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: 603,464 shares; 2024Q4: 611,528 shares; 2025Q1: 663,055 shares; 2025Q2: 695,218 shares; 2025Q3: 785,082 shares; 2025Q4: 789,875 shares; 2026Q1: 818,896 shares 818,896 $208M 7.18% +29,021 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: 706,265 shares; 2024Q4: 742,848 shares; 2025Q1: 743,665 shares; 2025Q2: 818,872 shares; 2025Q3: 894,125 shares; 2025Q4: 958,351 shares; 2026Q1: 976,409 shares 976,409 $170M 5.88% +18,058 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: 254,849 shares; 2024Q4: 251,175 shares; 2025Q1: 266,955 shares; 2025Q2: 256,082 shares; 2025Q3: 258,633 shares; 2025Q4: 258,021 shares; 2026Q1: 258,931 shares 258,931 $169M 5.84% +910 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,026,909 shares; 2024Q4: 1,045,415 shares; 2025Q1: 1,075,698 shares; 2025Q2: 1,082,937 shares; 2025Q3: 1,107,429 shares; 2025Q4: 1,112,935 shares; 2026Q1: 1,126,579 shares 1,126,579 $127M 4.4% +13,644 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476,828 shares; 2024Q4: 478,996 shares; 2025Q1: 542,196 shares; 2025Q2: 555,581 shares; 2025Q3: 577,104 shares; 2025Q4: 585,396 shares; 2026Q1: 596,353 shares 596,353 $126M 4.35% +10,957 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: 220,425 shares; 2024Q4: 224,258 shares; 2025Q1: 237,203 shares; 2025Q2: 243,810 shares; 2025Q3: 266,106 shares; 2025Q4: 274,137 shares; 2026Q1: 292,289 shares 292,289 $108M 3.74% +18,152 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: 351,152 shares; 2024Q4: 353,159 shares; 2025Q1: 359,482 shares; 2025Q2: 364,155 shares; 2025Q3: 369,816 shares; 2025Q4: 375,274 shares; 2026Q1: 356,434 shares 356,434 $102M 3.54% -18,840 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: 293,343 shares; 2024Q4: 296,925 shares; 2025Q1: 312,173 shares; 2025Q2: 341,148 shares; 2025Q3: 369,936 shares; 2025Q4: 382,625 shares; 2026Q1: 381,671 shares 381,671 $79.5M 2.75% -954 Timeline ACWX 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: 808,410 shares; 2024Q4: 860,000 shares; 2025Q1: 866,139 shares; 2025Q2: 896,900 shares; 2025Q3: 959,548 shares; 2025Q4: 980,397 shares; 2026Q1: 1,033,585 shares 1,033,585 $70.8M 2.44% +53,188 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: 150,775 shares; 2024Q4: 164,864 shares; 2025Q1: 172,751 shares; 2025Q2: 201,249 shares; 2025Q3: 194,475 shares; 2025Q4: 204,121 shares; 2026Q1: 194,526 shares 194,526 $60.2M 2.08% -9,595 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,003,595 shares; 2025Q4: 1,142,927 shares; 2026Q1: 1,273,569 shares 1,273,569 $59.9M 2.07% +130,642 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,307 shares; 2024Q4: 167,695 shares; 2025Q1: 189,946 shares; 2025Q2: 177,993 shares; 2025Q3: 178,120 shares; 2025Q4: 157,379 shares; 2026Q1: 153,920 shares 153,920 $57.1M 1.97% -3,459 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: 13,325 shares; 2024Q4: 14,318 shares; 2025Q1: 33,094 shares; 2025Q2: 52,387 shares; 2025Q3: 66,695 shares; 2025Q4: 67,441 shares; 2026Q1: 80,219 shares 80,219 $45.9M 1.59% +12,778 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 448,775 shares; 2025Q4: 954,045 shares; 2026Q1: 1,629,526 shares 1,629,526 $41M 1.41% +675,481 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: 52,940 shares; 2024Q4: 54,983 shares; 2025Q1: 58,612 shares; 2025Q2: 62,832 shares; 2025Q3: 60,715 shares; 2025Q4: 56,054 shares; 2026Q1: 59,899 shares 59,899 $39M 1.35% +3,845 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 926,589 shares; 2025Q4: 935,638 shares; 2026Q1: 1,011,631 shares 1,011,631 $38.4M 1.33% +75,993 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411,869 shares; 2024Q4: 427,360 shares; 2025Q1: 518,203 shares; 2025Q2: 530,638 shares; 2025Q3: 287,896 shares; 2025Q4: 289,321 shares; 2026Q1: 300,957 shares 300,957 $37.4M 1.29% +11,636 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: 42,523 shares; 2024Q4: 100,947 shares; 2025Q1: 116,394 shares; 2025Q2: 120,131 shares; 2025Q3: 127,974 shares; 2025Q4: 127,048 shares; 2026Q1: 120,952 shares 120,952 $29.6M 1.02% -6,096 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: 27,965 shares; 2024Q4: 28,284 shares; 2025Q1: 30,691 shares; 2025Q2: 38,439 shares; 2025Q3: 31,460 shares; 2025Q4: 36,951 shares; 2026Q1: 31,292 shares 31,292 $28.8M 0.99% -5,659 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 768,542 shares 768,542 $28.6M 0.99% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,008 shares; 2024Q4: 77,443 shares; 2025Q1: 85,335 shares; 2025Q2: 87,025 shares; 2025Q3: 90,377 shares; 2025Q4: 91,676 shares; 2026Q1: 93,673 shares 93,673 $28.3M 0.98% +1,997 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: 27,461 shares; 2024Q4: 27,152 shares; 2025Q1: 20,242 shares; 2025Q2: 20,156 shares; 2025Q3: 24,080 shares; 2025Q4: 269,027 shares; 2026Q1: 275,434 shares 275,434 $26.5M 0.91% +6,407 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: 23,546 shares; 2024Q4: 23,999 shares; 2025Q1: 24,285 shares; 2025Q2: 75,476 shares; 2025Q3: 78,071 shares; 2025Q4: 78,517 shares; 2026Q1: 89,906 shares 89,906 $26.4M 0.91% +11,389 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: 6,114 shares; 2024Q4: 6,234 shares; 2025Q1: 6,556 shares; 2025Q2: 5,382 shares; 2025Q3: 129,567 shares; 2025Q4: 106,189 shares; 2026Q1: 125,749 shares 125,749 $26M 0.9% +19,560 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: 26,990 shares; 2024Q4: 28,276 shares; 2025Q1: 28,540 shares; 2025Q2: 29,138 shares; 2025Q3: 29,841 shares; 2025Q4: 92,194 shares; 2026Q1: 69,519 shares 69,519 $23.8M 0.82% -22,675 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: 252,841 shares; 2024Q4: 253,632 shares; 2025Q1: 255,428 shares; 2025Q2: 262,158 shares; 2025Q3: 272,462 shares; 2025Q4: 281,906 shares; 2026Q1: 188,429 shares 188,429 $23.4M 0.81% -93,477 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: 55,277 shares; 2024Q4: 55,958 shares; 2025Q1: 71,286 shares; 2025Q2: 69,970 shares; 2025Q3: 77,242 shares; 2025Q4: 79,628 shares; 2026Q1: 77,797 shares 77,797 $22.3M 0.77% -1,831 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: 153,815 shares; 2024Q4: 218,031 shares; 2025Q1: 222,077 shares; 2025Q2: 225,667 shares; 2025Q3: 220,155 shares; 2025Q4: 218,922 shares; 2026Q1: 224,015 shares 224,015 $21.6M 0.75% +5,093 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: 63,003 shares; 2024Q4: 62,673 shares; 2025Q1: 62,992 shares; 2025Q2: 63,849 shares; 2025Q3: 68,283 shares; 2025Q4: 58,438 shares; 2026Q1: 60,216 shares 60,216 $19.8M 0.68% +1,778 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: 60,731 shares; 2024Q4: 11,497 shares; 2025Q1: 61,039 shares; 2025Q2: 81,447 shares; 2025Q3: 97,019 shares; 2025Q4: 96,012 shares; 2026Q1: 98,065 shares 98,065 $19.5M 0.67% +2,053 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: 39,756 shares; 2024Q4: 39,871 shares; 2025Q1: 40,382 shares; 2025Q2: 40,812 shares; 2025Q3: 41,749 shares; 2025Q4: 56,249 shares; 2026Q1: 57,478 shares 57,478 $18.7M 0.65% +1,229 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,344 shares; 2024Q4: 105,436 shares; 2025Q1: 107,187 shares; 2025Q2: 108,759 shares; 2025Q3: 138,742 shares; 2025Q4: 137,381 shares; 2026Q1: 140,531 shares 140,531 $18.6M 0.64% +3,150 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: 149,694 shares; 2024Q4: 156,091 shares; 2025Q1: 170,319 shares; 2025Q2: 176,251 shares; 2025Q3: 190,244 shares; 2025Q4: 165,381 shares; 2026Q1: 181,127 shares 181,127 $17.6M 0.61% +15,746 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: 20,117 shares; 2024Q4: 26,498 shares; 2025Q1: 26,565 shares; 2025Q2: 28,913 shares; 2025Q3: 39,566 shares; 2025Q4: 41,907 shares; 2026Q1: 45,324 shares 45,324 $16.8M 0.58% +3,417 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: 34,931 shares; 2024Q4: 35,038 shares; 2025Q1: 34,806 shares; 2025Q2: 36,121 shares; 2025Q3: 33,012 shares; 2025Q4: 32,141 shares; 2026Q1: 33,402 shares 33,402 $16.6M 0.57% +1,261 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,022 shares; 2024Q4: 53,286 shares; 2025Q1: 53,852 shares; 2025Q2: 55,449 shares; 2025Q3: 61,400 shares; 2025Q4: 61,433 shares; 2026Q1: 53,611 shares 53,611 $16.2M 0.56% -7,822 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,307 shares; 2024Q4: 27,536 shares; 2025Q1: 33,965 shares; 2025Q2: 38,173 shares; 2025Q3: 42,311 shares; 2025Q4: 44,105 shares; 2026Q1: 47,774 shares 47,774 $16.1M 0.56% +3,669 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: 82,412 shares; 2024Q4: 82,655 shares; 2025Q1: 111,661 shares; 2025Q2: 113,405 shares; 2025Q3: 116,668 shares; 2025Q4: 117,844 shares; 2026Q1: 98,404 shares 98,404 $15.7M 0.54% -19,440 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: 59,197 shares; 2024Q4: 59,251 shares; 2025Q1: 59,871 shares; 2025Q2: 60,696 shares; 2025Q3: 62,321 shares; 2025Q4: 79,543 shares; 2026Q1: 68,345 shares 68,345 $15.7M 0.54% -11,198 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: 16,476 shares; 2025Q1: 16,401 shares; 2025Q2: 16,831 shares; 2025Q3: 20,428 shares; 2025Q4: 19,867 shares; 2026Q1: 124,611 shares 124,611 $15.3M 0.53% +104,744 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 960 shares; 2025Q1: 33,552 shares; 2025Q2: 34,821 shares; 2025Q3: 36,269 shares; 2025Q4: 35,165 shares; 2026Q1: 45,781 shares 45,781 $15M 0.52% +10,616 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: 81,801 shares; 2024Q4: 96,734 shares; 2025Q1: 75,771 shares; 2025Q2: 77,891 shares; 2025Q3: 87,236 shares; 2025Q4: 87,587 shares; 2026Q1: 89,881 shares 89,881 $14.8M 0.51% +2,294 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: 22,525 shares; 2024Q4: 28,488 shares; 2025Q1: 28,980 shares; 2025Q2: 29,414 shares; 2025Q3: 30,036 shares; 2025Q4: 30,019 shares; 2026Q1: 25,710 shares 25,710 $14.5M 0.5% -4,309 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: 168,806 shares; 2024Q4: 194,171 shares; 2025Q1: 198,112 shares; 2025Q2: 204,322 shares; 2025Q3: 218,908 shares; 2025Q4: 175,425 shares; 2026Q1: 179,896 shares 179,896 $14.3M 0.49% +4,471 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: 131,252 shares; 2024Q4: 131,324 shares; 2025Q1: 138,271 shares; 2025Q2: 138,864 shares; 2025Q3: 147,983 shares; 2025Q4: 165,018 shares; 2026Q1: 143,355 shares 143,355 $14.2M 0.49% -21,663 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,320 shares; 2025Q1: 93,322 shares; 2025Q2: 95,341 shares; 2025Q3: 96,961 shares; 2025Q4: 98,905 shares; 2026Q1: 101,534 shares 101,534 $12.8M 0.44% +2,629 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,513 shares; 2025Q3: 45,211 shares; 2025Q4: 44,689 shares; 2026Q1: 45,807 shares 45,807 $12.6M 0.44% +1,118 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,646 shares; 2025Q3: not reported; 2025Q4: 736 shares; 2026Q1: 26,975 shares 26,975 $12.4M 0.43% +26,239 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,489 shares; 2024Q4: 60,925 shares; 2025Q1: 71,333 shares; 2025Q2: 60,736 shares; 2025Q3: 85,624 shares; 2025Q4: 87,042 shares; 2026Q1: 65,493 shares 65,493 $12.4M 0.43% -21,549 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: 39,231 shares; 2024Q4: 43,098 shares; 2025Q1: 47,097 shares; 2025Q2: 47,255 shares; 2025Q3: 38,338 shares; 2025Q4: 38,094 shares; 2026Q1: 37,883 shares 37,883 $12.1M 0.42% -211 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,959 shares; 2025Q3: 151,221 shares; 2025Q4: 171,583 shares; 2026Q1: 129,038 shares 129,038 $11.8M 0.41% -42,545 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: 45,353 shares; 2024Q4: 105,116 shares; 2025Q1: 41,314 shares; 2025Q2: 130,390 shares; 2025Q3: 39,699 shares; 2025Q4: 122,334 shares; 2026Q1: 98,259 shares 98,259 $11.6M 0.4% -24,075 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: 1,777 shares; 2024Q4: 1,893 shares; 2025Q1: 1,559 shares; 2025Q2: 1,488 shares; 2025Q3: 91,122 shares; 2025Q4: 1,432 shares; 2026Q1: 59,204 shares 59,204 $11.5M 0.4% +57,772 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,520 shares; 2026Q1: 475,423 shares 475,423 $11.3M 0.39% +420,903 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: 5,095 shares; 2024Q4: 5,365 shares; 2025Q1: 8,128 shares; 2025Q2: 9,134 shares; 2025Q3: 9,534 shares; 2025Q4: 11,978 shares; 2026Q1: 19,510 shares 19,510 $11.3M 0.39% +7,532 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 886 shares; 2025Q2: not reported; 2025Q3: 28,942 shares; 2025Q4: 818 shares; 2026Q1: 31,119 shares 31,119 $11.1M 0.38% +30,301 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: 6,707 shares; 2024Q4: 69,723 shares; 2025Q1: 110,065 shares; 2025Q2: 5,196 shares; 2025Q3: 9,653 shares; 2025Q4: 10,206 shares; 2026Q1: 68,377 shares 68,377 $10.6M 0.37% +58,171 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: 3,194 shares; 2024Q4: 2,175 shares; 2025Q1: 1,964 shares; 2025Q2: 1,878 shares; 2025Q3: 3,707 shares; 2025Q4: 4,164 shares; 2026Q1: 43,621 shares 43,621 $10.6M 0.37% +39,457 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: 20,242 shares; 2025Q1: 20,251 shares; 2025Q2: 20,333 shares; 2025Q3: 20,354 shares; 2025Q4: 20,696 shares; 2026Q1: 24,196 shares 24,196 $10.6M 0.36% +3,500 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: 180,943 shares; 2024Q4: 214,896 shares; 2025Q1: 157,595 shares; 2025Q2: 161,074 shares; 2025Q3: 201,197 shares; 2025Q4: 199,781 shares; 2026Q1: 145,892 shares 145,892 $10.5M 0.36% -53,889 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,755 shares; 2024Q4: 76,909 shares; 2025Q1: 64,432 shares; 2025Q2: 65,178 shares; 2025Q3: 67,603 shares; 2025Q4: 66,558 shares; 2026Q1: 68,105 shares 68,105 $10.2M 0.35% +1,547 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: 1,892 shares; 2024Q4: 1,991 shares; 2025Q1: 2,547 shares; 2025Q2: 2,986 shares; 2025Q3: 4,122 shares; 2025Q4: 4,851 shares; 2026Q1: 14,235 shares 14,235 $10.1M 0.35% +9,384 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: 1,482 shares; 2024Q4: 1,423 shares; 2025Q1: 1,538 shares; 2025Q2: 3,639 shares; 2025Q3: 3,599 shares; 2025Q4: 23,669 shares; 2026Q1: 22,912 shares 22,912 $9.91M 0.34% -757 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: 73,499 shares; 2024Q4: 68,489 shares; 2025Q1: 113,324 shares; 2025Q2: 112,465 shares; 2025Q3: 108,777 shares; 2025Q4: 110,283 shares; 2026Q1: 105,170 shares 105,170 $9.77M 0.34% -5,113 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: 90,796 shares; 2024Q4: 91,354 shares; 2025Q1: 94,678 shares; 2025Q2: 105,405 shares; 2025Q3: 109,493 shares; 2025Q4: 106,234 shares; 2026Q1: 107,544 shares 107,544 $9.74M 0.34% +1,310 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: 24,102 shares; 2025Q1: 24,218 shares; 2025Q2: 25,934 shares; 2025Q3: 29,668 shares; 2025Q4: 46,392 shares; 2026Q1: 45,544 shares 45,544 $9.73M 0.34% -848 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: 7,269 shares; 2024Q4: 7,389 shares; 2025Q1: 6,563 shares; 2025Q2: 6,560 shares; 2025Q3: 8,226 shares; 2025Q4: 8,564 shares; 2026Q1: 9,699 shares 9,699 $9.66M 0.33% +1,135 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,097 shares; 2024Q4: 24,150 shares; 2025Q1: 25,468 shares; 2025Q2: 26,150 shares; 2025Q3: 34,566 shares; 2025Q4: 28,186 shares; 2026Q1: 22,129 shares 22,129 $9.41M 0.33% -6,057 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is 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: 43,299 shares 43,299 $9.05M 0.31% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,009 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,910 shares; 2026Q1: 50,926 shares 50,926 $8.68M 0.3% -1,984 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,828 shares; 2024Q4: 93,192 shares; 2025Q1: 94,478 shares; 2025Q2: 94,480 shares; 2025Q3: 94,871 shares; 2025Q4: 95,191 shares; 2026Q1: 92,811 shares 92,811 $8.61M 0.3% -2,380 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: 6,682 shares; 2024Q4: 6,839 shares; 2025Q1: 7,246 shares; 2025Q2: 8,397 shares; 2025Q3: 11,856 shares; 2025Q4: 12,776 shares; 2026Q1: 14,062 shares 14,062 $8.4M 0.29% +1,286 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,555 shares; 2025Q4: 27,851 shares; 2026Q1: 20,454 shares 20,454 $8.11M 0.28% -7,397 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: 10,329 shares; 2024Q4: 10,387 shares; 2025Q1: 11,285 shares; 2025Q2: 12,654 shares; 2025Q3: 15,638 shares; 2025Q4: 19,136 shares; 2026Q1: 16,740 shares 16,740 $8.02M 0.28% -2,396 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: 127,596 shares; 2024Q4: 21,075 shares; 2025Q1: 37,128 shares; 2025Q2: 37,694 shares; 2025Q3: 42,741 shares; 2025Q4: 43,676 shares; 2026Q1: 45,250 shares 45,250 $7.68M 0.27% +1,574 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,176 shares; 2024Q4: 72,612 shares; 2025Q1: 56,560 shares; 2025Q2: 58,068 shares; 2025Q3: 59,449 shares; 2025Q4: 60,418 shares; 2026Q1: 50,581 shares 50,581 $7.63M 0.26% -9,837 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,259 shares; 2024Q4: 5,350 shares; 2025Q1: 3,314 shares; 2025Q2: 4,711 shares; 2025Q3: 19,406 shares; 2025Q4: not reported; 2026Q1: 15,559 shares 15,559 $7.54M 0.26% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,081 shares; 2025Q3: 1,749 shares; 2025Q4: 2,475 shares; 2026Q1: 46,160 shares 46,160 $7.4M 0.26% +43,685 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,754 shares; 2026Q1: 55,315 shares 55,315 $7.24M 0.25% +53,561 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: 2,663 shares; 2024Q4: 2,878 shares; 2025Q1: 7,710 shares; 2025Q2: 8,528 shares; 2025Q3: 21,839 shares; 2025Q4: 21,947 shares; 2026Q1: 21,947 shares 21,947 $7.04M 0.24% 0 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR 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: 36,114 shares 36,114 $6.34M 0.22% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,711 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 506,031 shares; 2025Q3: 506,031 shares; 2025Q4: 455,631 shares; 2026Q1: 436,531 shares 436,531 $6.27M 0.22% -19,100 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 5,048 shares; 2025Q1: 5,331 shares; 2025Q2: 7,758 shares; 2025Q3: 8,058 shares; 2025Q4: 7,546 shares; 2026Q1: 7,392 shares 7,392 $6.25M 0.22% -154 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,479 shares; 2024Q4: 3,157 shares; 2025Q1: 4,485 shares; 2025Q2: 4,776 shares; 2025Q3: 3,009 shares; 2025Q4: 3,148 shares; 2026Q1: 4,655 shares 4,655 $6.15M 0.21% +1,507 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,831 shares 48,831 $6.01M 0.21% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,397 shares; 2024Q4: 9,507 shares; 2025Q1: 11,613 shares; 2025Q2: 13,266 shares; 2025Q3: 13,684 shares; 2025Q4: 13,766 shares; 2026Q1: 13,797 shares 13,797 $5.88M 0.2% +31 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,978 shares; 2024Q4: 19,999 shares; 2025Q1: 20,199 shares; 2025Q2: 19,999 shares; 2025Q3: 20,169 shares; 2025Q4: 20,189 shares; 2026Q1: 20,466 shares 20,466 $5.88M 0.2% +277 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,342 shares; 2024Q4: 64,613 shares; 2025Q1: 53,640 shares; 2025Q2: 52,711 shares; 2025Q3: 52,871 shares; 2025Q4: 54,863 shares; 2026Q1: 51,516 shares 51,516 $5.69M 0.2% -3,347 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: 98,556 shares; 2024Q4: 97,947 shares; 2025Q1: 91,890 shares; 2025Q2: 97,515 shares; 2025Q3: 67,380 shares; 2025Q4: 93,167 shares; 2026Q1: 38,548 shares 38,548 $5.67M 0.2% -54,619 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: 27,227 shares 27,227 $5.37M 0.19% new Timeline CANQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,193 shares; 2025Q4: 134,448 shares; 2026Q1: 191,167 shares 191,167 $5.33M 0.18% +56,719 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: 98,937 shares; 2024Q4: 98,937 shares; 2025Q1: 102,291 shares; 2025Q2: 102,893 shares; 2025Q3: 102,893 shares; 2025Q4: 78,033 shares; 2026Q1: 91,653 shares 91,653 $5.2M 0.18% +13,620 Timeline IX ORIX CORP More: the full row for ORIX 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: 140,402 shares; 2026Q1: 163,340 shares 163,340 $4.9M 0.17% +22,938 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: 4,657 shares; 2024Q4: 4,677 shares; 2025Q1: 5,335 shares; 2025Q2: 5,356 shares; 2025Q3: 5,384 shares; 2025Q4: 5,551 shares; 2026Q1: 5,587 shares 5,587 $4.83M 0.17% +36 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,798 shares; 2024Q4: 69,190 shares; 2025Q1: 67,727 shares; 2025Q2: 51,832 shares; 2025Q3: 76,022 shares; 2025Q4: 58,792 shares; 2026Q1: 68,464 shares 68,464 $4.73M 0.16% +9,672 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,685 shares; 2024Q4: 17,685 shares; 2025Q1: 17,700 shares; 2025Q2: 17,896 shares; 2025Q3: 17,855 shares; 2025Q4: 17,855 shares; 2026Q1: 18,022 shares 18,022 $4.72M 0.16% +167 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: 2,875 shares; 2024Q4: 2,904 shares; 2025Q1: 3,205 shares; 2025Q2: 7,056 shares; 2025Q3: 7,201 shares; 2025Q4: 7,235 shares; 2026Q1: 7,274 shares 7,274 $4.4M 0.15% +39 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,427 shares; 2024Q4: 6,788 shares; 2025Q1: 7,732 shares; 2025Q2: 8,926 shares; 2025Q3: 10,400 shares; 2025Q4: 10,936 shares; 2026Q1: 12,165 shares 12,165 $4.34M 0.15% +1,229 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,763 shares 20,763 $4.28M 0.15% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 689 shares; 2025Q3: 781 shares; 2025Q4: not reported; 2026Q1: 15,825 shares 15,825 $4.22M 0.15% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,606 shares; 2025Q2: 27,092 shares; 2025Q3: 35,072 shares; 2025Q4: 20,431 shares; 2026Q1: 20,431 shares 20,431 $3.92M 0.14% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD 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: 115,583 shares; 2025Q3: 74,635 shares; 2025Q4: 75,066 shares; 2026Q1: 87,381 shares 87,381 $3.88M 0.13% +12,315 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,074 shares; 2024Q4: 28,699 shares; 2025Q1: not reported; 2025Q2: 36,409 shares; 2025Q3: 39,607 shares; 2025Q4: 41,900 shares; 2026Q1: 38,525 shares 38,525 $3.84M 0.13% -3,375 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA 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: 78,416 shares 78,416 $3.76M 0.13% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 175,004 shares; 2025Q2: 138,896 shares; 2025Q3: 150,650 shares; 2025Q4: 159,424 shares; 2026Q1: 185,280 shares 185,280 $3.66M 0.13% +25,856 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: 8,852 shares; 2024Q4: 9,060 shares; 2025Q1: 8,104 shares; 2025Q2: 8,431 shares; 2025Q3: 14,729 shares; 2025Q4: 14,875 shares; 2026Q1: 16,276 shares 16,276 $3.54M 0.12% +1,401 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,054 shares; 2024Q4: 4,134 shares; 2025Q1: 4,432 shares; 2025Q2: 4,473 shares; 2025Q3: 6,330 shares; 2025Q4: 6,404 shares; 2026Q1: 7,047 shares 7,047 $3.52M 0.12% +643 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119,882 shares 119,882 $3.51M 0.12% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,388 shares; 2024Q4: 8,718 shares; 2025Q1: 9,187 shares; 2025Q2: 9,881 shares; 2025Q3: 12,687 shares; 2025Q4: 12,413 shares; 2026Q1: 17,989 shares 17,989 $3.47M 0.12% +5,576 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,055 shares 47,055 $3.46M 0.12% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,341 shares; 2024Q4: 23,341 shares; 2025Q1: 23,174 shares; 2025Q2: 22,100 shares; 2025Q3: 19,114 shares; 2025Q4: 19,149 shares; 2026Q1: 18,930 shares 18,930 $3.33M 0.11% -219 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: not reported; 2024Q4: 1,003 shares; 2025Q1: not reported; 2025Q2: 8,784 shares; 2025Q3: 8,811 shares; 2025Q4: 8,597 shares; 2026Q1: 8,205 shares 8,205 $3.27M 0.11% -392 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 824,668 shares; 2024Q4: 725,168 shares; 2025Q1: 725,168 shares; 2025Q2: 725,179 shares; 2025Q3: 725,201 shares; 2025Q4: 725,202 shares; 2026Q1: 725,284 shares 725,284 $3.11M 0.11% +82 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: 3,778 shares; 2024Q4: 3,976 shares; 2025Q1: 5,743 shares; 2025Q2: 6,260 shares; 2025Q3: 6,327 shares; 2025Q4: 7,872 shares; 2026Q1: 9,180 shares 9,180 $3.1M 0.11% +1,308 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,286 shares 37,286 $3.09M 0.11% new Timeline CPSA CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,040 shares; 2024Q4: 132,233 shares; 2025Q1: 132,233 shares; 2025Q2: 132,351 shares; 2025Q3: 143,035 shares; 2025Q4: 133,420 shares; 2026Q1: 112,133 shares 112,133 $3.02M 0.1% -21,287 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: 12,426 shares; 2024Q4: 16,089 shares; 2025Q1: 18,687 shares; 2025Q2: 19,337 shares; 2025Q3: 11,403 shares; 2025Q4: 11,839 shares; 2026Q1: 10,389 shares 10,389 $2.95M 0.1% -1,450 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: 1,758 shares; 2024Q4: 1,775 shares; 2025Q1: 1,795 shares; 2025Q2: 2,072 shares; 2025Q3: 2,172 shares; 2025Q4: 2,484 shares; 2026Q1: 2,002 shares 2,002 $2.95M 0.1% -482 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $2.87M 0.1% 0 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: 40,014 shares; 2024Q4: 40,171 shares; 2025Q1: 32,729 shares; 2025Q2: 9,124 shares; 2025Q3: 9,847 shares; 2025Q4: 11,814 shares; 2026Q1: 10,583 shares 10,583 $2.86M 0.1% -1,231 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: 248,805 shares; 2024Q4: 353,695 shares; 2025Q1: 242,715 shares; 2025Q2: 53,293 shares; 2025Q3: 55,705 shares; 2025Q4: 63,980 shares; 2026Q1: 58,675 shares 58,675 $2.86M 0.1% -5,305 Timeline CPST CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,807 shares; 2024Q4: 151,194 shares; 2025Q1: 151,194 shares; 2025Q2: 128,057 shares; 2025Q3: 136,492 shares; 2025Q4: 125,519 shares; 2026Q1: 102,338 shares 102,338 $2.76M 0.1% -23,181 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: 139,512 shares; 2024Q4: 20,024 shares; 2025Q1: 18,040 shares; 2025Q2: 14,410 shares; 2025Q3: 15,761 shares; 2025Q4: 19,290 shares; 2026Q1: 20,812 shares 20,812 $2.5M 0.09% +1,522 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,957 shares; 2025Q4: 29,706 shares; 2026Q1: 22,961 shares 22,961 $2.49M 0.09% -6,745 Timeline HDV 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: 2,476 shares; 2024Q4: 5,164 shares; 2025Q1: 66,551 shares; 2025Q2: 7,555 shares; 2025Q3: 16,719 shares; 2025Q4: 16,719 shares; 2026Q1: 18,211 shares 18,211 $2.47M 0.09% +1,492 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: 40,468 shares; 2024Q4: 39,308 shares; 2025Q1: 39,449 shares; 2025Q2: 38,685 shares; 2025Q3: 35,452 shares; 2025Q4: 31,382 shares; 2026Q1: 30,941 shares 30,941 $2.43M 0.08% -441 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 3,138 shares; 2025Q1: 4,085 shares; 2025Q2: 4,284 shares; 2025Q3: 2,002 shares; 2025Q4: 1,951 shares; 2026Q1: 2,773 shares 2,773 $2.42M 0.08% +822 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: 3,614 shares; 2024Q4: 3,627 shares; 2025Q1: 3,418 shares; 2025Q2: 3,515 shares; 2025Q3: 3,533 shares; 2025Q4: 4,716 shares; 2026Q1: 4,362 shares 4,362 $2.39M 0.08% -354 Timeline CPSD CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,803 shares; 2025Q1: 74,738 shares; 2025Q2: 95,418 shares; 2025Q3: 95,418 shares; 2025Q4: 102,449 shares; 2026Q1: 91,796 shares 91,796 $2.38M 0.08% -10,653 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,706 shares; 2026Q1: 44,302 shares 44,302 $2.34M 0.08% -9,404 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: 16,924 shares; 2024Q4: 22,855 shares; 2025Q1: 19,567 shares; 2025Q2: 22,867 shares; 2025Q3: 23,054 shares; 2025Q4: 23,021 shares; 2026Q1: 16,102 shares 16,102 $2.33M 0.08% -6,919 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,414 shares 13,414 $2.31M 0.08% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,218 shares; 2024Q4: 18,342 shares; 2025Q1: 25,608 shares; 2025Q2: 16,006 shares; 2025Q3: 23,226 shares; 2025Q4: 26,040 shares; 2026Q1: 17,843 shares 17,843 $2.24M 0.08% -8,197 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: 6,495 shares; 2024Q4: 6,320 shares; 2025Q1: 6,146 shares; 2025Q2: 6,547 shares; 2025Q3: 6,354 shares; 2025Q4: 6,283 shares; 2026Q1: 7,192 shares 7,192 $2.24M 0.08% +909 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,448 shares; 2025Q2: 4,498 shares; 2025Q3: 4,753 shares; 2025Q4: 5,338 shares; 2026Q1: 5,799 shares 5,799 $2.22M 0.08% +461 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,177 shares; 2024Q4: 26,210 shares; 2025Q1: 25,658 shares; 2025Q2: 28,554 shares; 2025Q3: 30,620 shares; 2025Q4: 30,978 shares; 2026Q1: 31,835 shares 31,835 $2.22M 0.08% +857 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: not reported; 2024Q4: 751 shares; 2025Q1: 768 shares; 2025Q2: 776 shares; 2025Q3: 890 shares; 2025Q4: 1,337 shares; 2026Q1: 10,679 shares 10,679 $2.17M 0.07% +9,342 Timeline CPSJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,254 shares; 2024Q4: 34,254 shares; 2025Q1: 34,254 shares; 2025Q2: 34,254 shares; 2025Q3: 91,687 shares; 2025Q4: 85,323 shares; 2026Q1: 79,129 shares 79,129 $2.13M 0.07% -6,194 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 480 shares; 2025Q3: 730 shares; 2025Q4: 2,355 shares; 2026Q1: 3,045 shares 3,045 $2.12M 0.07% +690 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: 14,236 shares; 2024Q4: 11,861 shares; 2025Q1: 21,915 shares; 2025Q2: 22,010 shares; 2025Q3: 24,101 shares; 2025Q4: 30,085 shares; 2026Q1: 26,444 shares 26,444 $2.05M 0.07% -3,641 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,699 shares; 2025Q1: 4,462 shares; 2025Q2: 4,531 shares; 2025Q3: 4,531 shares; 2025Q4: 11,581 shares; 2026Q1: 33,072 shares 33,072 $2.03M 0.07% +21,491 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: 2,405 shares; 2024Q4: 2,459 shares; 2025Q1: 2,578 shares; 2025Q2: 2,462 shares; 2025Q3: 5,813 shares; 2025Q4: 5,801 shares; 2026Q1: 5,748 shares 5,748 $2.02M 0.07% -53 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: 1,915 shares; 2024Q4: 1,999 shares; 2025Q1: 3,949 shares; 2025Q2: 4,739 shares; 2025Q3: 8,328 shares; 2025Q4: 8,490 shares; 2026Q1: 8,240 shares 8,240 $2M 0.07% -250 Timeline CPSF CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,435 shares; 2025Q2: 69,430 shares; 2025Q3: 67,600 shares; 2025Q4: 63,625 shares; 2026Q1: 75,692 shares 75,692 $1.94M 0.07% +12,067 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: 31,767 shares; 2024Q4: 23,208 shares; 2025Q1: 39,696 shares; 2025Q2: 36,070 shares; 2025Q3: 47,081 shares; 2025Q4: 41,424 shares; 2026Q1: 43,256 shares 43,256 $1.91M 0.07% +1,832 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,481 shares; 2024Q4: 22,536 shares; 2025Q1: 23,120 shares; 2025Q2: 26,291 shares; 2025Q3: 25,827 shares; 2025Q4: 26,819 shares; 2026Q1: 28,094 shares 28,094 $1.9M 0.07% +1,275 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: 52,005 shares; 2024Q4: 52,474 shares; 2025Q1: 65,121 shares; 2025Q2: 63,760 shares; 2025Q3: 63,492 shares; 2025Q4: 64,195 shares; 2026Q1: 67,383 shares 67,383 $1.89M 0.07% +3,188 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,838 shares; 2024Q4: 4,838 shares; 2025Q1: 6,147 shares; 2025Q2: 7,752 shares; 2025Q3: 8,342 shares; 2025Q4: 8,476 shares; 2026Q1: 8,782 shares 8,782 $1.88M 0.06% +306 Timeline CPSR CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85,875 shares; 2025Q2: 91,258 shares; 2025Q3: 77,812 shares; 2025Q4: 75,130 shares; 2026Q1: 73,698 shares 73,698 $1.86M 0.06% -1,432 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: 15,555 shares; 2024Q4: 15,766 shares; 2025Q1: 15,579 shares; 2025Q2: 15,855 shares; 2025Q3: 14,839 shares; 2025Q4: 15,413 shares; 2026Q1: 24,397 shares 24,397 $1.86M 0.06% +8,984 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,891 shares; 2024Q4: 7,891 shares; 2025Q1: 7,692 shares; 2025Q2: 7,821 shares; 2025Q3: 7,913 shares; 2025Q4: 16,962 shares; 2026Q1: 16,962 shares 16,962 $1.85M 0.06% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,373 shares; 2024Q4: 22,373 shares; 2025Q1: 21,406 shares; 2025Q2: 21,406 shares; 2025Q3: 46,904 shares; 2025Q4: 32,201 shares; 2026Q1: 34,776 shares 34,776 $1.83M 0.06% +2,575 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,166 shares; 2025Q1: 2,166 shares; 2025Q2: 9,170 shares; 2025Q3: 9,248 shares; 2025Q4: 9,270 shares; 2026Q1: 8,768 shares 8,768 $1.81M 0.06% -502 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 1,567 shares; 2025Q2: 1,576 shares; 2025Q3: 1,567 shares; 2025Q4: 6,571 shares; 2026Q1: 6,564 shares 6,564 $1.8M 0.06% -7 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: 4,632 shares; 2024Q4: 2,557 shares; 2025Q1: 1,866 shares; 2025Q2: 1,506 shares; 2025Q3: 1,605 shares; 2025Q4: 1,332 shares; 2026Q1: 5,156 shares 5,156 $1.69M 0.06% +3,824 Timeline IGIB 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: 30,963 shares; 2024Q4: 50,877 shares; 2025Q1: 32,852 shares; 2025Q2: 32,965 shares; 2025Q3: 32,929 shares; 2025Q4: 32,929 shares; 2026Q1: 30,825 shares 30,825 $1.64M 0.06% -2,104 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,496 shares; 2025Q2: 3,308 shares; 2025Q3: 6,562 shares; 2025Q4: 6,853 shares; 2026Q1: 13,938 shares 13,938 $1.6M 0.06% +7,085 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: not reported; 2024Q4: not reported; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 3,160 shares; 2025Q4: 3,619 shares; 2026Q1: 3,721 shares 3,721 $1.6M 0.06% +102 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: 19,040 shares; 2025Q4: 19,040 shares; 2026Q1: 19,470 shares 19,470 $1.5M 0.05% +430 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,970 shares; 2024Q4: 61,970 shares; 2025Q1: 85,160 shares; 2025Q2: 85,160 shares; 2025Q3: 85,160 shares; 2025Q4: 85,160 shares; 2026Q1: 85,160 shares 85,160 $1.46M 0.05% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 5,086 shares; 2025Q3: 5,091 shares; 2025Q4: 4,471 shares; 2026Q1: 3,728 shares 3,728 $1.42M 0.05% -743 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: 4,802 shares; 2024Q4: 4,911 shares; 2025Q1: 6,237 shares; 2025Q2: 6,206 shares; 2025Q3: 5,917 shares; 2025Q4: 5,869 shares; 2026Q1: 5,887 shares 5,887 $1.39M 0.05% +18 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: 13,355 shares; 2024Q4: 13,424 shares; 2025Q1: 13,310 shares; 2025Q2: 13,888 shares; 2025Q3: 15,617 shares; 2025Q4: 14,975 shares; 2026Q1: 14,105 shares 14,105 $1.37M 0.05% -870 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,005 shares; 2025Q1: 21,413 shares; 2025Q2: 27,213 shares; 2025Q3: 49,258 shares; 2025Q4: 36,236 shares; 2026Q1: 35,366 shares 35,366 $1.36M 0.05% -870 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,359 shares; 2026Q1: 6,603 shares 6,603 $1.35M 0.05% -756 Timeline CPSP CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,027 shares; 2025Q3: 52,508 shares; 2025Q4: 51,308 shares; 2026Q1: 50,590 shares 50,590 $1.34M 0.05% -718 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: 3,458 shares; 2024Q4: 4,072 shares; 2025Q1: 4,007 shares; 2025Q2: 4,893 shares; 2025Q3: 9,499 shares; 2025Q4: 12,158 shares; 2026Q1: 11,635 shares 11,635 $1.32M 0.05% -523 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,763 shares; 2024Q4: 109,298 shares; 2025Q1: 115,783 shares; 2025Q2: not reported; 2025Q3: 85,734 shares; 2025Q4: 80,843 shares; 2026Q1: 77,711 shares 77,711 $1.32M 0.05% -3,132 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,573 shares; 2024Q4: 17,050 shares; 2025Q1: 14,560 shares; 2025Q2: 13,726 shares; 2025Q3: 14,346 shares; 2025Q4: 14,484 shares; 2026Q1: 14,692 shares 14,692 $1.32M 0.05% +208 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: 5,019 shares; 2024Q4: 5,127 shares; 2025Q1: 8,485 shares; 2025Q2: 8,452 shares; 2025Q3: 9,244 shares; 2025Q4: 8,706 shares; 2026Q1: 6,513 shares 6,513 $1.29M 0.04% -2,193 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,695 shares 5,695 $1.25M 0.04% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 1,708 shares; 2025Q1: 4,566 shares; 2025Q2: 5,344 shares; 2025Q3: 5,612 shares; 2025Q4: 6,115 shares; 2026Q1: 6,121 shares 6,121 $1.25M 0.04% +6 Timeline XOP 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: 6,600 shares; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares 6,600 $1.2M 0.04% 0 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: 15,976 shares; 2024Q4: 16,253 shares; 2025Q1: 16,195 shares; 2025Q2: 16,008 shares; 2025Q3: 15,743 shares; 2025Q4: 13,513 shares; 2026Q1: 14,037 shares 14,037 $1.2M 0.04% +524 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,322 shares; 2025Q4: 5,754 shares; 2026Q1: 5,728 shares 5,728 $1.19M 0.04% -26 Timeline SJNK 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: 41,276 shares; 2024Q4: 41,276 shares; 2025Q1: 29,511 shares; 2025Q2: 31,201 shares; 2025Q3: 26,906 shares; 2025Q4: 32,936 shares; 2026Q1: 47,536 shares 47,536 $1.19M 0.04% +14,600 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,488 shares; 2025Q3: 10,041 shares; 2025Q4: 10,483 shares; 2026Q1: 10,433 shares 10,433 $1.18M 0.04% -50 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: 10,787 shares; 2024Q4: 10,795 shares; 2025Q1: 11,032 shares; 2025Q2: 11,878 shares; 2025Q3: 13,476 shares; 2025Q4: 15,281 shares; 2026Q1: 12,198 shares 12,198 $1.18M 0.04% -3,083 Timeline CPRJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,091 shares; 2024Q4: 48,480 shares; 2025Q1: 48,480 shares; 2025Q2: 48,600 shares; 2025Q3: 50,468 shares; 2025Q4: 45,858 shares; 2026Q1: 42,982 shares 42,982 $1.16M 0.04% -2,876 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: 4,096 shares; 2024Q4: 4,185 shares; 2025Q1: 4,658 shares; 2025Q2: 5,472 shares; 2025Q3: 5,852 shares; 2025Q4: 4,650 shares; 2026Q1: 4,712 shares 4,712 $1.15M 0.04% +62 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,973 shares; 2024Q4: 5,027 shares; 2025Q1: 5,148 shares; 2025Q2: 4,982 shares; 2025Q3: 5,146 shares; 2025Q4: 4,653 shares; 2026Q1: 5,827 shares 5,827 $1.14M 0.04% +1,174 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,516 shares; 2025Q1: 4,932 shares; 2025Q2: 5,058 shares; 2025Q3: 5,158 shares; 2025Q4: 10,016 shares; 2026Q1: 8,576 shares 8,576 $1.14M 0.04% -1,440 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,804 shares; 2025Q4: 5,076 shares; 2026Q1: 8,590 shares 8,590 $1.13M 0.04% +3,514 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,355 shares 7,355 $1.12M 0.04% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,926 shares; 2024Q4: 15,280 shares; 2025Q1: 12,772 shares; 2025Q2: 13,101 shares; 2025Q3: 44,166 shares; 2025Q4: 50,877 shares; 2026Q1: 38,013 shares 38,013 $1.1M 0.04% -12,864 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: 154,560 shares; 2024Q4: 155,432 shares; 2025Q1: 98,922 shares; 2025Q2: 101,786 shares; 2025Q3: 155,038 shares; 2025Q4: 117,214 shares; 2026Q1: 17,364 shares 17,364 $1.09M 0.04% -99,850 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: 3,432 shares; 2024Q4: 3,439 shares; 2025Q1: 3,473 shares; 2025Q2: 3,471 shares; 2025Q3: 4,745 shares; 2025Q4: 3,546 shares; 2026Q1: 4,944 shares 4,944 $1.08M 0.04% +1,398 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,769 shares; 2024Q4: 8,780 shares; 2025Q1: 8,821 shares; 2025Q2: 5,415 shares; 2025Q3: 4,378 shares; 2025Q4: 4,195 shares; 2026Q1: 4,362 shares 4,362 $1.08M 0.04% +167 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,287 shares; 2024Q4: 4,756 shares; 2025Q1: 5,256 shares; 2025Q2: 4,670 shares; 2025Q3: 5,438 shares; 2025Q4: 5,203 shares; 2026Q1: 6,484 shares 6,484 $1.07M 0.04% +1,281 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,657 shares; 2025Q4: 6,406 shares; 2026Q1: 7,310 shares 7,310 $1.07M 0.04% +904 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,816 shares; 2025Q3: 7,816 shares; 2025Q4: 7,816 shares; 2026Q1: 7,816 shares 7,816 $1.06M 0.04% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,163 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares; 2026Q1: 1,083 shares 1,083 $1.06M 0.04% -82 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,054 shares; 2024Q4: 5,954 shares; 2025Q1: 6,176 shares; 2025Q2: 7,497 shares; 2025Q3: 7,372 shares; 2025Q4: 7,150 shares; 2026Q1: 7,250 shares 7,250 $1.06M 0.04% +100 Timeline BAPRA 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: not reported; 2024Q4: 27,145 shares; 2025Q1: 26,075 shares; 2025Q2: 15,241 shares; 2025Q3: 14,526 shares; 2025Q4: 15,896 shares; 2026Q1: 16,145 shares 16,145 $1.05M 0.04% +249 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,264 shares; 2024Q4: 29,809 shares; 2025Q1: 34,408 shares; 2025Q2: 2,576 shares; 2025Q3: 3,059 shares; 2025Q4: 5,930 shares; 2026Q1: 5,531 shares 5,531 $1.03M 0.04% -399 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: 20,364 shares; 2024Q4: 1,637 shares; 2025Q1: 1,599 shares; 2025Q2: 1,223 shares; 2025Q3: 1,485 shares; 2025Q4: 1,928 shares; 2026Q1: 2,091 shares 2,091 $1.03M 0.04% +163 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: 8,902 shares; 2024Q4: 8,640 shares; 2025Q1: 8,566 shares; 2025Q2: 8,476 shares; 2025Q3: 16,114 shares; 2025Q4: 12,908 shares; 2026Q1: 9,871 shares 9,871 $1.01M 0.04% -3,037 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,055 shares; 2024Q4: 7,197 shares; 2025Q1: 10,182 shares; 2025Q2: 5,459 shares; 2025Q3: 5,367 shares; 2025Q4: 18,394 shares; 2026Q1: 9,544 shares 9,544 $1.01M 0.03% -8,850 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,252 shares; 2024Q4: 20,517 shares; 2025Q1: 25,204 shares; 2025Q2: 3,793 shares; 2025Q3: 21,720 shares; 2025Q4: 30,964 shares; 2026Q1: 8,539 shares 8,539 $1.01M 0.03% -22,425 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,715 shares 42,715 $1.01M 0.03% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,414 shares; 2025Q1: 1,372 shares; 2025Q2: 4,312 shares; 2025Q3: 4,474 shares; 2025Q4: 4,773 shares; 2026Q1: 3,463 shares 3,463 $1.01M 0.03% -1,310 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,908 shares; 2024Q4: 11,908 shares; 2025Q1: 11,908 shares; 2025Q2: 11,908 shares; 2025Q3: 11,908 shares; 2025Q4: 11,908 shares; 2026Q1: 11,768 shares 11,768 $972K 0.03% -140 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: 124 shares; 2024Q4: 133 shares; 2025Q1: 140 shares; 2025Q2: 223 shares; 2025Q3: 224 shares; 2025Q4: 266 shares; 2026Q1: 230 shares 230 $968K 0.03% -36 Timeline CPRO CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,688 shares; 2025Q1: 21,414 shares; 2025Q2: 18,617 shares; 2025Q3: 22,252 shares; 2025Q4: 43,579 shares; 2026Q1: 35,208 shares 35,208 $956K 0.03% -8,371 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,246 shares; 2025Q4: 3,563 shares; 2026Q1: 3,563 shares 3,563 $946K 0.03% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 2,564 shares; 2025Q1: 2,782 shares; 2025Q2: 3,046 shares; 2025Q3: 4,738 shares; 2025Q4: 5,141 shares; 2026Q1: 4,920 shares 4,920 $944K 0.03% -221 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: 11,803 shares; 2024Q4: 10,406 shares; 2025Q1: 9,750 shares; 2025Q2: 9,647 shares; 2025Q3: 12,591 shares; 2025Q4: 13,996 shares; 2026Q1: 10,881 shares 10,881 $943K 0.03% -3,115 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: not reported; 2024Q4: not reported; 2025Q1: 4,026 shares; 2025Q2: 3,921 shares; 2025Q3: 20,070 shares; 2025Q4: 16,059 shares; 2026Q1: 14,072 shares 14,072 $929K 0.03% -1,987 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: 380,734 shares; 2024Q4: 20,126 shares; 2025Q1: 19,332 shares; 2025Q2: 15,260 shares; 2025Q3: 14,457 shares; 2025Q4: 21,638 shares; 2026Q1: 22,273 shares 22,273 $914K 0.03% +635 Timeline CPNS CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,112 shares; 2024Q4: 26,497 shares; 2025Q1: 66,097 shares; 2025Q2: 66,097 shares; 2025Q3: 75,022 shares; 2025Q4: 56,292 shares; 2026Q1: 33,639 shares 33,639 $914K 0.03% -22,653 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,212 shares; 2025Q2: 4,212 shares; 2025Q3: 3,673 shares; 2025Q4: 3,998 shares; 2026Q1: 6,412 shares 6,412 $913K 0.03% +2,414 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 3,616 shares; 2025Q1: 3,487 shares; 2025Q2: 3,487 shares; 2025Q3: 3,765 shares; 2025Q4: 3,765 shares; 2026Q1: 4,232 shares 4,232 $910K 0.03% +467 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,326 shares; 2026Q1: 4,307 shares 4,307 $909K 0.03% -19 Timeline ORACLE CORP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,186 shares 20,186 $909K 0.03% new MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 789 shares; 2025Q1: 1,354 shares; 2025Q2: 1,515 shares; 2025Q3: 1,402 shares; 2025Q4: 526 shares; 2026Q1: 513 shares 513 $887K 0.03% -13 Timeline NYF 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: 15,298 shares; 2024Q4: 13,855 shares; 2025Q1: 13,644 shares; 2025Q2: 6,683 shares; 2025Q3: 18,528 shares; 2025Q4: 17,592 shares; 2026Q1: 16,656 shares 16,656 $885K 0.03% -936 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: not reported; 2024Q4: not reported; 2025Q1: 1,822 shares; 2025Q2: 4,025 shares; 2025Q3: 4,574 shares; 2025Q4: 4,728 shares; 2026Q1: 4,819 shares 4,819 $879K 0.03% +91 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,700 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,610 shares; 2026Q1: 20,610 shares 20,610 $859K 0.03% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,269 shares; 2025Q3: 982 shares; 2025Q4: 2,636 shares; 2026Q1: 2,366 shares 2,366 $849K 0.03% -270 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: 65,597 shares; 2024Q4: 51,109 shares; 2025Q1: 59,392 shares; 2025Q2: 59,038 shares; 2025Q3: 60,086 shares; 2025Q4: 60,169 shares; 2026Q1: 4,016 shares 4,016 $844K 0.03% -56,153 Timeline VONG 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: 4,296 shares; 2024Q4: 4,296 shares; 2025Q1: 4,296 shares; 2025Q2: 4,296 shares; 2025Q3: 4,946 shares; 2025Q4: 9,123 shares; 2026Q1: 7,598 shares 7,598 $833K 0.03% -1,525 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,091 shares; 2024Q4: 3,170 shares; 2025Q1: 3,170 shares; 2025Q2: 3,170 shares; 2025Q3: 3,226 shares; 2025Q4: 3,226 shares; 2026Q1: 3,226 shares 3,226 $830K 0.03% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,727 shares; 2024Q4: 8,183 shares; 2025Q1: 8,719 shares; 2025Q2: 20,793 shares; 2025Q3: 20,219 shares; 2025Q4: 22,551 shares; 2026Q1: 26,777 shares 26,777 $822K 0.03% +4,226 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,139 shares; 2025Q2: 11,139 shares; 2025Q3: 11,719 shares; 2025Q4: 31,992 shares; 2026Q1: 27,048 shares 27,048 $820K 0.03% -4,944 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 648 shares; 2026Q1: 1,834 shares 1,834 $819K 0.03% +1,186 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,066 shares; 2024Q4: 4,066 shares; 2025Q1: 4,141 shares; 2025Q2: 4,141 shares; 2025Q3: 4,189 shares; 2025Q4: 4,517 shares; 2026Q1: 4,412 shares 4,412 $813K 0.03% -105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,548 shares; 2025Q4: 3,092 shares; 2026Q1: 5,791 shares 5,791 $807K 0.03% +2,699 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,915 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,319 shares; 2026Q1: 29,514 shares 29,514 $804K 0.03% +1,195 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,472 shares; 2025Q3: 8,381 shares; 2025Q4: 10,477 shares; 2026Q1: 10,665 shares 10,665 $776K 0.03% +188 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,766 shares; 2025Q3: 7,150 shares; 2025Q4: 7,160 shares; 2026Q1: 9,090 shares 9,090 $772K 0.03% +1,930 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: 4,680 shares; 2024Q4: not reported; 2025Q1: 4,606 shares; 2025Q2: not reported; 2025Q3: 22,272 shares; 2025Q4: 18,789 shares; 2026Q1: 15,345 shares 15,345 $770K 0.03% -3,444 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 402 shares; 2026Q1: 402 shares 402 $769K 0.03% 0 Timeline CPNJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,811 shares; 2024Q4: 34,811 shares; 2025Q1: 34,811 shares; 2025Q2: 34,929 shares; 2025Q3: 31,749 shares; 2025Q4: 28,058 shares; 2026Q1: 28,058 shares 28,058 $758K 0.03% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 9,300 shares; 2025Q2: 9,300 shares; 2025Q3: 9,300 shares; 2025Q4: 9,300 shares; 2026Q1: 9,300 shares 9,300 $744K 0.03% 0 Timeline CPRY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,713 shares; 2025Q2: 45,713 shares; 2025Q3: 28,687 shares; 2025Q4: 26,672 shares; 2026Q1: 27,412 shares 27,412 $744K 0.03% +740 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,640 shares; 2025Q4: 9,840 shares; 2026Q1: 9,840 shares 9,840 $739K 0.03% 0 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: 89,052 shares; 2024Q4: 107,333 shares; 2025Q1: 107,596 shares; 2025Q2: 110,469 shares; 2025Q3: 5,592 shares; 2025Q4: 5,883 shares; 2026Q1: 5,629 shares 5,629 $738K 0.03% -254 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,343 shares; 2024Q4: 3,343 shares; 2025Q1: 5,182 shares; 2025Q2: 5,182 shares; 2025Q3: 5,104 shares; 2025Q4: 4,413 shares; 2026Q1: 4,871 shares 4,871 $732K 0.03% +458 Timeline MOS MOSAIC CO More: the full row for MOSAIC 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: 27,957 shares; 2025Q3: 27,957 shares; 2025Q4: 27,957 shares; 2026Q1: 27,999 shares 27,999 $714K 0.02% +42 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,237 shares; 2025Q1: 6,208 shares; 2025Q2: 6,304 shares; 2025Q3: 6,286 shares; 2025Q4: 6,286 shares; 2026Q1: 6,037 shares 6,037 $692K 0.02% -249 Timeline CPSO CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,801 shares; 2025Q1: 37,801 shares; 2025Q2: 18,613 shares; 2025Q3: 15,601 shares; 2025Q4: 25,915 shares; 2026Q1: 25,454 shares 25,454 $687K 0.02% -461 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,607 shares 13,607 $686K 0.02% new Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,562 shares; 2024Q4: 43,562 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares 40,000 $679K 0.02% 0 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: 813 shares; 2024Q4: 835 shares; 2025Q1: 790 shares; 2025Q2: 767 shares; 2025Q3: 730 shares; 2025Q4: 740 shares; 2026Q1: 758 shares 758 $679K 0.02% +18 Timeline ALBEMARLE CORP ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,700 shares; 2026Q1: 9,258 shares 9,258 $665K 0.02% +2,558 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: 5,808 shares; 2024Q4: 4,303 shares; 2025Q1: 3,877 shares; 2025Q2: 3,899 shares; 2025Q3: 3,938 shares; 2025Q4: 3,933 shares; 2026Q1: 2,932 shares 2,932 $663K 0.02% -1,001 Timeline CPSN CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,351 shares; 2025Q1: 19,351 shares; 2025Q2: 19,351 shares; 2025Q3: 9,770 shares; 2025Q4: 31,988 shares; 2026Q1: 24,562 shares 24,562 $658K 0.02% -7,426 Timeline MCHPP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,587 shares; 2025Q3: 8,077 shares; 2025Q4: 8,058 shares; 2026Q1: 11,399 shares 11,399 $649K 0.02% +3,341 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,171 shares; 2025Q1: 4,171 shares; 2025Q2: 4,171 shares; 2025Q3: 4,171 shares; 2025Q4: 4,171 shares; 2026Q1: 4,171 shares 4,171 $647K 0.02% 0 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: 2,470 shares; 2024Q4: 2,829 shares; 2025Q1: 2,871 shares; 2025Q2: 2,701 shares; 2025Q3: 5,230 shares; 2025Q4: 4,109 shares; 2026Q1: 4,934 shares 4,934 $646K 0.02% +825 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: 5,354 shares; 2024Q4: 5,681 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,474 shares; 2026Q1: 11,017 shares 11,017 $635K 0.02% +5,543 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,514 shares; 2025Q1: 1,564 shares; 2025Q2: 1,191 shares; 2025Q3: 1,471 shares; 2025Q4: 1,399 shares; 2026Q1: 1,449 shares 1,449 $633K 0.02% +50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,461 shares; 2025Q4: 1,784 shares; 2026Q1: 1,608 shares 1,608 $628K 0.02% -176 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,116 shares; 2025Q4: 3,574 shares; 2026Q1: 3,589 shares 3,589 $627K 0.02% +15 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,228 shares; 2024Q4: not reported; 2025Q1: 1,852 shares; 2025Q2: 2,568 shares; 2025Q3: 4,622 shares; 2025Q4: 4,646 shares; 2026Q1: 4,073 shares 4,073 $622K 0.02% -573 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: not reported; 2024Q4: 892 shares; 2025Q1: 903 shares; 2025Q2: 822 shares; 2025Q3: 2,189 shares; 2025Q4: 2,135 shares; 2026Q1: 2,106 shares 2,106 $622K 0.02% -29 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: 3,099 shares; 2024Q4: 3,020 shares; 2025Q1: 3,046 shares; 2025Q2: 2,883 shares; 2025Q3: 3,801 shares; 2025Q4: 4,486 shares; 2026Q1: 4,773 shares 4,773 $615K 0.02% +287 Timeline CPRA CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,584 shares; 2025Q3: 25,282 shares; 2025Q4: 25,684 shares; 2026Q1: 22,503 shares 22,503 $605K 0.02% -3,181 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 1,301 shares 1,301 $603K 0.02% +300 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,270 shares; 2024Q4: 13,270 shares; 2025Q1: 13,270 shares; 2025Q2: 13,270 shares; 2025Q3: 13,270 shares; 2025Q4: 13,270 shares; 2026Q1: 13,270 shares 13,270 $601K 0.02% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,097 shares; 2025Q4: 5,929 shares; 2026Q1: 7,340 shares 7,340 $600K 0.02% +1,411 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,413 shares; 2026Q1: 2,295 shares 2,295 $597K 0.02% -118 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: 1,880 shares; 2024Q4: 1,622 shares; 2025Q1: 1,607 shares; 2025Q2: 1,497 shares; 2025Q3: 1,313 shares; 2025Q4: 1,226 shares; 2026Q1: 1,201 shares 1,201 $589K 0.02% -25 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,114 shares; 2025Q4: 4,486 shares; 2026Q1: 6,588 shares 6,588 $581K 0.02% +2,102 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,782 shares; 2024Q4: 2,782 shares; 2025Q1: 2,783 shares; 2025Q2: 2,783 shares; 2025Q3: 2,742 shares; 2025Q4: 3,961 shares; 2026Q1: 3,961 shares 3,961 $581K 0.02% 0 Timeline QXO INC QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,946 shares; 2025Q3: 10,154 shares; 2025Q4: 10,101 shares; 2026Q1: 10,243 shares 10,243 $563K 0.02% +142 UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,432 shares; 2025Q4: 4,822 shares; 2026Q1: 5,725 shares 5,725 $563K 0.02% +903 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,681 shares; 2026Q1: 3,024 shares 3,024 $551K 0.02% +343 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $545K 0.02% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,698 shares; 2025Q3: 6,530 shares; 2025Q4: 8,522 shares; 2026Q1: 7,531 shares 7,531 $541K 0.02% -991 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,646 shares; 2024Q4: 7,047 shares; 2025Q1: 9,581 shares; 2025Q2: 9,393 shares; 2025Q3: 8,761 shares; 2025Q4: 8,790 shares; 2026Q1: 9,042 shares 9,042 $531K 0.02% +252 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: 2,868 shares; 2024Q4: 3,673 shares; 2025Q1: 2,750 shares; 2025Q2: 3,491 shares; 2025Q3: 1,669 shares; 2025Q4: 1,837 shares; 2026Q1: 1,837 shares 1,837 $527K 0.02% 0 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: 10,853 shares; 2024Q4: 11,123 shares; 2025Q1: 7,067 shares; 2025Q2: 6,522 shares; 2025Q3: 7,082 shares; 2025Q4: 7,076 shares; 2026Q1: 8,629 shares 8,629 $523K 0.02% +1,553 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: 4,720 shares; 2024Q4: 4,888 shares; 2025Q1: 5,922 shares; 2025Q2: 10,100 shares; 2025Q3: 6,913 shares; 2025Q4: 7,281 shares; 2026Q1: 8,109 shares 8,109 $520K 0.02% +828 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: 1,710 shares; 2025Q1: 2,496 shares; 2025Q2: 2,644 shares; 2025Q3: 2,511 shares; 2025Q4: 3,078 shares; 2026Q1: 3,864 shares 3,864 $512K 0.02% +786 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,975 shares; 2025Q4: 3,990 shares; 2026Q1: 5,146 shares 5,146 $503K 0.02% +1,156 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 3,020 shares; 2025Q1: 3,170 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $499K 0.02% 0 Timeline CPNM CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,390 shares; 2025Q2: 41,599 shares; 2025Q3: 21,297 shares; 2025Q4: 21,297 shares; 2026Q1: 19,108 shares 19,108 $498K 0.02% -2,189 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,172 shares; 2025Q1: 483 shares; 2025Q2: 459 shares; 2025Q3: 578 shares; 2025Q4: 598 shares; 2026Q1: 716 shares 716 $488K 0.02% +118 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,143 shares 7,143 $475K 0.02% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 372 shares; 2025Q1: not reported; 2025Q2: 594 shares; 2025Q3: 1,330 shares; 2025Q4: 1,222 shares; 2026Q1: 1,117 shares 1,117 $474K 0.02% -105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,100 shares 9,100 $457K 0.02% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,321 shares 1,321 $453K 0.02% new Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,220 shares 3,220 $450K 0.02% new Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,165 shares; 2025Q2: 3,165 shares; 2025Q3: 3,165 shares; 2025Q4: 4,562 shares; 2026Q1: 4,562 shares 4,562 $442K 0.02% 0 Timeline CPNQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,257 shares; 2025Q1: 21,642 shares; 2025Q2: 21,642 shares; 2025Q3: 15,785 shares; 2025Q4: 24,855 shares; 2026Q1: 16,355 shares 16,355 $435K 0.02% -8,500 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 542 shares; 2025Q4: 480 shares; 2026Q1: 397 shares 397 $434K 0.01% -83 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,675 shares; 2025Q1: 2,650 shares; 2025Q2: 2,652 shares; 2025Q3: 2,726 shares; 2025Q4: 2,852 shares; 2026Q1: 2,756 shares 2,756 $433K 0.01% -96 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,466 shares; 2025Q4: 10,734 shares; 2026Q1: 9,245 shares 9,245 $425K 0.01% -1,489 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,281 shares; 2024Q4: 52,105 shares; 2025Q1: 52,736 shares; 2025Q2: 53,696 shares; 2025Q3: 54,675 shares; 2025Q4: 2,203 shares; 2026Q1: 2,450 shares 2,450 $425K 0.01% +247 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,612 shares; 2025Q3: 2,662 shares; 2025Q4: 2,592 shares; 2026Q1: 2,843 shares 2,843 $421K 0.01% +251 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,273 shares; 2025Q4: 4,064 shares; 2026Q1: 2,879 shares 2,879 $416K 0.01% -1,185 Timeline CPSM CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,558 shares; 2024Q4: 16,558 shares; 2025Q1: 15,558 shares; 2025Q2: 30,268 shares; 2025Q3: 18,156 shares; 2025Q4: 18,156 shares; 2026Q1: 14,370 shares 14,370 $415K 0.01% -3,786 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,442 shares; 2026Q1: 1,698 shares 1,698 $407K 0.01% +256 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,291 shares; 2026Q1: 8,614 shares 8,614 $402K 0.01% +2,323 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,121 shares; 2025Q3: not reported; 2025Q4: 143 shares; 2026Q1: 376 shares 376 $401K 0.01% +233 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,963 shares; 2025Q2: 8,963 shares; 2025Q3: 8,963 shares; 2025Q4: 8,963 shares; 2026Q1: 8,963 shares 8,963 $393K 0.01% 0 Timeline CBTJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,505 shares; 2025Q2: 25,336 shares; 2025Q3: 24,843 shares; 2025Q4: 20,812 shares; 2026Q1: 20,767 shares 20,767 $392K 0.01% -45 Timeline CPSY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,055 shares; 2025Q2: 15,385 shares; 2025Q3: 15,385 shares; 2025Q4: 15,385 shares; 2026Q1: 15,385 shares 15,385 $385K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,433 shares; 2024Q4: 2,533 shares; 2025Q1: 2,533 shares; 2025Q2: 2,533 shares; 2025Q3: 2,533 shares; 2025Q4: 2,533 shares; 2026Q1: 2,533 shares 2,533 $384K 0.01% 0 Timeline BANK OF AMER CORP 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: 460 shares; 2024Q4: 385 shares; 2025Q1: 379 shares; 2025Q2: 307 shares; 2025Q3: 312 shares; 2025Q4: 314 shares; 2026Q1: 320 shares 320 $381K 0.01% +6 AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES 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: 1,865 shares; 2026Q1: 1,865 shares 1,865 $379K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,063 shares; 2025Q4: 3,176 shares; 2026Q1: 3,190 shares 3,190 $378K 0.01% +14 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,490 shares; 2025Q2: 2,767 shares; 2025Q3: 2,980 shares; 2025Q4: 2,765 shares; 2026Q1: 4,221 shares 4,221 $374K 0.01% +1,456 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,022 shares; 2025Q3: 1,049 shares; 2025Q4: 1,051 shares; 2026Q1: 1,035 shares 1,035 $370K 0.01% -16 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL 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: 4,889 shares; 2025Q4: 4,889 shares; 2026Q1: 4,889 shares 4,889 $366K 0.01% 0 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: 3,029 shares; 2026Q1: 3,077 shares 3,077 $365K 0.01% +48 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: 4,019 shares; 2024Q4: 2,054 shares; 2025Q1: 2,272 shares; 2025Q2: not reported; 2025Q3: 5,569 shares; 2025Q4: not reported; 2026Q1: 2,745 shares 2,745 $362K 0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,603 shares 2,603 $354K 0.01% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,965 shares; 2025Q4: not reported; 2026Q1: 7,462 shares 7,462 $354K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,033 shares; 2026Q1: 1,019 shares 1,019 $352K 0.01% -14 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,293 shares 3,293 $350K 0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,105 shares; 2025Q1: 2,205 shares; 2025Q2: 2,205 shares; 2025Q3: 2,207 shares; 2025Q4: 2,241 shares; 2026Q1: 2,282 shares 2,282 $348K 0.01% +41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,161 shares 6,161 $347K 0.01% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,167 shares 3,167 $346K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,159 shares; 2025Q4: 1,182 shares; 2026Q1: 1,087 shares 1,087 $341K 0.01% -95 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,096 shares; 2025Q4: 7,096 shares; 2026Q1: 7,096 shares 7,096 $340K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,212 shares; 2024Q4: 19,470 shares; 2025Q1: 262,690 shares; 2025Q2: 267,555 shares; 2025Q3: not reported; 2025Q4: 11,977 shares; 2026Q1: 10,597 shares 10,597 $339K 0.01% -1,380 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,474 shares; 2025Q4: 1,582 shares; 2026Q1: 1,275 shares 1,275 $339K 0.01% -307 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,300 shares; 2025Q4: 21,339 shares; 2026Q1: 21,339 shares 21,339 $339K 0.01% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 37,107 shares 37,107 $339K 0.01% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,519 shares; 2026Q1: 4,551 shares 4,551 $338K 0.01% +32 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,312 shares 10,312 $338K 0.01% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,044 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,121 shares; 2026Q1: 3,680 shares 3,680 $337K 0.01% -1,441 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,865 shares 3,865 $337K 0.01% new Timeline CBTY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,637 shares; 2025Q4: 17,655 shares; 2026Q1: 17,049 shares 17,049 $336K 0.01% -606 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612,221 shares; 2024Q4: 597,635 shares; 2025Q1: 404,606 shares; 2025Q2: 411,282 shares; 2025Q3: 66,403 shares; 2025Q4: 25,850 shares; 2026Q1: 6,051 shares 6,051 $335K 0.01% -19,799 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,635 shares; 2026Q1: 6,760 shares 6,760 $334K 0.01% +2,125 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,327 shares 1,327 $333K 0.01% new Timeline SROI CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,130 shares; 2024Q4: 10,130 shares; 2025Q1: 10,130 shares; 2025Q2: 10,130 shares; 2025Q3: 10,130 shares; 2025Q4: 10,130 shares; 2026Q1: 10,130 shares 10,130 $331K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 2,172 shares; 2025Q1: 2,041 shares; 2025Q2: 2,046 shares; 2025Q3: 1,884 shares; 2025Q4: 1,827 shares; 2026Q1: 1,915 shares 1,915 $330K 0.01% +88 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE 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: 1,226 shares; 2025Q4: not reported; 2026Q1: 2,207 shares 2,207 $330K 0.01% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,271 shares; 2026Q1: 1,214 shares 1,214 $328K 0.01% -57 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,108 shares 5,108 $327K 0.01% new Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX 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: 11,829 shares 11,829 $324K 0.01% new Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,948 shares 15,948 $322K 0.01% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,717 shares; 2024Q4: 4,717 shares; 2025Q1: 4,717 shares; 2025Q2: 4,486 shares; 2025Q3: 4,486 shares; 2025Q4: 4,486 shares; 2026Q1: 4,573 shares 4,573 $322K 0.01% +87 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,031 shares; 2025Q4: 1,487 shares; 2026Q1: 1,393 shares 1,393 $321K 0.01% -94 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,837 shares; 2026Q1: 2,027 shares 2,027 $320K 0.01% +190 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR 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: 1,997 shares 1,997 $320K 0.01% new Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO 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: 29,735 shares 29,735 $319K 0.01% new Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,385 shares 1,385 $319K 0.01% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,939 shares 2,939 $318K 0.01% new Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,881 shares 1,881 $318K 0.01% new Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,840 shares 1,840 $317K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,563 shares 11,563 $316K 0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,691 shares; 2026Q1: 7,317 shares 7,317 $316K 0.01% -2,374 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,529 shares; 2025Q4: 1,263 shares; 2026Q1: 1,273 shares 1,273 $315K 0.01% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,117 shares 4,117 $314K 0.01% new Timeline SLM SLM CORP More: the full row for SLM 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: 14,636 shares 14,636 $313K 0.01% new Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,893 shares 4,893 $313K 0.01% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,659 shares; 2026Q1: 2,702 shares 2,702 $312K 0.01% +43 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,384 shares 7,384 $310K 0.01% new Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN 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: 23,293 shares 23,293 $310K 0.01% new Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,753 shares 1,753 $310K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 877 shares; 2025Q4: 864 shares; 2026Q1: 712 shares 712 $309K 0.01% -152 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: 11,786 shares; 2024Q4: 11,871 shares; 2025Q1: 11,984 shares; 2025Q2: 13,918 shares; 2025Q3: 13,092 shares; 2025Q4: 66,370 shares; 2026Q1: 2,952 shares 2,952 $309K 0.01% -63,418 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,729 shares 11,729 $308K 0.01% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,023 shares; 2026Q1: 1,023 shares 1,023 $306K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 838 shares 838 $304K 0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares; 2026Q1: 1,024 shares 1,024 $304K 0.01% -576 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,209 shares 1,209 $303K 0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,219 shares; 2025Q4: 2,280 shares; 2026Q1: 2,393 shares 2,393 $302K 0.01% +113 Timeline MAN MANPOWERGROUP INC WIS More: the full row for MANPOWERGROUP INC WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,257 shares 10,257 $302K 0.01% new Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS 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: 4,098 shares 4,098 $302K 0.01% new Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN 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: 12,246 shares 12,246 $302K 0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,203 shares 1,203 $301K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,910 shares; 2025Q4: 3,961 shares; 2026Q1: 3,763 shares 3,763 $301K 0.01% -198 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: not reported; 2024Q4: not reported; 2025Q1: 6,335 shares; 2025Q2: 6,335 shares; 2025Q3: 5,574 shares; 2025Q4: 5,574 shares; 2026Q1: 5,574 shares 5,574 $301K 0.01% 0 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,910 shares 2,910 $301K 0.01% new Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,401 shares 38,401 $301K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,735 shares 1,735 $301K 0.01% new Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is 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: 6,020 shares 6,020 $301K 0.01% new Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,284 shares 7,284 $301K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,460 shares 6,460 $300K 0.01% new Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,447 shares 4,447 $299K 0.01% new Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,474 shares 1,474 $298K 0.01% new Timeline CRI CARTERS INC More: the full row for CARTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,335 shares 8,335 $298K 0.01% new Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 5,314 shares; 2025Q4: 3,706 shares; 2026Q1: 7,003 shares 7,003 $298K 0.01% +3,297 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,302 shares 11,302 $298K 0.01% new Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,673 shares; 2024Q4: 2,673 shares; 2025Q1: 2,673 shares; 2025Q2: 2,673 shares; 2025Q3: 2,673 shares; 2025Q4: 2,673 shares; 2026Q1: 2,673 shares 2,673 $297K 0.01% 0 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY 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: 3,636 shares 3,636 $296K 0.01% new Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,868 shares 15,868 $296K 0.01% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,948 shares 7,948 $296K 0.01% new Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is 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: 2,114 shares 2,114 $296K 0.01% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,003 shares 3,003 $296K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,982 shares 2,982 $295K 0.01% new Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,208 shares 2,208 $294K 0.01% new Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,183 shares 3,183 $294K 0.01% new Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,947 shares 3,947 $293K 0.01% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,038 shares 7,038 $293K 0.01% new Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ 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: 6,298 shares 6,298 $292K 0.01% 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: not reported; 2025Q3: not reported; 2025Q4: 3,232 shares; 2026Q1: 3,921 shares 3,921 $292K 0.01% +689 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR 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: 5,328 shares 5,328 $292K 0.01% new Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,167 shares 3,167 $291K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,005 shares; 2025Q4: 15,062 shares; 2026Q1: 15,062 shares 15,062 $291K 0.01% 0 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is 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: 7,700 shares 7,700 $291K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 837 shares; 2026Q1: 815 shares 815 $290K 0.01% -22 Timeline ENOV ENOVIS CORPORATION More: the full row for ENOVIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,738 shares 12,738 $290K 0.01% new Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT 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: 30,718 shares 30,718 $289K 0.01% new Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,591 shares 8,591 $289K 0.01% new Timeline MAT MATTEL INC More: the full row for MATTEL 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: 19,837 shares 19,837 $288K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,925 shares 3,925 $287K 0.01% new Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,669 shares 24,669 $286K 0.01% new Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,145 shares 8,145 $286K 0.01% new Timeline DRVN DRIVEN BRANDS HLDGS INC More: the full row for DRIVEN BRANDS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,608 shares 22,608 $285K 0.01% new Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,687 shares 8,687 $284K 0.01% new Timeline IART INTEGRA LIFESCIENCES HLDGS C More: the full row for INTEGRA LIFESCIENCES HLDGS C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,171 shares 30,171 $284K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,309 shares 7,309 $284K 0.01% new Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,400 shares 13,400 $283K 0.01% new Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,135 shares 2,135 $283K 0.01% new Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,729 shares 51,729 $282K 0.01% new Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,395 shares 2,395 $282K 0.01% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL 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: 5,218 shares 5,218 $281K 0.01% new Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,725 shares 7,725 $281K 0.01% new 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: 2,182 shares 2,182 $280K 0.01% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is 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: 7,872 shares 7,872 $279K 0.01% new Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,472 shares 5,472 $278K 0.01% new Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,817 shares 2,817 $277K 0.01% new Timeline CBXY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,569 shares; 2025Q4: 12,569 shares; 2026Q1: 12,569 shares 12,569 $276K 0.01% 0 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,171 shares; 2025Q4: not reported; 2026Q1: 7,223 shares 7,223 $275K 0.01% new Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY 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: 7,408 shares 7,408 $274K 0.01% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 924 shares; 2026Q1: 850 shares 850 $273K 0.01% -74 Timeline UAVS AGEAGLE AERIAL SYS INC NEW More: the full row for AGEAGLE AERIAL SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 301,672 shares 301,672 $273K 0.01% new Timeline NVCR NOVOCURE LTD More: the full row for NOVOCURE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,954 shares 24,954 $272K 0.01% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,338 shares; 2024Q4: 9,216 shares; 2025Q1: 5,340 shares; 2025Q2: 5,339 shares; 2025Q3: 4,809 shares; 2025Q4: 4,759 shares; 2026Q1: 4,835 shares 4,835 $271K 0.01% +76 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,210 shares; 2025Q4: 16,250 shares; 2026Q1: 10,919 shares 10,919 $270K 0.01% -5,331 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR 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: 7,337 shares 7,337 $270K 0.01% new Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,511 shares 1,511 $269K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,414 shares; 2026Q1: 1,439 shares 1,439 $268K 0.01% +25 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is 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: 4,081 shares 4,081 $266K 0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,075 shares; 2025Q3: 1,156 shares; 2025Q4: 1,212 shares; 2026Q1: 1,273 shares 1,273 $265K 0.01% +61 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,158 shares 1,158 $265K 0.01% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,209 shares 3,209 $264K 0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,462 shares; 2024Q4: 84,030 shares; 2025Q1: 85,678 shares; 2025Q2: 87,147 shares; 2025Q3: 2,414 shares; 2025Q4: 2,199 shares; 2026Q1: 2,199 shares 2,199 $260K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,202 shares; 2025Q4: 1,193 shares; 2026Q1: 1,206 shares 1,206 $259K 0.01% +13 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,882 shares; 2025Q3: 4,080 shares; 2025Q4: 4,080 shares; 2026Q1: 3,683 shares 3,683 $258K 0.01% -397 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270 shares; 2025Q2: 339 shares; 2025Q3: 558 shares; 2025Q4: 404 shares; 2026Q1: 268 shares 268 $258K 0.01% -136 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,958 shares; 2025Q4: 4,018 shares; 2026Q1: 3,528 shares 3,528 $256K 0.01% -490 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,387 shares; 2025Q3: 4,387 shares; 2025Q4: 4,387 shares; 2026Q1: 4,387 shares 4,387 $253K 0.01% 0 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,044 shares; 2025Q4: 9,502 shares; 2026Q1: 6,791 shares 6,791 $253K 0.01% -2,711 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,706 shares; 2025Q3: 1,706 shares; 2025Q4: 1,726 shares; 2026Q1: 1,726 shares 1,726 $252K 0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $249K 0.01% 0 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,922 shares 8,922 $247K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,361 shares 5,361 $246K 0.01% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 899 shares; 2025Q4: 899 shares; 2026Q1: 899 shares 899 $245K 0.01% 0 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: 4,980 shares; 2024Q4: 4,986 shares; 2025Q1: 7,003 shares; 2025Q2: 8,310 shares; 2025Q3: 7,376 shares; 2025Q4: 7,376 shares; 2026Q1: 4,080 shares 4,080 $243K 0.01% -3,296 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: 43,098 shares; 2024Q4: 48,651 shares; 2025Q1: 42,311 shares; 2025Q2: not reported; 2025Q3: 1,423 shares; 2025Q4: 1,196 shares; 2026Q1: 1,229 shares 1,229 $242K 0.01% +33 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: 797 shares; 2024Q4: 811 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 751 shares; 2025Q4: not reported; 2026Q1: 832 shares 832 $242K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 664 shares; 2025Q3: 757 shares; 2025Q4: 828 shares; 2026Q1: 866 shares 866 $241K 0.01% +38 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,533 shares 2,533 $236K 0.01% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,793 shares; 2026Q1: 1,793 shares 1,793 $235K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 729 shares; 2026Q1: 495 shares 495 $234K 0.01% -234 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,274 shares; 2025Q1: 1,227 shares; 2025Q2: 1,217 shares; 2025Q3: 1,060 shares; 2025Q4: 1,052 shares; 2026Q1: 1,074 shares 1,074 $234K 0.01% +22 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,081 shares 2,081 $234K 0.01% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 635 shares 635 $233K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,435 shares 1,435 $233K 0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 593 shares 593 $232K 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,026 shares; 2026Q1: 3,192 shares 3,192 $231K 0.01% -1,834 Timeline CBTO CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,932 shares; 2026Q1: 11,432 shares 11,432 $229K 0.01% -500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 799 shares; 2026Q1: 802 shares 802 $225K 0.01% +3 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,734 shares 1,734 $225K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,627 shares 5,627 $224K 0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,078 shares 3,078 $224K 0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,006 shares; 2025Q3: 9,842 shares; 2025Q4: 9,657 shares; 2026Q1: 9,778 shares 9,778 $222K 0.01% +121 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,060 shares; 2025Q4: 9,060 shares; 2026Q1: 9,060 shares 9,060 $220K 0.01% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,376 shares 2,376 $219K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,391 shares 2,391 $218K 0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,926 shares; 2024Q4: 55,138 shares; 2025Q1: 55,714 shares; 2025Q2: 76,251 shares; 2025Q3: 61,103 shares; 2025Q4: 52,977 shares; 2026Q1: 683 shares 683 $217K 0.01% -52,294 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,736 shares 5,736 $217K 0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 2,194 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,087 shares; 2025Q4: 1,784 shares; 2026Q1: 1,490 shares 1,490 $216K 0.01% -294 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares; 2026Q1: 5,726 shares 5,726 $215K 0.01% -874 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,568 shares; 2025Q2: 3,062 shares; 2025Q3: 3,249 shares; 2025Q4: 3,262 shares; 2026Q1: 3,271 shares 3,271 $213K 0.01% +9 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,765 shares 2,765 $213K 0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 982 shares 982 $213K 0.01% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,889 shares; 2025Q1: 12,876 shares; 2025Q2: 12,898 shares; 2025Q3: 12,899 shares; 2025Q4: 12,802 shares; 2026Q1: 12,652 shares 12,652 $212K 0.01% -150 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,702 shares 1,702 $208K 0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,840 shares; 2024Q4: 3,918 shares; 2025Q1: 1,846 shares; 2025Q2: 2,017 shares; 2025Q3: 2,108 shares; 2025Q4: 2,292 shares; 2026Q1: 2,242 shares 2,242 $207K 0.01% -50 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,013 shares; 2025Q4: 2,013 shares; 2026Q1: 2,013 shares 2,013 $206K 0.01% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,786 shares; 2026Q1: 5,634 shares 5,634 $204K 0.01% -152 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,562 shares 4,562 $204K 0.01% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,706 shares 2,706 $203K 0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,036 shares 1,036 $202K 0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ 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: 9,356 shares; 2025Q4: 8,770 shares; 2026Q1: 8,997 shares 8,997 $202K 0.01% +227 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: not reported; 2026Q1: 11,799 shares 11,799 $159K 0.01% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN 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: 12,000 shares 12,000 $135K <0.01% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $67.8K <0.01% 0 Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,500 shares; 2025Q2: 29,500 shares; 2025Q3: 29,500 shares; 2025Q4: 29,500 shares; 2026Q1: 29,500 shares 29,500 $62.8K <0.01% 0 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX 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: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 10,600 shares; 2026Q1: 11,500 shares 11,500 $59.6K <0.01% +900 Timeline