VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324,639 shares; 2024Q4: 345,944 shares; 2025Q1: 363,202 shares; 2025Q2: 394,470 shares; 2025Q3: 402,259 shares; 2025Q4: 408,161 shares; 2026Q1: 414,124 shares 414,124 $133M 17.21% +5,963 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 733,321 shares; 2024Q4: 730,789 shares; 2025Q1: 661,655 shares; 2025Q2: 651,339 shares; 2025Q3: 655,588 shares; 2025Q4: 719,696 shares; 2026Q1: 720,534 shares 720,534 $56.2M 7.28% +838 Timeline IQLT 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: 953,139 shares; 2024Q4: 940,127 shares; 2025Q1: 937,209 shares; 2025Q2: 1,164,827 shares; 2025Q3: 1,035,618 shares; 2025Q4: 1,012,270 shares; 2026Q1: 967,543 shares 967,543 $44.7M 5.79% -44,727 Timeline JPIE 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: 756,628 shares; 2024Q4: 795,030 shares; 2025Q1: 825,134 shares; 2025Q2: 851,022 shares; 2025Q3: 901,942 shares; 2025Q4: 933,629 shares; 2026Q1: 946,406 shares 946,406 $43.6M 5.65% +12,777 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536,859 shares; 2024Q4: 524,563 shares; 2025Q1: 510,952 shares; 2025Q2: 568,670 shares; 2025Q3: 564,447 shares; 2025Q4: 571,381 shares; 2026Q1: 572,859 shares 572,859 $36.7M 4.75% +1,478 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,151 shares; 2024Q4: 74,554 shares; 2025Q1: 74,440 shares; 2025Q2: 76,846 shares; 2025Q3: 73,919 shares; 2025Q4: 72,298 shares; 2026Q1: 71,042 shares 71,042 $34M 4.41% -1,256 Timeline QQQM 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: 137,875 shares; 2024Q4: 145,177 shares; 2025Q1: 152,111 shares; 2025Q2: 151,160 shares; 2025Q3: 142,282 shares; 2025Q4: 141,713 shares; 2026Q1: 139,872 shares 139,872 $33.2M 4.3% -1,841 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: 576,009 shares; 2024Q4: 558,371 shares; 2025Q1: 543,821 shares; 2025Q2: 474,869 shares; 2025Q3: 451,788 shares; 2025Q4: 441,376 shares; 2026Q1: 430,362 shares 430,362 $30.2M 3.91% -11,014 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,450 shares; 2025Q3: 134,073 shares; 2025Q4: 205,899 shares; 2026Q1: 244,642 shares 244,642 $18.9M 2.45% +38,743 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,466 shares; 2024Q4: 46,458 shares; 2025Q1: 44,130 shares; 2025Q2: 37,361 shares; 2025Q3: 31,773 shares; 2025Q4: 31,189 shares; 2026Q1: 32,699 shares 32,699 $18.9M 2.44% +1,510 Timeline IDMO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,637 shares; 2025Q3: 217,529 shares; 2025Q4: 266,107 shares; 2026Q1: 283,681 shares 283,681 $15.6M 2.01% +17,574 Timeline JQUA 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: 199,744 shares; 2024Q4: 223,274 shares; 2025Q1: 235,613 shares; 2025Q2: 265,388 shares; 2025Q3: 257,028 shares; 2025Q4: 258,724 shares; 2026Q1: 248,204 shares 248,204 $15.2M 1.97% -10,520 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,692 shares; 2025Q3: 48,620 shares; 2025Q4: 57,464 shares; 2026Q1: 59,715 shares 59,715 $14.3M 1.86% +2,251 Timeline AVDV 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: 143,928 shares; 2024Q4: 149,879 shares; 2025Q1: 154,252 shares; 2025Q2: 131,449 shares; 2025Q3: 130,377 shares; 2025Q4: 134,229 shares; 2026Q1: 140,351 shares 140,351 $14M 1.82% +6,122 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,347 shares; 2024Q4: 49,483 shares; 2025Q1: 48,639 shares; 2025Q2: 48,377 shares; 2025Q3: 48,645 shares; 2025Q4: 48,732 shares; 2026Q1: 48,315 shares 48,315 $13.1M 1.69% -417 Timeline SPGP 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: 249,712 shares; 2024Q4: 257,427 shares; 2025Q1: 246,818 shares; 2025Q2: 199,700 shares; 2025Q3: 142,931 shares; 2025Q4: 127,290 shares; 2026Q1: 113,320 shares 113,320 $12.2M 1.58% -13,970 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,558 shares; 2024Q4: 40,004 shares; 2025Q1: 39,048 shares; 2025Q2: 43,711 shares; 2025Q3: 45,504 shares; 2025Q4: 47,408 shares; 2026Q1: 65,648 shares 65,648 $11.4M 1.48% +18,240 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,615 shares; 2024Q4: 42,000 shares; 2025Q1: 40,466 shares; 2025Q2: 38,390 shares; 2025Q3: 40,205 shares; 2025Q4: 44,074 shares; 2026Q1: 43,322 shares 43,322 $11M 1.42% -752 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,612 shares; 2024Q4: 30,871 shares; 2025Q1: 49,710 shares; 2025Q2: 122,431 shares; 2025Q3: 132,525 shares; 2025Q4: 152,367 shares; 2026Q1: 158,950 shares 158,950 $10.2M 1.32% +6,583 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,638 shares; 2024Q4: 23,419 shares; 2025Q1: 23,366 shares; 2025Q2: 24,694 shares; 2025Q3: 25,252 shares; 2025Q4: 25,183 shares; 2026Q1: 25,569 shares 25,569 $9.46M 1.23% +386 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,259 shares; 2024Q4: 12,275 shares; 2025Q1: 12,285 shares; 2025Q2: 12,262 shares; 2025Q3: 12,265 shares; 2025Q4: 12,341 shares; 2026Q1: 12,770 shares 12,770 $7.63M 0.99% +429 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: 25,219 shares; 2024Q4: 24,912 shares; 2025Q1: 34,637 shares; 2025Q2: 91,659 shares; 2025Q3: 84,107 shares; 2025Q4: 84,926 shares; 2026Q1: 92,881 shares 92,881 $7.48M 0.97% +7,955 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,627 shares; 2024Q4: 19,261 shares; 2025Q1: 18,804 shares; 2025Q2: 20,074 shares; 2025Q3: 21,177 shares; 2025Q4: 22,442 shares; 2026Q1: 22,165 shares 22,165 $4.62M 0.6% -277 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,269 shares; 2024Q4: 12,580 shares; 2025Q1: 12,748 shares; 2025Q2: 12,724 shares; 2025Q3: 13,460 shares; 2025Q4: 14,001 shares; 2026Q1: 14,784 shares 14,784 $4.25M 0.55% +783 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,442 shares; 2025Q1: 71,442 shares; 2025Q2: 50,442 shares; 2025Q3: 45,038 shares; 2025Q4: 45,038 shares; 2026Q1: 41,854 shares 41,854 $4.08M 0.53% -3,184 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,079 shares; 2024Q4: 9,450 shares; 2025Q1: 14,071 shares; 2025Q2: 14,071 shares; 2025Q3: 11,652 shares; 2025Q4: 11,646 shares; 2026Q1: 6,651 shares 6,651 $4.02M 0.52% -4,995 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,417 shares; 2024Q4: 12,685 shares; 2025Q1: 12,846 shares; 2025Q2: 12,616 shares; 2025Q3: 13,283 shares; 2025Q4: 13,543 shares; 2026Q1: 13,734 shares 13,734 $3.94M 0.51% +191 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,365 shares; 2026Q1: 49,951 shares 49,951 $3.75M 0.49% +38,586 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,779 shares; 2024Q4: 6,779 shares; 2025Q1: 6,788 shares; 2025Q2: 7,001 shares; 2025Q3: 7,001 shares; 2025Q4: 7,841 shares; 2026Q1: 7,983 shares 7,983 $3.44M 0.44% +142 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,843 shares; 2024Q4: 23,596 shares; 2025Q1: 20,071 shares; 2025Q2: 17,851 shares; 2025Q3: 16,787 shares; 2025Q4: 16,315 shares; 2026Q1: 15,420 shares 15,420 $3.32M 0.43% -895 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,257 shares; 2024Q4: 8,188 shares; 2025Q1: 7,874 shares; 2025Q2: 8,616 shares; 2025Q3: 8,833 shares; 2025Q4: 9,010 shares; 2026Q1: 10,650 shares 10,650 $3.3M 0.43% +1,640 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,279 shares; 2024Q4: 87,392 shares; 2025Q1: 78,912 shares; 2025Q2: 67,944 shares; 2025Q3: 59,847 shares; 2025Q4: 57,215 shares; 2026Q1: 55,967 shares 55,967 $3.02M 0.39% -1,248 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,661 shares; 2024Q4: 4,686 shares; 2025Q1: 4,779 shares; 2025Q2: 5,903 shares; 2025Q3: 7,291 shares; 2025Q4: 7,682 shares; 2026Q1: 7,664 shares 7,664 $2.85M 0.37% -18 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,217 shares; 2024Q4: 9,237 shares; 2025Q1: 9,233 shares; 2025Q2: 9,275 shares; 2025Q3: 8,431 shares; 2025Q4: 8,268 shares; 2026Q1: 8,284 shares 8,284 $2.71M 0.35% +16 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,303 shares; 2024Q4: 6,005 shares; 2025Q1: 9,267 shares; 2025Q2: 9,770 shares; 2025Q3: 9,015 shares; 2025Q4: 9,901 shares; 2026Q1: 9,900 shares 9,900 $2.42M 0.31% -1 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,125 shares; 2024Q4: 42,050 shares; 2025Q1: 42,103 shares; 2025Q2: 42,148 shares; 2025Q3: 42,148 shares; 2025Q4: 43,208 shares; 2026Q1: 43,364 shares 43,364 $2.41M 0.31% +156 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,727 shares; 2024Q4: 3,825 shares; 2025Q1: 4,003 shares; 2025Q2: 3,879 shares; 2025Q3: 4,088 shares; 2025Q4: 3,920 shares; 2026Q1: 4,178 shares 4,178 $2.39M 0.31% +258 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,649 shares; 2024Q4: 12,432 shares; 2025Q1: 12,606 shares; 2025Q2: 10,197 shares; 2025Q3: 10,359 shares; 2025Q4: 12,255 shares; 2026Q1: 13,041 shares 13,041 $2.21M 0.29% +786 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,355 shares; 2026Q1: 10,875 shares 10,875 $2.16M 0.28% +1,520 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,584 shares; 2024Q4: 49,897 shares; 2025Q1: 50,025 shares; 2025Q2: 81,745 shares; 2025Q3: 81,745 shares; 2025Q4: 83,720 shares; 2026Q1: 83,729 shares 83,729 $2.1M 0.27% +9 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,531 shares; 2024Q4: 17,839 shares; 2025Q1: 18,268 shares; 2025Q2: 17,306 shares; 2025Q3: 17,380 shares; 2025Q4: 17,526 shares; 2026Q1: 16,781 shares 16,781 $2.09M 0.27% -745 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,991 shares; 2024Q4: 1,933 shares; 2025Q1: 2,010 shares; 2025Q2: 1,984 shares; 2025Q3: 1,791 shares; 2025Q4: 2,059 shares; 2026Q1: 2,220 shares 2,220 $2.04M 0.26% +161 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,308 shares; 2024Q4: 10,926 shares; 2025Q1: 10,393 shares; 2025Q2: 9,316 shares; 2025Q3: 8,719 shares; 2025Q4: 7,904 shares; 2026Q1: 7,140 shares 7,140 $2.01M 0.26% -764 Timeline BOND 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: 33,788 shares; 2024Q4: 31,814 shares; 2025Q1: 30,823 shares; 2025Q2: 29,591 shares; 2025Q3: 23,455 shares; 2025Q4: 22,418 shares; 2026Q1: 21,601 shares 21,601 $1.99M 0.26% -817 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,841 shares; 2024Q4: 81,724 shares; 2025Q1: 80,510 shares; 2025Q2: 79,274 shares; 2025Q3: 78,904 shares; 2025Q4: 65,395 shares; 2026Q1: 65,356 shares 65,356 $1.97M 0.25% -39 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,897 shares; 2024Q4: 6,000 shares; 2025Q1: 6,303 shares; 2025Q2: 6,147 shares; 2025Q3: 6,252 shares; 2025Q4: 6,354 shares; 2026Q1: 6,283 shares 6,283 $1.85M 0.24% -71 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 5,842 shares; 2025Q1: 6,031 shares; 2025Q2: 6,151 shares; 2025Q3: 6,180 shares; 2025Q4: 6,161 shares; 2026Q1: 5,954 shares 5,954 $1.8M 0.23% -207 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,051 shares; 2024Q4: 2,051 shares; 2025Q1: 3,536 shares; 2025Q2: 11,181 shares; 2025Q3: 11,106 shares; 2025Q4: 11,386 shares; 2026Q1: 11,386 shares 11,386 $1.62M 0.21% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 1,491 shares; 2025Q1: 1,539 shares; 2025Q2: 1,513 shares; 2025Q3: 1,487 shares; 2025Q4: 1,414 shares; 2026Q1: 1,561 shares 1,561 $1.56M 0.2% +147 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,537 shares; 2024Q4: 8,840 shares; 2025Q1: 8,854 shares; 2025Q2: 9,538 shares; 2025Q3: 9,519 shares; 2025Q4: 8,973 shares; 2026Q1: 9,025 shares 9,025 $1.49M 0.19% +52 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,186 shares; 2025Q1: 1,260 shares; 2025Q2: 1,336 shares; 2025Q3: 1,284 shares; 2025Q4: 12,249 shares; 2026Q1: 15,018 shares 15,018 $1.44M 0.19% +2,769 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,636 shares; 2024Q4: 61,708 shares; 2025Q1: 60,543 shares; 2025Q2: 29,170 shares; 2025Q3: 24,683 shares; 2025Q4: 24,624 shares; 2026Q1: 23,256 shares 23,256 $1.32M 0.17% -1,368 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,475 shares; 2024Q4: 4,522 shares; 2025Q1: 4,728 shares; 2025Q2: 4,783 shares; 2025Q3: 4,852 shares; 2025Q4: 5,248 shares; 2026Q1: 5,567 shares 5,567 $1.32M 0.17% +319 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,404 shares; 2024Q4: 15,274 shares; 2025Q1: 16,235 shares; 2025Q2: 16,505 shares; 2025Q3: 16,918 shares; 2025Q4: 16,694 shares; 2026Q1: 18,269 shares 18,269 $1.21M 0.16% +1,575 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,633 shares; 2024Q4: 4,657 shares; 2025Q1: 4,904 shares; 2025Q2: 4,722 shares; 2025Q3: 5,068 shares; 2025Q4: 5,594 shares; 2026Q1: 5,483 shares 5,483 $1.19M 0.15% -111 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: 3,026 shares; 2025Q1: 3,354 shares; 2025Q2: 3,325 shares; 2025Q3: 3,380 shares; 2025Q4: 3,498 shares; 2026Q1: 3,564 shares 3,564 $1.17M 0.15% +66 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,649 shares; 2025Q1: 6,079 shares; 2025Q2: 6,674 shares; 2025Q3: 8,127 shares; 2025Q4: 7,065 shares; 2026Q1: 7,806 shares 7,806 $1.14M 0.15% +741 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,102 shares; 2024Q4: 3,008 shares; 2025Q1: 2,742 shares; 2025Q2: 2,752 shares; 2025Q3: 2,802 shares; 2025Q4: 2,910 shares; 2026Q1: 3,141 shares 3,141 $1.11M 0.14% +231 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 575 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 632 shares; 2026Q1: 1,557 shares 1,557 $1.02M 0.13% +925 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,318 shares; 2024Q4: 5,699 shares; 2025Q1: 6,140 shares; 2025Q2: 4,364 shares; 2025Q3: 4,618 shares; 2025Q4: 4,880 shares; 2026Q1: 4,907 shares 4,907 $1.02M 0.13% +27 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,376 shares; 2024Q4: 24,521 shares; 2025Q1: 48,807 shares; 2025Q2: 46,545 shares; 2025Q3: 55,809 shares; 2025Q4: 62,503 shares; 2026Q1: 63,652 shares 63,652 $1.01M 0.13% +1,149 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,924 shares; 2024Q4: 4,082 shares; 2025Q1: 5,332 shares; 2025Q2: 5,334 shares; 2025Q3: 6,376 shares; 2025Q4: 7,062 shares; 2026Q1: 7,160 shares 7,160 $998K 0.13% +98 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,752 shares; 2024Q4: 14,074 shares; 2025Q1: 14,621 shares; 2025Q2: 14,103 shares; 2025Q3: 15,921 shares; 2025Q4: 14,266 shares; 2026Q1: 19,460 shares 19,460 $977K 0.13% +5,194 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,912 shares; 2024Q4: 12,721 shares; 2025Q1: 15,074 shares; 2025Q2: 16,066 shares; 2025Q3: 16,249 shares; 2025Q4: 16,693 shares; 2026Q1: 16,652 shares 16,652 $974K 0.13% -41 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: 3,373 shares; 2024Q4: 3,654 shares; 2025Q1: 3,654 shares; 2025Q2: 4,329 shares; 2025Q3: 4,330 shares; 2025Q4: 5,047 shares; 2026Q1: 5,049 shares 5,049 $968K 0.13% +2 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,431 shares; 2025Q1: 1,598 shares; 2025Q2: 1,692 shares; 2025Q3: 1,756 shares; 2025Q4: 1,812 shares; 2026Q1: 1,926 shares 1,926 $962K 0.12% +114 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,324 shares; 2024Q4: 11,891 shares; 2025Q1: 10,794 shares; 2025Q2: 5,371 shares; 2025Q3: 3,195 shares; 2025Q4: 3,196 shares; 2026Q1: 3,594 shares 3,594 $941K 0.12% +398 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,069 shares; 2024Q4: 10,854 shares; 2025Q1: 12,226 shares; 2025Q2: 12,295 shares; 2025Q3: 11,676 shares; 2025Q4: 12,068 shares; 2026Q1: 12,253 shares 12,253 $932K 0.12% +185 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,099 shares; 2024Q4: 7,129 shares; 2025Q1: 6,749 shares; 2025Q2: 6,678 shares; 2025Q3: 6,675 shares; 2025Q4: 5,996 shares; 2026Q1: 5,849 shares 5,849 $860K 0.11% -147 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,297 shares; 2025Q1: 1,297 shares; 2025Q2: 1,298 shares; 2025Q3: 1,298 shares; 2025Q4: 1,308 shares; 2026Q1: 1,309 shares 1,309 $851K 0.11% +1 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 6,269 shares; 2025Q1: 6,177 shares; 2025Q2: 5,855 shares; 2025Q3: 5,676 shares; 2025Q4: 5,758 shares; 2026Q1: 5,847 shares 5,847 $845K 0.11% +89 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,597 shares; 2024Q4: 10,019 shares; 2025Q1: 10,991 shares; 2025Q2: 9,963 shares; 2025Q3: 10,040 shares; 2025Q4: 10,385 shares; 2026Q1: 10,840 shares 10,840 $841K 0.11% +455 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 2,455 shares; 2025Q1: 2,467 shares; 2025Q2: 2,349 shares; 2025Q3: 2,312 shares; 2025Q4: 2,378 shares; 2026Q1: 2,476 shares 2,476 $837K 0.11% +98 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,620 shares; 2024Q4: 4,631 shares; 2025Q1: 4,936 shares; 2025Q2: 4,800 shares; 2025Q3: 4,690 shares; 2025Q4: 3,556 shares; 2026Q1: 3,670 shares 3,670 $830K 0.11% +114 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 984 shares; 2025Q1: 1,009 shares; 2025Q2: 1,007 shares; 2025Q3: 920 shares; 2025Q4: 951 shares; 2026Q1: 952 shares 952 $824K 0.11% +1 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,503 shares; 2024Q4: 36,114 shares; 2025Q1: 36,873 shares; 2025Q2: 37,221 shares; 2025Q3: 39,193 shares; 2025Q4: 39,150 shares; 2026Q1: 37,351 shares 37,351 $790K 0.1% -1,799 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,232 shares; 2024Q4: 36,359 shares; 2025Q1: 36,804 shares; 2025Q2: 36,033 shares; 2025Q3: 35,873 shares; 2025Q4: 36,693 shares; 2026Q1: 36,116 shares 36,116 $782K 0.1% -577 Timeline VGMS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,260 shares; 2026Q1: 15,325 shares 15,325 $782K 0.1% +10,065 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,158 shares; 2024Q4: 7,549 shares; 2025Q1: 8,830 shares; 2025Q2: 9,890 shares; 2025Q3: 13,888 shares; 2025Q4: 26,510 shares; 2026Q1: 27,146 shares 27,146 $762K 0.1% +636 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 949 shares; 2025Q1: 985 shares; 2025Q2: 1,012 shares; 2025Q3: 1,029 shares; 2025Q4: 1,063 shares; 2026Q1: 1,071 shares 1,071 $758K 0.1% +8 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: 5,600 shares; 2024Q4: 8,505 shares; 2025Q1: 10,408 shares; 2025Q2: 12,782 shares; 2025Q3: 15,005 shares; 2025Q4: 14,633 shares; 2026Q1: 15,982 shares 15,982 $752K 0.1% +1,349 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,895 shares; 2025Q4: 1,868 shares; 2026Q1: 1,870 shares 1,870 $741K 0.1% +2 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 494 shares; 2025Q1: 495 shares; 2025Q2: 467 shares; 2025Q3: 472 shares; 2025Q4: 492 shares; 2026Q1: 500 shares 500 $736K 0.1% +8 Timeline JMUB 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: 4,975 shares; 2024Q4: 6,230 shares; 2025Q1: 5,290 shares; 2025Q2: 8,811 shares; 2025Q3: 15,131 shares; 2025Q4: 14,311 shares; 2026Q1: 14,596 shares 14,596 $730K 0.09% +285 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,565 shares; 2025Q3: 1,634 shares; 2025Q4: 1,747 shares; 2026Q1: 1,861 shares 1,861 $729K 0.09% +114 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 3,237 shares; 2025Q1: 2,886 shares; 2025Q2: 2,797 shares; 2025Q3: 3,622 shares; 2025Q4: 4,469 shares; 2026Q1: 4,517 shares 4,517 $701K 0.09% +48 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,809 shares; 2024Q4: 5,839 shares; 2025Q1: 6,114 shares; 2025Q2: 6,512 shares; 2025Q3: 6,747 shares; 2025Q4: 7,681 shares; 2026Q1: 7,719 shares 7,719 $699K 0.09% +38 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,644 shares; 2024Q4: 2,702 shares; 2025Q1: 2,963 shares; 2025Q2: 3,161 shares; 2025Q3: 3,170 shares; 2025Q4: 3,358 shares; 2026Q1: 3,609 shares 3,609 $696K 0.09% +251 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: 15,631 shares; 2024Q4: 15,631 shares; 2025Q1: 15,631 shares; 2025Q2: 14,143 shares; 2025Q3: 14,143 shares; 2025Q4: 14,143 shares; 2026Q1: 14,143 shares 14,143 $685K 0.09% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: 2,393 shares; 2025Q1: 2,322 shares; 2025Q2: 2,085 shares; 2025Q3: 2,007 shares; 2025Q4: 2,157 shares; 2026Q1: 2,137 shares 2,137 $664K 0.09% -20 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,507 shares; 2025Q1: 3,515 shares; 2025Q2: 3,420 shares; 2025Q3: 3,026 shares; 2025Q4: 3,071 shares; 2026Q1: 3,075 shares 3,075 $650K 0.08% +4 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 3,687 shares; 2025Q1: 3,795 shares; 2025Q2: 3,918 shares; 2025Q3: 3,978 shares; 2025Q4: 4,128 shares; 2026Q1: 4,187 shares 4,187 $640K 0.08% +59 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 1,057 shares; 2025Q1: 957 shares; 2025Q2: 936 shares; 2025Q3: 933 shares; 2025Q4: 915 shares; 2026Q1: 915 shares 915 $638K 0.08% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,091 shares; 2024Q4: 5,501 shares; 2025Q1: 6,080 shares; 2025Q2: 5,078 shares; 2025Q3: 5,433 shares; 2025Q4: 5,635 shares; 2026Q1: 5,593 shares 5,593 $634K 0.08% -42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 464 shares; 2025Q3: 463 shares; 2025Q4: 460 shares; 2026Q1: 456 shares 456 $629K 0.08% -4 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,467 shares; 2024Q4: 6,460 shares; 2025Q1: 6,511 shares; 2025Q2: 6,679 shares; 2025Q3: 6,606 shares; 2025Q4: 6,554 shares; 2026Q1: 6,903 shares 6,903 $628K 0.08% +349 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: 933 shares; 2024Q4: 946 shares; 2025Q1: 936 shares; 2025Q2: 980 shares; 2025Q3: 979 shares; 2025Q4: 853 shares; 2026Q1: 850 shares 850 $628K 0.08% -3 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,846 shares; 2024Q4: 2,859 shares; 2025Q1: 2,934 shares; 2025Q2: 2,977 shares; 2025Q3: 2,979 shares; 2025Q4: 3,020 shares; 2026Q1: 2,572 shares 2,572 $623K 0.08% -448 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,287 shares; 2024Q4: 17,596 shares; 2025Q1: 22,048 shares; 2025Q2: 22,723 shares; 2025Q3: 24,269 shares; 2025Q4: 19,671 shares; 2026Q1: 21,400 shares 21,400 $620K 0.08% +1,729 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,893 shares; 2024Q4: 2,251 shares; 2025Q1: 2,134 shares; 2025Q2: 1,785 shares; 2025Q3: 1,809 shares; 2025Q4: 1,810 shares; 2026Q1: 1,809 shares 1,809 $611K 0.08% -1 Timeline SJNK 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: 25,499 shares; 2024Q4: 25,504 shares; 2025Q1: 24,388 shares; 2025Q2: 24,388 shares; 2025Q3: 24,388 shares; 2025Q4: 24,389 shares; 2026Q1: 24,389 shares 24,389 $609K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,686 shares; 2025Q3: 10,460 shares; 2025Q4: 11,077 shares; 2026Q1: 10,079 shares 10,079 $590K 0.08% -998 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,925 shares; 2025Q1: 1,956 shares; 2025Q2: 1,990 shares; 2025Q3: 1,984 shares; 2025Q4: 2,060 shares; 2026Q1: 2,076 shares 2,076 $589K 0.08% +16 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,316 shares; 2024Q4: 42,947 shares; 2025Q1: 42,758 shares; 2025Q2: 43,011 shares; 2025Q3: 42,585 shares; 2025Q4: 39,424 shares; 2026Q1: 39,400 shares 39,400 $587K 0.08% -24 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: 2,278 shares; 2025Q1: 2,278 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares 2,140 $583K 0.08% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,260 shares; 2025Q1: not reported; 2025Q2: 5,546 shares; 2025Q3: 5,989 shares; 2025Q4: 6,377 shares; 2026Q1: 6,859 shares 6,859 $574K 0.07% +482 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,522 shares; 2025Q1: 2,525 shares; 2025Q2: 2,528 shares; 2025Q3: 2,529 shares; 2025Q4: 2,621 shares; 2026Q1: 2,735 shares 2,735 $569K 0.07% +114 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: 5,535 shares; 2024Q4: 5,569 shares; 2025Q1: 5,537 shares; 2025Q2: 5,482 shares; 2025Q3: 5,409 shares; 2025Q4: 5,456 shares; 2026Q1: 5,412 shares 5,412 $569K 0.07% -44 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,520 shares; 2024Q4: 68,520 shares; 2025Q1: 68,520 shares; 2025Q2: 68,520 shares; 2025Q3: 68,520 shares; 2025Q4: 67,945 shares; 2026Q1: 66,670 shares 66,670 $551K 0.07% -1,275 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,746 shares; 2025Q1: 2,032 shares; 2025Q2: 2,195 shares; 2025Q3: 2,239 shares; 2025Q4: 2,449 shares; 2026Q1: 2,628 shares 2,628 $547K 0.07% +179 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,743 shares; 2025Q1: 1,743 shares; 2025Q2: 1,743 shares; 2025Q3: 1,743 shares; 2025Q4: 1,743 shares; 2026Q1: 1,743 shares 1,743 $544K 0.07% 0 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: 1,610 shares; 2024Q4: 1,766 shares; 2025Q1: 1,692 shares; 2025Q2: 1,554 shares; 2025Q3: 1,496 shares; 2025Q4: 1,482 shares; 2026Q1: 1,359 shares 1,359 $541K 0.07% -123 Timeline FNDF 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: 10,442 shares; 2024Q4: 10,729 shares; 2025Q1: 10,729 shares; 2025Q2: 10,782 shares; 2025Q3: 10,782 shares; 2025Q4: 10,782 shares; 2026Q1: 10,782 shares 10,782 $528K 0.07% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 465 shares; 2025Q3: 487 shares; 2025Q4: 508 shares; 2026Q1: 591 shares 591 $516K 0.07% +83 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,338 shares; 2024Q4: 165,619 shares; 2025Q1: 155,332 shares; 2025Q2: 9,401 shares; 2025Q3: 5,469 shares; 2025Q4: 5,535 shares; 2026Q1: 4,654 shares 4,654 $514K 0.07% -881 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: 4,070 shares; 2024Q4: 3,818 shares; 2025Q1: 3,783 shares; 2025Q2: 3,751 shares; 2025Q3: 3,579 shares; 2025Q4: 3,655 shares; 2026Q1: 4,366 shares 4,366 $513K 0.07% +711 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,487 shares; 2024Q4: 3,912 shares; 2025Q1: 4,945 shares; 2025Q2: 2,729 shares; 2025Q3: 2,483 shares; 2025Q4: 3,743 shares; 2026Q1: 4,245 shares 4,245 $511K 0.07% +502 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: 4,311 shares; 2024Q4: 4,308 shares; 2025Q1: 4,361 shares; 2025Q2: 4,312 shares; 2025Q3: 4,385 shares; 2025Q4: 4,553 shares; 2026Q1: 4,600 shares 4,600 $510K 0.07% +47 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,465 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,024 shares; 2025Q3: 7,299 shares; 2025Q4: 7,549 shares; 2026Q1: 7,496 shares 7,496 $496K 0.06% -53 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,777 shares; 2025Q3: 17,777 shares; 2025Q4: 18,422 shares; 2026Q1: 16,556 shares 16,556 $482K 0.06% -1,866 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,762 shares; 2024Q4: 6,504 shares; 2025Q1: 5,881 shares; 2025Q2: 4,564 shares; 2025Q3: 6,282 shares; 2025Q4: 8,460 shares; 2026Q1: 9,073 shares 9,073 $472K 0.06% +613 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,633 shares; 2025Q3: 27,771 shares; 2025Q4: 33,931 shares; 2026Q1: 25,232 shares 25,232 $471K 0.06% -8,699 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,329 shares; 2024Q4: 3,308 shares; 2025Q1: 3,359 shares; 2025Q2: 3,341 shares; 2025Q3: 3,290 shares; 2025Q4: 3,329 shares; 2026Q1: 3,484 shares 3,484 $471K 0.06% +155 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,299 shares; 2024Q4: 4,982 shares; 2025Q1: 5,233 shares; 2025Q2: 5,467 shares; 2025Q3: 5,598 shares; 2025Q4: 5,585 shares; 2026Q1: 4,545 shares 4,545 $467K 0.06% -1,040 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 1,521 shares; 2025Q1: 1,521 shares; 2025Q2: 1,518 shares; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares; 2026Q1: 1,618 shares 1,618 $464K 0.06% +100 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,330 shares; 2024Q4: 22,330 shares; 2025Q1: 22,330 shares; 2025Q2: 22,330 shares; 2025Q3: 15,598 shares; 2025Q4: 12,986 shares; 2026Q1: 12,986 shares 12,986 $464K 0.06% 0 Timeline IQDG 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: 16,492 shares; 2024Q4: 17,693 shares; 2025Q1: 17,710 shares; 2025Q2: 15,048 shares; 2025Q3: 15,048 shares; 2025Q4: 15,048 shares; 2026Q1: 11,516 shares 11,516 $462K 0.06% -3,532 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,304 shares 5,304 $450K 0.06% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,576 shares; 2024Q4: 2,221 shares; 2025Q1: 2,029 shares; 2025Q2: 1,998 shares; 2025Q3: 2,137 shares; 2025Q4: 2,122 shares; 2026Q1: 2,211 shares 2,211 $450K 0.06% +89 Timeline BBDO BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,521 shares; 2025Q2: 66,606 shares; 2025Q3: 91,428 shares; 2025Q4: 114,496 shares; 2026Q1: 134,000 shares 134,000 $441K 0.06% +19,504 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,975 shares; 2024Q4: 12,971 shares; 2025Q1: 15,400 shares; 2025Q2: 15,632 shares; 2025Q3: 15,536 shares; 2025Q4: 15,477 shares; 2026Q1: 14,705 shares 14,705 $438K 0.06% -772 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: 1,724 shares; 2025Q1: 1,656 shares; 2025Q2: 1,606 shares; 2025Q3: 1,578 shares; 2025Q4: 1,599 shares; 2026Q1: 1,760 shares 1,760 $430K 0.06% +161 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,674 shares; 2024Q4: 4,754 shares; 2025Q1: 4,579 shares; 2025Q2: 3,977 shares; 2025Q3: 3,292 shares; 2025Q4: 3,683 shares; 2026Q1: 2,167 shares 2,167 $430K 0.06% -1,516 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 3,442 shares; 2025Q1: 3,750 shares; 2025Q2: 2,982 shares; 2025Q3: 3,555 shares; 2025Q4: 3,955 shares; 2026Q1: 4,616 shares 4,616 $429K 0.06% +661 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 3,314 shares; 2025Q1: 3,305 shares; 2025Q2: 3,014 shares; 2025Q3: 2,599 shares; 2025Q4: 2,599 shares; 2026Q1: 2,605 shares 2,605 $428K 0.06% +6 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,250 shares; 2025Q2: 22,131 shares; 2025Q3: 25,194 shares; 2025Q4: 27,023 shares; 2026Q1: 26,775 shares 26,775 $426K 0.06% -248 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,574 shares 1,574 $426K 0.06% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,194 shares; 2024Q4: 11,186 shares; 2025Q1: 11,163 shares; 2025Q2: 10,835 shares; 2025Q3: 10,784 shares; 2025Q4: 10,784 shares; 2026Q1: 10,784 shares 10,784 $421K 0.05% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,542 shares; 2025Q3: 2,631 shares; 2025Q4: 2,683 shares; 2026Q1: 2,956 shares 2,956 $417K 0.05% +273 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: 428 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 398 shares; 2025Q3: 393 shares; 2025Q4: 393 shares; 2026Q1: 389 shares 389 $415K 0.05% -4 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,185 shares; 2025Q1: 1,244 shares; 2025Q2: 1,429 shares; 2025Q3: 1,338 shares; 2025Q4: 1,418 shares; 2026Q1: 1,421 shares 1,421 $414K 0.05% +3 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 1,948 shares; 2025Q1: 2,125 shares; 2025Q2: 2,282 shares; 2025Q3: 2,304 shares; 2025Q4: 2,335 shares; 2026Q1: 2,576 shares 2,576 $411K 0.05% +241 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,678 shares; 2025Q1: 3,837 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,768 shares 6,768 $410K 0.05% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 435 shares; 2025Q1: 504 shares; 2025Q2: 432 shares; 2025Q3: 433 shares; 2025Q4: 456 shares; 2026Q1: 485 shares 485 $410K 0.05% +29 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 995 shares; 2025Q2: 1,348 shares; 2025Q3: 1,316 shares; 2025Q4: 1,327 shares; 2026Q1: 1,358 shares 1,358 $410K 0.05% +31 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,064 shares; 2025Q3: 3,151 shares; 2025Q4: 3,093 shares; 2026Q1: 3,122 shares 3,122 $408K 0.05% +29 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,543 shares; 2025Q3: 1,556 shares; 2025Q4: 1,497 shares; 2026Q1: 1,535 shares 1,535 $408K 0.05% +38 Timeline JOYY JOYY INC More: the full row for JOYY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,609 shares; 2025Q2: 6,842 shares; 2025Q3: 7,165 shares; 2025Q4: 7,184 shares; 2026Q1: 6,965 shares 6,965 $407K 0.05% -219 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 101 shares; 2025Q1: 105 shares; 2025Q2: 103 shares; 2025Q3: 100 shares; 2025Q4: 104 shares; 2026Q1: 96 shares 96 $405K 0.05% -8 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: 310 shares; 2025Q2: 4,498 shares; 2025Q3: 4,556 shares; 2025Q4: 4,395 shares; 2026Q1: 4,307 shares 4,307 $398K 0.05% -88 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,400 shares; 2026Q1: 7,023 shares 7,023 $392K 0.05% +2,623 Timeline SHOC EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 5,570 shares; 2025Q1: 5,574 shares; 2025Q2: 5,470 shares; 2025Q3: 5,418 shares; 2025Q4: 5,421 shares; 2026Q1: 5,424 shares 5,424 $391K 0.05% +3 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,064 shares; 2025Q1: 1,065 shares; 2025Q2: 1,011 shares; 2025Q3: 891 shares; 2025Q4: 892 shares; 2026Q1: 892 shares 892 $389K 0.05% 0 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: 779 shares; 2024Q4: 778 shares; 2025Q1: 769 shares; 2025Q2: 710 shares; 2025Q3: 707 shares; 2025Q4: 709 shares; 2026Q1: 789 shares 789 $387K 0.05% +80 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 759 shares; 2025Q1: 804 shares; 2025Q2: 804 shares; 2025Q3: 781 shares; 2025Q4: 750 shares; 2026Q1: 768 shares 768 $381K 0.05% +18 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,738 shares; 2025Q3: 1,816 shares; 2025Q4: 1,864 shares; 2026Q1: 1,873 shares 1,873 $380K 0.05% +9 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,876 shares; 2025Q4: 4,876 shares; 2026Q1: 5,576 shares 5,576 $380K 0.05% +700 Timeline VONG 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: 2,580 shares; 2024Q4: 2,655 shares; 2025Q1: 2,705 shares; 2025Q2: 3,027 shares; 2025Q3: 2,922 shares; 2025Q4: 3,132 shares; 2026Q1: 3,457 shares 3,457 $379K 0.05% +325 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,475 shares 4,475 $375K 0.05% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 302 shares; 2025Q3: 335 shares; 2025Q4: 389 shares; 2026Q1: 415 shares 415 $372K 0.05% +26 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: 3,578 shares; 2025Q1: 3,712 shares; 2025Q2: 3,861 shares; 2025Q3: 3,948 shares; 2025Q4: 4,070 shares; 2026Q1: 3,846 shares 3,846 $371K 0.05% -224 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 383 shares; 2025Q1: 385 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 383 shares; 2026Q1: 385 shares 385 $371K 0.05% +2 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,373 shares; 2026Q1: 1,733 shares 1,733 $370K 0.05% +360 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,032 shares; 2025Q3: 1,026 shares; 2025Q4: 1,032 shares; 2026Q1: 1,035 shares 1,035 $370K 0.05% +3 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: 2,253 shares; 2024Q4: 2,230 shares; 2025Q1: 2,317 shares; 2025Q2: 2,459 shares; 2025Q3: 2,198 shares; 2025Q4: 2,101 shares; 2026Q1: 2,181 shares 2,181 $369K 0.05% +80 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,119 shares 32,119 $364K 0.05% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,486 shares; 2024Q4: 1,500 shares; 2025Q1: 1,562 shares; 2025Q2: 1,601 shares; 2025Q3: 1,512 shares; 2025Q4: 1,496 shares; 2026Q1: 1,572 shares 1,572 $361K 0.05% +76 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 3,267 shares; 2025Q1: 3,317 shares; 2025Q2: 3,278 shares; 2025Q3: 3,277 shares; 2025Q4: 3,285 shares; 2026Q1: 3,279 shares 3,279 $360K 0.05% -6 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,296 shares; 2025Q1: 1,397 shares; 2025Q2: 1,262 shares; 2025Q3: 1,262 shares; 2025Q4: 1,323 shares; 2026Q1: 1,380 shares 1,380 $359K 0.05% +57 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 2,906 shares; 2025Q1: 2,948 shares; 2025Q2: 2,968 shares; 2025Q3: 3,118 shares; 2025Q4: 3,144 shares; 2026Q1: 3,168 shares 3,168 $359K 0.05% +24 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,726 shares; 2025Q3: 2,795 shares; 2025Q4: 2,829 shares; 2026Q1: 2,795 shares 2,795 $353K 0.05% -34 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 2,903 shares; 2026Q1: 2,613 shares 2,613 $347K 0.04% -290 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,065 shares; 2025Q1: 1,107 shares; 2025Q2: 1,084 shares; 2025Q3: 1,136 shares; 2025Q4: 1,198 shares; 2026Q1: 1,138 shares 1,138 $344K 0.04% -60 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,888 shares; 2024Q4: 18,414 shares; 2025Q1: 22,965 shares; 2025Q2: 25,652 shares; 2025Q3: 26,074 shares; 2025Q4: 30,472 shares; 2026Q1: 30,423 shares 30,423 $343K 0.04% -49 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 987 shares; 2026Q1: 1,475 shares 1,475 $341K 0.04% +488 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 2,424 shares; 2025Q1: 2,464 shares; 2025Q2: 2,555 shares; 2025Q3: 2,599 shares; 2025Q4: 2,632 shares; 2026Q1: 2,596 shares 2,596 $340K 0.04% -36 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,099 shares; 2025Q1: 1,183 shares; 2025Q2: 1,134 shares; 2025Q3: 1,055 shares; 2025Q4: 1,289 shares; 2026Q1: 1,400 shares 1,400 $340K 0.04% +111 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,941 shares; 2024Q4: 9,981 shares; 2025Q1: 9,925 shares; 2025Q2: 9,927 shares; 2025Q3: 9,850 shares; 2025Q4: 9,850 shares; 2026Q1: 9,850 shares 9,850 $339K 0.04% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,896 shares; 2025Q2: 3,947 shares; 2025Q3: 3,954 shares; 2025Q4: 3,964 shares; 2026Q1: 4,036 shares 4,036 $333K 0.04% +72 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,441 shares; 2025Q3: 10,807 shares; 2025Q4: 10,869 shares; 2026Q1: 10,829 shares 10,829 $331K 0.04% -40 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,461 shares; 2025Q2: 2,770 shares; 2025Q3: 2,776 shares; 2025Q4: 2,782 shares; 2026Q1: 2,785 shares 2,785 $330K 0.04% +3 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,777 shares 1,777 $326K 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,217 shares; 2024Q4: 2,323 shares; 2025Q1: 2,378 shares; 2025Q2: 2,341 shares; 2025Q3: 2,248 shares; 2025Q4: 2,247 shares; 2026Q1: 2,237 shares 2,237 $325K 0.04% -10 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,205 shares; 2024Q4: 3,217 shares; 2025Q1: 3,378 shares; 2025Q2: 3,462 shares; 2025Q3: 3,432 shares; 2025Q4: 3,563 shares; 2026Q1: 3,586 shares 3,586 $321K 0.04% +23 Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,388 shares; 2024Q4: 5,312 shares; 2025Q1: 5,259 shares; 2025Q2: 4,697 shares; 2025Q3: 4,110 shares; 2025Q4: 4,104 shares; 2026Q1: 4,104 shares 4,104 $320K 0.04% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 1,154 shares; 2025Q1: 1,257 shares; 2025Q2: 1,261 shares; 2025Q3: 1,251 shares; 2025Q4: 1,252 shares; 2026Q1: 1,136 shares 1,136 $319K 0.04% -116 Timeline PBYI PUMA BIOTECHNOLOGY INC More: the full row for PUMA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,027 shares; 2025Q3: 31,933 shares; 2025Q4: 49,807 shares; 2026Q1: 49,915 shares 49,915 $319K 0.04% +108 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 524 shares; 2025Q3: 523 shares; 2025Q4: 589 shares; 2026Q1: 670 shares 670 $317K 0.04% +81 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,110 shares 5,110 $316K 0.04% new Timeline CGAU CENTERRA GOLD INC More: the full row for CENTERRA GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,620 shares; 2025Q3: 16,364 shares; 2025Q4: 16,616 shares; 2026Q1: 17,600 shares 17,600 $313K 0.04% +984 Timeline EFXT ENERFLEX LTD More: the full row for ENERFLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,083 shares; 2025Q3: 11,580 shares; 2025Q4: 12,690 shares; 2026Q1: 14,941 shares 14,941 $313K 0.04% +2,251 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,558 shares; 2024Q4: 5,749 shares; 2025Q1: 6,008 shares; 2025Q2: 6,720 shares; 2025Q3: 6,754 shares; 2025Q4: 6,691 shares; 2026Q1: 7,385 shares 7,385 $312K 0.04% +694 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 692 shares; 2025Q1: 794 shares; 2025Q2: 779 shares; 2025Q3: 845 shares; 2025Q4: 844 shares; 2026Q1: 719 shares 719 $306K 0.04% -125 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,746 shares; 2025Q1: 2,557 shares; 2025Q2: 2,721 shares; 2025Q3: 2,970 shares; 2025Q4: 2,979 shares; 2026Q1: 2,308 shares 2,308 $302K 0.04% -671 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,679 shares; 2025Q1: not reported; 2025Q2: 1,820 shares; 2025Q3: 1,813 shares; 2025Q4: 1,826 shares; 2026Q1: 1,824 shares 1,824 $300K 0.04% -2 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 812 shares; 2026Q1: 876 shares 876 $299K 0.04% +64 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,963 shares; 2025Q4: 6,951 shares; 2026Q1: 7,930 shares 7,930 $295K 0.04% +979 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,662 shares; 2025Q3: 2,675 shares; 2025Q4: 2,675 shares; 2026Q1: 2,952 shares 2,952 $294K 0.04% +277 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,610 shares; 2025Q1: 4,705 shares; 2025Q2: 3,855 shares; 2025Q3: 3,525 shares; 2025Q4: 3,835 shares; 2026Q1: 3,835 shares 3,835 $292K 0.04% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 2,982 shares; 2025Q1: 3,884 shares; 2025Q2: 3,564 shares; 2025Q3: 3,251 shares; 2025Q4: 3,097 shares; 2026Q1: 3,418 shares 3,418 $291K 0.04% +321 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,886 shares; 2025Q1: 3,959 shares; 2025Q2: 3,941 shares; 2025Q3: 3,925 shares; 2025Q4: 3,916 shares; 2026Q1: 3,970 shares 3,970 $287K 0.04% +54 Timeline TIMB TIM S A More: the full row for TIM S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,296 shares; 2025Q4: not reported; 2026Q1: 10,817 shares 10,817 $287K 0.04% new Timeline SCHY 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: 10,819 shares; 2024Q4: 8,881 shares; 2025Q1: 8,928 shares; 2025Q2: 9,039 shares; 2025Q3: 9,039 shares; 2025Q4: 9,039 shares; 2026Q1: 9,039 shares 9,039 $286K 0.04% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 499 shares; 2025Q1: 528 shares; 2025Q2: 502 shares; 2025Q3: 551 shares; 2025Q4: 559 shares; 2026Q1: 655 shares 655 $286K 0.04% +96 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,086 shares; 2025Q3: 15,101 shares; 2025Q4: 15,527 shares; 2026Q1: 15,717 shares 15,717 $286K 0.04% +190 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,883 shares; 2024Q4: 2,767 shares; 2025Q1: 2,852 shares; 2025Q2: 2,585 shares; 2025Q3: 2,456 shares; 2025Q4: 2,587 shares; 2026Q1: 2,215 shares 2,215 $285K 0.04% -372 Timeline FNDE 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: 7,156 shares; 2024Q4: 7,430 shares; 2025Q1: 7,385 shares; 2025Q2: 7,431 shares; 2025Q3: 7,431 shares; 2025Q4: 7,431 shares; 2026Q1: 7,431 shares 7,431 $284K 0.04% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 908 shares; 2025Q1: 918 shares; 2025Q2: 724 shares; 2025Q3: 729 shares; 2025Q4: 786 shares; 2026Q1: 823 shares 823 $282K 0.04% +37 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,442 shares; 2025Q3: 4,443 shares; 2025Q4: 4,529 shares; 2026Q1: 4,603 shares 4,603 $282K 0.04% +74 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,269 shares; 2024Q4: 1,316 shares; 2025Q1: 1,350 shares; 2025Q2: 1,340 shares; 2025Q3: 1,367 shares; 2025Q4: 1,442 shares; 2026Q1: 1,331 shares 1,331 $280K 0.04% -111 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,983 shares; 2025Q4: 5,983 shares; 2026Q1: 5,983 shares 5,983 $279K 0.04% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,320 shares; 2025Q2: 3,318 shares; 2025Q3: 3,436 shares; 2025Q4: 3,478 shares; 2026Q1: 3,498 shares 3,498 $278K 0.04% +20 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,491 shares; 2026Q1: 2,549 shares 2,549 $276K 0.04% +58 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,434 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,894 shares; 2025Q4: 23,703 shares; 2026Q1: 24,084 shares 24,084 $276K 0.04% +381 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 765 shares; 2025Q1: 764 shares; 2025Q2: 804 shares; 2025Q3: 779 shares; 2025Q4: 842 shares; 2026Q1: 843 shares 843 $275K 0.04% +1 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,365 shares; 2026Q1: 1,430 shares 1,430 $274K 0.04% +65 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,544 shares; 2024Q4: 17,610 shares; 2025Q1: 18,184 shares; 2025Q2: 17,504 shares; 2025Q3: 16,718 shares; 2025Q4: 14,184 shares; 2026Q1: 8,260 shares 8,260 $274K 0.04% -5,924 Timeline HOV HOVNANIAN ENTERPRISES INC More: the full row for HOVNANIAN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,458 shares; 2024Q4: 2,458 shares; 2025Q1: 2,458 shares; 2025Q2: 2,458 shares; 2025Q3: 2,458 shares; 2025Q4: 2,458 shares; 2026Q1: 2,458 shares 2,458 $273K 0.04% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,978 shares; 2025Q2: 2,934 shares; 2025Q3: 4,391 shares; 2025Q4: 5,306 shares; 2026Q1: 3,134 shares 3,134 $272K 0.04% -2,172 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,202 shares; 2025Q1: 1,208 shares; 2025Q2: 1,628 shares; 2025Q3: 1,483 shares; 2025Q4: 1,488 shares; 2026Q1: 1,486 shares 1,486 $271K 0.04% -2 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,062 shares; 2024Q4: 4,046 shares; 2025Q1: 4,042 shares; 2025Q2: 4,044 shares; 2025Q3: 3,966 shares; 2025Q4: 4,622 shares; 2026Q1: 4,790 shares 4,790 $270K 0.03% +168 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 369 shares 369 $269K 0.03% 0 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,868 shares; 2025Q3: 4,978 shares; 2025Q4: 4,705 shares; 2026Q1: 4,396 shares 4,396 $268K 0.03% -309 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,604 shares; 2025Q3: 5,623 shares; 2025Q4: 5,743 shares; 2026Q1: 5,750 shares 5,750 $267K 0.03% +7 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,228 shares; 2025Q1: 1,554 shares; 2025Q2: 1,703 shares; 2025Q3: 1,394 shares; 2025Q4: 1,492 shares; 2026Q1: 1,528 shares 1,528 $264K 0.03% +36 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,780 shares; 2024Q4: 5,816 shares; 2025Q1: 5,795 shares; 2025Q2: 5,976 shares; 2025Q3: 5,844 shares; 2025Q4: 6,107 shares; 2026Q1: 5,728 shares 5,728 $263K 0.03% -379 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,342 shares; 2024Q4: 10,722 shares; 2025Q1: 10,788 shares; 2025Q2: 11,188 shares; 2025Q3: 11,154 shares; 2025Q4: 11,064 shares; 2026Q1: 11,058 shares 11,058 $263K 0.03% -6 Timeline BKTI BK TECHNOLOGIES CORPORATION More: the full row for BK TECHNOLOGIES CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,783 shares; 2025Q4: 3,659 shares; 2026Q1: 3,518 shares 3,518 $263K 0.03% -141 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 353 shares; 2025Q4: not reported; 2026Q1: 330 shares 330 $260K 0.03% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,409 shares; 2025Q1: 1,460 shares; 2025Q2: 1,436 shares; 2025Q3: 1,343 shares; 2025Q4: 1,311 shares; 2026Q1: 1,304 shares 1,304 $259K 0.03% -7 Timeline CYD CHINA YUCHAI INTL LTD More: the full row for CHINA YUCHAI INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,709 shares 6,709 $258K 0.03% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,674 shares; 2024Q4: not reported; 2025Q1: 12,037 shares; 2025Q2: 14,461 shares; 2025Q3: 14,605 shares; 2025Q4: 12,498 shares; 2026Q1: 12,444 shares 12,444 $258K 0.03% -54 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,296 shares; 2026Q1: 1,296 shares 1,296 $257K 0.03% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: 2,335 shares; 2025Q1: 2,346 shares; 2025Q2: 2,286 shares; 2025Q3: 2,002 shares; 2025Q4: 1,484 shares; 2026Q1: 1,476 shares 1,476 $256K 0.03% -8 Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,603 shares; 2024Q4: 12,519 shares; 2025Q1: 15,335 shares; 2025Q2: 14,501 shares; 2025Q3: 15,119 shares; 2025Q4: 16,987 shares; 2026Q1: 16,259 shares 16,259 $256K 0.03% -728 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,915 shares 1,915 $253K 0.03% new 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: 7,314 shares; 2024Q4: not reported; 2025Q1: 6,078 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,345 shares 5,345 $251K 0.03% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,763 shares; 2026Q1: 1,912 shares 1,912 $251K 0.03% +149 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,983 shares; 2024Q4: 3,983 shares; 2025Q1: 4,937 shares; 2025Q2: 4,483 shares; 2025Q3: 3,983 shares; 2025Q4: 3,983 shares; 2026Q1: 3,983 shares 3,983 $249K 0.03% 0 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,368 shares 1,368 $247K 0.03% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 481 shares; 2025Q2: 430 shares; 2025Q3: not reported; 2025Q4: 436 shares; 2026Q1: 439 shares 439 $247K 0.03% +3 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,628 shares; 2025Q2: 2,409 shares; 2025Q3: 2,567 shares; 2025Q4: 2,844 shares; 2026Q1: 2,629 shares 2,629 $247K 0.03% -215 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,657 shares; 2026Q1: 1,831 shares 1,831 $246K 0.03% +174 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,136 shares; 2024Q4: 6,775 shares; 2025Q1: 7,364 shares; 2025Q2: 4,393 shares; 2025Q3: 4,319 shares; 2025Q4: 6,322 shares; 2026Q1: 5,037 shares 5,037 $246K 0.03% -1,285 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: not reported; 2025Q1: 2,609 shares; 2025Q2: 2,747 shares; 2025Q3: 2,546 shares; 2025Q4: 2,500 shares; 2026Q1: 2,508 shares 2,508 $245K 0.03% +8 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 71 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $243K 0.03% 0 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,301 shares; 2026Q1: 8,089 shares 8,089 $243K 0.03% +788 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,969 shares; 2024Q4: 2,013 shares; 2025Q1: 2,088 shares; 2025Q2: 2,140 shares; 2025Q3: 1,860 shares; 2025Q4: 1,838 shares; 2026Q1: 1,278 shares 1,278 $239K 0.03% -560 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,577 shares; 2025Q1: 2,577 shares; 2025Q2: 2,103 shares; 2025Q3: 2,103 shares; 2025Q4: 2,103 shares; 2026Q1: 2,103 shares 2,103 $238K 0.03% 0 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,077 shares; 2025Q3: 4,040 shares; 2025Q4: 4,028 shares; 2026Q1: 3,998 shares 3,998 $237K 0.03% -30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,418 shares 1,418 $235K 0.03% new Timeline WB WEIBO CORP More: the full row for WEIBO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,974 shares; 2025Q4: 19,131 shares; 2026Q1: 26,787 shares 26,787 $234K 0.03% +7,656 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,060 shares; 2025Q2: 1,115 shares; 2025Q3: 1,037 shares; 2025Q4: 1,125 shares; 2026Q1: 1,111 shares 1,111 $230K 0.03% -14 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 899 shares; 2025Q1: 906 shares; 2025Q2: 913 shares; 2025Q3: 845 shares; 2025Q4: 844 shares; 2026Q1: 865 shares 865 $230K 0.03% +21 Timeline EMXC 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: 3,462 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,917 shares; 2026Q1: 2,917 shares 2,917 $229K 0.03% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,104 shares; 2025Q1: 1,143 shares; 2025Q2: 1,175 shares; 2025Q3: 1,111 shares; 2025Q4: 1,029 shares; 2026Q1: 1,047 shares 1,047 $229K 0.03% +18 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 728 shares; 2025Q3: 700 shares; 2025Q4: 706 shares; 2026Q1: 724 shares 724 $227K 0.03% +18 Timeline QUAD QUAD / GRAPHICS INC More: the full row for QUAD / GRAPHICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,117 shares; 2024Q4: 12,629 shares; 2025Q1: 13,720 shares; 2025Q2: 13,212 shares; 2025Q3: 15,032 shares; 2025Q4: 16,176 shares; 2026Q1: 34,369 shares 34,369 $227K 0.03% +18,193 Timeline SPMO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,011 shares 2,011 $225K 0.03% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,152 shares; 2024Q4: 3,164 shares; 2025Q1: 3,176 shares; 2025Q2: 3,176 shares; 2025Q3: 3,176 shares; 2025Q4: 3,176 shares; 2026Q1: 3,176 shares 3,176 $223K 0.03% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,989 shares; 2026Q1: 2,995 shares 2,995 $223K 0.03% +6 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 405 shares 405 $222K 0.03% new 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: 2,426 shares; 2024Q4: 2,432 shares; 2025Q1: 2,414 shares; 2025Q2: 2,403 shares; 2025Q3: 2,408 shares; 2025Q4: 2,426 shares; 2026Q1: 2,400 shares 2,400 $222K 0.03% -26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,914 shares 1,914 $222K 0.03% new Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,598 shares; 2025Q3: 10,663 shares; 2025Q4: 10,344 shares; 2026Q1: 10,327 shares 10,327 $222K 0.03% -17 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: 10,424 shares; 2024Q4: 29,851 shares; 2025Q1: 22,580 shares; 2025Q2: 10,118 shares; 2025Q3: 7,686 shares; 2025Q4: 9,360 shares; 2026Q1: 7,142 shares 7,142 $219K 0.03% -2,218 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: 1,316 shares; 2024Q4: 1,325 shares; 2025Q1: 1,366 shares; 2025Q2: 1,335 shares; 2025Q3: 1,345 shares; 2025Q4: 1,322 shares; 2026Q1: 1,276 shares 1,276 $218K 0.03% -46 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 1,350 shares; 2025Q1: 1,460 shares; 2025Q2: 1,363 shares; 2025Q3: 1,354 shares; 2025Q4: 1,363 shares; 2026Q1: 1,353 shares 1,353 $217K 0.03% -10 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,929 shares; 2026Q1: 2,968 shares 2,968 $215K 0.03% +39 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 651 shares; 2025Q4: 686 shares; 2026Q1: 892 shares 892 $214K 0.03% +206 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 406 shares; 2025Q4: 416 shares; 2026Q1: 408 shares 408 $213K 0.03% -8 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,290 shares 2,290 $212K 0.03% new Timeline GHM GRAHAM CORP More: the full row for GRAHAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,672 shares 2,672 $211K 0.03% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,985 shares 6,985 $211K 0.03% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 385 shares 385 $207K 0.03% new Timeline QGRW 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: 6,061 shares; 2024Q4: 9,659 shares; 2025Q1: 9,659 shares; 2025Q2: 6,069 shares; 2025Q3: 6,069 shares; 2025Q4: 6,069 shares; 2026Q1: 3,864 shares 3,864 $206K 0.03% -2,205 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 537 shares 537 $206K 0.03% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,977 shares; 2025Q4: 7,980 shares; 2026Q1: 7,982 shares 7,982 $205K 0.03% +2 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,144 shares; 2024Q4: 10,238 shares; 2025Q1: 11,105 shares; 2025Q2: 10,471 shares; 2025Q3: 10,324 shares; 2025Q4: 10,340 shares; 2026Q1: 10,340 shares 10,340 $204K 0.03% 0 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,342 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,499 shares 3,499 $204K 0.03% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,537 shares 1,537 $203K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,093 shares 3,093 $202K 0.03% new Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,905 shares 8,905 $201K 0.03% new Timeline BHV BLACKROCK VA MUN BD TR More: the full row for BLACKROCK VA MUN BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,902 shares 16,902 $175K 0.02% new Timeline INNV INNOVAGE HLDG CORP More: the full row for INNOVAGE HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,206 shares 18,206 $146K 0.02% new Timeline OPTT OCEAN PWR TECHNOLOGIES INC More: the full row for OCEAN PWR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 404,677 shares 404,677 $142K 0.02% new Timeline SSL SASOL LTD More: the full row for SASOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,727 shares 10,727 $139K 0.02% new Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,244 shares 13,244 $124K 0.02% new Timeline FINV FINVOLUTION GROUP More: the full row for FINVOLUTION GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,136 shares; 2024Q4: 45,565 shares; 2025Q1: 47,576 shares; 2025Q2: 48,870 shares; 2025Q3: 48,277 shares; 2025Q4: 35,683 shares; 2026Q1: 25,556 shares 25,556 $122K 0.02% -10,127 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,794 shares; 2024Q4: 20,293 shares; 2025Q1: 20,933 shares; 2025Q2: 21,190 shares; 2025Q3: 21,190 shares; 2025Q4: 21,190 shares; 2026Q1: 21,190 shares 21,190 $107K 0.01% 0 Timeline MFIN MEDALLION FINANCIAL CORP More: the full row for MEDALLION FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,960 shares; 2025Q2: 10,560 shares; 2025Q3: 10,868 shares; 2025Q4: 10,952 shares; 2026Q1: 11,271 shares 11,271 $96.5K 0.01% +319 Timeline SSP SCRIPPS E W CO OHIO More: the full row for SCRIPPS E W CO OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,946 shares; 2025Q4: 28,602 shares; 2026Q1: 25,253 shares 25,253 $93.9K 0.01% -3,349 Timeline AP AMPCO-PITTSBURG CORP More: the full row for AMPCO-PITTSBURG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,103 shares 11,103 $74.6K 0.01% new Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,784 shares; 2024Q4: 15,228 shares; 2025Q1: 16,352 shares; 2025Q2: 14,587 shares; 2025Q3: 10,759 shares; 2025Q4: 10,887 shares; 2026Q1: 11,161 shares 11,161 $67.3K 0.01% +274 Timeline BEAT HEARTBEAM INC More: the full row for HEARTBEAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,987 shares; 2024Q4: 32,987 shares; 2025Q1: 32,987 shares; 2025Q2: 32,987 shares; 2025Q3: 32,987 shares; 2025Q4: 48,987 shares; 2026Q1: 48,987 shares 48,987 $59.8K 0.01% 0 Timeline BTE BAYTEX ENERGY CORP More: the full row for BAYTEX ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,533 shares 11,533 $51.6K 0.01% new Timeline NGEN NERVGEN PHARMA CORP More: the full row for NERVGEN PHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $37.7K <0.01% new Timeline BEATW HEARTBEAM INC More: the full row for HEARTBEAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares 16,000 $1.92K <0.01% 0 Timeline