DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,445 shares; 2024Q4: 165,033 shares; 2025Q1: 169,217 shares; 2025Q2: 181,909 shares; 2025Q3: 184,752 shares; 2025Q4: 1,483,146 shares; 2026Q1: 1,691,253 shares 1,691,253 $120M 8.02% +208,107 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 803,320 shares; 2024Q4: 800,804 shares; 2025Q1: 793,086 shares; 2025Q2: 776,401 shares; 2025Q3: 747,201 shares; 2025Q4: 1,457,860 shares; 2026Q1: 1,495,511 shares 1,495,511 $93.4M 6.24% +37,651 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,887 shares; 2024Q4: 21,570 shares; 2025Q1: 52,389 shares; 2025Q2: 63,203 shares; 2025Q3: 75,027 shares; 2025Q4: 94,190 shares; 2026Q1: 96,192 shares 96,192 $62.8M 4.2% +2,002 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 748,147 shares; 2026Q1: 803,198 shares 803,198 $61.5M 4.11% +55,051 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: 888 shares; 2024Q4: not reported; 2025Q1: 59,726 shares; 2025Q2: 86,965 shares; 2025Q3: 111,040 shares; 2025Q4: 1,036,424 shares; 2026Q1: 1,131,971 shares 1,131,971 $61.2M 4.09% +95,547 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555,135 shares; 2024Q4: 563,901 shares; 2025Q1: 565,892 shares; 2025Q2: 563,749 shares; 2025Q3: 543,967 shares; 2025Q4: 663,969 shares; 2026Q1: 1,010,586 shares 1,010,586 $53.3M 3.57% +346,617 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,601,068 shares; 2024Q4: 1,586,370 shares; 2025Q1: 1,594,069 shares; 2025Q2: 1,568,588 shares; 2025Q3: 1,499,464 shares; 2025Q4: 1,475,990 shares; 2026Q1: 1,372,177 shares 1,372,177 $53.3M 3.57% -103,813 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: 66,025 shares; 2024Q4: 68,478 shares; 2025Q1: 101,786 shares; 2025Q2: 101,596 shares; 2025Q3: 103,917 shares; 2025Q4: 179,254 shares; 2026Q1: 199,214 shares 199,214 $50.6M 3.38% +19,960 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: 60 shares; 2024Q4: not reported; 2025Q1: 88,361 shares; 2025Q2: 117,990 shares; 2025Q3: 151,048 shares; 2025Q4: 479,509 shares; 2026Q1: 496,120 shares 496,120 $44.9M 3% +16,611 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532,313 shares; 2024Q4: 533,846 shares; 2025Q1: 536,471 shares; 2025Q2: 543,210 shares; 2025Q3: 533,531 shares; 2025Q4: 797,379 shares; 2026Q1: 800,485 shares 800,485 $38.8M 2.59% +3,106 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,749 shares; 2024Q4: 12,877 shares; 2025Q1: 15,611 shares; 2025Q2: 23,678 shares; 2025Q3: 31,939 shares; 2025Q4: 890,928 shares; 2026Q1: 968,520 shares 968,520 $37.7M 2.52% +77,592 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: 83 shares; 2024Q4: not reported; 2025Q1: 168,628 shares; 2025Q2: 219,780 shares; 2025Q3: 280,541 shares; 2025Q4: 341,253 shares; 2026Q1: 379,390 shares 379,390 $37.7M 2.52% +38,137 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500,676 shares; 2026Q1: 530,539 shares 530,539 $37.2M 2.49% +29,863 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148,517 shares; 2026Q1: 159,289 shares 159,289 $31.3M 2.09% +10,772 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,521 shares; 2024Q4: 43,198 shares; 2025Q1: 44,814 shares; 2025Q2: 44,858 shares; 2025Q3: 59,142 shares; 2025Q4: 397,435 shares; 2026Q1: 463,972 shares 463,972 $27.6M 1.85% +66,537 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189,913 shares; 2026Q1: 195,198 shares 195,198 $24.3M 1.62% +5,285 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 273,298 shares; 2026Q1: 272,783 shares 272,783 $22.3M 1.49% -515 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,162 shares; 2025Q1: 6,319 shares; 2025Q2: 6,536 shares; 2025Q3: 6,797 shares; 2025Q4: 33,309 shares; 2026Q1: 34,058 shares 34,058 $22.1M 1.48% +749 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: 16,756 shares; 2024Q4: 26,700 shares; 2025Q1: 56,940 shares; 2025Q2: 57,029 shares; 2025Q3: 63,952 shares; 2025Q4: 101,425 shares; 2026Q1: 125,623 shares 125,623 $21.9M 1.46% +24,198 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,500 shares; 2026Q1: 89,254 shares 89,254 $20.9M 1.4% +754 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,058 shares; 2024Q4: 26,539 shares; 2025Q1: 31,307 shares; 2025Q2: 32,134 shares; 2025Q3: 36,824 shares; 2025Q4: 487,049 shares; 2026Q1: 514,631 shares 514,631 $20.3M 1.36% +27,582 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 373,507 shares; 2026Q1: 379,257 shares 379,257 $18.8M 1.26% +5,750 Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 179,738 shares; 2026Q1: 182,083 shares 182,083 $17.8M 1.19% +2,345 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 236,711 shares; 2025Q2: 323,256 shares; 2025Q3: 419,964 shares; 2025Q4: 572,701 shares; 2026Q1: 637,190 shares 637,190 $15.8M 1.06% +64,489 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 253,725 shares; 2026Q1: 252,883 shares 252,883 $14.2M 0.95% -842 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 183,560 shares; 2025Q2: 228,667 shares; 2025Q3: 268,460 shares; 2025Q4: 370,244 shares; 2026Q1: 381,977 shares 381,977 $13.8M 0.92% +11,733 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: 15,053 shares; 2024Q4: 15,609 shares; 2025Q1: 24,129 shares; 2025Q2: 22,791 shares; 2025Q3: 24,641 shares; 2025Q4: 31,813 shares; 2026Q1: 36,956 shares 36,956 $13.7M 0.91% +5,143 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,447 shares; 2024Q4: 66,111 shares; 2025Q1: 69,196 shares; 2025Q2: 69,034 shares; 2025Q3: 71,573 shares; 2025Q4: 114,549 shares; 2026Q1: 118,518 shares 118,518 $13.1M 0.88% +3,969 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 214,413 shares; 2025Q2: 217,373 shares; 2025Q3: 265,324 shares; 2025Q4: 232,126 shares; 2026Q1: 239,612 shares 239,612 $12M 0.8% +7,486 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: 693 shares; 2024Q4: 895 shares; 2025Q1: 20,519 shares; 2025Q2: 28,592 shares; 2025Q3: 34,617 shares; 2025Q4: 40,969 shares; 2026Q1: 42,079 shares 42,079 $11M 0.74% +1,110 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 261,688 shares; 2026Q1: 272,900 shares 272,900 $10.8M 0.72% +11,212 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: 20,077 shares; 2024Q4: 19,638 shares; 2025Q1: 30,638 shares; 2025Q2: 27,452 shares; 2025Q3: 28,264 shares; 2025Q4: 50,926 shares; 2026Q1: 51,883 shares 51,883 $10.8M 0.72% +957 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: 11,902 shares; 2024Q4: 12,092 shares; 2025Q1: 17,837 shares; 2025Q2: 17,677 shares; 2025Q3: 18,867 shares; 2025Q4: 21,827 shares; 2026Q1: 22,207 shares 22,207 $10.6M 0.71% +380 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,137 shares; 2025Q2: 68,507 shares; 2025Q3: 82,189 shares; 2025Q4: 163,822 shares; 2026Q1: 179,263 shares 179,263 $10.6M 0.71% +15,441 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,333 shares; 2024Q4: 147,219 shares; 2025Q1: 147,465 shares; 2025Q2: 154,661 shares; 2025Q3: 146,312 shares; 2025Q4: 135,956 shares; 2026Q1: 131,726 shares 131,726 $9.37M 0.63% -4,230 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: 2,649 shares; 2024Q4: 3,392 shares; 2025Q1: 9,875 shares; 2025Q2: 11,891 shares; 2025Q3: 12,978 shares; 2025Q4: 30,692 shares; 2026Q1: 32,113 shares 32,113 $9.23M 0.62% +1,421 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 205,605 shares; 2026Q1: 213,046 shares 213,046 $8.69M 0.58% +7,441 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: 2,598 shares; 2024Q4: 2,997 shares; 2025Q1: 9,239 shares; 2025Q2: 9,702 shares; 2025Q3: 10,240 shares; 2025Q4: 27,812 shares; 2026Q1: 27,751 shares 27,751 $8.16M 0.55% -61 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: not reported; 2025Q1: 3,472 shares; 2025Q2: 3,488 shares; 2025Q3: 3,498 shares; 2025Q4: 55,163 shares; 2026Q1: 55,136 shares 55,136 $8.05M 0.54% -27 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,748 shares; 2024Q4: 19,565 shares; 2025Q1: 22,840 shares; 2025Q2: 19,988 shares; 2025Q3: 17,981 shares; 2025Q4: 88,844 shares; 2026Q1: 98,405 shares 98,405 $7.72M 0.52% +9,561 Timeline SLYG 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: 22 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,040 shares; 2026Q1: 77,064 shares 77,064 $7.45M 0.5% +2,024 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: 5,131 shares; 2024Q4: 5,465 shares; 2025Q1: 8,540 shares; 2025Q2: 8,532 shares; 2025Q3: 8,324 shares; 2025Q4: 11,863 shares; 2026Q1: 11,872 shares 11,872 $6.79M 0.45% +9 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: 17,231 shares; 2024Q4: 20,383 shares; 2025Q1: 23,925 shares; 2025Q2: 24,355 shares; 2025Q3: 21,374 shares; 2025Q4: 20,665 shares; 2026Q1: 20,827 shares 20,827 $6.68M 0.45% +162 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: 8,041 shares; 2024Q4: 10,014 shares; 2025Q1: 10,952 shares; 2025Q2: 10,986 shares; 2025Q3: 10,280 shares; 2025Q4: 73,657 shares; 2026Q1: 77,860 shares 77,860 $5.43M 0.36% +4,203 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,158 shares; 2024Q4: 7,346 shares; 2025Q1: 10,158 shares; 2025Q2: 10,088 shares; 2025Q3: 10,141 shares; 2025Q4: 11,332 shares; 2026Q1: 12,280 shares 12,280 $5.36M 0.36% +948 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 1,937 shares; 2025Q1: not reported; 2025Q2: 3,857 shares; 2025Q3: 3,868 shares; 2025Q4: 5,924 shares; 2026Q1: 8,941 shares 8,941 $5.16M 0.35% +3,017 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,232 shares; 2024Q4: 20,232 shares; 2025Q1: 21,292 shares; 2025Q2: 21,292 shares; 2025Q3: 21,381 shares; 2025Q4: 21,519 shares; 2026Q1: 22,617 shares 22,617 $4.86M 0.33% +1,098 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: 1,205 shares; 2024Q4: 2,130 shares; 2025Q1: 6,252 shares; 2025Q2: 6,150 shares; 2025Q3: 6,727 shares; 2025Q4: 11,023 shares; 2026Q1: 12,690 shares 12,690 $4.72M 0.32% +1,667 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,617 shares; 2024Q4: 140,247 shares; 2025Q1: 145,885 shares; 2025Q2: 144,800 shares; 2025Q3: 142,232 shares; 2025Q4: 139,199 shares; 2026Q1: 138,180 shares 138,180 $4.69M 0.31% -1,019 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: 2,686 shares; 2024Q4: 3,608 shares; 2025Q1: 8,285 shares; 2025Q2: 9,606 shares; 2025Q3: 10,276 shares; 2025Q4: 13,584 shares; 2026Q1: 14,604 shares 14,604 $4.52M 0.3% +1,020 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,300 shares; 2025Q1: 3,094 shares; 2025Q2: 3,206 shares; 2025Q3: 2,799 shares; 2025Q4: 4,131 shares; 2026Q1: 4,161 shares 4,161 $4.15M 0.28% +30 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: 1,853 shares; 2024Q4: 2,893 shares; 2025Q1: 6,443 shares; 2025Q2: 7,181 shares; 2025Q3: 8,116 shares; 2025Q4: 12,370 shares; 2026Q1: 13,743 shares 13,743 $3.94M 0.26% +1,373 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,131 shares; 2025Q2: 51,951 shares; 2025Q3: 65,470 shares; 2025Q4: 86,113 shares; 2026Q1: 108,624 shares 108,624 $3.76M 0.25% +22,511 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,013 shares; 2026Q1: 23,013 shares 23,013 $3.39M 0.23% 0 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: 760 shares; 2024Q4: 589 shares; 2025Q1: 2,689 shares; 2025Q2: 2,252 shares; 2025Q3: 2,746 shares; 2025Q4: 3,198 shares; 2026Q1: 3,632 shares 3,632 $3.34M 0.22% +434 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,213 shares; 2024Q4: 35,944 shares; 2025Q1: 37,270 shares; 2025Q2: 36,767 shares; 2025Q3: 37,513 shares; 2025Q4: 32,678 shares; 2026Q1: 32,023 shares 32,023 $3.2M 0.21% -655 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: 3,557 shares; 2024Q4: 2,663 shares; 2025Q1: 7,498 shares; 2025Q2: 6,950 shares; 2025Q3: 8,414 shares; 2025Q4: 15,746 shares; 2026Q1: 17,400 shares 17,400 $2.95M 0.2% +1,654 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,811 shares; 2026Q1: 60,866 shares 60,866 $2.79M 0.19% +55 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: 22,534 shares; 2024Q4: 22,534 shares; 2025Q1: 23,629 shares; 2025Q2: 22,534 shares; 2025Q3: 23,629 shares; 2025Q4: 24,361 shares; 2026Q1: 23,641 shares 23,641 $2.67M 0.18% -720 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,523 shares; 2024Q4: 20,424 shares; 2025Q1: 24,173 shares; 2025Q2: 23,547 shares; 2025Q3: 23,585 shares; 2025Q4: 23,282 shares; 2026Q1: 23,567 shares 23,567 $2.62M 0.18% +285 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: 6,217 shares; 2025Q1: 8,074 shares; 2025Q2: 10,626 shares; 2025Q3: 10,995 shares; 2025Q4: 11,559 shares; 2026Q1: 11,860 shares 11,860 $2.53M 0.17% +301 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,088 shares; 2025Q2: 2,093 shares; 2025Q3: 1,839 shares; 2025Q4: 20,903 shares; 2026Q1: 20,696 shares 20,696 $2.5M 0.17% -207 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: 4,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,286 shares; 2026Q1: 50,606 shares 50,606 $2.5M 0.17% -5,680 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: 1,961 shares; 2024Q4: not reported; 2025Q1: 7,859 shares; 2025Q2: 4,772 shares; 2025Q3: 4,707 shares; 2025Q4: 9,224 shares; 2026Q1: 10,095 shares 10,095 $2.47M 0.16% +871 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: 5,662 shares; 2024Q4: 6,845 shares; 2025Q1: 11,474 shares; 2025Q2: 12,654 shares; 2025Q3: 16,698 shares; 2025Q4: 20,436 shares; 2026Q1: 19,720 shares 19,720 $2.45M 0.16% -716 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,937 shares; 2024Q4: 52,937 shares; 2025Q1: 52,818 shares; 2025Q2: 52,292 shares; 2025Q3: 53,298 shares; 2025Q4: 52,346 shares; 2026Q1: 51,468 shares 51,468 $2.32M 0.16% -878 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: 740 shares; 2024Q4: 923 shares; 2025Q1: 2,869 shares; 2025Q2: 3,301 shares; 2025Q3: 3,469 shares; 2025Q4: 6,969 shares; 2026Q1: 6,878 shares 6,878 $2.26M 0.15% -91 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: 534 shares; 2024Q4: 394 shares; 2025Q1: 1,257 shares; 2025Q2: 1,351 shares; 2025Q3: 1,416 shares; 2025Q4: 21,342 shares; 2026Q1: 22,817 shares 22,817 $2.19M 0.15% +1,475 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,679 shares; 2024Q4: 93,731 shares; 2025Q1: 96,668 shares; 2025Q2: 103,069 shares; 2025Q3: 106,403 shares; 2025Q4: 87,853 shares; 2026Q1: 83,822 shares 83,822 $2.13M 0.14% -4,031 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: 1,970 shares; 2024Q4: 2,107 shares; 2025Q1: 4,570 shares; 2025Q2: 4,341 shares; 2025Q3: 4,472 shares; 2025Q4: 6,882 shares; 2026Q1: 6,992 shares 6,992 $2.11M 0.14% +110 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 799 shares; 2025Q2: not reported; 2025Q3: 845 shares; 2025Q4: 3,703 shares; 2026Q1: 3,502 shares 3,502 $2.09M 0.14% -201 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,301 shares 11,301 $2.05M 0.14% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,085 shares; 2024Q4: 14,337 shares; 2025Q1: 14,410 shares; 2025Q2: 14,442 shares; 2025Q3: 13,517 shares; 2025Q4: 11,154 shares; 2026Q1: 9,183 shares 9,183 $2M 0.13% -1,971 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: 7,007 shares; 2024Q4: 7,007 shares; 2025Q1: 7,292 shares; 2025Q2: 7,280 shares; 2025Q3: 7,180 shares; 2025Q4: 14,858 shares; 2026Q1: 14,808 shares 14,808 $1.97M 0.13% -50 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,767 shares; 2025Q1: 3,629 shares; 2025Q2: 4,229 shares; 2025Q3: 6,309 shares; 2025Q4: 14,610 shares; 2026Q1: 13,286 shares 13,286 $1.92M 0.13% -1,324 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,422 shares; 2026Q1: 33,590 shares 33,590 $1.86M 0.12% -832 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: 7,046 shares; 2024Q4: 7,046 shares; 2025Q1: 7,506 shares; 2025Q2: 7,046 shares; 2025Q3: 7,047 shares; 2025Q4: 8,624 shares; 2026Q1: 8,663 shares 8,663 $1.85M 0.12% +39 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,449 shares; 2024Q4: 13,695 shares; 2025Q1: 19,572 shares; 2025Q2: 17,636 shares; 2025Q3: 18,521 shares; 2025Q4: 33,528 shares; 2026Q1: 34,938 shares 34,938 $1.7M 0.11% +1,410 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,061 shares; 2024Q4: 2,540 shares; 2025Q1: 4,263 shares; 2025Q2: 4,360 shares; 2025Q3: 4,756 shares; 2025Q4: 5,446 shares; 2026Q1: 5,944 shares 5,944 $1.69M 0.11% +498 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,482 shares; 2024Q4: 25,334 shares; 2025Q1: 25,111 shares; 2025Q2: 24,274 shares; 2025Q3: 21,714 shares; 2025Q4: 21,444 shares; 2026Q1: 21,458 shares 21,458 $1.66M 0.11% +14 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: 1,050 shares; 2024Q4: not reported; 2025Q1: 4,995 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,936 shares; 2026Q1: 25,502 shares 25,502 $1.63M 0.11% +7,566 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,916 shares; 2024Q4: 11,807 shares; 2025Q1: 20,007 shares; 2025Q2: 19,613 shares; 2025Q3: 19,613 shares; 2025Q4: 19,169 shares; 2026Q1: 19,176 shares 19,176 $1.63M 0.11% +7 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,752 shares; 2026Q1: 43,172 shares 43,172 $1.62M 0.11% +420 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,597 shares; 2025Q4: 11,592 shares; 2026Q1: 11,841 shares 11,841 $1.61M 0.11% +249 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: 91 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 704 shares; 2025Q4: 2,173 shares; 2026Q1: 2,265 shares 2,265 $1.6M 0.11% +92 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,492 shares; 2026Q1: 27,471 shares 27,471 $1.56M 0.1% -1,021 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: 137 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,899 shares; 2026Q1: 3,647 shares 3,647 $1.55M 0.1% -252 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,917 shares; 2024Q4: 53,750 shares; 2025Q1: 63,941 shares; 2025Q2: 63,931 shares; 2025Q3: 63,925 shares; 2025Q4: 67,231 shares; 2026Q1: 61,451 shares 61,451 $1.54M 0.1% -5,780 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,901 shares; 2024Q4: 4,405 shares; 2025Q1: 4,694 shares; 2025Q2: 4,487 shares; 2025Q3: 4,973 shares; 2025Q4: 5,023 shares; 2026Q1: 6,685 shares 6,685 $1.54M 0.1% +1,662 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,644 shares; 2024Q4: 40,931 shares; 2025Q1: 53,685 shares; 2025Q2: 41,337 shares; 2025Q3: 45,687 shares; 2025Q4: 49,925 shares; 2026Q1: 59,112 shares 59,112 $1.52M 0.1% +9,187 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: 189 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 434 shares; 2025Q3: 467 shares; 2025Q4: 1,775 shares; 2026Q1: 3,858 shares 3,858 $1.51M 0.1% +2,083 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: 726 shares; 2024Q4: not reported; 2025Q1: 3,668 shares; 2025Q2: 1,638 shares; 2025Q3: 2,631 shares; 2025Q4: 6,548 shares; 2026Q1: 7,514 shares 7,514 $1.45M 0.1% +966 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: 738 shares; 2024Q4: not reported; 2025Q1: 2,827 shares; 2025Q2: 8,440 shares; 2025Q3: 8,652 shares; 2025Q4: 11,186 shares; 2026Q1: 11,856 shares 11,856 $1.43M 0.1% +670 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: 2,090 shares; 2025Q1: 4,702 shares; 2025Q2: 2,661 shares; 2025Q3: 4,397 shares; 2025Q4: 7,179 shares; 2026Q1: 11,477 shares 11,477 $1.41M 0.09% +4,298 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,327 shares; 2026Q1: 11,727 shares 11,727 $1.39M 0.09% +4,400 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: 2,363 shares; 2024Q4: 3,375 shares; 2025Q1: 6,607 shares; 2025Q2: 6,193 shares; 2025Q3: 7,970 shares; 2025Q4: 9,401 shares; 2026Q1: 9,464 shares 9,464 $1.38M 0.09% +63 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 6,186 shares; 2025Q1: 6,998 shares; 2025Q2: 4,613 shares; 2025Q3: 6,231 shares; 2025Q4: 21,196 shares; 2026Q1: 22,776 shares 22,776 $1.38M 0.09% +1,580 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: 1,303 shares; 2024Q4: 1,339 shares; 2025Q1: 2,986 shares; 2025Q2: 3,131 shares; 2025Q3: 3,741 shares; 2025Q4: 5,788 shares; 2026Q1: 6,334 shares 6,334 $1.38M 0.09% +546 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,156 shares; 2026Q1: 6,151 shares 6,151 $1.33M 0.09% -5 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 8,039 shares; 2025Q1: 8,949 shares; 2025Q2: 9,409 shares; 2025Q3: 9,256 shares; 2025Q4: 9,364 shares; 2026Q1: 9,170 shares 9,170 $1.31M 0.09% -194 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: 345 shares; 2024Q4: not reported; 2025Q1: 886 shares; 2025Q2: 971 shares; 2025Q3: 987 shares; 2025Q4: 1,361 shares; 2026Q1: 1,489 shares 1,489 $1.3M 0.09% +128 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,763 shares; 2026Q1: 16,573 shares 16,573 $1.28M 0.09% -1,190 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 435 shares; 2026Q1: 729 shares 729 $1.26M 0.08% +294 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: 907 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,008 shares; 2025Q4: 3,252 shares; 2026Q1: 3,716 shares 3,716 $1.26M 0.08% +464 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 1,988 shares; 2025Q1: 4,774 shares; 2025Q2: 4,516 shares; 2025Q3: 5,169 shares; 2025Q4: 5,631 shares; 2026Q1: 6,601 shares 6,601 $1.23M 0.08% +970 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: 227 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 766 shares; 2025Q3: 817 shares; 2025Q4: 1,007 shares; 2026Q1: 887 shares 887 $1.22M 0.08% -120 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,707 shares; 2025Q3: 4,267 shares; 2025Q4: 4,449 shares; 2026Q1: 4,442 shares 4,442 $1.2M 0.08% -7 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: 490 shares; 2024Q4: not reported; 2025Q1: 2,196 shares; 2025Q2: 3,964 shares; 2025Q3: 6,962 shares; 2025Q4: 9,037 shares; 2026Q1: 7,734 shares 7,734 $1.2M 0.08% -1,303 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: 1,723 shares; 2024Q4: not reported; 2025Q1: 5,187 shares; 2025Q2: 5,143 shares; 2025Q3: 5,322 shares; 2025Q4: 9,399 shares; 2026Q1: 8,615 shares 8,615 $1.2M 0.08% -784 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: 169 shares; 2024Q4: not reported; 2025Q1: 5,061 shares; 2025Q2: 5,647 shares; 2025Q3: 5,641 shares; 2025Q4: 6,682 shares; 2026Q1: 7,252 shares 7,252 $1.2M 0.08% +570 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: 77 shares; 2024Q4: not reported; 2025Q1: 833 shares; 2025Q2: 900 shares; 2025Q3: 984 shares; 2025Q4: 1,390 shares; 2026Q1: 1,416 shares 1,416 $1.2M 0.08% +26 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: not reported; 2025Q1: 923 shares; 2025Q2: not reported; 2025Q3: 1,109 shares; 2025Q4: 5,041 shares; 2026Q1: 4,882 shares 4,882 $1.18M 0.08% -159 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 1,480 shares; 2025Q1: 2,078 shares; 2025Q2: 2,148 shares; 2025Q3: 2,840 shares; 2025Q4: 2,940 shares; 2026Q1: 3,320 shares 3,320 $1.13M 0.08% +380 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,910 shares; 2024Q4: 65,306 shares; 2025Q1: 69,830 shares; 2025Q2: 64,146 shares; 2025Q3: 58,594 shares; 2025Q4: 48,640 shares; 2026Q1: 45,400 shares 45,400 $1.12M 0.08% -3,240 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: 1,789 shares; 2024Q4: 1,866 shares; 2025Q1: 6,033 shares; 2025Q2: 4,042 shares; 2025Q3: 4,220 shares; 2025Q4: 12,309 shares; 2026Q1: 11,560 shares 11,560 $1.11M 0.07% -749 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,616 shares; 2024Q4: 50,993 shares; 2025Q1: 46,287 shares; 2025Q2: 42,137 shares; 2025Q3: 38,897 shares; 2025Q4: 29,100 shares; 2026Q1: 22,184 shares 22,184 $1.11M 0.07% -6,916 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: 2,689 shares; 2024Q4: 2,698 shares; 2025Q1: 3,314 shares; 2025Q2: 3,124 shares; 2025Q3: 6,565 shares; 2025Q4: 10,103 shares; 2026Q1: 9,491 shares 9,491 $1.09M 0.07% -612 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,336 shares 6,336 $1.07M 0.07% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: not reported; 2025Q1: 11,776 shares; 2025Q2: 7,235 shares; 2025Q3: 8,104 shares; 2025Q4: 13,529 shares; 2026Q1: 14,219 shares 14,219 $1.06M 0.07% +690 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: 85 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,034 shares; 2025Q3: 2,179 shares; 2025Q4: 2,796 shares; 2026Q1: 2,964 shares 2,964 $1.06M 0.07% +168 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,212 shares; 2024Q4: 25,306 shares; 2025Q1: 29,436 shares; 2025Q2: 40,115 shares; 2025Q3: 41,853 shares; 2025Q4: 30,125 shares; 2026Q1: 29,102 shares 29,102 $1.02M 0.07% -1,023 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: 2,673 shares; 2024Q4: 2,305 shares; 2025Q1: 3,807 shares; 2025Q2: 3,660 shares; 2025Q3: 4,202 shares; 2025Q4: 6,704 shares; 2026Q1: 6,920 shares 6,920 $1.02M 0.07% +216 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 584 shares; 2025Q1: 2,491 shares; 2025Q2: not reported; 2025Q3: 2,445 shares; 2025Q4: 3,230 shares; 2026Q1: 4,998 shares 4,998 $1.02M 0.07% +1,768 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: not reported; 2025Q1: 2,356 shares; 2025Q2: not reported; 2025Q3: 3,306 shares; 2025Q4: 4,183 shares; 2026Q1: 4,859 shares 4,859 $1.01M 0.07% +676 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,081 shares; 2024Q4: 13,131 shares; 2025Q1: 20,764 shares; 2025Q2: 12,326 shares; 2025Q3: 39,456 shares; 2025Q4: 50,436 shares; 2026Q1: 57,122 shares 57,122 $1M 0.07% +6,686 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: 694 shares; 2024Q4: 650 shares; 2025Q1: 1,375 shares; 2025Q2: 1,559 shares; 2025Q3: 1,659 shares; 2025Q4: 2,008 shares; 2026Q1: 1,999 shares 1,999 $999K 0.07% -9 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: not reported; 2025Q1: 922 shares; 2025Q2: 964 shares; 2025Q3: 1,130 shares; 2025Q4: 1,413 shares; 2026Q1: 4,172 shares 4,172 $999K 0.07% +2,759 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,859 shares; 2025Q1: 1,823 shares; 2025Q2: 1,828 shares; 2025Q3: 1,888 shares; 2025Q4: 2,031 shares; 2026Q1: 2,153 shares 2,153 $997K 0.07% +122 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $969K 0.06% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: not reported; 2025Q1: 2,786 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,269 shares; 2026Q1: 7,260 shares 7,260 $958K 0.06% -9 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: 95 shares; 2024Q4: not reported; 2025Q1: 998 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,198 shares; 2026Q1: 4,209 shares 4,209 $951K 0.06% +1,011 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: 99 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,690 shares; 2025Q3: 6,652 shares; 2025Q4: 8,713 shares; 2026Q1: 8,759 shares 8,759 $948K 0.06% +46 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: 1,764 shares; 2024Q4: 4,346 shares; 2025Q1: 7,861 shares; 2025Q2: 8,515 shares; 2025Q3: 8,015 shares; 2025Q4: 11,065 shares; 2026Q1: 11,778 shares 11,778 $938K 0.06% +713 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,506 shares; 2024Q4: 12,175 shares; 2025Q1: 14,949 shares; 2025Q2: 12,164 shares; 2025Q3: 13,613 shares; 2025Q4: 11,799 shares; 2026Q1: 11,598 shares 11,598 $935K 0.06% -201 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: 27 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,467 shares; 2026Q1: 2,766 shares 2,766 $909K 0.06% +299 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,412 shares; 2026Q1: 16,494 shares 16,494 $905K 0.06% +82 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: not reported; 2025Q1: 1,066 shares; 2025Q2: 1,183 shares; 2025Q3: 2,000 shares; 2025Q4: 2,971 shares; 2026Q1: 2,757 shares 2,757 $898K 0.06% -214 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,702 shares; 2025Q2: 24,987 shares; 2025Q3: 31,189 shares; 2025Q4: 33,042 shares; 2026Q1: 35,395 shares 35,395 $896K 0.06% +2,353 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,804 shares; 2026Q1: 14,810 shares 14,810 $895K 0.06% +6 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 716 shares; 2025Q1: 932 shares; 2025Q2: 853 shares; 2025Q3: 912 shares; 2025Q4: 2,342 shares; 2026Q1: 2,491 shares 2,491 $891K 0.06% +149 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: 480 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,671 shares; 2025Q3: 1,662 shares; 2025Q4: 4,910 shares; 2026Q1: 7,473 shares 7,473 $882K 0.06% +2,563 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,260 shares; 2026Q1: 10,379 shares 10,379 $879K 0.06% +1,119 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: 1,795 shares; 2024Q4: not reported; 2025Q1: 7,083 shares; 2025Q2: 5,289 shares; 2025Q3: 7,779 shares; 2025Q4: 10,570 shares; 2026Q1: 11,441 shares 11,441 $870K 0.06% +871 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: 93 shares; 2024Q4: not reported; 2025Q1: 439 shares; 2025Q2: 551 shares; 2025Q3: 554 shares; 2025Q4: 3,951 shares; 2026Q1: 8,277 shares 8,277 $865K 0.06% +4,326 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,554 shares; 2024Q4: 9,851 shares; 2025Q1: 10,130 shares; 2025Q2: 15,657 shares; 2025Q3: 23,911 shares; 2025Q4: 26,132 shares; 2026Q1: 19,536 shares 19,536 $862K 0.06% -6,596 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,160 shares; 2024Q4: 6,621 shares; 2025Q1: 7,188 shares; 2025Q2: 7,304 shares; 2025Q3: 6,806 shares; 2025Q4: 6,331 shares; 2026Q1: 6,066 shares 6,066 $856K 0.06% -265 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 722 shares; 2025Q3: 776 shares; 2025Q4: 781 shares; 2026Q1: 1,619 shares 1,619 $846K 0.06% +838 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: 784 shares; 2024Q4: 855 shares; 2025Q1: 2,209 shares; 2025Q2: 2,240 shares; 2025Q3: 2,496 shares; 2025Q4: 2,765 shares; 2026Q1: 2,713 shares 2,713 $843K 0.06% -52 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: 1,868 shares; 2024Q4: 2,137 shares; 2025Q1: 4,157 shares; 2025Q2: 4,987 shares; 2025Q3: 4,124 shares; 2025Q4: 8,166 shares; 2026Q1: 8,149 shares 8,149 $837K 0.06% -17 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: 35 shares; 2024Q4: 49 shares; 2025Q1: 114 shares; 2025Q2: 120 shares; 2025Q3: 128 shares; 2025Q4: 179 shares; 2026Q1: 197 shares 197 $833K 0.06% +18 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: 145 shares; 2024Q4: not reported; 2025Q1: 1,028 shares; 2025Q2: 1,178 shares; 2025Q3: 1,193 shares; 2025Q4: 1,299 shares; 2026Q1: 1,923 shares 1,923 $827K 0.06% +624 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,841 shares; 2025Q3: 3,367 shares; 2025Q4: 4,316 shares; 2026Q1: 3,951 shares 3,951 $822K 0.05% -365 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,788 shares; 2024Q4: 13,649 shares; 2025Q1: 21,554 shares; 2025Q2: 22,756 shares; 2025Q3: 24,415 shares; 2025Q4: 25,509 shares; 2026Q1: 28,256 shares 28,256 $819K 0.05% +2,747 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: not reported; 2025Q1: 5,705 shares; 2025Q2: 3,307 shares; 2025Q3: 6,035 shares; 2025Q4: 6,630 shares; 2026Q1: 7,216 shares 7,216 $818K 0.05% +586 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: 155 shares; 2024Q4: not reported; 2025Q1: 1,119 shares; 2025Q2: 1,102 shares; 2025Q3: 1,418 shares; 2025Q4: 3,953 shares; 2026Q1: 3,019 shares 3,019 $817K 0.05% -934 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: not reported; 2025Q1: 6,432 shares; 2025Q2: 7,122 shares; 2025Q3: 8,016 shares; 2025Q4: 9,377 shares; 2026Q1: 10,308 shares 10,308 $800K 0.05% +931 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,867 shares; 2025Q4: 42,867 shares; 2026Q1: 42,867 shares 42,867 $767K 0.05% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 367 shares; 2025Q1: 821 shares; 2025Q2: 721 shares; 2025Q3: 805 shares; 2025Q4: 984 shares; 2026Q1: 1,063 shares 1,063 $742K 0.05% +79 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: 972 shares; 2024Q4: 3,171 shares; 2025Q1: 3,566 shares; 2025Q2: 1,754 shares; 2025Q3: 4,080 shares; 2025Q4: 5,338 shares; 2026Q1: 5,853 shares 5,853 $739K 0.05% +515 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: 29 shares; 2024Q4: 364 shares; 2025Q1: 500 shares; 2025Q2: 542 shares; 2025Q3: 544 shares; 2025Q4: 1,034 shares; 2026Q1: 851 shares 851 $737K 0.05% -183 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,533 shares; 2026Q1: 5,533 shares 5,533 $737K 0.05% 0 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 20,320 shares; 2026Q1: 19,774 shares 19,774 $728K 0.05% -546 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: 1,014 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,497 shares; 2025Q3: 2,531 shares; 2025Q4: 2,635 shares; 2026Q1: 2,890 shares 2,890 $724K 0.05% +255 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,978 shares; 2024Q4: 8,188 shares; 2025Q1: 8,604 shares; 2025Q2: 7,305 shares; 2025Q3: 9,638 shares; 2025Q4: 14,443 shares; 2026Q1: 13,844 shares 13,844 $720K 0.05% -599 Timeline BRK-A 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: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.05% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,121 shares; 2025Q4: 5,449 shares; 2026Q1: 5,667 shares 5,667 $711K 0.05% +218 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,600 shares 7,600 $696K 0.05% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: not reported; 2025Q1: 4,200 shares; 2025Q2: 4,841 shares; 2025Q3: 4,591 shares; 2025Q4: 8,509 shares; 2026Q1: 9,488 shares 9,488 $694K 0.05% +979 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: 383 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,374 shares; 2025Q4: 6,866 shares; 2026Q1: 7,367 shares 7,367 $692K 0.05% +501 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: not reported; 2025Q1: 1,728 shares; 2025Q2: not reported; 2025Q3: 3,006 shares; 2025Q4: 3,743 shares; 2026Q1: 4,329 shares 4,329 $691K 0.05% +586 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,334 shares; 2026Q1: 14,183 shares 14,183 $683K 0.05% -151 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: 349 shares; 2024Q4: not reported; 2025Q1: 4,620 shares; 2025Q2: 3,230 shares; 2025Q3: 5,072 shares; 2025Q4: 5,405 shares; 2026Q1: 5,399 shares 5,399 $682K 0.05% -6 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,386 shares; 2025Q3: 4,994 shares; 2025Q4: 5,340 shares; 2026Q1: 5,513 shares 5,513 $680K 0.05% +173 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,996 shares; 2025Q1: 2,227 shares; 2025Q2: 2,377 shares; 2025Q3: 2,345 shares; 2025Q4: 2,306 shares; 2026Q1: 2,300 shares 2,300 $679K 0.05% -6 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,823 shares; 2026Q1: 7,346 shares 7,346 $678K 0.05% +523 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 3,470 shares; 2025Q1: 3,620 shares; 2025Q2: 3,470 shares; 2025Q3: 5,470 shares; 2025Q4: 14,160 shares; 2026Q1: 11,438 shares 11,438 $675K 0.05% -2,722 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: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,240 shares; 2025Q3: 1,831 shares; 2025Q4: 2,471 shares; 2026Q1: 1,967 shares 1,967 $665K 0.04% -504 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,511 shares; 2026Q1: 16,627 shares 16,627 $656K 0.04% +116 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: 83 shares; 2024Q4: not reported; 2025Q1: 542 shares; 2025Q2: 601 shares; 2025Q3: 629 shares; 2025Q4: 650 shares; 2026Q1: 1,457 shares 1,457 $651K 0.04% +807 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: not reported; 2025Q1: 3,557 shares; 2025Q2: 3,985 shares; 2025Q3: 4,197 shares; 2025Q4: 4,175 shares; 2026Q1: 4,934 shares 4,934 $646K 0.04% +759 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,077 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,380 shares; 2025Q4: 1,871 shares; 2026Q1: 1,664 shares 1,664 $646K 0.04% -207 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: not reported; 2025Q1: 4,574 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,589 shares; 2026Q1: 20,126 shares 20,126 $644K 0.04% -2,463 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: 101 shares; 2024Q4: not reported; 2025Q1: 3,028 shares; 2025Q2: 2,600 shares; 2025Q3: 2,541 shares; 2025Q4: 2,902 shares; 2026Q1: 4,264 shares 4,264 $643K 0.04% +1,362 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,638 shares; 2026Q1: 5,241 shares 5,241 $635K 0.04% -397 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: not reported; 2025Q1: 1,718 shares; 2025Q2: 1,878 shares; 2025Q3: 2,362 shares; 2025Q4: 4,890 shares; 2026Q1: 4,840 shares 4,840 $634K 0.04% -50 Timeline REET 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: 39,276 shares; 2024Q4: 39,697 shares; 2025Q1: 40,981 shares; 2025Q2: 40,993 shares; 2025Q3: 40,644 shares; 2025Q4: 29,194 shares; 2026Q1: 25,142 shares 25,142 $632K 0.04% -4,052 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,122 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,823 shares; 2025Q4: 8,518 shares; 2026Q1: 9,101 shares 9,101 $629K 0.04% +583 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 564 shares; 2025Q3: 515 shares; 2025Q4: 533 shares; 2026Q1: 1,478 shares 1,478 $629K 0.04% +945 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: not reported; 2025Q1: 1,214 shares; 2025Q2: 933 shares; 2025Q3: 821 shares; 2025Q4: 2,460 shares; 2026Q1: 2,639 shares 2,639 $624K 0.04% +179 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: 230 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,919 shares; 2025Q3: 4,020 shares; 2025Q4: 4,171 shares; 2026Q1: 8,568 shares 8,568 $621K 0.04% +4,397 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,836 shares; 2026Q1: 4,560 shares 4,560 $617K 0.04% -276 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: 5,673 shares; 2025Q2: 5,694 shares; 2025Q3: 6,758 shares; 2025Q4: 7,177 shares; 2026Q1: 7,463 shares 7,463 $616K 0.04% +286 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,254 shares; 2026Q1: 37,034 shares 37,034 $615K 0.04% -220 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 631 shares; 2025Q4: 671 shares; 2026Q1: 785 shares 785 $607K 0.04% +114 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 966 shares; 2026Q1: 952 shares 952 $605K 0.04% -14 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,490 shares; 2026Q1: 6,539 shares 6,539 $595K 0.04% +1,049 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: not reported; 2025Q1: 3,423 shares; 2025Q2: 3,825 shares; 2025Q3: 6,170 shares; 2025Q4: 8,004 shares; 2026Q1: 9,002 shares 9,002 $594K 0.04% +998 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: not reported; 2025Q1: 1,318 shares; 2025Q2: 973 shares; 2025Q3: 1,206 shares; 2025Q4: 1,787 shares; 2026Q1: 2,034 shares 2,034 $593K 0.04% +247 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: 1,360 shares; 2024Q4: 1,782 shares; 2025Q1: 2,518 shares; 2025Q2: 2,177 shares; 2025Q3: 2,286 shares; 2025Q4: 4,058 shares; 2026Q1: 4,011 shares 4,011 $583K 0.04% -47 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,093 shares; 2025Q4: 2,472 shares; 2026Q1: 2,749 shares 2,749 $583K 0.04% +277 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 737 shares; 2025Q4: 2,059 shares; 2026Q1: 2,177 shares 2,177 $579K 0.04% +118 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,947 shares; 2024Q4: 10,947 shares; 2025Q1: 10,947 shares; 2025Q2: 10,947 shares; 2025Q3: 10,967 shares; 2025Q4: 10,894 shares; 2026Q1: 10,894 shares 10,894 $575K 0.04% 0 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,161 shares; 2026Q1: 8,174 shares 8,174 $572K 0.04% +13 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 3,531 shares; 2025Q1: not reported; 2025Q2: 3,136 shares; 2025Q3: 3,117 shares; 2025Q4: 12,360 shares; 2026Q1: 12,608 shares 12,608 $570K 0.04% +248 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: 361 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,102 shares; 2025Q3: 6,052 shares; 2025Q4: 9,858 shares; 2026Q1: 9,681 shares 9,681 $569K 0.04% -177 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,174 shares; 2024Q4: 20,507 shares; 2025Q1: 13,139 shares; 2025Q2: 11,057 shares; 2025Q3: 17,097 shares; 2025Q4: 23,505 shares; 2026Q1: 20,188 shares 20,188 $567K 0.04% -3,317 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,584 shares; 2024Q4: 3,551 shares; 2025Q1: 7,397 shares; 2025Q2: not reported; 2025Q3: 10,669 shares; 2025Q4: 21,499 shares; 2026Q1: 17,273 shares 17,273 $566K 0.04% -4,226 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: not reported; 2025Q1: 5,084 shares; 2025Q2: 5,933 shares; 2025Q3: 7,359 shares; 2025Q4: 10,766 shares; 2026Q1: 11,248 shares 11,248 $565K 0.04% +482 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,183 shares; 2024Q4: 14,183 shares; 2025Q1: 14,286 shares; 2025Q2: 14,228 shares; 2025Q3: 14,228 shares; 2025Q4: 14,228 shares; 2026Q1: 14,228 shares 14,228 $565K 0.04% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,516 shares; 2024Q4: 10,516 shares; 2025Q1: 10,516 shares; 2025Q2: 10,516 shares; 2025Q3: 10,516 shares; 2025Q4: 10,516 shares; 2026Q1: 10,516 shares 10,516 $557K 0.04% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,793 shares; 2025Q4: 4,185 shares; 2026Q1: 4,626 shares 4,626 $549K 0.04% +441 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: not reported; 2025Q4: 362 shares; 2026Q1: 414 shares 414 $547K 0.04% +52 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,837 shares; 2025Q4: 1,306 shares; 2026Q1: 3,107 shares 3,107 $539K 0.04% +1,801 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,902 shares; 2026Q1: 7,444 shares 7,444 $539K 0.04% -1,458 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 627 shares; 2024Q4: not reported; 2025Q1: 1,216 shares; 2025Q2: 1,090 shares; 2025Q3: 1,316 shares; 2025Q4: 1,423 shares; 2026Q1: 1,552 shares 1,552 $534K 0.04% +129 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,571 shares; 2026Q1: 8,659 shares 8,659 $530K 0.04% +4,088 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: 235 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,113 shares; 2025Q4: 1,487 shares; 2026Q1: 1,539 shares 1,539 $528K 0.04% +52 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: not reported; 2025Q1: 2,082 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,005 shares; 2026Q1: 5,790 shares 5,790 $519K 0.03% +785 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: 346 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 643 shares; 2025Q4: 1,768 shares; 2026Q1: 1,877 shares 1,877 $516K 0.03% +109 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 627 shares; 2025Q4: not reported; 2026Q1: 1,035 shares 1,035 $513K 0.03% new Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,214 shares; 2025Q3: 14,493 shares; 2025Q4: 14,382 shares; 2026Q1: 14,249 shares 14,249 $495K 0.03% -133 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 4,155 shares; 2025Q1: 4,601 shares; 2025Q2: 5,128 shares; 2025Q3: 6,383 shares; 2025Q4: 9,159 shares; 2026Q1: 6,139 shares 6,139 $494K 0.03% -3,020 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 3,621 shares; 2025Q1: 5,079 shares; 2025Q2: 4,117 shares; 2025Q3: 4,863 shares; 2025Q4: 5,192 shares; 2026Q1: 5,179 shares 5,179 $487K 0.03% -13 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 1,445 shares; 2025Q1: 2,107 shares; 2025Q2: 2,071 shares; 2025Q3: 2,343 shares; 2025Q4: 2,733 shares; 2026Q1: 1,957 shares 1,957 $486K 0.03% -776 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,868 shares; 2026Q1: 1,822 shares 1,822 $486K 0.03% -46 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 5,184 shares; 2025Q1: 5,918 shares; 2025Q2: 5,634 shares; 2025Q3: 2,964 shares; 2025Q4: 4,185 shares; 2026Q1: 5,936 shares 5,936 $485K 0.03% +1,751 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,440 shares; 2025Q4: 1,365 shares; 2026Q1: 1,523 shares 1,523 $484K 0.03% +158 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 4,645 shares; 2025Q1: 5,773 shares; 2025Q2: 5,467 shares; 2025Q3: 5,738 shares; 2025Q4: 5,728 shares; 2026Q1: 6,017 shares 6,017 $478K 0.03% +289 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: 306 shares; 2024Q4: not reported; 2025Q1: 5,435 shares; 2025Q2: 5,055 shares; 2025Q3: 5,370 shares; 2025Q4: 6,005 shares; 2026Q1: 6,643 shares 6,643 $478K 0.03% +638 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: 1,016 shares; 2024Q4: not reported; 2025Q1: 3,614 shares; 2025Q2: 2,990 shares; 2025Q3: 3,263 shares; 2025Q4: 4,679 shares; 2026Q1: 5,131 shares 5,131 $477K 0.03% +452 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: not reported; 2024Q4: not reported; 2025Q1: 4,027 shares; 2025Q2: 4,043 shares; 2025Q3: 4,064 shares; 2025Q4: 6,594 shares; 2026Q1: 6,493 shares 6,493 $475K 0.03% -101 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: 348 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,562 shares; 2025Q3: 2,296 shares; 2025Q4: 2,651 shares; 2026Q1: 2,840 shares 2,840 $467K 0.03% +189 Timeline JMEE 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: 6,850 shares; 2026Q1: 6,879 shares 6,879 $459K 0.03% +29 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: 25 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,362 shares; 2026Q1: 11,870 shares 11,870 $456K 0.03% +6,508 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,886 shares; 2025Q3: 2,929 shares; 2025Q4: 2,953 shares; 2026Q1: 3,286 shares 3,286 $448K 0.03% +333 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: 176 shares; 2024Q4: not reported; 2025Q1: 1,431 shares; 2025Q2: 672 shares; 2025Q3: 1,038 shares; 2025Q4: 1,411 shares; 2026Q1: 1,476 shares 1,476 $447K 0.03% +65 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,359 shares; 2026Q1: 5,056 shares 5,056 $443K 0.03% +697 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,382 shares; 2025Q4: 3,361 shares; 2026Q1: 2,410 shares 2,410 $439K 0.03% -951 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,058 shares; 2026Q1: 5,958 shares 5,958 $439K 0.03% +1,900 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,637 shares; 2026Q1: 2,709 shares 2,709 $438K 0.03% +72 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: 470 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,059 shares; 2026Q1: 2,119 shares 2,119 $437K 0.03% +60 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: 49 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265 shares; 2025Q4: 287 shares; 2026Q1: 294 shares 294 $433K 0.03% +7 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: 281 shares; 2024Q4: not reported; 2025Q1: 731 shares; 2025Q2: not reported; 2025Q3: 691 shares; 2025Q4: 690 shares; 2026Q1: 801 shares 801 $431K 0.03% +111 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: 2,305 shares; 2024Q4: 2,323 shares; 2025Q1: 2,388 shares; 2025Q2: 2,535 shares; 2025Q3: 2,543 shares; 2025Q4: 2,812 shares; 2026Q1: 2,865 shares 2,865 $431K 0.03% +53 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 1,655 shares; 2025Q1: 1,737 shares; 2025Q2: 1,864 shares; 2025Q3: 1,952 shares; 2025Q4: 2,382 shares; 2026Q1: 2,147 shares 2,147 $429K 0.03% -235 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: 271 shares; 2024Q4: not reported; 2025Q1: 5,319 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,250 shares; 2026Q1: 8,191 shares 8,191 $421K 0.03% -59 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: not reported; 2025Q1: 2,295 shares; 2025Q2: not reported; 2025Q3: 2,825 shares; 2025Q4: 5,018 shares; 2026Q1: 4,266 shares 4,266 $420K 0.03% -752 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: not reported; 2025Q1: 1,178 shares; 2025Q2: not reported; 2025Q3: 1,627 shares; 2025Q4: 1,971 shares; 2026Q1: 2,209 shares 2,209 $419K 0.03% +238 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 1,730 shares; 2025Q1: not reported; 2025Q2: 1,603 shares; 2025Q3: 2,465 shares; 2025Q4: 2,636 shares; 2026Q1: 3,093 shares 3,093 $407K 0.03% +457 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,147 shares; 2024Q4: 1,950 shares; 2025Q1: 4,208 shares; 2025Q2: 1,955 shares; 2025Q3: 2,614 shares; 2025Q4: 3,101 shares; 2026Q1: 3,808 shares 3,808 $407K 0.03% +707 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,825 shares; 2026Q1: 5,825 shares 5,825 $406K 0.03% 0 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: 84 shares; 2024Q4: not reported; 2025Q1: 1,192 shares; 2025Q2: 1,684 shares; 2025Q3: 1,976 shares; 2025Q4: 2,489 shares; 2026Q1: 1,729 shares 1,729 $399K 0.03% -760 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: 5,132 shares; 2026Q1: 4,810 shares 4,810 $398K 0.03% -322 Timeline IGV 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: 1,145 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,957 shares 4,957 $397K 0.03% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,500 shares; 2025Q2: 4,113 shares; 2025Q3: 4,113 shares; 2025Q4: 5,766 shares; 2026Q1: 4,500 shares 4,500 $397K 0.03% -1,266 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: 12 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,008 shares; 2025Q4: 1,180 shares; 2026Q1: 1,990 shares 1,990 $396K 0.03% +810 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: not reported; 2025Q1: 1,074 shares; 2025Q2: 896 shares; 2025Q3: 911 shares; 2025Q4: 919 shares; 2026Q1: 949 shares 949 $395K 0.03% +30 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 2,294 shares; 2025Q1: 2,294 shares; 2025Q2: 2,305 shares; 2025Q3: 2,330 shares; 2025Q4: not reported; 2026Q1: 3,710 shares 3,710 $393K 0.03% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,488 shares; 2025Q4: 9,539 shares; 2026Q1: 9,592 shares 9,592 $391K 0.03% +53 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,338 shares; 2024Q4: 3,317 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,406 shares; 2025Q4: 6,114 shares; 2026Q1: 5,835 shares 5,835 $388K 0.03% -279 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,398 shares; 2025Q3: 2,832 shares; 2025Q4: 2,870 shares; 2026Q1: 3,352 shares 3,352 $382K 0.03% +482 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: 87 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,194 shares; 2025Q3: 1,356 shares; 2025Q4: 2,593 shares; 2026Q1: 2,091 shares 2,091 $381K 0.03% -502 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: not reported; 2025Q1: 423 shares; 2025Q2: 388 shares; 2025Q3: 952 shares; 2025Q4: 694 shares; 2026Q1: 879 shares 879 $380K 0.03% +185 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,096 shares; 2025Q4: not reported; 2026Q1: 14,072 shares 14,072 $380K 0.03% new 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: 78 shares; 2024Q4: not reported; 2025Q1: 442 shares; 2025Q2: 542 shares; 2025Q3: 576 shares; 2025Q4: 796 shares; 2026Q1: 823 shares 823 $380K 0.03% +27 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: 1,777 shares; 2025Q2: 1,794 shares; 2025Q3: 2,423 shares; 2025Q4: 2,343 shares; 2026Q1: 2,340 shares 2,340 $379K 0.03% -3 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,290 shares; 2026Q1: 1,250 shares 1,250 $378K 0.03% -40 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: 2,683 shares; 2024Q4: 3,255 shares; 2025Q1: 5,485 shares; 2025Q2: 3,437 shares; 2025Q3: 5,876 shares; 2025Q4: 5,919 shares; 2026Q1: 5,769 shares 5,769 $376K 0.03% -150 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,540 shares; 2025Q4: 2,754 shares; 2026Q1: 3,170 shares 3,170 $376K 0.03% +416 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 1,272 shares; 2026Q1: 1,642 shares 1,642 $375K 0.03% +370 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: 52 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 894 shares; 2025Q3: not reported; 2025Q4: 1,415 shares; 2026Q1: 1,629 shares 1,629 $374K 0.03% +214 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: not reported; 2025Q1: 775 shares; 2025Q2: not reported; 2025Q3: 860 shares; 2025Q4: 1,401 shares; 2026Q1: 1,833 shares 1,833 $372K 0.02% +432 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: 69 shares; 2024Q4: not reported; 2025Q1: 502 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 616 shares 616 $372K 0.02% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,032 shares; 2026Q1: 1,343 shares 1,343 $366K 0.02% +311 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,529 shares; 2026Q1: 5,690 shares 5,690 $365K 0.02% +1,161 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: 106 shares; 2024Q4: not reported; 2025Q1: 1,819 shares; 2025Q2: 1,087 shares; 2025Q3: 1,348 shares; 2025Q4: 1,104 shares; 2026Q1: 1,731 shares 1,731 $364K 0.02% +627 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 912 shares; 2026Q1: 925 shares 925 $362K 0.02% +13 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,424 shares; 2025Q4: 9,532 shares; 2026Q1: 10,773 shares 10,773 $361K 0.02% +1,241 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: 11,849 shares; 2025Q2: 14,847 shares; 2025Q3: 15,116 shares; 2025Q4: 15,738 shares; 2026Q1: 16,630 shares 16,630 $360K 0.02% +892 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,320 shares; 2026Q1: 1,657 shares 1,657 $359K 0.02% +337 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: not reported; 2025Q1: 2,062 shares; 2025Q2: 2,647 shares; 2025Q3: 2,784 shares; 2025Q4: 1,845 shares; 2026Q1: 2,380 shares 2,380 $357K 0.02% +535 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,688 shares; 2025Q1: 2,054 shares; 2025Q2: 1,542 shares; 2025Q3: 1,986 shares; 2025Q4: 1,983 shares; 2026Q1: 1,983 shares 1,983 $357K 0.02% 0 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: 322 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,096 shares 1,096 $357K 0.02% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,263 shares; 2026Q1: 1,452 shares 1,452 $355K 0.02% +189 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,911 shares; 2025Q1: 3,069 shares; 2025Q2: 1,678 shares; 2025Q3: 1,361 shares; 2025Q4: 1,855 shares; 2026Q1: 1,393 shares 1,393 $355K 0.02% -462 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: not reported; 2025Q1: 4,491 shares; 2025Q2: 2,955 shares; 2025Q3: 4,710 shares; 2025Q4: 4,707 shares; 2026Q1: 4,878 shares 4,878 $350K 0.02% +171 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,963 shares; 2026Q1: 4,963 shares 4,963 $349K 0.02% 0 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: 1,645 shares; 2025Q4: 1,973 shares; 2026Q1: 2,284 shares 2,284 $349K 0.02% +311 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: 3,888 shares; 2025Q4: 3,627 shares; 2026Q1: 3,572 shares 3,572 $348K 0.02% -55 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: 16,217 shares; 2025Q2: 26,528 shares; 2025Q3: 27,887 shares; 2025Q4: 28,462 shares; 2026Q1: 30,589 shares 30,589 $345K 0.02% +2,127 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: 1,273 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,992 shares; 2025Q3: 2,216 shares; 2025Q4: 2,197 shares; 2026Q1: 2,098 shares 2,098 $344K 0.02% -99 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: 199 shares; 2024Q4: 761 shares; 2025Q1: 1,080 shares; 2025Q2: 1,444 shares; 2025Q3: 1,565 shares; 2025Q4: 1,915 shares; 2026Q1: 1,412 shares 1,412 $343K 0.02% -503 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,250 shares; 2026Q1: 6,320 shares 6,320 $342K 0.02% +70 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,080 shares; 2025Q1: 50,047 shares; 2025Q2: 45,295 shares; 2025Q3: 43,129 shares; 2025Q4: 42,704 shares; 2026Q1: 41,992 shares 41,992 $341K 0.02% -712 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: 2,757 shares; 2024Q4: 4,638 shares; 2025Q1: 6,509 shares; 2025Q2: 5,261 shares; 2025Q3: 6,433 shares; 2025Q4: 6,194 shares; 2026Q1: 3,931 shares 3,931 $341K 0.02% -2,263 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,172 shares 5,172 $338K 0.02% new 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: 3,009 shares; 2025Q2: not reported; 2025Q3: 3,134 shares; 2025Q4: 3,266 shares; 2026Q1: 3,615 shares 3,615 $336K 0.02% +349 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: 803 shares; 2024Q4: 1,138 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,166 shares; 2025Q4: 1,279 shares; 2026Q1: 1,344 shares 1,344 $336K 0.02% +65 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: not reported; 2025Q1: 2,291 shares; 2025Q2: not reported; 2025Q3: 2,516 shares; 2025Q4: 2,813 shares; 2026Q1: 5,351 shares 5,351 $336K 0.02% +2,538 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,026 shares; 2026Q1: 2,026 shares 2,026 $336K 0.02% 0 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: 105 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,552 shares; 2026Q1: 1,607 shares 1,607 $333K 0.02% +55 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,684 shares 1,684 $332K 0.02% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 381 shares; 2025Q3: 392 shares; 2025Q4: 395 shares; 2026Q1: 446 shares 446 $329K 0.02% +51 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: 80 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,143 shares; 2026Q1: 4,859 shares 4,859 $328K 0.02% -284 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,055 shares; 2026Q1: 1,976 shares 1,976 $326K 0.02% -79 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 769 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 971 shares; 2025Q4: 985 shares; 2026Q1: 1,013 shares 1,013 $326K 0.02% +28 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,982 shares 4,982 $324K 0.02% new 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: 519 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,269 shares; 2026Q1: 22,292 shares 22,292 $320K 0.02% +3,023 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: not reported; 2025Q1: 2,657 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,079 shares 1,079 $320K 0.02% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,885 shares; 2025Q4: 7,173 shares; 2026Q1: 10,410 shares 10,410 $320K 0.02% +3,237 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,511 shares; 2025Q4: 2,940 shares; 2026Q1: 3,183 shares 3,183 $319K 0.02% +243 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: 520 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,275 shares; 2026Q1: 1,385 shares 1,385 $318K 0.02% +110 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,850 shares; 2026Q1: 3,858 shares 3,858 $318K 0.02% +8 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 10,552 shares; 2025Q1: 10,943 shares; 2025Q2: 10,788 shares; 2025Q3: 11,135 shares; 2025Q4: 10,921 shares; 2026Q1: 10,879 shares 10,879 $317K 0.02% -42 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: not reported; 2025Q1: 2,407 shares; 2025Q2: 2,608 shares; 2025Q3: 2,231 shares; 2025Q4: 3,098 shares; 2026Q1: 3,124 shares 3,124 $317K 0.02% +26 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,191 shares 4,191 $316K 0.02% new 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: 1,361 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,809 shares; 2025Q4: 3,448 shares; 2026Q1: 3,416 shares 3,416 $315K 0.02% -32 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,664 shares; 2026Q1: 6,251 shares 6,251 $313K 0.02% -413 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: not reported; 2025Q1: 5,613 shares; 2025Q2: 5,718 shares; 2025Q3: 6,205 shares; 2025Q4: 8,277 shares; 2026Q1: 7,283 shares 7,283 $312K 0.02% -994 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: 152 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 866 shares; 2026Q1: 1,971 shares 1,971 $312K 0.02% +1,105 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,023 shares; 2025Q3: 5,103 shares; 2025Q4: 5,146 shares; 2026Q1: 4,975 shares 4,975 $310K 0.02% -171 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 920 shares; 2025Q1: 989 shares; 2025Q2: 923 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,080 shares 1,080 $310K 0.02% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,564 shares; 2026Q1: 2,084 shares 2,084 $309K 0.02% +520 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,390 shares; 2026Q1: 1,479 shares 1,479 $308K 0.02% +89 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,288 shares 7,288 $304K 0.02% new Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,472 shares; 2025Q3: 4,786 shares; 2025Q4: 4,788 shares; 2026Q1: 4,665 shares 4,665 $303K 0.02% -123 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: not reported; 2025Q1: 1,735 shares; 2025Q2: 1,571 shares; 2025Q3: 1,849 shares; 2025Q4: 2,981 shares; 2026Q1: 1,885 shares 1,885 $297K 0.02% -1,096 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,689 shares 2,689 $295K 0.02% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares; 2026Q1: 965 shares 965 $294K 0.02% +215 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 673 shares; 2026Q1: 772 shares 772 $293K 0.02% +99 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: 76 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 743 shares; 2026Q1: 833 shares 833 $293K 0.02% +90 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 984 shares; 2025Q4: 1,134 shares; 2026Q1: 1,177 shares 1,177 $293K 0.02% +43 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 304 shares 304 $292K 0.02% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,004 shares; 2026Q1: 3,483 shares 3,483 $292K 0.02% +479 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,405 shares; 2026Q1: 2,627 shares 2,627 $291K 0.02% +222 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: 10,154 shares; 2025Q2: 13,491 shares; 2025Q3: 14,556 shares; 2025Q4: 14,219 shares; 2026Q1: 14,660 shares 14,660 $290K 0.02% +441 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 1,545 shares; 2025Q3: 2,070 shares; 2025Q4: 1,766 shares; 2026Q1: 1,648 shares 1,648 $289K 0.02% -118 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,774 shares; 2026Q1: 2,998 shares 2,998 $289K 0.02% +224 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 1,070 shares; 2025Q4: 1,073 shares; 2026Q1: 1,052 shares 1,052 $286K 0.02% -21 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: 1,495 shares; 2025Q2: 1,779 shares; 2025Q3: 1,545 shares; 2025Q4: 1,547 shares; 2026Q1: 1,561 shares 1,561 $286K 0.02% +14 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,271 shares; 2025Q4: 2,384 shares; 2026Q1: 2,522 shares 2,522 $285K 0.02% +138 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,536 shares; 2024Q4: 3,536 shares; 2025Q1: 3,536 shares; 2025Q2: 3,536 shares; 2025Q3: 3,536 shares; 2025Q4: 3,536 shares; 2026Q1: 3,536 shares 3,536 $285K 0.02% 0 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: 489 shares; 2024Q4: not reported; 2025Q1: 3,288 shares; 2025Q2: 1,826 shares; 2025Q3: 2,371 shares; 2025Q4: 4,199 shares; 2026Q1: 2,213 shares 2,213 $285K 0.02% -1,986 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,204 shares; 2025Q4: 4,948 shares; 2026Q1: 4,420 shares 4,420 $284K 0.02% -528 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 827 shares 827 $282K 0.02% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 288 shares 288 $282K 0.02% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 983 shares; 2026Q1: 1,001 shares 1,001 $281K 0.02% +18 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: not reported; 2025Q1: 1,627 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,935 shares 1,935 $280K 0.02% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,868 shares; 2025Q4: 1,873 shares; 2026Q1: 2,120 shares 2,120 $278K 0.02% +247 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,505 shares; 2026Q1: 5,139 shares 5,139 $277K 0.02% -1,366 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: not reported; 2025Q1: 532 shares; 2025Q2: not reported; 2025Q3: 436 shares; 2025Q4: 589 shares; 2026Q1: 562 shares 562 $276K 0.02% -27 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: 11 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 497 shares; 2026Q1: 777 shares 777 $275K 0.02% +280 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,548 shares; 2026Q1: 4,417 shares 4,417 $273K 0.02% -131 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 2,894 shares; 2025Q1: not reported; 2025Q2: 3,821 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,555 shares 6,555 $273K 0.02% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 845 shares; 2026Q1: 858 shares 858 $268K 0.02% +13 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,675 shares; 2024Q4: 6,093 shares; 2025Q1: 6,304 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,701 shares; 2026Q1: 4,465 shares 4,465 $268K 0.02% +764 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 391 shares 391 $266K 0.02% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,817 shares; 2026Q1: 2,820 shares 2,820 $264K 0.02% +3 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: 27 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 811 shares 811 $262K 0.02% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 731 shares 731 $262K 0.02% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,029 shares; 2025Q4: 5,062 shares; 2026Q1: 4,822 shares 4,822 $262K 0.02% -240 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: 10,234 shares; 2025Q4: 12,600 shares; 2026Q1: 15,362 shares 15,362 $261K 0.02% +2,762 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,142 shares; 2026Q1: 1,209 shares 1,209 $259K 0.02% +67 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: not reported; 2025Q1: 929 shares; 2025Q2: not reported; 2025Q3: 778 shares; 2025Q4: not reported; 2026Q1: 993 shares 993 $258K 0.02% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 547 shares; 2026Q1: 582 shares 582 $258K 0.02% +35 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,146 shares; 2026Q1: 1,302 shares 1,302 $257K 0.02% +156 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: 353 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,256 shares; 2026Q1: 4,649 shares 4,649 $257K 0.02% +393 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: 2,258 shares; 2024Q4: 4,343 shares; 2025Q1: 7,383 shares; 2025Q2: 7,353 shares; 2025Q3: 7,859 shares; 2025Q4: 10,243 shares; 2026Q1: 4,520 shares 4,520 $256K 0.02% -5,723 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: 1,010 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,839 shares; 2026Q1: 2,021 shares 2,021 $254K 0.02% +182 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,816 shares; 2026Q1: 19,649 shares 19,649 $253K 0.02% +5,833 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,508 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,531 shares 1,531 $253K 0.02% new Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 709 shares; 2025Q4: 716 shares; 2026Q1: 846 shares 846 $252K 0.02% +130 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 522 shares; 2026Q1: 533 shares 533 $252K 0.02% +11 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 769 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,971 shares; 2025Q3: 3,610 shares; 2025Q4: not reported; 2026Q1: 5,491 shares 5,491 $252K 0.02% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 352 shares; 2025Q4: not reported; 2026Q1: 368 shares 368 $251K 0.02% new Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: not reported; 2025Q1: 839 shares; 2025Q2: 854 shares; 2025Q3: 2,408 shares; 2025Q4: not reported; 2026Q1: 1,856 shares 1,856 $247K 0.02% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,287 shares; 2024Q4: 11,134 shares; 2025Q1: 10,424 shares; 2025Q2: 7,227 shares; 2025Q3: 9,090 shares; 2025Q4: 9,683 shares; 2026Q1: 9,551 shares 9,551 $247K 0.02% -132 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,426 shares; 2026Q1: 3,639 shares 3,639 $244K 0.02% +213 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 1,182 shares; 2025Q1: 1,149 shares; 2025Q2: not reported; 2025Q3: 1,275 shares; 2025Q4: 1,333 shares; 2026Q1: 1,230 shares 1,230 $244K 0.02% -103 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 7,086 shares; 2025Q1: 6,111 shares; 2025Q2: 5,815 shares; 2025Q3: 5,822 shares; 2025Q4: 3,339 shares; 2026Q1: 3,511 shares 3,511 $243K 0.02% +172 Timeline VCIT 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: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,174 shares; 2026Q1: 2,937 shares 2,937 $243K 0.02% -1,237 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: 3,357 shares; 2024Q4: 3,343 shares; 2025Q1: 3,343 shares; 2025Q2: 3,224 shares; 2025Q3: 3,567 shares; 2025Q4: 6,166 shares; 2026Q1: 2,498 shares 2,498 $243K 0.02% -3,668 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,345 shares; 2026Q1: 52,511 shares 52,511 $242K 0.02% +27,166 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,792 shares; 2025Q4: 2,809 shares; 2026Q1: 2,946 shares 2,946 $241K 0.02% +137 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 2,792 shares 2,792 $241K 0.02% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,391 shares 1,391 $239K 0.02% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 548 shares 548 $239K 0.02% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 647 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,735 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,100 shares 6,100 $238K 0.02% 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: not reported; 2025Q4: 3,734 shares; 2026Q1: 4,056 shares 4,056 $237K 0.02% +322 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP 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: 23,837 shares; 2026Q1: 24,152 shares 24,152 $237K 0.02% +315 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: 1,242 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,028 shares; 2026Q1: 3,932 shares 3,932 $237K 0.02% -1,096 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,380 shares; 2024Q4: 10,660 shares; 2025Q1: 10,660 shares; 2025Q2: 10,660 shares; 2025Q3: 10,734 shares; 2025Q4: 8,880 shares; 2026Q1: 8,880 shares 8,880 $236K 0.02% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,125 shares 1,125 $236K 0.02% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,073 shares; 2026Q1: 2,336 shares 2,336 $234K 0.02% +263 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 370 shares; 2026Q1: 416 shares 416 $234K 0.02% +46 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,822 shares; 2025Q4: 2,904 shares; 2026Q1: 3,407 shares 3,407 $232K 0.02% +503 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,174 shares 2,174 $231K 0.02% 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: 289 shares; 2024Q4: 1,165 shares; 2025Q1: 2,209 shares; 2025Q2: 1,037 shares; 2025Q3: 2,008 shares; 2025Q4: 3,338 shares; 2026Q1: 1,436 shares 1,436 $230K 0.02% -1,902 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: 16 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 815 shares 815 $230K 0.02% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,579 shares; 2025Q4: 1,606 shares; 2026Q1: 1,559 shares 1,559 $230K 0.02% -47 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,031 shares; 2025Q3: 1,277 shares; 2025Q4: not reported; 2026Q1: 1,702 shares 1,702 $227K 0.02% new 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: 1,555 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,129 shares; 2025Q4: 10,267 shares; 2026Q1: 10,634 shares 10,634 $226K 0.02% +367 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: 553 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,442 shares 2,442 $225K 0.02% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,430 shares 2,430 $225K 0.02% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,211 shares 5,211 $225K 0.02% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 715 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 648 shares; 2025Q4: 801 shares; 2026Q1: 466 shares 466 $224K 0.01% -335 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,094 shares 1,094 $223K 0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,938 shares; 2025Q4: not reported; 2026Q1: 3,221 shares 3,221 $223K 0.01% new Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,974 shares; 2026Q1: 13,234 shares 13,234 $223K 0.01% -740 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,334 shares 4,334 $223K 0.01% new Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,233 shares; 2026Q1: 5,233 shares 5,233 $220K 0.01% 0 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: 318 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 898 shares 898 $219K 0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: not reported; 2025Q1: 1,218 shares; 2025Q2: not reported; 2025Q3: 1,075 shares; 2025Q4: not reported; 2026Q1: 945 shares 945 $219K 0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,605 shares; 2026Q1: 1,500 shares 1,500 $219K 0.01% -105 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,640 shares 1,640 $217K 0.01% new Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: 3,395 shares; 2025Q1: 3,773 shares; 2025Q2: 3,915 shares; 2025Q3: 4,782 shares; 2025Q4: not reported; 2026Q1: 5,699 shares 5,699 $217K 0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 2,619 shares; 2025Q1: 3,258 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,064 shares 1,064 $216K 0.01% new Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,412 shares 5,412 $215K 0.01% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 351 shares; 2025Q1: 433 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 882 shares 882 $215K 0.01% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 810 shares 810 $215K 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,564 shares 4,564 $214K 0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,535 shares 1,535 $214K 0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 239 shares 239 $214K 0.01% new 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: 377 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,256 shares; 2026Q1: 882 shares 882 $214K 0.01% -374 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,558 shares; 2025Q3: 6,238 shares; 2025Q4: 5,573 shares; 2026Q1: 5,048 shares 5,048 $213K 0.01% -525 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 510 shares; 2025Q1: 598 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 588 shares; 2026Q1: 378 shares 378 $213K 0.01% -210 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,397 shares; 2026Q1: 8,782 shares 8,782 $213K 0.01% +385 Timeline IWV 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: 573 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 698 shares; 2026Q1: 573 shares 573 $212K 0.01% -125 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,983 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,278 shares; 2025Q4: 6,210 shares; 2026Q1: 5,915 shares 5,915 $211K 0.01% -295 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 894 shares; 2025Q4: not reported; 2026Q1: 744 shares 744 $211K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,746 shares; 2026Q1: 2,637 shares 2,637 $211K 0.01% -109 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $211K 0.01% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,342 shares; 2025Q3: 8,319 shares; 2025Q4: not reported; 2026Q1: 9,753 shares 9,753 $211K 0.01% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,286 shares; 2024Q4: not reported; 2025Q1: 7,895 shares; 2025Q2: not reported; 2025Q3: 7,460 shares; 2025Q4: 7,443 shares; 2026Q1: 6,902 shares 6,902 $211K 0.01% -541 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,170 shares 4,170 $210K 0.01% new Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,259 shares; 2024Q4: 10,000 shares; 2025Q1: 11,129 shares; 2025Q2: 11,213 shares; 2025Q3: 11,412 shares; 2025Q4: 11,672 shares; 2026Q1: 11,479 shares 11,479 $210K 0.01% -193 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,560 shares 4,560 $210K 0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,522 shares; 2024Q4: 9,452 shares; 2025Q1: 12,326 shares; 2025Q2: 6,815 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,297 shares 7,297 $210K 0.01% new Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 1,922 shares 1,922 $209K 0.01% new Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,402 shares; 2025Q2: 6,303 shares; 2025Q3: 6,936 shares; 2025Q4: 6,462 shares; 2026Q1: 5,143 shares 5,143 $209K 0.01% -1,319 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 961 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,014 shares 3,014 $209K 0.01% new Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,764 shares; 2025Q4: not reported; 2026Q1: 2,117 shares 2,117 $208K 0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,077 shares 5,077 $208K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,610 shares 3,610 $208K 0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 786 shares; 2025Q2: 860 shares; 2025Q3: 807 shares; 2025Q4: 1,000 shares; 2026Q1: 1,211 shares 1,211 $207K 0.01% +211 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,782 shares; 2025Q4: not reported; 2026Q1: 2,440 shares 2,440 $207K 0.01% new Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,606 shares 3,606 $204K 0.01% new Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,077 shares 3,077 $204K 0.01% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,707 shares; 2025Q4: not reported; 2026Q1: 4,805 shares 4,805 $202K 0.01% new 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: 100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,764 shares 2,764 $201K 0.01% new 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: 12,748 shares; 2025Q4: 16,713 shares; 2026Q1: 23,632 shares 23,632 $188K 0.01% +6,919 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: 11,422 shares; 2024Q4: 12,372 shares; 2025Q1: 14,905 shares; 2025Q2: 10,330 shares; 2025Q3: 10,848 shares; 2025Q4: 22,244 shares; 2026Q1: 11,392 shares 11,392 $178K 0.01% -10,852 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: 11,136 shares; 2025Q3: 13,378 shares; 2025Q4: 12,644 shares; 2026Q1: 16,454 shares 16,454 $130K 0.01% +3,810 Timeline ASAN ASANA INC More: the full row for ASANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,989 shares 16,989 $109K 0.01% new Timeline HAFN HAFNIA LTD More: the full row for HAFNIA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,631 shares; 2025Q3: 16,917 shares; 2025Q4: 15,123 shares; 2026Q1: 13,983 shares 13,983 $106K 0.01% -1,140 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: not reported; 2025Q1: 11,769 shares; 2025Q2: 15,983 shares; 2025Q3: 36,304 shares; 2025Q4: 35,666 shares; 2026Q1: 16,075 shares 16,075 $106K 0.01% -19,591 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: not reported; 2025Q1: 13,038 shares; 2025Q2: 18,038 shares; 2025Q3: 33,138 shares; 2025Q4: 39,138 shares; 2026Q1: 44,061 shares 44,061 $99.6K 0.01% +4,923 Timeline NEXT NEXTDECADE CORP More: the full row for NEXTDECADE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,148 shares 12,148 $93.1K 0.01% new 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: 10,007 shares; 2025Q2: 10,958 shares; 2025Q3: 13,481 shares; 2025Q4: 13,360 shares; 2026Q1: 17,385 shares 17,385 $87.4K 0.01% +4,025 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: 3,599 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,197 shares; 2025Q3: 10,341 shares; 2025Q4: 10,363 shares; 2026Q1: 11,871 shares 11,871 $86.2K 0.01% +1,508 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,762 shares; 2024Q4: 17,933 shares; 2025Q1: 17,933 shares; 2025Q2: 17,990 shares; 2025Q3: 18,167 shares; 2025Q4: 18,365 shares; 2026Q1: 18,509 shares 18,509 $81.8K 0.01% +144 Timeline PLX PROTALIX BIOTHERAPEUTICS INC More: the full row for PROTALIX BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,976 shares; 2024Q4: 25,976 shares; 2025Q1: 25,976 shares; 2025Q2: 25,976 shares; 2025Q3: 25,975 shares; 2025Q4: 25,975 shares; 2026Q1: 26,051 shares 26,051 $56.5K <0.01% +76 Timeline URG UR-ENERGY INC More: the full row for UR-ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares 25,000 $37.2K <0.01% new Timeline MIST MILESTONE PHARMACEUTICALS IN More: the full row for MILESTONE PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,756 shares 14,756 $17.6K <0.01% new Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT 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: 16,180 shares 16,180 $11.4K <0.01% new Timeline ALIT ALIGHT INC More: the full row for ALIGHT 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: 15,044 shares 15,044 $8.77K <0.01% new Timeline