XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,241 shares; 2025Q1: 9,197 shares; 2025Q2: 6,023 shares; 2025Q3: 18,807 shares; 2025Q4: 38,458 shares; 2026Q1: 3,990 shares 3,990 $435K 0.01% -34,468 Timeline AOR 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: 8,037 shares; 2025Q2: 7,911 shares; 2025Q3: 7,911 shares; 2025Q4: 7,178 shares; 2026Q1: 6,760 shares 6,760 $435K 0.01% -418 Timeline IGE 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: 865 shares; 2025Q2: 6,388 shares; 2025Q3: 6,341 shares; 2025Q4: 6,372 shares; 2026Q1: 6,896 shares 6,896 $434K 0.01% +524 Timeline KXI 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: 12,323 shares; 2025Q1: 9 shares; 2025Q2: 4,846 shares; 2025Q3: 716 shares; 2025Q4: 2,921 shares; 2026Q1: 6,384 shares 6,384 $428K 0.01% +3,463 Timeline XPH 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: 10,183 shares; 2025Q1: 18,641 shares; 2025Q2: 247 shares; 2025Q3: 51,274 shares; 2025Q4: 7,646 shares; 2026Q1: 7,857 shares 7,857 $425K 0.01% +211 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,184 shares; 2025Q1: 19,215 shares; 2025Q2: 16,011 shares; 2025Q3: 15,635 shares; 2025Q4: 17,724 shares; 2026Q1: 16,393 shares 16,393 $424K 0.01% -1,331 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,862 shares; 2025Q1: 2,929 shares; 2025Q2: 2,539 shares; 2025Q3: 2,034 shares; 2025Q4: 1,945 shares; 2026Q1: 1,880 shares 1,880 $422K 0.01% -65 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,968 shares; 2025Q1: 3,898 shares; 2025Q2: 4,314 shares; 2025Q3: 4,320 shares; 2025Q4: 4,538 shares; 2026Q1: 5,266 shares 5,266 $422K 0.01% +728 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 434 shares; 2025Q1: 470 shares; 2025Q2: 482 shares; 2025Q3: 811 shares; 2025Q4: 748 shares; 2026Q1: 708 shares 708 $417K 0.01% -40 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,264 shares; 2025Q2: 4,318 shares; 2025Q3: 5,926 shares; 2025Q4: 6,802 shares; 2026Q1: 7,109 shares 7,109 $416K 0.01% +307 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,812 shares; 2025Q1: 5,944 shares; 2025Q2: 6,642 shares; 2025Q3: 6,613 shares; 2025Q4: 6,937 shares; 2026Q1: 6,843 shares 6,843 $410K 0.01% -94 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,566 shares; 2025Q2: 4,634 shares; 2025Q3: 9,885 shares; 2025Q4: 7,268 shares; 2026Q1: 6,703 shares 6,703 $410K 0.01% -565 Timeline RSPF 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: 15,391 shares; 2025Q2: 10 shares; 2025Q3: 267 shares; 2025Q4: 24 shares; 2026Q1: 5,658 shares 5,658 $404K 0.01% +5,634 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,220 shares; 2025Q1: 1,391 shares; 2025Q2: 1,478 shares; 2025Q3: 1,564 shares; 2025Q4: 1,620 shares; 2026Q1: 1,608 shares 1,608 $402K 0.01% -12 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,553 shares; 2025Q1: 6,576 shares; 2025Q2: 7,432 shares; 2025Q3: 7,487 shares; 2025Q4: 7,681 shares; 2026Q1: 7,467 shares 7,467 $402K 0.01% -214 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,724 shares; 2025Q1: 3,624 shares; 2025Q2: 3,691 shares; 2025Q3: 8,360 shares; 2025Q4: 5,100 shares; 2026Q1: 4,101 shares 4,101 $401K 0.01% -999 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 465,582 shares; 2025Q1: 528,487 shares; 2025Q2: 7,261 shares; 2025Q3: 4,083 shares; 2025Q4: 4,537 shares; 2026Q1: 4,624 shares 4,624 $401K 0.01% +87 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 84 shares; 2025Q2: 1,033 shares; 2025Q3: 7,121 shares; 2025Q4: 8,121 shares; 2026Q1: 7,903 shares 7,903 $401K 0.01% -218 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 3,184 shares; 2025Q4: 3,096 shares; 2026Q1: 3,350 shares 3,350 $396K 0.01% +254 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,232 shares; 2025Q1: 3,119 shares; 2025Q2: 4,351 shares; 2025Q3: 4,324 shares; 2025Q4: 2,342 shares; 2026Q1: 2,285 shares 2,285 $394K 0.01% -57 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,075 shares; 2025Q1: 1,964 shares; 2025Q2: 3,322 shares; 2025Q3: 3,332 shares; 2025Q4: 3,605 shares; 2026Q1: 4,046 shares 4,046 $393K 0.01% +441 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,802 shares; 2025Q1: 11,184 shares; 2025Q2: 16,829 shares; 2025Q3: 16,552 shares; 2025Q4: 17,049 shares; 2026Q1: 16,133 shares 16,133 $392K 0.01% -916 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,216 shares; 2025Q2: 6,856 shares; 2025Q3: 7,089 shares; 2025Q4: 8,527 shares; 2026Q1: 10,473 shares 10,473 $388K 0.01% +1,946 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,644 shares; 2025Q2: 1,709 shares; 2025Q3: 1,805 shares; 2025Q4: 2,222 shares; 2026Q1: 2,767 shares 2,767 $385K 0.01% +545 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,983 shares; 2025Q1: 2,265 shares; 2025Q2: 1,941 shares; 2025Q3: 1,874 shares; 2025Q4: 2,219 shares; 2026Q1: 1,087 shares 1,087 $384K 0.01% -1,132 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,981 shares; 2025Q2: 11,938 shares; 2025Q3: 9,952 shares; 2025Q4: 10,675 shares; 2026Q1: 10,182 shares 10,182 $383K 0.01% -493 Timeline FLTW 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: 6,602 shares; 2025Q2: 6,202 shares; 2025Q3: 5,657 shares; 2025Q4: 5,797 shares; 2026Q1: 5,623 shares 5,623 $383K 0.01% -174 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,976 shares; 2025Q2: 10,548 shares; 2025Q3: 10,409 shares; 2025Q4: 10,769 shares; 2026Q1: 3,208 shares 3,208 $381K 0.01% -7,561 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,300 shares; 2025Q2: 4,609 shares; 2025Q3: 6,183 shares; 2025Q4: 6,718 shares; 2026Q1: 7,510 shares 7,510 $380K 0.01% +792 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 859 shares; 2025Q2: 896 shares; 2025Q3: 456 shares; 2025Q4: 1,919 shares; 2026Q1: 2,215 shares 2,215 $380K 0.01% +296 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,287 shares; 2025Q2: 1,723 shares; 2025Q3: 2,326 shares; 2025Q4: 2,574 shares; 2026Q1: 2,108 shares 2,108 $378K 0.01% -466 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,394 shares; 2025Q1: 9,144 shares; 2025Q2: 8,633 shares; 2025Q3: 8,405 shares; 2025Q4: 8,438 shares; 2026Q1: 2,014 shares 2,014 $372K 0.01% -6,424 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,615 shares; 2025Q1: 1,769 shares; 2025Q2: 1,746 shares; 2025Q3: 1,782 shares; 2025Q4: 1,998 shares; 2026Q1: 1,715 shares 1,715 $371K 0.01% -283 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 253 shares; 2025Q2: 2,743 shares; 2025Q3: 2,395 shares; 2025Q4: 2,321 shares; 2026Q1: 2,191 shares 2,191 $370K 0.01% -130 Timeline FSTA 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: 1,981 shares; 2025Q2: 4,122 shares; 2025Q3: 2,722 shares; 2025Q4: 9,343 shares; 2026Q1: 7,046 shares 7,046 $369K 0.01% -2,297 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,323 shares; 2025Q1: 2,216 shares; 2025Q2: 1,934 shares; 2025Q3: 1,936 shares; 2025Q4: 2,050 shares; 2026Q1: 2,543 shares 2,543 $368K 0.01% +493 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,111 shares; 2025Q1: 4,456 shares; 2025Q2: 4,830 shares; 2025Q3: 4,771 shares; 2025Q4: 5,110 shares; 2026Q1: 5,742 shares 5,742 $365K 0.01% +632 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,988 shares; 2025Q2: 6,083 shares; 2025Q3: 6,103 shares; 2025Q4: 6,580 shares; 2026Q1: 7,437 shares 7,437 $365K 0.01% +857 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,629 shares; 2025Q1: 2,369 shares; 2025Q2: 2,331 shares; 2025Q3: 2,582 shares; 2025Q4: 2,897 shares; 2026Q1: 3,093 shares 3,093 $364K 0.01% +196 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 760,497 shares; 2025Q1: 787,564 shares; 2025Q2: 40,974 shares; 2025Q3: 33,807 shares; 2025Q4: 28,485 shares; 2026Q1: 15,859 shares 15,859 $364K 0.01% -12,626 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,534 shares; 2025Q1: 10,799 shares; 2025Q2: 10,716 shares; 2025Q3: 10,966 shares; 2025Q4: 13,837 shares; 2026Q1: 13,795 shares 13,795 $363K 0.01% -42 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 463 shares; 2025Q2: 574 shares; 2025Q3: 572 shares; 2025Q4: 615 shares; 2026Q1: 600 shares 600 $363K 0.01% -15 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 513 shares; 2025Q2: 648 shares; 2025Q3: 638 shares; 2025Q4: 670 shares; 2026Q1: 645 shares 645 $362K 0.01% -25 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,846 shares; 2025Q1: 4,422 shares; 2025Q2: 4,323 shares; 2025Q3: 5,753 shares; 2025Q4: 5,248 shares; 2026Q1: 4,673 shares 4,673 $360K 0.01% -575 Timeline RSPN 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: 324 shares; 2025Q2: 150 shares; 2025Q3: 587 shares; 2025Q4: 214 shares; 2026Q1: 6,242 shares 6,242 $359K 0.01% +6,028 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,612 shares; 2025Q1: 3,893 shares; 2025Q2: 4,858 shares; 2025Q3: 4,324 shares; 2025Q4: 4,816 shares; 2026Q1: 5,013 shares 5,013 $357K 0.01% +197 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,457 shares; 2025Q2: 1,386 shares; 2025Q3: 1,359 shares; 2025Q4: 1,479 shares; 2026Q1: 1,829 shares 1,829 $357K 0.01% +350 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,784 shares; 2025Q1: 4,962 shares; 2025Q2: 5,005 shares; 2025Q3: 5,087 shares; 2025Q4: 2,605 shares; 2026Q1: 1,980 shares 1,980 $356K 0.01% -625 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,821 shares; 2025Q1: 12,860 shares; 2025Q2: 12,791 shares; 2025Q3: 15,467 shares; 2025Q4: 14,413 shares; 2026Q1: 13,614 shares 13,614 $356K 0.01% -799 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,351 shares; 2025Q1: 1,341 shares; 2025Q2: 1,654 shares; 2025Q3: 1,707 shares; 2025Q4: 1,982 shares; 2026Q1: 1,905 shares 1,905 $355K 0.01% -77 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,782 shares; 2025Q1: 2,866 shares; 2025Q2: 3,058 shares; 2025Q3: 3,090 shares; 2025Q4: 3,234 shares; 2026Q1: 3,499 shares 3,499 $355K 0.01% +265 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,445 shares; 2025Q1: 1,614 shares; 2025Q2: 1,599 shares; 2025Q3: 1,554 shares; 2025Q4: 2,039 shares; 2026Q1: 2,302 shares 2,302 $354K 0.01% +263 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 14,462 shares; 2025Q4: 8,864 shares; 2026Q1: 8,764 shares 8,764 $353K 0.01% -100 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,596 shares; 2025Q2: 1,526 shares; 2025Q3: 2,289 shares; 2025Q4: 2,216 shares; 2026Q1: 2,244 shares 2,244 $353K 0.01% +28 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,493 shares; 2025Q1: 4,842 shares; 2025Q2: 5,303 shares; 2025Q3: 7,279 shares; 2025Q4: 5,808 shares; 2026Q1: 5,850 shares 5,850 $353K 0.01% +42 Timeline VAW 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: 2,979 shares; 2025Q1: 1,840 shares; 2025Q2: 4,044 shares; 2025Q3: 1,732 shares; 2025Q4: 1,721 shares; 2026Q1: 1,558 shares 1,558 $351K 0.01% -163 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 460 shares; 2025Q2: 1,083 shares; 2025Q3: 4,024 shares; 2025Q4: 9,609 shares; 2026Q1: 9,284 shares 9,284 $351K 0.01% -325 Timeline VCR 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: 1,529 shares; 2025Q1: 1,473 shares; 2025Q2: 1,720 shares; 2025Q3: 1,060 shares; 2025Q4: 1,162 shares; 2026Q1: 974 shares 974 $350K 0.01% -188 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 1,600 shares; 2025Q4: 1,490 shares; 2026Q1: 1,490 shares 1,490 $349K 0.01% 0 Timeline RSPS 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: 470 shares; 2025Q1: 3,193 shares; 2025Q2: 1,001 shares; 2025Q3: 14,808 shares; 2025Q4: 3,915 shares; 2026Q1: 11,840 shares 11,840 $349K 0.01% +7,925 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,052 shares; 2026Q1: 6,052 shares 6,052 $347K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,660 shares; 2025Q4: 2,038 shares; 2026Q1: 2,666 shares 2,666 $346K 0.01% +628 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,433 shares; 2025Q1: 1,530 shares; 2025Q2: 1,535 shares; 2025Q3: 1,757 shares; 2025Q4: 1,861 shares; 2026Q1: 1,540 shares 1,540 $346K 0.01% -321 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,205 shares; 2025Q1: 3,345 shares; 2025Q2: 3,638 shares; 2025Q3: 3,815 shares; 2025Q4: 4,112 shares; 2026Q1: 3,749 shares 3,749 $345K 0.01% -363 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 495 shares; 2025Q2: 819 shares; 2025Q3: 856 shares; 2025Q4: 916 shares; 2026Q1: 882 shares 882 $344K 0.01% -34 Timeline EWS 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: 170,078 shares; 2025Q1: 14,923 shares; 2025Q2: 14,130 shares; 2025Q3: 13,170 shares; 2025Q4: 13,052 shares; 2026Q1: 12,166 shares 12,166 $343K 0.01% -886 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,655 shares; 2025Q1: 4,461 shares; 2025Q2: 4,381 shares; 2025Q3: 4,214 shares; 2025Q4: 5,397 shares; 2026Q1: 5,344 shares 5,344 $342K 0.01% -53 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 262 shares; 2025Q2: 290 shares; 2025Q3: 291 shares; 2025Q4: 309 shares; 2026Q1: 312 shares 312 $341K 0.01% +3 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,008 shares; 2025Q1: 1,130 shares; 2025Q2: 1,068 shares; 2025Q3: 1,254 shares; 2025Q4: 1,515 shares; 2026Q1: 1,574 shares 1,574 $340K 0.01% +59 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 803 shares; 2025Q2: 372 shares; 2025Q3: 747 shares; 2025Q4: 719 shares; 2026Q1: 2,804 shares 2,804 $340K 0.01% +2,085 Timeline DGRO 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: 4,671 shares; 2025Q2: 4,673 shares; 2025Q3: 5,103 shares; 2025Q4: 5,448 shares; 2026Q1: 4,802 shares 4,802 $337K 0.01% -646 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 758 shares; 2025Q2: 800 shares; 2025Q3: 1,066 shares; 2025Q4: 1,080 shares; 2026Q1: 995 shares 995 $336K 0.01% -85 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,265 shares; 2025Q2: 4,304 shares; 2025Q3: 4,008 shares; 2025Q4: 4,224 shares; 2026Q1: 4,612 shares 4,612 $335K 0.01% +388 Timeline NUMV 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: 6,515 shares; 2025Q1: 6,801 shares; 2025Q2: 6,447 shares; 2025Q3: 6,899 shares; 2025Q4: 8,561 shares; 2026Q1: 8,607 shares 8,607 $334K 0.01% +46 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 935 shares; 2025Q1: 878 shares; 2025Q2: 844 shares; 2025Q3: 975 shares; 2025Q4: 1,017 shares; 2026Q1: 1,251 shares 1,251 $334K 0.01% +234 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,776 shares; 2025Q1: 17,776 shares; 2025Q2: 17,776 shares; 2025Q3: 17,776 shares; 2025Q4: 19,471 shares; 2026Q1: 19,599 shares 19,599 $333K 0.01% +128 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,366 shares; 2025Q1: 1,356 shares; 2025Q2: 1,580 shares; 2025Q3: 1,603 shares; 2025Q4: 1,622 shares; 2026Q1: 1,596 shares 1,596 $330K 0.01% -26 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,967 shares; 2025Q2: 1,813 shares; 2025Q3: 2,995 shares; 2025Q4: 4,425 shares; 2026Q1: 4,210 shares 4,210 $327K 0.01% -215 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 380 shares; 2025Q2: 354 shares; 2025Q3: 397 shares; 2025Q4: 407 shares; 2026Q1: 306 shares 306 $327K 0.01% -101 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,257 shares; 2025Q2: 3,248 shares; 2025Q3: 3,981 shares; 2025Q4: 4,346 shares; 2026Q1: 4,003 shares 4,003 $327K 0.01% -343 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,697 shares; 2025Q1: 50,686 shares; 2025Q2: 55,493 shares; 2025Q3: 55,971 shares; 2025Q4: 57,181 shares; 2026Q1: 17,218 shares 17,218 $324K 0.01% -39,963 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,317 shares; 2025Q2: 394 shares; 2025Q3: 765 shares; 2025Q4: 1,890 shares; 2026Q1: 2,160 shares 2,160 $324K 0.01% +270 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,382 shares; 2025Q2: 1,851 shares; 2025Q3: 3,323 shares; 2025Q4: 3,751 shares; 2026Q1: 4,409 shares 4,409 $323K 0.01% +658 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,998 shares; 2025Q1: 2,038 shares; 2025Q2: 2,185 shares; 2025Q3: 2,093 shares; 2025Q4: 2,343 shares; 2026Q1: 1,912 shares 1,912 $323K 0.01% -431 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,660 shares; 2025Q2: 4,370 shares; 2025Q3: 4,349 shares; 2025Q4: 4,648 shares; 2026Q1: 4,614 shares 4,614 $320K 0.01% -34 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,780 shares; 2025Q2: 5,696 shares; 2025Q3: 5,698 shares; 2025Q4: 6,400 shares; 2026Q1: 7,368 shares 7,368 $318K 0.01% +968 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,230 shares; 2025Q1: 3,283 shares; 2025Q2: 3,380 shares; 2025Q3: 3,231 shares; 2025Q4: 3,248 shares; 2026Q1: 3,096 shares 3,096 $317K 0.01% -152 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,022 shares; 2025Q1: 8,069 shares; 2025Q2: 8,518 shares; 2025Q3: 7,368 shares; 2025Q4: 4,788 shares; 2026Q1: 3,622 shares 3,622 $317K 0.01% -1,166 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,315 shares; 2025Q2: 1,370 shares; 2025Q3: 1,453 shares; 2025Q4: 1,706 shares; 2026Q1: 1,725 shares 1,725 $316K 0.01% +19 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,995 shares; 2025Q1: 89,995 shares; 2025Q2: 89,995 shares; 2025Q3: 89,995 shares; 2025Q4: 89,995 shares; 2026Q1: 85,141 shares 85,141 $312K 0.01% -4,854 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,143 shares; 2025Q2: 5,088 shares; 2025Q3: 5,070 shares; 2025Q4: 5,774 shares; 2026Q1: 6,684 shares 6,684 $312K 0.01% +910 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,740 shares; 2025Q1: 2,966 shares; 2025Q2: 3,065 shares; 2025Q3: 3,615 shares; 2025Q4: 4,195 shares; 2026Q1: 3,863 shares 3,863 $310K 0.01% -332 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 332 shares; 2025Q2: 890 shares; 2025Q3: 952 shares; 2025Q4: 1,180 shares; 2026Q1: 1,165 shares 1,165 $310K 0.01% -15 Timeline PSR 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: 239 shares; 2025Q2: 247 shares; 2025Q3: 267 shares; 2025Q4: 255 shares; 2026Q1: 3,345 shares 3,345 $310K 0.01% +3,090 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: not reported; 2026Q1: 9,733 shares 9,733 $309K 0.01% new Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,064 shares 2,064 $309K 0.01% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,421 shares; 2025Q2: 5,879 shares; 2025Q3: 5,993 shares; 2025Q4: 5,718 shares; 2026Q1: 5,650 shares 5,650 $307K 0.01% -68 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,892 shares; 2025Q2: 11,892 shares; 2025Q3: 11,892 shares; 2025Q4: 12,113 shares; 2026Q1: 12,152 shares 12,152 $307K 0.01% +39 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,176 shares; 2025Q1: 758 shares; 2025Q2: 1,549 shares; 2025Q3: 1,567 shares; 2025Q4: 1,763 shares; 2026Q1: 1,780 shares 1,780 $304K 0.01% +17 Timeline JNK 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: 3,342 shares; 2025Q1: 3,078 shares; 2025Q2: 3,078 shares; 2025Q3: 3,078 shares; 2025Q4: 3,153 shares; 2026Q1: 3,180 shares 3,180 $304K 0.01% +27 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,768 shares; 2025Q2: 1,763 shares; 2025Q3: 1,801 shares; 2025Q4: 2,168 shares; 2026Q1: 2,603 shares 2,603 $301K 0.01% +435 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,978 shares; 2025Q2: 1,802 shares; 2025Q3: 1,975 shares; 2025Q4: 2,299 shares; 2026Q1: 2,738 shares 2,738 $301K 0.01% +439 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 625 shares; 2025Q2: 808 shares; 2025Q3: 800 shares; 2025Q4: 830 shares; 2026Q1: 835 shares 835 $300K 0.01% +5 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 494 shares; 2025Q2: 505 shares; 2025Q3: 690 shares; 2025Q4: 779 shares; 2026Q1: 1,718 shares 1,718 $300K 0.01% +939 Timeline TDIV 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: 7,128 shares; 2025Q4: 4,165 shares; 2026Q1: 3,207 shares 3,207 $300K 0.01% -958 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,229 shares; 2025Q2: 9,264 shares; 2025Q3: 9,344 shares; 2025Q4: 9,937 shares; 2026Q1: 4,588 shares 4,588 $299K 0.01% -5,349 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 516 shares; 2025Q1: 571 shares; 2025Q2: 585 shares; 2025Q3: 601 shares; 2025Q4: 606 shares; 2026Q1: 409 shares 409 $298K 0.01% -197 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,477 shares; 2025Q1: 6,177 shares; 2025Q2: 6,317 shares; 2025Q3: 5,340 shares; 2025Q4: 7,011 shares; 2026Q1: 6,360 shares 6,360 $298K 0.01% -651 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 298 shares; 2025Q1: 280 shares; 2025Q2: 302 shares; 2025Q3: 381 shares; 2025Q4: 374 shares; 2026Q1: 386 shares 386 $298K 0.01% +12 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 905 shares; 2025Q2: 1,165 shares; 2025Q3: 425 shares; 2025Q4: 968 shares; 2026Q1: 7,040 shares 7,040 $297K 0.01% +6,072 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,311 shares; 2025Q4: 4,357 shares; 2026Q1: 3,878 shares 3,878 $292K 0.01% -479 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83 shares; 2026Q1: 7,286 shares 7,286 $291K 0.01% +7,203 Timeline NUMG 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: 4,909 shares; 2025Q1: 5,049 shares; 2025Q2: 4,751 shares; 2025Q3: 5,511 shares; 2025Q4: 6,871 shares; 2026Q1: 7,073 shares 7,073 $291K 0.01% +202 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,903 shares; 2025Q1: 3,763 shares; 2025Q2: 2,869 shares; 2025Q3: 1,313 shares; 2025Q4: 3,697 shares; 2026Q1: 4,623 shares 4,623 $290K 0.01% +926 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,624 shares; 2025Q4: 3,183 shares; 2026Q1: 3,160 shares 3,160 $289K 0.01% -23 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,438 shares; 2025Q1: 2,751 shares; 2025Q2: 2,739 shares; 2025Q3: 3,569 shares; 2025Q4: 3,670 shares; 2026Q1: 3,308 shares 3,308 $288K 0.01% -362 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,768 shares; 2025Q2: 1,768 shares; 2025Q3: 1,768 shares; 2025Q4: 1,778 shares; 2026Q1: 1,778 shares 1,778 $288K 0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 575 shares; 2025Q2: 2,673 shares; 2025Q3: 2,649 shares; 2025Q4: 2,756 shares; 2026Q1: 2,617 shares 2,617 $287K 0.01% -139 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,599 shares; 2025Q2: 2,336 shares; 2025Q3: 2,520 shares; 2025Q4: 2,927 shares; 2026Q1: 3,508 shares 3,508 $287K 0.01% +581 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,957 shares; 2025Q1: 4,764 shares; 2025Q2: 777 shares; 2025Q3: 9,056 shares; 2025Q4: 9,933 shares; 2026Q1: 8,730 shares 8,730 $286K 0.01% -1,203 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,810 shares; 2025Q1: 2,777 shares; 2025Q2: 3,297 shares; 2025Q3: 3,336 shares; 2025Q4: 3,531 shares; 2026Q1: 3,534 shares 3,534 $286K 0.01% +3 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,113 shares; 2025Q1: 4,394 shares; 2025Q2: 1,700 shares; 2025Q3: 7,314 shares; 2025Q4: 6,847 shares; 2026Q1: 3,790 shares 3,790 $285K 0.01% -3,057 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,327 shares; 2025Q1: 1,563 shares; 2025Q2: 1,545 shares; 2025Q3: 1,517 shares; 2025Q4: 1,599 shares; 2026Q1: 1,445 shares 1,445 $285K 0.01% -154 Timeline SUB 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: 8,788 shares; 2025Q2: 8,788 shares; 2025Q3: 10,521 shares; 2025Q4: 10,851 shares; 2026Q1: 2,658 shares 2,658 $283K 0.01% -8,193 Timeline RSPM 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: 9,291 shares; 2025Q2: 350 shares; 2025Q3: 406 shares; 2025Q4: 306 shares; 2026Q1: 7,279 shares 7,279 $281K 0.01% +6,973 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,769 shares; 2025Q1: 1,770 shares; 2025Q2: 2,071 shares; 2025Q3: 2,047 shares; 2025Q4: 2,102 shares; 2026Q1: 2,065 shares 2,065 $280K 0.01% -37 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,180 shares; 2025Q2: 3,693 shares; 2025Q3: 3,445 shares; 2025Q4: 3,616 shares; 2026Q1: 3,693 shares 3,693 $279K 0.01% +77 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 228 shares; 2025Q4: 1,750 shares; 2026Q1: 1,111 shares 1,111 $278K 0.01% -639 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,716 shares; 2025Q2: 6,132 shares; 2025Q3: 2,392 shares; 2025Q4: 15,016 shares; 2026Q1: 16,040 shares 16,040 $277K 0.01% +1,024 Timeline RTH 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: 1,599 shares; 2025Q2: 1,290 shares; 2025Q3: 1,212 shares; 2025Q4: 1,178 shares; 2026Q1: 1,106 shares 1,106 $277K 0.01% -72 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,869 shares; 2025Q2: 1,564 shares; 2025Q3: 1,506 shares; 2025Q4: 2,116 shares; 2026Q1: 2,958 shares 2,958 $276K 0.01% +842 Timeline IAT 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: 53,882 shares; 2025Q1: 36,530 shares; 2025Q2: 6,129 shares; 2025Q3: 5,375 shares; 2025Q4: 5,410 shares; 2026Q1: 5,113 shares 5,113 $275K 0.01% -297 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 395 shares; 2025Q1: 447 shares; 2025Q2: 492 shares; 2025Q3: 506 shares; 2025Q4: 537 shares; 2026Q1: 508 shares 508 $274K 0.01% -29 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares; 2025Q4: 1,360 shares; 2026Q1: 2,461 shares 2,461 $274K 0.01% +1,101 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 27,080 shares; 2025Q2: 27,080 shares; 2025Q3: 26,080 shares; 2025Q4: 26,080 shares; 2026Q1: 25,080 shares 25,080 $273K 0.01% -1,000 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,005 shares; 2025Q2: 891 shares; 2025Q3: 939 shares; 2025Q4: 1,094 shares; 2026Q1: 1,083 shares 1,083 $272K 0.01% -11 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,446 shares; 2025Q1: 3,293 shares; 2025Q2: 3,799 shares; 2025Q3: 3,789 shares; 2025Q4: 4,022 shares; 2026Q1: 2,353 shares 2,353 $271K 0.01% -1,669 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,541 shares; 2025Q1: 4,391 shares; 2025Q2: 4,323 shares; 2025Q3: 4,227 shares; 2025Q4: 4,403 shares; 2026Q1: 4,082 shares 4,082 $271K 0.01% -321 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,342 shares; 2025Q1: 13,971 shares; 2025Q2: 2,630 shares; 2025Q3: 12,311 shares; 2025Q4: 14,725 shares; 2026Q1: 15,423 shares 15,423 $271K 0.01% +698 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 795 shares; 2025Q1: 928 shares; 2025Q2: 772 shares; 2025Q3: 997 shares; 2025Q4: 1,171 shares; 2026Q1: 932 shares 932 $271K 0.01% -239 Timeline PBW 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: 46,612 shares; 2025Q2: 8,935 shares; 2025Q3: 8,787 shares; 2025Q4: 8,785 shares; 2026Q1: 8,585 shares 8,585 $271K 0.01% -200 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,320 shares; 2025Q2: 1,215 shares; 2025Q3: 1,131 shares; 2025Q4: 1,133 shares; 2026Q1: 1,019 shares 1,019 $270K 0.01% -114 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,139 shares; 2025Q2: 7,714 shares; 2025Q3: 9,810 shares; 2025Q4: 11,708 shares; 2026Q1: 11,836 shares 11,836 $268K 0.01% +128 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,219 shares; 2025Q2: 4,172 shares; 2025Q3: 4,610 shares; 2025Q4: 4,716 shares; 2026Q1: 4,574 shares 4,574 $267K 0.01% -142 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,149 shares; 2025Q2: 1,711 shares; 2025Q3: 2,162 shares; 2025Q4: 2,841 shares; 2026Q1: 4,435 shares 4,435 $267K 0.01% +1,594 Timeline VEU 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: 29,190 shares; 2025Q1: 18,856 shares; 2025Q2: 3,761 shares; 2025Q3: 4,007 shares; 2025Q4: 4,010 shares; 2026Q1: 3,534 shares 3,534 $265K 0.01% -476 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,103 shares; 2025Q2: 2,367 shares; 2025Q3: 2,529 shares; 2025Q4: 3,063 shares; 2026Q1: 3,032 shares 3,032 $265K 0.01% -31 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 950 shares; 2025Q3: 330 shares; 2025Q4: 3,973 shares; 2026Q1: 3,204 shares 3,204 $265K 0.01% -769 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,589 shares; 2025Q2: 3,397 shares; 2025Q3: 3,693 shares; 2025Q4: 4,710 shares; 2026Q1: 4,772 shares 4,772 $264K 0.01% +62 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 434 shares; 2025Q2: 708 shares; 2025Q3: 734 shares; 2025Q4: 860 shares; 2026Q1: 767 shares 767 $264K 0.01% -93 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 931 shares; 2025Q2: 962 shares; 2025Q3: 1,001 shares; 2025Q4: 1,177 shares; 2026Q1: 1,180 shares 1,180 $261K 0.01% +3 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,865 shares; 2025Q4: 4,140 shares; 2026Q1: 3,865 shares 3,865 $261K 0.01% -275 Timeline DES 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,480 shares; 2025Q4: 7,904 shares; 2026Q1: 7,269 shares 7,269 $261K 0.01% -635 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,043 shares; 2025Q1: 10,292 shares; 2025Q2: 11,507 shares; 2025Q3: 11,866 shares; 2025Q4: 13,573 shares; 2026Q1: 13,873 shares 13,873 $259K 0.01% +300 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,272 shares; 2025Q2: 2,212 shares; 2025Q3: 6,125 shares; 2025Q4: 6,636 shares; 2026Q1: 6,652 shares 6,652 $258K 0.01% +16 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,285 shares; 2025Q1: 10,489 shares; 2025Q2: 13,257 shares; 2025Q3: 13,750 shares; 2025Q4: 13,624 shares; 2026Q1: 12,765 shares 12,765 $256K 0.01% -859 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,023 shares; 2025Q2: 3,314 shares; 2025Q3: 165 shares; 2025Q4: 2,086 shares; 2026Q1: 3,154 shares 3,154 $254K 0.01% +1,068 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,071 shares; 2025Q2: 4,133 shares; 2025Q3: 4,258 shares; 2025Q4: 4,193 shares; 2026Q1: 4,445 shares 4,445 $252K 0.01% +252 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,895 shares; 2025Q1: 7,270 shares; 2025Q2: 11,193 shares; 2025Q3: 12,146 shares; 2025Q4: 18,659 shares; 2026Q1: 18,626 shares 18,626 $252K 0.01% -33 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,902 shares; 2025Q2: 2,660 shares; 2025Q3: 7,115 shares; 2025Q4: 8,991 shares; 2026Q1: 3,407 shares 3,407 $249K 0.01% -5,584 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,583 shares; 2025Q2: 1,443 shares; 2025Q3: 1,329 shares; 2025Q4: 1,203 shares; 2026Q1: 874 shares 874 $248K 0.01% -329 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,228 shares; 2025Q2: 2,623 shares; 2025Q3: 2,818 shares; 2025Q4: 3,023 shares; 2026Q1: 2,756 shares 2,756 $248K 0.01% -267 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,393 shares; 2025Q2: 1,441 shares; 2025Q3: 1,503 shares; 2025Q4: 1,715 shares; 2026Q1: 1,586 shares 1,586 $247K 0.01% -129 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,709 shares; 2025Q1: 3,660 shares; 2025Q2: 3,531 shares; 2025Q3: 7,412 shares; 2025Q4: 5,792 shares; 2026Q1: 4,617 shares 4,617 $247K 0.01% -1,175 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,994 shares; 2025Q1: 1,911 shares; 2025Q2: 3,812 shares; 2025Q3: 916 shares; 2025Q4: 2,003 shares; 2026Q1: 2,034 shares 2,034 $247K 0.01% +31 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT 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: 8,153 shares; 2026Q1: 8,153 shares 8,153 $247K 0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,396 shares; 2025Q2: 4,396 shares; 2025Q3: 4,396 shares; 2025Q4: 4,550 shares; 2026Q1: 4,115 shares 4,115 $245K 0.01% -435 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,344 shares; 2025Q2: 7,431 shares; 2025Q3: 7,430 shares; 2025Q4: 7,304 shares; 2026Q1: 8,947 shares 8,947 $244K 0.01% +1,643 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,037 shares; 2025Q2: 1,782 shares; 2025Q3: 1,444 shares; 2025Q4: 1,858 shares; 2026Q1: 3,458 shares 3,458 $240K 0.01% +1,600 Timeline FORTY FORMULA SYSTEMS 1985 LTD More: the full row for FORMULA SYSTEMS 1985 LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,838 shares; 2025Q4: 2,159 shares; 2026Q1: 2,159 shares 2,159 $238K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,027 shares; 2025Q2: 2,251 shares; 2025Q3: 1,626 shares; 2025Q4: 1,717 shares; 2026Q1: 1,891 shares 1,891 $237K 0.01% +174 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,049 shares 36,049 $237K 0.01% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 828 shares; 2025Q4: 808 shares; 2026Q1: 868 shares 868 $237K 0.01% +60 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 358 shares; 2025Q2: 382 shares; 2025Q3: 1,299 shares; 2025Q4: 1,077 shares; 2026Q1: 660 shares 660 $237K 0.01% -417 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 449 shares; 2025Q2: 552 shares; 2025Q3: 473 shares; 2025Q4: 834 shares; 2026Q1: 815 shares 815 $237K 0.01% -19 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,765 shares; 2025Q2: 2,817 shares; 2025Q3: 2,817 shares; 2025Q4: 3,054 shares; 2026Q1: 3,210 shares 3,210 $236K 0.01% +156 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,652 shares; 2025Q2: 1,695 shares; 2025Q3: 1,809 shares; 2025Q4: 2,281 shares; 2026Q1: 3,088 shares 3,088 $234K 0.01% +807 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,242 shares; 2025Q2: 3,410 shares; 2025Q3: 1,822 shares; 2025Q4: 3,152 shares; 2026Q1: 3,959 shares 3,959 $234K 0.01% +807 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,615 shares; 2025Q2: 2,890 shares; 2025Q3: 2,928 shares; 2025Q4: 3,361 shares; 2026Q1: 3,369 shares 3,369 $233K 0.01% +8 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 103 shares; 2025Q2: 101 shares; 2025Q3: 117 shares; 2025Q4: 121 shares; 2026Q1: 176 shares 176 $232K 0.01% +55 Timeline SPYD 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: 1,072 shares; 2025Q1: 20,763 shares; 2025Q2: 689 shares; 2025Q3: 10,866 shares; 2025Q4: 5,402 shares; 2026Q1: 5,081 shares 5,081 $231K 0.01% -321 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME 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: 60,402 shares; 2025Q4: 23,649 shares; 2026Q1: 23,913 shares 23,913 $231K 0.01% +264 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 898 shares; 2025Q2: 861 shares; 2025Q3: 1,076 shares; 2025Q4: 1,373 shares; 2026Q1: 1,371 shares 1,371 $228K 0.01% -2 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 3,546 shares; 2025Q4: 2,357 shares; 2026Q1: 2,211 shares 2,211 $227K 0.01% -146 Timeline QCLN 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: 278,192 shares; 2025Q1: 52,437 shares; 2025Q2: 5,926 shares; 2025Q3: 4,977 shares; 2025Q4: 4,904 shares; 2026Q1: 4,863 shares 4,863 $226K 0.01% -41 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,527 shares; 2025Q2: 2,467 shares; 2025Q3: 2,530 shares; 2025Q4: 2,982 shares; 2026Q1: 3,113 shares 3,113 $223K 0.01% +131 Timeline QUAL 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: 81 shares; 2025Q2: 204 shares; 2025Q3: 1,127 shares; 2025Q4: 1,155 shares; 2026Q1: 1,157 shares 1,157 $222K 0.01% +2 Timeline IXN 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: 7,955 shares; 2025Q1: 113 shares; 2025Q2: 1,408 shares; 2025Q3: 414 shares; 2025Q4: 960 shares; 2026Q1: 2,204 shares 2,204 $220K 0.01% +1,244 Timeline SPTM 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: 2,335 shares; 2025Q2: 2,335 shares; 2025Q3: 3,722 shares; 2025Q4: 3,064 shares; 2026Q1: 2,782 shares 2,782 $220K 0.01% -282 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,711 shares; 2025Q4: 3,618 shares; 2026Q1: 3,231 shares 3,231 $220K 0.01% -387 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,783 shares; 2025Q2: 6,782 shares; 2025Q3: 6,582 shares; 2025Q4: 5,942 shares; 2026Q1: 8,814 shares 8,814 $220K 0.01% +2,872 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 236 shares; 2025Q2: 3,308 shares; 2025Q3: 3,310 shares; 2025Q4: 3,463 shares; 2026Q1: 3,065 shares 3,065 $220K 0.01% -398 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,243 shares; 2025Q4: 9,243 shares; 2026Q1: 9,624 shares 9,624 $219K 0.01% +381 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,344 shares; 2025Q2: 8,889 shares; 2025Q3: 9,193 shares; 2025Q4: 11,113 shares; 2026Q1: 11,407 shares 11,407 $219K 0.01% +294 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 624 shares; 2025Q2: 666 shares; 2025Q3: 786 shares; 2025Q4: 1,069 shares; 2026Q1: 1,008 shares 1,008 $219K 0.01% -61 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 620 shares; 2025Q2: 1,256 shares; 2025Q3: 2,780 shares; 2025Q4: 2,582 shares; 2026Q1: 2,413 shares 2,413 $217K 0.01% -169 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,877 shares; 2025Q2: 1,860 shares; 2025Q3: 1,839 shares; 2025Q4: 1,954 shares; 2026Q1: 2,021 shares 2,021 $216K 0.01% +67 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 510 shares; 2025Q2: 577 shares; 2025Q3: 859 shares; 2025Q4: 1,631 shares; 2026Q1: 2,613 shares 2,613 $216K 0.01% +982 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,337 shares; 2026Q1: 2,344 shares 2,344 $216K 0.01% +7 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,331 shares; 2025Q2: 1,287 shares; 2025Q3: 1,287 shares; 2025Q4: 1,210 shares; 2026Q1: 1,219 shares 1,219 $214K 0.01% +9 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 998 shares; 2025Q2: 1,308 shares; 2025Q3: 1,278 shares; 2025Q4: 1,381 shares; 2026Q1: 1,468 shares 1,468 $213K 0.01% +87 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,925 shares; 2025Q1: 3,714 shares; 2025Q2: 3,478 shares; 2025Q3: 4,577 shares; 2025Q4: 2,909 shares; 2026Q1: 1,991 shares 1,991 $211K 0.01% -918 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 678 shares; 2025Q1: 392 shares; 2025Q2: 424 shares; 2025Q3: 418 shares; 2025Q4: 435 shares; 2026Q1: 404 shares 404 $211K 0.01% -31 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 203 shares; 2025Q2: 290 shares; 2025Q3: 347 shares; 2025Q4: 389 shares; 2026Q1: 707 shares 707 $211K 0.01% +318 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 969 shares; 2025Q2: 1,389 shares; 2025Q3: 1,371 shares; 2025Q4: 1,489 shares; 2026Q1: 1,505 shares 1,505 $210K 0.01% +16 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 3,512 shares; 2025Q4: 2,483 shares; 2026Q1: 2,238 shares 2,238 $209K 0.01% -245 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,403 shares; 2025Q2: 1,299 shares; 2025Q3: 1,321 shares; 2025Q4: 1,411 shares; 2026Q1: 1,454 shares 1,454 $208K 0.01% +43 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 148 shares; 2025Q2: 175 shares; 2025Q3: 179 shares; 2025Q4: 197 shares; 2026Q1: 165 shares 165 $208K 0.01% -32 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 613 shares; 2025Q2: 8,216 shares; 2025Q3: 8,075 shares; 2025Q4: 7,940 shares; 2026Q1: 7,896 shares 7,896 $206K 0.01% -44 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 459 shares; 2025Q2: 3,071 shares; 2025Q3: 3,189 shares; 2025Q4: 3,995 shares; 2026Q1: 3,950 shares 3,950 $206K 0.01% -45 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,450 shares; 2025Q2: 4,548 shares; 2025Q3: 3,147 shares; 2025Q4: 3,580 shares; 2026Q1: 3,675 shares 3,675 $203K 0.01% +95 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 395 shares; 2025Q2: 756 shares; 2025Q3: 939 shares; 2025Q4: 1,129 shares; 2026Q1: 1,132 shares 1,132 $203K 0.01% +3 Timeline NUEM 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: not reported; 2025Q1: 5,243 shares; 2025Q2: 4,908 shares; 2025Q3: 4,839 shares; 2025Q4: 5,462 shares; 2026Q1: 5,489 shares 5,489 $202K 0.01% +27 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,209 shares; 2025Q4: 7,698 shares; 2026Q1: 5,001 shares 5,001 $201K 0.01% -2,697 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,502 shares; 2025Q2: 11,484 shares; 2025Q3: 12,080 shares; 2025Q4: 14,158 shares; 2026Q1: 14,224 shares 14,224 $200K 0.01% +66 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,296 shares; 2025Q2: 1,721 shares; 2025Q3: 2,950 shares; 2025Q4: 3,802 shares; 2026Q1: 6,497 shares 6,497 $200K 0.01% +2,695 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,214 shares; 2025Q4: 1,400 shares; 2026Q1: 2,007 shares 2,007 $199K 0.01% +607 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,542 shares; 2025Q1: 8,357 shares; 2025Q2: 5,552 shares; 2025Q3: 5,667 shares; 2025Q4: 5,752 shares; 2026Q1: 4,367 shares 4,367 $199K 0.01% -1,385 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 123 shares; 2026Q1: 115 shares 115 $199K 0.01% -8 Timeline USRT 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: 451 shares; 2025Q2: 336 shares; 2025Q3: 608 shares; 2025Q4: 831 shares; 2026Q1: 3,365 shares 3,365 $199K 0.01% +2,534 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,784 shares; 2025Q2: 1,257 shares; 2025Q3: 663 shares; 2025Q4: 2,150 shares; 2026Q1: 2,733 shares 2,733 $198K 0.01% +583 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 497 shares; 2025Q2: 661 shares; 2025Q3: 996 shares; 2025Q4: 1,166 shares; 2026Q1: 2,506 shares 2,506 $197K 0.01% +1,340 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,352 shares; 2025Q1: 8,037 shares; 2025Q2: 8,734 shares; 2025Q3: 7,801 shares; 2025Q4: 8,586 shares; 2026Q1: 6,161 shares 6,161 $197K 0.01% -2,425 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 294 shares; 2026Q1: 267 shares 267 $197K 0.01% -27 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,273 shares; 2025Q2: 628 shares; 2025Q3: 2,617 shares; 2025Q4: 3,206 shares; 2026Q1: 2,759 shares 2,759 $197K 0.01% -447 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 555 shares; 2025Q2: 2,187 shares; 2025Q3: 2,688 shares; 2025Q4: 3,243 shares; 2026Q1: 2,760 shares 2,760 $196K 0.01% -483 Timeline PSCI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,245 shares; 2025Q4: 1,259 shares; 2026Q1: 1,260 shares 1,260 $195K 0.01% +1 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 1,707 shares; 2025Q4: 1,648 shares; 2026Q1: 1,498 shares 1,498 $194K 0.01% -150 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,969 shares; 2025Q4: 11,717 shares; 2026Q1: 12,943 shares 12,943 $194K 0.01% +1,226 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,713 shares; 2025Q1: 5,417 shares; 2025Q2: 6,243 shares; 2025Q3: 1,197 shares; 2025Q4: 937 shares; 2026Q1: 637 shares 637 $194K 0.01% -300 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,828 shares; 2025Q1: 2,964 shares; 2025Q2: 2,868 shares; 2025Q3: 3,676 shares; 2025Q4: 1,724 shares; 2026Q1: 1,866 shares 1,866 $193K 0.01% +142 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,208 shares; 2025Q1: 3,787 shares; 2025Q2: 2,661 shares; 2025Q3: 2,581 shares; 2025Q4: 2,539 shares; 2026Q1: 2,475 shares 2,475 $192K 0.01% -64 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,211 shares; 2025Q2: 1,339 shares; 2025Q3: 512 shares; 2025Q4: 2,548 shares; 2026Q1: 2,518 shares 2,518 $192K 0.01% -30 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,106 shares; 2025Q1: 1,283 shares; 2025Q2: 1,265 shares; 2025Q3: 1,064 shares; 2025Q4: 1,265 shares; 2026Q1: 1,005 shares 1,005 $191K 0.01% -260 Timeline IEO 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: 8,858 shares; 2025Q1: 70 shares; 2025Q2: 707 shares; 2025Q3: 600 shares; 2025Q4: 1,506 shares; 2026Q1: 1,514 shares 1,514 $189K 0.01% +8 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,108 shares; 2025Q2: 5,262 shares; 2025Q3: 5,262 shares; 2025Q4: 3,413 shares; 2026Q1: 4,005 shares 4,005 $189K 0.01% +592 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,471 shares; 2025Q1: 1,474 shares; 2025Q2: 1,589 shares; 2025Q3: 1,633 shares; 2025Q4: 1,618 shares; 2026Q1: 1,145 shares 1,145 $186K 0.01% -473 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 585 shares; 2025Q3: 2,623 shares; 2025Q4: 16,241 shares; 2026Q1: 15,223 shares 15,223 $185K 0.01% -1,018 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 603 shares; 2025Q2: 1,060 shares; 2025Q3: 1,070 shares; 2025Q4: 1,179 shares; 2026Q1: 866 shares 866 $184K 0.01% -313 Timeline FBT 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: 151 shares; 2025Q2: 151 shares; 2025Q3: 1,115 shares; 2025Q4: 964 shares; 2026Q1: 917 shares 917 $184K 0.01% -47 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 482 shares; 2025Q2: 177 shares; 2025Q3: 512 shares; 2025Q4: 652 shares; 2026Q1: 559 shares 559 $183K 0.01% -93 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,625 shares; 2025Q2: 2,008 shares; 2025Q3: 1,570 shares; 2025Q4: 1,722 shares; 2026Q1: 1,575 shares 1,575 $183K 0.01% -147 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,357 shares; 2025Q2: 1,360 shares; 2025Q3: 1,396 shares; 2025Q4: 1,760 shares; 2026Q1: 1,821 shares 1,821 $183K 0.01% +61 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,710 shares; 2025Q2: 5,875 shares; 2025Q3: 1,241 shares; 2025Q4: 5,226 shares; 2026Q1: 7,273 shares 7,273 $181K 0.01% +2,047 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,939 shares; 2025Q1: 945 shares; 2025Q2: 1,146 shares; 2025Q3: 701 shares; 2025Q4: 885 shares; 2026Q1: 925 shares 925 $181K 0.01% +40 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,117 shares; 2025Q4: 10,105 shares; 2026Q1: 8,073 shares 8,073 $180K 0.01% -2,032 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 206 shares; 2025Q2: 121 shares; 2025Q3: 366 shares; 2025Q4: 272 shares; 2026Q1: 892 shares 892 $180K 0.01% +620 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 913 shares; 2025Q1: 887 shares; 2025Q2: 993 shares; 2025Q3: 1,059 shares; 2025Q4: 1,111 shares; 2026Q1: 853 shares 853 $179K 0.01% -258 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,143 shares; 2025Q2: 2,380 shares; 2025Q3: 8,073 shares; 2025Q4: 9,208 shares; 2026Q1: 5,788 shares 5,788 $178K 0.01% -3,420 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 857 shares; 2025Q2: 1,098 shares; 2025Q3: 1,193 shares; 2025Q4: 1,186 shares; 2026Q1: 1,351 shares 1,351 $177K 0.01% +165 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,955 shares; 2025Q1: 7,809 shares; 2025Q2: 801,463 shares; 2025Q3: 15,801 shares; 2025Q4: 5,500 shares; 2026Q1: 1,924 shares 1,924 $176K 0.01% -3,576 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,787 shares; 2025Q1: 4,183 shares; 2025Q2: 3,845 shares; 2025Q3: 3,895 shares; 2025Q4: 4,417 shares; 2026Q1: 3,890 shares 3,890 $176K 0.01% -527 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 468 shares; 2025Q2: 568 shares; 2025Q3: 581 shares; 2025Q4: 580 shares; 2026Q1: 608 shares 608 $176K 0.01% +28 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,949 shares; 2025Q2: 6,698 shares; 2025Q3: 8,563 shares; 2025Q4: 10,440 shares; 2026Q1: 21,514 shares 21,514 $176K 0.01% +11,074 Timeline FLCA 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: 3,896 shares; 2025Q2: 3,575 shares; 2025Q3: 3,575 shares; 2025Q4: 3,605 shares; 2026Q1: 3,603 shares 3,603 $176K 0.01% -2 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,030 shares; 2025Q1: 1,111 shares; 2025Q2: 1,113 shares; 2025Q3: 1,020 shares; 2025Q4: 1,076 shares; 2026Q1: 832 shares 832 $174K 0.01% -244 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,225 shares; 2025Q2: 1,526 shares; 2025Q3: 2,506 shares; 2025Q4: 2,936 shares; 2026Q1: 3,296 shares 3,296 $171K 0.01% +360 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,629 shares; 2025Q2: 1,629 shares; 2025Q3: 1,906 shares; 2025Q4: 5,725 shares; 2026Q1: 4,527 shares 4,527 $171K 0.01% -1,198 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,426 shares; 2025Q2: 2,835 shares; 2025Q3: 2,715 shares; 2025Q4: 2,953 shares; 2026Q1: 3,229 shares 3,229 $171K 0.01% +276 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,094 shares; 2025Q2: 6,820 shares; 2025Q3: 7,638 shares; 2025Q4: 3,810 shares; 2026Q1: 10,370 shares 10,370 $170K 0.01% +6,560 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,486 shares; 2025Q1: 419 shares; 2025Q2: 447 shares; 2025Q3: 594 shares; 2025Q4: 879 shares; 2026Q1: 885 shares 885 $168K 0.01% +6 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175 shares; 2025Q1: 213 shares; 2025Q2: 210 shares; 2025Q3: 190 shares; 2025Q4: 213 shares; 2026Q1: 145 shares 145 $168K 0.01% -68 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,640 shares; 2025Q2: 11,442 shares; 2025Q3: 12,363 shares; 2025Q4: 12,942 shares; 2026Q1: 13,566 shares 13,566 $168K 0.01% +624 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 452 shares; 2025Q2: 1,215 shares; 2025Q3: 1,308 shares; 2025Q4: 1,665 shares; 2026Q1: 1,562 shares 1,562 $166K 0.01% -103 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 218 shares; 2026Q1: 1,397 shares 1,397 $165K 0.01% +1,179 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,497 shares; 2025Q1: 16,442 shares; 2025Q2: 16,836 shares; 2025Q3: 15,758 shares; 2025Q4: 14,107 shares; 2026Q1: 15,351 shares 15,351 $165K 0.01% +1,244 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,983 shares; 2025Q2: 3,085 shares; 2025Q3: 3,274 shares; 2025Q4: 3,409 shares; 2026Q1: 2,780 shares 2,780 $164K 0.01% -629 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,127 shares; 2025Q2: 2,376 shares; 2025Q3: 2,382 shares; 2025Q4: 2,601 shares; 2026Q1: 2,510 shares 2,510 $164K 0.01% -91 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,355 shares; 2025Q4: 2,247 shares; 2026Q1: 2,064 shares 2,064 $163K <0.01% -183 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 140 shares; 2025Q2: 2,709 shares; 2025Q3: 2,859 shares; 2025Q4: 3,889 shares; 2026Q1: 4,096 shares 4,096 $163K <0.01% +207 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,064 shares; 2025Q2: 6,072 shares; 2025Q3: 1,237 shares; 2025Q4: 4,836 shares; 2026Q1: 6,631 shares 6,631 $162K <0.01% +1,795 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,203 shares; 2025Q2: 3,168 shares; 2025Q3: 3,100 shares; 2025Q4: 3,389 shares; 2026Q1: 3,039 shares 3,039 $162K <0.01% -350 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 291 shares; 2025Q2: 282 shares; 2025Q3: 395 shares; 2025Q4: 540 shares; 2026Q1: 1,292 shares 1,292 $161K <0.01% +752 Timeline FGD 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: 6,283 shares; 2025Q4: 6,267 shares; 2026Q1: 5,050 shares 5,050 $161K <0.01% -1,217 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,758 shares; 2025Q1: 459 shares; 2025Q2: 630 shares; 2025Q3: 885 shares; 2025Q4: 755 shares; 2026Q1: 754 shares 754 $160K <0.01% -1 Timeline MXI 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: 63 shares; 2025Q2: 955 shares; 2025Q3: 263 shares; 2025Q4: 1,260 shares; 2026Q1: 1,508 shares 1,508 $160K <0.01% +248 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 1,860 shares; 2025Q3: 299 shares; 2025Q4: 18,130 shares; 2026Q1: 1,316 shares 1,316 $159K <0.01% -16,814 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,840 shares; 2025Q2: 4,114 shares; 2025Q3: 12,883 shares; 2025Q4: 13,854 shares; 2026Q1: 18,717 shares 18,717 $159K <0.01% +4,863 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 630 shares; 2025Q2: 717 shares; 2025Q3: 445 shares; 2025Q4: 1,091 shares; 2026Q1: 952 shares 952 $157K <0.01% -139 Timeline DFIC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,979 shares; 2025Q4: 4,331 shares; 2026Q1: 4,339 shares 4,339 $154K <0.01% +8 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,717 shares; 2025Q2: 2,839 shares; 2025Q3: 3,176 shares; 2025Q4: 3,336 shares; 2026Q1: 1,199 shares 1,199 $153K <0.01% -2,137 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,134 shares; 2025Q4: 6,531 shares; 2026Q1: 8,315 shares 8,315 $153K <0.01% +1,784 Timeline BAND BANDWIDTH INC More: the full row for BANDWIDTH 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: 15,184 shares; 2025Q3: 8,267 shares; 2025Q4: 8,237 shares; 2026Q1: 8,564 shares 8,564 $153K <0.01% +327 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,645 shares; 2025Q2: 1,645 shares; 2025Q3: 2,020 shares; 2025Q4: 1,980 shares; 2026Q1: 1,949 shares 1,949 $150K <0.01% -31 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 147 shares; 2025Q2: 219 shares; 2025Q3: 236 shares; 2025Q4: 297 shares; 2026Q1: 306 shares 306 $150K <0.01% +9 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 485 shares; 2025Q4: 877 shares; 2026Q1: 1,354 shares 1,354 $149K <0.01% +477 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,681 shares; 2025Q2: 2,781 shares; 2025Q3: 2,781 shares; 2025Q4: 8,245 shares; 2026Q1: 7,708 shares 7,708 $149K <0.01% -537 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,276 shares; 2025Q2: 2,276 shares; 2025Q3: 3,028 shares; 2025Q4: 2,746 shares; 2026Q1: 2,624 shares 2,624 $149K <0.01% -122 SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 336 shares; 2025Q2: 242 shares; 2025Q3: 350 shares; 2025Q4: 400 shares; 2026Q1: 404 shares 404 $147K <0.01% +4 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000 $147K <0.01% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,289 shares; 2025Q2: 1,289 shares; 2025Q3: 2,970 shares; 2025Q4: 2,981 shares; 2026Q1: 2,991 shares 2,991 $145K <0.01% +10 Timeline SPYM 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: 397 shares; 2025Q2: 397 shares; 2025Q3: 3,366 shares; 2025Q4: 2,828 shares; 2026Q1: 1,874 shares 1,874 $143K <0.01% -954 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 677 shares; 2025Q4: 677 shares; 2026Q1: 745 shares 745 $142K <0.01% +68 Timeline HACK 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,483 shares; 2025Q4: 1,867 shares; 2026Q1: 1,867 shares 1,867 $140K <0.01% 0 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,863 shares; 2025Q2: 39 shares; 2025Q3: 38 shares; 2025Q4: 5,041 shares; 2026Q1: 4,098 shares 4,098 $139K <0.01% -943 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,154 shares; 2025Q2: 10,154 shares; 2025Q3: 9,185 shares; 2025Q4: 8,281 shares; 2026Q1: 8,356 shares 8,356 $138K <0.01% +75 Timeline DFE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,139 shares; 2025Q4: 1,919 shares; 2026Q1: 1,920 shares 1,920 $138K <0.01% +1 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 672 shares; 2025Q2: 505 shares; 2025Q3: 496 shares; 2025Q4: 737 shares; 2026Q1: 546 shares 546 $137K <0.01% -191 Timeline KMX CARMAX INC More: the full row for CARMAX INC 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: 3,676 shares; 2025Q3: 1,541 shares; 2025Q4: 4,455 shares; 2026Q1: 3,288 shares 3,288 $137K <0.01% -1,167 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,861 shares; 2025Q2: 4,786 shares; 2025Q3: 4,870 shares; 2025Q4: 5,305 shares; 2026Q1: 4,810 shares 4,810 $137K <0.01% -495 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,525 shares; 2025Q4: 6,500 shares; 2026Q1: 7,237 shares 7,237 $137K <0.01% +737 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,368 shares; 2025Q2: 5,288 shares; 2025Q3: 5,199 shares; 2025Q4: 4,597 shares; 2026Q1: 5,335 shares 5,335 $136K <0.01% +738 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 787 shares; 2025Q2: 829 shares; 2025Q3: 871 shares; 2025Q4: 1,178 shares; 2026Q1: 1,111 shares 1,111 $135K <0.01% -67 Timeline MTUM 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: 214 shares; 2025Q2: 214 shares; 2025Q3: 516 shares; 2025Q4: 557 shares; 2026Q1: 558 shares 558 $134K <0.01% +1 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,627 shares; 2025Q4: 1,632 shares; 2026Q1: 1,615 shares 1,615 $133K <0.01% -17 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,246 shares; 2025Q1: 1,473 shares; 2025Q2: 1,671 shares; 2025Q3: 1,731 shares; 2025Q4: 1,969 shares; 2026Q1: 843 shares 843 $133K <0.01% -1,126 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,025 shares; 2025Q2: 6,809 shares; 2025Q3: 8,659 shares; 2025Q4: 8,871 shares; 2026Q1: 5,825 shares 5,825 $133K <0.01% -3,046 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,562 shares; 2025Q2: 2,216 shares; 2025Q3: 2,093 shares; 2025Q4: 1,638 shares; 2026Q1: 1,444 shares 1,444 $133K <0.01% -194 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,523 shares; 2025Q2: 1,453 shares; 2025Q3: 1,918 shares; 2025Q4: 2,383 shares; 2026Q1: 1,467 shares 1,467 $130K <0.01% -916 Timeline MLR MILLER INDS INC TENN More: the full row for MILLER INDS INC TENN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,840 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,855 shares; 2026Q1: 2,855 shares 2,855 $130K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,923 shares; 2025Q2: 1,926 shares; 2025Q3: 1,728 shares; 2025Q4: 2,681 shares; 2026Q1: 2,388 shares 2,388 $129K <0.01% -293 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 303 shares; 2025Q2: 350 shares; 2025Q3: 305 shares; 2025Q4: 423 shares; 2026Q1: 375 shares 375 $128K <0.01% -48 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,385 shares; 2025Q1: 21,133 shares; 2025Q2: 29,278 shares; 2025Q3: 31,628 shares; 2025Q4: 32,950 shares; 2026Q1: 3,019 shares 3,019 $128K <0.01% -29,931 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,235 shares; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: 877 shares; 2026Q1: 1,072 shares 1,072 $127K <0.01% +195 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 702 shares; 2025Q4: 8,686 shares; 2026Q1: 2,929 shares 2,929 $126K <0.01% -5,757 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,251 shares; 2025Q2: 2,615 shares; 2025Q3: 1,213 shares; 2025Q4: 5,246 shares; 2026Q1: 4,280 shares 4,280 $126K <0.01% -966 Timeline FIDU 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: 653 shares; 2025Q2: 545 shares; 2025Q3: 475 shares; 2025Q4: 1,251 shares; 2026Q1: 1,461 shares 1,461 $126K <0.01% +210 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,494 shares; 2025Q2: 1,303 shares; 2025Q3: 1,727 shares; 2025Q4: 1,965 shares; 2026Q1: 1,260 shares 1,260 $124K <0.01% -705 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,137 shares; 2025Q2: 11,137 shares; 2025Q3: 11,137 shares; 2025Q4: 11,193 shares; 2026Q1: 11,193 shares 11,193 $123K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,398 shares; 2025Q1: 59,738 shares; 2025Q2: 46,097 shares; 2025Q3: 59,172 shares; 2025Q4: 90,739 shares; 2026Q1: 2,186 shares 2,186 $122K <0.01% -88,553 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,380 shares; 2026Q1: 2,586 shares 2,586 $122K <0.01% -794 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,923 shares; 2025Q1: 1,923 shares; 2025Q2: 1,923 shares; 2025Q3: 1,961 shares; 2025Q4: 726 shares; 2026Q1: 700 shares 700 $120K <0.01% -26 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 910 shares; 2025Q2: 1,208 shares; 2025Q3: 680 shares; 2025Q4: 1,762 shares; 2026Q1: 990 shares 990 $120K <0.01% -772 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 496 shares; 2025Q2: 495 shares; 2025Q3: 578 shares; 2025Q4: 776 shares; 2026Q1: 494 shares 494 $120K <0.01% -282 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,758 shares; 2025Q1: 12,914 shares; 2025Q2: 3,346 shares; 2025Q3: 2,907 shares; 2025Q4: 2,943 shares; 2026Q1: 1,375 shares 1,375 $119K <0.01% -1,568 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,183 shares; 2025Q2: 5,149 shares; 2025Q3: 5,159 shares; 2025Q4: 2,537 shares; 2026Q1: 1,498 shares 1,498 $116K <0.01% -1,039 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 805 shares; 2025Q2: 688 shares; 2025Q3: 370 shares; 2025Q4: 912 shares; 2026Q1: 655 shares 655 $114K <0.01% -257 Timeline SPMD 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: 42,703 shares; 2025Q2: 2,010 shares; 2025Q3: 2,790 shares; 2025Q4: 2,174 shares; 2026Q1: 1,902 shares 1,902 $113K <0.01% -272 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,058 shares; 2025Q2: 1,037 shares; 2025Q3: 1,746 shares; 2025Q4: 1,707 shares; 2026Q1: 1,956 shares 1,956 $113K <0.01% +249 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,635 shares; 2025Q1: 2,634 shares; 2025Q2: 2,634 shares; 2025Q3: 2,634 shares; 2025Q4: 880 shares; 2026Q1: 967 shares 967 $113K <0.01% +87 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,607 shares; 2025Q2: 1,067 shares; 2025Q3: 5,454 shares; 2025Q4: 5,206 shares; 2026Q1: 3,026 shares 3,026 $113K <0.01% -2,180 Timeline JCPB 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: 2,313 shares; 2025Q2: 2,313 shares; 2025Q3: 2,313 shares; 2025Q4: 2,341 shares; 2026Q1: 2,370 shares 2,370 $112K <0.01% +29 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,489 shares; 2026Q1: 1,458 shares 1,458 $111K <0.01% -31 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 119,406 shares; 2025Q2: 263,857 shares; 2025Q3: 326,698 shares; 2025Q4: 345,578 shares; 2026Q1: 5,246 shares 5,246 $111K <0.01% -340,332 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,279 shares; 2025Q1: 48 shares; 2025Q2: 165 shares; 2025Q3: 175 shares; 2025Q4: 960 shares; 2026Q1: 1,146 shares 1,146 $111K <0.01% +186 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 284 shares; 2025Q2: 372 shares; 2025Q3: 421 shares; 2025Q4: 485 shares; 2026Q1: 728 shares 728 $110K <0.01% +243 Timeline FXZ 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: 7,428 shares; 2025Q2: 9 shares; 2025Q3: 2,404 shares; 2025Q4: 1,179 shares; 2026Q1: 1,430 shares 1,430 $109K <0.01% +251 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,765 shares; 2025Q1: 4,052 shares; 2025Q2: 2,154 shares; 2025Q3: 1,623 shares; 2025Q4: 1,186 shares; 2026Q1: 1,081 shares 1,081 $108K <0.01% -105 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 757 shares; 2025Q2: 184 shares; 2025Q3: 866 shares; 2025Q4: 868 shares; 2026Q1: 1,099 shares 1,099 $107K <0.01% +231 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,007 shares; 2025Q4: 879 shares; 2026Q1: 737 shares 737 $107K <0.01% -142 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,988 shares; 2025Q4: 822 shares; 2026Q1: 970 shares 970 $107K <0.01% +148 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,336 shares; 2025Q1: 2,510 shares; 2025Q2: 1,160 shares; 2025Q3: 1,514 shares; 2025Q4: 2,084 shares; 2026Q1: 1,174 shares 1,174 $106K <0.01% -910 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 979 shares; 2025Q2: 3,379 shares; 2025Q3: 3,482 shares; 2025Q4: 4,403 shares; 2026Q1: 4,494 shares 4,494 $106K <0.01% +91 Timeline FYX 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 628 shares; 2025Q4: 1,167 shares; 2026Q1: 892 shares 892 $106K <0.01% -275 Timeline FREL 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: 440 shares; 2025Q2: 406 shares; 2025Q3: 790 shares; 2025Q4: 7,981 shares; 2026Q1: 3,887 shares 3,887 $105K <0.01% -4,094 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,141 shares; 2025Q4: 1,149 shares; 2026Q1: 1,149 shares 1,149 $105K <0.01% 0 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 4,560 shares; 2025Q3: 7,710 shares; 2025Q4: 8,923 shares; 2026Q1: 3,963 shares 3,963 $105K <0.01% -4,960 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 776 shares; 2025Q2: 795 shares; 2025Q3: 818 shares; 2025Q4: 939 shares; 2026Q1: 730 shares 730 $104K <0.01% -209 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,939 shares; 2025Q1: 3,896 shares; 2025Q2: 4,747 shares; 2025Q3: 4,919 shares; 2025Q4: 4,803 shares; 2026Q1: 2,901 shares 2,901 $104K <0.01% -1,902 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,459 shares; 2025Q4: 1,592 shares; 2026Q1: 1,473 shares 1,473 $103K <0.01% -119 Timeline FMAT 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: 2,308 shares; 2025Q2: 1,929 shares; 2025Q3: 2,292 shares; 2025Q4: 2,067 shares; 2026Q1: 1,764 shares 1,764 $102K <0.01% -303 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67 shares; 2025Q4: 68 shares; 2026Q1: 1,068 shares 1,068 $101K <0.01% +1,000 Timeline FXU 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: 1,232 shares; 2025Q2: 209 shares; 2025Q3: 461 shares; 2025Q4: 304 shares; 2026Q1: 2,005 shares 2,005 $99K <0.01% +1,701 Timeline BNDC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,348 shares; 2025Q4: 4,396 shares; 2026Q1: 4,440 shares 4,440 $99K <0.01% +44 Timeline SPHY 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: not reported; 2025Q2: not reported; 2025Q3: 6,317 shares; 2025Q4: 4,165 shares; 2026Q1: 4,214 shares 4,214 $98K <0.01% +49 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 180 shares; 2026Q1: 206 shares 206 $98K <0.01% +26 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81 shares; 2026Q1: 244 shares 244 $97K <0.01% +163 Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,082 shares; 2026Q1: 4,082 shares 4,082 $97K <0.01% 0 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,151 shares; 2025Q4: 1,173 shares; 2026Q1: 1,050 shares 1,050 $96K <0.01% -123 FOR FORESTAR GROUP INC More: the full row for FORESTAR 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: 3,911 shares 3,911 $96K <0.01% new Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,524 shares; 2025Q1: 5,115 shares; 2025Q2: 4,035 shares; 2025Q3: 2,988 shares; 2025Q4: 1,420 shares; 2026Q1: 1,374 shares 1,374 $95K <0.01% -46 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,961 shares; 2025Q2: 41,961 shares; 2025Q3: 41,961 shares; 2025Q4: 41,961 shares; 2026Q1: 41,961 shares 41,961 $95K <0.01% 0 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,861 shares; 2025Q2: 1,956 shares; 2025Q3: 1,802 shares; 2025Q4: 1,717 shares; 2026Q1: 1,171 shares 1,171 $95K <0.01% -546 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 1,162 shares; 2025Q4: 1,058 shares; 2026Q1: 890 shares 890 $94K <0.01% -168 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: 1,413 shares; 2026Q1: 1,413 shares 1,413 $93K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,116 shares; 2025Q2: 5,174 shares; 2025Q3: 5,792 shares; 2025Q4: 5,494 shares; 2026Q1: 6,146 shares 6,146 $92K <0.01% +652 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,222 shares; 2025Q2: 3,073 shares; 2025Q3: 1,993 shares; 2025Q4: 3,873 shares; 2026Q1: 2,715 shares 2,715 $92K <0.01% -1,158 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 1,712 shares; 2026Q1: 1,916 shares 1,916 $92K <0.01% +204 Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,024 shares; 2025Q4: 1,189 shares; 2026Q1: 1,319 shares 1,319 $92K <0.01% +130 Timeline ICF 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: 156 shares; 2025Q2: 718 shares; 2025Q3: 433 shares; 2025Q4: 1,127 shares; 2026Q1: 1,483 shares 1,483 $92K <0.01% +356 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,244 shares; 2025Q2: 3,739 shares; 2025Q3: 3,745 shares; 2025Q4: 2,652 shares; 2026Q1: 1,942 shares 1,942 $91K <0.01% -710 Timeline IWB 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: 8,213 shares; 2025Q1: 277 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 324 shares; 2026Q1: 257 shares 257 $91K <0.01% -67 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 314 shares; 2025Q2: 651 shares; 2025Q3: 1,143 shares; 2025Q4: 1,162 shares; 2026Q1: 1,230 shares 1,230 $91K <0.01% +68 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,270 shares; 2025Q2: 1,445 shares; 2025Q3: 1,568 shares; 2025Q4: 612 shares; 2026Q1: 1,942 shares 1,942 $90K <0.01% +1,330 Timeline EMLP 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: not reported; 2025Q4: 1,864 shares; 2026Q1: 2,056 shares 2,056 $90K <0.01% +192 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,204 shares; 2025Q1: 782 shares; 2025Q2: 460 shares; 2025Q3: 857 shares; 2025Q4: 1,250 shares; 2026Q1: 565 shares 565 $89K <0.01% -685 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 118 shares; 2025Q2: 1,039 shares; 2025Q3: 1,039 shares; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares 1,035 $89K <0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 915 shares; 2025Q2: 973 shares; 2025Q3: 1,112 shares; 2025Q4: 1,259 shares; 2026Q1: 546 shares 546 $89K <0.01% -713 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 752 shares; 2025Q2: 780 shares; 2025Q3: 740 shares; 2025Q4: 698 shares; 2026Q1: 508 shares 508 $88K <0.01% -190 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,189 shares; 2025Q2: 1,264 shares; 2025Q3: 229 shares; 2025Q4: 660 shares; 2026Q1: 550 shares 550 $87K <0.01% -110 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,047 shares; 2025Q2: 1,041 shares; 2025Q3: 1,135 shares; 2025Q4: 1,485 shares; 2026Q1: 879 shares 879 $86K <0.01% -606 Timeline MGC 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: not reported; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 355 shares; 2025Q4: 357 shares; 2026Q1: 358 shares 358 $85K <0.01% +1 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 218 shares; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 344 shares; 2026Q1: 200 shares 200 $85K <0.01% -144 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,014 shares; 2025Q2: 8,014 shares; 2025Q3: 8,014 shares; 2025Q4: 8,055 shares; 2026Q1: 8,055 shares 8,055 $85K <0.01% 0 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS 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: 2,178 shares; 2025Q4: 9,398 shares; 2026Q1: 2,917 shares 2,917 $85K <0.01% -6,481 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,033 shares; 2026Q1: 1,018 shares 1,018 $84K <0.01% -15 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 457 shares; 2025Q3: 312 shares; 2025Q4: 1,145 shares; 2026Q1: 612 shares 612 $83K <0.01% -533 Timeline FDRR 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: 583 shares; 2025Q2: 772 shares; 2025Q3: 1,386 shares; 2025Q4: 1,409 shares; 2026Q1: 1,413 shares 1,413 $83K <0.01% +4 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: 583 shares; 2025Q3: 752 shares; 2025Q4: 903 shares; 2026Q1: 640 shares 640 $81K <0.01% -263 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,583 shares; 2025Q2: 9,143 shares; 2025Q3: 11,881 shares; 2025Q4: 12,183 shares; 2026Q1: 3,547 shares 3,547 $80K <0.01% -8,636 Timeline FUTY 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: 3,697 shares; 2025Q2: 7,143 shares; 2025Q3: 1,413 shares; 2025Q4: 1,385 shares; 2026Q1: 1,361 shares 1,361 $80K <0.01% -24 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 873 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 859 shares; 2026Q1: 1,010 shares 1,010 $79K <0.01% +151 Timeline RDVY 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: 297 shares; 2025Q3: 817 shares; 2025Q4: 1,148 shares; 2026Q1: 1,150 shares 1,150 $79K <0.01% +2 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 255 shares 255 $78K <0.01% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,765 shares; 2025Q2: 6,765 shares; 2025Q3: 6,765 shares; 2025Q4: 6,884 shares; 2026Q1: 6,964 shares 6,964 $78K <0.01% +80 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 441 shares; 2025Q2: 441 shares; 2025Q3: 743 shares; 2025Q4: 570 shares; 2026Q1: 570 shares 570 $77K <0.01% 0 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,478 shares; 2025Q2: 10,039 shares; 2025Q3: 5,279 shares; 2025Q4: 20,191 shares; 2026Q1: 1,938 shares 1,938 $77K <0.01% -18,253 DFIV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,434 shares; 2025Q4: 1,445 shares; 2026Q1: 1,448 shares 1,448 $76K <0.01% +3 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS 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: 243 shares; 2025Q4: 546 shares; 2026Q1: 379 shares 379 $76K <0.01% -167 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,486 shares; 2025Q2: 1,486 shares; 2025Q3: 1,486 shares; 2025Q4: 1,501 shares; 2026Q1: 1,507 shares 1,507 $76K <0.01% +6 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,877 shares; 2025Q2: 450 shares; 2025Q3: 1,071 shares; 2025Q4: 1,198 shares; 2026Q1: 785 shares 785 $76K <0.01% -413 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61 shares; 2026Q1: 239 shares 239 $75K <0.01% +178 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,496 shares; 2025Q4: 4,570 shares; 2026Q1: 4,402 shares 4,402 $75K <0.01% -168 Timeline LCID LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,785 shares 7,785 $74K <0.01% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,899 shares; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares; 2025Q4: 1,899 shares; 2026Q1: 1,184 shares 1,184 $74K <0.01% -715 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,459 shares; 2025Q4: 1,598 shares; 2026Q1: 1,511 shares 1,511 $73K <0.01% -87 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 2,584 shares; 2025Q3: 2,883 shares; 2025Q4: 3,635 shares; 2026Q1: 1,085 shares 1,085 $73K <0.01% -2,550 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139 shares; 2025Q3: 280 shares; 2025Q4: 890 shares; 2026Q1: 966 shares 966 $73K <0.01% +76 Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,913 shares; 2026Q1: 2,824 shares 2,824 $73K <0.01% -1,089 Timeline EFAV 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: 412 shares; 2025Q2: 412 shares; 2025Q3: 1,118 shares; 2025Q4: 1,153 shares; 2026Q1: 793 shares 793 $72K <0.01% -360 Timeline VC VISTEON CORP More: the full row for VISTEON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 809 shares; 2025Q2: 843 shares; 2025Q3: 765 shares; 2025Q4: 738 shares; 2026Q1: 785 shares 785 $72K <0.01% +47 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 741 shares; 2025Q4: 682 shares; 2026Q1: 657 shares 657 $72K <0.01% -25 Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,014 shares; 2026Q1: 1,019 shares 1,019 $71K <0.01% +5 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS 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: 9,190 shares; 2025Q4: 8,990 shares; 2026Q1: 8,890 shares 8,890 $71K <0.01% -100 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 417 shares; 2025Q2: 238 shares; 2025Q3: 1,208 shares; 2025Q4: 1,286 shares; 2026Q1: 532 shares 532 $71K <0.01% -754 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT 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: 3,325 shares; 2025Q4: 2,743 shares; 2026Q1: 3,310 shares 3,310 $70K <0.01% +567 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 448 shares; 2025Q4: 448 shares; 2026Q1: 420 shares 420 $70K <0.01% -28 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 533 shares; 2025Q4: 534 shares; 2026Q1: 535 shares 535 $70K <0.01% +1 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,071 shares; 2025Q4: 4,367 shares; 2026Q1: 2,274 shares 2,274 $69K <0.01% -2,093 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 360 shares; 2025Q2: 827 shares; 2025Q3: 958 shares; 2025Q4: 1,005 shares; 2026Q1: 836 shares 836 $69K <0.01% -169 Timeline XME 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: not reported; 2025Q2: 6,041 shares; 2025Q3: 388 shares; 2025Q4: 744 shares; 2026Q1: 625 shares 625 $67K <0.01% -119 Timeline VIGI 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: not reported; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 945 shares; 2025Q4: 897 shares; 2026Q1: 759 shares 759 $67K <0.01% -138 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 878 shares; 2025Q2: 878 shares; 2025Q3: 878 shares; 2025Q4: 878 shares; 2026Q1: 1,030 shares 1,030 $67K <0.01% +152 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 810 shares; 2025Q4: 823 shares; 2026Q1: 823 shares 823 $66K <0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 300 shares; 2025Q4: 281 shares; 2026Q1: 282 shares 282 $66K <0.01% +1 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 2,286 shares; 2026Q1: 1,596 shares 1,596 $66K <0.01% -690 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 935 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950 $65K <0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,372 shares; 2025Q2: 2,317 shares; 2025Q3: 2,423 shares; 2025Q4: 3,146 shares; 2026Q1: 703 shares 703 $65K <0.01% -2,443 Timeline DIHP 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,003 shares; 2025Q4: 2,011 shares; 2026Q1: 2,019 shares 2,019 $65K <0.01% +8 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 18,626 shares; 2025Q4: 5,637 shares; 2026Q1: 3,550 shares 3,550 $64K <0.01% -2,087 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 228 shares 228 $64K <0.01% 0 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,108 shares; 2025Q4: 1,126 shares; 2026Q1: 1,125 shares 1,125 $64K <0.01% -1 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $63K <0.01% 0 Timeline XNTK 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: 696 shares; 2025Q2: 473 shares; 2025Q3: 1,771 shares; 2025Q4: 455 shares; 2026Q1: 245 shares 245 $63K <0.01% -210 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,612 shares; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 399 shares; 2025Q4: 403 shares; 2026Q1: 406 shares 406 $61K <0.01% +3 Timeline TFLO 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: 1,173 shares; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,188 shares; 2026Q1: 1,195 shares 1,195 $61K <0.01% +7 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,468 shares; 2025Q2: 3,468 shares; 2025Q3: 3,468 shares; 2025Q4: 3,585 shares; 2026Q1: 3,604 shares 3,604 $61K <0.01% +19 Timeline TLTD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 643 shares; 2025Q4: 652 shares; 2026Q1: 653 shares 653 $61K <0.01% +1 Timeline EIS 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: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 527 shares; 2026Q1: 527 shares 527 $61K <0.01% 0 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,728 shares; 2025Q2: 58,556 shares; 2025Q3: 60,699 shares; 2025Q4: 60,958 shares; 2026Q1: 3,253 shares 3,253 $61K <0.01% -57,705 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 371 shares; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares; 2025Q4: 1,703 shares; 2026Q1: 1,702 shares 1,702 $60K <0.01% -1 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 533 shares; 2025Q2: 715 shares; 2025Q3: 942 shares; 2025Q4: 1,049 shares; 2026Q1: 541 shares 541 $60K <0.01% -508 Timeline HRI HERC HLDGS INC More: the full row for HERC 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: 733 shares; 2025Q4: 736 shares; 2026Q1: 598 shares 598 $60K <0.01% -138 Timeline DUHP 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,635 shares; 2025Q4: 1,638 shares; 2026Q1: 1,643 shares 1,643 $60K <0.01% +5 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 1,910 shares; 2025Q3: 197 shares; 2025Q4: 202 shares; 2026Q1: 179 shares 179 $59K <0.01% -23 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 230 shares; 2025Q4: 497 shares; 2026Q1: 627 shares 627 $59K <0.01% +130 Timeline FTSL 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: 3,261 shares; 2025Q4: 1,278 shares; 2026Q1: 1,309 shares 1,309 $59K <0.01% +31 Timeline HYD 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: 198,666 shares; 2025Q1: 5,036 shares; 2025Q2: 3,605 shares; 2025Q3: 1,724 shares; 2025Q4: 1,706 shares; 2026Q1: 1,150 shares 1,150 $58K <0.01% -556 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 525 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 61 shares; 2026Q1: 80 shares 80 $58K <0.01% +19 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 285 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $58K <0.01% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 3,973 shares; 2025Q4: 736 shares; 2026Q1: 573 shares 573 $58K <0.01% -163 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,236 shares; 2025Q2: 3,206 shares; 2025Q3: 1,216 shares; 2025Q4: 1,186 shares; 2026Q1: 1,194 shares 1,194 $58K <0.01% +8 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 82,147 shares; 2025Q2: 263,283 shares; 2025Q3: 63,316 shares; 2025Q4: 64,123 shares; 2026Q1: 2,973 shares 2,973 $58K <0.01% -61,150 Timeline RSPG 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: 10,142 shares; 2025Q2: 226 shares; 2025Q3: 240 shares; 2025Q4: 226 shares; 2026Q1: 522 shares 522 $57K <0.01% +296 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 2,344 shares 2,344 $56K <0.01% new Timeline TDTT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,271 shares; 2025Q4: 2,303 shares; 2026Q1: 2,303 shares 2,303 $56K <0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 912 shares; 2025Q2: 881 shares; 2025Q3: 1,048 shares; 2025Q4: 1,116 shares; 2026Q1: 447 shares 447 $55K <0.01% -669 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 2,572 shares; 2026Q1: 1,230 shares 1,230 $55K <0.01% -1,342 Timeline SPTS 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: 2,214 shares; 2025Q2: 1,936 shares; 2025Q3: 1,938 shares; 2025Q4: 1,884 shares; 2026Q1: 1,877 shares 1,877 $55K <0.01% -7 Timeline DHS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $55K <0.01% new Timeline DFAX 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: not reported; 2025Q1: 1,346 shares; 2025Q2: 1,346 shares; 2025Q3: 1,616 shares; 2025Q4: 1,627 shares; 2026Q1: 1,630 shares 1,630 $55K <0.01% +3 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,033 shares; 2025Q4: 5,139 shares; 2026Q1: 5,230 shares 5,230 $55K <0.01% +91 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 258 shares; 2025Q4: 1,756 shares; 2026Q1: 1,171 shares 1,171 $55K <0.01% -585 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 722 shares; 2025Q4: 722 shares; 2026Q1: 575 shares 575 $54K <0.01% -147 Timeline IYK 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: 13,269 shares; 2025Q1: 771 shares; 2025Q2: 7,994 shares; 2025Q3: 1,002 shares; 2025Q4: 3,418 shares; 2026Q1: 751 shares 751 $53K <0.01% -2,667 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 705 shares; 2025Q4: 5,595 shares; 2026Q1: 1,239 shares 1,239 $53K <0.01% -4,356 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 208 shares 208 $52K <0.01% +206 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 1,611 shares; 2025Q4: 1,005 shares; 2026Q1: 690 shares 690 $51K <0.01% -315 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 673 shares; 2025Q4: 535 shares; 2026Q1: 536 shares 536 $51K <0.01% +1 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 827 shares; 2025Q2: 1,044 shares; 2025Q3: 1,090 shares; 2025Q4: 1,198 shares; 2026Q1: 1,325 shares 1,325 $51K <0.01% +127 Timeline MAT MATTEL INC More: the full row for MATTEL 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: 371,982 shares; 2025Q4: 393,717 shares; 2026Q1: 3,503 shares 3,503 $51K <0.01% -390,214 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,891 shares 1,891 $50K <0.01% new Timeline SEM SELECT MED HLDGS CORP More: the full row for SELECT MED HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,904 shares; 2025Q1: 47,828 shares; 2025Q2: 95,343 shares; 2025Q3: 7,675 shares; 2025Q4: 4,489 shares; 2026Q1: 3,083 shares 3,083 $50K <0.01% -1,406 Timeline EWQ 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: 3,619 shares; 2025Q2: 3,251 shares; 2025Q3: 1,794 shares; 2025Q4: 1,610 shares; 2026Q1: 1,154 shares 1,154 $50K <0.01% -456 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,241 shares; 2025Q4: 522 shares; 2026Q1: 323 shares 323 $49K <0.01% -199 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 484 shares; 2025Q2: 484 shares; 2025Q3: 108,269 shares; 2025Q4: 117,700 shares; 2026Q1: 1,260 shares 1,260 $49K <0.01% -116,440 Timeline XOP 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: not reported; 2025Q2: 3,105 shares; 2025Q3: 358 shares; 2025Q4: 330 shares; 2026Q1: 267 shares 267 $49K <0.01% -63 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 2,119 shares; 2025Q4: 2,159 shares; 2026Q1: 2,188 shares 2,188 $49K <0.01% +29 Timeline UTL UNITIL CORP More: the full row for UNITIL 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: 914 shares; 2026Q1: 914 shares 914 $48K <0.01% 0 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 282,973 shares; 2025Q4: 295,969 shares; 2026Q1: 1,990 shares 1,990 $48K <0.01% -293,979 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 2,394 shares; 2025Q4: 2,432 shares; 2026Q1: 2,458 shares 2,458 $48K <0.01% +26 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 2,417 shares; 2025Q4: 2,454 shares; 2026Q1: 2,479 shares 2,479 $48K <0.01% +25 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 1,977 shares; 2025Q4: 2,014 shares; 2026Q1: 2,042 shares 2,042 $47K <0.01% +28 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,294 shares; 2025Q2: 2,294 shares; 2025Q3: 2,299 shares; 2025Q4: 2,315 shares; 2026Q1: 2,331 shares 2,331 $47K <0.01% +16 Timeline ICLN 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: 432,009 shares; 2025Q1: 211,077 shares; 2025Q2: 10,148 shares; 2025Q3: 5,915 shares; 2025Q4: 3,034 shares; 2026Q1: 2,509 shares 2,509 $46K <0.01% -525 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 308 shares; 2026Q1: 309 shares 309 $46K <0.01% +1 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,845 shares; 2025Q2: 7,382 shares; 2025Q3: 1,398 shares; 2025Q4: 10,602 shares; 2026Q1: 2,742 shares 2,742 $46K <0.01% -7,860 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 2,382 shares; 2025Q4: 2,422 shares; 2026Q1: 2,448 shares 2,448 $46K <0.01% +26 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 331 shares 331 $45K <0.01% +317 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,975 shares; 2025Q2: 444 shares; 2025Q3: 5,814 shares; 2025Q4: 2,502 shares; 2026Q1: 2,038 shares 2,038 $45K <0.01% -464 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 733 shares; 2025Q2: 664 shares; 2025Q3: 664 shares; 2025Q4: 656 shares; 2026Q1: 657 shares 657 $45K <0.01% +1 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 430 shares; 2025Q4: 1,444 shares; 2026Q1: 1,943 shares 1,943 $44K <0.01% +499 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 465 shares; 2026Q1: 465 shares 465 $44K <0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 32 shares 32 $44K <0.01% +18 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $44K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,175 shares; 2025Q2: 1,993 shares; 2025Q3: 776 shares; 2025Q4: 797 shares; 2026Q1: 782 shares 782 $43K <0.01% -15 Timeline IEF 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: 99 shares; 2025Q2: 99 shares; 2025Q3: 603 shares; 2025Q4: 1,517 shares; 2026Q1: 451 shares 451 $43K <0.01% -1,066 Timeline FTA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 574 shares; 2025Q4: 468 shares; 2026Q1: 469 shares 469 $43K <0.01% +1 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,476 shares; 2025Q2: 2,742 shares; 2025Q3: 2,345 shares; 2025Q4: 2,515 shares; 2026Q1: 516 shares 516 $42K <0.01% -1,999 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19 shares 19 $42K <0.01% new Timeline