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: 1,535,858 shares; 2024Q4: 1,495,951 shares; 2025Q1: 1,295,525 shares; 2025Q2: 210,393 shares; 2025Q3: 219,941 shares; 2025Q4: 225,671 shares; 2026Q1: 234,031 shares 234,031 $75.1M 10.44% +8,360 Timeline FRDM 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: not reported; 2024Q4: 954,580 shares; 2025Q1: 204,242 shares; 2025Q2: 1,140,983 shares; 2025Q3: 1,173,034 shares; 2025Q4: 1,178,453 shares; 2026Q1: 1,035,228 shares 1,035,228 $56.6M 7.87% -143,225 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: 3,895,053 shares; 2024Q4: 3,930,631 shares; 2025Q1: 3,512,926 shares; 2025Q2: 600,028 shares; 2025Q3: 618,692 shares; 2025Q4: 608,408 shares; 2026Q1: 604,859 shares 604,859 $38.8M 5.39% -3,549 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: 720,087 shares; 2024Q4: 769,951 shares; 2025Q1: 717,914 shares; 2025Q2: 248,394 shares; 2025Q3: 263,621 shares; 2025Q4: 289,840 shares; 2026Q1: 318,149 shares 318,149 $23.4M 3.26% +28,309 Timeline ESGD 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: 844,259 shares; 2024Q4: 909,767 shares; 2025Q1: 805,253 shares; 2025Q2: 184,913 shares; 2025Q3: 202,420 shares; 2025Q4: 206,533 shares; 2026Q1: 215,582 shares 215,582 $20.6M 2.87% +9,049 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: 2,211,011 shares; 2024Q4: 2,016,137 shares; 2025Q1: 1,814,957 shares; 2025Q2: 337,110 shares; 2025Q3: 347,043 shares; 2025Q4: 355,387 shares; 2026Q1: 357,688 shares 357,688 $19.3M 2.69% +2,301 Timeline SUSL 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: 103,911 shares; 2024Q4: 110,771 shares; 2025Q1: 119,336 shares; 2025Q2: 127,760 shares; 2025Q3: 143,280 shares; 2025Q4: 148,459 shares; 2026Q1: 156,004 shares 156,004 $17.7M 2.46% +7,545 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 589,659 shares; 2024Q4: 591,629 shares; 2025Q1: 530,703 shares; 2025Q2: 157,618 shares; 2025Q3: 148,758 shares; 2025Q4: 159,210 shares; 2026Q1: 164,434 shares 164,434 $17.5M 2.44% +5,224 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: 106,977 shares; 2024Q4: 76,864 shares; 2025Q1: 72,706 shares; 2025Q2: 68,122 shares; 2025Q3: 68,994 shares; 2025Q4: 67,273 shares; 2026Q1: 66,098 shares 66,098 $16.8M 2.33% -1,175 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 944,231 shares; 2024Q4: 936,540 shares; 2025Q1: 836,930 shares; 2025Q2: 114,387 shares; 2025Q3: 107,603 shares; 2025Q4: 110,702 shares; 2026Q1: 122,531 shares 122,531 $13M 1.81% +11,829 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: 361,870 shares; 2024Q4: 359,195 shares; 2025Q1: 310,932 shares; 2025Q2: 56,001 shares; 2025Q3: 58,824 shares; 2025Q4: 60,085 shares; 2026Q1: 61,040 shares 61,040 $12M 1.67% +955 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: 23,563 shares; 2024Q4: 29,101 shares; 2025Q1: 30,846 shares; 2025Q2: 32,290 shares; 2025Q3: 59,711 shares; 2025Q4: 63,726 shares; 2026Q1: 67,091 shares 67,091 $11.7M 1.63% +3,365 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: 183,628 shares; 2024Q4: 181,938 shares; 2025Q1: 159,845 shares; 2025Q2: 34,645 shares; 2025Q3: 37,956 shares; 2025Q4: 39,351 shares; 2026Q1: 40,685 shares 40,685 $10.7M 1.48% +1,334 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: 30,026 shares; 2024Q4: 31,702 shares; 2025Q1: 29,231 shares; 2025Q2: 28,592 shares; 2025Q3: 27,922 shares; 2025Q4: 27,479 shares; 2026Q1: 26,433 shares 26,433 $9.78M 1.36% -1,046 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: 13,645 shares; 2024Q4: 12,938 shares; 2025Q1: 11,605 shares; 2025Q2: 11,038 shares; 2025Q3: 10,357 shares; 2025Q4: 97,639 shares; 2026Q1: 86,393 shares 86,393 $8.31M 1.16% -11,246 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: 34,816 shares; 2024Q4: 34,659 shares; 2025Q1: 30,072 shares; 2025Q2: 24,166 shares; 2025Q3: 30,777 shares; 2025Q4: 30,178 shares; 2026Q1: 28,765 shares 28,765 $8.27M 1.15% -1,413 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: 143,279 shares; 2024Q4: 140,604 shares; 2025Q1: 122,069 shares; 2025Q2: 24,651 shares; 2025Q3: 26,205 shares; 2025Q4: 27,165 shares; 2026Q1: 27,806 shares 27,806 $7.99M 1.11% +641 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,418 shares; 2024Q4: 105,596 shares; 2025Q1: 103,915 shares; 2025Q2: 72,546 shares; 2025Q3: 75,679 shares; 2025Q4: 80,713 shares; 2026Q1: 83,269 shares 83,269 $7.82M 1.09% +2,556 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: 21,702 shares; 2024Q4: 18,607 shares; 2025Q1: 15,106 shares; 2025Q2: 14,056 shares; 2025Q3: 13,338 shares; 2025Q4: 13,114 shares; 2026Q1: 13,089 shares 13,089 $7.49M 1.04% -25 Timeline JMSI 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: 11,729 shares; 2024Q4: 131,506 shares; 2025Q1: 121,134 shares; 2025Q2: 111,345 shares; 2025Q3: 126,002 shares; 2025Q4: 138,876 shares; 2026Q1: 147,984 shares 147,984 $7.36M 1.02% +9,108 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: 258,524 shares; 2024Q4: 276,709 shares; 2025Q1: 252,427 shares; 2025Q2: 83,853 shares; 2025Q3: 82,874 shares; 2025Q4: 86,017 shares; 2026Q1: 88,808 shares 88,808 $6.96M 0.97% +2,791 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: 29,890 shares; 2024Q4: 29,458 shares; 2025Q1: 14,117 shares; 2025Q2: 18,530 shares; 2025Q3: 20,377 shares; 2025Q4: 19,900 shares; 2026Q1: 24,257 shares 24,257 $6.96M 0.97% +4,357 Timeline PRF 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: 138,562 shares; 2024Q4: 139,115 shares; 2025Q1: 139,115 shares; 2025Q2: 139,305 shares; 2025Q3: 139,305 shares; 2025Q4: 139,106 shares; 2026Q1: 139,502 shares 139,502 $6.63M 0.92% +396 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: 242,260 shares; 2024Q4: 634,796 shares; 2025Q1: 341,969 shares; 2025Q2: 257,871 shares; 2025Q3: 252,455 shares; 2025Q4: 259,636 shares; 2026Q1: 261,911 shares 261,911 $6.57M 0.91% +2,275 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: 42,909 shares; 2024Q4: 38,664 shares; 2025Q1: 36,497 shares; 2025Q2: 35,295 shares; 2025Q3: 35,806 shares; 2025Q4: 32,888 shares; 2026Q1: 31,251 shares 31,251 $6.51M 0.91% -1,637 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: 150,157 shares; 2024Q4: 109,622 shares; 2025Q1: 63,577 shares; 2025Q2: 60,917 shares; 2025Q3: 58,912 shares; 2025Q4: 59,732 shares; 2026Q1: 59,041 shares 59,041 $5.34M 0.74% -691 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,208 shares; 2024Q4: 124,638 shares; 2025Q1: 122,426 shares; 2025Q2: 114,193 shares; 2025Q3: 119,590 shares; 2025Q4: 130,355 shares; 2026Q1: 134,202 shares 134,202 $4.94M 0.69% +3,847 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,617 shares; 2024Q4: 116,116 shares; 2025Q1: 118,426 shares; 2025Q2: 123,978 shares; 2025Q3: 191,808 shares; 2025Q4: 232,520 shares; 2026Q1: 234,002 shares 234,002 $4.57M 0.64% +1,482 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,313 shares; 2024Q4: 107,959 shares; 2025Q1: 114,140 shares; 2025Q2: 115,980 shares; 2025Q3: 119,717 shares; 2025Q4: 231,080 shares; 2026Q1: 232,541 shares 232,541 $4.56M 0.63% +1,461 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: 112,424 shares; 2024Q4: 111,595 shares; 2025Q1: 111,595 shares; 2025Q2: 110,105 shares; 2025Q3: 110,105 shares; 2025Q4: 100,182 shares; 2026Q1: 90,267 shares 90,267 $4.54M 0.63% -9,915 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,340 shares; 2024Q4: 200,911 shares; 2025Q1: 184,540 shares; 2025Q2: 78,469 shares; 2025Q3: 81,630 shares; 2025Q4: 86,252 shares; 2026Q1: 89,730 shares 89,730 $4.5M 0.63% +3,478 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,439 shares; 2024Q4: 8,456 shares; 2025Q1: 8,497 shares; 2025Q2: 8,239 shares; 2025Q3: 7,755 shares; 2025Q4: 7,569 shares; 2026Q1: 7,780 shares 7,780 $3.77M 0.52% +211 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: 10,744 shares; 2024Q4: 4,923 shares; 2025Q1: 4,925 shares; 2025Q2: 4,793 shares; 2025Q3: 4,795 shares; 2025Q4: 4,797 shares; 2026Q1: 5,297 shares 5,297 $3.45M 0.48% +500 Timeline VOE 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: 127,705 shares; 2024Q4: 124,921 shares; 2025Q1: 109,424 shares; 2025Q2: 16,000 shares; 2025Q3: 16,776 shares; 2025Q4: 17,362 shares; 2026Q1: 17,744 shares 17,744 $3.27M 0.45% +382 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: 3,800 shares; 2024Q4: 3,579 shares; 2025Q1: 3,581 shares; 2025Q2: 3,521 shares; 2025Q3: 3,269 shares; 2025Q4: 3,217 shares; 2026Q1: 3,274 shares 3,274 $3.01M 0.42% +57 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: 16,647 shares; 2024Q4: 14,146 shares; 2025Q1: 15,993 shares; 2025Q2: 13,734 shares; 2025Q3: 23,602 shares; 2025Q4: 23,494 shares; 2026Q1: 23,577 shares 23,577 $2.84M 0.39% +83 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: 70,386 shares; 2024Q4: 66,950 shares; 2025Q1: 58,976 shares; 2025Q2: 41,723 shares; 2025Q3: 42,346 shares; 2025Q4: 42,111 shares; 2026Q1: 41,952 shares 41,952 $2.83M 0.39% -159 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,801 shares; 2024Q4: 113,690 shares; 2025Q1: 120,688 shares; 2025Q2: 122,770 shares; 2025Q3: 126,705 shares; 2025Q4: 136,796 shares; 2026Q1: 137,926 shares 137,926 $2.57M 0.36% +1,130 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,162 shares; 2024Q4: 103,597 shares; 2025Q1: 109,823 shares; 2025Q2: 111,474 shares; 2025Q3: 115,056 shares; 2025Q4: 124,306 shares; 2026Q1: 125,936 shares 125,936 $2.57M 0.36% +1,630 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: 101,938 shares; 2024Q4: 75,830 shares; 2025Q1: 50,146 shares; 2025Q2: 34,792 shares; 2025Q3: 34,322 shares; 2025Q4: 37,205 shares; 2026Q1: 36,828 shares 36,828 $2.57M 0.36% -377 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,767 shares; 2024Q4: 89,944 shares; 2025Q1: 98,003 shares; 2025Q2: 99,941 shares; 2025Q3: 103,829 shares; 2025Q4: 151,359 shares; 2026Q1: 152,829 shares 152,829 $2.56M 0.36% +1,470 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: 5,125 shares; 2024Q4: 5,112 shares; 2025Q1: 5,242 shares; 2025Q2: 5,560 shares; 2025Q3: 6,765 shares; 2025Q4: 6,637 shares; 2026Q1: 6,651 shares 6,651 $2.27M 0.32% +14 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: 15,766 shares; 2024Q4: 2,832 shares; 2025Q1: 2,836 shares; 2025Q2: 2,445 shares; 2025Q3: 3,103 shares; 2025Q4: 3,257 shares; 2026Q1: 3,283 shares 3,283 $2.14M 0.3% +26 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 3,060 shares; 2025Q1: 3,020 shares; 2025Q2: 2,863 shares; 2025Q3: 2,587 shares; 2025Q4: 2,457 shares; 2026Q1: 2,468 shares 2,468 $2.09M 0.29% +11 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: 576 shares; 2024Q4: 538 shares; 2025Q1: 550 shares; 2025Q2: 690 shares; 2025Q3: 1,887 shares; 2025Q4: 1,814 shares; 2026Q1: 1,473 shares 1,473 $1.95M 0.27% -341 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,288 shares; 2024Q4: 71,354 shares; 2025Q1: 76,555 shares; 2025Q2: 78,195 shares; 2025Q3: 81,688 shares; 2025Q4: 91,222 shares; 2026Q1: 90,810 shares 90,810 $1.92M 0.27% -412 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,431 shares; 2024Q4: 72,776 shares; 2025Q1: 78,379 shares; 2025Q2: 80,064 shares; 2025Q3: 83,405 shares; 2025Q4: 92,999 shares; 2026Q1: 92,798 shares 92,798 $1.91M 0.27% -201 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,172 shares; 2025Q1: 75,356 shares; 2025Q2: 77,198 shares; 2025Q3: 81,173 shares; 2025Q4: 92,478 shares; 2026Q1: 92,242 shares 92,242 $1.91M 0.27% -236 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,844 shares; 2024Q4: 91,155 shares; 2025Q1: 98,856 shares; 2025Q2: 100,843 shares; 2025Q3: 104,813 shares; 2025Q4: 115,860 shares; 2026Q1: 115,611 shares 115,611 $1.9M 0.26% -249 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 4,761 shares; 2025Q1: 4,870 shares; 2025Q2: 5,414 shares; 2025Q3: 19,221 shares; 2025Q4: 18,276 shares; 2026Q1: 22,667 shares 22,667 $1.9M 0.26% +4,391 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89,327 shares; 2026Q1: 89,668 shares 89,668 $1.84M 0.26% +341 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: 7,555 shares; 2024Q4: 6,508 shares; 2025Q1: 7,373 shares; 2025Q2: 6,064 shares; 2025Q3: 5,781 shares; 2025Q4: 5,460 shares; 2026Q1: 6,034 shares 6,034 $1.82M 0.25% +574 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: 18,296 shares; 2024Q4: 15,970 shares; 2025Q1: 11,137 shares; 2025Q2: 10,545 shares; 2025Q3: 10,032 shares; 2025Q4: 9,917 shares; 2026Q1: 11,912 shares 11,912 $1.82M 0.25% +1,995 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: 3,297 shares; 2024Q4: 3,410 shares; 2025Q1: 3,337 shares; 2025Q2: 2,876 shares; 2025Q3: 12,618 shares; 2025Q4: 12,620 shares; 2026Q1: 12,928 shares 12,928 $1.8M 0.25% +308 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: 4,893 shares; 2024Q4: 4,466 shares; 2025Q1: 4,097 shares; 2025Q2: 4,326 shares; 2025Q3: 3,868 shares; 2025Q4: 4,039 shares; 2026Q1: 4,839 shares 4,839 $1.8M 0.25% +800 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: 28,711 shares; 2024Q4: 19,665 shares; 2025Q1: 19,433 shares; 2025Q2: 14,682 shares; 2025Q3: 14,745 shares; 2025Q4: 14,423 shares; 2026Q1: 14,326 shares 14,326 $1.78M 0.25% -97 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: 2,194 shares; 2024Q4: 1,747 shares; 2025Q1: 1,611 shares; 2025Q2: 1,560 shares; 2025Q3: 5,405 shares; 2025Q4: 5,291 shares; 2026Q1: 5,441 shares 5,441 $1.77M 0.25% +150 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: 1,927 shares; 2024Q4: 1,875 shares; 2025Q1: 1,785 shares; 2025Q2: 1,385 shares; 2025Q3: 7,894 shares; 2025Q4: 6,938 shares; 2026Q1: 7,155 shares 7,155 $1.75M 0.24% +217 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: 111,255 shares; 2024Q4: 106,264 shares; 2025Q1: 105,510 shares; 2025Q2: 96,888 shares; 2025Q3: 85,645 shares; 2025Q4: 81,610 shares; 2026Q1: 80,046 shares 80,046 $1.73M 0.24% -1,564 Timeline SUSA 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: 234,381 shares; 2024Q4: 233,514 shares; 2025Q1: 200,854 shares; 2025Q2: 13,582 shares; 2025Q3: 13,347 shares; 2025Q4: 13,365 shares; 2026Q1: 13,005 shares 13,005 $1.72M 0.24% -360 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: 4,045 shares; 2024Q4: 3,317 shares; 2025Q1: 3,615 shares; 2025Q2: 4,398 shares; 2025Q3: 4,454 shares; 2025Q4: 5,156 shares; 2026Q1: 5,486 shares 5,486 $1.7M 0.24% +330 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: 2,260 shares; 2024Q4: 2,393 shares; 2025Q1: not reported; 2025Q2: 2,845 shares; 2025Q3: 5,941 shares; 2025Q4: 6,268 shares; 2026Q1: 6,641 shares 6,641 $1.66M 0.23% +373 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,381 shares; 2024Q4: 1,414 shares; 2025Q1: 2,390 shares; 2025Q2: 3,960 shares; 2025Q3: 6,917 shares; 2025Q4: 7,138 shares; 2026Q1: 6,811 shares 6,811 $1.65M 0.23% -327 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,212 shares; 2025Q2: 1,695 shares; 2025Q3: 1,892 shares; 2025Q4: 1,854 shares; 2026Q1: 1,855 shares 1,855 $1.62M 0.23% +1 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: 3,220 shares; 2024Q4: 2,321 shares; 2025Q1: 2,689 shares; 2025Q2: 2,689 shares; 2025Q3: 3,179 shares; 2025Q4: 3,179 shares; 2026Q1: 3,663 shares 3,663 $1.56M 0.22% +484 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: 3,259 shares; 2024Q4: 3,210 shares; 2025Q1: 3,101 shares; 2025Q2: 3,123 shares; 2025Q3: 2,940 shares; 2025Q4: 2,952 shares; 2026Q1: 3,102 shares 3,102 $1.55M 0.22% +150 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: 9,918 shares; 2024Q4: 10,358 shares; 2025Q1: 9,849 shares; 2025Q2: 9,387 shares; 2025Q3: 8,426 shares; 2025Q4: 8,703 shares; 2026Q1: 9,495 shares 9,495 $1.52M 0.21% +792 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: 12,982 shares; 2024Q4: 12,630 shares; 2025Q1: 8,144 shares; 2025Q2: 7,938 shares; 2025Q3: 8,104 shares; 2025Q4: 8,284 shares; 2026Q1: 5,697 shares 5,697 $1.52M 0.21% -2,587 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: 2,680 shares; 2024Q4: 2,662 shares; 2025Q1: 2,179 shares; 2025Q2: 2,680 shares; 2025Q3: 2,542 shares; 2025Q4: 2,509 shares; 2026Q1: 2,523 shares 2,523 $1.51M 0.21% +14 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: 15,961 shares; 2024Q4: 15,905 shares; 2025Q1: 16,305 shares; 2025Q2: 15,856 shares; 2025Q3: 12,801 shares; 2025Q4: 11,992 shares; 2026Q1: 10,892 shares 10,892 $1.48M 0.21% -1,100 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: 15,054 shares; 2024Q4: 17,342 shares; 2025Q1: 17,492 shares; 2025Q2: 17,150 shares; 2025Q3: 18,088 shares; 2025Q4: 18,219 shares; 2026Q1: 17,861 shares 17,861 $1.47M 0.2% -358 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: 1,691 shares; 2024Q4: 1,421 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,950 shares; 2025Q4: 6,662 shares; 2026Q1: 8,987 shares 8,987 $1.4M 0.19% +2,325 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: 14,414 shares; 2024Q4: 12,917 shares; 2025Q1: 12,189 shares; 2025Q2: 10,694 shares; 2025Q3: 8,455 shares; 2025Q4: 7,791 shares; 2026Q1: 8,121 shares 8,121 $1.39M 0.19% +330 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: 13,591 shares; 2024Q4: 14,512 shares; 2025Q1: 14,571 shares; 2025Q2: 12,433 shares; 2025Q3: 11,563 shares; 2025Q4: 11,235 shares; 2026Q1: 11,517 shares 11,517 $1.37M 0.19% +282 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,511 shares; 2025Q3: 1,280 shares; 2025Q4: 1,203 shares; 2026Q1: 1,224 shares 1,224 $1.34M 0.19% +21 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,812 shares; 2024Q4: 42,017 shares; 2025Q1: 22,258 shares; 2025Q2: 22,551 shares; 2025Q3: 22,623 shares; 2025Q4: 23,133 shares; 2026Q1: 22,767 shares 22,767 $1.29M 0.18% -366 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: 4,194 shares; 2024Q4: 3,790 shares; 2025Q1: 3,885 shares; 2025Q2: 3,697 shares; 2025Q3: 4,351 shares; 2025Q4: 4,441 shares; 2026Q1: 4,378 shares 4,378 $1.29M 0.18% -63 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,701 shares; 2025Q1: 3,881 shares; 2025Q2: 4,173 shares; 2025Q3: 2,470 shares; 2025Q4: 2,079 shares; 2026Q1: 1,822 shares 1,822 $1.28M 0.18% -257 Timeline EMLC 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: 213,345 shares; 2024Q4: 227,996 shares; 2025Q1: 48,812 shares; 2025Q2: 43,496 shares; 2025Q3: 45,208 shares; 2025Q4: 49,348 shares; 2026Q1: 50,711 shares 50,711 $1.27M 0.18% +1,363 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,981 shares; 2024Q4: 3,981 shares; 2025Q1: 3,641 shares; 2025Q2: 3,543 shares; 2025Q3: 3,613 shares; 2025Q4: 3,613 shares; 2026Q1: 3,516 shares 3,516 $1.25M 0.17% -97 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: 9,353 shares; 2024Q4: 7,982 shares; 2025Q1: 7,120 shares; 2025Q2: 6,309 shares; 2025Q3: 6,317 shares; 2025Q4: 6,254 shares; 2026Q1: 6,564 shares 6,564 $1.23M 0.17% +310 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: 22,448 shares; 2024Q4: 19,767 shares; 2025Q1: 36,742 shares; 2025Q2: 43,542 shares; 2025Q3: 44,377 shares; 2025Q4: 40,036 shares; 2026Q1: 43,044 shares 43,044 $1.21M 0.17% +3,008 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,385 shares; 2025Q4: 1,662 shares; 2026Q1: 1,682 shares 1,682 $1.19M 0.17% +20 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: 4,436 shares; 2024Q4: 4,538 shares; 2025Q1: 4,534 shares; 2025Q2: 3,108 shares; 2025Q3: 5,380 shares; 2025Q4: 4,932 shares; 2026Q1: 5,740 shares 5,740 $1.18M 0.16% +808 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: 4,445 shares; 2024Q4: 5,494 shares; 2025Q1: 6,302 shares; 2025Q2: 6,716 shares; 2025Q3: 6,147 shares; 2025Q4: 5,960 shares; 2026Q1: 5,923 shares 5,923 $1.17M 0.16% -37 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: 4,029 shares; 2024Q4: 4,042 shares; 2025Q1: 3,926 shares; 2025Q2: 4,100 shares; 2025Q3: 3,872 shares; 2025Q4: 3,722 shares; 2026Q1: 3,847 shares 3,847 $1.16M 0.16% +125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares; 2025Q4: 4,490 shares; 2026Q1: 4,556 shares 4,556 $1.16M 0.16% +66 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: 4,151 shares; 2024Q4: 4,487 shares; 2025Q1: 4,535 shares; 2025Q2: 4,367 shares; 2025Q3: 4,806 shares; 2025Q4: 5,149 shares; 2026Q1: 5,687 shares 5,687 $1.16M 0.16% +538 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: 5,758 shares 5,758 $1.14M 0.16% new 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: 10,374 shares; 2024Q4: 10,379 shares; 2025Q1: 11,038 shares; 2025Q2: 5,044 shares; 2025Q3: 5,169 shares; 2025Q4: 5,169 shares; 2026Q1: 5,308 shares 5,308 $1.13M 0.16% +139 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 71,715 shares; 2025Q1: 71,611 shares; 2025Q2: 65,417 shares; 2025Q3: 61,745 shares; 2025Q4: 58,059 shares; 2026Q1: 54,718 shares 54,718 $1.13M 0.16% -3,341 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: 8,048 shares; 2024Q4: 8,633 shares; 2025Q1: 9,561 shares; 2025Q2: 9,493 shares; 2025Q3: 4,778 shares; 2025Q4: 5,182 shares; 2026Q1: 4,794 shares 4,794 $1.1M 0.15% -388 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,786 shares; 2025Q2: 6,844 shares; 2025Q3: 22,210 shares; 2025Q4: 21,604 shares; 2026Q1: 23,137 shares 23,137 $1.07M 0.15% +1,533 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,524 shares; 2024Q4: 6,529 shares; 2025Q1: 6,894 shares; 2025Q2: 6,515 shares; 2025Q3: 6,137 shares; 2025Q4: 6,162 shares; 2026Q1: 7,287 shares 7,287 $1.07M 0.15% +1,125 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: 5,587 shares; 2024Q4: 11,263 shares; 2025Q1: 11,147 shares; 2025Q2: 11,006 shares; 2025Q3: 10,518 shares; 2025Q4: 10,484 shares; 2026Q1: 9,283 shares 9,283 $1.07M 0.15% -1,201 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,306 shares; 2025Q1: 3,437 shares; 2025Q2: 3,259 shares; 2025Q3: 3,667 shares; 2025Q4: 2,812 shares; 2026Q1: 3,221 shares 3,221 $1.06M 0.15% +409 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: 3,071 shares; 2024Q4: 3,045 shares; 2025Q1: 2,995 shares; 2025Q2: 2,838 shares; 2025Q3: 2,610 shares; 2025Q4: 2,504 shares; 2026Q1: 2,451 shares 2,451 $1.04M 0.14% -53 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: 282 shares; 2024Q4: 286 shares; 2025Q1: 276 shares; 2025Q2: 259 shares; 2025Q3: 237 shares; 2025Q4: 260 shares; 2026Q1: 241 shares 241 $1.01M 0.14% -19 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,784 shares; 2025Q3: 15,471 shares; 2025Q4: 14,807 shares; 2026Q1: 15,763 shares 15,763 $1.01M 0.14% +956 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: 9,979 shares; 2024Q4: 9,199 shares; 2025Q1: 7,150 shares; 2025Q2: 6,909 shares; 2025Q3: 6,418 shares; 2025Q4: 5,826 shares; 2026Q1: 7,097 shares 7,097 $989K 0.14% +1,271 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,007 shares; 2024Q4: 4,369 shares; 2025Q1: 4,559 shares; 2025Q2: 3,760 shares; 2025Q3: 3,507 shares; 2025Q4: 3,343 shares; 2026Q1: 3,183 shares 3,183 $967K 0.13% -160 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: 4,618 shares; 2024Q4: 4,724 shares; 2025Q1: 4,578 shares; 2025Q2: 3,243 shares; 2025Q3: 4,716 shares; 2025Q4: 5,642 shares; 2026Q1: 5,871 shares 5,871 $966K 0.13% +229 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,462 shares; 2026Q1: 1,112 shares 1,112 $962K 0.13% -350 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: 19,099 shares; 2024Q4: 13,798 shares; 2025Q1: 20,938 shares; 2025Q2: 19,201 shares; 2025Q3: 19,381 shares; 2025Q4: 18,171 shares; 2026Q1: 17,417 shares 17,417 $961K 0.13% -754 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,089 shares; 2024Q4: 3,702 shares; 2025Q1: 2,726 shares; 2025Q2: 2,066 shares; 2025Q3: 1,738 shares; 2025Q4: 1,925 shares; 2026Q1: 2,730 shares 2,730 $961K 0.13% +805 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,248 shares; 2024Q4: 2,255 shares; 2025Q1: 2,139 shares; 2025Q2: 2,273 shares; 2025Q3: 2,068 shares; 2025Q4: 1,936 shares; 2026Q1: 1,951 shares 1,951 $957K 0.13% +15 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: 1,287 shares; 2024Q4: 1,357 shares; 2025Q1: 1,545 shares; 2025Q2: 1,817 shares; 2025Q3: 2,250 shares; 2025Q4: 2,155 shares; 2026Q1: 1,943 shares 1,943 $955K 0.13% -212 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: 5,238 shares; 2024Q4: 6,947 shares; 2025Q1: 4,198 shares; 2025Q2: 4,632 shares; 2025Q3: 10,986 shares; 2025Q4: 11,824 shares; 2026Q1: 12,275 shares 12,275 $952K 0.13% +451 Timeline JSTC 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: 24,851 shares; 2024Q4: 48,761 shares; 2025Q1: 48,761 shares; 2025Q2: 48,758 shares; 2025Q3: 48,758 shares; 2025Q4: 48,758 shares; 2026Q1: 48,758 shares 48,758 $950K 0.13% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,689 shares; 2024Q4: 4,004 shares; 2025Q1: 3,799 shares; 2025Q2: 3,361 shares; 2025Q3: 5,083 shares; 2025Q4: 4,800 shares; 2026Q1: 5,056 shares 5,056 $943K 0.13% +256 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,987 shares; 2025Q2: 2,663 shares; 2025Q3: 4,316 shares; 2025Q4: 4,156 shares; 2026Q1: 4,362 shares 4,362 $932K 0.13% +206 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,320 shares; 2024Q4: 6,376 shares; 2025Q1: 6,382 shares; 2025Q2: 5,995 shares; 2025Q3: 4,994 shares; 2025Q4: 4,494 shares; 2026Q1: 4,411 shares 4,411 $926K 0.13% -83 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,066 shares; 2025Q4: 7,110 shares; 2026Q1: 8,160 shares 8,160 $924K 0.13% +1,050 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,513 shares; 2025Q2: 8,423 shares; 2025Q3: 8,441 shares; 2025Q4: 8,459 shares; 2026Q1: 8,509 shares 8,509 $921K 0.13% +50 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: 41,672 shares; 2024Q4: 39,780 shares; 2025Q1: 15,426 shares; 2025Q2: 14,305 shares; 2025Q3: 18,349 shares; 2025Q4: 11,802 shares; 2026Q1: 12,723 shares 12,723 $915K 0.13% +921 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,899 shares; 2024Q4: 5,800 shares; 2025Q1: 6,270 shares; 2025Q2: 6,220 shares; 2025Q3: 12,112 shares; 2025Q4: 13,768 shares; 2026Q1: 12,522 shares 12,522 $908K 0.13% -1,246 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: 3,603 shares; 2024Q4: 3,450 shares; 2025Q1: 3,339 shares; 2025Q2: 3,296 shares; 2025Q3: 3,478 shares; 2025Q4: 3,184 shares; 2026Q1: 3,349 shares 3,349 $906K 0.13% +165 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: 56,743 shares; 2024Q4: 62,368 shares; 2025Q1: 56,609 shares; 2025Q2: 42,356 shares; 2025Q3: 47,284 shares; 2025Q4: 46,773 shares; 2026Q1: 45,718 shares 45,718 $903K 0.13% -1,055 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,896 shares; 2026Q1: 15,725 shares 15,725 $896K 0.12% +3,829 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,655 shares; 2025Q4: 4,183 shares; 2026Q1: 4,550 shares 4,550 $883K 0.12% +367 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: 24,757 shares; 2024Q4: 24,309 shares; 2025Q1: 25,173 shares; 2025Q2: 39,545 shares; 2025Q3: 35,541 shares; 2025Q4: 33,831 shares; 2026Q1: 30,288 shares 30,288 $878K 0.12% -3,543 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: 1,349 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,504 shares; 2025Q3: 3,748 shares; 2025Q4: 3,966 shares; 2026Q1: 4,297 shares 4,297 $874K 0.12% +331 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 2,103 shares; 2025Q1: 1,869 shares; 2025Q2: 2,206 shares; 2025Q3: 4,633 shares; 2025Q4: 4,162 shares; 2026Q1: 5,001 shares 5,001 $863K 0.12% +839 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: 2,155 shares; 2024Q4: 2,208 shares; 2025Q1: 1,548 shares; 2025Q2: 1,493 shares; 2025Q3: 1,864 shares; 2025Q4: 1,756 shares; 2026Q1: 1,869 shares 1,869 $862K 0.12% +113 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,288 shares; 2025Q1: 2,288 shares; 2025Q2: 2,288 shares; 2025Q3: 2,220 shares; 2025Q4: 2,220 shares; 2026Q1: 2,219 shares 2,219 $851K 0.12% -1 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: 1,547 shares; 2024Q4: 1,535 shares; 2025Q1: 1,495 shares; 2025Q2: 1,428 shares; 2025Q3: 1,301 shares; 2025Q4: 6,131 shares; 2026Q1: 8,045 shares 8,045 $841K 0.12% +1,914 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,575 shares; 2025Q4: 5,301 shares; 2026Q1: 6,092 shares 6,092 $829K 0.12% +791 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: 1,149 shares; 2024Q4: 1,000 shares; 2025Q1: 1,119 shares; 2025Q2: 1,143 shares; 2025Q3: 1,411 shares; 2025Q4: 1,313 shares; 2026Q1: 1,460 shares 1,460 $820K 0.11% +147 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: 7,204 shares; 2024Q4: 6,298 shares; 2025Q1: 6,757 shares; 2025Q2: 5,612 shares; 2025Q3: 5,939 shares; 2025Q4: 6,127 shares; 2026Q1: 6,190 shares 6,190 $818K 0.11% +63 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: 8,279 shares; 2024Q4: 8,344 shares; 2025Q1: 9,392 shares; 2025Q2: 10,144 shares; 2025Q3: 8,654 shares; 2025Q4: 7,970 shares; 2026Q1: 7,962 shares 7,962 $817K 0.11% -8 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: 284,496 shares; 2024Q4: 233,580 shares; 2025Q1: 233,057 shares; 2025Q2: 211,958 shares; 2025Q3: 195,003 shares; 2025Q4: 194,779 shares; 2026Q1: 161,989 shares 161,989 $815K 0.11% -32,790 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: 7,686 shares; 2024Q4: 7,538 shares; 2025Q1: 9,758 shares; 2025Q2: 7,343 shares; 2025Q3: 7,317 shares; 2025Q4: 7,169 shares; 2026Q1: 8,450 shares 8,450 $814K 0.11% +1,281 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,224 shares; 2025Q4: 12,326 shares; 2026Q1: 11,676 shares 11,676 $807K 0.11% -650 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: 20,695 shares; 2024Q4: 20,492 shares; 2025Q1: 20,040 shares; 2025Q2: 19,313 shares; 2025Q3: 15,984 shares; 2025Q4: 16,056 shares; 2026Q1: 16,042 shares 16,042 $805K 0.11% -14 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: 1,119 shares; 2024Q4: 1,060 shares; 2025Q1: 983 shares; 2025Q2: 972 shares; 2025Q3: 832 shares; 2025Q4: 826 shares; 2026Q1: 790 shares 790 $787K 0.11% -36 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: 3,593 shares; 2024Q4: 3,647 shares; 2025Q1: 3,619 shares; 2025Q2: 3,787 shares; 2025Q3: 3,144 shares; 2025Q4: 3,286 shares; 2026Q1: 3,962 shares 3,962 $785K 0.11% +676 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,439 shares; 2024Q4: 3,363 shares; 2025Q1: 3,311 shares; 2025Q2: 3,134 shares; 2025Q3: 3,231 shares; 2025Q4: 3,404 shares; 2026Q1: 3,353 shares 3,353 $774K 0.11% -51 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,668 shares; 2025Q4: 15,835 shares; 2026Q1: 17,279 shares 17,279 $763K 0.11% +1,444 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: 13,273 shares; 2024Q4: 13,923 shares; 2025Q1: 14,708 shares; 2025Q2: 13,729 shares; 2025Q3: 11,287 shares; 2025Q4: 10,825 shares; 2026Q1: 12,086 shares 12,086 $758K 0.11% +1,261 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS 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: 34,000 shares 34,000 $757K 0.11% new 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: 99,469 shares; 2024Q4: 99,868 shares; 2025Q1: 70,432 shares; 2025Q2: 62,702 shares; 2025Q3: 85,346 shares; 2025Q4: 89,076 shares; 2026Q1: 95,502 shares 95,502 $754K 0.1% +6,426 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,509 shares; 2025Q4: 7,813 shares; 2026Q1: 7,744 shares 7,744 $752K 0.1% -69 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: 2,213 shares; 2024Q4: 2,168 shares; 2025Q1: 2,124 shares; 2025Q2: 2,126 shares; 2025Q3: 1,779 shares; 2025Q4: 1,849 shares; 2026Q1: 1,915 shares 1,915 $748K 0.1% +66 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,736 shares; 2025Q4: 11,519 shares; 2026Q1: 15,123 shares 15,123 $741K 0.1% +3,604 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: 3,570 shares; 2024Q4: 3,409 shares; 2025Q1: 3,321 shares; 2025Q2: 3,041 shares; 2025Q3: 2,770 shares; 2025Q4: 2,693 shares; 2026Q1: 2,784 shares 2,784 $740K 0.1% +91 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,683 shares; 2025Q4: 3,862 shares; 2026Q1: 2,613 shares 2,613 $735K 0.1% -1,249 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,651 shares; 2025Q3: 4,895 shares; 2025Q4: 5,167 shares; 2026Q1: 3,946 shares 3,946 $723K 0.1% -1,221 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 2,794 shares; 2025Q1: 2,524 shares; 2025Q2: 2,360 shares; 2025Q3: 3,084 shares; 2025Q4: 3,551 shares; 2026Q1: 3,645 shares 3,645 $723K 0.1% +94 Timeline REPX RILEY EXPLORATION PERMIAN IN More: the full row for RILEY EXPLORATION PERMIAN IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,366 shares; 2025Q1: 11,166 shares; 2025Q2: 13,276 shares; 2025Q3: 16,163 shares; 2025Q4: 20,937 shares; 2026Q1: 19,398 shares 19,398 $707K 0.1% -1,539 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,233 shares; 2024Q4: 7,941 shares; 2025Q1: 11,854 shares; 2025Q2: 11,672 shares; 2025Q3: 9,850 shares; 2025Q4: 9,212 shares; 2026Q1: 10,060 shares 10,060 $698K 0.1% +848 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 462 shares; 2025Q4: 438 shares; 2026Q1: 473 shares 473 $696K 0.1% +35 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 4,670 shares; 2025Q1: 5,236 shares; 2025Q2: 5,449 shares; 2025Q3: 4,054 shares; 2025Q4: 4,909 shares; 2026Q1: 7,500 shares 7,500 $691K 0.1% +2,591 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,204 shares; 2024Q4: 7,204 shares; 2025Q1: 7,722 shares; 2025Q2: 7,138 shares; 2025Q3: 7,138 shares; 2025Q4: 7,138 shares; 2026Q1: 7,041 shares 7,041 $689K 0.1% -97 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,261 shares; 2024Q4: 7,281 shares; 2025Q1: 7,240 shares; 2025Q2: 6,533 shares; 2025Q3: 5,867 shares; 2025Q4: 5,507 shares; 2026Q1: 5,064 shares 5,064 $686K 0.1% -443 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: 2,403 shares; 2024Q4: 2,294 shares; 2025Q1: 2,811 shares; 2025Q2: 2,736 shares; 2025Q3: 2,159 shares; 2025Q4: 2,201 shares; 2026Q1: 2,087 shares 2,087 $686K 0.1% -114 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: 6,917 shares; 2024Q4: 7,006 shares; 2025Q1: 6,970 shares; 2025Q2: 7,156 shares; 2025Q3: 7,001 shares; 2025Q4: 7,248 shares; 2026Q1: 7,264 shares 7,264 $683K 0.09% +16 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,911 shares; 2024Q4: 36,223 shares; 2025Q1: 35,060 shares; 2025Q2: 32,373 shares; 2025Q3: 28,604 shares; 2025Q4: 22,702 shares; 2026Q1: 20,562 shares 20,562 $682K 0.09% -2,140 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: 4,255 shares; 2024Q4: 4,255 shares; 2025Q1: 2,580 shares; 2025Q2: 2,554 shares; 2025Q3: 2,554 shares; 2025Q4: 5,108 shares; 2026Q1: 5,108 shares 5,108 $679K 0.09% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,198 shares; 2025Q4: 8,021 shares; 2026Q1: 8,265 shares 8,265 $675K 0.09% +244 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,911 shares; 2025Q3: 3,441 shares; 2025Q4: 3,381 shares; 2026Q1: 3,661 shares 3,661 $668K 0.09% +280 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,211 shares 3,211 $662K 0.09% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,011 shares; 2025Q1: not reported; 2025Q2: 3,369 shares; 2025Q3: 5,138 shares; 2025Q4: 5,575 shares; 2026Q1: 5,685 shares 5,685 $657K 0.09% +110 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,327 shares; 2025Q3: 2,397 shares; 2025Q4: 2,143 shares; 2026Q1: 4,078 shares 4,078 $654K 0.09% +1,935 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,761 shares; 2024Q4: 1,654 shares; 2025Q1: 1,108 shares; 2025Q2: 877 shares; 2025Q3: 899 shares; 2025Q4: 881 shares; 2026Q1: 1,442 shares 1,442 $644K 0.09% +561 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: 1,623 shares; 2024Q4: 1,583 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,863 shares; 2025Q4: 2,675 shares; 2026Q1: 2,966 shares 2,966 $643K 0.09% +291 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,378 shares; 2025Q4: 1,819 shares; 2026Q1: 1,880 shares 1,880 $635K 0.09% +61 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 3,957 shares; 2025Q1: 3,841 shares; 2025Q2: 4,869 shares; 2025Q3: 4,574 shares; 2025Q4: 4,565 shares; 2026Q1: 5,384 shares 5,384 $633K 0.09% +819 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: 3,980 shares; 2024Q4: 4,405 shares; 2025Q1: 4,668 shares; 2025Q2: 3,923 shares; 2025Q3: 2,563 shares; 2025Q4: 2,372 shares; 2026Q1: 2,433 shares 2,433 $633K 0.09% +61 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: 1,920 shares; 2024Q4: 1,855 shares; 2025Q1: 1,712 shares; 2025Q2: 1,786 shares; 2025Q3: 1,474 shares; 2025Q4: 1,388 shares; 2026Q1: 1,446 shares 1,446 $625K 0.09% +58 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: 1,222 shares; 2024Q4: 601 shares; 2025Q1: not reported; 2025Q2: 437 shares; 2025Q3: 785 shares; 2025Q4: 1,038 shares; 2026Q1: 1,108 shares 1,108 $624K 0.09% +70 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,327 shares; 2024Q4: 15,250 shares; 2025Q1: 19,345 shares; 2025Q2: 15,381 shares; 2025Q3: 13,301 shares; 2025Q4: 11,889 shares; 2026Q1: 12,791 shares 12,791 $616K 0.09% +902 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,317 shares; 2025Q3: 5,289 shares; 2025Q4: 6,147 shares; 2026Q1: 12,484 shares 12,484 $609K 0.08% +6,337 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 1,424 shares; 2025Q1: 773 shares; 2025Q2: 792 shares; 2025Q3: 774 shares; 2025Q4: 863 shares; 2026Q1: 1,837 shares 1,837 $608K 0.08% +974 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: 1,027 shares; 2024Q4: 1,773 shares; 2025Q1: 1,967 shares; 2025Q2: 2,359 shares; 2025Q3: 1,870 shares; 2025Q4: 1,936 shares; 2026Q1: 2,046 shares 2,046 $604K 0.08% +110 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: 3,583 shares; 2024Q4: 3,275 shares; 2025Q1: 3,502 shares; 2025Q2: 4,015 shares; 2025Q3: 5,603 shares; 2025Q4: 6,234 shares; 2026Q1: 6,476 shares 6,476 $597K 0.08% +242 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,184 shares; 2025Q3: 4,281 shares; 2025Q4: 4,035 shares; 2026Q1: 5,043 shares 5,043 $595K 0.08% +1,008 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: 878 shares; 2024Q4: 878 shares; 2025Q1: 878 shares; 2025Q2: 878 shares; 2025Q3: 878 shares; 2025Q4: 1,037 shares; 2026Q1: 851 shares 851 $594K 0.08% -186 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: 3,624 shares; 2024Q4: 3,575 shares; 2025Q1: 3,758 shares; 2025Q2: 5,001 shares; 2025Q3: 3,993 shares; 2025Q4: 3,424 shares; 2026Q1: 3,488 shares 3,488 $590K 0.08% +64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,423 shares; 2025Q4: 8,672 shares; 2026Q1: 8,488 shares 8,488 $588K 0.08% -184 Timeline SCHA 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: 8,668 shares; 2024Q4: 17,464 shares; 2025Q1: 17,484 shares; 2025Q2: 21,112 shares; 2025Q3: 19,874 shares; 2025Q4: 20,357 shares; 2026Q1: 20,012 shares 20,012 $582K 0.08% -345 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,454 shares; 2024Q4: 2,793 shares; 2025Q1: 2,464 shares; 2025Q2: 2,675 shares; 2025Q3: 4,034 shares; 2025Q4: 4,428 shares; 2026Q1: 4,230 shares 4,230 $580K 0.08% -198 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,209 shares; 2026Q1: 2,132 shares 2,132 $577K 0.08% +923 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: 9,786 shares; 2024Q4: 7,528 shares; 2025Q1: 8,401 shares; 2025Q2: 7,372 shares; 2025Q3: 6,856 shares; 2025Q4: 6,598 shares; 2026Q1: 7,144 shares 7,144 $572K 0.08% +546 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 2,692 shares; 2025Q1: 2,611 shares; 2025Q2: 2,751 shares; 2025Q3: 2,499 shares; 2025Q4: 2,119 shares; 2026Q1: 2,074 shares 2,074 $567K 0.08% -45 Timeline VNQI 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: 243,174 shares; 2024Q4: 257,911 shares; 2025Q1: 234,918 shares; 2025Q2: 13,038 shares; 2025Q3: 12,455 shares; 2025Q4: 12,847 shares; 2026Q1: 12,725 shares 12,725 $566K 0.08% -122 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: 5,163 shares; 2024Q4: 2,886 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares; 2026Q1: 5,800 shares 5,800 $563K 0.08% +850 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: 3,732 shares; 2024Q4: 3,737 shares; 2025Q1: 3,680 shares; 2025Q2: 3,325 shares; 2025Q3: 10,585 shares; 2025Q4: 7,649 shares; 2026Q1: 12,275 shares 12,275 $562K 0.08% +4,626 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: 3,229 shares; 2024Q4: 3,225 shares; 2025Q1: 3,441 shares; 2025Q2: 2,766 shares; 2025Q3: 2,894 shares; 2025Q4: 2,776 shares; 2026Q1: 2,695 shares 2,695 $561K 0.08% -81 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: not reported; 2024Q4: not reported; 2025Q1: 1,698 shares; 2025Q2: 1,890 shares; 2025Q3: 1,994 shares; 2025Q4: 2,274 shares; 2026Q1: 2,427 shares 2,427 $559K 0.08% +153 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,058 shares; 2024Q4: 7,556 shares; 2025Q1: 8,127 shares; 2025Q2: 7,273 shares; 2025Q3: 5,233 shares; 2025Q4: 4,759 shares; 2026Q1: 5,096 shares 5,096 $559K 0.08% +337 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: 8,086 shares; 2024Q4: 11,804 shares; 2025Q1: 12,491 shares; 2025Q2: 12,939 shares; 2025Q3: 9,646 shares; 2025Q4: 5,513 shares; 2026Q1: 9,697 shares 9,697 $559K 0.08% +4,184 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 705 shares; 2025Q1: 810 shares; 2025Q2: 832 shares; 2025Q3: 821 shares; 2025Q4: 926 shares; 2026Q1: 1,017 shares 1,017 $558K 0.08% +91 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,933 shares; 2025Q1: 4,070 shares; 2025Q2: 5,619 shares; 2025Q3: 3,935 shares; 2025Q4: 3,740 shares; 2026Q1: 3,816 shares 3,816 $558K 0.08% +76 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,597 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,457 shares; 2025Q4: 8,748 shares; 2026Q1: 11,945 shares 11,945 $555K 0.08% +3,197 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: 2,114 shares; 2024Q4: 1,857 shares; 2025Q1: 1,339 shares; 2025Q2: 1,350 shares; 2025Q3: 1,382 shares; 2025Q4: 1,923 shares; 2026Q1: 2,075 shares 2,075 $554K 0.08% +152 Timeline ESGV 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: 5,336 shares; 2024Q4: 5,018 shares; 2025Q1: 4,968 shares; 2025Q2: 5,005 shares; 2025Q3: 4,956 shares; 2025Q4: 4,887 shares; 2026Q1: 4,911 shares 4,911 $551K 0.08% +24 Timeline VNQ 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: 134,523 shares; 2024Q4: 133,416 shares; 2025Q1: 118,117 shares; 2025Q2: 6,368 shares; 2025Q3: 6,267 shares; 2025Q4: 6,193 shares; 2026Q1: 6,176 shares 6,176 $548K 0.08% -17 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: 8,363 shares; 2024Q4: 8,307 shares; 2025Q1: 9,088 shares; 2025Q2: 1,307 shares; 2025Q3: 1,360 shares; 2025Q4: 1,263 shares; 2026Q1: 1,254 shares 1,254 $548K 0.08% -9 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,014 shares; 2024Q4: 7,014 shares; 2025Q1: 8,177 shares; 2025Q2: 7,014 shares; 2025Q3: 7,014 shares; 2025Q4: 13,541 shares; 2026Q1: 11,976 shares 11,976 $547K 0.08% -1,565 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,273 shares; 2024Q4: 7,747 shares; 2025Q1: 8,515 shares; 2025Q2: 7,751 shares; 2025Q3: 5,150 shares; 2025Q4: 7,131 shares; 2026Q1: 6,677 shares 6,677 $546K 0.08% -454 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,592 shares; 2025Q4: not reported; 2026Q1: 11,615 shares 11,615 $546K 0.08% new Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,928 shares; 2024Q4: 40,379 shares; 2025Q1: 28,337 shares; 2025Q2: 42,949 shares; 2025Q3: 48,573 shares; 2025Q4: 33,741 shares; 2026Q1: 29,411 shares 29,411 $545K 0.08% -4,330 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,830 shares; 2025Q3: 2,354 shares; 2025Q4: 2,570 shares; 2026Q1: 2,777 shares 2,777 $544K 0.08% +207 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,464 shares; 2025Q4: 10,137 shares; 2026Q1: 10,558 shares 10,558 $543K 0.08% +421 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: 2,694 shares; 2024Q4: 2,487 shares; 2025Q1: 2,454 shares; 2025Q2: 2,480 shares; 2025Q3: 2,449 shares; 2025Q4: 2,441 shares; 2026Q1: 2,479 shares 2,479 $539K 0.07% +38 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: 12,711 shares; 2024Q4: 10,637 shares; 2025Q1: 5,141 shares; 2025Q2: 5,115 shares; 2025Q3: 4,648 shares; 2025Q4: 2,536 shares; 2026Q1: 3,573 shares 3,573 $536K 0.07% +1,037 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,063 shares; 2024Q4: 3,869 shares; 2025Q1: 3,754 shares; 2025Q2: 3,511 shares; 2025Q3: 3,061 shares; 2025Q4: 2,845 shares; 2026Q1: 2,672 shares 2,672 $534K 0.07% -173 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,311 shares; 2024Q4: 8,150 shares; 2025Q1: 8,039 shares; 2025Q2: 6,174 shares; 2025Q3: 5,749 shares; 2025Q4: 4,957 shares; 2026Q1: 4,681 shares 4,681 $532K 0.07% -276 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: 10,503 shares; 2024Q4: 10,505 shares; 2025Q1: 9,992 shares; 2025Q2: 7,216 shares; 2025Q3: 7,103 shares; 2025Q4: 9,409 shares; 2026Q1: 10,190 shares 10,190 $530K 0.07% +781 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,043 shares; 2025Q2: 1,135 shares; 2025Q3: 2,386 shares; 2025Q4: 2,427 shares; 2026Q1: 2,680 shares 2,680 $529K 0.07% +253 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,218 shares; 2024Q4: 28,654 shares; 2025Q1: 39,470 shares; 2025Q2: 34,399 shares; 2025Q3: 96,243 shares; 2025Q4: 108,719 shares; 2026Q1: 90,274 shares 90,274 $529K 0.07% -18,445 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,459 shares; 2024Q4: 10,642 shares; 2025Q1: 9,461 shares; 2025Q2: 7,743 shares; 2025Q3: 7,599 shares; 2025Q4: 7,005 shares; 2026Q1: 5,785 shares 5,785 $527K 0.07% -1,220 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,596 shares; 2025Q4: 3,041 shares; 2026Q1: 3,093 shares 3,093 $525K 0.07% +52 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,974 shares; 2025Q3: 5,225 shares; 2025Q4: 4,963 shares; 2026Q1: 4,423 shares 4,423 $523K 0.07% -540 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,843 shares 1,843 $523K 0.07% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,322 shares; 2024Q4: 20,039 shares; 2025Q1: 18,860 shares; 2025Q2: 28,201 shares; 2025Q3: 29,718 shares; 2025Q4: 28,048 shares; 2026Q1: 27,091 shares 27,091 $519K 0.07% -957 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,726 shares; 2026Q1: 6,412 shares 6,412 $519K 0.07% +1,686 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,182 shares; 2024Q4: 6,619 shares; 2025Q1: 4,662 shares; 2025Q2: 6,396 shares; 2025Q3: 4,660 shares; 2025Q4: 4,494 shares; 2026Q1: 6,103 shares 6,103 $518K 0.07% +1,609 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,737 shares; 2024Q4: 10,394 shares; 2025Q1: 6,443 shares; 2025Q2: 5,106 shares; 2025Q3: 8,878 shares; 2025Q4: 8,987 shares; 2026Q1: 8,501 shares 8,501 $516K 0.07% -486 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: 3,100 shares; 2024Q4: 3,062 shares; 2025Q1: 1,268 shares; 2025Q2: 1,152 shares; 2025Q3: 1,114 shares; 2025Q4: 1,071 shares; 2026Q1: 1,071 shares 1,071 $513K 0.07% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,262 shares; 2025Q1: 2,323 shares; 2025Q2: 2,057 shares; 2025Q3: 3,287 shares; 2025Q4: 3,157 shares; 2026Q1: 3,345 shares 3,345 $510K 0.07% +188 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: 3,309 shares; 2024Q4: 3,027 shares; 2025Q1: 3,082 shares; 2025Q2: 3,179 shares; 2025Q3: 2,299 shares; 2025Q4: 2,682 shares; 2026Q1: 2,910 shares 2,910 $505K 0.07% +228 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,156 shares; 2024Q4: 26,510 shares; 2025Q1: 26,253 shares; 2025Q2: 23,231 shares; 2025Q3: 20,982 shares; 2025Q4: 19,547 shares; 2026Q1: 19,375 shares 19,375 $505K 0.07% -172 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: not reported; 2024Q4: 7,593 shares; 2025Q1: 6,979 shares; 2025Q2: 7,662 shares; 2025Q3: 6,874 shares; 2025Q4: 6,818 shares; 2026Q1: 7,271 shares 7,271 $504K 0.07% +453 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: 873 shares; 2024Q4: 836 shares; 2025Q1: 907 shares; 2025Q2: 1,034 shares; 2025Q3: 899 shares; 2025Q4: 997 shares; 2026Q1: 1,133 shares 1,133 $504K 0.07% +136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,364 shares; 2025Q4: 2,050 shares; 2026Q1: 2,788 shares 2,788 $502K 0.07% +738 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: 2,560 shares; 2024Q4: 1,677 shares; 2025Q1: 1,472 shares; 2025Q2: 1,383 shares; 2025Q3: 3,452 shares; 2025Q4: 3,145 shares; 2026Q1: 3,478 shares 3,478 $502K 0.07% +333 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,688 shares; 2025Q4: 723 shares; 2026Q1: 1,588 shares 1,588 $499K 0.07% +865 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,755 shares; 2025Q1: 2,517 shares; 2025Q2: 2,221 shares; 2025Q3: 1,643 shares; 2025Q4: 1,560 shares; 2026Q1: 1,547 shares 1,547 $499K 0.07% -13 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,600 shares; 2025Q1: 3,661 shares; 2025Q2: 4,135 shares; 2025Q3: 3,776 shares; 2025Q4: 3,815 shares; 2026Q1: 3,945 shares 3,945 $498K 0.07% +130 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: not reported; 2024Q4: not reported; 2025Q1: 997 shares; 2025Q2: 1,621 shares; 2025Q3: 2,072 shares; 2025Q4: 2,379 shares; 2026Q1: 2,100 shares 2,100 $496K 0.07% -279 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: 1,634 shares; 2024Q4: 1,645 shares; 2025Q1: 1,581 shares; 2025Q2: 1,469 shares; 2025Q3: 1,185 shares; 2025Q4: 1,186 shares; 2026Q1: 1,135 shares 1,135 $495K 0.07% -51 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 778 shares 778 $494K 0.07% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,721 shares; 2025Q4: 3,585 shares; 2026Q1: 3,732 shares 3,732 $489K 0.07% +147 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: 2,371 shares; 2024Q4: 2,453 shares; 2025Q1: 2,678 shares; 2025Q2: 2,651 shares; 2025Q3: 2,428 shares; 2025Q4: 2,213 shares; 2026Q1: 2,781 shares 2,781 $489K 0.07% +568 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,872 shares; 2026Q1: 2,648 shares 2,648 $488K 0.07% +776 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: 340 shares; 2024Q4: 542 shares; 2025Q1: 387 shares; 2025Q2: 851 shares; 2025Q3: 1,111 shares; 2025Q4: 909 shares; 2026Q1: 631 shares 631 $488K 0.07% -278 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: 7,359 shares; 2024Q4: 6,915 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,188 shares; 2025Q4: 8,414 shares; 2026Q1: 6,653 shares 6,653 $487K 0.07% -1,761 Timeline GSLC 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: 3,839 shares; 2025Q4: 3,839 shares; 2026Q1: 3,839 shares 3,839 $480K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,800 shares; 2025Q4: 7,130 shares; 2026Q1: 6,911 shares 6,911 $478K 0.07% -219 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: 3,778 shares; 2024Q4: 3,710 shares; 2025Q1: 3,642 shares; 2025Q2: 3,460 shares; 2025Q3: 2,528 shares; 2025Q4: 2,368 shares; 2026Q1: 1,964 shares 1,964 $477K 0.07% -404 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: 642 shares; 2024Q4: 563 shares; 2025Q1: 683 shares; 2025Q2: 725 shares; 2025Q3: 622 shares; 2025Q4: 644 shares; 2026Q1: 644 shares 644 $476K 0.07% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,542 shares; 2025Q2: 8,019 shares; 2025Q3: 8,340 shares; 2025Q4: 5,442 shares; 2026Q1: 8,406 shares 8,406 $475K 0.07% +2,964 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,877 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,925 shares; 2026Q1: 4,188 shares 4,188 $475K 0.07% +2,263 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: 2,575 shares; 2024Q4: 2,655 shares; 2025Q1: 3,114 shares; 2025Q2: 2,416 shares; 2025Q3: 1,906 shares; 2025Q4: 2,566 shares; 2026Q1: 3,759 shares 3,759 $475K 0.07% +1,193 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,303 shares; 2025Q1: 21,177 shares; 2025Q2: 21,258 shares; 2025Q3: 11,766 shares; 2025Q4: 11,402 shares; 2026Q1: 10,530 shares 10,530 $475K 0.07% -872 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,564 shares; 2025Q1: 1,780 shares; 2025Q2: 1,552 shares; 2025Q3: 1,641 shares; 2025Q4: 1,539 shares; 2026Q1: 2,106 shares 2,106 $473K 0.07% +567 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 20,107 shares; 2026Q1: 17,190 shares 17,190 $472K 0.07% -2,917 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,668 shares; 2025Q4: 4,621 shares; 2026Q1: 4,396 shares 4,396 $469K 0.07% -225 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,454 shares; 2025Q1: 2,596 shares; 2025Q2: 2,683 shares; 2025Q3: 2,464 shares; 2025Q4: 2,202 shares; 2026Q1: 2,881 shares 2,881 $468K 0.07% +679 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,309 shares; 2024Q4: 1,234 shares; 2025Q1: 1,257 shares; 2025Q2: 1,332 shares; 2025Q3: 1,250 shares; 2025Q4: 1,281 shares; 2026Q1: 1,302 shares 1,302 $466K 0.06% +21 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,127 shares; 2025Q1: 999 shares; 2025Q2: 778 shares; 2025Q3: 876 shares; 2025Q4: 1,006 shares; 2026Q1: 854 shares 854 $460K 0.06% -152 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,704 shares; 2025Q1: 7,203 shares; 2025Q2: 9,400 shares; 2025Q3: 9,182 shares; 2025Q4: 6,599 shares; 2026Q1: 6,169 shares 6,169 $452K 0.06% -430 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,151 shares; 2026Q1: 7,230 shares 7,230 $451K 0.06% -921 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,585 shares; 2025Q3: 3,114 shares; 2025Q4: 2,625 shares; 2026Q1: 2,665 shares 2,665 $451K 0.06% +40 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 497 shares; 2025Q1: 506 shares; 2025Q2: 519 shares; 2025Q3: 476 shares; 2025Q4: 407 shares; 2026Q1: 413 shares 413 $451K 0.06% +6 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: 14,834 shares; 2024Q4: 14,286 shares; 2025Q1: 12,508 shares; 2025Q2: 12,252 shares; 2025Q3: 10,755 shares; 2025Q4: 13,918 shares; 2026Q1: 13,969 shares 13,969 $447K 0.06% +51 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: 40,022 shares; 2024Q4: 46,830 shares; 2025Q1: 46,184 shares; 2025Q2: 29,922 shares; 2025Q3: 27,500 shares; 2025Q4: 24,932 shares; 2026Q1: 24,173 shares 24,173 $442K 0.06% -759 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: 2,816 shares; 2024Q4: 2,653 shares; 2025Q1: 2,755 shares; 2025Q2: 2,892 shares; 2025Q3: 2,700 shares; 2025Q4: 3,035 shares; 2026Q1: 2,329 shares 2,329 $442K 0.06% -706 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,673 shares; 2025Q3: 8,673 shares; 2025Q4: 8,673 shares; 2026Q1: 8,971 shares 8,971 $439K 0.06% +298 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 549 shares; 2026Q1: 743 shares 743 $437K 0.06% +194 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,551 shares; 2024Q4: 4,570 shares; 2025Q1: 5,168 shares; 2025Q2: 3,280 shares; 2025Q3: 3,207 shares; 2025Q4: 4,103 shares; 2026Q1: 3,451 shares 3,451 $437K 0.06% -652 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,370 shares; 2026Q1: 1,109 shares 1,109 $431K 0.06% -261 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: 2,376 shares; 2025Q1: 2,375 shares; 2025Q2: 2,131 shares; 2025Q3: 2,558 shares; 2025Q4: 2,853 shares; 2026Q1: 2,269 shares 2,269 $430K 0.06% -584 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,324 shares; 2024Q4: 26,830 shares; 2025Q1: 17,628 shares; 2025Q2: 15,106 shares; 2025Q3: 13,397 shares; 2025Q4: 20,386 shares; 2026Q1: 22,658 shares 22,658 $428K 0.06% +2,272 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,570 shares; 2024Q4: 43,931 shares; 2025Q1: 41,717 shares; 2025Q2: 39,759 shares; 2025Q3: 41,251 shares; 2025Q4: 36,777 shares; 2026Q1: 28,666 shares 28,666 $427K 0.06% -8,111 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 383 shares; 2025Q1: 356 shares; 2025Q2: 420 shares; 2025Q3: 362 shares; 2025Q4: 379 shares; 2026Q1: 443 shares 443 $426K 0.06% +64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,497 shares; 2025Q4: 1,467 shares; 2026Q1: 1,697 shares 1,697 $424K 0.06% +230 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: 734 shares; 2024Q4: 739 shares; 2025Q1: 769 shares; 2025Q2: 718 shares; 2025Q3: 614 shares; 2025Q4: 610 shares; 2026Q1: 622 shares 622 $424K 0.06% +12 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,428 shares; 2025Q1: 1,495 shares; 2025Q2: 1,783 shares; 2025Q3: 2,237 shares; 2025Q4: 1,893 shares; 2026Q1: 2,008 shares 2,008 $415K 0.06% +115 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,465 shares 1,465 $414K 0.06% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 8,752 shares; 2025Q1: 8,418 shares; 2025Q2: 7,968 shares; 2025Q3: 8,998 shares; 2025Q4: 7,545 shares; 2026Q1: 9,071 shares 9,071 $411K 0.06% +1,526 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 3,020 shares; 2025Q1: 2,970 shares; 2025Q2: 2,517 shares; 2025Q3: 2,644 shares; 2025Q4: 2,551 shares; 2026Q1: 2,604 shares 2,604 $410K 0.06% +53 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: 16,116 shares; 2024Q4: 15,075 shares; 2025Q1: 14,479 shares; 2025Q2: 22,006 shares; 2025Q3: 22,124 shares; 2025Q4: 25,441 shares; 2026Q1: 51,433 shares 51,433 $408K 0.06% +25,992 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: 3,595 shares; 2024Q4: 3,595 shares; 2025Q1: 3,598 shares; 2025Q2: 3,601 shares; 2025Q3: 3,604 shares; 2025Q4: 3,607 shares; 2026Q1: 3,609 shares 3,609 $408K 0.06% +2 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 3,247 shares; 2025Q1: 3,152 shares; 2025Q2: 2,650 shares; 2025Q3: 3,135 shares; 2025Q4: 3,165 shares; 2026Q1: 2,933 shares 2,933 $402K 0.06% -232 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: 1,350 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,512 shares; 2025Q4: 3,859 shares; 2026Q1: 3,118 shares 3,118 $402K 0.06% -741 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: 7,346 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,807 shares; 2025Q4: 7,498 shares; 2026Q1: 6,578 shares 6,578 $394K 0.05% -920 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: 9,971 shares; 2024Q4: 8,746 shares; 2025Q1: 11,510 shares; 2025Q2: 8,337 shares; 2025Q3: 9,433 shares; 2025Q4: 8,731 shares; 2026Q1: 8,562 shares 8,562 $394K 0.05% -169 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,056 shares; 2025Q4: 970 shares; 2026Q1: 1,083 shares 1,083 $389K 0.05% +113 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,784 shares; 2024Q4: 5,348 shares; 2025Q1: 5,358 shares; 2025Q2: 5,780 shares; 2025Q3: 4,301 shares; 2025Q4: not reported; 2026Q1: 4,534 shares 4,534 $386K 0.05% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,633 shares; 2024Q4: 2,654 shares; 2025Q1: 2,654 shares; 2025Q2: 2,654 shares; 2025Q3: 2,565 shares; 2025Q4: 2,490 shares; 2026Q1: 2,424 shares 2,424 $376K 0.05% -66 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: 2,532 shares; 2024Q4: 1,981 shares; 2025Q1: 1,717 shares; 2025Q2: 1,696 shares; 2025Q3: 1,696 shares; 2025Q4: 1,512 shares; 2026Q1: 1,512 shares 1,512 $375K 0.05% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,518 shares 1,518 $372K 0.05% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,630 shares; 2025Q4: 2,195 shares; 2026Q1: 3,109 shares 3,109 $372K 0.05% +914 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,544 shares; 2025Q1: 1,192 shares; 2025Q2: 1,136 shares; 2025Q3: 1,002 shares; 2025Q4: 1,156 shares; 2026Q1: 933 shares 933 $371K 0.05% -223 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,002 shares; 2024Q4: 7,091 shares; 2025Q1: 6,808 shares; 2025Q2: 6,516 shares; 2025Q3: 5,837 shares; 2025Q4: 4,250 shares; 2026Q1: 3,597 shares 3,597 $367K 0.05% -653 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 372 shares 372 $365K 0.05% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,180 shares; 2025Q1: 3,345 shares; 2025Q2: 4,221 shares; 2025Q3: 4,083 shares; 2025Q4: 3,409 shares; 2026Q1: 3,292 shares 3,292 $361K 0.05% -117 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,966 shares; 2024Q4: 4,301 shares; 2025Q1: 3,829 shares; 2025Q2: 4,893 shares; 2025Q3: 5,410 shares; 2025Q4: 5,634 shares; 2026Q1: 4,410 shares 4,410 $359K 0.05% -1,224 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,588 shares; 2025Q3: 2,472 shares; 2025Q4: 2,565 shares; 2026Q1: 2,920 shares 2,920 $359K 0.05% +355 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: 9,263 shares; 2024Q4: 9,296 shares; 2025Q1: 9,296 shares; 2025Q2: 9,308 shares; 2025Q3: 9,375 shares; 2025Q4: 9,634 shares; 2026Q1: 9,577 shares 9,577 $358K 0.05% -57 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,129 shares; 2025Q1: 22,186 shares; 2025Q2: 17,297 shares; 2025Q3: 17,879 shares; 2025Q4: 19,931 shares; 2026Q1: 16,835 shares 16,835 $356K 0.05% -3,096 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,434 shares; 2025Q2: 11,300 shares; 2025Q3: 18,171 shares; 2025Q4: 11,316 shares; 2026Q1: 14,578 shares 14,578 $356K 0.05% +3,262 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,818 shares; 2024Q4: 13,263 shares; 2025Q1: 10,934 shares; 2025Q2: 19,868 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,710 shares 5,710 $355K 0.05% new Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,596 shares; 2024Q4: 13,422 shares; 2025Q1: 9,103 shares; 2025Q2: 8,857 shares; 2025Q3: 8,245 shares; 2025Q4: 8,053 shares; 2026Q1: 7,703 shares 7,703 $353K 0.05% -350 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,563 shares; 2026Q1: 4,355 shares 4,355 $349K 0.05% -208 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: 696 shares; 2024Q4: 627 shares; 2025Q1: 629 shares; 2025Q2: 697 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 976 shares 976 $345K 0.05% new Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,718 shares; 2025Q1: 2,632 shares; 2025Q2: 3,086 shares; 2025Q3: 1,872 shares; 2025Q4: 2,387 shares; 2026Q1: 4,171 shares 4,171 $345K 0.05% +1,784 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 479 shares; 2025Q1: 393 shares; 2025Q2: not reported; 2025Q3: 289 shares; 2025Q4: 623 shares; 2026Q1: 472 shares 472 $345K 0.05% -151 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: 332 shares; 2024Q4: 351 shares; 2025Q1: 343 shares; 2025Q2: 367 shares; 2025Q3: 333 shares; 2025Q4: 374 shares; 2026Q1: 383 shares 383 $343K 0.05% +9 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,254 shares; 2024Q4: 6,099 shares; 2025Q1: 5,410 shares; 2025Q2: 5,110 shares; 2025Q3: 5,466 shares; 2025Q4: 4,383 shares; 2026Q1: 3,493 shares 3,493 $341K 0.05% -890 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,162 shares; 2025Q4: 2,875 shares; 2026Q1: 2,596 shares 2,596 $340K 0.05% -279 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,703 shares; 2025Q1: 2,271 shares; 2025Q2: 1,667 shares; 2025Q3: 1,721 shares; 2025Q4: 2,117 shares; 2026Q1: 1,551 shares 1,551 $336K 0.05% -566 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,794 shares; 2024Q4: 2,769 shares; 2025Q1: 2,068 shares; 2025Q2: not reported; 2025Q3: 4,271 shares; 2025Q4: 2,506 shares; 2026Q1: 4,458 shares 4,458 $332K 0.05% +1,952 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,464 shares 8,464 $331K 0.05% new Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 2,019 shares; 2025Q1: 2,084 shares; 2025Q2: 2,040 shares; 2025Q3: 1,681 shares; 2025Q4: 1,600 shares; 2026Q1: 2,022 shares 2,022 $330K 0.05% +422 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,672 shares; 2025Q4: 2,572 shares; 2026Q1: 2,521 shares 2,521 $330K 0.05% -51 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,991 shares; 2026Q1: 2,848 shares 2,848 $329K 0.05% -143 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,670 shares; 2025Q4: 3,615 shares; 2026Q1: 3,308 shares 3,308 $328K 0.05% -307 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 227 shares; 2026Q1: 237 shares 237 $327K 0.05% +10 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 853 shares; 2025Q1: 877 shares; 2025Q2: 1,598 shares; 2025Q3: 1,228 shares; 2025Q4: 840 shares; 2026Q1: 887 shares 887 $322K 0.04% +47 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,966 shares 1,966 $321K 0.04% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,384 shares; 2024Q4: 4,451 shares; 2025Q1: 4,554 shares; 2025Q2: 4,811 shares; 2025Q3: 4,385 shares; 2025Q4: 3,938 shares; 2026Q1: 2,871 shares 2,871 $320K 0.04% -1,067 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,555 shares; 2025Q1: 2,196 shares; 2025Q2: 1,861 shares; 2025Q3: 2,041 shares; 2025Q4: 2,462 shares; 2026Q1: 2,127 shares 2,127 $319K 0.04% -335 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 833 shares; 2025Q1: 1,493 shares; 2025Q2: 1,590 shares; 2025Q3: 1,719 shares; 2025Q4: 1,682 shares; 2026Q1: 1,079 shares 1,079 $316K 0.04% -603 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,805 shares; 2025Q1: 3,417 shares; 2025Q2: 5,793 shares; 2025Q3: 4,713 shares; 2025Q4: 3,302 shares; 2026Q1: 2,871 shares 2,871 $315K 0.04% -431 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 427 shares; 2025Q1: 446 shares; 2025Q2: 409 shares; 2025Q3: 316 shares; 2025Q4: 365 shares; 2026Q1: 294 shares 294 $314K 0.04% -71 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: 642 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 478 shares; 2025Q4: 531 shares; 2026Q1: 652 shares 652 $309K 0.04% +121 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,276 shares; 2024Q4: 4,291 shares; 2025Q1: 4,301 shares; 2025Q2: 4,313 shares; 2025Q3: 4,323 shares; 2025Q4: 4,333 shares; 2026Q1: 4,343 shares 4,343 $308K 0.04% +10 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,590 shares; 2026Q1: 5,239 shares 5,239 $307K 0.04% +649 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS 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: not reported; 2025Q4: not reported; 2026Q1: 1,054 shares 1,054 $306K 0.04% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 654 shares; 2024Q4: 626 shares; 2025Q1: 650 shares; 2025Q2: 659 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 878 shares 878 $301K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,331 shares; 2025Q4: not reported; 2026Q1: 1,818 shares 1,818 $300K 0.04% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,686 shares; 2024Q4: 3,371 shares; 2025Q1: 2,168 shares; 2025Q2: 2,476 shares; 2025Q3: 1,700 shares; 2025Q4: 1,499 shares; 2026Q1: 2,076 shares 2,076 $297K 0.04% +577 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: 899 shares; 2024Q4: 910 shares; 2025Q1: 1,040 shares; 2025Q2: 977 shares; 2025Q3: 839 shares; 2025Q4: 780 shares; 2026Q1: 919 shares 919 $297K 0.04% +139 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 3,728 shares; 2025Q1: 3,461 shares; 2025Q2: 3,806 shares; 2025Q3: 2,169 shares; 2025Q4: 2,036 shares; 2026Q1: 1,806 shares 1,806 $296K 0.04% -230 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: 1,365 shares; 2024Q4: 1,589 shares; 2025Q1: 1,974 shares; 2025Q2: 1,689 shares; 2025Q3: 1,008 shares; 2025Q4: 963 shares; 2026Q1: 1,424 shares 1,424 $295K 0.04% +461 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: 5,017 shares; 2025Q2: 5,017 shares; 2025Q3: 5,017 shares; 2025Q4: 5,017 shares; 2026Q1: 5,017 shares 5,017 $293K 0.04% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,442 shares 14,442 $290K 0.04% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 565 shares; 2025Q4: 675 shares; 2026Q1: 725 shares 725 $287K 0.04% +50 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 4,647 shares; 2025Q3: 4,647 shares; 2025Q4: 6,970 shares; 2026Q1: 6,970 shares 6,970 $282K 0.04% 0 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: 4,161 shares; 2024Q4: 4,930 shares; 2025Q1: 3,998 shares; 2025Q2: not reported; 2025Q3: 2,597 shares; 2025Q4: 3,785 shares; 2026Q1: 3,740 shares 3,740 $282K 0.04% -45 Timeline AMPY AMPLIFY ENERGY CORP NEW More: the full row for AMPLIFY ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,872 shares; 2025Q2: 92,520 shares; 2025Q3: 45,727 shares; 2025Q4: 45,053 shares; 2026Q1: 44,912 shares 44,912 $280K 0.04% -141 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,599 shares; 2025Q1: 3,007 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,846 shares 2,846 $280K 0.04% new Timeline SD SANDRIDGE ENERGY INC More: the full row for SANDRIDGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,159 shares 17,159 $280K 0.04% new 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: 2,364 shares; 2024Q4: not reported; 2025Q1: 6,445 shares; 2025Q2: 6,652 shares; 2025Q3: 5,102 shares; 2025Q4: 4,511 shares; 2026Q1: 3,191 shares 3,191 $276K 0.04% -1,320 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,398 shares; 2025Q4: 6,020 shares; 2026Q1: 4,027 shares 4,027 $276K 0.04% -1,993 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 22,131 shares; 2026Q1: 27,478 shares 27,478 $276K 0.04% +5,347 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,611 shares; 2025Q2: 995 shares; 2025Q3: 890 shares; 2025Q4: not reported; 2026Q1: 939 shares 939 $273K 0.04% new 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: 1,466 shares; 2024Q4: 1,556 shares; 2025Q1: 1,582 shares; 2025Q2: 1,500 shares; 2025Q3: 945 shares; 2025Q4: 1,001 shares; 2026Q1: 1,132 shares 1,132 $271K 0.04% +131 Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,569 shares; 2025Q3: 58,933 shares; 2025Q4: 174,902 shares; 2026Q1: 97,291 shares 97,291 $270K 0.04% -77,611 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 592 shares; 2025Q4: 609 shares; 2026Q1: 643 shares 643 $268K 0.04% +34 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 7,012 shares; 2025Q1: 7,648 shares; 2025Q2: 3,858 shares; 2025Q3: 2,815 shares; 2025Q4: 2,190 shares; 2026Q1: 2,120 shares 2,120 $268K 0.04% -70 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,927 shares 4,927 $267K 0.04% 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: not reported; 2025Q2: not reported; 2025Q3: 3,018 shares; 2025Q4: 3,018 shares; 2026Q1: 3,018 shares 3,018 $266K 0.04% 0 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: 16,641 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,285 shares; 2025Q3: 14,873 shares; 2025Q4: 11,565 shares; 2026Q1: 16,884 shares 16,884 $264K 0.04% +5,319 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: 975 shares; 2024Q4: 1,054 shares; 2025Q1: 942 shares; 2025Q2: 947 shares; 2025Q3: 952 shares; 2025Q4: 851 shares; 2026Q1: 905 shares 905 $264K 0.04% +54 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,398 shares; 2024Q4: 7,538 shares; 2025Q1: 6,780 shares; 2025Q2: 7,064 shares; 2025Q3: 4,621 shares; 2025Q4: 3,985 shares; 2026Q1: 4,063 shares 4,063 $264K 0.04% +78 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: 5,626 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,175 shares; 2025Q4: 2,347 shares; 2026Q1: 2,123 shares 2,123 $264K 0.04% -224 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,241 shares; 2024Q4: 8,189 shares; 2025Q1: 4,615 shares; 2025Q2: 7,507 shares; 2025Q3: 12,577 shares; 2025Q4: 12,122 shares; 2026Q1: 7,078 shares 7,078 $263K 0.04% -5,044 Timeline VSGX 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: 5,667 shares; 2024Q4: 5,580 shares; 2025Q1: 3,683 shares; 2025Q2: 3,804 shares; 2025Q3: 3,822 shares; 2025Q4: 3,627 shares; 2026Q1: 3,646 shares 3,646 $262K 0.04% +19 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE 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: 17,284 shares; 2025Q4: 17,092 shares; 2026Q1: 9,522 shares 9,522 $261K 0.04% -7,570 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: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,210 shares; 2025Q2: 1,215 shares; 2025Q3: 1,220 shares; 2025Q4: 1,225 shares; 2026Q1: 1,229 shares 1,229 $260K 0.04% +4 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,141 shares; 2024Q4: 5,254 shares; 2025Q1: 4,682 shares; 2025Q2: 3,415 shares; 2025Q3: 916 shares; 2025Q4: 845 shares; 2026Q1: 750 shares 750 $259K 0.04% -95 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,294 shares; 2024Q4: 2,384 shares; 2025Q1: 2,417 shares; 2025Q2: 2,762 shares; 2025Q3: 1,692 shares; 2025Q4: 1,559 shares; 2026Q1: 1,525 shares 1,525 $257K 0.04% -34 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,761 shares; 2025Q4: 3,003 shares; 2026Q1: 3,435 shares 3,435 $254K 0.04% +432 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 850 shares 850 $252K 0.04% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,071 shares; 2024Q4: 10,309 shares; 2025Q1: 9,833 shares; 2025Q2: 6,412 shares; 2025Q3: 4,556 shares; 2025Q4: 3,375 shares; 2026Q1: 3,252 shares 3,252 $251K 0.03% -123 Timeline GRNT GRANITE RIDGE RESOURCES INC More: the full row for GRANITE RIDGE RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,167 shares; 2025Q1: 43,129 shares; 2025Q2: 11,117 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,516 shares 42,516 $250K 0.03% new 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: 3,099 shares; 2026Q1: 3,229 shares 3,229 $249K 0.03% +130 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,259 shares; 2025Q4: not reported; 2026Q1: 1,193 shares 1,193 $249K 0.03% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,034 shares; 2025Q3: 12,214 shares; 2025Q4: 11,463 shares; 2026Q1: 7,526 shares 7,526 $246K 0.03% -3,937 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: 5,131 shares; 2024Q4: 5,129 shares; 2025Q1: 5,131 shares; 2025Q2: 4,679 shares; 2025Q3: 3,111 shares; 2025Q4: 3,092 shares; 2026Q1: 3,092 shares 3,092 $246K 0.03% 0 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,992 shares; 2024Q4: 11,374 shares; 2025Q1: 9,825 shares; 2025Q2: 8,145 shares; 2025Q3: 6,137 shares; 2025Q4: not reported; 2026Q1: 4,541 shares 4,541 $246K 0.03% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,333 shares; 2025Q4: 2,234 shares; 2026Q1: 2,234 shares 2,234 $245K 0.03% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,549 shares; 2024Q4: 5,468 shares; 2025Q1: 4,626 shares; 2025Q2: 5,233 shares; 2025Q3: not reported; 2025Q4: 4,322 shares; 2026Q1: 3,311 shares 3,311 $243K 0.03% -1,011 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 497 shares; 2025Q1: 504 shares; 2025Q2: 510 shares; 2025Q3: 415 shares; 2025Q4: 437 shares; 2026Q1: 573 shares 573 $243K 0.03% +136 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: 63,729 shares; 2024Q4: 56,505 shares; 2025Q1: 51,847 shares; 2025Q2: 45,351 shares; 2025Q3: 36,093 shares; 2025Q4: 35,890 shares; 2026Q1: 33,186 shares 33,186 $241K 0.03% -2,704 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,295 shares; 2025Q2: 3,153 shares; 2025Q3: not reported; 2025Q4: 1,785 shares; 2026Q1: 1,911 shares 1,911 $240K 0.03% +126 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,143 shares; 2024Q4: 5,333 shares; 2025Q1: 5,249 shares; 2025Q2: 4,576 shares; 2025Q3: 3,675 shares; 2025Q4: 3,560 shares; 2026Q1: 3,193 shares 3,193 $240K 0.03% -367 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,008 shares; 2025Q3: 10,143 shares; 2025Q4: 16,508 shares; 2026Q1: 13,933 shares 13,933 $240K 0.03% -2,575 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,449 shares; 2025Q4: 3,723 shares; 2026Q1: 3,717 shares 3,717 $240K 0.03% -6 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is 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: 5,350 shares 5,350 $239K 0.03% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,409 shares; 2024Q4: 3,382 shares; 2025Q1: 3,737 shares; 2025Q2: 4,021 shares; 2025Q3: 4,877 shares; 2025Q4: not reported; 2026Q1: 4,240 shares 4,240 $239K 0.03% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,178 shares 7,178 $238K 0.03% new Timeline TRS TRIMAS CORP More: the full row for TRIMAS 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: 5,749 shares; 2025Q4: 6,418 shares; 2026Q1: 6,626 shares 6,626 $238K 0.03% +208 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: 1,968 shares; 2024Q4: 1,968 shares; 2025Q1: 1,968 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares; 2025Q4: 1,968 shares; 2026Q1: 1,968 shares 1,968 $238K 0.03% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,201 shares; 2024Q4: 11,319 shares; 2025Q1: 11,315 shares; 2025Q2: 11,780 shares; 2025Q3: 12,337 shares; 2025Q4: 10,006 shares; 2026Q1: 10,361 shares 10,361 $235K 0.03% +355 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,510 shares; 2024Q4: 4,594 shares; 2025Q1: 4,488 shares; 2025Q2: 4,617 shares; 2025Q3: 4,478 shares; 2025Q4: 6,986 shares; 2026Q1: 4,210 shares 4,210 $235K 0.03% -2,776 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,696 shares; 2024Q4: 5,820 shares; 2025Q1: 5,870 shares; 2025Q2: 5,448 shares; 2025Q3: 4,100 shares; 2025Q4: 4,231 shares; 2026Q1: 2,765 shares 2,765 $235K 0.03% -1,466 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,813 shares; 2025Q3: 3,813 shares; 2025Q4: 3,813 shares; 2026Q1: 3,813 shares 3,813 $234K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 846 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 733 shares 733 $233K 0.03% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,028 shares; 2025Q3: 754 shares; 2025Q4: not reported; 2026Q1: 873 shares 873 $233K 0.03% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,313 shares; 2024Q4: 15,313 shares; 2025Q1: not reported; 2025Q2: 3,091 shares; 2025Q3: 3,091 shares; 2025Q4: 3,091 shares; 2026Q1: 3,091 shares 3,091 $232K 0.03% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,948 shares; 2024Q4: 19,273 shares; 2025Q1: 20,070 shares; 2025Q2: 17,496 shares; 2025Q3: 10,534 shares; 2025Q4: 10,205 shares; 2026Q1: 9,742 shares 9,742 $232K 0.03% -463 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,669 shares; 2025Q1: 1,610 shares; 2025Q2: 1,363 shares; 2025Q3: 941 shares; 2025Q4: 827 shares; 2026Q1: 817 shares 817 $228K 0.03% -10 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,254 shares; 2024Q4: 17,987 shares; 2025Q1: 23,205 shares; 2025Q2: 10,179 shares; 2025Q3: 5,530 shares; 2025Q4: 4,375 shares; 2026Q1: 4,139 shares 4,139 $227K 0.03% -236 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: 19,042 shares; 2024Q4: 20,661 shares; 2025Q1: 17,365 shares; 2025Q2: 13,099 shares; 2025Q3: 9,211 shares; 2025Q4: 11,699 shares; 2026Q1: 7,903 shares 7,903 $227K 0.03% -3,796 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,983 shares; 2025Q2: 1,818 shares; 2025Q3: 1,963 shares; 2025Q4: 1,773 shares; 2026Q1: 1,503 shares 1,503 $227K 0.03% -270 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,572 shares; 2025Q1: 4,857 shares; 2025Q2: 3,877 shares; 2025Q3: 3,423 shares; 2025Q4: not reported; 2026Q1: 2,118 shares 2,118 $226K 0.03% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,309 shares; 2025Q3: 2,833 shares; 2025Q4: 2,005 shares; 2026Q1: 1,782 shares 1,782 $226K 0.03% -223 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: 38,779 shares; 2024Q4: 42,042 shares; 2025Q1: 40,993 shares; 2025Q2: 29,485 shares; 2025Q3: 29,380 shares; 2025Q4: 20,422 shares; 2026Q1: 19,956 shares 19,956 $225K 0.03% -466 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,183 shares; 2025Q4: 1,354 shares; 2026Q1: 965 shares 965 $225K 0.03% -389 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: 2,455 shares; 2024Q4: 1,850 shares; 2025Q1: 1,772 shares; 2025Q2: 1,766 shares; 2025Q3: 1,389 shares; 2025Q4: 1,107 shares; 2026Q1: 915 shares 915 $223K 0.03% -192 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,573 shares 1,573 $222K 0.03% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,154 shares; 2025Q4: 2,621 shares; 2026Q1: 2,300 shares 2,300 $222K 0.03% -321 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,423 shares; 2024Q4: 12,729 shares; 2025Q1: 13,592 shares; 2025Q2: 7,396 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,384 shares 2,384 $221K 0.03% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 1,911 shares; 2025Q1: 1,966 shares; 2025Q2: 1,785 shares; 2025Q3: 2,021 shares; 2025Q4: 1,545 shares; 2026Q1: 1,621 shares 1,621 $219K 0.03% +76 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 810 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 702 shares 702 $218K 0.03% new Timeline IMCB 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: 2,639 shares; 2025Q3: 2,647 shares; 2025Q4: 2,661 shares; 2026Q1: 2,608 shares 2,608 $218K 0.03% -53 Timeline SNPE DBX ETF TR More: the full row for DBX 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: 3,649 shares; 2025Q3: 3,649 shares; 2025Q4: 3,649 shares; 2026Q1: 3,649 shares 3,649 $217K 0.03% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,208 shares; 2024Q4: 26,087 shares; 2025Q1: 24,245 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,065 shares 7,065 $217K 0.03% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,573 shares; 2025Q4: not reported; 2026Q1: 3,015 shares 3,015 $215K 0.03% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 921 shares; 2025Q4: 829 shares; 2026Q1: 668 shares 668 $214K 0.03% -161 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,017 shares 4,017 $214K 0.03% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,246 shares; 2024Q4: 9,398 shares; 2025Q1: not reported; 2025Q2: 10,407 shares; 2025Q3: 16,906 shares; 2025Q4: 23,889 shares; 2026Q1: 13,583 shares 13,583 $214K 0.03% -10,306 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,019 shares; 2026Q1: 1,009 shares 1,009 $213K 0.03% -10 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 3,480 shares; 2025Q1: 3,585 shares; 2025Q2: 3,619 shares; 2025Q3: 3,840 shares; 2025Q4: 3,189 shares; 2026Q1: 2,998 shares 2,998 $212K 0.03% -191 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,174 shares 1,174 $211K 0.03% new Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $211K 0.03% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,823 shares; 2024Q4: 9,823 shares; 2025Q1: 4,284 shares; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares; 2025Q4: 4,175 shares; 2026Q1: 4,175 shares 4,175 $206K 0.03% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 4,983 shares; 2025Q1: 5,291 shares; 2025Q2: 4,624 shares; 2025Q3: 4,343 shares; 2025Q4: 4,562 shares; 2026Q1: 2,426 shares 2,426 $206K 0.03% -2,136 Timeline CMCL CALEDONIA MNG CORP More: the full row for CALEDONIA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,810 shares; 2024Q4: 11,397 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,099 shares; 2025Q4: 9,424 shares; 2026Q1: 9,030 shares 9,030 $204K 0.03% -394 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,935 shares; 2024Q4: 10,119 shares; 2025Q1: 9,554 shares; 2025Q2: not reported; 2025Q3: 7,405 shares; 2025Q4: not reported; 2026Q1: 7,398 shares 7,398 $203K 0.03% new Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,660 shares; 2025Q3: 9,304 shares; 2025Q4: 9,696 shares; 2026Q1: 4,989 shares 4,989 $202K 0.03% -4,707 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,157 shares; 2024Q4: 82,793 shares; 2025Q1: 110,855 shares; 2025Q2: 100,796 shares; 2025Q3: 66,786 shares; 2025Q4: 64,038 shares; 2026Q1: 55,132 shares 55,132 $202K 0.03% -8,906 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: 1,721 shares; 2024Q4: 1,726 shares; 2025Q1: 1,686 shares; 2025Q2: 1,576 shares; 2025Q3: 1,944 shares; 2025Q4: 1,972 shares; 2026Q1: 1,267 shares 1,267 $201K 0.03% -705 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,174 shares; 2026Q1: 7,614 shares 7,614 $200K 0.03% -3,560 Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,499 shares; 2024Q4: 19,788 shares; 2025Q1: 20,388 shares; 2025Q2: 16,858 shares; 2025Q3: 15,812 shares; 2025Q4: 14,184 shares; 2026Q1: 15,220 shares 15,220 $200K 0.03% +1,036 Timeline ASLE AERSALE CORPORATION More: the full row for AERSALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,842 shares; 2026Q1: 29,958 shares 29,958 $186K 0.03% +16,116 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,074 shares 18,074 $154K 0.02% new Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD 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: 10,465 shares; 2025Q3: 10,762 shares; 2025Q4: 11,061 shares; 2026Q1: 11,387 shares 11,387 $127K 0.02% +326 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,226 shares; 2024Q4: 14,479 shares; 2025Q1: 13,443 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,613 shares; 2026Q1: 10,936 shares 10,936 $123K 0.02% +323 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,960 shares; 2024Q4: 11,536 shares; 2025Q1: 11,968 shares; 2025Q2: 14,722 shares; 2025Q3: not reported; 2025Q4: 20,828 shares; 2026Q1: 12,519 shares 12,519 $101K 0.01% -8,309 Timeline EPM EVOLUTION PETE CORP More: the full row for EVOLUTION PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,388 shares; 2024Q4: 39,479 shares; 2025Q1: 42,721 shares; 2025Q2: 23,545 shares; 2025Q3: 30,600 shares; 2025Q4: 48,933 shares; 2026Q1: 19,634 shares 19,634 $89.9K 0.01% -29,299 Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,649 shares; 2024Q4: 16,459 shares; 2025Q1: 17,101 shares; 2025Q2: 13,705 shares; 2025Q3: 16,351 shares; 2025Q4: 15,282 shares; 2026Q1: 15,471 shares 15,471 $78.1K 0.01% +189 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,057 shares 11,057 $72.6K 0.01% new Timeline LZM LIFEZONE METALS LIMITED More: the full row for LIFEZONE METALS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,877 shares; 2026Q1: 21,339 shares 21,339 $71.7K 0.01% +7,462 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,333 shares; 2025Q3: not reported; 2025Q4: 11,060 shares; 2026Q1: 10,886 shares 10,886 $56.3K 0.01% -174 Timeline EVEX EVE HLDG INC More: the full row for EVE HLDG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,736 shares 10,736 $26.6K <0.01% new Timeline