares; 2024Q4: 6,509 shares; 2025Q1: 6,512 shares; 2025Q2: 6,621 shares; 2025Q3: 7,203 shares; 2025Q4: 7,247 shares; 2026Q1: 4,895 shares 4,895 $265K 0.04% -2,352 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,322 shares; 2025Q1: 2,326 shares; 2025Q2: 2,330 shares; 2025Q3: 2,334 shares; 2025Q4: 2,340 shares; 2026Q1: 2,347 shares 2,347 $263K 0.04% +7 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: 3,592 shares; 2024Q4: 3,541 shares; 2025Q1: 3,552 shares; 2025Q2: 3,546 shares; 2025Q3: 3,552 shares; 2025Q4: 3,407 shares; 2026Q1: 3,407 shares 3,407 $263K 0.04% 0 Timeline SCHV 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: 4,122 shares; 2024Q4: 12,366 shares; 2025Q1: 12,366 shares; 2025Q2: 12,366 shares; 2025Q3: 6,489 shares; 2025Q4: 6,489 shares; 2026Q1: 8,610 shares 8,610 $263K 0.04% +2,121 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: 443 shares; 2024Q4: 431 shares; 2025Q1: 446 shares; 2025Q2: 558 shares; 2025Q3: 545 shares; 2025Q4: 509 shares; 2026Q1: 505 shares 505 $252K 0.04% -4 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: 1,738 shares; 2024Q4: 1,730 shares; 2025Q1: 1,751 shares; 2025Q2: 2,764 shares; 2025Q3: 2,610 shares; 2025Q4: 2,243 shares; 2026Q1: 2,178 shares 2,178 $224K 0.03% -65 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: 3,128 shares; 2024Q4: 3,077 shares; 2025Q1: 2,785 shares; 2025Q2: 3,944 shares; 2025Q3: 3,895 shares; 2025Q4: 2,814 shares; 2026Q1: 2,758 shares 2,758 $220K 0.03% -56 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: 222 shares; 2024Q4: 219 shares; 2025Q1: 223 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 276 shares; 2026Q1: 257 shares 257 $217K 0.03% -19 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: 786 shares; 2024Q4: 766 shares; 2025Q1: 780 shares; 2025Q2: 788 shares; 2025Q3: 762 shares; 2025Q4: 764 shares; 2026Q1: 761 shares 761 $216K 0.03% -3 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: 383 shares; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 517 shares; 2025Q3: 508 shares; 2025Q4: 488 shares; 2026Q1: 488 shares 488 $213K 0.03% 0 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: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 798 shares; 2025Q4: 835 shares; 2026Q1: 835 shares 835 $209K 0.03% 0 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: 615 shares; 2024Q4: 610 shares; 2025Q1: 612 shares; 2025Q2: 623 shares; 2025Q3: 616 shares; 2025Q4: 608 shares; 2026Q1: 624 shares 624 $205K 0.03% +16 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: 682 shares; 2024Q4: 621 shares; 2025Q1: 626 shares; 2025Q2: 575 shares; 2025Q3: 576 shares; 2025Q4: 510 shares; 2026Q1: 477 shares 477 $203K 0.03% -33 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: 58 shares; 2024Q4: 59 shares; 2025Q1: 61 shares; 2025Q2: 188 shares; 2025Q3: 183 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $199K 0.03% 0 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: 349 shares; 2024Q4: 339 shares; 2025Q1: 469 shares; 2025Q2: 511 shares; 2025Q3: 515 shares; 2025Q4: 577 shares; 2026Q1: 580 shares 580 $198K 0.03% +3 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: 1,381 shares; 2024Q4: 1,340 shares; 2025Q1: 1,421 shares; 2025Q2: 1,579 shares; 2025Q3: 1,275 shares; 2025Q4: 1,287 shares; 2026Q1: 1,586 shares 1,586 $197K 0.03% +299 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: 241 shares; 2024Q4: 236 shares; 2025Q1: 240 shares; 2025Q2: 256 shares; 2025Q3: 241 shares; 2025Q4: 210 shares; 2026Q1: 221 shares 221 $193K 0.03% +11 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: 847 shares; 2024Q4: 4,265 shares; 2025Q1: 4,265 shares; 2025Q2: 4,265 shares; 2025Q3: 4,245 shares; 2025Q4: 4,178 shares; 2026Q1: 4,245 shares 4,245 $192K 0.03% +67 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 922 shares; 2025Q1: 890 shares; 2025Q2: 930 shares; 2025Q3: 926 shares; 2025Q4: 939 shares; 2026Q1: 927 shares 927 $189K 0.03% -12 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: 394 shares; 2024Q4: 399 shares; 2025Q1: 407 shares; 2025Q2: 505 shares; 2025Q3: 473 shares; 2025Q4: 537 shares; 2026Q1: 749 shares 749 $182K 0.03% +212 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: 1,383 shares; 2024Q4: 1,364 shares; 2025Q1: 1,369 shares; 2025Q2: 1,376 shares; 2025Q3: 1,380 shares; 2025Q4: 1,492 shares; 2026Q1: 1,374 shares 1,374 $180K 0.03% -118 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: 1,319 shares; 2024Q4: 1,330 shares; 2025Q1: 1,342 shares; 2025Q2: 1,336 shares; 2025Q3: 1,312 shares; 2025Q4: 1,399 shares; 2026Q1: 1,362 shares 1,362 $178K 0.03% -37 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: 1,445 shares; 2024Q4: 1,438 shares; 2025Q1: 1,504 shares; 2025Q2: 1,327 shares; 2025Q3: 1,364 shares; 2025Q4: 1,405 shares; 2026Q1: 1,382 shares 1,382 $178K 0.03% -23 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: 1,140 shares; 2024Q4: 1,120 shares; 2025Q1: 1,175 shares; 2025Q2: 1,206 shares; 2025Q3: 1,074 shares; 2025Q4: 1,095 shares; 2026Q1: 1,195 shares 1,195 $175K 0.03% +100 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 382 shares; 2025Q1: 388 shares; 2025Q2: 2,226 shares; 2025Q3: 2,041 shares; 2025Q4: 1,855 shares; 2026Q1: 1,849 shares 1,849 $166K 0.03% -6 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,159 shares; 2025Q1: 1,163 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 1,175 shares; 2026Q1: 1,155 shares 1,155 $165K 0.03% -20 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: 325 shares; 2024Q4: 324 shares; 2025Q1: 357 shares; 2025Q2: 410 shares; 2025Q3: 397 shares; 2025Q4: 485 shares; 2026Q1: 484 shares 484 $164K 0.03% -1 Timeline SCHG 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: 1,924 shares; 2024Q4: 7,796 shares; 2025Q1: 7,803 shares; 2025Q2: 6,742 shares; 2025Q3: 6,748 shares; 2025Q4: 5,204 shares; 2026Q1: 5,589 shares 5,589 $163K 0.03% +385 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,227 shares; 2024Q4: 2,215 shares; 2025Q1: 1,881 shares; 2025Q2: 1,901 shares; 2025Q3: 1,879 shares; 2025Q4: 1,867 shares; 2026Q1: 1,714 shares 1,714 $161K 0.03% -153 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: 2,010 shares; 2024Q4: 1,808 shares; 2025Q1: 1,849 shares; 2025Q2: 3,317 shares; 2025Q3: 1,845 shares; 2025Q4: 2,799 shares; 2026Q1: 3,195 shares 3,195 $160K 0.03% +396 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: 2,242 shares; 2024Q4: 2,207 shares; 2025Q1: 2,202 shares; 2025Q2: 2,335 shares; 2025Q3: 2,121 shares; 2025Q4: 2,650 shares; 2026Q1: 2,010 shares 2,010 $156K 0.02% -640 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: 1,417 shares; 2024Q4: 1,212 shares; 2025Q1: 1,220 shares; 2025Q2: 1,318 shares; 2025Q3: 1,253 shares; 2025Q4: 1,370 shares; 2026Q1: 1,366 shares 1,366 $155K 0.02% -4 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: 70 shares; 2024Q4: 69 shares; 2025Q1: 84 shares; 2025Q2: 89 shares; 2025Q3: 98 shares; 2025Q4: 125 shares; 2026Q1: 155 shares 155 $152K 0.02% +30 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 98 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 202 shares; 2026Q1: 1,677 shares 1,677 $152K 0.02% +1,475 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 339 shares; 2025Q1: 353 shares; 2025Q2: 382 shares; 2025Q3: 406 shares; 2025Q4: 472 shares; 2026Q1: 475 shares 475 $151K 0.02% +3 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: 266 shares; 2024Q4: 251 shares; 2025Q1: 249 shares; 2025Q2: 261 shares; 2025Q3: 259 shares; 2025Q4: 273 shares; 2026Q1: 275 shares 275 $148K 0.02% +2 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: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 1,081 shares; 2025Q3: 1,007 shares; 2025Q4: 1,000 shares; 2026Q1: 1,005 shares 1,005 $137K 0.02% +5 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: 384 shares; 2025Q1: 408 shares; 2025Q2: 489 shares; 2025Q3: 474 shares; 2025Q4: 628 shares; 2026Q1: 637 shares 637 $136K 0.02% +9 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: 4,282 shares; 2024Q4: 3,147 shares; 2025Q1: 3,828 shares; 2025Q2: 4,651 shares; 2025Q3: 3,367 shares; 2025Q4: 4,035 shares; 2026Q1: 4,817 shares 4,817 $135K 0.02% +782 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: 641 shares; 2024Q4: 620 shares; 2025Q1: 624 shares; 2025Q2: 643 shares; 2025Q3: 684 shares; 2025Q4: 819 shares; 2026Q1: 828 shares 828 $132K 0.02% +9 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: 4,805 shares; 2024Q4: 4,784 shares; 2025Q1: 4,824 shares; 2025Q2: 5,128 shares; 2025Q3: 4,440 shares; 2025Q4: 4,994 shares; 2026Q1: 4,482 shares 4,482 $130K 0.02% -512 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: 447 shares; 2024Q4: 453 shares; 2025Q1: 465 shares; 2025Q2: 497 shares; 2025Q3: 459 shares; 2025Q4: 469 shares; 2026Q1: 514 shares 514 $129K 0.02% +45 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: 344 shares; 2024Q4: 338 shares; 2025Q1: 344 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 248 shares; 2026Q1: 610 shares 610 $127K 0.02% +362 Timeline SMLF 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 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 2,361 shares; 2025Q3: 2,298 shares; 2025Q4: 2,319 shares; 2026Q1: 1,667 shares 1,667 $126K 0.02% -652 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: 486 shares; 2024Q4: 499 shares; 2025Q1: 507 shares; 2025Q2: 551 shares; 2025Q3: 555 shares; 2025Q4: 649 shares; 2026Q1: 649 shares 649 $124K 0.02% 0 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: 113 shares; 2025Q1: 114 shares; 2025Q2: 116 shares; 2025Q3: 112 shares; 2025Q4: 113 shares; 2026Q1: 128 shares 128 $123K 0.02% +15 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: 370 shares; 2024Q4: 295 shares; 2025Q1: 289 shares; 2025Q2: 681 shares; 2025Q3: 587 shares; 2025Q4: 531 shares; 2026Q1: 789 shares 789 $123K 0.02% +258 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: 2,931 shares; 2024Q4: 2,568 shares; 2025Q1: 2,626 shares; 2025Q2: 2,620 shares; 2025Q3: 2,513 shares; 2025Q4: 2,561 shares; 2026Q1: 2,776 shares 2,776 $123K 0.02% +215 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: 228 shares; 2024Q4: 231 shares; 2025Q1: 228 shares; 2025Q2: 239 shares; 2025Q3: 286 shares; 2025Q4: 292 shares; 2026Q1: 360 shares 360 $122K 0.02% +68 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: 369 shares; 2024Q4: 373 shares; 2025Q1: 377 shares; 2025Q2: 395 shares; 2025Q3: 405 shares; 2025Q4: 423 shares; 2026Q1: 401 shares 401 $121K 0.02% -22 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: 65 shares; 2024Q4: 66 shares; 2025Q1: 70 shares; 2025Q2: 79 shares; 2025Q3: 80 shares; 2025Q4: 81 shares; 2026Q1: 81 shares 81 $119K 0.02% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 265 shares 265 $114K 0.02% 0 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: 605 shares; 2024Q4: 601 shares; 2025Q1: 601 shares; 2025Q2: 674 shares; 2025Q3: 659 shares; 2025Q4: 684 shares; 2026Q1: 690 shares 690 $114K 0.02% +6 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 299 shares; 2025Q1: 302 shares; 2025Q2: 304 shares; 2025Q3: 276 shares; 2025Q4: 270 shares; 2026Q1: 281 shares 281 $112K 0.02% +11 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: 274 shares; 2024Q4: 550 shares; 2025Q1: 556 shares; 2025Q2: 721 shares; 2025Q3: 687 shares; 2025Q4: 696 shares; 2026Q1: 697 shares 697 $112K 0.02% +1 Timeline SCHZ 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: 4,751 shares 4,751 $110K 0.02% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 654 shares; 2025Q1: 666 shares; 2025Q2: 724 shares; 2025Q3: 547 shares; 2025Q4: 738 shares; 2026Q1: 1,185 shares 1,185 $110K 0.02% +447 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: 264 shares; 2024Q4: 285 shares; 2025Q1: 257 shares; 2025Q2: 295 shares; 2025Q3: 278 shares; 2025Q4: 337 shares; 2026Q1: 346 shares 346 $108K 0.02% +9 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: 224 shares; 2024Q4: 222 shares; 2025Q1: 229 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 323 shares; 2026Q1: 328 shares 328 $107K 0.02% +5 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: 284 shares; 2024Q4: 281 shares; 2025Q1: 289 shares; 2025Q2: 299 shares; 2025Q3: 264 shares; 2025Q4: 311 shares; 2026Q1: 301 shares 301 $106K 0.02% -10 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: 172 shares; 2024Q4: 165 shares; 2025Q1: 170 shares; 2025Q2: 179 shares; 2025Q3: 186 shares; 2025Q4: 204 shares; 2026Q1: 209 shares 209 $104K 0.02% +5 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 35 shares; 2025Q1: 33 shares; 2025Q2: 36 shares; 2025Q3: 37 shares; 2025Q4: 40 shares; 2026Q1: 78 shares 78 $103K 0.02% +38 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: 221 shares; 2024Q4: 221 shares; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 221 shares; 2026Q1: 221 shares 221 $102K 0.02% 0 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: 398 shares; 2024Q4: 373 shares; 2025Q1: 228 shares; 2025Q2: 203 shares; 2025Q3: 210 shares; 2025Q4: 243 shares; 2026Q1: 206 shares 206 $101K 0.02% -37 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: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 352 shares 352 $101K 0.02% 0 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: 304 shares; 2024Q4: 294 shares; 2025Q1: 298 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 296 shares; 2026Q1: 279 shares 279 $100K 0.02% -17 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 193 shares; 2025Q3: 133 shares; 2025Q4: 151 shares; 2026Q1: 157 shares 157 $99.7K 0.02% +6 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: 561 shares; 2024Q4: 562 shares; 2025Q1: 558 shares; 2025Q2: 596 shares; 2025Q3: 593 shares; 2025Q4: 552 shares; 2026Q1: 626 shares 626 $98.5K 0.02% +74 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 1,504 shares; 2025Q1: 1,466 shares; 2025Q2: 1,577 shares; 2025Q3: 1,575 shares; 2025Q4: 1,315 shares; 2026Q1: 1,303 shares 1,303 $92.9K 0.01% -12 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: 1,432 shares; 2024Q4: 1,495 shares; 2025Q1: 1,524 shares; 2025Q2: 1,663 shares; 2025Q3: 1,342 shares; 2025Q4: 1,288 shares; 2026Q1: 1,408 shares 1,408 $92.9K 0.01% +120 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: 1,508 shares; 2024Q4: 1,431 shares; 2025Q1: 1,497 shares; 2025Q2: 1,958 shares; 2025Q3: 1,909 shares; 2025Q4: 2,429 shares; 2026Q1: 1,897 shares 1,897 $92.5K 0.01% -532 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: 206 shares; 2024Q4: 211 shares; 2025Q1: 213 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 221 shares; 2026Q1: 254 shares 254 $90.8K 0.01% +33 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: 211 shares; 2024Q4: 199 shares; 2025Q1: 188 shares; 2025Q2: 226 shares; 2025Q3: 593 shares; 2025Q4: 516 shares; 2026Q1: 138 shares 138 $90.3K 0.01% -378 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: 459 shares; 2024Q4: 460 shares; 2025Q1: 462 shares; 2025Q2: 477 shares; 2025Q3: 491 shares; 2025Q4: 514 shares; 2026Q1: 482 shares 482 $90K 0.01% -32 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: 1,095 shares; 2024Q4: 1,096 shares; 2025Q1: 1,120 shares; 2025Q2: 1,179 shares; 2025Q3: 1,148 shares; 2025Q4: 1,150 shares; 2026Q1: 603 shares 603 $88.7K 0.01% -547 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 2,231 shares; 2025Q1: 2,106 shares; 2025Q2: 2,142 shares; 2025Q3: 2,568 shares; 2025Q4: 2,576 shares; 2026Q1: 1,138 shares 1,138 $87.8K 0.01% -1,438 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 9 shares; 2025Q1: 88 shares; 2025Q2: 1,023 shares; 2025Q3: 963 shares; 2025Q4: 1,212 shares; 2026Q1: 1,182 shares 1,182 $86K 0.01% -30 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: 165 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 171 shares; 2025Q3: 172 shares; 2025Q4: 181 shares; 2026Q1: 203 shares 203 $84.6K 0.01% +22 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: 193 shares; 2024Q4: 235 shares; 2025Q1: 189 shares; 2025Q2: 200 shares; 2025Q3: 175 shares; 2025Q4: 123 shares; 2026Q1: 139 shares 139 $84K 0.01% +16 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 475 shares; 2025Q1: 518 shares; 2025Q2: 584 shares; 2025Q3: 483 shares; 2025Q4: 592 shares; 2026Q1: 595 shares 595 $82.9K 0.01% +3 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: 939 shares; 2024Q4: 851 shares; 2025Q1: 870 shares; 2025Q2: 912 shares; 2025Q3: 828 shares; 2025Q4: 924 shares; 2026Q1: 1,111 shares 1,111 $82.8K 0.01% +187 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: 409 shares; 2024Q4: 398 shares; 2025Q1: 400 shares; 2025Q2: 435 shares; 2025Q3: 440 shares; 2025Q4: 438 shares; 2026Q1: 394 shares 394 $82.8K 0.01% -44 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: 177 shares; 2024Q4: 170 shares; 2025Q1: 167 shares; 2025Q2: 193 shares; 2025Q3: 143 shares; 2025Q4: 183 shares; 2026Q1: 178 shares 178 $82.1K 0.01% -5 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 200 shares; 2025Q1: 202 shares; 2025Q2: 203 shares; 2025Q3: 186 shares; 2025Q4: 216 shares; 2026Q1: 206 shares 206 $81.7K 0.01% -10 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: 1,095 shares; 2025Q3: 1,948 shares; 2025Q4: 1,894 shares; 2026Q1: 1,186 shares 1,186 $80.1K 0.01% -708 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,162 shares; 2025Q1: 1,157 shares; 2025Q2: 1,141 shares; 2025Q3: 1,091 shares; 2025Q4: 1,058 shares; 2026Q1: 1,092 shares 1,092 $79K 0.01% +34 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 252 shares; 2025Q1: 355 shares; 2025Q2: 38 shares; 2025Q3: 55 shares; 2025Q4: 35 shares; 2026Q1: 735 shares 735 $78.6K 0.01% +700 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: 771 shares; 2024Q4: 610 shares; 2025Q1: 623 shares; 2025Q2: 577 shares; 2025Q3: 479 shares; 2025Q4: 594 shares; 2026Q1: 581 shares 581 $76.8K 0.01% -13 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 178 shares; 2025Q1: 179 shares; 2025Q2: 184 shares; 2025Q3: 164 shares; 2025Q4: 158 shares; 2026Q1: 158 shares 158 $76.6K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 157 shares; 2025Q1: 158 shares; 2025Q2: 171 shares; 2025Q3: 146 shares; 2025Q4: 142 shares; 2026Q1: 272 shares 272 $76K 0.01% +130 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: 282 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 288 shares; 2025Q3: 269 shares; 2025Q4: 271 shares; 2026Q1: 273 shares 273 $75.9K 0.01% +2 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: 19 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 18 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 18 shares 18 $75.8K 0.01% +1 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: 283 shares; 2024Q4: 292 shares; 2025Q1: 289 shares; 2025Q2: 315 shares; 2025Q3: 293 shares; 2025Q4: 386 shares; 2026Q1: 383 shares 383 $75.7K 0.01% -3 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: 2,352 shares; 2024Q4: 2,374 shares; 2025Q1: 2,358 shares; 2025Q2: 2,327 shares; 2025Q3: 2,295 shares; 2025Q4: 2,244 shares; 2026Q1: 1,426 shares 1,426 $75.3K 0.01% -818 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: 627 shares; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 608 shares; 2025Q3: 596 shares; 2025Q4: 618 shares; 2026Q1: 672 shares 672 $73.7K 0.01% +54 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: 374 shares; 2024Q4: 329 shares; 2025Q1: 365 shares; 2025Q2: 405 shares; 2025Q3: 330 shares; 2025Q4: 1,145 shares; 2026Q1: 756 shares 756 $72.9K 0.01% -389 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,368 shares; 2025Q1: 1,368 shares; 2025Q2: 2,323 shares; 2025Q3: 1,680 shares; 2025Q4: 1,672 shares; 2026Q1: 1,672 shares 1,672 $72.5K 0.01% 0 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: 527 shares; 2025Q1: 563 shares; 2025Q2: 684 shares; 2025Q3: 524 shares; 2025Q4: 523 shares; 2026Q1: 574 shares 574 $70.5K 0.01% +51 Timeline SPTL 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: 13,456 shares; 2025Q1: 9,294 shares; 2025Q2: 3,765 shares; 2025Q3: 2,120 shares; 2025Q4: 2,242 shares; 2026Q1: 2,660 shares 2,660 $70K 0.01% +418 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: 745 shares; 2024Q4: 721 shares; 2025Q1: 431 shares; 2025Q2: 407 shares; 2025Q3: 370 shares; 2025Q4: 523 shares; 2026Q1: 528 shares 528 $69.7K 0.01% +5 Timeline EMXC 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: 1,043 shares; 2024Q4: 1,446 shares; 2025Q1: 1,077 shares; 2025Q2: 1,100 shares; 2025Q3: 1,041 shares; 2025Q4: 969 shares; 2026Q1: 884 shares 884 $69.5K 0.01% -85 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: 106 shares; 2024Q4: 102 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 123 shares; 2026Q1: 122 shares 122 $68.7K 0.01% -1 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: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 407 shares; 2025Q3: 405 shares; 2025Q4: 429 shares; 2026Q1: 440 shares 440 $68.4K 0.01% +11 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: 306 shares; 2024Q4: 315 shares; 2025Q1: 317 shares; 2025Q2: 321 shares; 2025Q3: 230 shares; 2025Q4: 236 shares; 2026Q1: 234 shares 234 $68.3K 0.01% -2 Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,267 shares; 2024Q4: 13,267 shares; 2025Q1: 13,267 shares; 2025Q2: 13,267 shares; 2025Q3: 13,267 shares; 2025Q4: 13,267 shares; 2026Q1: 13,267 shares 13,267 $66.9K 0.01% 0 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: 132 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 134 shares; 2025Q3: 135 shares; 2025Q4: 132 shares; 2026Q1: 153 shares 153 $66.7K 0.01% +21 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: 485 shares; 2024Q4: 498 shares; 2025Q1: 472 shares; 2025Q2: 438 shares; 2025Q3: 348 shares; 2025Q4: 215 shares; 2026Q1: 246 shares 246 $66.6K 0.01% +31 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: 209 shares; 2024Q4: 200 shares; 2025Q1: 203 shares; 2025Q2: 205 shares; 2025Q3: 193 shares; 2025Q4: 221 shares; 2026Q1: 225 shares 225 $66.5K 0.01% +4 Timeline TRSY DBX ETF TR More: the full row for DBX 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: 2,576 shares; 2025Q4: 2,611 shares; 2026Q1: 2,192 shares 2,192 $66.1K 0.01% -419 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: 1,076 shares; 2025Q2: 1,076 shares; 2025Q3: 1,076 shares; 2025Q4: 1,055 shares; 2026Q1: 1,055 shares 1,055 $66K 0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 334 shares; 2025Q1: 339 shares; 2025Q2: 343 shares; 2025Q3: 331 shares; 2025Q4: 460 shares; 2026Q1: 488 shares 488 $66K 0.01% +28 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 112 shares; 2025Q1: 114 shares; 2025Q2: 127 shares; 2025Q3: 116 shares; 2025Q4: 134 shares; 2026Q1: 139 shares 139 $65.8K 0.01% +5 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: 609 shares; 2024Q4: 609 shares; 2025Q1: 609 shares; 2025Q2: 618 shares; 2025Q3: 623 shares; 2025Q4: 615 shares; 2026Q1: 608 shares 608 $64.9K 0.01% -7 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: 272 shares; 2024Q4: 251 shares; 2025Q1: 256 shares; 2025Q2: 358 shares; 2025Q3: 252 shares; 2025Q4: 384 shares; 2026Q1: 390 shares 390 $64.5K 0.01% +6 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: 397 shares; 2024Q4: 469 shares; 2025Q1: 250 shares; 2025Q2: 361 shares; 2025Q3: 337 shares; 2025Q4: 280 shares; 2026Q1: 281 shares 281 $63.5K 0.01% +1 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: 118 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 200 shares; 2025Q3: 196 shares; 2025Q4: 292 shares; 2026Q1: 344 shares 344 $62.8K 0.01% +52 Timeline SUSA 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: 932 shares; 2024Q4: 931 shares; 2025Q1: 916 shares; 2025Q2: 1,787 shares; 2025Q3: 1,460 shares; 2025Q4: 1,459 shares; 2026Q1: 471 shares 471 $62.2K 0.01% -988 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 498 shares; 2025Q1: 527 shares; 2025Q2: 581 shares; 2025Q3: 564 shares; 2025Q4: 556 shares; 2026Q1: 628 shares 628 $62.2K 0.01% +72 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 312 shares; 2026Q1: 315 shares 315 $61.7K 0.01% +3 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 637 shares; 2026Q1: 637 shares 637 $59.7K 0.01% 0 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: 623 shares; 2024Q4: 621 shares; 2025Q1: 832 shares; 2025Q2: 853 shares; 2025Q3: 837 shares; 2025Q4: 906 shares; 2026Q1: 746 shares 746 $59.3K 0.01% -160 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: 124 shares; 2024Q4: 133 shares; 2025Q1: 114 shares; 2025Q2: 286 shares; 2025Q3: 160 shares; 2025Q4: 222 shares; 2026Q1: 219 shares 219 $59.2K 0.01% -3 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: 27 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 30 shares; 2025Q3: 31 shares; 2025Q4: 43 shares; 2026Q1: 42 shares 42 $57.9K 0.01% -1 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 117 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 105 shares; 2025Q4: 132 shares; 2026Q1: 129 shares 129 $57.6K 0.01% -3 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: 2,952 shares; 2024Q4: 2,685 shares; 2025Q1: 2,588 shares; 2025Q2: 2,909 shares; 2025Q3: 2,365 shares; 2025Q4: 2,636 shares; 2026Q1: 2,389 shares 2,389 $56.9K 0.01% -247 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: 177 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 206 shares; 2025Q3: 425 shares; 2025Q4: 793 shares; 2026Q1: 780 shares 780 $55.8K 0.01% -13 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 552 shares; 2025Q1: 496 shares; 2025Q2: 591 shares; 2025Q3: 435 shares; 2025Q4: 604 shares; 2026Q1: 436 shares 436 $55.1K 0.01% -168 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: 200 shares; 2024Q4: 206 shares; 2025Q1: 212 shares; 2025Q2: 256 shares; 2025Q3: 209 shares; 2025Q4: 278 shares; 2026Q1: 277 shares 277 $54.9K 0.01% -1 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 392 shares; 2025Q1: 575 shares; 2025Q2: 455 shares; 2025Q3: 458 shares; 2025Q4: 1,138 shares; 2026Q1: 1,297 shares 1,297 $54.8K 0.01% +159 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,219 shares; 2025Q3: 2,219 shares; 2025Q4: 2,219 shares; 2026Q1: 2,028 shares 2,028 $54.1K 0.01% -191 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: 270 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 273 shares; 2025Q3: 213 shares; 2025Q4: 214 shares; 2026Q1: 222 shares 222 $54K 0.01% +8 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: 43 shares; 2024Q4: 45 shares; 2025Q1: 46 shares; 2025Q2: 50 shares; 2025Q3: 46 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62 $53.7K 0.01% 0 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: 769 shares; 2024Q4: 780 shares; 2025Q1: 851 shares; 2025Q2: 928 shares; 2025Q3: 855 shares; 2025Q4: 826 shares; 2026Q1: 745 shares 745 $53.6K 0.01% -81 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $53.3K 0.01% 0 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: 320 shares; 2024Q4: 314 shares; 2025Q1: 307 shares; 2025Q2: 344 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 322 shares 322 $52.9K 0.01% +52 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 158 shares; 2025Q1: 1,193 shares; 2025Q2: 912 shares; 2025Q3: 880 shares; 2025Q4: 806 shares; 2026Q1: 799 shares 799 $52.2K 0.01% -7 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 271 shares; 2025Q3: 259 shares; 2025Q4: 262 shares; 2026Q1: 285 shares 285 $52K 0.01% +23 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: 29 shares; 2024Q4: 29 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $51.9K 0.01% 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: 31 shares; 2024Q4: 31 shares; 2025Q1: 32 shares; 2025Q2: 38 shares; 2025Q3: 37 shares; 2025Q4: 38 shares; 2026Q1: 47 shares 47 $51.4K 0.01% +9 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 458 shares; 2025Q1: 462 shares; 2025Q2: 466 shares; 2025Q3: 470 shares; 2025Q4: 417 shares; 2026Q1: 425 shares 425 $50.8K 0.01% +8 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 467 shares; 2025Q3: 446 shares; 2025Q4: 506 shares; 2026Q1: 488 shares 488 $50.6K 0.01% -18 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 434 shares; 2025Q1: 459 shares; 2025Q2: 829 shares; 2025Q3: 687 shares; 2025Q4: 910 shares; 2026Q1: 939 shares 939 $49.6K 0.01% +29 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: 71 shares; 2024Q4: 70 shares; 2025Q1: 71 shares; 2025Q2: 74 shares; 2025Q3: 65 shares; 2025Q4: 490 shares; 2026Q1: 461 shares 461 $48.2K 0.01% -29 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 79 shares; 2025Q1: 82 shares; 2025Q2: 80 shares; 2025Q3: 79 shares; 2025Q4: 80 shares; 2026Q1: 111 shares 111 $48.2K 0.01% +31 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: 164 shares; 2024Q4: 159 shares; 2025Q1: 183 shares; 2025Q2: 197 shares; 2025Q3: 194 shares; 2025Q4: 267 shares; 2026Q1: 202 shares 202 $47.7K 0.01% -65 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 182 shares; 2025Q2: 188 shares; 2025Q3: 200 shares; 2025Q4: 193 shares; 2026Q1: 230 shares 230 $47.7K 0.01% +37 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 282 shares; 2025Q3: 234 shares; 2025Q4: 369 shares; 2026Q1: 477 shares 477 $47.6K 0.01% +108 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 516 shares; 2025Q1: 420 shares; 2025Q2: 341 shares; 2025Q3: 659 shares; 2025Q4: 1,937 shares; 2026Q1: 2,185 shares 2,185 $47.4K 0.01% +248 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: 98 shares; 2024Q4: 87 shares; 2025Q1: 94 shares; 2025Q2: 139 shares; 2025Q3: 103 shares; 2025Q4: 135 shares; 2026Q1: 122 shares 122 $47.4K 0.01% -13 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 736 shares; 2025Q1: 881 shares; 2025Q2: 1,053 shares; 2025Q3: 1,269 shares; 2025Q4: 2,093 shares; 2026Q1: 1,811 shares 1,811 $46.9K 0.01% -282 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: 481 shares; 2024Q4: 460 shares; 2025Q1: 468 shares; 2025Q2: 599 shares; 2025Q3: 485 shares; 2025Q4: 665 shares; 2026Q1: 746 shares 746 $46.8K 0.01% +81 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 431 shares; 2025Q3: 436 shares; 2025Q4: 521 shares; 2026Q1: 512 shares 512 $46.6K 0.01% -9 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 626 shares; 2024Q4: 703 shares; 2025Q1: 841 shares; 2025Q2: 914 shares; 2025Q3: 449 shares; 2025Q4: 444 shares; 2026Q1: 409 shares 409 $46.5K 0.01% -35 Timeline IGM 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: 1,716 shares; 2024Q4: 1,716 shares; 2025Q1: 1,716 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 389 shares; 2026Q1: 389 shares 389 $46.1K 0.01% 0 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 404 shares; 2025Q1: 344 shares; 2025Q2: 374 shares; 2025Q3: 313 shares; 2025Q4: 569 shares; 2026Q1: 747 shares 747 $45.8K 0.01% +178 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: 564 shares; 2024Q4: 555 shares; 2025Q1: 584 shares; 2025Q2: 594 shares; 2025Q3: 582 shares; 2025Q4: 687 shares; 2026Q1: 631 shares 631 $45.7K 0.01% -56 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 275 shares; 2025Q1: 273 shares; 2025Q2: 266 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 224 shares 224 $45.7K 0.01% -6 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: 388 shares; 2024Q4: 399 shares; 2025Q1: 411 shares; 2025Q2: 439 shares; 2025Q3: 448 shares; 2025Q4: 410 shares; 2026Q1: 1,214 shares 1,214 $45.2K 0.01% +804 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 115 shares; 2025Q1: 126 shares; 2025Q2: 151 shares; 2025Q3: 156 shares; 2025Q4: 157 shares; 2026Q1: 218 shares 218 $45K 0.01% +61 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 330 shares; 2025Q1: 460 shares; 2025Q2: 357 shares; 2025Q3: 263 shares; 2025Q4: 503 shares; 2026Q1: 675 shares 675 $45K 0.01% +172 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: 49 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 100 shares; 2025Q3: 102 shares; 2025Q4: 137 shares; 2026Q1: 137 shares 137 $44.8K 0.01% 0 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: 105 shares; 2024Q4: 103 shares; 2025Q1: 99 shares; 2025Q2: 112 shares; 2025Q3: 108 shares; 2025Q4: 109 shares; 2026Q1: 130 shares 130 $44.6K 0.01% +21 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 270 shares; 2026Q1: 238 shares 238 $44.4K 0.01% -32 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 596 shares; 2025Q3: 581 shares; 2025Q4: 574 shares; 2026Q1: 589 shares 589 $44.3K 0.01% +15 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: 350 shares; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 415 shares; 2025Q3: 402 shares; 2025Q4: 373 shares; 2026Q1: 458 shares 458 $44K 0.01% +85 Timeline FISK EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,848 shares; 2024Q4: 9,848 shares; 2025Q1: 9,848 shares; 2025Q2: 9,848 shares; 2025Q3: 9,848 shares; 2025Q4: 9,848 shares; 2026Q1: 9,848 shares 9,848 $43.5K 0.01% 0 Timeline SCHB 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: 15,509 shares; 2024Q4: 46,887 shares; 2025Q1: 24,434 shares; 2025Q2: 2,152 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares; 2026Q1: 1,727 shares 1,727 $43.4K 0.01% -633 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: 309 shares; 2024Q4: 271 shares; 2025Q1: 284 shares; 2025Q2: 294 shares; 2025Q3: 301 shares; 2025Q4: 280 shares; 2026Q1: 397 shares 397 $43K 0.01% +117 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 148 shares; 2025Q3: 150 shares; 2025Q4: 198 shares; 2026Q1: 198 shares 198 $42.9K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 473 shares; 2025Q2: 984 shares; 2025Q3: 924 shares; 2025Q4: 912 shares; 2026Q1: 924 shares 924 $42.9K 0.01% +12 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: 3,751 shares; 2024Q4: 3,503 shares; 2025Q1: 3,689 shares; 2025Q2: 4,194 shares; 2025Q3: 3,724 shares; 2025Q4: 4,344 shares; 2026Q1: 3,672 shares 3,672 $42.4K 0.01% -672 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: 442 shares; 2024Q4: 419 shares; 2025Q1: 429 shares; 2025Q2: 225 shares; 2025Q3: 216 shares; 2025Q4: 203 shares; 2026Q1: 218 shares 218 $42.3K 0.01% +15 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: 554 shares; 2024Q4: 569 shares; 2025Q1: 590 shares; 2025Q2: 592 shares; 2025Q3: 607 shares; 2025Q4: 597 shares; 2026Q1: 605 shares 605 $41.9K 0.01% +8 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 129 shares; 2025Q3: 75 shares; 2025Q4: 105 shares; 2026Q1: 107 shares 107 $41.9K 0.01% +2 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: 1,342 shares; 2024Q4: 1,397 shares; 2025Q1: 1,479 shares; 2025Q2: 1,352 shares; 2025Q3: 1,361 shares; 2025Q4: 1,677 shares; 2026Q1: 1,441 shares 1,441 $41.4K 0.01% -236 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 59 shares; 2026Q1: 59 shares 59 $40.9K 0.01% 0 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: 212 shares; 2024Q4: 218 shares; 2025Q1: 224 shares; 2025Q2: 232 shares; 2025Q3: 236 shares; 2025Q4: 298 shares; 2026Q1: 201 shares 201 $40.8K 0.01% -97 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: 112 shares; 2024Q4: 101 shares; 2025Q1: 112 shares; 2025Q2: 116 shares; 2025Q3: 99 shares; 2025Q4: 123 shares; 2026Q1: 153 shares 153 $40.8K 0.01% +30 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 912 shares; 2025Q1: 813 shares; 2025Q2: 1,219 shares; 2025Q3: 1,071 shares; 2025Q4: 1,446 shares; 2026Q1: 1,471 shares 1,471 $40.7K 0.01% +25 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: 229 shares; 2024Q4: 229 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 275 shares 275 $40.7K 0.01% -336 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: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 91 shares 91 $40.4K 0.01% -1 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: 172 shares; 2024Q4: 192 shares; 2025Q1: 173 shares; 2025Q2: 189 shares; 2025Q3: 100 shares; 2025Q4: 213 shares; 2026Q1: 263 shares 263 $40.2K 0.01% +50 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 129 shares; 2025Q2: 113 shares; 2025Q3: 87 shares; 2025Q4: 197 shares; 2026Q1: 479 shares 479 $40.1K 0.01% +282 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $40.1K 0.01% 0 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: 326 shares; 2024Q4: 323 shares; 2025Q1: 234 shares; 2025Q2: 668 shares; 2025Q3: 525 shares; 2025Q4: 513 shares; 2026Q1: 499 shares 499 $40K 0.01% -14 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: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 130 shares; 2026Q1: 134 shares 134 $39.7K 0.01% +4 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $39.4K 0.01% new 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: 17 shares; 2024Q4: 27 shares; 2025Q1: 29 shares; 2025Q2: 30 shares; 2025Q3: 25 shares; 2025Q4: 43 shares; 2026Q1: 44 shares 44 $39.4K 0.01% +1 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: 85 shares; 2024Q4: 88 shares; 2025Q1: 85 shares; 2025Q2: 100 shares; 2025Q3: 85 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $39.2K 0.01% 0 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: 329 shares; 2024Q4: 296 shares; 2025Q1: 164 shares; 2025Q2: 163 shares; 2025Q3: 151 shares; 2025Q4: 218 shares; 2026Q1: 215 shares 215 $39.2K 0.01% -3 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 505 shares; 2025Q1: 748 shares; 2025Q2: 520 shares; 2025Q3: 515 shares; 2025Q4: 521 shares; 2026Q1: 451 shares 451 $39K 0.01% -70 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 464 shares; 2025Q1: 474 shares; 2025Q2: 483 shares; 2025Q3: 482 shares; 2025Q4: 645 shares; 2026Q1: 637 shares 637 $39K 0.01% -8 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: 115 shares; 2024Q4: 110 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 89 shares; 2025Q4: 126 shares; 2026Q1: 128 shares 128 $38.9K 0.01% +2 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: 256 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 241 shares; 2025Q3: 138 shares; 2025Q4: 243 shares; 2026Q1: 195 shares 195 $38.7K 0.01% -48 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 233 shares; 2026Q1: 231 shares 231 $38.4K 0.01% -2 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 819 shares; 2025Q1: 677 shares; 2025Q2: 287 shares; 2025Q3: 309 shares; 2025Q4: 1,125 shares; 2026Q1: 1,290 shares 1,290 $37.8K 0.01% +165 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: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 345 shares; 2025Q3: 310 shares; 2025Q4: 416 shares; 2026Q1: 397 shares 397 $36.6K 0.01% -19 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 113 shares; 2025Q2: 120 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 122 shares 122 $36.4K 0.01% +16 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 97 shares; 2025Q1: 101 shares; 2025Q2: 128 shares; 2025Q3: 114 shares; 2025Q4: 159 shares; 2026Q1: 158 shares 158 $36.4K 0.01% -1 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 248 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 248 shares; 2025Q4: 265 shares; 2026Q1: 265 shares 265 $35.7K 0.01% 0 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 363 shares; 2026Q1: 363 shares 363 $35.4K 0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 868 shares; 2025Q1: 851 shares; 2025Q2: 861 shares; 2025Q3: 854 shares; 2025Q4: 836 shares; 2026Q1: 825 shares 825 $34.9K 0.01% -11 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 171 shares; 2025Q3: 173 shares; 2025Q4: 182 shares; 2026Q1: 183 shares 183 $34.7K 0.01% +1 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 96 shares; 2026Q1: 126 shares 126 $34.7K 0.01% +30 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 492 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 494 shares 494 $34.5K 0.01% 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: 239 shares; 2024Q4: 242 shares; 2025Q1: 245 shares; 2025Q2: 253 shares; 2025Q3: 245 shares; 2025Q4: 238 shares; 2026Q1: 230 shares 230 $34.5K 0.01% -8 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 190 shares; 2025Q1: 182 shares; 2025Q2: 219 shares; 2025Q3: 386 shares; 2025Q4: 384 shares; 2026Q1: 1,386 shares 1,386 $34.5K 0.01% +1,002 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 308 shares; 2025Q3: 314 shares; 2025Q4: 439 shares; 2026Q1: 428 shares 428 $34.3K 0.01% -11 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: 36 shares; 2024Q4: 38 shares; 2025Q1: 40 shares; 2025Q2: 44 shares; 2025Q3: 36 shares; 2025Q4: 63 shares; 2026Q1: 62 shares 62 $34K 0.01% -1 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: 38 shares; 2024Q4: 31 shares; 2025Q1: 43 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 45 shares; 2026Q1: 44 shares 44 $34K 0.01% -1 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 192 shares; 2025Q1: 196 shares; 2025Q2: 199 shares; 2025Q3: 201 shares; 2025Q4: 252 shares; 2026Q1: 250 shares 250 $33.9K 0.01% -2 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: 106 shares; 2024Q4: 102 shares; 2025Q1: 106 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 148 shares; 2026Q1: 154 shares 154 $33.7K 0.01% +6 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: 138 shares; 2024Q4: 115 shares; 2025Q1: 126 shares; 2025Q2: 143 shares; 2025Q3: 140 shares; 2025Q4: 152 shares; 2026Q1: 159 shares 159 $33.6K 0.01% +7 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,350 shares; 2025Q3: 1,304 shares; 2025Q4: 1,314 shares; 2026Q1: 1,286 shares 1,286 $33.6K 0.01% -28 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: 340 shares; 2024Q4: 297 shares; 2025Q1: 307 shares; 2025Q2: 222 shares; 2025Q3: 255 shares; 2025Q4: 230 shares; 2026Q1: 177 shares 177 $33.6K 0.01% -53 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 170 shares; 2025Q1: 199 shares; 2025Q2: 189 shares; 2025Q3: 162 shares; 2025Q4: 383 shares; 2026Q1: 405 shares 405 $33.4K 0.01% +22 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 390 shares; 2025Q3: 366 shares; 2025Q4: 426 shares; 2026Q1: 361 shares 361 $33.2K 0.01% -65 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 286 shares; 2026Q1: 365 shares 365 $33.2K 0.01% +79 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: 45 shares; 2024Q4: 42 shares; 2025Q1: 52 shares; 2025Q2: 48 shares; 2025Q3: 44 shares; 2025Q4: 56 shares; 2026Q1: 59 shares 59 $33.2K 0.01% +3 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: 96 shares; 2024Q4: 96 shares; 2025Q1: 100 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 129 shares; 2026Q1: 105 shares 105 $33K 0.01% -24 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: 534 shares; 2024Q4: 512 shares; 2025Q1: 524 shares; 2025Q2: 1,845 shares; 2025Q3: 365 shares; 2025Q4: 462 shares; 2026Q1: 542 shares 542 $32.9K 0.01% +80 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 547 shares 547 $32.6K 0.01% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 169 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 145 shares 145 $32.5K 0.01% -8 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 464 shares; 2025Q1: 463 shares; 2025Q2: 501 shares; 2025Q3: 502 shares; 2025Q4: 328 shares; 2026Q1: 380 shares 380 $32.4K 0.01% +52 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: 77 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 83 shares; 2025Q3: 76 shares; 2025Q4: 74 shares; 2026Q1: 76 shares 76 $32.3K 0.01% +2 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares 615 $32.3K 0.01% 0 Timeline SGOV 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: 1,559 shares; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 318 shares; 2026Q1: 320 shares 320 $32.2K 0.01% +2 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 53 shares; 2026Q1: 82 shares 82 $32K 0.01% +29 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 406 shares; 2025Q1: 466 shares; 2025Q2: 477 shares; 2025Q3: 240 shares; 2025Q4: 201 shares; 2026Q1: 304 shares 304 $32K <0.01% +103 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 699 shares; 2025Q1: 699 shares; 2025Q2: 651 shares; 2025Q3: 507 shares; 2025Q4: 606 shares; 2026Q1: 617 shares 617 $31.7K <0.01% +11 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 164 shares; 2025Q3: 159 shares; 2025Q4: 207 shares; 2026Q1: 210 shares 210 $31.6K <0.01% +3 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 383 shares 383 $31.6K <0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 328 shares; 2025Q4: 343 shares; 2026Q1: 348 shares 348 $31.4K <0.01% +5 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 126 shares; 2026Q1: 126 shares 126 $31.1K <0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 153 shares; 2025Q3: 149 shares; 2025Q4: 152 shares; 2026Q1: 157 shares 157 $31K <0.01% +5 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 94 shares; 2025Q1: 90 shares; 2025Q2: 93 shares; 2025Q3: 90 shares; 2025Q4: 109 shares; 2026Q1: 171 shares 171 $30.8K <0.01% +62 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 525 shares; 2025Q3: 268 shares; 2025Q4: 280 shares; 2026Q1: 315 shares 315 $30.7K <0.01% +35 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 178 shares; 2025Q3: 129 shares; 2025Q4: 241 shares; 2026Q1: 256 shares 256 $30.4K <0.01% +15 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: 389 shares; 2024Q4: 354 shares; 2025Q1: 359 shares; 2025Q2: 342 shares; 2025Q3: 334 shares; 2025Q4: 516 shares; 2026Q1: 516 shares 516 $30.3K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 116 shares; 2025Q1: 111 shares; 2025Q2: 132 shares; 2025Q3: 113 shares; 2025Q4: 204 shares; 2026Q1: 147 shares 147 $30.3K <0.01% -57 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: 327 shares; 2024Q4: 301 shares; 2025Q1: 384 shares; 2025Q2: 411 shares; 2025Q3: 289 shares; 2025Q4: 334 shares; 2026Q1: 413 shares 413 $30.2K <0.01% +79 Timeline EMCS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 809 shares; 2025Q3: 809 shares; 2025Q4: 806 shares; 2026Q1: 806 shares 806 $29.9K <0.01% 0 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: 343 shares; 2024Q4: 207 shares; 2025Q1: 455 shares; 2025Q2: 708 shares; 2025Q3: 296 shares; 2025Q4: 302 shares; 2026Q1: 414 shares 414 $29.7K <0.01% +112 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 146 shares; 2025Q1: 128 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 289 shares; 2026Q1: 311 shares 311 $29.5K <0.01% +22 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 200 shares; 2025Q1: 207 shares; 2025Q2: 239 shares; 2025Q3: 219 shares; 2025Q4: 336 shares; 2026Q1: 256 shares 256 $29.4K <0.01% -80 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: 182 shares; 2024Q4: 165 shares; 2025Q1: 171 shares; 2025Q2: 165 shares; 2025Q3: 153 shares; 2025Q4: 212 shares; 2026Q1: 224 shares 224 $29.4K <0.01% +12 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 39 shares; 2026Q1: 40 shares 40 $29.1K <0.01% +1 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 62 shares; 2025Q1: 67 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 128 shares; 2026Q1: 128 shares 128 $28.4K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 175 shares; 2025Q1: 150 shares; 2025Q2: 292 shares; 2025Q3: 311 shares; 2025Q4: 317 shares; 2026Q1: 379 shares 379 $28.2K <0.01% +62 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: 301 shares; 2024Q4: 268 shares; 2025Q1: 332 shares; 2025Q2: 320 shares; 2025Q3: 308 shares; 2025Q4: 258 shares; 2026Q1: 215 shares 215 $28.2K <0.01% -43 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 117 shares; 2025Q1: 118 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 156 shares; 2026Q1: 156 shares 156 $28K <0.01% 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: 21 shares; 2024Q4: 19 shares; 2025Q1: 22 shares; 2025Q2: 40 shares; 2025Q3: 42 shares; 2025Q4: 48 shares; 2026Q1: 53 shares 53 $27.7K <0.01% +5 Timeline SPHQ 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 368 shares 368 $27.7K <0.01% new Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 132 shares; 2025Q1: 253 shares; 2025Q2: 425 shares; 2025Q3: 317 shares; 2025Q4: 604 shares; 2026Q1: 595 shares 595 $27.6K <0.01% -9 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 795 shares; 2025Q1: 798 shares; 2025Q2: 868 shares; 2025Q3: 819 shares; 2025Q4: 899 shares; 2026Q1: 1,332 shares 1,332 $27.6K <0.01% +433 Timeline IWD 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: 99 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares 129 $27.6K <0.01% 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: 206 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 353 shares; 2025Q3: 340 shares; 2025Q4: 433 shares; 2026Q1: 433 shares 433 $27.6K <0.01% 0 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: 913 shares; 2024Q4: 913 shares; 2025Q1: 906 shares; 2025Q2: 926 shares; 2025Q3: 895 shares; 2025Q4: 880 shares; 2026Q1: 858 shares 858 $27.5K <0.01% -22 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 129 shares; 2025Q3: 104 shares; 2025Q4: 98 shares; 2026Q1: 172 shares 172 $27.2K <0.01% +74 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 51 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 51 shares; 2025Q4: 77 shares; 2026Q1: 78 shares 78 $26.9K <0.01% +1 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: 58 shares; 2024Q4: 116 shares; 2025Q1: 123 shares; 2025Q2: 118 shares; 2025Q3: 124 shares; 2025Q4: 198 shares; 2026Q1: 238 shares 238 $26.7K <0.01% +40 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 364 shares; 2025Q1: 371 shares; 2025Q2: 378 shares; 2025Q3: 341 shares; 2025Q4: 425 shares; 2026Q1: 346 shares 346 $26.7K <0.01% -79 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: 70 shares; 2024Q4: 70 shares; 2025Q1: 76 shares; 2025Q2: 89 shares; 2025Q3: 83 shares; 2025Q4: 118 shares; 2026Q1: 116 shares 116 $26.7K <0.01% -2 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: 228 shares; 2024Q4: 204 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 213 shares; 2025Q4: 255 shares; 2026Q1: 194 shares 194 $26.6K <0.01% -61 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: 103 shares; 2024Q4: 105 shares; 2025Q1: 107 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 139 shares; 2026Q1: 111 shares 111 $26.6K <0.01% -28 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 1,408 shares; 2025Q1: 1,422 shares; 2025Q2: 1,622 shares; 2025Q3: 1,932 shares; 2025Q4: 656 shares; 2026Q1: 1,685 shares 1,685 $26.5K <0.01% +1,029 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: 238 shares; 2024Q4: 280 shares; 2025Q1: 344 shares; 2025Q2: 393 shares; 2025Q3: 227 shares; 2025Q4: 253 shares; 2026Q1: 540 shares 540 $26.5K <0.01% +287 Timeline IUSV 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: 258 shares; 2025Q3: 258 shares; 2025Q4: 258 shares; 2026Q1: 258 shares 258 $26.4K <0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 103 shares; 2025Q1: 110 shares; 2025Q2: 104 shares; 2025Q3: 122 shares; 2025Q4: 148 shares; 2026Q1: 162 shares 162 $26.3K <0.01% +14 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: 228 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 144 shares; 2025Q3: 71 shares; 2025Q4: 107 shares; 2026Q1: 110 shares 110 $26.2K <0.01% +3 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 160 shares; 2025Q3: 136 shares; 2025Q4: 231 shares; 2026Q1: 226 shares 226 $26.1K <0.01% -5 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 481 shares; 2026Q1: 481 shares 481 $26K <0.01% 0 Timeline IYW 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: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $25.9K <0.01% 0 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: 197 shares; 2024Q4: 188 shares; 2025Q1: 194 shares; 2025Q2: 196 shares; 2025Q3: 192 shares; 2025Q4: 154 shares; 2026Q1: 149 shares 149 $25.8K <0.01% -5 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: 104 shares; 2024Q4: 104 shares; 2025Q1: 107 shares; 2025Q2: 105 shares; 2025Q3: 106 shares; 2025Q4: 88 shares; 2026Q1: 79 shares 79 $25.5K <0.01% -9 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 75 shares; 2026Q1: 102 shares 102 $25.5K <0.01% +27 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: 125 shares; 2024Q4: 109 shares; 2025Q1: 123 shares; 2025Q2: 101 shares; 2025Q3: 94 shares; 2025Q4: 69 shares; 2026Q1: 105 shares 105 $25.5K <0.01% +36 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 145 shares; 2025Q1: 157 shares; 2025Q2: 199 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 262 shares 262 $25.5K <0.01% +116 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 397 shares; 2025Q4: 1,173 shares; 2026Q1: 1,498 shares 1,498 $25.4K <0.01% +325 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: 30 shares; 2024Q4: 25 shares; 2025Q1: 26 shares; 2025Q2: 34 shares; 2025Q3: 30 shares; 2025Q4: 29 shares; 2026Q1: 37 shares 37 $25.2K <0.01% +8 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: 152 shares; 2024Q4: 115 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 106 shares; 2025Q4: 143 shares; 2026Q1: 103 shares 103 $25.2K <0.01% -40 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 127 shares; 2025Q1: 131 shares; 2025Q2: 127 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 108 shares 108 $25.1K <0.01% +24 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 247 shares; 2025Q1: 255 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 240 shares; 2026Q1: 287 shares 287 $24.9K <0.01% +47 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 65 shares; 2025Q4: 153 shares; 2026Q1: 154 shares 154 $24.9K <0.01% +1 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: 287 shares; 2025Q2: 293 shares; 2025Q3: 298 shares; 2025Q4: 301 shares; 2026Q1: 293 shares 293 $24.9K <0.01% -8 Timeline SOCL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares 575 $24.9K <0.01% 0 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 21 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 106 shares; 2026Q1: 108 shares 108 $24.8K <0.01% +2 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 237 shares; 2025Q1: 133 shares; 2025Q2: 117 shares; 2025Q3: 149 shares; 2025Q4: 237 shares; 2026Q1: 266 shares 266 $24.8K <0.01% +29 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 36 shares; 2025Q3: 34 shares; 2025Q4: 44 shares; 2026Q1: 34 shares 34 $24.8K <0.01% -10 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 243 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $24.6K <0.01% 0 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 95 shares; 2025Q3: 70 shares; 2025Q4: 72 shares; 2026Q1: 377 shares 377 $24.6K <0.01% +305 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 423 shares; 2025Q1: 377 shares; 2025Q2: 322 shares; 2025Q3: 330 shares; 2025Q4: 305 shares; 2026Q1: 325 shares 325 $24.6K <0.01% +20 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD 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: 2,037 shares; 2026Q1: 1,997 shares 1,997 $24.5K <0.01% -40 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $24.5K <0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 84 shares; 2025Q3: 53 shares; 2025Q4: 75 shares; 2026Q1: 92 shares 92 $24.4K <0.01% +17 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: 464 shares; 2024Q4: 258 shares; 2025Q1: 259 shares; 2025Q2: 299 shares; 2025Q3: 276 shares; 2025Q4: 263 shares; 2026Q1: 253 shares 253 $24.4K <0.01% -10 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: 36 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 46 shares; 2025Q3: 28 shares; 2025Q4: 43 shares; 2026Q1: 41 shares 41 $24.3K <0.01% -2 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 299 shares; 2025Q3: 236 shares; 2025Q4: 225 shares; 2026Q1: 229 shares 229 $24.2K <0.01% +4 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 647 shares; 2025Q1: 285 shares; 2025Q2: 925 shares; 2025Q3: 980 shares; 2025Q4: 1,843 shares; 2026Q1: 1,724 shares 1,724 $23.9K <0.01% -119 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 208 shares; 2026Q1: 201 shares 201 $23.8K <0.01% -7 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 377 shares; 2026Q1: 389 shares 389 $23.7K <0.01% +12 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 323 shares; 2025Q1: 340 shares; 2025Q2: 331 shares; 2025Q3: 339 shares; 2025Q4: 445 shares; 2026Q1: 419 shares 419 $23.7K <0.01% -26 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 89 shares; 2025Q4: 123 shares; 2026Q1: 89 shares 89 $23.7K <0.01% -34 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 391 shares; 2025Q4: 391 shares; 2026Q1: 391 shares 391 $23.6K <0.01% 0 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: 414 shares; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $23.5K <0.01% 0 Timeline IMOS CHIPMOS TECHNOLOGIES INC More: the full row for CHIPMOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 923 shares; 2025Q1: 776 shares; 2025Q2: 811 shares; 2025Q3: 1,131 shares; 2025Q4: 1,399 shares; 2026Q1: 653 shares 653 $23.4K <0.01% -746 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 86 shares; 2025Q1: 87 shares; 2025Q2: 88 shares; 2025Q3: 84 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82 $23.3K <0.01% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 51 shares; 2025Q1: 54 shares; 2025Q2: 62 shares; 2025Q3: 56 shares; 2025Q4: 82 shares; 2026Q1: 80 shares 80 $23.1K <0.01% -2 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 917 shares; 2025Q1: 880 shares; 2025Q2: 786 shares; 2025Q3: 663 shares; 2025Q4: 1,955 shares; 2026Q1: 1,708 shares 1,708 $23.1K <0.01% -247 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: 159 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 295 shares; 2025Q3: 229 shares; 2025Q4: 229 shares; 2026Q1: 346 shares 346 $23K <0.01% +117 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 54 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 151 shares; 2025Q4: 331 shares; 2026Q1: 331 shares 331 $23K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 145 shares; 2025Q1: 151 shares; 2025Q2: 161 shares; 2025Q3: 137 shares; 2025Q4: 158 shares; 2026Q1: 249 shares 249 $22.9K <0.01% +91 Timeline PDFS PDF SOLUTIONS INC More: the full row for PDF SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135 shares; 2025Q1: not reported; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 699 shares; 2026Q1: 699 shares 699 $22.9K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 148 shares; 2025Q1: 134 shares; 2025Q2: 143 shares; 2025Q3: 150 shares; 2025Q4: 234 shares; 2026Q1: 245 shares 245 $22.9K <0.01% +11 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: 80 shares; 2024Q4: 50 shares; 2025Q1: 134 shares; 2025Q2: 102 shares; 2025Q3: 172 shares; 2025Q4: 124 shares; 2026Q1: 124 shares 124 $22.7K <0.01% 0 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 139 shares; 2025Q4: 125 shares; 2026Q1: 193 shares 193 $22.7K <0.01% +68 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: 196 shares; 2024Q4: 193 shares; 2025Q1: 157 shares; 2025Q2: 153 shares; 2025Q3: 157 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $22.7K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 320 shares; 2025Q1: 340 shares; 2025Q2: 665 shares; 2025Q3: 476 shares; 2025Q4: 439 shares; 2026Q1: 464 shares 464 $22.6K <0.01% +25 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: 372 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 439 shares; 2026Q1: 387 shares 387 $22.6K <0.01% -52 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 229 shares 229 $22.4K <0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 152 shares; 2025Q1: 146 shares; 2025Q2: 154 shares; 2025Q3: 130 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $22.3K <0.01% 0 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: 304 shares; 2024Q4: 297 shares; 2025Q1: 302 shares; 2025Q2: 311 shares; 2025Q3: 267 shares; 2025Q4: 254 shares; 2026Q1: 269 shares 269 $22K <0.01% +15 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 82 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $21.9K <0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 205 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 190 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $21.9K <0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 130 shares; 2025Q1: 145 shares; 2025Q2: 138 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 155 shares 155 $21.9K <0.01% +30 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: 362 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 356 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 309 shares 309 $21.9K <0.01% -23 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: 1,163 shares; 2024Q4: 1,097 shares; 2025Q1: 1,099 shares; 2025Q2: 1,083 shares; 2025Q3: 946 shares; 2025Q4: 416 shares; 2026Q1: 416 shares 416 $21.6K <0.01% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,631 shares; 2024Q4: 7,262 shares; 2025Q1: 7,262 shares; 2025Q2: 7,102 shares; 2025Q3: 3,092 shares; 2025Q4: 10,710 shares; 2026Q1: 10,180 shares 10,180 $21.6K <0.01% -530 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: 477 shares; 2024Q4: 692 shares; 2025Q1: 529 shares; 2025Q2: 555 shares; 2025Q3: 544 shares; 2025Q4: 849 shares; 2026Q1: 784 shares 784 $21.5K <0.01% -65 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 13 shares; 2026Q1: 17 shares 17 $21.4K <0.01% +4 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 63 shares; 2025Q3: 60 shares; 2025Q4: 76 shares; 2026Q1: 78 shares 78 $21.3K <0.01% +2 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 74 shares; 2025Q1: 76 shares; 2025Q2: 82 shares; 2025Q3: 44 shares; 2025Q4: 142 shares; 2026Q1: 124 shares 124 $21.2K <0.01% -18 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 118 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 163 shares; 2025Q4: 227 shares; 2026Q1: 162 shares 162 $21.2K <0.01% -65 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 180 shares; 2025Q1: 197 shares; 2025Q2: 202 shares; 2025Q3: 233 shares; 2025Q4: 180 shares; 2026Q1: 186 shares 186 $21.1K <0.01% +6 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 157 shares; 2025Q3: 151 shares; 2025Q4: 165 shares; 2026Q1: 165 shares 165 $20.9K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 158 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares 144 $20.9K <0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 434 shares; 2025Q1: 434 shares; 2025Q2: 434 shares; 2025Q3: 434 shares; 2025Q4: 434 shares; 2026Q1: 434 shares 434 $20.8K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 88 shares; 2025Q1: 92 shares; 2025Q2: 96 shares; 2025Q3: 91 shares; 2025Q4: 123 shares; 2026Q1: 123 shares 123 $20.8K <0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 54 shares; 2025Q1: 60 shares; 2025Q2: 59 shares; 2025Q3: 60 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $20.8K <0.01% 0 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 162 shares; 2025Q1: 190 shares; 2025Q2: 448 shares; 2025Q3: 181 shares; 2025Q4: 151 shares; 2026Q1: 652 shares 652 $20.3K <0.01% +501 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 16 shares; 2025Q4: 20 shares; 2026Q1: 19 shares 19 $20.3K <0.01% -1 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $20.2K <0.01% 0 Timeline INTF 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: 517 shares 517 $20.1K <0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 170 shares; 2025Q1: 206 shares; 2025Q2: 179 shares; 2025Q3: 99 shares; 2025Q4: 101 shares; 2026Q1: 96 shares 96 $20.1K <0.01% -5 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: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 126 shares; 2026Q1: 195 shares 195 $19.9K <0.01% +69 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 265 shares; 2025Q1: 311 shares; 2025Q2: 542 shares; 2025Q3: 557 shares; 2025Q4: 706 shares; 2026Q1: 530 shares 530 $19.4K <0.01% -176 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: 114 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 118 shares; 2025Q3: 105 shares; 2025Q4: 151 shares; 2026Q1: 154 shares 154 $19.4K <0.01% +3 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 70 shares 70 $19.4K <0.01% +2 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 52 shares; 2026Q1: 44 shares 44 $19.1K <0.01% -8 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 84 shares; 2025Q3: 86 shares; 2025Q4: 144 shares; 2026Q1: 133 shares 133 $19K <0.01% -11 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 245 shares; 2025Q1: 346 shares; 2025Q2: 342 shares; 2025Q3: 253 shares; 2025Q4: 179 shares; 2026Q1: 168 shares 168 $18.9K <0.01% -11 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: 242 shares; 2024Q4: 242 shares; 2025Q1: 251 shares; 2025Q2: 243 shares; 2025Q3: 192 shares; 2025Q4: 201 shares; 2026Q1: 260 shares 260 $18.9K <0.01% +59 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 836 shares; 2025Q3: 758 shares; 2025Q4: 1,026 shares; 2026Q1: 892 shares 892 $18.9K <0.01% -134 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 1,026 shares; 2025Q4: 2,161 shares; 2026Q1: 2,374 shares 2,374 $18.9K <0.01% +213 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 253 shares; 2025Q1: 248 shares; 2025Q2: 240 shares; 2025Q3: 235 shares; 2025Q4: 237 shares; 2026Q1: 228 shares 228 $18.8K <0.01% -9 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 10 shares; 2025Q3: 8 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $18.5K <0.01% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 49 shares; 2025Q2: 61 shares; 2025Q3: 19 shares; 2025Q4: 53 shares; 2026Q1: 57 shares 57 $18.4K <0.01% +4 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: 62 shares; 2024Q4: 60 shares; 2025Q1: 61 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 85 shares; 2026Q1: 57 shares 57 $18.3K <0.01% -28 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 212 shares 212 $18.3K <0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 256 shares; 2025Q1: 145 shares; 2025Q2: 164 shares; 2025Q3: 183 shares; 2025Q4: 148 shares; 2026Q1: 329 shares 329 $18.2K <0.01% +181 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: 27 shares; 2024Q4: 59 shares; 2025Q1: 63 shares; 2025Q2: 59 shares; 2025Q3: 63 shares; 2025Q4: 61 shares; 2026Q1: 63 shares 63 $18.1K <0.01% +2 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 117 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 107 shares; 2025Q4: 206 shares; 2026Q1: 196 shares 196 $18.1K <0.01% -10 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 30 shares; 2025Q2: 117 shares; 2025Q3: 66 shares; 2025Q4: 145 shares; 2026Q1: 149 shares 149 $18K <0.01% +4 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: 115 shares; 2024Q4: 112 shares; 2025Q1: 116 shares; 2025Q2: 118 shares; 2025Q3: 120 shares; 2025Q4: 63 shares; 2026Q1: 72 shares 72 $17.9K <0.01% +9 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: 208 shares; 2024Q4: 201 shares; 2025Q1: 204 shares; 2025Q2: 192 shares; 2025Q3: 177 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $17.9K <0.01% 0 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 125 shares; 2025Q1: 152 shares; 2025Q2: 211 shares; 2025Q3: 128 shares; 2025Q4: 247 shares; 2026Q1: 304 shares 304 $17.8K <0.01% +57 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares 780 $17.8K <0.01% 0 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 214 shares; 2025Q2: 255 shares; 2025Q3: 325 shares; 2025Q4: 436 shares; 2026Q1: 598 shares 598 $17.7K <0.01% +162 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 331 shares; 2025Q4: 404 shares; 2026Q1: 331 shares 331 $17.7K <0.01% -73 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 133 shares; 2025Q1: 144 shares; 2025Q2: 111 shares; 2025Q3: 203 shares; 2025Q4: 221 shares; 2026Q1: 366 shares 366 $17.6K <0.01% +145 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 85 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $17.6K <0.01% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD 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: 8 shares 8 $17.6K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 31 shares; 2025Q1: 37 shares; 2025Q2: 35 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 53 shares 53 $17.5K <0.01% +17 Timeline KT KT CORP More: the full row for KT 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: 817 shares 817 $17.5K <0.01% new Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 242 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 288 shares; 2026Q1: 248 shares 248 $17.5K <0.01% -40 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 45 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 61 shares; 2026Q1: 62 shares 62 $17.4K <0.01% +1 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: 164 shares; 2024Q4: 173 shares; 2025Q1: 177 shares; 2025Q2: 215 shares; 2025Q3: 107 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $17.3K <0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 227 shares; 2025Q1: 193 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $17.3K <0.01% 0 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: 564 shares; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 540 shares; 2025Q4: 574 shares; 2026Q1: 521 shares 521 $17.3K <0.01% -53 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 254 shares; 2025Q2: 280 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 265 shares 265 $17.3K <0.01% +8 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 572 shares; 2025Q4: 656 shares; 2026Q1: 656 shares 656 $17.1K <0.01% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 122 shares; 2025Q2: 127 shares; 2025Q3: 131 shares; 2025Q4: 212 shares; 2026Q1: 178 shares 178 $17.1K <0.01% -34 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 63 shares; 2026Q1: 108 shares 108 $17K <0.01% +45 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: 84 shares; 2024Q4: 94 shares; 2025Q1: 109 shares; 2025Q2: 104 shares; 2025Q3: 96 shares; 2025Q4: 94 shares; 2026Q1: 97 shares 97 $16.9K <0.01% +3 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 148 shares; 2025Q1: 143 shares; 2025Q2: 166 shares; 2025Q3: 135 shares; 2025Q4: 168 shares; 2026Q1: 98 shares 98 $16.9K <0.01% -70 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: 10 shares; 2024Q4: 16 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 25 shares; 2026Q1: 24 shares 24 $16.9K <0.01% -1 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 233 shares; 2025Q1: not reported; 2025Q2: 496 shares; 2025Q3: 243 shares; 2025Q4: 602 shares; 2026Q1: 705 shares 705 $16.8K <0.01% +103 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $16.8K <0.01% 0 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: 220 shares; 2024Q4: 206 shares; 2025Q1: 161 shares; 2025Q2: 171 shares; 2025Q3: 122 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $16.8K <0.01% 0 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,994 shares; 2024Q4: 2,994 shares; 2025Q1: 2,994 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 498 shares 498 $16.8K <0.01% new Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 72 shares; 2025Q1: 210 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 370 shares; 2026Q1: 905 shares 905 $16.8K <0.01% +535 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: 762 shares; 2024Q4: 166 shares; 2025Q1: 162 shares; 2025Q2: 146 shares; 2025Q3: 61 shares; 2025Q4: 96 shares; 2026Q1: 138 shares 138 $16.7K <0.01% +42 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $16.7K <0.01% 0 Timeline