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: 1,035,396 shares; 2024Q4: 1,009,151 shares; 2025Q1: 1,028,241 shares; 2025Q2: 975,629 shares; 2025Q3: 980,475 shares; 2025Q4: 990,424 shares; 2026Q1: 997,534 shares 997,534 $174M 5.96% +7,110 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: 510,355 shares; 2024Q4: 524,466 shares; 2025Q1: 534,291 shares; 2025Q2: 524,195 shares; 2025Q3: 543,635 shares; 2025Q4: 557,270 shares; 2026Q1: 573,197 shares 573,197 $145M 4.99% +15,927 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: 189,099 shares; 2024Q4: 192,820 shares; 2025Q1: 197,516 shares; 2025Q2: 198,773 shares; 2025Q3: 203,728 shares; 2025Q4: 205,832 shares; 2026Q1: 201,452 shares 201,452 $74.6M 2.56% -4,380 Timeline SHY 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: 148,443 shares; 2024Q4: 225,321 shares; 2025Q1: 287,678 shares; 2025Q2: 394,083 shares; 2025Q3: 799,559 shares; 2025Q4: 858,478 shares; 2026Q1: 877,639 shares 877,639 $72.5M 2.48% +19,161 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: 77,224 shares; 2024Q4: 77,612 shares; 2025Q1: 93,478 shares; 2025Q2: 108,875 shares; 2025Q3: 160,811 shares; 2025Q4: 166,931 shares; 2026Q1: 130,743 shares 130,743 $56.3M 1.93% -36,188 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: 258,033 shares; 2024Q4: 252,382 shares; 2025Q1: 252,280 shares; 2025Q2: 245,011 shares; 2025Q3: 252,649 shares; 2025Q4: 250,687 shares; 2026Q1: 243,487 shares 243,487 $50.7M 1.74% -7,200 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: 155,137 shares; 2024Q4: 157,998 shares; 2025Q1: 157,179 shares; 2025Q2: 153,699 shares; 2025Q3: 157,143 shares; 2025Q4: 157,692 shares; 2026Q1: 156,579 shares 156,579 $44.9M 1.54% -1,113 Timeline SCEC CAPITOL SER TR More: the full row for CAPITOL SER 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: 1,210,812 shares; 2025Q3: 1,415,240 shares; 2025Q4: 1,563,997 shares; 2026Q1: 1,673,683 shares 1,673,683 $42M 1.44% +109,686 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: 96,090 shares; 2024Q4: 100,467 shares; 2025Q1: 118,628 shares; 2025Q2: 122,198 shares; 2025Q3: 128,487 shares; 2025Q4: 132,172 shares; 2026Q1: 141,238 shares 141,238 $40.6M 1.39% +9,066 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,361 shares 84,361 $40M 1.37% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,375 shares; 2024Q4: 268,485 shares; 2025Q1: 323,338 shares; 2025Q2: 376,436 shares; 2025Q3: 407,294 shares; 2025Q4: 434,549 shares; 2026Q1: 478,117 shares 478,117 $39.6M 1.36% +43,568 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: 72,523 shares; 2024Q4: 72,505 shares; 2025Q1: 73,683 shares; 2025Q2: 75,476 shares; 2025Q3: 77,192 shares; 2025Q4: 77,440 shares; 2026Q1: 77,514 shares 77,514 $37.1M 1.27% +74 Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,481,667 shares; 2024Q4: 1,786,415 shares; 2025Q1: 2,918,040 shares; 2025Q2: 2,543,641 shares; 2025Q3: 3,126,430 shares; 2025Q4: 3,371,814 shares; 2026Q1: 2,299,644 shares 2,299,644 $37.1M 1.27% -1,072,170 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: 302,617 shares; 2024Q4: 654,730 shares; 2025Q1: 602,719 shares; 2025Q2: 583,186 shares; 2025Q3: 517,960 shares; 2025Q4: 462,029 shares; 2026Q1: 391,859 shares 391,859 $35.9M 1.23% -70,170 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,289 shares; 2024Q4: 7,446 shares; 2025Q1: 94,982 shares; 2025Q2: 121,430 shares; 2025Q3: 139,602 shares; 2025Q4: 163,371 shares; 2026Q1: 707,873 shares 707,873 $34.7M 1.19% +544,502 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN 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: 5,204,952 shares 5,204,952 $34.5M 1.18% new 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: 37,679 shares; 2024Q4: 37,287 shares; 2025Q1: 36,635 shares; 2025Q2: 35,483 shares; 2025Q3: 35,840 shares; 2025Q4: 34,618 shares; 2026Q1: 33,352 shares 33,352 $33.2M 1.14% -1,266 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: 79,531 shares; 2024Q4: 81,796 shares; 2025Q1: 84,127 shares; 2025Q2: 92,223 shares; 2025Q3: 94,579 shares; 2025Q4: 98,661 shares; 2026Q1: 102,488 shares 102,488 $32.9M 1.13% +3,827 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: 49,667 shares; 2024Q4: 50,766 shares; 2025Q1: 51,580 shares; 2025Q2: 52,996 shares; 2025Q3: 58,716 shares; 2025Q4: 54,282 shares; 2026Q1: 54,191 shares 54,191 $31M 1.06% -91 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 506,550 shares 506,550 $29.5M 1.01% new Timeline CLB CORE LABORATORIES INC More: the full row for CORE 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: 622,453 shares; 2026Q1: 1,741,001 shares 1,741,001 $29.2M 1% +1,118,548 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: 95,748 shares; 2024Q4: 107,146 shares; 2025Q1: 101,367 shares; 2025Q2: 101,311 shares; 2025Q3: 101,334 shares; 2025Q4: 98,703 shares; 2026Q1: 96,941 shares 96,941 $28.5M 0.98% -1,762 Timeline JMST 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: 390,863 shares; 2024Q4: 436,070 shares; 2025Q1: 478,001 shares; 2025Q2: 530,088 shares; 2025Q3: 525,390 shares; 2025Q4: 440,879 shares; 2026Q1: 542,113 shares 542,113 $27.6M 0.95% +101,234 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: 33,726 shares; 2024Q4: 37,210 shares; 2025Q1: 40,724 shares; 2025Q2: 72,746 shares; 2025Q3: 75,432 shares; 2025Q4: 77,434 shares; 2026Q1: 79,627 shares 79,627 $24.6M 0.84% +2,193 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: 135,305 shares; 2024Q4: 120,478 shares; 2025Q1: 123,552 shares; 2025Q2: 121,025 shares; 2025Q3: 99,944 shares; 2025Q4: 97,741 shares; 2026Q1: 96,854 shares 96,854 $23.7M 0.81% -887 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,491 shares; 2024Q4: 280,162 shares; 2025Q1: 257,132 shares; 2025Q2: 243,121 shares; 2025Q3: 221,284 shares; 2025Q4: 213,739 shares; 2026Q1: 207,625 shares 207,625 $22.6M 0.77% -6,114 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: 216,399 shares; 2024Q4: 208,270 shares; 2025Q1: 192,111 shares; 2025Q2: 188,458 shares; 2025Q3: 202,013 shares; 2025Q4: 208,204 shares; 2026Q1: 208,807 shares 208,807 $20.2M 0.69% +603 Timeline GLRE GREENLIGHT CAP RE LTD More: the full row for GREENLIGHT CAP RE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364,269 shares; 2024Q4: 359,519 shares; 2025Q1: 677,566 shares; 2025Q2: 865,797 shares; 2025Q3: 914,398 shares; 2025Q4: 977,105 shares; 2026Q1: 1,158,055 shares 1,158,055 $20M 0.69% +180,950 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD 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: not reported; 2026Q1: 3,528 shares 3,528 $19.9M 0.68% 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: 62,322 shares; 2024Q4: 64,287 shares; 2025Q1: 67,846 shares; 2025Q2: 67,106 shares; 2025Q3: 68,804 shares; 2025Q4: 68,069 shares; 2026Q1: 65,804 shares 65,804 $19.9M 0.68% -2,265 Timeline BILS 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: 224,996 shares; 2024Q4: 227,939 shares; 2025Q1: 225,477 shares; 2025Q2: 209,539 shares; 2025Q3: 213,114 shares; 2025Q4: 197,101 shares; 2026Q1: 190,156 shares 190,156 $18.9M 0.65% -6,945 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: 733,918 shares; 2024Q4: 343,711 shares; 2025Q1: 170,312 shares; 2025Q2: 133,193 shares; 2025Q3: 131,908 shares; 2025Q4: 131,335 shares; 2026Q1: 125,557 shares 125,557 $18.4M 0.63% -5,778 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: 55,651 shares; 2024Q4: 48,383 shares; 2025Q1: 49,605 shares; 2025Q2: 51,376 shares; 2025Q3: 71,640 shares; 2025Q4: 83,604 shares; 2026Q1: 83,314 shares 83,314 $18.1M 0.62% -290 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: 150,084 shares; 2024Q4: 143,451 shares; 2025Q1: 135,710 shares; 2025Q2: 133,783 shares; 2025Q3: 137,891 shares; 2025Q4: 134,121 shares; 2026Q1: 130,986 shares 130,986 $17.2M 0.59% -3,135 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: 3,842 shares; 2024Q4: 6,512 shares; 2025Q1: 21,094 shares; 2025Q2: 22,350 shares; 2025Q3: 26,976 shares; 2025Q4: 27,949 shares; 2026Q1: 25,608 shares 25,608 $16.7M 0.57% -2,341 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,205 shares; 2024Q4: 129,052 shares; 2025Q1: 91,740 shares; 2025Q2: 112,015 shares; 2025Q3: 85,946 shares; 2025Q4: 81,621 shares; 2026Q1: 77,427 shares 77,427 $16.4M 0.56% -4,194 Timeline UROY URANIUM RTY CORP More: the full row for URANIUM RTY 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: 4,032,711 shares 4,032,711 $14.7M 0.5% new 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: 228,443 shares; 2024Q4: 240,454 shares; 2025Q1: 259,513 shares; 2025Q2: 318,994 shares; 2025Q3: 335,418 shares; 2025Q4: 356,150 shares; 2026Q1: 217,033 shares 217,033 $14.3M 0.49% -139,117 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,279 shares; 2024Q4: 138,095 shares; 2025Q1: 142,924 shares; 2025Q2: 152,710 shares; 2025Q3: 158,638 shares; 2025Q4: 173,504 shares; 2026Q1: 187,140 shares 187,140 $14.3M 0.49% +13,636 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: 15,567 shares; 2024Q4: 17,389 shares; 2025Q1: 21,060 shares; 2025Q2: 22,214 shares; 2025Q3: 21,089 shares; 2025Q4: 20,736 shares; 2026Q1: 21,665 shares 21,665 $14.1M 0.48% +929 Timeline MSB MESABI TR More: the full row for MESABI 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: 160,918 shares; 2025Q4: 228,244 shares; 2026Q1: 447,485 shares 447,485 $14.1M 0.48% +219,241 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: 20,020 shares; 2024Q4: 19,311 shares; 2025Q1: 17,896 shares; 2025Q2: 17,469 shares; 2025Q3: 17,276 shares; 2025Q4: 16,852 shares; 2026Q1: 16,569 shares 16,569 $14M 0.48% -283 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,783 shares; 2024Q4: 43,210 shares; 2025Q1: 45,598 shares; 2025Q2: 90,267 shares; 2025Q3: 101,314 shares; 2025Q4: 279,843 shares; 2026Q1: 313,615 shares 313,615 $13.9M 0.48% +33,772 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: 41,183 shares; 2024Q4: 41,579 shares; 2025Q1: 32,373 shares; 2025Q2: 25,398 shares; 2025Q3: 24,767 shares; 2025Q4: 24,351 shares; 2026Q1: 23,723 shares 23,723 $13.4M 0.46% -628 Timeline RS RELIANCE INC More: the full row for RELIANCE 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: 35,647 shares; 2026Q1: 43,265 shares 43,265 $13.1M 0.45% +7,618 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: 126,356 shares; 2024Q4: 119,092 shares; 2025Q1: 110,295 shares; 2025Q2: 105,218 shares; 2025Q3: 104,464 shares; 2025Q4: 99,923 shares; 2026Q1: 96,451 shares 96,451 $13.1M 0.45% -3,472 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,611 shares; 2024Q4: 28,668 shares; 2025Q1: 24,900 shares; 2025Q2: 25,353 shares; 2025Q3: 23,058 shares; 2025Q4: 22,854 shares; 2026Q1: 17,479 shares 17,479 $12.7M 0.44% -5,375 Timeline SHV 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: 15,958 shares; 2025Q4: 76,833 shares; 2026Q1: 109,875 shares 109,875 $12.1M 0.42% +33,042 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: 79,088 shares; 2024Q4: 80,353 shares; 2025Q1: 81,484 shares; 2025Q2: 82,207 shares; 2025Q3: 91,098 shares; 2025Q4: 94,207 shares; 2026Q1: 92,490 shares 92,490 $11.9M 0.41% -1,717 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,668 shares; 2024Q4: 60,143 shares; 2025Q1: 46,788 shares; 2025Q2: 59,072 shares; 2025Q3: 64,315 shares; 2025Q4: 50,676 shares; 2026Q1: 57,423 shares 57,423 $11.7M 0.4% +6,747 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: 32,554 shares; 2024Q4: 32,092 shares; 2025Q1: 23,124 shares; 2025Q2: 22,889 shares; 2025Q3: 22,618 shares; 2025Q4: 22,145 shares; 2026Q1: 19,248 shares 19,248 $11.6M 0.4% -2,897 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: 64,428 shares; 2024Q4: 58,587 shares; 2025Q1: 52,777 shares; 2025Q2: 49,136 shares; 2025Q3: 47,941 shares; 2025Q4: 45,593 shares; 2026Q1: 43,414 shares 43,414 $11.5M 0.4% -2,179 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,102 shares; 2025Q2: 16,362 shares; 2025Q3: 24,746 shares; 2025Q4: 26,130 shares; 2026Q1: 30,334 shares 30,334 $11.5M 0.4% +4,204 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: 23,073 shares; 2024Q4: 23,490 shares; 2025Q1: 25,189 shares; 2025Q2: 29,279 shares; 2025Q3: 29,737 shares; 2025Q4: 30,208 shares; 2026Q1: 30,691 shares 30,691 $11.4M 0.39% +483 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: 122,173 shares; 2024Q4: 120,456 shares; 2025Q1: 115,270 shares; 2025Q2: 111,622 shares; 2025Q3: 109,437 shares; 2025Q4: 105,223 shares; 2026Q1: 100,858 shares 100,858 $11.2M 0.38% -4,365 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,617 shares 104,617 $11M 0.38% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,836 shares; 2024Q4: 49,823 shares; 2025Q1: 46,517 shares; 2025Q2: 44,488 shares; 2025Q3: 42,730 shares; 2025Q4: 40,980 shares; 2026Q1: 39,929 shares 39,929 $10.8M 0.37% -1,051 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,259 shares; 2024Q4: 67,856 shares; 2025Q1: 67,495 shares; 2025Q2: 51,468 shares; 2025Q3: 50,775 shares; 2025Q4: 49,356 shares; 2026Q1: 46,545 shares 46,545 $10.8M 0.37% -2,811 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: 32,046 shares; 2025Q2: 25,426 shares; 2025Q3: 47,597 shares; 2025Q4: 50,210 shares; 2026Q1: 49,552 shares 49,552 $10.6M 0.36% -658 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,725 shares; 2024Q4: 12,774 shares; 2025Q1: 12,363 shares; 2025Q2: 57,520 shares; 2025Q3: 59,782 shares; 2025Q4: 63,133 shares; 2026Q1: 55,164 shares 55,164 $10.4M 0.36% -7,969 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,616 shares; 2024Q4: 79,894 shares; 2025Q1: 62,938 shares; 2025Q2: 56,451 shares; 2025Q3: 117,717 shares; 2025Q4: 155,109 shares; 2026Q1: 58,080 shares 58,080 $10.3M 0.35% -97,029 Timeline GROY GOLD ROYALTY CORP More: the full row for GOLD ROYALTY 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: 3,942,457 shares; 2026Q1: 2,853,031 shares 2,853,031 $10.2M 0.35% -1,089,426 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: 87,192 shares; 2024Q4: 111,149 shares; 2025Q1: 115,915 shares; 2025Q2: 119,450 shares; 2025Q3: 150,359 shares; 2025Q4: 115,068 shares; 2026Q1: 167,792 shares 167,792 $10.2M 0.35% +52,724 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,208 shares; 2024Q4: 61,455 shares; 2025Q1: 147,327 shares; 2025Q2: 154,893 shares; 2025Q3: 147,074 shares; 2025Q4: 109,957 shares; 2026Q1: 127,626 shares 127,626 $10.1M 0.35% +17,669 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,244 shares; 2024Q4: 4,832 shares; 2025Q1: 43,833 shares; 2025Q2: 114,189 shares; 2025Q3: 122,664 shares; 2025Q4: 131,080 shares; 2026Q1: 135,194 shares 135,194 $10.1M 0.35% +4,114 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,526 shares; 2024Q4: 124,460 shares; 2025Q1: 140,533 shares; 2025Q2: 152,346 shares; 2025Q3: 150,995 shares; 2025Q4: 149,654 shares; 2026Q1: 152,291 shares 152,291 $9.76M 0.33% +2,637 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: 16,257 shares; 2024Q4: 47,644 shares; 2025Q1: 69,395 shares; 2025Q2: 78,019 shares; 2025Q3: 81,719 shares; 2025Q4: 85,087 shares; 2026Q1: 85,936 shares 85,936 $9.75M 0.33% +849 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,872 shares; 2024Q4: 84,349 shares; 2025Q1: 93,757 shares; 2025Q2: 100,168 shares; 2025Q3: 85,068 shares; 2025Q4: 83,258 shares; 2026Q1: 88,144 shares 88,144 $9.36M 0.32% +4,886 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: 83,531 shares; 2024Q4: 83,034 shares; 2025Q1: 78,308 shares; 2025Q2: 72,523 shares; 2025Q3: 70,776 shares; 2025Q4: 67,336 shares; 2026Q1: 62,598 shares 62,598 $9.21M 0.32% -4,738 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: 35,115 shares; 2024Q4: 39,313 shares; 2025Q1: 46,082 shares; 2025Q2: 46,544 shares; 2025Q3: 45,070 shares; 2025Q4: 45,977 shares; 2026Q1: 46,527 shares 46,527 $8.98M 0.31% +550 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,075 shares 18,075 $8.87M 0.3% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,807 shares; 2024Q4: 60,078 shares; 2025Q1: 63,657 shares; 2025Q2: 68,014 shares; 2025Q3: 67,031 shares; 2025Q4: 65,523 shares; 2026Q1: 68,175 shares 68,175 $8.47M 0.29% +2,652 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: 113,493 shares; 2024Q4: 123,304 shares; 2025Q1: 142,038 shares; 2025Q2: 151,262 shares; 2025Q3: 157,773 shares; 2025Q4: 168,966 shares; 2026Q1: 172,699 shares 172,699 $8.42M 0.29% +3,733 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,779 shares; 2024Q4: 200,075 shares; 2025Q1: 189,660 shares; 2025Q2: 174,777 shares; 2025Q3: 178,505 shares; 2025Q4: 165,145 shares; 2026Q1: 162,852 shares 162,852 $8.37M 0.29% -2,293 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: 135,033 shares; 2024Q4: 124,436 shares; 2025Q1: 120,213 shares; 2025Q2: 117,177 shares; 2025Q3: 115,108 shares; 2025Q4: 111,412 shares; 2026Q1: 107,724 shares 107,724 $8.36M 0.29% -3,688 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,684 shares; 2024Q4: 83,979 shares; 2025Q1: 79,122 shares; 2025Q2: 78,410 shares; 2025Q3: 80,061 shares; 2025Q4: 77,795 shares; 2026Q1: 72,641 shares 72,641 $8.35M 0.29% -5,154 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: 13,000 shares; 2024Q4: 13,123 shares; 2025Q1: 13,259 shares; 2025Q2: 14,112 shares; 2025Q3: 14,439 shares; 2025Q4: 14,157 shares; 2026Q1: 13,875 shares 13,875 $8.29M 0.28% -282 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: 44,169 shares; 2024Q4: 43,916 shares; 2025Q1: 43,962 shares; 2025Q2: 39,580 shares; 2025Q3: 42,114 shares; 2025Q4: 39,624 shares; 2026Q1: 40,001 shares 40,001 $8.28M 0.28% +377 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,143 shares; 2024Q4: 80,684 shares; 2025Q1: 74,183 shares; 2025Q2: 68,848 shares; 2025Q3: 67,589 shares; 2025Q4: 65,025 shares; 2026Q1: 62,457 shares 62,457 $8.26M 0.28% -2,568 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: 75,770 shares; 2024Q4: 76,943 shares; 2025Q1: 115,575 shares; 2025Q2: 65,743 shares; 2025Q3: 54,812 shares; 2025Q4: 56,792 shares; 2026Q1: 59,136 shares 59,136 $8.24M 0.28% +2,344 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,391 shares; 2024Q4: 39,011 shares; 2025Q1: 42,159 shares; 2025Q2: 4,071 shares; 2025Q3: 4,288 shares; 2025Q4: 66,622 shares; 2026Q1: 69,335 shares 69,335 $8.23M 0.28% +2,713 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,280 shares; 2024Q4: 225,926 shares; 2025Q1: 71,496 shares; 2025Q2: 92,204 shares; 2025Q3: 45,263 shares; 2025Q4: 71,604 shares; 2026Q1: 57,347 shares 57,347 $8.19M 0.28% -14,257 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: 14,869 shares; 2024Q4: 14,478 shares; 2025Q1: 13,493 shares; 2025Q2: 12,996 shares; 2025Q3: 12,875 shares; 2025Q4: 20,698 shares; 2026Q1: 18,945 shares 18,945 $8.19M 0.28% -1,753 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: 28,197 shares; 2024Q4: 26,549 shares; 2025Q1: 24,012 shares; 2025Q2: 92,111 shares; 2025Q3: 130,292 shares; 2025Q4: 126,002 shares; 2026Q1: 121,999 shares 121,999 $8.18M 0.28% -4,003 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: 33,114 shares; 2024Q4: 29,493 shares; 2025Q1: 35,893 shares; 2025Q2: 40,701 shares; 2025Q3: 41,613 shares; 2025Q4: 46,470 shares; 2026Q1: 47,275 shares 47,275 $8.02M 0.27% +805 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: 36,355 shares; 2024Q4: 45,447 shares; 2025Q1: 65,686 shares; 2025Q2: 64,661 shares; 2025Q3: 55,792 shares; 2025Q4: 53,871 shares; 2026Q1: 54,377 shares 54,377 $7.85M 0.27% +506 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,069 shares; 2024Q4: 69,311 shares; 2025Q1: 63,904 shares; 2025Q2: 60,682 shares; 2025Q3: 59,509 shares; 2025Q4: 57,053 shares; 2026Q1: 53,719 shares 53,719 $7.78M 0.27% -3,334 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: 49,417 shares; 2024Q4: 63,672 shares; 2025Q1: 92,848 shares; 2025Q2: 107,609 shares; 2025Q3: 106,159 shares; 2025Q4: 112,553 shares; 2026Q1: 114,260 shares 114,260 $7.77M 0.27% +1,707 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121,519 shares; 2025Q4: 131,814 shares; 2026Q1: 134,371 shares 134,371 $7.5M 0.26% +2,557 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,719 shares; 2025Q1: 107 shares; 2025Q2: 88 shares; 2025Q3: 99 shares; 2025Q4: not reported; 2026Q1: 4,320 shares 4,320 $7.47M 0.26% new 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: 2,930 shares; 2024Q4: 14,371 shares; 2025Q1: 68,194 shares; 2025Q2: 64,022 shares; 2025Q3: 64,048 shares; 2025Q4: 66,095 shares; 2026Q1: 81,648 shares 81,648 $7.39M 0.25% +15,553 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,984 shares; 2025Q1: 57,381 shares; 2025Q2: not reported; 2025Q3: 70,204 shares; 2025Q4: 74,244 shares; 2026Q1: 76,764 shares 76,764 $7.23M 0.25% +2,520 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: 15,757 shares; 2024Q4: 15,015 shares; 2025Q1: 14,203 shares; 2025Q2: 13,752 shares; 2025Q3: 13,664 shares; 2025Q4: 13,413 shares; 2026Q1: 12,984 shares 12,984 $6.99M 0.24% -429 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: 67,134 shares; 2025Q4: 73,973 shares; 2026Q1: 86,744 shares 86,744 $6.97M 0.24% +12,771 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356,732 shares; 2024Q4: 12,296 shares; 2025Q1: 298,655 shares; 2025Q2: 441,459 shares; 2025Q3: 111,061 shares; 2025Q4: 85,349 shares; 2026Q1: 118,934 shares 118,934 $6.96M 0.24% +33,585 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE 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: 406,851 shares; 2025Q4: 427,698 shares; 2026Q1: 457,873 shares 457,873 $6.88M 0.24% +30,175 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,855 shares; 2024Q4: 171,764 shares; 2025Q1: 159,284 shares; 2025Q2: 156,826 shares; 2025Q3: 156,298 shares; 2025Q4: 153,552 shares; 2026Q1: 147,048 shares 147,048 $6.82M 0.23% -6,504 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,877 shares; 2024Q4: 229,102 shares; 2025Q1: 211,053 shares; 2025Q2: 214,457 shares; 2025Q3: 179,598 shares; 2025Q4: 133,812 shares; 2026Q1: 126,749 shares 126,749 $6.42M 0.22% -7,063 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: 33,471 shares 33,471 $6.42M 0.22% new 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: 2,135 shares; 2025Q1: 6,798 shares; 2025Q2: 7,538 shares; 2025Q3: 8,060 shares; 2025Q4: 8,588 shares; 2026Q1: 8,686 shares 8,686 $6.41M 0.22% +98 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: 1,707 shares; 2026Q1: 23,645 shares 23,645 $6.4M 0.22% +21,938 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,313 shares; 2025Q4: 42,843 shares; 2026Q1: 84,501 shares 84,501 $6.39M 0.22% +41,658 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,468 shares; 2025Q2: 26,611 shares; 2025Q3: 29,693 shares; 2025Q4: 32,534 shares; 2026Q1: 34,830 shares 34,830 $6.39M 0.22% +2,296 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,504 shares; 2024Q4: 54,364 shares; 2025Q1: 56,032 shares; 2025Q2: 58,827 shares; 2025Q3: 57,984 shares; 2025Q4: 55,734 shares; 2026Q1: 53,828 shares 53,828 $6.33M 0.22% -1,906 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: 6,070 shares; 2024Q4: 6,794 shares; 2025Q1: 6,955 shares; 2025Q2: 7,236 shares; 2025Q3: 5,870 shares; 2025Q4: 6,719 shares; 2026Q1: 6,759 shares 6,759 $6.22M 0.21% +40 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: 37,759 shares; 2024Q4: 42,321 shares; 2025Q1: 47,170 shares; 2025Q2: 46,993 shares; 2025Q3: 46,749 shares; 2025Q4: 97,040 shares; 2026Q1: 98,256 shares 98,256 $6.02M 0.21% +1,216 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: 22,867 shares; 2025Q3: 24,626 shares; 2025Q4: 25,574 shares; 2026Q1: 25,797 shares 25,797 $5.96M 0.2% +223 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,657 shares; 2025Q1: 60,290 shares; 2025Q2: 78,371 shares; 2025Q3: 87,953 shares; 2025Q4: 124,295 shares; 2026Q1: 148,202 shares 148,202 $5.95M 0.2% +23,907 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,976 shares; 2024Q4: 20,813 shares; 2025Q1: 24,008 shares; 2025Q2: 71,437 shares; 2025Q3: 117,779 shares; 2025Q4: 103,831 shares; 2026Q1: 89,795 shares 89,795 $5.94M 0.2% -14,036 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: not reported; 2026Q1: 53,219 shares 53,219 $5.9M 0.2% new Timeline CWCO CONSOLIDATED WATER CO INC More: the full row for CONSOLIDATED WATER 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: not reported; 2025Q4: not reported; 2026Q1: 176,617 shares 176,617 $5.85M 0.2% new 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: 40,719 shares; 2024Q4: 48,510 shares; 2025Q1: 58,047 shares; 2025Q2: 13,582 shares; 2025Q3: 67,115 shares; 2025Q4: 72,027 shares; 2026Q1: 72,953 shares 72,953 $5.81M 0.2% +926 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: 10,915 shares; 2024Q4: 12,030 shares; 2025Q1: 13,725 shares; 2025Q2: 8,368 shares; 2025Q3: 8,331 shares; 2025Q4: 8,394 shares; 2026Q1: 8,082 shares 8,082 $5.73M 0.2% -312 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,536 shares; 2024Q4: 13,407 shares; 2025Q1: 22,144 shares; 2025Q2: 22,390 shares; 2025Q3: 21,842 shares; 2025Q4: 21,876 shares; 2026Q1: 21,848 shares 21,848 $5.72M 0.2% -28 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,702 shares; 2024Q4: 10,316 shares; 2025Q1: 18,787 shares; 2025Q2: 20,325 shares; 2025Q3: 21,154 shares; 2025Q4: 19,881 shares; 2026Q1: 22,709 shares 22,709 $5.63M 0.19% +2,828 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,069 shares; 2025Q1: 108,622 shares; 2025Q2: 117,517 shares; 2025Q3: 115,519 shares; 2025Q4: 108,284 shares; 2026Q1: 104,780 shares 104,780 $5.51M 0.19% -3,504 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: 59,275 shares; 2024Q4: 56,640 shares; 2025Q1: 70,179 shares; 2025Q2: not reported; 2025Q3: 2,358 shares; 2025Q4: 35,581 shares; 2026Q1: 38,707 shares 38,707 $5.46M 0.19% +3,126 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: 17,502 shares; 2025Q3: 19,013 shares; 2025Q4: 19,587 shares; 2026Q1: 21,599 shares 21,599 $5.36M 0.18% +2,012 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,966 shares; 2025Q2: 48,609 shares; 2025Q3: 30,400 shares; 2025Q4: 36,516 shares; 2026Q1: 38,204 shares 38,204 $5.32M 0.18% +1,688 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: 11,051 shares; 2024Q4: 12,723 shares; 2025Q1: 17,809 shares; 2025Q2: 17,643 shares; 2025Q3: 17,706 shares; 2025Q4: 17,386 shares; 2026Q1: 17,104 shares 17,104 $5.32M 0.18% -282 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: 89,269 shares; 2025Q4: 111,441 shares; 2026Q1: 124,140 shares 124,140 $5.27M 0.18% +12,699 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,963 shares; 2024Q4: 148,668 shares; 2025Q1: 161,719 shares; 2025Q2: 77,548 shares; 2025Q3: 145,457 shares; 2025Q4: 154,592 shares; 2026Q1: 20,533 shares 20,533 $5.07M 0.17% -134,059 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 17,491 shares; 2026Q1: 21,626 shares 21,626 $5.04M 0.17% +4,135 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: 15,789 shares; 2024Q4: 16,702 shares; 2025Q1: 16,773 shares; 2025Q2: 16,336 shares; 2025Q3: 18,130 shares; 2025Q4: 15,927 shares; 2026Q1: 15,319 shares 15,319 $5.04M 0.17% -608 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 123,658 shares; 2025Q2: 143,952 shares; 2025Q3: 156,284 shares; 2025Q4: not reported; 2026Q1: 219,987 shares 219,987 $5.01M 0.17% new 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: 15,422 shares; 2024Q4: 18,713 shares; 2025Q1: 20,696 shares; 2025Q2: 27,339 shares; 2025Q3: 31,576 shares; 2025Q4: 36,500 shares; 2026Q1: 44,559 shares 44,559 $5.01M 0.17% +8,059 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: 7,072 shares; 2024Q4: 6,307 shares; 2025Q1: 897 shares; 2025Q2: 782 shares; 2025Q3: 822 shares; 2025Q4: 9,555 shares; 2026Q1: 10,486 shares 10,486 $4.96M 0.17% +931 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: 44,327 shares; 2024Q4: 40,922 shares; 2025Q1: 38,906 shares; 2025Q2: 29,088 shares; 2025Q3: 28,711 shares; 2025Q4: 25,982 shares; 2026Q1: 25,522 shares 25,522 $4.95M 0.17% -460 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: 80,885 shares; 2024Q4: 68,423 shares; 2025Q1: 65,677 shares; 2025Q2: 59,710 shares; 2025Q3: 52,459 shares; 2025Q4: 85,131 shares; 2026Q1: 90,968 shares 90,968 $4.94M 0.17% +5,837 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,856 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,858 shares; 2025Q4: 40,084 shares; 2026Q1: 41,539 shares 41,539 $4.93M 0.17% +1,455 Timeline SGOV 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: 107,791 shares; 2024Q4: 94,560 shares; 2025Q1: 113,786 shares; 2025Q2: 134,506 shares; 2025Q3: 55,874 shares; 2025Q4: 63,489 shares; 2026Q1: 48,917 shares 48,917 $4.92M 0.17% -14,572 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: 53,438 shares; 2025Q3: 57,000 shares; 2025Q4: 60,233 shares; 2026Q1: 53,937 shares 53,937 $4.91M 0.17% -6,296 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,647 shares; 2024Q4: 266,756 shares; 2025Q1: 254,624 shares; 2025Q2: 242,023 shares; 2025Q3: 236,236 shares; 2025Q4: 226,793 shares; 2026Q1: 214,427 shares 214,427 $4.79M 0.16% -12,366 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC 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: 20,818 shares; 2025Q4: 68,462 shares; 2026Q1: 89,369 shares 89,369 $4.72M 0.16% +20,907 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: 13,248 shares; 2024Q4: 16,768 shares; 2025Q1: 19,223 shares; 2025Q2: 15,317 shares; 2025Q3: 14,022 shares; 2025Q4: 11,430 shares; 2026Q1: 11,724 shares 11,724 $4.67M 0.16% +294 Timeline GRNT GRANITE RIDGE RESOURCES INC More: the full row for GRANITE RIDGE RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,723 shares; 2024Q4: 129,829 shares; 2025Q1: 189,500 shares; 2025Q2: 255,063 shares; 2025Q3: 299,663 shares; 2025Q4: 357,319 shares; 2026Q1: 786,478 shares 786,478 $4.62M 0.16% +429,159 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,325 shares; 2024Q4: 5,087 shares; 2025Q1: 6,043 shares; 2025Q2: 6,408 shares; 2025Q3: 6,948 shares; 2025Q4: 4,298 shares; 2026Q1: 63,452 shares 63,452 $4.61M 0.16% +59,154 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,229 shares 22,229 $4.6M 0.16% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,190 shares; 2024Q4: 29,183 shares; 2025Q1: 34,520 shares; 2025Q2: 42,245 shares; 2025Q3: 43,052 shares; 2025Q4: 70,633 shares; 2026Q1: 84,534 shares 84,534 $4.58M 0.16% +13,901 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: 27,027 shares; 2024Q4: 25,213 shares; 2025Q1: 22,664 shares; 2025Q2: 21,707 shares; 2025Q3: 21,108 shares; 2025Q4: 20,364 shares; 2026Q1: 18,911 shares 18,911 $4.53M 0.16% -1,453 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,344 shares 89,344 $4.36M 0.15% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,183 shares; 2024Q4: 15,467 shares; 2025Q1: 19,713 shares; 2025Q2: 26,124 shares; 2025Q3: 29,960 shares; 2025Q4: 35,158 shares; 2026Q1: 42,883 shares 42,883 $4.32M 0.15% +7,725 Timeline CMRE COSTAMARE INC More: the full row for COSTAMARE 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: 150,820 shares; 2025Q4: 156,743 shares; 2026Q1: 250,701 shares 250,701 $4.24M 0.15% +93,958 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,319 shares; 2025Q3: 8,673 shares; 2025Q4: 61,786 shares; 2026Q1: 83,634 shares 83,634 $4.21M 0.14% +21,848 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: 4,312 shares; 2024Q4: 6,563 shares; 2025Q1: 9,078 shares; 2025Q2: 9,308 shares; 2025Q3: 10,706 shares; 2025Q4: 11,473 shares; 2026Q1: 11,775 shares 11,775 $4.19M 0.14% +302 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,092 shares; 2024Q4: 59,179 shares; 2025Q1: 59,233 shares; 2025Q2: 59,299 shares; 2025Q3: 59,360 shares; 2025Q4: 59,413 shares; 2026Q1: 58,792 shares 58,792 $4.17M 0.14% -621 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: 6,260 shares; 2024Q4: 8,741 shares; 2025Q1: 10,904 shares; 2025Q2: 12,719 shares; 2025Q3: 11,336 shares; 2025Q4: 11,958 shares; 2026Q1: 13,669 shares 13,669 $4.16M 0.14% +1,711 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: 8,297 shares; 2024Q4: 8,522 shares; 2025Q1: 8,956 shares; 2025Q2: 16,056 shares; 2025Q3: 9,065 shares; 2025Q4: 8,903 shares; 2026Q1: 8,277 shares 8,277 $4.14M 0.14% -626 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: 609 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 461 shares; 2025Q3: 492 shares; 2025Q4: 509 shares; 2026Q1: 7,356 shares 7,356 $4.13M 0.14% +6,847 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: 25,676 shares; 2024Q4: 30,840 shares; 2025Q1: 37,646 shares; 2025Q2: 10,748 shares; 2025Q3: 10,804 shares; 2025Q4: 27,213 shares; 2026Q1: 27,044 shares 27,044 $4.13M 0.14% -169 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL 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: 99,601 shares 99,601 $4.11M 0.14% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,836 shares; 2024Q4: 144,749 shares; 2025Q1: 113,337 shares; 2025Q2: 110,406 shares; 2025Q3: 113,624 shares; 2025Q4: 103,049 shares; 2026Q1: 103,477 shares 103,477 $4.03M 0.14% +428 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,764 shares; 2024Q4: 153,827 shares; 2025Q1: 137,201 shares; 2025Q2: 128,899 shares; 2025Q3: 126,352 shares; 2025Q4: 118,280 shares; 2026Q1: 113,079 shares 113,079 $4.01M 0.14% -5,201 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,447 shares; 2024Q4: 15,424 shares; 2025Q1: 13,652 shares; 2025Q2: 13,075 shares; 2025Q3: 12,749 shares; 2025Q4: 12,658 shares; 2026Q1: 12,154 shares 12,154 $3.98M 0.14% -504 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,289 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 281,387 shares; 2026Q1: 280,470 shares 280,470 $3.95M 0.14% -917 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: 2,512 shares; 2024Q4: 1,909 shares; 2025Q1: 2,598 shares; 2025Q2: 2,102 shares; 2025Q3: 9,141 shares; 2025Q4: 14,242 shares; 2026Q1: 16,014 shares 16,014 $3.89M 0.13% +1,772 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: 5,964 shares; 2024Q4: 6,348 shares; 2025Q1: 7,559 shares; 2025Q2: 5,233 shares; 2025Q3: 5,172 shares; 2025Q4: 6,380 shares; 2026Q1: 6,732 shares 6,732 $3.89M 0.13% +352 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: 1,160 shares; 2024Q4: 1,338 shares; 2025Q1: 2,131 shares; 2025Q2: 2,419 shares; 2025Q3: 3,630 shares; 2025Q4: 4,308 shares; 2026Q1: 4,435 shares 4,435 $3.87M 0.13% +127 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,457 shares; 2024Q4: 51,208 shares; 2025Q1: 63,416 shares; 2025Q2: 64,583 shares; 2025Q3: 72,104 shares; 2025Q4: 71,043 shares; 2026Q1: 71,459 shares 71,459 $3.86M 0.13% +416 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,955 shares; 2024Q4: 151,640 shares; 2025Q1: 128,451 shares; 2025Q2: 131,611 shares; 2025Q3: 130,985 shares; 2025Q4: 156,306 shares; 2026Q1: 158,968 shares 158,968 $3.86M 0.13% +2,662 Timeline VBR 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: 17,566 shares; 2024Q4: 17,646 shares; 2025Q1: 17,808 shares; 2025Q2: 17,805 shares; 2025Q3: 17,694 shares; 2025Q4: 17,695 shares; 2026Q1: 17,752 shares 17,752 $3.86M 0.13% +57 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: 6,958 shares; 2024Q4: not reported; 2025Q1: 1,614 shares; 2025Q2: 3,178 shares; 2025Q3: 3,103 shares; 2025Q4: 14,243 shares; 2026Q1: 15,547 shares 15,547 $3.84M 0.13% +1,304 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: 13,491 shares; 2024Q4: 13,816 shares; 2025Q1: 13,804 shares; 2025Q2: 13,575 shares; 2025Q3: 13,604 shares; 2025Q4: 12,781 shares; 2026Q1: 11,236 shares 11,236 $3.84M 0.13% -1,545 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,854 shares; 2025Q3: 4,566 shares; 2025Q4: not reported; 2026Q1: 55,374 shares 55,374 $3.84M 0.13% new Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 203,480 shares; 2025Q1: 285,680 shares; 2025Q2: 371,368 shares; 2025Q3: 423,753 shares; 2025Q4: 498,575 shares; 2026Q1: 619,470 shares 619,470 $3.8M 0.13% +120,895 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,032 shares; 2026Q1: 44,810 shares 44,810 $3.79M 0.13% +1,778 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: 22,150 shares; 2024Q4: 15,604 shares; 2025Q1: 16,414 shares; 2025Q2: 17,253 shares; 2025Q3: 16,830 shares; 2025Q4: 15,810 shares; 2026Q1: 15,467 shares 15,467 $3.75M 0.13% -343 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,935 shares; 2024Q4: 58,167 shares; 2025Q1: 53,886 shares; 2025Q2: 53,780 shares; 2025Q3: 50,552 shares; 2025Q4: 48,443 shares; 2026Q1: 45,763 shares 45,763 $3.74M 0.13% -2,680 Timeline EC ECOPETROL S A More: the full row for ECOPETROL 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: 98,905 shares; 2026Q1: 248,429 shares 248,429 $3.72M 0.13% +149,524 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,912 shares; 2024Q4: 42,313 shares; 2025Q1: 52,946 shares; 2025Q2: 68,472 shares; 2025Q3: 77,125 shares; 2025Q4: 52,308 shares; 2026Q1: 63,231 shares 63,231 $3.7M 0.13% +10,923 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,693 shares; 2024Q4: 26,605 shares; 2025Q1: 23,642 shares; 2025Q2: 22,135 shares; 2025Q3: 21,777 shares; 2025Q4: 20,742 shares; 2026Q1: 19,510 shares 19,510 $3.69M 0.13% -1,232 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,034 shares; 2025Q4: 22,196 shares; 2026Q1: 25,381 shares 25,381 $3.67M 0.13% +3,185 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: 59,507 shares; 2024Q4: 63,099 shares; 2025Q1: 69,608 shares; 2025Q2: 81,614 shares; 2025Q3: 88,980 shares; 2025Q4: 92,583 shares; 2026Q1: 107,701 shares 107,701 $3.61M 0.12% +15,118 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: 37,681 shares; 2024Q4: 26,349 shares; 2025Q1: 39,424 shares; 2025Q2: 37,038 shares; 2025Q3: 29,856 shares; 2025Q4: 55,592 shares; 2026Q1: 29,982 shares 29,982 $3.61M 0.12% -25,610 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: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $3.59M 0.12% 0 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,000 shares; 2024Q4: 75,000 shares; 2025Q1: 75,000 shares; 2025Q2: 80,903 shares; 2025Q3: 239,181 shares; 2025Q4: 239,937 shares; 2026Q1: 239,969 shares 239,969 $3.59M 0.12% +32 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,829 shares; 2024Q4: 23,225 shares; 2025Q1: 21,920 shares; 2025Q2: 20,562 shares; 2025Q3: 20,101 shares; 2025Q4: 18,381 shares; 2026Q1: 18,154 shares 18,154 $3.57M 0.12% -227 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,528 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 133,446 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 193,913 shares 193,913 $3.56M 0.12% new 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: 4,622 shares; 2024Q4: 4,623 shares; 2025Q1: 4,864 shares; 2025Q2: 4,937 shares; 2025Q3: 4,884 shares; 2025Q4: 4,901 shares; 2026Q1: 5,038 shares 5,038 $3.51M 0.12% +137 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: 2,519 shares; 2024Q4: 2,449 shares; 2025Q1: 2,932 shares; 2025Q2: 3,238 shares; 2025Q3: 3,264 shares; 2025Q4: 32,151 shares; 2026Q1: 35,961 shares 35,961 $3.46M 0.12% +3,810 Timeline KRT KARAT PACKAGING INC More: the full row for KARAT PACKAGING 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: 106,265 shares; 2026Q1: 122,386 shares 122,386 $3.42M 0.12% +16,121 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,681 shares; 2024Q4: 106,184 shares; 2025Q1: 100,926 shares; 2025Q2: 91,749 shares; 2025Q3: 97,945 shares; 2025Q4: 98,346 shares; 2026Q1: 88,753 shares 88,753 $3.41M 0.12% -9,593 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,368 shares; 2024Q4: 25,211 shares; 2025Q1: 25,241 shares; 2025Q2: 25,202 shares; 2025Q3: 25,202 shares; 2025Q4: 25,202 shares; 2026Q1: 43,421 shares 43,421 $3.36M 0.12% +18,219 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: 23,998 shares; 2024Q4: 29,404 shares; 2025Q1: 46,925 shares; 2025Q2: 62,515 shares; 2025Q3: 19,684 shares; 2025Q4: 61,169 shares; 2026Q1: 68,763 shares 68,763 $3.33M 0.11% +7,594 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,957 shares; 2024Q4: 16,003 shares; 2025Q1: 15,989 shares; 2025Q2: 17,313 shares; 2025Q3: 17,151 shares; 2025Q4: 16,878 shares; 2026Q1: 16,800 shares 16,800 $3.3M 0.11% -78 Timeline EPM EVOLUTION PETE CORP More: the full row for EVOLUTION PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,870 shares; 2024Q4: 234,562 shares; 2025Q1: 305,012 shares; 2025Q2: 407,776 shares; 2025Q3: 470,471 shares; 2025Q4: 547,157 shares; 2026Q1: 709,287 shares 709,287 $3.25M 0.11% +162,130 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,867 shares; 2024Q4: 5,054 shares; 2025Q1: 5,436 shares; 2025Q2: 12,640 shares; 2025Q3: 12,621 shares; 2025Q4: 25,288 shares; 2026Q1: 24,131 shares 24,131 $3.21M 0.11% -1,157 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE 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: 38,836 shares; 2025Q4: 59,845 shares; 2026Q1: 92,001 shares 92,001 $3.12M 0.11% +32,156 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: 28,664 shares; 2024Q4: 28,943 shares; 2025Q1: 29,416 shares; 2025Q2: 31,105 shares; 2025Q3: 31,087 shares; 2025Q4: 31,902 shares; 2026Q1: 33,099 shares 33,099 $3.11M 0.11% +1,197 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: 9,166 shares; 2024Q4: 7,441 shares; 2025Q1: 11,035 shares; 2025Q2: 12,299 shares; 2025Q3: 14,141 shares; 2025Q4: 15,206 shares; 2026Q1: 15,283 shares 15,283 $3.11M 0.11% +77 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,180 shares; 2026Q1: 136,959 shares 136,959 $3.08M 0.11% +54,779 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,942 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,372 shares 99,372 $3.05M 0.1% new Timeline HVT HAVERTY FURNITURE COS INC More: the full row for HAVERTY FURNITURE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,000 shares; 2024Q4: 144,000 shares; 2025Q1: 144,000 shares; 2025Q2: 144,000 shares; 2025Q3: 144,000 shares; 2025Q4: 144,000 shares; 2026Q1: 144,000 shares 144,000 $3.05M 0.1% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 3,009 shares; 2025Q1: 3,308 shares; 2025Q2: 5,761 shares; 2025Q3: 15,070 shares; 2025Q4: 16,068 shares; 2026Q1: 15,167 shares 15,167 $3.02M 0.1% -901 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,460 shares; 2024Q4: 17,579 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,357 shares; 2026Q1: 22,809 shares 22,809 $2.98M 0.1% +2,452 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,223 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156,915 shares; 2026Q1: 189,792 shares 189,792 $2.98M 0.1% +32,877 Timeline OGS ONE GAS INC More: the full row for ONE GAS 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: 26,363 shares; 2026Q1: 34,553 shares 34,553 $2.98M 0.1% +8,190 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 2,356 shares; 2025Q1: 9,610 shares; 2025Q2: 9,890 shares; 2025Q3: 9,959 shares; 2025Q4: 9,984 shares; 2026Q1: 10,341 shares 10,341 $2.97M 0.1% +357 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,843 shares; 2024Q4: 20,797 shares; 2025Q1: 26,581 shares; 2025Q2: 36,619 shares; 2025Q3: 39,031 shares; 2025Q4: 40,008 shares; 2026Q1: 42,480 shares 42,480 $2.91M 0.1% +2,472 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: 3,021 shares; 2024Q4: 3,095 shares; 2025Q1: 3,051 shares; 2025Q2: 2,934 shares; 2025Q3: 3,017 shares; 2025Q4: 3,129 shares; 2026Q1: 6,512 shares 6,512 $2.84M 0.1% +3,383 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: 9,855 shares; 2024Q4: 11,893 shares; 2025Q1: 15,010 shares; 2025Q2: 18,226 shares; 2025Q3: 20,048 shares; 2025Q4: 20,671 shares; 2026Q1: 24,091 shares 24,091 $2.82M 0.1% +3,420 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: 17,279 shares; 2024Q4: 19,077 shares; 2025Q1: 21,524 shares; 2025Q2: 19,941 shares; 2025Q3: 13,452 shares; 2025Q4: 13,469 shares; 2026Q1: 14,186 shares 14,186 $2.81M 0.1% +717 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,333 shares; 2025Q2: 25,622 shares; 2025Q3: 27,387 shares; 2025Q4: 28,692 shares; 2026Q1: 30,231 shares 30,231 $2.78M 0.1% +1,539 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to 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: 11,582 shares; 2026Q1: 16,021 shares 16,021 $2.78M 0.1% +4,439 Timeline CYD CHINA YUCHAI INTL LTD More: the full row for CHINA YUCHAI INTL 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: 64,249 shares; 2025Q3: 67,602 shares; 2025Q4: 66,430 shares; 2026Q1: 71,847 shares 71,847 $2.77M 0.09% +5,417 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88,894 shares; 2025Q4: 91,284 shares; 2026Q1: 104,939 shares 104,939 $2.77M 0.09% +13,655 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,389 shares; 2025Q1: 85,267 shares; 2025Q2: 107,398 shares; 2025Q3: 123,552 shares; 2025Q4: 129,201 shares; 2026Q1: 186,333 shares 186,333 $2.76M 0.09% +57,132 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,742 shares; 2026Q1: 60,629 shares 60,629 $2.75M 0.09% +5,887 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: 12,927 shares; 2024Q4: 13,228 shares; 2025Q1: 12,696 shares; 2025Q2: 12,923 shares; 2025Q3: 13,497 shares; 2025Q4: 11,945 shares; 2026Q1: 11,554 shares 11,554 $2.73M 0.09% -391 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,661 shares; 2024Q4: 4,786 shares; 2025Q1: 5,495 shares; 2025Q2: 6,538 shares; 2025Q3: 5,705 shares; 2025Q4: 5,567 shares; 2026Q1: 24,740 shares 24,740 $2.72M 0.09% +19,173 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,126 shares 10,126 $2.69M 0.09% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,683 shares 12,683 $2.69M 0.09% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,423 shares; 2024Q4: 11,123 shares; 2025Q1: 11,204 shares; 2025Q2: 13,224 shares; 2025Q3: 12,692 shares; 2025Q4: 37,068 shares; 2026Q1: 43,187 shares 43,187 $2.67M 0.09% +6,119 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA 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: 35,663 shares; 2025Q4: 36,611 shares; 2026Q1: 39,909 shares 39,909 $2.62M 0.09% +3,298 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,607 shares; 2024Q4: 16,210 shares; 2025Q1: 22,114 shares; 2025Q2: 30,709 shares; 2025Q3: 35,275 shares; 2025Q4: 40,946 shares; 2026Q1: 46,941 shares 46,941 $2.59M 0.09% +5,995 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: 30,589 shares; 2024Q4: 30,129 shares; 2025Q1: 21,043 shares; 2025Q2: 19,517 shares; 2025Q3: 21,514 shares; 2025Q4: 28,401 shares; 2026Q1: 26,518 shares 26,518 $2.56M 0.09% -1,883 Timeline ACT ENACT HLDGS INC More: the full row for ENACT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,447 shares; 2024Q4: 24,699 shares; 2025Q1: 32,414 shares; 2025Q2: 40,672 shares; 2025Q3: 46,321 shares; 2025Q4: 49,544 shares; 2026Q1: 61,718 shares 61,718 $2.52M 0.09% +12,174 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: 4,645 shares; 2024Q4: 4,768 shares; 2025Q1: 4,850 shares; 2025Q2: 17,277 shares; 2025Q3: 18,385 shares; 2025Q4: 19,136 shares; 2026Q1: 30,048 shares 30,048 $2.52M 0.09% +10,912 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,904 shares; 2024Q4: 22,239 shares; 2025Q1: 20,393 shares; 2025Q2: 20,290 shares; 2025Q3: 19,602 shares; 2025Q4: 14,975 shares; 2026Q1: 14,500 shares 14,500 $2.5M 0.09% -475 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: 22,222 shares; 2024Q4: 27,201 shares; 2025Q1: 36,281 shares; 2025Q2: 42,211 shares; 2025Q3: 47,157 shares; 2025Q4: 48,035 shares; 2026Q1: 58,322 shares 58,322 $2.5M 0.09% +10,287 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to 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: 43,966 shares 43,966 $2.5M 0.09% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 874 shares; 2025Q1: 1,147 shares; 2025Q2: 1,218 shares; 2025Q3: 8,126 shares; 2025Q4: 8,276 shares; 2026Q1: 8,436 shares 8,436 $2.49M 0.09% +160 Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,272 shares; 2024Q4: 105,699 shares; 2025Q1: 150,203 shares; 2025Q2: 200,119 shares; 2025Q3: 240,840 shares; 2025Q4: 500,070 shares; 2026Q1: 614,566 shares 614,566 $2.49M 0.09% +114,496 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: 4,234 shares; 2024Q4: 4,828 shares; 2025Q1: 6,658 shares; 2025Q2: 7,219 shares; 2025Q3: 7,332 shares; 2025Q4: 8,693 shares; 2026Q1: 8,769 shares 8,769 $2.49M 0.09% +76 Timeline APEI AMERICAN PUB ED INC More: the full row for AMERICAN PUB ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,729 shares 43,729 $2.49M 0.09% new 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: 47,742 shares; 2024Q4: 30,959 shares; 2025Q1: 32,184 shares; 2025Q2: 26,340 shares; 2025Q3: 31,762 shares; 2025Q4: 36,039 shares; 2026Q1: 88,100 shares 88,100 $2.47M 0.08% +52,061 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: 7,004 shares; 2024Q4: 6,929 shares; 2025Q1: 6,943 shares; 2025Q2: 7,400 shares; 2025Q3: 6,429 shares; 2025Q4: 6,635 shares; 2026Q1: 6,756 shares 6,756 $2.42M 0.08% +121 Timeline MYRG MYR GROUP INC More: the full row for MYR 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: 7,239 shares; 2025Q4: 7,436 shares; 2026Q1: 8,510 shares 8,510 $2.4M 0.08% +1,074 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES 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: 179,574 shares; 2025Q3: 381,747 shares; 2025Q4: 408,918 shares; 2026Q1: 62,137 shares 62,137 $2.36M 0.08% -346,781 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: 5,335 shares; 2024Q4: 6,198 shares; 2025Q1: 22,974 shares; 2025Q2: 21,347 shares; 2025Q3: 6,561 shares; 2025Q4: 6,669 shares; 2026Q1: 6,659 shares 6,659 $2.34M 0.08% -10 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: 17,135 shares; 2024Q4: 21,245 shares; 2025Q1: 32,998 shares; 2025Q2: 30,580 shares; 2025Q3: 32,313 shares; 2025Q4: 27,557 shares; 2026Q1: 24,944 shares 24,944 $2.32M 0.08% -2,613 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION 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: 126,673 shares 126,673 $2.3M 0.08% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,191 shares; 2024Q4: 87,929 shares; 2025Q1: 118,063 shares; 2025Q2: 155,811 shares; 2025Q3: 177,032 shares; 2025Q4: 208,699 shares; 2026Q1: 263,033 shares 263,033 $2.3M 0.08% +54,334 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,674 shares; 2024Q4: 8,815 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,502 shares; 2025Q4: 21,593 shares; 2026Q1: 30,064 shares 30,064 $2.27M 0.08% +8,471 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST 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: 105,843 shares; 2025Q4: 114,632 shares; 2026Q1: 118,133 shares 118,133 $2.26M 0.08% +3,501 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: 44,733 shares; 2024Q4: 49,000 shares; 2025Q1: 58,203 shares; 2025Q2: 49,612 shares; 2025Q3: 48,020 shares; 2025Q4: 49,076 shares; 2026Q1: 49,199 shares 49,199 $2.26M 0.08% +123 Timeline SPYG 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: 9,202 shares; 2024Q4: 9,533 shares; 2025Q1: 29,162 shares; 2025Q2: 29,000 shares; 2025Q3: 25,439 shares; 2025Q4: 24,711 shares; 2026Q1: 22,944 shares 22,944 $2.25M 0.08% -1,767 Timeline EMBC EMBECTA CORP More: the full row for EMBECTA 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: 119,969 shares; 2025Q3: 132,209 shares; 2025Q4: 140,363 shares; 2026Q1: 252,524 shares 252,524 $2.23M 0.08% +112,161 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,818 shares; 2025Q4: 49,107 shares; 2026Q1: 61,690 shares 61,690 $2.22M 0.08% +12,583 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,221 shares; 2025Q2: 68,290 shares; 2025Q3: 73,686 shares; 2025Q4: 75,317 shares; 2026Q1: 81,014 shares 81,014 $2.21M 0.08% +5,697 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,908 shares; 2024Q4: 25,026 shares; 2025Q1: 32,552 shares; 2025Q2: 40,066 shares; 2025Q3: 45,290 shares; 2025Q4: 47,658 shares; 2026Q1: 58,501 shares 58,501 $2.19M 0.08% +10,843 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,680 shares; 2024Q4: 19,968 shares; 2025Q1: 20,404 shares; 2025Q2: 37,479 shares; 2025Q3: 41,218 shares; 2025Q4: 37,370 shares; 2026Q1: 33,734 shares 33,734 $2.19M 0.08% -3,636 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: 4,366 shares; 2024Q4: 4,376 shares; 2025Q1: 4,043 shares; 2025Q2: 4,472 shares; 2025Q3: 5,189 shares; 2025Q4: 5,140 shares; 2026Q1: 4,717 shares 4,717 $2.17M 0.07% -423 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: 16,701 shares; 2024Q4: 19,407 shares; 2025Q1: 37,024 shares; 2025Q2: 41,728 shares; 2025Q3: 28,664 shares; 2025Q4: 27,405 shares; 2026Q1: 28,537 shares 28,537 $2.17M 0.07% +1,132 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,021 shares; 2024Q4: 13,853 shares; 2025Q1: 18,313 shares; 2025Q2: 22,670 shares; 2025Q3: 33,312 shares; 2025Q4: 31,612 shares; 2026Q1: 36,857 shares 36,857 $2.15M 0.07% +5,245 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,263 shares; 2024Q4: 38,315 shares; 2025Q1: 24,633 shares; 2025Q2: 23,521 shares; 2025Q3: 23,162 shares; 2025Q4: 21,790 shares; 2026Q1: 20,829 shares 20,829 $2.12M 0.07% -961 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: 46,295 shares; 2024Q4: 48,012 shares; 2025Q1: 44,681 shares; 2025Q2: 5,346 shares; 2025Q3: 4,862 shares; 2025Q4: 5,121 shares; 2026Q1: 6,271 shares 6,271 $2.12M 0.07% +1,150 Timeline MEOH METHANEX CORP More: the full row for METHANEX 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: 25,320 shares; 2025Q3: 28,453 shares; 2025Q4: 29,935 shares; 2026Q1: 35,582 shares 35,582 $2.12M 0.07% +5,647 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: 15,041 shares; 2024Q4: 13,916 shares; 2025Q1: 15,524 shares; 2025Q2: 14,150 shares; 2025Q3: 8,958 shares; 2025Q4: 13,388 shares; 2026Q1: 13,615 shares 13,615 $2.11M 0.07% +227 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,067 shares; 2025Q2: 10,952 shares; 2025Q3: 9,265 shares; 2025Q4: not reported; 2026Q1: 84,178 shares 84,178 $2.1M 0.07% 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: 13,772 shares; 2024Q4: 15,708 shares; 2025Q1: 12,342 shares; 2025Q2: 12,405 shares; 2025Q3: 10,630 shares; 2025Q4: 9,754 shares; 2026Q1: 11,173 shares 11,173 $2.09M 0.07% +1,419 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,211 shares; 2025Q2: 31,894 shares; 2025Q3: 33,956 shares; 2025Q4: 34,549 shares; 2026Q1: 31,981 shares 31,981 $2.08M 0.07% -2,568 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: 19,606 shares; 2024Q4: 29,957 shares; 2025Q1: 37,268 shares; 2025Q2: 30,137 shares; 2025Q3: 28,571 shares; 2025Q4: 28,254 shares; 2026Q1: 30,630 shares 30,630 $2.07M 0.07% +2,376 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC 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: not reported; 2026Q1: 23,967 shares 23,967 $2.06M 0.07% new 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: 28,236 shares; 2024Q4: 35,304 shares; 2025Q1: 45,398 shares; 2025Q2: 55,621 shares; 2025Q3: 63,329 shares; 2025Q4: 66,636 shares; 2026Q1: 78,421 shares 78,421 $2.06M 0.07% +11,785 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: 2,672 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,859 shares; 2025Q4: not reported; 2026Q1: 31,034 shares 31,034 $2.05M 0.07% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,565 shares; 2024Q4: 7,816 shares; 2025Q1: 9,310 shares; 2025Q2: 8,869 shares; 2025Q3: 8,577 shares; 2025Q4: 8,419 shares; 2026Q1: 8,381 shares 8,381 $2.03M 0.07% -38 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108,134 shares 108,134 $2.01M 0.07% new Timeline PENG PENGUIN SOLUTIONS INC More: the full row for PENGUIN 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: 86,703 shares; 2025Q4: 88,297 shares; 2026Q1: 114,097 shares 114,097 $2.01M 0.07% +25,800 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,511 shares; 2024Q4: 8,116 shares; 2025Q1: 10,512 shares; 2025Q2: 12,976 shares; 2025Q3: 14,471 shares; 2025Q4: 15,055 shares; 2026Q1: 17,635 shares 17,635 $2M 0.07% +2,580 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: 10,197 shares; 2024Q4: 10,467 shares; 2025Q1: 10,136 shares; 2025Q2: 8,787 shares; 2025Q3: 10,435 shares; 2025Q4: 8,531 shares; 2026Q1: 7,695 shares 7,695 $2M 0.07% -836 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,431 shares; 2025Q4: 7,244 shares; 2026Q1: 7,088 shares 7,088 $1.99M 0.07% -156 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,648 shares; 2024Q4: 4,119 shares; 2025Q1: 4,200 shares; 2025Q2: 4,528 shares; 2025Q3: 5,026 shares; 2025Q4: 5,085 shares; 2026Q1: 4,387 shares 4,387 $1.92M 0.07% -698 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: 9,166 shares; 2025Q1: 12,307 shares; 2025Q2: 26,173 shares; 2025Q3: 28,858 shares; 2025Q4: 21,325 shares; 2026Q1: 25,355 shares 25,355 $1.9M 0.07% +4,030 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: 3,492 shares; 2024Q4: 3,605 shares; 2025Q1: 3,373 shares; 2025Q2: 3,203 shares; 2025Q3: 4,516 shares; 2025Q4: 20,580 shares; 2026Q1: 17,951 shares 17,951 $1.88M 0.06% -2,629 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: 6,691 shares; 2024Q4: 7,719 shares; 2025Q1: 9,798 shares; 2025Q2: 14,132 shares; 2025Q3: 15,884 shares; 2025Q4: 16,762 shares; 2026Q1: 19,974 shares 19,974 $1.88M 0.06% +3,212 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,032 shares; 2026Q1: 52,989 shares 52,989 $1.87M 0.06% +18,957 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: 14,671 shares; 2024Q4: 70,459 shares; 2025Q1: 64,451 shares; 2025Q2: 59,963 shares; 2025Q3: 44,939 shares; 2025Q4: 42,735 shares; 2026Q1: 40,286 shares 40,286 $1.82M 0.06% -2,449 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,106 shares; 2025Q2: 16,588 shares; 2025Q3: 16,901 shares; 2025Q4: 17,350 shares; 2026Q1: 21,415 shares 21,415 $1.82M 0.06% +4,065 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: not reported; 2024Q4: 31,644 shares; 2025Q1: 72,631 shares; 2025Q2: 4,028 shares; 2025Q3: 33,200 shares; 2025Q4: 76,993 shares; 2026Q1: 49,505 shares 49,505 $1.82M 0.06% -27,488 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT 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: 33,388 shares 33,388 $1.82M 0.06% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 21,565 shares 21,565 $1.8M 0.06% new Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,637 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135,236 shares; 2025Q3: 147,654 shares; 2025Q4: 156,440 shares; 2026Q1: 75,400 shares 75,400 $1.8M 0.06% -81,040 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: 20,740 shares; 2024Q4: 21,120 shares; 2025Q1: 21,458 shares; 2025Q2: 21,817 shares; 2025Q3: 22,193 shares; 2025Q4: 33,775 shares; 2026Q1: 31,376 shares 31,376 $1.79M 0.06% -2,399 Timeline HCSG HEALTHCARE SVCS GROUP INC More: the full row for HEALTHCARE SVCS 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: 81,956 shares; 2025Q4: 84,353 shares; 2026Q1: 95,846 shares 95,846 $1.78M 0.06% +11,493 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: 43,753 shares; 2024Q4: 42,257 shares; 2025Q1: 32,390 shares; 2025Q2: 31,891 shares; 2025Q3: 29,867 shares; 2025Q4: 26,434 shares; 2026Q1: 24,781 shares 24,781 $1.77M 0.06% -1,653 Timeline PLTK PLAYTIKA HLDG CORP More: the full row for PLAYTIKA 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: 441,127 shares; 2025Q4: 524,497 shares; 2026Q1: 634,923 shares 634,923 $1.77M 0.06% +110,426 Timeline BBP ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,289 shares; 2024Q4: 25,457 shares; 2025Q1: 24,801 shares; 2025Q2: 23,005 shares; 2025Q3: 23,746 shares; 2025Q4: 23,671 shares; 2026Q1: 21,193 shares 21,193 $1.76M 0.06% -2,478 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,118 shares; 2024Q4: 17,926 shares; 2025Q1: 21,008 shares; 2025Q2: 20,665 shares; 2025Q3: 19,431 shares; 2025Q4: 16,956 shares; 2026Q1: 19,704 shares 19,704 $1.75M 0.06% +2,748 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,864 shares; 2025Q4: 17,967 shares; 2026Q1: 21,997 shares 21,997 $1.74M 0.06% +4,030 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,722 shares; 2026Q1: 66,489 shares 66,489 $1.74M 0.06% +11,767 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS 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: 167,118 shares; 2026Q1: 209,604 shares 209,604 $1.71M 0.06% +42,486 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: 15,461 shares; 2024Q4: 18,956 shares; 2025Q1: 25,285 shares; 2025Q2: 13,883 shares; 2025Q3: 15,580 shares; 2025Q4: 18,551 shares; 2026Q1: 23,281 shares 23,281 $1.7M 0.06% +4,730 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,330 shares; 2024Q4: 12,109 shares; 2025Q1: 12,994 shares; 2025Q2: 13,084 shares; 2025Q3: 14,404 shares; 2025Q4: 14,992 shares; 2026Q1: 15,380 shares 15,380 $1.7M 0.06% +388 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,527 shares; 2026Q1: 127,555 shares 127,555 $1.7M 0.06% +27,028 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,952 shares; 2024Q4: 15,962 shares; 2025Q1: 20,644 shares; 2025Q2: 20,539 shares; 2025Q3: 19,710 shares; 2025Q4: 18,545 shares; 2026Q1: 18,414 shares 18,414 $1.7M 0.06% -131 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: 1,624 shares; 2024Q4: 1,509 shares; 2025Q1: 2,786 shares; 2025Q2: 2,820 shares; 2025Q3: 2,857 shares; 2025Q4: 2,795 shares; 2026Q1: 3,421 shares 3,421 $1.7M 0.06% +626 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,828 shares; 2024Q4: 35,024 shares; 2025Q1: 29,858 shares; 2025Q2: 29,858 shares; 2025Q3: 29,858 shares; 2025Q4: 29,858 shares; 2026Q1: 29,858 shares 29,858 $1.69M 0.06% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,993 shares; 2025Q2: 15,748 shares; 2025Q3: 16,030 shares; 2025Q4: 13,266 shares; 2026Q1: 17,322 shares 17,322 $1.66M 0.06% +4,056 Timeline CORZW CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,933 shares; 2024Q4: 189,933 shares; 2025Q1: 189,933 shares; 2025Q2: 189,933 shares; 2025Q3: 189,933 shares; 2025Q4: 189,933 shares; 2026Q1: 189,933 shares 189,933 $1.66M 0.06% 0 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: 8,024 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,766 shares; 2026Q1: 22,768 shares 22,768 $1.66M 0.06% +2,002 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: 5,393 shares; 2024Q4: 5,381 shares; 2025Q1: 5,590 shares; 2025Q2: 97,749 shares; 2025Q3: 115,900 shares; 2025Q4: 121,804 shares; 2026Q1: 17,832 shares 17,832 $1.65M 0.06% -103,972 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: 2,454 shares; 2024Q4: 2,430 shares; 2025Q1: 2,250 shares; 2025Q2: 3,935 shares; 2025Q3: 3,787 shares; 2025Q4: 3,896 shares; 2026Q1: 3,852 shares 3,852 $1.64M 0.06% -44 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,184 shares; 2024Q4: 96,040 shares; 2025Q1: 99,615 shares; 2025Q2: 8,847 shares; 2025Q3: 7,966 shares; 2025Q4: 12,027 shares; 2026Q1: 21,254 shares 21,254 $1.64M 0.06% +9,227 Timeline DJCO DAILY JOURNAL CORP More: the full row for DAILY JOURNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,396 shares 3,396 $1.64M 0.06% new Timeline NGVT INGEVITY CORP More: the full row for INGEVITY 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: 22,051 shares; 2026Q1: 22,895 shares 22,895 $1.63M 0.06% +844 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP 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: 35,401 shares; 2025Q3: 39,265 shares; 2025Q4: 40,528 shares; 2026Q1: 60,288 shares 60,288 $1.6M 0.05% +19,760 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: 17,595 shares; 2024Q4: 24,200 shares; 2025Q1: 41,136 shares; 2025Q2: 44,038 shares; 2025Q3: 33,378 shares; 2025Q4: 42,122 shares; 2026Q1: 9,670 shares 9,670 $1.6M 0.05% -32,452 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,506 shares 20,506 $1.6M 0.05% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 2,437 shares; 2025Q1: 1,780 shares; 2025Q2: 2,395 shares; 2025Q3: 4,150 shares; 2025Q4: 4,109 shares; 2026Q1: 4,052 shares 4,052 $1.58M 0.05% -57 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: 4,970 shares; 2024Q4: 7,929 shares; 2025Q1: 15,378 shares; 2025Q2: 15,945 shares; 2025Q3: 15,442 shares; 2025Q4: 17,788 shares; 2026Q1: 17,638 shares 17,638 $1.58M 0.05% -150 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,564 shares; 2024Q4: 12,708 shares; 2025Q1: 14,990 shares; 2025Q2: 18,837 shares; 2025Q3: 58,864 shares; 2025Q4: 30,917 shares; 2026Q1: 31,971 shares 31,971 $1.57M 0.05% +1,054 Timeline DRH DIAMONDROCK HOSPITALITY CO More: the full row for DIAMONDROCK HOSPITALITY 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: 154,680 shares; 2025Q3: 169,502 shares; 2025Q4: 141,526 shares; 2026Q1: 166,898 shares 166,898 $1.56M 0.05% +25,372 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: 2,069 shares; 2024Q4: 6,851 shares; 2025Q1: 12,032 shares; 2025Q2: 11,498 shares; 2025Q3: 10,839 shares; 2025Q4: 10,849 shares; 2026Q1: 10,658 shares 10,658 $1.56M 0.05% -191 Timeline GROW U S GLOBAL INVS INC More: the full row for U S GLOBAL 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: 150,000 shares; 2025Q3: 253,214 shares; 2025Q4: 421,390 shares; 2026Q1: 629,494 shares 629,494 $1.56M 0.05% +208,104 Timeline CRCT CRICUT INC More: the full row for CRICUT 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: 329,200 shares; 2025Q3: 362,231 shares; 2025Q4: 377,095 shares; 2026Q1: 416,028 shares 416,028 $1.56M 0.05% +38,933 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: 9,293 shares; 2024Q4: 9,719 shares; 2025Q1: 10,367 shares; 2025Q2: 11,832 shares; 2025Q3: 12,701 shares; 2025Q4: 12,488 shares; 2026Q1: 12,259 shares 12,259 $1.55M 0.05% -229 Timeline TBPH THERAVANCE BIOPHARMA INC More: the full row for THERAVANCE BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,902 shares 94,902 $1.54M 0.05% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,547 shares; 2025Q1: 17,985 shares; 2025Q2: 18,731 shares; 2025Q3: 18,637 shares; 2025Q4: 19,656 shares; 2026Q1: 22,058 shares 22,058 $1.54M 0.05% +2,402 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: 2,446 shares; 2024Q4: 2,164 shares; 2025Q1: 3,170 shares; 2025Q2: 3,972 shares; 2025Q3: 5,363 shares; 2025Q4: 4,884 shares; 2026Q1: 4,524 shares 4,524 $1.53M 0.05% -360 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: 3,723 shares; 2024Q4: 3,854 shares; 2025Q1: 3,499 shares; 2025Q2: 3,690 shares; 2025Q3: 4,758 shares; 2025Q4: 4,901 shares; 2026Q1: 4,641 shares 4,641 $1.52M 0.05% -260 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: 1,968 shares; 2024Q4: 6,714 shares; 2025Q1: 10,995 shares; 2025Q2: 9,544 shares; 2025Q3: 9,622 shares; 2025Q4: 9,812 shares; 2026Q1: 9,477 shares 9,477 $1.52M 0.05% -335 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: 7,434 shares; 2024Q4: 6,699 shares; 2025Q1: 7,577 shares; 2025Q2: 7,165 shares; 2025Q3: 6,451 shares; 2025Q4: 6,290 shares; 2026Q1: 6,703 shares 6,703 $1.52M 0.05% +413 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: 4,225 shares; 2024Q4: 4,098 shares; 2025Q1: 4,154 shares; 2025Q2: 4,931 shares; 2025Q3: 5,222 shares; 2025Q4: 5,386 shares; 2026Q1: 4,995 shares 4,995 $1.51M 0.05% -391 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,961 shares; 2025Q1: 27,434 shares; 2025Q2: 56,605 shares; 2025Q3: 92,070 shares; 2025Q4: 94,541 shares; 2026Q1: 110,051 shares 110,051 $1.51M 0.05% +15,510 Timeline SXC SUNCOKE ENERGY INC More: the full row for SUNCOKE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,302 shares; 2024Q4: 69,326 shares; 2025Q1: 168,288 shares; 2025Q2: 227,314 shares; 2025Q3: 160,713 shares; 2025Q4: 188,696 shares; 2026Q1: 230,870 shares 230,870 $1.5M 0.05% +42,174 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,329 shares; 2025Q2: 25,863 shares; 2025Q3: 25,110 shares; 2025Q4: 25,008 shares; 2026Q1: 26,549 shares 26,549 $1.5M 0.05% +1,541 Timeline ADEA ADEIA INC More: the full row for ADEIA 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: 61,367 shares 61,367 $1.47M 0.05% new Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,668 shares; 2024Q4: 6,509 shares; 2025Q1: 7,979 shares; 2025Q2: 9,968 shares; 2025Q3: 11,231 shares; 2025Q4: 13,437 shares; 2026Q1: 16,045 shares 16,045 $1.45M 0.05% +2,608 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA 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: 83,126 shares; 2026Q1: 97,592 shares 97,592 $1.45M 0.05% +14,466 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS 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: 31,520 shares 31,520 $1.42M 0.05% new 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: 2,453 shares; 2024Q4: 2,305 shares; 2025Q1: 2,289 shares; 2025Q2: 2,374 shares; 2025Q3: 2,401 shares; 2025Q4: 14,284 shares; 2026Q1: 4,135 shares 4,135 $1.42M 0.05% -10,149 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: 6,711 shares; 2025Q1: 17,435 shares; 2025Q2: 17,867 shares; 2025Q3: 18,022 shares; 2025Q4: 33,646 shares; 2026Q1: 30,877 shares 30,877 $1.42M 0.05% -2,769 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,560 shares; 2024Q4: 9,082 shares; 2025Q1: 10,717 shares; 2025Q2: 12,677 shares; 2025Q3: 14,251 shares; 2025Q4: 16,877 shares; 2026Q1: 20,397 shares 20,397 $1.42M 0.05% +3,520 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 19,723 shares; 2025Q1: 37,031 shares; 2025Q2: 36,133 shares; 2025Q3: 35,031 shares; 2025Q4: 33,217 shares; 2026Q1: 28,495 shares 28,495 $1.41M 0.05% -4,722 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 4,560 shares; 2025Q1: 4,593 shares; 2025Q2: 4,991 shares; 2025Q3: 4,593 shares; 2025Q4: 4,644 shares; 2026Q1: 4,644 shares 4,644 $1.39M 0.05% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 6,037 shares; 2026Q1: 27,615 shares 27,615 $1.38M 0.05% +21,578 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: 9,058 shares; 2024Q4: 9,060 shares; 2025Q1: 9,127 shares; 2025Q2: 8,122 shares; 2025Q3: 6,587 shares; 2025Q4: 5,689 shares; 2026Q1: 3,510 shares 3,510 $1.38M 0.05% -2,179 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,829 shares; 2024Q4: 11,898 shares; 2025Q1: 16,227 shares; 2025Q2: 19,325 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,983 shares 12,983 $1.37M 0.05% new Timeline RMR RMR GROUP INC More: the full row for RMR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,461 shares; 2024Q4: 48,029 shares; 2025Q1: 68,535 shares; 2025Q2: 53,055 shares; 2025Q3: 60,857 shares; 2025Q4: 71,296 shares; 2026Q1: 88,516 shares 88,516 $1.37M 0.05% +17,220 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: 3,351 shares; 2024Q4: 4,741 shares; 2025Q1: 6,587 shares; 2025Q2: 6,507 shares; 2025Q3: 6,464 shares; 2025Q4: 12,568 shares; 2026Q1: 12,561 shares 12,561 $1.37M 0.05% -7 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: 3,516 shares; 2024Q4: 3,774 shares; 2025Q1: 4,500 shares; 2025Q2: 5,545 shares; 2025Q3: 6,021 shares; 2025Q4: 7,370 shares; 2026Q1: 8,560 shares 8,560 $1.37M 0.05% +1,190 Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS 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: 26,642 shares; 2026Q1: 48,354 shares 48,354 $1.35M 0.05% +21,712 Timeline PPL PPL CORP More: the full row for PPL 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: 24,783 shares; 2025Q4: 29,129 shares; 2026Q1: 35,285 shares 35,285 $1.35M 0.05% +6,156 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,701 shares; 2026Q1: 47,933 shares 47,933 $1.34M 0.05% -1,768 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: 4,898 shares; 2024Q4: 5,244 shares; 2025Q1: 5,621 shares; 2025Q2: 6,867 shares; 2025Q3: 6,993 shares; 2025Q4: 8,104 shares; 2026Q1: 8,109 shares 8,109 $1.33M 0.05% +5 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: 13,893 shares; 2024Q4: 15,465 shares; 2025Q1: 9,961 shares; 2025Q2: 9,966 shares; 2025Q3: 9,753 shares; 2025Q4: 8,540 shares; 2026Q1: 7,820 shares 7,820 $1.32M 0.05% -720 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: 14,396 shares; 2024Q4: 18,279 shares; 2025Q1: 23,554 shares; 2025Q2: 29,219 shares; 2025Q3: 38,733 shares; 2025Q4: 40,117 shares; 2026Q1: 46,601 shares 46,601 $1.31M 0.04% +6,484 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: not reported; 2025Q4: not reported; 2026Q1: 4,712 shares 4,712 $1.3M 0.04% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,430 shares; 2025Q3: 1,615 shares; 2025Q4: 1,799 shares; 2026Q1: 1,671 shares 1,671 $1.29M 0.04% -128 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,231 shares; 2024Q4: 7,600 shares; 2025Q1: 8,086 shares; 2025Q2: 8,086 shares; 2025Q3: 11,891 shares; 2025Q4: 13,869 shares; 2026Q1: 14,970 shares 14,970 $1.27M 0.04% +1,101 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: 2,895 shares; 2024Q4: 575 shares; 2025Q1: 677 shares; 2025Q2: 767 shares; 2025Q3: 777 shares; 2025Q4: 834 shares; 2026Q1: 856 shares 856 $1.26M 0.04% +22 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,292 shares; 2025Q1: 48,969 shares; 2025Q2: 55,843 shares; 2025Q3: 58,772 shares; 2025Q4: 12,183 shares; 2026Q1: 9,998 shares 9,998 $1.26M 0.04% -2,185 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,648 shares; 2024Q4: 44,176 shares; 2025Q1: 40,757 shares; 2025Q2: 36,246 shares; 2025Q3: 36,308 shares; 2025Q4: 43,666 shares; 2026Q1: 40,900 shares 40,900 $1.25M 0.04% -2,766 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: 3,197 shares; 2024Q4: 4,441 shares; 2025Q1: 4,538 shares; 2025Q2: 4,309 shares; 2025Q3: 4,124 shares; 2025Q4: 4,244 shares; 2026Q1: 3,921 shares 3,921 $1.25M 0.04% -323 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 217,325 shares; 2025Q4: 259,274 shares; 2026Q1: 315,629 shares 315,629 $1.24M 0.04% +56,355 Timeline AMLP ALPS ETF TR More: the full row for ALPS 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: 18,894 shares; 2025Q3: 19,218 shares; 2025Q4: 19,438 shares; 2026Q1: 23,454 shares 23,454 $1.23M 0.04% +4,016 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,328 shares; 2024Q4: 5,680 shares; 2025Q1: 7,165 shares; 2025Q2: 6,910 shares; 2025Q3: 6,905 shares; 2025Q4: 6,955 shares; 2026Q1: 6,795 shares 6,795 $1.23M 0.04% -160 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,208 shares; 2025Q3: 17,496 shares; 2025Q4: 19,475 shares; 2026Q1: 48,056 shares 48,056 $1.23M 0.04% +28,581 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: 28,964 shares; 2024Q4: 26,859 shares; 2025Q1: 27,748 shares; 2025Q2: 30,005 shares; 2025Q3: 27,554 shares; 2025Q4: 30,496 shares; 2026Q1: 32,552 shares 32,552 $1.23M 0.04% +2,056 Timeline PAGS PAGSEGURO DIGITAL LTD More: the full row for PAGSEGURO DIGITAL 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: 121,032 shares 121,032 $1.21M 0.04% new 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: 32,640 shares; 2024Q4: 31,717 shares; 2025Q1: 35,967 shares; 2025Q2: 42,417 shares; 2025Q3: 40,456 shares; 2025Q4: 41,418 shares; 2026Q1: 41,661 shares 41,661 $1.21M 0.04% +243 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: 10,275 shares; 2024Q4: 10,162 shares; 2025Q1: 8,518 shares; 2025Q2: 6,726 shares; 2025Q3: 4,951 shares; 2025Q4: 4,058 shares; 2026Q1: 4,389 shares 4,389 $1.19M 0.04% +331 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: 9,159 shares; 2024Q4: 9,970 shares; 2025Q1: 12,322 shares; 2025Q2: 16,739 shares; 2025Q3: 14,902 shares; 2025Q4: 13,302 shares; 2026Q1: 11,549 shares 11,549 $1.19M 0.04% -1,753 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: 4,908 shares; 2024Q4: 5,033 shares; 2025Q1: 5,131 shares; 2025Q2: 5,097 shares; 2025Q3: 5,067 shares; 2025Q4: 4,537 shares; 2026Q1: 3,698 shares 3,698 $1.19M 0.04% -839 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: 4,253 shares; 2024Q4: 4,328 shares; 2025Q1: 8,643 shares; 2025Q2: 8,786 shares; 2025Q3: 8,786 shares; 2025Q4: 8,786 shares; 2026Q1: 9,746 shares 9,746 $1.18M 0.04% +960 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,477 shares; 2024Q4: 4,501 shares; 2025Q1: 4,533 shares; 2025Q2: 4,668 shares; 2025Q3: 4,752 shares; 2025Q4: 4,639 shares; 2026Q1: 4,215 shares 4,215 $1.17M 0.04% -424 Timeline NPB NORTHPOINTE BANCSHARES INC. More: the full row for NORTHPOINTE BANCSHARES 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: 67,589 shares 67,589 $1.17M 0.04% new 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: 4,492 shares; 2024Q4: 4,552 shares; 2025Q1: 5,153 shares; 2025Q2: 5,153 shares; 2025Q3: 5,003 shares; 2025Q4: 4,928 shares; 2026Q1: 5,123 shares 5,123 $1.15M 0.04% +195 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,990 shares; 2024Q4: 13,682 shares; 2025Q1: 15,298 shares; 2025Q2: 15,934 shares; 2025Q3: 15,060 shares; 2025Q4: 15,362 shares; 2026Q1: 14,491 shares 14,491 $1.14M 0.04% -871 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,945 shares; 2025Q3: 76,449 shares; 2025Q4: 79,502 shares; 2026Q1: 97,061 shares 97,061 $1.12M 0.04% +17,559 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: 8,472 shares; 2024Q4: 17,647 shares; 2025Q1: 20,344 shares; 2025Q2: 21,879 shares; 2025Q3: 25,253 shares; 2025Q4: 8,658 shares; 2026Q1: 7,429 shares 7,429 $1.07M 0.04% -1,229 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME 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: 13,475 shares; 2026Q1: 16,547 shares 16,547 $1.07M 0.04% +3,072 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: 7,347 shares; 2024Q4: 12,182 shares; 2025Q1: 9,105 shares; 2025Q2: 13,295 shares; 2025Q3: 9,175 shares; 2025Q4: 9,175 shares; 2026Q1: 10,940 shares 10,940 $1.06M 0.04% +1,765 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,349 shares; 2024Q4: 5,431 shares; 2025Q1: 5,624 shares; 2025Q2: 6,228 shares; 2025Q3: 5,954 shares; 2025Q4: 5,720 shares; 2026Q1: 6,588 shares 6,588 $1.04M 0.04% +868 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: 239 shares; 2024Q4: 751 shares; 2025Q1: 310 shares; 2025Q2: 256 shares; 2025Q3: 261 shares; 2025Q4: 252 shares; 2026Q1: 243 shares 243 $1.02M 0.04% -9 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,134 shares; 2024Q4: 4,282 shares; 2025Q1: 2,653 shares; 2025Q2: 3,626 shares; 2025Q3: 8,527 shares; 2025Q4: 8,047 shares; 2026Q1: 8,585 shares 8,585 $1.02M 0.03% +538 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: not reported; 2025Q1: 12,804 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,283 shares 16,283 $1.02M 0.03% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 3,239 shares; 2025Q1: 3,039 shares; 2025Q2: 4,114 shares; 2025Q3: 4,408 shares; 2025Q4: 4,435 shares; 2026Q1: 4,705 shares 4,705 $1.01M 0.03% +270 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,198 shares; 2024Q4: 20,700 shares; 2025Q1: 20,700 shares; 2025Q2: 20,700 shares; 2025Q3: 20,700 shares; 2025Q4: 13,000 shares; 2026Q1: 13,400 shares 13,400 $1.01M 0.03% +400 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,069 shares 12,069 $1.01M 0.03% new Timeline SND SMART SAND INC More: the full row for SMART SAND 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: 77,238 shares; 2026Q1: 193,010 shares 193,010 $988K 0.03% +115,772 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: 5,453 shares; 2024Q4: 10,843 shares; 2025Q1: 20,258 shares; 2025Q2: 133,222 shares; 2025Q3: 143,705 shares; 2025Q4: 17,058 shares; 2026Q1: 18,992 shares 18,992 $988K 0.03% +1,934 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: 3,094 shares; 2024Q4: 3,296 shares; 2025Q1: 3,521 shares; 2025Q2: 3,139 shares; 2025Q3: 3,402 shares; 2025Q4: 3,504 shares; 2026Q1: 3,530 shares 3,530 $971K 0.03% +26 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,492 shares; 2024Q4: 32,489 shares; 2025Q1: 33,460 shares; 2025Q2: 33,556 shares; 2025Q3: 33,546 shares; 2025Q4: 36,889 shares; 2026Q1: 38,794 shares 38,794 $960K 0.03% +1,905 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,159 shares; 2024Q4: not reported; 2025Q1: 17,506 shares; 2025Q2: 21,976 shares; 2025Q3: 24,533 shares; 2025Q4: 25,541 shares; 2026Q1: 29,569 shares 29,569 $959K 0.03% +4,028 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: not reported; 2025Q1: 772 shares; 2025Q2: 796 shares; 2025Q3: 799 shares; 2025Q4: 770 shares; 2026Q1: 994 shares 994 $956K 0.03% +224 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: 3,204 shares; 2024Q4: 3,498 shares; 2025Q1: 5,587 shares; 2025Q2: 7,122 shares; 2025Q3: 8,405 shares; 2025Q4: 6,213 shares; 2026Q1: 7,236 shares 7,236 $955K 0.03% +1,023 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: 13,840 shares; 2024Q4: 13,714 shares; 2025Q1: 14,479 shares; 2025Q2: 22,418 shares; 2025Q3: 22,043 shares; 2025Q4: 19,394 shares; 2026Q1: 20,034 shares 20,034 $930K 0.03% +640 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,639 shares; 2024Q4: 27,470 shares; 2025Q1: 27,866 shares; 2025Q2: 6,155 shares; 2025Q3: 22,645 shares; 2025Q4: 7,075 shares; 2026Q1: 6,380 shares 6,380 $927K 0.03% -695 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: 8,907 shares; 2024Q4: 2,407 shares; 2025Q1: 2,785 shares; 2025Q2: 3,305 shares; 2025Q3: 3,418 shares; 2025Q4: 3,475 shares; 2026Q1: 3,762 shares 3,762 $918K 0.03% +287 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,292 shares; 2024Q4: 11,120 shares; 2025Q1: 23,157 shares; 2025Q2: 26,101 shares; 2025Q3: 6,298 shares; 2025Q4: 6,456 shares; 2026Q1: 6,412 shares 6,412 $916K 0.03% -44 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: 41,558 shares; 2024Q4: 18,896 shares; 2025Q1: 18,620 shares; 2025Q2: 19,581 shares; 2025Q3: 93,732 shares; 2025Q4: 91,225 shares; 2026Q1: 18,115 shares 18,115 $909K 0.03% -73,110 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: 17,461 shares; 2024Q4: 14,313 shares; 2025Q1: 20,520 shares; 2025Q2: 15,973 shares; 2025Q3: 18,600 shares; 2025Q4: 18,893 shares; 2026Q1: 20,524 shares 20,524 $906K 0.03% +1,631 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,121 shares; 2024Q4: 30,232 shares; 2025Q1: 30,232 shares; 2025Q2: 30,439 shares; 2025Q3: 30,319 shares; 2025Q4: 30,700 shares; 2026Q1: 30,773 shares 30,773 $895K 0.03% +73 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,800 shares; 2025Q2: 8,524 shares; 2025Q3: 8,673 shares; 2025Q4: 7,030 shares; 2026Q1: 9,252 shares 9,252 $894K 0.03% +2,222 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,710 shares; 2024Q4: 6,510 shares; 2025Q1: 6,150 shares; 2025Q2: 6,227 shares; 2025Q3: 5,618 shares; 2025Q4: 6,136 shares; 2026Q1: 8,136 shares 8,136 $893K 0.03% +2,000 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: 1,891 shares; 2024Q4: 2,367 shares; 2025Q1: 2,362 shares; 2025Q2: 2,789 shares; 2025Q3: 2,803 shares; 2025Q4: 2,827 shares; 2026Q1: 3,058 shares 3,058 $892K 0.03% +231 Timeline SQQQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,500 shares; 2026Q1: 11,000 shares 11,000 $885K 0.03% +5,500 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,974 shares; 2024Q4: 2,974 shares; 2025Q1: 2,974 shares; 2025Q2: 7,279 shares; 2025Q3: 6,729 shares; 2025Q4: 6,739 shares; 2026Q1: 8,914 shares 8,914 $867K 0.03% +2,175 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: 2,756 shares; 2024Q4: 2,747 shares; 2025Q1: 2,792 shares; 2025Q2: 3,129 shares; 2025Q3: 2,949 shares; 2025Q4: 2,918 shares; 2026Q1: 4,097 shares 4,097 $853K 0.03% +1,179 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,887 shares 23,887 $847K 0.03% new 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: 8,619 shares; 2024Q4: 10,059 shares; 2025Q1: 6,237 shares; 2025Q2: 6,189 shares; 2025Q3: 7,088 shares; 2025Q4: 7,001 shares; 2026Q1: 7,451 shares 7,451 $843K 0.03% +450 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: 112,961 shares; 2024Q4: 111,235 shares; 2025Q1: 121,816 shares; 2025Q2: 130,831 shares; 2025Q3: 123,040 shares; 2025Q4: 112,269 shares; 2026Q1: 12,317 shares 12,317 $839K 0.03% -99,952 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: 23,349 shares; 2024Q4: 46,598 shares; 2025Q1: 56,686 shares; 2025Q2: 72,723 shares; 2025Q3: 85,608 shares; 2025Q4: 45,081 shares; 2026Q1: 43,300 shares 43,300 $836K 0.03% -1,781 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: 841 shares; 2024Q4: 921 shares; 2025Q1: 979 shares; 2025Q2: 900 shares; 2025Q3: 890 shares; 2025Q4: 1,061 shares; 2026Q1: 965 shares 965 $835K 0.03% -96 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,139 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,135 shares 34,135 $828K 0.03% new 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: 11,775 shares; 2024Q4: 14,684 shares; 2025Q1: 19,779 shares; 2025Q2: 5,399 shares; 2025Q3: 5,075 shares; 2025Q4: 5,086 shares; 2026Q1: 6,252 shares 6,252 $820K 0.03% +1,166 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: 4,546 shares; 2024Q4: 4,663 shares; 2025Q1: 5,691 shares; 2025Q2: 5,418 shares; 2025Q3: 5,157 shares; 2025Q4: 3,165 shares; 2026Q1: 3,540 shares 3,540 $813K 0.03% +375 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: 1,634 shares; 2024Q4: 1,998 shares; 2025Q1: 2,854 shares; 2025Q2: 2,854 shares; 2025Q3: 2,793 shares; 2025Q4: 2,604 shares; 2026Q1: 2,604 shares 2,604 $813K 0.03% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,246 shares; 2024Q4: 17,246 shares; 2025Q1: 6,220 shares; 2025Q2: 6,306 shares; 2025Q3: 8,106 shares; 2025Q4: 10,890 shares; 2026Q1: 9,022 shares 9,022 $795K 0.03% -1,868 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: 2,090 shares; 2024Q4: 2,386 shares; 2025Q1: 2,424 shares; 2025Q2: 2,806 shares; 2025Q3: 2,869 shares; 2025Q4: 2,999 shares; 2026Q1: 2,813 shares 2,813 $786K 0.03% -186 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,890 shares; 2025Q1: 5,702 shares; 2025Q2: 4,838 shares; 2025Q3: 4,538 shares; 2025Q4: 4,370 shares; 2026Q1: 4,626 shares 4,626 $781K 0.03% +256 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,685 shares; 2024Q4: 5,685 shares; 2025Q1: 3,675 shares; 2025Q2: 4,716 shares; 2025Q3: 8,825 shares; 2025Q4: 8,123 shares; 2026Q1: 7,779 shares 7,779 $771K 0.03% -344 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,189 shares; 2024Q4: 10,189 shares; 2025Q1: 14,903 shares; 2025Q2: 10,683 shares; 2025Q3: 11,912 shares; 2025Q4: 11,781 shares; 2026Q1: 10,826 shares 10,826 $770K 0.03% -955 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: 6,011 shares; 2025Q3: 6,348 shares; 2025Q4: 7,012 shares; 2026Q1: 7,074 shares 7,074 $766K 0.03% +62 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: 2,361 shares; 2024Q4: 2,378 shares; 2025Q1: 2,466 shares; 2025Q2: 2,951 shares; 2025Q3: 2,610 shares; 2025Q4: 2,279 shares; 2026Q1: 2,324 shares 2,324 $758K 0.03% +45 Timeline IHS IHS HOLDING LIMITED More: the full row for IHS HOLDING 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: not reported; 2026Q1: 91,867 shares 91,867 $756K 0.03% 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: 7,322 shares; 2024Q4: 16,028 shares; 2025Q1: 7,956 shares; 2025Q2: 7,156 shares; 2025Q3: 7,236 shares; 2025Q4: 6,652 shares; 2026Q1: 6,394 shares 6,394 $756K 0.03% -258 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,763 shares; 2026Q1: 49,965 shares 49,965 $749K 0.03% -6,798 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 2,822 shares; 2025Q1: 7,151 shares; 2025Q2: 5,039 shares; 2025Q3: 5,768 shares; 2025Q4: 5,527 shares; 2026Q1: 6,019 shares 6,019 $748K 0.03% +492 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: 2,248 shares; 2024Q4: 2,214 shares; 2025Q1: 2,343 shares; 2025Q2: 2,155 shares; 2025Q3: 2,092 shares; 2025Q4: 1,876 shares; 2026Q1: 1,876 shares 1,876 $744K 0.03% 0 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: 3,851 shares; 2024Q4: 3,883 shares; 2025Q1: 4,194 shares; 2025Q2: 4,625 shares; 2025Q3: 4,382 shares; 2025Q4: 3,405 shares; 2026Q1: 3,635 shares 3,635 $739K 0.03% +230 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: 2,185 shares; 2025Q1: 5,503 shares; 2025Q2: 5,061 shares; 2025Q3: 4,963 shares; 2025Q4: 4,584 shares; 2026Q1: 4,543 shares 4,543 $735K 0.03% -41 Timeline ICSH 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: 4,550 shares; 2025Q1: 19,761 shares; 2025Q2: 19,652 shares; 2025Q3: 19,632 shares; 2025Q4: 19,632 shares; 2026Q1: 14,500 shares 14,500 $734K 0.03% -5,132 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: 348 shares; 2024Q4: 439 shares; 2025Q1: 491 shares; 2025Q2: 688 shares; 2025Q3: 740 shares; 2025Q4: 766 shares; 2026Q1: 811 shares 811 $726K 0.02% +45 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: 11,016 shares; 2024Q4: 2,016 shares; 2025Q1: 1,756 shares; 2025Q2: 2,850 shares; 2025Q3: 3,309 shares; 2025Q4: 3,752 shares; 2026Q1: 3,943 shares 3,943 $719K 0.02% +191 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,245 shares; 2024Q4: 11,690 shares; 2025Q1: 12,105 shares; 2025Q2: 13,442 shares; 2025Q3: 57,886 shares; 2025Q4: 60,937 shares; 2026Q1: 14,495 shares 14,495 $711K 0.02% -46,442 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,874 shares; 2024Q4: 15,122 shares; 2025Q1: 15,068 shares; 2025Q2: 13,440 shares; 2025Q3: 7,781 shares; 2025Q4: 7,764 shares; 2026Q1: 7,572 shares 7,572 $700K 0.02% -192 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: 3,607 shares; 2024Q4: 3,764 shares; 2025Q1: 2,610 shares; 2025Q2: 3,367 shares; 2025Q3: 5,886 shares; 2025Q4: 4,524 shares; 2026Q1: 3,504 shares 3,504 $695K 0.02% -1,020 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: 664 shares; 2024Q4: 1,257 shares; 2025Q1: 1,284 shares; 2025Q2: 1,360 shares; 2025Q3: 1,022 shares; 2025Q4: 995 shares; 2026Q1: 1,018 shares 1,018 $694K 0.02% +23 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: 1,264 shares; 2024Q4: 1,562 shares; 2025Q1: 1,715 shares; 2025Q2: 2,122 shares; 2025Q3: 2,141 shares; 2025Q4: 2,215 shares; 2026Q1: 2,200 shares 2,200 $691K 0.02% -15 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: 2,188 shares; 2024Q4: 2,015 shares; 2025Q1: 2,488 shares; 2025Q2: 2,473 shares; 2025Q3: 2,445 shares; 2025Q4: 2,134 shares; 2026Q1: 1,611 shares 1,611 $685K 0.02% -523 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: 7,803 shares; 2024Q4: 3,811 shares; 2025Q1: 7,058 shares; 2025Q2: 8,291 shares; 2025Q3: 10,239 shares; 2025Q4: 8,682 shares; 2026Q1: 9,523 shares 9,523 $685K 0.02% +841 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: not reported; 2025Q1: 5,164 shares; 2025Q2: 5,713 shares; 2025Q3: 5,016 shares; 2025Q4: 4,929 shares; 2026Q1: 5,553 shares 5,553 $682K 0.02% +624 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: 6,581 shares; 2024Q4: 7,475 shares; 2025Q1: 7,464 shares; 2025Q2: 9,440 shares; 2025Q3: 7,839 shares; 2025Q4: 8,280 shares; 2026Q1: 9,357 shares 9,357 $681K 0.02% +1,077 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: 14,898 shares; 2024Q4: 13,531 shares; 2025Q1: 14,038 shares; 2025Q2: 16,018 shares; 2025Q3: 12,543 shares; 2025Q4: 12,346 shares; 2026Q1: 11,560 shares 11,560 $680K 0.02% -786 Timeline TR TOOTSIE ROLL INDS INC More: the full row for TOOTSIE ROLL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,891 shares; 2024Q4: 16,891 shares; 2025Q1: 17,397 shares; 2025Q2: 17,397 shares; 2025Q3: 17,397 shares; 2025Q4: 15,429 shares; 2026Q1: 15,892 shares 15,892 $679K 0.02% +463 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD 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: 63,541 shares; 2025Q4: not reported; 2026Q1: 49,884 shares 49,884 $675K 0.02% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 3,112 shares; 2025Q1: 3,638 shares; 2025Q2: 3,830 shares; 2025Q3: 3,183 shares; 2025Q4: 2,386 shares; 2026Q1: 2,320 shares 2,320 $674K 0.02% -66 Timeline NUS NU SKIN ENTERPRISES INC More: the full row for NU SKIN ENTERPRISES 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: 78,272 shares; 2026Q1: 92,300 shares 92,300 $672K 0.02% +14,028 Timeline IGIB 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: 7,736 shares; 2025Q1: 11,543 shares; 2025Q2: 11,543 shares; 2025Q3: 9,112 shares; 2025Q4: 8,636 shares; 2026Q1: 12,520 shares 12,520 $666K 0.02% +3,884 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: 1,764 shares; 2024Q4: 1,376 shares; 2025Q1: 1,435 shares; 2025Q2: 899 shares; 2025Q3: 1,206 shares; 2025Q4: 1,419 shares; 2026Q1: 1,333 shares 1,333 $655K 0.02% -86 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,503 shares; 2024Q4: 13,503 shares; 2025Q1: 13,503 shares; 2025Q2: 13,503 shares; 2025Q3: 13,503 shares; 2025Q4: 13,503 shares; 2026Q1: 13,503 shares 13,503 $654K 0.02% 0 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $652K 0.02% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,560 shares; 2025Q2: 6,119 shares; 2025Q3: 6,279 shares; 2025Q4: 4,511 shares; 2026Q1: 6,872 shares 6,872 $650K 0.02% +2,361 Timeline VHT 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: 2,864 shares; 2024Q4: 3,074 shares; 2025Q1: 2,664 shares; 2025Q2: 2,362 shares; 2025Q3: 2,212 shares; 2025Q4: 2,212 shares; 2026Q1: 2,326 shares 2,326 $633K 0.02% +114 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,860 shares; 2024Q4: 4,046 shares; 2025Q1: 4,040 shares; 2025Q2: 4,037 shares; 2025Q3: 4,304 shares; 2025Q4: 3,292 shares; 2026Q1: 3,292 shares 3,292 $632K 0.02% 0 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: 1,853 shares; 2024Q4: 3,908 shares; 2025Q1: 2,124 shares; 2025Q2: 3,303 shares; 2025Q3: 3,350 shares; 2025Q4: 3,336 shares; 2026Q1: 3,430 shares 3,430 $625K 0.02% +94 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: 7,248 shares; 2024Q4: 7,179 shares; 2025Q1: 7,689 shares; 2025Q2: 7,584 shares; 2025Q3: 7,406 shares; 2025Q4: 6,038 shares; 2026Q1: 5,646 shares 5,646 $619K 0.02% -392 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: not reported; 2025Q3: 6,703 shares; 2025Q4: 7,663 shares; 2026Q1: 7,663 shares 7,663 $618K 0.02% 0 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: 1,880 shares; 2024Q4: 1,903 shares; 2025Q1: 2,952 shares; 2025Q2: 2,666 shares; 2025Q3: 2,830 shares; 2025Q4: 2,667 shares; 2026Q1: 2,938 shares 2,938 $617K 0.02% +271 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,324 shares; 2024Q4: 13,175 shares; 2025Q1: 13,586 shares; 2025Q2: 20,053 shares; 2025Q3: 20,853 shares; 2025Q4: 1,707 shares; 2026Q1: 1,427 shares 1,427 $610K 0.02% -280 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,053 shares 10,053 $603K 0.02% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,423 shares; 2024Q4: 9,196 shares; 2025Q1: 6,963 shares; 2025Q2: 6,524 shares; 2025Q3: 5,915 shares; 2025Q4: 3,482 shares; 2026Q1: 4,967 shares 4,967 $602K 0.02% +1,485 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: 7,148 shares; 2024Q4: 8,415 shares; 2025Q1: 17,722 shares; 2025Q2: 11,396 shares; 2025Q3: 8,512 shares; 2025Q4: 1,773 shares; 2026Q1: 1,470 shares 1,470 $599K 0.02% -303 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: 1,109 shares; 2024Q4: 1,109 shares; 2025Q1: 1,054 shares; 2025Q2: 1,108 shares; 2025Q3: 1,078 shares; 2025Q4: 1,110 shares; 2026Q1: 1,228 shares 1,228 $595K 0.02% +118 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: 8,855 shares; 2025Q3: 11,358 shares; 2025Q4: 11,661 shares; 2026Q1: 11,974 shares 11,974 $593K 0.02% +313 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,780 shares; 2025Q2: 30,786 shares; 2025Q3: 30,708 shares; 2025Q4: 30,714 shares; 2026Q1: 46,687 shares 46,687 $592K 0.02% +15,973 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,134 shares; 2024Q4: 10,134 shares; 2025Q1: 10,134 shares; 2025Q2: 9,944 shares; 2025Q3: 9,470 shares; 2025Q4: 9,470 shares; 2026Q1: 9,470 shares 9,470 $591K 0.02% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,330 shares; 2025Q2: 5,617 shares; 2025Q3: 70,902 shares; 2025Q4: 5,228 shares; 2026Q1: 5,376 shares 5,376 $589K 0.02% +148 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,644 shares; 2024Q4: 19,219 shares; 2025Q1: 19,219 shares; 2025Q2: 12,719 shares; 2025Q3: 12,719 shares; 2025Q4: 12,719 shares; 2026Q1: 12,719 shares 12,719 $587K 0.02% 0 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: 14,457 shares; 2024Q4: 10,872 shares; 2025Q1: 12,514 shares; 2025Q2: 11,113 shares; 2025Q3: 11,754 shares; 2025Q4: 13,834 shares; 2026Q1: 14,167 shares 14,167 $582K 0.02% +333 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 2,869 shares; 2025Q3: 4,297 shares; 2025Q4: 5,209 shares; 2026Q1: 5,209 shares 5,209 $579K 0.02% 0 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: 1,799 shares; 2025Q2: 13,562 shares; 2025Q3: 2,733 shares; 2025Q4: 2,123 shares; 2026Q1: 3,849 shares 3,849 $579K 0.02% +1,726 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: 7,945 shares; 2024Q4: 8,281 shares; 2025Q1: 11,844 shares; 2025Q2: 11,209 shares; 2025Q3: 11,558 shares; 2025Q4: 10,382 shares; 2026Q1: 9,005 shares 9,005 $565K 0.02% -1,377 Timeline SKF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,000 shares 18,000 $554K 0.02% new Timeline MTA METALLA RTY & STREAMING LTD More: the full row for METALLA RTY & STREAMING 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: 82,741 shares 82,741 $549K 0.02% new Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,452 shares; 2025Q3: 16,556 shares; 2025Q4: 16,556 shares; 2026Q1: 16,109 shares 16,109 $548K 0.02% -447 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 3,308 shares; 2025Q1: 7,144 shares; 2025Q2: 7,242 shares; 2025Q3: 6,943 shares; 2025Q4: 5,864 shares; 2026Q1: 5,861 shares 5,861 $547K 0.02% -3 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: 993 shares; 2024Q4: 952 shares; 2025Q1: 1,135 shares; 2025Q2: 1,318 shares; 2025Q3: 1,187 shares; 2025Q4: 1,190 shares; 2026Q1: 1,295 shares 1,295 $540K 0.02% +105 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,779 shares; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares; 2025Q4: 1,449 shares; 2026Q1: 1,449 shares 1,449 $537K 0.02% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,979 shares; 2024Q4: 5,992 shares; 2025Q1: 5,992 shares; 2025Q2: 5,992 shares; 2025Q3: 5,992 shares; 2025Q4: 5,992 shares; 2026Q1: 6,644 shares 6,644 $535K 0.02% +652 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: 25,786 shares; 2024Q4: 32,842 shares; 2025Q1: 6,473 shares; 2025Q2: 6,816 shares; 2025Q3: 6,052 shares; 2025Q4: 5,846 shares; 2026Q1: 6,176 shares 6,176 $526K 0.02% +330 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: 5,413 shares; 2024Q4: 5,048 shares; 2025Q1: 5,553 shares; 2025Q2: 5,524 shares; 2025Q3: 35,477 shares; 2025Q4: 36,487 shares; 2026Q1: 4,632 shares 4,632 $524K 0.02% -31,855 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,425 shares; 2024Q4: 12,425 shares; 2025Q1: 12,425 shares; 2025Q2: 12,667 shares; 2025Q3: 12,667 shares; 2025Q4: 12,619 shares; 2026Q1: 12,619 shares 12,619 $523K 0.02% 0 Timeline CWH CAMPING WORLD HLDGS INC More: the full row for CAMPING WORLD 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: 80,055 shares; 2025Q3: 80,055 shares; 2025Q4: 76,055 shares; 2026Q1: 76,055 shares 76,055 $519K 0.02% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 9,082 shares; 2025Q4: 9,406 shares; 2026Q1: 10,445 shares 10,445 $519K 0.02% +1,039 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,430 shares; 2024Q4: 8,426 shares; 2025Q1: 8,422 shares; 2025Q2: 8,420 shares; 2025Q3: 7,785 shares; 2025Q4: 7,560 shares; 2026Q1: 6,724 shares 6,724 $519K 0.02% -836 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: 8,892 shares; 2024Q4: 2,171 shares; 2025Q1: 1,880 shares; 2025Q2: 2,058 shares; 2025Q3: 2,252 shares; 2025Q4: 2,575 shares; 2026Q1: 2,781 shares 2,781 $519K 0.02% +206 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,784 shares; 2024Q4: 15,347 shares; 2025Q1: 18,424 shares; 2025Q2: 10,743 shares; 2025Q3: 10,807 shares; 2025Q4: 8,889 shares; 2026Q1: 9,678 shares 9,678 $511K 0.02% +789 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,764 shares; 2024Q4: 12,310 shares; 2025Q1: 15,176 shares; 2025Q2: 12,128 shares; 2025Q3: 14,175 shares; 2025Q4: 10,793 shares; 2026Q1: 10,241 shares 10,241 $511K 0.02% -552 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: 226,125 shares; 2024Q4: 191,842 shares; 2025Q1: 268,520 shares; 2025Q2: 164,284 shares; 2025Q3: 156,462 shares; 2025Q4: 15,447 shares; 2026Q1: 17,719 shares 17,719 $509K 0.02% +2,272 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: 3,749 shares; 2024Q4: 3,611 shares; 2025Q1: 2,162 shares; 2025Q2: 2,411 shares; 2025Q3: 2,458 shares; 2025Q4: 2,462 shares; 2026Q1: 2,435 shares 2,435 $506K 0.02% -27 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,951 shares; 2024Q4: 15,708 shares; 2025Q1: 10,001 shares; 2025Q2: 9,309 shares; 2025Q3: 11,570 shares; 2025Q4: 10,977 shares; 2026Q1: 7,726 shares 7,726 $506K 0.02% -3,251 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,592 shares; 2025Q2: 1,898 shares; 2025Q3: 2,169 shares; 2025Q4: 2,424 shares; 2026Q1: 2,548 shares 2,548 $504K 0.02% +124 Timeline XLP 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: 3,235 shares; 2025Q1: 7,005 shares; 2025Q2: 7,321 shares; 2025Q3: 7,078 shares; 2025Q4: 6,153 shares; 2026Q1: 6,135 shares 6,135 $503K 0.02% -18 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: 6,307 shares; 2024Q4: 6,124 shares; 2025Q1: 6,205 shares; 2025Q2: 6,274 shares; 2025Q3: 3,469 shares; 2025Q4: 3,789 shares; 2026Q1: 1,126 shares 1,126 $503K 0.02% -2,663 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: 3,078 shares; 2025Q2: 3,464 shares; 2025Q3: 3,537 shares; 2025Q4: 3,995 shares; 2026Q1: 3,838 shares 3,838 $503K 0.02% -157 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: 3,998 shares; 2024Q4: 4,236 shares; 2025Q1: 31,542 shares; 2025Q2: 35,946 shares; 2025Q3: 37,863 shares; 2025Q4: 4,170 shares; 2026Q1: 3,827 shares 3,827 $501K 0.02% -343 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 3,800 shares; 2025Q1: 3,805 shares; 2025Q2: 4,003 shares; 2025Q3: 3,816 shares; 2025Q4: 3,662 shares; 2026Q1: 3,809 shares 3,809 $499K 0.02% +147 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,643 shares; 2024Q4: 7,445 shares; 2025Q1: 5,891 shares; 2025Q2: 6,859 shares; 2025Q3: 6,676 shares; 2025Q4: 4,198 shares; 2026Q1: 4,671 shares 4,671 $499K 0.02% +473 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,109 shares; 2024Q4: 6,486 shares; 2025Q1: 25,711 shares; 2025Q2: 5,485 shares; 2025Q3: 6,430 shares; 2025Q4: 8,011 shares; 2026Q1: 7,782 shares 7,782 $499K 0.02% -229 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,226 shares; 2025Q3: 1,327 shares; 2025Q4: 1,760 shares; 2026Q1: 2,156 shares 2,156 $497K 0.02% +396 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,722 shares; 2024Q4: 10,726 shares; 2025Q1: 12,576 shares; 2025Q2: 15,121 shares; 2025Q3: 16,616 shares; 2025Q4: 7,232 shares; 2026Q1: 6,244 shares 6,244 $496K 0.02% -988 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 6,798 shares; 2025Q3: 9,260 shares; 2025Q4: 9,540 shares; 2026Q1: 10,000 shares 10,000 $494K 0.02% +460 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,934 shares; 2025Q1: 1,724 shares; 2025Q2: 1,502 shares; 2025Q3: 2,655 shares; 2025Q4: 2,580 shares; 2026Q1: 1,522 shares 1,522 $491K 0.02% -1,058 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,466 shares; 2024Q4: 3,425 shares; 2025Q1: 2,263 shares; 2025Q2: 4,876 shares; 2025Q3: 3,655 shares; 2025Q4: 3,655 shares; 2026Q1: 2,263 shares 2,263 $484K 0.02% -1,392 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,283 shares; 2024Q4: 5,298 shares; 2025Q1: 5,408 shares; 2025Q2: 5,338 shares; 2025Q3: 5,464 shares; 2025Q4: 5,676 shares; 2026Q1: 5,259 shares 5,259 $474K 0.02% -417 Timeline GDX 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: 4,431 shares; 2025Q4: 4,688 shares; 2026Q1: 5,108 shares 5,108 $469K 0.02% +420 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,890 shares; 2024Q4: 19,890 shares; 2025Q1: 18,040 shares; 2025Q2: 18,040 shares; 2025Q3: 20,998 shares; 2025Q4: 17,785 shares; 2026Q1: 26,401 shares 26,401 $469K 0.02% +8,616 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,855 shares; 2024Q4: 6,026 shares; 2025Q1: 6,579 shares; 2025Q2: 7,082 shares; 2025Q3: 7,507 shares; 2025Q4: 7,355 shares; 2026Q1: 7,249 shares 7,249 $461K 0.02% -106 Timeline STIP 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: 2,009 shares; 2024Q4: not reported; 2025Q1: 2,716 shares; 2025Q2: 2,526 shares; 2025Q3: 2,523 shares; 2025Q4: 2,208 shares; 2026Q1: 4,452 shares 4,452 $460K 0.02% +2,244 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: 368 shares; 2025Q4: 387 shares; 2026Q1: 1,083 shares 1,083 $460K 0.02% +696 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,231 shares; 2025Q2: 13,588 shares; 2025Q3: 13,327 shares; 2025Q4: 14,066 shares; 2026Q1: 14,115 shares 14,115 $458K 0.02% +49 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: 1,399 shares; 2025Q4: 1,996 shares; 2026Q1: 2,079 shares 2,079 $450K 0.02% +83 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,590 shares; 2024Q4: 163,514 shares; 2025Q1: 9,224 shares; 2025Q2: 23,596 shares; 2025Q3: 25,441 shares; 2025Q4: 27,306 shares; 2026Q1: 3,418 shares 3,418 $448K 0.02% -23,888 Timeline XLB 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: 4,958 shares; 2025Q1: 9,600 shares; 2025Q2: 8,624 shares; 2025Q3: 5,485 shares; 2025Q4: 8,792 shares; 2026Q1: 8,912 shares 8,912 $445K 0.02% +120 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: 6,778 shares; 2024Q4: 6,991 shares; 2025Q1: 5,460 shares; 2025Q2: 7,425 shares; 2025Q3: 6,106 shares; 2025Q4: 6,483 shares; 2026Q1: 6,124 shares 6,124 $444K 0.02% -359 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: 3,516 shares; 2024Q4: 3,054 shares; 2025Q1: 3,317 shares; 2025Q2: 2,437 shares; 2025Q3: 2,089 shares; 2025Q4: 2,469 shares; 2026Q1: 2,337 shares 2,337 $443K 0.02% -132 Timeline