FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 759,709 shares; 2024Q4: 762,686 shares; 2025Q1: 854,023 shares; 2025Q2: 826,517 shares; 2025Q3: 767,848 shares; 2025Q4: 804,703 shares; 2026Q1: 656,040 shares 656,040 $36.2M 6.54% -148,663 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: 223,165 shares; 2024Q4: 194,709 shares; 2025Q1: 200,520 shares; 2025Q2: 201,123 shares; 2025Q3: 209,116 shares; 2025Q4: 210,513 shares; 2026Q1: 211,859 shares 211,859 $35.9M 6.48% +1,346 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: 23,384 shares; 2024Q4: 24,368 shares; 2025Q1: 24,352 shares; 2025Q2: 36,514 shares; 2025Q3: 38,668 shares; 2025Q4: 47,718 shares; 2026Q1: 47,237 shares 47,237 $30.7M 5.54% -481 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: 671 shares; 2024Q4: 730 shares; 2025Q1: 729 shares; 2025Q2: 825 shares; 2025Q3: 52,046 shares; 2025Q4: 36,939 shares; 2026Q1: 29,210 shares 29,210 $24.7M 4.46% -7,729 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: 95,492 shares; 2024Q4: 95,369 shares; 2025Q1: 86,683 shares; 2025Q2: 93,856 shares; 2025Q3: 99,517 shares; 2025Q4: 113,379 shares; 2026Q1: 100,591 shares 100,591 $17.5M 3.16% -12,788 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: 51,559 shares; 2024Q4: 52,102 shares; 2025Q1: 50,190 shares; 2025Q2: 54,332 shares; 2025Q3: 58,119 shares; 2025Q4: 68,845 shares; 2026Q1: 63,720 shares 63,720 $16.2M 2.92% -5,125 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: 144,017 shares; 2024Q4: 142,897 shares; 2025Q1: 141,102 shares; 2025Q2: 141,621 shares; 2025Q3: 142,859 shares; 2025Q4: 142,560 shares; 2026Q1: 121,929 shares 121,929 $16.1M 2.9% -20,631 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,610 shares; 2024Q4: 116,610 shares; 2025Q1: 112,210 shares; 2025Q2: 110,760 shares; 2025Q3: 110,760 shares; 2025Q4: 293,733 shares; 2026Q1: 293,733 shares 293,733 $15.6M 2.81% 0 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,300 shares; 2025Q2: 93,069 shares; 2025Q3: 263,212 shares; 2025Q4: 245,529 shares; 2026Q1: 274,717 shares 274,717 $13.7M 2.48% +29,188 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,711 shares; 2024Q4: 26,854 shares; 2025Q1: 26,501 shares; 2025Q2: 29,049 shares; 2025Q3: 32,890 shares; 2025Q4: 35,806 shares; 2026Q1: 32,148 shares 32,148 $11.9M 2.15% -3,658 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668,007 shares; 2024Q4: 587,003 shares; 2025Q1: 593,403 shares; 2025Q2: 593,740 shares; 2025Q3: 590,940 shares; 2025Q4: 591,340 shares; 2026Q1: 598,340 shares 598,340 $11.5M 2.08% +7,000 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,608 shares; 2024Q4: 43,140 shares; 2025Q1: 51,248 shares; 2025Q2: 49,646 shares; 2025Q3: 50,421 shares; 2025Q4: 50,835 shares; 2026Q1: 65,031 shares 65,031 $9.63M 1.74% +14,196 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,059 shares; 2024Q4: 23,160 shares; 2025Q1: 21,985 shares; 2025Q2: 23,457 shares; 2025Q3: 25,758 shares; 2025Q4: 32,592 shares; 2026Q1: 32,127 shares 32,127 $9.24M 1.67% -465 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: 31,061 shares; 2024Q4: 31,393 shares; 2025Q1: 29,893 shares; 2025Q2: 32,947 shares; 2025Q3: 37,169 shares; 2025Q4: 40,982 shares; 2026Q1: 36,936 shares 36,936 $7.69M 1.39% -4,046 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,954 shares; 2024Q4: 198,917 shares; 2025Q1: 179,483 shares; 2025Q2: 147,639 shares; 2025Q3: 153,980 shares; 2025Q4: 142,833 shares; 2026Q1: 138,159 shares 138,159 $7.67M 1.38% -4,674 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343,949 shares; 2024Q4: 355,986 shares; 2025Q1: 310,456 shares; 2025Q2: 269,083 shares; 2025Q3: 170,070 shares; 2025Q4: 129,278 shares; 2026Q1: 127,097 shares 127,097 $7.2M 1.3% -2,181 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,938 shares; 2025Q1: 4,178 shares; 2025Q2: 5,308 shares; 2025Q3: 36,584 shares; 2025Q4: 32,923 shares; 2026Q1: 30,370 shares 30,370 $6.49M 1.17% -2,553 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: 190,267 shares; 2024Q4: 180,667 shares; 2025Q1: 174,063 shares; 2025Q2: 164,965 shares; 2025Q3: 164,965 shares; 2025Q4: 165,965 shares; 2026Q1: 165,965 shares 165,965 $6.28M 1.13% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 479 shares; 2025Q1: 495 shares; 2025Q2: 538 shares; 2025Q3: 4,763 shares; 2025Q4: 4,293 shares; 2026Q1: 4,197 shares 4,197 $6.18M 1.11% -96 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,720 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,560 shares; 2025Q3: 13,540 shares; 2025Q4: 32,845 shares; 2026Q1: 52,965 shares 52,965 $6.16M 1.11% +20,120 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,901 shares; 2024Q4: 7,032 shares; 2025Q1: 7,133 shares; 2025Q2: 8,935 shares; 2025Q3: 9,295 shares; 2025Q4: 9,840 shares; 2026Q1: 10,271 shares 10,271 $6.14M 1.11% +431 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,890 shares; 2024Q4: 15,076 shares; 2025Q1: 15,482 shares; 2025Q2: 16,621 shares; 2025Q3: 19,512 shares; 2025Q4: 19,907 shares; 2026Q1: 18,106 shares 18,106 $5.6M 1.01% -1,801 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: 11,951 shares; 2024Q4: 12,469 shares; 2025Q1: 11,204 shares; 2025Q2: 19,050 shares; 2025Q3: 21,632 shares; 2025Q4: 19,043 shares; 2026Q1: 19,431 shares 19,431 $5.57M 1.01% +388 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,017 shares; 2024Q4: 8,080 shares; 2025Q1: 7,420 shares; 2025Q2: 8,074 shares; 2025Q3: 12,864 shares; 2025Q4: 13,693 shares; 2026Q1: 9,014 shares 9,014 $5.16M 0.93% -4,679 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: 8,023 shares; 2024Q4: 8,623 shares; 2025Q1: 7,752 shares; 2025Q2: 10,758 shares; 2025Q3: 16,846 shares; 2025Q4: 18,982 shares; 2026Q1: 12,619 shares 12,619 $4.69M 0.85% -6,363 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: 2,178 shares; 2024Q4: 2,178 shares; 2025Q1: 3,014 shares; 2025Q2: 6,141 shares; 2025Q3: 6,141 shares; 2025Q4: 6,141 shares; 2026Q1: 6,141 shares 6,141 $4.28M 0.77% 0 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: 9,766 shares; 2024Q4: 9,534 shares; 2025Q1: 9,932 shares; 2025Q2: 13,004 shares; 2025Q3: 15,119 shares; 2025Q4: 16,512 shares; 2026Q1: 16,196 shares 16,196 $3.96M 0.71% -316 Timeline DSI 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: 33,930 shares; 2024Q4: 33,930 shares; 2025Q1: 32,425 shares; 2025Q2: 32,425 shares; 2025Q3: 32,425 shares; 2025Q4: 32,425 shares; 2026Q1: 32,425 shares 32,425 $3.93M 0.71% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,149 shares; 2024Q4: 7,925 shares; 2025Q1: 8,098 shares; 2025Q2: 8,495 shares; 2025Q3: 8,584 shares; 2025Q4: 8,680 shares; 2026Q1: 8,147 shares 8,147 $3.9M 0.7% -533 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,557 shares; 2024Q4: 66,841 shares; 2025Q1: 66,841 shares; 2025Q2: 68,641 shares; 2025Q3: 67,641 shares; 2025Q4: 67,641 shares; 2026Q1: 67,641 shares 67,641 $3.86M 0.7% 0 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,510 shares; 2024Q4: 91,510 shares; 2025Q1: 74,671 shares; 2025Q2: 74,671 shares; 2025Q3: 74,671 shares; 2025Q4: 74,671 shares; 2026Q1: 74,671 shares 74,671 $3.6M 0.65% 0 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: 11,686 shares; 2024Q4: 11,686 shares; 2025Q1: 17,682 shares; 2025Q2: 15,832 shares; 2025Q3: 15,832 shares; 2025Q4: 15,505 shares; 2026Q1: 15,782 shares 15,782 $3.39M 0.61% +277 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: 5,780 shares; 2024Q4: 5,654 shares; 2025Q1: 5,671 shares; 2025Q2: 5,621 shares; 2025Q3: 5,643 shares; 2025Q4: 5,646 shares; 2026Q1: 5,618 shares 5,618 $3.16M 0.57% -28 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: 8,139 shares; 2024Q4: 8,087 shares; 2025Q1: 8,415 shares; 2025Q2: 8,894 shares; 2025Q3: 10,683 shares; 2025Q4: 10,689 shares; 2026Q1: 9,543 shares 9,543 $2.81M 0.51% -1,146 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 2,414 shares; 2025Q1: 2,493 shares; 2025Q2: 2,634 shares; 2025Q3: 3,268 shares; 2025Q4: 4,087 shares; 2026Q1: 3,044 shares 3,044 $2.8M 0.51% -1,043 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: 12,378 shares; 2024Q4: 10,838 shares; 2025Q1: 10,163 shares; 2025Q2: 12,228 shares; 2025Q3: 13,290 shares; 2025Q4: 22,819 shares; 2026Q1: 21,942 shares 21,942 $2.64M 0.48% -877 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 2,867 shares; 2025Q1: 2,867 shares; 2025Q2: 2,867 shares; 2025Q3: 2,867 shares; 2025Q4: 26,036 shares; 2026Q1: 24,662 shares 24,662 $2.4M 0.43% -1,374 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,400 shares; 2024Q4: 20,400 shares; 2025Q1: 19,400 shares; 2025Q2: 19,400 shares; 2025Q3: 23,400 shares; 2025Q4: 23,400 shares; 2026Q1: 24,400 shares 24,400 $2.3M 0.41% +1,000 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: 5,642 shares; 2024Q4: 5,760 shares; 2025Q1: 6,051 shares; 2025Q2: 6,381 shares; 2025Q3: 6,941 shares; 2025Q4: 7,184 shares; 2026Q1: 7,563 shares 7,563 $2.29M 0.41% +379 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: 9,561 shares; 2024Q4: 6,836 shares; 2025Q1: 6,836 shares; 2025Q2: 6,836 shares; 2025Q3: 6,836 shares; 2025Q4: 8,931 shares; 2026Q1: 9,091 shares 9,091 $2.25M 0.41% +160 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,623 shares; 2024Q4: 6,554 shares; 2025Q1: 6,643 shares; 2025Q2: 8,310 shares; 2025Q3: 9,688 shares; 2025Q4: 10,728 shares; 2026Q1: 10,251 shares 10,251 $2.23M 0.4% -477 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,469 shares; 2024Q4: 5,548 shares; 2025Q1: 5,660 shares; 2025Q2: 7,574 shares; 2025Q3: 12,764 shares; 2025Q4: 15,936 shares; 2026Q1: 15,569 shares 15,569 $2.17M 0.39% -367 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.15M 0.39% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,038 shares; 2025Q1: 1,043 shares; 2025Q2: 1,941 shares; 2025Q3: 2,829 shares; 2025Q4: 3,216 shares; 2026Q1: 2,993 shares 2,993 $2.12M 0.38% -223 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 2,884 shares; 2025Q1: 3,378 shares; 2025Q2: 2,847 shares; 2025Q3: 2,847 shares; 2025Q4: 6,064 shares; 2026Q1: 33,099 shares 33,099 $2.03M 0.37% +27,035 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,495 shares; 2024Q4: 113,045 shares; 2025Q1: 68,490 shares; 2025Q2: 82,590 shares; 2025Q3: 82,590 shares; 2025Q4: 71,240 shares; 2026Q1: 39,905 shares 39,905 $2M 0.36% -31,335 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: 22,086 shares; 2024Q4: 26,586 shares; 2025Q1: 26,586 shares; 2025Q2: 32,060 shares; 2025Q3: 33,025 shares; 2025Q4: 32,975 shares; 2026Q1: 33,857 shares 33,857 $2M 0.36% +882 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: 14,843 shares; 2024Q4: 8,233 shares; 2025Q1: 8,351 shares; 2025Q2: 7,317 shares; 2025Q3: 10,611 shares; 2025Q4: 10,356 shares; 2026Q1: 9,519 shares 9,519 $1.97M 0.36% -837 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,796 shares; 2025Q2: 6,766 shares; 2025Q3: 21,270 shares; 2025Q4: 166,396 shares; 2026Q1: 52,706 shares 52,706 $1.96M 0.35% -113,690 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,153 shares; 2024Q4: 17,111 shares; 2025Q1: 18,649 shares; 2025Q2: 18,806 shares; 2025Q3: 24,161 shares; 2025Q4: 25,499 shares; 2026Q1: 24,506 shares 24,506 $1.9M 0.34% -993 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: 9,553 shares; 2024Q4: 10,139 shares; 2025Q1: 10,151 shares; 2025Q2: 12,297 shares; 2025Q3: 14,752 shares; 2025Q4: 15,277 shares; 2026Q1: 14,604 shares 14,604 $1.82M 0.33% -673 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: 9,990 shares; 2024Q4: 8,773 shares; 2025Q1: 8,686 shares; 2025Q2: 10,466 shares; 2025Q3: 11,235 shares; 2025Q4: 10,075 shares; 2026Q1: 12,480 shares 12,480 $1.8M 0.33% +2,405 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,570 shares; 2024Q4: 100,570 shares; 2025Q1: 100,570 shares; 2025Q2: 100,570 shares; 2025Q3: 100,570 shares; 2025Q4: 100,570 shares; 2026Q1: 100,570 shares 100,570 $1.8M 0.32% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 616 shares; 2025Q3: 9,577 shares; 2025Q4: 9,573 shares; 2026Q1: 3,162 shares 3,162 $1.74M 0.31% -6,411 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,680 shares; 2025Q1: 1,666 shares; 2025Q2: 1,780 shares; 2025Q3: 1,869 shares; 2025Q4: 18,091 shares; 2026Q1: 16,583 shares 16,583 $1.59M 0.29% -1,508 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,308 shares; 2024Q4: 5,331 shares; 2025Q1: 5,333 shares; 2025Q2: 5,338 shares; 2025Q3: 5,385 shares; 2025Q4: 5,335 shares; 2026Q1: 5,388 shares 5,388 $1.53M 0.28% +53 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,368 shares; 2024Q4: 7,206 shares; 2025Q1: 4,113 shares; 2025Q2: 4,515 shares; 2025Q3: 5,151 shares; 2025Q4: 5,139 shares; 2026Q1: 4,276 shares 4,276 $1.44M 0.26% -863 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: 2,421 shares; 2024Q4: 2,498 shares; 2025Q1: 2,582 shares; 2025Q2: 2,888 shares; 2025Q3: 2,983 shares; 2025Q4: 2,875 shares; 2026Q1: 2,820 shares 2,820 $1.41M 0.25% -55 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: 3,706 shares; 2024Q4: 3,684 shares; 2025Q1: 3,874 shares; 2025Q2: 4,786 shares; 2025Q3: 6,599 shares; 2025Q4: 8,491 shares; 2026Q1: 8,408 shares 8,408 $1.39M 0.25% -83 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: 1,895 shares; 2024Q4: 1,716 shares; 2025Q1: 1,624 shares; 2025Q2: 2,096 shares; 2025Q3: 2,511 shares; 2025Q4: 3,718 shares; 2026Q1: 3,950 shares 3,950 $1.39M 0.25% +232 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,418 shares; 2024Q4: 3,207 shares; 2025Q1: 3,450 shares; 2025Q2: 3,523 shares; 2025Q3: 3,869 shares; 2025Q4: 4,458 shares; 2026Q1: 3,922 shares 3,922 $1.34M 0.24% -536 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,322 shares; 2024Q4: 102,191 shares; 2025Q1: 49,050 shares; 2025Q2: 37,840 shares; 2025Q3: 29,500 shares; 2025Q4: not reported; 2026Q1: 26,610 shares 26,610 $1.34M 0.24% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,382 shares; 2024Q4: 2,536 shares; 2025Q1: 2,486 shares; 2025Q2: 2,704 shares; 2025Q3: 3,598 shares; 2025Q4: 5,599 shares; 2026Q1: 6,948 shares 6,948 $1.3M 0.23% +1,349 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,617 shares; 2025Q3: 30,217 shares; 2025Q4: 25,617 shares; 2026Q1: 25,717 shares 25,717 $1.27M 0.23% +100 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: 14,535 shares; 2024Q4: 14,011 shares; 2025Q1: 13,481 shares; 2025Q2: 16,056 shares; 2025Q3: 17,410 shares; 2025Q4: 19,263 shares; 2026Q1: 16,715 shares 16,715 $1.27M 0.23% -2,548 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,199 shares; 2024Q4: 4,199 shares; 2025Q1: 5,456 shares; 2025Q2: 8,817 shares; 2025Q3: 8,649 shares; 2025Q4: 8,649 shares; 2026Q1: 8,649 shares 8,649 $1.27M 0.23% 0 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: 4,511 shares; 2024Q4: 4,684 shares; 2025Q1: 4,967 shares; 2025Q2: 5,530 shares; 2025Q3: 6,573 shares; 2025Q4: 6,483 shares; 2026Q1: 6,565 shares 6,565 $1.27M 0.23% +82 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 1,253 shares; 2025Q1: 1,283 shares; 2025Q2: 1,384 shares; 2025Q3: 1,440 shares; 2025Q4: 1,376 shares; 2026Q1: 1,266 shares 1,266 $1.26M 0.23% -110 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: 2,183 shares; 2024Q4: 2,243 shares; 2025Q1: 2,370 shares; 2025Q2: 2,925 shares; 2025Q3: 3,517 shares; 2025Q4: 5,273 shares; 2026Q1: 5,153 shares 5,153 $1.25M 0.23% -120 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,452 shares; 2024Q4: 10,452 shares; 2025Q1: 10,947 shares; 2025Q2: 25,022 shares; 2025Q3: 25,022 shares; 2025Q4: 25,157 shares; 2026Q1: 25,022 shares 25,022 $1.24M 0.22% -135 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: 3,261 shares; 2024Q4: 3,219 shares; 2025Q1: 3,365 shares; 2025Q2: 3,819 shares; 2025Q3: 4,606 shares; 2025Q4: 4,577 shares; 2026Q1: 4,306 shares 4,306 $1.22M 0.22% -271 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: 5,971 shares; 2024Q4: 5,293 shares; 2025Q1: 4,953 shares; 2025Q2: 5,990 shares; 2025Q3: 6,058 shares; 2025Q4: 6,246 shares; 2026Q1: 5,647 shares 5,647 $1.15M 0.21% -599 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: 3,316 shares; 2024Q4: 3,233 shares; 2025Q1: 3,166 shares; 2025Q2: 3,887 shares; 2025Q3: 4,418 shares; 2025Q4: 3,869 shares; 2026Q1: 3,459 shares 3,459 $1.14M 0.21% -410 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,337 shares; 2025Q3: 18,285 shares; 2025Q4: 6,985 shares; 2026Q1: 14,818 shares 14,818 $1.11M 0.2% +7,833 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: 4,319 shares; 2024Q4: 4,286 shares; 2025Q1: 4,420 shares; 2025Q2: 5,351 shares; 2025Q3: 6,227 shares; 2025Q4: 6,411 shares; 2026Q1: 6,865 shares 6,865 $1.1M 0.2% +454 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: 27,191 shares; 2024Q4: 28,994 shares; 2025Q1: 14,579 shares; 2025Q2: 14,834 shares; 2025Q3: 17,995 shares; 2025Q4: 19,943 shares; 2026Q1: 22,453 shares 22,453 $1.09M 0.2% +2,510 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,694 shares; 2024Q4: 17,430 shares; 2025Q1: 17,444 shares; 2025Q2: 4,812 shares; 2025Q3: 4,525 shares; 2025Q4: 4,371 shares; 2026Q1: 4,359 shares 4,359 $1.09M 0.2% -12 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,924 shares; 2025Q3: 8,337 shares; 2025Q4: 12,273 shares; 2026Q1: 16,500 shares 16,500 $1.09M 0.2% +4,227 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,500 shares; 2024Q4: 108,500 shares; 2025Q1: 108,500 shares; 2025Q2: 108,500 shares; 2025Q3: 106,882 shares; 2025Q4: 96,000 shares; 2026Q1: 96,000 shares 96,000 $1.08M 0.19% 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: 5,163 shares; 2024Q4: 4,614 shares; 2025Q1: 5,124 shares; 2025Q2: 6,018 shares; 2025Q3: 6,387 shares; 2025Q4: 6,381 shares; 2026Q1: 6,531 shares 6,531 $1.07M 0.19% +150 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,250 shares; 2024Q4: 8,300 shares; 2025Q1: 8,330 shares; 2025Q2: 8,430 shares; 2025Q3: 9,160 shares; 2025Q4: 10,539 shares; 2026Q1: 10,646 shares 10,646 $1.06M 0.19% +107 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 5,705 shares; 2025Q1: 7,746 shares; 2025Q2: 9,529 shares; 2025Q3: 9,529 shares; 2025Q4: 10,466 shares; 2026Q1: 9,529 shares 9,529 $1.06M 0.19% -937 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,922 shares; 2025Q1: 5,477 shares; 2025Q2: 7,051 shares; 2025Q3: 7,577 shares; 2025Q4: 7,018 shares; 2026Q1: 7,125 shares 7,125 $1.04M 0.19% +107 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: 21,521 shares; 2024Q4: 17,950 shares; 2025Q1: 19,574 shares; 2025Q2: 25,576 shares; 2025Q3: 29,270 shares; 2025Q4: 34,767 shares; 2026Q1: 35,757 shares 35,757 $1.04M 0.19% +990 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 1,730 shares; 2025Q1: 1,791 shares; 2025Q2: 1,853 shares; 2025Q3: 2,356 shares; 2025Q4: 2,125 shares; 2026Q1: 2,075 shares 2,075 $1.03M 0.19% -50 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: 5,177 shares; 2024Q4: 5,254 shares; 2025Q1: 5,722 shares; 2025Q2: 6,217 shares; 2025Q3: 7,090 shares; 2025Q4: 6,561 shares; 2026Q1: 6,862 shares 6,862 $1.01M 0.18% +301 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,812 shares; 2025Q4: 40,671 shares; 2026Q1: 37,867 shares 37,867 $994K 0.18% -2,804 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: 2,161 shares; 2024Q4: 2,177 shares; 2025Q1: 2,457 shares; 2025Q2: 3,095 shares; 2025Q3: 4,256 shares; 2025Q4: 4,795 shares; 2026Q1: 4,068 shares 4,068 $986K 0.18% -727 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 533 shares; 2025Q4: 1,463 shares; 2026Q1: 1,433 shares 1,433 $976K 0.18% -30 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: 11,860 shares; 2024Q4: 11,338 shares; 2025Q1: 13,689 shares; 2025Q2: 13,424 shares; 2025Q3: 13,670 shares; 2025Q4: 13,767 shares; 2026Q1: 12,233 shares 12,233 $974K 0.18% -1,534 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,647 shares; 2025Q4: 4,405 shares; 2026Q1: 4,353 shares 4,353 $943K 0.17% -52 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: 2,407 shares; 2024Q4: 2,438 shares; 2025Q1: 2,375 shares; 2025Q2: 2,760 shares; 2025Q3: 3,285 shares; 2025Q4: 3,518 shares; 2026Q1: 3,116 shares 3,116 $943K 0.17% -402 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,742 shares; 2024Q4: 7,488 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,107 shares; 2025Q4: 23,152 shares; 2026Q1: 22,711 shares 22,711 $932K 0.17% -441 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: 4,786 shares; 2024Q4: 5,004 shares; 2025Q1: 6,877 shares; 2025Q2: 7,366 shares; 2025Q3: 8,365 shares; 2025Q4: 9,446 shares; 2026Q1: 8,164 shares 8,164 $926K 0.17% -1,282 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,975 shares; 2024Q4: 2,680 shares; 2025Q1: 2,434 shares; 2025Q2: 3,065 shares; 2025Q3: 4,914 shares; 2025Q4: 4,507 shares; 2026Q1: 4,666 shares 4,666 $906K 0.16% +159 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: 661 shares; 2024Q4: 695 shares; 2025Q1: 751 shares; 2025Q2: 956 shares; 2025Q3: 1,561 shares; 2025Q4: 1,555 shares; 2026Q1: 1,601 shares 1,601 $902K 0.16% +46 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,823 shares; 2026Q1: 8,735 shares 8,735 $876K 0.16% +912 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,702 shares; 2025Q3: 4,702 shares; 2025Q4: 4,702 shares; 2026Q1: 7,588 shares 7,588 $858K 0.15% +2,886 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: 883 shares; 2024Q4: 1,165 shares; 2025Q1: 774 shares; 2025Q2: 1,063 shares; 2025Q3: 1,280 shares; 2025Q4: 1,182 shares; 2026Q1: 973 shares 973 $850K 0.15% -209 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,614 shares; 2024Q4: 15,614 shares; 2025Q1: 15,614 shares; 2025Q2: 15,614 shares; 2025Q3: 15,614 shares; 2025Q4: 15,614 shares; 2026Q1: 15,614 shares 15,614 $824K 0.15% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 527 shares; 2025Q3: 692 shares; 2025Q4: 929 shares; 2026Q1: 919 shares 919 $823K 0.15% -10 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: 5,967 shares; 2024Q4: 7,018 shares; 2025Q1: 5,829 shares; 2025Q2: 5,221 shares; 2025Q3: 8,095 shares; 2025Q4: 12,378 shares; 2026Q1: 13,571 shares 13,571 $823K 0.15% +1,193 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,128 shares; 2025Q4: 4,790 shares; 2026Q1: 4,527 shares 4,527 $819K 0.15% -263 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,567 shares; 2025Q2: 10,900 shares; 2025Q3: 10,900 shares; 2025Q4: 10,900 shares; 2026Q1: 10,900 shares 10,900 $810K 0.15% 0 Timeline BRIE MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,969 shares 29,969 $810K 0.15% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,274 shares; 2024Q4: 39,652 shares; 2025Q1: 40,605 shares; 2025Q2: 42,006 shares; 2025Q3: 41,672 shares; 2025Q4: 42,289 shares; 2026Q1: 15,731 shares 15,731 $792K 0.14% -26,558 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,100 shares; 2025Q1: 1,093 shares; 2025Q2: 1,147 shares; 2025Q3: 1,453 shares; 2025Q4: 1,899 shares; 2026Q1: 1,871 shares 1,871 $780K 0.14% -28 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,036 shares; 2024Q4: 6,134 shares; 2025Q1: 6,356 shares; 2025Q2: 6,759 shares; 2025Q3: 8,098 shares; 2025Q4: 7,767 shares; 2026Q1: 6,799 shares 6,799 $764K 0.14% -968 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: not reported; 2024Q4: not reported; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares; 2025Q4: 1,210 shares; 2026Q1: 1,318 shares 1,318 $761K 0.14% +108 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: 1,429 shares; 2024Q4: 1,323 shares; 2025Q1: 1,392 shares; 2025Q2: 1,018 shares; 2025Q3: 1,266 shares; 2025Q4: 1,490 shares; 2026Q1: 1,539 shares 1,539 $757K 0.14% +49 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,533 shares; 2024Q4: 2,533 shares; 2025Q1: 3,454 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 10,170 shares; 2026Q1: 6,928 shares 6,928 $755K 0.14% -3,242 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 605 shares; 2025Q3: 927 shares; 2025Q4: 1,751 shares; 2026Q1: 1,585 shares 1,585 $750K 0.14% -166 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,081 shares; 2025Q3: 11,081 shares; 2025Q4: 10,939 shares; 2026Q1: 11,081 shares 11,081 $748K 0.13% +142 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: 44,951 shares; 2024Q4: 13,694 shares; 2025Q1: 19,072 shares; 2025Q2: 16,613 shares; 2025Q3: 26,907 shares; 2025Q4: 26,232 shares; 2026Q1: 26,479 shares 26,479 $744K 0.13% +247 Timeline VIS 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: 2,352 shares; 2024Q4: 2,352 shares; 2025Q1: 2,382 shares; 2025Q2: 2,352 shares; 2025Q3: 2,352 shares; 2025Q4: 2,352 shares; 2026Q1: 2,352 shares 2,352 $734K 0.13% 0 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: 5,231 shares; 2024Q4: 5,696 shares; 2025Q1: 6,494 shares; 2025Q2: 7,715 shares; 2025Q3: 9,660 shares; 2025Q4: 9,375 shares; 2026Q1: 7,151 shares 7,151 $734K 0.13% -2,224 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: 1,754 shares; 2024Q4: 1,833 shares; 2025Q1: 1,729 shares; 2025Q2: 2,148 shares; 2025Q3: 2,713 shares; 2025Q4: 2,752 shares; 2026Q1: 2,350 shares 2,350 $730K 0.13% -402 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,074 shares; 2025Q1: 1,120 shares; 2025Q2: 1,206 shares; 2025Q3: 2,484 shares; 2025Q4: 2,981 shares; 2026Q1: 3,375 shares 3,375 $709K 0.13% +394 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,510 shares; 2025Q4: 14,137 shares; 2026Q1: 13,993 shares 13,993 $699K 0.13% -144 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,447 shares; 2025Q2: 7,613 shares; 2025Q3: 7,613 shares; 2025Q4: 7,613 shares; 2026Q1: 7,613 shares 7,613 $689K 0.12% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,584 shares; 2026Q1: 18,849 shares 18,849 $686K 0.12% +1,265 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,494 shares; 2024Q4: 1,687 shares; 2025Q1: 1,763 shares; 2025Q2: 2,253 shares; 2025Q3: 2,883 shares; 2025Q4: 2,945 shares; 2026Q1: 2,776 shares 2,776 $686K 0.12% -169 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 1,589 shares; 2025Q1: 1,552 shares; 2025Q2: 1,693 shares; 2025Q3: 1,667 shares; 2025Q4: 1,749 shares; 2026Q1: 1,439 shares 1,439 $664K 0.12% -310 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,571 shares; 2024Q4: 4,571 shares; 2025Q1: 4,195 shares; 2025Q2: 3,825 shares; 2025Q3: 3,825 shares; 2025Q4: 3,825 shares; 2026Q1: 4,491 shares 4,491 $655K 0.12% +666 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: 3,219 shares; 2024Q4: 3,075 shares; 2025Q1: 3,268 shares; 2025Q2: 4,566 shares; 2025Q3: 5,055 shares; 2025Q4: 4,831 shares; 2026Q1: 4,993 shares 4,993 $654K 0.12% +162 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: 693 shares; 2024Q4: 767 shares; 2025Q1: not reported; 2025Q2: 1,051 shares; 2025Q3: 1,428 shares; 2025Q4: 2,063 shares; 2026Q1: 1,897 shares 1,897 $651K 0.12% -166 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: 1,942 shares; 2024Q4: 1,908 shares; 2025Q1: 1,886 shares; 2025Q2: 1,869 shares; 2025Q3: 1,840 shares; 2025Q4: 1,809 shares; 2026Q1: 2,028 shares 2,028 $651K 0.12% +219 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: 931 shares; 2024Q4: 859 shares; 2025Q1: 1,244 shares; 2025Q2: 1,421 shares; 2025Q3: 1,708 shares; 2025Q4: 1,937 shares; 2026Q1: 1,954 shares 1,954 $637K 0.11% +17 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,592 shares; 2026Q1: 2,070 shares 2,070 $630K 0.11% +478 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: 5,202 shares; 2024Q4: 5,151 shares; 2025Q1: 4,749 shares; 2025Q2: 5,737 shares; 2025Q3: 8,849 shares; 2025Q4: 8,835 shares; 2026Q1: 6,732 shares 6,732 $625K 0.11% -2,103 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: 18,815 shares; 2024Q4: 7,441 shares; 2025Q1: 10,798 shares; 2025Q2: 10,737 shares; 2025Q3: 12,101 shares; 2025Q4: 14,733 shares; 2026Q1: 12,449 shares 12,449 $625K 0.11% -2,284 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 2,428 shares; 2025Q1: 2,214 shares; 2025Q2: 3,411 shares; 2025Q3: 4,252 shares; 2025Q4: 8,412 shares; 2026Q1: 7,284 shares 7,284 $621K 0.11% -1,128 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,122 shares; 2025Q4: 5,003 shares; 2026Q1: 5,229 shares 5,229 $612K 0.11% +226 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,214 shares; 2025Q4: 5,801 shares; 2026Q1: 5,642 shares 5,642 $611K 0.11% -159 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,484 shares; 2025Q3: 1,484 shares; 2025Q4: 1,484 shares; 2026Q1: 1,484 shares 1,484 $605K 0.11% 0 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: 5,470 shares; 2024Q4: 3,919 shares; 2025Q1: 3,054 shares; 2025Q2: 2,291 shares; 2025Q3: 4,220 shares; 2025Q4: 4,425 shares; 2026Q1: 3,859 shares 3,859 $599K 0.11% -566 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: 3,019 shares; 2024Q4: 2,774 shares; 2025Q1: 2,560 shares; 2025Q2: 1,677 shares; 2025Q3: 2,444 shares; 2025Q4: 3,036 shares; 2026Q1: 2,197 shares 2,197 $595K 0.11% -839 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: 823 shares; 2024Q4: 751 shares; 2025Q1: 794 shares; 2025Q2: 1,130 shares; 2025Q3: 878 shares; 2025Q4: 902 shares; 2026Q1: 983 shares 983 $594K 0.11% +81 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: 909 shares; 2024Q4: 1,162 shares; 2025Q1: 940 shares; 2025Q2: 1,432 shares; 2025Q3: 1,984 shares; 2025Q4: 1,896 shares; 2026Q1: 1,623 shares 1,623 $581K 0.1% -273 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: 5,137 shares; 2024Q4: 5,179 shares; 2025Q1: 5,429 shares; 2025Q2: 6,467 shares; 2025Q3: 7,680 shares; 2025Q4: 7,264 shares; 2026Q1: 6,002 shares 6,002 $579K 0.1% -1,262 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,612 shares; 2026Q1: 7,560 shares 7,560 $577K 0.1% +3,948 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: 2,072 shares; 2024Q4: 2,127 shares; 2025Q1: 2,281 shares; 2025Q2: 2,624 shares; 2025Q3: 3,018 shares; 2025Q4: 2,960 shares; 2026Q1: 2,547 shares 2,547 $576K 0.1% -413 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 3,766 shares; 2025Q1: 4,559 shares; 2025Q2: 4,741 shares; 2025Q3: 5,774 shares; 2025Q4: 7,143 shares; 2026Q1: 6,633 shares 6,633 $575K 0.1% -510 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,152 shares; 2025Q1: 2,131 shares; 2025Q2: 2,486 shares; 2025Q3: 3,030 shares; 2025Q4: 4,056 shares; 2026Q1: 2,873 shares 2,873 $568K 0.1% -1,183 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,728 shares; 2026Q1: 6,772 shares 6,772 $567K 0.1% +3,044 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 926 shares; 2025Q4: 2,044 shares; 2026Q1: 2,044 shares 2,044 $566K 0.1% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,656 shares; 2025Q4: 5,389 shares; 2026Q1: 6,016 shares 6,016 $565K 0.1% +627 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,151 shares; 2025Q1: 1,163 shares; 2025Q2: 1,352 shares; 2025Q3: 1,502 shares; 2025Q4: 2,400 shares; 2026Q1: 1,300 shares 1,300 $562K 0.1% -1,100 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,867 shares; 2026Q1: 4,885 shares 4,885 $550K 0.1% -982 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,435 shares; 2026Q1: 3,430 shares 3,430 $550K 0.1% -5 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: 472 shares; 2024Q4: 519 shares; 2025Q1: 522 shares; 2025Q2: 580 shares; 2025Q3: 584 shares; 2025Q4: 595 shares; 2026Q1: 634 shares 634 $549K 0.1% +39 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,721 shares; 2025Q1: not reported; 2025Q2: 2,653 shares; 2025Q3: 3,266 shares; 2025Q4: 3,596 shares; 2026Q1: 3,797 shares 3,797 $549K 0.1% +201 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 453 shares; 2025Q4: 719 shares; 2026Q1: 719 shares 719 $531K 0.1% 0 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: 123 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 136 shares; 2025Q3: 143 shares; 2025Q4: 136 shares; 2026Q1: 124 shares 124 $525K 0.09% -12 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: 218 shares; 2024Q4: 229 shares; 2025Q1: 235 shares; 2025Q2: 3,471 shares; 2025Q3: 18,308 shares; 2025Q4: 4,417 shares; 2026Q1: 5,638 shares 5,638 $521K 0.09% +1,221 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,482 shares; 2025Q1: 1,248 shares; 2025Q2: 1,761 shares; 2025Q3: 1,815 shares; 2025Q4: 3,645 shares; 2026Q1: 2,589 shares 2,589 $514K 0.09% -1,056 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: 1,082 shares; 2024Q4: 1,073 shares; 2025Q1: 999 shares; 2025Q2: 1,199 shares; 2025Q3: 2,032 shares; 2025Q4: 2,357 shares; 2026Q1: 1,830 shares 1,830 $511K 0.09% -527 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: not reported; 2025Q1: 3,193 shares; 2025Q2: 3,457 shares; 2025Q3: 3,572 shares; 2025Q4: 6,135 shares; 2026Q1: 7,021 shares 7,021 $508K 0.09% +886 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,336 shares; 2025Q3: 3,571 shares; 2025Q4: 3,685 shares; 2026Q1: 5,567 shares 5,567 $507K 0.09% +1,882 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,100 shares; 2025Q2: 8,872 shares; 2025Q3: 8,250 shares; 2025Q4: 6,800 shares; 2026Q1: 7,325 shares 7,325 $506K 0.09% +525 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: 637 shares; 2024Q4: 635 shares; 2025Q1: 598 shares; 2025Q2: 669 shares; 2025Q3: 865 shares; 2025Q4: 4,298 shares; 2026Q1: 4,828 shares 4,828 $505K 0.09% +530 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,689 shares; 2025Q1: 1,646 shares; 2025Q2: 1,608 shares; 2025Q3: 1,934 shares; 2025Q4: 3,220 shares; 2026Q1: 2,702 shares 2,702 $504K 0.09% -518 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,614 shares; 2026Q1: 12,511 shares 12,511 $499K 0.09% +897 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 5,753 shares; 2025Q1: 6,337 shares; 2025Q2: 7,307 shares; 2025Q3: 7,592 shares; 2025Q4: 7,698 shares; 2026Q1: 6,733 shares 6,733 $490K 0.09% -965 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,791 shares; 2024Q4: 2,598 shares; 2025Q1: 1,299 shares; 2025Q2: 1,301 shares; 2025Q3: 3,192 shares; 2025Q4: 2,621 shares; 2026Q1: 1,438 shares 1,438 $486K 0.09% -1,183 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: 9,407 shares; 2024Q4: 9,016 shares; 2025Q1: 10,093 shares; 2025Q2: 10,153 shares; 2025Q3: 9,548 shares; 2025Q4: 13,646 shares; 2026Q1: 16,814 shares 16,814 $483K 0.09% +3,168 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 718 shares; 2025Q3: 889 shares; 2025Q4: 1,065 shares; 2026Q1: 2,011 shares 2,011 $482K 0.09% +946 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,849 shares; 2025Q1: 3,683 shares; 2025Q2: 3,751 shares; 2025Q3: 4,393 shares; 2025Q4: 3,967 shares; 2026Q1: 3,887 shares 3,887 $477K 0.09% -80 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: 3,323 shares; 2024Q4: 3,481 shares; 2025Q1: 3,577 shares; 2025Q2: 4,896 shares; 2025Q3: 5,875 shares; 2025Q4: 5,537 shares; 2026Q1: 5,073 shares 5,073 $477K 0.09% -464 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,503 shares; 2025Q2: 6,497 shares; 2025Q3: 18,988 shares; 2025Q4: 14,195 shares; 2026Q1: 6,879 shares 6,879 $477K 0.09% -7,316 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,258 shares; 2026Q1: 6,320 shares 6,320 $474K 0.09% +62 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,800 shares; 2026Q1: 1,719 shares 1,719 $456K 0.08% -81 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,749 shares; 2026Q1: 6,554 shares 6,554 $453K 0.08% +805 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: 2,631 shares; 2024Q4: 2,798 shares; 2025Q1: 2,998 shares; 2025Q2: 3,439 shares; 2025Q3: 4,639 shares; 2025Q4: 5,058 shares; 2026Q1: 3,431 shares 3,431 $442K 0.08% -1,627 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100 $442K 0.08% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,452 shares; 2024Q4: 18,477 shares; 2025Q1: 7,247 shares; 2025Q2: 7,704 shares; 2025Q3: 8,221 shares; 2025Q4: 8,911 shares; 2026Q1: 7,509 shares 7,509 $441K 0.08% -1,402 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 409 shares; 2026Q1: 567 shares 567 $438K 0.08% +158 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,353 shares 4,353 $438K 0.08% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,245 shares; 2026Q1: 11,748 shares 11,748 $438K 0.08% +1,503 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,146 shares; 2025Q4: 2,146 shares; 2026Q1: 2,884 shares 2,884 $437K 0.08% +738 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,190 shares; 2025Q4: 2,306 shares; 2026Q1: 2,074 shares 2,074 $434K 0.08% -232 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,903 shares; 2026Q1: 11,456 shares 11,456 $432K 0.08% +1,553 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: 795 shares; 2024Q4: 798 shares; 2025Q1: 833 shares; 2025Q2: 951 shares; 2025Q3: 1,126 shares; 2025Q4: 1,034 shares; 2026Q1: 1,005 shares 1,005 $427K 0.08% -29 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,336 shares; 2026Q1: 2,995 shares 2,995 $426K 0.08% +659 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,153 shares; 2025Q4: 2,688 shares; 2026Q1: 3,147 shares 3,147 $426K 0.08% +459 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,102 shares; 2024Q4: 3,061 shares; 2025Q1: 4,153 shares; 2025Q2: 4,679 shares; 2025Q3: 4,650 shares; 2025Q4: 5,955 shares; 2026Q1: 5,652 shares 5,652 $425K 0.08% -303 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: 566 shares; 2024Q4: 566 shares; 2025Q1: 936 shares; 2025Q2: 822 shares; 2025Q3: 925 shares; 2025Q4: 968 shares; 2026Q1: 988 shares 988 $421K 0.08% +20 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,384 shares; 2026Q1: 2,155 shares 2,155 $421K 0.08% -229 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,068 shares; 2025Q1: 1,078 shares; 2025Q2: 1,166 shares; 2025Q3: 1,481 shares; 2025Q4: 1,476 shares; 2026Q1: 1,506 shares 1,506 $414K 0.07% +30 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: 4,606 shares; 2024Q4: 11,665 shares; 2025Q1: 6,227 shares; 2025Q2: 6,832 shares; 2025Q3: 7,145 shares; 2025Q4: 6,715 shares; 2026Q1: 5,756 shares 5,756 $414K 0.07% -959 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,997 shares; 2026Q1: 1,999 shares 1,999 $409K 0.07% +2 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: 3,187 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 2,961 shares 2,961 $404K 0.07% -39 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,313 shares; 2024Q4: 40,313 shares; 2025Q1: 20,313 shares; 2025Q2: 20,259 shares; 2025Q3: 20,380 shares; 2025Q4: 20,376 shares; 2026Q1: 8,926 shares 8,926 $403K 0.07% -11,450 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 730 shares; 2025Q4: 1,032 shares; 2026Q1: 1,109 shares 1,109 $403K 0.07% +77 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,896 shares; 2026Q1: 1,896 shares 1,896 $402K 0.07% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 531 shares; 2025Q1: 470 shares; 2025Q2: 536 shares; 2025Q3: 721 shares; 2025Q4: 700 shares; 2026Q1: 587 shares 587 $401K 0.07% -113 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 1,948 shares; 2025Q1: 1,948 shares; 2025Q2: 1,948 shares; 2025Q3: 1,948 shares; 2025Q4: 1,948 shares; 2026Q1: 1,948 shares 1,948 $401K 0.07% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,223 shares; 2025Q2: 976 shares; 2025Q3: 1,064 shares; 2025Q4: 1,213 shares; 2026Q1: 1,161 shares 1,161 $401K 0.07% -52 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 3,593 shares; 2025Q1: 3,278 shares; 2025Q2: 3,584 shares; 2025Q3: 4,378 shares; 2025Q4: 5,963 shares; 2026Q1: 5,614 shares 5,614 $401K 0.07% -349 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 630 shares 630 $400K 0.07% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,599 shares; 2025Q1: 2,630 shares; 2025Q2: 2,943 shares; 2025Q3: 3,552 shares; 2025Q4: 3,120 shares; 2026Q1: 3,384 shares 3,384 $400K 0.07% +264 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,669 shares; 2025Q4: 14,360 shares; 2026Q1: 921 shares 921 $396K 0.07% -13,439 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: 2,212 shares; 2024Q4: 2,102 shares; 2025Q1: 2,017 shares; 2025Q2: 2,034 shares; 2025Q3: 2,059 shares; 2025Q4: 1,844 shares; 2026Q1: 1,617 shares 1,617 $393K 0.07% -227 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,961 shares 2,961 $392K 0.07% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,200 shares; 2025Q4: 10,000 shares; 2026Q1: 5,730 shares 5,730 $390K 0.07% -4,270 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,734 shares; 2025Q4: 5,583 shares; 2026Q1: 5,238 shares 5,238 $390K 0.07% -345 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,554 shares; 2026Q1: 1,556 shares 1,556 $390K 0.07% +2 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,222 shares; 2026Q1: 6,473 shares 6,473 $389K 0.07% +1,251 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: 1,160 shares; 2024Q4: 1,177 shares; 2025Q1: 1,185 shares; 2025Q2: 1,303 shares; 2025Q3: 1,351 shares; 2025Q4: 1,296 shares; 2026Q1: 1,163 shares 1,163 $382K 0.07% -133 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,501 shares; 2025Q1: 1,440 shares; 2025Q2: 1,540 shares; 2025Q3: 1,805 shares; 2025Q4: 1,870 shares; 2026Q1: 1,831 shares 1,831 $381K 0.07% -39 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 975 shares; 2025Q4: 958 shares; 2026Q1: 969 shares 969 $380K 0.07% +11 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,182 shares; 2024Q4: 45,185 shares; 2025Q1: 34,705 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,493 shares; 2026Q1: 16,631 shares 16,631 $379K 0.07% +2,138 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 1,094 shares; 2025Q1: 926 shares; 2025Q2: 1,143 shares; 2025Q3: 1,237 shares; 2025Q4: 1,259 shares; 2026Q1: 1,262 shares 1,262 $368K 0.07% +3 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,395 shares; 2026Q1: 5,587 shares 5,587 $367K 0.07% +192 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,442 shares; 2026Q1: 5,988 shares 5,988 $367K 0.07% -1,454 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: 933 shares; 2024Q4: 636 shares; 2025Q1: 641 shares; 2025Q2: 664 shares; 2025Q3: 671 shares; 2025Q4: 695 shares; 2026Q1: 675 shares 675 $363K 0.07% -20 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: 1,657 shares; 2024Q4: 1,676 shares; 2025Q1: 1,687 shares; 2025Q2: 1,726 shares; 2025Q3: 1,875 shares; 2025Q4: 1,769 shares; 2026Q1: 1,534 shares 1,534 $363K 0.07% -235 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,174 shares; 2026Q1: 7,887 shares 7,887 $362K 0.07% -4,287 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: 1,139 shares; 2024Q4: 1,135 shares; 2025Q1: 1,136 shares; 2025Q2: 1,335 shares; 2025Q3: 1,421 shares; 2025Q4: 2,796 shares; 2026Q1: 2,123 shares 2,123 $359K 0.06% -673 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 265 shares; 2025Q1: 256 shares; 2025Q2: 335 shares; 2025Q3: 373 shares; 2025Q4: 372 shares; 2026Q1: 373 shares 373 $359K 0.06% +1 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: 2,186 shares; 2024Q4: 2,015 shares; 2025Q1: 1,625 shares; 2025Q2: 1,797 shares; 2025Q3: 1,772 shares; 2025Q4: 2,157 shares; 2026Q1: 1,887 shares 1,887 $358K 0.06% -270 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,500 shares; 2026Q1: 12,780 shares 12,780 $355K 0.06% -720 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: 2,214 shares; 2024Q4: 2,133 shares; 2025Q1: 2,662 shares; 2025Q2: 2,749 shares; 2025Q3: 4,798 shares; 2025Q4: 5,069 shares; 2026Q1: 3,647 shares 3,647 $352K 0.06% -1,422 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,267 shares; 2026Q1: 5,323 shares 5,323 $351K 0.06% +1,056 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 546 shares 546 $350K 0.06% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 871 shares; 2025Q3: 1,072 shares; 2025Q4: 1,073 shares; 2026Q1: 1,089 shares 1,089 $347K 0.06% +16 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,473 shares; 2026Q1: 5,309 shares 5,309 $346K 0.06% -4,164 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,546 shares; 2024Q4: 1,575 shares; 2025Q1: 1,633 shares; 2025Q2: 2,250 shares; 2025Q3: 2,262 shares; 2025Q4: 2,184 shares; 2026Q1: 1,326 shares 1,326 $345K 0.06% -858 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: 705 shares; 2024Q4: 1,426 shares; 2025Q1: 1,513 shares; 2025Q2: 1,768 shares; 2025Q3: 1,941 shares; 2025Q4: 1,947 shares; 2026Q1: 2,146 shares 2,146 $344K 0.06% +199 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: 1,605 shares; 2024Q4: not reported; 2025Q1: 1,516 shares; 2025Q2: 2,523 shares; 2025Q3: 3,102 shares; 2025Q4: 3,059 shares; 2026Q1: 3,549 shares 3,549 $342K 0.06% +490 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,001 shares; 2025Q4: 7,116 shares; 2026Q1: 6,616 shares 6,616 $340K 0.06% -500 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,306 shares; 2026Q1: 1,255 shares 1,255 $339K 0.06% -51 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,727 shares; 2024Q4: 94,652 shares; 2025Q1: 28,685 shares; 2025Q2: 19,822 shares; 2025Q3: 7,434 shares; 2025Q4: 6,689 shares; 2026Q1: 6,689 shares 6,689 $339K 0.06% 0 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,577 shares; 2026Q1: 3,500 shares 3,500 $332K 0.06% -77 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 810 shares; 2026Q1: 1,320 shares 1,320 $331K 0.06% +510 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,481 shares; 2026Q1: 3,462 shares 3,462 $327K 0.06% -1,019 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 580 shares; 2026Q1: 551 shares 551 $327K 0.06% -29 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: not reported; 2024Q4: 883 shares; 2025Q1: 869 shares; 2025Q2: 1,129 shares; 2025Q3: 1,210 shares; 2025Q4: 1,199 shares; 2026Q1: 1,134 shares 1,134 $325K 0.06% -65 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 95 shares; 2025Q1: 96 shares; 2025Q2: 101 shares; 2025Q3: 102 shares; 2025Q4: 115 shares; 2026Q1: 96 shares 96 $324K 0.06% -19 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: 563 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 667 shares; 2025Q3: 828 shares; 2025Q4: 806 shares; 2026Q1: 727 shares 727 $323K 0.06% -79 Timeline TXO TXO PARTNERS LP More: the full row for TXO PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,124 shares; 2025Q1: 25,124 shares; 2025Q2: 25,124 shares; 2025Q3: 25,124 shares; 2025Q4: 25,124 shares; 2026Q1: 25,124 shares 25,124 $316K 0.06% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,511 shares; 2026Q1: 3,715 shares 3,715 $315K 0.06% +204 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,309 shares; 2026Q1: 2,845 shares 2,845 $315K 0.06% -464 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: 15,098 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,147 shares; 2025Q4: 10,638 shares; 2026Q1: 7,137 shares 7,137 $315K 0.06% -3,501 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,020 shares; 2025Q1: 1,145 shares; 2025Q2: 1,577 shares; 2025Q3: 2,127 shares; 2025Q4: 1,761 shares; 2026Q1: 1,809 shares 1,809 $314K 0.06% +48 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,914 shares; 2026Q1: 6,896 shares 6,896 $312K 0.06% +1,982 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,516 shares; 2025Q2: 2,288 shares; 2025Q3: 2,350 shares; 2025Q4: 2,397 shares; 2026Q1: 2,381 shares 2,381 $312K 0.06% -16 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 969 shares; 2025Q4: 1,447 shares; 2026Q1: 1,919 shares 1,919 $312K 0.06% +472 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,474 shares; 2026Q1: 1,361 shares 1,361 $311K 0.06% -113 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,380 shares 9,380 $310K 0.06% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 3,434 shares; 2026Q1: 1,894 shares 1,894 $306K 0.06% -1,540 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,853 shares 1,853 $304K 0.05% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,367 shares; 2025Q4: 1,464 shares; 2026Q1: 1,215 shares 1,215 $304K 0.05% -249 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,208 shares; 2025Q4: not reported; 2026Q1: 2,010 shares 2,010 $302K 0.05% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,387 shares; 2025Q3: 1,872 shares; 2025Q4: 1,779 shares; 2026Q1: 1,652 shares 1,652 $301K 0.05% -127 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,544 shares; 2026Q1: 2,007 shares 2,007 $301K 0.05% -537 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: 1,532 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,611 shares; 2025Q4: 1,654 shares; 2026Q1: 1,640 shares 1,640 $299K 0.05% -14 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,591 shares; 2025Q4: 5,643 shares; 2026Q1: 4,371 shares 4,371 $297K 0.05% -1,272 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,501 shares 2,501 $296K 0.05% new Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,078 shares; 2026Q1: 5,319 shares 5,319 $296K 0.05% -1,759 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,497 shares 1,497 $295K 0.05% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,288 shares; 2025Q3: 3,679 shares; 2025Q4: 3,593 shares; 2026Q1: 2,332 shares 2,332 $295K 0.05% -1,261 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,050 shares 3,050 $293K 0.05% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,888 shares; 2025Q4: 4,976 shares; 2026Q1: 4,760 shares 4,760 $291K 0.05% -216 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,211 shares; 2026Q1: 3,469 shares 3,469 $290K 0.05% +258 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,120 shares; 2026Q1: 3,604 shares 3,604 $290K 0.05% +484 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,087 shares; 2026Q1: 1,089 shares 1,089 $289K 0.05% +2 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,695 shares; 2026Q1: 6,551 shares 6,551 $287K 0.05% -144 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 697 shares; 2025Q1: 736 shares; 2025Q2: 984 shares; 2025Q3: 1,357 shares; 2025Q4: 1,248 shares; 2026Q1: 879 shares 879 $282K 0.05% -369 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,290 shares; 2026Q1: 11,068 shares 11,068 $281K 0.05% -222 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 605 shares; 2025Q1: 610 shares; 2025Q2: 644 shares; 2025Q3: 659 shares; 2025Q4: 664 shares; 2026Q1: 642 shares 642 $280K 0.05% -22 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,352 shares; 2026Q1: 3,027 shares 3,027 $279K 0.05% -325 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: 2,195 shares; 2024Q4: 1,868 shares; 2025Q1: not reported; 2025Q2: 2,372 shares; 2025Q3: 2,459 shares; 2025Q4: 2,572 shares; 2026Q1: 2,120 shares 2,120 $278K 0.05% -452 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,392 shares; 2025Q4: 2,392 shares; 2026Q1: 2,392 shares 2,392 $278K 0.05% 0 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: 2,603 shares; 2024Q4: 3,538 shares; 2025Q1: 2,650 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,563 shares; 2026Q1: 2,808 shares 2,808 $276K 0.05% +245 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,596 shares; 2024Q4: not reported; 2025Q1: 16,315 shares; 2025Q2: 17,321 shares; 2025Q3: 18,393 shares; 2025Q4: 17,726 shares; 2026Q1: 23,873 shares 23,873 $276K 0.05% +6,147 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,144 shares; 2026Q1: 11,096 shares 11,096 $273K 0.05% +952 Timeline VDC 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: 1,207 shares; 2024Q4: 1,207 shares; 2025Q1: 1,240 shares; 2025Q2: 1,207 shares; 2025Q3: 1,207 shares; 2025Q4: 1,207 shares; 2026Q1: 1,215 shares 1,215 $273K 0.05% +8 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: 769 shares; 2024Q4: 804 shares; 2025Q1: 800 shares; 2025Q2: 760 shares; 2025Q3: 708 shares; 2025Q4: 730 shares; 2026Q1: 608 shares 608 $272K 0.05% -122 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 823 shares; 2026Q1: 814 shares 814 $272K 0.05% -9 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,103 shares; 2025Q1: 1,005 shares; 2025Q2: 1,073 shares; 2025Q3: 1,086 shares; 2025Q4: 1,110 shares; 2026Q1: 1,238 shares 1,238 $271K 0.05% +128 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,826 shares 5,826 $271K 0.05% new Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,531 shares; 2026Q1: 9,389 shares 9,389 $270K 0.05% -142 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,605 shares; 2025Q3: 3,124 shares; 2025Q4: 3,218 shares; 2026Q1: 2,640 shares 2,640 $270K 0.05% -578 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 997 shares; 2025Q4: 1,067 shares; 2026Q1: 754 shares 754 $269K 0.05% -313 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,685 shares; 2025Q3: 3,479 shares; 2025Q4: 3,866 shares; 2026Q1: 3,709 shares 3,709 $269K 0.05% -157 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,962 shares 3,962 $268K 0.05% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,467 shares; 2024Q4: not reported; 2025Q1: 6,731 shares; 2025Q2: 3,782 shares; 2025Q3: 4,997 shares; 2025Q4: 4,043 shares; 2026Q1: 3,725 shares 3,725 $268K 0.05% -318 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,803 shares; 2025Q4: 5,915 shares; 2026Q1: 5,142 shares 5,142 $267K 0.05% -773 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 202 shares 202 $267K 0.05% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,861 shares; 2026Q1: 10,218 shares 10,218 $267K 0.05% +357 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 1,060 shares; 2025Q1: 1,207 shares; 2025Q2: 1,268 shares; 2025Q3: 1,421 shares; 2025Q4: 1,424 shares; 2026Q1: 1,334 shares 1,334 $264K 0.05% -90 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,649 shares; 2026Q1: 1,935 shares 1,935 $260K 0.05% +286 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,201 shares; 2026Q1: 2,039 shares 2,039 $257K 0.05% -162 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: 1,500 shares; 2024Q4: 1,529 shares; 2025Q1: 1,575 shares; 2025Q2: 1,644 shares; 2025Q3: 1,647 shares; 2025Q4: 1,479 shares; 2026Q1: 1,254 shares 1,254 $255K 0.05% -225 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,976 shares; 2025Q4: 2,161 shares; 2026Q1: 1,799 shares 1,799 $254K 0.05% -362 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,992 shares 1,992 $254K 0.05% new Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 634 shares; 2026Q1: 634 shares 634 $253K 0.05% 0 Timeline RR RICHTECH ROBOTICS INC More: the full row for RICHTECH ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,000 shares; 2025Q4: 120,000 shares; 2026Q1: 120,000 shares 120,000 $251K 0.05% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,820 shares; 2025Q4: 1,892 shares; 2026Q1: 1,712 shares 1,712 $250K 0.05% -180 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,866 shares 5,866 $250K 0.05% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,668 shares; 2026Q1: 3,416 shares 3,416 $249K 0.05% -252 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,194 shares; 2026Q1: 2,204 shares 2,204 $249K 0.04% +10 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,685 shares; 2026Q1: 1,505 shares 1,505 $249K 0.04% -180 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,914 shares 1,914 $249K 0.04% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,685 shares; 2024Q4: not reported; 2025Q1: 5,796 shares; 2025Q2: 6,516 shares; 2025Q3: 6,740 shares; 2025Q4: 5,934 shares; 2026Q1: 4,311 shares 4,311 $249K 0.04% -1,623 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,650 shares; 2025Q1: not reported; 2025Q2: 1,683 shares; 2025Q3: 2,029 shares; 2025Q4: 2,440 shares; 2026Q1: 1,808 shares 1,808 $248K 0.04% -632 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,659 shares; 2025Q4: 7,956 shares; 2026Q1: 6,360 shares 6,360 $248K 0.04% -1,596 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,834 shares; 2025Q4: 6,105 shares; 2026Q1: 834 shares 834 $247K 0.04% -5,271 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: 9,378 shares; 2024Q4: not reported; 2025Q1: 7,586 shares; 2025Q2: not reported; 2025Q3: 8,500 shares; 2025Q4: 7,324 shares; 2026Q1: 7,336 shares 7,336 $246K 0.04% +12 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 788 shares; 2026Q1: 1,061 shares 1,061 $245K 0.04% +273 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,598 shares; 2026Q1: 4,556 shares 4,556 $244K 0.04% -42 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,600 shares; 2026Q1: 13,380 shares 13,380 $242K 0.04% -11,220 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,181 shares; 2025Q4: not reported; 2026Q1: 991 shares 991 $242K 0.04% new 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: 4,553 shares; 2024Q4: 4,537 shares; 2025Q1: 4,458 shares; 2025Q2: 4,518 shares; 2025Q3: 5,826 shares; 2025Q4: 5,628 shares; 2026Q1: 4,289 shares 4,289 $242K 0.04% -1,339 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,809 shares 8,809 $241K 0.04% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,951 shares; 2025Q4: 2,996 shares; 2026Q1: 2,972 shares 2,972 $241K 0.04% -24 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,812 shares; 2025Q4: 1,797 shares; 2026Q1: 1,831 shares 1,831 $240K 0.04% +34 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: 980 shares; 2024Q4: 1,020 shares; 2025Q1: 1,156 shares; 2025Q2: 1,257 shares; 2025Q3: 1,329 shares; 2025Q4: 1,063 shares; 2026Q1: 899 shares 899 $240K 0.04% -164 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,626 shares 5,626 $239K 0.04% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 6,201 shares; 2025Q1: 6,063 shares; 2025Q2: 6,327 shares; 2025Q3: 6,599 shares; 2025Q4: 6,692 shares; 2026Q1: 3,802 shares 3,802 $239K 0.04% -2,890 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares 1,325 $238K 0.04% 0 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,800 shares 2,800 $237K 0.04% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,736 shares 1,736 $236K 0.04% new 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: 997 shares; 2024Q4: 1,026 shares; 2025Q1: 1,100 shares; 2025Q2: 1,205 shares; 2025Q3: 1,153 shares; 2025Q4: 1,218 shares; 2026Q1: 1,025 shares 1,025 $236K 0.04% -193 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,537 shares; 2026Q1: 1,536 shares 1,536 $235K 0.04% -1 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 943 shares 943 $234K 0.04% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,572 shares; 2025Q1: 1,564 shares; 2025Q2: 1,732 shares; 2025Q3: 1,656 shares; 2025Q4: 1,634 shares; 2026Q1: 743 shares 743 $233K 0.04% -891 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,761 shares; 2025Q4: 5,232 shares; 2026Q1: 4,988 shares 4,988 $231K 0.04% -244 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,989 shares; 2025Q2: 1,989 shares; 2025Q3: 1,989 shares; 2025Q4: 1,905 shares; 2026Q1: 1,905 shares 1,905 $230K 0.04% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 644 shares; 2025Q3: 757 shares; 2025Q4: 737 shares; 2026Q1: 588 shares 588 $230K 0.04% -149 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,897 shares; 2026Q1: 2,742 shares 2,742 $225K 0.04% -155 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,035 shares 20,035 $222K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,013 shares; 2026Q1: 1,042 shares 1,042 $221K 0.04% +29 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,418 shares 4,418 $221K 0.04% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: not reported; 2026Q1: 199 shares 199 $218K 0.04% new Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,237 shares 1,237 $214K 0.04% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,375 shares; 2026Q1: 15,730 shares 15,730 $213K 0.04% -1,645 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 539 shares; 2025Q4: 297 shares; 2026Q1: 290 shares 290 $211K 0.04% -7 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,101 shares; 2026Q1: 4,904 shares 4,904 $211K 0.04% -1,197 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: 280 shares; 2024Q4: 298 shares; 2025Q1: 280 shares; 2025Q2: 331 shares; 2025Q3: 340 shares; 2025Q4: 285 shares; 2026Q1: 215 shares 215 $211K 0.04% -70 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,945 shares; 2025Q1: 1,786 shares; 2025Q2: 1,880 shares; 2025Q3: 2,085 shares; 2025Q4: 2,171 shares; 2026Q1: 913 shares 913 $210K 0.04% -1,258 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 925 shares; 2025Q4: 871 shares; 2026Q1: 775 shares 775 $210K 0.04% -96 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 524 shares; 2026Q1: 522 shares 522 $208K 0.04% -2 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 887 shares; 2025Q1: not reported; 2025Q2: 887 shares; 2025Q3: 887 shares; 2025Q4: 887 shares; 2026Q1: 887 shares 887 $208K 0.04% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,052 shares 3,052 $207K 0.04% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,704 shares 1,704 $207K 0.04% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,913 shares; 2025Q4: 5,192 shares; 2026Q1: 4,504 shares 4,504 $207K 0.04% -688 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,800 shares 4,800 $206K 0.04% new 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: 2,427 shares; 2024Q4: 2,387 shares; 2025Q1: 2,347 shares; 2025Q2: 2,368 shares; 2025Q3: 2,532 shares; 2025Q4: not reported; 2026Q1: 3,684 shares 3,684 $206K 0.04% new Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,071 shares 1,071 $205K 0.04% new Timeline LCID LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,539 shares 21,539 $205K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: 1,845 shares; 2025Q2: 2,124 shares; 2025Q3: 2,340 shares; 2025Q4: 2,209 shares; 2026Q1: 1,870 shares 1,870 $205K 0.04% -339 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,501 shares; 2025Q4: 1,590 shares; 2026Q1: 1,408 shares 1,408 $205K 0.04% -182 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: 1,241 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 712 shares 712 $204K 0.04% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,009 shares; 2025Q4: 1,019 shares; 2026Q1: 998 shares 998 $204K 0.04% -21 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,206 shares 2,206 $203K 0.04% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,779 shares 2,779 $203K 0.04% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,191 shares; 2026Q1: 1,129 shares 1,129 $203K 0.04% -62 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,095 shares; 2025Q4: 2,118 shares; 2026Q1: 1,757 shares 1,757 $203K 0.04% -361 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,741 shares 3,741 $203K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 618 shares 618 $201K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,125 shares; 2026Q1: 3,527 shares 3,527 $201K 0.04% +402 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 872 shares 872 $200K 0.04% new Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,679 shares; 2026Q1: 15,679 shares 15,679 $191K 0.03% 0 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,517 shares 10,517 $181K 0.03% new Timeline SBET SHARPLINK INC More: the full row for SHARPLINK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares 25,000 $161K 0.03% new Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,318 shares 10,318 $155K 0.03% new Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $133K 0.02% new Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,300 shares; 2026Q1: 12,309 shares 12,309 $130K 0.02% -991 Timeline CERT CERTARA INC More: the full row for CERTARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,799 shares 21,799 $124K 0.02% new Timeline OLPX OLAPLEX HLDGS INC More: the full row for OLAPLEX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,939 shares; 2026Q1: 52,461 shares 52,461 $106K 0.02% -21,478 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,681 shares; 2025Q4: 31,326 shares; 2026Q1: 19,614 shares 19,614 $90.8K 0.02% -11,712 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,788 shares; 2026Q1: 12,195 shares 12,195 $72.1K 0.01% -593 Timeline