BRES 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,871,969 shares 23,871,969 $571M 17.84% new Timeline BRNY 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: 6,181,834 shares; 2024Q4: 6,361,141 shares; 2025Q1: 6,604,795 shares; 2025Q2: 6,808,681 shares; 2025Q3: 6,989,857 shares; 2025Q4: 7,160,946 shares; 2026Q1: 6,963,273 shares 6,963,273 $339M 10.61% -197,673 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: 476,347 shares; 2024Q4: 470,857 shares; 2025Q1: 423,360 shares; 2025Q2: 415,494 shares; 2025Q3: 433,308 shares; 2025Q4: 442,313 shares; 2026Q1: 358,069 shares 358,069 $90.9M 2.84% -84,244 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869,125 shares; 2024Q4: 1,027,188 shares; 2025Q1: 1,201,920 shares; 2025Q2: 1,225,315 shares; 2025Q3: 1,265,288 shares; 2025Q4: 1,318,488 shares; 2026Q1: 1,372,426 shares 1,372,426 $81.7M 2.56% +53,938 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: 277,044 shares; 2024Q4: 274,743 shares; 2025Q1: 274,397 shares; 2025Q2: 242,357 shares; 2025Q3: 252,829 shares; 2025Q4: 271,862 shares; 2026Q1: 239,058 shares 239,058 $68.7M 2.15% -32,804 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: 305,052 shares; 2024Q4: 323,778 shares; 2025Q1: 373,541 shares; 2025Q2: 314,517 shares; 2025Q3: 309,366 shares; 2025Q4: 417,616 shares; 2026Q1: 347,187 shares 347,187 $60.5M 1.89% -70,429 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: 180,638 shares; 2025Q1: 293,878 shares; 2025Q2: 324,314 shares; 2025Q3: 376,281 shares; 2025Q4: 326,499 shares; 2026Q1: 234,899 shares 234,899 $50.2M 1.57% -91,600 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: 76,301 shares; 2024Q4: 76,347 shares; 2025Q1: 76,677 shares; 2025Q2: 68,385 shares; 2025Q3: 77,867 shares; 2025Q4: 86,139 shares; 2026Q1: 76,253 shares 76,253 $43.6M 1.36% -9,886 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: 56,616 shares; 2024Q4: 55,217 shares; 2025Q1: 52,689 shares; 2025Q2: 50,230 shares; 2025Q3: 48,975 shares; 2025Q4: 53,207 shares; 2026Q1: 47,351 shares 47,351 $42.4M 1.33% -5,856 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: 742,869 shares; 2024Q4: 776,571 shares; 2025Q1: 822,060 shares; 2025Q2: 821,859 shares; 2025Q3: 850,108 shares; 2025Q4: 892,518 shares; 2026Q1: 967,635 shares 967,635 $34.4M 1.07% +75,117 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: 66,398 shares; 2024Q4: 62,114 shares; 2025Q1: 61,722 shares; 2025Q2: 60,969 shares; 2025Q3: 59,122 shares; 2025Q4: 56,356 shares; 2026Q1: 39,467 shares 39,467 $34.2M 1.07% -16,889 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: 195,896 shares; 2024Q4: 188,359 shares; 2025Q1: 180,601 shares; 2025Q2: 173,597 shares; 2025Q3: 161,164 shares; 2025Q4: 159,024 shares; 2026Q1: 101,942 shares 101,942 $31.6M 0.99% -57,082 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: 129,181 shares; 2024Q4: 128,564 shares; 2025Q1: 123,781 shares; 2025Q2: 126,258 shares; 2025Q3: 143,299 shares; 2025Q4: 162,488 shares; 2026Q1: 83,388 shares 83,388 $30.9M 0.97% -79,100 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: 385,331 shares; 2025Q1: 379,461 shares; 2025Q2: 379,519 shares; 2025Q3: 368,523 shares; 2025Q4: 370,880 shares; 2026Q1: 234,272 shares 234,272 $28.8M 0.9% -136,608 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,306 shares; 2026Q1: 119,167 shares 119,167 $27.5M 0.86% +76,861 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: 198,203 shares; 2024Q4: 191,910 shares; 2025Q1: 188,423 shares; 2025Q2: 180,891 shares; 2025Q3: 182,652 shares; 2025Q4: 181,216 shares; 2026Q1: 163,944 shares 163,944 $26.2M 0.82% -17,272 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: 81,687 shares; 2024Q4: 80,795 shares; 2025Q1: 80,723 shares; 2025Q2: 250,622 shares; 2025Q3: 187,039 shares; 2025Q4: 184,285 shares; 2026Q1: 138,848 shares 138,848 $25.3M 0.79% -45,437 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357,661 shares; 2024Q4: 343,488 shares; 2025Q1: 329,265 shares; 2025Q2: 323,881 shares; 2025Q3: 318,771 shares; 2025Q4: 310,806 shares; 2026Q1: 216,320 shares 216,320 $25.3M 0.79% -94,486 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,817 shares; 2024Q4: 154,247 shares; 2025Q1: 11,010 shares; 2025Q2: 91,775 shares; 2025Q3: 130,042 shares; 2025Q4: 95,825 shares; 2026Q1: 172,388 shares 172,388 $24.9M 0.78% +76,563 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,365 shares; 2024Q4: 8,115 shares; 2025Q1: 8,115 shares; 2025Q2: 60,507 shares; 2025Q3: 172,390 shares; 2025Q4: 168,944 shares; 2026Q1: 189,493 shares 189,493 $24.6M 0.77% +20,549 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: 120,780 shares; 2024Q4: 121,238 shares; 2025Q1: 121,451 shares; 2025Q2: 130,594 shares; 2025Q3: 129,617 shares; 2025Q4: 128,962 shares; 2026Q1: 122,599 shares 122,599 $23.6M 0.74% -6,363 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: 33,070 shares; 2024Q4: 31,695 shares; 2025Q1: 30,148 shares; 2025Q2: 28,615 shares; 2025Q3: 28,069 shares; 2025Q4: 28,060 shares; 2026Q1: 24,758 shares 24,758 $22.8M 0.71% -3,302 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: 8,924 shares; 2024Q4: 7,561 shares; 2025Q1: 7,279 shares; 2025Q2: 7,056 shares; 2025Q3: 6,875 shares; 2025Q4: 6,828 shares; 2026Q1: 6,164 shares 6,164 $20.8M 0.65% -664 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,759 shares; 2024Q4: 124,997 shares; 2025Q1: 110,742 shares; 2025Q2: 100,948 shares; 2025Q3: 90,245 shares; 2025Q4: 88,283 shares; 2026Q1: 65,350 shares 65,350 $20.5M 0.64% -22,933 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,368 shares; 2024Q4: 6,891 shares; 2025Q1: 6,942 shares; 2025Q2: 130,696 shares; 2025Q3: 109,621 shares; 2025Q4: 108,537 shares; 2026Q1: 68,281 shares 68,281 $19.2M 0.6% -40,256 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: 31,151 shares; 2024Q4: 32,249 shares; 2025Q1: 35,240 shares; 2025Q2: 35,216 shares; 2025Q3: 35,244 shares; 2025Q4: 32,367 shares; 2026Q1: 31,166 shares 31,166 $18.6M 0.58% -1,201 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: 20,922 shares; 2024Q4: 10,237 shares; 2025Q1: 24,934 shares; 2025Q2: 25,961 shares; 2025Q3: 22,711 shares; 2025Q4: 15,828 shares; 2026Q1: 12,572 shares 12,572 $18.5M 0.58% -3,256 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642,835 shares; 2024Q4: 662,011 shares; 2025Q1: 627,716 shares; 2025Q2: 622,324 shares; 2025Q3: 589,951 shares; 2025Q4: 571,765 shares; 2026Q1: 466,361 shares 466,361 $17M 0.53% -105,404 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,781 shares; 2024Q4: 60,489 shares; 2025Q1: 58,793 shares; 2025Q2: 53,544 shares; 2025Q3: 52,706 shares; 2025Q4: 54,117 shares; 2026Q1: 48,396 shares 48,396 $16.7M 0.52% -5,721 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: 50,105 shares; 2024Q4: 55,438 shares; 2025Q1: 55,302 shares; 2025Q2: 53,736 shares; 2025Q3: 44,387 shares; 2025Q4: 43,928 shares; 2026Q1: 33,829 shares 33,829 $16.2M 0.51% -10,099 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: 23,186 shares; 2024Q4: 110,499 shares; 2025Q1: 115,285 shares; 2025Q2: 115,980 shares; 2025Q3: 115,307 shares; 2025Q4: 80,720 shares; 2026Q1: 54,003 shares 54,003 $15.9M 0.5% -26,717 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,448 shares; 2024Q4: 12,142 shares; 2025Q1: 13,250 shares; 2025Q2: 14,246 shares; 2025Q3: 14,319 shares; 2025Q4: 15,738 shares; 2026Q1: 123,021 shares 123,021 $15.6M 0.49% +107,283 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,275 shares; 2024Q4: 109,451 shares; 2025Q1: 108,987 shares; 2025Q2: 110,680 shares; 2025Q3: 109,210 shares; 2025Q4: 106,563 shares; 2026Q1: 61,847 shares 61,847 $15.5M 0.48% -44,716 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: 190,182 shares; 2024Q4: 221,846 shares; 2025Q1: 209,042 shares; 2025Q2: 151,898 shares; 2025Q3: 185,330 shares; 2025Q4: 153,457 shares; 2026Q1: 123,469 shares 123,469 $15.3M 0.48% -29,988 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: 99,647 shares; 2024Q4: 99,997 shares; 2025Q1: 95,485 shares; 2025Q2: 95,211 shares; 2025Q3: 95,048 shares; 2025Q4: 92,776 shares; 2026Q1: 85,991 shares 85,991 $14.6M 0.46% -6,785 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,039 shares; 2024Q4: 166,082 shares; 2025Q1: 119,184 shares; 2025Q2: 118,258 shares; 2025Q3: 138,854 shares; 2025Q4: 187,380 shares; 2026Q1: 69,393 shares 69,393 $14.5M 0.45% -117,987 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: 5,426 shares; 2024Q4: 5,664 shares; 2025Q1: 6,974 shares; 2025Q2: 7,211 shares; 2025Q3: 7,163 shares; 2025Q4: 7,802 shares; 2026Q1: 16,536 shares 16,536 $14M 0.44% +8,734 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: 54,641 shares; 2024Q4: 55,620 shares; 2025Q1: 49,672 shares; 2025Q2: 49,396 shares; 2025Q3: 49,108 shares; 2025Q4: 47,659 shares; 2026Q1: 39,024 shares 39,024 $13.3M 0.42% -8,635 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: 36,118 shares; 2024Q4: 35,325 shares; 2025Q1: 33,448 shares; 2025Q2: 32,449 shares; 2025Q3: 28,542 shares; 2025Q4: 28,334 shares; 2026Q1: 25,006 shares 25,006 $11.8M 0.37% -3,328 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: 111,080 shares; 2024Q4: 108,636 shares; 2025Q1: 102,399 shares; 2025Q2: 99,136 shares; 2025Q3: 97,350 shares; 2025Q4: 96,186 shares; 2026Q1: 80,043 shares 80,043 $11.8M 0.37% -16,143 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,549 shares; 2024Q4: 21,090 shares; 2025Q1: 106,044 shares; 2025Q2: 117,778 shares; 2025Q3: 63,219 shares; 2025Q4: 61,416 shares; 2026Q1: 49,724 shares 49,724 $11.5M 0.36% -11,692 Timeline BIV 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: 189,465 shares; 2024Q4: 167,712 shares; 2025Q1: 151,481 shares; 2025Q2: 152,066 shares; 2025Q3: 148,931 shares; 2025Q4: 148,583 shares; 2026Q1: 145,117 shares 145,117 $11.2M 0.35% -3,466 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: 66,094 shares; 2024Q4: 66,096 shares; 2025Q1: 65,541 shares; 2025Q2: 64,696 shares; 2025Q3: 63,970 shares; 2025Q4: 64,094 shares; 2026Q1: 53,932 shares 53,932 $11M 0.34% -10,162 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: not reported; 2024Q4: not reported; 2025Q1: 89,401 shares; 2025Q2: 178,565 shares; 2025Q3: 226,656 shares; 2025Q4: 180,487 shares; 2026Q1: 116,065 shares 116,065 $10.9M 0.34% -64,422 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,521 shares; 2025Q3: 67,700 shares; 2025Q4: 53,324 shares; 2026Q1: 36,594 shares 36,594 $10.6M 0.33% -16,730 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: 77,940 shares; 2024Q4: 78,577 shares; 2025Q1: 76,306 shares; 2025Q2: 76,060 shares; 2025Q3: 74,719 shares; 2025Q4: 75,495 shares; 2026Q1: 72,966 shares 72,966 $10.5M 0.33% -2,529 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: 89,694 shares; 2024Q4: 87,340 shares; 2025Q1: 420,060 shares; 2025Q2: 234,572 shares; 2025Q3: 167,847 shares; 2025Q4: 171,803 shares; 2026Q1: 133,715 shares 133,715 $10.4M 0.32% -38,088 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: 28,929 shares; 2024Q4: 28,040 shares; 2025Q1: 18,380 shares; 2025Q2: 17,761 shares; 2025Q3: 17,315 shares; 2025Q4: 17,399 shares; 2026Q1: 14,531 shares 14,531 $9.9M 0.31% -2,868 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: 79,472 shares; 2024Q4: 77,288 shares; 2025Q1: 76,762 shares; 2025Q2: 129,334 shares; 2025Q3: 102,458 shares; 2025Q4: 99,990 shares; 2026Q1: 82,856 shares 82,856 $9.83M 0.31% -17,134 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: 24,197 shares; 2024Q4: 23,971 shares; 2025Q1: 20,859 shares; 2025Q2: 20,175 shares; 2025Q3: 19,640 shares; 2025Q4: 19,392 shares; 2026Q1: 16,206 shares 16,206 $9.79M 0.31% -3,186 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: 3,039 shares; 2024Q4: 3,262 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,200 shares; 2025Q4: 29,568 shares; 2026Q1: 102,842 shares 102,842 $9.68M 0.3% +73,274 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 926 shares; 2025Q1: 946 shares; 2025Q2: 1,216 shares; 2025Q3: 14,732 shares; 2025Q4: 13,965 shares; 2026Q1: 8,763 shares 8,763 $9.58M 0.3% -5,202 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: 13,905 shares; 2024Q4: 17,929 shares; 2025Q1: 209,081 shares; 2025Q2: 207,792 shares; 2025Q3: 148,671 shares; 2025Q4: 102,172 shares; 2026Q1: 75,818 shares 75,818 $9.58M 0.3% -26,354 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,577 shares; 2025Q1: 92,976 shares; 2025Q2: 96,888 shares; 2025Q3: 99,309 shares; 2025Q4: 98,447 shares; 2026Q1: 63,336 shares 63,336 $9.53M 0.3% -35,111 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: 24,726 shares; 2025Q1: 4,986 shares; 2025Q2: 15,257 shares; 2025Q3: 45,173 shares; 2025Q4: 37,733 shares; 2026Q1: 27,399 shares 27,399 $9.42M 0.29% -10,334 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: 63,020 shares; 2024Q4: 64,416 shares; 2025Q1: 64,331 shares; 2025Q2: 62,417 shares; 2025Q3: 60,899 shares; 2025Q4: 60,645 shares; 2026Q1: 43,325 shares 43,325 $9.42M 0.29% -17,320 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: 39,426 shares; 2024Q4: 40,200 shares; 2025Q1: 40,624 shares; 2025Q2: 39,450 shares; 2025Q3: 39,476 shares; 2025Q4: 39,862 shares; 2026Q1: 37,462 shares 37,462 $9.26M 0.29% -2,400 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,447 shares; 2024Q4: 30,626 shares; 2025Q1: 29,161 shares; 2025Q2: 76,852 shares; 2025Q3: 67,814 shares; 2025Q4: 67,395 shares; 2026Q1: 51,342 shares 51,342 $9.19M 0.29% -16,053 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,208 shares; 2024Q4: 54,022 shares; 2025Q1: 49,105 shares; 2025Q2: 43,519 shares; 2025Q3: 42,188 shares; 2025Q4: 40,689 shares; 2026Q1: 27,389 shares 27,389 $9.06M 0.28% -13,300 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,844 shares; 2024Q4: 64,987 shares; 2025Q1: 64,333 shares; 2025Q2: 61,284 shares; 2025Q3: 57,498 shares; 2025Q4: 55,912 shares; 2026Q1: 44,966 shares 44,966 $8.92M 0.28% -10,946 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,834 shares; 2024Q4: 204,026 shares; 2025Q1: 231,336 shares; 2025Q2: 233,639 shares; 2025Q3: 234,501 shares; 2025Q4: 230,458 shares; 2026Q1: 150,327 shares 150,327 $8.76M 0.27% -80,131 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: 19,750 shares; 2024Q4: 19,523 shares; 2025Q1: 19,261 shares; 2025Q2: 18,056 shares; 2025Q3: 16,691 shares; 2025Q4: 17,062 shares; 2026Q1: 15,222 shares 15,222 $8.57M 0.27% -1,840 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: 279,276 shares; 2025Q2: 367,807 shares; 2025Q3: 253,141 shares; 2025Q4: 313,680 shares; 2026Q1: 191,698 shares 191,698 $8.4M 0.26% -121,982 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: 57,500 shares; 2024Q4: 141,650 shares; 2025Q1: 112,846 shares; 2025Q2: 112,692 shares; 2025Q3: 111,986 shares; 2025Q4: 109,210 shares; 2026Q1: 52,297 shares 52,297 $8.38M 0.26% -56,913 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: 143,149 shares; 2024Q4: 186,621 shares; 2025Q1: 222,148 shares; 2025Q2: 228,779 shares; 2025Q3: 230,990 shares; 2025Q4: 189,732 shares; 2026Q1: 165,557 shares 165,557 $8.31M 0.26% -24,175 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,221 shares; 2024Q4: 41,916 shares; 2025Q1: 51,874 shares; 2025Q2: 88,777 shares; 2025Q3: 70,753 shares; 2025Q4: 76,574 shares; 2026Q1: 34,477 shares 34,477 $8.25M 0.26% -42,097 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS 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: 36,095 shares; 2026Q1: 60,032 shares 60,032 $8.24M 0.26% +23,937 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: 103,079 shares; 2024Q4: 120,002 shares; 2025Q1: 123,275 shares; 2025Q2: 122,926 shares; 2025Q3: 120,059 shares; 2025Q4: 124,784 shares; 2026Q1: 113,312 shares 113,312 $8.2M 0.26% -11,472 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: 3,076 shares; 2024Q4: 2,442 shares; 2025Q1: 27,006 shares; 2025Q2: 15,613 shares; 2025Q3: 15,550 shares; 2025Q4: 18,016 shares; 2026Q1: 15,526 shares 15,526 $8.12M 0.25% -2,490 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,255 shares; 2024Q4: 19,341 shares; 2025Q1: 19,810 shares; 2025Q2: 15,749 shares; 2025Q3: 15,185 shares; 2025Q4: 15,079 shares; 2026Q1: 11,088 shares 11,088 $8.08M 0.25% -3,991 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,346 shares; 2024Q4: 30,561 shares; 2025Q1: 31,867 shares; 2025Q2: 27,786 shares; 2025Q3: 27,261 shares; 2025Q4: 27,329 shares; 2026Q1: 24,450 shares 24,450 $8.04M 0.25% -2,879 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,685 shares; 2024Q4: 197,059 shares; 2025Q1: 199,636 shares; 2025Q2: 198,547 shares; 2025Q3: 197,610 shares; 2025Q4: 193,074 shares; 2026Q1: 118,211 shares 118,211 $7.99M 0.25% -74,863 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: 36,583 shares; 2024Q4: 73,907 shares; 2025Q1: 149,371 shares; 2025Q2: 99,008 shares; 2025Q3: 93,852 shares; 2025Q4: 95,919 shares; 2026Q1: 97,318 shares 97,318 $7.75M 0.24% +1,399 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS 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: 142,777 shares 142,777 $7.65M 0.24% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,050 shares; 2024Q4: 27,407 shares; 2025Q1: 30,085 shares; 2025Q2: 28,060 shares; 2025Q3: 22,166 shares; 2025Q4: 19,782 shares; 2026Q1: 18,386 shares 18,386 $7.49M 0.23% -1,396 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: 44,026 shares; 2024Q4: 43,539 shares; 2025Q1: 85,887 shares; 2025Q2: 37,605 shares; 2025Q3: 36,969 shares; 2025Q4: 37,137 shares; 2026Q1: 31,334 shares 31,334 $7.4M 0.23% -5,803 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,729 shares; 2024Q4: 63,199 shares; 2025Q1: 62,214 shares; 2025Q2: 59,350 shares; 2025Q3: 57,359 shares; 2025Q4: 56,717 shares; 2026Q1: 50,419 shares 50,419 $7.3M 0.23% -6,298 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,976 shares; 2024Q4: 28,186 shares; 2025Q1: 27,948 shares; 2025Q2: 26,960 shares; 2025Q3: 22,984 shares; 2025Q4: 22,566 shares; 2026Q1: 20,050 shares 20,050 $7.28M 0.23% -2,516 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: 77,252 shares; 2024Q4: 33,923 shares; 2025Q1: 32,843 shares; 2025Q2: 32,402 shares; 2025Q3: 31,130 shares; 2025Q4: 41,187 shares; 2026Q1: 35,003 shares 35,003 $7.26M 0.23% -6,184 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,658 shares; 2025Q2: 120,879 shares; 2025Q3: 135,132 shares; 2025Q4: 218,661 shares; 2026Q1: 126,714 shares 126,714 $7.19M 0.22% -91,947 Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is 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: 213,242 shares 213,242 $7.12M 0.22% 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: 17,594 shares; 2024Q4: 17,511 shares; 2025Q1: 17,276 shares; 2025Q2: 17,004 shares; 2025Q3: 17,928 shares; 2025Q4: 17,741 shares; 2026Q1: 18,145 shares 18,145 $7.04M 0.22% +404 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: 36,349 shares; 2024Q4: 37,175 shares; 2025Q1: 35,940 shares; 2025Q2: 33,300 shares; 2025Q3: 33,513 shares; 2025Q4: 33,663 shares; 2026Q1: 28,518 shares 28,518 $6.97M 0.22% -5,145 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,921 shares; 2025Q4: 6,032 shares; 2026Q1: 60,789 shares 60,789 $6.91M 0.22% +54,757 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,062 shares; 2025Q3: 78,868 shares; 2025Q4: 75,969 shares; 2026Q1: 45,902 shares 45,902 $6.57M 0.21% -30,067 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,882 shares; 2024Q4: 116,722 shares; 2025Q1: 116,151 shares; 2025Q2: 116,412 shares; 2025Q3: 115,070 shares; 2025Q4: 115,250 shares; 2026Q1: 98,804 shares 98,804 $6.55M 0.2% -16,446 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: 3,125 shares; 2024Q4: 3,041 shares; 2025Q1: 3,048 shares; 2025Q2: 3,095 shares; 2025Q3: 3,004 shares; 2025Q4: 3,057 shares; 2026Q1: 1,554 shares 1,554 $6.54M 0.2% -1,503 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: 17,720 shares; 2024Q4: 17,280 shares; 2025Q1: 15,883 shares; 2025Q2: 15,408 shares; 2025Q3: 15,186 shares; 2025Q4: 14,831 shares; 2026Q1: 11,913 shares 11,913 $6.54M 0.2% -2,918 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: 5,018 shares; 2024Q4: 4,997 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,511 shares; 2025Q4: 116,189 shares; 2026Q1: 89,090 shares 89,090 $6.52M 0.2% -27,099 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: 44,641 shares; 2024Q4: 284,284 shares; 2025Q1: 126,170 shares; 2025Q2: 115,280 shares; 2025Q3: 114,696 shares; 2025Q4: 112,936 shares; 2026Q1: 95,738 shares 95,738 $6.51M 0.2% -17,198 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,007 shares; 2024Q4: 1,959 shares; 2025Q1: 1,914 shares; 2025Q2: 41,556 shares; 2025Q3: 31,355 shares; 2025Q4: 30,419 shares; 2026Q1: 21,561 shares 21,561 $6.51M 0.2% -8,858 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: 17,111 shares; 2024Q4: 21,529 shares; 2025Q1: 18,132 shares; 2025Q2: 27,632 shares; 2025Q3: 26,904 shares; 2025Q4: 226,386 shares; 2026Q1: 67,583 shares 67,583 $6.5M 0.2% -158,803 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: 67,909 shares; 2024Q4: 67,374 shares; 2025Q1: 67,835 shares; 2025Q2: 65,605 shares; 2025Q3: 64,977 shares; 2025Q4: 66,179 shares; 2026Q1: 56,982 shares 56,982 $6.46M 0.2% -9,197 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: 36,461 shares; 2024Q4: 38,577 shares; 2025Q1: 37,984 shares; 2025Q2: 37,423 shares; 2025Q3: 38,033 shares; 2025Q4: 48,338 shares; 2026Q1: 30,487 shares 30,487 $6.44M 0.2% -17,851 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: 15,267 shares; 2024Q4: 14,857 shares; 2025Q1: 14,499 shares; 2025Q2: 12,682 shares; 2025Q3: 12,410 shares; 2025Q4: 12,785 shares; 2026Q1: 9,016 shares 9,016 $6.39M 0.2% -3,769 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: 72,737 shares; 2024Q4: 75,423 shares; 2025Q1: 30,838 shares; 2025Q2: 31,388 shares; 2025Q3: 33,202 shares; 2025Q4: 33,149 shares; 2026Q1: 25,336 shares 25,336 $6.33M 0.2% -7,813 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: 11,217 shares; 2024Q4: 23,922 shares; 2025Q1: 11,917 shares; 2025Q2: 11,497 shares; 2025Q3: 11,241 shares; 2025Q4: 10,801 shares; 2026Q1: 10,657 shares 10,657 $6.32M 0.2% -144 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: 7,865 shares; 2024Q4: 8,675 shares; 2025Q1: 7,730 shares; 2025Q2: 80,662 shares; 2025Q3: 59,433 shares; 2025Q4: 56,001 shares; 2026Q1: 40,533 shares 40,533 $6.3M 0.2% -15,468 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: 19,189 shares; 2024Q4: 146,911 shares; 2025Q1: 244,776 shares; 2025Q2: 144,525 shares; 2025Q3: 91,578 shares; 2025Q4: 89,781 shares; 2026Q1: 48,714 shares 48,714 $6.27M 0.2% -41,067 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: 370,519 shares; 2024Q4: 361,908 shares; 2025Q1: 381,184 shares; 2025Q2: 218,236 shares; 2025Q3: 215,996 shares; 2025Q4: 197,809 shares; 2026Q1: 76,275 shares 76,275 $6.23M 0.19% -121,534 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: 45,160 shares; 2024Q4: 30,493 shares; 2025Q1: 28,702 shares; 2025Q2: 28,887 shares; 2025Q3: 27,735 shares; 2025Q4: 28,417 shares; 2026Q1: 25,248 shares 25,248 $6.17M 0.19% -3,169 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: 21,476 shares; 2024Q4: 23,508 shares; 2025Q1: 20,999 shares; 2025Q2: 20,222 shares; 2025Q3: 39,575 shares; 2025Q4: 20,751 shares; 2026Q1: 19,747 shares 19,747 $6.14M 0.19% -1,004 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: 3,223 shares; 2024Q4: 2,798 shares; 2025Q1: 2,268 shares; 2025Q2: 2,473 shares; 2025Q3: 2,414 shares; 2025Q4: 11,006 shares; 2026Q1: 9,365 shares 9,365 $6.12M 0.19% -1,641 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: 32,677 shares; 2024Q4: 32,059 shares; 2025Q1: 36,637 shares; 2025Q2: 35,286 shares; 2025Q3: 34,892 shares; 2025Q4: 35,924 shares; 2026Q1: 19,480 shares 19,480 $5.89M 0.18% -16,444 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: 19,916 shares; 2024Q4: 19,245 shares; 2025Q1: 19,023 shares; 2025Q2: 20,180 shares; 2025Q3: 20,147 shares; 2025Q4: 19,680 shares; 2026Q1: 16,686 shares 16,686 $5.87M 0.18% -2,994 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: 368,373 shares; 2025Q1: 401,216 shares; 2025Q2: 406,128 shares; 2025Q3: 230,135 shares; 2025Q4: 204,597 shares; 2026Q1: 135,207 shares 135,207 $5.8M 0.18% -69,390 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: 45,427 shares; 2024Q4: 189,308 shares; 2025Q1: 442,044 shares; 2025Q2: 274,557 shares; 2025Q3: 201,412 shares; 2025Q4: 191,198 shares; 2026Q1: 172,334 shares 172,334 $5.78M 0.18% -18,864 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST 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: 2,320 shares; 2025Q3: 2,320 shares; 2025Q4: 2,584 shares; 2026Q1: 41,144 shares 41,144 $5.72M 0.18% +38,560 Timeline DFSD 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: 150,144 shares; 2024Q4: 125,800 shares; 2025Q1: 111,137 shares; 2025Q2: 149,506 shares; 2025Q3: 145,889 shares; 2025Q4: 145,494 shares; 2026Q1: 119,361 shares 119,361 $5.71M 0.18% -26,133 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,069 shares; 2025Q3: 34,969 shares; 2025Q4: 34,474 shares; 2026Q1: 22,890 shares 22,890 $5.65M 0.18% -11,584 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: 42,955 shares; 2024Q4: 42,032 shares; 2025Q1: 37,571 shares; 2025Q2: 31,078 shares; 2025Q3: 24,371 shares; 2025Q4: 24,210 shares; 2026Q1: 20,555 shares 20,555 $5.56M 0.17% -3,655 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,994 shares; 2024Q4: 30,770 shares; 2025Q1: 30,885 shares; 2025Q2: 30,661 shares; 2025Q3: 30,957 shares; 2025Q4: 30,317 shares; 2026Q1: 19,920 shares 19,920 $5.54M 0.17% -10,397 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: 55,584 shares; 2024Q4: 55,246 shares; 2025Q1: 50,823 shares; 2025Q2: 49,216 shares; 2025Q3: 48,430 shares; 2025Q4: 48,284 shares; 2026Q1: 47,674 shares 47,674 $5.23M 0.16% -610 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,509 shares; 2024Q4: 12,851 shares; 2025Q1: 26,489 shares; 2025Q2: 26,954 shares; 2025Q3: 26,917 shares; 2025Q4: 14,421 shares; 2026Q1: 11,737 shares 11,737 $5.09M 0.16% -2,684 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,014 shares; 2025Q1: 864 shares; 2025Q2: 20,764 shares; 2025Q3: 21,389 shares; 2025Q4: 22,385 shares; 2026Q1: 16,570 shares 16,570 $5.04M 0.16% -5,815 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: 9,864 shares; 2024Q4: 9,012 shares; 2025Q1: 8,850 shares; 2025Q2: 9,125 shares; 2025Q3: 9,267 shares; 2025Q4: 9,186 shares; 2026Q1: 11,074 shares 11,074 $4.92M 0.15% +1,888 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN 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: 21,430 shares; 2026Q1: 32,889 shares 32,889 $4.81M 0.15% +11,459 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: 320,483 shares; 2024Q4: 339,856 shares; 2025Q1: 100,914 shares; 2025Q2: 51,294 shares; 2025Q3: 46,984 shares; 2025Q4: 42,327 shares; 2026Q1: 34,671 shares 34,671 $4.73M 0.15% -7,656 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,336 shares; 2024Q4: 20,056 shares; 2025Q1: 19,764 shares; 2025Q2: 19,113 shares; 2025Q3: 19,562 shares; 2025Q4: 19,109 shares; 2026Q1: 16,207 shares 16,207 $4.69M 0.15% -2,902 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: 20,725 shares; 2024Q4: 19,596 shares; 2025Q1: 237,363 shares; 2025Q2: 175,119 shares; 2025Q3: 129,196 shares; 2025Q4: 93,513 shares; 2026Q1: 65,241 shares 65,241 $4.69M 0.15% -28,272 Timeline SPYG 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: 48,349 shares; 2024Q4: 47,440 shares; 2025Q1: 46,729 shares; 2025Q2: 60,507 shares; 2025Q3: 61,819 shares; 2025Q4: 59,821 shares; 2026Q1: 47,827 shares 47,827 $4.68M 0.15% -11,994 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,997 shares; 2025Q3: 57,589 shares; 2025Q4: 56,827 shares; 2026Q1: 73,526 shares 73,526 $4.68M 0.15% +16,699 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,560 shares; 2024Q4: 33,432 shares; 2025Q1: 34,405 shares; 2025Q2: 34,850 shares; 2025Q3: 34,918 shares; 2025Q4: 36,503 shares; 2026Q1: 35,767 shares 35,767 $4.68M 0.15% -736 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: 15,165 shares; 2024Q4: 14,944 shares; 2025Q1: 14,605 shares; 2025Q2: 15,784 shares; 2025Q3: 16,040 shares; 2025Q4: 16,958 shares; 2026Q1: 13,373 shares 13,373 $4.59M 0.14% -3,585 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: 42,528 shares; 2024Q4: 43,495 shares; 2025Q1: 45,230 shares; 2025Q2: 83,720 shares; 2025Q3: 86,752 shares; 2025Q4: 90,058 shares; 2026Q1: 65,781 shares 65,781 $4.56M 0.14% -24,277 Timeline ROKU ROKU INC More: the full row for ROKU 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: 24,494 shares; 2026Q1: 48,061 shares 48,061 $4.55M 0.14% +23,567 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,468 shares; 2024Q4: 15,162 shares; 2025Q1: 14,408 shares; 2025Q2: 13,961 shares; 2025Q3: 13,238 shares; 2025Q4: 13,060 shares; 2026Q1: 4,212 shares 4,212 $4.5M 0.14% -8,848 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,029 shares; 2024Q4: 3,837 shares; 2025Q1: 3,590 shares; 2025Q2: 3,573 shares; 2025Q3: 3,567 shares; 2025Q4: 3,549 shares; 2026Q1: 3,516 shares 3,516 $4.43M 0.14% -33 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250,593 shares 250,593 $4.4M 0.14% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,124 shares; 2025Q3: 82,037 shares; 2025Q4: 79,903 shares; 2026Q1: 58,889 shares 58,889 $4.39M 0.14% -21,014 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: 52,097 shares; 2024Q4: 46,530 shares; 2025Q1: 39,778 shares; 2025Q2: 38,272 shares; 2025Q3: 34,444 shares; 2025Q4: 34,043 shares; 2026Q1: 33,118 shares 33,118 $4.37M 0.14% -925 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: 144,391 shares; 2024Q4: 141,990 shares; 2025Q1: 137,624 shares; 2025Q2: 119,977 shares; 2025Q3: 119,121 shares; 2025Q4: 117,049 shares; 2026Q1: 105,236 shares 105,236 $4.32M 0.14% -11,813 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,506 shares; 2024Q4: 17,272 shares; 2025Q1: 16,269 shares; 2025Q2: 14,854 shares; 2025Q3: 14,524 shares; 2025Q4: 13,830 shares; 2026Q1: 13,443 shares 13,443 $4.31M 0.13% -387 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,082 shares; 2024Q4: 27,362 shares; 2025Q1: 26,817 shares; 2025Q2: 25,223 shares; 2025Q3: 41,119 shares; 2025Q4: 35,581 shares; 2026Q1: 31,064 shares 31,064 $4.22M 0.13% -4,517 Timeline AMN AMN HEALTHCARE SVCS INC More: the full row for AMN HEALTHCARE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 226,412 shares 226,412 $4.15M 0.13% new Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,830 shares; 2024Q4: 45,047 shares; 2025Q1: 20,240 shares; 2025Q2: 17,264 shares; 2025Q3: 17,178 shares; 2025Q4: 16,820 shares; 2026Q1: 13,618 shares 13,618 $4.14M 0.13% -3,202 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: 27,074 shares; 2024Q4: 24,716 shares; 2025Q1: 45,942 shares; 2025Q2: 24,495 shares; 2025Q3: 24,893 shares; 2025Q4: 36,400 shares; 2026Q1: 25,077 shares 25,077 $4.13M 0.13% -11,323 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 179,953 shares 179,953 $4.1M 0.13% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,098 shares; 2024Q4: 131,395 shares; 2025Q1: 127,421 shares; 2025Q2: 126,785 shares; 2025Q3: 127,224 shares; 2025Q4: 109,223 shares; 2026Q1: 91,969 shares 91,969 $4.08M 0.13% -17,254 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 2,251 shares; 2025Q1: 2,251 shares; 2025Q2: 25,572 shares; 2025Q3: 36,125 shares; 2025Q4: 24,894 shares; 2026Q1: 21,432 shares 21,432 $4M 0.12% -3,462 Timeline BJRI BJS RESTAURANTS INC More: the full row for BJS RESTAURANTS 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: 113,673 shares 113,673 $3.99M 0.12% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,642 shares; 2024Q4: 87,150 shares; 2025Q1: 87,054 shares; 2025Q2: 87,044 shares; 2025Q3: 86,607 shares; 2025Q4: 85,310 shares; 2026Q1: 63,651 shares 63,651 $3.98M 0.12% -21,659 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: 30,118 shares; 2024Q4: 29,271 shares; 2025Q1: 28,779 shares; 2025Q2: 28,756 shares; 2025Q3: 37,059 shares; 2025Q4: 37,063 shares; 2026Q1: 35,800 shares 35,800 $3.97M 0.12% -1,263 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: 24,232 shares; 2024Q4: 27,424 shares; 2025Q1: 27,116 shares; 2025Q2: 26,353 shares; 2025Q3: 27,524 shares; 2025Q4: 49,120 shares; 2026Q1: 55,581 shares 55,581 $3.96M 0.12% +6,461 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,073 shares; 2024Q4: 10,697 shares; 2025Q1: 7,897 shares; 2025Q2: 4,859 shares; 2025Q3: 2,389 shares; 2025Q4: not reported; 2026Q1: 43,571 shares 43,571 $3.96M 0.12% new Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,661 shares; 2024Q4: 78,495 shares; 2025Q1: 78,049 shares; 2025Q2: 77,396 shares; 2025Q3: 79,086 shares; 2025Q4: 81,735 shares; 2026Q1: 56,944 shares 56,944 $3.95M 0.12% -24,791 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: 17,466 shares; 2024Q4: 17,392 shares; 2025Q1: 17,361 shares; 2025Q2: 16,083 shares; 2025Q3: 15,539 shares; 2025Q4: 15,883 shares; 2026Q1: 15,139 shares 15,139 $3.94M 0.12% -744 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: 23,414 shares; 2024Q4: 21,847 shares; 2025Q1: 20,917 shares; 2025Q2: 20,247 shares; 2025Q3: 20,255 shares; 2025Q4: 20,879 shares; 2026Q1: 18,707 shares 18,707 $3.9M 0.12% -2,172 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,761 shares; 2024Q4: 23,840 shares; 2025Q1: 25,512 shares; 2025Q2: 24,418 shares; 2025Q3: 22,246 shares; 2025Q4: 21,342 shares; 2026Q1: 20,606 shares 20,606 $3.9M 0.12% -736 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,530 shares; 2025Q3: 40,490 shares; 2025Q4: 41,902 shares; 2026Q1: 47,239 shares 47,239 $3.78M 0.12% +5,337 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,542 shares; 2024Q4: 30,090 shares; 2025Q1: 30,475 shares; 2025Q2: 30,324 shares; 2025Q3: 30,250 shares; 2025Q4: 30,878 shares; 2026Q1: 29,616 shares 29,616 $3.78M 0.12% -1,262 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: 7,262 shares; 2024Q4: 14,867 shares; 2025Q1: 8,702 shares; 2025Q2: 8,439 shares; 2025Q3: 5,700 shares; 2025Q4: 6,335 shares; 2026Q1: 5,081 shares 5,081 $3.75M 0.12% -1,254 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: 55,456 shares; 2024Q4: 45,418 shares; 2025Q1: 35,117 shares; 2025Q2: 33,602 shares; 2025Q3: 24,207 shares; 2025Q4: 25,983 shares; 2026Q1: 25,281 shares 25,281 $3.72M 0.12% -702 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,265 shares; 2024Q4: 88,029 shares; 2025Q1: 85,159 shares; 2025Q2: 64,818 shares; 2025Q3: 64,346 shares; 2025Q4: 62,898 shares; 2026Q1: 61,038 shares 61,038 $3.68M 0.12% -1,860 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,993 shares; 2024Q4: 9,258 shares; 2025Q1: 24,498 shares; 2025Q2: 11,781 shares; 2025Q3: 19,269 shares; 2025Q4: 40,688 shares; 2026Q1: 62,831 shares 62,831 $3.68M 0.12% +22,143 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: 18,303 shares; 2024Q4: 18,640 shares; 2025Q1: 18,945 shares; 2025Q2: 17,244 shares; 2025Q3: 17,432 shares; 2025Q4: 18,010 shares; 2026Q1: 15,064 shares 15,064 $3.65M 0.11% -2,946 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: 50,066 shares; 2024Q4: 45,638 shares; 2025Q1: 44,906 shares; 2025Q2: 40,341 shares; 2025Q3: 39,714 shares; 2025Q4: 39,894 shares; 2026Q1: 39,034 shares 39,034 $3.65M 0.11% -860 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: 17,257 shares; 2024Q4: 21,449 shares; 2025Q1: 28,162 shares; 2025Q2: 54,775 shares; 2025Q3: 57,893 shares; 2025Q4: 60,512 shares; 2026Q1: 72,944 shares 72,944 $3.64M 0.11% +12,432 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: not reported; 2024Q4: 15,438 shares; 2025Q1: 15,633 shares; 2025Q2: 19,778 shares; 2025Q3: 21,910 shares; 2025Q4: 22,258 shares; 2026Q1: 22,015 shares 22,015 $3.61M 0.11% -243 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: 19,539 shares; 2024Q4: 20,953 shares; 2025Q1: 20,657 shares; 2025Q2: 20,244 shares; 2025Q3: 21,887 shares; 2025Q4: 20,465 shares; 2026Q1: 17,879 shares 17,879 $3.55M 0.11% -2,586 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,530 shares; 2025Q4: 36,600 shares; 2026Q1: 36,272 shares 36,272 $3.53M 0.11% -328 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: 3,909 shares; 2024Q4: 3,727 shares; 2025Q1: 3,719 shares; 2025Q2: 56,409 shares; 2025Q3: 61,387 shares; 2025Q4: 62,444 shares; 2026Q1: 38,076 shares 38,076 $3.51M 0.11% -24,368 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,102 shares; 2024Q4: 16,844 shares; 2025Q1: 16,468 shares; 2025Q2: 16,383 shares; 2025Q3: 12,447 shares; 2025Q4: 11,785 shares; 2026Q1: 10,524 shares 10,524 $3.51M 0.11% -1,261 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: 77,082 shares; 2024Q4: 9,049 shares; 2025Q1: 8,487 shares; 2025Q2: 67,091 shares; 2025Q3: 65,591 shares; 2025Q4: 65,106 shares; 2026Q1: 58,736 shares 58,736 $3.49M 0.11% -6,370 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS 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: 37,359 shares; 2025Q4: 37,407 shares; 2026Q1: 37,145 shares 37,145 $3.47M 0.11% -262 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: 72,211 shares; 2024Q4: 72,853 shares; 2025Q1: 73,982 shares; 2025Q2: 73,883 shares; 2025Q3: 72,519 shares; 2025Q4: 70,946 shares; 2026Q1: 63,539 shares 63,539 $3.43M 0.11% -7,407 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: 193,282 shares; 2024Q4: 200,646 shares; 2025Q1: 142,273 shares; 2025Q2: 131,265 shares; 2025Q3: 121,825 shares; 2025Q4: 116,528 shares; 2026Q1: 71,521 shares 71,521 $3.39M 0.11% -45,007 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,054 shares; 2024Q4: 20,830 shares; 2025Q1: 9,287 shares; 2025Q2: 8,612 shares; 2025Q3: 8,458 shares; 2025Q4: 8,087 shares; 2026Q1: 6,223 shares 6,223 $3.38M 0.11% -1,864 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,540 shares; 2024Q4: 84,734 shares; 2025Q1: 86,661 shares; 2025Q2: 86,861 shares; 2025Q3: 88,376 shares; 2025Q4: 89,360 shares; 2026Q1: 74,213 shares 74,213 $3.36M 0.11% -15,147 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 128,541 shares 128,541 $3.26M 0.1% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,750 shares; 2024Q4: 30,377 shares; 2025Q1: 16,959 shares; 2025Q2: 16,051 shares; 2025Q3: 15,903 shares; 2025Q4: 15,974 shares; 2026Q1: 15,560 shares 15,560 $3.23M 0.1% -414 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,589 shares; 2024Q4: 23,271 shares; 2025Q1: 17,689 shares; 2025Q2: 17,163 shares; 2025Q3: 17,406 shares; 2025Q4: 17,877 shares; 2026Q1: 69,461 shares 69,461 $3.22M 0.1% +51,584 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: 16,410 shares; 2024Q4: 15,369 shares; 2025Q1: 14,644 shares; 2025Q2: 13,118 shares; 2025Q3: 13,128 shares; 2025Q4: 13,480 shares; 2026Q1: 12,887 shares 12,887 $3.13M 0.1% -593 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: 45,907 shares; 2024Q4: 19,662 shares; 2025Q1: 16,966 shares; 2025Q2: 16,059 shares; 2025Q3: 15,754 shares; 2025Q4: 15,600 shares; 2026Q1: 14,393 shares 14,393 $3.12M 0.1% -1,207 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: 19,949 shares; 2024Q4: 20,243 shares; 2025Q1: 20,119 shares; 2025Q2: 19,702 shares; 2025Q3: 19,137 shares; 2025Q4: 19,245 shares; 2026Q1: 19,122 shares 19,122 $3.11M 0.1% -123 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: not reported; 2024Q4: 2,952 shares; 2025Q1: 2,651 shares; 2025Q2: 1,735 shares; 2025Q3: 1,819 shares; 2025Q4: 16,580 shares; 2026Q1: 15,170 shares 15,170 $3.09M 0.1% -1,410 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: 96,310 shares; 2024Q4: 98,430 shares; 2025Q1: 89,625 shares; 2025Q2: 89,901 shares; 2025Q3: 89,752 shares; 2025Q4: 87,400 shares; 2026Q1: 77,094 shares 77,094 $3.08M 0.1% -10,306 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: 153,869 shares; 2024Q4: 154,275 shares; 2025Q1: 152,148 shares; 2025Q2: 66,809 shares; 2025Q3: 49,603 shares; 2025Q4: 46,647 shares; 2026Q1: 30,068 shares 30,068 $3.07M 0.1% -16,579 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: 21,439 shares; 2024Q4: 21,887 shares; 2025Q1: 22,341 shares; 2025Q2: 19,666 shares; 2025Q3: 18,955 shares; 2025Q4: 19,608 shares; 2026Q1: 19,201 shares 19,201 $2.98M 0.09% -407 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: 7,412 shares; 2024Q4: 4,187 shares; 2025Q1: 4,263 shares; 2025Q2: 4,213 shares; 2025Q3: 4,076 shares; 2025Q4: 4,186 shares; 2026Q1: 2,950 shares 2,950 $2.94M 0.09% -1,236 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: 18,724 shares; 2024Q4: 40,441 shares; 2025Q1: 21,975 shares; 2025Q2: 21,667 shares; 2025Q3: 21,650 shares; 2025Q4: 21,081 shares; 2026Q1: 6,999 shares 6,999 $2.92M 0.09% -14,082 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: 11,495 shares; 2024Q4: 11,684 shares; 2025Q1: 11,289 shares; 2025Q2: 11,414 shares; 2025Q3: 11,328 shares; 2025Q4: 11,309 shares; 2026Q1: 9,840 shares 9,840 $2.87M 0.09% -1,469 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,757 shares 20,757 $2.81M 0.09% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,993 shares; 2024Q4: 75,435 shares; 2025Q1: 68,168 shares; 2025Q2: 69,076 shares; 2025Q3: 62,942 shares; 2025Q4: 61,695 shares; 2026Q1: 39,733 shares 39,733 $2.81M 0.09% -21,962 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310,042 shares; 2024Q4: 185,316 shares; 2025Q1: 124,996 shares; 2025Q2: 118,837 shares; 2025Q3: 117,660 shares; 2025Q4: 113,200 shares; 2026Q1: 101,210 shares 101,210 $2.77M 0.09% -11,990 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 173,192 shares 173,192 $2.76M 0.09% new Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,825 shares; 2024Q4: 219,575 shares; 2025Q1: 218,575 shares; 2025Q2: 218,213 shares; 2025Q3: 214,439 shares; 2025Q4: 261,687 shares; 2026Q1: 138,929 shares 138,929 $2.7M 0.08% -122,758 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: not reported; 2024Q4: not reported; 2025Q1: 11,762 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,116 shares 27,116 $2.69M 0.08% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,984 shares; 2024Q4: 4,893 shares; 2025Q1: 3,808 shares; 2025Q2: 3,588 shares; 2025Q3: 3,338 shares; 2025Q4: 3,338 shares; 2026Q1: 3,645 shares 3,645 $2.65M 0.08% +307 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: 29,833 shares; 2024Q4: 29,966 shares; 2025Q1: 30,017 shares; 2025Q2: 28,977 shares; 2025Q3: 29,026 shares; 2025Q4: 30,051 shares; 2026Q1: 28,302 shares 28,302 $2.63M 0.08% -1,749 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: 7,272 shares; 2024Q4: 6,791 shares; 2025Q1: 7,548 shares; 2025Q2: 8,974 shares; 2025Q3: 7,634 shares; 2025Q4: 7,973 shares; 2026Q1: 7,319 shares 7,319 $2.62M 0.08% -654 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,324 shares; 2024Q4: 105,685 shares; 2025Q1: 83,598 shares; 2025Q2: 82,585 shares; 2025Q3: 74,545 shares; 2025Q4: 71,955 shares; 2026Q1: 34,683 shares 34,683 $2.53M 0.08% -37,272 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,637 shares; 2025Q4: 10,938 shares; 2026Q1: 17,402 shares 17,402 $2.48M 0.08% +6,464 Timeline RIGL RIGEL PHARMACEUTICALS INC More: the full row for RIGEL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,683 shares 91,683 $2.48M 0.08% new Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,578 shares 61,578 $2.48M 0.08% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,848 shares; 2025Q1: 45,303 shares; 2025Q2: 41,106 shares; 2025Q3: 93,881 shares; 2025Q4: 535,808 shares; 2026Q1: 174,757 shares 174,757 $2.46M 0.08% -361,051 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,521 shares; 2024Q4: 32,769 shares; 2025Q1: 32,765 shares; 2025Q2: 18,857 shares; 2025Q3: 14,588 shares; 2025Q4: 13,694 shares; 2026Q1: 25,166 shares 25,166 $2.46M 0.08% +11,472 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: 22,517 shares; 2024Q4: 23,547 shares; 2025Q1: 24,199 shares; 2025Q2: 27,038 shares; 2025Q3: 27,617 shares; 2025Q4: 28,880 shares; 2026Q1: 28,784 shares 28,784 $2.45M 0.08% -96 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: 18,011 shares; 2024Q4: 12,578 shares; 2025Q1: 11,450 shares; 2025Q2: 6,194 shares; 2025Q3: 6,302 shares; 2025Q4: 6,159 shares; 2026Q1: 6,395 shares 6,395 $2.43M 0.08% +236 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,579 shares; 2025Q4: 10,902 shares; 2026Q1: 7,174 shares 7,174 $2.42M 0.08% -3,728 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: 40,465 shares; 2024Q4: 34,065 shares; 2025Q1: 31,453 shares; 2025Q2: 25,095 shares; 2025Q3: 22,464 shares; 2025Q4: 20,290 shares; 2026Q1: 11,703 shares 11,703 $2.42M 0.08% -8,587 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: 47,132 shares; 2024Q4: 48,557 shares; 2025Q1: 49,905 shares; 2025Q2: 48,849 shares; 2025Q3: 46,664 shares; 2025Q4: 45,526 shares; 2026Q1: 33,030 shares 33,030 $2.4M 0.08% -12,496 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: 8,980 shares; 2024Q4: 7,570 shares; 2025Q1: 7,361 shares; 2025Q2: 7,128 shares; 2025Q3: 6,743 shares; 2025Q4: 6,746 shares; 2026Q1: 4,447 shares 4,447 $2.39M 0.07% -2,299 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,457 shares; 2024Q4: 9,353 shares; 2025Q1: 9,092 shares; 2025Q2: 8,777 shares; 2025Q3: 8,819 shares; 2025Q4: 8,822 shares; 2026Q1: 8,917 shares 8,917 $2.38M 0.07% +95 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: 22,305 shares; 2024Q4: 21,826 shares; 2025Q1: 18,062 shares; 2025Q2: 20,720 shares; 2025Q3: 48,557 shares; 2025Q4: 31,640 shares; 2026Q1: 17,499 shares 17,499 $2.35M 0.07% -14,141 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: 9,867 shares; 2024Q4: 9,939 shares; 2025Q1: 5,311 shares; 2025Q2: 5,687 shares; 2025Q3: 5,702 shares; 2025Q4: 7,420 shares; 2026Q1: 3,600 shares 3,600 $2.34M 0.07% -3,820 Timeline SPYV 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: 38,337 shares; 2024Q4: 47,113 shares; 2025Q1: 47,424 shares; 2025Q2: 66,513 shares; 2025Q3: 64,399 shares; 2025Q4: 60,301 shares; 2026Q1: 41,340 shares 41,340 $2.34M 0.07% -18,961 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: 3,643 shares; 2024Q4: 3,643 shares; 2025Q1: 3,673 shares; 2025Q2: 3,566 shares; 2025Q3: 5,303 shares; 2025Q4: 5,887 shares; 2026Q1: 5,898 shares 5,898 $2.31M 0.07% +11 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,029 shares; 2026Q1: 30,264 shares 30,264 $2.28M 0.07% +18,235 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,079 shares; 2024Q4: 16,602 shares; 2025Q1: 20,211 shares; 2025Q2: 21,291 shares; 2025Q3: 22,406 shares; 2025Q4: 25,588 shares; 2026Q1: 22,556 shares 22,556 $2.27M 0.07% -3,032 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: 24,907 shares; 2024Q4: 24,843 shares; 2025Q1: 24,172 shares; 2025Q2: 24,087 shares; 2025Q3: 23,539 shares; 2025Q4: 23,674 shares; 2026Q1: 22,014 shares 22,014 $2.26M 0.07% -1,660 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: 31,012 shares; 2024Q4: 18,009 shares; 2025Q1: 17,364 shares; 2025Q2: 14,703 shares; 2025Q3: 14,767 shares; 2025Q4: 14,578 shares; 2026Q1: 12,061 shares 12,061 $2.2M 0.07% -2,517 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: 11,898 shares; 2024Q4: 12,040 shares; 2025Q1: 13,414 shares; 2025Q2: 11,381 shares; 2025Q3: 10,665 shares; 2025Q4: 14,315 shares; 2026Q1: 7,631 shares 7,631 $2.19M 0.07% -6,684 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: 46,161 shares; 2024Q4: 37,767 shares; 2025Q1: 38,805 shares; 2025Q2: 39,131 shares; 2025Q3: 6,631 shares; 2025Q4: 5,468 shares; 2026Q1: 4,810 shares 4,810 $2.15M 0.07% -658 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: 32,698 shares; 2024Q4: 23,566 shares; 2025Q1: 22,471 shares; 2025Q2: 20,520 shares; 2025Q3: 20,495 shares; 2025Q4: 20,514 shares; 2026Q1: 16,382 shares 16,382 $2.15M 0.07% -4,132 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 2,728 shares; 2025Q1: 2,675 shares; 2025Q2: 2,463 shares; 2025Q3: 11,066 shares; 2025Q4: 10,108 shares; 2026Q1: 10,078 shares 10,078 $2.14M 0.07% -30 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: 7,581 shares; 2024Q4: 9,060 shares; 2025Q1: 9,292 shares; 2025Q2: 9,538 shares; 2025Q3: 10,581 shares; 2025Q4: 10,244 shares; 2026Q1: 8,396 shares 8,396 $2.09M 0.07% -1,848 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: 65,405 shares; 2024Q4: 61,098 shares; 2025Q1: 57,078 shares; 2025Q2: 52,786 shares; 2025Q3: 50,699 shares; 2025Q4: 49,982 shares; 2026Q1: 47,212 shares 47,212 $2.08M 0.07% -2,770 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,936 shares 78,936 $2.06M 0.06% 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: 38,157 shares; 2024Q4: 130,798 shares; 2025Q1: 411,589 shares; 2025Q2: 209,163 shares; 2025Q3: 202,476 shares; 2025Q4: 171,536 shares; 2026Q1: 53,356 shares 53,356 $1.99M 0.06% -118,180 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: 56,644 shares; 2024Q4: 47,929 shares; 2025Q1: 51,414 shares; 2025Q2: 44,968 shares; 2025Q3: 42,072 shares; 2025Q4: 22,879 shares; 2026Q1: 16,400 shares 16,400 $1.97M 0.06% -6,479 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,312 shares; 2025Q1: 59,785 shares; 2025Q2: 5,758 shares; 2025Q3: 5,882 shares; 2025Q4: 5,574 shares; 2026Q1: 4,456 shares 4,456 $1.94M 0.06% -1,118 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,666 shares; 2024Q4: 20,972 shares; 2025Q1: 55,399 shares; 2025Q2: 14,969 shares; 2025Q3: 13,913 shares; 2025Q4: 24,521 shares; 2026Q1: 22,108 shares 22,108 $1.94M 0.06% -2,413 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,371 shares; 2024Q4: 15,350 shares; 2025Q1: 14,422 shares; 2025Q2: 13,261 shares; 2025Q3: 13,246 shares; 2025Q4: 13,091 shares; 2026Q1: 12,802 shares 12,802 $1.92M 0.06% -289 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: 60,640 shares; 2024Q4: 59,911 shares; 2025Q1: 59,628 shares; 2025Q2: 57,241 shares; 2025Q3: 41,012 shares; 2025Q4: 39,259 shares; 2026Q1: 24,765 shares 24,765 $1.88M 0.06% -14,494 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,486 shares 28,486 $1.87M 0.06% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,666 shares; 2024Q4: 14,666 shares; 2025Q1: not reported; 2025Q2: 148,227 shares; 2025Q3: 156,702 shares; 2025Q4: 147,960 shares; 2026Q1: 119,235 shares 119,235 $1.87M 0.06% -28,725 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434,164 shares; 2024Q4: 473,821 shares; 2025Q1: 266,397 shares; 2025Q2: 250,146 shares; 2025Q3: 230,765 shares; 2025Q4: 223,837 shares; 2026Q1: 45,779 shares 45,779 $1.85M 0.06% -178,058 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,683 shares; 2024Q4: 7,325 shares; 2025Q1: 7,265 shares; 2025Q2: 7,017 shares; 2025Q3: 7,000 shares; 2025Q4: 6,846 shares; 2026Q1: 6,419 shares 6,419 $1.84M 0.06% -427 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: 9,614 shares; 2024Q4: 6,160 shares; 2025Q1: 6,125 shares; 2025Q2: 5,463 shares; 2025Q3: 6,862 shares; 2025Q4: 7,202 shares; 2026Q1: 18,387 shares 18,387 $1.84M 0.06% +11,185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,575 shares; 2025Q4: 86,655 shares; 2026Q1: 25,559 shares 25,559 $1.84M 0.06% -61,096 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,481 shares 48,481 $1.83M 0.06% 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: 33,276 shares; 2024Q4: 32,850 shares; 2025Q1: 32,462 shares; 2025Q2: 32,173 shares; 2025Q3: 30,821 shares; 2025Q4: 30,753 shares; 2026Q1: 30,795 shares 30,795 $1.82M 0.06% +42 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: 11,310 shares; 2024Q4: 10,826 shares; 2025Q1: 12,102 shares; 2025Q2: 13,513 shares; 2025Q3: 12,411 shares; 2025Q4: 12,084 shares; 2026Q1: 8,483 shares 8,483 $1.82M 0.06% -3,601 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: 3,142 shares; 2024Q4: 3,094 shares; 2025Q1: 3,251 shares; 2025Q2: 3,098 shares; 2025Q3: 2,978 shares; 2025Q4: 2,922 shares; 2026Q1: 2,650 shares 2,650 $1.81M 0.06% -272 Timeline EZPW EZCORP INC More: the full row for EZCORP 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: 71,006 shares 71,006 $1.8M 0.06% new Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,890 shares; 2025Q2: 39,138 shares; 2025Q3: 27,227 shares; 2025Q4: 30,326 shares; 2026Q1: 29,020 shares 29,020 $1.77M 0.06% -1,306 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,949 shares; 2024Q4: 21,684 shares; 2025Q1: 19,088 shares; 2025Q2: 18,633 shares; 2025Q3: 19,266 shares; 2025Q4: 19,870 shares; 2026Q1: 15,650 shares 15,650 $1.76M 0.06% -4,220 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,300 shares; 2025Q3: 52,181 shares; 2025Q4: 53,371 shares; 2026Q1: 42,746 shares 42,746 $1.74M 0.05% -10,625 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,746 shares; 2025Q1: 1,746 shares; 2025Q2: 1,757 shares; 2025Q3: 1,761 shares; 2025Q4: 1,780 shares; 2026Q1: 1,594 shares 1,594 $1.74M 0.05% -186 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: 3,929 shares; 2024Q4: 3,921 shares; 2025Q1: 3,871 shares; 2025Q2: 9,581 shares; 2025Q3: 26,967 shares; 2025Q4: 6,097 shares; 2026Q1: 3,478 shares 3,478 $1.74M 0.05% -2,619 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: 22,422 shares; 2024Q4: 22,542 shares; 2025Q1: 22,232 shares; 2025Q2: 20,906 shares; 2025Q3: 20,736 shares; 2025Q4: 21,335 shares; 2026Q1: 30,609 shares 30,609 $1.72M 0.05% +9,274 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: 15,202 shares; 2024Q4: 12,821 shares; 2025Q1: 53,517 shares; 2025Q2: 32,062 shares; 2025Q3: 29,326 shares; 2025Q4: 25,761 shares; 2026Q1: 17,659 shares 17,659 $1.7M 0.05% -8,102 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 12,734 shares; 2025Q4: 12,577 shares; 2026Q1: 14,031 shares 14,031 $1.69M 0.05% +1,454 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: 6,959 shares; 2024Q4: 6,918 shares; 2025Q1: 5,382 shares; 2025Q2: 5,509 shares; 2025Q3: 4,930 shares; 2025Q4: 5,423 shares; 2026Q1: 4,540 shares 4,540 $1.69M 0.05% -883 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121,472 shares; 2025Q2: 97,228 shares; 2025Q3: 110,036 shares; 2025Q4: 70,613 shares; 2026Q1: 21,079 shares 21,079 $1.67M 0.05% -49,534 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: 13,513 shares; 2024Q4: 13,310 shares; 2025Q1: 13,196 shares; 2025Q2: 12,691 shares; 2025Q3: 12,093 shares; 2025Q4: 12,141 shares; 2026Q1: 11,455 shares 11,455 $1.66M 0.05% -686 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: 7,741 shares; 2024Q4: 8,366 shares; 2025Q1: 8,177 shares; 2025Q2: 7,774 shares; 2025Q3: 7,671 shares; 2025Q4: 7,386 shares; 2026Q1: 5,072 shares 5,072 $1.65M 0.05% -2,314 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS 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: 9,636 shares 9,636 $1.63M 0.05% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,051 shares; 2024Q4: 25,278 shares; 2025Q1: 20,614 shares; 2025Q2: 17,268 shares; 2025Q3: 9,061 shares; 2025Q4: 8,756 shares; 2026Q1: 8,302 shares 8,302 $1.62M 0.05% -454 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: 9,239 shares; 2024Q4: 9,229 shares; 2025Q1: 9,204 shares; 2025Q2: 8,962 shares; 2025Q3: 8,860 shares; 2025Q4: 9,281 shares; 2026Q1: 8,920 shares 8,920 $1.61M 0.05% -361 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: 15,029 shares; 2024Q4: 29,447 shares; 2025Q1: 21,131 shares; 2025Q2: 20,956 shares; 2025Q3: 20,177 shares; 2025Q4: 19,850 shares; 2026Q1: 14,218 shares 14,218 $1.6M 0.05% -5,632 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: 42,073 shares; 2024Q4: 41,844 shares; 2025Q1: 41,901 shares; 2025Q2: 41,901 shares; 2025Q3: 42,126 shares; 2025Q4: 42,458 shares; 2026Q1: 33,546 shares 33,546 $1.58M 0.05% -8,912 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: 8,619 shares; 2024Q4: 9,515 shares; 2025Q1: 7,906 shares; 2025Q2: 19,912 shares; 2025Q3: 22,071 shares; 2025Q4: 25,832 shares; 2026Q1: 23,842 shares 23,842 $1.57M 0.05% -1,990 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,721 shares; 2026Q1: 16,845 shares 16,845 $1.57M 0.05% -7,876 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: 3,406 shares; 2024Q4: 3,389 shares; 2025Q1: 3,761 shares; 2025Q2: 3,129 shares; 2025Q3: 2,968 shares; 2025Q4: 6,671 shares; 2026Q1: 4,885 shares 4,885 $1.57M 0.05% -1,786 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,039 shares; 2024Q4: 6,999 shares; 2025Q1: 6,499 shares; 2025Q2: 5,907 shares; 2025Q3: 5,864 shares; 2025Q4: 5,638 shares; 2026Q1: 4,347 shares 4,347 $1.55M 0.05% -1,291 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: 4,621 shares; 2024Q4: 4,518 shares; 2025Q1: 4,353 shares; 2025Q2: 4,693 shares; 2025Q3: 4,473 shares; 2025Q4: 5,947 shares; 2026Q1: 2,678 shares 2,678 $1.55M 0.05% -3,269 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR 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: 46,834 shares 46,834 $1.54M 0.05% new Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,481 shares; 2024Q4: 255,983 shares; 2025Q1: 84,783 shares; 2025Q2: 59,400 shares; 2025Q3: 57,426 shares; 2025Q4: 56,916 shares; 2026Q1: 45,289 shares 45,289 $1.54M 0.05% -11,627 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,441 shares; 2024Q4: 66,874 shares; 2025Q1: 67,926 shares; 2025Q2: 66,745 shares; 2025Q3: 63,337 shares; 2025Q4: 64,969 shares; 2026Q1: 52,391 shares 52,391 $1.51M 0.05% -12,578 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 2,412 shares; 2025Q1: 2,389 shares; 2025Q2: 3,919 shares; 2025Q3: 3,002 shares; 2025Q4: 2,946 shares; 2026Q1: 2,338 shares 2,338 $1.5M 0.05% -608 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: 12,237 shares; 2024Q4: 12,753 shares; 2025Q1: 12,368 shares; 2025Q2: 10,792 shares; 2025Q3: 10,480 shares; 2025Q4: 63,621 shares; 2026Q1: 24,708 shares 24,708 $1.5M 0.05% -38,913 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: 37,653 shares; 2024Q4: 39,043 shares; 2025Q1: 52,393 shares; 2025Q2: 51,687 shares; 2025Q3: 52,770 shares; 2025Q4: 54,937 shares; 2026Q1: 51,562 shares 51,562 $1.49M 0.05% -3,375 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: 9,096 shares; 2024Q4: 9,086 shares; 2025Q1: 9,154 shares; 2025Q2: 9,107 shares; 2025Q3: 9,082 shares; 2025Q4: 9,138 shares; 2026Q1: 11,288 shares 11,288 $1.48M 0.05% +2,150 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY 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: 38,863 shares; 2025Q4: not reported; 2026Q1: 23,502 shares 23,502 $1.47M 0.05% new Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,601 shares; 2024Q4: 10,161 shares; 2025Q1: 9,978 shares; 2025Q2: 9,978 shares; 2025Q3: 9,894 shares; 2025Q4: 9,919 shares; 2026Q1: 17,219 shares 17,219 $1.46M 0.05% +7,300 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,532 shares; 2024Q4: 47,552 shares; 2025Q1: 45,004 shares; 2025Q2: 45,812 shares; 2025Q3: 46,828 shares; 2025Q4: 48,664 shares; 2026Q1: 56,238 shares 56,238 $1.45M 0.05% +7,574 Timeline MEOH METHANEX CORP More: the full row for METHANEX 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: 18,689 shares; 2025Q4: 18,695 shares; 2026Q1: 24,370 shares 24,370 $1.45M 0.05% +5,675 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: 7,174 shares; 2024Q4: 6,569 shares; 2025Q1: 6,449 shares; 2025Q2: 6,169 shares; 2025Q3: 6,000 shares; 2025Q4: 5,978 shares; 2026Q1: 5,434 shares 5,434 $1.45M 0.05% -544 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.04% 0 Timeline SNEX STONEX GROUP INC More: the full row for STONEX 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: 49,819 shares; 2026Q1: 17,721 shares 17,721 $1.43M 0.04% -32,098 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 931 shares; 2026Q1: 7,216 shares 7,216 $1.43M 0.04% +6,285 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,258 shares; 2025Q4: 25,226 shares; 2026Q1: 24,842 shares 24,842 $1.42M 0.04% -384 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: 9,228 shares; 2024Q4: 11,605 shares; 2025Q1: 11,884 shares; 2025Q2: 10,860 shares; 2025Q3: 10,699 shares; 2025Q4: 8,448 shares; 2026Q1: 6,910 shares 6,910 $1.4M 0.04% -1,538 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: 12,978 shares; 2024Q4: 12,638 shares; 2025Q1: 13,327 shares; 2025Q2: 12,448 shares; 2025Q3: 13,315 shares; 2025Q4: 13,164 shares; 2026Q1: 10,795 shares 10,795 $1.37M 0.04% -2,369 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,967 shares 5,967 $1.36M 0.04% new Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 378,903 shares; 2025Q1: 398,092 shares; 2025Q2: 113,752 shares; 2025Q3: 107,137 shares; 2025Q4: 105,411 shares; 2026Q1: 59,970 shares 59,970 $1.33M 0.04% -45,441 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,701 shares; 2025Q2: 29,602 shares; 2025Q3: 30,978 shares; 2025Q4: 33,765 shares; 2026Q1: 47,802 shares 47,802 $1.33M 0.04% +14,037 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,087 shares 30,087 $1.32M 0.04% 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: 6,754 shares; 2024Q4: 6,178 shares; 2025Q1: 5,261 shares; 2025Q2: 5,059 shares; 2025Q3: 5,059 shares; 2025Q4: 5,484 shares; 2026Q1: 3,975 shares 3,975 $1.3M 0.04% -1,509 Timeline AVA AVISTA CORP More: the full row for AVISTA 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: 20,651 shares; 2026Q1: 32,357 shares 32,357 $1.3M 0.04% +11,706 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: 4,175 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,066 shares 20,066 $1.29M 0.04% 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,119 shares 9,119 $1.27M 0.04% 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: 7,338 shares; 2024Q4: 6,840 shares; 2025Q1: 6,519 shares; 2025Q2: 6,173 shares; 2025Q3: 5,720 shares; 2025Q4: 4,391 shares; 2026Q1: 4,318 shares 4,318 $1.26M 0.04% -73 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,417 shares; 2024Q4: 5,261 shares; 2025Q1: 4,982 shares; 2025Q2: 5,355 shares; 2025Q3: 5,128 shares; 2025Q4: 4,899 shares; 2026Q1: 3,171 shares 3,171 $1.26M 0.04% -1,728 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,715 shares; 2024Q4: 39,624 shares; 2025Q1: 39,405 shares; 2025Q2: 38,940 shares; 2025Q3: 38,546 shares; 2025Q4: 36,748 shares; 2026Q1: 32,222 shares 32,222 $1.25M 0.04% -4,526 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,473 shares; 2024Q4: 29,598 shares; 2025Q1: 27,091 shares; 2025Q2: 25,746 shares; 2025Q3: 22,072 shares; 2025Q4: 21,276 shares; 2026Q1: 15,137 shares 15,137 $1.24M 0.04% -6,139 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,752 shares; 2024Q4: 7,752 shares; 2025Q1: 7,538 shares; 2025Q2: 7,358 shares; 2025Q3: 7,267 shares; 2025Q4: 7,414 shares; 2026Q1: 7,252 shares 7,252 $1.24M 0.04% -162 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: 3,900 shares; 2024Q4: 3,717 shares; 2025Q1: 4,091 shares; 2025Q2: 3,453 shares; 2025Q3: 3,472 shares; 2025Q4: 3,758 shares; 2026Q1: 2,813 shares 2,813 $1.23M 0.04% -945 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,749 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,584 shares; 2025Q4: 10,549 shares; 2026Q1: 20,153 shares 20,153 $1.22M 0.04% +9,604 Timeline VCYT VERACYTE INC More: the full row for VERACYTE 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: 37,751 shares 37,751 $1.22M 0.04% 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: 2,230 shares 2,230 $1.21M 0.04% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 1,984 shares; 2025Q1: 2,347 shares; 2025Q2: 115,055 shares; 2025Q3: 117,060 shares; 2025Q4: 9,457 shares; 2026Q1: 6,117 shares 6,117 $1.2M 0.04% -3,340 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: 8,656 shares; 2024Q4: 8,656 shares; 2025Q1: 8,656 shares; 2025Q2: 8,460 shares; 2025Q3: 7,660 shares; 2025Q4: 22,772 shares; 2026Q1: 19,185 shares 19,185 $1.19M 0.04% -3,587 Timeline TVTX TRAVERE THERAPEUTICS INC More: the full row for TRAVERE THERAPEUTICS 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: 39,724 shares 39,724 $1.18M 0.04% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,350 shares; 2026Q1: 20,446 shares 20,446 $1.18M 0.04% -60,904 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,725 shares 30,725 $1.18M 0.04% 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: 26,430 shares; 2024Q4: 23,700 shares; 2025Q1: 23,700 shares; 2025Q2: 20,400 shares; 2025Q3: 20,400 shares; 2025Q4: 20,408 shares; 2026Q1: 20,400 shares 20,400 $1.15M 0.04% -8 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,936 shares 28,936 $1.15M 0.04% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,809 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,837 shares; 2025Q3: 31,064 shares; 2025Q4: 29,883 shares; 2026Q1: 3,795 shares 3,795 $1.14M 0.04% -26,088 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,040 shares 44,040 $1.14M 0.04% new Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,112 shares; 2024Q4: 63,740 shares; 2025Q1: 52,537 shares; 2025Q2: 52,310 shares; 2025Q3: 48,974 shares; 2025Q4: 47,614 shares; 2026Q1: 37,249 shares 37,249 $1.13M 0.04% -10,365 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL 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: 52,796 shares 52,796 $1.13M 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: 20,947 shares; 2024Q4: 25,738 shares; 2025Q1: 6,202 shares; 2025Q2: 5,142 shares; 2025Q3: 4,883 shares; 2025Q4: 4,582 shares; 2026Q1: 3,411 shares 3,411 $1.13M 0.04% -1,171 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,560 shares; 2024Q4: 67,618 shares; 2025Q1: 67,353 shares; 2025Q2: 66,479 shares; 2025Q3: 65,110 shares; 2025Q4: 64,499 shares; 2026Q1: 58,297 shares 58,297 $1.13M 0.04% -6,202 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,292 shares; 2024Q4: 13,409 shares; 2025Q1: 21,512 shares; 2025Q2: 23,481 shares; 2025Q3: 23,365 shares; 2025Q4: 21,341 shares; 2026Q1: 24,474 shares 24,474 $1.12M 0.04% +3,133 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: 36,756 shares; 2024Q4: 30,550 shares; 2025Q1: 29,154 shares; 2025Q2: 25,417 shares; 2025Q3: 9,476 shares; 2025Q4: 9,541 shares; 2026Q1: 9,667 shares 9,667 $1.12M 0.03% +126 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,854 shares; 2024Q4: 9,914 shares; 2025Q1: 9,745 shares; 2025Q2: 9,217 shares; 2025Q3: 9,133 shares; 2025Q4: 9,226 shares; 2026Q1: 14,389 shares 14,389 $1.11M 0.03% +5,163 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: 8,376 shares; 2024Q4: 8,348 shares; 2025Q1: 8,776 shares; 2025Q2: 28,844 shares; 2025Q3: 28,605 shares; 2025Q4: 30,503 shares; 2026Q1: 32,710 shares 32,710 $1.11M 0.03% +2,207 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: 13,010 shares; 2024Q4: 12,785 shares; 2025Q1: 11,286 shares; 2025Q2: 11,432 shares; 2025Q3: 11,431 shares; 2025Q4: 12,035 shares; 2026Q1: 11,466 shares 11,466 $1.11M 0.03% -569 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP 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: 9,293 shares; 2025Q3: 10,617 shares; 2025Q4: 11,029 shares; 2026Q1: 10,332 shares 10,332 $1.1M 0.03% -697 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,422 shares; 2025Q4: 12,640 shares; 2026Q1: 7,537 shares 7,537 $1.1M 0.03% -5,103 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: 8,671 shares; 2024Q4: 8,546 shares; 2025Q1: 8,403 shares; 2025Q2: 7,915 shares; 2025Q3: 7,490 shares; 2025Q4: 8,703 shares; 2026Q1: 5,618 shares 5,618 $1.09M 0.03% -3,085 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 4,818 shares; 2025Q1: 4,820 shares; 2025Q2: 4,416 shares; 2025Q3: 4,392 shares; 2025Q4: 4,285 shares; 2026Q1: 4,329 shares 4,329 $1.09M 0.03% +44 Timeline CWH CAMPING WORLD HLDGS INC More: the full row for CAMPING WORLD 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: 97,045 shares; 2025Q4: 201,614 shares; 2026Q1: 159,065 shares 159,065 $1.09M 0.03% -42,549 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: 7,831 shares; 2024Q4: 6,367 shares; 2025Q1: 6,167 shares; 2025Q2: 5,749 shares; 2025Q3: 5,739 shares; 2025Q4: 5,843 shares; 2026Q1: 4,798 shares 4,798 $1.08M 0.03% -1,045 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: 39,619 shares; 2024Q4: 143,731 shares; 2025Q1: 156,990 shares; 2025Q2: 75,917 shares; 2025Q3: 50,712 shares; 2025Q4: 48,204 shares; 2026Q1: 38,301 shares 38,301 $1.08M 0.03% -9,903 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,974 shares; 2024Q4: 28,519 shares; 2025Q1: 92,326 shares; 2025Q2: 62,930 shares; 2025Q3: 73,270 shares; 2025Q4: 24,964 shares; 2026Q1: 20,312 shares 20,312 $1.07M 0.03% -4,652 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,610 shares; 2025Q1: 3,610 shares; 2025Q2: 16,504 shares; 2025Q3: 5,362 shares; 2025Q4: 4,463 shares; 2026Q1: 3,627 shares 3,627 $1.07M 0.03% -836 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,380 shares; 2025Q3: 12,317 shares; 2025Q4: 15,629 shares; 2026Q1: 72,093 shares 72,093 $1.07M 0.03% +56,464 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: 6,442 shares; 2024Q4: 6,615 shares; 2025Q1: 6,900 shares; 2025Q2: 6,002 shares; 2025Q3: 4,303 shares; 2025Q4: 4,315 shares; 2026Q1: 11,828 shares 11,828 $1.07M 0.03% +7,513 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,569 shares; 2026Q1: 15,612 shares 15,612 $1.06M 0.03% -10,957 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,345 shares 12,345 $1.06M 0.03% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS 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: 5,910 shares; 2025Q3: 48,312 shares; 2025Q4: 15,863 shares; 2026Q1: 15,855 shares 15,855 $1.06M 0.03% -8 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,594 shares; 2024Q4: 4,594 shares; 2025Q1: 3,974 shares; 2025Q2: 3,974 shares; 2025Q3: 3,104 shares; 2025Q4: 3,955 shares; 2026Q1: 3,555 shares 3,555 $1.06M 0.03% -400 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: 26,384 shares; 2024Q4: 25,614 shares; 2025Q1: 25,403 shares; 2025Q2: 28,027 shares; 2025Q3: 28,467 shares; 2025Q4: 11,200 shares; 2026Q1: 6,037 shares 6,037 $1.04M 0.03% -5,163 Timeline OFG OFG BANCORP More: the full row for OFG BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 239,167 shares; 2025Q3: 248,278 shares; 2025Q4: 144,288 shares; 2026Q1: 25,748 shares 25,748 $1.04M 0.03% -118,540 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING 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: 6,393 shares; 2025Q4: 8,375 shares; 2026Q1: 8,147 shares 8,147 $1.04M 0.03% -228 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,370 shares; 2024Q4: 7,911 shares; 2025Q1: 8,077 shares; 2025Q2: 6,877 shares; 2025Q3: 5,755 shares; 2025Q4: 7,342 shares; 2026Q1: 5,263 shares 5,263 $1.04M 0.03% -2,079 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,010 shares; 2026Q1: 28,085 shares 28,085 $1.03M 0.03% +1,075 Timeline BKU BANKUNITED INC More: the full row for BANKUNITED 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: 22,710 shares 22,710 $1.03M 0.03% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,404 shares; 2024Q4: 22,674 shares; 2025Q1: 20,084 shares; 2025Q2: 19,904 shares; 2025Q3: 19,904 shares; 2025Q4: 19,868 shares; 2026Q1: 29,582 shares 29,582 $1.02M 0.03% +9,714 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,424 shares 8,424 $1M 0.03% new Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,063 shares; 2024Q4: 14,203 shares; 2025Q1: 13,918 shares; 2025Q2: 13,636 shares; 2025Q3: 13,516 shares; 2025Q4: 14,798 shares; 2026Q1: 15,317 shares 15,317 $1000K 0.03% +519 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: 3,717 shares; 2025Q1: 3,699 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 3,408 shares; 2026Q1: 2,784 shares 2,784 $999K 0.03% -624 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,313 shares; 2024Q4: 8,144 shares; 2025Q1: 9,498 shares; 2025Q2: 11,995 shares; 2025Q3: 12,433 shares; 2025Q4: 11,463 shares; 2026Q1: 9,940 shares 9,940 $996K 0.03% -1,523 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: 35,466 shares; 2024Q4: 35,297 shares; 2025Q1: 7,201 shares; 2025Q2: 5,742 shares; 2025Q3: 5,977 shares; 2025Q4: 5,115 shares; 2026Q1: 2,497 shares 2,497 $990K 0.03% -2,618 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,991 shares; 2024Q4: 32,267 shares; 2025Q1: 28,538 shares; 2025Q2: 14,617 shares; 2025Q3: 14,178 shares; 2025Q4: 14,762 shares; 2026Q1: 13,473 shares 13,473 $979K 0.03% -1,289 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: 11,118 shares; 2024Q4: 10,264 shares; 2025Q1: 7,675 shares; 2025Q2: 7,675 shares; 2025Q3: 8,167 shares; 2025Q4: 7,878 shares; 2026Q1: 13,299 shares 13,299 $979K 0.03% +5,421 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: 8,939 shares; 2024Q4: 9,292 shares; 2025Q1: 9,663 shares; 2025Q2: 10,035 shares; 2025Q3: 9,515 shares; 2025Q4: 9,981 shares; 2026Q1: 9,967 shares 9,967 $968K 0.03% -14 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,810 shares; 2025Q3: 4,610 shares; 2025Q4: 2,975 shares; 2026Q1: 2,975 shares 2,975 $960K 0.03% 0 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: 1,925 shares; 2024Q4: 2,045 shares; 2025Q1: 2,045 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: 2,099 shares; 2026Q1: 2,400 shares 2,400 $946K 0.03% +301 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,926 shares; 2024Q4: 11,666 shares; 2025Q1: 11,053 shares; 2025Q2: 11,096 shares; 2025Q3: 10,784 shares; 2025Q4: 10,663 shares; 2026Q1: 9,802 shares 9,802 $946K 0.03% -861 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: 7,332 shares; 2024Q4: 6,623 shares; 2025Q1: 6,509 shares; 2025Q2: 7,230 shares; 2025Q3: 6,760 shares; 2025Q4: 7,448 shares; 2026Q1: 6,765 shares 6,765 $943K 0.03% -683 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: 5,241 shares; 2024Q4: 5,131 shares; 2025Q1: 6,776 shares; 2025Q2: 4,641 shares; 2025Q3: 4,633 shares; 2025Q4: 4,638 shares; 2026Q1: 4,301 shares 4,301 $942K 0.03% -337 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: 3,103 shares; 2024Q4: 3,096 shares; 2025Q1: 2,846 shares; 2025Q2: 3,740 shares; 2025Q3: 3,750 shares; 2025Q4: 4,284 shares; 2026Q1: 3,295 shares 3,295 $935K 0.03% -989 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,529 shares; 2024Q4: 29,456 shares; 2025Q1: 30,126 shares; 2025Q2: 29,130 shares; 2025Q3: 30,380 shares; 2025Q4: 31,794 shares; 2026Q1: 17,174 shares 17,174 $919K 0.03% -14,620 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,285 shares; 2024Q4: 5,795 shares; 2025Q1: 5,795 shares; 2025Q2: 5,795 shares; 2025Q3: 18,574 shares; 2025Q4: 37,246 shares; 2026Q1: 7,640 shares 7,640 $913K 0.03% -29,606 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,662 shares; 2025Q2: 14,843 shares; 2025Q3: 11,165 shares; 2025Q4: 12,251 shares; 2026Q1: 8,967 shares 8,967 $907K 0.03% -3,284 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: 10,044 shares; 2024Q4: 11,885 shares; 2025Q1: 7,175 shares; 2025Q2: 7,363 shares; 2025Q3: 7,410 shares; 2025Q4: 8,570 shares; 2026Q1: 6,068 shares 6,068 $888K 0.03% -2,502 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,621 shares; 2024Q4: 20,721 shares; 2025Q1: 20,432 shares; 2025Q2: 19,986 shares; 2025Q3: 19,947 shares; 2025Q4: 20,208 shares; 2026Q1: 13,346 shares 13,346 $882K 0.03% -6,862 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION 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: 81,508 shares 81,508 $879K 0.03% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,458 shares 4,458 $879K 0.03% 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: 7,283 shares; 2024Q4: 7,463 shares; 2025Q1: 6,198 shares; 2025Q2: 6,290 shares; 2025Q3: 5,801 shares; 2025Q4: 6,203 shares; 2026Q1: 4,397 shares 4,397 $875K 0.03% -1,806 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: 5,128 shares; 2026Q1: 11,386 shares 11,386 $861K 0.03% +6,258 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,695 shares; 2025Q4: 6,094 shares; 2026Q1: 6,219 shares 6,219 $853K 0.03% +125 Timeline MTN VAIL RESORTS INC More: the full row for VAIL 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: not reported; 2025Q4: not reported; 2026Q1: 6,615 shares 6,615 $849K 0.03% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,924 shares; 2024Q4: 8,247 shares; 2025Q1: 8,192 shares; 2025Q2: 6,872 shares; 2025Q3: 7,297 shares; 2025Q4: 7,518 shares; 2026Q1: 7,663 shares 7,663 $839K 0.03% +145 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,465 shares; 2026Q1: 1,060 shares 1,060 $838K 0.03% -405 Timeline SLYV 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: 12,145 shares; 2024Q4: 12,231 shares; 2025Q1: 19,743 shares; 2025Q2: 18,422 shares; 2025Q3: 11,719 shares; 2025Q4: 11,147 shares; 2026Q1: 8,855 shares 8,855 $838K 0.03% -2,292 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,376 shares; 2025Q2: 17,898 shares; 2025Q3: 18,563 shares; 2025Q4: 19,775 shares; 2026Q1: 22,904 shares 22,904 $833K 0.03% +3,129 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: 10,235 shares; 2024Q4: 10,235 shares; 2025Q1: 10,235 shares; 2025Q2: 10,114 shares; 2025Q3: 9,214 shares; 2025Q4: 9,214 shares; 2026Q1: 8,914 shares 8,914 $828K 0.03% -300 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,248 shares; 2024Q4: 34,176 shares; 2025Q1: 29,782 shares; 2025Q2: 30,308 shares; 2025Q3: 30,134 shares; 2025Q4: 29,216 shares; 2026Q1: 16,882 shares 16,882 $828K 0.03% -12,334 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: 10,268 shares; 2024Q4: 11,199 shares; 2025Q1: 19,082 shares; 2025Q2: 19,083 shares; 2025Q3: 19,089 shares; 2025Q4: 21,831 shares; 2026Q1: 23,666 shares 23,666 $818K 0.03% +1,835 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,205 shares; 2024Q4: 10,205 shares; 2025Q1: 9,796 shares; 2025Q2: 9,007 shares; 2025Q3: 9,007 shares; 2025Q4: 8,907 shares; 2026Q1: 8,082 shares 8,082 $813K 0.03% -825 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,947 shares; 2024Q4: 15,667 shares; 2025Q1: 10,538 shares; 2025Q2: 10,538 shares; 2025Q3: 9,219 shares; 2025Q4: 8,959 shares; 2026Q1: 8,551 shares 8,551 $812K 0.03% -408 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: 5,429 shares; 2024Q4: 5,467 shares; 2025Q1: 5,519 shares; 2025Q2: 5,306 shares; 2025Q3: 4,934 shares; 2025Q4: 4,947 shares; 2026Q1: 5,041 shares 5,041 $793K 0.02% +94 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: 1,934 shares; 2024Q4: 8,813 shares; 2025Q1: 8,181 shares; 2025Q2: 8,085 shares; 2025Q3: 2,169 shares; 2025Q4: 2,013 shares; 2026Q1: 2,727 shares 2,727 $792K 0.02% +714 Timeline VTRS VIATRIS INC More: the full row for VIATRIS 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: 196,076 shares; 2026Q1: 58,161 shares 58,161 $786K 0.02% -137,915 Timeline KEX KIRBY CORP More: the full row for KIRBY 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: 5,810 shares 5,810 $772K 0.02% 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: 84,300 shares; 2024Q4: 87,762 shares; 2025Q1: 11,868 shares; 2025Q2: 8,368 shares; 2025Q3: 7,482 shares; 2025Q4: 6,676 shares; 2026Q1: 4,622 shares 4,622 $763K 0.02% -2,054 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,770 shares; 2024Q4: 9,723 shares; 2025Q1: 9,667 shares; 2025Q2: 9,631 shares; 2025Q3: 8,929 shares; 2025Q4: 8,657 shares; 2026Q1: 8,070 shares 8,070 $753K 0.02% -587 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,595 shares; 2024Q4: 5,710 shares; 2025Q1: 5,710 shares; 2025Q2: 5,710 shares; 2025Q3: 5,710 shares; 2025Q4: 5,726 shares; 2026Q1: 5,566 shares 5,566 $753K 0.02% -160 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,548 shares; 2024Q4: 5,054 shares; 2025Q1: 5,054 shares; 2025Q2: 3,869 shares; 2025Q3: 3,869 shares; 2025Q4: 3,873 shares; 2026Q1: 3,822 shares 3,822 $749K 0.02% -51 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: 11,081 shares; 2024Q4: 10,776 shares; 2025Q1: 7,552 shares; 2025Q2: 6,592 shares; 2025Q3: 6,592 shares; 2025Q4: 6,098 shares; 2026Q1: 4,410 shares 4,410 $746K 0.02% -1,688 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,074 shares; 2026Q1: 6,882 shares 6,882 $744K 0.02% +808 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,356 shares; 2024Q4: 7,358 shares; 2025Q1: 6,803 shares; 2025Q2: 6,696 shares; 2025Q3: 5,822 shares; 2025Q4: 5,434 shares; 2026Q1: 5,146 shares 5,146 $735K 0.02% -288 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,510 shares; 2024Q4: 7,799 shares; 2025Q1: 5,520 shares; 2025Q2: 3,712 shares; 2025Q3: 3,712 shares; 2025Q4: 3,725 shares; 2026Q1: 4,078 shares 4,078 $734K 0.02% +353 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL 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: 20,316 shares 20,316 $734K 0.02% 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: 3,747 shares; 2024Q4: 2,171 shares; 2025Q1: 2,218 shares; 2025Q2: 2,274 shares; 2025Q3: 2,328 shares; 2025Q4: 2,319 shares; 2026Q1: 1,845 shares 1,845 $720K 0.02% -474 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,022 shares; 2024Q4: 7,509 shares; 2025Q1: 4,609 shares; 2025Q2: 4,595 shares; 2025Q3: 4,596 shares; 2025Q4: 4,390 shares; 2026Q1: 3,970 shares 3,970 $718K 0.02% -420 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,959 shares; 2024Q4: 13,826 shares; 2025Q1: 13,748 shares; 2025Q2: 11,875 shares; 2025Q3: 11,685 shares; 2025Q4: 11,202 shares; 2026Q1: 10,630 shares 10,630 $715K 0.02% -572 Timeline SLYG 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: 24,843 shares; 2024Q4: 20,428 shares; 2025Q1: 19,673 shares; 2025Q2: 13,969 shares; 2025Q3: 9,699 shares; 2025Q4: 9,562 shares; 2026Q1: 7,310 shares 7,310 $706K 0.02% -2,252 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: 4,403 shares; 2025Q1: 4,403 shares; 2025Q2: 4,349 shares; 2025Q3: 4,349 shares; 2025Q4: 4,425 shares; 2026Q1: 4,349 shares 4,349 $704K 0.02% -76 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: 126,525 shares; 2024Q4: 27,352 shares; 2025Q1: 13,503 shares; 2025Q2: 9,523 shares; 2025Q3: 28,825 shares; 2025Q4: 8,690 shares; 2026Q1: 5,321 shares 5,321 $701K 0.02% -3,369 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,441 shares; 2025Q2: 3,337 shares; 2025Q3: 4,438 shares; 2025Q4: 4,438 shares; 2026Q1: 7,677 shares 7,677 $695K 0.02% +3,239 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,241 shares; 2024Q4: 12,241 shares; 2025Q1: 11,896 shares; 2025Q2: 13,609 shares; 2025Q3: 11,771 shares; 2025Q4: 11,702 shares; 2026Q1: 11,306 shares 11,306 $694K 0.02% -396 Timeline BTG B2GOLD CORP More: the full row for B2GOLD 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: 127,530 shares; 2025Q4: 152,872 shares; 2026Q1: 152,671 shares 152,671 $692K 0.02% -201 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: 10,256 shares; 2024Q4: 9,446 shares; 2025Q1: 7,189 shares; 2025Q2: 6,480 shares; 2025Q3: 6,079 shares; 2025Q4: 5,997 shares; 2026Q1: 5,997 shares 5,997 $689K 0.02% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 847 shares; 2025Q1: 1,237 shares; 2025Q2: 1,237 shares; 2025Q3: 1,399 shares; 2025Q4: 1,848 shares; 2026Q1: 1,392 shares 1,392 $684K 0.02% -456 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: 8,842 shares; 2024Q4: 10,192 shares; 2025Q1: 9,577 shares; 2025Q2: 11,661 shares; 2025Q3: 12,902 shares; 2025Q4: 14,090 shares; 2026Q1: 10,809 shares 10,809 $678K 0.02% -3,281 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,224 shares; 2024Q4: 11,956 shares; 2025Q1: 10,502 shares; 2025Q2: 10,241 shares; 2025Q3: 10,029 shares; 2025Q4: 9,809 shares; 2026Q1: 2,308 shares 2,308 $675K 0.02% -7,501 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: 2,154 shares; 2024Q4: 2,154 shares; 2025Q1: 2,154 shares; 2025Q2: 2,159 shares; 2025Q3: 2,107 shares; 2025Q4: 2,466 shares; 2026Q1: 1,565 shares 1,565 $667K 0.02% -901 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: 2,607 shares; 2024Q4: 5,914 shares; 2025Q1: 5,839 shares; 2025Q2: 6,848 shares; 2025Q3: 6,207 shares; 2025Q4: 4,608 shares; 2026Q1: 3,160 shares 3,160 $664K 0.02% -1,448 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,156 shares; 2024Q4: 4,999 shares; 2025Q1: 5,109 shares; 2025Q2: 18,994 shares; 2025Q3: 19,112 shares; 2025Q4: 22,344 shares; 2026Q1: 14,281 shares 14,281 $663K 0.02% -8,063 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,811 shares; 2024Q4: 46,481 shares; 2025Q1: 45,375 shares; 2025Q2: 19,263 shares; 2025Q3: 18,321 shares; 2025Q4: 16,797 shares; 2026Q1: 16,397 shares 16,397 $653K 0.02% -400 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: 12,440 shares; 2024Q4: 15,626 shares; 2025Q1: 15,949 shares; 2025Q2: 15,973 shares; 2025Q3: 16,099 shares; 2025Q4: 16,469 shares; 2026Q1: 17,135 shares 17,135 $648K 0.02% +666 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: 3,364 shares; 2024Q4: 3,364 shares; 2025Q1: 3,364 shares; 2025Q2: 3,364 shares; 2025Q3: 3,364 shares; 2025Q4: 3,314 shares; 2026Q1: 3,390 shares 3,390 $646K 0.02% +76 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,614 shares; 2024Q4: 9,169 shares; 2025Q1: 9,101 shares; 2025Q2: 10,048 shares; 2025Q3: 10,292 shares; 2025Q4: 9,777 shares; 2026Q1: 7,410 shares 7,410 $642K 0.02% -2,367 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is 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: 13,018 shares 13,018 $638K 0.02% 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: 39,427 shares; 2024Q4: 38,935 shares; 2025Q1: 36,831 shares; 2025Q2: 33,562 shares; 2025Q3: 31,675 shares; 2025Q4: 23,868 shares; 2026Q1: 22,192 shares 22,192 $637K 0.02% -1,676 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,502 shares; 2025Q2: 7,152 shares; 2025Q3: 7,152 shares; 2025Q4: 7,227 shares; 2026Q1: 7,492 shares 7,492 $636K 0.02% +265 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,936 shares; 2026Q1: 8,137 shares 8,137 $627K 0.02% +4,201 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: 8,683 shares; 2024Q4: 8,679 shares; 2025Q1: 9,901 shares; 2025Q2: 7,969 shares; 2025Q3: 7,904 shares; 2025Q4: 9,028 shares; 2026Q1: 9,697 shares 9,697 $621K 0.02% +669 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,985 shares; 2024Q4: 15,753 shares; 2025Q1: 15,753 shares; 2025Q2: 15,605 shares; 2025Q3: 21,919 shares; 2025Q4: 20,541 shares; 2026Q1: 13,395 shares 13,395 $615K 0.02% -7,146 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,968 shares; 2025Q3: 11,968 shares; 2025Q4: 11,341 shares; 2026Q1: 11,454 shares 11,454 $612K 0.02% +113 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED 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: 3,805 shares; 2025Q4: 3,873 shares; 2026Q1: 3,590 shares 3,590 $610K 0.02% -283 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,323 shares; 2024Q4: 182,799 shares; 2025Q1: 22,216 shares; 2025Q2: 10,985 shares; 2025Q3: 7,522 shares; 2025Q4: 6,005 shares; 2026Q1: 6,715 shares 6,715 $605K 0.02% +710 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: 10,576 shares; 2024Q4: 9,038 shares; 2025Q1: 3,043 shares; 2025Q2: 2,825 shares; 2025Q3: 2,770 shares; 2025Q4: 12,541 shares; 2026Q1: 5,768 shares 5,768 $603K 0.02% -6,773 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: 16,110 shares; 2024Q4: 15,792 shares; 2025Q1: 16,032 shares; 2025Q2: 9,255 shares; 2025Q3: 9,317 shares; 2025Q4: 7,661 shares; 2026Q1: 7,685 shares 7,685 $603K 0.02% +24 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: 12,425 shares; 2024Q4: 11,612 shares; 2025Q1: 11,361 shares; 2025Q2: 11,957 shares; 2025Q3: 11,043 shares; 2025Q4: 11,086 shares; 2026Q1: 10,292 shares 10,292 $584K 0.02% -794 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: 1,143 shares; 2024Q4: 1,039 shares; 2025Q1: 944 shares; 2025Q2: 898 shares; 2025Q3: 835 shares; 2025Q4: 821 shares; 2026Q1: 827 shares 827 $577K 0.02% +6 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: 46,112 shares; 2024Q4: 45,599 shares; 2025Q1: 36,725 shares; 2025Q2: 31,389 shares; 2025Q3: 30,634 shares; 2025Q4: 33,815 shares; 2026Q1: 11,723 shares 11,723 $571K 0.02% -22,092 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: 425 shares; 2024Q4: 426 shares; 2025Q1: 562 shares; 2025Q2: 546 shares; 2025Q3: 909 shares; 2025Q4: 1,521 shares; 2026Q1: 1,299 shares 1,299 $562K 0.02% -222 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,044 shares; 2024Q4: 97,717 shares; 2025Q1: 27,109 shares; 2025Q2: 17,134 shares; 2025Q3: 17,103 shares; 2025Q4: 16,548 shares; 2026Q1: 4,743 shares 4,743 $558K 0.02% -11,805 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: not reported; 2024Q4: not reported; 2025Q1: 503 shares; 2025Q2: 489 shares; 2025Q3: 491 shares; 2025Q4: 492 shares; 2026Q1: 481 shares 481 $557K 0.02% -11 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,638 shares; 2024Q4: 12,411 shares; 2025Q1: 12,197 shares; 2025Q2: 10,873 shares; 2025Q3: 10,703 shares; 2025Q4: 9,591 shares; 2026Q1: 9,027 shares 9,027 $549K 0.02% -564 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,820 shares; 2024Q4: 3,820 shares; 2025Q1: 3,820 shares; 2025Q2: 3,820 shares; 2025Q3: 3,820 shares; 2025Q4: 3,820 shares; 2026Q1: 3,820 shares 3,820 $548K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 691 shares; 2025Q1: 17,829 shares; 2025Q2: 3,372 shares; 2025Q3: 2,150 shares; 2025Q4: 1,109 shares; 2026Q1: 1,104 shares 1,104 $547K 0.02% -5 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: 3,062 shares; 2024Q4: 3,258 shares; 2025Q1: 4,056 shares; 2025Q2: 3,133 shares; 2025Q3: 2,930 shares; 2025Q4: 2,686 shares; 2026Q1: 2,787 shares 2,787 $547K 0.02% +101 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,041 shares; 2024Q4: 7,921 shares; 2025Q1: 7,171 shares; 2025Q2: 6,047 shares; 2025Q3: 5,740 shares; 2025Q4: 5,595 shares; 2026Q1: 5,130 shares 5,130 $543K 0.02% -465 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,285 shares; 2024Q4: 5,391 shares; 2025Q1: 5,308 shares; 2025Q2: 3,969 shares; 2025Q3: 3,954 shares; 2025Q4: 4,047 shares; 2026Q1: 3,398 shares 3,398 $537K 0.02% -649 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: 60,671 shares; 2024Q4: 9,648 shares; 2025Q1: 7,644 shares; 2025Q2: 132,545 shares; 2025Q3: 79,781 shares; 2025Q4: 16,321 shares; 2026Q1: 9,311 shares 9,311 $537K 0.02% -7,010 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: 13,133 shares; 2024Q4: 13,173 shares; 2025Q1: 12,468 shares; 2025Q2: 11,203 shares; 2025Q3: 8,147 shares; 2025Q4: 9,716 shares; 2026Q1: 10,077 shares 10,077 $532K 0.02% +361 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,867 shares; 2024Q4: 27,749 shares; 2025Q1: 29,430 shares; 2025Q2: 6,563 shares; 2025Q3: 5,942 shares; 2025Q4: 6,042 shares; 2026Q1: 10,558 shares 10,558 $532K 0.02% +4,516 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,858 shares; 2024Q4: 12,082 shares; 2025Q1: 11,182 shares; 2025Q2: 9,502 shares; 2025Q3: 9,002 shares; 2025Q4: 8,647 shares; 2026Q1: 7,922 shares 7,922 $531K 0.02% -725 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,436 shares; 2025Q1: 48,311 shares; 2025Q2: 51,043 shares; 2025Q3: 49,073 shares; 2025Q4: 49,332 shares; 2026Q1: 15,246 shares 15,246 $531K 0.02% -34,086 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 1,610 shares; 2025Q4: 1,592 shares; 2026Q1: 1,510 shares 1,510 $530K 0.02% -82 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,410 shares; 2025Q2: 2,586 shares; 2025Q3: 10,005 shares; 2025Q4: 9,222 shares; 2026Q1: 6,193 shares 6,193 $527K 0.02% -3,029 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,904 shares; 2024Q4: 13,171 shares; 2025Q1: 14,337 shares; 2025Q2: 16,236 shares; 2025Q3: 16,143 shares; 2025Q4: 17,045 shares; 2026Q1: 10,770 shares 10,770 $521K 0.02% -6,275 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,367 shares 13,367 $521K 0.02% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,346 shares; 2024Q4: 4,596 shares; 2025Q1: 4,530 shares; 2025Q2: 4,313 shares; 2025Q3: 6,038 shares; 2025Q4: 5,613 shares; 2026Q1: 5,239 shares 5,239 $521K 0.02% -374 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,465 shares 2,465 $515K 0.02% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,438 shares; 2024Q4: 17,929 shares; 2025Q1: 18,083 shares; 2025Q2: 13,035 shares; 2025Q3: 9,356 shares; 2025Q4: 8,836 shares; 2026Q1: 6,634 shares 6,634 $506K 0.02% -2,202 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,714 shares; 2024Q4: 2,702 shares; 2025Q1: 2,732 shares; 2025Q2: 12,730 shares; 2025Q3: 3,175 shares; 2025Q4: 3,744 shares; 2026Q1: 2,915 shares 2,915 $505K 0.02% -829 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 1,981 shares; 2025Q1: 1,981 shares; 2025Q2: 1,981 shares; 2025Q3: 1,981 shares; 2025Q4: 1,981 shares; 2026Q1: 1,981 shares 1,981 $505K 0.02% 0 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,894 shares; 2024Q4: 5,812 shares; 2025Q1: 19,185 shares; 2025Q2: 7,745 shares; 2025Q3: 6,551 shares; 2025Q4: 8,128 shares; 2026Q1: 7,293 shares 7,293 $505K 0.02% -835 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,498 shares; 2024Q4: 5,628 shares; 2025Q1: 5,644 shares; 2025Q2: 5,204 shares; 2025Q3: 5,079 shares; 2025Q4: 5,065 shares; 2026Q1: 5,141 shares 5,141 $496K 0.02% +76 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,465 shares; 2025Q3: 3,465 shares; 2025Q4: 3,468 shares; 2026Q1: 3,091 shares 3,091 $486K 0.02% -377 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,757 shares; 2024Q4: 138,359 shares; 2025Q1: 24,522 shares; 2025Q2: 12,774 shares; 2025Q3: 9,900 shares; 2025Q4: 9,764 shares; 2026Q1: 4,036 shares 4,036 $477K 0.01% -5,728 Timeline SPDW 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: 9,947 shares; 2024Q4: 9,947 shares; 2025Q1: 9,947 shares; 2025Q2: 10,484 shares; 2025Q3: 10,484 shares; 2025Q4: 10,484 shares; 2026Q1: 10,322 shares 10,322 $471K 0.01% -162 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,239 shares; 2024Q4: 16,449 shares; 2025Q1: 13,033 shares; 2025Q2: 12,529 shares; 2025Q3: 12,529 shares; 2025Q4: 12,679 shares; 2026Q1: 12,224 shares 12,224 $471K 0.01% -455 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,227 shares; 2024Q4: 28,231 shares; 2025Q1: 30,219 shares; 2025Q2: 22,230 shares; 2025Q3: 22,430 shares; 2025Q4: 22,093 shares; 2026Q1: 40,545 shares 40,545 $468K 0.01% +18,452 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST 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: not reported; 2025Q3: 24,052 shares; 2025Q4: 34,564 shares; 2026Q1: 36,574 shares 36,574 $464K 0.01% +2,010 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,643 shares; 2024Q4: 9,643 shares; 2025Q1: not reported; 2025Q2: 9,653 shares; 2025Q3: 10,143 shares; 2025Q4: 11,120 shares; 2026Q1: 9,643 shares 9,643 $462K 0.01% -1,477 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: 10,762 shares; 2024Q4: 6,747 shares; 2025Q1: 4,140 shares; 2025Q2: 4,000 shares; 2025Q3: 3,484 shares; 2025Q4: 3,475 shares; 2026Q1: 2,291 shares 2,291 $454K 0.01% -1,184 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,404 shares; 2024Q4: 8,856 shares; 2025Q1: 6,253 shares; 2025Q2: 5,322 shares; 2025Q3: 5,202 shares; 2025Q4: 5,287 shares; 2026Q1: 4,551 shares 4,551 $450K 0.01% -736 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: 3,439 shares; 2024Q4: 3,451 shares; 2025Q1: 4,069 shares; 2025Q2: 3,137 shares; 2025Q3: 3,638 shares; 2025Q4: 4,654 shares; 2026Q1: 4,895 shares 4,895 $443K 0.01% +241 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,811 shares; 2024Q4: 35,054 shares; 2025Q1: 45,348 shares; 2025Q2: 56,476 shares; 2025Q3: 55,612 shares; 2025Q4: 32,639 shares; 2026Q1: 4,995 shares 4,995 $440K 0.01% -27,644 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL 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: 6,905 shares; 2025Q4: 6,730 shares; 2026Q1: 6,945 shares 6,945 $439K 0.01% +215 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: 996 shares; 2024Q4: 1,088 shares; 2025Q1: 1,398 shares; 2025Q2: 972 shares; 2025Q3: 1,084 shares; 2025Q4: 1,176 shares; 2026Q1: 1,020 shares 1,020 $439K 0.01% -156 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 4,488 shares; 2025Q1: 4,473 shares; 2025Q2: 4,197 shares; 2025Q3: 4,323 shares; 2025Q4: 4,388 shares; 2026Q1: 4,189 shares 4,189 $434K 0.01% -199 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,607 shares; 2024Q4: 14,607 shares; 2025Q1: 14,547 shares; 2025Q2: 13,242 shares; 2025Q3: 12,817 shares; 2025Q4: 10,947 shares; 2026Q1: 10,285 shares 10,285 $432K 0.01% -662 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,620 shares 1,620 $430K 0.01% new Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,267 shares; 2024Q4: 14,208 shares; 2025Q1: 12,408 shares; 2025Q2: 12,180 shares; 2025Q3: 11,714 shares; 2025Q4: 11,535 shares; 2026Q1: 7,440 shares 7,440 $422K 0.01% -4,095 Timeline DFEN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,668 shares; 2024Q4: not reported; 2025Q1: 6,668 shares; 2025Q2: 6,668 shares; 2025Q3: 6,668 shares; 2025Q4: 6,668 shares; 2026Q1: 6,668 shares 6,668 $421K 0.01% 0 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 2,065 shares; 2025Q1: 1,656 shares; 2025Q2: 1,581 shares; 2025Q3: 1,506 shares; 2025Q4: 1,446 shares; 2026Q1: 1,441 shares 1,441 $419K 0.01% -5 Timeline GEF-B GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,775 shares; 2024Q4: 8,554 shares; 2025Q1: 8,532 shares; 2025Q2: 6,234 shares; 2025Q3: 5,954 shares; 2025Q4: 4,935 shares; 2026Q1: 4,711 shares 4,711 $412K 0.01% -224 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,670 shares; 2024Q4: 13,929 shares; 2025Q1: 12,050 shares; 2025Q2: 10,997 shares; 2025Q3: 10,181 shares; 2025Q4: 9,435 shares; 2026Q1: 5,573 shares 5,573 $412K 0.01% -3,862 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,396 shares; 2025Q1: 1,370 shares; 2025Q2: 1,360 shares; 2025Q3: 1,297 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares 1,145 $411K 0.01% 0 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE 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: 15,876 shares 15,876 $407K 0.01% new Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA 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: 30,513 shares; 2026Q1: 15,165 shares 15,165 $402K 0.01% -15,348 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: 10,700 shares; 2024Q4: 8,600 shares; 2025Q1: 8,425 shares; 2025Q2: 7,370 shares; 2025Q3: 7,370 shares; 2025Q4: 7,370 shares; 2026Q1: 7,370 shares 7,370 $400K 0.01% 0 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,857 shares; 2025Q4: 4,892 shares; 2026Q1: 4,892 shares 4,892 $397K 0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,685 shares; 2024Q4: 13,780 shares; 2025Q1: 13,320 shares; 2025Q2: 12,100 shares; 2025Q3: 11,195 shares; 2025Q4: 10,495 shares; 2026Q1: 10,435 shares 10,435 $392K 0.01% -60 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: 10,485 shares; 2024Q4: 10,485 shares; 2025Q1: 10,485 shares; 2025Q2: 10,485 shares; 2025Q3: 10,348 shares; 2025Q4: 10,118 shares; 2026Q1: 10,041 shares 10,041 $391K 0.01% -77 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: 4,491 shares; 2024Q4: 2,478 shares; 2025Q1: not reported; 2025Q2: 1,479 shares; 2025Q3: 1,663 shares; 2025Q4: 1,834 shares; 2026Q1: 2,030 shares 2,030 $390K 0.01% +196 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: 2,362 shares; 2025Q1: 2,312 shares; 2025Q2: 1,989 shares; 2025Q3: 1,989 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $389K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,637 shares; 2024Q4: 5,522 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,212 shares; 2026Q1: 5,789 shares 5,789 $385K 0.01% -1,423 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,750 shares; 2024Q4: 8,709 shares; 2025Q1: 8,480 shares; 2025Q2: 6,810 shares; 2025Q3: 6,710 shares; 2025Q4: 7,245 shares; 2026Q1: 6,290 shares 6,290 $373K 0.01% -955 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,244 shares; 2024Q4: 3,824 shares; 2025Q1: 3,762 shares; 2025Q2: 3,414 shares; 2025Q3: 3,414 shares; 2025Q4: 3,417 shares; 2026Q1: 1,800 shares 1,800 $372K 0.01% -1,617 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,439 shares; 2024Q4: 138,788 shares; 2025Q1: 142,060 shares; 2025Q2: 11,834 shares; 2025Q3: 8,506 shares; 2025Q4: 8,554 shares; 2026Q1: 5,998 shares 5,998 $366K 0.01% -2,556 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,405 shares; 2026Q1: 3,495 shares 3,495 $365K 0.01% +90 Timeline VCR 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: 1,213 shares; 2024Q4: 1,259 shares; 2025Q1: 1,152 shares; 2025Q2: 1,125 shares; 2025Q3: 1,057 shares; 2025Q4: 1,012 shares; 2026Q1: 1,010 shares 1,010 $363K 0.01% -2 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 313,213 shares; 2026Q1: 25,148 shares 25,148 $358K 0.01% -288,065 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,654 shares; 2024Q4: 5,654 shares; 2025Q1: 6,837 shares; 2025Q2: 4,710 shares; 2025Q3: 4,724 shares; 2025Q4: 3,686 shares; 2026Q1: 3,597 shares 3,597 $357K 0.01% -89 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,249 shares; 2024Q4: 25,810 shares; 2025Q1: 24,540 shares; 2025Q2: 21,082 shares; 2025Q3: 16,030 shares; 2025Q4: 13,972 shares; 2026Q1: 9,573 shares 9,573 $354K 0.01% -4,399 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK 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: 3,472 shares; 2025Q3: 3,603 shares; 2025Q4: 4,785 shares; 2026Q1: 5,454 shares 5,454 $352K 0.01% +669 Timeline HUBB HUBBELL INC More: the full row for HUBBELL 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: 711 shares 711 $349K 0.01% new Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,715 shares; 2025Q3: 2,325 shares; 2025Q4: 2,495 shares; 2026Q1: 2,275 shares 2,275 $347K 0.01% -220 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,129 shares; 2025Q1: 1,272 shares; 2025Q2: 1,686 shares; 2025Q3: 1,833 shares; 2025Q4: 1,820 shares; 2026Q1: 1,236 shares 1,236 $346K 0.01% -584 Timeline AZZ AZZ INC More: the full row for AZZ 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: 2,215 shares; 2025Q4: 2,740 shares; 2026Q1: 2,760 shares 2,760 $345K 0.01% +20 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,270 shares; 2024Q4: 12,961 shares; 2025Q1: 11,430 shares; 2025Q2: 11,129 shares; 2025Q3: 7,031 shares; 2025Q4: 7,007 shares; 2026Q1: 4,828 shares 4,828 $339K 0.01% -2,179 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201,985 shares; 2025Q2: 6,318 shares; 2025Q3: 5,064 shares; 2025Q4: 3,680 shares; 2026Q1: 3,179 shares 3,179 $335K 0.01% -501 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,298 shares 8,298 $333K 0.01% 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: 2,650 shares; 2024Q4: 2,643 shares; 2025Q1: 2,734 shares; 2025Q2: 2,644 shares; 2025Q3: 3,578 shares; 2025Q4: 4,366 shares; 2026Q1: 3,426 shares 3,426 $333K 0.01% -940 Timeline PINS PINTEREST INC More: the full row for PINTEREST 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: 93,561 shares; 2025Q3: 115,109 shares; 2025Q4: 92,421 shares; 2026Q1: 18,064 shares 18,064 $331K 0.01% -74,357 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,290 shares; 2024Q4: 5,570 shares; 2025Q1: 5,175 shares; 2025Q2: 4,305 shares; 2025Q3: 4,265 shares; 2025Q4: 3,724 shares; 2026Q1: 3,095 shares 3,095 $331K 0.01% -629 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,199 shares; 2024Q4: 9,712 shares; 2025Q1: 9,234 shares; 2025Q2: 8,801 shares; 2025Q3: 8,800 shares; 2025Q4: 4,873 shares; 2026Q1: 4,627 shares 4,627 $329K 0.01% -246 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: 3,387 shares; 2024Q4: 3,387 shares; 2025Q1: 3,192 shares; 2025Q2: 3,192 shares; 2025Q3: 2,668 shares; 2025Q4: 2,513 shares; 2026Q1: 2,510 shares 2,510 $329K 0.01% -3 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 3,945 shares; 2025Q1: 3,230 shares; 2025Q2: 2,902 shares; 2025Q3: 2,902 shares; 2025Q4: 3,002 shares; 2026Q1: 1,924 shares 1,924 $329K 0.01% -1,078 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,741 shares; 2024Q4: 3,999 shares; 2025Q1: 3,999 shares; 2025Q2: 3,999 shares; 2025Q3: 3,999 shares; 2025Q4: 3,999 shares; 2026Q1: 3,741 shares 3,741 $326K 0.01% -258 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,089 shares; 2024Q4: 4,801 shares; 2025Q1: 4,792 shares; 2025Q2: 4,693 shares; 2025Q3: 4,695 shares; 2025Q4: 4,510 shares; 2026Q1: 4,727 shares 4,727 $321K 0.01% +217 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,835 shares 7,835 $317K 0.01% new Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,717 shares; 2024Q4: 46,586 shares; 2025Q1: 44,730 shares; 2025Q2: 45,842 shares; 2025Q3: 43,896 shares; 2025Q4: 41,344 shares; 2026Q1: 9,993 shares 9,993 $317K 0.01% -31,351 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: 76,768 shares; 2024Q4: 35,462 shares; 2025Q1: 19,407 shares; 2025Q2: 17,251 shares; 2025Q3: 5,141 shares; 2025Q4: 4,934 shares; 2026Q1: 2,681 shares 2,681 $316K 0.01% -2,253 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 2,040 shares; 2025Q1: 4,101 shares; 2025Q2: 4,265 shares; 2025Q3: 2,773 shares; 2025Q4: 1,816 shares; 2026Q1: 1,374 shares 1,374 $316K 0.01% -442 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,049 shares; 2024Q4: 3,559 shares; 2025Q1: 3,559 shares; 2025Q2: 3,284 shares; 2025Q3: 3,404 shares; 2025Q4: 3,415 shares; 2026Q1: 2,169 shares 2,169 $314K 0.01% -1,246 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 2,420 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,270 shares; 2026Q1: 1,360 shares 1,360 $313K 0.01% +90 Timeline