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: 839,626 shares; 2024Q4: 841,615 shares; 2025Q1: 842,165 shares; 2025Q2: 842,447 shares; 2025Q3: 843,764 shares; 2025Q4: 844,600 shares; 2026Q1: 846,687 shares 846,687 $96M 6.3% +2,087 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,230 shares; 2024Q4: 264,039 shares; 2025Q1: 314,818 shares; 2025Q2: 269,407 shares; 2025Q3: 269,146 shares; 2025Q4: 269,749 shares; 2026Q1: 270,668 shares 270,668 $91.4M 6% +919 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: 16,645 shares; 2024Q4: 9,788 shares; 2025Q1: 10,658 shares; 2025Q2: 16,063 shares; 2025Q3: 106,687 shares; 2025Q4: 113,015 shares; 2026Q1: 112,485 shares 112,485 $67.2M 4.41% -530 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: 160,199 shares; 2024Q4: 169,357 shares; 2025Q1: 167,219 shares; 2025Q2: 165,222 shares; 2025Q3: 1,158,516 shares; 2025Q4: 1,161,622 shares; 2026Q1: 215,143 shares 215,143 $54.5M 3.58% -946,479 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: 308,914 shares; 2024Q4: 304,780 shares; 2025Q1: 234,848 shares; 2025Q2: 184,851 shares; 2025Q3: 184,881 shares; 2025Q4: 185,039 shares; 2026Q1: 185,524 shares 185,524 $52.6M 3.45% +485 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499,943 shares; 2024Q4: 500,001 shares; 2025Q1: 930,012 shares; 2025Q2: 930,138 shares; 2025Q3: 1,930,792 shares; 2025Q4: 1,930,764 shares; 2026Q1: 931,688 shares 931,688 $49.8M 3.27% -999,076 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: 235,902 shares; 2024Q4: 264,441 shares; 2025Q1: 250,472 shares; 2025Q2: 252,508 shares; 2025Q3: 941,508 shares; 2025Q4: 951,652 shares; 2026Q1: 276,506 shares 276,506 $48.1M 3.16% -675,146 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,965 shares; 2024Q4: 68,445 shares; 2025Q1: 74,157 shares; 2025Q2: 63,328 shares; 2025Q3: 65,933 shares; 2025Q4: 66,260 shares; 2026Q1: 70,753 shares 70,753 $45.9M 3.01% +4,493 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,469 shares; 2024Q4: 203,121 shares; 2025Q1: 203,196 shares; 2025Q2: 203,261 shares; 2025Q3: 203,804 shares; 2025Q4: 204,438 shares; 2026Q1: 205,082 shares 205,082 $33.8M 2.21% +644 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,243,304 shares; 2024Q4: 921,711 shares; 2025Q1: 2,074,944 shares; 2025Q2: 2,124,944 shares; 2025Q3: 2,124,280 shares; 2025Q4: 2,124,280 shares; 2026Q1: 2,124,280 shares 2,124,280 $28M 1.84% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,399 shares; 2024Q4: 554,235 shares; 2025Q1: 575,989 shares; 2025Q2: 521,597 shares; 2025Q3: 587,142 shares; 2025Q4: 740,884 shares; 2026Q1: 950,742 shares 950,742 $27.7M 1.82% +209,858 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306,911 shares; 2024Q4: 312,620 shares; 2025Q1: 312,591 shares; 2025Q2: 312,446 shares; 2025Q3: 311,830 shares; 2025Q4: 312,131 shares; 2026Q1: 312,794 shares 312,794 $24.9M 1.63% +663 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498,356 shares; 2024Q4: 500,718 shares; 2025Q1: 500,598 shares; 2025Q2: 497,845 shares; 2025Q3: 523,113 shares; 2025Q4: 502,163 shares; 2026Q1: 504,776 shares 504,776 $24.6M 1.61% +2,613 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: 68,073 shares; 2024Q4: 69,008 shares; 2025Q1: 69,196 shares; 2025Q2: 68,781 shares; 2025Q3: 80,974 shares; 2025Q4: 80,296 shares; 2026Q1: 80,414 shares 80,414 $23M 1.51% +118 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: 103,416 shares; 2024Q4: 106,193 shares; 2025Q1: 106,090 shares; 2025Q2: 106,540 shares; 2025Q3: 108,144 shares; 2025Q4: 102,083 shares; 2026Q1: 102,322 shares 102,322 $21.3M 1.4% +239 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: 48,973 shares; 2024Q4: 46,952 shares; 2025Q1: 48,585 shares; 2025Q2: 45,976 shares; 2025Q3: 53,898 shares; 2025Q4: 55,659 shares; 2026Q1: 56,088 shares 56,088 $20.7M 1.36% +429 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: 42,569 shares; 2024Q4: 37,451 shares; 2025Q1: 39,780 shares; 2025Q2: 40,898 shares; 2025Q3: 42,570 shares; 2025Q4: 42,250 shares; 2026Q1: 34,725 shares 34,725 $20M 1.31% -7,525 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: 90,142 shares; 2024Q4: 80,101 shares; 2025Q1: 85,981 shares; 2025Q2: 85,711 shares; 2025Q3: 84,149 shares; 2025Q4: 89,542 shares; 2026Q1: 92,150 shares 92,150 $19.1M 1.25% +2,608 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: 97,516 shares; 2024Q4: 103,149 shares; 2025Q1: 102,395 shares; 2025Q2: 100,194 shares; 2025Q3: 104,845 shares; 2025Q4: 103,371 shares; 2026Q1: 104,616 shares 104,616 $17.8M 1.16% +1,245 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,415 shares; 2024Q4: 271,415 shares; 2025Q1: 271,415 shares; 2025Q2: 271,415 shares; 2025Q3: 271,415 shares; 2025Q4: 271,415 shares; 2026Q1: 271,415 shares 271,415 $17.4M 1.14% 0 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: 225,151 shares; 2024Q4: 223,329 shares; 2025Q1: 221,279 shares; 2025Q2: 320,694 shares; 2025Q3: 323,381 shares; 2025Q4: 322,694 shares; 2026Q1: 321,875 shares 321,875 $16.2M 1.06% -819 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: 1,161,150 shares; 2024Q4: 1,154,811 shares; 2025Q1: 1,155,058 shares; 2025Q2: 1,355,948 shares; 2025Q3: 1,354,713 shares; 2025Q4: 1,354,491 shares; 2026Q1: 1,354,896 shares 1,354,896 $15.6M 1.03% +405 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: 51,902 shares; 2024Q4: 63,616 shares; 2025Q1: 72,406 shares; 2025Q2: 72,718 shares; 2025Q3: 78,764 shares; 2025Q4: 74,530 shares; 2026Q1: 123,799 shares 123,799 $15.4M 1.01% +49,269 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: 13,045 shares; 2024Q4: 6,446 shares; 2025Q1: 6,013 shares; 2025Q2: 5,787 shares; 2025Q3: 25,547 shares; 2025Q4: 25,422 shares; 2026Q1: 23,130 shares 23,130 $15M 0.99% -2,292 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: 252,758 shares; 2024Q4: 254,873 shares; 2025Q1: 254,988 shares; 2025Q2: 255,143 shares; 2025Q3: 255,285 shares; 2025Q4: 253,848 shares; 2026Q1: 254,546 shares 254,546 $15M 0.98% +698 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: 168,230 shares; 2024Q4: 164,285 shares; 2025Q1: 318,792 shares; 2025Q2: 328,655 shares; 2025Q3: 323,569 shares; 2025Q4: 323,831 shares; 2026Q1: 326,158 shares 326,158 $14.4M 0.94% +2,327 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: 11,920 shares; 2024Q4: 13,244 shares; 2025Q1: 18,154 shares; 2025Q2: 19,205 shares; 2025Q3: 20,312 shares; 2025Q4: 21,251 shares; 2026Q1: 21,609 shares 21,609 $12.3M 0.8% +358 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,100 shares; 2024Q4: 65,633 shares; 2025Q1: 65,753 shares; 2025Q2: 66,132 shares; 2025Q3: 72,888 shares; 2025Q4: 66,075 shares; 2026Q1: 56,139 shares 56,139 $12M 0.79% -9,936 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,177 shares; 2024Q4: 44,260 shares; 2025Q1: 42,884 shares; 2025Q2: 53,575 shares; 2025Q3: 76,877 shares; 2025Q4: 104,253 shares; 2026Q1: 184,068 shares 184,068 $11.8M 0.77% +79,815 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: 36,068 shares; 2024Q4: 30,770 shares; 2025Q1: 32,123 shares; 2025Q2: 31,079 shares; 2025Q3: 794,932 shares; 2025Q4: 794,792 shares; 2026Q1: 39,030 shares 39,030 $11.2M 0.73% -755,762 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,543 shares; 2024Q4: 12,582 shares; 2025Q1: 13,915 shares; 2025Q2: 29,843 shares; 2025Q3: 34,838 shares; 2025Q4: 35,851 shares; 2026Q1: 34,618 shares 34,618 $11.1M 0.73% -1,233 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,783 shares; 2024Q4: 205,325 shares; 2025Q1: 204,390 shares; 2025Q2: 204,390 shares; 2025Q3: 204,390 shares; 2025Q4: 204,390 shares; 2026Q1: 204,390 shares 204,390 $9.84M 0.65% 0 Timeline DGRW 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: 117,813 shares; 2024Q4: 166,080 shares; 2025Q1: 165,861 shares; 2025Q2: 136,049 shares; 2025Q3: 138,585 shares; 2025Q4: 129,972 shares; 2026Q1: 104,243 shares 104,243 $9.16M 0.6% -25,729 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 33,505 shares; 2025Q1: 44,494 shares; 2025Q2: 43,532 shares; 2025Q3: 43,906 shares; 2025Q4: 44,012 shares; 2026Q1: 44,408 shares 44,408 $8.83M 0.58% +396 Timeline WTV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,220 shares; 2025Q4: 27,799 shares; 2026Q1: 92,290 shares 92,290 $8.74M 0.57% +64,491 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: 289,465 shares; 2024Q4: 295,891 shares; 2025Q1: 296,512 shares; 2025Q2: 295,415 shares; 2025Q3: 292,950 shares; 2025Q4: 293,190 shares; 2026Q1: 294,329 shares 294,329 $8.53M 0.56% +1,139 Timeline IYW 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: 37,009 shares; 2024Q4: 47,716 shares; 2025Q1: 47,674 shares; 2025Q2: 47,017 shares; 2025Q3: 47,030 shares; 2025Q4: 46,350 shares; 2026Q1: 46,016 shares 46,016 $8.35M 0.55% -334 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: 8,555 shares; 2024Q4: 5,347 shares; 2025Q1: 5,347 shares; 2025Q2: 8,317 shares; 2025Q3: 16,293 shares; 2025Q4: 42,802 shares; 2026Q1: 149,308 shares 149,308 $8.07M 0.53% +106,506 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,365 shares; 2024Q4: 134,632 shares; 2025Q1: 119,281 shares; 2025Q2: 117,054 shares; 2025Q3: 120,765 shares; 2025Q4: 120,255 shares; 2026Q1: 117,082 shares 117,082 $7.1M 0.47% -3,173 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196,585 shares; 2025Q4: 196,585 shares; 2026Q1: 196,585 shares 196,585 $6.97M 0.46% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,929 shares; 2024Q4: 10,736 shares; 2025Q1: 10,812 shares; 2025Q2: 10,018 shares; 2025Q3: 11,737 shares; 2025Q4: 12,287 shares; 2026Q1: 14,455 shares 14,455 $6.91M 0.45% +2,168 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,482 shares; 2025Q3: 70,240 shares; 2025Q4: 120,104 shares; 2026Q1: 221,640 shares 221,640 $6.76M 0.44% +101,536 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: 38,363 shares; 2024Q4: 21,990 shares; 2025Q1: 37,016 shares; 2025Q2: 35,055 shares; 2025Q3: 42,541 shares; 2025Q4: 57,464 shares; 2026Q1: 73,715 shares 73,715 $6.76M 0.44% +16,251 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,007 shares; 2025Q2: 13,096 shares; 2025Q3: 17,031 shares; 2025Q4: 51,217 shares; 2026Q1: 149,839 shares 149,839 $6.54M 0.43% +98,622 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: 63,980 shares; 2024Q4: 60,047 shares; 2025Q1: 813,768 shares; 2025Q2: 774,976 shares; 2025Q3: 759,375 shares; 2025Q4: 640,315 shares; 2026Q1: 580,785 shares 580,785 $6.42M 0.42% -59,530 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: 16,978 shares; 2024Q4: 20,041 shares; 2025Q1: 20,876 shares; 2025Q2: 19,264 shares; 2025Q3: 17,372 shares; 2025Q4: 16,864 shares; 2026Q1: 17,213 shares 17,213 $6.38M 0.42% +349 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,256 shares; 2025Q1: 63,273 shares; 2025Q2: 122,571 shares; 2025Q3: 152,699 shares; 2025Q4: 151,557 shares; 2026Q1: 151,829 shares 151,829 $6.32M 0.41% +272 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,269 shares; 2024Q4: 17,547 shares; 2025Q1: 18,709 shares; 2025Q2: 17,808 shares; 2025Q3: 18,444 shares; 2025Q4: 18,156 shares; 2026Q1: 14,385 shares 14,385 $6.13M 0.4% -3,771 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: 14,298 shares; 2024Q4: 18,833 shares; 2025Q1: 21,676 shares; 2025Q2: 19,514 shares; 2025Q3: 19,578 shares; 2025Q4: 19,704 shares; 2026Q1: 18,937 shares 18,937 $5.85M 0.38% -767 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,000 shares; 2024Q4: 150,000 shares; 2025Q1: 150,000 shares; 2025Q2: 250,000 shares; 2025Q3: 250,000 shares; 2025Q4: 250,000 shares; 2026Q1: 250,000 shares 250,000 $5.19M 0.34% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,449 shares; 2024Q4: 25,541 shares; 2025Q1: 25,767 shares; 2025Q2: 29,867 shares; 2025Q3: 29,729 shares; 2025Q4: 26,551 shares; 2026Q1: 33,504 shares 33,504 $4.91M 0.32% +6,953 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: 49,636 shares; 2024Q4: 46,456 shares; 2025Q1: 15,420 shares; 2025Q2: 14,915 shares; 2025Q3: 18,029 shares; 2025Q4: 18,694 shares; 2026Q1: 16,625 shares 16,625 $4.89M 0.32% -2,069 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: 14,924 shares; 2024Q4: 26,146 shares; 2025Q1: 26,420 shares; 2025Q2: 26,440 shares; 2025Q3: 32,850 shares; 2025Q4: 33,566 shares; 2026Q1: 30,275 shares 30,275 $4.85M 0.32% -3,291 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: 21,100 shares; 2024Q4: 21,040 shares; 2025Q1: 19,424 shares; 2025Q2: 15,875 shares; 2025Q3: 23,387 shares; 2025Q4: 22,080 shares; 2026Q1: 22,749 shares 22,749 $4.71M 0.31% +669 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: 20,590 shares; 2025Q1: 23,127 shares; 2025Q2: 25,445 shares; 2025Q3: 23,443 shares; 2025Q4: 20,908 shares; 2026Q1: 22,011 shares 22,011 $4.7M 0.31% +1,103 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: 5,914 shares; 2024Q4: 6,802 shares; 2025Q1: 72,705 shares; 2025Q2: 60,899 shares; 2025Q3: 67,298 shares; 2025Q4: 67,940 shares; 2026Q1: 64,383 shares 64,383 $4.63M 0.3% -3,557 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600,000 shares; 2024Q4: 600,000 shares; 2025Q1: 600,000 shares; 2025Q2: 600,000 shares; 2025Q3: 600,000 shares; 2025Q4: 600,000 shares; 2026Q1: 600,000 shares 600,000 $4.63M 0.3% 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: 12,545 shares; 2024Q4: 11,039 shares; 2025Q1: 11,017 shares; 2025Q2: 10,365 shares; 2025Q3: 11,099 shares; 2025Q4: 12,355 shares; 2026Q1: 14,382 shares 14,382 $4.35M 0.29% +2,027 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 2,962 shares; 2025Q1: 6,199 shares; 2025Q2: 5,182 shares; 2025Q3: 9,876 shares; 2025Q4: 9,906 shares; 2026Q1: 9,975 shares 9,975 $4.28M 0.28% +69 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,000 shares; 2024Q4: 85,000 shares; 2025Q1: 85,000 shares; 2025Q2: 85,000 shares; 2025Q3: 85,000 shares; 2025Q4: 85,000 shares; 2026Q1: 85,000 shares 85,000 $4.24M 0.28% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,742 shares; 2024Q4: 150,810 shares; 2025Q1: 150,035 shares; 2025Q2: 149,698 shares; 2025Q3: 154,627 shares; 2025Q4: 149,331 shares; 2026Q1: 148,045 shares 148,045 $4.16M 0.27% -1,286 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,180 shares; 2026Q1: 53,788 shares 53,788 $4.12M 0.27% +5,608 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: 20,490 shares; 2024Q4: 19,437 shares; 2025Q1: 19,133 shares; 2025Q2: 21,463 shares; 2025Q3: 23,693 shares; 2025Q4: 23,711 shares; 2026Q1: 16,382 shares 16,382 $4.06M 0.27% -7,329 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: 32,339 shares; 2025Q1: 33,887 shares; 2025Q2: 39,181 shares; 2025Q3: 37,489 shares; 2025Q4: 35,846 shares; 2026Q1: 33,042 shares 33,042 $4.05M 0.27% -2,804 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,832 shares; 2024Q4: 34,331 shares; 2025Q1: 34,331 shares; 2025Q2: 34,331 shares; 2025Q3: 34,331 shares; 2025Q4: 34,787 shares; 2026Q1: 34,807 shares 34,807 $4M 0.26% +20 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 4,345 shares; 2025Q1: 4,392 shares; 2025Q2: 4,935 shares; 2025Q3: 5,122 shares; 2025Q4: 5,969 shares; 2026Q1: 5,646 shares 5,646 $3.94M 0.26% -323 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: 22,992 shares; 2024Q4: 25,888 shares; 2025Q1: 32,270 shares; 2025Q2: 28,627 shares; 2025Q3: 31,396 shares; 2025Q4: 31,697 shares; 2026Q1: 31,284 shares 31,284 $3.89M 0.26% -413 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,374 shares; 2024Q4: 43,186 shares; 2025Q1: 47,097 shares; 2025Q2: 46,874 shares; 2025Q3: 62,702 shares; 2025Q4: 57,185 shares; 2026Q1: 49,605 shares 49,605 $3.85M 0.25% -7,580 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,331 shares; 2024Q4: 10,355 shares; 2025Q1: 10,375 shares; 2025Q2: 10,395 shares; 2025Q3: 10,241 shares; 2025Q4: 10,263 shares; 2026Q1: 10,279 shares 10,279 $3.81M 0.25% +16 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,692 shares; 2024Q4: 51,437 shares; 2025Q1: 51,437 shares; 2025Q2: 52,170 shares; 2025Q3: 52,170 shares; 2025Q4: 54,638 shares; 2026Q1: 54,638 shares 54,638 $3.74M 0.25% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,223 shares; 2024Q4: 8,324 shares; 2025Q1: 7,449 shares; 2025Q2: 7,648 shares; 2025Q3: 22,206 shares; 2025Q4: 43,992 shares; 2026Q1: 40,997 shares 40,997 $3.71M 0.24% -2,995 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: 15,112 shares; 2024Q4: 5,231 shares; 2025Q1: 4,966 shares; 2025Q2: 4,971 shares; 2025Q3: 6,414 shares; 2025Q4: 6,897 shares; 2026Q1: 7,354 shares 7,354 $3.67M 0.24% +457 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: 15,824 shares; 2024Q4: 13,777 shares; 2025Q1: 13,709 shares; 2025Q2: 12,367 shares; 2025Q3: 15,262 shares; 2025Q4: 15,106 shares; 2026Q1: 14,888 shares 14,888 $3.64M 0.24% -218 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180,155 shares; 2025Q4: 180,707 shares; 2026Q1: 180,707 shares 180,707 $3.57M 0.23% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 6,036 shares; 2025Q1: 6,914 shares; 2025Q2: 5,392 shares; 2025Q3: 5,091 shares; 2025Q4: 5,147 shares; 2026Q1: 4,914 shares 4,914 $3.48M 0.23% -233 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: 1,980 shares; 2024Q4: 3,276 shares; 2025Q1: 4,042 shares; 2025Q2: 3,217 shares; 2025Q3: 3,859 shares; 2025Q4: 34,594 shares; 2026Q1: 34,952 shares 34,952 $3.39M 0.22% +358 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208,477 shares; 2025Q3: 207,936 shares; 2025Q4: 207,836 shares; 2026Q1: 214,123 shares 214,123 $3.22M 0.21% +6,287 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,903 shares; 2024Q4: 19,481 shares; 2025Q1: 17,269 shares; 2025Q2: 18,425 shares; 2025Q3: 27,171 shares; 2025Q4: 21,660 shares; 2026Q1: 25,914 shares 25,914 $3.12M 0.2% +4,254 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,007 shares; 2024Q4: 24,217 shares; 2025Q1: 23,472 shares; 2025Q2: 23,345 shares; 2025Q3: 23,239 shares; 2025Q4: 23,365 shares; 2026Q1: 24,295 shares 24,295 $2.85M 0.19% +930 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,363 shares; 2024Q4: 8,364 shares; 2025Q1: 7,980 shares; 2025Q2: 7,956 shares; 2025Q3: 7,957 shares; 2025Q4: 7,957 shares; 2026Q1: 7,958 shares 7,958 $2.84M 0.19% +1 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,546 shares; 2024Q4: 11,964 shares; 2025Q1: 14,876 shares; 2025Q2: 12,434 shares; 2025Q3: 12,164 shares; 2025Q4: 12,112 shares; 2026Q1: 12,749 shares 12,749 $2.77M 0.18% +637 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,695 shares; 2024Q4: 102,475 shares; 2025Q1: 102,478 shares; 2025Q2: 102,835 shares; 2025Q3: 102,887 shares; 2025Q4: 103,062 shares; 2026Q1: 105,092 shares 105,092 $2.74M 0.18% +2,030 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 3,302 shares; 2025Q1: 3,170 shares; 2025Q2: 3,309 shares; 2025Q3: 5,498 shares; 2025Q4: 6,439 shares; 2026Q1: 5,929 shares 5,929 $2.65M 0.17% -510 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,424 shares; 2024Q4: 126,887 shares; 2025Q1: 126,373 shares; 2025Q2: 127,197 shares; 2025Q3: 127,197 shares; 2025Q4: 106,494 shares; 2026Q1: 106,494 shares 106,494 $2.64M 0.17% 0 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: 12,753 shares; 2024Q4: 16,213 shares; 2025Q1: 18,341 shares; 2025Q2: 17,359 shares; 2025Q3: 16,290 shares; 2025Q4: 16,878 shares; 2026Q1: 17,892 shares 17,892 $2.61M 0.17% +1,014 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,037 shares; 2025Q1: 676 shares; 2025Q2: 828 shares; 2025Q3: 1,094 shares; 2025Q4: 3,220 shares; 2026Q1: 5,474 shares 5,474 $2.6M 0.17% +2,254 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: 8,518 shares; 2024Q4: 9,999 shares; 2025Q1: 12,336 shares; 2025Q2: 12,054 shares; 2025Q3: 11,578 shares; 2025Q4: 11,122 shares; 2026Q1: 11,962 shares 11,962 $2.43M 0.16% +840 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: 30,147 shares; 2024Q4: 24,454 shares; 2025Q1: 28,450 shares; 2025Q2: 28,450 shares; 2025Q3: 28,450 shares; 2025Q4: 28,500 shares; 2026Q1: 29,000 shares 29,000 $2.39M 0.16% +500 Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,974 shares; 2024Q4: 22,468 shares; 2025Q1: 23,485 shares; 2025Q2: 23,485 shares; 2025Q3: 23,485 shares; 2025Q4: 23,485 shares; 2026Q1: 23,485 shares 23,485 $2.37M 0.16% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,060 shares; 2024Q4: 31,998 shares; 2025Q1: 32,045 shares; 2025Q2: 32,605 shares; 2025Q3: 33,872 shares; 2025Q4: 34,828 shares; 2026Q1: 34,869 shares 34,869 $2.37M 0.16% +41 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,765 shares; 2024Q4: 13,841 shares; 2025Q1: 11,585 shares; 2025Q2: 11,287 shares; 2025Q3: 27,341 shares; 2025Q4: 30,670 shares; 2026Q1: 30,744 shares 30,744 $2.34M 0.15% +74 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: 2,741 shares; 2024Q4: 5,676 shares; 2025Q1: 5,474 shares; 2025Q2: 5,186 shares; 2025Q3: 5,694 shares; 2025Q4: 2,766 shares; 2026Q1: 2,537 shares 2,537 $2.32M 0.15% -229 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: 317 shares; 2025Q4: 1,474 shares; 2026Q1: 2,102 shares 2,102 $2.3M 0.15% +628 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,793 shares; 2025Q2: 25,102 shares; 2025Q3: 26,056 shares; 2025Q4: 34,224 shares; 2026Q1: 33,498 shares 33,498 $2.29M 0.15% -726 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: 2,159 shares; 2024Q4: 1,267 shares; 2025Q1: 1,246 shares; 2025Q2: 2,409 shares; 2025Q3: 5,501 shares; 2025Q4: 5,995 shares; 2026Q1: 6,570 shares 6,570 $2.22M 0.15% +575 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,053 shares; 2026Q1: 23,438 shares 23,438 $2.21M 0.14% +3,385 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,455 shares; 2024Q4: 2,128 shares; 2025Q1: 5,956 shares; 2025Q2: 8,431 shares; 2025Q3: 8,560 shares; 2025Q4: 15,449 shares; 2026Q1: 16,212 shares 16,212 $2.15M 0.14% +763 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: 18,675 shares; 2024Q4: 19,877 shares; 2025Q1: 20,733 shares; 2025Q2: 16,323 shares; 2025Q3: 24,187 shares; 2025Q4: 32,893 shares; 2026Q1: 64,123 shares 64,123 $2.13M 0.14% +31,230 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,637 shares; 2024Q4: 56,435 shares; 2025Q1: 56,435 shares; 2025Q2: 56,435 shares; 2025Q3: 56,435 shares; 2025Q4: 56,435 shares; 2026Q1: 56,492 shares 56,492 $2.12M 0.14% +57 Timeline QQQM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,992 shares; 2025Q3: 9,907 shares; 2025Q4: 10,403 shares; 2026Q1: 8,634 shares 8,634 $2.05M 0.13% -1,769 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: 351 shares; 2024Q4: 334 shares; 2025Q1: 344 shares; 2025Q2: 292 shares; 2025Q3: 402 shares; 2025Q4: 455 shares; 2026Q1: 486 shares 486 $2.05M 0.13% +31 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: 1,012 shares; 2024Q4: 1,478 shares; 2025Q1: 1,414 shares; 2025Q2: 1,446 shares; 2025Q3: 2,739 shares; 2025Q4: 6,747 shares; 2026Q1: 6,653 shares 6,653 $2.01M 0.13% -94 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: 1,269 shares; 2024Q4: 2,084 shares; 2025Q1: 1,909 shares; 2025Q2: 1,931 shares; 2025Q3: 4,698 shares; 2025Q4: 4,621 shares; 2026Q1: 2,012 shares 2,012 $2M 0.13% -2,609 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: 2,413 shares; 2024Q4: 3,325 shares; 2025Q1: 3,483 shares; 2025Q2: 4,996 shares; 2025Q3: 7,900 shares; 2025Q4: 6,983 shares; 2026Q1: 22,245 shares 22,245 $1.99M 0.13% +15,262 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: 2,748 shares; 2024Q4: 2,667 shares; 2025Q1: 2,831 shares; 2025Q2: 2,900 shares; 2025Q3: 6,825 shares; 2025Q4: 8,401 shares; 2026Q1: 11,679 shares 11,679 $1.98M 0.13% +3,278 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: 3,565 shares; 2024Q4: 4,467 shares; 2025Q1: 5,013 shares; 2025Q2: 5,641 shares; 2025Q3: 6,403 shares; 2025Q4: 7,906 shares; 2026Q1: 8,039 shares 8,039 $1.95M 0.13% +133 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: 8,285 shares; 2024Q4: 10,251 shares; 2025Q1: 11,291 shares; 2025Q2: 18,791 shares; 2025Q3: 20,907 shares; 2025Q4: 29,004 shares; 2026Q1: 41,653 shares 41,653 $1.94M 0.13% +12,649 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,106 shares; 2025Q3: 15,368 shares; 2025Q4: 18,528 shares; 2026Q1: 17,880 shares 17,880 $1.94M 0.13% -648 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,051 shares; 2025Q2: 103,010 shares; 2025Q3: 103,890 shares; 2025Q4: 109,113 shares; 2026Q1: 105,536 shares 105,536 $1.91M 0.13% -3,577 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 792 shares; 2025Q3: 1,018 shares; 2025Q4: 6,736 shares; 2026Q1: 8,500 shares 8,500 $1.91M 0.13% +1,764 Timeline DGRS 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: 39,938 shares; 2024Q4: 70,252 shares; 2025Q1: 67,065 shares; 2025Q2: 45,658 shares; 2025Q3: 46,844 shares; 2025Q4: 45,066 shares; 2026Q1: 35,513 shares 35,513 $1.88M 0.12% -9,553 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: 16,941 shares; 2024Q4: 14,133 shares; 2025Q1: 13,973 shares; 2025Q2: 16,026 shares; 2025Q3: 15,349 shares; 2025Q4: 14,283 shares; 2026Q1: 18,859 shares 18,859 $1.83M 0.12% +4,576 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,607 shares; 2024Q4: 17,884 shares; 2025Q1: 19,534 shares; 2025Q2: 19,534 shares; 2025Q3: 19,545 shares; 2025Q4: 20,894 shares; 2026Q1: 20,667 shares 20,667 $1.82M 0.12% -227 Timeline DDLS 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: not reported; 2024Q4: 8,428 shares; 2025Q1: 8,428 shares; 2025Q2: 15,756 shares; 2025Q3: 22,381 shares; 2025Q4: 34,394 shares; 2026Q1: 40,545 shares 40,545 $1.76M 0.12% +6,151 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: 5,247 shares; 2024Q4: 4,352 shares; 2025Q1: 4,842 shares; 2025Q2: 4,993 shares; 2025Q3: 5,342 shares; 2025Q4: 7,785 shares; 2026Q1: 9,010 shares 9,010 $1.76M 0.12% +1,225 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: 3,254 shares; 2024Q4: 5,651 shares; 2025Q1: 7,118 shares; 2025Q2: 5,417 shares; 2025Q3: 5,349 shares; 2025Q4: 5,587 shares; 2026Q1: 5,465 shares 5,465 $1.7M 0.11% -122 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,324 shares; 2026Q1: 23,949 shares 23,949 $1.65M 0.11% +20,625 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: 25,992 shares; 2024Q4: 7,323 shares; 2025Q1: 7,354 shares; 2025Q2: 7,804 shares; 2025Q3: 15,270 shares; 2025Q4: 15,493 shares; 2026Q1: 10,110 shares 10,110 $1.61M 0.11% -5,383 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,861 shares; 2024Q4: 9,890 shares; 2025Q1: 9,913 shares; 2025Q2: 9,939 shares; 2025Q3: 9,995 shares; 2025Q4: 10,040 shares; 2026Q1: 10,026 shares 10,026 $1.6M 0.1% -14 Timeline EELV 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: 58,644 shares; 2024Q4: 50,889 shares; 2025Q1: 56,286 shares; 2025Q2: 56,286 shares; 2025Q3: 56,286 shares; 2025Q4: 56,286 shares; 2026Q1: 56,286 shares 56,286 $1.58M 0.1% 0 Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142,500 shares; 2025Q3: 300,000 shares; 2025Q4: 302,500 shares; 2026Q1: 302,500 shares 302,500 $1.57M 0.1% 0 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: 14,251 shares; 2024Q4: 13,790 shares; 2025Q1: 13,735 shares; 2025Q2: 13,448 shares; 2025Q3: 14,995 shares; 2025Q4: 12,040 shares; 2026Q1: 11,792 shares 11,792 $1.56M 0.1% -248 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: 2,785 shares; 2024Q4: 3,361 shares; 2025Q1: 3,440 shares; 2025Q2: 3,406 shares; 2025Q3: 5,781 shares; 2025Q4: 5,745 shares; 2026Q1: 4,590 shares 4,590 $1.51M 0.1% -1,155 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: 2,068 shares; 2024Q4: 3,232 shares; 2025Q1: 3,421 shares; 2025Q2: 3,380 shares; 2025Q3: 3,871 shares; 2025Q4: 4,099 shares; 2026Q1: 3,852 shares 3,852 $1.48M 0.1% -247 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,590 shares; 2024Q4: 5,824 shares; 2025Q1: 5,354 shares; 2025Q2: 5,329 shares; 2025Q3: 5,492 shares; 2025Q4: 5,551 shares; 2026Q1: 3,286 shares 3,286 $1.44M 0.09% -2,265 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,839 shares; 2024Q4: 10,736 shares; 2025Q1: 10,976 shares; 2025Q2: 11,081 shares; 2025Q3: 11,905 shares; 2025Q4: 10,823 shares; 2026Q1: 12,003 shares 12,003 $1.42M 0.09% +1,180 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,608 shares; 2025Q3: 6,108 shares; 2025Q4: 6,826 shares; 2026Q1: 6,833 shares 6,833 $1.42M 0.09% +7 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,703 shares; 2024Q4: 13,167 shares; 2025Q1: 13,167 shares; 2025Q2: 13,201 shares; 2025Q3: 13,216 shares; 2025Q4: 13,230 shares; 2026Q1: 12,941 shares 12,941 $1.42M 0.09% -289 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,236 shares; 2025Q1: 1,387 shares; 2025Q2: 1,471 shares; 2025Q3: 1,733 shares; 2025Q4: 1,789 shares; 2026Q1: 1,663 shares 1,663 $1.4M 0.09% -126 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98 shares; 2025Q3: 105 shares; 2025Q4: 139 shares; 2026Q1: 212 shares 212 $1.4M 0.09% +73 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: 14,022 shares; 2024Q4: 4,389 shares; 2025Q1: 4,063 shares; 2025Q2: 3,879 shares; 2025Q3: 4,770 shares; 2025Q4: 5,314 shares; 2026Q1: 6,813 shares 6,813 $1.38M 0.09% +1,499 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,353 shares; 2024Q4: 4,491 shares; 2025Q1: 4,290 shares; 2025Q2: 3,838 shares; 2025Q3: 5,451 shares; 2025Q4: 5,463 shares; 2026Q1: 4,197 shares 4,197 $1.37M 0.09% -1,266 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: 2,615 shares; 2024Q4: 2,562 shares; 2025Q1: 2,562 shares; 2025Q2: 2,565 shares; 2025Q3: 3,980 shares; 2025Q4: 3,982 shares; 2026Q1: 4,713 shares 4,713 $1.35M 0.09% +731 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: 273 shares; 2024Q4: 366 shares; 2025Q1: 372 shares; 2025Q2: 5,876 shares; 2025Q3: 12,206 shares; 2025Q4: 12,645 shares; 2026Q1: 14,625 shares 14,625 $1.35M 0.09% +1,980 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,186 shares; 2024Q4: 10,415 shares; 2025Q1: 10,218 shares; 2025Q2: 10,111 shares; 2025Q3: 10,884 shares; 2025Q4: 21,580 shares; 2026Q1: 21,460 shares 21,460 $1.31M 0.09% -120 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,422 shares; 2024Q4: 6,120 shares; 2025Q1: 21,565 shares; 2025Q2: 18,561 shares; 2025Q3: 29,790 shares; 2025Q4: 27,152 shares; 2026Q1: 26,197 shares 26,197 $1.29M 0.08% -955 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,517 shares; 2024Q4: 1,386 shares; 2025Q1: 6,191 shares; 2025Q2: 6,016 shares; 2025Q3: 7,650 shares; 2025Q4: 5,824 shares; 2026Q1: 10,607 shares 10,607 $1.25M 0.08% +4,783 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 2,875 shares; 2025Q1: 2,539 shares; 2025Q2: 2,513 shares; 2025Q3: 2,378 shares; 2025Q4: 2,894 shares; 2026Q1: 2,817 shares 2,817 $1.25M 0.08% -77 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,791 shares; 2024Q4: 9,724 shares; 2025Q1: 8,566 shares; 2025Q2: 9,514 shares; 2025Q3: 22,912 shares; 2025Q4: 17,409 shares; 2026Q1: 12,839 shares 12,839 $1.25M 0.08% -4,570 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,259 shares; 2024Q4: 4,726 shares; 2025Q1: 3,533 shares; 2025Q2: 3,618 shares; 2025Q3: 3,720 shares; 2025Q4: 3,721 shares; 2026Q1: 2,712 shares 2,712 $1.24M 0.08% -1,009 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,539 shares 20,539 $1.2M 0.08% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,834 shares; 2024Q4: 1,134 shares; 2025Q1: 1,016 shares; 2025Q2: 1,898 shares; 2025Q3: 3,574 shares; 2025Q4: 3,851 shares; 2026Q1: 3,310 shares 3,310 $1.18M 0.08% -541 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,463 shares; 2024Q4: 15,463 shares; 2025Q1: 15,466 shares; 2025Q2: 15,466 shares; 2025Q3: 26,698 shares; 2025Q4: 25,410 shares; 2026Q1: 25,320 shares 25,320 $1.18M 0.08% -90 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: 3,426 shares; 2024Q4: 3,121 shares; 2025Q1: 3,303 shares; 2025Q2: 3,423 shares; 2025Q3: 3,252 shares; 2025Q4: 3,276 shares; 2026Q1: 3,453 shares 3,453 $1.18M 0.08% +177 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 6,898 shares; 2025Q1: 6,957 shares; 2025Q2: 6,738 shares; 2025Q3: 6,683 shares; 2025Q4: 6,517 shares; 2026Q1: 6,368 shares 6,368 $1.17M 0.08% -149 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: 6,485 shares; 2024Q4: 6,823 shares; 2025Q1: 7,000 shares; 2025Q2: 7,052 shares; 2025Q3: 7,020 shares; 2025Q4: 6,742 shares; 2026Q1: 7,790 shares 7,790 $1.17M 0.08% +1,048 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: 3,908 shares; 2024Q4: 4,747 shares; 2025Q1: 4,967 shares; 2025Q2: 4,821 shares; 2025Q3: 5,517 shares; 2025Q4: 5,767 shares; 2026Q1: 6,057 shares 6,057 $1.17M 0.08% +290 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: 85,724 shares; 2024Q4: 76,111 shares; 2025Q1: 93,704 shares; 2025Q2: 63,309 shares; 2025Q3: 64,212 shares; 2025Q4: 33,242 shares; 2026Q1: 40,368 shares 40,368 $1.16M 0.08% +7,126 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: 6,081 shares; 2025Q3: 9,442 shares; 2025Q4: 7,501 shares; 2026Q1: 7,966 shares 7,966 $1.15M 0.08% +465 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: 2,606 shares; 2024Q4: 2,128 shares; 2025Q1: not reported; 2025Q2: 2,291 shares; 2025Q3: 2,559 shares; 2025Q4: 2,295 shares; 2026Q1: 4,502 shares 4,502 $1.13M 0.07% +2,207 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: 2,553 shares; 2025Q1: 4,970 shares; 2025Q2: 5,060 shares; 2025Q3: 13,344 shares; 2025Q4: 13,328 shares; 2026Q1: 5,828 shares 5,828 $1.12M 0.07% -7,500 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: 5,821 shares; 2024Q4: 8,395 shares; 2025Q1: 10,082 shares; 2025Q2: 8,053 shares; 2025Q3: 8,096 shares; 2025Q4: 8,031 shares; 2026Q1: 7,999 shares 7,999 $1.11M 0.07% -32 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,002 shares; 2026Q1: 11,958 shares 11,958 $1.09M 0.07% -44 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: 47,431 shares; 2024Q4: 12,862 shares; 2025Q1: 13,597 shares; 2025Q2: 13,602 shares; 2025Q3: 13,499 shares; 2025Q4: 14,066 shares; 2026Q1: 15,505 shares 15,505 $1.07M 0.07% +1,439 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,528 shares; 2025Q2: 20,528 shares; 2025Q3: 268,039 shares; 2025Q4: 268,074 shares; 2026Q1: 20,528 shares 20,528 $1.07M 0.07% -247,546 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 952 shares; 2025Q1: 1,868 shares; 2025Q2: 1,952 shares; 2025Q3: 2,811 shares; 2025Q4: 3,130 shares; 2026Q1: 3,087 shares 3,087 $1.06M 0.07% -43 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: 436 shares; 2024Q4: 582 shares; 2025Q1: 643 shares; 2025Q2: 705 shares; 2025Q3: 795 shares; 2025Q4: 814 shares; 2026Q1: 806 shares 806 $1.06M 0.07% -8 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,461 shares; 2025Q1: 1,430 shares; 2025Q2: 1,502 shares; 2025Q3: 6,124 shares; 2025Q4: 6,544 shares; 2026Q1: 5,306 shares 5,306 $1.05M 0.07% -1,238 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,054 shares; 2024Q4: 5,812 shares; 2025Q1: 5,804 shares; 2025Q2: 5,808 shares; 2025Q3: 5,756 shares; 2025Q4: 5,490 shares; 2026Q1: 5,727 shares 5,727 $1.04M 0.07% +237 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: 43,299 shares; 2024Q4: not reported; 2025Q1: 3,005 shares; 2025Q2: 3,199 shares; 2025Q3: 12,103 shares; 2025Q4: 12,518 shares; 2026Q1: 11,084 shares 11,084 $1.04M 0.07% -1,434 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,058 shares; 2024Q4: 7,811 shares; 2025Q1: 6,754 shares; 2025Q2: 7,371 shares; 2025Q3: 10,374 shares; 2025Q4: 10,340 shares; 2026Q1: 7,057 shares 7,057 $1.04M 0.07% -3,283 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: 366 shares; 2024Q4: 403 shares; 2025Q1: 431 shares; 2025Q2: 411 shares; 2025Q3: 455 shares; 2025Q4: 410 shares; 2026Q1: 700 shares 700 $1.03M 0.07% +290 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,589 shares; 2024Q4: 18,095 shares; 2025Q1: 18,048 shares; 2025Q2: 18,591 shares; 2025Q3: 18,505 shares; 2025Q4: 18,374 shares; 2026Q1: 18,081 shares 18,081 $1.03M 0.07% -293 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,869 shares 10,869 $1.02M 0.07% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,362 shares; 2024Q4: 7,477 shares; 2025Q1: 16,718 shares; 2025Q2: 14,408 shares; 2025Q3: 15,484 shares; 2025Q4: 15,789 shares; 2026Q1: 15,011 shares 15,011 $1.01M 0.07% -778 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,344 shares; 2025Q1: 1,480 shares; 2025Q2: 1,377 shares; 2025Q3: 2,357 shares; 2025Q4: 2,222 shares; 2026Q1: 2,365 shares 2,365 $1.01M 0.07% +143 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,625 shares; 2024Q4: 14,409 shares; 2025Q1: 10,071 shares; 2025Q2: 11,700 shares; 2025Q3: 10,319 shares; 2025Q4: 8,961 shares; 2026Q1: 6,963 shares 6,963 $1.01M 0.07% -1,998 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: 3,127 shares; 2025Q2: 2,769 shares; 2025Q3: 2,701 shares; 2025Q4: 3,302 shares; 2026Q1: 4,178 shares 4,178 $963K 0.06% +876 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,828 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,582 shares; 2025Q4: 12,741 shares; 2026Q1: 12,382 shares 12,382 $955K 0.06% -359 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: 3,207 shares; 2024Q4: 4,274 shares; 2025Q1: 5,235 shares; 2025Q2: 4,713 shares; 2025Q3: 5,640 shares; 2025Q4: 11,628 shares; 2026Q1: 11,040 shares 11,040 $941K 0.06% -588 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: 4,892 shares; 2025Q1: 5,107 shares; 2025Q2: 4,629 shares; 2025Q3: 4,802 shares; 2025Q4: 4,900 shares; 2026Q1: 5,664 shares 5,664 $937K 0.06% +764 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,401 shares; 2026Q1: 12,908 shares 12,908 $935K 0.06% +6,507 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 8,848 shares; 2025Q1: 8,673 shares; 2025Q2: 12,446 shares; 2025Q3: 15,812 shares; 2025Q4: 15,700 shares; 2026Q1: 13,206 shares 13,206 $921K 0.06% -2,494 Timeline VONE 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: 3,039 shares; 2024Q4: 3,058 shares; 2025Q1: 3,058 shares; 2025Q2: 3,076 shares; 2025Q3: 3,085 shares; 2025Q4: 3,093 shares; 2026Q1: 3,103 shares 3,103 $916K 0.06% +10 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,092 shares; 2024Q4: 15,192 shares; 2025Q1: 15,192 shares; 2025Q2: 15,340 shares; 2025Q3: 15,340 shares; 2025Q4: 13,806 shares; 2026Q1: 13,828 shares 13,828 $914K 0.06% +22 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 3,786 shares; 2025Q1: 3,786 shares; 2025Q2: 3,791 shares; 2025Q3: 2,479 shares; 2025Q4: 2,483 shares; 2026Q1: 2,484 shares 2,484 $913K 0.06% +1 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,506 shares; 2025Q1: 2,247 shares; 2025Q2: 2,079 shares; 2025Q3: 3,103 shares; 2025Q4: 3,725 shares; 2026Q1: 3,497 shares 3,497 $910K 0.06% -228 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,619 shares; 2024Q4: 3,152 shares; 2025Q1: 3,338 shares; 2025Q2: 3,227 shares; 2025Q3: 4,824 shares; 2025Q4: 5,051 shares; 2026Q1: 3,830 shares 3,830 $905K 0.06% -1,221 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,072 shares; 2024Q4: 18,322 shares; 2025Q1: 822 shares; 2025Q2: 812 shares; 2025Q3: 957 shares; 2025Q4: 915 shares; 2026Q1: 1,028 shares 1,028 $893K 0.06% +113 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: 1,330 shares; 2024Q4: 1,932 shares; 2025Q1: 2,222 shares; 2025Q2: 2,074 shares; 2025Q3: 1,980 shares; 2025Q4: 1,917 shares; 2026Q1: 1,933 shares 1,933 $891K 0.06% +16 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,674 shares; 2024Q4: 11,168 shares; 2025Q1: 10,229 shares; 2025Q2: 10,230 shares; 2025Q3: 10,374 shares; 2025Q4: 7,112 shares; 2026Q1: 6,970 shares 6,970 $890K 0.06% -142 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 709 shares; 2025Q1: 847 shares; 2025Q2: 951 shares; 2025Q3: 1,511 shares; 2025Q4: 1,505 shares; 2026Q1: 1,643 shares 1,643 $884K 0.06% +138 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,880 shares; 2025Q1: 2,893 shares; 2025Q2: 3,471 shares; 2025Q3: 3,099 shares; 2025Q4: 3,156 shares; 2026Q1: 4,271 shares 4,271 $881K 0.06% +1,115 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,834 shares; 2025Q1: 1,792 shares; 2025Q2: 1,550 shares; 2025Q3: 3,181 shares; 2025Q4: 4,001 shares; 2026Q1: 3,808 shares 3,808 $879K 0.06% -193 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,765 shares 14,765 $878K 0.06% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 3,003 shares; 2025Q1: 2,634 shares; 2025Q2: 2,667 shares; 2025Q3: 3,073 shares; 2025Q4: 2,779 shares; 2026Q1: 2,475 shares 2,475 $871K 0.06% -304 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,247 shares; 2025Q4: 3,222 shares; 2026Q1: 6,668 shares 6,668 $866K 0.06% +3,446 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: 8,200 shares; 2024Q4: 8,429 shares; 2025Q1: 7,440 shares; 2025Q2: 7,472 shares; 2025Q3: 9,149 shares; 2025Q4: 9,871 shares; 2026Q1: 9,248 shares 9,248 $859K 0.06% -623 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,547 shares 11,547 $858K 0.06% new 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: 11,926 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,994 shares; 2025Q3: 21,994 shares; 2025Q4: 21,994 shares; 2026Q1: 21,994 shares 21,994 $855K 0.06% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,262 shares; 2024Q4: 13,586 shares; 2025Q1: 21,946 shares; 2025Q2: 21,946 shares; 2025Q3: 22,451 shares; 2025Q4: 21,945 shares; 2026Q1: 21,946 shares 21,946 $848K 0.06% +1 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,360 shares; 2025Q1: 3,256 shares; 2025Q2: 3,185 shares; 2025Q3: 3,166 shares; 2025Q4: 3,381 shares; 2026Q1: 6,735 shares 6,735 $847K 0.06% +3,354 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,597 shares; 2025Q4: 4,810 shares; 2026Q1: 5,849 shares 5,849 $846K 0.06% +1,039 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: 8,231 shares; 2024Q4: 7,495 shares; 2025Q1: 8,345 shares; 2025Q2: 8,552 shares; 2025Q3: 8,359 shares; 2025Q4: 8,378 shares; 2026Q1: 8,279 shares 8,279 $816K 0.05% -99 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: 3,000 shares; 2025Q1: 2,666 shares; 2025Q2: 2,264 shares; 2025Q3: 9,226 shares; 2025Q4: 10,413 shares; 2026Q1: 6,901 shares 6,901 $808K 0.05% -3,512 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,554 shares 13,554 $807K 0.05% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,301 shares; 2025Q1: 1,270 shares; 2025Q2: 1,575 shares; 2025Q3: 1,528 shares; 2025Q4: 1,625 shares; 2026Q1: 2,585 shares 2,585 $786K 0.05% +960 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,369 shares; 2024Q4: 14,265 shares; 2025Q1: 15,198 shares; 2025Q2: 11,931 shares; 2025Q3: 11,732 shares; 2025Q4: 9,273 shares; 2026Q1: 8,156 shares 8,156 $786K 0.05% -1,117 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,751 shares; 2024Q4: 3,753 shares; 2025Q1: 3,753 shares; 2025Q2: 3,770 shares; 2025Q3: 3,806 shares; 2025Q4: 3,823 shares; 2026Q1: 3,841 shares 3,841 $783K 0.05% +18 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 2,509 shares; 2025Q1: 2,368 shares; 2025Q2: 2,369 shares; 2025Q3: 6,127 shares; 2025Q4: 6,127 shares; 2026Q1: 6,854 shares 6,854 $775K 0.05% +727 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,094 shares; 2025Q1: 1,038 shares; 2025Q2: 1,047 shares; 2025Q3: 975 shares; 2025Q4: 1,399 shares; 2026Q1: 1,397 shares 1,397 $767K 0.05% -2 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: 2,765 shares; 2024Q4: 3,525 shares; 2025Q1: 3,643 shares; 2025Q2: 3,743 shares; 2025Q3: 5,241 shares; 2025Q4: 5,880 shares; 2026Q1: 6,743 shares 6,743 $763K 0.05% +863 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: 3,318 shares; 2025Q3: 5,037 shares; 2025Q4: 4,981 shares; 2026Q1: 4,197 shares 4,197 $762K 0.05% -784 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,132 shares; 2024Q4: 11,175 shares; 2025Q1: 11,042 shares; 2025Q2: 10,676 shares; 2025Q3: 10,298 shares; 2025Q4: 10,337 shares; 2026Q1: 9,947 shares 9,947 $759K 0.05% -390 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: 1,339 shares; 2024Q4: 1,330 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 2,897 shares; 2025Q4: 2,897 shares; 2026Q1: 2,897 shares 2,897 $759K 0.05% 0 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: 7,183 shares; 2024Q4: 1,185 shares; 2025Q1: 1,262 shares; 2025Q2: 1,290 shares; 2025Q3: 1,614 shares; 2025Q4: 2,368 shares; 2026Q1: 2,849 shares 2,849 $758K 0.05% +481 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,376 shares; 2025Q3: 6,661 shares; 2025Q4: 8,319 shares; 2026Q1: 10,351 shares 10,351 $750K 0.05% +2,032 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: 2,115 shares; 2024Q4: 2,407 shares; 2025Q1: 3,602 shares; 2025Q2: 2,449 shares; 2025Q3: 2,473 shares; 2025Q4: 2,647 shares; 2026Q1: 3,772 shares 3,772 $745K 0.05% +1,125 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,913 shares; 2025Q1: 2,380 shares; 2025Q2: not reported; 2025Q3: 1,999 shares; 2025Q4: 4,186 shares; 2026Q1: 5,883 shares 5,883 $743K 0.05% +1,697 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,604 shares; 2025Q1: 1,333 shares; 2025Q2: 1,282 shares; 2025Q3: 1,909 shares; 2025Q4: 1,923 shares; 2026Q1: 2,312 shares 2,312 $741K 0.05% +389 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: 940 shares; 2025Q1: 1,363 shares; 2025Q2: 1,044 shares; 2025Q3: 4,625 shares; 2025Q4: 4,767 shares; 2026Q1: 1,759 shares 1,759 $733K 0.05% -3,008 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,987 shares; 2025Q3: 5,987 shares; 2025Q4: 6,747 shares; 2026Q1: 7,054 shares 7,054 $732K 0.05% +307 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 789 shares; 2025Q1: 1,128 shares; 2025Q2: 957 shares; 2025Q3: 1,328 shares; 2025Q4: 2,075 shares; 2026Q1: 3,021 shares 3,021 $731K 0.05% +946 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,866 shares; 2025Q1: 4,514 shares; 2025Q2: 4,082 shares; 2025Q3: 6,213 shares; 2025Q4: 8,212 shares; 2026Q1: 8,981 shares 8,981 $719K 0.05% +769 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,148 shares; 2025Q4: 1,956 shares; 2026Q1: 3,131 shares 3,131 $715K 0.05% +1,175 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,589 shares; 2025Q4: 5,525 shares; 2026Q1: 7,132 shares 7,132 $715K 0.05% +1,607 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: 10,048 shares; 2024Q4: 8,425 shares; 2025Q1: 7,912 shares; 2025Q2: 8,021 shares; 2025Q3: 9,375 shares; 2025Q4: 3,843 shares; 2026Q1: 3,665 shares 3,665 $711K 0.05% -178 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 778 shares; 2025Q3: 1,334 shares; 2025Q4: 1,595 shares; 2026Q1: 2,066 shares 2,066 $711K 0.05% +471 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 825 shares; 2025Q1: 872 shares; 2025Q2: 803 shares; 2025Q3: 1,591 shares; 2025Q4: 1,513 shares; 2026Q1: 1,445 shares 1,445 $710K 0.05% -68 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 2,825 shares; 2025Q1: 2,685 shares; 2025Q2: 2,752 shares; 2025Q3: 3,828 shares; 2025Q4: 2,693 shares; 2026Q1: 2,614 shares 2,614 $707K 0.05% -79 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,685 shares; 2025Q1: 1,697 shares; 2025Q2: 1,689 shares; 2025Q3: 1,885 shares; 2025Q4: 2,103 shares; 2026Q1: 3,049 shares 3,049 $701K 0.05% +946 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,073 shares; 2025Q1: 3,910 shares; 2025Q2: 3,789 shares; 2025Q3: 3,648 shares; 2025Q4: 3,663 shares; 2026Q1: 5,304 shares 5,304 $695K 0.05% +1,641 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,798 shares; 2025Q3: 6,581 shares; 2025Q4: 7,148 shares; 2026Q1: 6,729 shares 6,729 $689K 0.05% -419 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: 2,722 shares; 2024Q4: 2,925 shares; 2025Q1: 2,767 shares; 2025Q2: 4,044 shares; 2025Q3: 4,426 shares; 2025Q4: 6,053 shares; 2026Q1: 5,663 shares 5,663 $686K 0.05% -390 Timeline EMB 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: 7,690 shares; 2024Q4: 6,106 shares; 2025Q1: 7,276 shares; 2025Q2: 7,276 shares; 2025Q3: 7,276 shares; 2025Q4: 7,276 shares; 2026Q1: 7,276 shares 7,276 $683K 0.04% 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: 609 shares; 2024Q4: 621 shares; 2025Q1: 650 shares; 2025Q2: 660 shares; 2025Q3: 1,280 shares; 2025Q4: 661 shares; 2026Q1: 758 shares 758 $679K 0.04% +97 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,285 shares; 2025Q1: 1,710 shares; 2025Q2: 1,475 shares; 2025Q3: 1,615 shares; 2025Q4: 1,684 shares; 2026Q1: 1,694 shares 1,694 $674K 0.04% +10 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,663 shares; 2024Q4: 6,221 shares; 2025Q1: 8,074 shares; 2025Q2: 8,191 shares; 2025Q3: 12,082 shares; 2025Q4: 10,692 shares; 2026Q1: 6,479 shares 6,479 $665K 0.04% -4,213 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 573 shares; 2025Q4: 775 shares; 2026Q1: 976 shares 976 $665K 0.04% +201 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,786 shares; 2025Q4: 2,204 shares; 2026Q1: 2,428 shares 2,428 $657K 0.04% +224 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,300 shares; 2025Q4: 20,204 shares; 2026Q1: 30,906 shares 30,906 $656K 0.04% +10,702 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,792 shares; 2025Q4: 13,618 shares; 2026Q1: 14,843 shares 14,843 $650K 0.04% +1,225 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 951 shares; 2025Q1: 1,208 shares; 2025Q2: 1,160 shares; 2025Q3: 1,867 shares; 2025Q4: 2,284 shares; 2026Q1: 1,883 shares 1,883 $650K 0.04% -401 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 598 shares; 2025Q2: not reported; 2025Q3: 580 shares; 2025Q4: 1,181 shares; 2026Q1: 1,784 shares 1,784 $648K 0.04% +603 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,443 shares; 2024Q4: 13,372 shares; 2025Q1: 13,375 shares; 2025Q2: 13,375 shares; 2025Q3: 13,375 shares; 2025Q4: 8,739 shares; 2026Q1: 8,739 shares 8,739 $646K 0.04% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 3,380 shares; 2025Q1: 3,557 shares; 2025Q2: 3,516 shares; 2025Q3: 3,393 shares; 2025Q4: 3,320 shares; 2026Q1: 4,926 shares 4,926 $645K 0.04% +1,606 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 346 shares; 2025Q1: 421 shares; 2025Q2: 425 shares; 2025Q3: 618 shares; 2025Q4: 583 shares; 2026Q1: 585 shares 585 $638K 0.04% +2 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,793 shares; 2025Q4: 2,316 shares; 2026Q1: 3,443 shares 3,443 $637K 0.04% +1,127 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: 7,186 shares; 2024Q4: 7,153 shares; 2025Q1: 7,200 shares; 2025Q2: 7,147 shares; 2025Q3: 6,999 shares; 2025Q4: 7,138 shares; 2026Q1: 7,157 shares 7,157 $635K 0.04% +19 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,864 shares; 2025Q4: 6,470 shares; 2026Q1: 7,711 shares 7,711 $634K 0.04% +1,241 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 869 shares; 2025Q4: 916 shares; 2026Q1: 1,201 shares 1,201 $628K 0.04% +285 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: 591 shares; 2024Q4: 668 shares; 2025Q1: 625 shares; 2025Q2: 666 shares; 2025Q3: 1,351 shares; 2025Q4: 4,357 shares; 2026Q1: 5,954 shares 5,954 $627K 0.04% +1,597 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,311 shares; 2024Q4: 10,681 shares; 2025Q1: 10,585 shares; 2025Q2: 10,420 shares; 2025Q3: 9,887 shares; 2025Q4: 6,809 shares; 2026Q1: 6,734 shares 6,734 $626K 0.04% -75 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,684 shares; 2025Q1: 3,684 shares; 2025Q2: 3,684 shares; 2025Q3: 4,514 shares; 2025Q4: 4,514 shares; 2026Q1: 4,514 shares 4,514 $625K 0.04% 0 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: 473 shares; 2024Q4: 693 shares; 2025Q1: 695 shares; 2025Q2: 705 shares; 2025Q3: 1,454 shares; 2025Q4: 1,469 shares; 2026Q1: 712 shares 712 $616K 0.04% -757 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 966 shares; 2025Q4: 1,699 shares; 2026Q1: 2,144 shares 2,144 $615K 0.04% +445 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: 3,152 shares; 2024Q4: 4,222 shares; 2025Q1: 4,665 shares; 2025Q2: 3,972 shares; 2025Q3: 5,569 shares; 2025Q4: 5,315 shares; 2026Q1: 3,952 shares 3,952 $614K 0.04% -1,363 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: 775 shares; 2024Q4: 862 shares; 2025Q1: 760 shares; 2025Q2: 998 shares; 2025Q3: 1,002 shares; 2025Q4: 954 shares; 2026Q1: 1,417 shares 1,417 $613K 0.04% +463 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: 1,179 shares; 2024Q4: 1,042 shares; 2025Q1: 1,216 shares; 2025Q2: 1,219 shares; 2025Q3: 1,479 shares; 2025Q4: 1,418 shares; 2026Q1: 1,233 shares 1,233 $611K 0.04% -185 Timeline MUU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $602K 0.04% new Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,449 shares; 2025Q4: 6,743 shares; 2026Q1: 8,679 shares 8,679 $600K 0.04% +1,936 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,788 shares; 2024Q4: 13,789 shares; 2025Q1: 13,789 shares; 2025Q2: 13,789 shares; 2025Q3: 13,788 shares; 2025Q4: 12,964 shares; 2026Q1: 12,964 shares 12,964 $598K 0.04% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,689 shares; 2024Q4: 3,618 shares; 2025Q1: 4,404 shares; 2025Q2: 4,812 shares; 2025Q3: 6,210 shares; 2025Q4: 5,787 shares; 2026Q1: 7,024 shares 7,024 $595K 0.04% +1,237 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,521 shares; 2025Q2: 1,754 shares; 2025Q3: 2,157 shares; 2025Q4: 2,535 shares; 2026Q1: 2,336 shares 2,336 $582K 0.04% -199 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,197 shares; 2025Q1: 1,100 shares; 2025Q2: 1,180 shares; 2025Q3: 1,727 shares; 2025Q4: 1,686 shares; 2026Q1: 1,822 shares 1,822 $580K 0.04% +136 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,711 shares; 2026Q1: 4,572 shares 4,572 $579K 0.04% +1,861 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,984 shares; 2026Q1: 5,133 shares 5,133 $578K 0.04% +1,149 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,509 shares; 2025Q1: not reported; 2025Q2: 4,277 shares; 2025Q3: 4,903 shares; 2025Q4: 8,722 shares; 2026Q1: 8,648 shares 8,648 $575K 0.04% -74 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 3,078 shares; 2025Q1: 3,806 shares; 2025Q2: 3,543 shares; 2025Q3: 3,541 shares; 2025Q4: 3,537 shares; 2026Q1: 2,923 shares 2,923 $574K 0.04% -614 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,001 shares; 2026Q1: 788 shares 788 $574K 0.04% -213 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,207 shares; 2025Q4: 10,012 shares; 2026Q1: 11,391 shares 11,391 $569K 0.04% +1,379 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 1,982 shares; 2025Q2: 2,639 shares; 2025Q3: 2,639 shares; 2025Q4: 1,314 shares; 2026Q1: 2,639 shares 2,639 $568K 0.04% +1,325 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: 1,043 shares; 2024Q4: 1,043 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 1,897 shares; 2025Q4: 1,897 shares; 2026Q1: 1,897 shares 1,897 $567K 0.04% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,929 shares; 2024Q4: 4,467 shares; 2025Q1: 4,469 shares; 2025Q2: 4,478 shares; 2025Q3: 4,478 shares; 2025Q4: 4,200 shares; 2026Q1: 4,152 shares 4,152 $562K 0.04% -48 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: not reported; 2025Q1: 5,340 shares; 2025Q2: 4,434 shares; 2025Q3: 6,154 shares; 2025Q4: 7,205 shares; 2026Q1: 8,519 shares 8,519 $562K 0.04% +1,314 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,562 shares; 2025Q1: 3,515 shares; 2025Q2: 3,635 shares; 2025Q3: 3,883 shares; 2025Q4: 3,605 shares; 2026Q1: 3,876 shares 3,876 $555K 0.04% +271 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,075 shares 18,075 $555K 0.04% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,440 shares; 2025Q3: 1,512 shares; 2025Q4: 1,950 shares; 2026Q1: 2,615 shares 2,615 $554K 0.04% +665 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,011 shares; 2025Q4: 1,159 shares; 2026Q1: 1,168 shares 1,168 $553K 0.04% +9 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,809 shares; 2025Q2: not reported; 2025Q3: 9,182 shares; 2025Q4: 10,848 shares; 2026Q1: 15,633 shares 15,633 $551K 0.04% +4,785 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,985 shares; 2025Q4: 8,990 shares; 2026Q1: 13,082 shares 13,082 $550K 0.04% +4,092 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,170 shares; 2024Q4: 21,362 shares; 2025Q1: 21,368 shares; 2025Q2: 21,374 shares; 2025Q3: 21,379 shares; 2025Q4: 21,384 shares; 2026Q1: 21,390 shares 21,390 $548K 0.04% +6 Timeline MAS MASCO CORP More: the full row for MASCO 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: 3,687 shares; 2025Q3: 6,967 shares; 2025Q4: 7,005 shares; 2026Q1: 9,056 shares 9,056 $547K 0.04% +2,051 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,408 shares 1,408 $547K 0.04% new 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: 999 shares; 2024Q4: 1,101 shares; 2025Q1: 1,119 shares; 2025Q2: 1,189 shares; 2025Q3: 2,513 shares; 2025Q4: 3,200 shares; 2026Q1: 2,277 shares 2,277 $545K 0.04% -923 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,099 shares; 2025Q3: 2,482 shares; 2025Q4: 2,619 shares; 2026Q1: 2,604 shares 2,604 $544K 0.04% -15 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,424 shares; 2025Q1: 2,523 shares; 2025Q2: 2,587 shares; 2025Q3: 3,449 shares; 2025Q4: 3,222 shares; 2026Q1: 2,606 shares 2,606 $543K 0.04% -616 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 791 shares; 2025Q1: 813 shares; 2025Q2: 862 shares; 2025Q3: 1,444 shares; 2025Q4: 1,659 shares; 2026Q1: 956 shares 956 $539K 0.04% -703 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,343 shares; 2025Q3: 5,197 shares; 2025Q4: 5,249 shares; 2026Q1: 7,488 shares 7,488 $538K 0.04% +2,239 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 2,613 shares; 2026Q1: 3,100 shares 3,100 $535K 0.04% +487 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,291 shares; 2025Q3: 1,864 shares; 2025Q4: 1,773 shares; 2026Q1: 2,012 shares 2,012 $534K 0.04% +239 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,987 shares; 2025Q4: 6,159 shares; 2026Q1: 8,898 shares 8,898 $534K 0.04% +2,739 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,300 shares; 2025Q4: 6,466 shares; 2026Q1: 7,773 shares 7,773 $530K 0.03% +1,307 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: 3,043 shares; 2024Q4: 2,880 shares; 2025Q1: 1,889 shares; 2025Q2: 1,917 shares; 2025Q3: 1,849 shares; 2025Q4: 1,834 shares; 2026Q1: 2,499 shares 2,499 $528K 0.03% +665 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,348 shares; 2025Q4: 1,608 shares; 2026Q1: 2,253 shares 2,253 $523K 0.03% +645 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,590 shares; 2025Q2: not reported; 2025Q3: 8,940 shares; 2025Q4: 10,330 shares; 2026Q1: 8,150 shares 8,150 $522K 0.03% -2,180 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 1,160 shares; 2025Q1: 1,343 shares; 2025Q2: 1,357 shares; 2025Q3: 1,613 shares; 2025Q4: 1,363 shares; 2026Q1: 1,935 shares 1,935 $515K 0.03% +572 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: 7,005 shares; 2024Q4: 6,696 shares; 2025Q1: 7,174 shares; 2025Q2: 7,388 shares; 2025Q3: 7,962 shares; 2025Q4: 6,950 shares; 2026Q1: 11,360 shares 11,360 $514K 0.03% +4,410 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,168 shares; 2025Q1: 1,200 shares; 2025Q2: 1,417 shares; 2025Q3: 1,306 shares; 2025Q4: 1,235 shares; 2026Q1: 1,441 shares 1,441 $513K 0.03% +206 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: 5,521 shares; 2024Q4: 7,302 shares; 2025Q1: 6,587 shares; 2025Q2: 6,176 shares; 2025Q3: 6,778 shares; 2025Q4: 6,366 shares; 2026Q1: 3,864 shares 3,864 $506K 0.03% -2,502 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: 1,989 shares; 2024Q4: 3,876 shares; 2025Q1: 6,553 shares; 2025Q2: 5,743 shares; 2025Q3: 8,785 shares; 2025Q4: 8,151 shares; 2026Q1: 3,900 shares 3,900 $501K 0.03% -4,251 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: 1,988 shares; 2024Q4: 2,187 shares; 2025Q1: 2,128 shares; 2025Q2: 2,114 shares; 2025Q3: 2,346 shares; 2025Q4: 2,345 shares; 2026Q1: 2,067 shares 2,067 $501K 0.03% -278 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 816 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,646 shares; 2025Q4: 1,556 shares; 2026Q1: 1,982 shares 1,982 $497K 0.03% +426 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,761 shares; 2024Q4: 5,585 shares; 2025Q1: 3,896 shares; 2025Q2: 4,227 shares; 2025Q3: 5,410 shares; 2025Q4: 4,240 shares; 2026Q1: 6,277 shares 6,277 $493K 0.03% +2,037 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,903 shares; 2025Q2: 4,142 shares; 2025Q3: 5,920 shares; 2025Q4: 6,801 shares; 2026Q1: 10,748 shares 10,748 $492K 0.03% +3,947 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,161 shares; 2025Q4: 1,297 shares; 2026Q1: 1,736 shares 1,736 $490K 0.03% +439 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: 696 shares; 2024Q4: 1,111 shares; 2025Q1: 849 shares; 2025Q2: 894 shares; 2025Q3: 1,025 shares; 2025Q4: 1,003 shares; 2026Q1: 1,246 shares 1,246 $488K 0.03% +243 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 860 shares; 2025Q1: 886 shares; 2025Q2: 968 shares; 2025Q3: 1,445 shares; 2025Q4: 805 shares; 2026Q1: 1,679 shares 1,679 $486K 0.03% +874 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 904 shares; 2025Q1: not reported; 2025Q2: 1,099 shares; 2025Q3: 1,193 shares; 2025Q4: 1,244 shares; 2026Q1: 1,625 shares 1,625 $485K 0.03% +381 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,370 shares 3,370 $480K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,227 shares; 2025Q4: 2,577 shares; 2026Q1: 3,785 shares 3,785 $479K 0.03% +1,208 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,266 shares; 2025Q1: 9,302 shares; 2025Q2: 9,302 shares; 2025Q3: 9,302 shares; 2025Q4: 6,950 shares; 2026Q1: 6,978 shares 6,978 $478K 0.03% +28 Timeline YETI YETI HLDGS INC More: the full row for YETI 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: 10,309 shares; 2025Q4: 9,016 shares; 2026Q1: 12,993 shares 12,993 $475K 0.03% +3,977 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,766 shares 12,766 $475K 0.03% new Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,552 shares; 2025Q4: 8,552 shares; 2026Q1: 8,552 shares 8,552 $474K 0.03% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,431 shares 6,431 $474K 0.03% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,893 shares; 2025Q1: 4,950 shares; 2025Q2: 4,719 shares; 2025Q3: 6,081 shares; 2025Q4: 5,781 shares; 2026Q1: 4,902 shares 4,902 $473K 0.03% -879 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,956 shares; 2025Q4: 3,033 shares; 2026Q1: 5,168 shares 5,168 $470K 0.03% +2,135 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,470 shares; 2025Q4: 2,376 shares; 2026Q1: 2,565 shares 2,565 $468K 0.03% +189 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,030 shares; 2025Q3: 18,030 shares; 2025Q4: 18,030 shares; 2026Q1: 13,676 shares 13,676 $465K 0.03% -4,354 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,435 shares; 2025Q1: 2,498 shares; 2025Q2: 2,525 shares; 2025Q3: 2,526 shares; 2025Q4: 2,501 shares; 2026Q1: 2,750 shares 2,750 $464K 0.03% +249 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,573 shares 2,573 $464K 0.03% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,920 shares; 2024Q4: 4,884 shares; 2025Q1: 4,884 shares; 2025Q2: 4,579 shares; 2025Q3: 5,265 shares; 2025Q4: 4,819 shares; 2026Q1: 4,579 shares 4,579 $461K 0.03% -240 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 831 shares; 2025Q1: 860 shares; 2025Q2: 868 shares; 2025Q3: 1,092 shares; 2025Q4: 965 shares; 2026Q1: 759 shares 759 $459K 0.03% -206 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,369 shares; 2025Q4: 6,897 shares; 2026Q1: 7,741 shares 7,741 $457K 0.03% +844 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,125 shares; 2025Q4: 5,330 shares; 2026Q1: 7,926 shares 7,926 $457K 0.03% +2,596 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,356 shares; 2026Q1: 3,839 shares 3,839 $455K 0.03% -517 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 2,589 shares; 2025Q1: 2,514 shares; 2025Q2: 2,538 shares; 2025Q3: 2,563 shares; 2025Q4: 2,608 shares; 2026Q1: 2,628 shares 2,628 $452K 0.03% +20 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 2,283 shares; 2025Q1: 2,781 shares; 2025Q2: 2,812 shares; 2025Q3: 4,394 shares; 2025Q4: 5,702 shares; 2026Q1: 3,836 shares 3,836 $451K 0.03% -1,866 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,312 shares; 2025Q1: 2,557 shares; 2025Q2: 3,222 shares; 2025Q3: 4,398 shares; 2025Q4: 3,538 shares; 2026Q1: 4,352 shares 4,352 $451K 0.03% +814 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 546 shares; 2025Q1: 547 shares; 2025Q2: 369 shares; 2025Q3: 533 shares; 2025Q4: 560 shares; 2026Q1: 471 shares 471 $450K 0.03% -89 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,122 shares; 2026Q1: 3,215 shares 3,215 $449K 0.03% +1,093 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,839 shares 2,839 $449K 0.03% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,211 shares; 2025Q4: 4,085 shares; 2026Q1: 4,862 shares 4,862 $448K 0.03% +777 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,183 shares; 2025Q2: 1,327 shares; 2025Q3: 1,670 shares; 2025Q4: 1,612 shares; 2026Q1: 1,829 shares 1,829 $448K 0.03% +217 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,807 shares; 2024Q4: 10,445 shares; 2025Q1: 10,261 shares; 2025Q2: 10,983 shares; 2025Q3: 12,586 shares; 2025Q4: 11,422 shares; 2026Q1: 19,851 shares 19,851 $447K 0.03% +8,429 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,191 shares; 2024Q4: 3,580 shares; 2025Q1: 2,380 shares; 2025Q2: 1,555 shares; 2025Q3: 2,329 shares; 2025Q4: 1,983 shares; 2026Q1: 1,536 shares 1,536 $446K 0.03% -447 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,750 shares; 2026Q1: 6,135 shares 6,135 $445K 0.03% +2,385 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,410 shares; 2025Q4: 6,464 shares; 2026Q1: 7,691 shares 7,691 $445K 0.03% +1,227 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: 1,967 shares; 2024Q4: 1,935 shares; 2025Q1: 1,968 shares; 2025Q2: 1,928 shares; 2025Q3: 1,961 shares; 2025Q4: 1,907 shares; 2026Q1: 2,118 shares 2,118 $445K 0.03% +211 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,435 shares; 2025Q4: 7,476 shares; 2026Q1: 5,954 shares 5,954 $443K 0.03% -1,522 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,305 shares; 2025Q4: not reported; 2026Q1: 1,917 shares 1,917 $442K 0.03% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,896 shares; 2025Q1: 2,087 shares; 2025Q2: 2,025 shares; 2025Q3: 2,115 shares; 2025Q4: 1,358 shares; 2026Q1: 1,652 shares 1,652 $441K 0.03% +294 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,292 shares; 2026Q1: 2,299 shares 2,299 $438K 0.03% +1,007 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: 1,140 shares; 2024Q4: 1,747 shares; 2025Q1: 2,035 shares; 2025Q2: 1,672 shares; 2025Q3: 2,211 shares; 2025Q4: 2,093 shares; 2026Q1: 1,802 shares 1,802 $437K 0.03% -291 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: 5,330 shares; 2024Q4: 5,848 shares; 2025Q1: 5,834 shares; 2025Q2: 6,043 shares; 2025Q3: 5,366 shares; 2025Q4: 5,585 shares; 2026Q1: 5,818 shares 5,818 $433K 0.03% +233 Timeline EIS 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: 4,457 shares; 2024Q4: 4,489 shares; 2025Q1: 4,489 shares; 2025Q2: 4,514 shares; 2025Q3: 4,514 shares; 2025Q4: 3,719 shares; 2026Q1: 3,720 shares 3,720 $432K 0.03% +1 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,098 shares; 2026Q1: 3,035 shares 3,035 $428K 0.03% +937 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: 1,635 shares; 2024Q4: 1,673 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,710 shares; 2026Q1: 3,098 shares 3,098 $423K 0.03% +1,388 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,462 shares 8,462 $422K 0.03% new Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI 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: 140,697 shares 140,697 $422K 0.03% new Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,638 shares; 2025Q4: 6,172 shares; 2026Q1: 8,196 shares 8,196 $421K 0.03% +2,024 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,538 shares 1,538 $421K 0.03% new Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,628 shares; 2026Q1: 15,946 shares 15,946 $420K 0.03% +5,318 Timeline MAN MANPOWERGROUP INC WIS More: the full row for MANPOWERGROUP INC WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,224 shares 14,224 $419K 0.03% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,941 shares; 2026Q1: 5,928 shares 5,928 $411K 0.03% +1,987 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,315 shares; 2025Q1: 1,232 shares; 2025Q2: 1,263 shares; 2025Q3: 1,223 shares; 2025Q4: 1,211 shares; 2026Q1: 1,303 shares 1,303 $409K 0.03% +92 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,123 shares; 2026Q1: 8,333 shares 8,333 $408K 0.03% +2,210 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 897 shares; 2025Q3: 1,029 shares; 2025Q4: 1,168 shares; 2026Q1: 2,701 shares 2,701 $407K 0.03% +1,533 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,086 shares; 2026Q1: 9,151 shares 9,151 $406K 0.03% +4,065 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,824 shares; 2024Q4: 4,407 shares; 2025Q1: 2,793 shares; 2025Q2: 2,755 shares; 2025Q3: 3,149 shares; 2025Q4: 3,376 shares; 2026Q1: 2,679 shares 2,679 $406K 0.03% -697 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,535 shares; 2026Q1: 3,321 shares 3,321 $406K 0.03% +1,786 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,122 shares 1,122 $403K 0.03% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 1,414 shares; 2025Q1: 2,359 shares; 2025Q2: 1,959 shares; 2025Q3: 2,173 shares; 2025Q4: 637 shares; 2026Q1: 519 shares 519 $401K 0.03% -118 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 652 shares; 2026Q1: 997 shares 997 $398K 0.03% +345 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,935 shares; 2026Q1: 5,114 shares 5,114 $396K 0.03% +1,179 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,507 shares; 2024Q4: 3,802 shares; 2025Q1: 3,637 shares; 2025Q2: 4,369 shares; 2025Q3: 5,278 shares; 2025Q4: 5,326 shares; 2026Q1: 4,391 shares 4,391 $396K 0.03% -935 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,996 shares; 2026Q1: 8,017 shares 8,017 $393K 0.03% +2,021 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: 4,073 shares; 2024Q4: 4,168 shares; 2025Q1: 3,333 shares; 2025Q2: 3,112 shares; 2025Q3: 5,325 shares; 2025Q4: 6,460 shares; 2026Q1: 4,525 shares 4,525 $392K 0.03% -1,935 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,646 shares; 2025Q4: 6,456 shares; 2026Q1: 7,514 shares 7,514 $391K 0.03% +1,058 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,335 shares; 2025Q4: 18,135 shares; 2026Q1: 23,232 shares 23,232 $388K 0.03% +5,097 Timeline CRBN 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: 2,066 shares; 2024Q4: 2,090 shares; 2025Q1: 2,090 shares; 2025Q2: 2,107 shares; 2025Q3: 2,107 shares; 2025Q4: 1,743 shares; 2026Q1: 1,743 shares 1,743 $388K 0.03% 0 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,056 shares; 2024Q4: 5,204 shares; 2025Q1: 9,204 shares; 2025Q2: not reported; 2025Q3: 6,589 shares; 2025Q4: 5,889 shares; 2026Q1: 5,889 shares 5,889 $388K 0.03% 0 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,497 shares; 2026Q1: 15,249 shares 15,249 $387K 0.03% +5,752 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,180 shares; 2025Q1: 1,171 shares; 2025Q2: 1,175 shares; 2025Q3: 999 shares; 2025Q4: 952 shares; 2026Q1: 1,403 shares 1,403 $386K 0.03% +451 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,974 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,600 shares; 2026Q1: 3,124 shares 3,124 $385K 0.03% +524 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,496 shares; 2026Q1: 4,710 shares 4,710 $384K 0.03% +2,214 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,377 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,904 shares; 2026Q1: 17,054 shares 17,054 $384K 0.03% +7,150 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,003 shares; 2025Q4: not reported; 2026Q1: 8,000 shares 8,000 $383K 0.03% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 994 shares; 2025Q2: 987 shares; 2025Q3: 986 shares; 2025Q4: 1,109 shares; 2026Q1: 1,295 shares 1,295 $382K 0.03% +186 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,053 shares; 2025Q2: 2,203 shares; 2025Q3: 2,405 shares; 2025Q4: 2,312 shares; 2026Q1: 2,293 shares 2,293 $381K 0.02% -19 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,687 shares; 2024Q4: 25,349 shares; 2025Q1: 25,360 shares; 2025Q2: 25,360 shares; 2025Q3: 25,359 shares; 2025Q4: 14,950 shares; 2026Q1: 14,955 shares 14,955 $376K 0.02% +5 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS 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: 2,937 shares; 2026Q1: 4,948 shares 4,948 $374K 0.02% +2,011 Timeline PVLA PALVELLA THERAPEUTICS INC NE More: the full row for PALVELLA THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $374K 0.02% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,682 shares; 2024Q4: 3,735 shares; 2025Q1: 3,732 shares; 2025Q2: 2,784 shares; 2025Q3: 3,291 shares; 2025Q4: 3,268 shares; 2026Q1: 3,242 shares 3,242 $373K 0.02% -26 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: not reported; 2025Q2: not reported; 2025Q3: 1,615 shares; 2025Q4: 1,863 shares; 2026Q1: 2,269 shares 2,269 $372K 0.02% +406 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,090 shares; 2026Q1: 15,248 shares 15,248 $372K 0.02% +1,158 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,871 shares; 2024Q4: 21,885 shares; 2025Q1: 28,983 shares; 2025Q2: 30,948 shares; 2025Q3: 29,539 shares; 2025Q4: 12,811 shares; 2026Q1: 17,305 shares 17,305 $372K 0.02% +4,494 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,269 shares; 2025Q4: 4,088 shares; 2026Q1: 4,370 shares 4,370 $371K 0.02% +282 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343 shares; 2025Q4: 369 shares; 2026Q1: 656 shares 656 $369K 0.02% +287 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,530 shares; 2024Q4: 8,530 shares; 2025Q1: 8,530 shares; 2025Q2: 8,530 shares; 2025Q3: 8,530 shares; 2025Q4: 8,530 shares; 2026Q1: 8,530 shares 8,530 $368K 0.02% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,479 shares 1,479 $367K 0.02% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 1,801 shares; 2025Q1: 2,233 shares; 2025Q2: 2,296 shares; 2025Q3: 2,502 shares; 2025Q4: 2,310 shares; 2026Q1: 2,331 shares 2,331 $367K 0.02% +21 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: not reported; 2024Q4: 4,753 shares; 2025Q1: 4,928 shares; 2025Q2: 4,880 shares; 2025Q3: 4,457 shares; 2025Q4: 4,496 shares; 2026Q1: 4,421 shares 4,421 $365K 0.02% -75 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,740 shares; 2025Q1: 44,940 shares; 2025Q2: 23,740 shares; 2025Q3: 21,834 shares; 2025Q4: 15,834 shares; 2026Q1: 18,825 shares 18,825 $363K 0.02% +2,991 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,410 shares; 2025Q1: 3,418 shares; 2025Q2: 3,429 shares; 2025Q3: 3,440 shares; 2025Q4: 2,816 shares; 2026Q1: 2,824 shares 2,824 $361K 0.02% +8 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: 39,762 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,643 shares; 2025Q4: 2,527 shares; 2026Q1: 2,840 shares 2,840 $359K 0.02% +313 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,248 shares; 2025Q4: not reported; 2026Q1: 2,099 shares 2,099 $357K 0.02% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 325 shares; 2025Q1: 331 shares; 2025Q2: 356 shares; 2025Q3: 295 shares; 2025Q4: 544 shares; 2026Q1: 489 shares 489 $356K 0.02% -55 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,444 shares; 2026Q1: 5,889 shares 5,889 $355K 0.02% +1,445 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,201 shares; 2025Q2: not reported; 2025Q3: 9,339 shares; 2025Q4: 9,962 shares; 2026Q1: 10,399 shares 10,399 $355K 0.02% +437 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,314 shares; 2026Q1: 3,748 shares 3,748 $355K 0.02% +1,434 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 4,153 shares; 2025Q1: 4,115 shares; 2025Q2: 4,080 shares; 2025Q3: 3,859 shares; 2025Q4: 3,858 shares; 2026Q1: 4,316 shares 4,316 $353K 0.02% +458 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 728 shares; 2025Q1: 707 shares; 2025Q2: 735 shares; 2025Q3: 716 shares; 2025Q4: 593 shares; 2026Q1: 1,205 shares 1,205 $353K 0.02% +612 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,035 shares; 2026Q1: 1,611 shares 1,611 $353K 0.02% +576 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,495 shares; 2026Q1: 2,642 shares 2,642 $350K 0.02% +147 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,608 shares; 2026Q1: 5,642 shares 5,642 $349K 0.02% +1,034 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,992 shares; 2024Q4: 18,992 shares; 2025Q1: 18,992 shares; 2025Q2: 18,992 shares; 2025Q3: 18,992 shares; 2025Q4: 18,992 shares; 2026Q1: 18,992 shares 18,992 $349K 0.02% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,743 shares 2,743 $346K 0.02% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,479 shares 2,479 $344K 0.02% new Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,561 shares; 2025Q4: 2,943 shares; 2026Q1: 3,522 shares 3,522 $344K 0.02% +579 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,165 shares 13,165 $344K 0.02% new Timeline AGCO AGCO CORP More: the full row for AGCO 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: 2,256 shares; 2026Q1: 2,952 shares 2,952 $342K 0.02% +696 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,798 shares; 2025Q4: 3,819 shares; 2026Q1: 3,149 shares 3,149 $342K 0.02% -670 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: 20,066 shares; 2024Q4: 17,334 shares; 2025Q1: 19,064 shares; 2025Q2: 19,064 shares; 2025Q3: 25,022 shares; 2025Q4: 22,446 shares; 2026Q1: 16,488 shares 16,488 $337K 0.02% -5,958 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,723 shares; 2025Q4: 4,959 shares; 2026Q1: 4,526 shares 4,526 $334K 0.02% -433 Timeline ITEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,874 shares; 2025Q1: 6,874 shares; 2025Q2: 6,874 shares; 2025Q3: 6,874 shares; 2025Q4: 5,785 shares; 2026Q1: 5,785 shares 5,785 $333K 0.02% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 1,293 shares; 2025Q1: 1,318 shares; 2025Q2: 1,092 shares; 2025Q3: 2,405 shares; 2025Q4: 2,583 shares; 2026Q1: 1,756 shares 1,756 $333K 0.02% -827 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,905 shares; 2025Q1: 2,063 shares; 2025Q2: 2,545 shares; 2025Q3: 2,927 shares; 2025Q4: not reported; 2026Q1: 3,114 shares 3,114 $333K 0.02% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,397 shares; 2025Q2: 2,416 shares; 2025Q3: 3,288 shares; 2025Q4: 3,349 shares; 2026Q1: 4,417 shares 4,417 $332K 0.02% +1,068 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,263 shares; 2025Q4: 7,499 shares; 2026Q1: 13,074 shares 13,074 $332K 0.02% +5,575 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY 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: 1,686 shares; 2025Q4: not reported; 2026Q1: 2,269 shares 2,269 $332K 0.02% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,545 shares; 2025Q1: 2,283 shares; 2025Q2: 2,307 shares; 2025Q3: 2,308 shares; 2025Q4: 2,044 shares; 2026Q1: 2,045 shares 2,045 $331K 0.02% +1 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,648 shares; 2025Q2: 4,974 shares; 2025Q3: 13,602 shares; 2025Q4: 15,383 shares; 2026Q1: 8,878 shares 8,878 $331K 0.02% -6,505 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,506 shares; 2025Q4: 1,588 shares; 2026Q1: 2,796 shares 2,796 $330K 0.02% +1,208 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 3,885 shares; 2025Q1: 4,056 shares; 2025Q2: 4,069 shares; 2025Q3: 5,383 shares; 2025Q4: 5,877 shares; 2026Q1: 5,250 shares 5,250 $329K 0.02% -627 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,518 shares 1,518 $329K 0.02% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,294 shares; 2025Q2: 3,366 shares; 2025Q3: 4,068 shares; 2025Q4: 4,500 shares; 2026Q1: 4,537 shares 4,537 $328K 0.02% +37 Timeline IYY 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: 2,197 shares; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 2,057 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares; 2026Q1: 2,057 shares 2,057 $326K 0.02% 0 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,457 shares 13,457 $326K 0.02% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,055 shares 3,055 $325K 0.02% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,207 shares; 2025Q4: 1,893 shares; 2026Q1: 1,813 shares 1,813 $324K 0.02% -80 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,962 shares 2,962 $324K 0.02% new Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,264 shares; 2025Q4: 3,485 shares; 2026Q1: 3,462 shares 3,462 $323K 0.02% -23 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,226 shares 14,226 $321K 0.02% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,417 shares; 2025Q2: 2,116 shares; 2025Q3: 3,203 shares; 2025Q4: 2,424 shares; 2026Q1: 4,073 shares 4,073 $321K 0.02% +1,649 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: not reported; 2024Q4: 2,128 shares; 2025Q1: 2,142 shares; 2025Q2: 2,109 shares; 2025Q3: 2,325 shares; 2025Q4: 2,237 shares; 2026Q1: 2,412 shares 2,412 $319K 0.02% +175 Timeline IMMX IMMIX BIOPHARMA INC More: the full row for IMMIX BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,000 shares 35,000 $319K 0.02% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 994 shares; 2026Q1: 1,542 shares 1,542 $319K 0.02% +548 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,582 shares; 2026Q1: 12,128 shares 12,128 $318K 0.02% +1,546 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,650 shares; 2025Q1: not reported; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,649 shares; 2026Q1: 2,650 shares 2,650 $318K 0.02% +1 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,885 shares 2,885 $317K 0.02% new Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,792 shares 1,792 $317K 0.02% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,977 shares 2,977 $316K 0.02% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,909 shares; 2024Q4: 1,312 shares; 2025Q1: 1,006 shares; 2025Q2: 1,428 shares; 2025Q3: 1,687 shares; 2025Q4: 1,705 shares; 2026Q1: 1,137 shares 1,137 $316K 0.02% -568 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,298 shares; 2026Q1: 8,522 shares 8,522 $315K 0.02% -776 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,754 shares; 2025Q3: 7,051 shares; 2025Q4: 7,406 shares; 2026Q1: 7,760 shares 7,760 $314K 0.02% +354 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,795 shares; 2024Q4: 26,398 shares; 2025Q1: 26,398 shares; 2025Q2: 26,398 shares; 2025Q3: 25,626 shares; 2025Q4: 8,795 shares; 2026Q1: 9,459 shares 9,459 $314K 0.02% +664 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,642 shares 3,642 $314K 0.02% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,503 shares; 2025Q4: not reported; 2026Q1: 19,943 shares 19,943 $314K 0.02% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,739 shares; 2024Q4: 15,711 shares; 2025Q1: 15,107 shares; 2025Q2: 15,903 shares; 2025Q3: 14,548 shares; 2025Q4: 14,838 shares; 2026Q1: 14,428 shares 14,428 $313K 0.02% -410 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,435 shares; 2025Q4: 2,462 shares; 2026Q1: 1,264 shares 1,264 $312K 0.02% -1,198 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,702 shares; 2025Q4: 6,985 shares; 2026Q1: 5,348 shares 5,348 $312K 0.02% -1,637 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,646 shares 1,646 $312K 0.02% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY 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: 2,684 shares 2,684 $311K 0.02% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,475 shares; 2025Q4: 1,096 shares; 2026Q1: 1,047 shares 1,047 $310K 0.02% -49 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,246 shares; 2025Q1: 2,204 shares; 2025Q2: 2,141 shares; 2025Q3: 2,185 shares; 2025Q4: 2,040 shares; 2026Q1: 1,833 shares 1,833 $310K 0.02% -207 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,933 shares; 2025Q4: 3,080 shares; 2026Q1: 2,596 shares 2,596 $308K 0.02% -484 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,036 shares; 2025Q1: 4,268 shares; 2025Q2: 4,025 shares; 2025Q3: 5,618 shares; 2025Q4: 7,403 shares; 2026Q1: 6,500 shares 6,500 $308K 0.02% -903 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: not reported; 2025Q1: 444 shares; 2025Q2: not reported; 2025Q3: 21,264 shares; 2025Q4: 21,229 shares; 2026Q1: 451 shares 451 $308K 0.02% -20,778 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: 708 shares; 2026Q1: 859 shares 859 $308K 0.02% +151 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares; 2026Q1: 12,600 shares 12,600 $305K 0.02% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 847 shares 847 $304K 0.02% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,233 shares 2,233 $304K 0.02% new Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,897 shares 11,897 $303K 0.02% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,962 shares; 2026Q1: 7,589 shares 7,589 $303K 0.02% +2,627 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,053 shares; 2024Q4: 3,952 shares; 2025Q1: 4,878 shares; 2025Q2: 5,321 shares; 2025Q3: 4,804 shares; 2025Q4: not reported; 2026Q1: 5,021 shares 5,021 $302K 0.02% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,784 shares; 2026Q1: 3,277 shares 3,277 $302K 0.02% +493 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,198 shares 1,198 $300K 0.02% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,003 shares 2,003 $300K 0.02% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 788 shares; 2025Q4: 1,041 shares; 2026Q1: 1,104 shares 1,104 $299K 0.02% +63 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,859 shares; 2025Q2: 13,023 shares; 2025Q3: 13,188 shares; 2025Q4: 13,124 shares; 2026Q1: 13,124 shares 13,124 $298K 0.02% 0 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,292 shares 1,292 $297K 0.02% new Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,002 shares 3,002 $297K 0.02% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,683 shares; 2025Q1: 1,653 shares; 2025Q2: 1,632 shares; 2025Q3: 1,705 shares; 2025Q4: 1,561 shares; 2026Q1: 1,488 shares 1,488 $295K 0.02% -73 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,210 shares; 2025Q1: 1,191 shares; 2025Q2: 1,220 shares; 2025Q3: 1,143 shares; 2025Q4: 1,143 shares; 2026Q1: 940 shares 940 $295K 0.02% -203 Timeline NRG NRG ENERGY INC More: the full row for NRG 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: 1,395 shares; 2025Q3: 1,453 shares; 2025Q4: 1,461 shares; 2026Q1: 2,005 shares 2,005 $293K 0.02% +544 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,229 shares; 2025Q2: 1,233 shares; 2025Q3: 1,723 shares; 2025Q4: 1,975 shares; 2026Q1: 1,691 shares 1,691 $291K 0.02% -284 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,169 shares; 2025Q4: not reported; 2026Q1: 6,314 shares 6,314 $290K 0.02% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,126 shares 3,126 $290K 0.02% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 2,002 shares; 2025Q1: 1,267 shares; 2025Q2: 1,174 shares; 2025Q3: 2,646 shares; 2025Q4: 2,626 shares; 2026Q1: 1,282 shares 1,282 $290K 0.02% -1,344 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,587 shares; 2026Q1: 1,610 shares 1,610 $289K 0.02% +23 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,791 shares; 2025Q2: 2,807 shares; 2025Q3: 2,827 shares; 2025Q4: 2,786 shares; 2026Q1: 2,782 shares 2,782 $289K 0.02% -4 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,051 shares; 2024Q4: 7,772 shares; 2025Q1: 7,173 shares; 2025Q2: 7,467 shares; 2025Q3: 7,976 shares; 2025Q4: 5,506 shares; 2026Q1: 4,701 shares 4,701 $288K 0.02% -805 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,581 shares 2,581 $287K 0.02% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,823 shares; 2025Q3: 5,875 shares; 2025Q4: 6,235 shares; 2026Q1: 5,353 shares 5,353 $287K 0.02% -882 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,507 shares; 2026Q1: 2,513 shares 2,513 $286K 0.02% +1,006 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,451 shares; 2025Q3: 5,360 shares; 2025Q4: 6,395 shares; 2026Q1: 7,455 shares 7,455 $286K 0.02% +1,060 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,045 shares; 2025Q2: not reported; 2025Q3: 3,478 shares; 2025Q4: 3,477 shares; 2026Q1: 1,135 shares 1,135 $285K 0.02% -2,342 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: 4,703 shares; 2024Q4: 4,969 shares; 2025Q1: 4,973 shares; 2025Q2: 4,853 shares; 2025Q3: 6,238 shares; 2025Q4: 3,710 shares; 2026Q1: 3,581 shares 3,581 $284K 0.02% -129 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,523 shares; 2025Q3: 5,175 shares; 2025Q4: 5,415 shares; 2026Q1: 4,188 shares 4,188 $283K 0.02% -1,227 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 402 shares 402 $283K 0.02% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,879 shares; 2026Q1: 3,871 shares 3,871 $283K 0.02% +992 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,233 shares; 2025Q1: 4,266 shares; 2025Q2: 4,866 shares; 2025Q3: 3,766 shares; 2025Q4: 3,766 shares; 2026Q1: 5,087 shares 5,087 $282K 0.02% +1,321 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,218 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,032 shares; 2025Q4: 3,675 shares; 2026Q1: 4,267 shares 4,267 $282K 0.02% +592 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,792 shares 2,792 $281K 0.02% new Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,517 shares; 2026Q1: 7,167 shares 7,167 $281K 0.02% +2,650 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: not reported; 2025Q1: 2,189 shares; 2025Q2: 2,451 shares; 2025Q3: 2,556 shares; 2025Q4: 2,316 shares; 2026Q1: 3,065 shares 3,065 $281K 0.02% +749 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 939 shares; 2025Q1: 943 shares; 2025Q2: 842 shares; 2025Q3: 1,238 shares; 2025Q4: 1,321 shares; 2026Q1: 1,336 shares 1,336 $280K 0.02% +15 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,270 shares 11,270 $278K 0.02% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,002 shares 2,002 $277K 0.02% new 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: 516 shares; 2025Q2: 515 shares; 2025Q3: 550 shares; 2025Q4: 500 shares; 2026Q1: 569 shares 569 $276K 0.02% +69 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,235 shares; 2025Q4: 6,501 shares; 2026Q1: 9,119 shares 9,119 $275K 0.02% +2,618 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: 2,097 shares; 2024Q4: 2,047 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,499 shares 2,499 $274K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,362 shares 4,362 $274K 0.02% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,003 shares 3,003 $272K 0.02% new Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,772 shares; 2025Q4: 12,208 shares; 2026Q1: 11,950 shares 11,950 $272K 0.02% -258 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,269 shares; 2025Q4: 3,581 shares; 2026Q1: 2,914 shares 2,914 $269K 0.02% -667 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,388 shares 10,388 $269K 0.02% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,269 shares; 2025Q1: 1,356 shares; 2025Q2: 1,374 shares; 2025Q3: 1,397 shares; 2025Q4: 982 shares; 2026Q1: 2,093 shares 2,093 $268K 0.02% +1,111 Timeline