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: 100,039 shares; 2024Q4: 103,623 shares; 2025Q1: 111,614 shares; 2025Q2: 114,807 shares; 2025Q3: 114,649 shares; 2025Q4: 121,148 shares; 2026Q1: 126,285 shares 126,285 $40.5M 3.84% +5,137 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370,544 shares; 2024Q4: 370,603 shares; 2025Q1: 369,007 shares; 2025Q2: 372,940 shares; 2025Q3: 381,016 shares; 2025Q4: 383,785 shares; 2026Q1: 386,861 shares 386,861 $34.1M 3.23% +3,076 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: 183,057 shares; 2024Q4: 184,022 shares; 2025Q1: 171,341 shares; 2025Q2: 177,533 shares; 2025Q3: 176,703 shares; 2025Q4: 172,596 shares; 2026Q1: 174,081 shares 174,081 $30.4M 2.88% +1,485 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: 120,876 shares; 2024Q4: 178,566 shares; 2025Q1: 249,580 shares; 2025Q2: 281,460 shares; 2025Q3: 278,562 shares; 2025Q4: 273,355 shares; 2026Q1: 269,465 shares 269,465 $29.2M 2.77% -3,890 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: 11,197 shares; 2024Q4: 10,215 shares; 2025Q1: 9,517 shares; 2025Q2: 9,305 shares; 2025Q3: 35,661 shares; 2025Q4: 40,851 shares; 2026Q1: 36,589 shares 36,589 $23.9M 2.27% -4,262 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412,477 shares; 2024Q4: 408,158 shares; 2025Q1: 399,373 shares; 2025Q2: 506,781 shares; 2025Q3: 503,086 shares; 2025Q4: 497,349 shares; 2026Q1: 499,442 shares 499,442 $22.3M 2.11% +2,093 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: 66,379 shares; 2024Q4: 66,608 shares; 2025Q1: 60,415 shares; 2025Q2: 57,441 shares; 2025Q3: 57,812 shares; 2025Q4: 57,740 shares; 2026Q1: 59,170 shares 59,170 $21.9M 2.08% +1,430 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: 95,690 shares; 2024Q4: 93,197 shares; 2025Q1: 84,464 shares; 2025Q2: 85,418 shares; 2025Q3: 85,491 shares; 2025Q4: 82,125 shares; 2026Q1: 83,342 shares 83,342 $21.2M 2.01% +1,217 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,268 shares; 2024Q4: 153,258 shares; 2025Q1: 168,923 shares; 2025Q2: 171,910 shares; 2025Q3: 175,760 shares; 2025Q4: 179,568 shares; 2026Q1: 183,392 shares 183,392 $20.3M 1.92% +3,824 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: 185,143 shares; 2024Q4: 194,813 shares; 2025Q1: 208,143 shares; 2025Q2: 215,883 shares; 2025Q3: 224,178 shares; 2025Q4: 232,434 shares; 2026Q1: 258,311 shares 258,311 $19M 1.8% +25,877 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: 30,144 shares; 2024Q4: 42,184 shares; 2025Q1: 41,988 shares; 2025Q2: 41,829 shares; 2025Q3: 41,685 shares; 2025Q4: 41,424 shares; 2026Q1: 41,401 shares 41,401 $17.8M 1.69% -23 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: 97,051 shares; 2024Q4: 96,718 shares; 2025Q1: 94,686 shares; 2025Q2: 94,266 shares; 2025Q3: 92,073 shares; 2025Q4: 89,258 shares; 2026Q1: 87,652 shares 87,652 $16.9M 1.6% -1,606 Timeline DFEM 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: 447,796 shares; 2024Q4: 444,334 shares; 2025Q1: 434,275 shares; 2025Q2: 430,970 shares; 2025Q3: 418,908 shares; 2025Q4: 407,067 shares; 2026Q1: 408,581 shares 408,581 $14.1M 1.34% +1,514 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: 49,698 shares; 2024Q4: 51,792 shares; 2025Q1: 52,342 shares; 2025Q2: 53,427 shares; 2025Q3: 52,389 shares; 2025Q4: 50,678 shares; 2026Q1: 48,965 shares 48,965 $14M 1.33% -1,713 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: 73,980 shares; 2024Q4: 88,314 shares; 2025Q1: 103,769 shares; 2025Q2: 112,068 shares; 2025Q3: 121,140 shares; 2025Q4: 132,097 shares; 2026Q1: 161,361 shares 161,361 $12.4M 1.18% +29,264 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,362 shares; 2024Q4: 180,955 shares; 2025Q1: 190,021 shares; 2025Q2: 211,196 shares; 2025Q3: 226,834 shares; 2025Q4: 232,577 shares; 2026Q1: 238,673 shares 238,673 $12.1M 1.15% +6,096 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: 97,883 shares; 2024Q4: 97,329 shares; 2025Q1: 97,986 shares; 2025Q2: 93,142 shares; 2025Q3: 99,521 shares; 2025Q4: 95,943 shares; 2026Q1: 93,919 shares 93,919 $11.9M 1.13% -2,024 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,287 shares; 2024Q4: 189,818 shares; 2025Q1: 202,015 shares; 2025Q2: 208,411 shares; 2025Q3: 221,989 shares; 2025Q4: 238,639 shares; 2026Q1: 238,712 shares 238,712 $11.5M 1.09% +73 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,177 shares; 2024Q4: 87,029 shares; 2025Q1: 82,735 shares; 2025Q2: 78,428 shares; 2025Q3: 73,786 shares; 2025Q4: 70,238 shares; 2026Q1: 64,713 shares 64,713 $11.2M 1.06% -5,525 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,533 shares; 2024Q4: 284,542 shares; 2025Q1: 286,743 shares; 2025Q2: 284,411 shares; 2025Q3: 278,545 shares; 2025Q4: 269,033 shares; 2026Q1: 265,480 shares 265,480 $10.9M 1.03% -3,553 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: 117,924 shares; 2026Q1: 117,570 shares 117,570 $10.7M 1.01% -354 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: 70,401 shares; 2024Q4: 68,303 shares; 2025Q1: 66,549 shares; 2025Q2: 65,933 shares; 2025Q3: 65,202 shares; 2025Q4: 64,257 shares; 2026Q1: 60,547 shares 60,547 $10.3M 0.97% -3,710 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: 43,790 shares; 2024Q4: 45,284 shares; 2025Q1: 46,672 shares; 2025Q2: 47,291 shares; 2025Q3: 47,717 shares; 2025Q4: 47,481 shares; 2026Q1: 48,847 shares 48,847 $10.2M 0.96% +1,366 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,358 shares; 2024Q4: 204,672 shares; 2025Q1: 202,479 shares; 2025Q2: 202,290 shares; 2025Q3: 200,245 shares; 2025Q4: 198,673 shares; 2026Q1: 198,048 shares 198,048 $9.24M 0.88% -625 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,565 shares; 2024Q4: 106,950 shares; 2025Q1: 105,840 shares; 2025Q2: 106,368 shares; 2025Q3: 103,458 shares; 2025Q4: 101,302 shares; 2026Q1: 98,580 shares 98,580 $9.2M 0.87% -2,722 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: 57,800 shares; 2024Q4: 36,841 shares; 2025Q1: 28,266 shares; 2025Q2: 24,423 shares; 2025Q3: 13,122 shares; 2025Q4: 14,496 shares; 2026Q1: 13,874 shares 13,874 $9.02M 0.86% -622 Timeline SCHP 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: 152,322 shares; 2024Q4: 317,499 shares; 2025Q1: 315,267 shares; 2025Q2: 319,315 shares; 2025Q3: 319,555 shares; 2025Q4: 320,357 shares; 2026Q1: 320,496 shares 320,496 $8.53M 0.81% +139 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: 10,881 shares; 2024Q4: 10,685 shares; 2025Q1: 10,331 shares; 2025Q2: 10,110 shares; 2025Q3: 9,002 shares; 2025Q4: 8,874 shares; 2026Q1: 8,483 shares 8,483 $8.45M 0.8% -391 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: 30,268 shares; 2024Q4: 26,412 shares; 2025Q1: 26,561 shares; 2025Q2: 27,100 shares; 2025Q3: 27,410 shares; 2025Q4: 26,083 shares; 2026Q1: 24,708 shares 24,708 $8.35M 0.79% -1,375 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155,898 shares; 2025Q3: 181,090 shares; 2025Q4: 188,422 shares; 2026Q1: 202,311 shares 202,311 $8.2M 0.78% +13,889 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: 31,380 shares; 2024Q4: 30,360 shares; 2025Q1: 30,327 shares; 2025Q2: 30,243 shares; 2025Q3: 28,905 shares; 2025Q4: 28,150 shares; 2026Q1: 28,073 shares 28,073 $8.06M 0.76% -77 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: 279,997 shares; 2024Q4: 277,838 shares; 2025Q1: 276,341 shares; 2025Q2: 279,639 shares; 2025Q3: 277,331 shares; 2025Q4: 275,746 shares; 2026Q1: 275,375 shares 275,375 $7.98M 0.76% -371 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: 58,266 shares; 2024Q4: 56,768 shares; 2025Q1: 55,096 shares; 2025Q2: 53,869 shares; 2025Q3: 49,953 shares; 2025Q4: 49,699 shares; 2026Q1: 49,272 shares 49,272 $7.87M 0.75% -427 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,184 shares; 2024Q4: 19,477 shares; 2025Q1: 9,515 shares; 2025Q2: 9,513 shares; 2025Q3: 9,345 shares; 2025Q4: 9,261 shares; 2026Q1: 9,187 shares 9,187 $7.8M 0.74% -74 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: 28,943 shares; 2024Q4: 27,222 shares; 2025Q1: 25,646 shares; 2025Q2: 25,436 shares; 2025Q3: 25,951 shares; 2025Q4: 25,865 shares; 2026Q1: 26,343 shares 26,343 $7.75M 0.73% +478 Timeline TR TOOTSIE ROLL INDS INC More: the full row for TOOTSIE ROLL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171,449 shares; 2025Q1: 176,105 shares; 2025Q2: 176,413 shares; 2025Q3: 176,368 shares; 2025Q4: 175,311 shares; 2026Q1: 180,382 shares 180,382 $7.71M 0.73% +5,071 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 65,677 shares; 2025Q3: 133,924 shares; 2025Q4: 132,875 shares; 2026Q1: 132,774 shares 132,774 $7.44M 0.71% -101 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: 109,188 shares; 2024Q4: 107,588 shares; 2025Q1: 106,997 shares; 2025Q2: 107,113 shares; 2025Q3: 147,133 shares; 2025Q4: 73,905 shares; 2026Q1: 74,744 shares 74,744 $7.4M 0.7% +839 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: 123,237 shares; 2024Q4: 116,072 shares; 2025Q1: 114,811 shares; 2025Q2: 120,970 shares; 2025Q3: 133,730 shares; 2025Q4: 132,843 shares; 2026Q1: 145,970 shares 145,970 $7.33M 0.7% +13,127 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,230 shares; 2026Q1: 83,033 shares 83,033 $7.27M 0.69% -197 Timeline DFLV 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: 94,473 shares; 2024Q4: 95,112 shares; 2025Q1: 109,625 shares; 2025Q2: 113,077 shares; 2025Q3: 129,016 shares; 2025Q4: 166,515 shares; 2026Q1: 202,145 shares 202,145 $7.22M 0.68% +35,630 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: 83,089 shares; 2024Q4: 82,087 shares; 2025Q1: 83,946 shares; 2025Q2: 83,641 shares; 2025Q3: 84,450 shares; 2025Q4: 84,537 shares; 2026Q1: 84,418 shares 84,418 $7.19M 0.68% -119 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: 246 shares; 2024Q4: 230 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 75,813 shares; 2025Q4: 74,230 shares; 2026Q1: 121,577 shares 121,577 $7.15M 0.68% +47,347 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: 73,804 shares; 2024Q4: 72,621 shares; 2025Q1: 72,144 shares; 2025Q2: 72,229 shares; 2025Q3: 72,782 shares; 2025Q4: 72,427 shares; 2026Q1: 73,936 shares 73,936 $7.14M 0.68% +1,509 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: 83,508 shares; 2024Q4: 82,225 shares; 2025Q1: 82,601 shares; 2025Q2: 84,195 shares; 2025Q3: 85,940 shares; 2025Q4: 79,212 shares; 2026Q1: 76,597 shares 76,597 $7.11M 0.67% -2,615 Timeline SHV 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: 24,515 shares; 2024Q4: 26,533 shares; 2025Q1: 32,930 shares; 2025Q2: 42,360 shares; 2025Q3: 58,028 shares; 2025Q4: 62,584 shares; 2026Q1: 64,082 shares 64,082 $7.07M 0.67% +1,498 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: 21,612 shares; 2024Q4: 21,329 shares; 2025Q1: 21,155 shares; 2025Q2: 21,126 shares; 2025Q3: 20,632 shares; 2025Q4: 20,498 shares; 2026Q1: 20,459 shares 20,459 $7.02M 0.67% -39 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: 85,329 shares; 2024Q4: 86,796 shares; 2025Q1: 89,451 shares; 2025Q2: 107,584 shares; 2025Q3: 132,492 shares; 2025Q4: 136,234 shares; 2026Q1: 151,073 shares 151,073 $6.98M 0.66% +14,839 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,230 shares; 2024Q4: 185,250 shares; 2025Q1: 183,096 shares; 2025Q2: 184,565 shares; 2025Q3: 190,384 shares; 2025Q4: 274,190 shares; 2026Q1: 273,518 shares 273,518 $6.68M 0.63% -672 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,561 shares; 2024Q4: 117,178 shares; 2025Q1: 123,654 shares; 2025Q2: 127,860 shares; 2025Q3: 129,351 shares; 2025Q4: 131,351 shares; 2026Q1: 131,152 shares 131,152 $6.57M 0.62% -199 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,688 shares; 2024Q4: 122,811 shares; 2025Q1: 120,702 shares; 2025Q2: 120,351 shares; 2025Q3: 118,848 shares; 2025Q4: 116,508 shares; 2026Q1: 115,959 shares 115,959 $6.33M 0.6% -549 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: 62,502 shares; 2024Q4: 61,689 shares; 2025Q1: 58,850 shares; 2025Q2: 57,427 shares; 2025Q3: 55,637 shares; 2025Q4: 52,746 shares; 2026Q1: 50,640 shares 50,640 $6.29M 0.6% -2,106 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,712 shares; 2024Q4: 22,074 shares; 2025Q1: 21,938 shares; 2025Q2: 21,858 shares; 2025Q3: 21,587 shares; 2025Q4: 21,378 shares; 2026Q1: 21,191 shares 21,191 $6.2M 0.59% -187 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,066 shares; 2024Q4: 206,843 shares; 2025Q1: 203,006 shares; 2025Q2: 202,437 shares; 2025Q3: 198,535 shares; 2025Q4: 199,909 shares; 2026Q1: 223,873 shares 223,873 $6.15M 0.58% +23,964 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: 90,002 shares; 2024Q4: 88,244 shares; 2025Q1: 87,178 shares; 2025Q2: 87,232 shares; 2025Q3: 86,231 shares; 2025Q4: 85,944 shares; 2026Q1: 89,113 shares 89,113 $6.07M 0.58% +3,169 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: 19,859 shares; 2024Q4: 19,029 shares; 2025Q1: 18,965 shares; 2025Q2: 18,949 shares; 2025Q3: 19,329 shares; 2025Q4: 19,205 shares; 2026Q1: 20,026 shares 20,026 $6.06M 0.57% +821 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: 11,071 shares; 2024Q4: 11,140 shares; 2025Q1: 10,967 shares; 2025Q2: 11,038 shares; 2025Q3: 11,513 shares; 2025Q4: 11,608 shares; 2026Q1: 12,069 shares 12,069 $6.03M 0.57% +461 Timeline PNR PENTAIR PLC More: the full row for PENTAIR 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: 69,530 shares; 2026Q1: 66,359 shares 66,359 $5.78M 0.55% -3,171 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly 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: 254,153 shares 254,153 $5.68M 0.54% new 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: 18,320 shares; 2024Q4: 38,082 shares; 2025Q1: 18,736 shares; 2025Q2: 19,711 shares; 2025Q3: 21,352 shares; 2025Q4: 22,640 shares; 2026Q1: 34,672 shares 34,672 $5.56M 0.53% +12,032 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: 9,817 shares; 2024Q4: 9,824 shares; 2025Q1: 9,629 shares; 2025Q2: 9,583 shares; 2025Q3: 9,354 shares; 2025Q4: 9,317 shares; 2026Q1: 9,227 shares 9,227 $5.51M 0.52% -90 Timeline VXF 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: 17,567 shares; 2024Q4: 17,737 shares; 2025Q1: 18,960 shares; 2025Q2: 20,648 shares; 2025Q3: 21,177 shares; 2025Q4: 24,007 shares; 2026Q1: 25,980 shares 25,980 $5.35M 0.51% +1,973 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,394 shares; 2024Q4: 67,122 shares; 2025Q1: 71,486 shares; 2025Q2: 72,271 shares; 2025Q3: 77,727 shares; 2025Q4: 78,219 shares; 2026Q1: 259,210 shares 259,210 $5.34M 0.51% +180,991 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: 26,257 shares; 2024Q4: 25,490 shares; 2025Q1: 25,019 shares; 2025Q2: 25,876 shares; 2025Q3: 25,149 shares; 2025Q4: 23,489 shares; 2026Q1: 21,512 shares 21,512 $5.26M 0.5% -1,977 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,080 shares 69,080 $5.2M 0.49% new 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: 101,265 shares; 2024Q4: 100,932 shares; 2025Q1: 49,800 shares; 2025Q2: 49,770 shares; 2025Q3: 49,035 shares; 2025Q4: 22,416 shares; 2026Q1: 34,442 shares 34,442 $5.04M 0.48% +12,026 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: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 918 shares; 2025Q3: 3,436 shares; 2025Q4: 34,026 shares; 2026Q1: 51,024 shares 51,024 $4.91M 0.47% +16,998 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: 13,248 shares; 2024Q4: 13,647 shares; 2025Q1: 13,214 shares; 2025Q2: 13,730 shares; 2025Q3: 14,594 shares; 2025Q4: 14,048 shares; 2026Q1: 13,871 shares 13,871 $4.88M 0.46% -177 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: 24,047 shares; 2024Q4: 24,066 shares; 2025Q1: 22,652 shares; 2025Q2: 23,027 shares; 2025Q3: 22,941 shares; 2025Q4: 22,609 shares; 2026Q1: 22,364 shares 22,364 $4.86M 0.46% -245 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: 15,145 shares; 2024Q4: 14,969 shares; 2025Q1: 14,832 shares; 2025Q2: 14,945 shares; 2025Q3: 14,553 shares; 2025Q4: 14,555 shares; 2026Q1: 14,513 shares 14,513 $4.77M 0.45% -42 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,968 shares; 2024Q4: 125,693 shares; 2025Q1: 125,676 shares; 2025Q2: 125,658 shares; 2025Q3: 125,737 shares; 2025Q4: 128,481 shares; 2026Q1: 129,021 shares 129,021 $4.76M 0.45% +540 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: 3,011 shares; 2024Q4: 2,489 shares; 2025Q1: 2,883 shares; 2025Q2: 3,404 shares; 2025Q3: 3,853 shares; 2025Q4: 3,762 shares; 2026Q1: 3,577 shares 3,577 $4.72M 0.45% -185 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,011 shares; 2024Q4: 11,382 shares; 2025Q1: 14,735 shares; 2025Q2: 15,379 shares; 2025Q3: 19,784 shares; 2025Q4: 96,958 shares; 2026Q1: 97,041 shares 97,041 $4.56M 0.43% +83 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: 12,869 shares; 2024Q4: 12,720 shares; 2025Q1: 12,417 shares; 2025Q2: 12,320 shares; 2025Q3: 11,886 shares; 2025Q4: 11,408 shares; 2026Q1: 9,198 shares 9,198 $4.56M 0.43% -2,210 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: 90,015 shares; 2024Q4: 185,873 shares; 2025Q1: 189,006 shares; 2025Q2: 187,326 shares; 2025Q3: 184,036 shares; 2025Q4: 191,137 shares; 2026Q1: 190,398 shares 190,398 $4.42M 0.42% -739 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: 10,455 shares; 2024Q4: 10,381 shares; 2025Q1: 9,779 shares; 2025Q2: 9,840 shares; 2025Q3: 9,805 shares; 2025Q4: 9,772 shares; 2026Q1: 11,802 shares 11,802 $4.39M 0.42% +2,030 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,762 shares; 2024Q4: 32,891 shares; 2025Q1: 34,185 shares; 2025Q2: 36,592 shares; 2025Q3: 39,459 shares; 2025Q4: 37,799 shares; 2026Q1: 36,334 shares 36,334 $4.37M 0.41% -1,465 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,148 shares; 2024Q4: 24,693 shares; 2025Q1: 24,964 shares; 2025Q2: 26,071 shares; 2025Q3: 27,790 shares; 2025Q4: 25,925 shares; 2026Q1: 27,469 shares 27,469 $4.32M 0.41% +1,544 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: 13,600 shares; 2024Q4: 13,692 shares; 2025Q1: 13,461 shares; 2025Q2: 13,335 shares; 2025Q3: 13,513 shares; 2025Q4: 13,393 shares; 2026Q1: 13,446 shares 13,446 $4.18M 0.4% +53 Timeline IJT 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: 20,645 shares; 2024Q4: 22,861 shares; 2025Q1: 23,102 shares; 2025Q2: 23,249 shares; 2025Q3: 25,161 shares; 2025Q4: 25,742 shares; 2026Q1: 28,565 shares 28,565 $4.13M 0.39% +2,823 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: 17,167 shares; 2024Q4: 17,562 shares; 2025Q1: 17,553 shares; 2025Q2: 17,556 shares; 2025Q3: 17,815 shares; 2025Q4: 17,989 shares; 2026Q1: 18,109 shares 18,109 $4.07M 0.39% +120 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: 11,669 shares; 2024Q4: 11,541 shares; 2025Q1: 11,245 shares; 2025Q2: 11,155 shares; 2025Q3: 11,555 shares; 2025Q4: 12,018 shares; 2026Q1: 12,071 shares 12,071 $3.97M 0.38% +53 Timeline XMHQ 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: 26,402 shares; 2024Q4: 29,381 shares; 2025Q1: 30,068 shares; 2025Q2: 31,232 shares; 2025Q3: 32,829 shares; 2025Q4: 33,865 shares; 2026Q1: 38,128 shares 38,128 $3.94M 0.37% +4,263 Timeline VTC 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: 26,965 shares; 2024Q4: 27,527 shares; 2025Q1: 30,922 shares; 2025Q2: 31,297 shares; 2025Q3: 31,686 shares; 2025Q4: 32,326 shares; 2026Q1: 50,943 shares 50,943 $3.91M 0.37% +18,617 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: 22,738 shares; 2024Q4: 21,768 shares; 2025Q1: 20,568 shares; 2025Q2: 20,229 shares; 2025Q3: 20,128 shares; 2025Q4: 20,096 shares; 2026Q1: 18,744 shares 18,744 $3.88M 0.37% -1,352 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,398 shares; 2024Q4: 177,021 shares; 2025Q1: 174,981 shares; 2025Q2: 176,208 shares; 2025Q3: 180,554 shares; 2025Q4: 1,308 shares; 2026Q1: 101,709 shares 101,709 $3.85M 0.37% +100,401 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: 54,502 shares; 2026Q1: 54,611 shares 54,611 $3.78M 0.36% +109 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: 17,719 shares; 2024Q4: 16,776 shares; 2025Q1: 15,863 shares; 2025Q2: 15,570 shares; 2025Q3: 15,746 shares; 2025Q4: 16,031 shares; 2026Q1: 16,094 shares 16,094 $3.7M 0.35% +63 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,546 shares; 2024Q4: 36,198 shares; 2025Q1: 35,957 shares; 2025Q2: 35,925 shares; 2025Q3: 36,698 shares; 2025Q4: 36,613 shares; 2026Q1: 36,594 shares 36,594 $3.69M 0.35% -19 Timeline SHY 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: 32,169 shares; 2024Q4: 30,764 shares; 2025Q1: 30,881 shares; 2025Q2: 33,813 shares; 2025Q3: 39,602 shares; 2025Q4: 40,929 shares; 2026Q1: 44,471 shares 44,471 $3.67M 0.35% +3,542 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE 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: 81,608 shares 81,608 $3.65M 0.35% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,236 shares; 2024Q4: 47,025 shares; 2025Q1: 49,593 shares; 2025Q2: 50,075 shares; 2025Q3: 50,428 shares; 2025Q4: 50,234 shares; 2026Q1: 50,250 shares 50,250 $3.65M 0.35% +16 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,087 shares; 2024Q4: 16,064 shares; 2025Q1: 18,067 shares; 2025Q2: 17,597 shares; 2025Q3: 17,286 shares; 2025Q4: 17,115 shares; 2026Q1: 16,720 shares 16,720 $3.62M 0.34% -395 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,391 shares; 2024Q4: 15,183 shares; 2025Q1: 14,875 shares; 2025Q2: 13,735 shares; 2025Q3: 13,244 shares; 2025Q4: 13,208 shares; 2026Q1: 13,101 shares 13,101 $3.57M 0.34% -107 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,374 shares; 2025Q3: 33,428 shares; 2025Q4: 33,256 shares; 2026Q1: 33,488 shares 33,488 $3.52M 0.33% +232 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: 38,664 shares; 2024Q4: 35,354 shares; 2025Q1: 23,098 shares; 2025Q2: 17,783 shares; 2025Q3: 16,663 shares; 2025Q4: 32,636 shares; 2026Q1: 26,447 shares 26,447 $3.51M 0.33% -6,189 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: 26,563 shares; 2024Q4: 26,155 shares; 2025Q1: 25,281 shares; 2025Q2: 25,083 shares; 2025Q3: 25,274 shares; 2025Q4: 24,586 shares; 2026Q1: 24,079 shares 24,079 $3.48M 0.33% -507 Timeline XLV 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: 30,269 shares; 2024Q4: 27,642 shares; 2025Q1: 27,664 shares; 2025Q2: 27,109 shares; 2025Q3: 26,463 shares; 2025Q4: 24,235 shares; 2026Q1: 23,440 shares 23,440 $3.44M 0.33% -795 Timeline RSPT 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: 48,091 shares; 2025Q2: 58,878 shares; 2025Q3: 66,800 shares; 2025Q4: 69,726 shares; 2026Q1: 75,784 shares 75,784 $3.43M 0.33% +6,058 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: 2,590 shares; 2024Q4: 2,558 shares; 2025Q1: 2,583 shares; 2025Q2: 2,577 shares; 2025Q3: 14,473 shares; 2025Q4: 15,001 shares; 2026Q1: 15,151 shares 15,151 $3.42M 0.32% +150 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: 24,736 shares; 2024Q4: 98,845 shares; 2025Q1: 103,348 shares; 2025Q2: 104,211 shares; 2025Q3: 103,035 shares; 2025Q4: 107,891 shares; 2026Q1: 115,795 shares 115,795 $3.37M 0.32% +7,904 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: 53,962 shares; 2024Q4: 51,488 shares; 2025Q1: 56,419 shares; 2025Q2: 57,854 shares; 2025Q3: 59,826 shares; 2025Q4: 58,822 shares; 2026Q1: 54,967 shares 54,967 $3.36M 0.32% -3,855 Timeline SUSL 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: 28,412 shares; 2024Q4: 28,394 shares; 2025Q1: 28,406 shares; 2025Q2: 28,416 shares; 2025Q3: 28,404 shares; 2025Q4: 28,404 shares; 2026Q1: 28,404 shares 28,404 $3.23M 0.31% 0 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: 37,058 shares; 2024Q4: 125,159 shares; 2025Q1: 139,808 shares; 2025Q2: 149,416 shares; 2025Q3: 158,575 shares; 2025Q4: 108,280 shares; 2026Q1: 103,473 shares 103,473 $3.17M 0.3% -4,807 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: 2,645 shares; 2024Q4: 2,917 shares; 2025Q1: 2,959 shares; 2025Q2: 3,188 shares; 2025Q3: 3,456 shares; 2025Q4: 3,337 shares; 2026Q1: 3,365 shares 3,365 $3.1M 0.29% +28 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,472 shares; 2024Q4: 35,090 shares; 2025Q1: 35,145 shares; 2025Q2: 36,734 shares; 2025Q3: 38,287 shares; 2025Q4: 28,539 shares; 2026Q1: 31,406 shares 31,406 $3.07M 0.29% +2,867 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: 48,413 shares; 2024Q4: 47,108 shares; 2025Q1: 43,849 shares; 2025Q2: 67,620 shares; 2025Q3: 65,996 shares; 2025Q4: 65,657 shares; 2026Q1: 65,563 shares 65,563 $3.04M 0.29% -94 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: 4,517 shares; 2024Q4: 4,666 shares; 2025Q1: 4,745 shares; 2025Q2: 4,889 shares; 2025Q3: 4,967 shares; 2025Q4: 5,113 shares; 2026Q1: 5,023 shares 5,023 $3.04M 0.29% -90 Timeline XLF 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: 72,009 shares; 2024Q4: 66,720 shares; 2025Q1: 65,326 shares; 2025Q2: 62,493 shares; 2025Q3: 62,210 shares; 2025Q4: 62,068 shares; 2026Q1: 60,854 shares 60,854 $3M 0.28% -1,214 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: 37,210 shares; 2024Q4: 39,165 shares; 2025Q1: 39,621 shares; 2025Q2: 41,322 shares; 2025Q3: 41,538 shares; 2025Q4: 41,538 shares; 2026Q1: 41,538 shares 41,538 $2.98M 0.28% 0 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: 4,054 shares; 2024Q4: 3,902 shares; 2025Q1: 3,798 shares; 2025Q2: 362 shares; 2025Q3: 10,046 shares; 2025Q4: 10,557 shares; 2026Q1: 15,217 shares 15,217 $2.84M 0.27% +4,660 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: 4,477 shares; 2024Q4: 4,538 shares; 2025Q1: 4,821 shares; 2025Q2: 5,126 shares; 2025Q3: 5,846 shares; 2025Q4: 5,988 shares; 2026Q1: 6,214 shares 6,214 $2.76M 0.26% +226 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: 22,001 shares; 2024Q4: 20,059 shares; 2025Q1: 19,632 shares; 2025Q2: 18,018 shares; 2025Q3: 17,560 shares; 2025Q4: 17,536 shares; 2026Q1: 17,002 shares 17,002 $2.75M 0.26% -534 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,310 shares; 2024Q4: 25,310 shares; 2025Q1: 25,310 shares; 2025Q2: 25,310 shares; 2025Q3: 25,255 shares; 2025Q4: 25,255 shares; 2026Q1: 25,255 shares 25,255 $2.74M 0.26% 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 19,088 shares; 2025Q2: 21,321 shares; 2025Q3: 22,925 shares; 2025Q4: 27,227 shares; 2026Q1: 37,526 shares 37,526 $2.7M 0.26% +10,299 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: 6,237 shares; 2024Q4: 3,967 shares; 2025Q1: 4,153 shares; 2025Q2: 4,103 shares; 2025Q3: 4,053 shares; 2025Q4: 11,132 shares; 2026Q1: 12,448 shares 12,448 $2.68M 0.25% +1,316 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,472 shares; 2024Q4: 137,641 shares; 2025Q1: 136,937 shares; 2025Q2: 137,377 shares; 2025Q3: 149,299 shares; 2025Q4: 93,316 shares; 2026Q1: 90,854 shares 90,854 $2.39M 0.23% -2,462 Timeline NATR NATURES SUNSHINE PRODS INC More: the full row for NATURES SUNSHINE PRODS 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: 99,649 shares 99,649 $2.39M 0.23% new Timeline VIGI 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: 34,125 shares; 2024Q4: 32,498 shares; 2025Q1: 30,292 shares; 2025Q2: 28,243 shares; 2025Q3: 27,982 shares; 2025Q4: 26,903 shares; 2026Q1: 26,895 shares 26,895 $2.38M 0.23% -8 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: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 2,208 shares; 2025Q3: 2,144 shares; 2025Q4: 127 shares; 2026Q1: 2,700 shares 2,700 $2.36M 0.22% +2,573 Timeline XLC 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: 19,490 shares; 2024Q4: 15,257 shares; 2025Q1: 12,357 shares; 2025Q2: 17,164 shares; 2025Q3: 21,361 shares; 2025Q4: 21,963 shares; 2026Q1: 20,628 shares 20,628 $2.29M 0.22% -1,335 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: 885 shares; 2024Q4: 700 shares; 2025Q1: 702 shares; 2025Q2: 703 shares; 2025Q3: 6,371 shares; 2025Q4: 7,329 shares; 2026Q1: 9,235 shares 9,235 $2.24M 0.21% +1,906 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,631 shares; 2024Q4: 55,486 shares; 2025Q1: 54,048 shares; 2025Q2: 53,156 shares; 2025Q3: 54,553 shares; 2025Q4: 55,294 shares; 2026Q1: 28,469 shares 28,469 $2.23M 0.21% -26,825 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,502 shares; 2024Q4: 11,247 shares; 2025Q1: 11,368 shares; 2025Q2: 11,657 shares; 2025Q3: 11,981 shares; 2025Q4: 11,621 shares; 2026Q1: 11,516 shares 11,516 $2.13M 0.2% -105 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: 77,822 shares; 2024Q4: 65,493 shares; 2025Q1: 66,463 shares; 2025Q2: 66,275 shares; 2025Q3: 70,947 shares; 2025Q4: 80,061 shares; 2026Q1: 84,200 shares 84,200 $2.03M 0.19% +4,139 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: 10,492 shares; 2024Q4: 10,314 shares; 2025Q1: 10,369 shares; 2025Q2: 10,428 shares; 2025Q3: 8,517 shares; 2025Q4: 7,146 shares; 2026Q1: 7,027 shares 7,027 $2.02M 0.19% -119 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,800 shares; 2024Q4: 46,335 shares; 2025Q1: 43,750 shares; 2025Q2: 43,280 shares; 2025Q3: 38,025 shares; 2025Q4: 38,420 shares; 2026Q1: 39,496 shares 39,496 $2.01M 0.19% +1,076 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,007 shares; 2024Q4: 17,806 shares; 2025Q1: 17,694 shares; 2025Q2: 17,479 shares; 2025Q3: 17,405 shares; 2025Q4: 17,168 shares; 2026Q1: 17,126 shares 17,126 $1.98M 0.19% -42 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: 63,476 shares; 2024Q4: 56,111 shares; 2025Q1: 47,219 shares; 2025Q2: 43,517 shares; 2025Q3: 41,752 shares; 2025Q4: 37,199 shares; 2026Q1: 35,367 shares 35,367 $1.91M 0.18% -1,832 Timeline IAGG 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: 33,320 shares; 2024Q4: 33,365 shares; 2025Q1: 32,325 shares; 2025Q2: 30,835 shares; 2025Q3: 31,117 shares; 2025Q4: 32,717 shares; 2026Q1: 37,835 shares 37,835 $1.89M 0.18% +5,118 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: 10,517 shares; 2024Q4: 11,549 shares; 2025Q1: 11,589 shares; 2025Q2: 12,154 shares; 2025Q3: 12,606 shares; 2025Q4: 14,199 shares; 2026Q1: 14,317 shares 14,317 $1.87M 0.18% +118 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,322 shares; 2024Q4: 27,322 shares; 2025Q1: 27,322 shares; 2025Q2: 32,099 shares; 2025Q3: 32,099 shares; 2025Q4: 32,099 shares; 2026Q1: 32,099 shares 32,099 $1.85M 0.18% 0 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,544 shares; 2024Q4: 88,800 shares; 2025Q1: 89,260 shares; 2025Q2: 89,401 shares; 2025Q3: 89,197 shares; 2025Q4: 88,390 shares; 2026Q1: 88,257 shares 88,257 $1.84M 0.17% -133 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,617 shares; 2024Q4: 102,992 shares; 2025Q1: 115,507 shares; 2025Q2: 117,450 shares; 2025Q3: 123,964 shares; 2025Q4: 49,290 shares; 2026Q1: 49,179 shares 49,179 $1.81M 0.17% -111 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,290 shares; 2024Q4: 29,521 shares; 2025Q1: 23,484 shares; 2025Q2: 23,481 shares; 2025Q3: 23,451 shares; 2025Q4: 23,426 shares; 2026Q1: 23,373 shares 23,373 $1.76M 0.17% -53 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,490 shares; 2025Q1: 4,383 shares; 2025Q2: 4,382 shares; 2025Q3: 5,133 shares; 2025Q4: 4,355 shares; 2026Q1: 4,870 shares 4,870 $1.72M 0.16% +515 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,904 shares; 2024Q4: 12,314 shares; 2025Q1: 14,036 shares; 2025Q2: 14,353 shares; 2025Q3: 15,576 shares; 2025Q4: 15,542 shares; 2026Q1: 16,483 shares 16,483 $1.69M 0.16% +941 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: 12,863 shares; 2024Q4: 12,068 shares; 2025Q1: 12,276 shares; 2025Q2: 12,716 shares; 2025Q3: 12,267 shares; 2025Q4: 11,529 shares; 2026Q1: 10,748 shares 10,748 $1.67M 0.16% -781 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,042 shares; 2025Q4: 38,621 shares; 2026Q1: 52,542 shares 52,542 $1.66M 0.16% +13,921 Timeline XLY 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: 14,122 shares; 2024Q4: 11,362 shares; 2025Q1: 9,927 shares; 2025Q2: 8,546 shares; 2025Q3: 8,096 shares; 2025Q4: 15,640 shares; 2026Q1: 14,861 shares 14,861 $1.62M 0.15% -779 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,794 shares; 2024Q4: 8,171 shares; 2025Q1: 12,045 shares; 2025Q2: 13,524 shares; 2025Q3: 17,209 shares; 2025Q4: 19,613 shares; 2026Q1: 21,730 shares 21,730 $1.61M 0.15% +2,117 Timeline SCHM 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: 17,507 shares; 2024Q4: 52,509 shares; 2025Q1: 52,201 shares; 2025Q2: 53,968 shares; 2025Q3: 54,201 shares; 2025Q4: 51,813 shares; 2026Q1: 51,271 shares 51,271 $1.59M 0.15% -542 Timeline SPSB 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: 3,875 shares; 2024Q4: 3,613 shares; 2025Q1: 4,549 shares; 2025Q2: 15,329 shares; 2025Q3: 33,499 shares; 2025Q4: 49,809 shares; 2026Q1: 52,392 shares 52,392 $1.58M 0.15% +2,583 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 22 shares; 2025Q2: 28 shares; 2025Q3: 1,120 shares; 2025Q4: 1,520 shares; 2026Q1: 1,555 shares 1,555 $1.52M 0.14% +35 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: 5,507 shares; 2024Q4: 15,735 shares; 2025Q1: 15,551 shares; 2025Q2: 15,172 shares; 2025Q3: 13,953 shares; 2025Q4: 12,945 shares; 2026Q1: 12,365 shares 12,365 $1.47M 0.14% -580 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: 273,172 shares; 2024Q4: 182,195 shares; 2025Q1: 184,709 shares; 2025Q2: 185,704 shares; 2025Q3: 189,880 shares; 2025Q4: 51,680 shares; 2026Q1: 51,280 shares 51,280 $1.44M 0.14% -400 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: 11,863 shares; 2024Q4: 11,640 shares; 2025Q1: 11,585 shares; 2025Q2: 11,764 shares; 2025Q3: 10,982 shares; 2025Q4: 10,997 shares; 2026Q1: 10,971 shares 10,971 $1.44M 0.14% -26 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,258 shares 14,258 $1.34M 0.13% new 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: 19,356 shares; 2024Q4: 19,306 shares; 2025Q1: 19,306 shares; 2025Q2: 19,354 shares; 2025Q3: 17,067 shares; 2025Q4: 17,057 shares; 2026Q1: 17,147 shares 17,147 $1.33M 0.13% +90 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: 15,350 shares; 2024Q4: 46,357 shares; 2025Q1: 46,332 shares; 2025Q2: 48,441 shares; 2025Q3: 48,655 shares; 2025Q4: 49,029 shares; 2026Q1: 49,997 shares 49,997 $1.28M 0.12% +968 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,560 shares 48,560 $1.27M 0.12% new Timeline EUSB 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: 19,837 shares; 2024Q4: 19,866 shares; 2025Q1: 20,365 shares; 2025Q2: 25,365 shares; 2025Q3: 25,233 shares; 2025Q4: 27,058 shares; 2026Q1: 28,312 shares 28,312 $1.23M 0.12% +1,254 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: 1,673 shares; 2024Q4: 1,608 shares; 2025Q1: 1,607 shares; 2025Q2: 2,364 shares; 2025Q3: 2,340 shares; 2025Q4: 2,340 shares; 2026Q1: 2,124 shares 2,124 $1.23M 0.12% -216 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,173 shares 13,173 $1.21M 0.12% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,958 shares; 2025Q3: 5,838 shares; 2025Q4: 23,732 shares; 2026Q1: 26,501 shares 26,501 $1.21M 0.11% +2,769 Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,705 shares; 2024Q4: 64,447 shares; 2025Q1: 64,307 shares; 2025Q2: 64,420 shares; 2025Q3: 65,762 shares; 2025Q4: 29,284 shares; 2026Q1: 29,772 shares 29,772 $1.19M 0.11% +488 Timeline ITA 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: 5,549 shares; 2025Q4: 5,328 shares; 2026Q1: 5,328 shares 5,328 $1.17M 0.11% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,064 shares; 2024Q4: 10,486 shares; 2025Q1: 13,200 shares; 2025Q2: 14,275 shares; 2025Q3: 14,818 shares; 2025Q4: 16,050 shares; 2026Q1: 14,192 shares 14,192 $1.13M 0.11% -1,858 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS 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: 5,939 shares 5,939 $1.12M 0.11% new Timeline EMA EMERA INC More: the full row for EMERA 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: 21,132 shares; 2025Q3: 21,301 shares; 2025Q4: 21,301 shares; 2026Q1: 21,632 shares 21,632 $1.12M 0.11% +331 Timeline XLP 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: 25,189 shares; 2024Q4: 21,191 shares; 2025Q1: 20,106 shares; 2025Q2: 17,740 shares; 2025Q3: 15,786 shares; 2025Q4: 15,235 shares; 2026Q1: 13,631 shares 13,631 $1.12M 0.11% -1,604 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: 128 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 8,015 shares; 2025Q4: 5,383 shares; 2026Q1: 5,383 shares 5,383 $1.1M 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,471 shares; 2025Q3: 1,471 shares; 2025Q4: 1,415 shares; 2026Q1: 1,259 shares 1,259 $1.09M 0.1% -156 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: 22,333 shares; 2024Q4: 51,165 shares; 2025Q1: 47,601 shares; 2025Q2: 44,515 shares; 2025Q3: 44,375 shares; 2025Q4: 42,798 shares; 2026Q1: 42,620 shares 42,620 $1.05M 0.1% -178 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,175 shares 2,175 $1.05M 0.1% new 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: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 1,022 shares; 2025Q3: 8 shares; 2025Q4: 40 shares; 2026Q1: 9,863 shares 9,863 $1.03M 0.1% +9,823 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: 18,521 shares; 2024Q4: 18,517 shares; 2025Q1: 18,378 shares; 2025Q2: 18,906 shares; 2025Q3: 8,797 shares; 2025Q4: 7,224 shares; 2026Q1: 5,117 shares 5,117 $1.01M 0.1% -2,107 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: 11,500 shares; 2024Q4: 33,637 shares; 2025Q1: 33,556 shares; 2025Q2: 33,062 shares; 2025Q3: 32,944 shares; 2025Q4: 32,660 shares; 2026Q1: 32,710 shares 32,710 $998K 0.09% +50 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,900 shares; 2024Q4: 12,503 shares; 2025Q1: 12,592 shares; 2025Q2: 11,406 shares; 2025Q3: 10,988 shares; 2025Q4: 21,164 shares; 2026Q1: 20,048 shares 20,048 $920K 0.09% -1,116 Timeline DFIV 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: 52 shares; 2024Q4: 850 shares; 2025Q1: 2,107 shares; 2025Q2: 3,065 shares; 2025Q3: 5,667 shares; 2025Q4: 11,759 shares; 2026Q1: 17,233 shares 17,233 $910K 0.09% +5,474 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 1,952 shares; 2025Q1: 1,882 shares; 2025Q2: 1,717 shares; 2025Q3: 3,117 shares; 2025Q4: 3,952 shares; 2026Q1: 4,712 shares 4,712 $904K 0.09% +760 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,932 shares; 2024Q4: 12,173 shares; 2025Q1: 9,473 shares; 2025Q2: 8,952 shares; 2025Q3: 8,782 shares; 2025Q4: 16,594 shares; 2026Q1: 14,625 shares 14,625 $896K 0.08% -1,969 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,105 shares; 2024Q4: 25,865 shares; 2025Q1: 25,882 shares; 2025Q2: 25,718 shares; 2025Q3: 25,770 shares; 2025Q4: 25,831 shares; 2026Q1: 25,786 shares 25,786 $865K 0.08% -45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,069 shares; 2025Q4: 6,779 shares; 2026Q1: 10,572 shares 10,572 $815K 0.08% +3,793 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,095 shares; 2024Q4: 3,882 shares; 2025Q1: 3,857 shares; 2025Q2: 3,820 shares; 2025Q3: 3,720 shares; 2025Q4: 3,720 shares; 2026Q1: 3,720 shares 3,720 $815K 0.08% 0 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: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 3,593 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares; 2026Q1: 1,692 shares 1,692 $780K 0.07% +8 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,226 shares; 2025Q1: 18,773 shares; 2025Q2: 21,602 shares; 2025Q3: 26,029 shares; 2025Q4: 17,454 shares; 2026Q1: 19,530 shares 19,530 $737K 0.07% +2,076 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: 6,103 shares; 2024Q4: 4,803 shares; 2025Q1: 4,763 shares; 2025Q2: 4,688 shares; 2025Q3: 4,832 shares; 2025Q4: 4,924 shares; 2026Q1: 4,854 shares 4,854 $719K 0.07% -70 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,640 shares; 2024Q4: 18,264 shares; 2025Q1: 18,098 shares; 2025Q2: 18,081 shares; 2025Q3: 18,091 shares; 2025Q4: 18,028 shares; 2026Q1: 18,028 shares 18,028 $689K 0.07% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,731 shares; 2024Q4: 8,194 shares; 2025Q1: 8,533 shares; 2025Q2: 8,931 shares; 2025Q3: 9,224 shares; 2025Q4: 9,224 shares; 2026Q1: 11,025 shares 11,025 $688K 0.07% +1,801 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: 2,817 shares; 2024Q4: 2,817 shares; 2025Q1: 2,772 shares; 2025Q2: 2,772 shares; 2025Q3: 2,765 shares; 2025Q4: 2,765 shares; 2026Q1: 2,765 shares 2,765 $671K 0.06% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,575 shares 7,575 $596K 0.06% new 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: 6,255 shares; 2024Q4: 6,255 shares; 2025Q1: 6,210 shares; 2025Q2: 6,210 shares; 2025Q3: 6,210 shares; 2025Q4: 7,410 shares; 2026Q1: 7,390 shares 7,390 $592K 0.06% -20 Timeline XLB 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: 13,458 shares; 2024Q4: 12,682 shares; 2025Q1: 12,440 shares; 2025Q2: 9,895 shares; 2025Q3: 7,205 shares; 2025Q4: 13,142 shares; 2026Q1: 11,630 shares 11,630 $581K 0.06% -1,512 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,334 shares; 2024Q4: 6,082 shares; 2025Q1: 6,163 shares; 2025Q2: 6,042 shares; 2025Q3: 14,826 shares; 2025Q4: 6,079 shares; 2026Q1: 5,741 shares 5,741 $570K 0.05% -338 Timeline SPNT SIRIUSPOINT LTD More: the full row for SIRIUSPOINT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,914 shares; 2024Q4: 30,741 shares; 2025Q1: 30,436 shares; 2025Q2: 25,846 shares; 2025Q3: 25,299 shares; 2025Q4: 25,324 shares; 2026Q1: 25,224 shares 25,224 $543K 0.05% -100 Timeline VNQ 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: 7,441 shares; 2024Q4: 7,065 shares; 2025Q1: 7,062 shares; 2025Q2: 6,677 shares; 2025Q3: 14,783 shares; 2025Q4: 6,169 shares; 2026Q1: 5,935 shares 5,935 $526K 0.05% -234 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: 10,802 shares; 2024Q4: 10,478 shares; 2025Q1: 8,269 shares; 2025Q2: 7,436 shares; 2025Q3: 7,186 shares; 2025Q4: 7,189 shares; 2026Q1: 7,192 shares 7,192 $526K 0.05% +3 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: 8,716 shares; 2024Q4: 8,716 shares; 2025Q1: 8,766 shares; 2025Q2: 8,752 shares; 2025Q3: 10,048 shares; 2025Q4: 10,280 shares; 2026Q1: 10,642 shares 10,642 $510K 0.05% +362 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: 3,145 shares; 2024Q4: 1,865 shares; 2025Q1: 1,865 shares; 2025Q2: 6,645 shares; 2025Q3: 8,151 shares; 2025Q4: 9,277 shares; 2026Q1: 9,999 shares 9,999 $499K 0.05% +722 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,460 shares; 2024Q4: 6,705 shares; 2025Q1: 8,300 shares; 2025Q2: 8,370 shares; 2025Q3: 8,340 shares; 2025Q4: 8,365 shares; 2026Q1: 7,750 shares 7,750 $479K 0.05% -615 Timeline ALMU AELUMA INC More: the full row for AELUMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,102 shares; 2025Q2: 35,102 shares; 2025Q3: 35,602 shares; 2025Q4: 35,602 shares; 2026Q1: 35,602 shares 35,602 $466K 0.04% 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: 10,333 shares; 2025Q1: 9,876 shares; 2025Q2: 3,822 shares; 2025Q3: 10,987 shares; 2025Q4: 3,822 shares; 2026Q1: 3,793 shares 3,793 $466K 0.04% -29 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: 2,946 shares; 2024Q4: 2,946 shares; 2025Q1: 2,899 shares; 2025Q2: 2,979 shares; 2025Q3: 2,979 shares; 2025Q4: 2,979 shares; 2026Q1: 3,688 shares 3,688 $458K 0.04% +709 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: 7,684 shares; 2024Q4: 7,386 shares; 2025Q1: 7,321 shares; 2025Q2: 7,306 shares; 2025Q3: 6,881 shares; 2025Q4: 6,963 shares; 2026Q1: 7,138 shares 7,138 $448K 0.04% +175 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 5,197 shares; 2025Q1: 5,120 shares; 2025Q2: 5,113 shares; 2025Q3: 4,888 shares; 2025Q4: 4,888 shares; 2026Q1: 4,888 shares 4,888 $443K 0.04% 0 Timeline IJS 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: 4,670 shares; 2024Q4: 4,585 shares; 2025Q1: 4,585 shares; 2025Q2: 4,075 shares; 2025Q3: 4,075 shares; 2025Q4: 3,725 shares; 2026Q1: 3,725 shares 3,725 $441K 0.04% 0 Timeline DFAS 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: 1,662 shares; 2024Q4: 1,662 shares; 2025Q1: 1,796 shares; 2025Q2: 1,796 shares; 2025Q3: 5,496 shares; 2025Q4: 5,946 shares; 2026Q1: 5,971 shares 5,971 $425K 0.04% +25 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,127 shares; 2025Q1: 1,087 shares; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares; 2025Q4: 949 shares; 2026Q1: 949 shares 949 $405K 0.04% 0 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: 529 shares; 2024Q4: 524 shares; 2025Q1: 1,098 shares; 2025Q2: 1,148 shares; 2025Q3: 1,482 shares; 2025Q4: 1,308 shares; 2026Q1: 1,393 shares 1,393 $400K 0.04% +85 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 71 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 71 shares; 2025Q4: 72 shares; 2026Q1: 70 shares 70 $396K 0.04% -2 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,446 shares; 2025Q1: 2,374 shares; 2025Q2: 2,233 shares; 2025Q3: 2,114 shares; 2025Q4: 658 shares; 2026Q1: 653 shares 653 $373K 0.04% -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: 1,138 shares; 2024Q4: 1,133 shares; 2025Q1: 1,133 shares; 2025Q2: 1,133 shares; 2025Q3: 1,133 shares; 2025Q4: 1,133 shares; 2026Q1: 1,151 shares 1,151 $372K 0.04% +18 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: 2,272 shares; 2024Q4: 2,464 shares; 2025Q1: 2,314 shares; 2025Q2: 2,313 shares; 2025Q3: 2,173 shares; 2025Q4: 1,964 shares; 2026Q1: 1,490 shares 1,490 $368K 0.03% -474 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: 7,316 shares; 2024Q4: 7,176 shares; 2025Q1: 1,984 shares; 2025Q2: 2,031 shares; 2025Q3: 2,139 shares; 2025Q4: 1,430 shares; 2026Q1: 1,351 shares 1,351 $366K 0.03% -79 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,469 shares; 2024Q4: 6,109 shares; 2025Q1: 6,670 shares; 2025Q2: 6,820 shares; 2025Q3: 6,500 shares; 2025Q4: 6,525 shares; 2026Q1: 5,256 shares 5,256 $364K 0.03% -1,269 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: 12,865 shares; 2024Q4: 12,459 shares; 2025Q1: 12,497 shares; 2025Q2: 12,258 shares; 2025Q3: 12,033 shares; 2025Q4: 11,074 shares; 2026Q1: 10,965 shares 10,965 $361K 0.03% -109 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: 6,005 shares; 2024Q4: 5,266 shares; 2025Q1: 4,955 shares; 2025Q2: 5,443 shares; 2025Q3: 5,537 shares; 2025Q4: 5,620 shares; 2026Q1: 5,618 shares 5,618 $360K 0.03% -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: 9,776 shares; 2024Q4: 83,366 shares; 2025Q1: 9,750 shares; 2025Q2: 9,812 shares; 2025Q3: 11,688 shares; 2025Q4: 12,293 shares; 2026Q1: 12,438 shares 12,438 $357K 0.03% +145 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,303 shares; 2025Q2: 40,387 shares; 2025Q3: 44,799 shares; 2025Q4: 9,692 shares; 2026Q1: 9,692 shares 9,692 $334K 0.03% 0 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: 3,725 shares; 2024Q4: 3,521 shares; 2025Q1: 3,081 shares; 2025Q2: 3,163 shares; 2025Q3: 2,947 shares; 2025Q4: 2,843 shares; 2026Q1: 2,636 shares 2,636 $334K 0.03% -207 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,658 shares 4,658 $330K 0.03% new Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,110 shares; 2025Q2: 12,608 shares; 2025Q3: 25,862 shares; 2025Q4: 28,352 shares; 2026Q1: 28,622 shares 28,622 $328K 0.03% +270 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 4,586 shares; 2025Q1: 6,156 shares; 2025Q2: 6,231 shares; 2025Q3: 6,026 shares; 2025Q4: 6,056 shares; 2026Q1: 6,056 shares 6,056 $328K 0.03% 0 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,897 shares; 2024Q4: 24,380 shares; 2025Q1: 25,226 shares; 2025Q2: 25,356 shares; 2025Q3: 24,366 shares; 2025Q4: 24,516 shares; 2026Q1: 24,666 shares 24,666 $325K 0.03% +150 Timeline SUB 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: 1,230 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 1,228 shares; 2025Q3: 1,944 shares; 2025Q4: 2,646 shares; 2026Q1: 2,994 shares 2,994 $319K 0.03% +348 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,065 shares; 2024Q4: 18,565 shares; 2025Q1: 17,965 shares; 2025Q2: 18,040 shares; 2025Q3: 17,860 shares; 2025Q4: 18,165 shares; 2026Q1: 18,325 shares 18,325 $312K 0.03% +160 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,663 shares; 2024Q4: 13,982 shares; 2025Q1: 14,474 shares; 2025Q2: 14,539 shares; 2025Q3: 15,582 shares; 2025Q4: 10,221 shares; 2026Q1: 10,321 shares 10,321 $303K 0.03% +100 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: 3,465 shares; 2024Q4: 3,091 shares; 2025Q1: 2,336 shares; 2025Q2: 2,296 shares; 2025Q3: 2,198 shares; 2025Q4: 2,094 shares; 2026Q1: 1,862 shares 1,862 $301K 0.03% -232 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares 485 $299K 0.03% 0 Timeline IEI 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: 3,724 shares; 2024Q4: 3,724 shares; 2025Q1: 2,724 shares; 2025Q2: 2,724 shares; 2025Q3: 2,714 shares; 2025Q4: 2,938 shares; 2026Q1: 2,466 shares 2,466 $292K 0.03% -472 Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,830 shares; 2024Q4: 48,530 shares; 2025Q1: 49,610 shares; 2025Q2: 49,610 shares; 2025Q3: 47,310 shares; 2025Q4: 47,310 shares; 2026Q1: 47,310 shares 47,310 $290K 0.03% 0 Timeline LEGH LEGACY HOUSING CORP More: the full row for LEGACY HOUSING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89,032 shares; 2025Q2: 89,957 shares; 2025Q3: 92,455 shares; 2025Q4: 14,015 shares; 2026Q1: 14,015 shares 14,015 $286K 0.03% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,000 shares; 2024Q4: 112,900 shares; 2025Q1: 115,130 shares; 2025Q2: 115,130 shares; 2025Q3: 109,130 shares; 2025Q4: 109,130 shares; 2026Q1: 96,750 shares 96,750 $283K 0.03% -12,380 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: 2,520 shares; 2024Q4: 2,520 shares; 2025Q1: 2,520 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 2,520 shares; 2026Q1: 2,520 shares 2,520 $276K 0.03% 0 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: 546 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 594 shares; 2026Q1: 594 shares 594 $275K 0.03% 0 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,653 shares; 2024Q4: 110,792 shares; 2025Q1: 112,532 shares; 2025Q2: 11,415 shares; 2025Q3: 11,018 shares; 2025Q4: 10,885 shares; 2026Q1: 5,664 shares 5,664 $273K 0.03% -5,221 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,356 shares; 2024Q4: 5,764 shares; 2025Q1: 5,394 shares; 2025Q2: 5,694 shares; 2025Q3: 5,524 shares; 2025Q4: 5,550 shares; 2026Q1: 6,525 shares 6,525 $269K 0.03% +975 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 4,256 shares; 2025Q1: 4,156 shares; 2025Q2: 4,756 shares; 2025Q3: 5,036 shares; 2025Q4: 5,898 shares; 2026Q1: 10,328 shares 10,328 $268K 0.03% +4,430 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: 4,464 shares; 2024Q4: 3,837 shares; 2025Q1: 3,741 shares; 2025Q2: 3,546 shares; 2025Q3: 3,545 shares; 2025Q4: 3,552 shares; 2026Q1: 3,491 shares 3,491 $266K 0.03% -61 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: 1,739 shares; 2024Q4: 1,699 shares; 2025Q1: 1,659 shares; 2025Q2: 1,659 shares; 2025Q3: 1,520 shares; 2025Q4: 1,495 shares; 2026Q1: 910 shares 910 $265K 0.03% -585 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,365 shares; 2025Q3: 3,365 shares; 2025Q4: 3,365 shares; 2026Q1: 3,365 shares 3,365 $265K 0.03% 0 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,363 shares; 2024Q4: 24,554 shares; 2025Q1: 25,652 shares; 2025Q2: 26,973 shares; 2025Q3: 15,973 shares; 2025Q4: 14,106 shares; 2026Q1: 11,026 shares 11,026 $264K 0.03% -3,080 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: 20,464 shares; 2024Q4: 47,676 shares; 2025Q1: 48,215 shares; 2025Q2: 48,111 shares; 2025Q3: 71,927 shares; 2025Q4: 2,684 shares; 2026Q1: 2,719 shares 2,719 $262K 0.02% +35 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,120 shares; 2024Q4: 8,125 shares; 2025Q1: 8,264 shares; 2025Q2: 9,715 shares; 2025Q3: 9,275 shares; 2025Q4: 9,275 shares; 2026Q1: 5,443 shares 5,443 $259K 0.02% -3,832 Timeline GOVT 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: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 881 shares; 2025Q3: 2,231 shares; 2025Q4: 3,846 shares; 2026Q1: 11,311 shares 11,311 $259K 0.02% +7,465 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,762 shares; 2024Q4: 6,312 shares; 2025Q1: 7,130 shares; 2025Q2: 7,345 shares; 2025Q3: 4,915 shares; 2025Q4: 4,915 shares; 2026Q1: 5,266 shares 5,266 $255K 0.02% +351 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 3,283 shares; 2025Q1: 3,093 shares; 2025Q2: 3,199 shares; 2025Q3: 3,363 shares; 2025Q4: 3,388 shares; 2026Q1: 3,758 shares 3,758 $252K 0.02% +370 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,450 shares; 2024Q4: 11,010 shares; 2025Q1: 17,211 shares; 2025Q2: 17,371 shares; 2025Q3: 16,521 shares; 2025Q4: 16,621 shares; 2026Q1: 16,361 shares 16,361 $252K 0.02% -260 Timeline BBUC BROOKFIELD BUSINESS CORP More: the full row for BROOKFIELD BUSINESS 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: 7,952 shares 7,952 $252K 0.02% new 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: 935 shares; 2024Q4: 930 shares; 2025Q1: 926 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 841 shares; 2026Q1: 1,270 shares 1,270 $249K 0.02% +429 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,825 shares; 2026Q1: 22,427 shares 22,427 $248K 0.02% +10,602 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,800 shares; 2025Q3: 2,680 shares; 2025Q4: 2,888 shares; 2026Q1: 3,647 shares 3,647 $245K 0.02% +759 Timeline OI O-I GLASS INC More: the full row for O-I GLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,485 shares; 2024Q4: 23,325 shares; 2025Q1: 23,370 shares; 2025Q2: 23,010 shares; 2025Q3: 22,370 shares; 2025Q4: 22,370 shares; 2026Q1: 23,305 shares 23,305 $245K 0.02% +935 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,340 shares; 2025Q1: 25,080 shares; 2025Q2: 25,270 shares; 2025Q3: 23,820 shares; 2025Q4: 24,200 shares; 2026Q1: 24,760 shares 24,760 $242K 0.02% +560 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,255 shares; 2024Q4: 12,555 shares; 2025Q1: 12,780 shares; 2025Q2: 13,475 shares; 2025Q3: 17,726 shares; 2025Q4: 19,540 shares; 2026Q1: 21,386 shares 21,386 $242K 0.02% +1,846 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,980 shares; 2026Q1: 4,569 shares 4,569 $241K 0.02% +1,589 Timeline CMBT CMB.TECH NV More: the full row for CMB.TECH NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares 19,000 $240K 0.02% 0 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,880 shares; 2025Q4: 1,880 shares; 2026Q1: 1,880 shares 1,880 $237K 0.02% 0 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: 3,620 shares; 2024Q4: 3,620 shares; 2025Q1: 3,747 shares; 2025Q2: 3,337 shares; 2025Q3: 3,492 shares; 2025Q4: 3,492 shares; 2026Q1: 3,492 shares 3,492 $236K 0.02% 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: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 1,357 shares 1,357 $235K 0.02% +1,318 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,735 shares; 2024Q4: 7,383 shares; 2025Q1: 9,480 shares; 2025Q2: 9,545 shares; 2025Q3: 8,955 shares; 2025Q4: 9,847 shares; 2026Q1: 10,170 shares 10,170 $235K 0.02% +323 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,298 shares; 2025Q2: 10,487 shares; 2025Q3: 11,097 shares; 2025Q4: 2,084 shares; 2026Q1: 2,109 shares 2,109 $233K 0.02% +25 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,440 shares; 2024Q4: 14,850 shares; 2025Q1: 21,420 shares; 2025Q2: 21,680 shares; 2025Q3: 21,510 shares; 2025Q4: 21,880 shares; 2026Q1: 22,080 shares 22,080 $233K 0.02% +200 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,715 shares; 2024Q4: 11,815 shares; 2025Q1: 11,815 shares; 2025Q2: 11,815 shares; 2025Q3: 14,315 shares; 2025Q4: 15,605 shares; 2026Q1: 15,720 shares 15,720 $227K 0.02% +115 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 22,198 shares; 2025Q4: 21,803 shares; 2026Q1: 24,747 shares 24,747 $223K 0.02% +2,944 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 365 shares; 2025Q2: 665 shares; 2025Q3: 817 shares; 2025Q4: 938 shares; 2026Q1: 2,717 shares 2,717 $223K 0.02% +1,779 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,530 shares; 2025Q4: 5,987 shares; 2026Q1: 6,037 shares 6,037 $220K 0.02% +50 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: 157,778 shares; 2024Q4: 147,389 shares; 2025Q1: 141,120 shares; 2025Q2: 156,906 shares; 2025Q3: 134,784 shares; 2025Q4: 21,534 shares; 2026Q1: 8,001 shares 8,001 $220K 0.02% -13,533 Timeline CXM SPRINKLR INC More: the full row for SPRINKLR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,770 shares; 2025Q4: 16,287 shares; 2026Q1: 36,500 shares 36,500 $219K 0.02% +20,213 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,015 shares; 2024Q4: 4,973 shares; 2025Q1: 4,838 shares; 2025Q2: 4,838 shares; 2025Q3: 3,603 shares; 2025Q4: 5,403 shares; 2026Q1: 5,403 shares 5,403 $219K 0.02% 0 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: 1,492 shares; 2024Q4: 1,492 shares; 2025Q1: 1,492 shares; 2025Q2: 1,492 shares; 2025Q3: 1,448 shares; 2025Q4: 1,392 shares; 2026Q1: 1,307 shares 1,307 $216K 0.02% -85 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,144 shares; 2025Q1: 2,021 shares; 2025Q2: 2,021 shares; 2025Q3: 1,725 shares; 2025Q4: 1,613 shares; 2026Q1: 1,654 shares 1,654 $208K 0.02% +41 Timeline GLRE GREENLIGHT CAP RE LTD More: the full row for GREENLIGHT CAP RE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,535 shares; 2024Q4: 7,405 shares; 2025Q1: 8,260 shares; 2025Q2: 8,350 shares; 2025Q3: 9,060 shares; 2025Q4: 11,940 shares; 2026Q1: 11,940 shares 11,940 $206K 0.02% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 1,814 shares; 2025Q1: 1,814 shares; 2025Q2: 1,814 shares; 2025Q3: 1,814 shares; 2025Q4: 1,814 shares; 2026Q1: 1,814 shares 1,814 $205K 0.02% 0 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,605 shares; 2024Q4: 27,605 shares; 2025Q1: 27,605 shares; 2025Q2: 27,605 shares; 2025Q3: 27,300 shares; 2025Q4: 18,789 shares; 2026Q1: 18,789 shares 18,789 $204K 0.02% 0 Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,650 shares; 2024Q4: 22,880 shares; 2025Q1: 22,970 shares; 2025Q2: 22,338 shares; 2025Q3: 24,330 shares; 2025Q4: 24,380 shares; 2026Q1: 24,685 shares 24,685 $204K 0.02% +305 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: 2,958 shares; 2024Q4: 2,817 shares; 2025Q1: 2,752 shares; 2025Q2: 2,753 shares; 2025Q3: 2,619 shares; 2025Q4: 2,620 shares; 2026Q1: 2,878 shares 2,878 $204K 0.02% +258 Timeline CNNE CANNAE HLDGS INC More: the full row for CANNAE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,730 shares; 2025Q1: 12,715 shares; 2025Q2: 12,825 shares; 2025Q3: 12,450 shares; 2025Q4: 12,744 shares; 2026Q1: 17,735 shares 17,735 $202K 0.02% +4,991 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 814 shares; 2025Q3: 1,873 shares; 2025Q4: 1,873 shares; 2026Q1: 1,873 shares 1,873 $199K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,440 shares; 2026Q1: 2,668 shares 2,668 $199K 0.02% +228 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,345 shares; 2025Q1: 2,140 shares; 2025Q2: 2,140 shares; 2025Q3: 1,977 shares; 2025Q4: 1,977 shares; 2026Q1: 1,977 shares 1,977 $198K 0.02% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,920 shares; 2024Q4: 16,980 shares; 2025Q1: 16,300 shares; 2025Q2: 23,610 shares; 2025Q3: 22,880 shares; 2025Q4: 32,388 shares; 2026Q1: 32,968 shares 32,968 $197K 0.02% +580 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,915 shares; 2024Q4: 10,170 shares; 2025Q1: 10,960 shares; 2025Q2: 10,960 shares; 2025Q3: 8,790 shares; 2025Q4: 8,270 shares; 2026Q1: 6,538 shares 6,538 $197K 0.02% -1,732 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,771 shares 3,771 $197K 0.02% new Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,814 shares; 2024Q4: 2,872 shares; 2025Q1: 2,792 shares; 2025Q2: 2,792 shares; 2025Q3: 2,662 shares; 2025Q4: 2,662 shares; 2026Q1: 2,662 shares 2,662 $196K 0.02% 0 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: 2,277 shares 2,277 $196K 0.02% new Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,010 shares; 2024Q4: 19,880 shares; 2025Q1: 19,880 shares; 2025Q2: 20,070 shares; 2025Q3: 19,300 shares; 2025Q4: 22,000 shares; 2026Q1: 23,185 shares 23,185 $191K 0.02% +1,185 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP 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: 10,510 shares; 2026Q1: 72,844 shares 72,844 $190K 0.02% +62,334 Timeline PKOH PARK-OHIO HLDGS CORP More: the full row for PARK-OHIO HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,595 shares; 2024Q4: 7,895 shares; 2025Q1: 8,125 shares; 2025Q2: 8,300 shares; 2025Q3: 7,860 shares; 2025Q4: 7,955 shares; 2026Q1: 7,815 shares 7,815 $188K 0.02% -140 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 15,357 shares; 2025Q4: 754 shares; 2026Q1: 754 shares 754 $187K 0.02% 0 Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,063 shares; 2025Q1: 6,103 shares; 2025Q2: 6,398 shares; 2025Q3: 6,248 shares; 2025Q4: 6,248 shares; 2026Q1: 6,248 shares 6,248 $186K 0.02% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 3,438 shares; 2025Q1: 3,453 shares; 2025Q2: 3,543 shares; 2025Q3: 3,443 shares; 2025Q4: 3,465 shares; 2026Q1: 3,231 shares 3,231 $183K 0.02% -234 Timeline CABO CABLE ONE INC More: the full row for CABLE ONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 884 shares; 2025Q1: 1,152 shares; 2025Q2: 2,637 shares; 2025Q3: 2,581 shares; 2025Q4: 2,638 shares; 2026Q1: 2,007 shares 2,007 $183K 0.02% -631 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: 13,080 shares; 2024Q4: 11,750 shares; 2025Q1: 8,900 shares; 2025Q2: 8,900 shares; 2025Q3: 8,250 shares; 2025Q4: 8,040 shares; 2026Q1: 8,040 shares 8,040 $183K 0.02% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,170 shares; 2024Q4: 3,197 shares; 2025Q1: 3,287 shares; 2025Q2: 3,329 shares; 2025Q3: 3,329 shares; 2025Q4: 3,372 shares; 2026Q1: 3,268 shares 3,268 $181K 0.02% -104 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,850 shares; 2025Q1: 2,922 shares; 2025Q2: 2,977 shares; 2025Q3: 3,196 shares; 2025Q4: 3,567 shares; 2026Q1: 3,739 shares 3,739 $181K 0.02% +172 Timeline FPH FIVE POINT HOLDINGS LLC More: the full row for FIVE POINT HOLDINGS LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,885 shares; 2024Q4: 42,195 shares; 2025Q1: 38,295 shares; 2025Q2: 38,295 shares; 2025Q3: 36,795 shares; 2025Q4: 36,795 shares; 2026Q1: 36,795 shares 36,795 $178K 0.02% 0 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,265 shares; 2024Q4: 19,265 shares; 2025Q1: 21,570 shares; 2025Q2: 26,385 shares; 2025Q3: 20,895 shares; 2025Q4: 21,215 shares; 2026Q1: 27,700 shares 27,700 $175K 0.02% +6,485 Timeline ENOV ENOVIS CORPORATION More: the full row for ENOVIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,699 shares 7,699 $175K 0.02% new Timeline QDEL QUIDELORTHO CORP More: the full row for QUIDELORTHO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,188 shares; 2024Q4: 4,958 shares; 2025Q1: 5,113 shares; 2025Q2: 5,460 shares; 2025Q3: 5,340 shares; 2025Q4: 4,835 shares; 2026Q1: 10,635 shares 10,635 $175K 0.02% +5,800 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: 1,877 shares; 2024Q4: 1,877 shares; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,877 shares; 2026Q1: 1,877 shares 1,877 $174K 0.02% 0 Timeline AVTR AVANTOR INC More: the full row for AVANTOR 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: 10,925 shares; 2025Q3: 13,274 shares; 2025Q4: 19,325 shares; 2026Q1: 22,017 shares 22,017 $173K 0.02% +2,692 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: 348 shares; 2024Q4: 348 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 3,549 shares; 2025Q4: 464 shares; 2026Q1: 478 shares 478 $171K 0.02% +14 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,830 shares; 2024Q4: 25,690 shares; 2025Q1: 25,440 shares; 2025Q2: 25,390 shares; 2025Q3: 23,730 shares; 2025Q4: 24,010 shares; 2026Q1: 25,811 shares 25,811 $170K 0.02% +1,801 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: 952 shares; 2024Q4: 952 shares; 2025Q1: 952 shares; 2025Q2: 952 shares; 2025Q3: 867 shares; 2025Q4: 867 shares; 2026Q1: 777 shares 777 $161K 0.02% -90 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: 2,358 shares; 2024Q4: 1,966 shares; 2025Q1: 1,591 shares; 2025Q2: 1,663 shares; 2025Q3: 1,683 shares; 2025Q4: 1,700 shares; 2026Q1: 1,703 shares 1,703 $160K 0.02% +3 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,762 shares 13,762 $160K 0.02% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,752 shares; 2025Q1: 1,752 shares; 2025Q2: 1,762 shares; 2025Q3: 23,397 shares; 2025Q4: 1,762 shares; 2026Q1: 1,762 shares 1,762 $160K 0.02% 0 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: 317 shares; 2024Q4: 303 shares; 2025Q1: 296 shares; 2025Q2: 290 shares; 2025Q3: 245 shares; 2025Q4: 223 shares; 2026Q1: 224 shares 224 $159K 0.02% +1 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,382 shares; 2025Q1: 4,382 shares; 2025Q2: 4,382 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $158K 0.01% 0 Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,650 shares; 2024Q4: 46,400 shares; 2025Q1: 45,925 shares; 2025Q2: 46,575 shares; 2025Q3: 44,575 shares; 2025Q4: 38,225 shares; 2026Q1: 38,225 shares 38,225 $155K 0.01% 0 Timeline BSRR SIERRA BANCORP More: the full row for SIERRA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,020 shares; 2024Q4: 4,820 shares; 2025Q1: 4,610 shares; 2025Q2: 4,675 shares; 2025Q3: 4,475 shares; 2025Q4: 4,530 shares; 2026Q1: 4,530 shares 4,530 $154K 0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,190 shares; 2025Q1: 1,453 shares; 2025Q2: 2,022 shares; 2025Q3: 3,869 shares; 2025Q4: 3,869 shares; 2026Q1: 3,806 shares 3,806 $153K 0.01% -63 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,231 shares; 2025Q1: 1,061 shares; 2025Q2: 1,061 shares; 2025Q3: 1,021 shares; 2025Q4: 1,021 shares; 2026Q1: 1,021 shares 1,021 $153K 0.01% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 353 shares; 2025Q1: 360 shares; 2025Q2: 353 shares; 2025Q3: 483 shares; 2025Q4: 483 shares; 2026Q1: 504 shares 504 $152K 0.01% +21 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: 234 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 4,074 shares; 2025Q4: 485 shares; 2026Q1: 535 shares 535 $152K 0.01% +50 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,120 shares; 2025Q4: 5,240 shares; 2026Q1: 4,600 shares 4,600 $151K 0.01% -640 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,194 shares; 2025Q1: 1,233 shares; 2025Q2: 1,237 shares; 2025Q3: 1,187 shares; 2025Q4: 1,187 shares; 2026Q1: 1,187 shares 1,187 $150K 0.01% 0 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,423 shares 3,423 $150K 0.01% new Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,832 shares; 2024Q4: 4,617 shares; 2025Q1: 4,617 shares; 2025Q2: 4,707 shares; 2025Q3: 4,507 shares; 2025Q4: 4,507 shares; 2026Q1: 4,507 shares 4,507 $148K 0.01% 0 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY 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: 51,000 shares 51,000 $147K 0.01% new Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,380 shares; 2024Q4: 27,880 shares; 2025Q1: 27,960 shares; 2025Q2: 28,410 shares; 2025Q3: 25,910 shares; 2025Q4: 25,910 shares; 2026Q1: 25,910 shares 25,910 $145K 0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,738 shares; 2025Q2: 2,803 shares; 2025Q3: 2,673 shares; 2025Q4: 2,393 shares; 2026Q1: 2,097 shares 2,097 $143K 0.01% -296 Timeline JBGS JBG SMITH PPTYS More: the full row for JBG SMITH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,715 shares; 2024Q4: 9,205 shares; 2025Q1: 9,345 shares; 2025Q2: 9,345 shares; 2025Q3: 8,895 shares; 2025Q4: 8,895 shares; 2026Q1: 9,750 shares 9,750 $142K 0.01% +855 Timeline PSFE PAYSAFE LIMITED More: the full row for PAYSAFE LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,535 shares; 2025Q1: 9,700 shares; 2025Q2: 11,585 shares; 2025Q3: 11,060 shares; 2025Q4: 16,148 shares; 2026Q1: 20,910 shares 20,910 $142K 0.01% +4,762 Timeline FWRD FORWARD AIR CORP More: the full row for FORWARD AIR 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: 7,805 shares; 2025Q3: 6,555 shares; 2025Q4: 6,555 shares; 2026Q1: 8,495 shares 8,495 $142K 0.01% +1,940 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,860 shares; 2024Q4: 6,860 shares; 2025Q1: 7,370 shares; 2025Q2: 7,455 shares; 2025Q3: 6,845 shares; 2025Q4: 6,845 shares; 2026Q1: 6,355 shares 6,355 $140K 0.01% -490 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: 2,260 shares; 2026Q1: 2,330 shares 2,330 $139K 0.01% +70 Timeline AIOT POWERFLEET INC More: the full row for POWERFLEET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,090 shares; 2024Q4: 26,657 shares; 2025Q1: 27,766 shares; 2025Q2: 39,170 shares; 2025Q3: 40,103 shares; 2025Q4: 40,583 shares; 2026Q1: 44,803 shares 44,803 $138K 0.01% +4,220 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,495 shares; 2025Q1: 1,435 shares; 2025Q2: 1,453 shares; 2025Q3: 1,453 shares; 2025Q4: 1,480 shares; 2026Q1: 1,480 shares 1,480 $138K 0.01% 0 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,008 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares; 2026Q1: 1,075 shares 1,075 $135K 0.01% 0 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 1,074 shares; 2025Q1: 999 shares; 2025Q2: 2,164 shares; 2025Q3: 2,074 shares; 2025Q4: 2,074 shares; 2026Q1: 1,812 shares 1,812 $135K 0.01% -262 Timeline OSUR ORASURE TECHNOLOGIES INC More: the full row for ORASURE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,190 shares; 2025Q2: 45,680 shares; 2025Q3: 42,980 shares; 2025Q4: 43,610 shares; 2026Q1: 44,350 shares 44,350 $133K 0.01% +740 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,536 shares; 2025Q1: 832 shares; 2025Q2: 1,657 shares; 2025Q3: 2,957 shares; 2025Q4: 3,235 shares; 2026Q1: 3,460 shares 3,460 $133K 0.01% +225 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 514 shares; 2025Q1: 516 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 743 shares; 2026Q1: 1,339 shares 1,339 $130K 0.01% +596 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,810 shares; 2024Q4: 5,840 shares; 2025Q1: 5,820 shares; 2025Q2: 5,820 shares; 2025Q3: 5,420 shares; 2025Q4: 3,445 shares; 2026Q1: 3,315 shares 3,315 $130K 0.01% -130 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: 1,128 shares; 2024Q4: 1,078 shares; 2025Q1: 1,058 shares; 2025Q2: 1,058 shares; 2025Q3: 805 shares; 2025Q4: 661 shares; 2026Q1: 661 shares 661 $129K 0.01% 0 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: 517 shares; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: 658 shares; 2025Q3: 663 shares; 2025Q4: 663 shares; 2026Q1: 663 shares 663 $127K 0.01% 0 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,030 shares; 2024Q4: 11,030 shares; 2025Q1: 11,030 shares; 2025Q2: 11,030 shares; 2025Q3: 10,480 shares; 2025Q4: 10,480 shares; 2026Q1: 10,480 shares 10,480 $127K 0.01% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,514 shares; 2024Q4: 3,834 shares; 2025Q1: 3,311 shares; 2025Q2: 2,918 shares; 2025Q3: 2,945 shares; 2025Q4: 2,945 shares; 2026Q1: 2,914 shares 2,914 $125K 0.01% -31 Timeline LUCK LUCKY STRIKE ENTERTAINMENT C More: the full row for LUCKY STRIKE ENTERTAINMENT C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,840 shares; 2024Q4: 11,460 shares; 2025Q1: 15,010 shares; 2025Q2: 15,010 shares; 2025Q3: 14,010 shares; 2025Q4: 14,340 shares; 2026Q1: 15,060 shares 15,060 $125K 0.01% +720 Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,476 shares; 2024Q4: 6,226 shares; 2025Q1: 14,210 shares; 2025Q2: 20,510 shares; 2025Q3: 21,880 shares; 2025Q4: 15,324 shares; 2026Q1: 15,554 shares 15,554 $122K 0.01% +230 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: 4,325 shares; 2024Q4: 2,708 shares; 2025Q1: 966 shares; 2025Q2: 941 shares; 2025Q3: 950 shares; 2025Q4: 955 shares; 2026Q1: 869 shares 869 $121K 0.01% -86 Timeline RPAY REPAY HLDGS CORP More: the full row for REPAY HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,830 shares; 2024Q4: 16,660 shares; 2025Q1: 23,410 shares; 2025Q2: 33,980 shares; 2025Q3: 32,280 shares; 2025Q4: 41,149 shares; 2026Q1: 46,197 shares 46,197 $120K 0.01% +5,048 Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,421 shares; 2026Q1: 12,636 shares 12,636 $120K 0.01% +7,215 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,575 shares; 2024Q4: 4,465 shares; 2025Q1: 4,465 shares; 2025Q2: 3,669 shares; 2025Q3: 3,634 shares; 2025Q4: 3,274 shares; 2026Q1: 3,174 shares 3,174 $118K 0.01% -100 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: 4,156 shares; 2025Q1: 4,026 shares; 2025Q2: 4,106 shares; 2025Q3: 3,319 shares; 2025Q4: 3,319 shares; 2026Q1: 3,319 shares 3,319 $118K 0.01% 0 Timeline GSLC 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: 959 shares; 2024Q4: 959 shares; 2025Q1: 959 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 926 shares; 2026Q1: 926 shares 926 $116K 0.01% 0 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: 335 shares; 2024Q4: 335 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 339 shares; 2025Q4: 335 shares; 2026Q1: 353 shares 353 $115K 0.01% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 323 shares; 2026Q1: 541 shares 541 $114K 0.01% +218 Timeline MGPI MGP INGREDIENTS INC NEW More: the full row for MGP INGREDIENTS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 485 shares; 2026Q1: 6,181 shares 6,181 $114K 0.01% +5,696 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: 3,198 shares; 2024Q4: 6,220 shares; 2025Q1: 5,563 shares; 2025Q2: 5,197 shares; 2025Q3: 4,981 shares; 2025Q4: 4,069 shares; 2026Q1: 3,827 shares 3,827 $111K 0.01% -242 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 977 shares; 2025Q1: 977 shares; 2025Q2: 977 shares; 2025Q3: 977 shares; 2025Q4: 1,047 shares; 2026Q1: 1,047 shares 1,047 $111K 0.01% 0 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: 610 shares; 2024Q4: 585 shares; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: 581 shares; 2026Q1: 581 shares 581 $111K 0.01% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,795 shares; 2024Q4: 7,365 shares; 2025Q1: 4,975 shares; 2025Q2: 4,975 shares; 2025Q3: 4,975 shares; 2025Q4: 4,975 shares; 2026Q1: 4,975 shares 4,975 $110K 0.01% 0 Timeline ASC ARDMORE SHIPPING CORP More: the full row for ARDMORE SHIPPING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,656 shares; 2024Q4: 7,321 shares; 2025Q1: 7,321 shares; 2025Q2: 7,580 shares; 2025Q3: 7,045 shares; 2025Q4: 7,135 shares; 2026Q1: 7,135 shares 7,135 $109K 0.01% 0 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,748 shares; 2025Q1: 2,748 shares; 2025Q2: 2,775 shares; 2025Q3: 2,583 shares; 2025Q4: 2,583 shares; 2026Q1: 1,477 shares 1,477 $108K 0.01% -1,106 Timeline KELYA KELLY SVCS INC More: the full row for KELLY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,925 shares; 2025Q4: 8,920 shares; 2026Q1: 12,105 shares 12,105 $107K 0.01% +3,185 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 670 shares; 2025Q1: 683 shares; 2025Q2: 686 shares; 2025Q3: 695 shares; 2025Q4: 750 shares; 2026Q1: 700 shares 700 $107K 0.01% -50 Timeline AAT AMERICAN ASSETS TR INC More: the full row for AMERICAN ASSETS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,788 shares 5,788 $107K 0.01% new 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: 2,064 shares; 2024Q4: 1,547 shares; 2025Q1: 1,565 shares; 2025Q2: 1,575 shares; 2025Q3: 1,587 shares; 2025Q4: 1,626 shares; 2026Q1: 1,606 shares 1,606 $106K 0.01% -20 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $106K 0.01% 0 Timeline DRVN DRIVEN BRANDS HLDGS INC More: the full row for DRIVEN BRANDS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,259 shares 8,259 $104K 0.01% new Timeline EFV 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: 4 shares; 2025Q4: 4 shares; 2026Q1: 1,388 shares 1,388 $103K 0.01% +1,384 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 1,770 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,690 shares; 2025Q4: 1,690 shares; 2026Q1: 1,529 shares 1,529 $103K 0.01% -161 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,506 shares; 2024Q4: 4,959 shares; 2025Q1: 5,265 shares; 2025Q2: 5,500 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 2,084 shares 2,084 $102K 0.01% -3,016 Timeline BOC BOSTON OMAHA CORP More: the full row for BOSTON OMAHA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,215 shares; 2024Q4: 6,215 shares; 2025Q1: 5,795 shares; 2025Q2: 5,795 shares; 2025Q3: 5,795 shares; 2025Q4: 5,795 shares; 2026Q1: 8,745 shares 8,745 $102K 0.01% +2,950 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 358 shares; 2025Q2: 560 shares; 2025Q3: 3,122 shares; 2025Q4: 1,968 shares; 2026Q1: 2,063 shares 2,063 $102K 0.01% +95 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: 815 shares; 2025Q1: 814 shares; 2025Q2: 808 shares; 2025Q3: 747 shares; 2025Q4: 1,032 shares; 2026Q1: 1,032 shares 1,032 $98.5K 0.01% 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: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 595 shares 595 $97.9K 0.01% +35 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: 2,132 shares; 2024Q4: 2,107 shares; 2025Q1: 1,932 shares; 2025Q2: 1,822 shares; 2025Q3: 2,007 shares; 2025Q4: 2,007 shares; 2026Q1: 2,007 shares 2,007 $97.8K 0.01% 0 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: 401 shares; 2024Q4: 451 shares; 2025Q1: 460 shares; 2025Q2: 310 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 313 shares 313 $96.9K 0.01% +13 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares 1,030 $95.3K 0.01% 0 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,616 shares; 2024Q4: 1,883 shares; 2025Q1: 1,883 shares; 2025Q2: 1,883 shares; 2025Q3: 1,733 shares; 2025Q4: 1,733 shares; 2026Q1: 1,417 shares 1,417 $93.7K 0.01% -316 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,844 shares 2,844 $91.7K 0.01% new Timeline RUSHB RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,734 shares; 2025Q1: 1,434 shares; 2025Q2: 1,434 shares; 2025Q3: 1,434 shares; 2025Q4: 1,434 shares; 2026Q1: 1,424 shares 1,424 $91.6K 0.01% -10 Timeline FVD 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: 1,923 shares; 2024Q4: 1,923 shares; 2025Q1: 1,923 shares; 2025Q2: 4,082 shares; 2025Q3: 3,646 shares; 2025Q4: 3,646 shares; 2026Q1: 1,923 shares 1,923 $90.4K 0.01% -1,723 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: 579 shares; 2024Q4: 569 shares; 2025Q1: 559 shares; 2025Q2: 459 shares; 2025Q3: 544 shares; 2025Q4: 504 shares; 2026Q1: 414 shares 414 $90K 0.01% -90 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 375 shares; 2025Q4: 314 shares; 2026Q1: 314 shares 314 $88.4K 0.01% 0 Timeline CWBC COMMUNITY WEST BANCSHARES NE More: the full row for COMMUNITY WEST BANCSHARES NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,412 shares; 2024Q4: 4,092 shares; 2025Q1: 4,092 shares; 2025Q2: 4,092 shares; 2025Q3: 3,762 shares; 2025Q4: 3,762 shares; 2026Q1: 3,762 shares 3,762 $87.7K 0.01% 0 Timeline INSE INSPIRED ENTMT INC More: the full row for INSPIRED ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,725 shares; 2024Q4: 12,890 shares; 2025Q1: 12,300 shares; 2025Q2: 12,300 shares; 2025Q3: 11,845 shares; 2025Q4: 11,945 shares; 2026Q1: 11,945 shares 11,945 $85.2K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,008 shares; 2025Q1: 984 shares; 2025Q2: 979 shares; 2025Q3: 992 shares; 2025Q4: 969 shares; 2026Q1: 876 shares 876 $84.5K 0.01% -93 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,220 shares; 2025Q2: 10,740 shares; 2025Q3: 10,740 shares; 2025Q4: 27,761 shares; 2026Q1: 52,011 shares 52,011 $84.3K 0.01% +24,250 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: 2,164 shares; 2024Q4: 2,164 shares; 2025Q1: 2,164 shares; 2025Q2: 2,164 shares; 2025Q3: 2,164 shares; 2025Q4: 2,164 shares; 2026Q1: 2,164 shares 2,164 $84.1K 0.01% 0 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: 4,900 shares; 2024Q4: 4,792 shares; 2025Q1: 4,548 shares; 2025Q2: 4,485 shares; 2025Q3: 4,488 shares; 2025Q4: 4,301 shares; 2026Q1: 319 shares 319 $82.9K 0.01% -3,982 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 290 shares; 2025Q3: 280 shares; 2025Q4: 30,421 shares; 2026Q1: 280 shares 280 $81.3K 0.01% -30,141 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,176 shares 8,176 $81.3K 0.01% new Timeline ALIT ALIGHT INC More: the full row for ALIGHT 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: 138,702 shares 138,702 $80.8K 0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 84 shares 84 $80.8K 0.01% +7 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,938 shares; 2025Q4: 2,938 shares; 2026Q1: 2,938 shares 2,938 $80.6K 0.01% 0 Timeline BHC BAUSCH HEALTH COS INC More: the full row for BAUSCH HEALTH COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,450 shares; 2024Q4: 9,947 shares; 2025Q1: 10,895 shares; 2025Q2: 10,895 shares; 2025Q3: 14,465 shares; 2025Q4: 15,095 shares; 2026Q1: 14,905 shares 14,905 $80.5K 0.01% -190 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 605 shares; 2025Q3: 570 shares; 2025Q4: 540 shares; 2026Q1: 500 shares 500 $77.8K 0.01% -40 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: 636 shares; 2024Q4: 506 shares; 2025Q1: 506 shares; 2025Q2: 506 shares; 2025Q3: 706 shares; 2025Q4: 706 shares; 2026Q1: 686 shares 686 $77.6K 0.01% -20 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: 419 shares; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 324 shares 324 $76.5K 0.01% -95 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: 389 shares; 2024Q4: 484 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 543 shares; 2026Q1: 550 shares 550 $75.5K 0.01% +7 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: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 858 shares; 2025Q2: 858 shares; 2025Q3: 783 shares; 2025Q4: 783 shares; 2026Q1: 783 shares 783 $74.9K 0.01% 0 Timeline SHM 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: 3,069 shares; 2024Q4: 3,069 shares; 2025Q1: 3,066 shares; 2025Q2: 3,066 shares; 2025Q3: 2,066 shares; 2025Q4: 1,563 shares; 2026Q1: 1,563 shares 1,563 $74.8K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $73.3K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,176 shares 1,176 $72.7K 0.01% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 746 shares; 2025Q1: 571 shares; 2025Q2: 561 shares; 2025Q3: 415 shares; 2025Q4: 385 shares; 2026Q1: 385 shares 385 $72.7K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,116 shares; 2024Q4: 2,354 shares; 2025Q1: 2,307 shares; 2025Q2: 2,339 shares; 2025Q3: 2,355 shares; 2025Q4: 2,140 shares; 2026Q1: 2,105 shares 2,105 $72.5K 0.01% -35 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 669 shares; 2025Q2: 669 shares; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: 1,110 shares 1,110 $72.2K 0.01% +200 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 974 shares; 2025Q1: 974 shares; 2025Q2: 974 shares; 2025Q3: 974 shares; 2025Q4: 974 shares; 2026Q1: 974 shares 974 $68.4K 0.01% 0 Timeline ONL ORION PROPERTIES INC More: the full row for ORION PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,180 shares; 2024Q4: 20,780 shares; 2025Q1: 31,700 shares; 2025Q2: 32,030 shares; 2025Q3: 29,730 shares; 2025Q4: 30,903 shares; 2026Q1: 31,283 shares 31,283 $67.3K 0.01% +380 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: 720 shares; 2024Q4: 720 shares; 2025Q1: 772 shares; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 772 shares; 2026Q1: 772 shares 772 $66.9K 0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,300 shares 2,300 $66.3K 0.01% new Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 237 shares 237 $66.2K 0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 353 shares 353 $65.1K 0.01% +263 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: 178 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 922 shares; 2026Q1: 870 shares 870 $63K 0.01% -52 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: 243 shares; 2024Q4: 243 shares; 2025Q1: 228 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 128 shares; 2026Q1: 128 shares 128 $62.9K 0.01% 0 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: 11 shares; 2024Q4: 11 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 687 shares; 2025Q4: 702 shares; 2026Q1: 673 shares 673 $62.8K 0.01% -29 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION 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: 7,500 shares 7,500 $62K 0.01% new 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: 771 shares; 2024Q4: 772 shares; 2025Q1: 816 shares; 2025Q2: 817 shares; 2025Q3: 818 shares; 2025Q4: 776 shares; 2026Q1: 777 shares 777 $61.9K 0.01% +1 Timeline ASLE AERSALE CORPORATION More: the full row for AERSALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,730 shares; 2025Q1: 10,730 shares; 2025Q2: 10,730 shares; 2025Q3: 9,630 shares; 2025Q4: 9,630 shares; 2026Q1: 9,630 shares 9,630 $59.9K 0.01% 0 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,840 shares; 2026Q1: 1,840 shares 1,840 $59.3K 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: 154 shares; 2024Q4: 154 shares; 2025Q1: 162 shares; 2025Q2: 154 shares; 2025Q3: 181 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208 $58.1K 0.01% 0 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 1,825 shares; 2025Q1: 1,415 shares; 2025Q2: 1,415 shares; 2025Q3: 1,415 shares; 2025Q4: 1,415 shares; 2026Q1: 1,415 shares 1,415 $56.4K 0.01% 0 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: 729 shares; 2024Q4: 729 shares; 2025Q1: 661 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 598 shares; 2026Q1: 598 shares 598 $56.1K 0.01% 0 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: 1,019 shares; 2024Q4: 573 shares; 2025Q1: 591 shares; 2025Q2: 609 shares; 2025Q3: 622 shares; 2025Q4: 622 shares; 2026Q1: 618 shares 618 $55.7K 0.01% -4 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,467 shares; 2025Q3: 1,384 shares; 2025Q4: 1,360 shares; 2026Q1: 979 shares 979 $55.6K 0.01% -381 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: 327 shares; 2024Q4: 149 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares 141 $55K 0.01% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,389 shares; 2025Q3: 1,470 shares; 2025Q4: 1,471 shares; 2026Q1: 1,471 shares 1,471 $53.3K 0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 1,943 shares; 2025Q1: 1,943 shares; 2025Q2: 1,943 shares; 2025Q3: 1,943 shares; 2025Q4: 2,057 shares; 2026Q1: 2,058 shares 2,058 $53.3K 0.01% +1 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: 750 shares; 2024Q4: 5,646 shares; 2025Q1: 3,656 shares; 2025Q2: 3,666 shares; 2025Q3: 2,275 shares; 2025Q4: 2,103 shares; 2026Q1: 2,108 shares 2,108 $52.9K 0.01% +5 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 824 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 642 shares; 2026Q1: 642 shares 642 $52.2K <0.01% 0 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: 330 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 195 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 198 shares 198 $51.7K <0.01% 0 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: 576 shares; 2024Q4: 476 shares; 2025Q1: 460 shares; 2025Q2: 479 shares; 2025Q3: 446 shares; 2025Q4: 446 shares; 2026Q1: 446 shares 446 $51.3K <0.01% 0 Timeline NXTG 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: 457 shares; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 457 shares; 2026Q1: 457 shares 457 $51.1K <0.01% 0 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: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $47K <0.01% 0 Timeline BV BRIGHTVIEW HLDGS INC More: the full row for BRIGHTVIEW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,835 shares; 2026Q1: 3,985 shares 3,985 $47K <0.01% +150 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: 1,633 shares; 2024Q4: 1,633 shares; 2025Q1: 1,633 shares; 2025Q2: 1,633 shares; 2025Q3: 986 shares; 2025Q4: 986 shares; 2026Q1: 1,036 shares 1,036 $45.7K <0.01% +50 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: 1,389 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 385 shares; 2026Q1: 429 shares 429 $45.5K <0.01% +44 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,212 shares 1,212 $44.9K <0.01% new Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares; 2026Q1: 1,007 shares 1,007 $44.8K <0.01% 0 Timeline VEU 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: 593 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 593 shares; 2025Q4: 593 shares; 2026Q1: 593 shares 593 $44.5K <0.01% 0 Timeline FSP FRANKLIN STR PPTYS CORP More: the full row for FRANKLIN STR PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,430 shares; 2024Q4: 61,930 shares; 2025Q1: 65,530 shares; 2025Q2: 66,030 shares; 2025Q3: 65,030 shares; 2025Q4: 66,480 shares; 2026Q1: 66,480 shares 66,480 $44.2K <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: 1,070 shares; 2024Q4: 547 shares; 2025Q1: 556 shares; 2025Q2: 571 shares; 2025Q3: 571 shares; 2025Q4: 621 shares; 2026Q1: 545 shares 545 $43.3K <0.01% -76 Timeline MLP MAUI LD & PINEAPPLE INC More: the full row for MAUI LD & PINEAPPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 2,877 shares; 2025Q1: 2,877 shares; 2025Q2: 2,877 shares; 2025Q3: 2,877 shares; 2025Q4: 2,738 shares; 2026Q1: 2,738 shares 2,738 $42.1K <0.01% 0 Timeline VFH 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: 427 shares; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 348 shares 348 $42K <0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 115 shares; 2025Q1: 89 shares; 2025Q2: 79 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $41.9K <0.01% 0 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 600 shares 600 $41.6K <0.01% +100 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: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $41.4K <0.01% 0 Timeline TIP 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: 489 shares; 2024Q4: 442 shares; 2025Q1: 478 shares; 2025Q2: 402 shares; 2025Q3: 361 shares; 2025Q4: 361 shares; 2026Q1: 361 shares 361 $39.8K <0.01% 0 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: 276 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares 166 $39.8K <0.01% 0 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: 467 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: 387 shares 387 $39.7K <0.01% +48 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: 1,025 shares; 2024Q4: 290 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 251 shares; 2026Q1: 110 shares 110 $39.2K <0.01% -141 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS 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: 4,000 shares 4,000 $38.4K <0.01% new Timeline ONEW ONEWATER MARINE INC More: the full row for ONEWATER MARINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,186 shares; 2024Q4: 3,578 shares; 2025Q1: 4,123 shares; 2025Q2: 4,523 shares; 2025Q3: 4,193 shares; 2025Q4: 4,060 shares; 2026Q1: 3,990 shares 3,990 $37.7K <0.01% -70 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 24 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $37.2K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84 shares; 2026Q1: 2,195 shares 2,195 $36.9K <0.01% +2,111 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $36.6K <0.01% 0 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: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $36.2K <0.01% 0 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 709 shares; 2026Q1: 709 shares 709 $36.2K <0.01% 0 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 225 shares; 2025Q4: 215 shares; 2026Q1: 209 shares 209 $36.1K <0.01% -6 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 351 shares 351 $35.3K <0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,840 shares; 2024Q4: 668 shares; 2025Q1: 686 shares; 2025Q2: 686 shares; 2025Q3: 686 shares; 2025Q4: 686 shares; 2026Q1: 686 shares 686 $34.8K <0.01% 0 Timeline CKX CKX LDS INC More: the full row for CKX LDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,696 shares; 2024Q4: 3,579 shares; 2025Q1: 3,579 shares; 2025Q2: 3,579 shares; 2025Q3: 3,579 shares; 2025Q4: 3,260 shares; 2026Q1: 3,260 shares 3,260 $33.7K <0.01% 0 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 500 shares 500 $33.2K <0.01% +50 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $32.9K <0.01% 0 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: 423 shares; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 423 shares; 2026Q1: 353 shares 353 $32.7K <0.01% -70 Timeline OABI OMNIAB INC More: the full row for OMNIAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,480 shares; 2024Q4: 20,480 shares; 2025Q1: 22,200 shares; 2025Q2: 23,235 shares; 2025Q3: 20,435 shares; 2025Q4: 20,435 shares; 2026Q1: 20,815 shares 20,815 $32.7K <0.01% +380 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: 484 shares; 2024Q4: 485 shares; 2025Q1: 486 shares; 2025Q2: 487 shares; 2025Q3: 488 shares; 2025Q4: 489 shares; 2026Q1: 435 shares 435 $32.4K <0.01% -54 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 29 shares 29 $31.6K <0.01% +3 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $31.1K <0.01% 0 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 286 shares; 2025Q1: 287 shares; 2025Q2: 401 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 427 shares 427 $31K <0.01% +1 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 351 shares 351 $30.3K <0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 369 shares; 2025Q1: 369 shares; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 369 shares 369 $29.7K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 376 shares; 2025Q4: 326 shares; 2026Q1: 224 shares 224 $29.6K <0.01% -102 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: 316 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 316 shares 316 $28.9K <0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 317 shares 317 $27.8K <0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 2,057 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 1,574 shares; 2025Q4: 1,574 shares; 2026Q1: 2,574 shares 2,574 $27.6K <0.01% +1,000 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 80 shares 80 $27.3K <0.01% -20 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: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 61 shares 61 $27.2K <0.01% +7 Timeline SPYM 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: 16 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 166 shares; 2025Q4: 372 shares; 2026Q1: 355 shares 355 $27.2K <0.01% -17 Timeline FLL FULL HSE RESORTS INC More: the full row for FULL HSE RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 11,090 shares; 2025Q1: 11,780 shares; 2025Q2: 11,995 shares; 2025Q3: 11,570 shares; 2025Q4: 11,800 shares; 2026Q1: 12,070 shares 12,070 $27.2K <0.01% +270 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: 458 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 541 shares; 2026Q1: 541 shares 541 $26.5K <0.01% 0 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 2,630 shares; 2025Q1: 2,630 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,490 shares; 2026Q1: 2,490 shares 2,490 $26.2K <0.01% 0 Timeline NAUT NAUTILUS BIOTECHNOLOGY INC More: the full row for NAUTILUS BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,700 shares 6,700 $26K <0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $25.3K <0.01% 0 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: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $24.8K <0.01% 0 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 3,203 shares; 2025Q1: 3,203 shares; 2025Q2: 3,203 shares; 2025Q3: 2,103 shares; 2025Q4: 2,103 shares; 2026Q1: 2,103 shares 2,103 $24.7K <0.01% 0 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: 563 shares; 2024Q4: 545 shares; 2025Q1: 540 shares; 2025Q2: 537 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $24.6K <0.01% 0 Timeline ECOR ELECTROCORE INC More: the full row for ELECTROCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,862 shares; 2025Q3: 3,862 shares; 2025Q4: 3,862 shares; 2026Q1: 3,862 shares 3,862 $23.3K <0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 209 shares 209 $23.3K <0.01% +9 Timeline ROBT 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $23.1K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,440 shares 1,440 $22.9K <0.01% -60 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 350 shares 350 $22.6K <0.01% -50 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $22.6K <0.01% 0 Timeline VHT 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $21.8K <0.01% 0 Timeline XRX XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS 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: 17,515 shares; 2025Q3: 16,775 shares; 2025Q4: 16,775 shares; 2026Q1: 16,775 shares 16,775 $21.6K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 166 shares; 2025Q4: 156 shares; 2026Q1: 303 shares 303 $21.6K <0.01% +147 Timeline EGUS 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: 355 shares; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $21.5K <0.01% 0 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: 5,671 shares; 2024Q4: 5,285 shares; 2025Q1: 5,189 shares; 2025Q2: 5,228 shares; 2025Q3: 120 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $21K <0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 5 shares; 2025Q4: not reported; 2026Q1: 85 shares 85 $21K <0.01% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $21K <0.01% 0 Timeline IDN INTELLICHECK MOBILISA INC More: the full row for INTELLICHECK MOBILISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $21K <0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares 320 $20.6K <0.01% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,663 shares; 2025Q4: 1,663 shares; 2026Q1: 1,663 shares 1,663 $20.3K <0.01% 0 Timeline MPTI M-TRON INDS INC More: the full row for M-TRON INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $20.1K <0.01% 0 Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 2,375 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares 2,375 $20K <0.01% 0 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly 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: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $20K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 539 shares; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 539 shares; 2026Q1: 539 shares 539 $19.9K <0.01% 0 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: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares 95 $19.9K <0.01% 0 Timeline VPU 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $19.8K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 9 shares 9 $19.8K <0.01% +1 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: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 46 shares 46 $19.6K <0.01% +4 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: 863 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $19.3K <0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,724 shares; 2024Q4: 6,295 shares; 2025Q1: 6,020 shares; 2025Q2: 277 shares; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 177 shares 177 $19.3K <0.01% 0 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: 179 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 151 shares; 2025Q4: 106 shares; 2026Q1: 131 shares 131 $19.3K <0.01% +25 Timeline