IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,527,628 shares; 2024Q4: 1,605,165 shares; 2025Q1: 1,693,608 shares; 2025Q2: 1,586,642 shares; 2025Q3: 1,465,713 shares; 2025Q4: 1,462,605 shares; 2026Q1: 1,641,733 shares 1,641,733 $585M 10.91% +179,128 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,593,469 shares; 2024Q4: 8,085,605 shares; 2025Q1: 8,932,011 shares; 2025Q2: 8,386,471 shares; 2025Q3: 7,838,358 shares; 2025Q4: 7,792,453 shares; 2026Q1: 8,281,613 shares 8,281,613 $559M 10.42% +489,160 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,496,192 shares; 2024Q4: 1,579,126 shares; 2025Q1: 1,751,639 shares; 2025Q2: 1,651,777 shares; 2025Q3: 1,507,119 shares; 2025Q4: 1,431,749 shares; 2026Q1: 1,603,667 shares 1,603,667 $398M 7.41% +171,918 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,470,558 shares; 2024Q4: 3,651,407 shares; 2025Q1: 3,755,502 shares; 2025Q2: 3,562,314 shares; 2025Q3: 3,752,960 shares; 2025Q4: 3,752,960 shares; 2026Q1: 4,242,597 shares 4,242,597 $393M 7.33% +489,637 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,250,375 shares; 2024Q4: 7,214,353 shares; 2025Q1: 7,609,189 shares; 2025Q2: 6,769,065 shares; 2025Q3: 6,211,582 shares; 2025Q4: 6,211,582 shares; 2026Q1: 7,021,770 shares 7,021,770 $380M 7.07% +810,188 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: 480,808 shares; 2024Q4: 505,317 shares; 2025Q1: 532,813 shares; 2025Q2: 505,055 shares; 2025Q3: 467,964 shares; 2025Q4: 466,818 shares; 2026Q1: 524,119 shares 524,119 $341M 6.35% +57,301 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,023,775 shares; 2024Q4: 2,246,861 shares; 2025Q1: 2,519,585 shares; 2025Q2: 2,380,295 shares; 2025Q3: 2,208,715 shares; 2025Q4: 2,221,679 shares; 2026Q1: 2,458,196 shares 2,458,196 $306M 5.69% +236,517 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: 238,646 shares; 2024Q4: 250,759 shares; 2025Q1: 263,721 shares; 2025Q2: 246,237 shares; 2025Q3: 229,564 shares; 2025Q4: 227,957 shares; 2026Q1: 255,244 shares 255,244 $153M 2.84% +27,287 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: 2,030,303 shares; 2024Q4: 2,227,206 shares; 2025Q1: 2,484,481 shares; 2025Q2: 2,276,392 shares; 2025Q3: 2,276,392 shares; 2025Q4: 2,393,426 shares; 2026Q1: 3,120,382 shares 3,120,382 $146M 2.72% +726,956 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410,501 shares; 2024Q4: 431,425 shares; 2025Q1: 455,103 shares; 2025Q2: 432,707 shares; 2025Q3: 398,909 shares; 2025Q4: 378,439 shares; 2026Q1: 445,130 shares 445,130 $133M 2.48% +66,691 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,976,749 shares; 2024Q4: 3,139,666 shares; 2025Q1: 3,322,214 shares; 2025Q2: 3,156,100 shares; 2025Q3: 2,939,529 shares; 2025Q4: 2,939,529 shares; 2026Q1: 3,324,162 shares 3,324,162 $129M 2.41% +384,633 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 981,947 shares; 2024Q4: 1,166,146 shares; 2025Q1: 1,201,208 shares; 2025Q2: 1,174,363 shares; 2025Q3: 1,174,363 shares; 2025Q4: 1,174,363 shares; 2026Q1: 1,393,147 shares 1,393,147 $124M 2.3% +218,784 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384,454 shares; 2024Q4: 405,078 shares; 2025Q1: 404,194 shares; 2025Q2: 404,194 shares; 2025Q3: 379,615 shares; 2025Q4: 379,615 shares; 2026Q1: 421,239 shares 421,239 $121M 2.25% +41,624 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316,995 shares; 2024Q4: 315,283 shares; 2025Q1: 365,075 shares; 2025Q2: 341,352 shares; 2025Q3: 341,352 shares; 2025Q4: 323,914 shares; 2026Q1: 350,327 shares 350,327 $91.8M 1.71% +26,413 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719,519 shares; 2024Q4: 725,573 shares; 2025Q1: 774,720 shares; 2025Q2: 732,758 shares; 2025Q3: 685,140 shares; 2025Q4: 685,140 shares; 2026Q1: 768,475 shares 768,475 $74.7M 1.39% +83,335 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,445,978 shares; 2024Q4: 1,641,416 shares; 2025Q1: 1,634,145 shares; 2025Q2: 1,509,275 shares; 2025Q3: 1,509,275 shares; 2025Q4: 1,431,920 shares; 2026Q1: 1,571,192 shares 1,571,192 $72.6M 1.35% +139,272 Timeline EWT 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: 1,019,176 shares; 2024Q4: 1,153,924 shares; 2025Q1: 1,216,247 shares; 2025Q2: 1,079,103 shares; 2025Q3: 992,815 shares; 2025Q4: 1,023,668 shares; 2026Q1: 975,210 shares 975,210 $69.2M 1.29% -48,458 Timeline EWJ 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: 820,781 shares; 2024Q4: 863,968 shares; 2025Q1: 865,772 shares; 2025Q2: 803,643 shares; 2025Q3: 803,643 shares; 2025Q4: 759,224 shares; 2026Q1: 799,771 shares 799,771 $67.5M 1.26% +40,547 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,677,481 shares; 2024Q4: 1,768,143 shares; 2025Q1: 1,763,090 shares; 2025Q2: 1,552,803 shares; 2025Q3: 1,357,538 shares; 2025Q4: 1,281,507 shares; 2026Q1: 1,439,415 shares 1,439,415 $65.6M 1.22% +157,908 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,653,738 shares; 2024Q4: 1,869,821 shares; 2025Q1: 1,964,116 shares; 2025Q2: 1,697,608 shares; 2025Q3: 1,697,608 shares; 2025Q4: 1,569,653 shares; 2026Q1: 1,706,676 shares 1,706,676 $57.8M 1.08% +137,023 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,637,357 shares; 2024Q4: 1,751,813 shares; 2025Q1: 1,741,130 shares; 2025Q2: 1,639,165 shares; 2025Q3: 1,534,780 shares; 2025Q4: 1,454,948 shares; 2026Q1: 1,549,030 shares 1,549,030 $55M 1.03% +94,082 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,008 shares; 2024Q4: 230,726 shares; 2025Q1: 243,808 shares; 2025Q2: 228,911 shares; 2025Q3: 228,911 shares; 2025Q4: 212,601 shares; 2026Q1: 249,681 shares 249,681 $47.9M 0.89% +37,080 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,386,900 shares; 2025Q2: 1,731,290 shares; 2025Q3: 1,875,673 shares; 2025Q4: 2,871,398 shares; 2026Q1: 2,918,823 shares 2,918,823 $46M 0.86% +47,425 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,025,382 shares; 2024Q4: 1,025,382 shares; 2025Q1: 1,132,910 shares; 2025Q2: 1,058,220 shares; 2025Q3: 986,101 shares; 2025Q4: 986,101 shares; 2026Q1: 1,172,200 shares 1,172,200 $43.1M 0.8% +186,099 Timeline NEXT NEXTDECADE CORP More: the full row for NEXTDECADE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,627,416 shares; 2024Q4: 3,750,486 shares; 2025Q1: 4,597,423 shares; 2025Q2: 4,704,427 shares; 2025Q3: 4,642,512 shares; 2025Q4: 4,642,512 shares; 2026Q1: 5,216,592 shares 5,216,592 $40M 0.74% +574,080 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,644 shares; 2024Q4: 149,644 shares; 2025Q1: 163,214 shares; 2025Q2: 211,971 shares; 2025Q3: 211,971 shares; 2025Q4: 174,928 shares; 2026Q1: 151,793 shares 151,793 $38.1M 0.71% -23,135 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,834,036 shares; 2024Q4: 1,953,355 shares; 2025Q1: 2,072,055 shares; 2025Q2: 2,156,405 shares; 2025Q3: 2,156,405 shares; 2025Q4: 2,014,200 shares; 2026Q1: 1,939,020 shares 1,939,020 $37.4M 0.7% -75,180 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,449 shares; 2024Q4: 166,812 shares; 2025Q1: 186,817 shares; 2025Q2: 186,397 shares; 2025Q3: 159,715 shares; 2025Q4: 166,728 shares; 2026Q1: 128,158 shares 128,158 $36.4M 0.68% -38,570 Timeline EWL 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: 483,491 shares; 2024Q4: 470,829 shares; 2025Q1: 446,817 shares; 2025Q2: 471,240 shares; 2025Q3: 471,240 shares; 2025Q4: 500,955 shares; 2026Q1: 541,025 shares 541,025 $31.8M 0.59% +40,070 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: 623,630 shares; 2024Q4: 896,780 shares; 2025Q1: 832,621 shares; 2025Q2: 750,671 shares; 2025Q3: 675,879 shares; 2025Q4: 659,985 shares; 2026Q1: 651,868 shares 651,868 $25M 0.47% -8,117 Timeline EWW 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: 357,229 shares; 2024Q4: 414,610 shares; 2025Q1: 412,324 shares; 2025Q2: 338,993 shares; 2025Q3: 314,747 shares; 2025Q4: 297,086 shares; 2026Q1: 323,428 shares 323,428 $24.3M 0.45% +26,342 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384,368 shares; 2024Q4: 441,474 shares; 2025Q1: 489,104 shares; 2025Q2: 433,341 shares; 2025Q3: 464,642 shares; 2025Q4: 440,569 shares; 2026Q1: 587,752 shares 587,752 $24M 0.45% +147,183 Timeline EWA 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: 721,216 shares; 2024Q4: 837,693 shares; 2025Q1: 837,154 shares; 2025Q2: 776,099 shares; 2025Q3: 776,099 shares; 2025Q4: 816,234 shares; 2026Q1: 847,045 shares 847,045 $23.5M 0.44% +30,811 Timeline EWC 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: 456,905 shares; 2024Q4: 504,817 shares; 2025Q1: 503,030 shares; 2025Q2: 447,909 shares; 2025Q3: 417,732 shares; 2025Q4: 394,205 shares; 2026Q1: 410,926 shares 410,926 $22.5M 0.42% +16,721 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425,928 shares; 2024Q4: 425,928 shares; 2025Q1: 711,031 shares; 2025Q2: 901,688 shares; 2025Q3: 901,688 shares; 2025Q4: 901,688 shares; 2026Q1: 901,688 shares 901,688 $18.4M 0.34% 0 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: 303,543 shares; 2024Q4: 325,543 shares; 2025Q1: 378,813 shares; 2025Q2: 370,703 shares; 2025Q3: 346,288 shares; 2025Q4: 268,698 shares; 2026Q1: 283,508 shares 283,508 $17.7M 0.33% +14,810 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,554 shares; 2024Q4: 245,554 shares; 2025Q1: 270,487 shares; 2025Q2: 430,740 shares; 2025Q3: 426,663 shares; 2025Q4: 401,767 shares; 2026Q1: 366,076 shares 366,076 $17.7M 0.33% -35,691 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477,341 shares; 2024Q4: 496,741 shares; 2025Q1: 555,691 shares; 2025Q2: 564,894 shares; 2025Q3: 564,894 shares; 2025Q4: 458,840 shares; 2026Q1: 467,740 shares 467,740 $17.7M 0.33% +8,900 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 779,710 shares; 2024Q4: 749,135 shares; 2025Q1: 779,263 shares; 2025Q2: 792,905 shares; 2025Q3: 667,357 shares; 2025Q4: 556,180 shares; 2026Q1: 526,863 shares 526,863 $17.7M 0.33% -29,317 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,156 shares; 2024Q4: 291,047 shares; 2025Q1: 322,489 shares; 2025Q2: 319,854 shares; 2025Q3: 306,423 shares; 2025Q4: 254,192 shares; 2026Q1: 241,306 shares 241,306 $17.6M 0.33% -12,886 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732,335 shares; 2024Q4: 750,930 shares; 2025Q1: 885,873 shares; 2025Q2: 938,873 shares; 2025Q3: 938,873 shares; 2025Q4: 693,523 shares; 2026Q1: 717,163 shares 717,163 $17.4M 0.32% +23,640 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,706 shares; 2024Q4: 150,432 shares; 2025Q1: 367,433 shares; 2025Q2: 238,227 shares; 2025Q3: 244,717 shares; 2025Q4: 208,333 shares; 2026Q1: 192,447 shares 192,447 $17.4M 0.32% -15,886 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357,406 shares; 2024Q4: 363,406 shares; 2025Q1: 407,266 shares; 2025Q2: 397,238 shares; 2025Q3: 366,049 shares; 2025Q4: 317,006 shares; 2026Q1: 311,096 shares 311,096 $16.8M 0.31% -5,910 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: 349,394 shares; 2024Q4: 377,260 shares; 2025Q1: 445,057 shares; 2025Q2: 445,057 shares; 2025Q3: 445,057 shares; 2025Q4: 399,887 shares; 2026Q1: 370,106 shares 370,106 $16.6M 0.31% -29,781 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,265 shares; 2024Q4: 353,344 shares; 2025Q1: 461,365 shares; 2025Q2: 472,420 shares; 2025Q3: 464,840 shares; 2025Q4: 369,992 shares; 2026Q1: 401,812 shares 401,812 $16.5M 0.31% +31,820 Timeline EWH 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: 633,330 shares; 2024Q4: 744,502 shares; 2025Q1: 735,500 shares; 2025Q2: 646,987 shares; 2025Q3: 675,976 shares; 2025Q4: 638,585 shares; 2026Q1: 714,153 shares 714,153 $16.5M 0.31% +75,568 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,885 shares; 2024Q4: 295,262 shares; 2025Q1: 349,962 shares; 2025Q2: 364,486 shares; 2025Q3: 364,391 shares; 2025Q4: 274,980 shares; 2026Q1: 278,599 shares 278,599 $15.9M 0.3% +3,619 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,158 shares; 2024Q4: 160,158 shares; 2025Q1: 374,591 shares; 2025Q2: 374,591 shares; 2025Q3: 374,591 shares; 2025Q4: 374,591 shares; 2026Q1: 374,591 shares 374,591 $15M 0.28% 0 Timeline EWS 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: 490,435 shares; 2024Q4: 490,435 shares; 2025Q1: 546,384 shares; 2025Q2: 458,054 shares; 2025Q3: 458,054 shares; 2025Q4: 475,622 shares; 2026Q1: 498,619 shares 498,619 $14.1M 0.26% +22,997 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,782 shares; 2024Q4: 130,782 shares; 2025Q1: 144,025 shares; 2025Q2: 169,810 shares; 2025Q3: 167,910 shares; 2025Q4: 110,308 shares; 2026Q1: 99,205 shares 99,205 $13.4M 0.25% -11,103 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,925 shares; 2024Q4: 83,148 shares; 2025Q1: 125,169 shares; 2025Q2: 130,085 shares; 2025Q3: 121,939 shares; 2025Q4: 118,496 shares; 2026Q1: 131,526 shares 131,526 $13.1M 0.24% +13,030 Timeline EWP 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: 275,625 shares; 2024Q4: 326,951 shares; 2025Q1: 268,700 shares; 2025Q2: 236,223 shares; 2025Q3: 216,614 shares; 2025Q4: 204,438 shares; 2026Q1: 213,236 shares 213,236 $11.6M 0.22% +8,798 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,400 shares; 2024Q4: 31,550 shares; 2025Q1: 29,300 shares; 2025Q2: 28,700 shares; 2025Q3: 27,500 shares; 2025Q4: 27,250 shares; 2026Q1: 27,250 shares 27,250 $9.21M 0.17% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,073 shares; 2024Q4: 118,541 shares; 2025Q1: 108,039 shares; 2025Q2: 102,070 shares; 2025Q3: 102,070 shares; 2025Q4: 96,955 shares; 2026Q1: 110,978 shares 110,978 $9.15M 0.17% +14,023 Timeline EZA 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: 126,365 shares; 2024Q4: 125,579 shares; 2025Q1: 145,275 shares; 2025Q2: 127,657 shares; 2025Q3: 111,939 shares; 2025Q4: 106,287 shares; 2026Q1: 121,460 shares 121,460 $8.23M 0.15% +15,173 Timeline EWQ 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: 234,222 shares; 2024Q4: 270,155 shares; 2025Q1: 247,269 shares; 2025Q2: 201,263 shares; 2025Q3: 178,952 shares; 2025Q4: 178,952 shares; 2026Q1: 180,371 shares 180,371 $7.82M 0.15% +1,419 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: 3,480 shares; 2024Q4: 6,329 shares; 2025Q1: 34,598 shares; 2025Q2: 8,724 shares; 2025Q3: 7,244 shares; 2025Q4: 18,843 shares; 2026Q1: 27,165 shares 27,165 $7.81M 0.15% +8,322 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,500 shares; 2025Q1: 57,450 shares; 2025Q2: 54,875 shares; 2025Q3: 52,375 shares; 2025Q4: 51,800 shares; 2026Q1: 51,800 shares 51,800 $7.04M 0.13% 0 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: 66,065 shares; 2024Q4: 64,628 shares; 2025Q1: 61,320 shares; 2025Q2: 57,968 shares; 2025Q3: 55,869 shares; 2025Q4: 54,705 shares; 2026Q1: 53,200 shares 53,200 $6.72M 0.13% -1,505 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,915 shares; 2024Q4: 120,315 shares; 2025Q1: 112,815 shares; 2025Q2: 107,665 shares; 2025Q3: 103,100 shares; 2025Q4: 101,525 shares; 2026Q1: 100,025 shares 100,025 $6.55M 0.12% -1,500 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,742 shares; 2024Q4: 23,742 shares; 2025Q1: 43,092 shares; 2025Q2: 47,592 shares; 2025Q3: 49,892 shares; 2025Q4: 47,642 shares; 2026Q1: 42,817 shares 42,817 $6.54M 0.12% -4,825 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,223 shares; 2024Q4: 81,223 shares; 2025Q1: 81,223 shares; 2025Q2: 81,223 shares; 2025Q3: 81,223 shares; 2025Q4: 81,223 shares; 2026Q1: 81,223 shares 81,223 $6.44M 0.12% 0 Timeline EWM 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: 181,588 shares; 2024Q4: 217,643 shares; 2025Q1: 240,192 shares; 2025Q2: 195,858 shares; 2025Q3: 195,858 shares; 2025Q4: 206,182 shares; 2026Q1: 216,707 shares 216,707 $6.16M 0.11% +10,525 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,165 shares; 2024Q4: 119,165 shares; 2025Q1: 119,165 shares; 2025Q2: 119,165 shares; 2025Q3: 119,165 shares; 2025Q4: 119,165 shares; 2026Q1: 119,165 shares 119,165 $5.9M 0.11% 0 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,231 shares; 2024Q4: 195,231 shares; 2025Q1: 207,931 shares; 2025Q2: 209,931 shares; 2025Q3: 201,361 shares; 2025Q4: 163,561 shares; 2026Q1: 143,531 shares 143,531 $5.58M 0.1% -20,030 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,500 shares; 2024Q4: 73,500 shares; 2025Q1: 68,500 shares; 2025Q2: 66,500 shares; 2025Q3: 63,400 shares; 2025Q4: 56,300 shares; 2026Q1: 56,300 shares 56,300 $5.22M 0.1% 0 Timeline THD 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: 66,403 shares; 2024Q4: 65,172 shares; 2025Q1: 68,899 shares; 2025Q2: 75,645 shares; 2025Q3: 76,746 shares; 2025Q4: 70,522 shares; 2026Q1: 74,927 shares 74,927 $5.2M 0.1% +4,405 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,667 shares; 2024Q4: 16,004 shares; 2025Q1: 15,933 shares; 2025Q2: 17,347 shares; 2025Q3: 17,234 shares; 2025Q4: 19,998 shares; 2026Q1: 21,475 shares 21,475 $4.44M 0.08% +1,477 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,764 shares; 2024Q4: 106,764 shares; 2025Q1: 106,764 shares; 2025Q2: 106,764 shares; 2025Q3: 93,764 shares; 2025Q4: 82,764 shares; 2026Q1: 82,764 shares 82,764 $4.35M 0.08% 0 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: 138 shares; 2024Q4: 726 shares; 2025Q1: 23,027 shares; 2025Q2: 22,078 shares; 2025Q3: 20,675 shares; 2025Q4: 20,425 shares; 2026Q1: 19,625 shares 19,625 $4.15M 0.08% -800 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,930 shares; 2024Q4: 64,805 shares; 2025Q1: 60,480 shares; 2025Q2: 57,805 shares; 2025Q3: 55,550 shares; 2025Q4: 53,125 shares; 2026Q1: 49,900 shares 49,900 $4.12M 0.08% -3,225 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: 210,379 shares; 2025Q1: 224,579 shares; 2025Q2: 224,579 shares; 2025Q3: 203,969 shares; 2025Q4: 161,679 shares; 2026Q1: 121,679 shares 121,679 $4.05M 0.08% -40,000 Timeline TUR 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: 102,205 shares; 2024Q4: 102,205 shares; 2025Q1: 109,247 shares; 2025Q2: 92,566 shares; 2025Q3: 99,658 shares; 2025Q4: 107,637 shares; 2026Q1: 102,007 shares 102,007 $3.94M 0.07% -5,630 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,000 shares; 2025Q4: 59,025 shares; 2026Q1: 56,725 shares 56,725 $3.92M 0.07% -2,300 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: 11,620 shares; 2024Q4: 14,740 shares; 2025Q1: 13,665 shares; 2025Q2: 13,030 shares; 2025Q3: 12,450 shares; 2025Q4: 11,925 shares; 2026Q1: 11,375 shares 11,375 $3.91M 0.07% -550 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,278 shares; 2024Q4: 67,278 shares; 2025Q1: 67,278 shares; 2025Q2: 67,278 shares; 2025Q3: 71,528 shares; 2025Q4: 71,528 shares; 2026Q1: 79,028 shares 79,028 $3.81M 0.07% +7,500 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: 5,325 shares; 2025Q3: 5,850 shares; 2025Q4: 5,425 shares; 2026Q1: 5,025 shares 5,025 $3.71M 0.07% -400 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: 26,364 shares; 2024Q4: 27,528 shares; 2025Q1: 17,355 shares; 2025Q2: 13,496 shares; 2025Q3: 13,091 shares; 2025Q4: 11,894 shares; 2026Q1: 9,789 shares 9,789 $3.62M 0.07% -2,105 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,000 shares; 2024Q4: 178,000 shares; 2025Q1: 181,000 shares; 2025Q2: 181,000 shares; 2025Q3: 185,000 shares; 2025Q4: 192,000 shares; 2026Q1: 192,000 shares 192,000 $3.56M 0.07% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,369 shares; 2024Q4: 23,359 shares; 2025Q1: 23,220 shares; 2025Q2: 25,220 shares; 2025Q3: 25,220 shares; 2025Q4: 26,217 shares; 2026Q1: 26,217 shares 26,217 $3.33M 0.06% 0 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: 8,563 shares; 2024Q4: 9,586 shares; 2025Q1: 9,871 shares; 2025Q2: 9,275 shares; 2025Q3: 16,048 shares; 2025Q4: 6,684 shares; 2026Q1: 5,804 shares 5,804 $3.32M 0.06% -880 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,050 shares; 2025Q3: 8,725 shares; 2025Q4: 7,825 shares; 2026Q1: 8,135 shares 8,135 $3.31M 0.06% +310 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: 7,816 shares; 2024Q4: 6,667 shares; 2025Q1: 6,683 shares; 2025Q2: 10,180 shares; 2025Q3: 10,336 shares; 2025Q4: 10,274 shares; 2026Q1: 5,608 shares 5,608 $3.24M 0.06% -4,666 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,175 shares; 2024Q4: 44,175 shares; 2025Q1: 41,327 shares; 2025Q2: 39,175 shares; 2025Q3: 38,678 shares; 2025Q4: 35,825 shares; 2026Q1: 34,450 shares 34,450 $3.18M 0.06% -1,375 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,845 shares; 2024Q4: 32,045 shares; 2025Q1: 32,045 shares; 2025Q2: 32,045 shares; 2025Q3: 32,045 shares; 2025Q4: 32,045 shares; 2026Q1: 33,775 shares 33,775 $3.17M 0.06% +1,730 Timeline PENNYMAC CORP PENNYMAC CORP More: the full row for PENNYMAC 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: 1,000,000 shares; 2025Q4: 1,000,000 shares; 2026Q1: 3,000,000 shares 3,000,000 $3.14M 0.06% +2,000,000 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: 12,114 shares; 2024Q4: 11,961 shares; 2025Q1: 13,173 shares; 2025Q2: 12,762 shares; 2025Q3: 8,702 shares; 2025Q4: 10,325 shares; 2026Q1: 8,992 shares 8,992 $3.04M 0.06% -1,333 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: 7,827 shares; 2024Q4: 8,331 shares; 2025Q1: 8,645 shares; 2025Q2: 8,807 shares; 2025Q3: 10,162 shares; 2025Q4: 9,255 shares; 2026Q1: 8,762 shares 8,762 $2.99M 0.06% -493 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,500 shares 44,500 $2.95M 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: 1,694 shares; 2025Q2: 15,859 shares; 2025Q3: 21,191 shares; 2025Q4: 20,597 shares; 2026Q1: 20,136 shares 20,136 $2.95M 0.05% -461 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,642 shares; 2024Q4: 58,354 shares; 2025Q1: 60,053 shares; 2025Q2: 57,120 shares; 2025Q3: 57,346 shares; 2025Q4: 53,196 shares; 2026Q1: 37,312 shares 37,312 $2.9M 0.05% -15,884 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,233 shares; 2024Q4: 726 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares; 2025Q4: not reported; 2026Q1: 22,000 shares 22,000 $2.78M 0.05% new 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: 6,455 shares; 2024Q4: 8,068 shares; 2025Q1: 10,457 shares; 2025Q2: 10,085 shares; 2025Q3: 9,828 shares; 2025Q4: 9,554 shares; 2026Q1: 9,467 shares 9,467 $2.72M 0.05% -87 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: 28,920 shares; 2024Q4: 29,325 shares; 2025Q1: 29,325 shares; 2025Q2: 29,325 shares; 2025Q3: 29,325 shares; 2025Q4: 30,550 shares; 2026Q1: 30,550 shares 30,550 $2.65M 0.05% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,925 shares; 2025Q2: 15,225 shares; 2025Q3: 14,575 shares; 2025Q4: 14,025 shares; 2026Q1: 13,425 shares 13,425 $2.63M 0.05% -600 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,561 shares; 2024Q4: 11,454 shares; 2025Q1: 14,039 shares; 2025Q2: 15,442 shares; 2025Q3: 6,083 shares; 2025Q4: 46,069 shares; 2026Q1: 48,500 shares 48,500 $2.43M 0.05% +2,431 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,800 shares; 2026Q1: 2,215 shares 2,215 $2.42M 0.05% +415 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,500 shares; 2026Q1: 32,675 shares 32,675 $2.4M 0.04% +8,175 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: not reported; 2025Q4: not reported; 2026Q1: 19,850 shares 19,850 $2.39M 0.04% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,650 shares 6,650 $2.38M 0.04% new Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,260 shares; 2024Q4: 62,801 shares; 2025Q1: 72,960 shares; 2025Q2: 75,660 shares; 2025Q3: 75,660 shares; 2025Q4: 75,660 shares; 2026Q1: 75,660 shares 75,660 $2.28M 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,475 shares 2,475 $2.28M 0.04% new Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,000 shares 83,000 $2.2M 0.04% new 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: 36,819 shares; 2024Q4: 23,000 shares; 2025Q1: 24,000 shares; 2025Q2: 24,000 shares; 2025Q3: 24,000 shares; 2025Q4: 23,000 shares; 2026Q1: 17,685 shares 17,685 $2.2M 0.04% -5,315 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,250 shares; 2025Q4: 16,725 shares; 2026Q1: 15,825 shares 15,825 $2.16M 0.04% -900 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 363 shares; 2025Q1: 1,907 shares; 2025Q2: 3,953 shares; 2025Q3: 3,934 shares; 2025Q4: 6,505 shares; 2026Q1: 6,577 shares 6,577 $2.12M 0.04% +72 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,500 shares 31,500 $2.11M 0.04% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 240 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,650 shares; 2026Q1: 10,000 shares 10,000 $2.04M 0.04% -650 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: 2,850 shares; 2026Q1: 50,000 shares 50,000 $2.04M 0.04% +47,150 Timeline REDWOOD TRUST INC REDWOOD TRUST INC More: the full row for REDWOOD TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000,000 shares 2,000,000 $2.03M 0.04% new UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,567 shares; 2026Q1: 35,567 shares 35,567 $2.03M 0.04% 0 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: 260 shares; 2024Q4: 623 shares; 2025Q1: 258 shares; 2025Q2: 198 shares; 2025Q3: 158 shares; 2025Q4: 163 shares; 2026Q1: 8,827 shares 8,827 $1.91M 0.04% +8,664 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,600 shares 49,600 $1.86M 0.03% new Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,010 shares; 2024Q4: 89,010 shares; 2025Q1: 89,010 shares; 2025Q2: 89,410 shares; 2025Q3: 89,410 shares; 2025Q4: 89,410 shares; 2026Q1: 89,410 shares 89,410 $1.85M 0.03% 0 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,800 shares 15,800 $1.85M 0.03% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,860 shares; 2024Q4: 13,860 shares; 2025Q1: 13,860 shares; 2025Q2: 13,860 shares; 2025Q3: 13,860 shares; 2025Q4: 7,144 shares; 2026Q1: 7,144 shares 7,144 $1.75M 0.03% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,517 shares; 2024Q4: 54,456 shares; 2025Q1: 59,190 shares; 2025Q2: 59,790 shares; 2025Q3: 59,790 shares; 2025Q4: 59,790 shares; 2026Q1: 67,290 shares 67,290 $1.72M 0.03% +7,500 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 3,510 shares; 2025Q1: 8,730 shares; 2025Q2: 8,860 shares; 2025Q3: 8,273 shares; 2025Q4: 7,985 shares; 2026Q1: 7,487 shares 7,487 $1.69M 0.03% -498 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,678 shares; 2024Q4: 20,900 shares; 2025Q1: 28,000 shares; 2025Q2: 32,813 shares; 2025Q3: 31,000 shares; 2025Q4: 34,032 shares; 2026Q1: 26,151 shares 26,151 $1.54M 0.03% -7,881 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: 20,130 shares; 2024Q4: 22,261 shares; 2025Q1: 24,409 shares; 2025Q2: 10,882 shares; 2025Q3: 9,642 shares; 2025Q4: 7,027 shares; 2026Q1: 6,004 shares 6,004 $1.52M 0.03% -1,023 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 10,064 shares; 2025Q1: 10,064 shares; 2025Q2: 12,339 shares; 2025Q3: 12,339 shares; 2025Q4: 12,339 shares; 2026Q1: 10,100 shares 10,100 $1.52M 0.03% -2,239 Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,000 shares; 2024Q4: 145,340 shares; 2025Q1: 159,840 shares; 2025Q2: 170,090 shares; 2025Q3: 182,090 shares; 2025Q4: 182,090 shares; 2026Q1: 182,090 shares 182,090 $1.5M 0.03% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,600 shares; 2024Q4: 12,850 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,100 shares; 2025Q4: 5,025 shares; 2026Q1: 5,025 shares 5,025 $1.5M 0.03% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,800 shares; 2024Q4: 12,800 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: not reported; 2026Q1: 15,500 shares 15,500 $1.42M 0.03% new 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: 7,547 shares; 2024Q4: 9,944 shares; 2025Q1: 27,960 shares; 2025Q2: 14,537 shares; 2025Q3: 12,908 shares; 2025Q4: 9,756 shares; 2026Q1: 8,139 shares 8,139 $1.42M 0.03% -1,617 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: 10,689 shares; 2024Q4: 10,368 shares; 2025Q1: 9,850 shares; 2025Q2: 9,850 shares; 2025Q3: 7,850 shares; 2025Q4: 5,425 shares; 2026Q1: 5,425 shares 5,425 $1.36M 0.03% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 2,257 shares; 2025Q1: 2,560 shares; 2025Q2: 5,187 shares; 2025Q3: 6,452 shares; 2025Q4: 5,561 shares; 2026Q1: 4,290 shares 4,290 $1.3M 0.02% -1,271 Timeline RIOT PLATFORMS INC RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,100,000 shares; 2026Q1: 1,100,000 shares 1,100,000 $1.27M 0.02% 0 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: 163 shares; 2024Q4: 526 shares; 2025Q1: 167 shares; 2025Q2: 131 shares; 2025Q3: 542 shares; 2025Q4: 5,811 shares; 2026Q1: 9,742 shares 9,742 $1.27M 0.02% +3,931 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,050 shares; 2024Q4: 107,250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,900 shares 40,900 $1.23M 0.02% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,790 shares; 2024Q4: 1,174 shares; 2025Q1: 1,087 shares; 2025Q2: 998 shares; 2025Q3: 986 shares; 2025Q4: 803 shares; 2026Q1: 803 shares 803 $1.18M 0.02% 0 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 49,000 shares; 2026Q1: 49,000 shares 49,000 $1.08M 0.02% 0 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY 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: not reported; 2025Q4: not reported; 2026Q1: 33,782 shares 33,782 $1.05M 0.02% new Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,337 shares; 2024Q4: 70,337 shares; 2025Q1: 70,337 shares; 2025Q2: 70,337 shares; 2025Q3: 70,337 shares; 2025Q4: 70,337 shares; 2026Q1: 70,337 shares 70,337 $1.03M 0.02% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,872 shares; 2025Q3: 2,872 shares; 2025Q4: 2,872 shares; 2026Q1: 2,872 shares 2,872 $1.03M 0.02% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,475 shares; 2024Q4: 29,475 shares; 2025Q1: 32,108 shares; 2025Q2: 32,648 shares; 2025Q3: 32,516 shares; 2025Q4: 37,475 shares; 2026Q1: 37,475 shares 37,475 $1.02M 0.02% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,140 shares; 2025Q1: 11,830 shares; 2025Q2: 4,857 shares; 2025Q3: 7,109 shares; 2025Q4: 9,545 shares; 2026Q1: 8,285 shares 8,285 $1.02M 0.02% -1,260 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: 2,185 shares; 2024Q4: 1,545 shares; 2025Q1: 920 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 720 shares 720 $993K 0.02% -130 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN 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: not reported; 2026Q1: 3,085 shares 3,085 $985K 0.02% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,390 shares; 2025Q2: 4,390 shares; 2025Q3: 40,500 shares; 2025Q4: 45,000 shares; 2026Q1: 12,945 shares 12,945 $931K 0.02% -32,055 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: 1,298 shares; 2024Q4: 1,026 shares; 2025Q1: 3,662 shares; 2025Q2: 3,135 shares; 2025Q3: 3,135 shares; 2025Q4: 3,135 shares; 2026Q1: 3,135 shares 3,135 $926K 0.02% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,778 shares; 2024Q4: 4,348 shares; 2025Q1: 6,124 shares; 2025Q2: 3,725 shares; 2025Q3: 4,432 shares; 2025Q4: 3,293 shares; 2026Q1: 2,810 shares 2,810 $870K 0.02% -483 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,145 shares; 2024Q4: 5,586 shares; 2025Q1: 4,952 shares; 2025Q2: 4,878 shares; 2025Q3: 3,979 shares; 2025Q4: 4,050 shares; 2026Q1: 3,760 shares 3,760 $864K 0.02% -290 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 3,364 shares; 2025Q1: 3,166 shares; 2025Q2: 2,674 shares; 2025Q3: 2,144 shares; 2025Q4: 1,932 shares; 2026Q1: 1,712 shares 1,712 $810K 0.02% -220 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: 2,799 shares; 2024Q4: 3,153 shares; 2025Q1: 3,480 shares; 2025Q2: 3,787 shares; 2025Q3: 4,165 shares; 2025Q4: 2,427 shares; 2026Q1: 2,427 shares 2,427 $798K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,636 shares; 2024Q4: 4,731 shares; 2025Q1: 4,662 shares; 2025Q2: 4,337 shares; 2025Q3: 3,983 shares; 2025Q4: 3,586 shares; 2026Q1: 2,437 shares 2,437 $797K 0.01% -1,149 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: 1,092 shares; 2024Q4: 1,088 shares; 2025Q1: 1,053 shares; 2025Q2: 907 shares; 2025Q3: 434 shares; 2025Q4: 6,730 shares; 2026Q1: 6,700 shares 6,700 $795K 0.01% -30 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 429 shares; 2025Q1: 370 shares; 2025Q2: 328 shares; 2025Q3: 258 shares; 2025Q4: 258 shares; 2026Q1: 233 shares 233 $787K 0.01% -25 Timeline ALPHATEC HLDGS INC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700,000 shares 700,000 $720K 0.01% new SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,327 shares; 2026Q1: 9,327 shares 9,327 $710K 0.01% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,595 shares; 2024Q4: 1,520 shares; 2025Q1: 1,400 shares; 2025Q2: 740 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 2,040 shares 2,040 $697K 0.01% +1,500 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 3,401 shares; 2025Q3: 3,382 shares; 2025Q4: 3,453 shares; 2026Q1: 2,948 shares 2,948 $679K 0.01% -505 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,650 shares 5,650 $675K 0.01% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 1,451 shares; 2025Q1: 1,580 shares; 2025Q2: 2,267 shares; 2025Q3: 3,769 shares; 2025Q4: 3,405 shares; 2026Q1: 3,375 shares 3,375 $651K 0.01% -30 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,128 shares; 2024Q4: 12,128 shares; 2025Q1: 12,128 shares; 2025Q2: 12,128 shares; 2025Q3: 12,128 shares; 2025Q4: 12,128 shares; 2026Q1: 12,128 shares 12,128 $642K 0.01% 0 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: 3,294 shares; 2024Q4: 3,474 shares; 2025Q1: 3,428 shares; 2025Q2: 3,144 shares; 2025Q3: 3,094 shares; 2025Q4: 3,121 shares; 2026Q1: 2,262 shares 2,262 $629K 0.01% -859 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 714 shares; 2026Q1: 714 shares 714 $618K 0.01% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES 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: 40,565 shares; 2026Q1: 40,565 shares 40,565 $599K 0.01% 0 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: 49,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,500 shares 12,500 $583K 0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 1,990 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares; 2026Q1: 1,190 shares 1,190 $571K 0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,160 shares 1,160 $562K 0.01% new Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP 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: 6,526 shares; 2026Q1: 6,526 shares 6,526 $559K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 466 shares; 2025Q2: not reported; 2025Q3: 613 shares; 2025Q4: 613 shares; 2026Q1: 613 shares 613 $549K 0.01% 0 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: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 31 shares; 2025Q3: 28 shares; 2025Q4: 314 shares; 2026Q1: 314 shares 314 $543K 0.01% 0 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 6,875 shares; 2025Q4: 6,575 shares; 2026Q1: 5,355 shares 5,355 $532K 0.01% -1,220 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,653 shares; 2024Q4: 6,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $532K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,173 shares; 2026Q1: 5,173 shares 5,173 $525K 0.01% 0 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,140 shares; 2024Q4: 95,140 shares; 2025Q1: 95,140 shares; 2025Q2: 95,140 shares; 2025Q3: 200,742 shares; 2025Q4: 200,742 shares; 2026Q1: 200,742 shares 200,742 $524K 0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,106 shares; 2024Q4: 24,106 shares; 2025Q1: 24,106 shares; 2025Q2: 24,106 shares; 2025Q3: 24,106 shares; 2025Q4: 24,106 shares; 2026Q1: 54,106 shares 54,106 $513K 0.01% +30,000 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 726 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 869 shares; 2025Q4: 505 shares; 2026Q1: 1,975 shares 1,975 $482K 0.01% +1,470 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,268 shares; 2024Q4: 6,356 shares; 2025Q1: 6,520 shares; 2025Q2: 5,999 shares; 2025Q3: 6,331 shares; 2025Q4: 6,459 shares; 2026Q1: 5,870 shares 5,870 $480K 0.01% -589 Timeline MARA HOLDINGS INC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500,000 shares; 2026Q1: 500,000 shares 500,000 $461K 0.01% 0 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: 7,495 shares; 2024Q4: 6,639 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,275 shares; 2025Q4: 4,275 shares; 2026Q1: 3,850 shares 3,850 $457K 0.01% -425 Timeline NSLR NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,466 shares; 2024Q4: 42,466 shares; 2025Q1: 42,466 shares; 2025Q2: 42,466 shares; 2025Q3: 42,466 shares; 2025Q4: 42,466 shares; 2026Q1: 42,466 shares 42,466 $455K 0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,111 shares; 2024Q4: 9,776 shares; 2025Q1: 11,268 shares; 2025Q2: 11,048 shares; 2025Q3: 9,688 shares; 2025Q4: 9,688 shares; 2026Q1: 9,688 shares 9,688 $454K 0.01% 0 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: 74 shares; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares; 2025Q4: not reported; 2026Q1: 4,080 shares 4,080 $427K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 13,650 shares; 2025Q2: 49,000 shares; 2025Q3: 47,675 shares; 2025Q4: 40,698 shares; 2026Q1: 5,808 shares 5,808 $402K 0.01% -34,890 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD 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: 21,700 shares; 2025Q4: 20,400 shares; 2026Q1: 8,200 shares 8,200 $372K 0.01% -12,200 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: 43,350 shares; 2024Q4: 30,475 shares; 2025Q1: 8,425 shares; 2025Q2: 27,459 shares; 2025Q3: 47,459 shares; 2025Q4: 39,034 shares; 2026Q1: 39,034 shares 39,034 $356K 0.01% 0 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,175 shares; 2025Q2: 5,174 shares; 2025Q3: 5,174 shares; 2025Q4: 5,174 shares; 2026Q1: 4,191 shares 4,191 $338K 0.01% -983 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: 26,960 shares; 2024Q4: 26,010 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares 590 $324K 0.01% 0 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: 1,474 shares; 2024Q4: 2,357 shares; 2025Q1: 2,846 shares; 2025Q2: 1,673 shares; 2025Q3: 2,069 shares; 2025Q4: 1,961 shares; 2026Q1: 631 shares 631 $315K 0.01% -1,330 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,500 shares 19,500 $310K 0.01% new Timeline BMBL BUMBLE INC More: the full row for BUMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,000 shares 94,000 $306K 0.01% new 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: 4,055 shares; 2024Q4: 1,060 shares; 2025Q1: 1,061 shares; 2025Q2: 844 shares; 2025Q3: 670 shares; 2025Q4: 495 shares; 2026Q1: 1,953 shares 1,953 $303K 0.01% +1,458 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,025 shares; 2024Q4: 32,584 shares; 2025Q1: 32,530 shares; 2025Q2: 30,679 shares; 2025Q3: 26,941 shares; 2025Q4: 25,418 shares; 2026Q1: 1,455 shares 1,455 $303K 0.01% -23,963 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: 908 shares; 2024Q4: 1,634 shares; 2025Q1: 1,946 shares; 2025Q2: 2,521 shares; 2025Q3: 2,291 shares; 2025Q4: 1,451 shares; 2026Q1: 1,370 shares 1,370 $288K 0.01% -81 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: 397 shares; 2024Q4: 865 shares; 2025Q1: 1,557 shares; 2025Q2: 1,318 shares; 2025Q3: 1,198 shares; 2025Q4: 1,251 shares; 2026Q1: 1,667 shares 1,667 $267K <0.01% +416 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: 1,595 shares; 2024Q4: 2,225 shares; 2025Q1: 1,165 shares; 2025Q2: 1,778 shares; 2025Q3: 2,480 shares; 2025Q4: 1,561 shares; 2026Q1: 683 shares 683 $254K <0.01% -878 Timeline BLOCK INC 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250,000 shares 250,000 $249K <0.01% new IGIC INTL GNRL INSURANCE HLDNGS L More: the full row for INTL GNRL INSURANCE HLDNGS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,600 shares; 2025Q2: 12,850 shares; 2025Q3: 12,850 shares; 2025Q4: 12,850 shares; 2026Q1: 10,150 shares 10,150 $246K <0.01% -2,700 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,390 shares; 2025Q1: 2,390 shares; 2025Q2: 2,390 shares; 2025Q3: 4,890 shares; 2025Q4: 4,890 shares; 2026Q1: 4,890 shares 4,890 $245K <0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,613 shares; 2025Q1: 1,234 shares; 2025Q2: 2,331 shares; 2025Q3: 2,542 shares; 2025Q4: 1,096 shares; 2026Q1: 1,105 shares 1,105 $225K <0.01% +9 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: 3,256 shares; 2024Q4: 1,610 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares; 2026Q1: 1,470 shares 1,470 $213K <0.01% -1,090 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: 1,393 shares; 2024Q4: 1,687 shares; 2025Q1: 979 shares; 2025Q2: 896 shares; 2025Q3: 743 shares; 2025Q4: 719 shares; 2026Q1: 532 shares 532 $211K <0.01% -187 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: not reported; 2025Q1: 1,580 shares; 2025Q2: 907 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $207K <0.01% 0 Timeline LYFT INC 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: not reported; 2025Q3: 200,000 shares; 2025Q4: 200,000 shares; 2026Q1: 200,000 shares 200,000 $203K <0.01% 0 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: 1,689 shares; 2025Q3: 1,689 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $198K <0.01% 0 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: 576 shares; 2024Q4: 446 shares; 2025Q1: 169 shares; 2025Q2: 3,307 shares; 2025Q3: 3,169 shares; 2025Q4: 2,205 shares; 2026Q1: 2,141 shares 2,141 $198K <0.01% -64 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: 83,902 shares; 2024Q4: 84,495 shares; 2025Q1: 81,288 shares; 2025Q2: 5,440 shares; 2025Q3: 9,124 shares; 2025Q4: 6,063 shares; 2026Q1: 6,656 shares 6,656 $193K <0.01% +593 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL 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: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 10,500 shares 10,500 $189K <0.01% +7,000 Timeline BLACKLINE INC BLACKLINE INC More: the full row for BLACKLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200,000 shares; 2025Q4: 200,000 shares; 2026Q1: 200,000 shares 200,000 $188K <0.01% 0 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: 26,396 shares; 2024Q4: 8,707 shares; 2025Q1: 10,005 shares; 2025Q2: 14,961 shares; 2025Q3: 10,428 shares; 2025Q4: 6,063 shares; 2026Q1: 3,803 shares 3,803 $185K <0.01% -2,260 Timeline NYAX NAYAX LTD More: the full row for NAYAX 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: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 3,290 shares 3,290 $184K <0.01% -4,210 Timeline CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 15,000 shares 15,000 $182K <0.01% +10,100 Timeline NUTANIX INC NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200,000 shares; 2026Q1: 200,000 shares 200,000 $181K <0.01% 0 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: 2,702 shares; 2024Q4: 6,168 shares; 2025Q1: 9,478 shares; 2025Q2: 4,534 shares; 2025Q3: 2,607 shares; 2025Q4: 3,537 shares; 2026Q1: 2,377 shares 2,377 $181K <0.01% -1,160 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: 1,710 shares; 2025Q1: 1,710 shares; 2025Q2: 7,010 shares; 2025Q3: 7,960 shares; 2025Q4: 2,485 shares; 2026Q1: 595 shares 595 $179K <0.01% -1,890 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares; 2026Q1: 6,500 shares 6,500 $172K <0.01% -6,500 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 726 shares; 2025Q1: 1,053 shares; 2025Q2: 453 shares; 2025Q3: 869 shares; 2025Q4: 1,525 shares; 2026Q1: 1,971 shares 1,971 $167K <0.01% +446 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: 5,728 shares; 2024Q4: 5,548 shares; 2025Q1: 5,203 shares; 2025Q2: 4,863 shares; 2025Q3: 221 shares; 2025Q4: 173 shares; 2026Q1: 164 shares 164 $163K <0.01% -9 Timeline NXDT NEXPOINT DIVERSIFIED REL ET More: the full row for NEXPOINT DIVERSIFIED REL ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,120 shares; 2024Q4: 30,628 shares; 2025Q1: 31,109 shares; 2025Q2: 31,939 shares; 2025Q3: 32,794 shares; 2025Q4: 33,630 shares; 2026Q1: 34,477 shares 34,477 $161K <0.01% +847 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: 332 shares; 2024Q4: 332 shares; 2025Q1: 334 shares; 2025Q2: 262 shares; 2025Q3: 209 shares; 2025Q4: 1,574 shares; 2026Q1: 1,554 shares 1,554 $149K <0.01% -20 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: 334 shares; 2024Q4: 1,088 shares; 2025Q1: 1,580 shares; 2025Q2: 453 shares; 2025Q3: 869 shares; 2025Q4: 505 shares; 2026Q1: 475 shares 475 $148K <0.01% -30 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: 200 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 869 shares; 2025Q4: 505 shares; 2026Q1: 475 shares 475 $144K <0.01% -30 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: 15,101 shares; 2024Q4: 17,163 shares; 2025Q1: 16,628 shares; 2025Q2: 15,837 shares; 2025Q3: 15,094 shares; 2025Q4: 14,080 shares; 2026Q1: 475 shares 475 $144K <0.01% -13,605 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: 126 shares; 2024Q4: 1,451 shares; 2025Q1: 2,106 shares; 2025Q2: 1,813 shares; 2025Q3: 2,172 shares; 2025Q4: 1,011 shares; 2026Q1: 475 shares 475 $140K <0.01% -536 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares; 2025Q4: not reported; 2026Q1: 475 shares 475 $139K <0.01% new Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $138K <0.01% 0 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: 270 shares; 2024Q4: 818 shares; 2025Q1: 1,053 shares; 2025Q2: 907 shares; 2025Q3: 434 shares; 2025Q4: 505 shares; 2026Q1: 475 shares 475 $135K <0.01% -30 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 4,875 shares; 2025Q1: 4,075 shares; 2025Q2: 4,987 shares; 2025Q3: 5,214 shares; 2025Q4: 3,032 shares; 2026Q1: 1,426 shares 1,426 $132K <0.01% -1,606 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 920 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 434 shares; 2025Q4: 505 shares; 2026Q1: 475 shares 475 $126K <0.01% -30 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,476 shares; 2025Q4: 2,021 shares; 2026Q1: 951 shares 951 $126K <0.01% -1,070 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 1,957 shares; 2025Q1: 1,580 shares; 2025Q2: 1,360 shares; 2025Q3: 1,303 shares; 2025Q4: 1,011 shares; 2026Q1: 951 shares 951 $125K <0.01% -60 Timeline OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,200 shares; 2024Q4: 33,350 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 6,400 shares; 2025Q4: 5,300 shares; 2026Q1: 8,450 shares 8,450 $120K <0.01% +3,150 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: 241 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 951 shares 951 $115K <0.01% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 726 shares; 2025Q1: 1,053 shares; 2025Q2: 1,360 shares; 2025Q3: 1,303 shares; 2025Q4: 505 shares; 2026Q1: 475 shares 475 $115K <0.01% -30 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 726 shares; 2025Q1: 1,053 shares; 2025Q2: 453 shares; 2025Q3: 434 shares; 2025Q4: 505 shares; 2026Q1: 475 shares 475 $115K <0.01% -30 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: 45,862 shares; 2024Q4: 40,233 shares; 2025Q1: 38,722 shares; 2025Q2: 35,418 shares; 2025Q3: 2,344 shares; 2025Q4: 1,505 shares; 2026Q1: 1,000 shares 1,000 $111K <0.01% -505 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: 31,925 shares; 2024Q4: 10,916 shares; 2025Q1: 12,519 shares; 2025Q2: 17,081 shares; 2025Q3: 19,235 shares; 2025Q4: 13,274 shares; 2026Q1: 9,528 shares 9,528 $110K <0.01% -3,746 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,339 shares; 2024Q4: 8,371 shares; 2025Q1: 7,947 shares; 2025Q2: 7,947 shares; 2025Q3: 7,947 shares; 2025Q4: 2,947 shares; 2026Q1: 2,947 shares 2,947 $108K <0.01% 0 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: 2,919 shares; 2024Q4: 2,177 shares; 2025Q1: 2,106 shares; 2025Q2: 1,813 shares; 2025Q3: 869 shares; 2025Q4: 505 shares; 2026Q1: 951 shares 951 $108K <0.01% +446 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: 2,118 shares; 2025Q1: 3,094 shares; 2025Q2: 2,587 shares; 2025Q3: 1,522 shares; 2025Q4: 963 shares; 2026Q1: 491 shares 491 $105K <0.01% -472 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $105K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 726 shares; 2025Q1: 1,053 shares; 2025Q2: 1,813 shares; 2025Q3: 869 shares; 2025Q4: 505 shares; 2026Q1: 951 shares 951 $104K <0.01% +446 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 515 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 869 shares; 2025Q4: 505 shares; 2026Q1: 475 shares 475 $104K <0.01% -30 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,600 shares 14,600 $99.9K <0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 869 shares; 2025Q4: 505 shares; 2026Q1: 475 shares 475 $98.8K <0.01% -30 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,700 shares 8,700 $96.2K <0.01% new Timeline RWAY RUNWAY GROWTH FINANCE CORP More: the full row for RUNWAY GROWTH FINANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,000 shares 14,000 $96.2K <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $94.8K <0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 581 shares; 2025Q1: 743 shares; 2025Q2: 621 shares; 2025Q3: 573 shares; 2025Q4: 613 shares; 2026Q1: 219 shares 219 $94.7K <0.01% -394 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: 75 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 1,303 shares; 2025Q4: 1,011 shares; 2026Q1: 475 shares 475 $94.2K <0.01% -536 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 1,360 shares; 2025Q3: 869 shares; 2025Q4: 505 shares; 2026Q1: 475 shares 475 $93.9K <0.01% -30 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN 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: 12,000 shares 12,000 $93.1K <0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,172 shares; 2025Q4: not reported; 2026Q1: 1,426 shares 1,426 $92.7K <0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 1,088 shares; 2025Q1: 1,053 shares; 2025Q2: 1,813 shares; 2025Q3: 1,738 shares; 2025Q4: 1,011 shares; 2026Q1: 951 shares 951 $92.4K <0.01% -60 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: 1,489 shares; 2025Q2: 3,420 shares; 2025Q3: 2,745 shares; 2025Q4: 2,372 shares; 2026Q1: 1,970 shares 1,970 $91.4K <0.01% -402 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: 1,685 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares; 2025Q4: 1,085 shares; 2026Q1: 580 shares 580 $91.2K <0.01% -505 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 578 shares; 2025Q1: 366 shares; 2025Q2: 290 shares; 2025Q3: 235 shares; 2025Q4: 182 shares; 2026Q1: 181 shares 181 $89.7K <0.01% -1 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: 2,904 shares; 2024Q4: 1,814 shares; 2025Q1: 1,580 shares; 2025Q2: 1,360 shares; 2025Q3: 869 shares; 2025Q4: 505 shares; 2026Q1: 951 shares 951 $89.4K <0.01% +446 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 869 shares; 2025Q4: 505 shares; 2026Q1: 475 shares 475 $88.6K <0.01% -30 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 1,858 shares; 2025Q1: 1,463 shares; 2025Q2: 1,238 shares; 2025Q3: 1,136 shares; 2025Q4: 1,267 shares; 2026Q1: 672 shares 672 $88.1K <0.01% -595 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 2,247 shares; 2025Q1: 2,024 shares; 2025Q2: 2,169 shares; 2025Q3: 1,590 shares; 2025Q4: 1,212 shares; 2026Q1: 1,107 shares 1,107 $87.9K <0.01% -105 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: 240 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 475 shares 475 $86.7K <0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 1,033 shares; 2025Q1: 304 shares; 2025Q2: 241 shares; 2025Q3: 197 shares; 2025Q4: 224 shares; 2026Q1: 1,375 shares 1,375 $86.3K <0.01% +1,151 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 869 shares; 2025Q4: 505 shares; 2026Q1: 475 shares 475 $85.6K <0.01% -30 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 4,404 shares; 2025Q1: 2,880 shares; 2025Q2: 2,433 shares; 2025Q3: 2,675 shares; 2025Q4: 2,356 shares; 2026Q1: 1,683 shares 1,683 $82.5K <0.01% -673 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 2,540 shares; 2025Q1: 5,792 shares; 2025Q2: 6,800 shares; 2025Q3: 6,083 shares; 2025Q4: 3,032 shares; 2026Q1: 475 shares 475 $80.6K <0.01% -2,557 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $79.5K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $78.7K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 869 shares; 2025Q4: 505 shares; 2026Q1: 475 shares 475 $78K <0.01% -30 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,087 shares; 2025Q3: 7,087 shares; 2025Q4: 7,087 shares; 2026Q1: 7,087 shares 7,087 $77.5K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 1,093 shares; 2025Q1: 1,053 shares; 2025Q2: 1,360 shares; 2025Q3: 1,738 shares; 2025Q4: 1,011 shares; 2026Q1: 951 shares 951 $77K <0.01% -60 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: not reported; 2024Q4: 1,088 shares; 2025Q1: 2,106 shares; 2025Q2: 907 shares; 2025Q3: 869 shares; 2025Q4: 505 shares; 2026Q1: 475 shares 475 $75.9K <0.01% -30 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,590 shares; 2024Q4: 1,814 shares; 2025Q1: not reported; 2025Q2: 1,813 shares; 2025Q3: 2,172 shares; 2025Q4: 1,011 shares; 2026Q1: 1,426 shares 1,426 $74.2K <0.01% +415 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 726 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 869 shares; 2025Q4: 505 shares; 2026Q1: 475 shares 475 $73.9K <0.01% -30 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: 49,522 shares; 2024Q4: 3,322 shares; 2025Q1: 3,106 shares; 2025Q2: 2,636 shares; 2025Q3: 2,169 shares; 2025Q4: 1,627 shares; 2026Q1: 1,666 shares 1,666 $73.5K <0.01% +39 Timeline AFCG ADVANCED FLOWER CAP INC More: the full row for ADVANCED FLOWER CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 26,000 shares; 2026Q1: 26,000 shares 26,000 $73.3K <0.01% 0 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: 414 shares; 2024Q4: 414 shares; 2025Q1: 417 shares; 2025Q2: 326 shares; 2025Q3: 267 shares; 2025Q4: 183 shares; 2026Q1: 204 shares 204 $71.8K <0.01% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 505 shares; 2026Q1: 475 shares 475 $71.4K <0.01% -30 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,431 shares; 2025Q1: 2,281 shares; 2025Q2: 2,360 shares; 2025Q3: 1,324 shares; 2025Q4: 840 shares; 2026Q1: 361 shares 361 $70.1K <0.01% -479 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: 200 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 869 shares; 2025Q4: 505 shares; 2026Q1: 475 shares 475 $69K <0.01% -30 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 475 shares 475 $68.7K <0.01% new Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 53 shares; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 1,525 shares; 2025Q4: 1,015 shares; 2026Q1: 445 shares 445 $67.8K <0.01% -570 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 4,630 shares; 2025Q4: 4,630 shares; 2026Q1: 3,360 shares 3,360 $66.6K <0.01% -1,270 Timeline ALLT ALLOT LTD More: the full row for ALLOT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,400 shares; 2025Q2: 39,400 shares; 2025Q3: 9,700 shares; 2025Q4: 9,700 shares; 2026Q1: 9,700 shares 9,700 $64.6K <0.01% 0 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: 125 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares; 2025Q4: 505 shares; 2026Q1: 475 shares 475 $64.3K <0.01% -30 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 475 shares 475 $64.2K <0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,055 shares; 2025Q2: 3,555 shares; 2025Q3: 8,031 shares; 2025Q4: 2,021 shares; 2026Q1: 475 shares 475 $62.7K <0.01% -1,546 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 726 shares; 2025Q1: 527 shares; 2025Q2: 1,360 shares; 2025Q3: 869 shares; 2025Q4: 505 shares; 2026Q1: 475 shares 475 $62.2K <0.01% -30 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: 274 shares; 2024Q4: 637 shares; 2025Q1: 803 shares; 2025Q2: 671 shares; 2025Q3: 179 shares; 2025Q4: 641 shares; 2026Q1: 132 shares 132 $60.9K <0.01% -509 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 1,676 shares; 2025Q1: 1,580 shares; 2025Q2: 2,267 shares; 2025Q3: 2,172 shares; 2025Q4: not reported; 2026Q1: 951 shares 951 $58.8K <0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 962 shares; 2025Q1: 960 shares; 2025Q2: 764 shares; 2025Q3: 617 shares; 2025Q4: 481 shares; 2026Q1: 421 shares 421 $58.7K <0.01% -60 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 747 shares; 2025Q1: 1,434 shares; 2025Q2: 1,207 shares; 2025Q3: 1,117 shares; 2025Q4: 667 shares; 2026Q1: 180 shares 180 $57.3K <0.01% -487 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: 1,992 shares; 2024Q4: 1,950 shares; 2025Q1: 2,958 shares; 2025Q2: 2,942 shares; 2025Q3: 550 shares; 2025Q4: 424 shares; 2026Q1: 443 shares 443 $57K <0.01% +19 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 325 shares 325 $56.6K <0.01% -200 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: not reported; 2025Q1: 1,053 shares; 2025Q2: 907 shares; 2025Q3: 869 shares; 2025Q4: not reported; 2026Q1: 475 shares 475 $53.8K <0.01% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 2,591 shares; 2025Q1: 1,815 shares; 2025Q2: 2,424 shares; 2025Q3: 2,228 shares; 2025Q4: 1,848 shares; 2026Q1: 864 shares 864 $52.7K <0.01% -984 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: 3,302 shares; 2024Q4: 1,451 shares; 2025Q1: 2,633 shares; 2025Q2: 5,510 shares; 2025Q3: 3,744 shares; 2025Q4: 5,010 shares; 2026Q1: 475 shares 475 $51.4K <0.01% -4,535 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 20 shares; 2025Q3: 16 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $50.5K <0.01% 0 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: not reported; 2025Q1: 20,925 shares; 2025Q2: 724 shares; 2025Q3: 612 shares; 2025Q4: 448 shares; 2026Q1: 423 shares 423 $50.2K <0.01% -25 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,547 shares; 2026Q1: 951 shares 951 $48.9K <0.01% -3,596 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: 1,997 shares; 2024Q4: 3,946 shares; 2025Q1: 5,251 shares; 2025Q2: 4,475 shares; 2025Q3: 676 shares; 2025Q4: 3,053 shares; 2026Q1: 1,846 shares 1,846 $48.6K <0.01% -1,207 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: 9,770 shares; 2024Q4: 9,545 shares; 2025Q1: 202 shares; 2025Q2: 157 shares; 2025Q3: 124 shares; 2025Q4: 98 shares; 2026Q1: 107 shares 107 $47.8K <0.01% +9 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: not reported; 2025Q1: 236 shares; 2025Q2: 181 shares; 2025Q3: 5,151 shares; 2025Q4: 5,112 shares; 2026Q1: 118 shares 118 $47K <0.01% -4,994 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,526 shares; 2026Q1: 475 shares 475 $46.7K <0.01% -2,051 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,861 shares; 2024Q4: 2,177 shares; 2025Q1: not reported; 2025Q2: 1,360 shares; 2025Q3: 1,738 shares; 2025Q4: 1,011 shares; 2026Q1: 951 shares 951 $43.7K <0.01% -60 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,859 shares; 2024Q4: 30,441 shares; 2025Q1: 1,053 shares; 2025Q2: 1,360 shares; 2025Q3: 869 shares; 2025Q4: not reported; 2026Q1: 475 shares 475 $43.2K <0.01% new 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: 243 shares; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 188 shares; 2025Q3: 156 shares; 2025Q4: 116 shares; 2026Q1: 154 shares 154 $43K <0.01% +38 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: 71 shares; 2024Q4: 71 shares; 2025Q1: 69 shares; 2025Q2: 57 shares; 2025Q3: 44 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $42.3K <0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,088 shares; 2025Q1: 1,580 shares; 2025Q2: 1,813 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 475 shares 475 $40.5K <0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99 shares 99 $38.8K <0.01% 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: 773 shares; 2024Q4: 679 shares; 2025Q1: 842 shares; 2025Q2: 701 shares; 2025Q3: 638 shares; 2025Q4: 675 shares; 2026Q1: 181 shares 181 $36.8K <0.01% -494 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: 180 shares; 2024Q4: 180 shares; 2025Q1: 8,155 shares; 2025Q2: 8,822 shares; 2025Q3: 7,401 shares; 2025Q4: 7,269 shares; 2026Q1: 94 shares 94 $36.7K <0.01% -7,175 Timeline TATT TAT TECHNOLOGIES LTD More: the full row for TAT TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $36.6K <0.01% 0 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: 279 shares; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: 907 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 131 shares 131 $35.4K <0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 1,451 shares; 2025Q1: 1,580 shares; 2025Q2: 2,267 shares; 2025Q3: 1,738 shares; 2025Q4: 1,011 shares; 2026Q1: 475 shares 475 $35.4K <0.01% -536 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: 516 shares; 2024Q4: 1,074 shares; 2025Q1: 333 shares; 2025Q2: 720 shares; 2025Q3: 217 shares; 2025Q4: 164 shares; 2026Q1: 145 shares 145 $35.2K <0.01% -19 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: 1,779 shares; 2024Q4: 875 shares; 2025Q1: 1,923 shares; 2025Q2: 2,049 shares; 2025Q3: 552 shares; 2025Q4: 330 shares; 2026Q1: 391 shares 391 $35K <0.01% +61 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: 3,021 shares; 2024Q4: 5,923 shares; 2025Q1: 5,008 shares; 2025Q2: 5,044 shares; 2025Q3: 1,834 shares; 2025Q4: 1,470 shares; 2026Q1: 1,218 shares 1,218 $35K <0.01% -252 Timeline PSBD PALMER SQUARE CAPITAL BDC IN More: the full row for PALMER SQUARE CAPITAL BDC IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,363 shares 3,363 $32.9K <0.01% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 975 shares; 2025Q1: 765 shares; 2025Q2: 630 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $32.3K <0.01% 0 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: 290 shares 290 $31.7K <0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 677 shares; 2025Q1: 1,724 shares; 2025Q2: 1,412 shares; 2025Q3: 1,719 shares; 2025Q4: 352 shares; 2026Q1: 319 shares 319 $31.6K <0.01% -33 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,738 shares; 2025Q4: 1,516 shares; 2026Q1: 475 shares 475 $31.6K <0.01% -1,041 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $31K <0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 85 shares; 2025Q2: 65 shares; 2025Q3: 53 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $30.9K <0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 3,381 shares; 2025Q1: 3,121 shares; 2025Q2: 2,986 shares; 2025Q3: 2,856 shares; 2025Q4: 2,726 shares; 2026Q1: 26 shares 26 $30.1K <0.01% -2,700 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: 5,550 shares; 2024Q4: 5,270 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $28.2K <0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,355 shares; 2024Q4: 39,700 shares; 2025Q1: 37,527 shares; 2025Q2: 35,893 shares; 2025Q3: 854 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $27.4K <0.01% 0 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: 527 shares; 2024Q4: 527 shares; 2025Q1: 508 shares; 2025Q2: 487 shares; 2025Q3: 327 shares; 2025Q4: 278 shares; 2026Q1: 242 shares 242 $24.7K <0.01% -36 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,525 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 100 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $24.7K <0.01% 0 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280 $24.6K <0.01% 0 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: 538 shares; 2024Q4: 530 shares; 2025Q1: 694 shares; 2025Q2: 586 shares; 2025Q3: 538 shares; 2025Q4: 604 shares; 2026Q1: 102 shares 102 $24.4K <0.01% -502 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: 1,956 shares; 2024Q4: 1,956 shares; 2025Q1: 1,909 shares; 2025Q2: 9,147 shares; 2025Q3: 1,225 shares; 2025Q4: 1,076 shares; 2026Q1: 889 shares 889 $24.4K <0.01% -187 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: 2,522 shares; 2024Q4: 3,333 shares; 2025Q1: 1,481 shares; 2025Q2: 4,784 shares; 2025Q3: 939 shares; 2025Q4: 807 shares; 2026Q1: 586 shares 586 $24.1K <0.01% -221 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: 3,568 shares; 2024Q4: 1,036 shares; 2025Q1: 1,021 shares; 2025Q2: 3,972 shares; 2025Q3: 2,375 shares; 2025Q4: 545 shares; 2026Q1: 416 shares 416 $24K <0.01% -129 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: 342 shares; 2024Q4: 342 shares; 2025Q1: 334 shares; 2025Q2: 264 shares; 2025Q3: 218 shares; 2025Q4: 111 shares; 2026Q1: 189 shares 189 $23.9K <0.01% +78 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 409 shares; 2025Q1: 1,457 shares; 2025Q2: 1,681 shares; 2025Q3: 1,131 shares; 2025Q4: 133 shares; 2026Q1: 206 shares 206 $23.8K <0.01% +73 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350 $22.8K <0.01% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 298 shares; 2025Q1: 299 shares; 2025Q2: 249 shares; 2025Q3: 198 shares; 2025Q4: 128 shares; 2026Q1: 151 shares 151 $22.7K <0.01% +23 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 50 shares; 2025Q3: 40 shares; 2025Q4: 30 shares; 2026Q1: 40 shares 40 $22.5K <0.01% +10 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: 312 shares; 2024Q4: 675 shares; 2025Q1: 837 shares; 2025Q2: 699 shares; 2025Q3: 1,073 shares; 2025Q4: 663 shares; 2026Q1: 132 shares 132 $22.3K <0.01% -531 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: 810 shares; 2024Q4: 810 shares; 2025Q1: 750 shares; 2025Q2: 599 shares; 2025Q3: 480 shares; 2025Q4: 394 shares; 2026Q1: 303 shares 303 $22K <0.01% -91 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 199 shares; 2025Q1: 194 shares; 2025Q2: 153 shares; 2025Q3: 126 shares; 2025Q4: 66 shares; 2026Q1: 107 shares 107 $21.1K <0.01% +41 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $19.6K <0.01% 0 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 1,350 shares 1,350 $18.6K <0.01% -1,250 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: 92 shares; 2024Q4: 92 shares; 2025Q1: 98 shares; 2025Q2: 77 shares; 2025Q3: 69 shares; 2025Q4: 51 shares; 2026Q1: 105 shares 105 $15.9K <0.01% +54 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 222 shares; 2025Q2: 178 shares; 2025Q3: 577 shares; 2025Q4: 605 shares; 2026Q1: 78 shares 78 $15.4K <0.01% -527 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: 1,768 shares; 2024Q4: 3,219 shares; 2025Q1: 3,339 shares; 2025Q2: 4,414 shares; 2025Q3: 616 shares; 2025Q4: 512 shares; 2026Q1: 464 shares 464 $15.4K <0.01% -48 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: 145 shares; 2024Q4: 476 shares; 2025Q1: 82 shares; 2025Q2: 66 shares; 2025Q3: 54 shares; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $14.9K <0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 536 shares; 2025Q1: 163 shares; 2025Q2: 130 shares; 2025Q3: 105 shares; 2025Q4: 599 shares; 2026Q1: 68 shares 68 $13.3K <0.01% -531 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39 shares 39 $12.9K <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: 714 shares; 2024Q4: 642 shares; 2025Q1: 806 shares; 2025Q2: 673 shares; 2025Q3: 183 shares; 2025Q4: 130 shares; 2026Q1: 140 shares 140 $12.9K <0.01% +10 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: 6,124 shares; 2024Q4: 4,876 shares; 2025Q1: 5,398 shares; 2025Q2: 1,069 shares; 2025Q3: 124 shares; 2025Q4: 73 shares; 2026Q1: 63 shares 63 $12.8K <0.01% -10 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 48 shares; 2025Q3: 39 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $12.7K <0.01% 0 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: 240 shares; 2024Q4: 240 shares; 2025Q1: 241 shares; 2025Q2: 192 shares; 2025Q3: 160 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $12.6K <0.01% 0 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77 shares 77 $12.6K <0.01% 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: 2,569 shares; 2024Q4: 2,263 shares; 2025Q1: 785 shares; 2025Q2: 2,871 shares; 2025Q3: 1,790 shares; 2025Q4: 248 shares; 2026Q1: 276 shares 276 $12.5K <0.01% +28 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 1,474 shares; 2025Q1: 1,432 shares; 2025Q2: 1,210 shares; 2025Q3: 245 shares; 2025Q4: 1,692 shares; 2026Q1: 197 shares 197 $12.1K <0.01% -1,495 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: not reported; 2024Q4: not reported; 2025Q1: 174 shares; 2025Q2: 148 shares; 2025Q3: 123 shares; 2025Q4: 98 shares; 2026Q1: 96 shares 96 $12K <0.01% -2 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: 984 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 540 shares; 2025Q3: 70 shares; 2025Q4: 71 shares; 2026Q1: 55 shares 55 $11.9K <0.01% -16 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: 10,273 shares; 2024Q4: 941 shares; 2025Q1: 928 shares; 2025Q2: 731 shares; 2025Q3: 628 shares; 2025Q4: 595 shares; 2026Q1: 515 shares 515 $11.6K <0.01% -80 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 495 shares; 2025Q1: 137 shares; 2025Q2: 108 shares; 2025Q3: 87 shares; 2025Q4: 70 shares; 2026Q1: 58 shares 58 $11.5K <0.01% -12 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 223 shares; 2025Q4: 113 shares; 2026Q1: 127 shares 127 $11.4K <0.01% +14 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 319 shares; 2025Q1: 318 shares; 2025Q2: 254 shares; 2025Q3: 212 shares; 2025Q4: 228 shares; 2026Q1: 279 shares 279 $11.3K <0.01% +51 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 473 shares; 2025Q1: 635 shares; 2025Q2: 538 shares; 2025Q3: 70 shares; 2025Q4: 68 shares; 2026Q1: 59 shares 59 $11.2K <0.01% -9 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 119 shares; 2025Q2: 95 shares; 2025Q3: 78 shares; 2025Q4: 58 shares; 2026Q1: 79 shares 79 $11.1K <0.01% +21 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 350 shares; 2025Q2: 289 shares; 2025Q3: 231 shares; 2025Q4: 161 shares; 2026Q1: 121 shares 121 $11K <0.01% -40 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: 352 shares; 2025Q2: 278 shares; 2025Q3: 233 shares; 2025Q4: 171 shares; 2026Q1: 151 shares 151 $10.7K <0.01% -20 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 421 shares; 2025Q1: 408 shares; 2025Q2: 321 shares; 2025Q3: 273 shares; 2025Q4: 229 shares; 2026Q1: 165 shares 165 $10.7K <0.01% -64 Timeline AVPT AVEPOINT INC More: the full row for AVEPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares; 2026Q1: 700 shares 700 $6.66K <0.01% -6,200 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly 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: 700 shares; 2025Q4: 700 shares; 2026Q1: 200 shares 200 $6.34K <0.01% -500 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,200 shares; 2025Q2: 18,100 shares; 2025Q3: 17,125 shares; 2025Q4: 16,325 shares; 2026Q1: 100 shares 100 $4.03K <0.01% -16,225 Timeline