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: 274,452 shares; 2024Q4: 257,797 shares; 2025Q1: 268,671 shares; 2025Q2: 241,315 shares; 2025Q3: 250,777 shares; 2025Q4: 270,258 shares; 2026Q1: 231,977 shares 231,977 $40.5M 5.85% -38,281 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: 147,729 shares; 2024Q4: 147,576 shares; 2025Q1: 131,011 shares; 2025Q2: 132,193 shares; 2025Q3: 136,848 shares; 2025Q4: 128,213 shares; 2026Q1: 98,060 shares 98,060 $28.2M 4.08% -30,153 Timeline ISTB 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: 519,439 shares; 2024Q4: 536,611 shares; 2025Q1: 550,344 shares; 2025Q2: 563,058 shares; 2025Q3: 532,918 shares; 2025Q4: 551,248 shares; 2026Q1: 551,770 shares 551,770 $26.7M 3.87% +522 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: 2,989 shares; 2024Q4: 3,011 shares; 2025Q1: 23,541 shares; 2025Q2: 23,697 shares; 2025Q3: 23,614 shares; 2025Q4: 32,940 shares; 2026Q1: 30,021 shares 30,021 $22.2M 3.2% -2,919 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: 47,106 shares; 2024Q4: 47,159 shares; 2025Q1: 45,961 shares; 2025Q2: 49,065 shares; 2025Q3: 48,925 shares; 2025Q4: 47,580 shares; 2026Q1: 44,776 shares 44,776 $21.5M 3.1% -2,804 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: 118,445 shares; 2025Q1: 191,915 shares; 2025Q2: 197,855 shares; 2025Q3: 196,008 shares; 2025Q4: 194,822 shares; 2026Q1: 172,263 shares 172,263 $21.2M 3.06% -22,559 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: 2,407 shares; 2024Q4: 2,425 shares; 2025Q1: 2,641 shares; 2025Q2: 2,664 shares; 2025Q3: 2,615 shares; 2025Q4: 2,554 shares; 2026Q1: 15,434 shares 15,434 $20.4M 2.95% +12,880 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: 22,271 shares; 2024Q4: 22,448 shares; 2025Q1: 24,622 shares; 2025Q2: 24,130 shares; 2025Q3: 21,950 shares; 2025Q4: 21,750 shares; 2026Q1: 20,363 shares 20,363 $20.3M 2.93% -1,387 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: 304,168 shares; 2024Q4: 306,151 shares; 2025Q1: 312,094 shares; 2025Q2: 309,943 shares; 2025Q3: 309,657 shares; 2025Q4: 302,012 shares; 2026Q1: 266,090 shares 266,090 $19.3M 2.79% -35,922 Timeline TIP 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: 146,651 shares; 2024Q4: 149,556 shares; 2025Q1: 157,585 shares; 2025Q2: 161,155 shares; 2025Q3: 162,866 shares; 2025Q4: 168,789 shares; 2026Q1: 170,451 shares 170,451 $18.8M 2.72% +1,662 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: 104,350 shares; 2024Q4: 104,012 shares; 2025Q1: 98,410 shares; 2025Q2: 98,369 shares; 2025Q3: 97,855 shares; 2025Q4: 96,394 shares; 2026Q1: 89,777 shares 89,777 $18.7M 2.7% -6,617 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,925 shares; 2024Q4: 4,427 shares; 2025Q1: 22,353 shares; 2025Q2: 37,814 shares; 2025Q3: 37,907 shares; 2025Q4: 20,961 shares; 2026Q1: 38,425 shares 38,425 $18.6M 2.69% +17,464 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: 39,589 shares; 2024Q4: 39,577 shares; 2025Q1: 38,820 shares; 2025Q2: 38,349 shares; 2025Q3: 38,203 shares; 2025Q4: 37,522 shares; 2026Q1: 36,384 shares 36,384 $18.2M 2.63% -1,138 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: 47,586 shares; 2024Q4: 47,062 shares; 2025Q1: 39,674 shares; 2025Q2: 35,808 shares; 2025Q3: 37,674 shares; 2025Q4: 32,901 shares; 2026Q1: 31,610 shares 31,610 $18.1M 2.61% -1,291 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: 83,976 shares; 2024Q4: 83,386 shares; 2025Q1: 77,209 shares; 2025Q2: 77,258 shares; 2025Q3: 76,712 shares; 2025Q4: 73,186 shares; 2026Q1: 69,169 shares 69,169 $17.6M 2.54% -4,017 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: 31,366 shares; 2024Q4: 30,577 shares; 2025Q1: 39,911 shares; 2025Q2: 39,982 shares; 2025Q3: 40,007 shares; 2025Q4: 39,731 shares; 2026Q1: 38,030 shares 38,030 $17.5M 2.53% -1,701 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: 8,267 shares; 2024Q4: 8,261 shares; 2025Q1: 8,248 shares; 2025Q2: 52,045 shares; 2025Q3: 83,665 shares; 2025Q4: 80,065 shares; 2026Q1: 103,144 shares 103,144 $17.4M 2.52% +23,079 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: 109,732 shares; 2024Q4: 109,124 shares; 2025Q1: 103,166 shares; 2025Q2: 89,366 shares; 2025Q3: 89,235 shares; 2025Q4: 88,821 shares; 2026Q1: 86,334 shares 86,334 $17.1M 2.47% -2,487 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,571 shares; 2024Q4: 38,744 shares; 2025Q1: 38,747 shares; 2025Q2: 38,909 shares; 2025Q3: 38,679 shares; 2025Q4: 38,581 shares; 2026Q1: 37,285 shares 37,285 $14.8M 2.14% -1,296 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,416 shares; 2024Q4: 211,823 shares; 2025Q1: 220,221 shares; 2025Q2: 225,598 shares; 2025Q3: 217,291 shares; 2025Q4: 216,085 shares; 2026Q1: 374,817 shares 374,817 $13.8M 1.99% +158,732 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: 32,032 shares; 2024Q4: 32,103 shares; 2025Q1: 31,983 shares; 2025Q2: 29,650 shares; 2025Q3: 29,789 shares; 2025Q4: 29,579 shares; 2026Q1: 29,207 shares 29,207 $12.6M 1.83% -372 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473,409 shares; 2024Q4: 482,718 shares; 2025Q1: 494,278 shares; 2025Q2: 514,191 shares; 2025Q3: 520,915 shares; 2025Q4: 539,176 shares; 2026Q1: 552,752 shares 552,752 $11.3M 1.63% +13,576 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: not reported; 2024Q4: 4,395 shares; 2025Q1: 4,962 shares; 2025Q2: 5,205 shares; 2025Q3: 5,071 shares; 2025Q4: 5,046 shares; 2026Q1: 20,317 shares 20,317 $10.9M 1.58% +15,271 Timeline MBB 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: 99,588 shares; 2024Q4: 101,627 shares; 2025Q1: 103,877 shares; 2025Q2: 106,650 shares; 2025Q3: 97,635 shares; 2025Q4: 100,789 shares; 2026Q1: 100,687 shares 100,687 $9.56M 1.38% -102 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437,251 shares; 2024Q4: 435,886 shares; 2025Q1: 426,427 shares; 2025Q2: 426,240 shares; 2025Q3: 425,833 shares; 2025Q4: 427,352 shares; 2026Q1: 266,691 shares 266,691 $8.54M 1.23% -160,661 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349,116 shares; 2024Q4: 193,400 shares; 2025Q1: 374,945 shares; 2025Q2: 399,602 shares; 2025Q3: 404,450 shares; 2025Q4: 419,857 shares; 2026Q1: 416,032 shares 416,032 $7.21M 1.04% -3,825 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,362 shares; 2024Q4: 5,249 shares; 2025Q1: 5,156 shares; 2025Q2: 8,359 shares; 2025Q3: 8,370 shares; 2025Q4: 7,974 shares; 2026Q1: 5,116 shares 5,116 $7.06M 1.02% -2,858 Timeline PFF 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: 76,572 shares; 2025Q1: 183,393 shares; 2025Q2: 198,035 shares; 2025Q3: 200,300 shares; 2025Q4: 209,802 shares; 2026Q1: 209,989 shares 209,989 $6.37M 0.92% +187 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,377 shares; 2024Q4: 70,597 shares; 2025Q1: 72,002 shares; 2025Q2: 73,496 shares; 2025Q3: 74,502 shares; 2025Q4: 77,760 shares; 2026Q1: 78,818 shares 78,818 $5.94M 0.86% +1,058 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,258 shares; 2024Q4: 22,878 shares; 2025Q1: 21,950 shares; 2025Q2: 20,293 shares; 2025Q3: 27,578 shares; 2025Q4: 24,870 shares; 2026Q1: 19,901 shares 19,901 $5.61M 0.81% -4,969 Timeline TMV DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,673 shares; 2024Q4: 139,881 shares; 2025Q1: 142,138 shares; 2025Q2: 141,974 shares; 2025Q3: 143,168 shares; 2025Q4: 146,214 shares; 2026Q1: 148,479 shares 148,479 $5.55M 0.8% +2,265 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,606 shares; 2025Q1: not reported; 2025Q2: 1,481 shares; 2025Q3: 1,464 shares; 2025Q4: 1,331 shares; 2026Q1: 12,152 shares 12,152 $4.95M 0.72% +10,821 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,643 shares; 2025Q3: 16,543 shares; 2025Q4: 16,061 shares; 2026Q1: 14,429 shares 14,429 $4.87M 0.7% -1,632 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: 26,516 shares; 2024Q4: 26,636 shares; 2025Q1: 27,962 shares; 2025Q2: 28,197 shares; 2025Q3: 27,988 shares; 2025Q4: 28,138 shares; 2026Q1: 27,906 shares 27,906 $4.73M 0.68% -232 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,743 shares; 2024Q4: 42,566 shares; 2025Q1: 44,481 shares; 2025Q2: 43,617 shares; 2025Q3: 43,980 shares; 2025Q4: 45,867 shares; 2026Q1: 46,417 shares 46,417 $4.67M 0.67% +550 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,192 shares; 2024Q4: 82,677 shares; 2025Q1: 84,483 shares; 2025Q2: 85,876 shares; 2025Q3: 86,892 shares; 2025Q4: 91,134 shares; 2026Q1: 92,133 shares 92,133 $4.64M 0.67% +999 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,633 shares; 2024Q4: 45,595 shares; 2025Q1: 47,750 shares; 2025Q2: 46,929 shares; 2025Q3: 51,796 shares; 2025Q4: 49,362 shares; 2026Q1: 49,557 shares 49,557 $4.54M 0.66% +195 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,247 shares; 2024Q4: 10,339 shares; 2025Q1: 11,500 shares; 2025Q2: 12,792 shares; 2025Q3: 12,581 shares; 2025Q4: 12,725 shares; 2026Q1: 19,292 shares 19,292 $4.01M 0.58% +6,567 Timeline CWB 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: 41,911 shares; 2024Q4: 42,495 shares; 2025Q1: 42,918 shares; 2025Q2: 43,267 shares; 2025Q3: 43,130 shares; 2025Q4: 43,968 shares; 2026Q1: 43,472 shares 43,472 $3.98M 0.58% -496 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,606 shares; 2025Q1: 3,043 shares; 2025Q2: 2,784 shares; 2025Q3: 2,790 shares; 2025Q4: 8,289 shares; 2026Q1: 8,344 shares 8,344 $3.96M 0.57% +55 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: not reported; 2026Q1: 46,753 shares 46,753 $3.91M 0.57% new Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,990 shares 14,990 $3.87M 0.56% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,820 shares; 2024Q4: 6,831 shares; 2025Q1: 5,851 shares; 2025Q2: 5,829 shares; 2025Q3: 5,784 shares; 2025Q4: 6,503 shares; 2026Q1: 5,802 shares 5,802 $3.79M 0.55% -701 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: 11,988 shares; 2024Q4: 12,483 shares; 2025Q1: 12,883 shares; 2025Q2: 12,452 shares; 2025Q3: 12,792 shares; 2025Q4: 13,424 shares; 2026Q1: 9,653 shares 9,653 $3.57M 0.52% -3,771 Timeline HYG 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: 38,761 shares; 2024Q4: 39,383 shares; 2025Q1: 40,098 shares; 2025Q2: 40,754 shares; 2025Q3: 41,403 shares; 2025Q4: 42,802 shares; 2026Q1: 43,032 shares 43,032 $3.42M 0.49% +230 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: 33,276 shares; 2024Q4: 33,434 shares; 2025Q1: 35,023 shares; 2025Q2: 34,876 shares; 2025Q3: 34,379 shares; 2025Q4: 32,754 shares; 2026Q1: 32,478 shares 32,478 $3.02M 0.44% -276 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: 24,066 shares; 2025Q3: 23,291 shares; 2025Q4: 22,778 shares; 2026Q1: 22,852 shares 22,852 $2.89M 0.42% +74 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: 6,338 shares; 2025Q4: 6,803 shares; 2026Q1: 6,696 shares 6,696 $2.88M 0.42% -107 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: 1,651 shares; 2024Q4: 8,146 shares; 2025Q1: 8,228 shares; 2025Q2: 9,052 shares; 2025Q3: 9,634 shares; 2025Q4: 10,603 shares; 2026Q1: 8,515 shares 8,515 $2.88M 0.42% -2,088 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,347 shares; 2024Q4: 57,566 shares; 2025Q1: 58,156 shares; 2025Q2: 61,170 shares; 2025Q3: 61,415 shares; 2025Q4: 62,216 shares; 2026Q1: 59,414 shares 59,414 $2.88M 0.42% -2,802 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: not reported; 2026Q1: 12,287 shares 12,287 $2.81M 0.41% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,606 shares; 2025Q1: 8,634 shares; 2025Q2: 37,152 shares; 2025Q3: 39,200 shares; 2025Q4: 44,583 shares; 2026Q1: 41,476 shares 41,476 $2.78M 0.4% -3,107 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS 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: 59,801 shares; 2026Q1: 60,324 shares 60,324 $2.74M 0.4% +523 Timeline TTT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,236 shares; 2024Q4: 33,528 shares; 2025Q1: 33,444 shares; 2025Q2: 33,283 shares; 2025Q3: 33,258 shares; 2025Q4: 35,612 shares; 2026Q1: 39,505 shares 39,505 $2.66M 0.38% +3,893 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is 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: 3,282 shares 3,282 $2.59M 0.38% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,312 shares; 2024Q4: 31,972 shares; 2025Q1: 17,150 shares; 2025Q2: 14,696 shares; 2025Q3: 15,450 shares; 2025Q4: 16,383 shares; 2026Q1: 17,012 shares 17,012 $2.49M 0.36% +629 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: not reported; 2024Q4: not reported; 2025Q1: 8,666 shares; 2025Q2: 8,600 shares; 2025Q3: 8,469 shares; 2025Q4: 8,411 shares; 2026Q1: 8,342 shares 8,342 $2.45M 0.35% -69 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: 27,324 shares; 2024Q4: 27,426 shares; 2025Q1: 29,382 shares; 2025Q2: 57,916 shares; 2025Q3: 52,454 shares; 2025Q4: 52,627 shares; 2026Q1: 52,601 shares 52,601 $2.44M 0.35% -26 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: 11,922 shares; 2024Q4: 11,814 shares; 2025Q1: 11,909 shares; 2025Q2: 11,715 shares; 2025Q3: 11,328 shares; 2025Q4: 11,342 shares; 2026Q1: 11,317 shares 11,317 $2.4M 0.35% -25 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 1,903 shares; 2025Q1: 1,756 shares; 2025Q2: 1,625 shares; 2025Q3: 1,556 shares; 2025Q4: 10,124 shares; 2026Q1: 11,917 shares 11,917 $2.38M 0.34% +1,793 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: not reported; 2024Q4: not reported; 2025Q1: 8,131 shares; 2025Q2: 8,208 shares; 2025Q3: 8,111 shares; 2025Q4: 8,145 shares; 2026Q1: 8,147 shares 8,147 $2.38M 0.34% +2 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK 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: 6,054 shares; 2025Q3: 6,022 shares; 2025Q4: 5,781 shares; 2026Q1: 15,536 shares 15,536 $2.36M 0.34% +9,755 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,727 shares; 2025Q3: 12,573 shares; 2025Q4: 12,592 shares; 2026Q1: 12,594 shares 12,594 $2.35M 0.34% +2 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: 7,286 shares; 2024Q4: 7,328 shares; 2025Q1: 7,528 shares; 2025Q2: 7,120 shares; 2025Q3: 7,019 shares; 2025Q4: 7,065 shares; 2026Q1: 7,075 shares 7,075 $2.27M 0.33% +10 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,931 shares; 2024Q4: 6,013 shares; 2025Q1: 6,011 shares; 2025Q2: 6,200 shares; 2025Q3: 6,168 shares; 2025Q4: 6,107 shares; 2026Q1: 4,269 shares 4,269 $2.23M 0.32% -1,838 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: 3,236 shares; 2024Q4: 1,790 shares; 2025Q1: 1,826 shares; 2025Q2: 1,901 shares; 2025Q3: 1,910 shares; 2025Q4: 1,939 shares; 2026Q1: 1,871 shares 1,871 $2.05M 0.3% -68 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,636 shares; 2026Q1: 2,769 shares 2,769 $2.02M 0.29% +133 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,909 shares; 2024Q4: 6,011 shares; 2025Q1: 6,108 shares; 2025Q2: 7,167 shares; 2025Q3: 7,196 shares; 2025Q4: 7,321 shares; 2026Q1: 7,179 shares 7,179 $2.02M 0.29% -142 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,555 shares; 2026Q1: 16,313 shares 16,313 $1.97M 0.28% -242 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: 11,070 shares; 2024Q4: 11,194 shares; 2025Q1: 11,373 shares; 2025Q2: 13,567 shares; 2025Q3: 15,007 shares; 2025Q4: 19,248 shares; 2026Q1: 20,418 shares 20,418 $1.96M 0.28% +1,170 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP 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: 55,456 shares; 2025Q4: 49,763 shares; 2026Q1: 50,095 shares 50,095 $1.96M 0.28% +332 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,424 shares; 2024Q4: 9,417 shares; 2025Q1: 9,552 shares; 2025Q2: 10,003 shares; 2025Q3: 10,028 shares; 2025Q4: 10,214 shares; 2026Q1: 9,928 shares 9,928 $1.94M 0.28% -286 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,939 shares; 2024Q4: 4,021 shares; 2025Q1: 4,028 shares; 2025Q2: 4,265 shares; 2025Q3: 4,259 shares; 2025Q4: 4,265 shares; 2026Q1: 4,023 shares 4,023 $1.93M 0.28% -242 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,254 shares; 2024Q4: 23,563 shares; 2025Q1: 23,873 shares; 2025Q2: 25,886 shares; 2025Q3: 26,053 shares; 2025Q4: 26,595 shares; 2026Q1: 26,597 shares 26,597 $1.82M 0.26% +2 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: 16,894 shares; 2024Q4: 16,967 shares; 2025Q1: 17,686 shares; 2025Q2: 17,001 shares; 2025Q3: 16,806 shares; 2025Q4: 16,952 shares; 2026Q1: 17,084 shares 17,084 $1.75M 0.25% +132 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,142 shares; 2024Q4: 7,256 shares; 2025Q1: 7,264 shares; 2025Q2: 7,589 shares; 2025Q3: 7,645 shares; 2025Q4: 7,829 shares; 2026Q1: 7,734 shares 7,734 $1.66M 0.24% -95 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: 7,453 shares; 2024Q4: 7,445 shares; 2025Q1: 7,302 shares; 2025Q2: 7,302 shares; 2025Q3: 7,301 shares; 2025Q4: 7,210 shares; 2026Q1: 5,736 shares 5,736 $1.65M 0.24% -1,474 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,259 shares; 2024Q4: 60,748 shares; 2025Q1: 60,777 shares; 2025Q2: 65,627 shares; 2025Q3: 66,184 shares; 2025Q4: 68,856 shares; 2026Q1: 68,592 shares 68,592 $1.62M 0.23% -264 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,020 shares; 2024Q4: 10,960 shares; 2025Q1: 10,529 shares; 2025Q2: 10,396 shares; 2025Q3: 10,285 shares; 2025Q4: 10,316 shares; 2026Q1: 10,160 shares 10,160 $1.58M 0.23% -156 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: 6,874 shares; 2024Q4: 7,056 shares; 2025Q1: 7,067 shares; 2025Q2: 7,610 shares; 2025Q3: 7,685 shares; 2025Q4: 8,133 shares; 2026Q1: 8,057 shares 8,057 $1.57M 0.23% -76 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: 35,092 shares; 2025Q3: 35,397 shares; 2025Q4: 36,320 shares; 2026Q1: 35,969 shares 35,969 $1.54M 0.22% -351 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,722 shares; 2024Q4: 18,068 shares; 2025Q1: 18,114 shares; 2025Q2: 18,886 shares; 2025Q3: 19,038 shares; 2025Q4: 19,561 shares; 2026Q1: 19,429 shares 19,429 $1.51M 0.22% -132 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: 6,490 shares; 2024Q4: 6,506 shares; 2025Q1: 6,845 shares; 2025Q2: 6,753 shares; 2025Q3: 6,625 shares; 2025Q4: 6,631 shares; 2026Q1: 4,503 shares 4,503 $1.48M 0.21% -2,128 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,051 shares; 2024Q4: 26,493 shares; 2025Q1: 26,555 shares; 2025Q2: 27,042 shares; 2025Q3: 27,191 shares; 2025Q4: 27,752 shares; 2026Q1: 27,333 shares 27,333 $1.46M 0.21% -419 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,701 shares 6,701 $1.45M 0.21% new Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,669 shares; 2024Q4: 9,747 shares; 2025Q1: 9,647 shares; 2025Q2: 9,284 shares; 2025Q3: 9,322 shares; 2025Q4: 9,493 shares; 2026Q1: 9,488 shares 9,488 $1.45M 0.21% -5 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,705 shares; 2025Q1: 1,577 shares; 2025Q2: 1,613 shares; 2025Q3: 1,601 shares; 2025Q4: 11,131 shares; 2026Q1: 10,275 shares 10,275 $1.39M 0.2% -856 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: 6,419 shares; 2024Q4: 6,442 shares; 2025Q1: 6,846 shares; 2025Q2: 6,931 shares; 2025Q3: 6,891 shares; 2025Q4: 6,828 shares; 2026Q1: 6,994 shares 6,994 $1.39M 0.2% +166 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG 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: 89,984 shares; 2026Q1: 88,568 shares 88,568 $1.36M 0.2% -1,416 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,087 shares; 2025Q1: 1,905 shares; 2025Q2: 3,134 shares; 2025Q3: 3,101 shares; 2025Q4: 2,804 shares; 2026Q1: 2,312 shares 2,312 $1.26M 0.18% -492 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,820 shares; 2024Q4: 21,050 shares; 2025Q1: 11,369 shares; 2025Q2: 11,256 shares; 2025Q3: 11,337 shares; 2025Q4: 12,074 shares; 2026Q1: 12,207 shares 12,207 $1.22M 0.18% +133 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,426 shares; 2024Q4: 3,327 shares; 2025Q1: 3,299 shares; 2025Q2: 2,763 shares; 2025Q3: 2,751 shares; 2025Q4: 2,804 shares; 2026Q1: 2,784 shares 2,784 $1.18M 0.17% -20 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,985 shares; 2025Q4: 8,200 shares; 2026Q1: 8,152 shares 8,152 $1.17M 0.17% -48 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,583 shares; 2025Q2: 8,282 shares; 2025Q3: 8,290 shares; 2025Q4: 8,448 shares; 2026Q1: 8,446 shares 8,446 $1.14M 0.16% -2 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,778 shares; 2024Q4: 31,164 shares; 2025Q1: 31,148 shares; 2025Q2: 32,374 shares; 2025Q3: 32,700 shares; 2025Q4: 34,050 shares; 2026Q1: 34,505 shares 34,505 $1.09M 0.16% +455 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,029 shares; 2025Q2: 38,302 shares; 2025Q3: 38,454 shares; 2025Q4: 40,363 shares; 2026Q1: 41,148 shares 41,148 $1.09M 0.16% +785 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,327 shares; 2024Q4: 5,425 shares; 2025Q1: 5,441 shares; 2025Q2: 5,551 shares; 2025Q3: 5,566 shares; 2025Q4: 5,712 shares; 2026Q1: 5,778 shares 5,778 $1.01M 0.15% +66 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,277 shares; 2024Q4: 14,436 shares; 2025Q1: 25,495 shares; 2025Q2: 27,225 shares; 2025Q3: 28,785 shares; 2025Q4: 34,296 shares; 2026Q1: 15,163 shares 15,163 $989K 0.14% -19,133 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 1,502 shares; 2025Q1: 1,502 shares; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares; 2025Q4: 1,612 shares; 2026Q1: 1,518 shares 1,518 $987K 0.14% -94 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,226 shares; 2025Q4: 11,222 shares; 2026Q1: 15,142 shares 15,142 $894K 0.13% +3,920 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 2,008 shares; 2025Q1: 2,029 shares; 2025Q2: 2,115 shares; 2025Q3: 2,139 shares; 2025Q4: 2,288 shares; 2026Q1: 2,325 shares 2,325 $878K 0.13% +37 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,445 shares; 2024Q4: 14,476 shares; 2025Q1: 12,173 shares; 2025Q2: 16,040 shares; 2025Q3: 15,884 shares; 2025Q4: 19,536 shares; 2026Q1: 20,875 shares 20,875 $839K 0.12% +1,339 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,003 shares; 2024Q4: 10,002 shares; 2025Q1: 9,503 shares; 2025Q2: 9,257 shares; 2025Q3: 9,204 shares; 2025Q4: 8,314 shares; 2026Q1: 7,723 shares 7,723 $743K 0.11% -591 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,955 shares; 2025Q1: 2,993 shares; 2025Q2: 3,239 shares; 2025Q3: 3,275 shares; 2025Q4: 3,529 shares; 2026Q1: 3,613 shares 3,613 $731K 0.11% +84 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 1,940 shares; 2025Q1: 1,468 shares; 2025Q2: 1,468 shares; 2025Q3: 1,468 shares; 2025Q4: 1,468 shares; 2026Q1: 1,492 shares 1,492 $691K 0.1% +24 Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,545 shares; 2025Q1: 13,291 shares; 2025Q2: 12,431 shares; 2025Q3: 12,294 shares; 2025Q4: 11,888 shares; 2026Q1: 21,262 shares 21,262 $634K 0.09% +9,374 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,472 shares; 2024Q4: 8,365 shares; 2025Q1: 13,390 shares; 2025Q2: 13,904 shares; 2025Q3: 13,821 shares; 2025Q4: 13,126 shares; 2026Q1: 13,004 shares 13,004 $623K 0.09% -122 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,963 shares; 2024Q4: 9,042 shares; 2025Q1: 8,636 shares; 2025Q2: 9,196 shares; 2025Q3: 9,192 shares; 2025Q4: 8,828 shares; 2026Q1: 8,828 shares 8,828 $611K 0.09% 0 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,674 shares; 2024Q4: 17,149 shares; 2025Q1: 16,823 shares; 2025Q2: 17,143 shares; 2025Q3: 17,125 shares; 2025Q4: 16,184 shares; 2026Q1: 14,749 shares 14,749 $580K 0.08% -1,435 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 6,318 shares; 2025Q1: 5,623 shares; 2025Q2: 11,030 shares; 2025Q3: 11,280 shares; 2025Q4: 13,535 shares; 2026Q1: 13,208 shares 13,208 $562K 0.08% -327 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,067 shares; 2024Q4: 27,039 shares; 2025Q1: 25,844 shares; 2025Q2: 23,333 shares; 2025Q3: 23,333 shares; 2025Q4: 22,556 shares; 2026Q1: 22,556 shares 22,556 $558K 0.08% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,109 shares; 2024Q4: 8,061 shares; 2025Q1: 7,098 shares; 2025Q2: 11,182 shares; 2025Q3: 11,444 shares; 2025Q4: 14,290 shares; 2026Q1: 14,158 shares 14,158 $544K 0.08% -132 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,427 shares 7,427 $541K 0.08% new Timeline DRD DRDGOLD LIMITED More: the full row for DRDGOLD 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: 17,775 shares; 2026Q1: 17,776 shares 17,776 $522K 0.08% +1 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,074 shares; 2025Q4: not reported; 2026Q1: 13,671 shares 13,671 $507K 0.07% new Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,788 shares 22,788 $496K 0.07% new Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,267 shares; 2024Q4: 11,422 shares; 2025Q1: 11,012 shares; 2025Q2: 13,164 shares; 2025Q3: 13,164 shares; 2025Q4: 12,613 shares; 2026Q1: 12,526 shares 12,526 $493K 0.07% -87 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,940 shares; 2024Q4: 4,909 shares; 2025Q1: 4,894 shares; 2025Q2: 7,073 shares; 2025Q3: 4,142 shares; 2025Q4: 4,390 shares; 2026Q1: 4,838 shares 4,838 $477K 0.07% +448 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,610 shares; 2024Q4: 4,637 shares; 2025Q1: 4,457 shares; 2025Q2: 4,556 shares; 2025Q3: 4,556 shares; 2025Q4: 4,320 shares; 2026Q1: 4,320 shares 4,320 $476K 0.07% 0 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,410 shares; 2025Q1: 1,287 shares; 2025Q2: 1,210 shares; 2025Q3: 1,195 shares; 2025Q4: 938 shares; 2026Q1: 874 shares 874 $473K 0.07% -64 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,611 shares; 2024Q4: 4,635 shares; 2025Q1: 4,505 shares; 2025Q2: 4,493 shares; 2025Q3: 4,517 shares; 2025Q4: 4,590 shares; 2026Q1: 4,588 shares 4,588 $469K 0.07% -2 Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,895 shares; 2024Q4: 4,001 shares; 2025Q1: not reported; 2025Q2: 4,986 shares; 2025Q3: not reported; 2025Q4: 4,772 shares; 2026Q1: 9,792 shares 9,792 $464K 0.07% +5,020 Timeline STOK STOKE THERAPEUTICS INC More: the full row for STOKE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,228 shares 14,228 $463K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,621 shares; 2025Q3: 1,621 shares; 2025Q4: 1,621 shares; 2026Q1: 1,621 shares 1,621 $460K 0.07% 0 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,022 shares; 2025Q1: 1,887 shares; 2025Q2: not reported; 2025Q3: 1,777 shares; 2025Q4: 1,734 shares; 2026Q1: 3,738 shares 3,738 $458K 0.07% +2,004 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,544 shares; 2024Q4: 5,671 shares; 2025Q1: 5,447 shares; 2025Q2: 5,674 shares; 2025Q3: 5,674 shares; 2025Q4: 5,429 shares; 2026Q1: 5,429 shares 5,429 $449K 0.06% 0 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,837 shares; 2024Q4: 6,789 shares; 2025Q1: 18,536 shares; 2025Q2: 25,391 shares; 2025Q3: 26,343 shares; 2025Q4: 4,527 shares; 2026Q1: 4,706 shares 4,706 $415K 0.06% +179 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,668 shares; 2025Q1: 1,584 shares; 2025Q2: 1,666 shares; 2025Q3: 1,655 shares; 2025Q4: 1,591 shares; 2026Q1: 1,591 shares 1,591 $415K 0.06% 0 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,783 shares; 2024Q4: 6,712 shares; 2025Q1: 6,138 shares; 2025Q2: 9,586 shares; 2025Q3: 9,567 shares; 2025Q4: 9,209 shares; 2026Q1: 9,209 shares 9,209 $402K 0.06% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,343 shares; 2024Q4: 5,405 shares; 2025Q1: 5,210 shares; 2025Q2: 5,472 shares; 2025Q3: 5,503 shares; 2025Q4: 5,247 shares; 2026Q1: 5,247 shares 5,247 $397K 0.06% 0 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: 2,926 shares; 2024Q4: 3,234 shares; 2025Q1: 3,187 shares; 2025Q2: 2,404 shares; 2025Q3: 2,412 shares; 2025Q4: 2,460 shares; 2026Q1: 3,341 shares 3,341 $396K 0.06% +881 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,355 shares; 2025Q3: 2,352 shares; 2025Q4: 2,253 shares; 2026Q1: 2,253 shares 2,253 $392K 0.06% 0 Timeline PGF 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: 407,643 shares; 2024Q4: 250,510 shares; 2025Q1: 29,181 shares; 2025Q2: 29,181 shares; 2025Q3: 28,617 shares; 2025Q4: 27,522 shares; 2026Q1: 28,491 shares 28,491 $392K 0.06% +969 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: 2,104 shares; 2024Q4: 2,104 shares; 2025Q1: 2,204 shares; 2025Q2: 2,104 shares; 2025Q3: 2,104 shares; 2025Q4: 2,410 shares; 2026Q1: 2,660 shares 2,660 $391K 0.06% +250 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,351 shares; 2024Q4: 363,233 shares; 2025Q1: 202,871 shares; 2025Q2: 201,582 shares; 2025Q3: 200,921 shares; 2025Q4: 199,093 shares; 2026Q1: 8,541 shares 8,541 $387K 0.06% -190,552 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: 692 shares; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 656 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 645 shares 645 $385K 0.06% -8 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,157 shares; 2025Q1: 1,051 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares; 2025Q4: 1,985 shares; 2026Q1: 1,985 shares 1,985 $384K 0.06% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 1,963 shares; 2025Q1: 2,009 shares; 2025Q2: 2,446 shares; 2025Q3: 2,471 shares; 2025Q4: 2,539 shares; 2026Q1: 2,542 shares 2,542 $371K 0.05% +3 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,304 shares; 2024Q4: 13,396 shares; 2025Q1: 12,911 shares; 2025Q2: 13,641 shares; 2025Q3: 13,641 shares; 2025Q4: 13,080 shares; 2026Q1: 13,080 shares 13,080 $366K 0.05% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,747 shares; 2025Q3: 6,144 shares; 2025Q4: 6,326 shares; 2026Q1: 6,326 shares 6,326 $359K 0.05% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 404 shares 404 $353K 0.05% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: 3,073 shares; 2025Q1: 2,583 shares; 2025Q2: 2,486 shares; 2025Q3: 2,486 shares; 2025Q4: 2,662 shares; 2026Q1: 2,662 shares 2,662 $331K 0.05% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,649 shares; 2024Q4: 3,649 shares; 2025Q1: 3,949 shares; 2025Q2: 3,649 shares; 2025Q3: 3,649 shares; 2025Q4: 3,649 shares; 2026Q1: 3,661 shares 3,661 $328K 0.05% +12 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: 785 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 785 shares; 2026Q1: 785 shares 785 $327K 0.05% 0 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,506 shares; 2024Q4: 4,501 shares; 2025Q1: 4,347 shares; 2025Q2: 4,514 shares; 2025Q3: 4,513 shares; 2025Q4: 4,318 shares; 2026Q1: 4,318 shares 4,318 $307K 0.04% 0 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: 6,968 shares; 2024Q4: 6,455 shares; 2025Q1: 6,613 shares; 2025Q2: 2,577 shares; 2025Q3: 2,603 shares; 2025Q4: 2,628 shares; 2026Q1: 2,663 shares 2,663 $301K 0.04% +35 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares 270 $295K 0.04% 0 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,770 shares; 2025Q3: 4,770 shares; 2025Q4: 4,557 shares; 2026Q1: 4,557 shares 4,557 $293K 0.04% 0 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: 2,951 shares; 2024Q4: 3,194 shares; 2025Q1: 475 shares; 2025Q2: 633 shares; 2025Q3: 631 shares; 2025Q4: 629 shares; 2026Q1: 629 shares 629 $281K 0.04% 0 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,443 shares; 2024Q4: 12,300 shares; 2025Q1: 11,376 shares; 2025Q2: 7,002 shares; 2025Q3: 7,002 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares 6,600 $266K 0.04% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 1,372 shares; 2025Q1: 1,239 shares; 2025Q2: 1,108 shares; 2025Q3: 731 shares; 2025Q4: 704 shares; 2026Q1: 704 shares 704 $262K 0.04% 0 Timeline IVE 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: 2,880 shares; 2024Q4: 2,735 shares; 2025Q1: 2,771 shares; 2025Q2: 1,237 shares; 2025Q3: 1,246 shares; 2025Q4: 1,228 shares; 2026Q1: 1,232 shares 1,232 $260K 0.04% +4 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 594 shares; 2025Q1: 594 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 740 shares; 2026Q1: 740 shares 740 $260K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 347 shares 347 $246K 0.04% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,097 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,012 shares; 2025Q4: 1,012 shares; 2026Q1: 1,012 shares 1,012 $245K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,143 shares 1,143 $244K 0.04% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,396 shares; 2025Q1: not reported; 2025Q2: 1,528 shares; 2025Q3: 1,522 shares; 2025Q4: 1,323 shares; 2026Q1: 1,323 shares 1,323 $242K 0.04% 0 Timeline TGLS TECNOGLASS INC More: the full row for TECNOGLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,488 shares; 2025Q3: 5,488 shares; 2025Q4: 5,318 shares; 2026Q1: 5,354 shares 5,354 $239K 0.03% +36 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 9,320 shares; 2025Q3: 9,953 shares; 2025Q4: 11,318 shares; 2026Q1: 10,413 shares 10,413 $233K 0.03% -905 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: 53,591 shares; 2024Q4: 53,296 shares; 2025Q1: 51,943 shares; 2025Q2: 4,720 shares; 2025Q3: 4,720 shares; 2025Q4: 4,720 shares; 2026Q1: 4,609 shares 4,609 $228K 0.03% -111 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,265 shares; 2026Q1: 7,498 shares 7,498 $221K 0.03% +233 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,824 shares; 2025Q2: 7,561 shares; 2025Q3: 7,561 shares; 2025Q4: not reported; 2026Q1: 7,606 shares 7,606 $220K 0.03% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,513 shares; 2024Q4: 98,809 shares; 2025Q1: 99,062 shares; 2025Q2: 99,956 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,621 shares 4,621 $209K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 602 shares 602 $206K 0.03% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,328 shares; 2025Q1: 1,308 shares; 2025Q2: 1,308 shares; 2025Q3: 1,609 shares; 2025Q4: 1,438 shares; 2026Q1: 662 shares 662 $200K 0.03% -776 Timeline NNY NUVEEN N Y MUN VALUE FD More: the full row for NUVEEN N Y MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,049 shares; 2024Q4: 14,049 shares; 2025Q1: 14,049 shares; 2025Q2: 14,049 shares; 2025Q3: 14,049 shares; 2025Q4: 14,049 shares; 2026Q1: 14,049 shares 14,049 $117K 0.02% 0 Timeline