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: 639,855 shares; 2024Q4: 825,799 shares; 2025Q1: 830,277 shares; 2025Q2: 737,774 shares; 2025Q3: 906,088 shares; 2025Q4: 1,061,013 shares; 2026Q1: 1,193,426 shares 1,193,426 $780M 6.8% +132,413 Timeline BAI 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: 11,940,004 shares; 2026Q1: 19,651,117 shares 19,651,117 $648M 5.65% +7,711,113 Timeline DYNF 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: 4,778,447 shares; 2025Q1: 5,377,151 shares; 2025Q2: 4,788,949 shares; 2025Q3: 6,278,395 shares; 2025Q4: 9,529,543 shares; 2026Q1: 11,061,727 shares 11,061,727 $644M 5.61% +1,532,184 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 730,619 shares; 2024Q4: 2,663,043 shares; 2025Q1: 4,201,045 shares; 2025Q2: 2,362,961 shares; 2025Q3: 3,241,520 shares; 2025Q4: 5,303,116 shares; 2026Q1: 6,570,313 shares 6,570,313 $642M 5.6% +1,267,197 Timeline BINC 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: 6,362,441 shares; 2025Q1: 5,893,289 shares; 2025Q2: 5,754,734 shares; 2025Q3: 6,375,936 shares; 2025Q4: 8,992,718 shares; 2026Q1: 12,025,663 shares 12,025,663 $624M 5.44% +3,032,945 Timeline JAVA 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: 3,095,605 shares; 2025Q2: 2,983,626 shares; 2025Q3: 3,761,884 shares; 2025Q4: 4,776,468 shares; 2026Q1: 8,197,776 shares 8,197,776 $588M 5.13% +3,421,308 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700,459 shares; 2024Q4: 3,664,585 shares; 2025Q1: 3,360,577 shares; 2025Q2: 3,005,172 shares; 2025Q3: 3,579,254 shares; 2025Q4: 5,182,551 shares; 2026Q1: 5,936,800 shares 5,936,800 $537M 4.69% +754,249 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,214,475 shares; 2024Q4: 2,940,413 shares; 2025Q1: 5,970,330 shares; 2025Q2: 5,869,906 shares; 2025Q3: 6,656,599 shares; 2025Q4: 8,650,398 shares; 2026Q1: 10,210,549 shares 10,210,549 $466M 4.06% +1,560,151 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: not reported; 2024Q4: 3,542,609 shares; 2025Q1: 3,756,820 shares; 2025Q2: 3,095,856 shares; 2025Q3: 3,673,763 shares; 2025Q4: 3,835,955 shares; 2026Q1: 3,816,675 shares 3,816,675 $374M 3.26% -19,280 Timeline EMOP AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 8,258,081 shares 8,258,081 $362M 3.16% new Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,580,016 shares; 2025Q1: 6,679,781 shares; 2025Q2: 5,507,411 shares; 2025Q3: 7,011,069 shares; 2025Q4: 7,442,209 shares; 2026Q1: 7,186,404 shares 7,186,404 $360M 3.14% -255,805 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: not reported; 2024Q4: 11,121 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,495 shares; 2025Q4: 657,578 shares; 2026Q1: 2,925,449 shares 2,925,449 $312M 2.72% +2,267,871 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,110,575 shares; 2024Q4: 7,038,056 shares; 2025Q1: 6,729,463 shares; 2025Q2: 6,634,697 shares; 2025Q3: 7,972,304 shares; 2025Q4: 8,219,704 shares; 2026Q1: 4,199,467 shares 4,199,467 $299M 2.6% -4,020,237 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,971,240 shares; 2024Q4: 2,948,330 shares; 2025Q1: 2,491,089 shares; 2025Q2: 2,466,758 shares; 2025Q3: 2,725,298 shares; 2025Q4: 2,907,609 shares; 2026Q1: 2,740,098 shares 2,740,098 $272M 2.37% -167,511 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: 1,312,367 shares; 2025Q1: 1,182,327 shares; 2025Q2: 1,092,377 shares; 2025Q3: 1,351,798 shares; 2025Q4: 883,762 shares; 2026Q1: 3,522,247 shares 3,522,247 $262M 2.28% +2,638,485 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: 1,929,406 shares; 2024Q4: 3,310,399 shares; 2025Q1: 4,394,135 shares; 2025Q2: 4,189,223 shares; 2025Q3: 4,732,922 shares; 2025Q4: 3,620,443 shares; 2026Q1: 3,971,984 shares 3,971,984 $225M 1.96% +351,541 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,724,827 shares; 2026Q1: 4,440,748 shares 4,440,748 $209M 1.82% +715,921 Timeline BRTR 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: not reported; 2025Q4: 1,178,554 shares; 2026Q1: 4,026,972 shares 4,026,972 $202M 1.76% +2,848,418 Timeline TLH 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: 99,848 shares; 2024Q4: 270,722 shares; 2025Q1: 268,736 shares; 2025Q2: 270,388 shares; 2025Q3: 473,409 shares; 2025Q4: 1,228,407 shares; 2026Q1: 1,834,991 shares 1,834,991 $185M 1.61% +606,584 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,170 shares; 2024Q4: 2,598,183 shares; 2025Q1: 3,902,977 shares; 2025Q2: 3,465,893 shares; 2025Q3: 4,184,691 shares; 2025Q4: 6,740,260 shares; 2026Q1: 2,596,299 shares 2,596,299 $181M 1.58% -4,143,961 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 532,080 shares; 2026Q1: 2,179,071 shares 2,179,071 $181M 1.57% +1,646,991 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,398,912 shares; 2024Q4: 1,970,053 shares; 2025Q1: 1,519,643 shares; 2025Q2: 1,488,220 shares; 2025Q3: 1,649,146 shares; 2025Q4: 1,457,076 shares; 2026Q1: 1,760,337 shares 1,760,337 $167M 1.46% +303,261 Timeline GOVT 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: 36,630 shares; 2024Q4: 88,601 shares; 2025Q1: 157,571 shares; 2025Q2: 106,191 shares; 2025Q3: 220,546 shares; 2025Q4: 467,933 shares; 2026Q1: 6,629,343 shares 6,629,343 $152M 1.32% +6,161,410 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,128,826 shares 2,128,826 $149M 1.3% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,461,629 shares; 2025Q1: 3,883,488 shares; 2025Q2: 3,637,880 shares; 2025Q3: 4,194,769 shares; 2025Q4: 3,553,862 shares; 2026Q1: 3,473,227 shares 3,473,227 $148M 1.29% -80,635 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,870 shares; 2024Q4: 118,422 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 395,837 shares; 2026Q1: 658,371 shares 658,371 $141M 1.23% +262,534 Timeline IEI 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: 272,960 shares; 2025Q2: 268,623 shares; 2025Q3: 593,126 shares; 2025Q4: 1,170,497 shares; 2026Q1: 1,085,040 shares 1,085,040 $129M 1.12% -85,457 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 273,322 shares; 2026Q1: 287,470 shares 287,470 $124M 1.08% +14,148 Timeline JIRE 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: 1,180,260 shares; 2025Q2: 1,057,253 shares; 2025Q3: 1,475,057 shares; 2025Q4: 1,616,537 shares; 2026Q1: 1,455,928 shares 1,455,928 $110M 0.96% -160,609 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 286,781 shares; 2025Q4: 293,295 shares; 2026Q1: 1,470,494 shares 1,470,494 $99.3M 0.87% +1,177,199 Timeline EMGF 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: 427,016 shares; 2025Q1: 1,100,736 shares; 2025Q2: 978,931 shares; 2025Q3: 1,293,783 shares; 2025Q4: 1,312,767 shares; 2026Q1: 1,589,413 shares 1,589,413 $96M 0.84% +276,646 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 591,064 shares; 2025Q2: 561,496 shares; 2025Q3: 692,656 shares; 2025Q4: 781,642 shares; 2026Q1: 1,724,565 shares 1,724,565 $95.3M 0.83% +942,923 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: not reported; 2024Q4: 7,074 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,856 shares; 2025Q4: 8,380 shares; 2026Q1: 1,281,275 shares 1,281,275 $89.9M 0.78% +1,272,895 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: 584,025 shares; 2024Q4: 753,522 shares; 2025Q1: 1,205,274 shares; 2025Q2: 1,131,829 shares; 2025Q3: 1,202,449 shares; 2025Q4: 1,187,564 shares; 2026Q1: 1,011,766 shares 1,011,766 $89.2M 0.78% -175,798 Timeline INMU 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: not reported; 2025Q4: 1,744,800 shares; 2026Q1: 3,290,251 shares 3,290,251 $78.7M 0.69% +1,545,451 Timeline ABLD ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,366,111 shares 2,366,111 $73.9M 0.64% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,614,432 shares; 2025Q2: 1,520,097 shares; 2025Q3: 1,622,239 shares; 2025Q4: 1,728,746 shares; 2026Q1: 1,405,645 shares 1,405,645 $69.4M 0.61% -323,101 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,780,989 shares; 2026Q1: 1,810,612 shares 1,810,612 $68.8M 0.6% +29,623 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 222,279 shares; 2026Q1: 313,175 shares 313,175 $68.5M 0.6% +90,896 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 439,747 shares; 2025Q1: 946,182 shares; 2025Q2: 931,850 shares; 2025Q3: 1,028,495 shares; 2025Q4: 1,094,255 shares; 2026Q1: 650,096 shares 650,096 $67.2M 0.59% -444,159 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520,043 shares; 2024Q4: 119,206 shares; 2025Q1: 129,680 shares; 2025Q2: 108,171 shares; 2025Q3: 103,740 shares; 2025Q4: 102,931 shares; 2026Q1: 101,433 shares 101,433 $66M 0.58% -1,498 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 906,996 shares; 2024Q4: 1,404,039 shares; 2025Q1: 1,308,001 shares; 2025Q2: 1,050,498 shares; 2025Q3: 1,114,634 shares; 2025Q4: 986,140 shares; 2026Q1: 352,756 shares 352,756 $64M 0.56% -633,384 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 311,510 shares; 2025Q1: 273,423 shares; 2025Q2: 280,593 shares; 2025Q3: 377,905 shares; 2025Q4: 445,174 shares; 2026Q1: 526,425 shares 526,425 $55.9M 0.49% +81,251 Timeline TIP 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: 398,524 shares; 2025Q1: 412,277 shares; 2025Q2: 407,796 shares; 2025Q3: 440,105 shares; 2025Q4: 464,304 shares; 2026Q1: 485,165 shares 485,165 $53.5M 0.47% +20,861 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: 65,448 shares; 2024Q4: 175,178 shares; 2025Q1: 223,034 shares; 2025Q2: 185,503 shares; 2025Q3: 315,669 shares; 2025Q4: 334,681 shares; 2026Q1: 361,235 shares 361,235 $40.9M 0.36% +26,554 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: 90,289 shares; 2025Q4: 405,090 shares; 2026Q1: 797,261 shares 797,261 $39.9M 0.35% +392,171 Timeline JBND 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: 170,521 shares; 2025Q4: 473,515 shares; 2026Q1: 677,096 shares 677,096 $36.4M 0.32% +203,581 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458,667 shares; 2024Q4: 230,718 shares; 2025Q1: 10,607 shares; 2025Q2: 472,499 shares; 2025Q3: 167,961 shares; 2025Q4: 312,150 shares; 2026Q1: 354,980 shares 354,980 $34.5M 0.3% +42,830 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,474 shares; 2024Q4: 220,191 shares; 2025Q1: 528,277 shares; 2025Q2: 206,817 shares; 2025Q3: 164,508 shares; 2025Q4: 280,574 shares; 2026Q1: 177,042 shares 177,042 $34M 0.3% -103,532 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,383 shares; 2024Q4: 1,000,289 shares; 2025Q1: 934,395 shares; 2025Q2: 925,848 shares; 2025Q3: 737,363 shares; 2025Q4: 627,479 shares; 2026Q1: 592,190 shares 592,190 $30.9M 0.27% -35,289 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: 225,544 shares; 2024Q4: 523,946 shares; 2025Q1: 531,792 shares; 2025Q2: 491,900 shares; 2025Q3: 582,095 shares; 2025Q4: 167,910 shares; 2026Q1: 153,333 shares 153,333 $29.4M 0.26% -14,577 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: not reported; 2024Q4: 2,569 shares; 2025Q1: 2,272 shares; 2025Q2: not reported; 2025Q3: 147,918 shares; 2025Q4: 155,990 shares; 2026Q1: 163,586 shares 163,586 $28.5M 0.25% +7,596 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554,817 shares; 2024Q4: 506,440 shares; 2025Q1: 69,065 shares; 2025Q2: 521,591 shares; 2025Q3: 457,781 shares; 2025Q4: 424,260 shares; 2026Q1: 319,953 shares 319,953 $23.4M 0.2% -104,307 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: 44,254 shares; 2024Q4: 29,828 shares; 2025Q1: 43,013 shares; 2025Q2: 16,192 shares; 2025Q3: 80,566 shares; 2025Q4: 87,152 shares; 2026Q1: 86,699 shares 86,699 $22M 0.19% -453 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,110,385 shares; 2024Q4: 1,203,928 shares; 2025Q1: 1,194,432 shares; 2025Q2: 1,176,869 shares; 2025Q3: 1,261,838 shares; 2025Q4: 893,591 shares; 2026Q1: 212,459 shares 212,459 $19.7M 0.17% -681,132 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 233,996 shares; 2026Q1: 368,775 shares 368,775 $18.8M 0.16% +134,779 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: 51,092 shares; 2024Q4: 31,924 shares; 2025Q1: 50,247 shares; 2025Q2: 18,088 shares; 2025Q3: 55,663 shares; 2025Q4: 57,400 shares; 2026Q1: 57,160 shares 57,160 $16.4M 0.14% -240 Timeline IXUS 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: 67,590 shares; 2024Q4: 65,880 shares; 2025Q1: 61,194 shares; 2025Q2: 54,704 shares; 2025Q3: 103,123 shares; 2025Q4: 110,196 shares; 2026Q1: 176,932 shares 176,932 $15.3M 0.13% +66,736 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: 19,963 shares; 2024Q4: 21,022 shares; 2025Q1: 20,098 shares; 2025Q2: 884 shares; 2025Q3: 43,354 shares; 2025Q4: 46,987 shares; 2026Q1: 40,765 shares 40,765 $15.1M 0.13% -6,222 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201,597 shares; 2026Q1: 286,177 shares 286,177 $13M 0.11% +84,580 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: 69,485 shares; 2024Q4: 41,940 shares; 2025Q1: 61,511 shares; 2025Q2: 35,963 shares; 2025Q3: 58,864 shares; 2025Q4: 64,133 shares; 2026Q1: 61,548 shares 61,548 $12.8M 0.11% -2,585 Timeline EFG 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: 805,360 shares; 2025Q1: 515,170 shares; 2025Q2: 458,110 shares; 2025Q3: 570,629 shares; 2025Q4: 434,249 shares; 2026Q1: 106,914 shares 106,914 $11.9M 0.1% -327,335 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,574 shares; 2024Q4: 182,253 shares; 2025Q1: not reported; 2025Q2: 175,878 shares; 2025Q3: 251,490 shares; 2025Q4: 226,761 shares; 2026Q1: 182,070 shares 182,070 $11.7M 0.1% -44,691 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 143,639 shares; 2025Q1: 156,232 shares; 2025Q2: 154,659 shares; 2025Q3: 196,751 shares; 2025Q4: 180,115 shares; 2026Q1: 221,903 shares 221,903 $11.2M 0.1% +41,788 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,393 shares; 2025Q4: 30,802 shares; 2026Q1: 30,844 shares 30,844 $9.55M 0.08% +42 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: 21,444 shares; 2024Q4: 22,134 shares; 2025Q1: 22,395 shares; 2025Q2: not reported; 2025Q3: 26,677 shares; 2025Q4: 28,616 shares; 2026Q1: 30,587 shares 30,587 $8.77M 0.08% +1,971 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: 23,996 shares; 2024Q4: 23,602 shares; 2025Q1: 21,392 shares; 2025Q2: not reported; 2025Q3: 28,657 shares; 2025Q4: 31,385 shares; 2026Q1: 29,691 shares 29,691 $8.73M 0.08% -1,694 Timeline MEM MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,598,210 shares; 2025Q2: not reported; 2025Q3: 206,374 shares; 2025Q4: 207,058 shares; 2026Q1: 215,534 shares 215,534 $8.01M 0.07% +8,476 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104,257 shares; 2026Q1: 111,260 shares 111,260 $7.88M 0.07% +7,003 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,157 shares; 2025Q1: not reported; 2025Q2: 5,552 shares; 2025Q3: 29,401 shares; 2025Q4: 68,805 shares; 2026Q1: 81,092 shares 81,092 $7.74M 0.07% +12,287 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,445 shares; 2024Q4: 81,862 shares; 2025Q1: 100,845 shares; 2025Q2: 79,260 shares; 2025Q3: 226,215 shares; 2025Q4: 235,889 shares; 2026Q1: 227,105 shares 227,105 $6.93M 0.06% -8,784 Timeline SHYM 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: 134,243 shares; 2024Q4: 255,382 shares; 2025Q1: 264,155 shares; 2025Q2: 263,063 shares; 2025Q3: 273,429 shares; 2025Q4: 275,461 shares; 2026Q1: 303,178 shares 303,178 $6.68M 0.06% +27,717 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,770 shares; 2025Q3: 13,320 shares; 2025Q4: 11,388 shares; 2026Q1: 11,636 shares 11,636 $6.66M 0.06% +248 Timeline ABLG ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,233,331 shares; 2024Q4: 3,169,742 shares; 2025Q1: 2,833,798 shares; 2025Q2: 253,357 shares; 2025Q3: 428,332 shares; 2025Q4: 284,490 shares; 2026Q1: 223,714 shares 223,714 $6.6M 0.06% -60,776 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: 12,562 shares; 2024Q4: not reported; 2025Q1: 12,012 shares; 2025Q2: not reported; 2025Q3: 16,358 shares; 2025Q4: 17,549 shares; 2026Q1: 17,510 shares 17,510 $6.51M 0.06% -39 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: 17,034 shares; 2024Q4: 16,126 shares; 2025Q1: 15,691 shares; 2025Q2: 10,868 shares; 2025Q3: 15,784 shares; 2025Q4: 17,101 shares; 2026Q1: 16,911 shares 16,911 $5.71M 0.05% -190 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,618 shares; 2025Q4: 51,354 shares; 2026Q1: 51,252 shares 51,252 $5.55M 0.05% -102 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134,666 shares 134,666 $5.17M 0.05% new 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: 8,104 shares; 2024Q4: 13,475 shares; 2025Q1: 14,489 shares; 2025Q2: not reported; 2025Q3: 21,040 shares; 2025Q4: 22,217 shares; 2026Q1: 21,265 shares 21,265 $4.62M 0.04% -952 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: 9,890 shares; 2024Q4: 10,361 shares; 2025Q1: 10,177 shares; 2025Q2: 12,120 shares; 2025Q3: 9,363 shares; 2025Q4: 9,925 shares; 2026Q1: 9,223 shares 9,223 $4.61M 0.04% -702 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: 22,694 shares 22,694 $4.48M 0.04% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,137 shares; 2024Q4: 26,467 shares; 2025Q1: 26,903 shares; 2025Q2: 22,378 shares; 2025Q3: 42,526 shares; 2025Q4: 48,393 shares; 2026Q1: 47,068 shares 47,068 $4.34M 0.04% -1,325 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 172,845 shares; 2025Q4: 175,156 shares; 2026Q1: 170,335 shares 170,335 $4.31M 0.04% -4,821 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: 19,587 shares; 2024Q4: 20,453 shares; 2025Q1: 21,207 shares; 2025Q2: 18,150 shares; 2025Q3: 27,772 shares; 2025Q4: 24,116 shares; 2026Q1: 25,671 shares 25,671 $4.24M 0.04% +1,555 Timeline SYSB 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: not reported; 2026Q1: 47,082 shares 47,082 $4.19M 0.04% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,327 shares; 2025Q1: 12,034 shares; 2025Q2: 7,830 shares; 2025Q3: 13,123 shares; 2025Q4: 13,741 shares; 2026Q1: 13,338 shares 13,338 $4.19M 0.04% -403 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: 6,811 shares; 2024Q4: 6,112 shares; 2025Q1: 6,937 shares; 2025Q2: 5,399 shares; 2025Q3: 10,442 shares; 2025Q4: 11,887 shares; 2026Q1: 12,037 shares 12,037 $4.11M 0.04% +150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,685 shares; 2025Q4: 2,794 shares; 2026Q1: 3,072 shares 3,072 $4.06M 0.04% +278 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: 2,443 shares; 2024Q4: 2,958 shares; 2025Q1: 3,153 shares; 2025Q2: 2,840 shares; 2025Q3: 4,285 shares; 2025Q4: 4,786 shares; 2026Q1: 4,679 shares 4,679 $4.05M 0.04% -107 Timeline EUSA 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: 515,260 shares; 2025Q4: 19,311 shares; 2026Q1: 39,264 shares 39,264 $4M 0.03% +19,953 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,150 shares; 2024Q4: 8,206 shares; 2025Q1: 8,510 shares; 2025Q2: 7,281 shares; 2025Q3: 17,093 shares; 2025Q4: 17,868 shares; 2026Q1: 16,329 shares 16,329 $3.99M 0.03% -1,539 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: 113,587 shares; 2024Q4: 111,910 shares; 2025Q1: not reported; 2025Q2: 108,269 shares; 2025Q3: 16,112 shares; 2025Q4: 17,277 shares; 2026Q1: 12,344 shares 12,344 $3.96M 0.03% -4,933 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: 12,190 shares; 2024Q4: 12,542 shares; 2025Q1: 12,483 shares; 2025Q2: not reported; 2025Q3: 12,476 shares; 2025Q4: 13,070 shares; 2026Q1: 12,824 shares 12,824 $3.88M 0.03% -246 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,618 shares; 2024Q4: 20,122 shares; 2025Q1: 20,444 shares; 2025Q2: 19,200 shares; 2025Q3: 34,077 shares; 2025Q4: 36,378 shares; 2026Q1: 33,993 shares 33,993 $3.57M 0.03% -2,385 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: not reported; 2024Q4: 16,760 shares; 2025Q1: 27,155 shares; 2025Q2: 20,887 shares; 2025Q3: 52,912 shares; 2025Q4: 53,701 shares; 2026Q1: 45,545 shares 45,545 $3.28M 0.03% -8,156 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: 217,733 shares; 2024Q4: 222,250 shares; 2025Q1: 214,976 shares; 2025Q2: 202,530 shares; 2025Q3: 59,006 shares; 2025Q4: 59,376 shares; 2026Q1: 60,246 shares 60,246 $3.26M 0.03% +870 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: 26,918 shares; 2024Q4: 24,686 shares; 2025Q1: 24,893 shares; 2025Q2: 21,908 shares; 2025Q3: 31,347 shares; 2025Q4: 38,723 shares; 2026Q1: 38,519 shares 38,519 $3.07M 0.03% -204 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: 6,801 shares; 2024Q4: 6,829 shares; 2025Q1: 6,942 shares; 2025Q2: 5,753 shares; 2025Q3: 9,857 shares; 2025Q4: 10,608 shares; 2026Q1: 10,014 shares 10,014 $3.03M 0.03% -594 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: 35,104 shares; 2024Q4: 37,299 shares; 2025Q1: 33,744 shares; 2025Q2: 21,699 shares; 2025Q3: 22,488 shares; 2025Q4: 23,311 shares; 2026Q1: 20,331 shares 20,331 $2.99M 0.03% -2,980 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: 77,178 shares; 2024Q4: 25,320 shares; 2025Q1: 63,596 shares; 2025Q2: 63,976 shares; 2025Q3: 101,726 shares; 2025Q4: 107,071 shares; 2026Q1: 109,353 shares 109,353 $2.9M 0.03% +2,282 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: 5,204 shares; 2024Q4: 4,808 shares; 2025Q1: 4,909 shares; 2025Q2: 4,505 shares; 2025Q3: 7,778 shares; 2025Q4: 8,561 shares; 2026Q1: 8,419 shares 8,419 $2.89M 0.03% -142 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: 21,174 shares; 2024Q4: 14,519 shares; 2025Q1: 14,634 shares; 2025Q2: 11,927 shares; 2025Q3: 16,207 shares; 2025Q4: 17,641 shares; 2026Q1: 17,557 shares 17,557 $2.89M 0.03% -84 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,138 shares; 2024Q4: 36,957 shares; 2025Q1: 37,233 shares; 2025Q2: 24,214 shares; 2025Q3: 43,602 shares; 2025Q4: 44,614 shares; 2026Q1: 43,610 shares 43,610 $2.85M 0.02% -1,004 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: 910 shares; 2024Q4: 2,596 shares; 2025Q1: 3,847 shares; 2025Q2: 4,130 shares; 2025Q3: 924 shares; 2025Q4: 3,104 shares; 2026Q1: 3,016 shares 3,016 $2.77M 0.02% -88 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: 1,897 shares; 2024Q4: 1,536 shares; 2025Q1: 1,504 shares; 2025Q2: 1,282 shares; 2025Q3: 2,739 shares; 2025Q4: 2,924 shares; 2026Q1: 3,728 shares 3,728 $2.72M 0.02% +804 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,123 shares; 2024Q4: 27,910 shares; 2025Q1: 31,522 shares; 2025Q2: 30,896 shares; 2025Q3: 47,907 shares; 2025Q4: 54,614 shares; 2026Q1: 53,525 shares 53,525 $2.71M 0.02% -1,089 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,506 shares; 2025Q4: 29,604 shares; 2026Q1: 28,334 shares 28,334 $2.64M 0.02% -1,270 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2,215 shares; 2025Q1: 2,131 shares; 2025Q2: 1,584 shares; 2025Q3: 1,704 shares; 2025Q4: 1,800 shares; 2026Q1: 1,784 shares 1,784 $2.63M 0.02% -16 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,451 shares; 2024Q4: 11,330 shares; 2025Q1: 11,554 shares; 2025Q2: 10,329 shares; 2025Q3: 9,907 shares; 2025Q4: 11,249 shares; 2026Q1: 11,360 shares 11,360 $2.57M 0.02% +111 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: 8,850 shares; 2024Q4: 8,631 shares; 2025Q1: 10,138 shares; 2025Q2: 7,359 shares; 2025Q3: 15,418 shares; 2025Q4: 16,380 shares; 2026Q1: 15,474 shares 15,474 $2.54M 0.02% -906 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,735 shares; 2025Q4: 7,265 shares; 2026Q1: 7,278 shares 7,278 $2.51M 0.02% +13 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: 2,130 shares; 2024Q4: 1,959 shares; 2025Q1: 1,931 shares; 2025Q2: 1,466 shares; 2025Q3: 2,685 shares; 2025Q4: 2,990 shares; 2026Q1: 2,926 shares 2,926 $2.48M 0.02% -64 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: 3,882 shares; 2024Q4: 6,165 shares; 2025Q1: 6,331 shares; 2025Q2: 5,435 shares; 2025Q3: 8,748 shares; 2025Q4: 9,539 shares; 2026Q1: 8,148 shares 8,148 $2.45M 0.02% -1,391 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,503 shares; 2024Q4: 97,968 shares; 2025Q1: 101,087 shares; 2025Q2: 88,733 shares; 2025Q3: 136,245 shares; 2025Q4: 174,612 shares; 2026Q1: 155,296 shares 155,296 $2.43M 0.02% -19,316 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,523 shares; 2025Q4: 15,659 shares; 2026Q1: 16,551 shares 16,551 $2.42M 0.02% +892 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,999 shares; 2024Q4: 8,870 shares; 2025Q1: 12,448 shares; 2025Q2: 14,187 shares; 2025Q3: 8,720 shares; 2025Q4: 9,390 shares; 2026Q1: 11,883 shares 11,883 $2.35M 0.02% +2,493 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: 10,082 shares; 2024Q4: 14,164 shares; 2025Q1: 15,922 shares; 2025Q2: 18,246 shares; 2025Q3: 21,172 shares; 2025Q4: 16,566 shares; 2026Q1: 17,227 shares 17,227 $2.27M 0.02% +661 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: not reported; 2024Q4: not reported; 2025Q1: 21,351 shares; 2025Q2: 21,051 shares; 2025Q3: 15,784 shares; 2025Q4: 30,583 shares; 2026Q1: 29,711 shares 29,711 $2.26M 0.02% -872 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,750 shares; 2025Q4: 13,410 shares; 2026Q1: 12,381 shares 12,381 $2.26M 0.02% -1,029 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: 3,279 shares; 2024Q4: 3,397 shares; 2025Q1: 1,882 shares; 2025Q2: not reported; 2025Q3: 2,677 shares; 2025Q4: 25,855 shares; 2026Q1: 23,426 shares 23,426 $2.25M 0.02% -2,429 Timeline VLUE 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: not reported; 2026Q1: 15,698 shares 15,698 $2.23M 0.02% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,389 shares; 2024Q4: 6,507 shares; 2025Q1: 5,297 shares; 2025Q2: 4,503 shares; 2025Q3: 8,325 shares; 2025Q4: 8,951 shares; 2026Q1: 8,908 shares 8,908 $2.23M 0.02% -43 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: 535 shares; 2024Q4: 529 shares; 2025Q1: 536 shares; 2025Q2: 540 shares; 2025Q3: 862 shares; 2025Q4: 753 shares; 2026Q1: 659 shares 659 $2.22M 0.02% -94 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,515 shares; 2024Q4: 49,845 shares; 2025Q1: 52,422 shares; 2025Q2: 54,484 shares; 2025Q3: 58,673 shares; 2025Q4: 61,502 shares; 2026Q1: 57,819 shares 57,819 $2.21M 0.02% -3,683 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,698 shares; 2024Q4: 34,917 shares; 2025Q1: 36,930 shares; 2025Q2: 35,685 shares; 2025Q3: 49,006 shares; 2025Q4: 51,305 shares; 2026Q1: 50,961 shares 50,961 $2.2M 0.02% -344 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: 7,814 shares; 2024Q4: 8,646 shares; 2025Q1: 8,769 shares; 2025Q2: 7,868 shares; 2025Q3: 6,970 shares; 2025Q4: 6,745 shares; 2026Q1: 7,591 shares 7,591 $2.14M 0.02% +846 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: 7,333 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,405 shares; 2025Q4: 10,108 shares; 2026Q1: 10,328 shares 10,328 $2.1M 0.02% +220 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: 3,266 shares; 2025Q4: 4,683 shares; 2026Q1: 5,662 shares 5,662 $2.02M 0.02% +979 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,748 shares; 2025Q4: 10,159 shares; 2026Q1: 10,075 shares 10,075 $1.97M 0.02% -84 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: 26,665 shares; 2026Q1: 21,652 shares 21,652 $1.97M 0.02% -5,013 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: 166,335 shares; 2025Q4: 179,044 shares; 2026Q1: 169,323 shares 169,323 $1.91M 0.02% -9,721 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: 14,933 shares; 2025Q4: 16,193 shares; 2026Q1: 16,576 shares 16,576 $1.86M 0.02% +383 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,667 shares; 2025Q2: 8,895 shares; 2025Q3: 17,786 shares; 2025Q4: 20,063 shares; 2026Q1: 19,755 shares 19,755 $1.86M 0.02% -308 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: 11,630 shares; 2025Q4: 12,209 shares; 2026Q1: 12,115 shares 12,115 $1.85M 0.02% -94 Timeline IGEB 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: 61,058 shares; 2024Q4: 36,516 shares; 2025Q1: 43,617 shares; 2025Q2: 42,514 shares; 2025Q3: 78,255 shares; 2025Q4: 88,060 shares; 2026Q1: 40,593 shares 40,593 $1.83M 0.02% -47,467 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,025 shares; 2025Q4: 23,254 shares; 2026Q1: 21,825 shares 21,825 $1.8M 0.02% -1,429 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,851 shares; 2024Q4: 27,344 shares; 2025Q1: 29,113 shares; 2025Q2: 28,156 shares; 2025Q3: 31,738 shares; 2025Q4: 34,343 shares; 2026Q1: 36,376 shares 36,376 $1.77M 0.02% +2,033 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,609 shares; 2025Q4: 10,615 shares; 2026Q1: 10,622 shares 10,622 $1.76M 0.02% +7 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,048 shares; 2024Q4: 6,528 shares; 2025Q1: 6,797 shares; 2025Q2: 6,166 shares; 2025Q3: 6,857 shares; 2025Q4: 6,855 shares; 2026Q1: 5,785 shares 5,785 $1.66M 0.01% -1,070 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,438 shares; 2024Q4: 31,001 shares; 2025Q1: 30,797 shares; 2025Q2: not reported; 2025Q3: 15,481 shares; 2025Q4: 16,124 shares; 2026Q1: 13,777 shares 13,777 $1.63M 0.01% -2,347 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,897 shares; 2024Q4: 7,907 shares; 2025Q1: 8,160 shares; 2025Q2: 7,347 shares; 2025Q3: 12,375 shares; 2025Q4: 12,051 shares; 2026Q1: 12,793 shares 12,793 $1.63M 0.01% +742 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: 25,146 shares; 2026Q1: 23,147 shares 23,147 $1.61M 0.01% -1,999 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,882 shares; 2026Q1: 8,067 shares 8,067 $1.58M 0.01% +3,185 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,292 shares; 2024Q4: 17,898 shares; 2025Q1: 39,658 shares; 2025Q2: 48,065 shares; 2025Q3: 24,261 shares; 2025Q4: 28,966 shares; 2026Q1: 29,896 shares 29,896 $1.54M 0.01% +930 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,442,118 shares; 2025Q1: 1,518,996 shares; 2025Q2: 1,473,979 shares; 2025Q3: 1,607,939 shares; 2025Q4: 1,211,139 shares; 2026Q1: 28,812 shares 28,812 $1.51M 0.01% -1,182,327 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: 12,275 shares; 2024Q4: 12,395 shares; 2025Q1: 10,870 shares; 2025Q2: 7,672 shares; 2025Q3: 11,152 shares; 2025Q4: 11,826 shares; 2026Q1: 11,823 shares 11,823 $1.49M 0.01% -3 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,978 shares; 2024Q4: 7,611 shares; 2025Q1: 7,471 shares; 2025Q2: 6,900 shares; 2025Q3: 5,029 shares; 2025Q4: 5,211 shares; 2026Q1: 4,535 shares 4,535 $1.49M 0.01% -676 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,126 shares; 2024Q4: 8,405 shares; 2025Q1: 8,513 shares; 2025Q2: 7,826 shares; 2025Q3: 14,298 shares; 2025Q4: 16,390 shares; 2026Q1: 15,970 shares 15,970 $1.45M 0.01% -420 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: 34,914 shares; 2024Q4: 34,724 shares; 2025Q1: 34,535 shares; 2025Q2: 33,229 shares; 2025Q3: 29,275 shares; 2025Q4: 30,012 shares; 2026Q1: 14,039 shares 14,039 $1.44M 0.01% -15,973 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: 25,142 shares; 2025Q4: 26,362 shares; 2026Q1: 25,029 shares 25,029 $1.42M 0.01% -1,333 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,657 shares; 2024Q4: 111,879 shares; 2025Q1: 20,170 shares; 2025Q2: 244,484 shares; 2025Q3: 112,419 shares; 2025Q4: 36,396 shares; 2026Q1: 23,949 shares 23,949 $1.4M 0.01% -12,447 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: 4,717 shares; 2024Q4: 5,190 shares; 2025Q1: 5,326 shares; 2025Q2: 5,174 shares; 2025Q3: 6,088 shares; 2025Q4: 5,218 shares; 2026Q1: 4,231 shares 4,231 $1.39M 0.01% -987 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,166 shares; 2024Q4: 5,847 shares; 2025Q1: 5,782 shares; 2025Q2: 6,379 shares; 2025Q3: 6,101 shares; 2025Q4: 6,297 shares; 2026Q1: 6,437 shares 6,437 $1.35M 0.01% +140 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 1,588 shares; 2025Q1: 2,155 shares; 2025Q2: 1,814 shares; 2025Q3: 5,919 shares; 2025Q4: 6,210 shares; 2026Q1: 6,735 shares 6,735 $1.33M 0.01% +525 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,617 shares; 2025Q1: 8,464 shares; 2025Q2: 7,117 shares; 2025Q3: 8,384 shares; 2025Q4: 9,420 shares; 2026Q1: 19,978 shares 19,978 $1.3M 0.01% +10,558 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,902 shares; 2025Q1: 1,884 shares; 2025Q2: 1,570 shares; 2025Q3: 1,720 shares; 2025Q4: 1,819 shares; 2026Q1: 1,778 shares 1,778 $1.29M 0.01% -41 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 4,043 shares; 2025Q1: 4,228 shares; 2025Q2: 4,601 shares; 2025Q3: 3,997 shares; 2025Q4: 3,836 shares; 2026Q1: 3,984 shares 3,984 $1.29M 0.01% +148 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,584 shares 22,584 $1.28M 0.01% new 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: not reported; 2025Q3: 20,391 shares; 2025Q4: 22,191 shares; 2026Q1: 21,750 shares 21,750 $1.27M 0.01% -441 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,683 shares; 2024Q4: 3,778 shares; 2025Q1: 3,813 shares; 2025Q2: 3,718 shares; 2025Q3: 2,452 shares; 2025Q4: 2,326 shares; 2026Q1: 2,357 shares 2,357 $1.27M 0.01% +31 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: 6,185 shares; 2024Q4: 6,580 shares; 2025Q1: 6,515 shares; 2025Q2: 6,471 shares; 2025Q3: 5,984 shares; 2025Q4: 5,410 shares; 2026Q1: 5,512 shares 5,512 $1.27M 0.01% +102 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: not reported; 2024Q4: 4,826 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,148 shares; 2025Q4: 12,291 shares; 2026Q1: 10,527 shares 10,527 $1.27M 0.01% -1,764 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 5,209 shares; 2025Q1: 4,832 shares; 2025Q2: not reported; 2025Q3: 5,327 shares; 2025Q4: 6,333 shares; 2026Q1: 7,968 shares 7,968 $1.25M 0.01% +1,635 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,851 shares; 2025Q1: 10,432 shares; 2025Q2: 8,884 shares; 2025Q3: 12,629 shares; 2025Q4: 13,406 shares; 2026Q1: 13,499 shares 13,499 $1.24M 0.01% +93 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,731 shares; 2025Q4: 5,540 shares; 2026Q1: 5,732 shares 5,732 $1.22M 0.01% +192 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,269 shares; 2025Q4: 2,054 shares; 2026Q1: 2,442 shares 2,442 $1.2M 0.01% +388 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 169,432 shares; 2025Q4: 253,461 shares; 2026Q1: 233,855 shares 233,855 $1.18M 0.01% -19,606 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: 7,983 shares; 2024Q4: 5,790 shares; 2025Q1: 5,676 shares; 2025Q2: 4,438 shares; 2025Q3: 3,858 shares; 2025Q4: 4,152 shares; 2026Q1: 11,876 shares 11,876 $1.18M 0.01% +7,724 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: 5,400 shares; 2024Q4: 5,160 shares; 2025Q1: 4,356 shares; 2025Q2: 2,703 shares; 2025Q3: 4,744 shares; 2025Q4: 5,024 shares; 2026Q1: 4,686 shares 4,686 $1.17M 0.01% -338 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: 4,589 shares; 2024Q4: 5,848 shares; 2025Q1: 6,060 shares; 2025Q2: 6,239 shares; 2025Q3: 3,770 shares; 2025Q4: 3,483 shares; 2026Q1: 4,026 shares 4,026 $1.17M 0.01% +543 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,876 shares; 2025Q4: 26,159 shares; 2026Q1: 24,859 shares 24,859 $1.17M 0.01% -1,300 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,452 shares; 2024Q4: 8,187 shares; 2025Q1: 6,745 shares; 2025Q2: 5,692 shares; 2025Q3: 6,975 shares; 2025Q4: 7,603 shares; 2026Q1: 7,464 shares 7,464 $1.16M 0.01% -139 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: 165 shares; 2024Q4: 162 shares; 2025Q1: 160 shares; 2025Q2: 125 shares; 2025Q3: 412 shares; 2025Q4: 443 shares; 2026Q1: 6,760 shares 6,760 $1.14M 0.01% +6,317 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: 4,318 shares; 2024Q4: 2,295 shares; 2025Q1: 2,702,694 shares; 2025Q2: 1,656 shares; 2025Q3: 2,352 shares; 2025Q4: 2,474 shares; 2026Q1: 2,815 shares 2,815 $1.12M 0.01% +341 Timeline USHY 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: 235,212 shares; 2026Q1: 29,918 shares 29,918 $1.1M 0.01% -205,294 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: 6,881 shares; 2024Q4: 7,599 shares; 2025Q1: 7,071 shares; 2025Q2: not reported; 2025Q3: 3,631 shares; 2025Q4: 4,565 shares; 2026Q1: 4,454 shares 4,454 $1.09M 0.01% -111 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,526 shares; 2025Q4: 50,985 shares; 2026Q1: 49,619 shares 49,619 $1.07M 0.01% -1,366 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 539 shares; 2026Q1: 2,312 shares 2,312 $1.07M 0.01% +1,773 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS 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: 14,341 shares; 2025Q4: 13,990 shares; 2026Q1: 14,080 shares 14,080 $1.06M 0.01% +90 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: 10,971 shares; 2024Q4: 26,623 shares; 2025Q1: 27,637 shares; 2025Q2: 26,835 shares; 2025Q3: 26,187 shares; 2025Q4: 14,666 shares; 2026Q1: 14,620 shares 14,620 $1.04M 0.01% -46 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,985 shares; 2025Q1: 5,310 shares; 2025Q2: 4,232 shares; 2025Q3: 6,991 shares; 2025Q4: 6,885 shares; 2026Q1: 5,292 shares 5,292 $1.03M 0.01% -1,593 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON 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: 13,357 shares; 2025Q4: 14,414 shares; 2026Q1: 14,199 shares 14,199 $1.03M 0.01% -215 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL 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: 54,445 shares; 2025Q4: 62,576 shares; 2026Q1: 60,029 shares 60,029 $1.02M 0.01% -2,547 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,630 shares; 2025Q4: 5,013 shares; 2026Q1: 4,854 shares 4,854 $1.01M 0.01% -159 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,770 shares; 2024Q4: 3,161 shares; 2025Q1: 1,905 shares; 2025Q2: 1,481 shares; 2025Q3: 1,808 shares; 2025Q4: 9,335 shares; 2026Q1: 9,080 shares 9,080 $949K 0.01% -255 Timeline IGRO 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: not reported; 2026Q1: 10,758 shares 10,758 $901K 0.01% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,982 shares; 2024Q4: 3,921 shares; 2025Q1: 4,030 shares; 2025Q2: 3,570 shares; 2025Q3: 5,926 shares; 2025Q4: 6,304 shares; 2026Q1: 6,164 shares 6,164 $896K 0.01% -140 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: 2,738 shares; 2024Q4: 2,742 shares; 2025Q1: 2,568 shares; 2025Q2: 2,530 shares; 2025Q3: 4,219 shares; 2025Q4: 4,203 shares; 2026Q1: 4,134 shares 4,134 $895K 0.01% -69 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,658 shares; 2025Q4: 7,242 shares; 2026Q1: 7,152 shares 7,152 $878K 0.01% -90 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: 681 shares; 2025Q4: 1,381 shares; 2026Q1: 1,594 shares 1,594 $857K 0.01% +213 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: 11,017 shares; 2025Q4: 9,847 shares; 2026Q1: 4,063 shares 4,063 $842K 0.01% -5,784 Timeline EMB 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: 147,881 shares; 2025Q1: 155,450 shares; 2025Q2: 151,829 shares; 2025Q3: 167,758 shares; 2025Q4: 331,427 shares; 2026Q1: 8,770 shares 8,770 $824K 0.01% -322,657 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,831 shares; 2025Q1: 3,487 shares; 2025Q2: not reported; 2025Q3: 11,618 shares; 2025Q4: 13,072 shares; 2026Q1: 9,451 shares 9,451 $819K 0.01% -3,621 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,877 shares; 2025Q4: 31,606 shares; 2026Q1: 31,088 shares 31,088 $810K 0.01% -518 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,542 shares; 2025Q4: 26,751 shares; 2026Q1: 26,817 shares 26,817 $804K 0.01% +66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,393 shares 14,393 $799K 0.01% new 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: 3,038 shares; 2025Q4: 3,179 shares; 2026Q1: 3,805 shares 3,805 $785K 0.01% +626 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,068 shares; 2025Q4: 14,848 shares; 2026Q1: 13,232 shares 13,232 $770K 0.01% -1,616 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,280 shares; 2026Q1: 5,488 shares 5,488 $765K 0.01% +1,208 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly 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: 13,849 shares; 2025Q4: 14,666 shares; 2026Q1: 14,098 shares 14,098 $733K 0.01% -568 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 2,161 shares; 2025Q1: 2,266 shares; 2025Q2: 1,563 shares; 2025Q3: 2,328 shares; 2025Q4: 2,475 shares; 2026Q1: 4,801 shares 4,801 $722K 0.01% +2,326 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,783 shares 5,783 $722K 0.01% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381 shares; 2025Q4: 540 shares; 2026Q1: 811 shares 811 $708K 0.01% +271 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,038 shares; 2025Q4: 13,023 shares; 2026Q1: 12,815 shares 12,815 $707K 0.01% -208 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,965 shares; 2024Q4: 13,523 shares; 2025Q1: not reported; 2025Q2: 8,901 shares; 2025Q3: 2,526 shares; 2025Q4: 2,527 shares; 2026Q1: 1,981 shares 1,981 $706K 0.01% -546 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP 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: 28,185 shares; 2025Q4: 29,167 shares; 2026Q1: 29,538 shares 29,538 $705K 0.01% +371 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: not reported; 2024Q4: 9,598 shares; 2025Q1: 10,652 shares; 2025Q2: 8,444 shares; 2025Q3: 11,077 shares; 2025Q4: 8,673 shares; 2026Q1: 7,192 shares 7,192 $693K 0.01% -1,481 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,179 shares; 2024Q4: 3,077 shares; 2025Q1: 2,956 shares; 2025Q2: 2,894 shares; 2025Q3: 2,830 shares; 2025Q4: 3,124 shares; 2026Q1: 2,961 shares 2,961 $684K 0.01% -163 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,086 shares; 2026Q1: 67,377 shares 67,377 $674K 0.01% -15,709 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,756 shares; 2026Q1: 31,530 shares 31,530 $667K 0.01% -226 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,279 shares; 2024Q4: 2,461 shares; 2025Q1: 2,453 shares; 2025Q2: 2,570 shares; 2025Q3: 2,137 shares; 2025Q4: 2,474 shares; 2026Q1: 2,119 shares 2,119 $658K 0.01% -355 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,715 shares; 2026Q1: 2,140 shares 2,140 $650K 0.01% +425 Timeline BIDD 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: not reported; 2026Q1: 22,595 shares 22,595 $642K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,364 shares; 2025Q4: 2,163 shares; 2026Q1: 2,248 shares 2,248 $638K 0.01% +85 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,459 shares; 2024Q4: 9,868 shares; 2025Q1: 9,949 shares; 2025Q2: 8,769 shares; 2025Q3: 7,485 shares; 2025Q4: 7,294 shares; 2026Q1: 7,336 shares 7,336 $628K 0.01% +42 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,521 shares; 2024Q4: 15,421 shares; 2025Q1: 15,697 shares; 2025Q2: 14,075 shares; 2025Q3: 4,218 shares; 2025Q4: 4,578 shares; 2026Q1: 4,964 shares 4,964 $627K 0.01% +386 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly 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: 18,620 shares; 2025Q4: 14,358 shares; 2026Q1: 14,763 shares 14,763 $623K 0.01% +405 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,332 shares 10,332 $622K 0.01% new 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: 4,744 shares; 2024Q4: 4,302 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,576 shares; 2025Q4: 1,682 shares; 2026Q1: 1,752 shares 1,752 $617K 0.01% +70 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,790 shares 9,790 $615K 0.01% new 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: not reported; 2026Q1: 19,645 shares 19,645 $605K 0.01% new Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,648 shares; 2025Q4: 8,115 shares; 2026Q1: 10,248 shares 10,248 $603K 0.01% +2,133 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: 3,714 shares; 2025Q4: 6,576 shares; 2026Q1: 5,660 shares 5,660 $599K 0.01% -916 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: 2,535 shares; 2024Q4: 2,395 shares; 2025Q1: 2,423 shares; 2025Q2: 2,565 shares; 2025Q3: 2,628 shares; 2025Q4: 2,400 shares; 2026Q1: 2,758 shares 2,758 $597K 0.01% +358 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,890 shares; 2026Q1: 4,455 shares 4,455 $592K 0.01% -5,435 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: 2,826 shares; 2025Q4: 3,332 shares; 2026Q1: 3,008 shares 3,008 $577K 0.01% -324 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: 404 shares; 2025Q4: 421 shares; 2026Q1: 405 shares 405 $558K <0.01% -16 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,069 shares; 2025Q2: 1,756 shares; 2025Q3: 1,505 shares; 2025Q4: 2,133 shares; 2026Q1: 3,746 shares 3,746 $548K <0.01% +1,613 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: 1,589 shares; 2024Q4: 1,599 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,256 shares; 2025Q4: 2,217 shares; 2026Q1: 5,832 shares 5,832 $539K <0.01% +3,615 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,863 shares; 2024Q4: 13,980 shares; 2025Q1: 14,613 shares; 2025Q2: 9,771 shares; 2025Q3: 14,473 shares; 2025Q4: 6,381 shares; 2026Q1: 8,318 shares 8,318 $537K <0.01% +1,937 Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS 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: 9,227 shares; 2026Q1: 13,321 shares 13,321 $536K <0.01% +4,094 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,969 shares; 2024Q4: 8,974 shares; 2025Q1: 9,231 shares; 2025Q2: 7,433 shares; 2025Q3: 5,321 shares; 2025Q4: 6,014 shares; 2026Q1: 4,051 shares 4,051 $531K <0.01% -1,963 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: not reported; 2024Q4: 8,297 shares; 2025Q1: 10,774 shares; 2025Q2: 10,671 shares; 2025Q3: 9,221 shares; 2025Q4: 9,388 shares; 2026Q1: 5,650 shares 5,650 $525K <0.01% -3,738 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 677 shares; 2025Q1: 691 shares; 2025Q2: 726 shares; 2025Q3: 637 shares; 2025Q4: 678 shares; 2026Q1: 669 shares 669 $489K <0.01% -9 Timeline HYDB 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: 57,538 shares; 2025Q1: 66,304 shares; 2025Q2: 64,735 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,476 shares 10,476 $487K <0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,116 shares; 2024Q4: 3,138 shares; 2025Q1: 2,738 shares; 2025Q2: 2,322 shares; 2025Q3: 3,257 shares; 2025Q4: 2,706 shares; 2026Q1: 3,166 shares 3,166 $483K <0.01% +460 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,226 shares; 2026Q1: 1,475 shares 1,475 $480K <0.01% +249 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 695 shares; 2025Q4: 379 shares; 2026Q1: 480 shares 480 $479K <0.01% +101 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,358 shares; 2025Q4: 1,256 shares; 2026Q1: 2,731 shares 2,731 $477K <0.01% +1,475 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,662 shares; 2025Q4: 2,222 shares; 2026Q1: 2,303 shares 2,303 $475K <0.01% +81 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: 15,457 shares; 2024Q4: 16,275 shares; 2025Q1: 13,948 shares; 2025Q2: 14,350 shares; 2025Q3: 3,076 shares; 2025Q4: 3,221 shares; 2026Q1: 2,391 shares 2,391 $474K <0.01% -830 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,013 shares; 2026Q1: 1,049 shares 1,049 $468K <0.01% +36 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,365 shares; 2025Q4: 1,501 shares; 2026Q1: 1,197 shares 1,197 $467K <0.01% -304 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU 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: not reported; 2025Q3: 3,266 shares; 2025Q4: 3,362 shares; 2026Q1: 3,360 shares 3,360 $460K <0.01% -2 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,282 shares 13,282 $452K <0.01% new 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: 5,344 shares; 2024Q4: 4,117 shares; 2025Q1: 4,923 shares; 2025Q2: 4,845 shares; 2025Q3: 3,650 shares; 2025Q4: 3,208 shares; 2026Q1: 1,826 shares 1,826 $444K <0.01% -1,382 Timeline XPO XPO INC More: the full row for XPO 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: 2,274 shares 2,274 $442K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,831 shares; 2026Q1: 5,169 shares 5,169 $441K <0.01% -1,662 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 3,259 shares; 2025Q1: 3,293 shares; 2025Q2: 2,908 shares; 2025Q3: 3,109 shares; 2025Q4: 3,098 shares; 2026Q1: 3,031 shares 3,031 $435K <0.01% -67 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 5,368 shares 5,368 $434K <0.01% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,673 shares; 2026Q1: 2,508 shares 2,508 $428K <0.01% +835 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 23,948 shares; 2025Q4: 25,255 shares; 2026Q1: 19,919 shares 19,919 $423K <0.01% -5,336 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,055 shares; 2025Q2: 4,719 shares; 2025Q3: 4,493 shares; 2025Q4: 5,259 shares; 2026Q1: 3,763 shares 3,763 $419K <0.01% -1,496 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,856 shares; 2024Q4: 10,691 shares; 2025Q1: 10,771 shares; 2025Q2: not reported; 2025Q3: 806 shares; 2025Q4: 1,324 shares; 2026Q1: 1,541 shares 1,541 $417K <0.01% +217 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: not reported; 2025Q3: 27,223 shares; 2025Q4: 28,508 shares; 2026Q1: 28,604 shares 28,604 $411K <0.01% +96 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: 668 shares; 2025Q4: 688 shares; 2026Q1: 1,234 shares 1,234 $408K <0.01% +546 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 579 shares; 2025Q4: 591 shares; 2026Q1: 727 shares 727 $399K <0.01% +136 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 2,381 shares; 2025Q1: 2,417 shares; 2025Q2: 2,403 shares; 2025Q3: 2,127 shares; 2025Q4: 2,186 shares; 2026Q1: 1,242 shares 1,242 $398K <0.01% -944 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 4,079 shares; 2025Q4: 4,393 shares; 2026Q1: 4,245 shares 4,245 $396K <0.01% -148 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,144 shares 2,144 $386K <0.01% new Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE 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: 17,477 shares 17,477 $383K <0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,610 shares; 2025Q4: 1,892 shares; 2026Q1: 3,248 shares 3,248 $383K <0.01% +1,356 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: 3,586 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,407 shares; 2025Q4: 3,947 shares; 2026Q1: 2,971 shares 2,971 $383K <0.01% -976 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 802 shares 802 $381K <0.01% new 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: not reported; 2025Q3: 727 shares; 2025Q4: not reported; 2026Q1: 1,383 shares 1,383 $380K <0.01% new Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 7,262 shares 7,262 $368K <0.01% new Timeline GRFS GRIFOLS S A More: the full row for GRIFOLS 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: 46,442 shares; 2025Q4: 46,747 shares; 2026Q1: 45,661 shares 45,661 $366K <0.01% -1,086 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: 8,595 shares; 2026Q1: 6,393 shares 6,393 $364K <0.01% -2,202 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 3,340 shares; 2025Q4: 4,074 shares; 2026Q1: 4,302 shares 4,302 $364K <0.01% +228 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,321 shares; 2026Q1: 1,436 shares 1,436 $360K <0.01% +115 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: 21,291 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,660 shares; 2026Q1: 2,881 shares 2,881 $358K <0.01% +221 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,949 shares; 2025Q4: 2,823 shares; 2026Q1: 2,450 shares 2,450 $356K <0.01% -373 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK 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: 15,669 shares 15,669 $356K <0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: 11,575 shares; 2025Q4: 11,320 shares; 2026Q1: 6,152 shares 6,152 $348K <0.01% -5,168 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: not reported; 2025Q4: not reported; 2026Q1: 6,702 shares 6,702 $347K <0.01% new Timeline MKSI MKS INC. More: the full row for MKS 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: 2,699 shares; 2025Q4: 2,438 shares; 2026Q1: 1,510 shares 1,510 $347K <0.01% -928 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,130 shares; 2025Q4: 18,012 shares; 2026Q1: 17,478 shares 17,478 $345K <0.01% -534 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,330 shares; 2025Q4: 24,676 shares; 2026Q1: 22,807 shares 22,807 $343K <0.01% -1,869 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,450 shares; 2025Q1: 4,324 shares; 2025Q2: 2,847 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,871 shares 6,871 $336K <0.01% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,518 shares; 2024Q4: 33,815 shares; 2025Q1: 34,866 shares; 2025Q2: 33,691 shares; 2025Q3: 1,431 shares; 2025Q4: 1,405 shares; 2026Q1: 1,272 shares 1,272 $333K <0.01% -133 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 2,945 shares; 2025Q4: 2,995 shares; 2026Q1: 5,581 shares 5,581 $330K <0.01% +2,586 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 3,143 shares; 2025Q1: 2,901 shares; 2025Q2: 2,648 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,938 shares 2,938 $324K <0.01% new 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: not reported; 2025Q3: 3,150 shares; 2025Q4: 2,914 shares; 2026Q1: 3,319 shares 3,319 $323K <0.01% +405 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,391 shares; 2025Q4: 22,235 shares; 2026Q1: 21,166 shares 21,166 $315K <0.01% -1,069 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,026 shares; 2026Q1: 1,660 shares 1,660 $313K <0.01% -366 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,769 shares; 2026Q1: 2,088 shares 2,088 $308K <0.01% +319 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,712 shares 4,712 $307K <0.01% 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: 1,138 shares; 2025Q4: 1,255 shares; 2026Q1: 2,019 shares 2,019 $305K <0.01% +764 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,527 shares; 2025Q4: 38,166 shares; 2026Q1: 38,510 shares 38,510 $304K <0.01% +344 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA 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: 14,333 shares; 2025Q4: 12,283 shares; 2026Q1: 13,805 shares 13,805 $300K <0.01% +1,522 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly 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: 8,279 shares; 2025Q4: 11,909 shares; 2026Q1: 10,895 shares 10,895 $299K <0.01% -1,014 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,515 shares; 2026Q1: 4,096 shares 4,096 $297K <0.01% +581 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL 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: 10,129 shares; 2026Q1: 10,374 shares 10,374 $295K <0.01% +245 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,384 shares; 2026Q1: 1,511 shares 1,511 $291K <0.01% +127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 457 shares; 2026Q1: 608 shares 608 $291K <0.01% +151 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,394 shares 10,394 $287K <0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,122 shares 6,122 $284K <0.01% new Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 611 shares; 2026Q1: 807 shares 807 $283K <0.01% +196 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,161 shares 1,161 $282K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,275 shares; 2025Q4: 3,045 shares; 2026Q1: 2,380 shares 2,380 $274K <0.01% -665 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,585 shares 4,585 $270K <0.01% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 841 shares; 2025Q4: 646 shares; 2026Q1: 4,285 shares 4,285 $269K <0.01% +3,639 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,459 shares; 2026Q1: 2,097 shares 2,097 $264K <0.01% +638 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,505 shares 1,505 $255K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,685 shares; 2025Q4: 2,994 shares; 2026Q1: 1,581 shares 1,581 $253K <0.01% -1,413 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 749 shares 749 $253K <0.01% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,607 shares; 2024Q4: 43,744 shares; 2025Q1: 45,148 shares; 2025Q2: 43,075 shares; 2025Q3: 4,440 shares; 2025Q4: 4,368 shares; 2026Q1: 3,741 shares 3,741 $251K <0.01% -627 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 353 shares 353 $250K <0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,992 shares; 2025Q4: 14,209 shares; 2026Q1: 15,575 shares 15,575 $247K <0.01% +1,366 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 2,130 shares; 2025Q1: 2,087 shares; 2025Q2: 2,156 shares; 2025Q3: 1,527 shares; 2025Q4: 1,465 shares; 2026Q1: 1,534 shares 1,534 $243K <0.01% +69 Timeline RING 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: not reported; 2026Q1: 3,072 shares 3,072 $243K <0.01% new Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 1,788 shares 1,788 $241K <0.01% new Timeline INSM INSMED INC More: the full row for INSMED 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: 1,422 shares 1,422 $233K <0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 596 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 651 shares 651 $230K <0.01% new 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: 325 shares 325 $228K <0.01% new Timeline TOST TOAST INC More: the full row for TOAST 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: 8,423 shares 8,423 $223K <0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,118 shares 1,118 $223K <0.01% new Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY 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: 9,504 shares 9,504 $221K <0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: 365 shares 365 $220K <0.01% new 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: not reported; 2024Q4: 1,644 shares; 2025Q1: 9,931 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,482 shares; 2026Q1: 1,390 shares 1,390 $216K <0.01% -92 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,676 shares; 2025Q4: 47,595 shares; 2026Q1: 10,222 shares 10,222 $212K <0.01% -37,373 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,020 shares 6,020 $208K <0.01% new Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,000 shares 8,000 $204K <0.01% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 907 shares 907 $204K <0.01% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,091 shares 1,091 $204K <0.01% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 1,857 shares 1,857 $204K <0.01% new Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW 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: 6,078 shares; 2025Q4: 6,340 shares; 2026Q1: 6,335 shares 6,335 $201K <0.01% -5 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL 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: 22,651 shares; 2025Q4: 25,404 shares; 2026Q1: 25,349 shares 25,349 $201K <0.01% -55 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,127 shares 3,127 $201K <0.01% new 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: 48,220 shares; 2025Q4: not reported; 2026Q1: 10,533 shares 10,533 $195K <0.01% new Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,079 shares 13,079 $174K <0.01% new Timeline AEG AEGON LTD More: the full row for AEGON 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: 14,147 shares; 2026Q1: 20,846 shares 20,846 $151K <0.01% +6,699 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS 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: 50,937 shares; 2025Q4: 27,256 shares; 2026Q1: 22,458 shares 22,458 $81.3K <0.01% -4,798 Timeline