AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,639,084 shares; 2024Q4: 4,036,091 shares; 2025Q1: 3,924,173 shares; 2025Q2: 3,862,742 shares; 2025Q3: 3,948,787 shares; 2025Q4: 4,003,861 shares; 2026Q1: 4,134,274 shares 4,134,274 $861M 19.01% +130,413 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: 647,548 shares; 2024Q4: 1,040,807 shares; 2025Q1: 788,622 shares; 2025Q2: 728,693 shares; 2025Q3: 710,647 shares; 2025Q4: 737,853 shares; 2026Q1: 843,324 shares 843,324 $312M 6.89% +105,471 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: 468,107 shares; 2024Q4: 537,314 shares; 2025Q1: 514,585 shares; 2025Q2: 530,470 shares; 2025Q3: 533,728 shares; 2025Q4: 565,008 shares; 2026Q1: 569,999 shares 569,999 $145M 3.19% +4,991 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: 289,086 shares; 2024Q4: 324,901 shares; 2025Q1: 384,901 shares; 2025Q2: 440,295 shares; 2025Q3: 472,894 shares; 2025Q4: 543,929 shares; 2026Q1: 691,406 shares 691,406 $121M 2.66% +147,477 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,792 shares; 2024Q4: 315,164 shares; 2025Q1: 282,525 shares; 2025Q2: 278,465 shares; 2025Q3: 294,473 shares; 2025Q4: 295,388 shares; 2026Q1: 290,697 shares 290,697 $93.3M 2.06% -4,691 Timeline DFGR 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: 1,750,571 shares; 2024Q4: 1,997,000 shares; 2025Q1: 2,109,526 shares; 2025Q2: 2,219,008 shares; 2025Q3: 2,399,150 shares; 2025Q4: 2,611,200 shares; 2026Q1: 2,798,216 shares 2,798,216 $74.4M 1.64% +187,016 Timeline DFIC 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: 1,496,947 shares; 2024Q4: 1,696,149 shares; 2025Q1: 1,822,674 shares; 2025Q2: 1,883,911 shares; 2025Q3: 1,964,252 shares; 2025Q4: 2,019,943 shares; 2026Q1: 2,078,625 shares 2,078,625 $73.9M 1.63% +58,682 Timeline DCOR 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: 245,781 shares; 2024Q4: 349,827 shares; 2025Q1: 538,674 shares; 2025Q2: 644,970 shares; 2025Q3: 791,258 shares; 2025Q4: 870,286 shares; 2026Q1: 1,021,723 shares 1,021,723 $73.6M 1.63% +151,437 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: 1,524,169 shares; 2024Q4: 1,749,670 shares; 2025Q1: 1,814,819 shares; 2025Q2: 1,901,625 shares; 2025Q3: 1,928,340 shares; 2025Q4: 1,887,933 shares; 2026Q1: 1,768,296 shares 1,768,296 $68.7M 1.52% -119,637 Timeline DFAI 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: 885,112 shares; 2024Q4: 1,073,196 shares; 2025Q1: 1,191,270 shares; 2025Q2: 1,260,981 shares; 2025Q3: 1,373,422 shares; 2025Q4: 1,481,005 shares; 2026Q1: 1,584,483 shares 1,584,483 $61.7M 1.36% +103,478 Timeline IWB 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: 176,535 shares; 2024Q4: 182,541 shares; 2025Q1: 178,427 shares; 2025Q2: 177,798 shares; 2025Q3: 176,984 shares; 2025Q4: 166,068 shares; 2026Q1: 161,066 shares 161,066 $57.4M 1.27% -5,002 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: 113,843 shares; 2024Q4: 120,253 shares; 2025Q1: 124,040 shares; 2025Q2: 117,686 shares; 2025Q3: 169,207 shares; 2025Q4: 174,798 shares; 2026Q1: 181,749 shares 181,749 $52.1M 1.15% +6,951 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,021 shares; 2024Q4: 255,365 shares; 2025Q1: 275,487 shares; 2025Q2: 289,399 shares; 2025Q3: 299,674 shares; 2025Q4: 315,207 shares; 2026Q1: 328,705 shares 328,705 $45.5M 1% +13,498 Timeline DFAU 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: 890,958 shares; 2024Q4: 989,254 shares; 2025Q1: 940,221 shares; 2025Q2: 961,273 shares; 2025Q3: 977,428 shares; 2025Q4: 995,153 shares; 2026Q1: 995,411 shares 995,411 $44.9M 0.99% +258 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: 106,220 shares; 2024Q4: 110,330 shares; 2025Q1: 118,562 shares; 2025Q2: 112,285 shares; 2025Q3: 115,949 shares; 2025Q4: 130,936 shares; 2026Q1: 142,176 shares 142,176 $40.9M 0.9% +11,240 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: 55,817 shares; 2024Q4: 58,481 shares; 2025Q1: 54,862 shares; 2025Q2: 57,803 shares; 2025Q3: 57,743 shares; 2025Q4: not reported; 2026Q1: 60,915 shares 60,915 $39.6M 0.87% new 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: 707,492 shares; 2024Q4: 843,054 shares; 2025Q1: 917,363 shares; 2025Q2: 965,303 shares; 2025Q3: 1,025,394 shares; 2025Q4: 1,073,486 shares; 2026Q1: 1,127,131 shares 1,127,131 $38.9M 0.86% +53,645 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,958,745 shares; 2024Q4: 3,175,680 shares; 2025Q1: 3,237,766 shares; 2025Q2: 3,274,148 shares; 2025Q3: 3,445,901 shares; 2025Q4: 3,578,397 shares; 2026Q1: 3,674,039 shares 3,674,039 $38M 0.84% +95,642 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: 78,636 shares; 2024Q4: 87,929 shares; 2025Q1: 85,050 shares; 2025Q2: 86,397 shares; 2025Q3: 109,017 shares; 2025Q4: not reported; 2026Q1: 99,217 shares 99,217 $36.9M 0.81% new 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: 89,173 shares; 2024Q4: 85,512 shares; 2025Q1: 84,657 shares; 2025Q2: 83,580 shares; 2025Q3: 82,073 shares; 2025Q4: not reported; 2026Q1: 81,540 shares 81,540 $34.8M 0.77% new 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: 41,372 shares; 2024Q4: 39,685 shares; 2025Q1: 42,017 shares; 2025Q2: 45,994 shares; 2025Q3: 46,836 shares; 2025Q4: not reported; 2026Q1: 50,309 shares 50,309 $32.9M 0.73% new 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: 159,161 shares; 2024Q4: 203,814 shares; 2025Q1: 161,116 shares; 2025Q2: 154,909 shares; 2025Q3: 150,121 shares; 2025Q4: 144,333 shares; 2026Q1: 142,366 shares 142,366 $29.9M 0.66% -1,967 Timeline IWV 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: 85,766 shares; 2024Q4: 85,443 shares; 2025Q1: 82,135 shares; 2025Q2: 83,353 shares; 2025Q3: 82,343 shares; 2025Q4: not reported; 2026Q1: 76,523 shares 76,523 $28.4M 0.63% new 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: 33,981 shares; 2024Q4: 34,551 shares; 2025Q1: 39,296 shares; 2025Q2: 39,087 shares; 2025Q3: 39,940 shares; 2025Q4: not reported; 2026Q1: 47,956 shares 47,956 $27.4M 0.61% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,734 shares; 2024Q4: 129,740 shares; 2025Q1: 136,290 shares; 2025Q2: 131,282 shares; 2025Q3: 133,148 shares; 2025Q4: 139,052 shares; 2026Q1: 160,235 shares 160,235 $27.2M 0.6% +21,183 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,666 shares; 2024Q4: 39,351 shares; 2025Q1: 41,979 shares; 2025Q2: 45,641 shares; 2025Q3: 46,521 shares; 2025Q4: not reported; 2026Q1: 55,065 shares 55,065 $26.4M 0.58% new 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: 32,412 shares; 2024Q4: 34,524 shares; 2025Q1: 36,180 shares; 2025Q2: 37,963 shares; 2025Q3: 37,785 shares; 2025Q4: not reported; 2026Q1: 42,225 shares 42,225 $25.2M 0.56% new 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: 33,359 shares; 2024Q4: 38,348 shares; 2025Q1: 39,492 shares; 2025Q2: 36,218 shares; 2025Q3: 36,448 shares; 2025Q4: not reported; 2026Q1: 42,446 shares 42,446 $24.5M 0.54% new 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: 17,653 shares; 2024Q4: 19,825 shares; 2025Q1: 22,379 shares; 2025Q2: 24,309 shares; 2025Q3: 23,670 shares; 2025Q4: not reported; 2026Q1: 24,575 shares 24,575 $24.5M 0.54% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,770 shares; 2024Q4: 176,722 shares; 2025Q1: 169,778 shares; 2025Q2: 162,143 shares; 2025Q3: 162,923 shares; 2025Q4: 270,064 shares; 2026Q1: 269,504 shares 269,504 $24.1M 0.53% -560 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,636 shares; 2024Q4: 152,297 shares; 2025Q1: 150,485 shares; 2025Q2: 155,070 shares; 2025Q3: 162,178 shares; 2025Q4: 156,612 shares; 2026Q1: 165,930 shares 165,930 $23.6M 0.52% +9,318 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: 224,558 shares; 2024Q4: 236,460 shares; 2025Q1: 234,790 shares; 2025Q2: 248,064 shares; 2025Q3: 239,340 shares; 2025Q4: 240,119 shares; 2026Q1: 237,322 shares 237,322 $23.1M 0.51% -2,797 Timeline DFAE 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: 413,447 shares; 2024Q4: 487,353 shares; 2025Q1: 511,128 shares; 2025Q2: 562,899 shares; 2025Q3: 606,590 shares; 2025Q4: 651,493 shares; 2026Q1: 672,686 shares 672,686 $22.8M 0.5% +21,193 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: 24,361 shares; 2024Q4: 29,683 shares; 2025Q1: 37,712 shares; 2025Q2: 43,178 shares; 2025Q3: 44,993 shares; 2025Q4: not reported; 2026Q1: 72,334 shares 72,334 $22.4M 0.49% new 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: 85,511 shares; 2024Q4: 87,732 shares; 2025Q1: 85,848 shares; 2025Q2: 85,757 shares; 2025Q3: 85,438 shares; 2025Q4: not reported; 2026Q1: 84,594 shares 84,594 $21M 0.46% new Timeline DFAX 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: 522,885 shares; 2024Q4: 568,757 shares; 2025Q1: 590,989 shares; 2025Q2: 621,073 shares; 2025Q3: 674,460 shares; 2025Q4: 668,678 shares; 2026Q1: 608,449 shares 608,449 $20.7M 0.46% -60,229 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: 43,891 shares; 2024Q4: 48,732 shares; 2025Q1: 50,920 shares; 2025Q2: 51,570 shares; 2025Q3: 63,816 shares; 2025Q4: not reported; 2026Q1: 68,160 shares 68,160 $20M 0.44% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,950 shares; 2025Q1: 121,527 shares; 2025Q2: 55,809 shares; 2025Q3: 202,465 shares; 2025Q4: 168,104 shares; 2026Q1: 197,253 shares 197,253 $19.9M 0.44% +29,149 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: 76,211 shares; 2024Q4: 98,150 shares; 2025Q1: 94,052 shares; 2025Q2: 93,514 shares; 2025Q3: 125,872 shares; 2025Q4: 145,421 shares; 2026Q1: 152,830 shares 152,830 $19M 0.42% +7,409 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: not reported; 2026Q1: 24 shares 24 $17.2M 0.38% new 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: 135,973 shares; 2024Q4: 243,622 shares; 2025Q1: 245,792 shares; 2025Q2: 245,763 shares; 2025Q3: 252,891 shares; 2025Q4: 246,948 shares; 2026Q1: 257,436 shares 257,436 $16.5M 0.36% +10,488 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: 66,683 shares; 2024Q4: 70,228 shares; 2025Q1: 53,480 shares; 2025Q2: 100,176 shares; 2025Q3: 105,693 shares; 2025Q4: 124,418 shares; 2026Q1: 129,120 shares 129,120 $16.3M 0.36% +4,702 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 451 shares; 2025Q1: 32,438 shares; 2025Q2: 32,497 shares; 2025Q3: 32,532 shares; 2025Q4: not reported; 2026Q1: 32,427 shares 32,427 $15.1M 0.33% new 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: 7,867 shares; 2024Q4: 9,597 shares; 2025Q1: 10,421 shares; 2025Q2: 10,888 shares; 2025Q3: 11,909 shares; 2025Q4: not reported; 2026Q1: 15,617 shares 15,617 $14.4M 0.32% new 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: 45,544 shares; 2024Q4: 51,876 shares; 2025Q1: 53,944 shares; 2025Q2: 57,751 shares; 2025Q3: 47,925 shares; 2025Q4: not reported; 2026Q1: 57,697 shares 57,697 $14.1M 0.31% new 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: 53,086 shares; 2024Q4: 153,580 shares; 2025Q1: 77,969 shares; 2025Q2: 78,618 shares; 2025Q3: 94,185 shares; 2025Q4: not reported; 2026Q1: 90,650 shares 90,650 $13.3M 0.29% new Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,056 shares; 2024Q4: 355,538 shares; 2025Q1: 270,291 shares; 2025Q2: 279,256 shares; 2025Q3: 279,983 shares; 2025Q4: 279,630 shares; 2026Q1: 281,509 shares 281,509 $12.9M 0.28% +1,879 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: 52,818 shares; 2024Q4: 59,392 shares; 2025Q1: 57,318 shares; 2025Q2: 68,273 shares; 2025Q3: 79,474 shares; 2025Q4: not reported; 2026Q1: 82,602 shares 82,602 $12.8M 0.28% new 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: 71,008 shares; 2024Q4: 70,512 shares; 2025Q1: 71,385 shares; 2025Q2: 71,640 shares; 2025Q3: 71,706 shares; 2025Q4: not reported; 2026Q1: 70,644 shares 70,644 $12.7M 0.28% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,715 shares; 2024Q4: 26,918 shares; 2025Q1: 26,383 shares; 2025Q2: 28,212 shares; 2025Q3: 34,686 shares; 2025Q4: not reported; 2026Q1: 38,073 shares 38,073 $12.5M 0.28% new 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: 22,242 shares; 2024Q4: 27,468 shares; 2025Q1: 29,000 shares; 2025Q2: 28,785 shares; 2025Q3: 28,901 shares; 2025Q4: not reported; 2026Q1: 33,477 shares 33,477 $11.8M 0.26% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,256 shares; 2024Q4: 40,037 shares; 2025Q1: 40,158 shares; 2025Q2: 40,269 shares; 2025Q3: 40,377 shares; 2025Q4: not reported; 2026Q1: 39,293 shares 39,293 $11.7M 0.26% new 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: 35,106 shares; 2024Q4: 109,191 shares; 2025Q1: 109,296 shares; 2025Q2: 115,153 shares; 2025Q3: 120,231 shares; 2025Q4: 129,852 shares; 2026Q1: 151,312 shares 151,312 $11.7M 0.26% +21,460 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: 29,568 shares; 2024Q4: 38,278 shares; 2025Q1: 39,137 shares; 2025Q2: 52,883 shares; 2025Q3: 72,969 shares; 2025Q4: not reported; 2026Q1: 89,649 shares 89,649 $10.8M 0.24% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,335 shares; 2024Q4: 104,524 shares; 2025Q1: 105,971 shares; 2025Q2: 108,225 shares; 2025Q3: 108,360 shares; 2025Q4: 108,050 shares; 2026Q1: 108,462 shares 108,462 $10.5M 0.23% +412 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,711 shares; 2024Q4: 89,001 shares; 2025Q1: 87,866 shares; 2025Q2: 87,977 shares; 2025Q3: 88,793 shares; 2025Q4: not reported; 2026Q1: 88,990 shares 88,990 $10.3M 0.23% new 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: 705,007 shares; 2024Q4: 719,288 shares; 2025Q1: 718,476 shares; 2025Q2: 716,699 shares; 2025Q3: 696,732 shares; 2025Q4: 631,559 shares; 2026Q1: 636,631 shares 636,631 $10.1M 0.22% +5,072 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: 21,268 shares; 2024Q4: 33,923 shares; 2025Q1: 21,047 shares; 2025Q2: 21,427 shares; 2025Q3: 29,738 shares; 2025Q4: not reported; 2026Q1: 68,846 shares 68,846 $10.1M 0.22% new 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: 16,518 shares; 2024Q4: 45,956 shares; 2025Q1: 41,138 shares; 2025Q2: 41,161 shares; 2025Q3: 43,088 shares; 2025Q4: not reported; 2026Q1: 49,372 shares 49,372 $10M 0.22% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,342 shares; 2024Q4: 6,318 shares; 2025Q1: 7,636 shares; 2025Q2: 7,784 shares; 2025Q3: 17,253 shares; 2025Q4: not reported; 2026Q1: 29,193 shares 29,193 $9.86M 0.22% new 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: 27,091 shares; 2024Q4: 31,032 shares; 2025Q1: 34,215 shares; 2025Q2: 94,582 shares; 2025Q3: 126,586 shares; 2025Q4: 126,743 shares; 2026Q1: 128,257 shares 128,257 $9.63M 0.21% +1,514 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,565 shares; 2024Q4: 61,885 shares; 2025Q1: 48,207 shares; 2025Q2: 56,497 shares; 2025Q3: 71,893 shares; 2025Q4: not reported; 2026Q1: 63,458 shares 63,458 $9.57M 0.21% new 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: 139,021 shares; 2024Q4: 132,178 shares; 2025Q1: 133,229 shares; 2025Q2: 186,750 shares; 2025Q3: 235,094 shares; 2025Q4: 237,384 shares; 2026Q1: 215,116 shares 215,116 $9.49M 0.21% -22,268 Timeline SCZ 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: 113,535 shares; 2024Q4: 118,917 shares; 2025Q1: 117,938 shares; 2025Q2: 118,022 shares; 2025Q3: 116,681 shares; 2025Q4: 117,885 shares; 2026Q1: 118,810 shares 118,810 $9.32M 0.21% +925 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,052 shares; 2024Q4: 16,922 shares; 2025Q1: 16,408 shares; 2025Q2: 18,224 shares; 2025Q3: 19,446 shares; 2025Q4: not reported; 2026Q1: 20,697 shares 20,697 $9.04M 0.2% new 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: 1,724 shares; 2024Q4: 1,945 shares; 2025Q1: 2,090 shares; 2025Q2: 4,980 shares; 2025Q3: 8,950 shares; 2025Q4: not reported; 2026Q1: 26,541 shares 26,541 $8.65M 0.19% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 3,011 shares; 2025Q1: 3,098 shares; 2025Q2: 5,415 shares; 2025Q3: 46,647 shares; 2025Q4: not reported; 2026Q1: 52,126 shares 52,126 $8.56M 0.19% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,669 shares; 2024Q4: 8,887 shares; 2025Q1: 10,369 shares; 2025Q2: 25,320 shares; 2025Q3: 25,346 shares; 2025Q4: not reported; 2026Q1: 26,000 shares 26,000 $8.5M 0.19% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,793 shares; 2024Q4: 19,728 shares; 2025Q1: 21,831 shares; 2025Q2: 24,828 shares; 2025Q3: 34,473 shares; 2025Q4: 110,540 shares; 2026Q1: 139,568 shares 139,568 $8.46M 0.19% +29,028 Timeline DFSU 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: 94,441 shares; 2024Q4: 114,222 shares; 2025Q1: 138,557 shares; 2025Q2: 195,108 shares; 2025Q3: 182,094 shares; 2025Q4: 200,901 shares; 2026Q1: 204,667 shares 204,667 $8.41M 0.19% +3,766 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: 14,552 shares; 2024Q4: 31,965 shares; 2025Q1: 32,439 shares; 2025Q2: 32,707 shares; 2025Q3: 33,721 shares; 2025Q4: not reported; 2026Q1: 34,860 shares 34,860 $8.24M 0.18% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,362 shares; 2024Q4: 6,138 shares; 2025Q1: 6,070 shares; 2025Q2: 5,905 shares; 2025Q3: 5,538 shares; 2025Q4: not reported; 2026Q1: 5,419 shares 5,419 $7.98M 0.18% new 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: 26,451 shares; 2024Q4: 40,068 shares; 2025Q1: 43,336 shares; 2025Q2: 42,200 shares; 2025Q3: 51,480 shares; 2025Q4: not reported; 2026Q1: 55,237 shares 55,237 $7.98M 0.18% new 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: 13,752 shares; 2024Q4: 20,635 shares; 2025Q1: 21,118 shares; 2025Q2: 22,876 shares; 2025Q3: 22,733 shares; 2025Q4: not reported; 2026Q1: 26,247 shares 26,247 $7.93M 0.18% new 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: 17,457 shares; 2024Q4: 228,625 shares; 2025Q1: 222,662 shares; 2025Q2: 225,514 shares; 2025Q3: 297,252 shares; 2025Q4: 304,302 shares; 2026Q1: 315,388 shares 315,388 $7.92M 0.17% +11,086 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,682 shares; 2024Q4: 36,663 shares; 2025Q1: 31,982 shares; 2025Q2: 33,810 shares; 2025Q3: 34,090 shares; 2025Q4: not reported; 2026Q1: 35,515 shares 35,515 $7.59M 0.17% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,454 shares; 2025Q3: 3,342 shares; 2025Q4: not reported; 2026Q1: 5,473 shares 5,473 $7.55M 0.17% new 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: 9,587 shares; 2024Q4: 12,008 shares; 2025Q1: 11,873 shares; 2025Q2: 17,244 shares; 2025Q3: 20,888 shares; 2025Q4: not reported; 2026Q1: 26,348 shares 26,348 $7.48M 0.17% 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: 39,509 shares; 2024Q4: 42,618 shares; 2025Q1: 42,914 shares; 2025Q2: 40,593 shares; 2025Q3: 41,075 shares; 2025Q4: not reported; 2026Q1: 38,079 shares 38,079 $7.47M 0.16% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,133 shares; 2024Q4: 5,390 shares; 2025Q1: 4,985 shares; 2025Q2: 5,523 shares; 2025Q3: 5,675 shares; 2025Q4: not reported; 2026Q1: 77,455 shares 77,455 $7.45M 0.16% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,890 shares; 2024Q4: 7,409 shares; 2025Q1: 7,431 shares; 2025Q2: 6,805 shares; 2025Q3: 8,475 shares; 2025Q4: not reported; 2026Q1: 10,428 shares 10,428 $7.39M 0.16% new 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: 2,562 shares; 2024Q4: 3,315 shares; 2025Q1: 3,232 shares; 2025Q2: 5,404 shares; 2025Q3: 6,225 shares; 2025Q4: not reported; 2026Q1: 8,292 shares 8,292 $7.24M 0.16% new 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: 22,566 shares; 2024Q4: 25,668 shares; 2025Q1: 27,700 shares; 2025Q2: 32,209 shares; 2025Q3: 31,684 shares; 2025Q4: not reported; 2026Q1: 38,129 shares 38,129 $7.12M 0.16% new 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: 29,312 shares; 2024Q4: 28,047 shares; 2025Q1: 27,236 shares; 2025Q2: 26,616 shares; 2025Q3: 34,026 shares; 2025Q4: not reported; 2026Q1: 34,229 shares 34,229 $7.08M 0.16% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,689 shares; 2025Q2: 24,849 shares; 2025Q3: 179,190 shares; 2025Q4: 339,516 shares; 2026Q1: 402,962 shares 402,962 $7.08M 0.16% +63,446 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: 49,625 shares; 2024Q4: 74,187 shares; 2025Q1: 75,219 shares; 2025Q2: 73,901 shares; 2025Q3: 82,687 shares; 2025Q4: not reported; 2026Q1: 91,098 shares 91,098 $7.07M 0.16% new 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: 19,511 shares; 2024Q4: 22,912 shares; 2025Q1: 27,350 shares; 2025Q2: 28,020 shares; 2025Q3: 28,557 shares; 2025Q4: not reported; 2026Q1: 32,484 shares 32,484 $7.06M 0.16% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,370 shares; 2025Q3: 35,640 shares; 2025Q4: not reported; 2026Q1: 94,130 shares 94,130 $6.89M 0.15% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,551 shares; 2024Q4: 78,792 shares; 2025Q1: 81,636 shares; 2025Q2: 80,673 shares; 2025Q3: 80,430 shares; 2025Q4: not reported; 2026Q1: 84,253 shares 84,253 $6.63M 0.15% new 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: 3,804 shares; 2024Q4: 3,995 shares; 2025Q1: 4,191 shares; 2025Q2: 5,832 shares; 2025Q3: 5,724 shares; 2025Q4: not reported; 2026Q1: 10,904 shares 10,904 $6.59M 0.15% new 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: 9,343 shares; 2024Q4: 11,246 shares; 2025Q1: 11,264 shares; 2025Q2: 11,785 shares; 2025Q3: 11,816 shares; 2025Q4: not reported; 2026Q1: 15,300 shares 15,300 $6.58M 0.15% new 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: 74,519 shares; 2024Q4: 77,674 shares; 2025Q1: 83,244 shares; 2025Q2: 90,799 shares; 2025Q3: 88,791 shares; 2025Q4: not reported; 2026Q1: 97,485 shares 97,485 $6.58M 0.15% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,431 shares; 2024Q4: 202,411 shares; 2025Q1: 71,466 shares; 2025Q2: 67,772 shares; 2025Q3: 104,791 shares; 2025Q4: not reported; 2026Q1: 119,714 shares 119,714 $6.32M 0.14% new Timeline FTEC 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: 16,655 shares; 2024Q4: 18,113 shares; 2025Q1: 16,885 shares; 2025Q2: 17,058 shares; 2025Q3: 23,248 shares; 2025Q4: not reported; 2026Q1: 30,338 shares 30,338 $6.31M 0.14% new Timeline FIG FIGMA INC More: the full row for FIGMA 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: 271,050 shares; 2026Q1: 298,006 shares 298,006 $6.3M 0.14% +26,956 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: 11,448 shares; 2024Q4: 26,032 shares; 2025Q1: 25,709 shares; 2025Q2: 27,222 shares; 2025Q3: 24,129 shares; 2025Q4: not reported; 2026Q1: 21,805 shares 21,805 $6.26M 0.14% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,927 shares; 2024Q4: 9,771 shares; 2025Q1: 8,374 shares; 2025Q2: 12,256 shares; 2025Q3: 14,925 shares; 2025Q4: not reported; 2026Q1: 23,015 shares 23,015 $6.23M 0.14% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,729 shares; 2024Q4: 108,872 shares; 2025Q1: 107,907 shares; 2025Q2: 114,492 shares; 2025Q3: 129,189 shares; 2025Q4: 133,382 shares; 2026Q1: 126,892 shares 126,892 $6.19M 0.14% -6,490 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: 6,962 shares; 2024Q4: 38,717 shares; 2025Q1: 41,470 shares; 2025Q2: 71,538 shares; 2025Q3: 72,622 shares; 2025Q4: not reported; 2026Q1: 82,568 shares 82,568 $6.15M 0.14% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,038 shares; 2024Q4: 10,930 shares; 2025Q1: 11,414 shares; 2025Q2: 11,778 shares; 2025Q3: 12,129 shares; 2025Q4: not reported; 2026Q1: 18,077 shares 18,077 $6.11M 0.13% 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: 40,797 shares; 2024Q4: 66,233 shares; 2025Q1: 66,624 shares; 2025Q2: 69,194 shares; 2025Q3: 69,028 shares; 2025Q4: not reported; 2026Q1: 76,172 shares 76,172 $6.06M 0.13% new 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: 71,986 shares; 2024Q4: 74,460 shares; 2025Q1: 75,922 shares; 2025Q2: 76,762 shares; 2025Q3: 78,133 shares; 2025Q4: not reported; 2026Q1: 84,284 shares 84,284 $6.06M 0.13% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,792 shares; 2025Q3: 58,171 shares; 2025Q4: not reported; 2026Q1: 87,678 shares 87,678 $6.06M 0.13% new 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: 16,018 shares; 2024Q4: 44,249 shares; 2025Q1: 29,291 shares; 2025Q2: 20,931 shares; 2025Q3: 26,167 shares; 2025Q4: not reported; 2026Q1: 22,325 shares 22,325 $6.04M 0.13% new 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: 18,688 shares; 2024Q4: 21,011 shares; 2025Q1: 25,177 shares; 2025Q2: 25,042 shares; 2025Q3: 25,229 shares; 2025Q4: not reported; 2026Q1: 24,855 shares 24,855 $6.02M 0.13% new 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: 47,203 shares; 2024Q4: 45,034 shares; 2025Q1: 47,757 shares; 2025Q2: 53,522 shares; 2025Q3: 54,045 shares; 2025Q4: not reported; 2026Q1: 53,201 shares 53,201 $6.02M 0.13% new Timeline EFG 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: 52,719 shares; 2024Q4: 53,985 shares; 2025Q1: 54,451 shares; 2025Q2: 53,811 shares; 2025Q3: 53,809 shares; 2025Q4: not reported; 2026Q1: 53,634 shares 53,634 $5.97M 0.13% new 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: 46,964 shares; 2024Q4: 51,719 shares; 2025Q1: 57,040 shares; 2025Q2: 58,664 shares; 2025Q3: 57,419 shares; 2025Q4: not reported; 2026Q1: 57,736 shares 57,736 $5.93M 0.13% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,809 shares; 2024Q4: 21,617 shares; 2025Q1: 20,621 shares; 2025Q2: 21,639 shares; 2025Q3: 24,088 shares; 2025Q4: not reported; 2026Q1: 29,681 shares 29,681 $5.91M 0.13% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,189 shares; 2025Q1: 14,811 shares; 2025Q2: 16,930 shares; 2025Q3: 19,287 shares; 2025Q4: not reported; 2026Q1: 27,624 shares 27,624 $5.9M 0.13% new 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: 7,806 shares; 2025Q1: 19,610 shares; 2025Q2: 36,909 shares; 2025Q3: 40,520 shares; 2025Q4: not reported; 2026Q1: 47,932 shares 47,932 $5.89M 0.13% new 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: 116,647 shares; 2024Q4: 118,587 shares; 2025Q1: 116,560 shares; 2025Q2: 117,013 shares; 2025Q3: 117,208 shares; 2025Q4: 112,030 shares; 2026Q1: 102,766 shares 102,766 $5.84M 0.13% -9,264 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: 1,618 shares; 2024Q4: 1,825 shares; 2025Q1: 1,748 shares; 2025Q2: 4,451 shares; 2025Q3: 9,898 shares; 2025Q4: not reported; 2026Q1: 16,012 shares 16,012 $5.7M 0.13% new 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: 17,957 shares; 2024Q4: 34,563 shares; 2025Q1: 20,225 shares; 2025Q2: 26,095 shares; 2025Q3: 23,363 shares; 2025Q4: not reported; 2026Q1: 26,484 shares 26,484 $5.7M 0.13% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,965 shares; 2024Q4: 38,612 shares; 2025Q1: 42,546 shares; 2025Q2: 71,970 shares; 2025Q3: 48,074 shares; 2025Q4: not reported; 2026Q1: 41,680 shares 41,680 $5.61M 0.12% 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: 45,012 shares; 2024Q4: 44,040 shares; 2025Q1: 45,264 shares; 2025Q2: 49,684 shares; 2025Q3: 50,530 shares; 2025Q4: not reported; 2026Q1: 61,368 shares 61,368 $5.56M 0.12% new 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: 70,791 shares; 2024Q4: 211,330 shares; 2025Q1: 219,121 shares; 2025Q2: 220,148 shares; 2025Q3: 220,868 shares; 2025Q4: 222,605 shares; 2026Q1: 216,373 shares 216,373 $5.55M 0.12% -6,232 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: 7,037 shares; 2024Q4: 15,039 shares; 2025Q1: 14,885 shares; 2025Q2: 17,738 shares; 2025Q3: 20,027 shares; 2025Q4: not reported; 2026Q1: 34,723 shares 34,723 $5.55M 0.12% new 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: 17,465 shares; 2024Q4: 19,047 shares; 2025Q1: 18,962 shares; 2025Q2: 18,927 shares; 2025Q3: 19,085 shares; 2025Q4: not reported; 2026Q1: 24,177 shares 24,177 $5.46M 0.12% new Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428,280 shares; 2024Q4: 388,956 shares; 2025Q1: 332,420 shares; 2025Q2: 332,525 shares; 2025Q3: 332,570 shares; 2025Q4: 337,522 shares; 2026Q1: 348,109 shares 348,109 $5.45M 0.12% +10,587 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: 10,938 shares; 2024Q4: 12,054 shares; 2025Q1: 11,854 shares; 2025Q2: 10,569 shares; 2025Q3: 10,632 shares; 2025Q4: not reported; 2026Q1: 11,731 shares 11,731 $5.43M 0.12% new Timeline FSBC FIVE STAR BANCORP More: the full row for FIVE STAR BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,342 shares; 2024Q4: 141,342 shares; 2025Q1: 141,678 shares; 2025Q2: 141,931 shares; 2025Q3: 142,050 shares; 2025Q4: 142,107 shares; 2026Q1: 142,111 shares 142,111 $5.36M 0.12% +4 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: 9,903 shares; 2024Q4: 12,674 shares; 2025Q1: 14,906 shares; 2025Q2: 13,749 shares; 2025Q3: 13,355 shares; 2025Q4: not reported; 2026Q1: 15,550 shares 15,550 $5.31M 0.12% new 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: 11,759 shares; 2024Q4: 13,606 shares; 2025Q1: 13,924 shares; 2025Q2: 21,572 shares; 2025Q3: 29,167 shares; 2025Q4: not reported; 2026Q1: 48,647 shares 48,647 $5.27M 0.12% new Timeline AIRO AIRO GROUP HLDGS INC More: the full row for AIRO GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 682,191 shares 682,191 $5.19M 0.11% new Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 37,865 shares; 2025Q4: not reported; 2026Q1: 186,606 shares 186,606 $5.04M 0.11% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 13,587 shares; 2025Q1: 13,796 shares; 2025Q2: 20,123 shares; 2025Q3: 22,426 shares; 2025Q4: not reported; 2026Q1: 27,497 shares 27,497 $5.02M 0.11% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: 4,041 shares; 2025Q1: 4,469 shares; 2025Q2: 16,264 shares; 2025Q3: 23,218 shares; 2025Q4: not reported; 2026Q1: 23,477 shares 23,477 $4.89M 0.11% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,818 shares; 2024Q4: 16,134 shares; 2025Q1: 13,394 shares; 2025Q2: 13,655 shares; 2025Q3: 14,342 shares; 2025Q4: not reported; 2026Q1: 12,442 shares 12,442 $4.87M 0.11% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,491 shares; 2024Q4: 19,990 shares; 2025Q1: 20,972 shares; 2025Q2: 31,094 shares; 2025Q3: 33,911 shares; 2025Q4: not reported; 2026Q1: 42,419 shares 42,419 $4.81M 0.11% new 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: 25,797 shares; 2024Q4: 167,257 shares; 2025Q1: 161,403 shares; 2025Q2: 157,547 shares; 2025Q3: 165,891 shares; 2025Q4: 184,269 shares; 2026Q1: 193,142 shares 193,142 $4.78M 0.11% +8,873 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,747 shares; 2025Q3: 8,815 shares; 2025Q4: not reported; 2026Q1: 7,523 shares 7,523 $4.78M 0.11% new 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: 13,686 shares; 2024Q4: 17,018 shares; 2025Q1: 18,960 shares; 2025Q2: 18,896 shares; 2025Q3: 19,339 shares; 2025Q4: not reported; 2026Q1: 24,629 shares 24,629 $4.75M 0.1% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 948 shares; 2025Q1: 1,003 shares; 2025Q2: 571 shares; 2025Q3: 2,906 shares; 2025Q4: not reported; 2026Q1: 6,131 shares 6,131 $4.74M 0.1% new Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 939,580 shares; 2024Q4: 939,320 shares; 2025Q1: 629,635 shares; 2025Q2: 626,584 shares; 2025Q3: 627,597 shares; 2025Q4: 628,046 shares; 2026Q1: 633,595 shares 633,595 $4.63M 0.1% +5,549 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: 22,795 shares; 2024Q4: 23,239 shares; 2025Q1: 22,631 shares; 2025Q2: 22,001 shares; 2025Q3: 21,169 shares; 2025Q4: not reported; 2026Q1: 21,152 shares 21,152 $4.6M 0.1% new Timeline HAPN HAPPEN INC More: the full row for HAPPEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454,858 shares; 2024Q4: 411,070 shares; 2025Q1: 411,070 shares; 2025Q2: 411,183 shares; 2025Q3: 411,329 shares; 2025Q4: 311,340 shares; 2026Q1: 318,924 shares 318,924 $4.57M 0.1% +7,584 Timeline VBK 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: 11,018 shares; 2024Q4: 11,160 shares; 2025Q1: 11,624 shares; 2025Q2: 14,747 shares; 2025Q3: 14,381 shares; 2025Q4: not reported; 2026Q1: 15,107 shares 15,107 $4.57M 0.1% new 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: 6,508 shares; 2024Q4: 8,531 shares; 2025Q1: 23,114 shares; 2025Q2: 32,224 shares; 2025Q3: 31,647 shares; 2025Q4: not reported; 2026Q1: 27,566 shares 27,566 $4.56M 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: 2,723 shares; 2024Q4: 2,753 shares; 2025Q1: 2,714 shares; 2025Q2: 3,342 shares; 2025Q3: 2,902 shares; 2025Q4: not reported; 2026Q1: 42,949 shares 42,949 $4.49M 0.1% new 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: 24,091 shares; 2024Q4: 29,944 shares; 2025Q1: 31,125 shares; 2025Q2: 33,046 shares; 2025Q3: 33,941 shares; 2025Q4: not reported; 2026Q1: 36,117 shares 36,117 $4.49M 0.1% new 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: 3,033 shares; 2024Q4: 3,176 shares; 2025Q1: 3,238 shares; 2025Q2: 4,034 shares; 2025Q3: 4,070 shares; 2025Q4: not reported; 2026Q1: 10,465 shares 10,465 $4.45M 0.1% new 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: 54,382 shares; 2024Q4: 81,641 shares; 2025Q1: 82,765 shares; 2025Q2: 84,768 shares; 2025Q3: 82,251 shares; 2025Q4: not reported; 2026Q1: 82,327 shares 82,327 $4.45M 0.1% new 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: 14,562 shares; 2024Q4: 19,930 shares; 2025Q1: 20,081 shares; 2025Q2: 20,490 shares; 2025Q3: 23,585 shares; 2025Q4: not reported; 2026Q1: 24,078 shares 24,078 $4.44M 0.1% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,796 shares; 2024Q4: 6,824 shares; 2025Q1: 6,955 shares; 2025Q2: 7,901 shares; 2025Q3: 8,968 shares; 2025Q4: not reported; 2026Q1: 8,768 shares 8,768 $4.38M 0.1% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,925 shares; 2024Q4: 14,807 shares; 2025Q1: 14,267 shares; 2025Q2: 32,693 shares; 2025Q3: 35,084 shares; 2025Q4: not reported; 2026Q1: 74,182 shares 74,182 $4.36M 0.1% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,207 shares; 2024Q4: 6,188 shares; 2025Q1: 7,055 shares; 2025Q2: 10,390 shares; 2025Q3: 11,671 shares; 2025Q4: not reported; 2026Q1: 22,915 shares 22,915 $4.34M 0.1% new 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: 5,208 shares; 2024Q4: 6,481 shares; 2025Q1: 12,110 shares; 2025Q2: 11,697 shares; 2025Q3: 12,651 shares; 2025Q4: not reported; 2026Q1: 14,328 shares 14,328 $4.33M 0.1% new 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: 2,468 shares; 2024Q4: 2,885 shares; 2025Q1: 2,908 shares; 2025Q2: 4,967 shares; 2025Q3: 9,077 shares; 2025Q4: not reported; 2026Q1: 12,560 shares 12,560 $4.31M 0.1% new 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: 3,152 shares; 2024Q4: not reported; 2025Q1: 5,345 shares; 2025Q2: 20,180 shares; 2025Q3: 49,174 shares; 2025Q4: 139,542 shares; 2026Q1: 129,555 shares 129,555 $4.24M 0.09% -9,987 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,466 shares 55,466 $4.2M 0.09% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,556 shares; 2024Q4: 57,300 shares; 2025Q1: 41,313 shares; 2025Q2: 43,366 shares; 2025Q3: 44,068 shares; 2025Q4: not reported; 2026Q1: 60,129 shares 60,129 $4.19M 0.09% new 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: 11,275 shares; 2024Q4: 19,822 shares; 2025Q1: 19,483 shares; 2025Q2: 19,980 shares; 2025Q3: 20,034 shares; 2025Q4: not reported; 2026Q1: 19,037 shares 19,037 $4.17M 0.09% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,045 shares; 2024Q4: 24,240 shares; 2025Q1: 24,856 shares; 2025Q2: 31,181 shares; 2025Q3: 35,717 shares; 2025Q4: not reported; 2026Q1: 44,317 shares 44,317 $4.16M 0.09% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,399 shares; 2024Q4: 11,661 shares; 2025Q1: 7,457 shares; 2025Q2: 7,402 shares; 2025Q3: 7,578 shares; 2025Q4: not reported; 2026Q1: 52,951 shares 52,951 $4.15M 0.09% new 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: 24,863 shares; 2024Q4: 26,767 shares; 2025Q1: 28,464 shares; 2025Q2: 28,265 shares; 2025Q3: 29,971 shares; 2025Q4: not reported; 2026Q1: 42,858 shares 42,858 $4.13M 0.09% new 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: 2,941 shares; 2024Q4: 3,672 shares; 2025Q1: 3,787 shares; 2025Q2: 5,047 shares; 2025Q3: 4,860 shares; 2025Q4: not reported; 2026Q1: 8,940 shares 8,940 $4.12M 0.09% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 251 shares; 2025Q1: 266 shares; 2025Q2: 353 shares; 2025Q3: 447 shares; 2025Q4: not reported; 2026Q1: 967 shares 967 $4.07M 0.09% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,012 shares; 2025Q3: 12,356 shares; 2025Q4: not reported; 2026Q1: 19,142 shares 19,142 $4.06M 0.09% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,013 shares; 2024Q4: 17,356 shares; 2025Q1: 18,501 shares; 2025Q2: 27,679 shares; 2025Q3: 28,745 shares; 2025Q4: not reported; 2026Q1: 31,228 shares 31,228 $4.02M 0.09% new 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: 7,637 shares; 2024Q4: 9,286 shares; 2025Q1: 10,778 shares; 2025Q2: 11,128 shares; 2025Q3: 11,148 shares; 2025Q4: not reported; 2026Q1: 12,907 shares 12,907 $4.01M 0.09% new 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: 48,201 shares; 2024Q4: 666,318 shares; 2025Q1: 661,719 shares; 2025Q2: 542,777 shares; 2025Q3: 558,023 shares; 2025Q4: 435,487 shares; 2026Q1: 140,565 shares 140,565 $3.95M 0.09% -294,922 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,966 shares; 2024Q4: 3,474 shares; 2025Q1: 4,116 shares; 2025Q2: 3,621 shares; 2025Q3: 3,972 shares; 2025Q4: not reported; 2026Q1: 4,645 shares 4,645 $3.93M 0.09% new 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: 13,984 shares; 2024Q4: 10,397 shares; 2025Q1: 13,176 shares; 2025Q2: 19,562 shares; 2025Q3: 23,752 shares; 2025Q4: not reported; 2026Q1: 29,303 shares 29,303 $3.87M 0.09% new Timeline VOT 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: 8,827 shares; 2024Q4: 11,500 shares; 2025Q1: 11,506 shares; 2025Q2: 11,602 shares; 2025Q3: 11,867 shares; 2025Q4: not reported; 2026Q1: 14,978 shares 14,978 $3.85M 0.09% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,712 shares; 2025Q3: 9,920 shares; 2025Q4: not reported; 2026Q1: 15,349 shares 15,349 $3.85M 0.08% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 10,239 shares; 2025Q1: 11,408 shares; 2025Q2: 5,841 shares; 2025Q3: 12,396 shares; 2025Q4: not reported; 2026Q1: 21,109 shares 21,109 $3.85M 0.08% new Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 31,116 shares; 2025Q3: 37,963 shares; 2025Q4: not reported; 2026Q1: 40,351 shares 40,351 $3.8M 0.08% new 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: 13,533 shares; 2024Q4: 18,438 shares; 2025Q1: 18,260 shares; 2025Q2: 17,588 shares; 2025Q3: 19,436 shares; 2025Q4: not reported; 2026Q1: 19,114 shares 19,114 $3.79M 0.08% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,202 shares; 2024Q4: 3,552 shares; 2025Q1: 3,881 shares; 2025Q2: 4,052 shares; 2025Q3: 4,194 shares; 2025Q4: not reported; 2026Q1: 8,648 shares 8,648 $3.74M 0.08% new Timeline DFSI 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: 41,325 shares; 2024Q4: 53,420 shares; 2025Q1: 67,468 shares; 2025Q2: 70,677 shares; 2025Q3: 70,495 shares; 2025Q4: not reported; 2026Q1: 87,640 shares 87,640 $3.72M 0.08% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,340 shares; 2025Q3: 6,351 shares; 2025Q4: not reported; 2026Q1: 12,484 shares 12,484 $3.7M 0.08% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: 2,112 shares; 2025Q1: 2,473 shares; 2025Q2: 4,133 shares; 2025Q3: 5,144 shares; 2025Q4: not reported; 2026Q1: 6,861 shares 6,861 $3.69M 0.08% new Timeline WRD WERIDE INC More: the full row for WERIDE 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: 444,823 shares; 2025Q4: 444,723 shares; 2026Q1: 444,723 shares 444,723 $3.6M 0.08% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,994 shares; 2025Q4: not reported; 2026Q1: 86,114 shares 86,114 $3.59M 0.08% new 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: 5,778 shares; 2024Q4: 8,738 shares; 2025Q1: 10,105 shares; 2025Q2: 10,194 shares; 2025Q3: 12,119 shares; 2025Q4: not reported; 2026Q1: 20,678 shares 20,678 $3.59M 0.08% new 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: 8,778 shares; 2024Q4: 11,978 shares; 2025Q1: 12,143 shares; 2025Q2: 12,827 shares; 2025Q3: 12,925 shares; 2025Q4: not reported; 2026Q1: 13,650 shares 13,650 $3.58M 0.08% new 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: 1,715 shares; 2024Q4: 2,313 shares; 2025Q1: 2,348 shares; 2025Q2: 3,058 shares; 2025Q3: 3,128 shares; 2025Q4: not reported; 2026Q1: 5,050 shares 5,050 $3.52M 0.08% new Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 36,870 shares 36,870 $3.52M 0.08% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,411 shares; 2024Q4: 48,274 shares; 2025Q1: 36,273 shares; 2025Q2: 39,436 shares; 2025Q3: 55,734 shares; 2025Q4: not reported; 2026Q1: 67,095 shares 67,095 $3.49M 0.08% new Timeline DFSE 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: 55,164 shares; 2024Q4: 59,482 shares; 2025Q1: 64,482 shares; 2025Q2: 71,492 shares; 2025Q3: 72,881 shares; 2025Q4: not reported; 2026Q1: 82,127 shares 82,127 $3.48M 0.08% new 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: 34,481 shares; 2024Q4: 39,072 shares; 2025Q1: 40,682 shares; 2025Q2: 39,544 shares; 2025Q3: 40,493 shares; 2025Q4: not reported; 2026Q1: 45,730 shares 45,730 $3.48M 0.08% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,901 shares; 2024Q4: 8,068 shares; 2025Q1: 7,505 shares; 2025Q2: 10,750 shares; 2025Q3: 15,094 shares; 2025Q4: not reported; 2026Q1: 14,191 shares 14,191 $3.45M 0.08% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,442 shares; 2024Q4: 28,282 shares; 2025Q1: 29,314 shares; 2025Q2: 30,135 shares; 2025Q3: 30,551 shares; 2025Q4: not reported; 2026Q1: 37,055 shares 37,055 $3.44M 0.08% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,622 shares; 2024Q4: 16,840 shares; 2025Q1: 19,008 shares; 2025Q2: 16,081 shares; 2025Q3: 16,631 shares; 2025Q4: not reported; 2026Q1: 17,635 shares 17,635 $3.42M 0.08% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,871 shares; 2024Q4: 6,194 shares; 2025Q1: 6,149 shares; 2025Q2: 8,909 shares; 2025Q3: 8,481 shares; 2025Q4: not reported; 2026Q1: 8,132 shares 8,132 $3.39M 0.07% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,445 shares; 2025Q3: 7,702 shares; 2025Q4: not reported; 2026Q1: 8,647 shares 8,647 $3.36M 0.07% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,106 shares; 2024Q4: 10,327 shares; 2025Q1: 12,152 shares; 2025Q2: 24,761 shares; 2025Q3: 14,447 shares; 2025Q4: not reported; 2026Q1: 40,746 shares 40,746 $3.33M 0.07% 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: 1,575 shares; 2025Q1: 1,574 shares; 2025Q2: 1,699 shares; 2025Q3: 1,595 shares; 2025Q4: not reported; 2026Q1: 3,447 shares 3,447 $3.32M 0.07% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,192 shares; 2025Q1: 2,431 shares; 2025Q2: 11,323 shares; 2025Q3: 16,311 shares; 2025Q4: not reported; 2026Q1: 14,287 shares 14,287 $3.3M 0.07% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 18,495 shares; 2025Q1: 18,647 shares; 2025Q2: 20,644 shares; 2025Q3: 20,953 shares; 2025Q4: not reported; 2026Q1: 22,550 shares 22,550 $3.29M 0.07% new 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: 8,234 shares; 2024Q4: 17,624 shares; 2025Q1: 18,107 shares; 2025Q2: 20,613 shares; 2025Q3: 23,086 shares; 2025Q4: not reported; 2026Q1: 25,981 shares 25,981 $3.28M 0.07% new 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: 6,872 shares; 2024Q4: 9,174 shares; 2025Q1: 13,326 shares; 2025Q2: 32,900 shares; 2025Q3: 36,509 shares; 2025Q4: not reported; 2026Q1: 48,684 shares 48,684 $3.24M 0.07% new 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: 9,463 shares; 2024Q4: 9,209 shares; 2025Q1: 9,280 shares; 2025Q2: 9,470 shares; 2025Q3: 10,111 shares; 2025Q4: not reported; 2026Q1: 12,975 shares 12,975 $3.15M 0.07% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,986 shares; 2025Q2: 18,813 shares; 2025Q3: 22,486 shares; 2025Q4: not reported; 2026Q1: 37,562 shares 37,562 $3.15M 0.07% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,436 shares; 2024Q4: 21,374 shares; 2025Q1: 20,375 shares; 2025Q2: 20,562 shares; 2025Q3: 20,260 shares; 2025Q4: not reported; 2026Q1: 22,690 shares 22,690 $3.14M 0.07% new 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: 8,005 shares; 2024Q4: 10,028 shares; 2025Q1: 12,010 shares; 2025Q2: 14,482 shares; 2025Q3: 14,152 shares; 2025Q4: not reported; 2026Q1: 16,303 shares 16,303 $3.13M 0.07% new 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: 3,421 shares; 2024Q4: 4,409 shares; 2025Q1: 4,690 shares; 2025Q2: 4,975 shares; 2025Q3: 5,063 shares; 2025Q4: not reported; 2026Q1: 6,327 shares 6,327 $3.11M 0.07% new 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: 1,725 shares; 2024Q4: 2,523 shares; 2025Q1: 2,453 shares; 2025Q2: 3,265 shares; 2025Q3: 2,973 shares; 2025Q4: not reported; 2026Q1: 3,562 shares 3,562 $3.08M 0.07% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,403 shares; 2024Q4: 12,126 shares; 2025Q1: 13,376 shares; 2025Q2: 17,917 shares; 2025Q3: 16,535 shares; 2025Q4: not reported; 2026Q1: 31,115 shares 31,115 $3.06M 0.07% new 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: 13,659 shares; 2024Q4: 16,836 shares; 2025Q1: 17,759 shares; 2025Q2: 22,382 shares; 2025Q3: 15,964 shares; 2025Q4: not reported; 2026Q1: 20,635 shares 20,635 $3.06M 0.07% new 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: 66,279 shares; 2024Q4: 166,265 shares; 2025Q1: 111,716 shares; 2025Q2: 119,924 shares; 2025Q3: 131,247 shares; 2025Q4: 106,716 shares; 2026Q1: 106,044 shares 106,044 $3.04M 0.07% -672 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: not reported; 2024Q4: 6,572 shares; 2025Q1: 4,498 shares; 2025Q2: 4,764 shares; 2025Q3: 5,645 shares; 2025Q4: not reported; 2026Q1: 6,133 shares 6,133 $3.04M 0.07% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,293 shares; 2024Q4: 9,937 shares; 2025Q1: 10,139 shares; 2025Q2: 10,230 shares; 2025Q3: 10,475 shares; 2025Q4: not reported; 2026Q1: 9,670 shares 9,670 $3.03M 0.07% new 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: 19,293 shares; 2024Q4: 30,762 shares; 2025Q1: 29,251 shares; 2025Q2: 31,143 shares; 2025Q3: 34,933 shares; 2025Q4: not reported; 2026Q1: 34,040 shares 34,040 $3.02M 0.07% new 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: 3,848 shares; 2024Q4: 4,427 shares; 2025Q1: 6,421 shares; 2025Q2: 4,559 shares; 2025Q3: 4,693 shares; 2025Q4: not reported; 2026Q1: 6,756 shares 6,756 $3.02M 0.07% new Timeline RSMC TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120,663 shares; 2025Q1: 120,663 shares; 2025Q2: 120,663 shares; 2025Q3: 120,663 shares; 2025Q4: 120,663 shares; 2026Q1: 120,663 shares 120,663 $3M 0.07% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,447 shares; 2025Q3: 2,009 shares; 2025Q4: not reported; 2026Q1: 4,001 shares 4,001 $2.95M 0.07% new 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: 27,150 shares; 2024Q4: 27,376 shares; 2025Q1: 27,464 shares; 2025Q2: 31,841 shares; 2025Q3: 28,559 shares; 2025Q4: not reported; 2026Q1: 46,988 shares 46,988 $2.95M 0.07% new 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: 5,386 shares; 2024Q4: 7,803 shares; 2025Q1: 7,864 shares; 2025Q2: 7,754 shares; 2025Q3: 7,776 shares; 2025Q4: not reported; 2026Q1: 7,342 shares 7,342 $2.87M 0.06% new Timeline IWP 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: 23,802 shares; 2024Q4: 19,284 shares; 2025Q1: 17,704 shares; 2025Q2: 18,061 shares; 2025Q3: 17,351 shares; 2025Q4: not reported; 2026Q1: 22,207 shares 22,207 $2.85M 0.06% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,827 shares; 2024Q4: 105,089 shares; 2025Q1: 104,646 shares; 2025Q2: 96,418 shares; 2025Q3: 92,210 shares; 2025Q4: not reported; 2026Q1: 92,461 shares 92,461 $2.84M 0.06% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,793 shares; 2024Q4: 9,477 shares; 2025Q1: 11,163 shares; 2025Q2: 10,624 shares; 2025Q3: 9,383 shares; 2025Q4: not reported; 2026Q1: 21,122 shares 21,122 $2.81M 0.06% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 4,988 shares; 2025Q1: 6,076 shares; 2025Q2: 11,463 shares; 2025Q3: 11,506 shares; 2025Q4: not reported; 2026Q1: 11,489 shares 11,489 $2.81M 0.06% new 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: 3,270 shares; 2024Q4: 4,548 shares; 2025Q1: 4,219 shares; 2025Q2: 4,319 shares; 2025Q3: 4,416 shares; 2025Q4: not reported; 2026Q1: 4,934 shares 4,934 $2.78M 0.06% new Timeline IWS 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: 20,469 shares; 2024Q4: 20,670 shares; 2025Q1: 19,626 shares; 2025Q2: 19,957 shares; 2025Q3: 20,599 shares; 2025Q4: not reported; 2026Q1: 18,934 shares 18,934 $2.76M 0.06% new 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: 47,376 shares; 2024Q4: 52,998 shares; 2025Q1: 50,543 shares; 2025Q2: 50,712 shares; 2025Q3: 51,235 shares; 2025Q4: not reported; 2026Q1: 55,448 shares 55,448 $2.74M 0.06% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,588 shares; 2025Q4: not reported; 2026Q1: 22,954 shares 22,954 $2.73M 0.06% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,922 shares; 2024Q4: 14,034 shares; 2025Q1: 12,710 shares; 2025Q2: 12,674 shares; 2025Q3: 12,816 shares; 2025Q4: not reported; 2026Q1: 12,856 shares 12,856 $2.71M 0.06% new 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: 2,890 shares; 2024Q4: 3,277 shares; 2025Q1: 3,742 shares; 2025Q2: 4,736 shares; 2025Q3: 6,269 shares; 2025Q4: not reported; 2026Q1: 9,242 shares 9,242 $2.7M 0.06% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,418 shares; 2024Q4: 3,736 shares; 2025Q1: 3,724 shares; 2025Q2: 4,354 shares; 2025Q3: 3,781 shares; 2025Q4: not reported; 2026Q1: 9,981 shares 9,981 $2.66M 0.06% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,591 shares; 2024Q4: 6,705 shares; 2025Q1: 7,688 shares; 2025Q2: 17,567 shares; 2025Q3: 17,577 shares; 2025Q4: not reported; 2026Q1: 19,406 shares 19,406 $2.64M 0.06% new Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS 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: 145,887 shares 145,887 $2.63M 0.06% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,501 shares; 2024Q4: 44,781 shares; 2025Q1: 40,852 shares; 2025Q2: 42,598 shares; 2025Q3: 40,774 shares; 2025Q4: not reported; 2026Q1: 49,767 shares 49,767 $2.62M 0.06% new 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: 7,270 shares; 2024Q4: 7,516 shares; 2025Q1: 8,359 shares; 2025Q2: 9,916 shares; 2025Q3: 9,865 shares; 2025Q4: not reported; 2026Q1: 13,626 shares 13,626 $2.62M 0.06% new 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: 3,955 shares; 2024Q4: 4,564 shares; 2025Q1: 4,483 shares; 2025Q2: 4,840 shares; 2025Q3: 4,809 shares; 2025Q4: not reported; 2026Q1: 7,823 shares 7,823 $2.57M 0.06% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,282 shares; 2024Q4: 43,986 shares; 2025Q1: 44,774 shares; 2025Q2: 41,358 shares; 2025Q3: 42,758 shares; 2025Q4: not reported; 2026Q1: 50,956 shares 50,956 $2.56M 0.06% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,498 shares; 2025Q2: 13,766 shares; 2025Q3: 20,351 shares; 2025Q4: not reported; 2026Q1: 17,941 shares 17,941 $2.53M 0.06% new 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: 11,909 shares; 2024Q4: 14,359 shares; 2025Q1: 15,050 shares; 2025Q2: 17,258 shares; 2025Q3: 17,634 shares; 2025Q4: not reported; 2026Q1: 18,108 shares 18,108 $2.52M 0.06% new Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,790 shares; 2025Q3: 10,216 shares; 2025Q4: not reported; 2026Q1: 18,872 shares 18,872 $2.49M 0.05% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,860 shares; 2024Q4: 21,266 shares; 2025Q1: 22,915 shares; 2025Q2: 24,248 shares; 2025Q3: 27,664 shares; 2025Q4: not reported; 2026Q1: 28,247 shares 28,247 $2.45M 0.05% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,344 shares; 2025Q3: 16,030 shares; 2025Q4: not reported; 2026Q1: 19,829 shares 19,829 $2.44M 0.05% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,644 shares; 2025Q4: not reported; 2026Q1: 21,779 shares 21,779 $2.41M 0.05% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,228 shares; 2024Q4: 81,855 shares; 2025Q1: 86,578 shares; 2025Q2: 90,338 shares; 2025Q3: 78,160 shares; 2025Q4: not reported; 2026Q1: 33,662 shares 33,662 $2.4M 0.05% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 777 shares; 2025Q1: 1,575 shares; 2025Q2: 1,810 shares; 2025Q3: 1,945 shares; 2025Q4: not reported; 2026Q1: 5,384 shares 5,384 $2.39M 0.05% new 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: 11,597 shares; 2024Q4: 12,782 shares; 2025Q1: 13,382 shares; 2025Q2: 12,164 shares; 2025Q3: 12,711 shares; 2025Q4: not reported; 2026Q1: 14,517 shares 14,517 $2.39M 0.05% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,482 shares; 2025Q3: 37,325 shares; 2025Q4: not reported; 2026Q1: 43,967 shares 43,967 $2.39M 0.05% 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: 10,748 shares; 2024Q4: 17,702 shares; 2025Q1: 35,981 shares; 2025Q2: 36,331 shares; 2025Q3: 39,604 shares; 2025Q4: not reported; 2026Q1: 36,110 shares 36,110 $2.38M 0.05% new 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: 18,471 shares; 2024Q4: 18,777 shares; 2025Q1: 18,914 shares; 2025Q2: 19,071 shares; 2025Q3: 19,210 shares; 2025Q4: not reported; 2026Q1: 13,718 shares 13,718 $2.37M 0.05% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,218 shares; 2024Q4: 10,026 shares; 2025Q1: 8,765 shares; 2025Q2: 9,446 shares; 2025Q3: 9,963 shares; 2025Q4: not reported; 2026Q1: 11,669 shares 11,669 $2.37M 0.05% new 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: 9,506 shares; 2024Q4: 10,601 shares; 2025Q1: 9,672 shares; 2025Q2: 10,013 shares; 2025Q3: 16,473 shares; 2025Q4: not reported; 2026Q1: 17,904 shares 17,904 $2.35M 0.05% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,042 shares; 2025Q3: 8,555 shares; 2025Q4: not reported; 2026Q1: 11,699 shares 11,699 $2.34M 0.05% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,993 shares; 2025Q2: 9,354 shares; 2025Q3: 8,353 shares; 2025Q4: not reported; 2026Q1: 13,899 shares 13,899 $2.3M 0.05% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,484 shares; 2024Q4: 12,414 shares; 2025Q1: 9,243 shares; 2025Q2: 10,401 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,925 shares 54,925 $2.29M 0.05% new 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: not reported; 2024Q4: 11,253 shares; 2025Q1: 12,976 shares; 2025Q2: 14,761 shares; 2025Q3: 44,185 shares; 2025Q4: not reported; 2026Q1: 67,481 shares 67,481 $2.26M 0.05% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,809 shares; 2025Q1: 3,985 shares; 2025Q2: 12,239 shares; 2025Q3: 12,740 shares; 2025Q4: not reported; 2026Q1: 17,090 shares 17,090 $2.24M 0.05% new 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: 8,862 shares; 2024Q4: 14,570 shares; 2025Q1: 14,639 shares; 2025Q2: 14,669 shares; 2025Q3: 16,157 shares; 2025Q4: not reported; 2026Q1: 20,303 shares 20,303 $2.23M 0.05% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 2,970 shares; 2025Q1: 2,810 shares; 2025Q2: 3,513 shares; 2025Q3: 3,545 shares; 2025Q4: not reported; 2026Q1: 3,239 shares 3,239 $2.21M 0.05% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,466 shares; 2025Q3: 2,884 shares; 2025Q4: not reported; 2026Q1: 9,578 shares 9,578 $2.19M 0.05% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,559 shares; 2025Q3: 4,060 shares; 2025Q4: not reported; 2026Q1: 4,542 shares 4,542 $2.18M 0.05% new Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,878 shares; 2025Q3: 3,012 shares; 2025Q4: not reported; 2026Q1: 13,098 shares 13,098 $2.16M 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: 5,200 shares; 2025Q2: 13,892 shares; 2025Q3: 17,663 shares; 2025Q4: not reported; 2026Q1: 35,833 shares 35,833 $2.15M 0.05% new 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: 8,836 shares; 2025Q3: 11,780 shares; 2025Q4: not reported; 2026Q1: 24,515 shares 24,515 $2.15M 0.05% new Timeline SIXA EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,375 shares; 2024Q4: 50,375 shares; 2025Q1: 41,209 shares; 2025Q2: 41,209 shares; 2025Q3: 41,209 shares; 2025Q4: not reported; 2026Q1: 41,209 shares 41,209 $2.15M 0.05% new 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: 6,057 shares; 2024Q4: 5,981 shares; 2025Q1: 6,002 shares; 2025Q2: 5,928 shares; 2025Q3: 5,819 shares; 2025Q4: not reported; 2026Q1: 7,853 shares 7,853 $2.14M 0.05% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,573 shares; 2025Q3: 19,324 shares; 2025Q4: not reported; 2026Q1: 33,172 shares 33,172 $2.13M 0.05% new 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: 4,685 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,892 shares; 2025Q3: 11,980 shares; 2025Q4: not reported; 2026Q1: 42,593 shares 42,593 $2.12M 0.05% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,837 shares; 2024Q4: 1,828 shares; 2025Q1: 2,044 shares; 2025Q2: 3,506 shares; 2025Q3: 3,524 shares; 2025Q4: not reported; 2026Q1: 4,038 shares 4,038 $2.11M 0.05% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,402 shares; 2025Q1: 3,458 shares; 2025Q2: 3,636 shares; 2025Q3: 3,934 shares; 2025Q4: not reported; 2026Q1: 4,437 shares 4,437 $2.1M 0.05% new Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES 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: 6,385 shares 6,385 $2.08M 0.05% new Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,583 shares; 2024Q4: 49,922 shares; 2025Q1: 46,404 shares; 2025Q2: 73,556 shares; 2025Q3: 77,900 shares; 2025Q4: not reported; 2026Q1: 78,227 shares 78,227 $2.05M 0.05% new 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: 4,541 shares; 2024Q4: 6,861 shares; 2025Q1: 6,848 shares; 2025Q2: 6,666 shares; 2025Q3: 7,026 shares; 2025Q4: not reported; 2026Q1: 8,902 shares 8,902 $2.05M 0.05% new 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: 8,441 shares; 2024Q4: 7,279 shares; 2025Q1: 7,308 shares; 2025Q2: 6,993 shares; 2025Q3: 7,269 shares; 2025Q4: not reported; 2026Q1: 6,329 shares 6,329 $2.04M 0.05% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,529 shares; 2024Q4: 9,336 shares; 2025Q1: 9,829 shares; 2025Q2: 17,309 shares; 2025Q3: 23,144 shares; 2025Q4: not reported; 2026Q1: 13,554 shares 13,554 $2.04M 0.04% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,021 shares; 2024Q4: 6,080 shares; 2025Q1: 6,834 shares; 2025Q2: 6,528 shares; 2025Q3: 7,610 shares; 2025Q4: not reported; 2026Q1: 16,778 shares 16,778 $2.03M 0.04% new 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: 4,057 shares; 2024Q4: 6,500 shares; 2025Q1: 6,646 shares; 2025Q2: 7,930 shares; 2025Q3: 8,246 shares; 2025Q4: not reported; 2026Q1: 9,770 shares 9,770 $2.03M 0.04% new Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,551 shares; 2024Q4: 5,885 shares; 2025Q1: 5,777 shares; 2025Q2: 6,262 shares; 2025Q3: 6,349 shares; 2025Q4: not reported; 2026Q1: 9,874 shares 9,874 $2.02M 0.04% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,304 shares; 2025Q4: not reported; 2026Q1: 5,310 shares 5,310 $2.02M 0.04% new 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: 27,195 shares; 2024Q4: 32,620 shares; 2025Q1: 32,559 shares; 2025Q2: 36,760 shares; 2025Q3: 37,127 shares; 2025Q4: not reported; 2026Q1: 53,087 shares 53,087 $2.01M 0.04% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,481 shares; 2025Q3: 17,691 shares; 2025Q4: not reported; 2026Q1: 24,904 shares 24,904 $2M 0.04% new Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,629 shares; 2025Q3: 17,180 shares; 2025Q4: not reported; 2026Q1: 21,123 shares 21,123 $1.97M 0.04% new 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: 38,391 shares; 2024Q4: 48,579 shares; 2025Q1: 46,793 shares; 2025Q2: 60,910 shares; 2025Q3: 65,066 shares; 2025Q4: not reported; 2026Q1: 67,887 shares 67,887 $1.97M 0.04% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,486 shares; 2024Q4: 11,092 shares; 2025Q1: 19,411 shares; 2025Q2: 21,205 shares; 2025Q3: 20,641 shares; 2025Q4: not reported; 2026Q1: 61,475 shares 61,475 $1.97M 0.04% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,849 shares; 2025Q3: 35,775 shares; 2025Q4: not reported; 2026Q1: 49,914 shares 49,914 $1.95M 0.04% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,649 shares; 2025Q1: 5,730 shares; 2025Q2: 11,775 shares; 2025Q3: 15,646 shares; 2025Q4: not reported; 2026Q1: 22,041 shares 22,041 $1.94M 0.04% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA 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: 4,880 shares; 2025Q3: 8,789 shares; 2025Q4: not reported; 2026Q1: 11,006 shares 11,006 $1.93M 0.04% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,444 shares; 2024Q4: 15,278 shares; 2025Q1: 15,435 shares; 2025Q2: 15,179 shares; 2025Q3: 14,454 shares; 2025Q4: not reported; 2026Q1: 21,330 shares 21,330 $1.93M 0.04% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,816 shares; 2024Q4: 2,944 shares; 2025Q1: 3,004 shares; 2025Q2: 4,630 shares; 2025Q3: 6,871 shares; 2025Q4: not reported; 2026Q1: 9,222 shares 9,222 $1.92M 0.04% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,695 shares 2,695 $1.89M 0.04% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,032 shares; 2025Q1: 1,209 shares; 2025Q2: 1,032 shares; 2025Q3: 4,941 shares; 2025Q4: not reported; 2026Q1: 5,699 shares 5,699 $1.89M 0.04% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,490 shares; 2025Q3: 9,196 shares; 2025Q4: not reported; 2026Q1: 45,288 shares 45,288 $1.88M 0.04% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,883 shares; 2024Q4: 5,916 shares; 2025Q1: 5,932 shares; 2025Q2: 5,946 shares; 2025Q3: 5,960 shares; 2025Q4: not reported; 2026Q1: 6,013 shares 6,013 $1.88M 0.04% new 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: 17,030 shares; 2024Q4: 68,950 shares; 2025Q1: 69,342 shares; 2025Q2: 71,943 shares; 2025Q3: 67,305 shares; 2025Q4: not reported; 2026Q1: 68,286 shares 68,286 $1.88M 0.04% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,542 shares; 2024Q4: 11,392 shares; 2025Q1: 10,887 shares; 2025Q2: 11,648 shares; 2025Q3: 11,720 shares; 2025Q4: not reported; 2026Q1: 14,256 shares 14,256 $1.87M 0.04% new Timeline IUSG 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: 12,014 shares; 2024Q4: 12,213 shares; 2025Q1: 13,009 shares; 2025Q2: 13,244 shares; 2025Q3: 12,941 shares; 2025Q4: not reported; 2026Q1: 11,988 shares 11,988 $1.86M 0.04% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,391 shares; 2024Q4: 8,258 shares; 2025Q1: 21,074 shares; 2025Q2: 15,208 shares; 2025Q3: 27,836 shares; 2025Q4: not reported; 2026Q1: 27,294 shares 27,294 $1.86M 0.04% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 1,502 shares; 2025Q4: not reported; 2026Q1: 3,120 shares 3,120 $1.85M 0.04% new 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: 253 shares; 2024Q4: 326 shares; 2025Q1: 300 shares; 2025Q2: 567 shares; 2025Q3: 753 shares; 2025Q4: not reported; 2026Q1: 1,877 shares 1,877 $1.84M 0.04% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,592 shares; 2024Q4: 21,176 shares; 2025Q1: 18,787 shares; 2025Q2: 16,434 shares; 2025Q3: 14,660 shares; 2025Q4: not reported; 2026Q1: 15,508 shares 15,508 $1.84M 0.04% new Timeline DVY 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: 10,688 shares; 2024Q4: 12,212 shares; 2025Q1: 11,343 shares; 2025Q2: 11,418 shares; 2025Q3: 11,825 shares; 2025Q4: not reported; 2026Q1: 12,133 shares 12,133 $1.84M 0.04% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,665 shares; 2025Q1: 1,803 shares; 2025Q2: 4,504 shares; 2025Q3: 5,681 shares; 2025Q4: not reported; 2026Q1: 5,603 shares 5,603 $1.8M 0.04% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,275 shares; 2025Q3: 18,518 shares; 2025Q4: not reported; 2026Q1: 41,884 shares 41,884 $1.8M 0.04% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,486 shares; 2025Q3: 3,847 shares; 2025Q4: not reported; 2026Q1: 7,319 shares 7,319 $1.79M 0.04% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,555 shares; 2024Q4: 13,200 shares; 2025Q1: 13,664 shares; 2025Q2: 14,160 shares; 2025Q3: 14,780 shares; 2025Q4: not reported; 2026Q1: 18,390 shares 18,390 $1.77M 0.04% new Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,123 shares 24,123 $1.77M 0.04% new Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,716 shares 26,716 $1.77M 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,026 shares; 2024Q4: 8,898 shares; 2025Q1: 9,847 shares; 2025Q2: 11,236 shares; 2025Q3: 11,580 shares; 2025Q4: not reported; 2026Q1: 12,188 shares 12,188 $1.77M 0.04% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY 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: 7,217 shares; 2025Q4: not reported; 2026Q1: 16,056 shares 16,056 $1.76M 0.04% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,510 shares; 2024Q4: not reported; 2025Q1: 5,653 shares; 2025Q2: 29,878 shares; 2025Q3: 43,669 shares; 2025Q4: not reported; 2026Q1: 34,834 shares 34,834 $1.75M 0.04% new Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,404 shares; 2024Q4: 3,384 shares; 2025Q1: 3,391 shares; 2025Q2: 4,541 shares; 2025Q3: 13,148 shares; 2025Q4: not reported; 2026Q1: 13,081 shares 13,081 $1.74M 0.04% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,808 shares; 2025Q1: 1,815 shares; 2025Q2: 1,938 shares; 2025Q3: 1,727 shares; 2025Q4: not reported; 2026Q1: 1,947 shares 1,947 $1.74M 0.04% new Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,738 shares; 2025Q4: not reported; 2026Q1: 23,356 shares 23,356 $1.73M 0.04% new 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: 893 shares; 2024Q4: 1,770 shares; 2025Q1: 1,885 shares; 2025Q2: 6,737 shares; 2025Q3: 8,544 shares; 2025Q4: not reported; 2026Q1: 10,949 shares 10,949 $1.72M 0.04% new Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 637 shares; 2025Q1: 668 shares; 2025Q2: 997 shares; 2025Q3: 4,562 shares; 2025Q4: not reported; 2026Q1: 10,852 shares 10,852 $1.72M 0.04% new 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: 959 shares; 2024Q4: 821 shares; 2025Q1: 675 shares; 2025Q2: 771 shares; 2025Q3: 897 shares; 2025Q4: not reported; 2026Q1: 1,297 shares 1,297 $1.71M 0.04% new 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: 5,882 shares; 2024Q4: 7,917 shares; 2025Q1: 8,111 shares; 2025Q2: 7,792 shares; 2025Q3: 8,488 shares; 2025Q4: not reported; 2026Q1: 14,903 shares 14,903 $1.71M 0.04% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,112 shares; 2025Q3: 1,712 shares; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500 $1.7M 0.04% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,636 shares; 2024Q4: 16,582 shares; 2025Q1: 17,009 shares; 2025Q2: 17,917 shares; 2025Q3: 18,013 shares; 2025Q4: not reported; 2026Q1: 27,052 shares 27,052 $1.7M 0.04% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,668 shares; 2025Q1: 5,634 shares; 2025Q2: 9,361 shares; 2025Q3: 12,872 shares; 2025Q4: not reported; 2026Q1: 18,150 shares 18,150 $1.7M 0.04% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,620 shares; 2024Q4: 4,652 shares; 2025Q1: 4,641 shares; 2025Q2: 7,895 shares; 2025Q3: 10,030 shares; 2025Q4: not reported; 2026Q1: 9,993 shares 9,993 $1.69M 0.04% new Timeline PFF 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: 40,639 shares; 2024Q4: 58,132 shares; 2025Q1: 52,331 shares; 2025Q2: 52,188 shares; 2025Q3: 59,732 shares; 2025Q4: not reported; 2026Q1: 55,680 shares 55,680 $1.69M 0.04% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 921 shares; 2025Q1: 962 shares; 2025Q2: 1,131 shares; 2025Q3: 1,153 shares; 2025Q4: not reported; 2026Q1: 4,251 shares 4,251 $1.69M 0.04% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,121 shares; 2025Q1: 1,605 shares; 2025Q2: 2,460 shares; 2025Q3: 1,672 shares; 2025Q4: not reported; 2026Q1: 10,944 shares 10,944 $1.68M 0.04% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,859 shares; 2024Q4: 25,650 shares; 2025Q1: 25,251 shares; 2025Q2: 25,821 shares; 2025Q3: 26,089 shares; 2025Q4: not reported; 2026Q1: 26,929 shares 26,929 $1.67M 0.04% new Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,130 shares; 2024Q4: 20,904 shares; 2025Q1: 21,613 shares; 2025Q2: 21,652 shares; 2025Q3: 21,693 shares; 2025Q4: not reported; 2026Q1: 21,780 shares 21,780 $1.66M 0.04% new Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,630 shares; 2025Q3: 27,053 shares; 2025Q4: not reported; 2026Q1: 32,272 shares 32,272 $1.66M 0.04% new 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: 6,297 shares; 2024Q4: 6,183 shares; 2025Q1: 6,451 shares; 2025Q2: 7,576 shares; 2025Q3: 9,891 shares; 2025Q4: not reported; 2026Q1: 13,884 shares 13,884 $1.65M 0.04% new Timeline VTR VENTAS INC More: the full row for VENTAS 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: 9,314 shares; 2025Q4: not reported; 2026Q1: 20,123 shares 20,123 $1.65M 0.04% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 971 shares; 2025Q1: not reported; 2025Q2: 1,483 shares; 2025Q3: 1,760 shares; 2025Q4: not reported; 2026Q1: 4,291 shares 4,291 $1.65M 0.04% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 4,661 shares; 2025Q1: 4,699 shares; 2025Q2: 3,034 shares; 2025Q3: 4,212 shares; 2025Q4: not reported; 2026Q1: 17,719 shares 17,719 $1.64M 0.04% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,081 shares; 2025Q4: not reported; 2026Q1: 9,854 shares 9,854 $1.64M 0.04% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 3,638 shares; 2025Q1: 3,665 shares; 2025Q2: 3,723 shares; 2025Q3: 4,048 shares; 2025Q4: not reported; 2026Q1: 9,026 shares 9,026 $1.63M 0.04% new 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: 18,824 shares 18,824 $1.62M 0.04% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,398 shares; 2024Q4: 14,215 shares; 2025Q1: 14,729 shares; 2025Q2: 16,644 shares; 2025Q3: 24,049 shares; 2025Q4: not reported; 2026Q1: 48,740 shares 48,740 $1.62M 0.04% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 4,016 shares; 2025Q1: 5,132 shares; 2025Q2: 5,553 shares; 2025Q3: 11,961 shares; 2025Q4: not reported; 2026Q1: 14,066 shares 14,066 $1.62M 0.04% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,960 shares 15,960 $1.6M 0.04% new 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: 37,097 shares; 2024Q4: 31,764 shares; 2025Q1: 31,961 shares; 2025Q2: 31,729 shares; 2025Q3: 32,088 shares; 2025Q4: not reported; 2026Q1: 33,984 shares 33,984 $1.6M 0.04% new 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: 2,267 shares; 2024Q4: 2,328 shares; 2025Q1: 2,771 shares; 2025Q2: 5,346 shares; 2025Q3: 5,622 shares; 2025Q4: not reported; 2026Q1: 6,386 shares 6,386 $1.58M 0.03% new 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: 34,192 shares; 2024Q4: 45,387 shares; 2025Q1: 45,347 shares; 2025Q2: 45,505 shares; 2025Q3: 45,568 shares; 2025Q4: not reported; 2026Q1: 47,872 shares 47,872 $1.58M 0.03% new Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,480 shares; 2025Q3: 26,000 shares; 2025Q4: not reported; 2026Q1: 27,779 shares 27,779 $1.57M 0.03% new 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: 17,263 shares; 2024Q4: 18,858 shares; 2025Q1: 19,129 shares; 2025Q2: 18,910 shares; 2025Q3: 18,964 shares; 2025Q4: not reported; 2026Q1: 23,012 shares 23,012 $1.57M 0.03% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,736 shares; 2025Q1: 5,904 shares; 2025Q2: 6,078 shares; 2025Q3: 6,106 shares; 2025Q4: not reported; 2026Q1: 7,498 shares 7,498 $1.57M 0.03% new 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: 3,296 shares; 2024Q4: 3,341 shares; 2025Q1: 3,505 shares; 2025Q2: 3,448 shares; 2025Q3: 3,357 shares; 2025Q4: not reported; 2026Q1: 4,374 shares 4,374 $1.56M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,328 shares; 2025Q4: not reported; 2026Q1: 24,006 shares 24,006 $1.56M 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,056 shares; 2025Q3: 7,106 shares; 2025Q4: not reported; 2026Q1: 8,237 shares 8,237 $1.55M 0.03% new 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: 5,242 shares; 2024Q4: 5,519 shares; 2025Q1: 5,485 shares; 2025Q2: 5,585 shares; 2025Q3: 6,219 shares; 2025Q4: not reported; 2026Q1: 5,952 shares 5,952 $1.55M 0.03% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,828 shares; 2024Q4: 15,588 shares; 2025Q1: 15,622 shares; 2025Q2: 14,696 shares; 2025Q3: 17,128 shares; 2025Q4: not reported; 2026Q1: 18,241 shares 18,241 $1.53M 0.03% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,059 shares; 2025Q3: 3,745 shares; 2025Q4: not reported; 2026Q1: 6,126 shares 6,126 $1.53M 0.03% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 1,907 shares; 2025Q3: 2,488 shares; 2025Q4: not reported; 2026Q1: 10,923 shares 10,923 $1.52M 0.03% new 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: 2,705 shares; 2024Q4: 2,756 shares; 2025Q1: 4,487 shares; 2025Q2: 11,348 shares; 2025Q3: 26,714 shares; 2025Q4: not reported; 2026Q1: 23,680 shares 23,680 $1.52M 0.03% new Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,605 shares; 2025Q2: 13,182 shares; 2025Q3: 23,511 shares; 2025Q4: not reported; 2026Q1: 39,852 shares 39,852 $1.51M 0.03% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,044 shares 20,044 $1.51M 0.03% new 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: 6,182 shares; 2024Q4: 9,363 shares; 2025Q1: 9,870 shares; 2025Q2: 8,871 shares; 2025Q3: 8,399 shares; 2025Q4: not reported; 2026Q1: 24,612 shares 24,612 $1.51M 0.03% new 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: 7,682 shares; 2024Q4: 9,662 shares; 2025Q1: 11,010 shares; 2025Q2: 10,556 shares; 2025Q3: 10,745 shares; 2025Q4: not reported; 2026Q1: 10,224 shares 10,224 $1.5M 0.03% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,307 shares; 2025Q3: 8,256 shares; 2025Q4: not reported; 2026Q1: 16,230 shares 16,230 $1.49M 0.03% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 14,492 shares; 2025Q1: 12,068 shares; 2025Q2: 12,284 shares; 2025Q3: 11,149 shares; 2025Q4: not reported; 2026Q1: 11,017 shares 11,017 $1.49M 0.03% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,443 shares; 2024Q4: 9,176 shares; 2025Q1: 9,170 shares; 2025Q2: 9,183 shares; 2025Q3: 9,765 shares; 2025Q4: not reported; 2026Q1: 13,208 shares 13,208 $1.48M 0.03% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,102 shares; 2025Q3: 6,514 shares; 2025Q4: not reported; 2026Q1: 8,051 shares 8,051 $1.48M 0.03% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,474 shares; 2025Q1: 1,647 shares; 2025Q2: 1,869 shares; 2025Q3: 2,938 shares; 2025Q4: not reported; 2026Q1: 6,808 shares 6,808 $1.47M 0.03% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 984 shares; 2025Q2: 7,919 shares; 2025Q3: 10,177 shares; 2025Q4: not reported; 2026Q1: 5,935 shares 5,935 $1.47M 0.03% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,428 shares; 2024Q4: 10,051 shares; 2025Q1: 9,890 shares; 2025Q2: 9,876 shares; 2025Q3: 9,919 shares; 2025Q4: not reported; 2026Q1: 11,642 shares 11,642 $1.46M 0.03% new 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: 13,753 shares; 2024Q4: 14,855 shares; 2025Q1: 13,880 shares; 2025Q2: 13,906 shares; 2025Q3: 13,584 shares; 2025Q4: not reported; 2026Q1: 13,228 shares 13,228 $1.46M 0.03% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 1,959 shares; 2025Q3: 2,329 shares; 2025Q4: not reported; 2026Q1: 4,243 shares 4,243 $1.46M 0.03% new 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: 12,000 shares; 2024Q4: 11,997 shares; 2025Q1: 11,974 shares; 2025Q2: 12,033 shares; 2025Q3: 12,145 shares; 2025Q4: not reported; 2026Q1: 12,058 shares 12,058 $1.46M 0.03% new Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 4,736 shares; 2025Q3: 9,397 shares; 2025Q4: not reported; 2026Q1: 26,994 shares 26,994 $1.45M 0.03% new 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: 18,746 shares; 2024Q4: 37,423 shares; 2025Q1: 9,485 shares; 2025Q2: 9,067 shares; 2025Q3: 8,629 shares; 2025Q4: not reported; 2026Q1: 19,715 shares 19,715 $1.45M 0.03% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,585 shares; 2025Q4: not reported; 2026Q1: 47,242 shares 47,242 $1.45M 0.03% new 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: not reported; 2024Q4: 4,517 shares; 2025Q1: 11,045 shares; 2025Q2: 10,723 shares; 2025Q3: 16,631 shares; 2025Q4: not reported; 2026Q1: 18,755 shares 18,755 $1.44M 0.03% new Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,742 shares; 2025Q3: 19,169 shares; 2025Q4: not reported; 2026Q1: 22,980 shares 22,980 $1.43M 0.03% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,999 shares; 2024Q4: 11,290 shares; 2025Q1: 13,374 shares; 2025Q2: 14,783 shares; 2025Q3: 14,657 shares; 2025Q4: not reported; 2026Q1: 15,435 shares 15,435 $1.43M 0.03% new Timeline IVZ INVESCO LTD More: the full row for INVESCO 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: 33,843 shares; 2025Q3: 41,802 shares; 2025Q4: not reported; 2026Q1: 58,774 shares 58,774 $1.43M 0.03% new Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,227 shares; 2025Q2: 12,227 shares; 2025Q3: 12,227 shares; 2025Q4: not reported; 2026Q1: 12,227 shares 12,227 $1.42M 0.03% new Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,900 shares; 2024Q4: 72,900 shares; 2025Q1: 72,900 shares; 2025Q2: 72,900 shares; 2025Q3: 72,900 shares; 2025Q4: not reported; 2026Q1: 72,900 shares 72,900 $1.42M 0.03% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,184 shares; 2025Q1: 1,322 shares; 2025Q2: 5,078 shares; 2025Q3: 4,691 shares; 2025Q4: not reported; 2026Q1: 4,664 shares 4,664 $1.42M 0.03% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,711 shares; 2024Q4: 13,680 shares; 2025Q1: 14,259 shares; 2025Q2: 22,845 shares; 2025Q3: 26,374 shares; 2025Q4: not reported; 2026Q1: 19,416 shares 19,416 $1.41M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,755 shares; 2025Q3: 27,665 shares; 2025Q4: not reported; 2026Q1: 53,491 shares 53,491 $1.41M 0.03% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,906 shares; 2024Q4: 4,185 shares; 2025Q1: 4,223 shares; 2025Q2: 5,365 shares; 2025Q3: 6,923 shares; 2025Q4: not reported; 2026Q1: 7,099 shares 7,099 $1.4M 0.03% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 3,700 shares; 2025Q1: 3,552 shares; 2025Q2: 5,620 shares; 2025Q3: 5,890 shares; 2025Q4: not reported; 2026Q1: 5,270 shares 5,270 $1.4M 0.03% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,278 shares; 2024Q4: 7,861 shares; 2025Q1: 8,745 shares; 2025Q2: 8,759 shares; 2025Q3: 9,003 shares; 2025Q4: not reported; 2026Q1: 9,009 shares 9,009 $1.4M 0.03% new Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,313 shares; 2025Q4: not reported; 2026Q1: 34,403 shares 34,403 $1.39M 0.03% new Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,049 shares; 2025Q3: 22,114 shares; 2025Q4: not reported; 2026Q1: 32,832 shares 32,832 $1.39M 0.03% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,817 shares; 2024Q4: 5,862 shares; 2025Q1: 5,888 shares; 2025Q2: 6,137 shares; 2025Q3: 6,135 shares; 2025Q4: not reported; 2026Q1: 6,180 shares 6,180 $1.39M 0.03% new Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,571 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,795 shares 11,795 $1.39M 0.03% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,393 shares; 2024Q4: 4,663 shares; 2025Q1: 4,784 shares; 2025Q2: 9,068 shares; 2025Q3: 9,498 shares; 2025Q4: not reported; 2026Q1: 11,965 shares 11,965 $1.36M 0.03% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,865 shares; 2024Q4: 7,630 shares; 2025Q1: 9,124 shares; 2025Q2: 10,795 shares; 2025Q3: 19,542 shares; 2025Q4: not reported; 2026Q1: 18,801 shares 18,801 $1.35M 0.03% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,565 shares; 2025Q1: 2,291 shares; 2025Q2: 2,326 shares; 2025Q3: 2,384 shares; 2025Q4: not reported; 2026Q1: 8,195 shares 8,195 $1.33M 0.03% new Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,366 shares; 2025Q3: 3,629 shares; 2025Q4: not reported; 2026Q1: 4,427 shares 4,427 $1.32M 0.03% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,050 shares; 2025Q1: 1,100 shares; 2025Q2: 1,129 shares; 2025Q3: 1,191 shares; 2025Q4: not reported; 2026Q1: 1,135 shares 1,135 $1.32M 0.03% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 8,236 shares; 2025Q3: 9,412 shares; 2025Q4: not reported; 2026Q1: 9,556 shares 9,556 $1.3M 0.03% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,134 shares; 2024Q4: 3,152 shares; 2025Q1: 3,214 shares; 2025Q2: 4,208 shares; 2025Q3: 4,061 shares; 2025Q4: not reported; 2026Q1: 4,608 shares 4,608 $1.3M 0.03% new 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: 3,958 shares; 2025Q2: 4,610 shares; 2025Q3: 8,009 shares; 2025Q4: not reported; 2026Q1: 12,279 shares 12,279 $1.29M 0.03% new 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: not reported; 2025Q3: 5,045 shares; 2025Q4: not reported; 2026Q1: 12,152 shares 12,152 $1.29M 0.03% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 3,948 shares; 2025Q1: 4,176 shares; 2025Q2: 6,911 shares; 2025Q3: 17,013 shares; 2025Q4: not reported; 2026Q1: 17,146 shares 17,146 $1.29M 0.03% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,436 shares; 2024Q4: 27,147 shares; 2025Q1: 29,514 shares; 2025Q2: 31,929 shares; 2025Q3: 38,089 shares; 2025Q4: not reported; 2026Q1: 34,857 shares 34,857 $1.28M 0.03% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,520 shares; 2024Q4: 5,710 shares; 2025Q1: 6,883 shares; 2025Q2: 6,954 shares; 2025Q3: 6,936 shares; 2025Q4: not reported; 2026Q1: 13,939 shares 13,939 $1.28M 0.03% new Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,677 shares; 2025Q3: 6,349 shares; 2025Q4: not reported; 2026Q1: 12,659 shares 12,659 $1.28M 0.03% new 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: 20,448 shares; 2024Q4: 57,719 shares; 2025Q1: 53,303 shares; 2025Q2: 56,873 shares; 2025Q3: 56,555 shares; 2025Q4: not reported; 2026Q1: 44,130 shares 44,130 $1.28M 0.03% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 4,245 shares; 2025Q1: 11,006 shares; 2025Q2: 10,667 shares; 2025Q3: 15,998 shares; 2025Q4: not reported; 2026Q1: 22,998 shares 22,998 $1.28M 0.03% new Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,083 shares; 2025Q3: 5,746 shares; 2025Q4: not reported; 2026Q1: 13,010 shares 13,010 $1.28M 0.03% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,888 shares; 2025Q3: 1,569 shares; 2025Q4: not reported; 2026Q1: 6,274 shares 6,274 $1.28M 0.03% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE 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: 7,100 shares; 2025Q3: 8,039 shares; 2025Q4: not reported; 2026Q1: 9,203 shares 9,203 $1.28M 0.03% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL 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: 22,894 shares; 2025Q3: 34,423 shares; 2025Q4: not reported; 2026Q1: 32,062 shares 32,062 $1.28M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,350 shares; 2025Q3: 10,838 shares; 2025Q4: not reported; 2026Q1: 18,383 shares 18,383 $1.27M 0.03% new Timeline FNCL 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: not reported; 2025Q3: 18,044 shares; 2025Q4: not reported; 2026Q1: 18,061 shares 18,061 $1.27M 0.03% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,181 shares; 2025Q2: 1,722 shares; 2025Q3: 3,258 shares; 2025Q4: not reported; 2026Q1: 5,050 shares 5,050 $1.26M 0.03% new Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,172 shares 74,172 $1.26M 0.03% new Timeline GAP GAP INC More: the full row for GAP 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: 18,586 shares; 2025Q3: 33,448 shares; 2025Q4: not reported; 2026Q1: 52,058 shares 52,058 $1.26M 0.03% new Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,427 shares; 2024Q4: 32,427 shares; 2025Q1: 94,210 shares; 2025Q2: 69,341 shares; 2025Q3: 55,003 shares; 2025Q4: not reported; 2026Q1: 22,088 shares 22,088 $1.26M 0.03% new Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,402 shares 9,402 $1.25M 0.03% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,935 shares; 2024Q4: 6,674 shares; 2025Q1: 6,827 shares; 2025Q2: 6,420 shares; 2025Q3: 6,589 shares; 2025Q4: not reported; 2026Q1: 7,162 shares 7,162 $1.25M 0.03% new 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: 12,360 shares; 2024Q4: 15,733 shares; 2025Q1: 16,035 shares; 2025Q2: 16,706 shares; 2025Q3: 16,960 shares; 2025Q4: not reported; 2026Q1: 17,171 shares 17,171 $1.24M 0.03% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 708 shares; 2025Q1: 843 shares; 2025Q2: 2,694 shares; 2025Q3: 3,716 shares; 2025Q4: not reported; 2026Q1: 5,080 shares 5,080 $1.24M 0.03% new Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,800 shares; 2025Q1: 27,925 shares; 2025Q2: 28,551 shares; 2025Q3: 29,759 shares; 2025Q4: not reported; 2026Q1: 29,460 shares 29,460 $1.24M 0.03% new Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,467 shares; 2025Q3: 11,086 shares; 2025Q4: not reported; 2026Q1: 9,208 shares 9,208 $1.24M 0.03% 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: 2,730 shares; 2024Q4: 6,761 shares; 2025Q1: 6,677 shares; 2025Q2: 10,703 shares; 2025Q3: 9,805 shares; 2025Q4: not reported; 2026Q1: 7,703 shares 7,703 $1.23M 0.03% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,606 shares; 2024Q4: 14,631 shares; 2025Q1: 23,971 shares; 2025Q2: 24,818 shares; 2025Q3: 23,786 shares; 2025Q4: not reported; 2026Q1: 21,299 shares 21,299 $1.23M 0.03% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,388 shares 6,388 $1.22M 0.03% new 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: 9,565 shares; 2024Q4: 9,479 shares; 2025Q1: 10,980 shares; 2025Q2: 16,600 shares; 2025Q3: 13,396 shares; 2025Q4: not reported; 2026Q1: 12,269 shares 12,269 $1.22M 0.03% new 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: 14,980 shares; 2025Q1: 15,209 shares; 2025Q2: 18,693 shares; 2025Q3: 15,954 shares; 2025Q4: not reported; 2026Q1: 16,061 shares 16,061 $1.21M 0.03% new Timeline AME AMETEK INC More: the full row for AMETEK 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: 2,521 shares; 2025Q3: 4,493 shares; 2025Q4: not reported; 2026Q1: 5,620 shares 5,620 $1.2M 0.03% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,488 shares; 2024Q4: 23,581 shares; 2025Q1: 23,068 shares; 2025Q2: 25,565 shares; 2025Q3: 30,748 shares; 2025Q4: not reported; 2026Q1: 25,958 shares 25,958 $1.19M 0.03% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,867 shares; 2025Q1: 1,998 shares; 2025Q2: 2,389 shares; 2025Q3: 3,131 shares; 2025Q4: not reported; 2026Q1: 3,749 shares 3,749 $1.19M 0.03% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,855 shares; 2025Q2: 29,609 shares; 2025Q3: 37,645 shares; 2025Q4: not reported; 2026Q1: 21,062 shares 21,062 $1.19M 0.03% new 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: 1,862 shares; 2024Q4: 3,966 shares; 2025Q1: 3,511 shares; 2025Q2: 8,730 shares; 2025Q3: 8,821 shares; 2025Q4: not reported; 2026Q1: 6,898 shares 6,898 $1.19M 0.03% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,504 shares; 2024Q4: 3,513 shares; 2025Q1: 4,323 shares; 2025Q2: 4,405 shares; 2025Q3: 3,935 shares; 2025Q4: not reported; 2026Q1: 3,730 shares 3,730 $1.19M 0.03% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 943 shares; 2025Q1: 1,822 shares; 2025Q2: 1,953 shares; 2025Q3: 2,002 shares; 2025Q4: not reported; 2026Q1: 2,155 shares 2,155 $1.18M 0.03% new Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,541 shares; 2024Q4: 27,251 shares; 2025Q1: 37,467 shares; 2025Q2: 37,818 shares; 2025Q3: 38,089 shares; 2025Q4: not reported; 2026Q1: 39,028 shares 39,028 $1.18M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,791 shares; 2025Q3: 8,686 shares; 2025Q4: not reported; 2026Q1: 17,492 shares 17,492 $1.18M 0.03% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,756 shares; 2025Q4: not reported; 2026Q1: 31,361 shares 31,361 $1.17M 0.03% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,405 shares; 2025Q1: 9,176 shares; 2025Q2: 11,521 shares; 2025Q3: 14,099 shares; 2025Q4: not reported; 2026Q1: 30,275 shares 30,275 $1.16M 0.03% new Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,180 shares; 2024Q4: 10,297 shares; 2025Q1: 10,199 shares; 2025Q2: 10,258 shares; 2025Q3: 10,258 shares; 2025Q4: not reported; 2026Q1: 10,374 shares 10,374 $1.16M 0.03% new 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: 3,487 shares; 2024Q4: 6,153 shares; 2025Q1: 6,007 shares; 2025Q2: 6,002 shares; 2025Q3: 6,679 shares; 2025Q4: not reported; 2026Q1: 7,581 shares 7,581 $1.16M 0.03% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 3,420 shares; 2025Q1: 3,489 shares; 2025Q2: 4,736 shares; 2025Q3: 5,206 shares; 2025Q4: not reported; 2026Q1: 5,546 shares 5,546 $1.13M 0.02% new Timeline IJK 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: 5,984 shares; 2024Q4: 7,269 shares; 2025Q1: 7,350 shares; 2025Q2: 7,469 shares; 2025Q3: 12,105 shares; 2025Q4: not reported; 2026Q1: 11,189 shares 11,189 $1.13M 0.02% new Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,232 shares; 2024Q4: 25,177 shares; 2025Q1: 24,291 shares; 2025Q2: 25,811 shares; 2025Q3: 25,751 shares; 2025Q4: not reported; 2026Q1: 24,534 shares 24,534 $1.13M 0.02% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,648 shares; 2025Q2: 25,131 shares; 2025Q3: 24,717 shares; 2025Q4: not reported; 2026Q1: 47,148 shares 47,148 $1.12M 0.02% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,634 shares; 2024Q4: 22,568 shares; 2025Q1: 22,628 shares; 2025Q2: 23,233 shares; 2025Q3: 23,291 shares; 2025Q4: not reported; 2026Q1: 23,489 shares 23,489 $1.12M 0.02% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,707 shares; 2025Q3: 51,803 shares; 2025Q4: not reported; 2026Q1: 51,380 shares 51,380 $1.11M 0.02% new Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,566 shares 7,566 $1.1M 0.02% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,655 shares 13,655 $1.1M 0.02% new 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: 9,092 shares; 2025Q4: not reported; 2026Q1: 40,065 shares 40,065 $1.1M 0.02% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,506 shares; 2024Q4: 6,742 shares; 2025Q1: 6,106 shares; 2025Q2: 6,184 shares; 2025Q3: 6,057 shares; 2025Q4: not reported; 2026Q1: 6,003 shares 6,003 $1.09M 0.02% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,134 shares; 2025Q4: not reported; 2026Q1: 10,675 shares 10,675 $1.09M 0.02% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 3,575 shares; 2025Q1: 3,631 shares; 2025Q2: 5,810 shares; 2025Q3: 7,408 shares; 2025Q4: not reported; 2026Q1: 6,392 shares 6,392 $1.09M 0.02% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,446 shares; 2024Q4: 5,449 shares; 2025Q1: 5,137 shares; 2025Q2: 6,083 shares; 2025Q3: 7,307 shares; 2025Q4: not reported; 2026Q1: 29,084 shares 29,084 $1.08M 0.02% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 1,993 shares 1,993 $1.08M 0.02% new Timeline MGK 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: 630 shares; 2024Q4: 1,509 shares; 2025Q1: 1,081 shares; 2025Q2: 1,086 shares; 2025Q3: 3,023 shares; 2025Q4: not reported; 2026Q1: 2,932 shares 2,932 $1.08M 0.02% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,943 shares; 2025Q1: 2,184 shares; 2025Q2: 6,269 shares; 2025Q3: 8,135 shares; 2025Q4: not reported; 2026Q1: 4,634 shares 4,634 $1.08M 0.02% new Timeline SIXH EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,347 shares; 2024Q4: 52,347 shares; 2025Q1: 41,364 shares; 2025Q2: 25,448 shares; 2025Q3: 25,448 shares; 2025Q4: not reported; 2026Q1: 25,448 shares 25,448 $1.07M 0.02% new 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: 4,050 shares; 2024Q4: 4,118 shares; 2025Q1: 4,457 shares; 2025Q2: 4,760 shares; 2025Q3: 4,655 shares; 2025Q4: not reported; 2026Q1: 5,046 shares 5,046 $1.07M 0.02% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,714 shares; 2024Q4: 5,245 shares; 2025Q1: 3,936 shares; 2025Q2: 9,190 shares; 2025Q3: 7,572 shares; 2025Q4: not reported; 2026Q1: 17,953 shares 17,953 $1.06M 0.02% new Timeline DUHP 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: 28,182 shares; 2024Q4: 28,185 shares; 2025Q1: 36,729 shares; 2025Q2: 35,565 shares; 2025Q3: 28,194 shares; 2025Q4: not reported; 2026Q1: 28,793 shares 28,793 $1.06M 0.02% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 17,475 shares; 2025Q1: 8,173 shares; 2025Q2: 5,573 shares; 2025Q3: 6,602 shares; 2025Q4: not reported; 2026Q1: 7,984 shares 7,984 $1.06M 0.02% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,065 shares; 2024Q4: 6,989 shares; 2025Q1: 7,173 shares; 2025Q2: 13,376 shares; 2025Q3: 14,540 shares; 2025Q4: not reported; 2026Q1: 23,316 shares 23,316 $1.05M 0.02% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,071 shares; 2024Q4: 8,359 shares; 2025Q1: 7,579 shares; 2025Q2: 7,584 shares; 2025Q3: 8,099 shares; 2025Q4: not reported; 2026Q1: 22,222 shares 22,222 $1.05M 0.02% new Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,106 shares; 2024Q4: 14,106 shares; 2025Q1: 14,106 shares; 2025Q2: 14,108 shares; 2025Q3: 14,133 shares; 2025Q4: not reported; 2026Q1: 13,498 shares 13,498 $1.05M 0.02% new Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,081 shares; 2025Q3: 8,168 shares; 2025Q4: not reported; 2026Q1: 7,912 shares 7,912 $1.05M 0.02% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 969 shares; 2025Q2: 4,387 shares; 2025Q3: 6,785 shares; 2025Q4: not reported; 2026Q1: 15,411 shares 15,411 $1.05M 0.02% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 475 shares; 2025Q2: 2,392 shares; 2025Q3: 2,786 shares; 2025Q4: not reported; 2026Q1: 1,944 shares 1,944 $1.05M 0.02% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 567 shares; 2025Q1: 612 shares; 2025Q2: 9,188 shares; 2025Q3: 11,064 shares; 2025Q4: not reported; 2026Q1: 11,351 shares 11,351 $1.05M 0.02% new 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: 1,812 shares; 2024Q4: 2,040 shares; 2025Q1: 1,995 shares; 2025Q2: 1,926 shares; 2025Q3: 1,925 shares; 2025Q4: not reported; 2026Q1: 1,697 shares 1,697 $1.05M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,070 shares; 2025Q3: 9,328 shares; 2025Q4: not reported; 2026Q1: 8,240 shares 8,240 $1.04M 0.02% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 3,392 shares; 2025Q1: 3,965 shares; 2025Q2: 4,216 shares; 2025Q3: 4,178 shares; 2025Q4: not reported; 2026Q1: 5,263 shares 5,263 $1.04M 0.02% new 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: 97 shares; 2024Q4: 111 shares; 2025Q1: 123 shares; 2025Q2: 297 shares; 2025Q3: 522 shares; 2025Q4: not reported; 2026Q1: 307 shares 307 $1.04M 0.02% new Timeline SOXX 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: 1,799 shares; 2024Q4: 1,642 shares; 2025Q1: 1,644 shares; 2025Q2: 1,648 shares; 2025Q3: 1,651 shares; 2025Q4: not reported; 2026Q1: 3,138 shares 3,138 $1.03M 0.02% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 2,616 shares 2,616 $1.03M 0.02% new Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,195 shares; 2025Q3: 2,167 shares; 2025Q4: not reported; 2026Q1: 5,996 shares 5,996 $1.03M 0.02% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,300 shares; 2025Q1: 2,881 shares; 2025Q2: 6,790 shares; 2025Q3: 3,388 shares; 2025Q4: not reported; 2026Q1: 21,782 shares 21,782 $1.02M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,377 shares 16,377 $1.01M 0.02% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS 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: 25,942 shares; 2025Q4: not reported; 2026Q1: 52,819 shares 52,819 $1.01M 0.02% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,054 shares; 2024Q4: 6,754 shares; 2025Q1: 5,878 shares; 2025Q2: 6,039 shares; 2025Q3: 7,014 shares; 2025Q4: not reported; 2026Q1: 7,645 shares 7,645 $1M 0.02% new 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: not reported; 2024Q4: 27,277 shares; 2025Q1: 30,715 shares; 2025Q2: 47,426 shares; 2025Q3: 44,948 shares; 2025Q4: not reported; 2026Q1: 43,343 shares 43,343 $1M 0.02% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,148 shares; 2024Q4: 7,248 shares; 2025Q1: 7,415 shares; 2025Q2: 7,798 shares; 2025Q3: 8,546 shares; 2025Q4: not reported; 2026Q1: 10,291 shares 10,291 $1000K 0.02% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,108 shares; 2024Q4: 7,958 shares; 2025Q1: 9,303 shares; 2025Q2: 9,730 shares; 2025Q3: 9,974 shares; 2025Q4: not reported; 2026Q1: 17,488 shares 17,488 $985K 0.02% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,343 shares; 2025Q1: 3,177 shares; 2025Q2: 3,023 shares; 2025Q3: 4,628 shares; 2025Q4: not reported; 2026Q1: 3,360 shares 3,360 $984K 0.02% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,061 shares; 2025Q3: 13,558 shares; 2025Q4: not reported; 2026Q1: 13,410 shares 13,410 $972K 0.02% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 6,098 shares; 2025Q3: 6,212 shares; 2025Q4: not reported; 2026Q1: 6,600 shares 6,600 $972K 0.02% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,465 shares; 2025Q1: not reported; 2025Q2: 6,544 shares; 2025Q3: 6,248 shares; 2025Q4: not reported; 2026Q1: 8,137 shares 8,137 $961K 0.02% new Timeline IWN 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: 3,532 shares; 2024Q4: 3,623 shares; 2025Q1: 3,622 shares; 2025Q2: 4,603 shares; 2025Q3: 4,973 shares; 2025Q4: not reported; 2026Q1: 4,985 shares 4,985 $945K 0.02% new Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,815 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,576 shares 16,576 $945K 0.02% new 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: 4,918 shares; 2024Q4: 7,463 shares; 2025Q1: 6,617 shares; 2025Q2: 10,039 shares; 2025Q3: 10,026 shares; 2025Q4: not reported; 2026Q1: 10,147 shares 10,147 $944K 0.02% new 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: 7,755 shares; 2024Q4: 23,293 shares; 2025Q1: 22,841 shares; 2025Q2: 30,694 shares; 2025Q3: 30,009 shares; 2025Q4: not reported; 2026Q1: 30,452 shares 30,452 $943K 0.02% new Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,281 shares 5,281 $939K 0.02% new 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: 10,128 shares; 2024Q4: 10,578 shares; 2025Q1: 10,801 shares; 2025Q2: 10,972 shares; 2025Q3: 11,262 shares; 2025Q4: not reported; 2026Q1: 10,976 shares 10,976 $935K 0.02% new Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,664 shares; 2025Q3: 18,978 shares; 2025Q4: not reported; 2026Q1: 50,071 shares 50,071 $935K 0.02% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 391 shares; 2025Q1: 417 shares; 2025Q2: 533 shares; 2025Q3: 628 shares; 2025Q4: not reported; 2026Q1: 2,638 shares 2,638 $933K 0.02% new Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,754 shares; 2025Q1: 20,317 shares; 2025Q2: 24,322 shares; 2025Q3: 22,385 shares; 2025Q4: not reported; 2026Q1: 23,501 shares 23,501 $933K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,529 shares; 2025Q4: not reported; 2026Q1: 10,049 shares 10,049 $931K 0.02% new 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: 10,572 shares; 2025Q3: 10,690 shares; 2025Q4: not reported; 2026Q1: 10,096 shares 10,096 $931K 0.02% new Timeline OVV OVINTIV INC More: the full row for OVINTIV 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: 7,652 shares; 2025Q3: 25,692 shares; 2025Q4: not reported; 2026Q1: 15,661 shares 15,661 $930K 0.02% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,734 shares; 2025Q1: 4,734 shares; 2025Q2: 5,008 shares; 2025Q3: 5,145 shares; 2025Q4: not reported; 2026Q1: 6,371 shares 6,371 $929K 0.02% new 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: 15,405 shares; 2024Q4: 16,254 shares; 2025Q1: 17,580 shares; 2025Q2: 20,420 shares; 2025Q3: 22,049 shares; 2025Q4: not reported; 2026Q1: 22,578 shares 22,578 $927K 0.02% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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: 12,181 shares; 2025Q3: 14,281 shares; 2025Q4: not reported; 2026Q1: 21,006 shares 21,006 $920K 0.02% new Timeline IJJ 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: 3,809 shares; 2024Q4: 5,797 shares; 2025Q1: 4,265 shares; 2025Q2: 5,042 shares; 2025Q3: 6,715 shares; 2025Q4: not reported; 2026Q1: 6,943 shares 6,943 $920K 0.02% new 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: 5,528 shares; 2024Q4: 9,081 shares; 2025Q1: 8,448 shares; 2025Q2: 11,824 shares; 2025Q3: 12,916 shares; 2025Q4: not reported; 2026Q1: 14,857 shares 14,857 $918K 0.02% new 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: 2,954 shares; 2024Q4: 9,984 shares; 2025Q1: 5,368 shares; 2025Q2: 8,463 shares; 2025Q3: 7,787 shares; 2025Q4: not reported; 2026Q1: 9,233 shares 9,233 $917K 0.02% new 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: 7,252 shares; 2024Q4: 7,688 shares; 2025Q1: 7,721 shares; 2025Q2: 7,456 shares; 2025Q3: 7,474 shares; 2025Q4: not reported; 2026Q1: 7,718 shares 7,718 $914K 0.02% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 10,487 shares; 2025Q3: 13,006 shares; 2025Q4: not reported; 2026Q1: 12,422 shares 12,422 $913K 0.02% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,268 shares; 2025Q1: 1,354 shares; 2025Q2: 3,421 shares; 2025Q3: 3,687 shares; 2025Q4: not reported; 2026Q1: 5,397 shares 5,397 $913K 0.02% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,900 shares; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares; 2025Q3: 9,900 shares; 2025Q4: not reported; 2026Q1: 9,900 shares 9,900 $906K 0.02% new Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,576 shares 41,576 $900K 0.02% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,160 shares; 2024Q4: 13,082 shares; 2025Q1: 12,897 shares; 2025Q2: 12,847 shares; 2025Q3: 12,272 shares; 2025Q4: not reported; 2026Q1: 12,278 shares 12,278 $898K 0.02% new Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,293 shares; 2025Q4: not reported; 2026Q1: 12,269 shares 12,269 $890K 0.02% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,846 shares; 2024Q4: 2,935 shares; 2025Q1: 3,429 shares; 2025Q2: 3,618 shares; 2025Q3: 3,944 shares; 2025Q4: not reported; 2026Q1: 9,866 shares 9,866 $889K 0.02% new 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: 2,848 shares; 2024Q4: 3,260 shares; 2025Q1: 3,297 shares; 2025Q2: 3,263 shares; 2025Q3: 3,346 shares; 2025Q4: not reported; 2026Q1: 3,060 shares 3,060 $889K 0.02% new 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: not reported; 2024Q4: 2,580 shares; 2025Q1: 3,890 shares; 2025Q2: 4,887 shares; 2025Q3: 5,623 shares; 2025Q4: not reported; 2026Q1: 8,003 shares 8,003 $887K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,608 shares; 2025Q3: 9,168 shares; 2025Q4: not reported; 2026Q1: 8,848 shares 8,848 $887K 0.02% new Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS 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: 8,885 shares; 2025Q3: 17,195 shares; 2025Q4: not reported; 2026Q1: 31,966 shares 31,966 $885K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,448 shares 21,448 $885K 0.02% new Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,047 shares 11,047 $884K 0.02% new Timeline