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: 114,037 shares; 2024Q4: 5,398,621 shares; 2025Q1: 6,515,195 shares; 2025Q2: 4,178,107 shares; 2025Q3: 4,741,800 shares; 2025Q4: 2,669,268 shares; 2026Q1: 5,769,310 shares 5,769,310 $1.2B 9.91% +3,100,042 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: 35,038 shares; 2024Q4: 3,717,032 shares; 2025Q1: 2,469,186 shares; 2025Q2: 1,623,182 shares; 2025Q3: 2,141,021 shares; 2025Q4: 722,332 shares; 2026Q1: 2,773,897 shares 2,773,897 $1.03B 8.47% +2,051,565 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: 455,571 shares; 2024Q4: 1,933,022 shares; 2025Q1: 956,191 shares; 2025Q2: 959,240 shares; 2025Q3: 962,339 shares; 2025Q4: 1,780,940 shares; 2026Q1: 1,557,834 shares 1,557,834 $1.02B 8.4% -223,106 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: 230,750 shares; 2024Q4: 3,205,722 shares; 2025Q1: 9,859,323 shares; 2025Q2: 9,480,906 shares; 2025Q3: 6,701,468 shares; 2025Q4: 8,577,701 shares; 2026Q1: 4,015,308 shares 4,015,308 $700M 5.78% -4,562,393 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: 100,109 shares; 2024Q4: 77,725 shares; 2025Q1: 5,405,254 shares; 2025Q2: 4,258,902 shares; 2025Q3: 1,917,393 shares; 2025Q4: 913,787 shares; 2026Q1: 1,454,100 shares 1,454,100 $541M 4.46% +540,313 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: 929,700 shares; 2024Q4: 2,321,591 shares; 2025Q1: 205,787 shares; 2025Q2: 202,774 shares; 2025Q3: 614,021 shares; 2025Q4: 829,895 shares; 2026Q1: 855,335 shares 855,335 $511M 4.22% +25,440 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: 1,718,205 shares; 2024Q4: 729,824 shares; 2025Q1: 416,322 shares; 2025Q2: 77,866 shares; 2025Q3: 224,202 shares; 2025Q4: 171,680 shares; 2026Q1: 593,324 shares 593,324 $386M 3.18% +421,644 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,544 shares; 2024Q4: 201,560 shares; 2025Q1: 103,571 shares; 2025Q2: 78,786 shares; 2025Q3: not reported; 2025Q4: 3,750,000 shares; 2026Q1: 10,205,000 shares 10,205,000 $280M 2.31% +6,455,000 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,618 shares; 2024Q4: 315,780 shares; 2025Q1: 1,499,734 shares; 2025Q2: 3,817,310 shares; 2025Q3: 974,127 shares; 2025Q4: 1,024,889 shares; 2026Q1: 986,365 shares 986,365 $250M 2.07% -38,524 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: 9,380 shares; 2024Q4: 52,243 shares; 2025Q1: 1,303,767 shares; 2025Q2: 806,535 shares; 2025Q3: 246,105 shares; 2025Q4: 930,913 shares; 2026Q1: 838,609 shares 838,609 $241M 1.99% -92,304 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: 37,219 shares; 2024Q4: 113,520 shares; 2025Q1: 3,402,563 shares; 2025Q2: 2,758,170 shares; 2025Q3: 1,281,781 shares; 2025Q4: 2,760,471 shares; 2026Q1: 684,171 shares 684,171 $197M 1.62% -2,076,300 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: 1,121 shares; 2024Q4: 47,372 shares; 2025Q1: 26,627 shares; 2025Q2: 53,203 shares; 2025Q3: 236,807 shares; 2025Q4: 489,095 shares; 2026Q1: 339,072 shares 339,072 $194M 1.6% -150,023 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: 113,734 shares; 2024Q4: 338,541 shares; 2025Q1: 1,471,623 shares; 2025Q2: 3,151,229 shares; 2025Q3: 2,683,559 shares; 2025Q4: 2,467,636 shares; 2026Q1: 715,929 shares 715,929 $146M 1.2% -1,751,707 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: not reported; 2024Q4: 19,086 shares; 2025Q1: 57,066 shares; 2025Q2: not reported; 2025Q3: 74,833 shares; 2025Q4: 500,718 shares; 2026Q1: 884,183 shares 884,183 $130M 1.07% +383,465 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: 56,634 shares; 2024Q4: 42,046 shares; 2025Q1: 475,412 shares; 2025Q2: 51,570 shares; 2025Q3: 40,819 shares; 2025Q4: 406,195 shares; 2026Q1: 377,895 shares 377,895 $117M 0.97% -28,300 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: 9,030 shares; 2024Q4: 66,825 shares; 2025Q1: not reported; 2025Q2: 14,710 shares; 2025Q3: 7,473 shares; 2025Q4: 1,197,568 shares; 2026Q1: 1,163,460 shares 1,163,460 $71.3M 0.59% -34,108 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER 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: not reported; 2025Q4: not reported; 2026Q1: 849,500 shares 849,500 $59M 0.49% new Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 472,145 shares; 2025Q1: 694,847 shares; 2025Q2: 963,125 shares; 2025Q3: 944,109 shares; 2025Q4: 975,295 shares; 2026Q1: 964,467 shares 964,467 $50M 0.41% -10,828 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,038 shares; 2024Q4: 1,300 shares; 2025Q1: 3,669 shares; 2025Q2: 2,598 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 235,000 shares 235,000 $47.9M 0.4% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,211 shares; 2024Q4: 87,077 shares; 2025Q1: 347,190 shares; 2025Q2: 59,738 shares; 2025Q3: 55,847 shares; 2025Q4: 56,056 shares; 2026Q1: 320,818 shares 320,818 $46.9M 0.39% +264,762 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,951 shares; 2024Q4: 69,950 shares; 2025Q1: not reported; 2025Q2: 24,879 shares; 2025Q3: 100,191 shares; 2025Q4: 5,088,765 shares; 2026Q1: 2,664,593 shares 2,664,593 $45.9M 0.38% -2,424,172 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: 473,885 shares; 2024Q4: 377,444 shares; 2025Q1: 805,189 shares; 2025Q2: 377,444 shares; 2025Q3: 377,444 shares; 2025Q4: 771,163 shares; 2026Q1: 728,967 shares 728,967 $41.4M 0.34% -42,196 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,786 shares; 2024Q4: 4,114 shares; 2025Q1: not reported; 2025Q2: 119,330 shares; 2025Q3: not reported; 2025Q4: 41,324 shares; 2026Q1: 1,046,789 shares 1,046,789 $37.6M 0.31% +1,005,465 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: 3,607 shares; 2024Q4: 29,272 shares; 2025Q1: 16,339 shares; 2025Q2: 1,671 shares; 2025Q3: 8,430 shares; 2025Q4: 4,191 shares; 2026Q1: 151,717 shares 151,717 $36.8M 0.3% +147,526 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 959,409 shares; 2025Q3: 33,721 shares; 2025Q4: not reported; 2026Q1: 543,665 shares 543,665 $36.1M 0.3% new Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91,500 shares; 2025Q1: 278,642 shares; 2025Q2: 198,471 shares; 2025Q3: 400,545 shares; 2025Q4: 358,340 shares; 2026Q1: 263,609 shares 263,609 $35M 0.29% -94,731 Timeline GTLS CHART INDS INC More: the full row for CHART 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: 120,000 shares; 2025Q4: not reported; 2026Q1: 163,000 shares 163,000 $33.7M 0.28% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 2,262 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,502 shares; 2025Q4: 250,650 shares; 2026Q1: 249,968 shares 249,968 $31.8M 0.26% -682 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 651,672 shares; 2025Q4: 783,433 shares; 2026Q1: 719,413 shares 719,413 $26.5M 0.22% -64,020 Timeline KRE 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: 341,394 shares; 2024Q4: 399,539 shares; 2025Q1: 538,192 shares; 2025Q2: 295,869 shares; 2025Q3: 74,699 shares; 2025Q4: 254,401 shares; 2026Q1: 381,043 shares 381,043 $24.8M 0.2% +126,642 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: 22,570 shares; 2024Q4: 257,280 shares; 2025Q1: 21,092 shares; 2025Q2: 87,421 shares; 2025Q3: 332,644 shares; 2025Q4: 177,823 shares; 2026Q1: 310,031 shares 310,031 $22.3M 0.18% +132,208 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,661 shares; 2024Q4: 3,024 shares; 2025Q1: 3,286 shares; 2025Q2: 19,315 shares; 2025Q3: 109,137 shares; 2025Q4: 67,754 shares; 2026Q1: 144,317 shares 144,317 $22.1M 0.18% +76,563 Timeline FLR FLUOR CORP More: the full row for FLUOR 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: 855,770 shares; 2025Q3: 234,689 shares; 2025Q4: 599,359 shares; 2026Q1: 471,937 shares 471,937 $22M 0.18% -127,422 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,107 shares; 2024Q4: 90,705 shares; 2025Q1: 41,333 shares; 2025Q2: 24,944 shares; 2025Q3: 19,614 shares; 2025Q4: 35,045 shares; 2026Q1: 84,715 shares 84,715 $20.6M 0.17% +49,670 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: 450 shares; 2024Q4: 266 shares; 2025Q1: 12,034 shares; 2025Q2: 24,256 shares; 2025Q3: 19,549 shares; 2025Q4: 20,665 shares; 2026Q1: 40,342 shares 40,342 $20.2M 0.17% +19,677 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: not reported; 2025Q1: 16,680 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,560 shares 61,560 $18.7M 0.15% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,625 shares; 2024Q4: 48,753 shares; 2025Q1: 40,144 shares; 2025Q2: 79,371 shares; 2025Q3: 19,108 shares; 2025Q4: 2,572 shares; 2026Q1: 31,488 shares 31,488 $18.2M 0.15% +28,916 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: 100,714 shares; 2024Q4: 279,750 shares; 2025Q1: 178,279 shares; 2025Q2: 27,924 shares; 2025Q3: 3,953 shares; 2025Q4: 7,618 shares; 2026Q1: 53,392 shares 53,392 $18M 0.15% +45,774 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: 6,205 shares; 2024Q4: not reported; 2025Q1: 60,000 shares; 2025Q2: 60,000 shares; 2025Q3: 61,735 shares; 2025Q4: 60,000 shares; 2026Q1: 60,620 shares 60,620 $17.9M 0.15% +620 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,642 shares; 2024Q4: not reported; 2025Q1: 180,386 shares; 2025Q2: 70,668 shares; 2025Q3: 2,955 shares; 2025Q4: 40,319 shares; 2026Q1: 256,054 shares 256,054 $17.7M 0.15% +215,735 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 42,445 shares; 2025Q4: 176,475 shares; 2026Q1: 227,131 shares 227,131 $17.6M 0.15% +50,656 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 5,618 shares; 2025Q1: 15,721 shares; 2025Q2: 5,330 shares; 2025Q3: 7,397 shares; 2025Q4: 8,305 shares; 2026Q1: 60,485 shares 60,485 $16.9M 0.14% +52,180 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: 16,335 shares; 2025Q1: 6,657 shares; 2025Q2: 3,784 shares; 2025Q3: 1,623 shares; 2025Q4: 25,950 shares; 2026Q1: 103,791 shares 103,791 $16.6M 0.14% +77,841 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: 11,000 shares; 2025Q3: 13,757 shares; 2025Q4: not reported; 2026Q1: 700,000 shares 700,000 $16.6M 0.14% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,422 shares; 2024Q4: 4,161 shares; 2025Q1: 108,945 shares; 2025Q2: 16,245 shares; 2025Q3: 14,434 shares; 2025Q4: 199,664 shares; 2026Q1: 47,648 shares 47,648 $16.1M 0.13% -152,016 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 3,338 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,070 shares; 2025Q4: not reported; 2026Q1: 111,151 shares 111,151 $15.9M 0.13% new Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE 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: 3,119 shares; 2026Q1: 135,808 shares 135,808 $15.9M 0.13% +132,689 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: 2,822 shares; 2024Q4: 4,328 shares; 2025Q1: 6,734 shares; 2025Q2: 1,195 shares; 2025Q3: 10,379 shares; 2025Q4: 59,554 shares; 2026Q1: 104,493 shares 104,493 $15.7M 0.13% +44,939 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: 10,225 shares; 2024Q4: 19,451 shares; 2025Q1: 99,009 shares; 2025Q2: 43,701 shares; 2025Q3: 8,444 shares; 2025Q4: 775 shares; 2026Q1: 50,444 shares 50,444 $14.8M 0.12% +49,669 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: 5,276 shares; 2024Q4: 117,940 shares; 2025Q1: 51,636 shares; 2025Q2: 37,064 shares; 2025Q3: 45,176 shares; 2025Q4: 28,077 shares; 2026Q1: 115,081 shares 115,081 $14.8M 0.12% +87,004 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: 4,584 shares; 2024Q4: 1 shares; 2025Q1: 5,340 shares; 2025Q2: 126,517 shares; 2025Q3: 73,979 shares; 2025Q4: not reported; 2026Q1: 149,910 shares 149,910 $14.6M 0.12% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,578 shares; 2024Q4: not reported; 2025Q1: 188,936 shares; 2025Q2: 25,407 shares; 2025Q3: 16,085 shares; 2025Q4: 51,757 shares; 2026Q1: 125,947 shares 125,947 $14.5M 0.12% +74,190 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 102,115 shares; 2025Q1: 310,315 shares; 2025Q2: 159,939 shares; 2025Q3: 772,398 shares; 2025Q4: 690,075 shares; 2026Q1: 196,075 shares 196,075 $14.4M 0.12% -494,000 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: 121,841 shares; 2024Q4: 106,997 shares; 2025Q1: 58,558 shares; 2025Q2: 27,179 shares; 2025Q3: 18,007 shares; 2025Q4: 11,263 shares; 2026Q1: 71,006 shares 71,006 $14.1M 0.12% +59,743 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: 4,497 shares; 2024Q4: 2,902 shares; 2025Q1: 5,551 shares; 2025Q2: 4,682 shares; 2025Q3: 23,335 shares; 2025Q4: 39,451 shares; 2026Q1: 165,075 shares 165,075 $14.1M 0.12% +125,624 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,263 shares; 2024Q4: 25,426 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 389,819 shares 389,819 $13.7M 0.11% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,995 shares; 2024Q4: 90,544 shares; 2025Q1: 19,549 shares; 2025Q2: 8,392 shares; 2025Q3: 6,006 shares; 2025Q4: 47,859 shares; 2026Q1: 101,046 shares 101,046 $13.4M 0.11% +53,187 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: 16,576 shares; 2024Q4: 47,058 shares; 2025Q1: 412 shares; 2025Q2: 19,139 shares; 2025Q3: 53,043 shares; 2025Q4: not reported; 2026Q1: 27,107 shares 27,107 $13M 0.11% 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: 9,865 shares; 2024Q4: 10,137 shares; 2025Q1: 181,039 shares; 2025Q2: 20,646 shares; 2025Q3: 34,155 shares; 2025Q4: 37,686 shares; 2026Q1: 138,291 shares 138,291 $12.8M 0.11% +100,605 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: not reported; 2024Q4: 2,073 shares; 2025Q1: not reported; 2025Q2: 21,106 shares; 2025Q3: 9,748 shares; 2025Q4: not reported; 2026Q1: 41,189 shares 41,189 $12.4M 0.1% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,746 shares; 2024Q4: 478,018 shares; 2025Q1: 256,741 shares; 2025Q2: 174,106 shares; 2025Q3: 177,179 shares; 2025Q4: 25,120 shares; 2026Q1: 242,897 shares 242,897 $11.8M 0.1% +217,777 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,317 shares; 2025Q1: not reported; 2025Q2: 200,000 shares; 2025Q3: 1,515,956 shares; 2025Q4: 1,100,001 shares; 2026Q1: 200,000 shares 200,000 $10.6M 0.09% -900,001 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,544 shares; 2024Q4: 9,961 shares; 2025Q1: 12,587 shares; 2025Q2: 14,772 shares; 2025Q3: 36,219 shares; 2025Q4: 17,648 shares; 2026Q1: 92,743 shares 92,743 $10.3M 0.09% +75,095 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,501 shares; 2024Q4: 26,591 shares; 2025Q1: 8,229 shares; 2025Q2: 10,115 shares; 2025Q3: 13,789 shares; 2025Q4: 19,324 shares; 2026Q1: 125,400 shares 125,400 $10.1M 0.08% +106,076 Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,700 shares; 2025Q3: 21,371 shares; 2025Q4: not reported; 2026Q1: 250,000 shares 250,000 $10.1M 0.08% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,000 shares; 2025Q2: 20,960 shares; 2025Q3: 1,012 shares; 2025Q4: 40,104 shares; 2026Q1: 56,458 shares 56,458 $9.86M 0.08% +16,354 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: 36,999 shares; 2024Q4: 118,769 shares; 2025Q1: 160,609 shares; 2025Q2: 86,576 shares; 2025Q3: 158,989 shares; 2025Q4: 56,781 shares; 2026Q1: 109,993 shares 109,993 $9.85M 0.08% +53,212 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: 881 shares; 2024Q4: 3,518 shares; 2025Q1: 1,744 shares; 2025Q2: 6,982 shares; 2025Q3: 12,654 shares; 2025Q4: 487,638 shares; 2026Q1: 102,385 shares 102,385 $9.84M 0.08% -385,253 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: 27 shares; 2024Q4: not reported; 2025Q1: 3,050 shares; 2025Q2: 325 shares; 2025Q3: 988 shares; 2025Q4: 21,004 shares; 2026Q1: 94,119 shares 94,119 $9.84M 0.08% +73,115 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050,044 shares; 2024Q4: 4,644,277 shares; 2025Q1: 411,806 shares; 2025Q2: 469,938 shares; 2025Q3: 12,381 shares; 2025Q4: 140,880 shares; 2026Q1: 221,755 shares 221,755 $9.79M 0.08% +80,875 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,484 shares; 2025Q1: 66,254 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,643 shares 99,643 $9.77M 0.08% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: 13,974 shares; 2025Q2: 92,098 shares; 2025Q3: 83,698 shares; 2025Q4: not reported; 2026Q1: 51,848 shares 51,848 $9.46M 0.08% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,390 shares; 2024Q4: 40,666 shares; 2025Q1: 45,584 shares; 2025Q2: 187,210 shares; 2025Q3: 81,866 shares; 2025Q4: 15,790 shares; 2026Q1: 116,357 shares 116,357 $9.26M 0.08% +100,567 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: not reported; 2024Q4: 5,259 shares; 2025Q1: 103,501 shares; 2025Q2: 54,998 shares; 2025Q3: 53,487 shares; 2025Q4: not reported; 2026Q1: 55,613 shares 55,613 $9.2M 0.08% new 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: 18,919 shares; 2025Q3: 3,103 shares; 2025Q4: 4,399 shares; 2026Q1: 74,678 shares 74,678 $9.19M 0.08% +70,279 Timeline FPS FORGENT POWER SOLUTIONS INC More: the full row for FORGENT POWER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300,000 shares 300,000 $8.78M 0.07% new Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,146 shares 100,146 $8.49M 0.07% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 24,164 shares; 2025Q1: 18,766 shares; 2025Q2: not reported; 2025Q3: 16,325 shares; 2025Q4: 21,393 shares; 2026Q1: 80,259 shares 80,259 $8.24M 0.07% +58,866 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: 3,895 shares; 2024Q4: 4,421 shares; 2025Q1: not reported; 2025Q2: 7,789 shares; 2025Q3: 24,720 shares; 2025Q4: 5,351 shares; 2026Q1: 18,949 shares 18,949 $8.19M 0.07% +13,598 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,007 shares; 2024Q4: 66,852 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 336,740 shares; 2026Q1: 108,000 shares 108,000 $8.16M 0.07% -228,740 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,253 shares; 2024Q4: 266,221 shares; 2025Q1: 227,782 shares; 2025Q2: 227,782 shares; 2025Q3: 227,782 shares; 2025Q4: 149,500 shares; 2026Q1: 129,134 shares 129,134 $8.01M 0.07% -20,366 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,970 shares; 2024Q4: 12,590 shares; 2025Q1: not reported; 2025Q2: 2,488 shares; 2025Q3: 13,360 shares; 2025Q4: 53,208 shares; 2026Q1: 63,394 shares 63,394 $7.91M 0.07% +10,186 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,219 shares; 2024Q4: 4,722 shares; 2025Q1: 131,226 shares; 2025Q2: 104,410 shares; 2025Q3: 130,490 shares; 2025Q4: 134,672 shares; 2026Q1: 76,197 shares 76,197 $7.55M 0.06% -58,475 Timeline XBI 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: 12,905 shares; 2025Q1: 5,284 shares; 2025Q2: 16,571 shares; 2025Q3: 21,500 shares; 2025Q4: 50,051 shares; 2026Q1: 57,915 shares 57,915 $7.4M 0.06% +7,864 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,350 shares; 2024Q4: 245,639 shares; 2025Q1: 262,242 shares; 2025Q2: 262,242 shares; 2025Q3: 262,242 shares; 2025Q4: 262,242 shares; 2026Q1: 262,242 shares 262,242 $7.06M 0.06% 0 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: 31,604 shares; 2024Q4: 43,660 shares; 2025Q1: 34,687 shares; 2025Q2: 190,865 shares; 2025Q3: 186,582 shares; 2025Q4: 33,928 shares; 2026Q1: 97,305 shares 97,305 $7.05M 0.06% +63,377 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 40,523 shares; 2025Q1: 7,206 shares; 2025Q2: 4,571 shares; 2025Q3: 16,547 shares; 2025Q4: 28,396 shares; 2026Q1: 48,355 shares 48,355 $6.98M 0.06% +19,959 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,120 shares; 2024Q4: 526,672 shares; 2025Q1: 526,672 shares; 2025Q2: 526,672 shares; 2025Q3: 526,672 shares; 2025Q4: 526,672 shares; 2026Q1: 526,672 shares 526,672 $6.64M 0.05% 0 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 467,748 shares; 2025Q1: 477,748 shares; 2025Q2: 477,748 shares; 2025Q3: 477,748 shares; 2025Q4: 477,748 shares; 2026Q1: 488,681 shares 488,681 $6.29M 0.05% +10,933 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: 203 shares; 2024Q4: not reported; 2025Q1: 3,597 shares; 2025Q2: 1,880 shares; 2025Q3: 16,503 shares; 2025Q4: 2,038 shares; 2026Q1: 31,403 shares 31,403 $6.06M 0.05% +29,365 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: not reported; 2024Q4: 39,728 shares; 2025Q1: 36,382 shares; 2025Q2: 29,175 shares; 2025Q3: 20,918 shares; 2025Q4: 20,031 shares; 2026Q1: 18,365 shares 18,365 $6.04M 0.05% -1,666 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: 24,239 shares; 2024Q4: 36,283 shares; 2025Q1: 63,304 shares; 2025Q2: 68,434 shares; 2025Q3: 118,838 shares; 2025Q4: 183,874 shares; 2026Q1: 183,695 shares 183,695 $5.88M 0.05% -179 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 49,497 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,000 shares 96,000 $5.61M 0.05% new 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: 1,857 shares; 2024Q4: 2,759 shares; 2025Q1: 3,719 shares; 2025Q2: 23,259 shares; 2025Q3: 2,692 shares; 2025Q4: 2,706 shares; 2026Q1: 6,443 shares 6,443 $5.45M 0.04% +3,737 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: 7,529 shares; 2024Q4: 7,939 shares; 2025Q1: not reported; 2025Q2: 9,210 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,495 shares 23,495 $5.41M 0.04% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 2,354 shares; 2025Q1: 1,774 shares; 2025Q2: 385 shares; 2025Q3: 7,276 shares; 2025Q4: 2,057 shares; 2026Q1: 12,401 shares 12,401 $5.27M 0.04% +10,344 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: 3,339 shares; 2024Q4: 4,099 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,951 shares; 2025Q4: 2,218 shares; 2026Q1: 15,249 shares 15,249 $5.26M 0.04% +13,031 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES 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: 5,133 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,000 shares 100,000 $5.17M 0.04% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,800 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,000 shares 74,000 $5.13M 0.04% new Timeline DAWN DAY ONE BIOPHARMACEUTICALS I More: the full row for DAY ONE BIOPHARMACEUTICALS 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: 22,642 shares; 2025Q4: not reported; 2026Q1: 236,000 shares 236,000 $5.06M 0.04% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,711 shares; 2024Q4: 174 shares; 2025Q1: 38,541 shares; 2025Q2: 31,160 shares; 2025Q3: 59,616 shares; 2025Q4: 53,531 shares; 2026Q1: 111,551 shares 111,551 $5.05M 0.04% +58,020 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,930 shares; 2025Q4: not reported; 2026Q1: 325,000 shares 325,000 $5.01M 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 855 shares; 2025Q1: not reported; 2025Q2: 2,596 shares; 2025Q3: 18,348 shares; 2025Q4: 16,838 shares; 2026Q1: 34,036 shares 34,036 $4.94M 0.04% +17,198 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: 34,120 shares; 2024Q4: 20,708 shares; 2025Q1: 183,968 shares; 2025Q2: 108,227 shares; 2025Q3: 56,895 shares; 2025Q4: 26,839 shares; 2026Q1: 51,191 shares 51,191 $4.93M 0.04% +24,352 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: 15,806 shares; 2024Q4: 37,360 shares; 2025Q1: 24,604 shares; 2025Q2: 25,193 shares; 2025Q3: 20,938 shares; 2025Q4: 26,901 shares; 2026Q1: 20,314 shares 20,314 $4.93M 0.04% -6,587 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,307 shares; 2025Q4: not reported; 2026Q1: 50,434 shares 50,434 $4.91M 0.04% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,367 shares; 2025Q4: 10,476 shares; 2026Q1: 78,247 shares 78,247 $4.91M 0.04% +67,771 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: not reported; 2024Q4: 723 shares; 2025Q1: 14,537 shares; 2025Q2: 38,470 shares; 2025Q3: 31,127 shares; 2025Q4: 26,916 shares; 2026Q1: 31,589 shares 31,589 $4.76M 0.04% +4,673 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: 11,552 shares; 2024Q4: 47,094 shares; 2025Q1: 13,754 shares; 2025Q2: 55,949 shares; 2025Q3: 23,866 shares; 2025Q4: 617 shares; 2026Q1: 17,459 shares 17,459 $4.72M 0.04% +16,842 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: 10,081 shares; 2024Q4: 25,221 shares; 2025Q1: 12,218 shares; 2025Q2: 12,385 shares; 2025Q3: 22,288 shares; 2025Q4: 1,361 shares; 2026Q1: 5,107 shares 5,107 $4.7M 0.04% +3,746 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: 26,814 shares; 2024Q4: 8,552 shares; 2025Q1: 87,592 shares; 2025Q2: 21,328 shares; 2025Q3: 6,172 shares; 2025Q4: 7,101 shares; 2026Q1: 28,203 shares 28,203 $4.64M 0.04% +21,102 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,350 shares; 2025Q1: 7,298 shares; 2025Q2: not reported; 2025Q3: 94,771 shares; 2025Q4: 199,523 shares; 2026Q1: 201,485 shares 201,485 $4.59M 0.04% +1,962 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: 1,331 shares; 2024Q4: 83 shares; 2025Q1: 6,744 shares; 2025Q2: 1,284 shares; 2025Q3: 4,570 shares; 2025Q4: 4,507 shares; 2026Q1: 19,099 shares 19,099 $4.57M 0.04% +14,592 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,566 shares; 2024Q4: 249,348 shares; 2025Q1: 125,094 shares; 2025Q2: 75,879 shares; 2025Q3: 128,357 shares; 2025Q4: 45,714 shares; 2026Q1: 84,571 shares 84,571 $4.47M 0.04% +38,857 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: 7,263 shares; 2024Q4: 397 shares; 2025Q1: 15,273 shares; 2025Q2: 21,624 shares; 2025Q3: 18,483 shares; 2025Q4: 26,456 shares; 2026Q1: 36,784 shares 36,784 $4.34M 0.04% +10,328 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: 15,981 shares; 2024Q4: 4,044 shares; 2025Q1: 3,684 shares; 2025Q2: not reported; 2025Q3: 8,398 shares; 2025Q4: 4,150 shares; 2026Q1: 10,854 shares 10,854 $4.24M 0.03% +6,704 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: 3,213 shares; 2024Q4: 714 shares; 2025Q1: not reported; 2025Q2: 10,934 shares; 2025Q3: 10,349 shares; 2025Q4: 16,567 shares; 2026Q1: 28,129 shares 28,129 $4.22M 0.03% +11,562 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: 9,526 shares; 2025Q4: 64,285 shares; 2026Q1: 59,860 shares 59,860 $4.08M 0.03% -4,425 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: 1,745 shares; 2024Q4: 45,475 shares; 2025Q1: 25,889 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,803 shares; 2026Q1: 97,212 shares 97,212 $3.99M 0.03% +89,409 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: 99 shares; 2024Q4: 5,418 shares; 2025Q1: 8,222 shares; 2025Q2: 3,420 shares; 2025Q3: 19,315 shares; 2025Q4: 2,003 shares; 2026Q1: 8,529 shares 8,529 $3.93M 0.03% +6,526 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 305,290 shares; 2025Q1: 356,674 shares; 2025Q2: 462,748 shares; 2025Q3: 462,748 shares; 2025Q4: 462,748 shares; 2026Q1: 462,748 shares 462,748 $3.91M 0.03% 0 Timeline FOLD AMICUS THERAPEUTIC More: the full row for AMICUS THERAPEUTIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,934 shares; 2025Q4: 1,850,000 shares; 2026Q1: 265,730 shares 265,730 $3.84M 0.03% -1,584,270 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: 29,682 shares; 2024Q4: 7,502 shares; 2025Q1: 64,339 shares; 2025Q2: 664,205 shares; 2025Q3: 570,723 shares; 2025Q4: 16,654 shares; 2026Q1: 33,724 shares 33,724 $3.82M 0.03% +17,070 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: 5,144 shares; 2024Q4: 459 shares; 2025Q1: not reported; 2025Q2: 34,100 shares; 2025Q3: 15,500 shares; 2025Q4: not reported; 2026Q1: 24,952 shares 24,952 $3.81M 0.03% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,718 shares; 2024Q4: 43,883 shares; 2025Q1: 6,200 shares; 2025Q2: not reported; 2025Q3: 10,935 shares; 2025Q4: 9,253 shares; 2026Q1: 31,873 shares 31,873 $3.78M 0.03% +22,620 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: 211 shares; 2024Q4: 21,900 shares; 2025Q1: 16,441 shares; 2025Q2: 66,341 shares; 2025Q3: 13,047 shares; 2025Q4: 9,534 shares; 2026Q1: 23,350 shares 23,350 $3.73M 0.03% +13,816 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 5,030 shares; 2026Q1: 45,939 shares 45,939 $3.72M 0.03% +40,909 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,524 shares; 2024Q4: 405,409 shares; 2025Q1: not reported; 2025Q2: 145,141 shares; 2025Q3: 85,745 shares; 2025Q4: 112,343 shares; 2026Q1: 318,983 shares 318,983 $3.68M 0.03% +206,640 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 108,000 shares; 2025Q1: not reported; 2025Q2: 31,000 shares; 2025Q3: 35,066 shares; 2025Q4: 6,404 shares; 2026Q1: 25,019 shares 25,019 $3.64M 0.03% +18,615 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,000 shares; 2025Q3: 3,685 shares; 2025Q4: 9,719 shares; 2026Q1: 98,546 shares 98,546 $3.62M 0.03% +88,827 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,002 shares; 2024Q4: 54,262 shares; 2025Q1: 36,614 shares; 2025Q2: 16,162 shares; 2025Q3: 119,439 shares; 2025Q4: 51,875 shares; 2026Q1: 54,715 shares 54,715 $3.44M 0.03% +2,840 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 846 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,357 shares; 2025Q4: 2,307 shares; 2026Q1: 4,629 shares 4,629 $3.37M 0.03% +2,322 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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: 364,169 shares 364,169 $3.27M 0.03% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,923 shares; 2024Q4: 222,115 shares; 2025Q1: 49,262 shares; 2025Q2: not reported; 2025Q3: 54,295 shares; 2025Q4: 39,274 shares; 2026Q1: 56,072 shares 56,072 $3.23M 0.03% +16,798 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: 51,201 shares; 2024Q4: not reported; 2025Q1: 47,501 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,401 shares 16,401 $3.22M 0.03% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 21,686 shares; 2025Q1: 64,837 shares; 2025Q2: 65,695 shares; 2025Q3: 79,035 shares; 2025Q4: 9,470 shares; 2026Q1: 17,149 shares 17,149 $3.2M 0.03% +7,679 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,699 shares; 2024Q4: 113,761 shares; 2025Q1: 113,761 shares; 2025Q2: 113,761 shares; 2025Q3: 113,761 shares; 2025Q4: 113,761 shares; 2026Q1: 113,761 shares 113,761 $3.16M 0.03% 0 Timeline KW KENNEDY-WILSON HOLDINGS INC More: the full row for KENNEDY-WILSON 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: 290,000 shares 290,000 $3.14M 0.03% new Timeline GLO CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 480,973 shares; 2025Q1: 560,671 shares; 2025Q2: 560,671 shares; 2025Q3: 560,671 shares; 2025Q4: 560,671 shares; 2026Q1: 560,671 shares 560,671 $3.12M 0.03% 0 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: 928 shares; 2024Q4: not reported; 2025Q1: 1,424 shares; 2025Q2: not reported; 2025Q3: 1,770 shares; 2025Q4: 5,486 shares; 2026Q1: 3,545 shares 3,545 $3.09M 0.03% -1,941 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,855 shares; 2024Q4: 13,940 shares; 2025Q1: 1,680 shares; 2025Q2: 15,159 shares; 2025Q3: 5,464 shares; 2025Q4: 11,938 shares; 2026Q1: 14,726 shares 14,726 $3.06M 0.03% +2,788 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,919 shares; 2024Q4: 32,500 shares; 2025Q1: 32,500 shares; 2025Q2: 31,591 shares; 2025Q3: 31,591 shares; 2025Q4: 31,591 shares; 2026Q1: 12,961 shares 12,961 $2.98M 0.02% -18,630 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,583 shares; 2024Q4: 489,205 shares; 2025Q1: 70,608 shares; 2025Q2: 45,057 shares; 2025Q3: 253,125 shares; 2025Q4: 208,997 shares; 2026Q1: 103,389 shares 103,389 $2.97M 0.02% -105,608 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: 315 shares; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: 3,151 shares; 2025Q3: 4,123 shares; 2025Q4: 1,251 shares; 2026Q1: 5,203 shares 5,203 $2.93M 0.02% +3,952 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 19,481 shares; 2025Q1: 5,969 shares; 2025Q2: 5,987 shares; 2025Q3: 25,988 shares; 2025Q4: 42,768 shares; 2026Q1: 77,466 shares 77,466 $2.88M 0.02% +34,698 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: 24,847 shares; 2025Q1: 34,432 shares; 2025Q2: 18,438 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,206 shares 7,206 $2.87M 0.02% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,997 shares; 2024Q4: 25,280 shares; 2025Q1: 88,395 shares; 2025Q2: 33,546 shares; 2025Q3: 54,183 shares; 2025Q4: 12,910 shares; 2026Q1: 120,269 shares 120,269 $2.86M 0.02% +107,359 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 464,310 shares; 2025Q1: 489,310 shares; 2025Q2: 489,310 shares; 2025Q3: 489,310 shares; 2025Q4: 489,310 shares; 2026Q1: 489,310 shares 489,310 $2.85M 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,880 shares; 2024Q4: 76,356 shares; 2025Q1: 312,885 shares; 2025Q2: 214,470 shares; 2025Q3: 72,727 shares; 2025Q4: not reported; 2026Q1: 29,793 shares 29,793 $2.8M 0.02% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 46,307 shares; 2025Q1: 19,531 shares; 2025Q2: not reported; 2025Q3: 16,845 shares; 2025Q4: 73,021 shares; 2026Q1: 14,273 shares 14,273 $2.77M 0.02% -58,748 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: 8,489 shares; 2024Q4: 58,547 shares; 2025Q1: 7,953 shares; 2025Q2: 9,813 shares; 2025Q3: 99,443 shares; 2025Q4: 8,165 shares; 2026Q1: 35,569 shares 35,569 $2.71M 0.02% +27,404 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,043 shares; 2025Q3: 58,056 shares; 2025Q4: 62,825 shares; 2026Q1: 51,208 shares 51,208 $2.59M 0.02% -11,617 Timeline SE SEA LTD More: the full row for SEA 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: 11,777 shares; 2025Q3: not reported; 2025Q4: 11,996 shares; 2026Q1: 30,984 shares 30,984 $2.57M 0.02% +18,988 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: 26,916 shares; 2024Q4: 63,298 shares; 2025Q1: 320,508 shares; 2025Q2: 83,316 shares; 2025Q3: 445,469 shares; 2025Q4: 45,000 shares; 2026Q1: 20,345 shares 20,345 $2.53M 0.02% -24,655 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: 697 shares; 2024Q4: 332 shares; 2025Q1: not reported; 2025Q2: 1,614 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,890 shares 8,890 $2.52M 0.02% new Timeline GDX 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: 722,625 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,377 shares; 2025Q4: 4,252 shares; 2026Q1: 26,795 shares 26,795 $2.46M 0.02% +22,543 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447,378 shares; 2024Q4: 849,307 shares; 2025Q1: 590,007 shares; 2025Q2: 590,007 shares; 2025Q3: 590,007 shares; 2025Q4: 370,223 shares; 2026Q1: 370,223 shares 370,223 $2.45M 0.02% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS 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: 17,890 shares; 2025Q3: 24,705 shares; 2025Q4: not reported; 2026Q1: 33,123 shares 33,123 $2.45M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,686 shares; 2025Q4: not reported; 2026Q1: 29,969 shares 29,969 $2.4M 0.02% new Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 287,487 shares; 2025Q1: 379,865 shares; 2025Q2: 379,865 shares; 2025Q3: 379,865 shares; 2025Q4: 379,865 shares; 2026Q1: 379,865 shares 379,865 $2.39M 0.02% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,494 shares; 2025Q2: 9,500 shares; 2025Q3: 2,063 shares; 2025Q4: 1,127 shares; 2026Q1: 3,728 shares 3,728 $2.37M 0.02% +2,601 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,476 shares 13,476 $2.34M 0.02% new Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,997 shares; 2026Q1: 161,005 shares 161,005 $2.32M 0.02% +61,008 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,062 shares; 2026Q1: 56,909 shares 56,909 $2.32M 0.02% +51,847 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,354 shares; 2025Q3: 106,620 shares; 2025Q4: 71,240 shares; 2026Q1: 107,082 shares 107,082 $2.27M 0.02% +35,842 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: 24,230 shares; 2025Q4: 17,787 shares; 2026Q1: 22,771 shares 22,771 $2.24M 0.02% +4,984 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,271 shares; 2024Q4: 15,714 shares; 2025Q1: not reported; 2025Q2: 67,954 shares; 2025Q3: 86,152 shares; 2025Q4: not reported; 2026Q1: 26,586 shares 26,586 $2.23M 0.02% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 97,533 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,066 shares; 2025Q4: 5,625 shares; 2026Q1: 20,388 shares 20,388 $2.21M 0.02% +14,763 Timeline EWZ 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: 374,301 shares; 2025Q1: 374,301 shares; 2025Q2: 19,321 shares; 2025Q3: 10,562 shares; 2025Q4: 9,378 shares; 2026Q1: 56,247 shares 56,247 $2.16M 0.02% +46,869 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: 26,504 shares; 2025Q3: 47,007 shares; 2025Q4: 9,346 shares; 2026Q1: 9,448 shares 9,448 $2.16M 0.02% +102 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: 667 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,400 shares; 2025Q4: 2,143 shares; 2026Q1: 4,441 shares 4,441 $2.15M 0.02% +2,298 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: 167 shares; 2024Q4: 6,368 shares; 2025Q1: 749 shares; 2025Q2: 954 shares; 2025Q3: 7,946 shares; 2025Q4: 5,627 shares; 2026Q1: 6,480 shares 6,480 $2.13M 0.02% +853 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: 2,706 shares; 2024Q4: 2,039 shares; 2025Q1: 14,427 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,902 shares; 2026Q1: 7,825 shares 7,825 $2.12M 0.02% +4,923 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: 9,268 shares; 2024Q4: 1,552 shares; 2025Q1: 10,513 shares; 2025Q2: 4,808 shares; 2025Q3: 4,667 shares; 2025Q4: 4,351 shares; 2026Q1: 9,705 shares 9,705 $2.1M 0.02% +5,354 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,000 shares; 2024Q4: 35,841 shares; 2025Q1: 35,841 shares; 2025Q2: 35,841 shares; 2025Q3: 35,841 shares; 2025Q4: 35,841 shares; 2026Q1: 35,841 shares 35,841 $2.1M 0.02% 0 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,773 shares; 2025Q3: 39,838 shares; 2025Q4: 14,254 shares; 2026Q1: 85,709 shares 85,709 $2.07M 0.02% +71,455 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,439 shares; 2025Q4: not reported; 2026Q1: 8,226 shares 8,226 $2.03M 0.02% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,198 shares; 2025Q2: 89,898 shares; 2025Q3: not reported; 2025Q4: 1,018 shares; 2026Q1: 5,962 shares 5,962 $2.02M 0.02% +4,944 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,501 shares; 2024Q4: 17,525 shares; 2025Q1: 3,838 shares; 2025Q2: 7,827 shares; 2025Q3: 11,613 shares; 2025Q4: 6,872 shares; 2026Q1: 15,304 shares 15,304 $1.99M 0.02% +8,432 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,855 shares; 2025Q4: 5,897 shares; 2026Q1: 10,006 shares 10,006 $1.98M 0.02% +4,109 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: 54,657 shares; 2024Q4: 154,499 shares; 2025Q1: 23,358 shares; 2025Q2: 48,008 shares; 2025Q3: 45,381 shares; 2025Q4: 27,199 shares; 2026Q1: 12,733 shares 12,733 $1.98M 0.02% -14,466 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,911 shares; 2025Q3: 6,702 shares; 2025Q4: not reported; 2026Q1: 14,208 shares 14,208 $1.97M 0.02% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 7,471 shares; 2026Q1: 98,566 shares 98,566 $1.95M 0.02% +91,095 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,615 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,068 shares; 2025Q3: 22,150 shares; 2025Q4: 13,795 shares; 2026Q1: 119,675 shares 119,675 $1.93M 0.02% +105,880 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: 171,832 shares; 2025Q1: 83,289 shares; 2025Q2: 10,238 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,990 shares 8,990 $1.92M 0.02% new Timeline SHOO MADDEN STEVEN LTD More: the full row for MADDEN STEVEN 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: 24,833 shares; 2025Q3: 7,847 shares; 2025Q4: 18,643 shares; 2026Q1: 56,416 shares 56,416 $1.91M 0.02% +37,773 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109,668 shares; 2025Q1: 111,819 shares; 2025Q2: 111,819 shares; 2025Q3: 111,819 shares; 2025Q4: 111,819 shares; 2026Q1: 111,819 shares 111,819 $1.91M 0.02% 0 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: 8,503 shares; 2024Q4: 7,117 shares; 2025Q1: 11,182 shares; 2025Q2: 21,323 shares; 2025Q3: 14,952 shares; 2025Q4: 1,306 shares; 2026Q1: 6,320 shares 6,320 $1.91M 0.02% +5,014 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: 115,279 shares; 2024Q4: 54,965 shares; 2025Q1: 21,536 shares; 2025Q2: 33,971 shares; 2025Q3: 56,770 shares; 2025Q4: 136,661 shares; 2026Q1: 141,236 shares 141,236 $1.91M 0.02% +4,575 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,511 shares; 2025Q4: 11,531 shares; 2026Q1: 13,367 shares 13,367 $1.89M 0.02% +1,836 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: 20,776 shares; 2025Q2: 12,040 shares; 2025Q3: 15,304 shares; 2025Q4: not reported; 2026Q1: 4,880 shares 4,880 $1.87M 0.02% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 3,064 shares; 2025Q1: not reported; 2025Q2: 2,235 shares; 2025Q3: 3,036 shares; 2025Q4: 4,430 shares; 2026Q1: 9,144 shares 9,144 $1.86M 0.02% +4,714 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: 665 shares; 2025Q1: 43,459 shares; 2025Q2: 34,784 shares; 2025Q3: not reported; 2025Q4: 5,401 shares; 2026Q1: 15,020 shares 15,020 $1.84M 0.02% +9,619 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: 13,775 shares; 2025Q1: 8,848 shares; 2025Q2: 5,494 shares; 2025Q3: 12,962 shares; 2025Q4: 15,539 shares; 2026Q1: 18,658 shares 18,658 $1.82M 0.02% +3,119 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,520 shares; 2025Q4: not reported; 2026Q1: 12,400 shares 12,400 $1.78M 0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 509 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 352 shares; 2026Q1: 1,849 shares 1,849 $1.78M 0.01% +1,497 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: 870 shares; 2024Q4: 7,980 shares; 2025Q1: not reported; 2025Q2: 2,359 shares; 2025Q3: 6,023 shares; 2025Q4: 3,239 shares; 2026Q1: 3,895 shares 3,895 $1.74M 0.01% +656 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,027 shares; 2025Q4: 4,051 shares; 2026Q1: 18,268 shares 18,268 $1.73M 0.01% +14,217 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: 3,717 shares; 2024Q4: 3,717 shares; 2025Q1: 3,717 shares; 2025Q2: 3,717 shares; 2025Q3: 3,717 shares; 2025Q4: 3,717 shares; 2026Q1: 3,711 shares 3,711 $1.72M 0.01% -6 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 11,130 shares; 2025Q1: 3,469 shares; 2025Q2: 3,650 shares; 2025Q3: 7,960 shares; 2025Q4: 13,476 shares; 2026Q1: 9,865 shares 9,865 $1.67M 0.01% -3,611 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 25,649 shares 25,649 $1.65M 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: 15,384 shares; 2025Q2: 17,469 shares; 2025Q3: 19,755 shares; 2025Q4: 48,148 shares; 2026Q1: 6,560 shares 6,560 $1.64M 0.01% -41,588 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,706 shares; 2025Q4: 7,907 shares; 2026Q1: 30,351 shares 30,351 $1.6M 0.01% +22,444 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,086 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: not reported; 2025Q4: 58,913 shares; 2026Q1: 84,615 shares 84,615 $1.56M 0.01% +25,702 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,007 shares; 2024Q4: 11,635 shares; 2025Q1: 80,150 shares; 2025Q2: 22,555 shares; 2025Q3: 90,894 shares; 2025Q4: not reported; 2026Q1: 145,361 shares 145,361 $1.56M 0.01% new 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: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,623 shares; 2025Q3: 2,329 shares; 2025Q4: 6,739 shares; 2026Q1: 14,183 shares 14,183 $1.55M 0.01% +7,444 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: 3,219 shares; 2024Q4: 55,675 shares; 2025Q1: 6,065 shares; 2025Q2: 14,969 shares; 2025Q3: 4,196 shares; 2025Q4: not reported; 2026Q1: 17,830 shares 17,830 $1.54M 0.01% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 1,201 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,238 shares; 2025Q4: 18,307 shares; 2026Q1: 16,677 shares 16,677 $1.54M 0.01% -1,630 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: 3,844 shares; 2024Q4: 17,734 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,421 shares 13,421 $1.51M 0.01% new Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE 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: 4,424 shares 4,424 $1.5M 0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: 6,972 shares; 2025Q1: not reported; 2025Q2: 11,104 shares; 2025Q3: 4,617 shares; 2025Q4: 18,602 shares; 2026Q1: 20,976 shares 20,976 $1.48M 0.01% +2,374 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,218 shares 13,218 $1.48M 0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,468 shares; 2025Q1: 47,836 shares; 2025Q2: 127,452 shares; 2025Q3: 40,073 shares; 2025Q4: 18,493 shares; 2026Q1: 15,980 shares 15,980 $1.47M 0.01% -2,513 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,493 shares 20,493 $1.44M 0.01% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,136 shares; 2026Q1: 15,129 shares 15,129 $1.43M 0.01% +5,993 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 814 shares; 2025Q4: not reported; 2026Q1: 2,648 shares 2,648 $1.42M 0.01% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: not reported; 2025Q1: 14,027 shares; 2025Q2: 18,793 shares; 2025Q3: 9,338 shares; 2025Q4: 4,233 shares; 2026Q1: 1,425 shares 1,425 $1.42M 0.01% -2,808 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,411 shares; 2025Q4: not reported; 2026Q1: 19,963 shares 19,963 $1.41M 0.01% new Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION 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: 104,350 shares; 2025Q3: 75,700 shares; 2025Q4: 75,700 shares; 2026Q1: 75,700 shares 75,700 $1.41M 0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING 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: 14,466 shares; 2025Q3: 22,979 shares; 2025Q4: not reported; 2026Q1: 59,214 shares 59,214 $1.4M 0.01% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,454 shares; 2024Q4: 3,734 shares; 2025Q1: 99,844 shares; 2025Q2: 20,815 shares; 2025Q3: 34,249 shares; 2025Q4: 23,406 shares; 2026Q1: 41,844 shares 41,844 $1.39M 0.01% +18,438 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION 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: 58,011 shares; 2026Q1: 75,755 shares 75,755 $1.38M 0.01% +17,744 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,431 shares; 2024Q4: 10,033 shares; 2025Q1: 7,021 shares; 2025Q2: not reported; 2025Q3: 23,694 shares; 2025Q4: 7,931 shares; 2026Q1: 12,481 shares 12,481 $1.37M 0.01% +4,550 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: 9,995 shares; 2024Q4: 27,443 shares; 2025Q1: 6,836 shares; 2025Q2: 7,160 shares; 2025Q3: 11,523 shares; 2025Q4: 19,272 shares; 2026Q1: 11,175 shares 11,175 $1.32M 0.01% -8,097 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 572 shares; 2025Q1: 579 shares; 2025Q2: not reported; 2025Q3: 86 shares; 2025Q4: 78 shares; 2026Q1: 199 shares 199 $1.31M 0.01% +121 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: not reported; 2024Q4: 544 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 182 shares; 2025Q4: 126 shares; 2026Q1: 309 shares 309 $1.3M 0.01% +183 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,205 shares; 2025Q3: 4,219 shares; 2025Q4: 7,904 shares; 2026Q1: 13,561 shares 13,561 $1.3M 0.01% +5,657 Timeline COPX 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: 19,806 shares; 2026Q1: 16,977 shares 16,977 $1.3M 0.01% -2,829 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 211 shares; 2025Q3: 316 shares; 2025Q4: 156 shares; 2026Q1: 746 shares 746 $1.29M 0.01% +590 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,335 shares; 2026Q1: 9,345 shares 9,345 $1.28M 0.01% +3,010 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: 9,021 shares; 2024Q4: 256 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,748 shares 10,748 $1.28M 0.01% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,104 shares; 2025Q4: 26,090 shares; 2026Q1: 58,495 shares 58,495 $1.26M 0.01% +32,405 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,466 shares; 2025Q1: 58,291 shares; 2025Q2: 58,282 shares; 2025Q3: 116,777 shares; 2025Q4: 15,763 shares; 2026Q1: 10,362 shares 10,362 $1.26M 0.01% -5,401 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: 15,131 shares 15,131 $1.25M 0.01% new Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,974 shares; 2024Q4: 22,126 shares; 2025Q1: 52,732 shares; 2025Q2: 16,774 shares; 2025Q3: 5,673 shares; 2025Q4: 3,336 shares; 2026Q1: 5,668 shares 5,668 $1.22M 0.01% +2,332 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,095 shares; 2025Q3: not reported; 2025Q4: 13,682 shares; 2026Q1: 29,921 shares 29,921 $1.21M 0.01% +16,239 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: 18,708 shares; 2025Q3: 21,031 shares; 2025Q4: 20,708 shares; 2026Q1: 31,849 shares 31,849 $1.21M 0.01% +11,141 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: 16,379 shares; 2024Q4: 155,000 shares; 2025Q1: not reported; 2025Q2: 13,798 shares; 2025Q3: 8,991 shares; 2025Q4: not reported; 2026Q1: 4,933 shares 4,933 $1.21M 0.01% new Timeline IDA IDACORP INC More: the full row for IDACORP 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: 10,520 shares; 2026Q1: 8,403 shares 8,403 $1.2M 0.01% -2,117 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,703 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,548 shares 29,548 $1.18M 0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 6,217 shares; 2025Q2: 12,081 shares; 2025Q3: 7,510 shares; 2025Q4: not reported; 2026Q1: 3,877 shares 3,877 $1.18M 0.01% new Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 639 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,800 shares; 2026Q1: 143,996 shares 143,996 $1.18M 0.01% +113,196 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 710 shares; 2025Q1: not reported; 2025Q2: 4,304 shares; 2025Q3: 1,064 shares; 2025Q4: 1,547 shares; 2026Q1: 1,357 shares 1,357 $1.17M 0.01% -190 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS 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: 7,258 shares; 2025Q4: not reported; 2026Q1: 20,738 shares 20,738 $1.17M 0.01% new Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,502 shares 16,502 $1.16M 0.01% new Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,509 shares; 2024Q4: 7,392 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,941 shares; 2025Q4: not reported; 2026Q1: 43,682 shares 43,682 $1.15M 0.01% new Timeline IOSP INNOSPEC INC More: the full row for INNOSPEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,792 shares; 2025Q4: 11,352 shares; 2026Q1: 15,757 shares 15,757 $1.15M 0.01% +4,405 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: 2,213 shares; 2025Q3: 1,722 shares; 2025Q4: not reported; 2026Q1: 3,210 shares 3,210 $1.15M 0.01% new Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,307 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,754 shares; 2025Q4: 31,502 shares; 2026Q1: 45,246 shares 45,246 $1.14M 0.01% +13,744 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,714 shares; 2024Q4: 32,705 shares; 2025Q1: 29,631 shares; 2025Q2: 50,633 shares; 2025Q3: 55,053 shares; 2025Q4: 79,124 shares; 2026Q1: 51,165 shares 51,165 $1.14M 0.01% -27,959 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,693 shares; 2025Q3: not reported; 2025Q4: 8,975 shares; 2026Q1: 18,892 shares 18,892 $1.14M 0.01% +9,917 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,855 shares; 2024Q4: 52,300 shares; 2025Q1: not reported; 2025Q2: 6,881 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,513 shares 25,513 $1.13M 0.01% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,063 shares; 2024Q4: 3,046 shares; 2025Q1: not reported; 2025Q2: 6,585 shares; 2025Q3: 13,092 shares; 2025Q4: not reported; 2026Q1: 8,999 shares 8,999 $1.13M 0.01% new Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 149,590 shares; 2025Q1: 187,555 shares; 2025Q2: 187,555 shares; 2025Q3: 187,555 shares; 2025Q4: 187,555 shares; 2026Q1: 187,555 shares 187,555 $1.13M 0.01% 0 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL 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: 8,944 shares; 2025Q3: 12,987 shares; 2025Q4: 25,895 shares; 2026Q1: 26,974 shares 26,974 $1.13M 0.01% +1,079 Timeline BOKF BOK FINL CORP More: the full row for BOK 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: 5,254 shares; 2025Q3: 5,648 shares; 2025Q4: 12,960 shares; 2026Q1: 8,782 shares 8,782 $1.12M 0.01% -4,178 Timeline ELME ELME COMMUNITIES More: the full row for ELME COMMUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 249,119 shares; 2025Q4: 557,487 shares; 2026Q1: 557,487 shares 557,487 $1.12M 0.01% 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: 70,283 shares; 2024Q4: 39,808 shares; 2025Q1: not reported; 2025Q2: 73,888 shares; 2025Q3: 326,534 shares; 2025Q4: 27,450 shares; 2026Q1: 18,442 shares 18,442 $1.12M 0.01% -9,008 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: 99 shares; 2024Q4: 17,565 shares; 2025Q1: not reported; 2025Q2: 21,733 shares; 2025Q3: 19,724 shares; 2025Q4: 2,595 shares; 2026Q1: 3,555 shares 3,555 $1.1M 0.01% +960 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,297 shares; 2025Q2: 3,799 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,056 shares 6,056 $1.1M 0.01% new Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,338 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,484 shares 27,484 $1.1M 0.01% new Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,390 shares; 2025Q3: not reported; 2025Q4: 5,825 shares; 2026Q1: 29,796 shares 29,796 $1.1M 0.01% +23,971 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: 102 shares; 2024Q4: 18,582 shares; 2025Q1: 10,317 shares; 2025Q2: 18,165 shares; 2025Q3: 9,565 shares; 2025Q4: 1,491 shares; 2026Q1: 2,235 shares 2,235 $1.1M 0.01% +744 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,032 shares; 2026Q1: 31,788 shares 31,788 $1.09M 0.01% +14,756 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 198 shares; 2025Q1: 1,266 shares; 2025Q2: not reported; 2025Q3: 9,542 shares; 2025Q4: 673 shares; 2026Q1: 3,472 shares 3,472 $1.09M 0.01% +2,799 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,858 shares; 2025Q4: 17,605 shares; 2026Q1: 19,142 shares 19,142 $1.09M 0.01% +1,537 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,894 shares; 2024Q4: 10,539 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,287 shares; 2025Q4: not reported; 2026Q1: 47,849 shares 47,849 $1.08M 0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,605 shares; 2024Q4: 1,513 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 814 shares; 2025Q4: not reported; 2026Q1: 1,575 shares 1,575 $1.07M 0.01% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,218 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,710 shares; 2026Q1: 6,494 shares 6,494 $1.07M 0.01% +4,784 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,087 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,936 shares; 2025Q3: 2,725 shares; 2025Q4: 3,536 shares; 2026Q1: 15,669 shares 15,669 $1.07M 0.01% +12,133 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: 4,685 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,162 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,195 shares 23,195 $1.06M 0.01% new Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT 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: 113,463 shares 113,463 $1.05M 0.01% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,959 shares; 2025Q3: 121,248 shares; 2025Q4: 82,780 shares; 2026Q1: 94,937 shares 94,937 $1.05M 0.01% +12,157 Timeline GGZ GABELLI GLOBAL SMALL & MID C More: the full row for GABELLI GLOBAL SMALL & MID C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,157 shares; 2025Q1: 69,157 shares; 2025Q2: 69,157 shares; 2025Q3: 69,157 shares; 2025Q4: 69,157 shares; 2026Q1: 69,157 shares 69,157 $1.04M 0.01% 0 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: 1,536 shares; 2024Q4: 25,391 shares; 2025Q1: 5,057 shares; 2025Q2: 39,392 shares; 2025Q3: 12,243 shares; 2025Q4: 5,233 shares; 2026Q1: 4,761 shares 4,761 $1.04M 0.01% -472 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,706 shares; 2025Q3: 8,835 shares; 2025Q4: 10,385 shares; 2026Q1: 11,912 shares 11,912 $1.03M 0.01% +1,527 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 802 shares; 2025Q1: not reported; 2025Q2: 2,996 shares; 2025Q3: 1,129 shares; 2025Q4: 1,418 shares; 2026Q1: 2,967 shares 2,967 $1.02M 0.01% +1,549 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,543 shares; 2024Q4: 58,585 shares; 2025Q1: 2,355 shares; 2025Q2: 4,134 shares; 2025Q3: 3,175 shares; 2025Q4: 6,676 shares; 2026Q1: 9,986 shares 9,986 $1.02M 0.01% +3,310 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,465 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,000 shares; 2025Q3: 59,150 shares; 2025Q4: not reported; 2026Q1: 155,222 shares 155,222 $1.02M 0.01% new Timeline CXM SPRINKLR INC More: the full row for SPRINKLR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,445 shares; 2025Q3: not reported; 2025Q4: 45,437 shares; 2026Q1: 169,960 shares 169,960 $1.02M 0.01% +124,523 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,422 shares; 2024Q4: 19,073 shares; 2025Q1: 19,073 shares; 2025Q2: 19,073 shares; 2025Q3: 19,073 shares; 2025Q4: 19,073 shares; 2026Q1: 19,073 shares 19,073 $1.01M 0.01% 0 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE 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: 7,976 shares; 2025Q3: not reported; 2025Q4: 24,036 shares; 2026Q1: 59,324 shares 59,324 $1M 0.01% +35,288 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: 60,750 shares; 2024Q4: 28,700 shares; 2025Q1: 8,757 shares; 2025Q2: 30,942 shares; 2025Q3: 39,092 shares; 2025Q4: 14,025 shares; 2026Q1: 7,962 shares 7,962 $999K 0.01% -6,063 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: 1,253 shares; 2024Q4: 1,850 shares; 2025Q1: 4,708 shares; 2025Q2: 4,497 shares; 2025Q3: not reported; 2025Q4: 1,758 shares; 2026Q1: 1,632 shares 1,632 $986K 0.01% -126 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 2,380 shares; 2025Q1: not reported; 2025Q2: 5,185 shares; 2025Q3: 3,857 shares; 2025Q4: 9,687 shares; 2026Q1: 9,779 shares 9,779 $985K 0.01% +92 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY 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: 9,290 shares; 2026Q1: 15,437 shares 15,437 $982K 0.01% +6,147 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,698 shares; 2025Q3: 8,574 shares; 2025Q4: 22,949 shares; 2026Q1: 11,141 shares 11,141 $978K 0.01% -11,808 Timeline RVLV REVOLVE GROUP INC More: the full row for REVOLVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,335 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,832 shares 42,832 $968K 0.01% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,963 shares; 2024Q4: 192,314 shares; 2025Q1: not reported; 2025Q2: 58,265 shares; 2025Q3: 150,480 shares; 2025Q4: 109,299 shares; 2026Q1: 19,291 shares 19,291 $968K 0.01% -90,008 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,823 shares; 2024Q4: 6,500 shares; 2025Q1: 6,602 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,296 shares 19,296 $961K 0.01% new Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS 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: 23,734 shares; 2026Q1: 261,564 shares 261,564 $957K 0.01% +237,830 Timeline SAH SONIC AUTOMOTIVE INC More: the full row for SONIC AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,381 shares; 2026Q1: 13,951 shares 13,951 $957K 0.01% +10,570 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 1,067 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,568 shares; 2025Q4: 2,865 shares; 2026Q1: 4,541 shares 4,541 $953K 0.01% +1,676 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,330 shares; 2025Q1: not reported; 2025Q2: 41,056 shares; 2025Q3: 32,038 shares; 2025Q4: 7,682 shares; 2026Q1: 24,411 shares 24,411 $939K 0.01% +16,729 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: 4,421 shares; 2024Q4: 6,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,694 shares; 2025Q4: 1,961 shares; 2026Q1: 4,374 shares 4,374 $938K 0.01% +2,413 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,240 shares; 2024Q4: 46,426 shares; 2025Q1: 6,794 shares; 2025Q2: not reported; 2025Q3: 41,160 shares; 2025Q4: 30,507 shares; 2026Q1: 35,455 shares 35,455 $934K 0.01% +4,948 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: 2,390 shares; 2024Q4: 6,895 shares; 2025Q1: 3,501 shares; 2025Q2: 3,289 shares; 2025Q3: 70,000 shares; 2025Q4: 102,500 shares; 2026Q1: 3,228 shares 3,228 $926K 0.01% -99,272 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH 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: 14,714 shares; 2025Q3: not reported; 2025Q4: 8,734 shares; 2026Q1: 10,115 shares 10,115 $924K 0.01% +1,381 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS 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: 27,913 shares 27,913 $919K 0.01% new Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK 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: 10,729 shares; 2025Q3: 7,944 shares; 2025Q4: not reported; 2026Q1: 10,369 shares 10,369 $917K 0.01% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,377 shares; 2024Q4: 133,329 shares; 2025Q1: 69,393 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,884 shares; 2026Q1: 36,850 shares 36,850 $917K 0.01% +26,966 Timeline XLRE 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: 15,464 shares; 2025Q1: 13,658 shares; 2025Q2: 10,033 shares; 2025Q3: not reported; 2025Q4: 6,851 shares; 2026Q1: 22,315 shares 22,315 $911K 0.01% +15,464 Timeline ECF ELLSWORTH GROWTH & INCOME FD More: the full row for ELLSWORTH GROWTH & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,512 shares; 2024Q4: 79,774 shares; 2025Q1: 81,490 shares; 2025Q2: 81,490 shares; 2025Q3: 81,490 shares; 2025Q4: 81,490 shares; 2026Q1: 81,490 shares 81,490 $909K 0.01% 0 Timeline CRVL CORVEL CORP More: the full row for CORVEL 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: 12,549 shares; 2026Q1: 16,620 shares 16,620 $908K 0.01% +4,071 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED 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: 2,929 shares; 2025Q3: 7,925 shares; 2025Q4: not reported; 2026Q1: 13,110 shares 13,110 $904K 0.01% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,878 shares; 2024Q4: 21,154 shares; 2025Q1: 112,642 shares; 2025Q2: 178,756 shares; 2025Q3: 109,589 shares; 2025Q4: 17,284 shares; 2026Q1: 51,237 shares 51,237 $900K 0.01% +33,953 Timeline GRX GABELLI HEALTHCARE & WELLNES More: the full row for GABELLI HEALTHCARE & WELLNES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,460 shares; 2024Q4: 99,441 shares; 2025Q1: 99,441 shares; 2025Q2: 99,441 shares; 2025Q3: 99,441 shares; 2025Q4: 99,441 shares; 2026Q1: 99,441 shares 99,441 $900K 0.01% 0 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,000 shares; 2024Q4: 35,000 shares; 2025Q1: 235,000 shares; 2025Q2: 144,100 shares; 2025Q3: 4,435,000 shares; 2025Q4: 250,000 shares; 2026Q1: 60,000 shares 60,000 $898K 0.01% -190,000 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,881 shares; 2024Q4: 4,904 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,514 shares; 2025Q4: not reported; 2026Q1: 6,586 shares 6,586 $892K 0.01% new Timeline XME 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: 34,692 shares; 2024Q4: 77,629 shares; 2025Q1: 196,133 shares; 2025Q2: 21,453 shares; 2025Q3: 2,183 shares; 2025Q4: 12,328 shares; 2026Q1: 8,090 shares 8,090 $874K 0.01% -4,238 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: 12,006 shares; 2024Q4: 19,692 shares; 2025Q1: not reported; 2025Q2: 6,604 shares; 2025Q3: 16,452 shares; 2025Q4: not reported; 2026Q1: 6,254 shares 6,254 $872K 0.01% new Timeline OGS ONE GAS INC More: the full row for ONE GAS 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: 10,075 shares 10,075 $868K 0.01% new Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is 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: 11,301 shares 11,301 $865K 0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,675 shares; 2024Q4: 14,771 shares; 2025Q1: 1,335 shares; 2025Q2: not reported; 2025Q3: 1,165 shares; 2025Q4: 1,307 shares; 2026Q1: 2,179 shares 2,179 $864K 0.01% +872 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: 13,957 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,747 shares 15,747 $863K 0.01% new Timeline HCI HCI GROUP INC More: the full row for HCI 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: 3,614 shares; 2025Q4: not reported; 2026Q1: 5,581 shares 5,581 $863K 0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,777 shares; 2025Q1: 4,733 shares; 2025Q2: 9,715 shares; 2025Q3: 1,406 shares; 2025Q4: 2,275 shares; 2026Q1: 7,248 shares 7,248 $860K 0.01% +4,973 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,691 shares 4,691 $859K 0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,757 shares; 2024Q4: 79,350 shares; 2025Q1: 53,353 shares; 2025Q2: 32,029 shares; 2025Q3: 35,085 shares; 2025Q4: 15,699 shares; 2026Q1: 13,719 shares 13,719 $849K 0.01% -1,980 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: 7,603 shares; 2024Q4: 29,063 shares; 2025Q1: 8,271 shares; 2025Q2: 8,429 shares; 2025Q3: not reported; 2025Q4: 2,811 shares; 2026Q1: 3,400 shares 3,400 $840K 0.01% +589 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR 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: 15,854 shares 15,854 $838K 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: 21,189 shares; 2024Q4: 29,163 shares; 2025Q1: 6,183 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,553 shares 6,553 $828K 0.01% new Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES 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: 48,589 shares; 2026Q1: 21,751 shares 21,751 $827K 0.01% -26,838 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,233 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,286 shares 18,286 $818K 0.01% new Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR 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: 2,833 shares; 2025Q3: 2,337 shares; 2025Q4: not reported; 2026Q1: 6,827 shares 6,827 $818K 0.01% new Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS 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: 12,275 shares; 2025Q4: 13,615 shares; 2026Q1: 29,061 shares 29,061 $814K 0.01% +15,446 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: 55,953 shares 55,953 $813K 0.01% new Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,718 shares; 2024Q4: 2,780 shares; 2025Q1: 19,491 shares; 2025Q2: 11,507 shares; 2025Q3: 8,162 shares; 2025Q4: 11,866 shares; 2026Q1: 15,003 shares 15,003 $808K 0.01% +3,137 Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,078 shares; 2025Q4: 25,557 shares; 2026Q1: 10,131 shares 10,131 $803K 0.01% -15,426 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: 1,836 shares; 2024Q4: 14,896 shares; 2025Q1: 18,322 shares; 2025Q2: 17,315 shares; 2025Q3: 18,314 shares; 2025Q4: 5,801 shares; 2026Q1: 4,201 shares 4,201 $797K 0.01% -1,600 Timeline INDA 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: 40,001 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,001 shares 17,001 $796K 0.01% new Timeline LYFT LYFT INC More: the full row for LYFT 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: 44,570 shares; 2025Q3: 13,281 shares; 2025Q4: 103,020 shares; 2026Q1: 59,738 shares 59,738 $795K 0.01% -43,282 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,371 shares; 2024Q4: 4,677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,334 shares; 2026Q1: 7,440 shares 7,440 $794K 0.01% +4,106 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,769 shares 9,769 $794K 0.01% new Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH 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: 27,719 shares; 2025Q3: 24,845 shares; 2025Q4: 26,183 shares; 2026Q1: 38,296 shares 38,296 $788K 0.01% +12,113 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,140 shares; 2024Q4: 36,615 shares; 2025Q1: 6,787 shares; 2025Q2: 2,155 shares; 2025Q3: 5,812 shares; 2025Q4: not reported; 2026Q1: 4,649 shares 4,649 $786K 0.01% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 100 shares; 2025Q1: 9,134 shares; 2025Q2: 6,556 shares; 2025Q3: 11,574 shares; 2025Q4: 3,006 shares; 2026Q1: 2,401 shares 2,401 $785K 0.01% -605 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,287 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,455 shares; 2026Q1: 9,842 shares 9,842 $779K 0.01% -613 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,491 shares; 2024Q4: 10,620 shares; 2025Q1: not reported; 2025Q2: 5,326 shares; 2025Q3: 2,875 shares; 2025Q4: 3,478 shares; 2026Q1: 6,516 shares 6,516 $779K 0.01% +3,038 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: 27,621 shares; 2024Q4: 133,981 shares; 2025Q1: 114,826 shares; 2025Q2: 107,490 shares; 2025Q3: 105,878 shares; 2025Q4: 31,904 shares; 2026Q1: 6,472 shares 6,472 $779K 0.01% -25,432 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: 3,984 shares; 2024Q4: 3,570 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,863 shares 18,863 $778K 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: 19,591 shares; 2024Q4: 1,825 shares; 2025Q1: not reported; 2025Q2: 67,796 shares; 2025Q3: 48,901 shares; 2025Q4: 43,017 shares; 2026Q1: 41,681 shares 41,681 $778K 0.01% -1,336 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,242 shares; 2025Q4: 29,868 shares; 2026Q1: 12,140 shares 12,140 $769K 0.01% -17,728 Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS 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: 11,460 shares; 2026Q1: 10,820 shares 10,820 $767K 0.01% -640 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS 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: 13,855 shares; 2025Q4: not reported; 2026Q1: 17,420 shares 17,420 $761K 0.01% new Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL 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: 10,590 shares; 2026Q1: 7,001 shares 7,001 $761K 0.01% -3,589 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 9,187 shares; 2025Q1: 1,083 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 809 shares; 2026Q1: 1,821 shares 1,821 $759K 0.01% +1,012 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY 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: 4,891 shares; 2025Q3: 8,812 shares; 2025Q4: not reported; 2026Q1: 13,757 shares 13,757 $756K 0.01% new Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS 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: 9,440 shares; 2026Q1: 35,997 shares 35,997 $747K 0.01% +26,557 Timeline GNTX GENTEX CORP More: the full row for GENTEX 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: 43,270 shares; 2025Q3: 22,259 shares; 2025Q4: 16,541 shares; 2026Q1: 34,085 shares 34,085 $745K 0.01% +17,544 Timeline CNK CINEMARK HLDGS INC More: the full row for CINEMARK 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: 36,649 shares; 2025Q4: 36,443 shares; 2026Q1: 26,086 shares 26,086 $744K 0.01% -10,357 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI 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: 9,925 shares; 2026Q1: 9,665 shares 9,665 $743K 0.01% -260 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,481 shares; 2024Q4: 1,844 shares; 2025Q1: 46,718 shares; 2025Q2: 16,363 shares; 2025Q3: 45,555 shares; 2025Q4: 30,855 shares; 2026Q1: 28,711 shares 28,711 $743K 0.01% -2,144 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: 739 shares; 2024Q4: 48 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,454 shares 32,454 $736K 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,461 shares; 2024Q4: 9,640 shares; 2025Q1: not reported; 2025Q2: 4,320 shares; 2025Q3: 6,712 shares; 2025Q4: 21,906 shares; 2026Q1: 7,633 shares 7,633 $736K 0.01% -14,273 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,116 shares; 2025Q4: 24,822 shares; 2026Q1: 21,970 shares 21,970 $732K 0.01% -2,852 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,053 shares 11,053 $731K 0.01% new Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 6,968 shares; 2026Q1: 6,555 shares 6,555 $730K 0.01% -413 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,243 shares; 2024Q4: 2,741 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114,187 shares; 2025Q4: 43,078 shares; 2026Q1: 15,684 shares 15,684 $720K 0.01% -27,394 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,699 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,355 shares; 2025Q3: 10,965 shares; 2025Q4: not reported; 2026Q1: 14,209 shares 14,209 $716K 0.01% new Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES 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: 59,035 shares; 2025Q3: 26,122 shares; 2025Q4: not reported; 2026Q1: 16,743 shares 16,743 $715K 0.01% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 11,234 shares; 2025Q1: 191,557 shares; 2025Q2: 10,107 shares; 2025Q3: not reported; 2025Q4: 3,709 shares; 2026Q1: 8,213 shares 8,213 $713K 0.01% +4,504 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,353 shares; 2024Q4: not reported; 2025Q1: 79,127 shares; 2025Q2: 4,574 shares; 2025Q3: 9,586 shares; 2025Q4: 71,582 shares; 2026Q1: 4,662 shares 4,662 $705K 0.01% -66,920 Timeline STC STEWART INFORMATION SVCS COR More: the full row for STEWART INFORMATION SVCS COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,535 shares; 2026Q1: 11,353 shares 11,353 $699K 0.01% +7,818 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,723 shares; 2025Q1: 123,369 shares; 2025Q2: 35,837 shares; 2025Q3: 28,594 shares; 2025Q4: not reported; 2026Q1: 6,636 shares 6,636 $698K 0.01% new Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,621 shares; 2025Q3: 918 shares; 2025Q4: 2,265 shares; 2026Q1: 4,096 shares 4,096 $696K 0.01% +1,831 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: 18,800 shares; 2025Q3: 169,255 shares; 2025Q4: not reported; 2026Q1: 14,481 shares 14,481 $695K 0.01% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,262 shares 6,262 $694K 0.01% new Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,275 shares; 2025Q3: 4,551 shares; 2025Q4: 8,445 shares; 2026Q1: 10,607 shares 10,607 $692K 0.01% +2,162 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER 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: 9,728 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,500 shares 10,500 $686K 0.01% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,180 shares; 2024Q4: 6,801 shares; 2025Q1: not reported; 2025Q2: 43,370 shares; 2025Q3: 12,795 shares; 2025Q4: 28,546 shares; 2026Q1: 10,699 shares 10,699 $685K 0.01% -17,847 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,841 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,205 shares; 2026Q1: 20,124 shares 20,124 $685K 0.01% +12,919 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR 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: 2,997 shares; 2026Q1: 3,316 shares 3,316 $681K 0.01% +319 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR 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: 6,986 shares 6,986 $678K 0.01% new Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,069 shares; 2025Q3: 19,545 shares; 2025Q4: not reported; 2026Q1: 17,237 shares 17,237 $676K 0.01% new Timeline TRN TRINITY INDS INC More: the full row for TRINITY 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: 9,011 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,000 shares 21,000 $676K 0.01% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,734 shares; 2026Q1: 10,740 shares 10,740 $672K 0.01% +2,006 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,079 shares; 2025Q3: 39,706 shares; 2025Q4: 65,317 shares; 2026Q1: 65,815 shares 65,815 $670K 0.01% +498 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: 50,770 shares; 2024Q4: 47,656 shares; 2025Q1: 12,119 shares; 2025Q2: 8,170 shares; 2025Q3: 22,391 shares; 2025Q4: 13,686 shares; 2026Q1: 5,250 shares 5,250 $663K 0.01% -8,436 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,483 shares; 2024Q4: 8,431 shares; 2025Q1: not reported; 2025Q2: 28,393 shares; 2025Q3: 9,723 shares; 2025Q4: 12,006 shares; 2026Q1: 9,019 shares 9,019 $660K 0.01% -2,987 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: 248 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,417 shares; 2025Q4: 10,352 shares; 2026Q1: 2,390 shares 2,390 $658K 0.01% -7,962 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,671 shares; 2025Q4: 4,214 shares; 2026Q1: 5,451 shares 5,451 $657K 0.01% +1,237 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 15,024 shares; 2026Q1: 60,407 shares 60,407 $655K 0.01% +45,383 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR 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: 5,992 shares 5,992 $654K 0.01% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,198 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,949 shares 6,949 $648K 0.01% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 428 shares; 2025Q1: 12,877 shares; 2025Q2: 122,577 shares; 2025Q3: 703 shares; 2025Q4: not reported; 2026Q1: 913 shares 913 $647K 0.01% new Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS 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: 7,539 shares 7,539 $638K 0.01% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: not reported; 2025Q1: 736 shares; 2025Q2: not reported; 2025Q3: 685 shares; 2025Q4: 1,149 shares; 2026Q1: 1,073 shares 1,073 $636K 0.01% -76 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,827 shares; 2025Q3: 6,676 shares; 2025Q4: 2,209 shares; 2026Q1: 6,267 shares 6,267 $636K 0.01% +4,058 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,849 shares; 2025Q1: not reported; 2025Q2: 420 shares; 2025Q3: 1,132 shares; 2025Q4: 919 shares; 2026Q1: 1,430 shares 1,430 $635K 0.01% +511 Timeline OPLN OPENLANE INC More: the full row for OPENLANE 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: 18,510 shares; 2025Q4: not reported; 2026Q1: 21,740 shares 21,740 $634K 0.01% new Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO 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: 1,221 shares; 2026Q1: 6,419 shares 6,419 $633K 0.01% +5,198 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,615 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 227,805 shares; 2025Q3: 66,292 shares; 2025Q4: 10,392 shares; 2026Q1: 17,780 shares 17,780 $631K 0.01% +7,388 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,634 shares; 2024Q4: 28,084 shares; 2025Q1: 16,768 shares; 2025Q2: 10,119 shares; 2025Q3: 3,599 shares; 2025Q4: not reported; 2026Q1: 8,610 shares 8,610 $626K 0.01% new Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 928 shares; 2025Q1: not reported; 2025Q2: 3,298 shares; 2025Q3: 2,287 shares; 2025Q4: not reported; 2026Q1: 2,141 shares 2,141 $619K 0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,682 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,380 shares; 2025Q4: 2,608 shares; 2026Q1: 2,923 shares 2,923 $618K 0.01% +315 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: 36,525 shares; 2024Q4: 88,713 shares; 2025Q1: 102,727 shares; 2025Q2: 16,895 shares; 2025Q3: 31,254 shares; 2025Q4: 32,919 shares; 2026Q1: 27,443 shares 27,443 $617K 0.01% -5,476 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,842 shares; 2025Q4: 1,260 shares; 2026Q1: 875 shares 875 $615K 0.01% -385 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,579 shares; 2025Q4: 71,579 shares; 2026Q1: 71,579 shares 71,579 $614K 0.01% 0 Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,683 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,408 shares 10,408 $613K 0.01% new Timeline BCPC BALCHEM CORP More: the full row for BALCHEM 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: 1,789 shares; 2025Q4: 4,756 shares; 2026Q1: 3,599 shares 3,599 $610K 0.01% -1,157 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI 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: 10,151 shares; 2025Q4: 11,583 shares; 2026Q1: 7,875 shares 7,875 $608K 0.01% -3,708 Timeline EMA EMERA INC More: the full row for EMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,696 shares 11,696 $607K 0.01% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,530 shares; 2025Q4: 16,836 shares; 2026Q1: 12,596 shares 12,596 $604K <0.01% -4,240 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,793 shares; 2024Q4: 4,653 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,935 shares; 2026Q1: 6,831 shares 6,831 $604K <0.01% -7,104 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: 7,315 shares; 2025Q3: 11,942 shares; 2025Q4: 4,298 shares; 2026Q1: 3,042 shares 3,042 $603K <0.01% -1,256 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: 3,036 shares; 2024Q4: 1,123 shares; 2025Q1: 10,083 shares; 2025Q2: 13,290 shares; 2025Q3: 16,216 shares; 2025Q4: 100,129 shares; 2026Q1: 1,690 shares 1,690 $602K <0.01% -98,439 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,570 shares; 2025Q4: not reported; 2026Q1: 9,709 shares 9,709 $601K <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: 1,770 shares; 2024Q4: 1,658 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,089 shares; 2025Q4: 782 shares; 2026Q1: 1,383 shares 1,383 $600K <0.01% +601 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: 3,337 shares; 2024Q4: 50,357 shares; 2025Q1: 1,512 shares; 2025Q2: 9,958 shares; 2025Q3: 21,819 shares; 2025Q4: not reported; 2026Q1: 1,702 shares 1,702 $599K <0.01% new Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST 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: 3,072 shares; 2026Q1: 8,210 shares 8,210 $598K <0.01% +5,138 Timeline OIH 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: 2,033 shares; 2024Q4: 5,195 shares; 2025Q1: 6,359 shares; 2025Q2: 12,366 shares; 2025Q3: 4,239 shares; 2025Q4: 8,669 shares; 2026Q1: 1,471 shares 1,471 $595K <0.01% -7,198 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,145 shares; 2024Q4: 41,469 shares; 2025Q1: 74,112 shares; 2025Q2: 83,480 shares; 2025Q3: 48,975 shares; 2025Q4: 15,287 shares; 2026Q1: 30,889 shares 30,889 $593K <0.01% +15,602 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: 13,965 shares; 2024Q4: not reported; 2025Q1: 6,930 shares; 2025Q2: 2,041 shares; 2025Q3: not reported; 2025Q4: 1,702 shares; 2026Q1: 2,099 shares 2,099 $583K <0.01% +397 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 801 shares; 2025Q3: 625 shares; 2025Q4: 1,464 shares; 2026Q1: 786 shares 786 $580K <0.01% -678 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 3,314 shares; 2025Q1: not reported; 2025Q2: 1,421 shares; 2025Q3: not reported; 2025Q4: 2,725 shares; 2026Q1: 2,563 shares 2,563 $575K <0.01% -162 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS 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: 8,006 shares 8,006 $575K <0.01% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,394 shares 7,394 $570K <0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 12,573 shares; 2025Q1: 38,444 shares; 2025Q2: 8,110 shares; 2025Q3: 14,180 shares; 2025Q4: 12,804 shares; 2026Q1: 3,456 shares 3,456 $567K <0.01% -9,348 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is 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: 4,190 shares 4,190 $567K <0.01% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN 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: 4,334 shares; 2025Q3: 5,481 shares; 2025Q4: not reported; 2026Q1: 2,813 shares 2,813 $567K <0.01% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,567 shares; 2024Q4: 6,771 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,191 shares; 2025Q4: 1,596 shares; 2026Q1: 2,310 shares 2,310 $565K <0.01% +714 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: 469 shares; 2024Q4: 275 shares; 2025Q1: 9,282 shares; 2025Q2: 10,609 shares; 2025Q3: 2,868 shares; 2025Q4: 2,986 shares; 2026Q1: 2,715 shares 2,715 $565K <0.01% -271 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS 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: 2,780 shares; 2025Q4: 1,939 shares; 2026Q1: 3,245 shares 3,245 $563K <0.01% +1,306 Timeline GGG GRACO INC More: the full row for GRACO 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: 5,549 shares; 2025Q3: not reported; 2025Q4: 12,360 shares; 2026Q1: 6,618 shares 6,618 $560K <0.01% -5,742 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,686 shares; 2024Q4: 2,627 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,891 shares; 2025Q4: 4,057 shares; 2026Q1: 2,590 shares 2,590 $559K <0.01% -1,467 Timeline NESR NATIONAL ENERGY SERVICES REU More: the full row for NATIONAL ENERGY SERVICES REU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,764 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,881 shares 25,881 $556K <0.01% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS 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: 12,798 shares; 2025Q3: not reported; 2025Q4: 14,603 shares; 2026Q1: 65,552 shares 65,552 $554K <0.01% +50,949 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY 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: 1,750 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,366 shares 3,366 $552K <0.01% new Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE 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: 11,196 shares 11,196 $551K <0.01% new Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,465 shares 18,465 $551K <0.01% new Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,945 shares; 2025Q4: 9,906 shares; 2026Q1: 14,585 shares 14,585 $543K <0.01% +4,679 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,143 shares 11,143 $539K <0.01% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112,392 shares; 2025Q3: 31,478 shares; 2025Q4: 25,036 shares; 2026Q1: 39,890 shares 39,890 $539K <0.01% +14,854 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: 4,727 shares; 2024Q4: 77,104 shares; 2025Q1: 59,161 shares; 2025Q2: 9,017 shares; 2025Q3: 1,481 shares; 2025Q4: 1,181 shares; 2026Q1: 1,576 shares 1,576 $539K <0.01% +395 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER 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: not reported; 2026Q1: 22,900 shares 22,900 $536K <0.01% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,041 shares; 2024Q4: 8,813 shares; 2025Q1: not reported; 2025Q2: 34,784 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,681 shares 9,681 $535K <0.01% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 4,567 shares; 2025Q1: 1,694 shares; 2025Q2: 14,234 shares; 2025Q3: not reported; 2025Q4: 3,371 shares; 2026Q1: 3,676 shares 3,676 $532K <0.01% +305 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM 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: 4,393 shares 4,393 $529K <0.01% new Timeline STRA STRATEGIC ED INC More: the full row for STRATEGIC ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,113 shares; 2026Q1: 6,377 shares 6,377 $529K <0.01% -736 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,215 shares 19,215 $528K <0.01% new Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,003 shares; 2025Q3: 14,183 shares; 2025Q4: not reported; 2026Q1: 6,390 shares 6,390 $525K <0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 62 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,488 shares; 2025Q4: 10,758 shares; 2026Q1: 5,657 shares 5,657 $521K <0.01% -5,101 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,332 shares 6,332 $520K <0.01% new Timeline NNI NELNET INC More: the full row for NELNET 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: 4,028 shares 4,028 $519K <0.01% new Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE 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: 4,655 shares; 2025Q3: 14,324 shares; 2025Q4: 47,830 shares; 2026Q1: 17,028 shares 17,028 $519K <0.01% -30,802 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS 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: 8,273 shares 8,273 $517K <0.01% new Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO 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: 10,882 shares; 2025Q3: 22,992 shares; 2025Q4: not reported; 2026Q1: 26,511 shares 26,511 $516K <0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 688 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 374 shares 374 $516K <0.01% new Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO 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: 1,679 shares; 2026Q1: 1,824 shares 1,824 $513K <0.01% +145 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: 26,528 shares; 2025Q3: 3,352 shares; 2025Q4: 5,425 shares; 2026Q1: 10,789 shares 10,789 $512K <0.01% +5,364 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 635 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,709 shares; 2026Q1: 3,306 shares 3,306 $508K <0.01% +597 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,735 shares 22,735 $506K <0.01% new Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT 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: 12,833 shares; 2026Q1: 4,497 shares 4,497 $503K <0.01% -8,336 Timeline VNET VNET GROUP INC More: the full row for VNET 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: 59,833 shares 59,833 $502K <0.01% new Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,614 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,554 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,255 shares 33,255 $500K <0.01% new Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS 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: 5,734 shares 5,734 $498K <0.01% new Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,134 shares; 2026Q1: 6,729 shares 6,729 $497K <0.01% +3,595 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,275 shares; 2025Q1: not reported; 2025Q2: 1,934 shares; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 1,244 shares 1,244 $497K <0.01% +644 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,563 shares; 2025Q4: not reported; 2026Q1: 6,583 shares 6,583 $497K <0.01% new 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: 19,590 shares; 2026Q1: 54,269 shares 54,269 $495K <0.01% +34,679 Timeline BHC BAUSCH HEALTH COS INC More: the full row for BAUSCH HEALTH COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,968 shares; 2025Q3: 79,691 shares; 2025Q4: 93,469 shares; 2026Q1: 91,216 shares 91,216 $493K <0.01% -2,253 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,918 shares 10,918 $492K <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: 2,057 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,300 shares; 2025Q4: not reported; 2026Q1: 4,975 shares 4,975 $490K <0.01% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,507 shares 16,507 $488K <0.01% new Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH 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: 106,090 shares; 2025Q4: 11,107 shares; 2026Q1: 60,100 shares 60,100 $488K <0.01% +48,993 Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO 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: 14,152 shares; 2026Q1: 112,170 shares 112,170 $481K <0.01% +98,018 Timeline MC MOELIS & CO More: the full row for MOELIS & 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: 3,827 shares; 2026Q1: 8,436 shares 8,436 $481K <0.01% +4,609 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM 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: 11,129 shares 11,129 $481K <0.01% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,781 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 873 shares 873 $479K <0.01% new Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE 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: 56,358 shares; 2026Q1: 32,868 shares 32,868 $479K <0.01% -23,490 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 7,241 shares; 2025Q1: 2,737 shares; 2025Q2: 4,121 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,709 shares 4,709 $478K <0.01% new Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,876 shares; 2026Q1: 11,608 shares 11,608 $477K <0.01% -3,268 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 2,041 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,537 shares; 2025Q4: not reported; 2026Q1: 1,346 shares 1,346 $476K <0.01% new Timeline NN NEXTNAV INC More: the full row for NEXTNAV 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: 29,434 shares; 2025Q4: not reported; 2026Q1: 29,707 shares 29,707 $476K <0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,678 shares; 2024Q4: 154,644 shares; 2025Q1: 132,461 shares; 2025Q2: 168,932 shares; 2025Q3: 143,115 shares; 2025Q4: 97,256 shares; 2026Q1: 12,192 shares 12,192 $475K <0.01% -85,064 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,440 shares; 2025Q4: 51,888 shares; 2026Q1: 10,637 shares 10,637 $475K <0.01% -41,251 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,351 shares; 2024Q4: 4,869 shares; 2025Q1: not reported; 2025Q2: 5,522 shares; 2025Q3: 8,984 shares; 2025Q4: not reported; 2026Q1: 5,424 shares 5,424 $475K <0.01% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,096 shares 5,096 $471K <0.01% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 1,883 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,527 shares; 2026Q1: 3,380 shares 3,380 $470K <0.01% -147 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,776 shares; 2024Q4: 41,073 shares; 2025Q1: 39,010 shares; 2025Q2: 26,300 shares; 2025Q3: 30,105 shares; 2025Q4: 42,855 shares; 2026Q1: 17,750 shares 17,750 $469K <0.01% -25,105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,475 shares; 2025Q3: 157,210 shares; 2025Q4: 126,062 shares; 2026Q1: 16,168 shares 16,168 $469K <0.01% -109,894 Timeline BANR BANNER CORP More: the full row for BANNER 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: 5,005 shares; 2026Q1: 7,706 shares 7,706 $468K <0.01% +2,701 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: 1,450 shares; 2025Q3: 1,239 shares; 2025Q4: 3,666 shares; 2026Q1: 1,866 shares 1,866 $467K <0.01% -1,800 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,409 shares; 2026Q1: 3,413 shares 3,413 $467K <0.01% -1,996 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,248 shares; 2024Q4: 49,224 shares; 2025Q1: 52,445 shares; 2025Q2: 114,232 shares; 2025Q3: 82,092 shares; 2025Q4: 35,710 shares; 2026Q1: 6,473 shares 6,473 $465K <0.01% -29,237 Timeline DOO BRP INC More: the full row for BRP 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: 8,141 shares; 2026Q1: 6,451 shares 6,451 $463K <0.01% -1,690 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,895 shares; 2025Q3: not reported; 2025Q4: 5,771 shares; 2026Q1: 4,654 shares 4,654 $463K <0.01% -1,117 Timeline DDS DILLARDS INC More: the full row for DILLARDS 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: 700 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 808 shares 808 $462K <0.01% new Timeline CTRI CENTURI HOLDINGS INC More: the full row for CENTURI 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: 15,016 shares; 2026Q1: 15,745 shares 15,745 $460K <0.01% +729 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,712 shares; 2024Q4: 927 shares; 2025Q1: 31,428 shares; 2025Q2: 84,051 shares; 2025Q3: 29,528 shares; 2025Q4: 14,816 shares; 2026Q1: 24,583 shares 24,583 $460K <0.01% +9,767 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: 6,088 shares; 2024Q4: 8,868 shares; 2025Q1: 2,752 shares; 2025Q2: not reported; 2025Q3: 508 shares; 2025Q4: 283 shares; 2026Q1: 348 shares 348 $460K <0.01% +65 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: 3,249 shares; 2025Q4: 13,414 shares; 2026Q1: 3,392 shares 3,392 $460K <0.01% -10,022 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,590 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,153 shares; 2026Q1: 9,014 shares 9,014 $457K <0.01% +861 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: 3,008 shares; 2024Q4: 28,264 shares; 2025Q1: not reported; 2025Q2: 62,307 shares; 2025Q3: 22,850 shares; 2025Q4: 27,168 shares; 2026Q1: 2,174 shares 2,174 $457K <0.01% -24,994 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,298 shares 7,298 $457K <0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,324 shares; 2024Q4: 26,385 shares; 2025Q1: 4,942 shares; 2025Q2: 5,656 shares; 2025Q3: not reported; 2025Q4: 2,485 shares; 2026Q1: 2,500 shares 2,500 $455K <0.01% +15 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 4,346 shares; 2025Q1: 3,777 shares; 2025Q2: not reported; 2025Q3: 6,437 shares; 2025Q4: 62,000 shares; 2026Q1: 6,046 shares 6,046 $455K <0.01% -55,954 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,292 shares; 2024Q4: 161,360 shares; 2025Q1: 88,480 shares; 2025Q2: 151,623 shares; 2025Q3: 67,730 shares; 2025Q4: 86,907 shares; 2026Q1: 6,901 shares 6,901 $449K <0.01% -80,006 Timeline BILI BILIBILI INC More: the full row for BILIBILI 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: 19,881 shares 19,881 $449K <0.01% new Timeline