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: restricted; 2024Q4: 755,392 shares; 2025Q1: 733,122 shares; 2025Q2: 712,726 shares; 2025Q3: 704,354 shares; 2025Q4: 703,349 shares; 2026Q1: 652,945 shares 652,945 $188M 5.06% -50,404 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: restricted; 2024Q4: 309,317 shares; 2025Q1: 292,044 shares; 2025Q2: 290,464 shares; 2025Q3: 292,054 shares; 2025Q4: 286,475 shares; 2026Q1: 283,875 shares 283,875 $162M 4.38% -2,600 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: restricted; 2024Q4: 703,411 shares; 2025Q1: 700,382 shares; 2025Q2: 730,081 shares; 2025Q3: 734,385 shares; 2025Q4: 731,807 shares; 2026Q1: 736,957 shares 736,957 $153M 4.14% +5,150 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: restricted; 2024Q4: 765,580 shares; 2025Q1: 797,933 shares; 2025Q2: 803,859 shares; 2025Q3: 801,332 shares; 2025Q4: 795,638 shares; 2026Q1: 784,148 shares 784,148 $137M 3.69% -11,490 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: restricted; 2024Q4: 383,373 shares; 2025Q1: 391,584 shares; 2025Q2: 399,072 shares; 2025Q3: 396,258 shares; 2025Q4: 396,907 shares; 2026Q1: 391,673 shares 391,673 $132M 3.57% -5,234 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: restricted; 2024Q4: 406,884 shares; 2025Q1: 409,630 shares; 2025Q2: 407,369 shares; 2025Q3: 402,782 shares; 2025Q4: 402,362 shares; 2026Q1: 398,857 shares 398,857 $121M 3.25% -3,505 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: restricted; 2024Q4: 531,753 shares; 2025Q1: 467,876 shares; 2025Q2: 467,591 shares; 2025Q3: 462,480 shares; 2025Q4: 461,151 shares; 2026Q1: 452,808 shares 452,808 $115M 3.1% -8,343 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: restricted; 2024Q4: 288,087 shares; 2025Q1: 278,496 shares; 2025Q2: 253,112 shares; 2025Q3: 250,698 shares; 2025Q4: 248,534 shares; 2026Q1: 306,720 shares 306,720 $114M 3.06% +58,186 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 551,588 shares; 2025Q1: 554,517 shares; 2025Q2: 571,825 shares; 2025Q3: 568,611 shares; 2025Q4: 561,423 shares; 2026Q1: 561,675 shares 561,675 $112M 3.02% +252 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: restricted; 2024Q4: 904,716 shares; 2025Q1: 1,242,065 shares; 2025Q2: 1,308,105 shares; 2025Q3: 1,296,152 shares; 2025Q4: 1,261,155 shares; 2026Q1: 1,312,859 shares 1,312,859 $94.4M 2.55% +51,704 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: restricted; 2024Q4: 110,286 shares; 2025Q1: 114,753 shares; 2025Q2: 274,630 shares; 2025Q3: 280,980 shares; 2025Q4: 279,009 shares; 2026Q1: 368,970 shares 368,970 $92.5M 2.49% +89,961 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 567,818 shares; 2025Q1: 571,924 shares; 2025Q2: 577,279 shares; 2025Q3: 571,362 shares; 2025Q4: 579,558 shares; 2026Q1: 582,454 shares 582,454 $91.6M 2.47% +2,896 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: restricted; 2024Q4: 62,389 shares; 2025Q1: 63,031 shares; 2025Q2: 66,333 shares; 2025Q3: 65,556 shares; 2025Q4: 65,478 shares; 2026Q1: 65,166 shares 65,166 $86.1M 2.32% -312 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: restricted; 2024Q4: 38,522 shares; 2025Q1: 85,631 shares; 2025Q2: 91,438 shares; 2025Q3: 77,956 shares; 2025Q4: 78,712 shares; 2026Q1: 87,582 shares 87,582 $80.6M 2.17% +8,870 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: restricted; 2024Q4: 145,640 shares; 2025Q1: 145,836 shares; 2025Q2: 151,574 shares; 2025Q3: 151,563 shares; 2025Q4: 143,275 shares; 2026Q1: 182,827 shares 182,827 $79.1M 2.13% +39,552 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: restricted; 2024Q4: 124,369 shares; 2025Q1: 110,554 shares; 2025Q2: 152,117 shares; 2025Q3: 151,050 shares; 2025Q4: 149,100 shares; 2026Q1: 148,471 shares 148,471 $74.2M 2% -629 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195,052 shares; 2025Q1: 196,419 shares; 2025Q2: 197,394 shares; 2025Q3: 195,621 shares; 2025Q4: 196,271 shares; 2026Q1: 200,840 shares 200,840 $66M 1.78% +4,569 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 132,983 shares; 2025Q1: 181,663 shares; 2025Q2: 143,895 shares; 2025Q3: 180,318 shares; 2025Q4: 182,065 shares; 2026Q1: 191,103 shares 191,103 $62.2M 1.68% +9,038 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: restricted; 2024Q4: 404,805 shares; 2025Q1: 404,055 shares; 2025Q2: 400,333 shares; 2025Q3: 316,276 shares; 2025Q4: 310,767 shares; 2026Q1: 310,019 shares 310,019 $61.5M 1.66% -748 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,740 shares; 2025Q1: 51,945 shares; 2025Q2: 54,973 shares; 2025Q3: 54,508 shares; 2025Q4: 57,377 shares; 2026Q1: 52,977 shares 52,977 $61.4M 1.66% -4,400 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: restricted; 2024Q4: 94,094 shares; 2025Q1: 63,802 shares; 2025Q2: 63,842 shares; 2025Q3: 62,618 shares; 2025Q4: 62,313 shares; 2026Q1: 58,514 shares 58,514 $58.3M 1.57% -3,799 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: restricted; 2024Q4: 87,785 shares; 2025Q1: 65,061 shares; 2025Q2: 66,118 shares; 2025Q3: 66,763 shares; 2025Q4: 669,086 shares; 2026Q1: 573,500 shares 573,500 $55.1M 1.49% -95,586 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 379,582 shares; 2025Q1: 422,373 shares; 2025Q2: 568,972 shares; 2025Q3: 1,568,845 shares; 2025Q4: 1,190,995 shares; 2026Q1: 2,160,587 shares 2,160,587 $54M 1.46% +969,592 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: restricted; 2024Q4: 305,262 shares; 2025Q1: 305,527 shares; 2025Q2: 305,037 shares; 2025Q3: 303,693 shares; 2025Q4: 306,755 shares; 2026Q1: 305,727 shares 305,727 $51.9M 1.4% -1,028 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 283,641 shares; 2025Q1: 284,996 shares; 2025Q2: 283,552 shares; 2025Q3: 284,338 shares; 2025Q4: 281,249 shares; 2026Q1: 294,928 shares 294,928 $51.8M 1.4% +13,679 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 213,698 shares; 2025Q1: 214,870 shares; 2025Q2: 197,722 shares; 2025Q3: 187,008 shares; 2025Q4: 198,392 shares; 2026Q1: 205,825 shares 205,825 $51.4M 1.39% +7,433 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: restricted; 2024Q4: 505,946 shares; 2025Q1: 885,532 shares; 2025Q2: 886,382 shares; 2025Q3: 889,486 shares; 2025Q4: 544,602 shares; 2026Q1: 737,625 shares 737,625 $46.3M 1.25% +193,023 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: restricted; 2024Q4: 77,698 shares; 2025Q1: 78,207 shares; 2025Q2: 78,951 shares; 2025Q3: 79,235 shares; 2025Q4: 390,549 shares; 2026Q1: 423,047 shares 423,047 $44.2M 1.19% +32,498 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: restricted; 2024Q4: 86,184 shares; 2025Q1: 87,299 shares; 2025Q2: 86,322 shares; 2025Q3: 85,796 shares; 2025Q4: 85,384 shares; 2026Q1: 77,381 shares 77,381 $43.5M 1.17% -8,003 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 914,939 shares; 2025Q1: 943,955 shares; 2025Q2: 964,290 shares; 2025Q3: 960,042 shares; 2025Q4: 827,123 shares; 2026Q1: 1,055,620 shares 1,055,620 $42.6M 1.15% +228,497 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: restricted; 2024Q4: 168,778 shares; 2025Q1: 171,294 shares; 2025Q2: 177,996 shares; 2025Q3: 179,606 shares; 2025Q4: 182,231 shares; 2026Q1: 202,246 shares 202,246 $42.4M 1.14% +20,015 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317,053 shares; 2026Q1: 312,771 shares 312,771 $42.4M 1.14% -4,282 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: restricted; 2024Q4: 49,682 shares; 2025Q1: 50,200 shares; 2025Q2: 58,724 shares; 2025Q3: 58,865 shares; 2025Q4: 79,147 shares; 2026Q1: 74,840 shares 74,840 $41.1M 1.11% -4,307 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: restricted; 2024Q4: 55,724 shares; 2025Q1: 58,586 shares; 2025Q2: 142,003 shares; 2025Q3: 140,328 shares; 2025Q4: 140,791 shares; 2026Q1: 138,958 shares 138,958 $40.9M 1.1% -1,833 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,376 shares; 2025Q1: 29,680 shares; 2025Q2: 30,666 shares; 2025Q3: 29,635 shares; 2025Q4: 29,461 shares; 2026Q1: 34,091 shares 34,091 $36.4M 0.98% +4,630 Timeline KRNT KORNIT DIGITAL LTD More: the full row for KORNIT DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,094,550 shares; 2025Q1: 3,105,206 shares; 2025Q2: 3,064,751 shares; 2025Q3: 3,047,532 shares; 2025Q4: 2,476,363 shares; 2026Q1: 2,458,821 shares 2,458,821 $36M 0.97% -17,542 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: restricted; 2024Q4: 145,155 shares; 2025Q1: 244,883 shares; 2025Q2: 213,550 shares; 2025Q3: 212,338 shares; 2025Q4: 206,751 shares; 2026Q1: 207,390 shares 207,390 $30.3M 0.82% +639 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: restricted; 2024Q4: 55,552 shares; 2025Q1: 55,728 shares; 2025Q2: 56,111 shares; 2025Q3: 56,503 shares; 2025Q4: 56,813 shares; 2026Q1: 56,877 shares 56,877 $27.3M 0.73% +64 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: restricted; 2024Q4: 71,051 shares; 2025Q1: 73,949 shares; 2025Q2: 99,084 shares; 2025Q3: 112,750 shares; 2025Q4: 120,597 shares; 2026Q1: 124,256 shares 124,256 $25.3M 0.68% +3,659 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: restricted; 2024Q4: 93,342 shares; 2025Q1: 94,103 shares; 2025Q2: 99,064 shares; 2025Q3: 95,040 shares; 2025Q4: 91,434 shares; 2026Q1: 87,257 shares 87,257 $25M 0.67% -4,177 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: restricted; 2024Q4: 67,623 shares; 2025Q1: 67,986 shares; 2025Q2: 66,090 shares; 2025Q3: 67,349 shares; 2025Q4: 69,058 shares; 2026Q1: 66,769 shares 66,769 $23.9M 0.64% -2,289 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: restricted; 2024Q4: 152,573 shares; 2025Q1: 153,001 shares; 2025Q2: 151,916 shares; 2025Q3: 95,794 shares; 2025Q4: 95,114 shares; 2026Q1: 95,828 shares 95,828 $22.6M 0.61% +714 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,914 shares; 2025Q3: 107,377 shares; 2025Q4: 137,070 shares; 2026Q1: 167,854 shares 167,854 $21.2M 0.57% +30,784 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,474 shares; 2025Q3: 40,415 shares; 2025Q4: 33,932 shares; 2026Q1: 45,185 shares 45,185 $17.7M 0.48% +11,253 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: restricted; 2024Q4: 203,476 shares; 2025Q1: 497,991 shares; 2025Q2: 585,159 shares; 2025Q3: 583,724 shares; 2025Q4: 590,859 shares; 2026Q1: 268,870 shares 268,870 $16.9M 0.45% -321,989 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: restricted; 2024Q4: 34,176 shares; 2025Q1: 36,198 shares; 2025Q2: 38,801 shares; 2025Q3: 38,633 shares; 2025Q4: 37,013 shares; 2026Q1: 35,475 shares 35,475 $16.4M 0.44% -1,538 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: restricted; 2024Q4: 39,569 shares; 2025Q1: 37,935 shares; 2025Q2: 37,536 shares; 2025Q3: 35,762 shares; 2025Q4: 35,694 shares; 2026Q1: 32,657 shares 32,657 $16.1M 0.43% -3,037 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: restricted; 2024Q4: 121,374 shares; 2025Q1: 120,802 shares; 2025Q2: 100,011 shares; 2025Q3: 118,838 shares; 2025Q4: 123,195 shares; 2026Q1: 97,301 shares 97,301 $16M 0.43% -25,894 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: restricted; 2024Q4: 7,989 shares; 2025Q1: 9,210 shares; 2025Q2: 24,404 shares; 2025Q3: 23,138 shares; 2025Q4: 22,554 shares; 2026Q1: 22,361 shares 22,361 $14.5M 0.39% -193 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,481 shares; 2025Q1: 69,622 shares; 2025Q2: 70,526 shares; 2025Q3: 68,192 shares; 2025Q4: 68,585 shares; 2026Q1: 96,644 shares 96,644 $14.5M 0.39% +28,059 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: restricted; 2024Q4: 56,339 shares; 2025Q1: 61,647 shares; 2025Q2: 65,512 shares; 2025Q3: 58,983 shares; 2025Q4: 60,158 shares; 2026Q1: 57,845 shares 57,845 $14.1M 0.38% -2,313 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: restricted; 2024Q4: 66,147 shares; 2025Q1: 68,566 shares; 2025Q2: 103,303 shares; 2025Q3: 110,323 shares; 2025Q4: 92,282 shares; 2026Q1: 90,716 shares 90,716 $13.3M 0.36% -1,566 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: restricted; 2024Q4: 19,279 shares; 2025Q1: 21,013 shares; 2025Q2: 20,215 shares; 2025Q3: 19,719 shares; 2025Q4: 19,924 shares; 2026Q1: 19,863 shares 19,863 $13M 0.35% -61 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: restricted; 2024Q4: 145,980 shares; 2025Q1: 144,999 shares; 2025Q2: 281,661 shares; 2025Q3: 279,491 shares; 2025Q4: 276,827 shares; 2026Q1: 276,741 shares 276,741 $12.8M 0.35% -86 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,687 shares; 2025Q1: 56,795 shares; 2025Q2: 56,415 shares; 2025Q3: 70,042 shares; 2025Q4: 69,041 shares; 2026Q1: 74,162 shares 74,162 $12.5M 0.34% +5,121 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: restricted; 2024Q4: 15,896 shares; 2025Q1: 34,674 shares; 2025Q2: 38,084 shares; 2025Q3: 38,064 shares; 2025Q4: 38,198 shares; 2026Q1: 37,671 shares 37,671 $12.1M 0.33% -527 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: restricted; 2024Q4: 37,441 shares; 2025Q1: 37,270 shares; 2025Q2: 37,952 shares; 2025Q3: 36,502 shares; 2025Q4: 36,297 shares; 2026Q1: 36,210 shares 36,210 $11.2M 0.3% -87 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: restricted; 2024Q4: 4,990 shares; 2025Q1: 6,389 shares; 2025Q2: 29,395 shares; 2025Q3: 29,431 shares; 2025Q4: 27,324 shares; 2026Q1: 21,634 shares 21,634 $10.5M 0.28% -5,690 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: restricted; 2024Q4: 17,919 shares; 2025Q1: 17,106 shares; 2025Q2: 41,051 shares; 2025Q3: 101,688 shares; 2025Q4: 87,865 shares; 2026Q1: 87,183 shares 87,183 $9.47M 0.26% -682 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: restricted; 2024Q4: 53,003 shares; 2025Q1: 42,503 shares; 2025Q2: 42,560 shares; 2025Q3: 42,450 shares; 2025Q4: 44,112 shares; 2026Q1: 43,026 shares 43,026 $9.36M 0.25% -1,086 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,077 shares; 2025Q1: 99,214 shares; 2025Q2: 97,636 shares; 2025Q3: 84,016 shares; 2025Q4: 83,162 shares; 2026Q1: 83,951 shares 83,951 $8.57M 0.23% +789 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,358 shares; 2025Q1: 22,765 shares; 2025Q2: 18,689 shares; 2025Q3: 17,761 shares; 2025Q4: 22,145 shares; 2026Q1: 19,317 shares 19,317 $8.2M 0.22% -2,828 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,258 shares; 2026Q1: 28,240 shares 28,240 $7.95M 0.21% +15,982 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: restricted; 2024Q4: 16,971 shares; 2025Q1: 41,551 shares; 2025Q2: 46,250 shares; 2025Q3: 42,429 shares; 2025Q4: 42,686 shares; 2026Q1: 40,490 shares 40,490 $7.81M 0.21% -2,196 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: restricted; 2024Q4: 48,020 shares; 2025Q1: 50,175 shares; 2025Q2: 52,814 shares; 2025Q3: 53,024 shares; 2025Q4: 54,232 shares; 2026Q1: 48,243 shares 48,243 $7.49M 0.2% -5,989 Timeline CEF 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: restricted; 2024Q4: 153,865 shares; 2025Q1: 153,865 shares; 2025Q2: 155,365 shares; 2025Q3: 155,365 shares; 2025Q4: 155,365 shares; 2026Q1: 155,365 shares 155,365 $7.41M 0.2% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,643 shares; 2025Q1: 32,793 shares; 2025Q2: 32,793 shares; 2025Q3: 32,793 shares; 2025Q4: 32,861 shares; 2026Q1: 32,552 shares 32,552 $6.81M 0.18% -309 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,829 shares; 2025Q1: 3,790 shares; 2025Q2: 3,982 shares; 2025Q3: 4,287 shares; 2025Q4: 4,380 shares; 2026Q1: 3,925 shares 3,925 $6.79M 0.18% -455 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: restricted; 2024Q4: 183,978 shares; 2025Q1: 183,978 shares; 2025Q2: 186,978 shares; 2025Q3: 186,978 shares; 2025Q4: 186,978 shares; 2026Q1: 186,978 shares 186,978 $6.63M 0.18% 0 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: restricted; 2024Q4: 18,609 shares; 2025Q1: 16,630 shares; 2025Q2: 15,839 shares; 2025Q3: 16,495 shares; 2025Q4: 15,909 shares; 2026Q1: 17,309 shares 17,309 $6.43M 0.17% +1,400 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: restricted; 2024Q4: 27,447 shares; 2025Q1: 25,583 shares; 2025Q2: 23,625 shares; 2025Q3: 23,325 shares; 2025Q4: 23,332 shares; 2026Q1: 23,332 shares 23,332 $6.07M 0.16% 0 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: restricted; 2024Q4: 74,500 shares; 2025Q1: 76,999 shares; 2025Q2: 77,918 shares; 2025Q3: 76,070 shares; 2025Q4: 81,167 shares; 2026Q1: 79,693 shares 79,693 $6.06M 0.16% -1,474 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,075 shares 20,075 $5.95M 0.16% new 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: restricted; 2024Q4: 13,192 shares; 2025Q1: 13,817 shares; 2025Q2: 14,034 shares; 2025Q3: 20,061 shares; 2025Q4: 21,047 shares; 2026Q1: 24,285 shares 24,285 $5.89M 0.16% +3,238 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: restricted; 2024Q4: 256,477 shares; 2025Q1: 243,737 shares; 2025Q2: 194,027 shares; 2025Q3: 42,967 shares; 2025Q4: 35,046 shares; 2026Q1: 31,354 shares 31,354 $5.85M 0.16% -3,692 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,847 shares; 2025Q1: 2,323 shares; 2025Q2: 2,123 shares; 2025Q3: 2,123 shares; 2025Q4: 2,273 shares; 2026Q1: 13,247 shares 13,247 $5.75M 0.16% +10,974 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: restricted; 2024Q4: 35,784 shares; 2025Q1: 38,577 shares; 2025Q2: 39,446 shares; 2025Q3: 38,251 shares; 2025Q4: 42,018 shares; 2026Q1: 39,792 shares 39,792 $5.75M 0.15% -2,226 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: restricted; 2024Q4: 15,139 shares; 2025Q1: 15,934 shares; 2025Q2: 5,959 shares; 2025Q3: 7,274 shares; 2025Q4: 7,773 shares; 2026Q1: 7,893 shares 7,893 $5.59M 0.15% +120 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: restricted; 2024Q4: 16,495 shares; 2025Q1: 18,237 shares; 2025Q2: 18,996 shares; 2025Q3: 18,452 shares; 2025Q4: 18,897 shares; 2026Q1: 17,831 shares 17,831 $5.54M 0.15% -1,066 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: restricted; 2024Q4: 18,509 shares; 2025Q1: 18,401 shares; 2025Q2: 19,101 shares; 2025Q3: 19,093 shares; 2025Q4: 19,120 shares; 2026Q1: 19,172 shares 19,172 $5.44M 0.15% +52 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: restricted; 2024Q4: 12,218 shares; 2025Q1: 12,406 shares; 2025Q2: 12,875 shares; 2025Q3: 12,824 shares; 2025Q4: 12,145 shares; 2026Q1: 12,119 shares 12,119 $5.41M 0.15% -26 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: restricted; 2024Q4: 10,783 shares; 2025Q1: 15,815 shares; 2025Q2: 17,880 shares; 2025Q3: 20,009 shares; 2025Q4: 23,463 shares; 2026Q1: 23,187 shares 23,187 $5.24M 0.14% -276 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,266 shares; 2025Q4: 15,071 shares; 2026Q1: 24,098 shares 24,098 $4.82M 0.13% +9,027 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: restricted; 2024Q4: 3,864 shares; 2025Q1: 3,883 shares; 2025Q2: 4,259 shares; 2025Q3: 4,273 shares; 2025Q4: 4,361 shares; 2026Q1: 4,366 shares 4,366 $4.76M 0.13% +5 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: restricted; 2024Q4: 5,101 shares; 2025Q1: 5,197 shares; 2025Q2: 5,305 shares; 2025Q3: 5,301 shares; 2025Q4: 5,341 shares; 2026Q1: 5,425 shares 5,425 $4.74M 0.13% +84 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: restricted; 2024Q4: 44,386 shares; 2025Q1: 51,416 shares; 2025Q2: 53,917 shares; 2025Q3: 53,469 shares; 2025Q4: 53,147 shares; 2026Q1: 44,398 shares 44,398 $4.56M 0.12% -8,749 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,581 shares; 2025Q4: 25,767 shares; 2026Q1: 33,209 shares 33,209 $4.52M 0.12% +7,442 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: restricted; 2024Q4: 11,659 shares; 2025Q1: 17,026 shares; 2025Q2: 19,037 shares; 2025Q3: 19,416 shares; 2025Q4: 19,416 shares; 2026Q1: 16,309 shares 16,309 $4.34M 0.12% -3,107 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,304 shares; 2025Q1: 15,653 shares; 2025Q2: 15,732 shares; 2025Q3: 19,411 shares; 2025Q4: 17,050 shares; 2026Q1: 28,427 shares 28,427 $4.3M 0.12% +11,377 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: restricted; 2024Q4: 14,380 shares; 2025Q1: 13,168 shares; 2025Q2: 12,905 shares; 2025Q3: 12,033 shares; 2025Q4: 12,047 shares; 2026Q1: 12,214 shares 12,214 $4.3M 0.12% +167 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: restricted; 2024Q4: 13,368 shares; 2025Q1: 13,643 shares; 2025Q2: 13,898 shares; 2025Q3: 13,898 shares; 2025Q4: 13,732 shares; 2026Q1: 13,934 shares 13,934 $4.21M 0.11% +202 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,844 shares; 2025Q3: 8,864 shares; 2025Q4: 4,506 shares; 2026Q1: 4,733 shares 4,733 $4.02M 0.11% +227 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: restricted; 2024Q4: 27,278 shares; 2025Q1: 39,049 shares; 2025Q2: 45,171 shares; 2025Q3: 47,429 shares; 2025Q4: 45,025 shares; 2026Q1: 44,788 shares 44,788 $4.01M 0.11% -237 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: restricted; 2024Q4: 4,305 shares; 2025Q1: 3,780 shares; 2025Q2: 3,780 shares; 2025Q3: 3,780 shares; 2025Q4: 5,984 shares; 2026Q1: 12,398 shares 12,398 $3.94M 0.11% +6,414 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: restricted; 2024Q4: 15,966 shares; 2025Q1: 16,786 shares; 2025Q2: 17,608 shares; 2025Q3: 17,976 shares; 2025Q4: 16,586 shares; 2026Q1: 16,731 shares 16,731 $3.84M 0.1% +145 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: restricted; 2024Q4: 28,641 shares; 2025Q1: 31,669 shares; 2025Q2: 33,457 shares; 2025Q3: 32,419 shares; 2025Q4: 32,394 shares; 2026Q1: 32,897 shares 32,897 $3.78M 0.1% +503 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,848 shares; 2025Q1: 42,843 shares; 2025Q2: 42,818 shares; 2025Q3: 42,818 shares; 2025Q4: 41,560 shares; 2026Q1: 40,930 shares 40,930 $3.77M 0.1% -630 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: restricted; 2024Q4: 38,819 shares; 2025Q1: 39,867 shares; 2025Q2: 32,139 shares; 2025Q3: 38,055 shares; 2025Q4: 29,191 shares; 2026Q1: 15,479 shares 15,479 $3.76M 0.1% -13,712 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: restricted; 2024Q4: 39,068 shares; 2025Q1: 41,140 shares; 2025Q2: 50,517 shares; 2025Q3: 45,637 shares; 2025Q4: 36,098 shares; 2026Q1: 27,993 shares 27,993 $3.6M 0.1% -8,105 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: restricted; 2024Q4: 107,200 shares; 2025Q1: 107,200 shares; 2025Q2: 107,200 shares; 2025Q3: 107,200 shares; 2025Q4: 92,325 shares; 2026Q1: 107,200 shares 107,200 $3.56M 0.1% +14,875 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: restricted; 2024Q4: not reported; 2025Q1: 21,980 shares; 2025Q2: 26,382 shares; 2025Q3: 27,616 shares; 2025Q4: 27,663 shares; 2026Q1: 28,736 shares 28,736 $3.53M 0.1% +1,073 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,615 shares; 2025Q1: 6,102 shares; 2025Q2: 6,131 shares; 2025Q3: 6,363 shares; 2025Q4: 6,781 shares; 2026Q1: 7,136 shares 7,136 $3.5M 0.09% +355 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: restricted; 2024Q4: 2,775 shares; 2025Q1: 2,816 shares; 2025Q2: 40,530 shares; 2025Q3: 40,300 shares; 2025Q4: 40,330 shares; 2026Q1: 37,800 shares 37,800 $3.49M 0.09% -2,530 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: restricted; 2024Q4: 1,423 shares; 2025Q1: 3,006 shares; 2025Q2: 1,949 shares; 2025Q3: 13,327 shares; 2025Q4: 11,855 shares; 2026Q1: 11,776 shares 11,776 $3.48M 0.09% -79 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,363 shares; 2025Q1: 56,363 shares; 2025Q2: 56,563 shares; 2025Q3: 56,563 shares; 2025Q4: 84,844 shares; 2026Q1: 84,844 shares 84,844 $3.43M 0.09% 0 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,038 shares; 2026Q1: 20,722 shares 20,722 $3.34M 0.09% +13,684 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: restricted; 2024Q4: 39,247 shares; 2025Q1: 39,107 shares; 2025Q2: 37,902 shares; 2025Q3: 37,954 shares; 2025Q4: 79,830 shares; 2026Q1: 74,072 shares 74,072 $3.27M 0.09% -5,758 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: restricted; 2024Q4: 30,851 shares; 2025Q1: 31,320 shares; 2025Q2: 31,122 shares; 2025Q3: 22,121 shares; 2025Q4: 27,273 shares; 2026Q1: 26,228 shares 26,228 $3.26M 0.09% -1,045 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: restricted; 2024Q4: 25,308 shares; 2025Q1: 25,361 shares; 2025Q2: 25,286 shares; 2025Q3: 25,709 shares; 2025Q4: 27,050 shares; 2026Q1: 27,056 shares 27,056 $3.25M 0.09% +6 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: restricted; 2024Q4: 18,251 shares; 2025Q1: 18,062 shares; 2025Q2: 18,022 shares; 2025Q3: 15,481 shares; 2025Q4: 15,589 shares; 2026Q1: 14,363 shares 14,363 $3.22M 0.09% -1,226 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: restricted; 2024Q4: 48,009 shares; 2025Q1: 41,467 shares; 2025Q2: 10,668 shares; 2025Q3: 9,927 shares; 2025Q4: 9,686 shares; 2026Q1: 9,719 shares 9,719 $3.2M 0.09% +33 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: restricted; 2024Q4: 4,738 shares; 2025Q1: 9,531 shares; 2025Q2: 11,946 shares; 2025Q3: 11,575 shares; 2025Q4: 15,238 shares; 2026Q1: 15,803 shares 15,803 $3.15M 0.08% +565 Timeline CCSI CONSENSUS CLOUD SOLUTIONS IN More: the full row for CONSENSUS CLOUD SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,329 shares; 2025Q1: 124,229 shares; 2025Q2: 127,921 shares; 2025Q3: 127,921 shares; 2025Q4: 131,613 shares; 2026Q1: 131,613 shares 131,613 $3.12M 0.08% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,442 shares; 2025Q3: 2,425 shares; 2025Q4: 8,490 shares; 2026Q1: 9,203 shares 9,203 $3.11M 0.08% +713 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: restricted; 2024Q4: 11,793 shares; 2025Q1: 20,794 shares; 2025Q2: 25,232 shares; 2025Q3: 26,814 shares; 2025Q4: 30,428 shares; 2026Q1: 32,144 shares 32,144 $3.1M 0.08% +1,716 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: restricted; 2024Q4: 6,877 shares; 2025Q1: 7,695 shares; 2025Q2: 9,631 shares; 2025Q3: 9,515 shares; 2025Q4: 9,790 shares; 2026Q1: 9,403 shares 9,403 $3.06M 0.08% -387 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: restricted; 2024Q4: 7,052 shares; 2025Q1: 7,052 shares; 2025Q2: 7,052 shares; 2025Q3: 6,917 shares; 2025Q4: 6,917 shares; 2026Q1: 6,933 shares 6,933 $3.03M 0.08% +16 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: restricted; 2024Q4: 6,046 shares; 2025Q1: 11,941 shares; 2025Q2: 13,332 shares; 2025Q3: 14,704 shares; 2025Q4: 14,604 shares; 2026Q1: 15,791 shares 15,791 $2.99M 0.08% +1,187 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: restricted; 2024Q4: 13,110 shares; 2025Q1: 13,246 shares; 2025Q2: 8,289 shares; 2025Q3: 8,772 shares; 2025Q4: 4,824 shares; 2026Q1: 4,952 shares 4,952 $2.96M 0.08% +128 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: restricted; 2024Q4: 37,541 shares; 2025Q1: 52,281 shares; 2025Q2: 55,496 shares; 2025Q3: 42,290 shares; 2025Q4: 38,368 shares; 2026Q1: 37,943 shares 37,943 $2.94M 0.08% -425 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 58,000 shares; 2026Q1: 58,000 shares 58,000 $2.65M 0.07% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,555 shares; 2025Q1: 11,003 shares; 2025Q2: 11,737 shares; 2025Q3: 11,538 shares; 2025Q4: 11,713 shares; 2026Q1: 11,761 shares 11,761 $2.55M 0.07% +48 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: restricted; 2024Q4: 19,247 shares; 2025Q1: 19,247 shares; 2025Q2: 19,256 shares; 2025Q3: 19,756 shares; 2025Q4: 30,114 shares; 2026Q1: 30,504 shares 30,504 $2.43M 0.07% +390 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,281 shares; 2025Q4: 6,621 shares; 2026Q1: 7,428 shares 7,428 $2.39M 0.06% +807 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,109 shares; 2025Q1: 7,948 shares; 2025Q2: 8,776 shares; 2025Q3: 7,898 shares; 2025Q4: 7,639 shares; 2026Q1: 7,441 shares 7,441 $2.34M 0.06% -198 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: restricted; 2024Q4: 2,490 shares; 2025Q1: 2,906 shares; 2025Q2: 2,881 shares; 2025Q3: 2,545 shares; 2025Q4: 2,545 shares; 2026Q1: 3,985 shares 3,985 $2.24M 0.06% +1,440 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,594 shares; 2025Q1: 34,594 shares; 2025Q2: 33,550 shares; 2025Q3: 33,548 shares; 2025Q4: 33,260 shares; 2026Q1: 33,260 shares 33,260 $2.24M 0.06% 0 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: restricted; 2024Q4: 2,830 shares; 2025Q1: 6,455 shares; 2025Q2: 8,247 shares; 2025Q3: 8,460 shares; 2025Q4: 11,101 shares; 2026Q1: 7,617 shares 7,617 $2.21M 0.06% -3,484 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: restricted; 2024Q4: 4,600 shares; 2025Q1: 11,624 shares; 2025Q2: 16,873 shares; 2025Q3: 20,748 shares; 2025Q4: 22,442 shares; 2026Q1: 25,067 shares 25,067 $2.17M 0.06% +2,625 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.15M 0.06% 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: restricted; 2024Q4: 70,169 shares; 2025Q1: 97,375 shares; 2025Q2: 108,076 shares; 2025Q3: 110,393 shares; 2025Q4: 111,620 shares; 2026Q1: 75,495 shares 75,495 $2.12M 0.06% -36,125 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: restricted; 2024Q4: 20,668 shares; 2025Q1: 21,248 shares; 2025Q2: 21,512 shares; 2025Q3: 21,834 shares; 2025Q4: 19,097 shares; 2026Q1: 4,868 shares 4,868 $2.07M 0.06% -14,229 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: restricted; 2024Q4: 9,975 shares; 2025Q1: 10,130 shares; 2025Q2: 10,164 shares; 2025Q3: 10,190 shares; 2025Q4: 11,551 shares; 2026Q1: 12,923 shares 12,923 $2.06M 0.06% +1,372 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: restricted; 2024Q4: 20,831 shares; 2025Q1: 18,863 shares; 2025Q2: 17,735 shares; 2025Q3: 17,735 shares; 2025Q4: 16,458 shares; 2026Q1: 15,092 shares 15,092 $1.98M 0.05% -1,366 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,197 shares; 2025Q1: 13,121 shares; 2025Q2: 13,121 shares; 2025Q3: 12,197 shares; 2025Q4: 12,693 shares; 2026Q1: 12,682 shares 12,682 $1.97M 0.05% -11 Timeline IDEV 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: restricted; 2024Q4: 16,856 shares; 2025Q1: 16,856 shares; 2025Q2: 16,856 shares; 2025Q3: 17,736 shares; 2025Q4: 19,224 shares; 2026Q1: 23,355 shares 23,355 $1.95M 0.05% +4,131 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: restricted; 2024Q4: 7,735 shares; 2025Q1: 10,995 shares; 2025Q2: 11,546 shares; 2025Q3: 9,884 shares; 2025Q4: 10,560 shares; 2026Q1: 9,402 shares 9,402 $1.95M 0.05% -1,158 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: restricted; 2024Q4: 9,785 shares; 2025Q1: 11,093 shares; 2025Q2: 11,696 shares; 2025Q3: 11,037 shares; 2025Q4: 8,512 shares; 2026Q1: 7,960 shares 7,960 $1.93M 0.05% -552 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: restricted; 2024Q4: 11,813 shares; 2025Q1: 12,187 shares; 2025Q2: 11,728 shares; 2025Q3: 8,253 shares; 2025Q4: 8,662 shares; 2026Q1: 9,724 shares 9,724 $1.93M 0.05% +1,062 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: restricted; 2024Q4: 13,617 shares; 2025Q1: 14,328 shares; 2025Q2: 14,328 shares; 2025Q3: 13,828 shares; 2025Q4: 13,985 shares; 2026Q1: 13,565 shares 13,565 $1.89M 0.05% -420 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,997 shares; 2025Q1: 40,998 shares; 2025Q2: 40,657 shares; 2025Q3: 40,657 shares; 2025Q4: 40,657 shares; 2026Q1: 40,617 shares 40,617 $1.89M 0.05% -40 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,072 shares 8,072 $1.87M 0.05% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,116 shares; 2025Q4: 8,026 shares; 2026Q1: 9,060 shares 9,060 $1.85M 0.05% +1,034 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,565 shares; 2025Q1: 15,657 shares; 2025Q2: 15,358 shares; 2025Q3: 14,851 shares; 2025Q4: 9,418 shares; 2026Q1: 9,317 shares 9,317 $1.85M 0.05% -101 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,406 shares; 2025Q1: 13,861 shares; 2025Q2: 16,781 shares; 2025Q3: 19,201 shares; 2025Q4: 20,411 shares; 2026Q1: 23,958 shares 23,958 $1.85M 0.05% +3,547 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: restricted; 2024Q4: not reported; 2025Q1: 16,586 shares; 2025Q2: 16,356 shares; 2025Q3: 16,231 shares; 2025Q4: 23,916 shares; 2026Q1: 23,916 shares 23,916 $1.84M 0.05% 0 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: restricted; 2024Q4: 2,135 shares; 2025Q1: 2,150 shares; 2025Q2: 2,153 shares; 2025Q3: 2,140 shares; 2025Q4: 1,968 shares; 2026Q1: 2,158 shares 2,158 $1.83M 0.05% +190 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: restricted; 2024Q4: 3,421 shares; 2025Q1: 3,421 shares; 2025Q2: 3,355 shares; 2025Q3: 3,355 shares; 2025Q4: 3,355 shares; 2026Q1: 3,355 shares 3,355 $1.81M 0.05% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,289 shares; 2025Q2: 14,129 shares; 2025Q3: 19,060 shares; 2025Q4: 20,970 shares; 2026Q1: 23,954 shares 23,954 $1.8M 0.05% +2,984 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: restricted; 2024Q4: 23,976 shares; 2025Q1: 44,531 shares; 2025Q2: 55,518 shares; 2025Q3: 63,029 shares; 2025Q4: 61,770 shares; 2026Q1: 62,158 shares 62,158 $1.78M 0.05% +388 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: restricted; 2024Q4: 7,289 shares; 2025Q1: 7,958 shares; 2025Q2: 8,428 shares; 2025Q3: 8,947 shares; 2025Q4: 8,195 shares; 2026Q1: 8,198 shares 8,198 $1.76M 0.05% +3 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: restricted; 2024Q4: 20,828 shares; 2025Q1: 20,830 shares; 2025Q2: 21,184 shares; 2025Q3: 20,970 shares; 2025Q4: 20,977 shares; 2026Q1: 20,978 shares 20,978 $1.73M 0.05% +1 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: restricted; 2024Q4: 323,234 shares; 2025Q1: 328,331 shares; 2025Q2: 244,850 shares; 2025Q3: 18,721 shares; 2025Q4: 19,635 shares; 2026Q1: 14,486 shares 14,486 $1.71M 0.05% -5,149 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: restricted; 2024Q4: not reported; 2025Q1: 19,772 shares; 2025Q2: 21,572 shares; 2025Q3: 21,572 shares; 2025Q4: 22,195 shares; 2026Q1: 22,195 shares 22,195 $1.63M 0.04% 0 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: restricted; 2024Q4: 1,611 shares; 2025Q1: 6,535 shares; 2025Q2: 5,953 shares; 2025Q3: 3,498 shares; 2025Q4: 3,817 shares; 2026Q1: 10,015 shares 10,015 $1.61M 0.04% +6,198 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: restricted; 2024Q4: not reported; 2025Q1: 8,862 shares; 2025Q2: 15,878 shares; 2025Q3: 20,946 shares; 2025Q4: 20,078 shares; 2026Q1: 21,677 shares 21,677 $1.57M 0.04% +1,599 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,869 shares; 2025Q1: 15,224 shares; 2025Q2: 18,699 shares; 2025Q3: 20,158 shares; 2025Q4: 27,847 shares; 2026Q1: 29,068 shares 29,068 $1.54M 0.04% +1,221 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: restricted; 2024Q4: 230 shares; 2025Q1: 235 shares; 2025Q2: 280 shares; 2025Q3: 318 shares; 2025Q4: 324 shares; 2026Q1: 363 shares 363 $1.53M 0.04% +39 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: restricted; 2024Q4: 4,027 shares; 2025Q1: 6,337 shares; 2025Q2: 5,525 shares; 2025Q3: 5,877 shares; 2025Q4: 11,598 shares; 2026Q1: 12,095 shares 12,095 $1.53M 0.04% +497 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: restricted; 2024Q4: 3,332 shares; 2025Q1: 2,764 shares; 2025Q2: 2,695 shares; 2025Q3: 2,657 shares; 2025Q4: 2,638 shares; 2026Q1: 2,638 shares 2,638 $1.52M 0.04% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,408 shares; 2025Q1: 19,971 shares; 2025Q2: 20,052 shares; 2025Q3: 19,685 shares; 2025Q4: 19,685 shares; 2026Q1: 18,984 shares 18,984 $1.52M 0.04% -701 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,543 shares; 2025Q1: 4,543 shares; 2025Q2: 4,543 shares; 2025Q3: 4,543 shares; 2025Q4: 4,550 shares; 2026Q1: 4,564 shares 4,564 $1.49M 0.04% +14 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: restricted; 2024Q4: 4,560 shares; 2025Q1: 4,560 shares; 2025Q2: 5,102 shares; 2025Q3: 17,522 shares; 2025Q4: 19,085 shares; 2026Q1: 15,901 shares 15,901 $1.48M 0.04% -3,184 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: restricted; 2024Q4: 15,529 shares; 2025Q1: 15,529 shares; 2025Q2: 15,629 shares; 2025Q3: 15,429 shares; 2025Q4: 15,504 shares; 2026Q1: 15,529 shares 15,529 $1.46M 0.04% +25 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,742 shares; 2025Q2: 11,620 shares; 2025Q3: 15,312 shares; 2025Q4: 15,704 shares; 2026Q1: 17,815 shares 17,815 $1.45M 0.04% +2,111 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: restricted; 2024Q4: not reported; 2025Q1: 1,801 shares; 2025Q2: 1,357 shares; 2025Q3: 6,735 shares; 2025Q4: 5,771 shares; 2026Q1: 5,890 shares 5,890 $1.44M 0.04% +119 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,418 shares; 2025Q1: 9,418 shares; 2025Q2: 9,734 shares; 2025Q3: 10,012 shares; 2025Q4: 9,974 shares; 2026Q1: 9,960 shares 9,960 $1.42M 0.04% -14 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: restricted; 2024Q4: 7,323 shares; 2025Q1: 7,323 shares; 2025Q2: 7,323 shares; 2025Q3: 7,323 shares; 2025Q4: 7,203 shares; 2026Q1: 6,918 shares 6,918 $1.41M 0.04% -285 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: restricted; 2024Q4: 5,353 shares; 2025Q1: 5,473 shares; 2025Q2: 5,112 shares; 2025Q3: 4,851 shares; 2025Q4: 4,478 shares; 2026Q1: 4,466 shares 4,466 $1.4M 0.04% -12 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: restricted; 2024Q4: not reported; 2025Q1: 4,126 shares; 2025Q2: 5,653 shares; 2025Q3: 9,657 shares; 2025Q4: 12,106 shares; 2026Q1: 12,979 shares 12,979 $1.39M 0.04% +873 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: restricted; 2024Q4: 31,239 shares; 2025Q1: 29,905 shares; 2025Q2: 31,959 shares; 2025Q3: 31,570 shares; 2025Q4: 29,706 shares; 2026Q1: 27,344 shares 27,344 $1.37M 0.04% -2,362 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,999 shares; 2025Q1: 12,629 shares; 2025Q2: 17,669 shares; 2025Q3: 19,544 shares; 2025Q4: 21,396 shares; 2026Q1: 21,696 shares 21,696 $1.34M 0.04% +300 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: restricted; 2024Q4: 6,817 shares; 2025Q1: 7,259 shares; 2025Q2: 9,631 shares; 2025Q3: 8,526 shares; 2025Q4: 8,510 shares; 2026Q1: 8,792 shares 8,792 $1.33M 0.04% +282 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: restricted; 2024Q4: 15,825 shares; 2025Q1: 346 shares; 2025Q2: not reported; 2025Q3: 271 shares; 2025Q4: 1,479 shares; 2026Q1: 1,523 shares 1,523 $1.32M 0.04% +44 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,322 shares; 2025Q1: 35,481 shares; 2025Q2: 4,156 shares; 2025Q3: 4,156 shares; 2025Q4: 3,813 shares; 2026Q1: 3,813 shares 3,813 $1.31M 0.04% 0 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: restricted; 2024Q4: 2,765 shares; 2025Q1: 2,791 shares; 2025Q2: 3,001 shares; 2025Q3: 3,001 shares; 2025Q4: 3,028 shares; 2026Q1: 3,047 shares 3,047 $1.3M 0.04% +19 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,582 shares; 2025Q1: 15,632 shares; 2025Q2: 15,634 shares; 2025Q3: 15,786 shares; 2025Q4: 15,189 shares; 2026Q1: 14,336 shares 14,336 $1.3M 0.03% -853 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: restricted; 2024Q4: 38,144 shares; 2025Q1: 40,970 shares; 2025Q2: 26,830 shares; 2025Q3: 26,687 shares; 2025Q4: 26,356 shares; 2026Q1: 20,596 shares 20,596 $1.24M 0.03% -5,760 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,349 shares; 2025Q1: 27,049 shares; 2025Q2: 26,278 shares; 2025Q3: 26,278 shares; 2025Q4: 26,276 shares; 2026Q1: 26,276 shares 26,276 $1.23M 0.03% 0 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: restricted; 2024Q4: 247,973 shares; 2025Q1: 171,978 shares; 2025Q2: 175,802 shares; 2025Q3: 164,054 shares; 2025Q4: 162,584 shares; 2026Q1: 9,260 shares 9,260 $1.2M 0.03% -153,324 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,403 shares; 2025Q2: 3,265 shares; 2025Q3: 3,463 shares; 2025Q4: 8,663 shares; 2026Q1: 6,120 shares 6,120 $1.2M 0.03% -2,543 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: restricted; 2024Q4: 10,263 shares; 2025Q1: 10,263 shares; 2025Q2: 10,263 shares; 2025Q3: 10,263 shares; 2025Q4: 10,119 shares; 2026Q1: 9,088 shares 9,088 $1.19M 0.03% -1,031 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,054 shares; 2025Q1: 33,813 shares; 2025Q2: 34,438 shares; 2025Q3: 35,053 shares; 2025Q4: 34,528 shares; 2026Q1: 31,178 shares 31,178 $1.18M 0.03% -3,350 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,355,287 shares; 2025Q4: 1,701,532 shares; 2026Q1: 73,785 shares 73,785 $1.16M 0.03% -1,627,747 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,472 shares; 2025Q1: 69,472 shares; 2025Q2: 69,472 shares; 2025Q3: 69,472 shares; 2025Q4: 26,647 shares; 2026Q1: 26,647 shares 26,647 $1.12M 0.03% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,825 shares 5,825 $1.12M 0.03% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,740 shares; 2025Q1: 24,740 shares; 2025Q2: 24,740 shares; 2025Q3: 24,740 shares; 2025Q4: 24,740 shares; 2026Q1: 24,740 shares 24,740 $1.1M 0.03% 0 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: restricted; 2024Q4: 36,853 shares; 2025Q1: 43,928 shares; 2025Q2: 44,963 shares; 2025Q3: 50,325 shares; 2025Q4: 49,380 shares; 2026Q1: 24,331 shares 24,331 $1.1M 0.03% -25,049 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,557 shares; 2025Q3: 5,788 shares; 2025Q4: 8,084 shares; 2026Q1: 13,882 shares 13,882 $1.09M 0.03% +5,798 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,360 shares; 2025Q1: 14,169 shares; 2025Q2: 32,689 shares; 2025Q3: 32,374 shares; 2025Q4: 19,585 shares; 2026Q1: 19,471 shares 19,471 $1.09M 0.03% -114 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: restricted; 2024Q4: 36,204 shares; 2025Q1: 35,605 shares; 2025Q2: 36,012 shares; 2025Q3: 34,743 shares; 2025Q4: 36,235 shares; 2026Q1: 35,932 shares 35,932 $1.04M 0.03% -303 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: restricted; 2024Q4: 6,859 shares; 2025Q1: 6,860 shares; 2025Q2: 6,762 shares; 2025Q3: 6,686 shares; 2025Q4: 4,214 shares; 2026Q1: 4,197 shares 4,197 $1.04M 0.03% -17 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: restricted; 2024Q4: not reported; 2025Q1: 3,290 shares; 2025Q2: 6,001 shares; 2025Q3: 8,401 shares; 2025Q4: 9,312 shares; 2026Q1: 10,634 shares 10,634 $1.04M 0.03% +1,322 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,379 shares; 2025Q1: 14,379 shares; 2025Q2: 14,379 shares; 2025Q3: 14,379 shares; 2025Q4: 14,379 shares; 2026Q1: 14,379 shares 14,379 $1.03M 0.03% 0 Timeline BL BLACKLINE INC More: the full row for BLACKLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,178 shares; 2025Q1: 28,746 shares; 2025Q2: 28,746 shares; 2025Q3: 27,602 shares; 2025Q4: 27,537 shares; 2026Q1: 27,537 shares 27,537 $1.02M 0.03% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,925 shares; 2025Q1: 2,058 shares; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares; 2025Q4: 2,058 shares; 2026Q1: 3,123 shares 3,123 $1.01M 0.03% +1,065 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,745 shares; 2025Q2: 11,080 shares; 2025Q3: 11,155 shares; 2025Q4: 9,610 shares; 2026Q1: 13,912 shares 13,912 $998K 0.03% +4,302 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: restricted; 2024Q4: 5,638 shares; 2025Q1: 5,638 shares; 2025Q2: 5,638 shares; 2025Q3: 5,638 shares; 2025Q4: 10,935 shares; 2026Q1: 8,564 shares 8,564 $991K 0.03% -2,371 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,123 shares; 2025Q1: 3,045 shares; 2025Q2: 2,996 shares; 2025Q3: 2,931 shares; 2025Q4: 3,007 shares; 2026Q1: 2,720 shares 2,720 $990K 0.03% -287 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: restricted; 2024Q4: 1,669 shares; 2025Q1: 2,174 shares; 2025Q2: 2,211 shares; 2025Q3: 2,108 shares; 2025Q4: 1,930 shares; 2026Q1: 1,635 shares 1,635 $988K 0.03% -295 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,740 shares; 2025Q1: 4,530 shares; 2025Q2: 4,530 shares; 2025Q3: 4,530 shares; 2025Q4: 4,530 shares; 2026Q1: 4,530 shares 4,530 $961K 0.03% 0 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: restricted; 2024Q4: not reported; 2025Q1: 4,795 shares; 2025Q2: 4,595 shares; 2025Q3: 4,595 shares; 2025Q4: 4,603 shares; 2026Q1: 4,595 shares 4,595 $960K 0.03% -8 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,199 shares; 2025Q4: 4,964 shares; 2026Q1: 7,619 shares 7,619 $959K 0.03% +2,655 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: restricted; 2024Q4: 28,565 shares; 2025Q1: 24,969 shares; 2025Q2: 3,737 shares; 2025Q3: 1,880 shares; 2025Q4: 1,890 shares; 2026Q1: 1,912 shares 1,912 $948K 0.03% +22 Timeline ESGU 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: restricted; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 6,700 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares; 2026Q1: 6,700 shares 6,700 $948K 0.03% 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: restricted; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,049 shares; 2026Q1: 1,057 shares 1,057 $946K 0.03% +8 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,055 shares; 2025Q1: 7,055 shares; 2025Q2: 7,365 shares; 2025Q3: 7,365 shares; 2025Q4: 7,386 shares; 2026Q1: 7,055 shares 7,055 $925K 0.02% -331 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: restricted; 2024Q4: 10,009 shares; 2025Q1: 10,780 shares; 2025Q2: 14,354 shares; 2025Q3: 14,787 shares; 2025Q4: 10,082 shares; 2026Q1: 4,755 shares 4,755 $923K 0.02% -5,327 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,177 shares; 2026Q1: 24,253 shares 24,253 $922K 0.02% +14,076 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: restricted; 2024Q4: 13,947 shares; 2025Q1: 13,948 shares; 2025Q2: 13,950 shares; 2025Q3: 13,951 shares; 2025Q4: 13,952 shares; 2026Q1: 13,954 shares 13,954 $921K 0.02% +2 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,626 shares; 2025Q4: 42,884 shares; 2026Q1: 70,754 shares 70,754 $911K 0.02% +27,870 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,434 shares 1,434 $911K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: 12,435 shares; 2025Q2: 12,417 shares; 2025Q3: 4,257 shares; 2025Q4: 4,082 shares; 2026Q1: 4,263 shares 4,263 $911K 0.02% +181 Timeline VONV 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: restricted; 2024Q4: 10,916 shares; 2025Q1: 9,709 shares; 2025Q2: 9,709 shares; 2025Q3: 9,709 shares; 2025Q4: 9,709 shares; 2026Q1: 9,709 shares 9,709 $910K 0.02% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,414 shares; 2025Q1: 4,963 shares; 2025Q2: 4,993 shares; 2025Q3: 4,963 shares; 2025Q4: 4,847 shares; 2026Q1: 4,930 shares 4,930 $851K 0.02% +83 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: restricted; 2024Q4: 15,509 shares; 2025Q1: 19,959 shares; 2025Q2: 20,410 shares; 2025Q3: 17,260 shares; 2025Q4: 16,968 shares; 2026Q1: 17,175 shares 17,175 $837K 0.02% +207 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,555 shares; 2025Q1: 7,661 shares; 2025Q2: 7,668 shares; 2025Q3: 7,714 shares; 2025Q4: 97,579 shares; 2026Q1: 7,693 shares 7,693 $831K 0.02% -89,886 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,771 shares; 2025Q1: 1,771 shares; 2025Q2: 1,771 shares; 2025Q3: 1,021 shares; 2025Q4: 1,791 shares; 2026Q1: 3,791 shares 3,791 $823K 0.02% +2,000 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,054 shares; 2025Q1: 3,054 shares; 2025Q2: 3,054 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $800K 0.02% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,435 shares; 2025Q4: 11,988 shares; 2026Q1: 17,139 shares 17,139 $796K 0.02% +5,151 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: restricted; 2024Q4: 6,245 shares; 2025Q1: 6,245 shares; 2025Q2: 6,245 shares; 2025Q3: 6,245 shares; 2025Q4: 6,245 shares; 2026Q1: 6,245 shares 6,245 $790K 0.02% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 11,172 shares; 2025Q4: 11,172 shares; 2026Q1: 11,172 shares 11,172 $788K 0.02% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,805 shares; 2025Q1: 3,805 shares; 2025Q2: 3,805 shares; 2025Q3: 3,805 shares; 2025Q4: 3,805 shares; 2026Q1: 3,707 shares 3,707 $783K 0.02% -98 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: restricted; 2024Q4: 998 shares; 2025Q1: 920 shares; 2025Q2: 1,515 shares; 2025Q3: 643 shares; 2025Q4: 1,440 shares; 2026Q1: 1,941 shares 1,941 $773K 0.02% +501 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,675 shares; 2025Q1: 6,179 shares; 2025Q2: 6,179 shares; 2025Q3: 6,163 shares; 2025Q4: 7,238 shares; 2026Q1: 6,761 shares 6,761 $753K 0.02% -477 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,088 shares; 2025Q1: 5,088 shares; 2025Q2: 5,282 shares; 2025Q3: 5,222 shares; 2025Q4: 5,214 shares; 2026Q1: 5,164 shares 5,164 $750K 0.02% -50 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,503 shares; 2025Q1: 10,154 shares; 2025Q2: 10,154 shares; 2025Q3: 10,050 shares; 2025Q4: 10,050 shares; 2026Q1: 10,050 shares 10,050 $748K 0.02% 0 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,067 shares; 2026Q1: 33,135 shares 33,135 $727K 0.02% +28,068 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,510 shares; 2025Q1: 1,525 shares; 2025Q2: 1,580 shares; 2025Q3: 2,405 shares; 2025Q4: 3,886 shares; 2026Q1: 10,437 shares 10,437 $721K 0.02% +6,551 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,693 shares; 2025Q1: 15,999 shares; 2025Q2: 31,017 shares; 2025Q3: 31,220 shares; 2025Q4: 24,194 shares; 2026Q1: 27,161 shares 27,161 $720K 0.02% +2,967 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,010 shares; 2026Q1: 5,319 shares 5,319 $716K 0.02% +2,309 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 682 shares; 2026Q1: 1,880 shares 1,880 $714K 0.02% +1,198 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: restricted; 2024Q4: 2,169 shares; 2025Q1: 2,169 shares; 2025Q2: 2,189 shares; 2025Q3: 2,419 shares; 2025Q4: 2,419 shares; 2026Q1: 2,427 shares 2,427 $711K 0.02% +8 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,800 shares; 2025Q1: 3,601 shares; 2025Q2: 3,601 shares; 2025Q3: 3,601 shares; 2025Q4: 1,826 shares; 2026Q1: 1,626 shares 1,626 $706K 0.02% -200 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,863 shares; 2025Q1: 2,863 shares; 2025Q2: 2,863 shares; 2025Q3: 2,863 shares; 2025Q4: 2,863 shares; 2026Q1: 2,884 shares 2,884 $704K 0.02% +21 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,793 shares; 2025Q3: 4,798 shares; 2025Q4: 8,888 shares; 2026Q1: 10,568 shares 10,568 $697K 0.02% +1,680 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: restricted; 2024Q4: 1,603 shares; 2025Q1: 1,515 shares; 2025Q2: 1,515 shares; 2025Q3: 1,515 shares; 2025Q4: 2,026 shares; 2026Q1: 1,590 shares 1,590 $684K 0.02% -436 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: restricted; 2024Q4: 11,262 shares; 2025Q1: 11,262 shares; 2025Q2: 11,165 shares; 2025Q3: 11,165 shares; 2025Q4: 11,570 shares; 2026Q1: 11,250 shares 11,250 $682K 0.02% -320 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,718 shares; 2025Q1: 5,718 shares; 2025Q2: 6,136 shares; 2025Q3: 6,136 shares; 2025Q4: 6,136 shares; 2026Q1: 6,016 shares 6,016 $676K 0.02% -120 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,178 shares; 2025Q1: 13,178 shares; 2025Q2: 13,178 shares; 2025Q3: 13,178 shares; 2025Q4: 13,178 shares; 2026Q1: 11,828 shares 11,828 $666K 0.02% -1,350 Timeline IWN 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: restricted; 2024Q4: 3,581 shares; 2025Q1: 3,511 shares; 2025Q2: 3,511 shares; 2025Q3: 3,511 shares; 2025Q4: 3,511 shares; 2026Q1: 3,511 shares 3,511 $666K 0.02% 0 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: restricted; 2024Q4: 4,364 shares; 2025Q1: 4,364 shares; 2025Q2: 4,364 shares; 2025Q3: 4,364 shares; 2025Q4: 4,364 shares; 2026Q1: 4,364 shares 4,364 $638K 0.02% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,184 shares; 2025Q1: 14,184 shares; 2025Q2: 14,284 shares; 2025Q3: 14,284 shares; 2025Q4: 14,284 shares; 2026Q1: 14,284 shares 14,284 $635K 0.02% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,558 shares; 2025Q1: not reported; 2025Q2: 1,558 shares; 2025Q3: 1,558 shares; 2025Q4: 1,558 shares; 2026Q1: 1,558 shares 1,558 $635K 0.02% 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: restricted; 2024Q4: 4,737 shares; 2025Q1: 5,833 shares; 2025Q2: 5,833 shares; 2025Q3: 4,322 shares; 2025Q4: 4,447 shares; 2026Q1: 4,716 shares 4,716 $623K 0.02% +269 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: restricted; 2024Q4: 6,991 shares; 2025Q1: 6,991 shares; 2025Q2: 6,991 shares; 2025Q3: 6,891 shares; 2025Q4: 6,375 shares; 2026Q1: 6,375 shares 6,375 $615K 0.02% 0 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,117 shares; 2025Q3: 1,117 shares; 2025Q4: 1,119 shares; 2026Q1: 1,120 shares 1,120 $610K 0.02% +1 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,547 shares; 2025Q2: 12,295 shares; 2025Q3: 12,295 shares; 2025Q4: 12,295 shares; 2026Q1: 12,295 shares 12,295 $591K 0.02% 0 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: restricted; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 24,000 shares; 2025Q3: 24,000 shares; 2025Q4: 24,000 shares; 2026Q1: 24,000 shares 24,000 $585K 0.02% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,745 shares; 2025Q3: 3,745 shares; 2025Q4: 5,323 shares; 2026Q1: 8,153 shares 8,153 $579K 0.02% +2,830 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: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $575K 0.02% 0 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: restricted; 2024Q4: 4,008 shares; 2025Q1: 4,008 shares; 2025Q2: 4,121 shares; 2025Q3: 4,058 shares; 2025Q4: 4,092 shares; 2026Q1: 4,092 shares 4,092 $570K 0.02% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,026 shares; 2025Q4: 6,828 shares; 2026Q1: 13,504 shares 13,504 $562K 0.02% +6,676 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: restricted; 2024Q4: 5,284 shares; 2025Q1: 5,367 shares; 2025Q2: 5,437 shares; 2025Q3: 5,337 shares; 2025Q4: 5,129 shares; 2026Q1: 5,976 shares 5,976 $555K 0.01% +847 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,930 shares; 2025Q1: 5,105 shares; 2025Q2: 4,990 shares; 2025Q3: 4,989 shares; 2025Q4: 5,578 shares; 2026Q1: 5,657 shares 5,657 $546K 0.01% +79 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: restricted; 2024Q4: 3,404 shares; 2025Q1: 3,404 shares; 2025Q2: 3,504 shares; 2025Q3: 3,404 shares; 2025Q4: 3,412 shares; 2026Q1: 3,212 shares 3,212 $543K 0.01% -200 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: restricted; 2024Q4: 1,568 shares; 2025Q1: 1,350 shares; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares; 2025Q4: 1,731 shares; 2026Q1: 1,788 shares 1,788 $513K 0.01% +57 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,937 shares; 2025Q1: 6,937 shares; 2025Q2: 6,937 shares; 2025Q3: 6,937 shares; 2025Q4: 6,937 shares; 2026Q1: 6,937 shares 6,937 $504K 0.01% 0 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: restricted; 2024Q4: 9,659 shares; 2025Q1: 9,281 shares; 2025Q2: 7,533 shares; 2025Q3: 7,533 shares; 2025Q4: 7,533 shares; 2026Q1: 7,212 shares 7,212 $503K 0.01% -321 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,691 shares; 2025Q1: 5,026 shares; 2025Q2: 5,014 shares; 2025Q3: 4,983 shares; 2025Q4: 5,084 shares; 2026Q1: 5,085 shares 5,085 $500K 0.01% +1 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,223 shares; 2025Q1: 3,223 shares; 2025Q2: 3,223 shares; 2025Q3: 3,223 shares; 2025Q4: 3,223 shares; 2026Q1: 2,023 shares 2,023 $482K 0.01% -1,200 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: restricted; 2024Q4: 10,435 shares; 2025Q1: 9,635 shares; 2025Q2: 9,301 shares; 2025Q3: 9,301 shares; 2025Q4: 9,292 shares; 2026Q1: 9,260 shares 9,260 $482K 0.01% -32 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: restricted; 2024Q4: not reported; 2025Q1: 7,614 shares; 2025Q2: 8,703 shares; 2025Q3: 8,306 shares; 2025Q4: 8,335 shares; 2026Q1: 7,025 shares 7,025 $474K 0.01% -1,310 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,547 shares; 2025Q3: 5,547 shares; 2025Q4: 5,547 shares; 2026Q1: 5,547 shares 5,547 $472K 0.01% 0 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,945 shares; 2025Q4: 20,820 shares; 2026Q1: 31,405 shares 31,405 $470K 0.01% +10,585 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,116 shares; 2025Q1: 6,410 shares; 2025Q2: 6,551 shares; 2025Q3: 6,369 shares; 2025Q4: 6,367 shares; 2026Q1: 6,367 shares 6,367 $453K 0.01% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,870 shares; 2026Q1: 2,453 shares 2,453 $449K 0.01% +583 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,411 shares; 2026Q1: 7,869 shares 7,869 $448K 0.01% -542 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,300 shares; 2025Q1: 9,300 shares; 2025Q2: 9,300 shares; 2025Q3: 9,300 shares; 2025Q4: 9,300 shares; 2026Q1: 9,300 shares 9,300 $446K 0.01% 0 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: restricted; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: 1,660 shares; 2026Q1: 1,670 shares 1,670 $445K 0.01% +10 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,387 shares; 2025Q1: 7,287 shares; 2025Q2: 7,287 shares; 2025Q3: 7,287 shares; 2025Q4: 8,015 shares; 2026Q1: 8,015 shares 8,015 $442K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 677 shares; 2025Q2: 678 shares; 2025Q3: 428 shares; 2025Q4: 457 shares; 2026Q1: 455 shares 455 $438K 0.01% -2 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: restricted; 2024Q4: 1,231 shares; 2025Q1: 1,551 shares; 2025Q2: 1,551 shares; 2025Q3: 1,231 shares; 2025Q4: 1,237 shares; 2026Q1: 1,262 shares 1,262 $433K 0.01% +25 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,489 shares; 2025Q1: 1,471 shares; 2025Q2: 1,471 shares; 2025Q3: 1,471 shares; 2025Q4: 1,481 shares; 2026Q1: 1,497 shares 1,497 $430K 0.01% +16 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: restricted; 2024Q4: 3,803 shares; 2025Q1: 3,803 shares; 2025Q2: 3,893 shares; 2025Q3: 4,113 shares; 2025Q4: 3,993 shares; 2026Q1: 3,768 shares 3,768 $426K 0.01% -225 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,523 shares; 2025Q2: 7,228 shares; 2025Q3: 6,092 shares; 2025Q4: 7,746 shares; 2026Q1: 7,328 shares 7,328 $422K 0.01% -418 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,700 shares; 2025Q1: 10,785 shares; 2025Q2: 6,540 shares; 2025Q3: 5,790 shares; 2025Q4: not reported; 2026Q1: 13,099 shares 13,099 $419K 0.01% new 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: restricted; 2024Q4: 3,728 shares; 2025Q1: 3,728 shares; 2025Q2: 3,728 shares; 2025Q3: 3,590 shares; 2025Q4: 3,605 shares; 2026Q1: 3,810 shares 3,810 $418K 0.01% +205 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: restricted; 2024Q4: 1,923 shares; 2025Q1: 1,917 shares; 2025Q2: 1,917 shares; 2025Q3: 1,917 shares; 2025Q4: 1,916 shares; 2026Q1: 1,911 shares 1,911 $395K 0.01% -5 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,297 shares; 2025Q1: 4,897 shares; 2025Q2: 5,268 shares; 2025Q3: 5,011 shares; 2025Q4: 4,760 shares; 2026Q1: 4,660 shares 4,660 $390K 0.01% -100 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,461 shares; 2025Q4: 5,370 shares; 2026Q1: 3,753 shares 3,753 $389K 0.01% -1,617 Timeline KBWB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,810 shares 4,810 $381K 0.01% new 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: restricted; 2024Q4: 4,289 shares; 2025Q1: 4,289 shares; 2025Q2: 7,319 shares; 2025Q3: 7,319 shares; 2025Q4: 4,514 shares; 2026Q1: 4,739 shares 4,739 $376K 0.01% +225 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,850 shares; 2025Q2: 7,470 shares; 2025Q3: 7,570 shares; 2025Q4: 7,570 shares; 2026Q1: 7,420 shares 7,420 $374K 0.01% -150 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: restricted; 2024Q4: 1,842 shares; 2025Q1: 1,842 shares; 2025Q2: 1,842 shares; 2025Q3: 1,842 shares; 2025Q4: 2,042 shares; 2026Q1: 2,017 shares 2,017 $367K 0.01% -25 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,284 shares; 2025Q1: 1,284 shares; 2025Q2: 1,284 shares; 2025Q3: 1,284 shares; 2025Q4: 1,288 shares; 2026Q1: 1,284 shares 1,284 $361K 0.01% -4 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: restricted; 2024Q4: 1,895 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares; 2026Q1: 1,895 shares 1,895 $360K 0.01% 0 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: restricted; 2024Q4: 4,510 shares; 2025Q1: 4,366 shares; 2025Q2: 5,915 shares; 2025Q3: 5,647 shares; 2025Q4: 5,761 shares; 2026Q1: 5,529 shares 5,529 $354K 0.01% -232 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,674 shares; 2025Q1: 4,924 shares; 2025Q2: 4,924 shares; 2025Q3: 4,924 shares; 2025Q4: 5,884 shares; 2026Q1: 5,402 shares 5,402 $349K 0.01% -482 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: restricted; 2024Q4: 3,828 shares; 2025Q1: 3,828 shares; 2025Q2: 3,828 shares; 2025Q3: 3,828 shares; 2025Q4: 3,846 shares; 2026Q1: 3,828 shares 3,828 $348K 0.01% -18 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $348K 0.01% 0 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: restricted; 2024Q4: 3,624 shares; 2025Q1: 6,337 shares; 2025Q2: 6,936 shares; 2025Q3: 6,077 shares; 2025Q4: 3,829 shares; 2026Q1: 1,733 shares 1,733 $342K 0.01% -2,096 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $341K 0.01% 0 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: restricted; 2024Q4: 2,317 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,907 shares; 2026Q1: 2,052 shares 2,052 $338K 0.01% +145 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,126 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 1,126 shares; 2026Q1: 1,626 shares 1,626 $337K 0.01% +500 Timeline TLT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares 3,800 $329K 0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,553 shares; 2025Q2: 6,553 shares; 2025Q3: 6,553 shares; 2025Q4: 6,553 shares; 2026Q1: 6,553 shares 6,553 $327K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,159 shares; 2025Q1: 1,214 shares; 2025Q2: 1,223 shares; 2025Q3: 1,229 shares; 2025Q4: 1,236 shares; 2026Q1: 1,172 shares 1,172 $327K 0.01% -64 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,112 shares; 2025Q1: 9,112 shares; 2025Q2: 8,712 shares; 2025Q3: 8,712 shares; 2025Q4: 8,712 shares; 2026Q1: 8,712 shares 8,712 $324K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 728 shares; 2025Q4: 731 shares; 2026Q1: 728 shares 728 $324K 0.01% -3 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: restricted; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 905 shares 905 $322K 0.01% new Timeline VERX VERTEX INC More: the full row for VERTEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 378,104 shares; 2025Q2: 432,453 shares; 2025Q3: not reported; 2025Q4: 16,013 shares; 2026Q1: 26,328 shares 26,328 $313K 0.01% +10,315 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 315 shares 315 $309K 0.01% 0 Timeline SOXX 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: restricted; 2024Q4: 939 shares; 2025Q1: not reported; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: 939 shares; 2026Q1: 939 shares 939 $309K 0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,654 shares 2,654 $305K 0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,211 shares; 2025Q1: 6,211 shares; 2025Q2: 6,211 shares; 2025Q3: 6,211 shares; 2025Q4: 6,576 shares; 2026Q1: 6,211 shares 6,211 $303K 0.01% -365 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: restricted; 2024Q4: 1,863 shares; 2025Q1: 1,864 shares; 2025Q2: 1,821 shares; 2025Q3: 1,822 shares; 2025Q4: 1,856 shares; 2026Q1: 1,826 shares 1,826 $302K 0.01% -30 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,657 shares; 2025Q1: 5,309 shares; 2025Q2: 5,719 shares; 2025Q3: 7,044 shares; 2025Q4: 7,107 shares; 2026Q1: 5,109 shares 5,109 $302K 0.01% -1,998 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,830 shares; 2025Q1: 7,967 shares; 2025Q2: 8,130 shares; 2025Q3: 8,130 shares; 2025Q4: 7,620 shares; 2026Q1: 5,306 shares 5,306 $287K 0.01% -2,314 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $284K 0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 993 shares; 2025Q1: 1,027 shares; 2025Q2: 1,027 shares; 2025Q3: 724 shares; 2025Q4: 991 shares; 2026Q1: 1,043 shares 1,043 $282K 0.01% +52 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,075 shares; 2025Q2: 7,075 shares; 2025Q3: 7,075 shares; 2025Q4: 7,075 shares; 2026Q1: 7,075 shares 7,075 $282K 0.01% 0 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: restricted; 2024Q4: 2,724 shares; 2025Q1: 2,024 shares; 2025Q2: 2,024 shares; 2025Q3: 2,024 shares; 2025Q4: 2,024 shares; 2026Q1: 2,024 shares 2,024 $281K 0.01% 0 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: restricted; 2024Q4: 7,167 shares; 2025Q1: 7,167 shares; 2025Q2: 7,167 shares; 2025Q3: 7,167 shares; 2025Q4: 7,167 shares; 2026Q1: 7,167 shares 7,167 $279K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,181 shares; 2025Q3: 1,181 shares; 2025Q4: 1,185 shares; 2026Q1: 1,185 shares 1,185 $273K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,634 shares; 2025Q3: 1,634 shares; 2025Q4: 1,642 shares; 2026Q1: 1,584 shares 1,584 $268K 0.01% -58 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: restricted; 2024Q4: 455 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $265K 0.01% 0 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,728 shares; 2025Q4: 1,728 shares; 2026Q1: 1,728 shares 1,728 $264K 0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,615 shares; 2025Q1: 12,615 shares; 2025Q2: 12,615 shares; 2025Q3: 12,615 shares; 2025Q4: 12,615 shares; 2026Q1: 12,615 shares 12,615 $261K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350 $258K 0.01% new 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: restricted; 2024Q4: 1,760 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,760 shares 1,760 $254K 0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,346 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,523 shares 6,523 $254K 0.01% new Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,230 shares; 2025Q1: 2,165 shares; 2025Q2: 2,165 shares; 2025Q3: 2,133 shares; 2025Q4: 2,133 shares; 2026Q1: 2,133 shares 2,133 $252K 0.01% 0 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,435 shares; 2025Q1: 7,435 shares; 2025Q2: 7,435 shares; 2025Q3: 7,435 shares; 2025Q4: 7,435 shares; 2026Q1: 7,435 shares 7,435 $251K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,424 shares; 2025Q3: 2,360 shares; 2025Q4: 2,278 shares; 2026Q1: 2,006 shares 2,006 $249K 0.01% -272 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,806 shares; 2025Q4: 2,806 shares; 2026Q1: 2,806 shares 2,806 $247K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,075 shares; 2025Q3: 1,632 shares; 2025Q4: 1,692 shares; 2026Q1: 2,032 shares 2,032 $241K 0.01% +340 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,439 shares; 2025Q1: 2,939 shares; 2025Q2: 3,369 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,103 shares 2,103 $239K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: 6,177 shares; 2025Q2: 4,227 shares; 2025Q3: 4,677 shares; 2025Q4: 3,927 shares; 2026Q1: 2,577 shares 2,577 $236K 0.01% -1,350 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,064 shares; 2025Q1: 6,508 shares; 2025Q2: 6,438 shares; 2025Q3: 5,542 shares; 2025Q4: 5,442 shares; 2026Q1: 4,631 shares 4,631 $235K 0.01% -811 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,574 shares 12,574 $235K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,345 shares; 2026Q1: 4,345 shares 4,345 $235K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,827 shares; 2025Q1: 7,827 shares; 2025Q2: 8,227 shares; 2025Q3: 8,227 shares; 2025Q4: 8,227 shares; 2026Q1: 6,977 shares 6,977 $234K 0.01% -1,250 Timeline OEF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 722 shares 722 $230K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,068 shares; 2025Q4: 1,068 shares; 2026Q1: 1,068 shares 1,068 $228K 0.01% 0 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,298 shares 1,298 $225K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,138 shares; 2025Q2: 2,113 shares; 2025Q3: not reported; 2025Q4: 1,460 shares; 2026Q1: 1,460 shares 1,460 $223K 0.01% 0 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: restricted; 2024Q4: 1,327 shares; 2025Q1: 1,301 shares; 2025Q2: 1,301 shares; 2025Q3: 1,301 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares 1,130 $222K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,068 shares; 2025Q1: not reported; 2025Q2: 4,762 shares; 2025Q3: 4,762 shares; 2025Q4: 4,815 shares; 2026Q1: 4,762 shares 4,762 $219K 0.01% -53 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,352 shares; 2025Q2: 4,352 shares; 2025Q3: not reported; 2025Q4: 3,952 shares; 2026Q1: 3,952 shares 3,952 $218K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,482 shares; 2025Q2: 2,462 shares; 2025Q3: 2,452 shares; 2025Q4: 2,452 shares; 2026Q1: 2,452 shares 2,452 $217K 0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,858 shares; 2025Q3: 1,858 shares; 2025Q4: 1,858 shares; 2026Q1: 1,608 shares 1,608 $217K 0.01% -250 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,900 shares; 2025Q2: 6,100 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,900 shares 5,900 $213K 0.01% 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: restricted; 2024Q4: 8,750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,750 shares; 2026Q1: 8,750 shares 8,750 $212K 0.01% 0 Timeline BOBS BOBS DISC FURNITURE INC More: the full row for BOBS DISC FURNITURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,015 shares 18,015 $212K 0.01% new Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,952 shares; 2026Q1: 4,000 shares 4,000 $209K 0.01% -952 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 692 shares; 2026Q1: 692 shares 692 $209K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 992 shares; 2025Q2: 1,227 shares; 2025Q3: 1,331 shares; 2025Q4: 1,231 shares; 2026Q1: 1,321 shares 1,321 $208K 0.01% +90 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,390 shares; 2025Q1: 27,390 shares; 2025Q2: 27,390 shares; 2025Q3: 27,390 shares; 2025Q4: 27,390 shares; 2026Q1: 27,390 shares 27,390 $108K <0.01% 0 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $53K <0.01% 0 Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $51K <0.01% 0 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,731 shares 12,731 $8.16K <0.01% new Timeline