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: 382,994 shares; 2024Q4: 346,117 shares; 2025Q1: 354,700 shares; 2025Q2: 364,665 shares; 2025Q3: 371,458 shares; 2025Q4: 406,544 shares; 2026Q1: 415,652 shares 415,652 $26.6M 5.62% +9,108 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: 58,755 shares; 2024Q4: 50,779 shares; 2025Q1: 47,402 shares; 2025Q2: 46,324 shares; 2025Q3: 42,735 shares; 2025Q4: 40,883 shares; 2026Q1: 39,993 shares 39,993 $26.1M 5.51% -890 Timeline BBUS 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: 10,221 shares; 2024Q4: 80,360 shares; 2025Q1: 112,547 shares; 2025Q2: 132,922 shares; 2025Q3: 157,136 shares; 2025Q4: 146,393 shares; 2026Q1: 168,496 shares 168,496 $19.7M 4.17% +22,103 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: 75,667 shares; 2024Q4: 81,394 shares; 2025Q1: 94,701 shares; 2025Q2: 86,524 shares; 2025Q3: 94,230 shares; 2025Q4: 95,217 shares; 2026Q1: 97,940 shares 97,940 $17.1M 3.6% +2,723 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: 63,498 shares; 2024Q4: 66,260 shares; 2025Q1: 67,838 shares; 2025Q2: 67,581 shares; 2025Q3: 56,678 shares; 2025Q4: 59,148 shares; 2026Q1: 58,947 shares 58,947 $15M 3.16% -201 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: 281,125 shares; 2024Q4: 271,770 shares; 2025Q1: 276,761 shares; 2025Q2: 279,522 shares; 2025Q3: 249,172 shares; 2025Q4: 247,780 shares; 2026Q1: 252,431 shares 252,431 $13.6M 2.88% +4,651 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: 24,777 shares; 2024Q4: 25,232 shares; 2025Q1: 26,348 shares; 2025Q2: 26,919 shares; 2025Q3: 27,770 shares; 2025Q4: 28,686 shares; 2026Q1: 29,817 shares 29,817 $11M 2.33% +1,131 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,557 shares; 2024Q4: 40,024 shares; 2025Q1: 41,158 shares; 2025Q2: 42,406 shares; 2025Q3: 39,334 shares; 2025Q4: 35,050 shares; 2026Q1: 36,324 shares 36,324 $10.4M 2.2% +1,274 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 158,424 shares; 2025Q4: 218,506 shares; 2026Q1: 179,552 shares 179,552 $9.31M 1.96% -38,954 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: 29,688 shares; 2024Q4: 30,855 shares; 2025Q1: 36,066 shares; 2025Q2: 37,741 shares; 2025Q3: 38,027 shares; 2025Q4: 40,204 shares; 2026Q1: 40,701 shares 40,701 $8.48M 1.79% +497 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 134,300 shares; 2025Q4: 372,252 shares; 2026Q1: 396,511 shares 396,511 $8.46M 1.79% +24,259 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,620 shares; 2024Q4: 37,867 shares; 2025Q1: 39,964 shares; 2025Q2: 42,810 shares; 2025Q3: 58,747 shares; 2025Q4: 58,612 shares; 2026Q1: 63,207 shares 63,207 $7.86M 1.66% +4,595 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: 23,968 shares; 2024Q4: 23,732 shares; 2025Q1: 25,803 shares; 2025Q2: 26,483 shares; 2025Q3: 26,419 shares; 2025Q4: 26,737 shares; 2026Q1: 26,565 shares 26,565 $7.64M 1.61% -172 Timeline JPLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,547 shares; 2025Q4: 163,632 shares; 2026Q1: 134,983 shares 134,983 $7.04M 1.49% -28,649 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: 16,125 shares; 2024Q4: 16,303 shares; 2025Q1: 16,934 shares; 2025Q2: 9,745 shares; 2025Q3: 9,648 shares; 2025Q4: 11,939 shares; 2026Q1: 13,580 shares 13,580 $6.51M 1.37% +1,641 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: 6,717 shares; 2024Q4: 7,606 shares; 2025Q1: 8,793 shares; 2025Q2: 9,379 shares; 2025Q3: 9,660 shares; 2025Q4: 9,592 shares; 2026Q1: 10,057 shares 10,057 $5.75M 1.21% +465 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 85,350 shares; 2026Q1: 111,395 shares 111,395 $5.68M 1.2% +26,045 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159,829 shares; 2025Q4: 232,954 shares; 2026Q1: 194,938 shares 194,938 $5.31M 1.12% -38,016 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,702 shares; 2024Q4: 28,514 shares; 2025Q1: 32,072 shares; 2025Q2: 33,008 shares; 2025Q3: 33,048 shares; 2025Q4: 31,805 shares; 2026Q1: 30,478 shares 30,478 $5.17M 1.09% -1,327 Timeline EFV 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: 89,076 shares; 2025Q2: 90,770 shares; 2025Q3: 89,442 shares; 2025Q4: 82,044 shares; 2026Q1: 69,033 shares 69,033 $5.13M 1.08% -13,011 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: 11,698 shares; 2024Q4: 13,884 shares; 2025Q1: 14,566 shares; 2025Q2: 14,045 shares; 2025Q3: 14,603 shares; 2025Q4: 17,000 shares; 2026Q1: 16,202 shares 16,202 $5.01M 1.06% -798 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: 18,095 shares; 2024Q4: 17,998 shares; 2025Q1: 20,001 shares; 2025Q2: 20,261 shares; 2025Q3: 20,383 shares; 2025Q4: 19,047 shares; 2026Q1: 16,889 shares 16,889 $4.84M 1.02% -2,158 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: 8,389 shares; 2024Q4: 9,231 shares; 2025Q1: 13,872 shares; 2025Q2: 12,195 shares; 2025Q3: 12,379 shares; 2025Q4: 13,021 shares; 2026Q1: 12,753 shares 12,753 $4.74M 1% -268 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,080 shares; 2024Q4: 77,590 shares; 2025Q1: 72,678 shares; 2025Q2: 74,651 shares; 2025Q3: 79,042 shares; 2025Q4: 88,135 shares; 2026Q1: 99,346 shares 99,346 $4.28M 0.9% +11,211 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,801 shares; 2024Q4: 43,333 shares; 2025Q1: 40,507 shares; 2025Q2: 41,403 shares; 2025Q3: 44,029 shares; 2025Q4: 48,989 shares; 2026Q1: 55,335 shares 55,335 $3.87M 0.82% +6,346 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: 2,829 shares; 2024Q4: 2,852 shares; 2025Q1: 6,020 shares; 2025Q2: 5,884 shares; 2025Q3: 5,881 shares; 2025Q4: 5,932 shares; 2026Q1: 5,375 shares 5,375 $3.81M 0.8% -557 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,805 shares; 2024Q4: 11,797 shares; 2025Q1: 12,497 shares; 2025Q2: 12,257 shares; 2025Q3: 12,234 shares; 2025Q4: 11,724 shares; 2026Q1: 11,869 shares 11,869 $3.81M 0.8% +145 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: 16,491 shares; 2024Q4: 16,859 shares; 2025Q1: 28,356 shares; 2025Q2: 27,973 shares; 2025Q3: 28,207 shares; 2025Q4: 30,602 shares; 2026Q1: 29,169 shares 29,169 $3.63M 0.77% -1,433 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,503 shares; 2025Q4: 85,214 shares; 2026Q1: 69,659 shares 69,659 $3.53M 0.74% -15,555 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,571 shares; 2024Q4: 60,282 shares; 2025Q1: 56,127 shares; 2025Q2: 57,274 shares; 2025Q3: 59,959 shares; 2025Q4: 66,064 shares; 2026Q1: 74,388 shares 74,388 $3.15M 0.67% +8,324 Timeline IBDR 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: 166,091 shares; 2025Q2: 163,098 shares; 2025Q3: 161,858 shares; 2025Q4: 147,929 shares; 2026Q1: 126,419 shares 126,419 $3.06M 0.65% -21,510 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121,590 shares; 2025Q4: 144,422 shares; 2026Q1: 119,857 shares 119,857 $2.99M 0.63% -24,565 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: 9,685 shares; 2024Q4: 9,336 shares; 2025Q1: 9,134 shares; 2025Q2: 9,309 shares; 2025Q3: 9,589 shares; 2025Q4: 9,819 shares; 2026Q1: 9,448 shares 9,448 $2.78M 0.59% -371 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: 2,310 shares; 2024Q4: 2,495 shares; 2025Q1: 2,471 shares; 2025Q2: 2,778 shares; 2025Q3: 2,539 shares; 2025Q4: 2,764 shares; 2026Q1: 2,952 shares 2,952 $2.72M 0.57% +188 Timeline PXF 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: 29,080 shares; 2024Q4: 29,382 shares; 2025Q1: 27,471 shares; 2025Q2: 28,278 shares; 2025Q3: 29,790 shares; 2025Q4: 32,763 shares; 2026Q1: 36,335 shares 36,335 $2.54M 0.54% +3,572 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,615 shares; 2024Q4: 197,269 shares; 2025Q1: 212,287 shares; 2025Q2: 233,961 shares; 2025Q3: 173,203 shares; 2025Q4: 73,104 shares; 2026Q1: 60,062 shares 60,062 $2.41M 0.51% -13,042 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 64,461 shares; 2026Q1: 77,731 shares 77,731 $2.39M 0.51% +13,270 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,079 shares; 2024Q4: 55,625 shares; 2025Q1: 52,000 shares; 2025Q2: 54,013 shares; 2025Q3: 57,746 shares; 2025Q4: 64,727 shares; 2026Q1: 73,194 shares 73,194 $2.36M 0.5% +8,467 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: 21,737 shares; 2024Q4: 25,435 shares; 2025Q1: 29,316 shares; 2025Q2: 33,256 shares; 2025Q3: 15,195 shares; 2025Q4: 35,701 shares; 2026Q1: 42,396 shares 42,396 $2.35M 0.5% +6,695 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: 4,488 shares; 2024Q4: 5,082 shares; 2025Q1: 8,701 shares; 2025Q2: 8,845 shares; 2025Q3: 8,720 shares; 2025Q4: 8,219 shares; 2026Q1: 7,672 shares 7,672 $2.32M 0.49% -547 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: 4,204 shares; 2024Q4: 4,393 shares; 2025Q1: 3,797 shares; 2025Q2: 3,781 shares; 2025Q3: 3,847 shares; 2025Q4: 4,589 shares; 2026Q1: 3,834 shares 3,834 $2.29M 0.48% -755 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: 1,271 shares; 2024Q4: 1,330 shares; 2025Q1: 2,543 shares; 2025Q2: 2,276 shares; 2025Q3: 2,250 shares; 2025Q4: 2,056 shares; 2026Q1: 2,277 shares 2,277 $2.27M 0.48% +221 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,021 shares; 2025Q4: 59,103 shares; 2026Q1: 48,742 shares 48,742 $2.25M 0.47% -10,361 Timeline PXH 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: 69,878 shares; 2024Q4: 71,266 shares; 2025Q1: 65,829 shares; 2025Q2: 66,036 shares; 2025Q3: 68,755 shares; 2025Q4: 74,610 shares; 2026Q1: 82,658 shares 82,658 $2.22M 0.47% +8,048 Timeline NUTX NUTEX HEALTH INC More: the full row for NUTEX HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,403 shares; 2025Q1: 23,363 shares; 2025Q2: 23,363 shares; 2025Q3: 23,363 shares; 2025Q4: 23,364 shares; 2026Q1: 23,377 shares 23,377 $2.22M 0.47% +13 Timeline XSOE 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: 49,183 shares; 2024Q4: 50,279 shares; 2025Q1: 46,744 shares; 2025Q2: 47,901 shares; 2025Q3: 45,692 shares; 2025Q4: 49,588 shares; 2026Q1: 55,118 shares 55,118 $2.21M 0.47% +5,530 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: 6,619 shares; 2024Q4: 6,281 shares; 2025Q1: 11,129 shares; 2025Q2: 9,845 shares; 2025Q3: 11,281 shares; 2025Q4: 10,693 shares; 2026Q1: 9,648 shares 9,648 $2M 0.42% -1,045 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: 27,339 shares; 2024Q4: 29,622 shares; 2025Q1: 29,036 shares; 2025Q2: 32,835 shares; 2025Q3: 27,244 shares; 2025Q4: 26,415 shares; 2026Q1: 28,132 shares 28,132 $1.97M 0.42% +1,717 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: not reported; 2024Q4: not reported; 2025Q1: 65,474 shares; 2025Q2: 65,876 shares; 2025Q3: 64,851 shares; 2025Q4: 60,319 shares; 2026Q1: 51,063 shares 51,063 $1.95M 0.41% -9,256 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: 24,149 shares; 2024Q4: 24,972 shares; 2025Q1: 25,641 shares; 2025Q2: 25,516 shares; 2025Q3: 21,557 shares; 2025Q4: 22,252 shares; 2026Q1: 22,717 shares 22,717 $1.81M 0.38% +465 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: 4,574 shares; 2024Q4: 4,582 shares; 2025Q1: 4,488 shares; 2025Q2: 4,082 shares; 2025Q3: 4,138 shares; 2025Q4: 5,059 shares; 2026Q1: 5,296 shares 5,296 $1.79M 0.38% +237 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,878 shares; 2025Q2: 50,004 shares; 2025Q3: 48,963 shares; 2025Q4: 44,971 shares; 2026Q1: 37,097 shares 37,097 $1.66M 0.35% -7,874 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: 538 shares; 2025Q1: 1,837 shares; 2025Q2: 1,840 shares; 2025Q3: 1,846 shares; 2025Q4: 1,808 shares; 2026Q1: 1,662 shares 1,662 $1.6M 0.34% -146 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: 696 shares; 2024Q4: 710 shares; 2025Q1: 3,458 shares; 2025Q2: 3,515 shares; 2025Q3: 3,443 shares; 2025Q4: 3,218 shares; 2026Q1: 2,820 shares 2,820 $1.59M 0.34% -398 Timeline IBDS 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: 83,931 shares; 2025Q2: 82,151 shares; 2025Q3: 81,716 shares; 2025Q4: 74,506 shares; 2026Q1: 63,483 shares 63,483 $1.54M 0.32% -11,023 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: 1,956 shares; 2024Q4: 2,026 shares; 2025Q1: 5,425 shares; 2025Q2: 5,404 shares; 2025Q3: 5,561 shares; 2025Q4: 5,262 shares; 2026Q1: 4,842 shares 4,842 $1.51M 0.32% -420 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: 5,277 shares; 2025Q2: 9,760 shares; 2025Q3: 11,959 shares; 2025Q4: 13,704 shares; 2026Q1: 13,793 shares 13,793 $1.49M 0.32% +89 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: 5,620 shares; 2024Q4: 6,153 shares; 2025Q1: 6,276 shares; 2025Q2: 6,414 shares; 2025Q3: 6,488 shares; 2025Q4: 6,688 shares; 2026Q1: 6,837 shares 6,837 $1.49M 0.31% +149 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: 9,926 shares; 2024Q4: 8,754 shares; 2025Q1: 5,094 shares; 2025Q2: 5,227 shares; 2025Q3: 4,964 shares; 2025Q4: 4,997 shares; 2026Q1: 4,356 shares 4,356 $1.48M 0.31% -641 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: 4,887 shares; 2024Q4: 4,783 shares; 2025Q1: 4,057 shares; 2025Q2: 4,538 shares; 2025Q3: 5,975 shares; 2025Q4: 5,903 shares; 2026Q1: 7,224 shares 7,224 $1.47M 0.31% +1,321 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: 1,503 shares; 2024Q4: 1,514 shares; 2025Q1: 1,528 shares; 2025Q2: 1,601 shares; 2025Q3: 1,529 shares; 2025Q4: 14,752 shares; 2026Q1: 14,928 shares 14,928 $1.44M 0.3% +176 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: 10,191 shares; 2024Q4: 10,568 shares; 2025Q1: 10,813 shares; 2025Q2: 13,135 shares; 2025Q3: 11,303 shares; 2025Q4: 18,602 shares; 2026Q1: 18,686 shares 18,686 $1.43M 0.3% +84 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: 17,167 shares; 2024Q4: 16,368 shares; 2025Q1: 16,169 shares; 2025Q2: 16,605 shares; 2025Q3: 16,501 shares; 2025Q4: 17,435 shares; 2026Q1: 18,006 shares 18,006 $1.4M 0.29% +571 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,827 shares; 2025Q2: 14,695 shares; 2025Q3: 14,775 shares; 2025Q4: 25,359 shares; 2026Q1: 26,318 shares 26,318 $1.39M 0.29% +959 Timeline IBTG 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: 80,660 shares; 2025Q2: 79,505 shares; 2025Q3: 79,276 shares; 2025Q4: 73,629 shares; 2026Q1: 60,276 shares 60,276 $1.38M 0.29% -13,353 Timeline IBDV 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: 78,731 shares; 2025Q2: 77,120 shares; 2025Q3: 76,691 shares; 2025Q4: 70,147 shares; 2026Q1: 60,971 shares 60,971 $1.33M 0.28% -9,176 Timeline IBDW 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: 83,217 shares; 2025Q2: 81,800 shares; 2025Q3: 81,683 shares; 2025Q4: 74,733 shares; 2026Q1: 63,401 shares 63,401 $1.33M 0.28% -11,332 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: 6,522 shares; 2024Q4: 6,572 shares; 2025Q1: 16,485 shares; 2025Q2: 16,797 shares; 2025Q3: 16,528 shares; 2025Q4: 15,176 shares; 2026Q1: 12,911 shares 12,911 $1.33M 0.28% -2,265 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: 2,749 shares; 2024Q4: 1,920 shares; 2025Q1: 7,226 shares; 2025Q2: 6,678 shares; 2025Q3: 6,423 shares; 2025Q4: 6,086 shares; 2026Q1: 5,361 shares 5,361 $1.3M 0.27% -725 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,431 shares; 2025Q3: 10,432 shares; 2025Q4: 13,256 shares; 2026Q1: 14,681 shares 14,681 $1.29M 0.27% +1,425 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,970 shares; 2026Q1: 77,889 shares 77,889 $1.29M 0.27% -2,081 Timeline IHDG 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: 28,055 shares; 2024Q4: 29,710 shares; 2025Q1: 26,550 shares; 2025Q2: 24,351 shares; 2025Q3: 20,225 shares; 2025Q4: 23,089 shares; 2026Q1: 26,588 shares 26,588 $1.28M 0.27% +3,499 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: 3,466 shares; 2025Q1: 5,470 shares; 2025Q2: 5,602 shares; 2025Q3: 6,398 shares; 2025Q4: 8,388 shares; 2026Q1: 8,741 shares 8,741 $1.28M 0.27% +353 Timeline IBDU 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: 70,829 shares; 2025Q2: 69,402 shares; 2025Q3: 69,125 shares; 2025Q4: 63,446 shares; 2026Q1: 54,735 shares 54,735 $1.27M 0.27% -8,711 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,563 shares; 2025Q1: 2,583 shares; 2025Q2: 2,561 shares; 2025Q3: 2,682 shares; 2025Q4: 2,812 shares; 2026Q1: 2,547 shares 2,547 $1.27M 0.27% -265 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: 10,081 shares; 2024Q4: 4,162 shares; 2025Q1: 4,700 shares; 2025Q2: 2,980 shares; 2025Q3: 3,644 shares; 2025Q4: 4,117 shares; 2026Q1: 5,186 shares 5,186 $1.27M 0.27% +1,069 Timeline IBDT 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: 64,012 shares; 2025Q2: 62,612 shares; 2025Q3: 62,286 shares; 2025Q4: 57,113 shares; 2026Q1: 49,312 shares 49,312 $1.25M 0.26% -7,801 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 601 shares; 2025Q1: 3,652 shares; 2025Q2: 3,646 shares; 2025Q3: 3,626 shares; 2025Q4: 3,486 shares; 2026Q1: 3,014 shares 3,014 $1.18M 0.25% -472 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: 4,000 shares; 2024Q4: 2,743 shares; 2025Q1: 2,847 shares; 2025Q2: 3,057 shares; 2025Q3: 2,992 shares; 2025Q4: 3,226 shares; 2026Q1: 3,356 shares 3,356 $1.15M 0.24% +130 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: 1,755 shares; 2024Q4: 3,976 shares; 2025Q1: 4,382 shares; 2025Q2: 7,407 shares; 2025Q3: 5,156 shares; 2025Q4: 6,254 shares; 2026Q1: 6,852 shares 6,852 $1.14M 0.24% +598 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,657 shares; 2025Q1: not reported; 2025Q2: 30,275 shares; 2025Q3: 32,046 shares; 2025Q4: 32,122 shares; 2026Q1: 32,145 shares 32,145 $1.12M 0.24% +23 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: 2,543 shares; 2024Q4: 2,828 shares; 2025Q1: 2,805 shares; 2025Q2: 3,120 shares; 2025Q3: 3,180 shares; 2025Q4: 3,821 shares; 2026Q1: 3,880 shares 3,880 $1.1M 0.23% +59 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI 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: 30,178 shares; 2026Q1: 38,175 shares 38,175 $1.1M 0.23% +7,997 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: 7,548 shares; 2024Q4: 7,898 shares; 2025Q1: 4,031 shares; 2025Q2: 4,098 shares; 2025Q3: 5,379 shares; 2025Q4: 7,929 shares; 2026Q1: 9,012 shares 9,012 $1.09M 0.23% +1,083 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: 6,891 shares; 2024Q4: 6,958 shares; 2025Q1: 6,774 shares; 2025Q2: 6,948 shares; 2025Q3: 6,434 shares; 2025Q4: 7,246 shares; 2026Q1: 7,387 shares 7,387 $1.09M 0.23% +141 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: 6,238 shares; 2024Q4: 5,466 shares; 2025Q1: 5,168 shares; 2025Q2: 5,319 shares; 2025Q3: 5,446 shares; 2025Q4: 5,560 shares; 2026Q1: 5,431 shares 5,431 $1.05M 0.22% -129 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,158 shares; 2025Q2: 14,079 shares; 2025Q3: 13,668 shares; 2025Q4: 13,431 shares; 2026Q1: 11,419 shares 11,419 $1M 0.21% -2,012 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: 2,920 shares; 2025Q2: 3,749 shares; 2025Q3: 3,789 shares; 2025Q4: 4,399 shares; 2026Q1: 4,641 shares 4,641 $993K 0.21% +242 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,198 shares; 2025Q1: 13,842 shares; 2025Q2: 74,517 shares; 2025Q3: 10,808 shares; 2025Q4: 98,897 shares; 2026Q1: 98,513 shares 98,513 $986K 0.21% -384 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: 7,969 shares; 2024Q4: 8,677 shares; 2025Q1: 7,792 shares; 2025Q2: 8,037 shares; 2025Q3: 7,887 shares; 2025Q4: 6,133 shares; 2026Q1: 6,484 shares 6,484 $937K 0.2% +351 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: 18,617 shares; 2024Q4: 19,093 shares; 2025Q1: 18,522 shares; 2025Q2: 18,862 shares; 2025Q3: 19,199 shares; 2025Q4: 23,574 shares; 2026Q1: 19,087 shares 19,087 $930K 0.2% -4,487 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,580 shares; 2024Q4: 3,713 shares; 2025Q1: 3,629 shares; 2025Q2: 3,750 shares; 2025Q3: 3,863 shares; 2025Q4: 5,781 shares; 2026Q1: 5,806 shares 5,806 $927K 0.2% +25 Timeline NTSE 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: 21,840 shares; 2024Q4: 21,757 shares; 2025Q1: 20,464 shares; 2025Q2: 17,482 shares; 2025Q3: 18,469 shares; 2025Q4: 20,453 shares; 2026Q1: 23,305 shares 23,305 $926K 0.2% +2,852 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: 7,573 shares; 2024Q4: 7,620 shares; 2025Q1: 7,389 shares; 2025Q2: 7,640 shares; 2025Q3: 7,674 shares; 2025Q4: 8,022 shares; 2026Q1: 7,306 shares 7,306 $925K 0.2% -716 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,535 shares; 2024Q4: 12,312 shares; 2025Q1: 11,598 shares; 2025Q2: 12,610 shares; 2025Q3: 12,198 shares; 2025Q4: 9,804 shares; 2026Q1: 9,428 shares 9,428 $923K 0.19% -376 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,767 shares; 2025Q2: 55,242 shares; 2025Q3: 52,558 shares; 2025Q4: 57,018 shares; 2026Q1: 53,048 shares 53,048 $915K 0.19% -3,970 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: 4,386 shares; 2024Q4: not reported; 2025Q1: 18,604 shares; 2025Q2: 18,785 shares; 2025Q3: 18,125 shares; 2025Q4: 17,065 shares; 2026Q1: 14,818 shares 14,818 $909K 0.19% -2,247 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: 3,857 shares; 2024Q4: 3,933 shares; 2025Q1: 3,821 shares; 2025Q2: 3,843 shares; 2025Q3: 3,027 shares; 2025Q4: 2,720 shares; 2026Q1: 2,753 shares 2,753 $906K 0.19% +33 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,762 shares; 2026Q1: 20,981 shares 20,981 $893K 0.19% +2,219 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,809 shares; 2025Q2: 4,428 shares; 2025Q3: 4,271 shares; 2025Q4: 4,063 shares; 2026Q1: 3,151 shares 3,151 $890K 0.19% -912 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,228 shares; 2025Q1: 6,127 shares; 2025Q2: 6,332 shares; 2025Q3: 6,413 shares; 2025Q4: 7,553 shares; 2026Q1: 7,153 shares 7,153 $878K 0.19% -400 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: 2,433 shares; 2024Q4: 2,537 shares; 2025Q1: 5,360 shares; 2025Q2: 5,090 shares; 2025Q3: 4,863 shares; 2025Q4: 4,755 shares; 2026Q1: 4,670 shares 4,670 $872K 0.18% -85 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,082 shares; 2024Q4: 29,926 shares; 2025Q1: 28,208 shares; 2025Q2: 29,168 shares; 2025Q3: 30,911 shares; 2025Q4: 34,589 shares; 2026Q1: 39,088 shares 39,088 $870K 0.18% +4,499 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: not reported; 2024Q4: not reported; 2025Q1: 19,271 shares; 2025Q2: 18,724 shares; 2025Q3: 18,709 shares; 2025Q4: 18,089 shares; 2026Q1: 17,891 shares 17,891 $867K 0.18% -198 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: 552 shares; 2024Q4: 538 shares; 2025Q1: 543 shares; 2025Q2: 567 shares; 2025Q3: 572 shares; 2025Q4: 585 shares; 2026Q1: 587 shares 587 $864K 0.18% +2 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: 741 shares; 2025Q1: 719 shares; 2025Q2: 755 shares; 2025Q3: 716 shares; 2025Q4: 880 shares; 2026Q1: 986 shares 986 $862K 0.18% +106 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: 1,942 shares; 2024Q4: 1,968 shares; 2025Q1: 3,622 shares; 2025Q2: 3,719 shares; 2025Q3: 3,651 shares; 2025Q4: 3,834 shares; 2026Q1: 3,678 shares 3,678 $845K 0.18% -156 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: 18,820 shares; 2024Q4: 23,414 shares; 2025Q1: 28,088 shares; 2025Q2: 44,959 shares; 2025Q3: 37,338 shares; 2025Q4: 29,056 shares; 2026Q1: 29,075 shares 29,075 $843K 0.18% +19 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 551 shares; 2025Q1: not reported; 2025Q2: 1,052 shares; 2025Q3: 1,283 shares; 2025Q4: 1,207 shares; 2026Q1: 1,231 shares 1,231 $840K 0.18% +24 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,834 shares; 2025Q3: 8,350 shares; 2025Q4: 8,759 shares; 2026Q1: 8,598 shares 8,598 $837K 0.18% -161 Timeline DNL 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: 14,116 shares; 2024Q4: 14,321 shares; 2025Q1: 13,540 shares; 2025Q2: 14,473 shares; 2025Q3: 15,621 shares; 2025Q4: 17,678 shares; 2026Q1: 20,148 shares 20,148 $813K 0.17% +2,470 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,257 shares; 2024Q4: 15,237 shares; 2025Q1: 14,283 shares; 2025Q2: 14,624 shares; 2025Q3: 15,710 shares; 2025Q4: 17,914 shares; 2026Q1: 20,531 shares 20,531 $801K 0.17% +2,617 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: 1,238 shares; 2024Q4: 1,317 shares; 2025Q1: 1,291 shares; 2025Q2: 1,350 shares; 2025Q3: 1,341 shares; 2025Q4: 2,397 shares; 2026Q1: 2,424 shares 2,424 $792K 0.17% +27 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: 6,771 shares; 2024Q4: 7,036 shares; 2025Q1: 7,207 shares; 2025Q2: 7,645 shares; 2025Q3: 7,740 shares; 2025Q4: 9,315 shares; 2026Q1: 9,322 shares 9,322 $790K 0.17% +7 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,951 shares; 2025Q2: 15,560 shares; 2025Q3: 15,120 shares; 2025Q4: 13,354 shares; 2026Q1: 11,063 shares 11,063 $789K 0.17% -2,291 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: 897 shares; 2024Q4: 921 shares; 2025Q1: 898 shares; 2025Q2: 941 shares; 2025Q3: 967 shares; 2025Q4: 1,013 shares; 2026Q1: 928 shares 928 $785K 0.17% -85 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: 2,514 shares; 2024Q4: 2,534 shares; 2025Q1: 2,488 shares; 2025Q2: 2,317 shares; 2025Q3: 2,331 shares; 2025Q4: 2,374 shares; 2026Q1: 2,393 shares 2,393 $783K 0.17% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,073 shares; 2026Q1: 7,820 shares 7,820 $781K 0.16% +747 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,121 shares; 2025Q1: 1,073 shares; 2025Q2: 1,249 shares; 2025Q3: 1,450 shares; 2025Q4: 1,653 shares; 2026Q1: 1,691 shares 1,691 $755K 0.16% +38 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,327 shares; 2024Q4: 24,004 shares; 2025Q1: 47,813 shares; 2025Q2: 96,290 shares; 2025Q3: 43,920 shares; 2025Q4: 48,570 shares; 2026Q1: 55,227 shares 55,227 $749K 0.16% +6,657 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: 1,550 shares; 2024Q4: 1,501 shares; 2025Q1: 1,385 shares; 2025Q2: 1,463 shares; 2025Q3: 1,500 shares; 2025Q4: 2,115 shares; 2026Q1: 2,131 shares 2,131 $731K 0.15% +16 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: 1,938 shares; 2025Q2: 2,044 shares; 2025Q3: 1,972 shares; 2025Q4: 1,907 shares; 2026Q1: 1,544 shares 1,544 $731K 0.15% -363 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,976 shares; 2024Q4: 7,157 shares; 2025Q1: 3,686 shares; 2025Q2: 4,179 shares; 2025Q3: 3,925 shares; 2025Q4: 5,314 shares; 2026Q1: 4,006 shares 4,006 $730K 0.15% -1,308 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,529 shares; 2025Q1: 2,983 shares; 2025Q2: 2,772 shares; 2025Q3: 2,626 shares; 2025Q4: 2,776 shares; 2026Q1: 2,800 shares 2,800 $681K 0.14% +24 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: 112 shares; 2024Q4: 120 shares; 2025Q1: 126 shares; 2025Q2: 146 shares; 2025Q3: 160 shares; 2025Q4: 182 shares; 2026Q1: 159 shares 159 $668K 0.14% -23 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: 8,696 shares; 2024Q4: 8,878 shares; 2025Q1: 8,862 shares; 2025Q2: 6,163 shares; 2025Q3: 5,114 shares; 2025Q4: 10,809 shares; 2026Q1: 10,974 shares 10,974 $666K 0.14% +165 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: 956 shares; 2024Q4: 717 shares; 2025Q1: 709 shares; 2025Q2: 740 shares; 2025Q3: 743 shares; 2025Q4: 756 shares; 2026Q1: 767 shares 767 $664K 0.14% +11 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: 15,455 shares; 2024Q4: 14,452 shares; 2025Q1: 4,801 shares; 2025Q2: 4,507 shares; 2025Q3: 7,097 shares; 2025Q4: 5,909 shares; 2026Q1: 4,996 shares 4,996 $659K 0.14% -913 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,681 shares; 2025Q2: 31,489 shares; 2025Q3: 28,668 shares; 2025Q4: 25,281 shares; 2026Q1: 22,807 shares 22,807 $655K 0.14% -2,474 Timeline IVLU 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: 17,891 shares; 2025Q2: 17,350 shares; 2025Q3: 17,251 shares; 2025Q4: 16,695 shares; 2026Q1: 16,496 shares 16,496 $655K 0.14% -199 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,797 shares; 2024Q4: 6,135 shares; 2025Q1: 6,182 shares; 2025Q2: 6,773 shares; 2025Q3: 7,066 shares; 2025Q4: 7,088 shares; 2026Q1: 6,980 shares 6,980 $649K 0.14% -108 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,532 shares; 2025Q1: 3,492 shares; 2025Q2: 3,489 shares; 2025Q3: 2,551 shares; 2025Q4: 6,044 shares; 2026Q1: 10,618 shares 10,618 $627K 0.13% +4,574 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: not reported; 2024Q4: 3,139 shares; 2025Q1: 3,624 shares; 2025Q2: 4,672 shares; 2025Q3: 4,218 shares; 2025Q4: 4,361 shares; 2026Q1: 4,435 shares 4,435 $618K 0.13% +74 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,064 shares; 2025Q3: 8,837 shares; 2025Q4: 12,111 shares; 2026Q1: 13,922 shares 13,922 $614K 0.13% +1,811 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 447 shares; 2025Q1: 429 shares; 2025Q2: 461 shares; 2025Q3: 449 shares; 2025Q4: 531 shares; 2026Q1: 615 shares 615 $603K 0.13% +84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,866 shares; 2025Q4: 9,801 shares; 2026Q1: 11,989 shares 11,989 $599K 0.13% +2,188 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 760 shares; 2025Q1: 1,418 shares; 2025Q2: 1,487 shares; 2025Q3: 1,511 shares; 2025Q4: 1,575 shares; 2026Q1: 1,366 shares 1,366 $591K 0.12% -209 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,774 shares; 2025Q1: 1,759 shares; 2025Q2: 1,753 shares; 2025Q3: 1,751 shares; 2025Q4: 1,774 shares; 2026Q1: 2,017 shares 2,017 $588K 0.12% +243 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 2,919 shares; 2025Q1: 2,800 shares; 2025Q2: 2,939 shares; 2025Q3: 2,959 shares; 2025Q4: 3,600 shares; 2026Q1: 3,627 shares 3,627 $587K 0.12% +27 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,478 shares; 2024Q4: 17,483 shares; 2025Q1: 16,263 shares; 2025Q2: 15,871 shares; 2025Q3: 14,850 shares; 2025Q4: 11,136 shares; 2026Q1: 10,278 shares 10,278 $582K 0.12% -858 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 2,042 shares; 2025Q1: 2,062 shares; 2025Q2: 2,392 shares; 2025Q3: 2,050 shares; 2025Q4: 2,289 shares; 2026Q1: 2,386 shares 2,386 $578K 0.12% +97 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: not reported; 2024Q4: 906 shares; 2025Q1: 983 shares; 2025Q2: 759 shares; 2025Q3: 999 shares; 2025Q4: 1,405 shares; 2026Q1: 1,618 shares 1,618 $569K 0.12% +213 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: 1,260 shares; 2024Q4: 1,283 shares; 2025Q1: 1,233 shares; 2025Q2: 1,273 shares; 2025Q3: 1,326 shares; 2025Q4: 1,318 shares; 2026Q1: 1,559 shares 1,559 $558K 0.12% +241 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: 5,332 shares; 2024Q4: 6,024 shares; 2025Q1: 5,437 shares; 2025Q2: 5,411 shares; 2025Q3: 5,518 shares; 2025Q4: 5,730 shares; 2026Q1: 5,930 shares 5,930 $551K 0.12% +200 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: 11,138 shares; 2024Q4: 11,490 shares; 2025Q1: 10,382 shares; 2025Q2: 10,804 shares; 2025Q3: 12,736 shares; 2025Q4: 10,500 shares; 2026Q1: 10,876 shares 10,876 $546K 0.12% +376 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: 4,937 shares; 2024Q4: 4,809 shares; 2025Q1: 2,625 shares; 2025Q2: 2,126 shares; 2025Q3: 1,804 shares; 2025Q4: 1,784 shares; 2026Q1: 2,413 shares 2,413 $545K 0.12% +629 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 409 shares; 2025Q4: 844 shares; 2026Q1: 888 shares 888 $537K 0.11% +44 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418 shares; 2024Q4: 701 shares; 2025Q1: 344 shares; 2025Q2: 269 shares; 2025Q3: 507 shares; 2025Q4: 391 shares; 2026Q1: 403 shares 403 $533K 0.11% +12 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: 916 shares; 2025Q1: 891 shares; 2025Q2: 868 shares; 2025Q3: 859 shares; 2025Q4: 1,230 shares; 2026Q1: 1,180 shares 1,180 $524K 0.11% -50 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,286 shares; 2025Q1: 1,252 shares; 2025Q2: 1,439 shares; 2025Q3: 1,089 shares; 2025Q4: 1,161 shares; 2026Q1: 1,118 shares 1,118 $515K 0.11% -43 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 657 shares; 2025Q2: 668 shares; 2025Q3: 680 shares; 2025Q4: 678 shares; 2026Q1: 606 shares 606 $515K 0.11% -72 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,426 shares; 2025Q1: 1,457 shares; 2025Q2: 1,542 shares; 2025Q3: 1,554 shares; 2025Q4: 1,670 shares; 2026Q1: 1,733 shares 1,733 $512K 0.11% +63 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,732 shares; 2024Q4: 12,229 shares; 2025Q1: 8,016 shares; 2025Q2: 5,783 shares; 2025Q3: not reported; 2025Q4: 8,524 shares; 2026Q1: 8,645 shares 8,645 $508K 0.11% +121 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 1,192 shares; 2025Q1: 1,091 shares; 2025Q2: 1,251 shares; 2025Q3: 1,302 shares; 2025Q4: 1,465 shares; 2026Q1: 1,900 shares 1,900 $507K 0.11% +435 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: 3,399 shares; 2024Q4: 3,515 shares; 2025Q1: 3,457 shares; 2025Q2: 3,488 shares; 2025Q3: 3,580 shares; 2025Q4: 4,522 shares; 2026Q1: 4,247 shares 4,247 $504K 0.11% -275 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: 4,012 shares; 2024Q4: 4,456 shares; 2025Q1: 4,621 shares; 2025Q2: 5,309 shares; 2025Q3: 5,600 shares; 2025Q4: 5,158 shares; 2026Q1: 5,189 shares 5,189 $501K 0.11% +31 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,245 shares; 2024Q4: 14,211 shares; 2025Q1: 10,615 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,707 shares; 2026Q1: 28,360 shares 28,360 $500K 0.11% +653 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: 648 shares; 2024Q4: 652 shares; 2025Q1: 624 shares; 2025Q2: 618 shares; 2025Q3: 616 shares; 2025Q4: 615 shares; 2026Q1: 558 shares 558 $499K 0.11% -57 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: 2,153 shares; 2024Q4: 2,232 shares; 2025Q1: 2,223 shares; 2025Q2: 2,489 shares; 2025Q3: 2,407 shares; 2025Q4: 3,198 shares; 2026Q1: 2,506 shares 2,506 $497K 0.1% -692 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: 1,556 shares; 2024Q4: 1,603 shares; 2025Q1: 936 shares; 2025Q2: 1,092 shares; 2025Q3: 1,024 shares; 2025Q4: 982 shares; 2026Q1: 859 shares 859 $496K 0.1% -123 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: not reported; 2025Q3: not reported; 2025Q4: 361 shares; 2026Q1: 357 shares 357 $492K 0.1% -4 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: 1,167 shares; 2024Q4: 1,187 shares; 2025Q1: not reported; 2025Q2: 1,090 shares; 2025Q3: 1,109 shares; 2025Q4: 2,343 shares; 2026Q1: 2,351 shares 2,351 $489K 0.1% +8 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,005 shares; 2025Q3: 13,269 shares; 2025Q4: 12,389 shares; 2026Q1: 10,300 shares 10,300 $482K 0.1% -2,089 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,693 shares; 2026Q1: 14,015 shares 14,015 $482K 0.1% +1,322 Timeline DFEV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,852 shares; 2026Q1: 13,310 shares 13,310 $476K 0.1% +1,458 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: 5,407 shares; 2024Q4: 5,894 shares; 2025Q1: 5,929 shares; 2025Q2: 10,024 shares; 2025Q3: 6,899 shares; 2025Q4: 3,148 shares; 2026Q1: 2,462 shares 2,462 $472K 0.1% -686 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,970 shares; 2026Q1: 5,183 shares 5,183 $472K 0.1% -787 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: 4,309 shares; 2024Q4: 1,624 shares; 2025Q1: 1,620 shares; 2025Q2: 1,941 shares; 2025Q3: 1,967 shares; 2025Q4: 3,904 shares; 2026Q1: 3,031 shares 3,031 $471K 0.1% -873 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: 2,432 shares; 2024Q4: 3,014 shares; 2025Q1: 2,519 shares; 2025Q2: 3,121 shares; 2025Q3: 2,871 shares; 2025Q4: 5,413 shares; 2026Q1: 5,507 shares 5,507 $469K 0.1% +94 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,403 shares; 2025Q3: 3,672 shares; 2025Q4: 4,043 shares; 2026Q1: 4,129 shares 4,129 $467K 0.1% +86 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,005 shares; 2026Q1: 4,092 shares 4,092 $464K 0.1% +87 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: 2,933 shares; 2024Q4: 3,068 shares; 2025Q1: 4,034 shares; 2025Q2: 2,082 shares; 2025Q3: 2,063 shares; 2025Q4: 2,367 shares; 2026Q1: 1,711 shares 1,711 $463K 0.1% -656 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,313 shares; 2025Q2: 4,443 shares; 2025Q3: 4,398 shares; 2025Q4: 4,148 shares; 2026Q1: 3,389 shares 3,389 $462K 0.1% -759 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,548 shares; 2026Q1: 1,701 shares 1,701 $460K 0.1% +153 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: 1,412 shares; 2024Q4: 1,148 shares; 2025Q1: 1,529 shares; 2025Q2: 1,579 shares; 2025Q3: 1,615 shares; 2025Q4: 1,685 shares; 2026Q1: 2,280 shares 2,280 $454K 0.1% +595 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: 11,164 shares; 2024Q4: 11,036 shares; 2025Q1: 10,765 shares; 2025Q2: 10,651 shares; 2025Q3: 11,100 shares; 2025Q4: 12,600 shares; 2026Q1: 11,553 shares 11,553 $451K 0.1% -1,047 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 788 shares; 2025Q1: 780 shares; 2025Q2: 785 shares; 2025Q3: 789 shares; 2025Q4: 4,697 shares; 2026Q1: 4,315 shares 4,315 $451K 0.1% -382 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 10,514 shares; 2025Q4: 11,672 shares; 2026Q1: 11,051 shares 11,051 $451K 0.1% -621 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,940 shares; 2024Q4: 8,119 shares; 2025Q1: 7,965 shares; 2025Q2: 8,234 shares; 2025Q3: 8,332 shares; 2025Q4: 8,369 shares; 2026Q1: 8,274 shares 8,274 $448K 0.09% -95 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,223 shares; 2026Q1: 1,250 shares 1,250 $447K 0.09% +27 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: 1,429 shares; 2024Q4: 1,495 shares; 2025Q1: 1,460 shares; 2025Q2: 1,447 shares; 2025Q3: 1,426 shares; 2025Q4: 1,480 shares; 2026Q1: 1,474 shares 1,474 $446K 0.09% -6 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: not reported; 2024Q4: 2,106 shares; 2025Q1: 2,667 shares; 2025Q2: 3,160 shares; 2025Q3: 3,492 shares; 2025Q4: 3,279 shares; 2026Q1: 3,382 shares 3,382 $443K 0.09% +103 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,017 shares; 2024Q4: 5,172 shares; 2025Q1: 5,221 shares; 2025Q2: 4,986 shares; 2025Q3: 5,235 shares; 2025Q4: 5,165 shares; 2026Q1: 6,145 shares 6,145 $442K 0.09% +980 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 681 shares 681 $432K 0.09% new 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: 1,441 shares; 2024Q4: 1,461 shares; 2025Q1: 1,485 shares; 2025Q2: 1,519 shares; 2025Q3: 1,348 shares; 2025Q4: 1,502 shares; 2026Q1: 2,489 shares 2,489 $432K 0.09% +987 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,100 shares; 2025Q2: 15,113 shares; 2025Q3: 9,603 shares; 2025Q4: 9,663 shares; 2026Q1: 9,659 shares 9,659 $431K 0.09% -4 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: 21,023 shares; 2024Q4: 21,595 shares; 2025Q1: 21,061 shares; 2025Q2: 20,960 shares; 2025Q3: 21,280 shares; 2025Q4: 24,417 shares; 2026Q1: 21,775 shares 21,775 $430K 0.09% -2,642 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: not reported; 2024Q4: 789 shares; 2025Q1: 1,114 shares; 2025Q2: 1,067 shares; 2025Q3: 1,250 shares; 2025Q4: 23,603 shares; 2026Q1: 1,071 shares 1,071 $426K 0.09% -22,532 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,352 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,457 shares; 2025Q4: 3,851 shares; 2026Q1: 4,292 shares 4,292 $425K 0.09% +441 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: 4,857 shares; 2024Q4: 6,153 shares; 2025Q1: 6,069 shares; 2025Q2: 12,224 shares; 2025Q3: 9,286 shares; 2025Q4: 9,106 shares; 2026Q1: 9,140 shares 9,140 $424K 0.09% +34 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: 1,950 shares; 2024Q4: 1,976 shares; 2025Q1: 1,884 shares; 2025Q2: 1,737 shares; 2025Q3: 1,794 shares; 2025Q4: 1,777 shares; 2026Q1: 1,792 shares 1,792 $423K 0.09% +15 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,359 shares; 2025Q1: 1,307 shares; 2025Q2: 1,309 shares; 2025Q3: 1,323 shares; 2025Q4: 1,415 shares; 2026Q1: 1,392 shares 1,392 $423K 0.09% -23 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA 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: 3,876 shares; 2026Q1: 3,929 shares 3,929 $416K 0.09% +53 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: 273 shares; 2024Q4: 275 shares; 2025Q1: 290 shares; 2025Q2: 4,237 shares; 2025Q3: 4,452 shares; 2025Q4: 4,403 shares; 2026Q1: 4,405 shares 4,405 $407K 0.09% +2 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 1,381 shares; 2025Q1: 1,337 shares; 2025Q2: 1,010 shares; 2025Q3: 1,041 shares; 2025Q4: 1,228 shares; 2026Q1: 1,277 shares 1,277 $406K 0.09% +49 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 828 shares; 2025Q1: 812 shares; 2025Q2: 815 shares; 2025Q3: 833 shares; 2025Q4: 786 shares; 2026Q1: 932 shares 932 $406K 0.09% +146 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,838 shares; 2026Q1: 5,848 shares 5,848 $405K 0.09% +10 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,244 shares; 2024Q4: 5,181 shares; 2025Q1: 2,383 shares; 2025Q2: 2,504 shares; 2025Q3: 2,515 shares; 2025Q4: 2,531 shares; 2026Q1: 2,331 shares 2,331 $401K 0.08% -200 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: 6,712 shares; 2024Q4: 6,378 shares; 2025Q1: 2,655 shares; 2025Q2: 3,007 shares; 2025Q3: 3,029 shares; 2025Q4: 3,150 shares; 2026Q1: 3,042 shares 3,042 $392K 0.08% -108 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 1,662 shares; 2026Q1: 1,559 shares 1,559 $391K 0.08% -103 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: 2,029 shares; 2025Q2: 2,435 shares; 2025Q3: 2,745 shares; 2025Q4: 2,918 shares; 2026Q1: 2,962 shares 2,962 $388K 0.08% +44 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: 2,366 shares; 2024Q4: 2,377 shares; 2025Q1: 2,350 shares; 2025Q2: 2,362 shares; 2025Q3: 2,439 shares; 2025Q4: 2,386 shares; 2026Q1: 4,158 shares 4,158 $385K 0.08% +1,772 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,481 shares; 2026Q1: 2,501 shares 2,501 $382K 0.08% +20 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: 2,172 shares; 2024Q4: 2,167 shares; 2025Q1: 2,118 shares; 2025Q2: 2,123 shares; 2025Q3: 2,120 shares; 2025Q4: 2,288 shares; 2026Q1: 2,202 shares 2,202 $377K 0.08% -86 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,654 shares; 2026Q1: 5,119 shares 5,119 $375K 0.08% +465 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,716 shares; 2024Q4: 3,012 shares; 2025Q1: 3,002 shares; 2025Q2: 3,032 shares; 2025Q3: 1,065 shares; 2025Q4: 908 shares; 2026Q1: 876 shares 876 $373K 0.08% -32 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,789 shares; 2025Q1: 1,053 shares; 2025Q2: 1,738 shares; 2025Q3: 1,212 shares; 2025Q4: 917 shares; 2026Q1: 867 shares 867 $373K 0.08% -50 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,897 shares; 2025Q1: 2,854 shares; 2025Q2: 3,169 shares; 2025Q3: 3,288 shares; 2025Q4: 3,504 shares; 2026Q1: 3,350 shares 3,350 $368K 0.08% -154 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: 12,530 shares; 2024Q4: 12,564 shares; 2025Q1: 12,636 shares; 2025Q2: 13,125 shares; 2025Q3: 13,285 shares; 2025Q4: 15,935 shares; 2026Q1: 12,319 shares 12,319 $367K 0.08% -3,616 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,548 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,472 shares; 2025Q4: 1,653 shares; 2026Q1: 1,681 shares 1,681 $364K 0.08% +28 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,793 shares; 2024Q4: 6,392 shares; 2025Q1: 2,391 shares; 2025Q2: 1,513 shares; 2025Q3: 1,489 shares; 2025Q4: 1,456 shares; 2026Q1: 1,471 shares 1,471 $363K 0.08% +15 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: 4,431 shares; 2025Q1: 4,311 shares; 2025Q2: 4,411 shares; 2025Q3: 4,455 shares; 2025Q4: 4,474 shares; 2026Q1: 4,858 shares 4,858 $362K 0.08% +384 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: 928 shares; 2024Q4: 1,968 shares; 2025Q1: 2,905 shares; 2025Q2: 2,884 shares; 2025Q3: 2,955 shares; 2025Q4: 2,848 shares; 2026Q1: 2,257 shares 2,257 $362K 0.08% -591 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,828 shares 1,828 $361K 0.08% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: 4,131 shares; 2025Q1: 4,060 shares; 2025Q2: 4,126 shares; 2025Q3: 4,103 shares; 2025Q4: 4,259 shares; 2026Q1: 4,293 shares 4,293 $359K 0.08% +34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,514 shares; 2025Q3: 4,629 shares; 2025Q4: 6,423 shares; 2026Q1: 6,047 shares 6,047 $359K 0.08% -376 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: 5,306 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,634 shares; 2025Q3: 8,681 shares; 2025Q4: 7,465 shares; 2026Q1: 8,398 shares 8,398 $355K 0.07% +933 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST 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: 8,605 shares; 2026Q1: 8,971 shares 8,971 $353K 0.07% +366 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 1,711 shares; 2025Q1: 1,735 shares; 2025Q2: 1,598 shares; 2025Q3: 1,395 shares; 2025Q4: 1,624 shares; 2026Q1: 1,711 shares 1,711 $353K 0.07% +87 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,512 shares; 2025Q1: 1,502 shares; 2025Q2: 1,521 shares; 2025Q3: 1,539 shares; 2025Q4: 1,983 shares; 2026Q1: 1,785 shares 1,785 $352K 0.07% -198 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: 3,388 shares; 2024Q4: 11,861 shares; 2025Q1: 25,994 shares; 2025Q2: 25,877 shares; 2025Q3: 15,290 shares; 2025Q4: 20,652 shares; 2026Q1: 11,458 shares 11,458 $352K 0.07% -9,194 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 5,651 shares; 2025Q1: 5,799 shares; 2025Q2: 3,696 shares; 2025Q3: 4,031 shares; 2025Q4: 4,072 shares; 2026Q1: 3,628 shares 3,628 $350K 0.07% -444 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: 2,482 shares; 2025Q1: 2,453 shares; 2025Q2: 2,400 shares; 2025Q3: 2,403 shares; 2025Q4: 2,416 shares; 2026Q1: 2,402 shares 2,402 $348K 0.07% -14 Timeline DRD DRDGOLD LIMITED More: the full row for DRDGOLD LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,935 shares; 2025Q4: 11,804 shares; 2026Q1: 11,794 shares 11,794 $346K 0.07% -10 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,673 shares; 2024Q4: 7,673 shares; 2025Q1: 7,673 shares; 2025Q2: 8,643 shares; 2025Q3: 8,643 shares; 2025Q4: 8,643 shares; 2026Q1: 8,643 shares 8,643 $345K 0.07% 0 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: 3,555 shares; 2024Q4: 3,609 shares; 2025Q1: not reported; 2025Q2: 3,366 shares; 2025Q3: 3,395 shares; 2025Q4: 3,515 shares; 2026Q1: 3,447 shares 3,447 $344K 0.07% -68 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: 448 shares; 2024Q4: 445 shares; 2025Q1: 439 shares; 2025Q2: 432 shares; 2025Q3: 426 shares; 2025Q4: 432 shares; 2026Q1: 320 shares 320 $342K 0.07% -112 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,143 shares; 2025Q1: not reported; 2025Q2: 2,078 shares; 2025Q3: 2,088 shares; 2025Q4: 3,068 shares; 2026Q1: 4,546 shares 4,546 $336K 0.07% +1,478 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: 16,028 shares; 2024Q4: 15,183 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,468 shares; 2026Q1: 6,373 shares 6,373 $335K 0.07% -95 Timeline TEN TSAKOS ENERGY NAVIGATION LTD More: the full row for TSAKOS ENERGY NAVIGATION 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: 8,466 shares 8,466 $334K 0.07% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,613 shares; 2026Q1: 6,827 shares 6,827 $333K 0.07% +214 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,853 shares; 2024Q4: 17,957 shares; 2025Q1: 19,486 shares; 2025Q2: 14,081 shares; 2025Q3: 7,890 shares; 2025Q4: 5,018 shares; 2026Q1: 4,682 shares 4,682 $332K 0.07% -336 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI 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: 4,811 shares; 2025Q3: 4,888 shares; 2025Q4: 4,917 shares; 2026Q1: 4,971 shares 4,971 $331K 0.07% +54 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 775 shares; 2025Q3: 778 shares; 2025Q4: 1,630 shares; 2026Q1: 1,331 shares 1,331 $331K 0.07% -299 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: 1,320 shares; 2025Q1: 1,173 shares; 2025Q2: 1,254 shares; 2025Q3: 1,803 shares; 2025Q4: 1,814 shares; 2026Q1: 1,825 shares 1,825 $330K 0.07% +11 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,667 shares; 2026Q1: 9,800 shares 9,800 $329K 0.07% +133 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: 86 shares; 2024Q4: 91 shares; 2025Q1: 100 shares; 2025Q2: 95 shares; 2025Q3: 100 shares; 2025Q4: 102 shares; 2026Q1: 97 shares 97 $328K 0.07% -5 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: not reported; 2025Q1: not reported; 2025Q2: 4,632 shares; 2025Q3: 4,198 shares; 2025Q4: 3,898 shares; 2026Q1: 2,886 shares 2,886 $326K 0.07% -1,012 Timeline E ENI SPA More: the full row for ENI SPA 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: 5,628 shares; 2026Q1: 5,687 shares 5,687 $325K 0.07% +59 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 1,007 shares; 2025Q4: 1,330 shares; 2026Q1: 1,576 shares 1,576 $325K 0.07% +246 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 339 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 373 shares; 2026Q1: 420 shares 420 $325K 0.07% +47 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,703 shares; 2025Q2: 3,796 shares; 2025Q3: 3,605 shares; 2025Q4: 3,292 shares; 2026Q1: 2,744 shares 2,744 $323K 0.07% -548 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: 2,315 shares; 2024Q4: 2,316 shares; 2025Q1: 2,255 shares; 2025Q2: 2,296 shares; 2025Q3: 2,313 shares; 2025Q4: 2,371 shares; 2026Q1: 2,375 shares 2,375 $323K 0.07% +4 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,803 shares; 2026Q1: 1,682 shares 1,682 $323K 0.07% -121 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: 10,385 shares; 2024Q4: 10,195 shares; 2025Q1: 4,477 shares; 2025Q2: 3,576 shares; 2025Q3: 3,318 shares; 2025Q4: 3,449 shares; 2026Q1: 3,556 shares 3,556 $319K 0.07% +107 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,348 shares; 2025Q3: 2,348 shares; 2025Q4: 2,359 shares; 2026Q1: 2,419 shares 2,419 $318K 0.07% +60 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,643 shares; 2024Q4: 10,902 shares; 2025Q1: 11,609 shares; 2025Q2: 12,117 shares; 2025Q3: 12,446 shares; 2025Q4: 13,965 shares; 2026Q1: 12,143 shares 12,143 $316K 0.07% -1,822 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 930 shares; 2025Q1: 864 shares; 2025Q2: 1,003 shares; 2025Q3: 1,029 shares; 2025Q4: 1,030 shares; 2026Q1: 1,125 shares 1,125 $313K 0.07% +95 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,348 shares; 2025Q1: 2,295 shares; 2025Q2: 2,385 shares; 2025Q3: not reported; 2025Q4: 3,226 shares; 2026Q1: 3,764 shares 3,764 $308K 0.06% +538 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,255 shares 2,255 $307K 0.06% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 2,824 shares; 2025Q1: 2,655 shares; 2025Q2: 2,538 shares; 2025Q3: 2,573 shares; 2025Q4: 2,602 shares; 2026Q1: 2,647 shares 2,647 $306K 0.06% +45 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: 10,447 shares; 2024Q4: 10,815 shares; 2025Q1: 10,622 shares; 2025Q2: 10,808 shares; 2025Q3: 10,975 shares; 2025Q4: 18,331 shares; 2026Q1: 14,265 shares 14,265 $302K 0.06% -4,066 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: 6,639 shares; 2025Q3: not reported; 2025Q4: 3,549 shares; 2026Q1: 4,425 shares 4,425 $302K 0.06% +876 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,353 shares; 2025Q1: 1,708 shares; 2025Q2: 1,248 shares; 2025Q3: 1,210 shares; 2025Q4: 1,236 shares; 2026Q1: 1,551 shares 1,551 $301K 0.06% +315 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,680 shares; 2025Q3: 1,730 shares; 2025Q4: 2,012 shares; 2026Q1: 1,815 shares 1,815 $298K 0.06% -197 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: 1,832 shares; 2024Q4: 1,831 shares; 2025Q1: 1,776 shares; 2025Q2: 1,800 shares; 2025Q3: 1,794 shares; 2025Q4: 1,782 shares; 2026Q1: 1,753 shares 1,753 $296K 0.06% -29 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: 536 shares; 2026Q1: 549 shares 549 $296K 0.06% +13 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,497 shares; 2024Q4: 39,690 shares; 2025Q1: 39,745 shares; 2025Q2: 40,924 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 8,529 shares 8,529 $292K 0.06% +29 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,820 shares; 2025Q1: 3,729 shares; 2025Q2: 3,806 shares; 2025Q3: 3,833 shares; 2025Q4: 3,896 shares; 2026Q1: 3,993 shares 3,993 $291K 0.06% +97 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,385 shares; 2026Q1: 7,449 shares 7,449 $290K 0.06% +64 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: not reported; 2025Q3: not reported; 2025Q4: 784 shares; 2026Q1: 739 shares 739 $290K 0.06% -45 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 1,929 shares; 2025Q1: 1,916 shares; 2025Q2: 1,891 shares; 2025Q3: 1,672 shares; 2025Q4: 1,602 shares; 2026Q1: 1,335 shares 1,335 $289K 0.06% -267 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,656 shares; 2025Q1: 1,680 shares; 2025Q2: 1,867 shares; 2025Q3: 1,837 shares; 2025Q4: 1,728 shares; 2026Q1: 1,829 shares 1,829 $288K 0.06% +101 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,702 shares; 2025Q3: 1,412 shares; 2025Q4: 1,529 shares; 2026Q1: 1,529 shares 1,529 $287K 0.06% 0 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: 5,137 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,453 shares; 2025Q3: 4,493 shares; 2025Q4: 4,642 shares; 2026Q1: 4,620 shares 4,620 $286K 0.06% -22 Timeline PIZ 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: 5,573 shares; 2026Q1: 5,773 shares 5,773 $286K 0.06% +200 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares; 2025Q4: 225 shares; 2026Q1: 260 shares 260 $285K 0.06% +35 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 404 shares 404 $284K 0.06% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 892 shares; 2025Q1: 920 shares; 2025Q2: 940 shares; 2025Q3: 978 shares; 2025Q4: 1,052 shares; 2026Q1: 1,063 shares 1,063 $284K 0.06% +11 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,443 shares; 2024Q4: 15,742 shares; 2025Q1: 15,372 shares; 2025Q2: 14,789 shares; 2025Q3: 14,968 shares; 2025Q4: 15,090 shares; 2026Q1: 12,996 shares 12,996 $282K 0.06% -2,094 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: 9,841 shares; 2024Q4: 9,495 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,457 shares; 2026Q1: 2,983 shares 2,983 $280K 0.06% +526 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: 575 shares; 2024Q4: 564 shares; 2025Q1: 503 shares; 2025Q2: 543 shares; 2025Q3: 548 shares; 2025Q4: 541 shares; 2026Q1: 703 shares 703 $279K 0.06% +162 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: not reported; 2024Q4: 486 shares; 2025Q1: 796 shares; 2025Q2: 846 shares; 2025Q3: 917 shares; 2025Q4: not reported; 2026Q1: 553 shares 553 $274K 0.06% new Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV 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: 3,780 shares; 2025Q4: 3,983 shares; 2026Q1: 4,184 shares 4,184 $272K 0.06% +201 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,760 shares; 2026Q1: 3,920 shares 3,920 $272K 0.06% +160 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,243 shares; 2024Q4: 4,255 shares; 2025Q1: 4,150 shares; 2025Q2: 3,942 shares; 2025Q3: 3,940 shares; 2025Q4: 5,574 shares; 2026Q1: 3,795 shares 3,795 $268K 0.06% -1,779 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: 2,303 shares; 2025Q3: 2,441 shares; 2025Q4: 2,385 shares; 2026Q1: 2,312 shares 2,312 $268K 0.06% -73 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 776 shares; 2025Q1: 772 shares; 2025Q2: 770 shares; 2025Q3: 780 shares; 2025Q4: 762 shares; 2026Q1: 791 shares 791 $268K 0.06% +29 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,837 shares; 2024Q4: 10,934 shares; 2025Q1: 10,584 shares; 2025Q2: 10,941 shares; 2025Q3: 10,797 shares; 2025Q4: 11,666 shares; 2026Q1: 10,298 shares 10,298 $267K 0.06% -1,368 Timeline ZTO ZTO EXPRESS CAYMAN INC More: the full row for ZTO EXPRESS CAYMAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,595 shares 10,595 $267K 0.06% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,974 shares; 2024Q4: 6,020 shares; 2025Q1: 5,982 shares; 2025Q2: 5,822 shares; 2025Q3: 4,015 shares; 2025Q4: 4,012 shares; 2026Q1: 4,597 shares 4,597 $265K 0.06% +585 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 3,615 shares; 2025Q1: 3,487 shares; 2025Q2: 3,550 shares; 2025Q3: 3,477 shares; 2025Q4: 3,908 shares; 2026Q1: 3,502 shares 3,502 $263K 0.06% -406 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 422 shares; 2025Q1: not reported; 2025Q2: 420 shares; 2025Q3: 429 shares; 2025Q4: 488 shares; 2026Q1: 446 shares 446 $263K 0.06% -42 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 826 shares; 2025Q3: 843 shares; 2025Q4: 889 shares; 2026Q1: 945 shares 945 $261K 0.06% +56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,501 shares; 2025Q4: 4,105 shares; 2026Q1: 3,879 shares 3,879 $260K 0.05% -226 Timeline MOAT 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: 3,300 shares; 2025Q2: 3,222 shares; 2025Q3: 3,039 shares; 2025Q4: 2,739 shares; 2026Q1: 2,681 shares 2,681 $259K 0.05% -58 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,126 shares; 2026Q1: 3,889 shares 3,889 $259K 0.05% +763 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,982 shares; 2026Q1: 4,464 shares 4,464 $257K 0.05% -518 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,368 shares 3,368 $255K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,216 shares; 2025Q2: 4,114 shares; 2025Q3: 4,080 shares; 2025Q4: 4,081 shares; 2026Q1: 4,083 shares 4,083 $255K 0.05% +2 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 5,973 shares; 2025Q3: 5,973 shares; 2025Q4: 5,516 shares; 2026Q1: 5,484 shares 5,484 $253K 0.05% -32 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,089 shares; 2025Q4: 3,116 shares; 2026Q1: 3,157 shares 3,157 $253K 0.05% +41 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,444 shares; 2025Q1: not reported; 2025Q2: 1,682 shares; 2025Q3: 1,768 shares; 2025Q4: 1,818 shares; 2026Q1: 2,189 shares 2,189 $252K 0.05% +371 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,097 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,712 shares; 2025Q4: not reported; 2026Q1: 8,488 shares 8,488 $250K 0.05% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,700 shares; 2025Q4: 4,944 shares; 2026Q1: 5,072 shares 5,072 $249K 0.05% +128 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 624 shares; 2025Q4: 729 shares; 2026Q1: 878 shares 878 $245K 0.05% +149 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 512 shares; 2026Q1: 413 shares 413 $245K 0.05% -99 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 559 shares 559 $244K 0.05% new 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: 1,469 shares; 2024Q4: 1,477 shares; 2025Q1: 1,391 shares; 2025Q2: 1,003 shares; 2025Q3: 959 shares; 2025Q4: 919 shares; 2026Q1: 931 shares 931 $244K 0.05% +12 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: 12,006 shares; 2024Q4: 10,177 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,681 shares 8,681 $244K 0.05% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,860 shares; 2025Q4: 1,870 shares; 2026Q1: 1,906 shares 1,906 $241K 0.05% +36 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,340 shares; 2026Q1: 1,458 shares 1,458 $240K 0.05% +118 Timeline KYMR KYMERA THERAPEUTICS INC More: the full row for KYMERA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,797 shares; 2026Q1: 2,878 shares 2,878 $240K 0.05% +81 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 1,749 shares; 2025Q1: 682 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 433 shares; 2026Q1: 487 shares 487 $239K 0.05% +54 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: 41,042 shares; 2024Q4: 40,454 shares; 2025Q1: 38,466 shares; 2025Q2: 41,065 shares; 2025Q3: 40,773 shares; 2025Q4: 50,420 shares; 2026Q1: 47,532 shares 47,532 $239K 0.05% -2,888 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: not reported; 2025Q3: 391 shares; 2025Q4: not reported; 2026Q1: 393 shares 393 $238K 0.05% new Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,018 shares; 2026Q1: 5,629 shares 5,629 $238K 0.05% -4,389 Timeline HAFN HAFNIA LTD More: the full row for HAFNIA 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: 19,301 shares; 2025Q3: 33,724 shares; 2025Q4: 32,405 shares; 2026Q1: 31,193 shares 31,193 $237K 0.05% -1,212 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 321 shares 321 $237K 0.05% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 2,459 shares; 2025Q1: 2,433 shares; 2025Q2: 2,471 shares; 2025Q3: 2,492 shares; 2025Q4: 2,454 shares; 2026Q1: 2,444 shares 2,444 $236K 0.05% -10 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 10,039 shares; 2025Q1: 10,065 shares; 2025Q2: 10,180 shares; 2025Q3: 10,198 shares; 2025Q4: 12,963 shares; 2026Q1: 11,311 shares 11,311 $234K 0.05% -1,652 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,732 shares; 2026Q1: 20,601 shares 20,601 $232K 0.05% -131 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS 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: 8,733 shares 8,733 $232K 0.05% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,629 shares; 2026Q1: 1,644 shares 1,644 $231K 0.05% +15 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,732 shares; 2025Q1: 1,723 shares; 2025Q2: 1,713 shares; 2025Q3: 1,730 shares; 2025Q4: 1,700 shares; 2026Q1: 1,703 shares 1,703 $231K 0.05% +3 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,089 shares 3,089 $231K 0.05% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,228 shares; 2024Q4: 8,058 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,512 shares 3,512 $229K 0.05% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,596 shares; 2025Q3: 3,758 shares; 2025Q4: 3,650 shares; 2026Q1: 3,707 shares 3,707 $229K 0.05% +57 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 2,743 shares; 2025Q1: 2,716 shares; 2025Q2: 2,685 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,519 shares 2,519 $228K 0.05% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,719 shares; 2025Q1: not reported; 2025Q2: 1,631 shares; 2025Q3: 1,636 shares; 2025Q4: 1,639 shares; 2026Q1: 1,638 shares 1,638 $228K 0.05% -1 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 866 shares; 2025Q1: not reported; 2025Q2: 828 shares; 2025Q3: 830 shares; 2025Q4: 830 shares; 2026Q1: 831 shares 831 $226K 0.05% +1 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,114 shares 1,114 $226K 0.05% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 930 shares; 2025Q3: 944 shares; 2025Q4: 949 shares; 2026Q1: 960 shares 960 $225K 0.05% +11 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,126 shares; 2025Q2: 4,294 shares; 2025Q3: 4,378 shares; 2025Q4: 5,909 shares; 2026Q1: 3,948 shares 3,948 $223K 0.05% -1,961 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 316 shares; 2025Q1: not reported; 2025Q2: 299 shares; 2025Q3: 303 shares; 2025Q4: 308 shares; 2026Q1: 305 shares 305 $222K 0.05% -3 Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS 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: not reported; 2025Q4: 22,702 shares; 2026Q1: 28,285 shares 28,285 $222K 0.05% +5,583 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 771 shares; 2025Q2: 775 shares; 2025Q3: 778 shares; 2025Q4: not reported; 2026Q1: 768 shares 768 $222K 0.05% new Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,929 shares 3,929 $222K 0.05% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,972 shares 1,972 $222K 0.05% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,658 shares; 2025Q2: 5,311 shares; 2025Q3: 5,168 shares; 2025Q4: 5,886 shares; 2026Q1: 3,964 shares 3,964 $221K 0.05% -1,922 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 1,722 shares; 2025Q1: 1,950 shares; 2025Q2: 1,861 shares; 2025Q3: 1,871 shares; 2025Q4: 1,738 shares; 2026Q1: 1,073 shares 1,073 $220K 0.05% -665 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: 13,451 shares; 2025Q1: 10,984 shares; 2025Q2: 13,182 shares; 2025Q3: 13,142 shares; 2025Q4: 15,697 shares; 2026Q1: 15,812 shares 15,812 $219K 0.05% +115 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,012 shares; 2025Q3: not reported; 2025Q4: 2,916 shares; 2026Q1: 2,805 shares 2,805 $218K 0.05% -111 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: 8,346 shares; 2024Q4: 8,308 shares; 2025Q1: 8,246 shares; 2025Q2: 7,845 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,096 shares 1,096 $217K 0.05% new Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 1,642 shares 1,642 $216K 0.05% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,424 shares 1,424 $215K 0.05% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,088 shares; 2026Q1: 6,554 shares 6,554 $215K 0.05% -1,534 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 724 shares 724 $215K 0.05% new Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL 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: 2,514 shares; 2025Q4: 2,508 shares; 2026Q1: 2,506 shares 2,506 $213K 0.05% -2 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 639 shares 639 $211K 0.04% new Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,618 shares 2,618 $211K 0.04% new Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS 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: 21,850 shares 21,850 $210K 0.04% new Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 767 shares; 2025Q1: 755 shares; 2025Q2: 738 shares; 2025Q3: 727 shares; 2025Q4: 709 shares; 2026Q1: 718 shares 718 $209K 0.04% +9 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS 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: 7,954 shares; 2026Q1: 6,924 shares 6,924 $209K 0.04% -1,030 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,642 shares 3,642 $208K 0.04% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 989 shares; 2026Q1: 995 shares 995 $207K 0.04% +6 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: 650 shares; 2024Q4: 340 shares; 2025Q1: not reported; 2025Q2: 330 shares; 2025Q3: 332 shares; 2025Q4: 351 shares; 2026Q1: 297 shares 297 $207K 0.04% -54 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: 1,772 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,061 shares; 2025Q3: 1,119 shares; 2025Q4: 2,377 shares; 2026Q1: 1,136 shares 1,136 $207K 0.04% -1,241 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO 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: 11,146 shares 11,146 $206K 0.04% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 987 shares 987 $206K 0.04% new Timeline IWY 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: 826 shares; 2025Q3: 826 shares; 2025Q4: 826 shares; 2026Q1: 826 shares 826 $206K 0.04% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,380 shares 3,380 $203K 0.04% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 662 shares; 2025Q1: 638 shares; 2025Q2: 650 shares; 2025Q3: 665 shares; 2025Q4: 671 shares; 2026Q1: 671 shares 671 $202K 0.04% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS 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: 12,569 shares; 2025Q3: 12,658 shares; 2025Q4: 14,029 shares; 2026Q1: 13,919 shares 13,919 $200K 0.04% -110 Timeline IHS IHS HOLDING LIMITED More: the full row for IHS HOLDING LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,362 shares; 2025Q1: not reported; 2025Q2: 21,800 shares; 2025Q3: 22,960 shares; 2025Q4: 22,984 shares; 2026Q1: 22,851 shares 22,851 $188K 0.04% -133 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,628 shares; 2025Q2: 10,416 shares; 2025Q3: not reported; 2025Q4: 10,437 shares; 2026Q1: 10,234 shares 10,234 $187K 0.04% -203 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,706 shares; 2025Q4: 28,439 shares; 2026Q1: 22,985 shares 22,985 $187K 0.04% -5,454 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B 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: 11,386 shares 11,386 $169K 0.04% new Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,500 shares; 2024Q4: 308,027 shares; 2025Q1: 43,755 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 253,752 shares; 2026Q1: 31,108 shares 31,108 $161K 0.03% -222,644 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 19,292 shares; 2025Q3: 18,884 shares; 2025Q4: 16,794 shares; 2026Q1: 15,381 shares 15,381 $160K 0.03% -1,413 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG 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: 14,588 shares; 2025Q3: 13,611 shares; 2025Q4: 13,973 shares; 2026Q1: 13,879 shares 13,879 $138K 0.03% -94 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,686 shares; 2024Q4: 31,531 shares; 2025Q1: 32,453 shares; 2025Q2: 31,726 shares; 2025Q3: 33,757 shares; 2025Q4: 16,783 shares; 2026Q1: 16,770 shares 16,770 $132K 0.03% -13 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,828 shares; 2024Q4: 14,227 shares; 2025Q1: 14,903 shares; 2025Q2: 15,363 shares; 2025Q3: 14,106 shares; 2025Q4: 14,354 shares; 2026Q1: 16,324 shares 16,324 $131K 0.03% +1,970 Timeline AXIAY AXIA ENERGIA SA More: the full row for AXIA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,043 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,194 shares 11,194 $126K 0.03% new Timeline NEOG NEOGEN CORP More: the full row for NEOGEN 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: 11,934 shares; 2025Q4: 12,216 shares; 2026Q1: 12,826 shares 12,826 $119K 0.03% +610 Timeline NEXT NEXTDECADE CORP More: the full row for NEXTDECADE 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: 13,540 shares 13,540 $104K 0.02% new Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO 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: 10,292 shares 10,292 $95.5K 0.02% new Timeline NVNI NVNI GROUP LIMITED More: the full row for NVNI GROUP LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,502 shares; 2026Q1: 82,502 shares 82,502 $94.9K 0.02% 0 Timeline BSBR BANCO SANTANDER BRASIL S A More: the full row for BANCO SANTANDER BRASIL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,101 shares; 2025Q2: 14,270 shares; 2025Q3: 13,581 shares; 2025Q4: 14,692 shares; 2026Q1: 15,898 shares 15,898 $94.3K 0.02% +1,206 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,215 shares; 2026Q1: 11,013 shares 11,013 $93.1K 0.02% +798 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,537 shares 20,537 $85.2K 0.02% new Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,786 shares; 2024Q4: 19,531 shares; 2025Q1: 20,045 shares; 2025Q2: 21,658 shares; 2025Q3: 20,697 shares; 2025Q4: 20,947 shares; 2026Q1: 21,531 shares 21,531 $84.8K 0.02% +584 Timeline FIP FTAI INFRASTRUCTURE INC More: the full row for FTAI INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,748 shares; 2026Q1: 12,057 shares 12,057 $59.9K 0.01% -691 Timeline CSANY COSAN S A More: the full row for COSAN S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,429 shares 10,429 $43K 0.01% new Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS 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: 11,091 shares; 2026Q1: 11,323 shares 11,323 $38.8K 0.01% +232 Timeline GOSS GOSSAMER BIO INC More: the full row for GOSSAMER BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,677 shares; 2025Q2: 25,474 shares; 2025Q3: 18,200 shares; 2025Q4: 21,320 shares; 2026Q1: 17,550 shares 17,550 $5.76K <0.01% -3,770 Timeline