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: restricted; 2024Q4: 722,665 shares; 2025Q1: 442,313 shares; 2025Q2: 1,545,788 shares; 2025Q3: 1,427,133 shares; 2025Q4: 1,281,899 shares; 2026Q1: 1,147,807 shares 1,147,807 $116M 3.52% -134,092 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: restricted; 2024Q4: 1,921,231 shares; 2025Q1: 1,491,967 shares; 2025Q2: 181,014 shares; 2025Q3: 1,078,319 shares; 2025Q4: 1,022,536 shares; 2026Q1: 985,753 shares 985,753 $89.2M 2.72% -36,783 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,186,803 shares; 2025Q1: 2,043,626 shares; 2025Q2: 19,207 shares; 2025Q3: 2,687,022 shares; 2025Q4: 2,752,121 shares; 2026Q1: 2,815,704 shares 2,815,704 $80.7M 2.46% +63,583 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 650,260 shares; 2025Q1: 615,639 shares; 2025Q2: 1,163,511 shares; 2025Q3: 1,315,476 shares; 2025Q4: 1,349,746 shares; 2026Q1: 1,387,555 shares 1,387,555 $66.7M 2.03% +37,809 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 176,965 shares; 2025Q1: 189,978 shares; 2025Q2: 208,224 shares; 2025Q3: 245,217 shares; 2025Q4: 236,446 shares; 2026Q1: 254,754 shares 254,754 $64.7M 1.97% +18,308 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,015 shares; 2025Q1: 92,636 shares; 2025Q2: 91,228 shares; 2025Q3: 91,679 shares; 2025Q4: 91,842 shares; 2026Q1: 93,355 shares 93,355 $61M 1.86% +1,513 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,966,186 shares; 2025Q1: 1,822,471 shares; 2025Q2: 2,235,549 shares; 2025Q3: 2,663,197 shares; 2025Q4: 2,650,742 shares; 2026Q1: 2,672,691 shares 2,672,691 $59.8M 1.83% +21,949 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,776,829 shares; 2025Q1: 1,673,235 shares; 2025Q2: 1,678,522 shares; 2025Q3: 2,005,449 shares; 2025Q4: 2,011,300 shares; 2026Q1: 2,053,033 shares 2,053,033 $59.6M 1.82% +41,733 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 206,843 shares; 2025Q1: 245,716 shares; 2025Q2: 273,745 shares; 2025Q3: 296,466 shares; 2025Q4: 300,575 shares; 2026Q1: 314,256 shares 314,256 $54.8M 1.67% +13,681 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 229,261 shares; 2025Q1: 231,742 shares; 2025Q2: 1,690,403 shares; 2025Q3: 1,037,551 shares; 2025Q4: 1,058,055 shares; 2026Q1: 1,112,845 shares 1,112,845 $53.2M 1.62% +54,790 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 197,104 shares; 2025Q1: 224,464 shares; 2025Q2: 198,417 shares; 2025Q3: 216,458 shares; 2025Q4: 253,045 shares; 2026Q1: 176,404 shares 176,404 $50.7M 1.55% -76,641 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,037,980 shares; 2025Q4: 969,357 shares; 2026Q1: 929,563 shares 929,563 $46.5M 1.42% -39,794 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: restricted; 2024Q4: 179,880 shares; 2025Q1: 226,214 shares; 2025Q2: 207,192 shares; 2025Q3: 237,926 shares; 2025Q4: 233,647 shares; 2026Q1: 177,164 shares 177,164 $46.4M 1.42% -56,483 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,402 shares; 2025Q1: 84,176 shares; 2025Q2: 92,380 shares; 2025Q3: 111,946 shares; 2025Q4: 109,200 shares; 2026Q1: 121,562 shares 121,562 $45M 1.37% +12,362 Timeline ITM 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: restricted; 2024Q4: 738,357 shares; 2025Q1: 749,499 shares; 2025Q2: 721,021 shares; 2025Q3: 917,714 shares; 2025Q4: 934,668 shares; 2026Q1: 957,521 shares 957,521 $44.5M 1.36% +22,853 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 232,351 shares; 2025Q1: 281,643 shares; 2025Q2: 328,571 shares; 2025Q3: 312,968 shares; 2025Q4: 312,076 shares; 2026Q1: 208,906 shares 208,906 $44.1M 1.35% -103,170 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: restricted; 2024Q4: 116,496 shares; 2025Q1: 132,271 shares; 2025Q2: 154,395 shares; 2025Q3: 139,990 shares; 2025Q4: 131,168 shares; 2026Q1: 134,266 shares 134,266 $38.6M 1.18% +3,098 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,805 shares; 2025Q1: 115,942 shares; 2025Q2: 136,372 shares; 2025Q3: 155,180 shares; 2025Q4: 161,506 shares; 2026Q1: 178,645 shares 178,645 $37.2M 1.13% +17,139 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: restricted; 2024Q4: 278,475 shares; 2025Q1: 260,857 shares; 2025Q2: 352,487 shares; 2025Q3: 399,452 shares; 2025Q4: 402,166 shares; 2026Q1: 408,854 shares 408,854 $33.8M 1.03% +6,688 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,083,702 shares; 2025Q1: 1,150,408 shares; 2025Q2: 606,063 shares; 2025Q3: 643,187 shares; 2025Q4: 649,847 shares; 2026Q1: 659,851 shares 659,851 $33.2M 1.01% +10,004 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,843,143 shares; 2025Q1: 1,909,279 shares; 2025Q2: 2,105,587 shares; 2025Q3: 1,888,742 shares; 2025Q4: 1,848,372 shares; 2026Q1: 1,055,086 shares 1,055,086 $32.2M 0.98% -793,286 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,623 shares; 2025Q1: 27,223 shares; 2025Q2: 28,717 shares; 2025Q3: 30,908 shares; 2025Q4: 29,275 shares; 2026Q1: 33,818 shares 33,818 $31.1M 0.95% +4,543 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 203,903 shares; 2025Q1: 178,529 shares; 2025Q2: 140,042 shares; 2025Q3: 201,108 shares; 2025Q4: 192,048 shares; 2026Q1: 321,415 shares 321,415 $30M 0.91% +129,367 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: restricted; 2024Q4: 463,676 shares; 2025Q1: 577,148 shares; 2025Q2: 285,539 shares; 2025Q3: 541,963 shares; 2025Q4: 564,405 shares; 2026Q1: 589,649 shares 589,649 $29.4M 0.9% +25,244 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,073 shares; 2025Q1: 95,581 shares; 2025Q2: 100,410 shares; 2025Q3: 73,803 shares; 2025Q4: 75,050 shares; 2026Q1: 92,474 shares 92,474 $28.6M 0.87% +17,424 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: restricted; 2024Q4: 221,032 shares; 2025Q1: 282,830 shares; 2025Q2: 345,794 shares; 2025Q3: 271,009 shares; 2025Q4: 275,295 shares; 2026Q1: 282,635 shares 282,635 $27.7M 0.84% +7,340 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 165,583 shares; 2025Q1: 170,735 shares; 2025Q2: 195,369 shares; 2025Q3: 150,740 shares; 2025Q4: 143,715 shares; 2026Q1: 74,199 shares 74,199 $27.3M 0.83% -69,516 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,879 shares; 2025Q1: 75,329 shares; 2025Q2: 72,605 shares; 2025Q3: 62,009 shares; 2025Q4: 58,401 shares; 2026Q1: 71,929 shares 71,929 $26.7M 0.82% +13,528 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,967 shares; 2025Q1: 59,788 shares; 2025Q2: 61,760 shares; 2025Q3: 65,283 shares; 2025Q4: 68,284 shares; 2026Q1: 87,567 shares 87,567 $26.5M 0.81% +19,283 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: restricted; 2024Q4: 221,142 shares; 2025Q1: 274,717 shares; 2025Q2: 137,825 shares; 2025Q3: 235,006 shares; 2025Q4: 240,338 shares; 2026Q1: 249,006 shares 249,006 $26.4M 0.81% +8,668 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,639 shares; 2025Q1: 35,807 shares; 2025Q2: 40,979 shares; 2025Q3: 34,596 shares; 2025Q4: 36,690 shares; 2026Q1: 46,095 shares 46,095 $26.4M 0.8% +9,405 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102,180 shares; 2025Q1: 142,684 shares; 2025Q2: 157,447 shares; 2025Q3: 126,648 shares; 2025Q4: 122,289 shares; 2026Q1: 60,751 shares 60,751 $25.9M 0.79% -61,538 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 294,271 shares; 2025Q1: 407,174 shares; 2025Q2: 460,475 shares; 2025Q3: 357,572 shares; 2025Q4: 343,577 shares; 2026Q1: 166,724 shares 166,724 $25.9M 0.79% -176,853 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 193,626 shares; 2025Q1: 225,186 shares; 2025Q2: 262,024 shares; 2025Q3: 241,547 shares; 2025Q4: 236,247 shares; 2026Q1: 120,940 shares 120,940 $25.8M 0.79% -115,307 Timeline TAXF 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: restricted; 2024Q4: 618,763 shares; 2025Q1: 637,723 shares; 2025Q2: 292,028 shares; 2025Q3: 393,705 shares; 2025Q4: 400,348 shares; 2026Q1: 407,485 shares 407,485 $20.4M 0.62% +7,137 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,269 shares; 2025Q1: 69,458 shares; 2025Q2: 65,305 shares; 2025Q3: 85,402 shares; 2025Q4: 85,883 shares; 2026Q1: 89,953 shares 89,953 $19.6M 0.6% +4,070 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,287 shares; 2025Q1: 68,647 shares; 2025Q2: 70,493 shares; 2025Q3: 73,912 shares; 2025Q4: 79,686 shares; 2026Q1: 134,488 shares 134,488 $18.7M 0.57% +54,802 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,852 shares; 2025Q1: 84,382 shares; 2025Q2: 108,088 shares; 2025Q3: 83,890 shares; 2025Q4: 89,672 shares; 2026Q1: 92,389 shares 92,389 $18.1M 0.55% +2,717 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,263 shares; 2025Q1: 32,387 shares; 2025Q2: 29,274 shares; 2025Q3: 31,039 shares; 2025Q4: 29,123 shares; 2026Q1: 27,728 shares 27,728 $18M 0.55% -1,395 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,896 shares; 2025Q1: 57,801 shares; 2025Q2: 47,084 shares; 2025Q3: 65,826 shares; 2025Q4: 68,064 shares; 2026Q1: 73,965 shares 73,965 $17.9M 0.55% +5,901 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,079 shares; 2025Q1: 93,971 shares; 2025Q2: 114,984 shares; 2025Q3: 105,040 shares; 2025Q4: 107,778 shares; 2026Q1: 113,785 shares 113,785 $17.5M 0.54% +6,007 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: restricted; 2024Q4: 269,966 shares; 2025Q1: 258,652 shares; 2025Q2: 304,726 shares; 2025Q3: 320,744 shares; 2025Q4: 327,291 shares; 2026Q1: 307,056 shares 307,056 $17.4M 0.53% -20,235 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,113 shares; 2025Q1: 86,883 shares; 2025Q2: 86,883 shares; 2025Q3: 87,389 shares; 2025Q4: 88,123 shares; 2026Q1: 88,434 shares 88,434 $17M 0.52% +311 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: restricted; 2024Q4: 53,106 shares; 2025Q1: 61,936 shares; 2025Q2: 68,758 shares; 2025Q3: 60,898 shares; 2025Q4: 122,433 shares; 2026Q1: 127,378 shares 127,378 $16.9M 0.52% +4,945 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: restricted; 2024Q4: 31,855 shares; 2025Q1: 38,458 shares; 2025Q2: 34,501 shares; 2025Q3: 26,651 shares; 2025Q4: 55,346 shares; 2026Q1: 346,116 shares 346,116 $15.9M 0.48% +290,770 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: restricted; 2024Q4: 59,182 shares; 2025Q1: 62,122 shares; 2025Q2: 52,328 shares; 2025Q3: 52,257 shares; 2025Q4: 53,207 shares; 2026Q1: 52,865 shares 52,865 $15.8M 0.48% -342 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135,290 shares; 2025Q1: 126,845 shares; 2025Q2: 151,783 shares; 2025Q3: 165,742 shares; 2025Q4: 188,739 shares; 2026Q1: 251,290 shares 251,290 $15.2M 0.46% +62,551 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: restricted; 2024Q4: 112,723 shares; 2025Q1: 117,599 shares; 2025Q2: 117,390 shares; 2025Q3: 109,551 shares; 2025Q4: 112,863 shares; 2026Q1: 128,203 shares 128,203 $14.5M 0.44% +15,340 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,197 shares; 2025Q1: 37,326 shares; 2025Q2: 21,891 shares; 2025Q3: 43,365 shares; 2025Q4: 61,923 shares; 2026Q1: 43,007 shares 43,007 $13.8M 0.42% -18,916 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,436 shares; 2025Q1: 37,026 shares; 2025Q2: 37,370 shares; 2025Q3: 40,960 shares; 2025Q4: 39,195 shares; 2026Q1: 38,237 shares 38,237 $13.5M 0.41% -958 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,140 shares; 2025Q1: 108,067 shares; 2025Q2: 112,712 shares; 2025Q3: 124,301 shares; 2025Q4: 67,629 shares; 2026Q1: 77,550 shares 77,550 $13.2M 0.4% +9,921 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,596 shares; 2025Q1: 13,510 shares; 2025Q2: 16,153 shares; 2025Q3: 27,922 shares; 2025Q4: 30,208 shares; 2026Q1: 52,770 shares 52,770 $12.8M 0.39% +22,562 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,914 shares; 2025Q1: 6,435 shares; 2025Q2: 4,320 shares; 2025Q3: 13,595 shares; 2025Q4: 14,278 shares; 2026Q1: 13,791 shares 13,791 $11.9M 0.36% -487 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,168 shares; 2025Q1: 29,134 shares; 2025Q2: 12,668 shares; 2025Q3: 34,506 shares; 2025Q4: 36,475 shares; 2026Q1: 38,268 shares 38,268 $11.9M 0.36% +1,793 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,633 shares; 2025Q1: 19,093 shares; 2025Q2: 10,396 shares; 2025Q3: 21,285 shares; 2025Q4: 22,796 shares; 2026Q1: 23,708 shares 23,708 $11.8M 0.36% +912 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,585 shares; 2025Q1: 14,851 shares; 2025Q2: 15,521 shares; 2025Q3: 18,252 shares; 2025Q4: 19,460 shares; 2026Q1: 19,441 shares 19,441 $11.8M 0.36% -19 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,233,688 shares; 2025Q1: 843,256 shares; 2025Q2: 38,154 shares; 2025Q3: 233,308 shares; 2025Q4: 228,028 shares; 2026Q1: 273,350 shares 273,350 $11.6M 0.35% +45,322 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137,610 shares; 2025Q1: 123,637 shares; 2025Q2: 130,002 shares; 2025Q3: 144,336 shares; 2025Q4: 150,142 shares; 2026Q1: 147,204 shares 147,204 $11.4M 0.35% -2,938 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,537 shares; 2025Q1: 24,610 shares; 2025Q2: 25,830 shares; 2025Q3: 42,824 shares; 2025Q4: 39,606 shares; 2026Q1: 38,713 shares 38,713 $11.4M 0.35% -893 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,307 shares; 2025Q1: 39,379 shares; 2025Q2: 15,750 shares; 2025Q3: 34,339 shares; 2025Q4: 35,565 shares; 2026Q1: 37,322 shares 37,322 $11.3M 0.34% +1,757 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148,018 shares; 2025Q1: 167,962 shares; 2025Q2: 154,888 shares; 2025Q3: 160,167 shares; 2025Q4: 164,147 shares; 2026Q1: 167,141 shares 167,141 $11.3M 0.34% +2,994 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,259 shares; 2025Q1: 34,421 shares; 2025Q2: 42,345 shares; 2025Q3: 13,335 shares; 2025Q4: 13,440 shares; 2026Q1: 87,377 shares 87,377 $11.3M 0.34% +73,937 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,118 shares; 2025Q1: 125,365 shares; 2025Q2: 107,334 shares; 2025Q3: 96,801 shares; 2025Q4: 106,569 shares; 2026Q1: 92,994 shares 92,994 $11.2M 0.34% -13,575 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,879 shares; 2025Q1: 3,367 shares; 2025Q2: 20,802 shares; 2025Q3: 31,931 shares; 2025Q4: 33,941 shares; 2026Q1: 32,829 shares 32,829 $10.7M 0.33% -1,112 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: restricted; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 73,786 shares 73,786 $10.7M 0.33% +73,776 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,551 shares; 2025Q1: 67,119 shares; 2025Q2: 69,530 shares; 2025Q3: 73,539 shares; 2025Q4: 72,793 shares; 2026Q1: 71,880 shares 71,880 $10.5M 0.32% -913 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,403 shares; 2025Q1: 55,410 shares; 2025Q2: 64,525 shares; 2025Q3: 69,003 shares; 2025Q4: 68,741 shares; 2026Q1: 83,334 shares 83,334 $10.4M 0.32% +14,593 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 1,365 shares; 2025Q4: 909 shares; 2026Q1: 31,036 shares 31,036 $10.4M 0.32% +30,127 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,204 shares; 2025Q1: 34,852 shares; 2025Q2: 35,538 shares; 2025Q3: 39,110 shares; 2025Q4: 41,078 shares; 2026Q1: 59,634 shares 59,634 $10.3M 0.32% +18,556 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,858 shares; 2025Q1: 5,785 shares; 2025Q2: 24,259 shares; 2025Q3: 43,186 shares; 2025Q4: 46,434 shares; 2026Q1: 54,143 shares 54,143 $10.1M 0.31% +7,709 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,395 shares; 2025Q1: 30,918 shares; 2025Q2: 32,920 shares; 2025Q3: 26,046 shares; 2025Q4: 26,202 shares; 2026Q1: 14,044 shares 14,044 $9.95M 0.3% -12,158 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,284 shares; 2025Q1: 36,201 shares; 2025Q2: 36,475 shares; 2025Q3: 37,439 shares; 2025Q4: 35,496 shares; 2026Q1: 34,666 shares 34,666 $9.94M 0.3% -830 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: restricted; 2024Q4: 385,708 shares; 2025Q1: 384,099 shares; 2025Q2: 384,200 shares; 2025Q3: 384,284 shares; 2025Q4: 395,264 shares; 2026Q1: 394,700 shares 394,700 $9.77M 0.3% -564 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,490 shares; 2025Q1: 79,859 shares; 2025Q2: 93,971 shares; 2025Q3: 67,757 shares; 2025Q4: 70,864 shares; 2026Q1: 76,582 shares 76,582 $9.72M 0.3% +5,718 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,907 shares; 2025Q2: 2,433 shares; 2025Q3: 2,599 shares; 2025Q4: 2,988 shares; 2026Q1: 59,166 shares 59,166 $9.71M 0.3% +56,178 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102,901 shares; 2025Q1: 97,150 shares; 2025Q2: 67,910 shares; 2025Q3: 71,505 shares; 2025Q4: 115,677 shares; 2026Q1: 66,274 shares 66,274 $9.57M 0.29% -49,403 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154,492 shares; 2025Q1: 153,470 shares; 2025Q2: 163,539 shares; 2025Q3: 182,922 shares; 2025Q4: 177,638 shares; 2026Q1: 178,692 shares 178,692 $9.39M 0.29% +1,054 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,583 shares; 2025Q1: 3,985 shares; 2025Q2: 4,458 shares; 2025Q3: 4,126 shares; 2025Q4: 3,585 shares; 2026Q1: 11,056 shares 11,056 $9.35M 0.29% +7,471 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,536 shares; 2025Q1: 1,965 shares; 2025Q2: 1,756 shares; 2025Q3: 1,877 shares; 2025Q4: 2,404 shares; 2026Q1: 90,858 shares 90,858 $9.3M 0.28% +88,454 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,708 shares; 2025Q1: 1,681 shares; 2025Q2: 2,048 shares; 2025Q3: 2,063 shares; 2025Q4: 2,216 shares; 2026Q1: 73,442 shares 73,442 $9.27M 0.28% +71,226 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108,028 shares; 2025Q1: 102,701 shares; 2025Q2: 105,127 shares; 2025Q3: 102,619 shares; 2025Q4: 103,879 shares; 2026Q1: 103,142 shares 103,142 $9.21M 0.28% -737 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,005 shares; 2025Q1: 21,946 shares; 2025Q2: 23,869 shares; 2025Q3: 37,289 shares; 2025Q4: 35,753 shares; 2026Q1: 27,387 shares 27,387 $9.01M 0.27% -8,366 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,626 shares; 2025Q1: 7,213 shares; 2025Q2: 7,064 shares; 2025Q3: 12,236 shares; 2025Q4: 9,071 shares; 2026Q1: 8,922 shares 8,922 $8.89M 0.27% -149 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: restricted; 2024Q4: 15,707 shares; 2025Q1: 20,726 shares; 2025Q2: 19,857 shares; 2025Q3: 20,911 shares; 2025Q4: 21,039 shares; 2026Q1: 18,783 shares 18,783 $8.89M 0.27% -2,256 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,313 shares; 2025Q1: 62,134 shares; 2025Q2: 64,092 shares; 2025Q3: 69,257 shares; 2025Q4: 65,435 shares; 2026Q1: 35,084 shares 35,084 $8.58M 0.26% -30,351 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,689 shares; 2025Q1: 20,577 shares; 2025Q2: 19,208 shares; 2025Q3: 21,210 shares; 2025Q4: 25,582 shares; 2026Q1: 31,999 shares 31,999 $8.54M 0.26% +6,417 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,960 shares; 2025Q1: 10,156 shares; 2025Q2: 16,123 shares; 2025Q3: 16,816 shares; 2025Q4: 16,643 shares; 2026Q1: 17,280 shares 17,280 $8.49M 0.26% +637 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,116 shares; 2025Q1: 74,651 shares; 2025Q2: 73,444 shares; 2025Q3: 72,841 shares; 2025Q4: 48,945 shares; 2026Q1: 67,948 shares 67,948 $8.45M 0.26% +19,003 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: restricted; 2024Q4: 22,297 shares; 2025Q1: 1,792 shares; 2025Q2: 20,749 shares; 2025Q3: 24,078 shares; 2025Q4: 26,668 shares; 2026Q1: 28,611 shares 28,611 $8.35M 0.25% +1,943 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 275,754 shares; 2025Q1: 226,881 shares; 2025Q2: 214,017 shares; 2025Q3: 203,603 shares; 2025Q4: 203,726 shares; 2026Q1: 195,838 shares 195,838 $8.34M 0.25% -7,888 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 323,182 shares 323,182 $8.28M 0.25% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126,363 shares; 2025Q1: 461,893 shares; 2025Q2: 243,789 shares; 2025Q3: 249,259 shares; 2025Q4: 251,534 shares; 2026Q1: 162,205 shares 162,205 $8.24M 0.25% -89,329 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,243 shares; 2025Q1: 64,772 shares; 2025Q2: 24,965 shares; 2025Q3: 29,275 shares; 2025Q4: 27,509 shares; 2026Q1: 80,232 shares 80,232 $8.24M 0.25% +52,723 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,059 shares; 2025Q1: 27,248 shares; 2025Q2: 33,008 shares; 2025Q3: 29,414 shares; 2025Q4: 32,267 shares; 2026Q1: 39,028 shares 39,028 $8.12M 0.25% +6,761 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,541 shares; 2025Q1: not reported; 2025Q2: 20,297 shares; 2025Q3: 20,780 shares; 2025Q4: 16,846 shares; 2026Q1: 16,709 shares 16,709 $8.01M 0.24% -137 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,853 shares; 2025Q1: 16,565 shares; 2025Q2: 20,405 shares; 2025Q3: 7,209 shares; 2025Q4: 6,545 shares; 2026Q1: 29,194 shares 29,194 $7.9M 0.24% +22,649 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: restricted; 2024Q4: not reported; 2025Q1: 8,101 shares; 2025Q2: 12,759 shares; 2025Q3: 13,212 shares; 2025Q4: 14,382 shares; 2026Q1: 182,720 shares 182,720 $7.75M 0.24% +168,338 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: restricted; 2024Q4: 1,173 shares; 2025Q1: 1,399 shares; 2025Q2: 1,376 shares; 2025Q3: 1,352 shares; 2025Q4: 1,403 shares; 2026Q1: 31,161 shares 31,161 $7.74M 0.24% +29,758 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,807 shares; 2025Q1: 11,192 shares; 2025Q2: 11,905 shares; 2025Q3: 14,465 shares; 2025Q4: 14,913 shares; 2026Q1: 18,081 shares 18,081 $7.69M 0.23% +3,168 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: restricted; 2024Q4: 7,365 shares; 2025Q1: 7,266 shares; 2025Q2: 7,481 shares; 2025Q3: 7,443 shares; 2025Q4: 7,472 shares; 2026Q1: 94,043 shares 94,043 $7.68M 0.23% +86,571 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 177,420 shares; 2025Q1: 177,420 shares; 2025Q2: 177,420 shares; 2025Q3: 177,426 shares; 2025Q4: 180,319 shares; 2026Q1: 180,319 shares 180,319 $7.62M 0.23% 0 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 272,787 shares 272,787 $7.57M 0.23% new 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: restricted; 2024Q4: 2,578 shares; 2025Q1: 2,772 shares; 2025Q2: 2,734 shares; 2025Q3: 3,036 shares; 2025Q4: 3,307 shares; 2026Q1: 34,430 shares 34,430 $7.46M 0.23% +31,123 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,976 shares; 2025Q1: 18,334 shares; 2025Q2: 29,881 shares; 2025Q3: 32,866 shares; 2025Q4: 39,745 shares; 2026Q1: 44,097 shares 44,097 $7.46M 0.23% +4,352 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: restricted; 2024Q4: 111,531 shares; 2025Q1: 10,033 shares; 2025Q2: 10,320 shares; 2025Q3: 10,151 shares; 2025Q4: 118,161 shares; 2026Q1: 99,599 shares 99,599 $7.42M 0.23% -18,562 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,950 shares; 2025Q1: 22,348 shares; 2025Q2: 25,758 shares; 2025Q3: 26,669 shares; 2025Q4: 31,380 shares; 2026Q1: 31,134 shares 31,134 $7.36M 0.22% -246 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,151 shares; 2025Q1: 7,133 shares; 2025Q2: 5,301 shares; 2025Q3: 9,501 shares; 2025Q4: 8,737 shares; 2026Q1: 382,777 shares 382,777 $7.35M 0.22% +374,040 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 113,129 shares 113,129 $7.32M 0.22% +113,104 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100,787 shares; 2025Q1: 31,162 shares; 2025Q2: 108,847 shares; 2025Q3: 116,961 shares; 2025Q4: 118,322 shares; 2026Q1: 101,448 shares 101,448 $7.29M 0.22% -16,874 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,134 shares; 2025Q1: 7,702 shares; 2025Q2: 68,667 shares; 2025Q3: 70,828 shares; 2025Q4: 79,788 shares; 2026Q1: 82,114 shares 82,114 $7.12M 0.22% +2,326 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: restricted; 2024Q4: 3,476 shares; 2025Q1: 2,727 shares; 2025Q2: 2,714 shares; 2025Q3: 2,687 shares; 2025Q4: 2,435 shares; 2026Q1: 36,141 shares 36,141 $7.12M 0.22% +33,706 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,831 shares; 2025Q1: 6,741 shares; 2025Q2: 189,617 shares; 2025Q3: 196,485 shares; 2025Q4: 203,270 shares; 2026Q1: 243,353 shares 243,353 $7.09M 0.22% +40,083 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,858 shares; 2025Q1: 1,819 shares; 2025Q2: 1,975 shares; 2025Q3: 2,773 shares; 2025Q4: 2,675 shares; 2026Q1: 23,087 shares 23,087 $7.02M 0.21% +20,412 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: restricted; 2024Q4: not reported; 2025Q1: 77,867 shares; 2025Q2: 207,783 shares; 2025Q3: 230,433 shares; 2025Q4: 275,809 shares; 2026Q1: 244,687 shares 244,687 $6.85M 0.21% -31,122 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,524 shares; 2025Q1: 17,693 shares; 2025Q2: 6,782 shares; 2025Q3: 7,293 shares; 2025Q4: 7,898 shares; 2026Q1: 104,471 shares 104,471 $6.71M 0.2% +96,573 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: restricted; 2024Q4: 9,342 shares; 2025Q1: 15,016 shares; 2025Q2: 9,799 shares; 2025Q3: 22,763 shares; 2025Q4: 4,034 shares; 2026Q1: 21,039 shares 21,039 $6.61M 0.2% +17,005 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,150 shares; 2025Q1: 62,892 shares; 2025Q2: 63,173 shares; 2025Q3: 60,941 shares; 2025Q4: 24,425 shares; 2026Q1: 33,865 shares 33,865 $6.53M 0.2% +9,440 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,653 shares; 2025Q1: 3,270 shares; 2025Q2: 3,478 shares; 2025Q3: 3,411 shares; 2025Q4: 3,453 shares; 2026Q1: 31,119 shares 31,119 $6.5M 0.2% +27,666 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 277,532 shares 277,532 $6.47M 0.2% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,970 shares; 2025Q1: 3,304 shares; 2025Q2: 2,881 shares; 2025Q3: 880 shares; 2025Q4: 35,585 shares; 2026Q1: 33,942 shares 33,942 $6.43M 0.2% -1,643 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: restricted; 2024Q4: 27,525 shares; 2025Q1: 35,917 shares; 2025Q2: 48,111 shares; 2025Q3: 48,620 shares; 2025Q4: 49,862 shares; 2026Q1: 29,599 shares 29,599 $6.43M 0.2% -20,263 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,093 shares 79,093 $6.38M 0.19% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,656 shares; 2025Q1: 144,395 shares; 2025Q2: 148,645 shares; 2025Q3: 140,865 shares; 2025Q4: 137,637 shares; 2026Q1: 135,291 shares 135,291 $6.35M 0.19% -2,346 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: restricted; 2024Q4: 55,853 shares; 2025Q1: 69,106 shares; 2025Q2: 67,570 shares; 2025Q3: 56,610 shares; 2025Q4: 56,409 shares; 2026Q1: 57,016 shares 57,016 $6.32M 0.19% +607 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,579 shares; 2025Q1: 8,505 shares; 2025Q2: 8,531 shares; 2025Q3: 8,239 shares; 2025Q4: 8,225 shares; 2026Q1: 34,856 shares 34,856 $6.3M 0.19% +26,631 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,702 shares; 2025Q1: 25,463 shares; 2025Q2: 34,872 shares; 2025Q3: 34,713 shares; 2025Q4: 35,082 shares; 2026Q1: 20,773 shares 20,773 $6.28M 0.19% -14,309 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,121 shares; 2025Q1: 16,995 shares; 2025Q2: 19,932 shares; 2025Q3: 22,431 shares; 2025Q4: 28,948 shares; 2026Q1: 31,314 shares 31,314 $6.21M 0.19% +2,366 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,730 shares; 2025Q1: 73,179 shares; 2025Q2: 51,567 shares; 2025Q3: 157,491 shares; 2025Q4: 103,670 shares; 2026Q1: 62,528 shares 62,528 $6.21M 0.19% -41,142 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,724 shares; 2025Q2: 2,083 shares; 2025Q3: 2,075 shares; 2025Q4: 2,189 shares; 2026Q1: 42,104 shares 42,104 $6.15M 0.19% +39,915 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: restricted; 2024Q4: not reported; 2025Q1: 950 shares; 2025Q2: 1,140 shares; 2025Q3: 1,181 shares; 2025Q4: 1,366 shares; 2026Q1: 26,407 shares 26,407 $6.1M 0.19% +25,041 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,060 shares; 2025Q1: 5,362 shares; 2025Q2: 5,217 shares; 2025Q3: 5,287 shares; 2025Q4: 5,190 shares; 2026Q1: 30,487 shares 30,487 $6.04M 0.18% +25,297 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,731 shares; 2025Q1: 31,181 shares; 2025Q2: 33,952 shares; 2025Q3: 31,681 shares; 2025Q4: 29,893 shares; 2026Q1: 28,214 shares 28,214 $6.03M 0.18% -1,679 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 427 shares; 2025Q2: 41 shares; 2025Q3: 12,373 shares; 2025Q4: 219 shares; 2026Q1: 80,504 shares 80,504 $6.01M 0.18% +80,285 Timeline SAH SONIC AUTOMOTIVE INC More: the full row for SONIC AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87,494 shares 87,494 $6M 0.18% new 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: restricted; 2024Q4: 24,527 shares; 2025Q1: 19,678 shares; 2025Q2: 19,441 shares; 2025Q3: 19,766 shares; 2025Q4: 19,722 shares; 2026Q1: 128,007 shares 128,007 $5.94M 0.18% +108,285 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,964 shares; 2025Q1: 3,907 shares; 2025Q2: 4,236 shares; 2025Q3: 4,044 shares; 2025Q4: 5,705 shares; 2026Q1: 96,655 shares 96,655 $5.93M 0.18% +90,950 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 209,864 shares 209,864 $5.92M 0.18% new Timeline SCHE 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: restricted; 2024Q4: 174,090 shares; 2025Q1: 174,090 shares; 2025Q2: 174,090 shares; 2025Q3: 174,090 shares; 2025Q4: 179,023 shares; 2026Q1: 179,023 shares 179,023 $5.9M 0.18% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,428 shares; 2025Q2: 2,401 shares; 2025Q3: 2,148 shares; 2025Q4: 2,418 shares; 2026Q1: 45,384 shares 45,384 $5.89M 0.18% +42,966 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,181 shares; 2025Q1: 4,296 shares; 2025Q2: 4,037 shares; 2025Q3: 3,987 shares; 2025Q4: 3,882 shares; 2026Q1: 42,815 shares 42,815 $5.88M 0.18% +38,933 Timeline MLN 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: restricted; 2024Q4: 475,494 shares; 2025Q1: 472,312 shares; 2025Q2: 359,532 shares; 2025Q3: 334,696 shares; 2025Q4: 337,054 shares; 2026Q1: 336,045 shares 336,045 $5.86M 0.18% -1,009 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,946 shares; 2025Q4: 67,749 shares; 2026Q1: 73,946 shares 73,946 $5.85M 0.18% +6,197 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 33,730 shares 33,730 $5.85M 0.18% +33,719 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,843 shares; 2025Q1: 56,271 shares; 2025Q2: 56,274 shares; 2025Q3: 56,396 shares; 2025Q4: 60,639 shares; 2026Q1: 64,585 shares 64,585 $5.84M 0.18% +3,946 Timeline SBH SALLY BEAUTY HLDGS INC More: the full row for SALLY BEAUTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 417,890 shares 417,890 $5.79M 0.18% new Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,633 shares; 2025Q4: 38,409 shares; 2026Q1: 37,041 shares 37,041 $5.73M 0.17% -1,368 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: restricted; 2024Q4: 5,366 shares; 2025Q1: 21,293 shares; 2025Q2: 19,140 shares; 2025Q3: 19,660 shares; 2025Q4: 19,734 shares; 2026Q1: 35,163 shares 35,163 $5.69M 0.17% +15,429 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,256 shares; 2025Q1: 1,881 shares; 2025Q2: 2,348 shares; 2025Q3: 2,370 shares; 2025Q4: 2,476 shares; 2026Q1: 37,049 shares 37,049 $5.57M 0.17% +34,573 Timeline MMI MARCUS & MILLICHAP INC More: the full row for MARCUS & MILLICHAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 208,291 shares 208,291 $5.54M 0.17% new Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 548,625 shares 548,625 $5.42M 0.17% new Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,463 shares; 2025Q1: 90,322 shares; 2025Q2: 67,511 shares; 2025Q3: 68,192 shares; 2025Q4: 68,358 shares; 2026Q1: 70,962 shares 70,962 $5.39M 0.16% +2,604 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 157,084 shares; 2025Q4: 139,920 shares; 2026Q1: 144,501 shares 144,501 $5.38M 0.16% +4,581 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 267,927 shares; 2025Q1: 80,545 shares; 2025Q2: 11,312 shares; 2025Q3: 10,270 shares; 2025Q4: 10,244 shares; 2026Q1: 85,744 shares 85,744 $5.37M 0.16% +75,500 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,916 shares; 2025Q1: 10,675 shares; 2025Q2: 16,925 shares; 2025Q3: 17,186 shares; 2025Q4: 21,494 shares; 2026Q1: 115,340 shares 115,340 $5.37M 0.16% +93,846 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: restricted; 2024Q4: 33,454 shares; 2025Q1: 49,208 shares; 2025Q2: 62,130 shares; 2025Q3: 63,506 shares; 2025Q4: 67,000 shares; 2026Q1: 69,706 shares 69,706 $5.32M 0.16% +2,706 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: 2,870 shares; 2025Q2: 94 shares; 2025Q3: 1,664 shares; 2025Q4: 1,597 shares; 2026Q1: 24,312 shares 24,312 $5.32M 0.16% +22,715 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,064 shares; 2025Q1: 31,876 shares; 2025Q2: 62,988 shares; 2025Q3: 74,228 shares; 2025Q4: 66,960 shares; 2026Q1: 78,093 shares 78,093 $5.18M 0.16% +11,133 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,313 shares; 2025Q1: 340,883 shares; 2025Q2: 162,215 shares; 2025Q3: 170,990 shares; 2025Q4: 182,381 shares; 2026Q1: 79,723 shares 79,723 $5.1M 0.16% -102,658 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,905 shares; 2025Q1: 25,961 shares; 2025Q2: 26,932 shares; 2025Q3: 44,137 shares; 2025Q4: 45,064 shares; 2026Q1: 25,054 shares 25,054 $5.09M 0.16% -20,010 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,479 shares; 2025Q1: 108,147 shares; 2025Q2: 128,748 shares; 2025Q3: 128,352 shares; 2025Q4: 132,848 shares; 2026Q1: 127,812 shares 127,812 $5.04M 0.15% -5,036 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,508 shares 52,508 $4.97M 0.15% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,079 shares; 2025Q1: 16,234 shares; 2025Q2: 18,972 shares; 2025Q3: 17,920 shares; 2025Q4: 26,043 shares; 2026Q1: 28,619 shares 28,619 $4.95M 0.15% +2,576 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,502 shares 71,502 $4.94M 0.15% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,298 shares; 2025Q1: 180,913 shares; 2025Q2: 129,566 shares; 2025Q3: 147,364 shares; 2025Q4: 154,857 shares; 2026Q1: 52,019 shares 52,019 $4.89M 0.15% -102,838 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,350 shares; 2025Q1: 22,477 shares; 2025Q2: 33,493 shares; 2025Q3: 34,835 shares; 2025Q4: 32,998 shares; 2026Q1: 32,802 shares 32,802 $4.86M 0.15% -196 Timeline SCHM 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: restricted; 2024Q4: not reported; 2025Q1: 2,990 shares; 2025Q2: 121,596 shares; 2025Q3: 71,770 shares; 2025Q4: 73,073 shares; 2026Q1: 155,464 shares 155,464 $4.81M 0.15% +82,391 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 189,283 shares; 2025Q1: 189,223 shares; 2025Q2: 189,223 shares; 2025Q3: 189,210 shares; 2025Q4: 192,119 shares; 2026Q1: 193,555 shares 193,555 $4.8M 0.15% +1,436 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,777 shares; 2025Q1: 13,868 shares; 2025Q2: 14,349 shares; 2025Q3: 14,172 shares; 2025Q4: 14,255 shares; 2026Q1: 13,910 shares 13,910 $4.77M 0.15% -345 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,357 shares; 2025Q1: 49,676 shares; 2025Q2: 52,528 shares; 2025Q3: 63,992 shares; 2025Q4: 60,901 shares; 2026Q1: 22,719 shares 22,719 $4.7M 0.14% -38,182 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,571 shares; 2025Q1: 57 shares; 2025Q2: 115 shares; 2025Q3: 778 shares; 2025Q4: 1,606 shares; 2026Q1: 46,549 shares 46,549 $4.66M 0.14% +44,943 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,905 shares; 2025Q1: 32,801 shares; 2025Q2: 14,312 shares; 2025Q3: 13,864 shares; 2025Q4: 13,044 shares; 2026Q1: 10,613 shares 10,613 $4.64M 0.14% -2,431 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: restricted; 2024Q4: 3,902 shares; 2025Q1: 3,860 shares; 2025Q2: 4,271 shares; 2025Q3: 4,182 shares; 2025Q4: 4,254 shares; 2026Q1: 48,106 shares 48,106 $4.53M 0.14% +43,852 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,543 shares; 2025Q1: 40,294 shares; 2025Q2: 45,237 shares; 2025Q3: 46,521 shares; 2025Q4: 47,867 shares; 2026Q1: 24,403 shares 24,403 $4.5M 0.14% -23,464 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 674 shares; 2025Q1: 9,514 shares; 2025Q2: 792 shares; 2025Q3: 801 shares; 2025Q4: 806 shares; 2026Q1: 10,116 shares 10,116 $4.5M 0.14% +9,310 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 45,023 shares; 2025Q2: 1,129 shares; 2025Q3: 7,627 shares; 2025Q4: 5,634 shares; 2026Q1: 27,019 shares 27,019 $4.29M 0.13% +21,385 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,493 shares; 2025Q1: 26,654 shares; 2025Q2: 29,894 shares; 2025Q3: 29,574 shares; 2025Q4: 30,063 shares; 2026Q1: 16,223 shares 16,223 $4.17M 0.13% -13,840 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,110 shares; 2025Q1: 4,015 shares; 2025Q2: 4,081 shares; 2025Q3: 12,043 shares; 2025Q4: 13,058 shares; 2026Q1: 12,560 shares 12,560 $4.13M 0.13% -498 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,787 shares 95,787 $4.11M 0.13% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 34,991 shares 34,991 $4.1M 0.12% +34,978 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 122,834 shares 122,834 $4.08M 0.12% +122,778 Timeline NLR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 113 shares; 2026Q1: 30,388 shares 30,388 $4.05M 0.12% +30,275 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,366 shares; 2025Q1: 2,830 shares; 2025Q2: 3,183 shares; 2025Q3: 4,442 shares; 2025Q4: 4,406 shares; 2026Q1: 4,508 shares 4,508 $4.04M 0.12% +102 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,580 shares; 2025Q1: 10,946 shares; 2025Q2: 11,892 shares; 2025Q3: 11,088 shares; 2025Q4: 10,900 shares; 2026Q1: 16,474 shares 16,474 $4.02M 0.12% +5,574 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,727 shares; 2025Q2: 868 shares; 2025Q3: 3,015 shares; 2025Q4: 3,217 shares; 2026Q1: 60,807 shares 60,807 $4.01M 0.12% +57,590 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,532 shares; 2025Q1: 19,784 shares; 2025Q2: 24,208 shares; 2025Q3: 22,312 shares; 2025Q4: 24,034 shares; 2026Q1: 27,016 shares 27,016 $3.99M 0.12% +2,982 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: restricted; 2024Q4: 2,444 shares; 2025Q1: 2,154 shares; 2025Q2: 2,154 shares; 2025Q3: 3,058 shares; 2025Q4: 2,651 shares; 2026Q1: 2,650 shares 2,650 $3.9M 0.12% -1 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,034 shares; 2025Q1: 70,846 shares; 2025Q2: 68,307 shares; 2025Q3: 84,629 shares; 2025Q4: 86,024 shares; 2026Q1: 24,822 shares 24,822 $3.85M 0.12% -61,202 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: restricted; 2024Q4: 5,755 shares; 2025Q1: 6,087 shares; 2025Q2: 6,033 shares; 2025Q3: 5,978 shares; 2025Q4: 6,058 shares; 2026Q1: 56,527 shares 56,527 $3.85M 0.12% +50,469 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,845 shares 38,845 $3.78M 0.12% new Timeline FDIS 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: restricted; 2024Q4: 19,901 shares; 2025Q1: 27,552 shares; 2025Q2: 34,586 shares; 2025Q3: 32,276 shares; 2025Q4: 34,068 shares; 2026Q1: 40,526 shares 40,526 $3.78M 0.12% +6,458 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,685 shares; 2025Q1: 15,680 shares; 2025Q2: 16,705 shares; 2025Q3: 18,742 shares; 2025Q4: 18,465 shares; 2026Q1: 18,517 shares 18,517 $3.77M 0.11% +52 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 332,964 shares; 2025Q1: 96,478 shares; 2025Q2: 96,846 shares; 2025Q3: 109,457 shares; 2025Q4: 114,336 shares; 2026Q1: 128,269 shares 128,269 $3.72M 0.11% +13,933 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,094 shares; 2025Q1: 33,821 shares; 2025Q2: 8,312 shares; 2025Q3: 9,567 shares; 2025Q4: 9,299 shares; 2026Q1: 13,104 shares 13,104 $3.72M 0.11% +3,805 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: restricted; 2024Q4: 27,832 shares; 2025Q1: 30,634 shares; 2025Q2: 15,098 shares; 2025Q3: 52,219 shares; 2025Q4: 54,789 shares; 2026Q1: 45,246 shares 45,246 $3.71M 0.11% -9,543 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 612 shares; 2026Q1: 54,860 shares 54,860 $3.68M 0.11% +54,248 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,125 shares; 2025Q1: 7,156 shares; 2025Q2: 6,945 shares; 2025Q3: 12,084 shares; 2025Q4: 11,261 shares; 2026Q1: 15,049 shares 15,049 $3.65M 0.11% +3,788 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,727 shares 95,727 $3.62M 0.11% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,992 shares; 2025Q1: 58,845 shares; 2025Q2: 77,993 shares; 2025Q3: 83,633 shares; 2025Q4: 96,386 shares; 2026Q1: 26,366 shares 26,366 $3.48M 0.11% -70,020 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 311 shares; 2025Q2: 456 shares; 2025Q3: 475 shares; 2025Q4: 537 shares; 2026Q1: 44,534 shares 44,534 $3.48M 0.11% +43,997 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 40,339 shares 40,339 $3.42M 0.1% +40,149 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,471 shares; 2025Q1: 58,517 shares; 2025Q2: 19,200 shares; 2025Q3: 62,944 shares; 2025Q4: 67,280 shares; 2026Q1: 21,264 shares 21,264 $3.4M 0.1% -46,016 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,376 shares 11,376 $3.4M 0.1% new Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,938 shares; 2025Q1: 1,383 shares; 2025Q2: 1,039 shares; 2025Q3: 1,210 shares; 2025Q4: 1,153 shares; 2026Q1: 20,638 shares 20,638 $3.39M 0.1% +19,485 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,903 shares 5,903 $3.38M 0.1% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,450 shares; 2025Q1: 63,845 shares; 2025Q2: 58,957 shares; 2025Q3: 58,707 shares; 2025Q4: 69,066 shares; 2026Q1: 73,922 shares 73,922 $3.36M 0.1% +4,856 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 9,753 shares 9,753 $3.33M 0.1% +9,751 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,191 shares; 2025Q4: 997 shares; 2026Q1: 9,129 shares 9,129 $3.21M 0.1% +8,132 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 75,452 shares 75,452 $3.21M 0.1% +75,440 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,597 shares; 2025Q1: 36,757 shares; 2025Q2: 35,522 shares; 2025Q3: 36,162 shares; 2025Q4: 35,390 shares; 2026Q1: 33,734 shares 33,734 $3.13M 0.1% -1,656 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,496 shares; 2025Q1: 41,599 shares; 2025Q2: 39,915 shares; 2025Q3: 39,924 shares; 2025Q4: 40,707 shares; 2026Q1: 42,088 shares 42,088 $3.05M 0.09% +1,381 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,314 shares; 2025Q1: 40,493 shares; 2025Q2: 37,687 shares; 2025Q3: 49,484 shares; 2025Q4: 38,573 shares; 2026Q1: 38,389 shares 38,389 $2.92M 0.09% -184 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,860 shares; 2025Q1: 15,615 shares; 2025Q2: 17,015 shares; 2025Q3: 26,829 shares; 2025Q4: 22,791 shares; 2026Q1: 21,453 shares 21,453 $2.92M 0.09% -1,338 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,016 shares; 2025Q1: 256,191 shares; 2025Q2: 98,891 shares; 2025Q3: 104,830 shares; 2025Q4: 111,320 shares; 2026Q1: 43,481 shares 43,481 $2.91M 0.09% -67,839 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: restricted; 2024Q4: not reported; 2025Q1: 53,462 shares; 2025Q2: 168,129 shares; 2025Q3: 154,517 shares; 2025Q4: 163,223 shares; 2026Q1: 32,631 shares 32,631 $2.73M 0.08% -130,592 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,858 shares; 2025Q1: 1,807 shares; 2025Q2: 1,922 shares; 2025Q3: 2,130 shares; 2025Q4: 2,068 shares; 2026Q1: 3,075 shares 3,075 $2.68M 0.08% +1,007 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,703 shares; 2025Q1: 2,853 shares; 2025Q2: 2,809 shares; 2025Q3: 4,687 shares; 2025Q4: 4,015 shares; 2026Q1: 5,412 shares 5,412 $2.68M 0.08% +1,397 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129,876 shares; 2025Q1: 64,159 shares; 2025Q2: 9,004 shares; 2025Q3: 6,732 shares; 2025Q4: 6,333 shares; 2026Q1: 36,073 shares 36,073 $2.68M 0.08% +29,740 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,667 shares; 2025Q1: 66,728 shares; 2025Q2: 41,893 shares; 2025Q3: 34,007 shares; 2025Q4: 39,837 shares; 2026Q1: 11,778 shares 11,778 $2.66M 0.08% -28,059 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: restricted; 2024Q4: 21,057 shares; 2025Q1: 21,678 shares; 2025Q2: 22,982 shares; 2025Q3: 28,491 shares; 2025Q4: 26,911 shares; 2026Q1: 27,256 shares 27,256 $2.65M 0.08% +345 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244,285 shares; 2025Q1: 91,241 shares; 2025Q2: 25,226 shares; 2025Q3: 21,178 shares; 2025Q4: 20,073 shares; 2026Q1: 86,188 shares 86,188 $2.63M 0.08% +66,115 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,811 shares; 2025Q1: 3,621 shares; 2025Q2: 1,819 shares; 2025Q3: 2,245 shares; 2025Q4: 2,634 shares; 2026Q1: 4,398 shares 4,398 $2.63M 0.08% +1,764 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,488 shares; 2025Q1: 121,928 shares; 2025Q2: 116,568 shares; 2025Q3: 128,893 shares; 2025Q4: 143,593 shares; 2026Q1: 39,363 shares 39,363 $2.6M 0.08% -104,230 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,827 shares; 2025Q1: 7,854 shares; 2025Q2: 7,761 shares; 2025Q3: 8,113 shares; 2025Q4: 8,055 shares; 2026Q1: 7,540 shares 7,540 $2.55M 0.08% -515 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,113 shares; 2025Q1: 16,663 shares; 2025Q2: 23,351 shares; 2025Q3: 24,316 shares; 2025Q4: 24,925 shares; 2026Q1: 25,221 shares 25,221 $2.54M 0.08% +296 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,829 shares; 2025Q1: 4,991 shares; 2025Q2: 30,186 shares; 2025Q3: 5,364 shares; 2025Q4: 5,471 shares; 2026Q1: 12,231 shares 12,231 $2.54M 0.08% +6,760 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,802 shares; 2025Q1: 1,788 shares; 2025Q2: 1,978 shares; 2025Q3: 5,419 shares; 2025Q4: 4,763 shares; 2026Q1: 4,681 shares 4,681 $2.52M 0.08% -82 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175,663 shares; 2025Q4: 178,235 shares; 2026Q1: 33,517 shares 33,517 $2.51M 0.08% -144,718 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: restricted; 2024Q4: 28,169 shares; 2025Q1: 35,423 shares; 2025Q2: 39,591 shares; 2025Q3: 24,834 shares; 2025Q4: 50,439 shares; 2026Q1: 49,828 shares 49,828 $2.49M 0.08% -611 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,596 shares; 2025Q1: 2,552 shares; 2025Q2: 2,556 shares; 2025Q3: 2,660 shares; 2025Q4: 25,134 shares; 2026Q1: 25,791 shares 25,791 $2.48M 0.08% +657 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,031 shares; 2025Q1: 39,287 shares; 2025Q2: 39,424 shares; 2025Q3: 40,478 shares; 2025Q4: 51,573 shares; 2026Q1: 51,658 shares 51,658 $2.46M 0.07% +85 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: restricted; 2024Q4: 14,531 shares; 2025Q1: 18,859 shares; 2025Q2: 26,091 shares; 2025Q3: 26,825 shares; 2025Q4: 27,792 shares; 2026Q1: 28,816 shares 28,816 $2.45M 0.07% +1,024 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,377 shares; 2025Q1: 16,114 shares; 2025Q2: 16,862 shares; 2025Q3: 16,064 shares; 2025Q4: 15,713 shares; 2026Q1: 16,644 shares 16,644 $2.45M 0.07% +931 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,233 shares; 2025Q1: 815 shares; 2025Q2: 476,798 shares; 2025Q3: 93,861 shares; 2025Q4: 94,420 shares; 2026Q1: 27,477 shares 27,477 $2.43M 0.07% -66,943 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,561 shares; 2025Q1: 5,988 shares; 2025Q2: 6,173 shares; 2025Q3: 15,471 shares; 2025Q4: 12,324 shares; 2026Q1: 18,294 shares 18,294 $2.4M 0.07% +5,970 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,195 shares; 2025Q1: 47,085 shares; 2025Q2: 21,915 shares; 2025Q3: 19,178 shares; 2025Q4: 19,977 shares; 2026Q1: 20,140 shares 20,140 $2.37M 0.07% +163 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,653 shares; 2025Q1: 16,654 shares; 2025Q2: 16,655 shares; 2025Q3: 16,949 shares; 2025Q4: 17,029 shares; 2026Q1: 16,833 shares 16,833 $2.33M 0.07% -196 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,859 shares; 2025Q1: 11,977 shares; 2025Q2: 15,434 shares; 2025Q3: 13,239 shares; 2025Q4: 13,419 shares; 2026Q1: 13,635 shares 13,635 $2.3M 0.07% +216 Timeline SHOO MADDEN STEVEN LTD More: the full row for MADDEN STEVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,187 shares; 2025Q2: 32,014 shares; 2025Q3: 324,218 shares; 2025Q4: 280,304 shares; 2026Q1: 66,237 shares 66,237 $2.25M 0.07% -214,067 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,475 shares; 2025Q1: 8,109 shares; 2025Q2: 8,377 shares; 2025Q3: 25,270 shares; 2025Q4: 23,453 shares; 2026Q1: 23,046 shares 23,046 $2.22M 0.07% -407 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: restricted; 2024Q4: 6,902 shares; 2025Q1: 6,731 shares; 2025Q2: 11,888 shares; 2025Q3: 4,328 shares; 2025Q4: 8,753 shares; 2026Q1: 36,222 shares 36,222 $2.22M 0.07% +27,469 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,313 shares; 2025Q1: 12,659 shares; 2025Q2: 11,874 shares; 2025Q3: 11,910 shares; 2025Q4: 12,154 shares; 2026Q1: 12,101 shares 12,101 $2.18M 0.07% -53 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 491 shares; 2025Q1: 490 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 523 shares; 2026Q1: 508 shares 508 $2.14M 0.07% -15 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: restricted; 2024Q4: 31,404 shares; 2025Q1: 5,858 shares; 2025Q2: 38,308 shares; 2025Q3: 34,829 shares; 2025Q4: 36,095 shares; 2026Q1: 6,176 shares 6,176 $2.11M 0.06% -29,919 Timeline XLRE 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: restricted; 2024Q4: 46,877 shares; 2025Q1: 56,942 shares; 2025Q2: 56,349 shares; 2025Q3: 40,708 shares; 2025Q4: 44,142 shares; 2026Q1: 51,572 shares 51,572 $2.11M 0.06% +7,430 Timeline SCHB 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: restricted; 2024Q4: 44,348 shares; 2025Q1: 180,537 shares; 2025Q2: 89,795 shares; 2025Q3: 94,687 shares; 2025Q4: 128,144 shares; 2026Q1: 83,701 shares 83,701 $2.1M 0.06% -44,443 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 833 shares; 2025Q1: not reported; 2025Q2: 4,443 shares; 2025Q3: 4,443 shares; 2025Q4: 4,443 shares; 2026Q1: 4,352 shares 4,352 $2.09M 0.06% -91 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,601 shares; 2025Q1: 4,094 shares; 2025Q2: 4,298 shares; 2025Q3: 4,134 shares; 2025Q4: 4,384 shares; 2026Q1: 10,759 shares 10,759 $2.09M 0.06% +6,375 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,092 shares; 2025Q1: 51,605 shares; 2025Q2: 126,924 shares; 2025Q3: 54,788 shares; 2025Q4: 166,942 shares; 2026Q1: 35,843 shares 35,843 $2.07M 0.06% -131,099 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,112 shares; 2025Q1: 12,611 shares; 2025Q2: 12,686 shares; 2025Q3: 25,672 shares; 2025Q4: 21,961 shares; 2026Q1: 22,047 shares 22,047 $2.05M 0.06% +86 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $2.03M 0.06% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 774 shares; 2025Q2: 774 shares; 2025Q3: 5,973 shares; 2025Q4: 5,899 shares; 2026Q1: 5,871 shares 5,871 $2.03M 0.06% -28 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,324 shares; 2025Q1: 26,857 shares; 2025Q2: 67,538 shares; 2025Q3: 70,352 shares; 2025Q4: 72,224 shares; 2026Q1: 14,756 shares 14,756 $2M 0.06% -57,468 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,306 shares; 2025Q1: 60,145 shares; 2025Q2: 30,492 shares; 2025Q3: 71,328 shares; 2025Q4: 87,807 shares; 2026Q1: 44,132 shares 44,132 $2M 0.06% -43,675 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 380,672 shares; 2025Q1: 131,196 shares; 2025Q2: 32,383 shares; 2025Q3: 32,064 shares; 2025Q4: 33,041 shares; 2026Q1: 39,311 shares 39,311 $1.96M 0.06% +6,270 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,677 shares; 2025Q1: 15,364 shares; 2025Q2: 14,443 shares; 2025Q3: 13,722 shares; 2025Q4: 15,334 shares; 2026Q1: 15,991 shares 15,991 $1.94M 0.06% +657 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: restricted; 2024Q4: 23,637 shares; 2025Q1: 18,672 shares; 2025Q2: 18,224 shares; 2025Q3: 16,184 shares; 2025Q4: 15,898 shares; 2026Q1: 14,700 shares 14,700 $1.93M 0.06% -1,198 Timeline FHLC 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: restricted; 2024Q4: not reported; 2025Q1: 1,665 shares; 2025Q2: 29,559 shares; 2025Q3: 38,748 shares; 2025Q4: 40,146 shares; 2026Q1: 27,187 shares 27,187 $1.91M 0.06% -12,959 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,491 shares; 2025Q1: 16,498 shares; 2025Q2: 16,823 shares; 2025Q3: 18,206 shares; 2025Q4: 11,383 shares; 2026Q1: 14,454 shares 14,454 $1.89M 0.06% +3,071 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,679 shares; 2025Q1: 4,777 shares; 2025Q2: 5,798 shares; 2025Q3: 7,324 shares; 2025Q4: 7,255 shares; 2026Q1: 9,395 shares 9,395 $1.87M 0.06% +2,140 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,316 shares; 2025Q1: 20,082 shares; 2025Q2: 18,910 shares; 2025Q3: 17,087 shares; 2025Q4: 18,982 shares; 2026Q1: 20,522 shares 20,522 $1.87M 0.06% +1,540 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,194 shares; 2025Q1: 17,400 shares; 2025Q2: 16,711 shares; 2025Q3: 16,244 shares; 2025Q4: 41,692 shares; 2026Q1: 8,108 shares 8,108 $1.86M 0.06% -33,584 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,767 shares; 2025Q1: 23,104 shares; 2025Q2: 23,679 shares; 2025Q3: 25,694 shares; 2025Q4: 28,844 shares; 2026Q1: 28,761 shares 28,761 $1.84M 0.06% -83 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,726 shares; 2025Q1: 12,016 shares; 2025Q2: 12,510 shares; 2025Q3: 13,244 shares; 2025Q4: 15,921 shares; 2026Q1: 3,252 shares 3,252 $1.83M 0.06% -12,669 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,582 shares; 2025Q1: 19,137 shares; 2025Q2: 22,203 shares; 2025Q3: 19,987 shares; 2025Q4: 20,345 shares; 2026Q1: 21,332 shares 21,332 $1.83M 0.06% +987 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: restricted; 2024Q4: not reported; 2025Q1: 34,768 shares; 2025Q2: 42,892 shares; 2025Q3: 61,187 shares; 2025Q4: 10,832 shares; 2026Q1: 9,606 shares 9,606 $1.82M 0.06% -1,226 Timeline FCOM 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: restricted; 2024Q4: 27,608 shares; 2025Q1: 17,662 shares; 2025Q2: 19,815 shares; 2025Q3: 18,872 shares; 2025Q4: 19,955 shares; 2026Q1: 26,415 shares 26,415 $1.8M 0.05% +6,460 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,301 shares; 2025Q2: 13,519 shares; 2025Q3: 3,424 shares; 2025Q4: 3,410 shares; 2026Q1: 3,305 shares 3,305 $1.8M 0.05% -105 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,272 shares; 2025Q1: 9,220 shares; 2025Q2: 9,619 shares; 2025Q3: 11,163 shares; 2025Q4: 11,965 shares; 2026Q1: 18,607 shares 18,607 $1.79M 0.05% +6,642 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 155,865 shares; 2026Q1: 123,095 shares 123,095 $1.75M 0.05% -32,770 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,923 shares; 2025Q1: 32,806 shares; 2025Q2: 33,237 shares; 2025Q3: 35,443 shares; 2025Q4: 37,275 shares; 2026Q1: 35,190 shares 35,190 $1.75M 0.05% -2,085 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,290 shares; 2025Q1: 1,925 shares; 2025Q2: 2,601 shares; 2025Q3: 3,867 shares; 2025Q4: 4,065 shares; 2026Q1: 4,017 shares 4,017 $1.73M 0.05% -48 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,729 shares; 2025Q1: 7,867 shares; 2025Q2: 8,287 shares; 2025Q3: 13,132 shares; 2025Q4: 13,295 shares; 2026Q1: 19,150 shares 19,150 $1.72M 0.05% +5,855 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,762 shares; 2025Q1: 24,860 shares; 2025Q2: 25,314 shares; 2025Q3: 38,108 shares; 2025Q4: 33,387 shares; 2026Q1: 33,810 shares 33,810 $1.7M 0.05% +423 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,015 shares; 2025Q1: 7,834 shares; 2025Q2: 8,111 shares; 2025Q3: 14,281 shares; 2025Q4: 13,791 shares; 2026Q1: 13,383 shares 13,383 $1.69M 0.05% -408 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,087 shares 28,087 $1.67M 0.05% new 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: restricted; 2024Q4: not reported; 2025Q1: 228 shares; 2025Q2: 62,036 shares; 2025Q3: 63,409 shares; 2025Q4: 64,718 shares; 2026Q1: 64,988 shares 64,988 $1.67M 0.05% +270 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 864 shares; 2025Q1: 1,486 shares; 2025Q2: 1,183 shares; 2025Q3: 18,366 shares; 2025Q4: 1,646 shares; 2026Q1: 5,680 shares 5,680 $1.66M 0.05% +4,034 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,165 shares; 2025Q1: 2,303 shares; 2025Q2: 2,264 shares; 2025Q3: 8,518 shares; 2025Q4: 6,398 shares; 2026Q1: 6,378 shares 6,378 $1.66M 0.05% -20 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,460 shares; 2025Q1: 7,420 shares; 2025Q2: 6,247 shares; 2025Q3: 7,004 shares; 2025Q4: 7,176 shares; 2026Q1: 6,605 shares 6,605 $1.64M 0.05% -571 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,497 shares; 2025Q1: 3,460 shares; 2025Q2: 2,088 shares; 2025Q3: 3,022 shares; 2025Q4: 3,271 shares; 2026Q1: 2,833 shares 2,833 $1.64M 0.05% -438 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,860 shares; 2025Q1: 13,680 shares; 2025Q2: 15,331 shares; 2025Q3: 14,820 shares; 2025Q4: 15,053 shares; 2026Q1: 14,079 shares 14,079 $1.6M 0.05% -974 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,168 shares; 2025Q1: 31,711 shares; 2025Q2: 34,150 shares; 2025Q3: 35,631 shares; 2025Q4: 34,567 shares; 2026Q1: 32,519 shares 32,519 $1.58M 0.05% -2,048 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,862 shares; 2025Q1: 5,053 shares; 2025Q2: 5,133 shares; 2025Q3: 5,094 shares; 2025Q4: 34,368 shares; 2026Q1: 4,952 shares 4,952 $1.58M 0.05% -29,416 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,572 shares; 2025Q1: 1,376 shares; 2025Q2: 1,724 shares; 2025Q3: 5,613 shares; 2025Q4: 5,281 shares; 2026Q1: 5,468 shares 5,468 $1.57M 0.05% +187 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,520 shares; 2025Q1: 8,893 shares; 2025Q2: 8,556 shares; 2025Q3: 10,131 shares; 2025Q4: 9,348 shares; 2026Q1: 9,384 shares 9,384 $1.55M 0.05% +36 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: restricted; 2024Q4: 3,633 shares; 2025Q1: 3,189 shares; 2025Q2: 5,676 shares; 2025Q3: 5,721 shares; 2025Q4: 5,673 shares; 2026Q1: 5,580 shares 5,580 $1.51M 0.05% -93 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: restricted; 2024Q4: 8,479 shares; 2025Q1: 7,218 shares; 2025Q2: 9,424 shares; 2025Q3: 8,570 shares; 2025Q4: 8,810 shares; 2026Q1: 8,250 shares 8,250 $1.5M 0.05% -560 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,291 shares; 2025Q2: 7,105 shares; 2025Q3: 6,360 shares; 2025Q4: 6,204 shares; 2026Q1: 3,884 shares 3,884 $1.48M 0.05% -2,320 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,433 shares; 2025Q1: 20,144 shares; 2025Q2: 20,526 shares; 2025Q3: 20,422 shares; 2025Q4: 19,445 shares; 2026Q1: 18,466 shares 18,466 $1.47M 0.04% -979 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,133 shares; 2025Q1: 9,499 shares; 2025Q2: 7,863 shares; 2025Q3: 7,903 shares; 2025Q4: 6,700 shares; 2026Q1: 7,366 shares 7,366 $1.44M 0.04% +666 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335,037 shares; 2025Q4: 337,592 shares; 2026Q1: 57,732 shares 57,732 $1.44M 0.04% -279,860 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: restricted; 2024Q4: 32,797 shares; 2025Q1: 31,144 shares; 2025Q2: 31,165 shares; 2025Q3: 34,505 shares; 2025Q4: 39,646 shares; 2026Q1: 6,728 shares 6,728 $1.41M 0.04% -32,918 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,722 shares; 2025Q1: 3,522 shares; 2025Q2: 3,689 shares; 2025Q3: 6,034 shares; 2025Q4: 5,233 shares; 2026Q1: 3,964 shares 3,964 $1.41M 0.04% -1,269 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 29 shares; 2025Q3: 802 shares; 2025Q4: 2,110 shares; 2026Q1: 16,252 shares 16,252 $1.41M 0.04% +14,142 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,621 shares; 2026Q1: 84,625 shares 84,625 $1.41M 0.04% -5,996 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,749 shares; 2025Q1: 3,003 shares; 2025Q2: 3,052 shares; 2025Q3: 6,173 shares; 2025Q4: 5,793 shares; 2026Q1: 5,990 shares 5,990 $1.38M 0.04% +197 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,607 shares; 2025Q4: 1,687 shares; 2026Q1: 35,678 shares 35,678 $1.37M 0.04% +33,991 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,996 shares; 2025Q1: 9,545 shares; 2025Q2: 9,427 shares; 2025Q3: 9,537 shares; 2025Q4: 4,337 shares; 2026Q1: 4,135 shares 4,135 $1.33M 0.04% -202 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,907 shares; 2025Q1: 5,664 shares; 2025Q2: 4,652 shares; 2025Q3: 4,623 shares; 2025Q4: 4,743 shares; 2026Q1: 4,696 shares 4,696 $1.32M 0.04% -47 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,604 shares; 2025Q1: 7,561 shares; 2025Q2: 7,835 shares; 2025Q3: 8,353 shares; 2025Q4: 8,307 shares; 2026Q1: 7,915 shares 7,915 $1.3M 0.04% -392 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: restricted; 2024Q4: 14,884 shares; 2025Q1: 27,101 shares; 2025Q2: 29,024 shares; 2025Q3: 29,724 shares; 2025Q4: 30,894 shares; 2026Q1: 18,133 shares 18,133 $1.29M 0.04% -12,761 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,413 shares; 2025Q1: 20,514 shares; 2025Q2: 24,014 shares; 2025Q3: 24,188 shares; 2025Q4: 25,486 shares; 2026Q1: 24,684 shares 24,684 $1.28M 0.04% -802 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 18,740 shares; 2025Q2: 10,123 shares; 2025Q3: 12,208 shares; 2025Q4: 7,941 shares; 2026Q1: 11,679 shares 11,679 $1.28M 0.04% +3,738 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,039 shares; 2025Q1: 1,014 shares; 2025Q2: 1,022 shares; 2025Q3: 1,118 shares; 2025Q4: 1,171 shares; 2026Q1: 1,155 shares 1,155 $1.26M 0.04% -16 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: restricted; 2024Q4: 7,096 shares; 2025Q1: 8,952 shares; 2025Q2: 3,799 shares; 2025Q3: 4,604 shares; 2025Q4: 4,485 shares; 2026Q1: 4,565 shares 4,565 $1.24M 0.04% +80 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,714 shares; 2025Q1: 4,309 shares; 2025Q2: 3,218 shares; 2025Q3: 3,289 shares; 2025Q4: 3,660 shares; 2026Q1: 9,187 shares 9,187 $1.24M 0.04% +5,527 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,156 shares; 2025Q1: 67,432 shares; 2025Q2: 7,083 shares; 2025Q3: 86,156 shares; 2025Q4: 8,591 shares; 2026Q1: 23,492 shares 23,492 $1.24M 0.04% +14,901 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152,340 shares; 2025Q1: 158,719 shares; 2025Q2: 168,899 shares; 2025Q3: 182,161 shares; 2025Q4: 232,096 shares; 2026Q1: 42,998 shares 42,998 $1.23M 0.04% -189,098 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,729 shares; 2025Q1: 7,220 shares; 2025Q2: 7,677 shares; 2025Q3: 9,562 shares; 2025Q4: 9,763 shares; 2026Q1: 9,690 shares 9,690 $1.23M 0.04% -73 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,180 shares; 2025Q1: 14,810 shares; 2025Q2: 8,019 shares; 2025Q3: 15,716 shares; 2025Q4: 15,255 shares; 2026Q1: 14,703 shares 14,703 $1.22M 0.04% -552 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 93 shares; 2025Q3: 104 shares; 2025Q4: 414 shares; 2026Q1: 6,520 shares 6,520 $1.22M 0.04% +6,106 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 37,119 shares; 2025Q2: 30,759 shares; 2025Q3: 56,263 shares; 2025Q4: 37,978 shares; 2026Q1: 23,972 shares 23,972 $1.21M 0.04% -14,006 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 298 shares; 2025Q2: 1,273 shares; 2025Q3: 2,115 shares; 2025Q4: 2,555 shares; 2026Q1: 9,960 shares 9,960 $1.18M 0.04% +7,405 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,980 shares; 2025Q1: 4,484 shares; 2025Q2: 3,822 shares; 2025Q3: 4,643 shares; 2025Q4: 4,574 shares; 2026Q1: 4,330 shares 4,330 $1.18M 0.04% -244 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,146 shares; 2025Q1: 5,883 shares; 2025Q2: 7,460 shares; 2025Q3: 5,959 shares; 2025Q4: 5,642 shares; 2026Q1: 6,523 shares 6,523 $1.17M 0.04% +881 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,193 shares; 2025Q1: 16,012 shares; 2025Q2: 17,060 shares; 2025Q3: 16,847 shares; 2025Q4: 17,775 shares; 2026Q1: 16,690 shares 16,690 $1.16M 0.04% -1,085 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: restricted; 2024Q4: 8,588 shares; 2025Q1: 8,596 shares; 2025Q2: 9,177 shares; 2025Q3: 9,265 shares; 2025Q4: 9,566 shares; 2026Q1: 9,798 shares 9,798 $1.16M 0.04% +232 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,914 shares; 2025Q1: 6,587 shares; 2025Q2: 6,953 shares; 2025Q3: 8,454 shares; 2025Q4: 9,506 shares; 2026Q1: 8,772 shares 8,772 $1.15M 0.04% -734 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 36,811 shares; 2025Q2: 4,461 shares; 2025Q3: 6,302 shares; 2025Q4: 861 shares; 2026Q1: 13,949 shares 13,949 $1.14M 0.03% +13,088 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: restricted; 2024Q4: 4,539 shares; 2025Q1: 59,286 shares; 2025Q2: 62,142 shares; 2025Q3: 76,279 shares; 2025Q4: 92,262 shares; 2026Q1: 13,316 shares 13,316 $1.14M 0.03% -78,946 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,443 shares; 2025Q1: 47,232 shares; 2025Q2: 52,795 shares; 2025Q3: 90,250 shares; 2025Q4: 91,146 shares; 2026Q1: 97,433 shares 97,433 $1.12M 0.03% +6,287 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,173 shares; 2025Q1: 3,642 shares; 2025Q2: 3,047 shares; 2025Q3: 4,192 shares; 2025Q4: 4,107 shares; 2026Q1: 6,107 shares 6,107 $1.11M 0.03% +2,000 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,688 shares; 2025Q1: 1,650 shares; 2025Q2: 2,014 shares; 2025Q3: 5,558 shares; 2025Q4: 5,926 shares; 2026Q1: 6,930 shares 6,930 $1.11M 0.03% +1,004 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,390 shares; 2025Q1: 31,235 shares; 2025Q2: 47,032 shares; 2025Q3: 35,873 shares; 2025Q4: 37,291 shares; 2026Q1: 39,532 shares 39,532 $1.11M 0.03% +2,241 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,756 shares; 2025Q1: 1,696 shares; 2025Q2: 1,831 shares; 2025Q3: 3,981 shares; 2025Q4: 3,561 shares; 2026Q1: 3,384 shares 3,384 $1.11M 0.03% -177 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,631 shares; 2025Q1: 26,631 shares; 2025Q2: 26,631 shares; 2025Q3: 26,631 shares; 2025Q4: 26,258 shares; 2026Q1: 25,999 shares 25,999 $1.11M 0.03% -259 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: restricted; 2024Q4: not reported; 2025Q1: 2,758 shares; 2025Q2: 2,947 shares; 2025Q3: 3,105 shares; 2025Q4: 3,312 shares; 2026Q1: 5,312 shares 5,312 $1.1M 0.03% +2,000 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: restricted; 2024Q4: 6,791 shares; 2025Q1: 6,717 shares; 2025Q2: 7,273 shares; 2025Q3: 7,101 shares; 2025Q4: 7,981 shares; 2026Q1: 7,801 shares 7,801 $1.1M 0.03% -180 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: restricted; 2024Q4: 85,739 shares; 2025Q1: 89,891 shares; 2025Q2: 19,273 shares; 2025Q3: 17,102 shares; 2025Q4: 15,527 shares; 2026Q1: 15,439 shares 15,439 $1.1M 0.03% -88 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,426 shares; 2025Q1: 8,469 shares; 2025Q2: 4,746 shares; 2025Q3: 6,120 shares; 2025Q4: 5,823 shares; 2026Q1: 5,456 shares 5,456 $1.08M 0.03% -367 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,375 shares; 2025Q1: 16,144 shares; 2025Q2: 15,415 shares; 2025Q3: 15,090 shares; 2025Q4: 14,205 shares; 2026Q1: 14,076 shares 14,076 $1.07M 0.03% -129 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,132 shares; 2025Q1: 11,781 shares; 2025Q2: 11,406 shares; 2025Q3: 10,820 shares; 2025Q4: 10,675 shares; 2026Q1: 10,965 shares 10,965 $1.05M 0.03% +290 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,062 shares; 2025Q1: 7,861 shares; 2025Q2: 6,922 shares; 2025Q3: 7,073 shares; 2025Q4: 7,582 shares; 2026Q1: 8,152 shares 8,152 $1.04M 0.03% +570 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: restricted; 2024Q4: 3,727 shares; 2025Q1: 3,719 shares; 2025Q2: 3,348 shares; 2025Q3: 3,247 shares; 2025Q4: 3,431 shares; 2026Q1: 3,231 shares 3,231 $1.04M 0.03% -200 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 169,476 shares; 2025Q1: 55,347 shares; 2025Q2: 30,078 shares; 2025Q3: 27,025 shares; 2025Q4: 27,633 shares; 2026Q1: 26,715 shares 26,715 $1.03M 0.03% -918 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 409 shares; 2025Q2: 325 shares; 2025Q3: 511 shares; 2025Q4: 555 shares; 2026Q1: 5,656 shares 5,656 $1.02M 0.03% +5,101 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,744 shares; 2025Q2: 17,411 shares; 2025Q3: 17,411 shares; 2025Q4: 14,996 shares; 2026Q1: 11,012 shares 11,012 $1.02M 0.03% -3,984 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,744 shares; 2025Q1: 15,279 shares; 2025Q2: 13,495 shares; 2025Q3: 14,885 shares; 2025Q4: 15,027 shares; 2026Q1: 14,142 shares 14,142 $1.02M 0.03% -885 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,640 shares; 2025Q1: 19,045 shares; 2025Q2: 20,761 shares; 2025Q3: 22,426 shares; 2025Q4: 24,200 shares; 2026Q1: 22,925 shares 22,925 $1.01M 0.03% -1,275 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,567 shares; 2025Q1: 2,529 shares; 2025Q2: 2,652 shares; 2025Q3: 2,664 shares; 2025Q4: 2,674 shares; 2026Q1: 2,816 shares 2,816 $1.01M 0.03% +142 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,761 shares; 2025Q1: 1,113 shares; 2025Q2: 3,447 shares; 2025Q3: 3,441 shares; 2025Q4: 3,462 shares; 2026Q1: 3,388 shares 3,388 $1M 0.03% -74 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,433 shares; 2025Q1: 33,816 shares; 2025Q2: 33,961 shares; 2025Q3: 34,762 shares; 2025Q4: 38,918 shares; 2026Q1: 39,750 shares 39,750 $996K 0.03% +832 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,563 shares; 2025Q1: 6,123 shares; 2025Q2: 6,169 shares; 2025Q3: 11,062 shares; 2025Q4: 11,070 shares; 2026Q1: 11,765 shares 11,765 $985K 0.03% +695 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,351 shares; 2025Q1: 1,336 shares; 2025Q2: 1,527 shares; 2025Q3: 5,469 shares; 2025Q4: 3,956 shares; 2026Q1: 3,899 shares 3,899 $978K 0.03% -57 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: restricted; 2024Q4: 789 shares; 2025Q1: 987 shares; 2025Q2: 1,006 shares; 2025Q3: 1,442 shares; 2025Q4: 1,553 shares; 2026Q1: 1,420 shares 1,420 $969K 0.03% -133 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,937 shares; 2025Q1: 7,593 shares; 2025Q2: 7,703 shares; 2025Q3: 7,743 shares; 2025Q4: 7,914 shares; 2026Q1: 7,834 shares 7,834 $962K 0.03% -80 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,859 shares; 2025Q1: 27,324 shares; 2025Q2: 33,517 shares; 2025Q3: 32,813 shares; 2025Q4: 33,907 shares; 2026Q1: 34,958 shares 34,958 $960K 0.03% +1,051 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,028 shares; 2025Q1: 12,494 shares; 2025Q2: 10,019 shares; 2025Q3: 10,153 shares; 2025Q4: 10,528 shares; 2026Q1: 11,612 shares 11,612 $958K 0.03% +1,084 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,662 shares; 2025Q1: 19,990 shares; 2025Q2: 18,709 shares; 2025Q3: 18,424 shares; 2025Q4: 21,127 shares; 2026Q1: 25,865 shares 25,865 $934K 0.03% +4,738 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,825 shares; 2025Q1: 1,873 shares; 2025Q2: 1,931 shares; 2025Q3: 2,160 shares; 2025Q4: 2,165 shares; 2026Q1: 2,003 shares 2,003 $923K 0.03% -162 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 737 shares; 2025Q2: 2,548 shares; 2025Q3: 3,202 shares; 2025Q4: 4,543 shares; 2026Q1: 6,232 shares 6,232 $912K 0.03% +1,689 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,661 shares; 2025Q1: 17,027 shares; 2025Q2: 16,895 shares; 2025Q3: 29,041 shares; 2025Q4: 28,221 shares; 2026Q1: 27,141 shares 27,141 $910K 0.03% -1,080 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,586 shares; 2025Q2: 534 shares; 2025Q3: 5,828 shares; 2025Q4: 4,832 shares; 2026Q1: 30,049 shares 30,049 $907K 0.03% +25,217 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: restricted; 2024Q4: 18,985 shares; 2025Q1: 15,618 shares; 2025Q2: 19,330 shares; 2025Q3: 24,026 shares; 2025Q4: 22,064 shares; 2026Q1: 22,015 shares 22,015 $904K 0.03% -49 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,544 shares; 2025Q1: 13,294 shares; 2025Q2: 10,849 shares; 2025Q3: 10,660 shares; 2025Q4: 10,962 shares; 2026Q1: 10,971 shares 10,971 $902K 0.03% +9 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,066 shares; 2025Q1: 3,054 shares; 2025Q2: 2,393 shares; 2025Q3: 2,373 shares; 2025Q4: 2,333 shares; 2026Q1: 2,256 shares 2,256 $902K 0.03% -77 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: restricted; 2024Q4: 9,220 shares; 2025Q1: 778 shares; 2025Q2: 778 shares; 2025Q3: 11,208 shares; 2025Q4: 13,880 shares; 2026Q1: 13,116 shares 13,116 $894K 0.03% -764 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,167 shares; 2025Q1: 43,013 shares; 2025Q2: 60,165 shares; 2025Q3: 71,657 shares; 2025Q4: 9,799 shares; 2026Q1: 9,065 shares 9,065 $892K 0.03% -734 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,263 shares; 2025Q2: 4,585 shares; 2025Q3: 13,139 shares; 2025Q4: 5,548 shares; 2026Q1: 15,696 shares 15,696 $882K 0.03% +10,148 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: restricted; 2024Q4: 32,874 shares; 2025Q1: 76,375 shares; 2025Q2: 59,399 shares; 2025Q3: 54,883 shares; 2025Q4: 53,279 shares; 2026Q1: 17,575 shares 17,575 $868K 0.03% -35,704 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,639 shares; 2025Q1: 1,787 shares; 2025Q2: 1,754 shares; 2025Q3: 1,806 shares; 2025Q4: 1,938 shares; 2026Q1: 1,940 shares 1,940 $866K 0.03% +2 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,330 shares; 2025Q2: 2,210 shares; 2025Q3: 2,181 shares; 2025Q4: 2,212 shares; 2026Q1: 2,210 shares 2,210 $866K 0.03% -2 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: restricted; 2024Q4: 8,628 shares; 2025Q1: 3,669 shares; 2025Q2: 3,378 shares; 2025Q3: 4,888 shares; 2025Q4: 3,551 shares; 2026Q1: 3,495 shares 3,495 $864K 0.03% -56 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,676 shares; 2025Q1: 2,315 shares; 2025Q2: 2,312 shares; 2025Q3: 8,763 shares; 2025Q4: 5,826 shares; 2026Q1: 4,813 shares 4,813 $831K 0.03% -1,013 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,558 shares; 2025Q2: 5,604 shares; 2025Q3: 26,271 shares; 2025Q4: 19,412 shares; 2026Q1: 16,917 shares 16,917 $817K 0.02% -2,495 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,389 shares; 2025Q1: 4,851 shares; 2025Q2: 9,591 shares; 2025Q3: 18,895 shares; 2025Q4: 17,331 shares; 2026Q1: 17,491 shares 17,491 $812K 0.02% +160 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,046 shares; 2025Q1: 17,513 shares; 2025Q2: 17,595 shares; 2025Q3: 21,152 shares; 2025Q4: 17,454 shares; 2026Q1: 14,982 shares 14,982 $810K 0.02% -2,472 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,995 shares; 2025Q1: 6,496 shares; 2025Q2: 6,341 shares; 2025Q3: 6,735 shares; 2025Q4: 7,218 shares; 2026Q1: 8,281 shares 8,281 $799K 0.02% +1,063 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,301 shares; 2025Q1: 7,310 shares; 2025Q2: 9,437 shares; 2025Q3: 9,278 shares; 2025Q4: 9,652 shares; 2026Q1: 17,203 shares 17,203 $799K 0.02% +7,551 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,895 shares; 2025Q1: 10,068 shares; 2025Q2: 9,883 shares; 2025Q3: 9,267 shares; 2025Q4: 9,481 shares; 2026Q1: 9,443 shares 9,443 $797K 0.02% -38 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,568 shares; 2026Q1: 6,906 shares 6,906 $797K 0.02% +338 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,612 shares; 2025Q1: 9,875 shares; 2025Q2: 8,074 shares; 2025Q3: 12,882 shares; 2025Q4: 12,757 shares; 2026Q1: 14,046 shares 14,046 $791K 0.02% +1,289 Timeline FRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 28,964 shares; 2025Q2: 5,550 shares; 2025Q3: 10,161 shares; 2025Q4: 3,358 shares; 2026Q1: 27,759 shares 27,759 $790K 0.02% +24,401 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: restricted; 2024Q4: 31,535 shares; 2025Q1: 26,952 shares; 2025Q2: 31,470 shares; 2025Q3: 4,309 shares; 2025Q4: 4,256 shares; 2026Q1: 4,253 shares 4,253 $776K 0.02% -3 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,252 shares; 2025Q1: 5,365 shares; 2025Q2: 5,041 shares; 2025Q3: 4,893 shares; 2025Q4: 4,314 shares; 2026Q1: 4,299 shares 4,299 $774K 0.02% -15 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: restricted; 2024Q4: 2,484 shares; 2025Q1: 2,088 shares; 2025Q2: 1,837 shares; 2025Q3: 1,913 shares; 2025Q4: 1,984 shares; 2026Q1: 1,949 shares 1,949 $773K 0.02% -35 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: restricted; 2024Q4: 1,330 shares; 2025Q1: 1,427 shares; 2025Q2: 1,508 shares; 2025Q3: 1,741 shares; 2025Q4: 1,752 shares; 2026Q1: 1,844 shares 1,844 $768K 0.02% +92 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,987 shares; 2025Q1: 69,784 shares; 2025Q2: 25,308 shares; 2025Q3: 26,573 shares; 2025Q4: 29,151 shares; 2026Q1: 16,907 shares 16,907 $765K 0.02% -12,244 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: restricted; 2024Q4: 4,335 shares; 2025Q1: 6,869 shares; 2025Q2: 8,792 shares; 2025Q3: 10,720 shares; 2025Q4: 11,413 shares; 2026Q1: 11,770 shares 11,770 $765K 0.02% +357 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: restricted; 2024Q4: 8,497 shares; 2025Q1: 9,003 shares; 2025Q2: 9,561 shares; 2025Q3: 9,564 shares; 2025Q4: 9,946 shares; 2026Q1: 10,509 shares 10,509 $765K 0.02% +563 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 233 shares; 2025Q4: 236 shares; 2026Q1: 226 shares 226 $763K 0.02% -10 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,774 shares; 2025Q1: 4,166 shares; 2025Q2: 4,119 shares; 2025Q3: 4,123 shares; 2025Q4: 4,330 shares; 2026Q1: 4,847 shares 4,847 $762K 0.02% +517 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,611 shares; 2025Q1: 2,876 shares; 2025Q2: 2,864 shares; 2025Q3: 2,476 shares; 2025Q4: 2,566 shares; 2026Q1: 2,562 shares 2,562 $757K 0.02% -4 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,679 shares; 2025Q1: 3,204 shares; 2025Q2: 6,756 shares; 2025Q3: 16,301 shares; 2025Q4: 12,557 shares; 2026Q1: 11,654 shares 11,654 $753K 0.02% -903 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: restricted; 2024Q4: not reported; 2025Q1: 6,533 shares; 2025Q2: 6,635 shares; 2025Q3: 18,509 shares; 2025Q4: 18,654 shares; 2026Q1: 19,685 shares 19,685 $752K 0.02% +1,031 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,128 shares; 2025Q1: 171 shares; 2025Q2: 177 shares; 2025Q3: 8,477 shares; 2025Q4: 1,533 shares; 2026Q1: 16,539 shares 16,539 $749K 0.02% +15,006 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: restricted; 2024Q4: 2,377 shares; 2025Q1: 2,389 shares; 2025Q2: 2,423 shares; 2025Q3: 2,492 shares; 2025Q4: 2,424 shares; 2026Q1: 2,716 shares 2,716 $747K 0.02% +292 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,943 shares; 2025Q1: 5,814 shares; 2025Q2: 5,847 shares; 2025Q3: 5,886 shares; 2025Q4: 3,572 shares; 2026Q1: 3,553 shares 3,553 $741K 0.02% -19 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,325 shares; 2025Q1: 16,325 shares; 2025Q2: 16,325 shares; 2025Q3: 16,325 shares; 2025Q4: 16,561 shares; 2026Q1: 16,561 shares 16,561 $740K 0.02% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,833 shares; 2025Q1: 2,804 shares; 2025Q2: 3,349 shares; 2025Q3: 3,336 shares; 2025Q4: 3,311 shares; 2026Q1: 8,692 shares 8,692 $738K 0.02% +5,381 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: restricted; 2024Q4: 10,370 shares; 2025Q1: 11,580 shares; 2025Q2: 10,591 shares; 2025Q3: 11,465 shares; 2025Q4: 12,518 shares; 2026Q1: 14,316 shares 14,316 $736K 0.02% +1,798 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: restricted; 2024Q4: 5,174 shares; 2025Q1: 6,657 shares; 2025Q2: 6,657 shares; 2025Q3: 6,620 shares; 2025Q4: 6,864 shares; 2026Q1: 6,758 shares 6,758 $732K 0.02% -106 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,778 shares; 2025Q1: 9,465 shares; 2025Q2: 9,510 shares; 2025Q3: 8,948 shares; 2025Q4: 11,408 shares; 2026Q1: 1,681 shares 1,681 $727K 0.02% -9,727 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,334 shares; 2026Q1: 1,335 shares 1,335 $722K 0.02% +1 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: restricted; 2024Q4: 2,929 shares; 2025Q1: 3,334 shares; 2025Q2: 3,296 shares; 2025Q3: 3,268 shares; 2025Q4: 3,499 shares; 2026Q1: 3,637 shares 3,637 $719K 0.02% +138 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,601 shares; 2025Q1: 538 shares; 2025Q2: 1,717 shares; 2025Q3: 32 shares; 2025Q4: 1,952 shares; 2026Q1: 11,607 shares 11,607 $715K 0.02% +9,655 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,259 shares; 2025Q1: 4,760 shares; 2025Q2: 4,790 shares; 2025Q3: 16,429 shares; 2025Q4: 15,316 shares; 2026Q1: 15,569 shares 15,569 $713K 0.02% +253 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,564 shares; 2025Q1: 47,694 shares; 2025Q2: 12,194 shares; 2025Q3: 13,789 shares; 2025Q4: 4,537 shares; 2026Q1: 4,901 shares 4,901 $708K 0.02% +364 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,925 shares; 2025Q1: 11,490 shares; 2025Q2: 10,909 shares; 2025Q3: 13,607 shares; 2025Q4: 16,030 shares; 2026Q1: 15,658 shares 15,658 $706K 0.02% -372 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,009 shares; 2025Q1: 1,935 shares; 2025Q2: 645 shares; 2025Q3: 1,076 shares; 2025Q4: 1,176 shares; 2026Q1: 1,142 shares 1,142 $705K 0.02% -34 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: restricted; 2024Q4: 1,478 shares; 2025Q1: 1,395 shares; 2025Q2: 1,937 shares; 2025Q3: 3,041 shares; 2025Q4: 2,737 shares; 2026Q1: 2,652 shares 2,652 $705K 0.02% -85 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,630 shares; 2025Q1: 9,960 shares; 2025Q2: 13,819 shares; 2025Q3: 14,410 shares; 2025Q4: 15,641 shares; 2026Q1: 17,982 shares 17,982 $701K 0.02% +2,341 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,137 shares; 2025Q1: 2,137 shares; 2025Q2: 2,137 shares; 2025Q3: 2,137 shares; 2025Q4: 2,137 shares; 2026Q1: 2,147 shares 2,147 $685K 0.02% +10 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,194 shares; 2025Q1: 1,304 shares; 2025Q2: 1,287 shares; 2025Q3: 1,313 shares; 2025Q4: 1,410 shares; 2026Q1: 1,579 shares 1,579 $685K 0.02% +169 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: restricted; 2024Q4: 13,811 shares; 2025Q1: 10,658 shares; 2025Q2: 9,507 shares; 2025Q3: 14,235 shares; 2025Q4: 11,971 shares; 2026Q1: 11,496 shares 11,496 $676K 0.02% -475 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,122 shares 11,122 $668K 0.02% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,118 shares; 2025Q1: 2,346 shares; 2025Q2: 2,309 shares; 2025Q3: 3,096 shares; 2025Q4: 2,973 shares; 2026Q1: 2,975 shares 2,975 $652K 0.02% +2 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,109 shares; 2026Q1: 51,858 shares 51,858 $649K 0.02% -18,251 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,539 shares; 2025Q1: 10,365 shares; 2025Q2: 10,365 shares; 2025Q3: 10,296 shares; 2025Q4: 4,812 shares; 2026Q1: 4,203 shares 4,203 $642K 0.02% -609 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $640K 0.02% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,139 shares; 2025Q2: 4,267 shares; 2025Q3: 4,667 shares; 2025Q4: 5,031 shares; 2026Q1: 3,205 shares 3,205 $634K 0.02% -1,826 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,262 shares; 2025Q1: 8,396 shares; 2025Q2: 8,742 shares; 2025Q3: 8,807 shares; 2025Q4: 9,418 shares; 2026Q1: 10,392 shares 10,392 $634K 0.02% +974 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,645 shares; 2025Q2: 1,660 shares; 2025Q3: 4,799 shares; 2025Q4: 4,595 shares; 2026Q1: 4,316 shares 4,316 $631K 0.02% -279 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,481 shares; 2025Q2: 1,501 shares; 2025Q3: 4,730 shares; 2025Q4: 4,662 shares; 2026Q1: 4,607 shares 4,607 $627K 0.02% -55 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 3,867 shares; 2025Q4: 1,994 shares; 2026Q1: 1,966 shares 1,966 $625K 0.02% -28 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,621 shares; 2025Q1: 3,665 shares; 2025Q2: 3,626 shares; 2025Q3: 4,797 shares; 2025Q4: 4,591 shares; 2026Q1: 4,294 shares 4,294 $624K 0.02% -297 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,055 shares; 2025Q2: 2,122 shares; 2025Q3: 4,670 shares; 2025Q4: 4,941 shares; 2026Q1: 5,097 shares 5,097 $609K 0.02% +156 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 703 shares; 2025Q1: 735 shares; 2025Q2: 811 shares; 2025Q3: 823 shares; 2025Q4: 920 shares; 2026Q1: 1,107 shares 1,107 $608K 0.02% +187 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 19,940 shares; 2025Q4: 15,195 shares; 2026Q1: 12,871 shares 12,871 $605K 0.02% -2,324 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 261 shares; 2025Q1: 251 shares; 2025Q2: 3,714 shares; 2025Q3: 6,283 shares; 2025Q4: 6,066 shares; 2026Q1: 6,527 shares 6,527 $603K 0.02% +461 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,801 shares; 2025Q1: 1,801 shares; 2025Q2: 1,745 shares; 2025Q3: 11,246 shares; 2025Q4: 6,546 shares; 2026Q1: 5,893 shares 5,893 $602K 0.02% -653 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,109 shares; 2025Q1: 1,925 shares; 2025Q2: 2,166 shares; 2025Q3: 2,142 shares; 2025Q4: 2,131 shares; 2026Q1: 2,154 shares 2,154 $601K 0.02% +23 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: restricted; 2024Q4: 119,135 shares; 2025Q1: 55,101 shares; 2025Q2: 9,524 shares; 2025Q3: 9,114 shares; 2025Q4: 9,115 shares; 2026Q1: 9,166 shares 9,166 $597K 0.02% +51 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: restricted; 2024Q4: 2,838 shares; 2025Q1: 2,889 shares; 2025Q2: 4,208 shares; 2025Q3: 4,312 shares; 2025Q4: 4,522 shares; 2026Q1: 4,510 shares 4,510 $596K 0.02% -12 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,405 shares; 2025Q1: 7,302 shares; 2025Q2: 9,894 shares; 2025Q3: 8,517 shares; 2025Q4: 9,152 shares; 2026Q1: 8,745 shares 8,745 $596K 0.02% -407 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,142 shares; 2025Q1: 5,944 shares; 2025Q2: 5,879 shares; 2025Q3: 10,465 shares; 2025Q4: 8,988 shares; 2026Q1: 9,619 shares 9,619 $595K 0.02% +631 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,245 shares; 2025Q1: 8,695 shares; 2025Q2: 8,860 shares; 2025Q3: 9,079 shares; 2025Q4: 9,674 shares; 2026Q1: 9,465 shares 9,465 $594K 0.02% -209 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,200 shares; 2025Q4: 3,279 shares; 2026Q1: 3,234 shares 3,234 $590K 0.02% -45 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: restricted; 2024Q4: 2,490 shares; 2025Q1: 2,616 shares; 2025Q2: 2,865 shares; 2025Q3: 2,884 shares; 2025Q4: 2,825 shares; 2026Q1: 2,808 shares 2,808 $584K 0.02% -17 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 6,778 shares; 2025Q3: 4,942 shares; 2025Q4: 6,509 shares; 2026Q1: 7,831 shares 7,831 $584K 0.02% +1,322 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: restricted; 2024Q4: 6,004 shares; 2025Q1: 6,826 shares; 2025Q2: 6,761 shares; 2025Q3: 6,969 shares; 2025Q4: 7,306 shares; 2026Q1: 7,337 shares 7,337 $583K 0.02% +31 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: restricted; 2024Q4: 1,791 shares; 2025Q1: 1,833 shares; 2025Q2: 1,740 shares; 2025Q3: 1,825 shares; 2025Q4: 1,845 shares; 2026Q1: 2,082 shares 2,082 $579K 0.02% +237 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,954 shares; 2025Q1: 2,882 shares; 2025Q2: 3,180 shares; 2025Q3: 3,217 shares; 2025Q4: 3,486 shares; 2026Q1: 3,776 shares 3,776 $576K 0.02% +290 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 30,349 shares; 2025Q2: 3,079 shares; 2025Q3: 3,543 shares; 2025Q4: 1,377 shares; 2026Q1: 8,963 shares 8,963 $574K 0.02% +7,586 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,306 shares; 2025Q1: 8,174 shares; 2025Q2: 9,464 shares; 2025Q3: 12,277 shares; 2025Q4: 13,502 shares; 2026Q1: 12,434 shares 12,434 $572K 0.02% -1,068 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 442 shares; 2025Q1: 471 shares; 2025Q2: 5,582 shares; 2025Q3: 721 shares; 2025Q4: 668 shares; 2026Q1: 592 shares 592 $569K 0.02% -76 Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 468 shares; 2025Q3: 702 shares; 2025Q4: 822 shares; 2026Q1: 15,218 shares 15,218 $569K 0.02% +14,396 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,368 shares; 2025Q1: 6,315 shares; 2025Q2: 7,054 shares; 2025Q3: 7,148 shares; 2025Q4: 7,841 shares; 2026Q1: 8,712 shares 8,712 $568K 0.02% +871 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,336 shares; 2025Q1: 1,566 shares; 2025Q2: 1,696 shares; 2025Q3: 1,876 shares; 2025Q4: 1,971 shares; 2026Q1: 1,940 shares 1,940 $564K 0.02% -31 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,256 shares; 2025Q1: 2,722 shares; 2025Q2: 2,633 shares; 2025Q3: 2,627 shares; 2025Q4: 2,661 shares; 2026Q1: 2,663 shares 2,663 $563K 0.02% +2 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,422 shares; 2025Q1: 2,632 shares; 2025Q2: 2,633 shares; 2025Q3: 2,663 shares; 2025Q4: 2,791 shares; 2026Q1: 2,754 shares 2,754 $561K 0.02% -37 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,019 shares; 2025Q2: 4,020 shares; 2025Q3: 5,577 shares; 2025Q4: 4,484 shares; 2026Q1: 3,919 shares 3,919 $558K 0.02% -565 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,796 shares; 2025Q1: 1,974 shares; 2025Q2: 2,063 shares; 2025Q3: 2,081 shares; 2025Q4: 2,134 shares; 2026Q1: 2,097 shares 2,097 $558K 0.02% -37 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,737 shares; 2025Q1: 29,558 shares; 2025Q2: 23,376 shares; 2025Q3: 19,980 shares; 2025Q4: 18,166 shares; 2026Q1: 23,400 shares 23,400 $557K 0.02% +5,234 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,010 shares; 2025Q1: 8,266 shares; 2025Q2: 7,373 shares; 2025Q3: 7,391 shares; 2025Q4: 9,876 shares; 2026Q1: 14,130 shares 14,130 $556K 0.02% +4,254 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,086 shares; 2025Q1: 1,149 shares; 2025Q2: 1,171 shares; 2025Q3: 1,285 shares; 2025Q4: 6,186 shares; 2026Q1: 5,298 shares 5,298 $554K 0.02% -888 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,829 shares; 2025Q1: 5,241 shares; 2025Q2: 5,031 shares; 2025Q3: 4,808 shares; 2025Q4: 4,856 shares; 2026Q1: 4,746 shares 4,746 $548K 0.02% -110 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,144 shares; 2025Q2: 9,601 shares; 2025Q3: 8,800 shares; 2025Q4: 8,111 shares; 2026Q1: 8,790 shares 8,790 $544K 0.02% +679 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152,021 shares; 2025Q1: 17,294 shares; 2025Q2: 16,619 shares; 2025Q3: 15,499 shares; 2025Q4: 15,644 shares; 2026Q1: 15,514 shares 15,514 $539K 0.02% -130 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,652 shares; 2025Q1: 20,282 shares; 2025Q2: 20,144 shares; 2025Q3: 20,409 shares; 2025Q4: 9,676 shares; 2026Q1: 8,077 shares 8,077 $527K 0.02% -1,599 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,302 shares; 2025Q1: 4,185 shares; 2025Q2: 2,958 shares; 2025Q3: 1,891 shares; 2025Q4: 4,155 shares; 2026Q1: 4,413 shares 4,413 $522K 0.02% +258 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: restricted; 2024Q4: 5,674 shares; 2025Q1: 12,692 shares; 2025Q2: 8,220 shares; 2025Q3: 8,806 shares; 2025Q4: 9,390 shares; 2026Q1: 10,339 shares 10,339 $520K 0.02% +949 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 4,013 shares; 2025Q4: 2,834 shares; 2026Q1: 2,408 shares 2,408 $518K 0.02% -426 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,942 shares; 2025Q1: 6,092 shares; 2025Q2: 7,719 shares; 2025Q3: 8,707 shares; 2025Q4: 8,473 shares; 2026Q1: 7,774 shares 7,774 $517K 0.02% -699 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,196 shares; 2025Q1: 12,196 shares; 2025Q2: 12,196 shares; 2025Q3: 12,200 shares; 2025Q4: 4,040 shares; 2026Q1: 4,040 shares 4,040 $516K 0.02% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 724 shares; 2025Q3: 708 shares; 2025Q4: 760 shares; 2026Q1: 804 shares 804 $511K 0.02% +44 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,529 shares; 2025Q1: 2,942 shares; 2025Q2: 2,780 shares; 2025Q3: 2,951 shares; 2025Q4: 3,259 shares; 2026Q1: 3,273 shares 3,273 $509K 0.02% +14 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,005 shares; 2025Q1: 73,059 shares; 2025Q2: 73,687 shares; 2025Q3: 95,972 shares; 2025Q4: 109,480 shares; 2026Q1: 7,102 shares 7,102 $502K 0.02% -102,378 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,819 shares; 2025Q1: 5,409 shares; 2025Q2: 5,461 shares; 2025Q3: 5,360 shares; 2025Q4: 5,482 shares; 2026Q1: 5,465 shares 5,465 $497K 0.02% -17 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,953 shares; 2025Q1: 4,416 shares; 2025Q2: 4,255 shares; 2025Q3: 5,216 shares; 2025Q4: 4,562 shares; 2026Q1: 4,505 shares 4,505 $494K 0.02% -57 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,891 shares; 2025Q1: 4,698 shares; 2025Q2: 4,519 shares; 2025Q3: 4,481 shares; 2025Q4: 4,780 shares; 2026Q1: 5,271 shares 5,271 $493K 0.02% +491 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,634 shares; 2025Q1: 1,507 shares; 2025Q2: 2,007 shares; 2025Q3: 2,422 shares; 2025Q4: 2,459 shares; 2026Q1: 2,736 shares 2,736 $493K 0.02% +277 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,037 shares; 2025Q1: 227 shares; 2025Q2: 1,187 shares; 2025Q3: 388 shares; 2025Q4: 482 shares; 2026Q1: 697 shares 697 $487K 0.01% +215 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,372 shares; 2025Q2: 5,381 shares; 2025Q3: 6,365 shares; 2025Q4: 6,872 shares; 2026Q1: 3,827 shares 3,827 $487K 0.01% -3,045 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,003 shares; 2025Q4: 2,367 shares; 2026Q1: 2,253 shares 2,253 $487K 0.01% -114 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118,141 shares; 2025Q1: 13,882 shares; 2025Q2: 13,327 shares; 2025Q3: 12,389 shares; 2025Q4: 12,292 shares; 2026Q1: 12,240 shares 12,240 $486K 0.01% -52 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: restricted; 2024Q4: 22,522 shares; 2025Q1: 18,747 shares; 2025Q2: 9,777 shares; 2025Q3: 3,158 shares; 2025Q4: 3,322 shares; 2026Q1: 3,311 shares 3,311 $485K 0.01% -11 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: restricted; 2024Q4: 1,113 shares; 2025Q1: 1,076 shares; 2025Q2: 1,235 shares; 2025Q3: 1,221 shares; 2025Q4: 1,247 shares; 2026Q1: 1,107 shares 1,107 $483K 0.01% -140 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 104 shares; 2025Q2: 100 shares; 2025Q3: 2,899 shares; 2025Q4: 123 shares; 2026Q1: 9,032 shares 9,032 $483K 0.01% +8,909 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,132 shares; 2025Q1: 9,548 shares; 2025Q2: 1,714 shares; 2025Q3: 6,773 shares; 2025Q4: 6,323 shares; 2026Q1: 5,406 shares 5,406 $477K 0.01% -917 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 24,775 shares; 2025Q2: 23,254 shares; 2025Q3: 23,370 shares; 2025Q4: 20,110 shares; 2026Q1: 11,943 shares 11,943 $475K 0.01% -8,167 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,493 shares; 2025Q2: 2,608 shares; 2025Q3: 2,629 shares; 2025Q4: 3,968 shares; 2026Q1: 4,204 shares 4,204 $472K 0.01% +236 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: restricted; 2024Q4: not reported; 2025Q1: 51,095 shares; 2025Q2: 53,475 shares; 2025Q3: 35,530 shares; 2025Q4: 14,127 shares; 2026Q1: 9,459 shares 9,459 $472K 0.01% -4,668 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,327 shares; 2025Q1: 6,376 shares; 2025Q2: 6,372 shares; 2025Q3: 6,395 shares; 2025Q4: 7,079 shares; 2026Q1: 6,252 shares 6,252 $470K 0.01% -827 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,871 shares; 2025Q1: 1,961 shares; 2025Q2: 954 shares; 2025Q3: 1,277 shares; 2025Q4: 1,649 shares; 2026Q1: 1,657 shares 1,657 $468K 0.01% +8 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121 shares; 2025Q1: 15,134 shares; 2025Q2: 670 shares; 2025Q3: 7,541 shares; 2025Q4: 3,737 shares; 2026Q1: 7,327 shares 7,327 $467K 0.01% +3,590 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,262 shares; 2025Q2: 3,262 shares; 2025Q3: 3,270 shares; 2025Q4: 3,280 shares; 2026Q1: 3,280 shares 3,280 $464K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,192 shares; 2025Q1: 20,337 shares; 2025Q2: 19,344 shares; 2025Q3: 20,191 shares; 2025Q4: 18,679 shares; 2026Q1: 29,470 shares 29,470 $461K 0.01% +10,791 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,855 shares; 2025Q1: 2,316 shares; 2025Q2: 4,189 shares; 2025Q3: 3,952 shares; 2025Q4: 4,037 shares; 2026Q1: 3,978 shares 3,978 $457K 0.01% -59 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,705 shares; 2025Q4: 3,584 shares; 2026Q1: 3,372 shares 3,372 $454K 0.01% -212 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,224 shares; 2025Q1: 13,082 shares; 2025Q2: 11,384 shares; 2025Q3: 11,783 shares; 2025Q4: 13,644 shares; 2026Q1: 13,664 shares 13,664 $454K 0.01% +20 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 784 shares; 2025Q2: 784 shares; 2025Q3: 5,393 shares; 2025Q4: 5,330 shares; 2026Q1: 5,348 shares 5,348 $454K 0.01% +18 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,721 shares; 2025Q1: 3,163 shares; 2025Q2: 2,931 shares; 2025Q3: 3,332 shares; 2025Q4: 4,048 shares; 2026Q1: 4,721 shares 4,721 $453K 0.01% +673 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,824 shares; 2025Q1: 1,929 shares; 2025Q2: 1,898 shares; 2025Q3: 1,803 shares; 2025Q4: 1,942 shares; 2026Q1: 1,954 shares 1,954 $453K 0.01% +12 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: restricted; 2024Q4: 6,469 shares; 2025Q1: 6,885 shares; 2025Q2: 6,776 shares; 2025Q3: 6,793 shares; 2025Q4: 6,961 shares; 2026Q1: 6,236 shares 6,236 $452K 0.01% -725 Timeline VEGI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,605 shares; 2025Q2: 430 shares; 2025Q3: 974 shares; 2025Q4: 2,094 shares; 2026Q1: 9,960 shares 9,960 $451K 0.01% +7,866 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,483 shares; 2025Q1: 9,354 shares; 2025Q2: 8,980 shares; 2025Q3: 8,136 shares; 2025Q4: 8,080 shares; 2026Q1: 7,640 shares 7,640 $449K 0.01% -440 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 405 shares; 2025Q2: 1,628 shares; 2025Q3: 5,105 shares; 2025Q4: 4,260 shares; 2026Q1: 4,194 shares 4,194 $448K 0.01% -66 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,844 shares; 2025Q2: 2,844 shares; 2025Q3: 4,025 shares; 2025Q4: 3,952 shares; 2026Q1: 3,949 shares 3,949 $447K 0.01% -3 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,057 shares; 2025Q1: 9,586 shares; 2025Q2: 9,824 shares; 2025Q3: 9,850 shares; 2025Q4: 11,358 shares; 2026Q1: 12,718 shares 12,718 $447K 0.01% +1,360 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,300 shares; 2025Q1: 9,300 shares; 2025Q2: 9,300 shares; 2025Q3: 9,552 shares; 2025Q4: 9,552 shares; 2026Q1: 9,560 shares 9,560 $446K 0.01% +8 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,642 shares; 2025Q1: 1,628 shares; 2025Q2: 1,803 shares; 2025Q3: 1,869 shares; 2025Q4: 2,099 shares; 2026Q1: 2,077 shares 2,077 $445K 0.01% -22 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: restricted; 2024Q4: 1,266 shares; 2025Q1: 1,454 shares; 2025Q2: 1,469 shares; 2025Q3: 2,084 shares; 2025Q4: 1,592 shares; 2026Q1: 1,640 shares 1,640 $444K 0.01% +48 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: restricted; 2024Q4: 1,374 shares; 2025Q1: 1,250 shares; 2025Q2: 1,409 shares; 2025Q3: 1,477 shares; 2025Q4: 1,661 shares; 2026Q1: 1,850 shares 1,850 $443K 0.01% +189 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,767 shares; 2025Q1: 8,122 shares; 2025Q2: 7,912 shares; 2025Q3: 7,920 shares; 2025Q4: 8,458 shares; 2026Q1: 2,258 shares 2,258 $443K 0.01% -6,200 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,249 shares; 2025Q1: 147 shares; 2025Q2: 2,156 shares; 2025Q3: 2,334 shares; 2025Q4: 2,533 shares; 2026Q1: 2,238 shares 2,238 $441K 0.01% -295 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 372 shares; 2025Q1: 362 shares; 2025Q2: 385 shares; 2025Q3: 427 shares; 2025Q4: 411 shares; 2026Q1: 450 shares 450 $441K 0.01% +39 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,845 shares; 2025Q1: 3,172 shares; 2025Q2: 2,827 shares; 2025Q3: 4,909 shares; 2025Q4: 5,040 shares; 2026Q1: 4,778 shares 4,778 $440K 0.01% -262 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,268 shares; 2025Q1: 2,986 shares; 2025Q2: 2,946 shares; 2025Q3: 3,322 shares; 2025Q4: 3,595 shares; 2026Q1: 3,845 shares 3,845 $438K 0.01% +250 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,008 shares; 2025Q2: 5,484 shares; 2025Q3: 5,177 shares; 2025Q4: 8,872 shares; 2026Q1: 10,470 shares 10,470 $436K 0.01% +1,598 Timeline