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: 457,201 shares; 2024Q4: 679,765 shares; 2025Q1: 880,386 shares; 2025Q2: 1,099,078 shares; 2025Q3: 1,500,493 shares; 2025Q4: 1,753,381 shares; 2026Q1: 1,957,352 shares 1,957,352 $341M 5.93% +203,971 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 842,162 shares; 2024Q4: 958,349 shares; 2025Q1: 997,825 shares; 2025Q2: 950,182 shares; 2025Q3: 985,960 shares; 2025Q4: 1,764,425 shares; 2026Q1: 1,766,694 shares 1,766,694 $339M 5.89% +2,269 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,719,885 shares; 2024Q4: 2,881,182 shares; 2025Q1: 3,190,711 shares; 2025Q2: 3,328,573 shares; 2025Q3: 3,487,855 shares; 2025Q4: 6,444,572 shares; 2026Q1: 6,839,909 shares 6,839,909 $316M 5.5% +395,337 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,545,676 shares; 2024Q4: 3,729,095 shares; 2025Q1: 3,877,740 shares; 2025Q2: 4,084,092 shares; 2025Q3: 4,300,563 shares; 2025Q4: 4,653,452 shares; 2026Q1: 4,890,809 shares 4,890,809 $244M 4.25% +237,357 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 960,518 shares; 2024Q4: 995,986 shares; 2025Q1: 1,019,904 shares; 2025Q2: 1,031,275 shares; 2025Q3: 1,030,720 shares; 2025Q4: 974,177 shares; 2026Q1: 960,399 shares 960,399 $230M 4.01% -13,778 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,087,209 shares; 2024Q4: 2,156,665 shares; 2025Q1: 2,170,568 shares; 2025Q2: 2,256,378 shares; 2025Q3: 2,336,613 shares; 2025Q4: 2,429,096 shares; 2026Q1: 2,738,923 shares 2,738,923 $217M 3.77% +309,827 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: 440,763 shares; 2024Q4: 454,544 shares; 2025Q1: 495,101 shares; 2025Q2: 592,479 shares; 2025Q3: 602,915 shares; 2025Q4: 620,346 shares; 2026Q1: 612,419 shares 612,419 $155M 2.7% -7,927 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,474,894 shares; 2024Q4: 2,635,288 shares; 2025Q1: 2,762,034 shares; 2025Q2: 2,730,157 shares; 2025Q3: 2,881,660 shares; 2025Q4: 3,058,248 shares; 2026Q1: 3,194,495 shares 3,194,495 $155M 2.69% +136,247 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,584,275 shares; 2024Q4: 1,653,265 shares; 2025Q1: 1,713,962 shares; 2025Q2: 1,818,826 shares; 2025Q3: 1,871,231 shares; 2025Q4: 1,928,740 shares; 2026Q1: 2,009,214 shares 2,009,214 $149M 2.6% +80,474 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: 1,625,618 shares; 2024Q4: 1,650,434 shares; 2025Q1: 1,698,418 shares; 2025Q2: 1,758,294 shares; 2025Q3: 1,766,844 shares; 2025Q4: 1,941,744 shares; 2026Q1: 1,984,690 shares 1,984,690 $138M 2.41% +42,946 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184,341 shares; 2024Q4: 1,229,252 shares; 2025Q1: 1,249,562 shares; 2025Q2: 1,288,855 shares; 2025Q3: 1,323,030 shares; 2025Q4: 1,370,668 shares; 2026Q1: 1,391,592 shares 1,391,592 $115M 2% +20,924 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,759,499 shares; 2024Q4: 1,839,267 shares; 2025Q1: 1,858,815 shares; 2025Q2: 1,824,444 shares; 2025Q3: 1,834,355 shares; 2025Q4: 1,807,792 shares; 2026Q1: 1,785,481 shares 1,785,481 $94.2M 1.64% -22,311 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: 188,263 shares; 2024Q4: 191,443 shares; 2025Q1: 198,941 shares; 2025Q2: 208,507 shares; 2025Q3: 227,352 shares; 2025Q4: 229,603 shares; 2026Q1: 220,717 shares 220,717 $81.7M 1.42% -8,886 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 906,854 shares; 2024Q4: 964,855 shares; 2025Q1: 980,132 shares; 2025Q2: 1,012,783 shares; 2025Q3: 1,047,642 shares; 2025Q4: 1,106,747 shares; 2026Q1: 1,150,169 shares 1,150,169 $67.3M 1.17% +43,422 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: 283,987 shares; 2024Q4: 284,417 shares; 2025Q1: 292,724 shares; 2025Q2: 349,987 shares; 2025Q3: 346,440 shares; 2025Q4: 342,402 shares; 2026Q1: 340,165 shares 340,165 $66.7M 1.16% -2,237 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501,628 shares; 2024Q4: 527,225 shares; 2025Q1: 558,746 shares; 2025Q2: 578,543 shares; 2025Q3: 594,022 shares; 2025Q4: 612,414 shares; 2026Q1: 630,579 shares 630,579 $63M 1.09% +18,165 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: 92,771 shares; 2024Q4: 89,942 shares; 2025Q1: 91,495 shares; 2025Q2: 97,956 shares; 2025Q3: 96,673 shares; 2025Q4: 98,688 shares; 2026Q1: 96,441 shares 96,441 $62.7M 1.09% -2,247 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: 175,873 shares; 2024Q4: 181,727 shares; 2025Q1: 200,562 shares; 2025Q2: 213,208 shares; 2025Q3: 265,964 shares; 2025Q4: 295,078 shares; 2026Q1: 295,610 shares 295,610 $61.6M 1.07% +532 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: 77,302 shares; 2024Q4: 83,468 shares; 2025Q1: 84,062 shares; 2025Q2: 89,829 shares; 2025Q3: 104,570 shares; 2025Q4: 106,942 shares; 2026Q1: 105,894 shares 105,894 $60.6M 1.05% -1,048 Timeline DFMC DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,154,128 shares 1,154,128 $58.7M 1.02% new 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: 748,107 shares; 2024Q4: 838,833 shares; 2025Q1: 869,542 shares; 2025Q2: 910,398 shares; 2025Q3: 898,707 shares; 2025Q4: 908,989 shares; 2026Q1: 898,925 shares 898,925 $57.6M 1% -10,064 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 846,284 shares; 2024Q4: 858,363 shares; 2025Q1: 888,370 shares; 2025Q2: 922,479 shares; 2025Q3: 906,255 shares; 2025Q4: 918,385 shares; 2026Q1: 914,073 shares 914,073 $57.1M 0.99% -4,312 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,615 shares; 2025Q4: 723,464 shares; 2026Q1: 1,021,046 shares 1,021,046 $54.6M 0.95% +297,582 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: 95,238 shares; 2024Q4: 100,229 shares; 2025Q1: 146,928 shares; 2025Q2: 140,610 shares; 2025Q3: 158,167 shares; 2025Q4: 151,433 shares; 2026Q1: 170,449 shares 170,449 $48.9M 0.85% +19,016 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,445 shares; 2024Q4: 265,788 shares; 2025Q1: 293,428 shares; 2025Q2: 329,958 shares; 2025Q3: 361,072 shares; 2025Q4: 394,769 shares; 2026Q1: 414,659 shares 414,659 $45.8M 0.8% +19,890 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: 389,682 shares; 2024Q4: 371,960 shares; 2025Q1: 381,335 shares; 2025Q2: 387,069 shares; 2025Q3: 402,241 shares; 2025Q4: 429,304 shares; 2026Q1: 455,462 shares 455,462 $40.4M 0.7% +26,158 Timeline SCHC 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: 559,918 shares; 2024Q4: 589,540 shares; 2025Q1: 641,899 shares; 2025Q2: 698,854 shares; 2025Q3: 728,102 shares; 2025Q4: 777,154 shares; 2026Q1: 857,100 shares 857,100 $40.1M 0.7% +79,946 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,737,038 shares; 2024Q4: 2,850,416 shares; 2025Q1: 3,004,022 shares; 2025Q2: 3,145,151 shares; 2025Q3: 3,310,477 shares; 2025Q4: 3,522,304 shares; 2026Q1: 1,487,531 shares 1,487,531 $37.2M 0.65% -2,034,773 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: 293,315 shares; 2024Q4: 372,106 shares; 2025Q1: 415,462 shares; 2025Q2: 429,952 shares; 2025Q3: 442,297 shares; 2025Q4: 463,944 shares; 2026Q1: 475,778 shares 475,778 $36.9M 0.64% +11,834 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: 35,649 shares; 2024Q4: 36,258 shares; 2025Q1: 66,084 shares; 2025Q2: 81,019 shares; 2025Q3: 87,771 shares; 2025Q4: 94,293 shares; 2026Q1: 98,751 shares 98,751 $30.6M 0.53% +4,458 Timeline VSS 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: 213,281 shares; 2024Q4: 217,513 shares; 2025Q1: 218,687 shares; 2025Q2: 214,963 shares; 2025Q3: 214,060 shares; 2025Q4: 211,317 shares; 2026Q1: 206,351 shares 206,351 $30.1M 0.52% -4,966 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: 62,767 shares; 2024Q4: 64,393 shares; 2025Q1: 58,915 shares; 2025Q2: 68,902 shares; 2025Q3: 65,823 shares; 2025Q4: 77,747 shares; 2026Q1: 78,722 shares 78,722 $29.3M 0.51% +975 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397,376 shares; 2024Q4: 829,109 shares; 2025Q1: 965,070 shares; 2025Q2: 955,803 shares; 2025Q3: 1,057,450 shares; 2025Q4: 1,152,306 shares; 2026Q1: 1,132,786 shares 1,132,786 $28M 0.49% -19,520 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,061 shares; 2024Q4: 115,912 shares; 2025Q1: 123,224 shares; 2025Q2: 132,699 shares; 2025Q3: 132,274 shares; 2025Q4: 130,954 shares; 2026Q1: 128,493 shares 128,493 $27.9M 0.49% -2,461 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745,674 shares; 2024Q4: 754,475 shares; 2025Q1: 734,756 shares; 2025Q2: 725,156 shares; 2025Q3: 716,143 shares; 2025Q4: 715,356 shares; 2026Q1: 710,928 shares 710,928 $27.6M 0.48% -4,428 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,990 shares; 2024Q4: 686,129 shares; 2025Q1: 712,534 shares; 2025Q2: 1,090,452 shares; 2025Q3: 1,075,445 shares; 2025Q4: 1,130,533 shares; 2026Q1: 1,052,984 shares 1,052,984 $27M 0.47% -77,549 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: 289,266 shares; 2024Q4: 295,067 shares; 2025Q1: 290,948 shares; 2025Q2: 282,864 shares; 2025Q3: 283,859 shares; 2025Q4: 282,078 shares; 2026Q1: 281,817 shares 281,817 $26.9M 0.47% -261 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: 22,727 shares; 2024Q4: 26,843 shares; 2025Q1: 61,529 shares; 2025Q2: 68,405 shares; 2025Q3: 75,686 shares; 2025Q4: 81,399 shares; 2026Q1: 86,802 shares 86,802 $25.5M 0.44% +5,403 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,282 shares; 2025Q2: 708,946 shares; 2025Q3: 688,403 shares; 2025Q4: 669,656 shares; 2026Q1: 678,278 shares 678,278 $24.9M 0.43% +8,622 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,194 shares; 2024Q4: 54,228 shares; 2025Q1: 62,570 shares; 2025Q2: 63,051 shares; 2025Q3: 88,766 shares; 2025Q4: 80,459 shares; 2026Q1: 77,227 shares 77,227 $24.8M 0.43% -3,232 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: 67,036 shares; 2024Q4: 71,539 shares; 2025Q1: 70,814 shares; 2025Q2: 76,355 shares; 2025Q3: 79,218 shares; 2025Q4: 77,360 shares; 2026Q1: 84,338 shares 84,338 $24.3M 0.42% +6,978 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,067 shares; 2024Q4: 44,787 shares; 2025Q1: 312,270 shares; 2025Q2: 322,451 shares; 2025Q3: 325,933 shares; 2025Q4: 344,671 shares; 2026Q1: 359,259 shares 359,259 $23.7M 0.41% +14,588 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,029 shares; 2024Q4: 307,677 shares; 2025Q1: 299,415 shares; 2025Q2: 317,697 shares; 2025Q3: 322,275 shares; 2025Q4: 323,700 shares; 2026Q1: 317,343 shares 317,343 $22.6M 0.39% -6,357 Timeline IWC 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: 102,235 shares; 2024Q4: 102,483 shares; 2025Q1: 114,362 shares; 2025Q2: 146,444 shares; 2025Q3: 145,805 shares; 2025Q4: 146,016 shares; 2026Q1: 140,664 shares 140,664 $22.5M 0.39% -5,352 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,061,134 shares; 2024Q4: 1,093,365 shares; 2025Q1: 1,075,906 shares; 2025Q2: 1,117,589 shares; 2025Q3: 1,121,163 shares; 2025Q4: 1,187,858 shares; 2026Q1: 1,239,522 shares 1,239,522 $22M 0.38% +51,664 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: 39,451 shares; 2024Q4: 42,571 shares; 2025Q1: 191,802 shares; 2025Q2: 226,945 shares; 2025Q3: 173,644 shares; 2025Q4: 176,554 shares; 2026Q1: 176,267 shares 176,267 $21.9M 0.38% -287 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: 68,233 shares; 2024Q4: 66,590 shares; 2025Q1: 73,230 shares; 2025Q2: 65,885 shares; 2025Q3: 73,407 shares; 2025Q4: 84,003 shares; 2026Q1: 89,256 shares 89,256 $21.8M 0.38% +5,253 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,247 shares; 2024Q4: 62,657 shares; 2025Q1: 70,970 shares; 2025Q2: 107,518 shares; 2025Q3: 103,917 shares; 2025Q4: 106,121 shares; 2026Q1: 109,211 shares 109,211 $21.5M 0.37% +3,090 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: 31,522 shares; 2024Q4: 31,170 shares; 2025Q1: 30,210 shares; 2025Q2: 31,317 shares; 2025Q3: 23,197 shares; 2025Q4: 22,349 shares; 2026Q1: 21,521 shares 21,521 $21.4M 0.37% -828 Timeline MGC 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: 65,673 shares; 2024Q4: 69,940 shares; 2025Q1: 70,717 shares; 2025Q2: 72,709 shares; 2025Q3: 83,092 shares; 2025Q4: 85,758 shares; 2026Q1: 89,419 shares 89,419 $21.1M 0.37% +3,661 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 7,177 shares; 2025Q1: 126,592 shares; 2025Q2: 132,629 shares; 2025Q3: 155,519 shares; 2025Q4: 162,971 shares; 2026Q1: 173,975 shares 173,975 $20.6M 0.36% +11,004 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: 303,896 shares; 2024Q4: 328,136 shares; 2025Q1: 352,859 shares; 2025Q2: 374,205 shares; 2025Q3: 389,705 shares; 2025Q4: 418,381 shares; 2026Q1: 453,233 shares 453,233 $20.1M 0.35% +34,852 Timeline MGK 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: 36,144 shares; 2024Q4: 38,706 shares; 2025Q1: 39,885 shares; 2025Q2: 41,381 shares; 2025Q3: 48,651 shares; 2025Q4: 49,576 shares; 2026Q1: 52,217 shares 52,217 $19.2M 0.33% +2,641 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,045 shares; 2024Q4: 117,375 shares; 2025Q1: 137,953 shares; 2025Q2: 141,348 shares; 2025Q3: 161,867 shares; 2025Q4: 163,118 shares; 2026Q1: 172,116 shares 172,116 $19.2M 0.33% +8,998 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555,454 shares; 2024Q4: 569,208 shares; 2025Q1: 573,292 shares; 2025Q2: 606,409 shares; 2025Q3: 601,722 shares; 2025Q4: 605,433 shares; 2026Q1: 617,179 shares 617,179 $18.5M 0.32% +11,746 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,722 shares; 2025Q1: 32,576 shares; 2025Q2: 35,862 shares; 2025Q3: 35,272 shares; 2025Q4: 34,158 shares; 2026Q1: 34,118 shares 34,118 $18.4M 0.32% -40 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380,346 shares; 2024Q4: 392,218 shares; 2025Q1: 390,907 shares; 2025Q2: 386,763 shares; 2025Q3: 402,502 shares; 2025Q4: 409,247 shares; 2026Q1: 401,443 shares 401,443 $18.3M 0.32% -7,804 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,997 shares; 2025Q2: 33,728 shares; 2025Q3: 36,271 shares; 2025Q4: 37,653 shares; 2026Q1: 37,692 shares 37,692 $18.1M 0.31% +39 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,891 shares; 2024Q4: 196,070 shares; 2025Q1: 190,663 shares; 2025Q2: 173,838 shares; 2025Q3: 173,177 shares; 2025Q4: 173,830 shares; 2026Q1: 170,271 shares 170,271 $17.6M 0.31% -3,559 Timeline MGV 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: 92,843 shares; 2024Q4: 96,384 shares; 2025Q1: 101,675 shares; 2025Q2: 100,663 shares; 2025Q3: 113,170 shares; 2025Q4: 118,512 shares; 2026Q1: 121,428 shares 121,428 $17.6M 0.31% +2,916 Timeline VV 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: 54,456 shares; 2024Q4: 54,183 shares; 2025Q1: 53,446 shares; 2025Q2: 53,468 shares; 2025Q3: 54,378 shares; 2025Q4: 53,246 shares; 2026Q1: 55,294 shares 55,294 $16.5M 0.29% +2,048 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: 67,351 shares; 2024Q4: 74,223 shares; 2025Q1: 95,887 shares; 2025Q2: 101,971 shares; 2025Q3: 94,700 shares; 2025Q4: 92,113 shares; 2026Q1: 96,976 shares 96,976 $16.5M 0.29% +4,863 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: 87,573 shares; 2024Q4: 92,819 shares; 2025Q1: 98,426 shares; 2025Q2: 101,760 shares; 2025Q3: 111,945 shares; 2025Q4: 126,408 shares; 2026Q1: 131,622 shares 131,622 $16.4M 0.28% +5,214 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,794 shares; 2024Q4: 23,642 shares; 2025Q1: 22,590 shares; 2025Q2: 22,702 shares; 2025Q3: 26,875 shares; 2025Q4: 28,078 shares; 2026Q1: 28,152 shares 28,152 $16.2M 0.28% +74 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: 78,823 shares; 2025Q1: 28,561 shares; 2025Q2: 24,404 shares; 2025Q3: 69,549 shares; 2025Q4: 67,776 shares; 2026Q1: 75,637 shares 75,637 $16.2M 0.28% +7,861 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: 13,331 shares; 2024Q4: 14,494 shares; 2025Q1: 20,433 shares; 2025Q2: 21,944 shares; 2025Q3: 25,783 shares; 2025Q4: 26,405 shares; 2026Q1: 26,894 shares 26,894 $16.1M 0.28% +489 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: 248,934 shares; 2024Q4: 254,053 shares; 2025Q1: 276,800 shares; 2025Q2: 295,512 shares; 2025Q3: 294,229 shares; 2025Q4: 292,666 shares; 2026Q1: 292,524 shares 292,524 $15.8M 0.27% -142 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,637 shares; 2024Q4: 10,641 shares; 2025Q1: 109,466 shares; 2025Q2: 108,034 shares; 2025Q3: 90,156 shares; 2025Q4: 87,615 shares; 2026Q1: 90,971 shares 90,971 $15M 0.26% +3,356 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: 7,271 shares; 2024Q4: 7,363 shares; 2025Q1: 12,860 shares; 2025Q2: 13,747 shares; 2025Q3: 14,588 shares; 2025Q4: 14,879 shares; 2026Q1: 16,309 shares 16,309 $15M 0.26% +1,430 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: 178,645 shares; 2024Q4: 200,874 shares; 2025Q1: 331,469 shares; 2025Q2: 332,242 shares; 2025Q3: 390,744 shares; 2025Q4: 435,024 shares; 2026Q1: 516,511 shares 516,511 $15M 0.26% +81,487 Timeline SCHE 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: 563,307 shares; 2024Q4: 588,477 shares; 2025Q1: 653,554 shares; 2025Q2: 662,657 shares; 2025Q3: 721,565 shares; 2025Q4: 467,279 shares; 2026Q1: 450,361 shares 450,361 $14.8M 0.26% -16,918 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: 15,449 shares; 2024Q4: 15,132 shares; 2025Q1: 18,534 shares; 2025Q2: 18,843 shares; 2025Q3: 21,565 shares; 2025Q4: 21,634 shares; 2026Q1: 22,371 shares 22,371 $14.6M 0.25% +737 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: 47,156 shares; 2024Q4: 48,986 shares; 2025Q1: 134,625 shares; 2025Q2: 137,684 shares; 2025Q3: 138,058 shares; 2025Q4: 133,676 shares; 2026Q1: 104,000 shares 104,000 $14.1M 0.25% -29,676 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: 82,161 shares; 2024Q4: 74,332 shares; 2025Q1: 67,940 shares; 2025Q2: 61,182 shares; 2025Q3: 82,158 shares; 2025Q4: 83,452 shares; 2026Q1: 85,872 shares 85,872 $14.1M 0.24% +2,420 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: 744 shares; 2024Q4: 905 shares; 2025Q1: not reported; 2025Q2: 718 shares; 2025Q3: 25,490 shares; 2025Q4: 26,484 shares; 2026Q1: 25,574 shares 25,574 $14M 0.24% -910 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: 53,596 shares; 2024Q4: 53,053 shares; 2025Q1: 53,160 shares; 2025Q2: 56,566 shares; 2025Q3: 55,597 shares; 2025Q4: 53,725 shares; 2026Q1: 53,331 shares 53,331 $14M 0.24% -394 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: 7,441 shares; 2024Q4: 10,624 shares; 2025Q1: 44,352 shares; 2025Q2: 48,474 shares; 2025Q3: 53,950 shares; 2025Q4: 53,798 shares; 2026Q1: 57,052 shares 57,052 $13.8M 0.24% +3,254 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,218 shares; 2024Q4: 256,339 shares; 2025Q1: 251,698 shares; 2025Q2: 251,255 shares; 2025Q3: 248,780 shares; 2025Q4: 248,081 shares; 2026Q1: 246,631 shares 246,631 $13.1M 0.23% -1,450 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: 47,179 shares; 2024Q4: 51,555 shares; 2025Q1: 57,664 shares; 2025Q2: 62,564 shares; 2025Q3: 69,632 shares; 2025Q4: 70,003 shares; 2026Q1: 70,773 shares 70,773 $13M 0.23% +770 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,846 shares; 2024Q4: 51,789 shares; 2025Q1: 47,559 shares; 2025Q2: 49,955 shares; 2025Q3: 54,121 shares; 2025Q4: 53,944 shares; 2026Q1: 62,155 shares 62,155 $12.9M 0.22% +8,211 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: 204,918 shares; 2024Q4: 402,867 shares; 2025Q1: 430,514 shares; 2025Q2: 455,753 shares; 2025Q3: 461,940 shares; 2025Q4: 513,395 shares; 2026Q1: 429,202 shares 429,202 $12.5M 0.22% -84,193 Timeline ESML 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: 253,788 shares; 2024Q4: 253,812 shares; 2025Q1: 257,404 shares; 2025Q2: 260,921 shares; 2025Q3: 267,417 shares; 2025Q4: 267,772 shares; 2026Q1: 262,528 shares 262,528 $12.3M 0.21% -5,244 Timeline ESGE 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: 299,102 shares; 2024Q4: 297,039 shares; 2025Q1: 298,342 shares; 2025Q2: 285,073 shares; 2025Q3: 282,761 shares; 2025Q4: 277,903 shares; 2026Q1: 271,331 shares 271,331 $12.3M 0.21% -6,572 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: 55,591 shares; 2025Q4: 48,461 shares; 2026Q1: 44,864 shares 44,864 $12.1M 0.21% -3,597 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: 136,785 shares; 2024Q4: 142,167 shares; 2025Q1: 61,118 shares; 2025Q2: 51,612 shares; 2025Q3: 78,494 shares; 2025Q4: 84,484 shares; 2026Q1: 85,969 shares 85,969 $12M 0.21% +1,485 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: 14,742 shares; 2024Q4: 9,097 shares; 2025Q1: 9,369 shares; 2025Q2: 10,664 shares; 2025Q3: 11,570 shares; 2025Q4: 112,013 shares; 2026Q1: 123,240 shares 123,240 $11.8M 0.21% +11,227 Timeline EWX 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: 181,785 shares; 2024Q4: 184,562 shares; 2025Q1: 185,024 shares; 2025Q2: 194,041 shares; 2025Q3: 195,658 shares; 2025Q4: 183,078 shares; 2026Q1: 177,987 shares 177,987 $11.8M 0.2% -5,091 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: 9,812 shares; 2024Q4: 10,492 shares; 2025Q1: 12,875 shares; 2025Q2: 14,315 shares; 2025Q3: 14,356 shares; 2025Q4: 16,799 shares; 2026Q1: 16,237 shares 16,237 $11.5M 0.2% -562 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,389 shares; 2024Q4: 401,608 shares; 2025Q1: 395,098 shares; 2025Q2: 390,508 shares; 2025Q3: 386,984 shares; 2025Q4: 383,747 shares; 2026Q1: 373,616 shares 373,616 $11.4M 0.2% -10,131 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: 20,898 shares; 2024Q4: 21,075 shares; 2025Q1: 25,085 shares; 2025Q2: 29,804 shares; 2025Q3: 33,624 shares; 2025Q4: 55,112 shares; 2026Q1: 55,543 shares 55,543 $11.3M 0.2% +431 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,273 shares; 2024Q4: 5,075 shares; 2025Q1: 3,197 shares; 2025Q2: 17,557 shares; 2025Q3: 30,737 shares; 2025Q4: 29,621 shares; 2026Q1: 32,405 shares 32,405 $10.9M 0.19% +2,784 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: 101,245 shares; 2024Q4: 104,832 shares; 2025Q1: 119,211 shares; 2025Q2: 119,273 shares; 2025Q3: 120,223 shares; 2025Q4: 119,535 shares; 2026Q1: 116,301 shares 116,301 $10.9M 0.19% -3,234 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,548 shares; 2024Q4: 77,885 shares; 2025Q1: 73,891 shares; 2025Q2: 75,798 shares; 2025Q3: 74,150 shares; 2025Q4: 73,970 shares; 2026Q1: 73,375 shares 73,375 $10.9M 0.19% -595 Timeline EBI RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201,299 shares; 2025Q2: 201,299 shares; 2025Q3: 201,298 shares; 2025Q4: 198,399 shares; 2026Q1: 187,741 shares 187,741 $10.9M 0.19% -10,658 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: 6,913 shares; 2024Q4: 8,984 shares; 2025Q1: 70,237 shares; 2025Q2: 66,520 shares; 2025Q3: 40,612 shares; 2025Q4: 35,469 shares; 2026Q1: 34,066 shares 34,066 $10.8M 0.19% -1,403 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: 21,345 shares; 2024Q4: 24,868 shares; 2025Q1: 29,692 shares; 2025Q2: 30,963 shares; 2025Q3: 33,250 shares; 2025Q4: 35,452 shares; 2026Q1: 35,611 shares 35,611 $10.8M 0.19% +159 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,267 shares; 2024Q4: 253,286 shares; 2025Q1: 256,703 shares; 2025Q2: 256,110 shares; 2025Q3: 263,816 shares; 2025Q4: 271,862 shares; 2026Q1: 267,291 shares 267,291 $10.4M 0.18% -4,571 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: 13,564 shares; 2024Q4: 10,630 shares; 2025Q1: 64,833 shares; 2025Q2: 70,309 shares; 2025Q3: 62,230 shares; 2025Q4: 50,376 shares; 2026Q1: 50,923 shares 50,923 $10.3M 0.18% +547 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,893 shares; 2024Q4: 4,869 shares; 2025Q1: 50,124 shares; 2025Q2: 57,005 shares; 2025Q3: 57,719 shares; 2025Q4: 59,786 shares; 2026Q1: 64,483 shares 64,483 $10.3M 0.18% +4,697 Timeline DWX 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: 219,104 shares; 2024Q4: 222,898 shares; 2025Q1: 223,742 shares; 2025Q2: 214,955 shares; 2025Q3: 214,407 shares; 2025Q4: 216,919 shares; 2026Q1: 220,321 shares 220,321 $10M 0.17% +3,402 Timeline VOT 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: 22,596 shares; 2024Q4: 25,004 shares; 2025Q1: 29,205 shares; 2025Q2: 31,567 shares; 2025Q3: 34,814 shares; 2025Q4: 35,940 shares; 2026Q1: 38,802 shares 38,802 $9.99M 0.17% +2,862 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,338 shares; 2024Q4: 3,627 shares; 2025Q1: 1,616 shares; 2025Q2: 1,413 shares; 2025Q3: 2,499 shares; 2025Q4: 2,669 shares; 2026Q1: 2,833 shares 2,833 $9.57M 0.17% +164 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,919 shares; 2024Q4: 58,547 shares; 2025Q1: 58,092 shares; 2025Q2: 64,424 shares; 2025Q3: 63,876 shares; 2025Q4: 62,473 shares; 2026Q1: 67,280 shares 67,280 $9.51M 0.17% +4,807 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: 26,955 shares; 2024Q4: 27,724 shares; 2025Q1: 31,678 shares; 2025Q2: 32,922 shares; 2025Q3: 31,702 shares; 2025Q4: 29,177 shares; 2026Q1: 64,800 shares 64,800 $9.36M 0.16% +35,623 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: 59,989 shares; 2024Q4: 67,341 shares; 2025Q1: 21,919 shares; 2025Q2: 19,420 shares; 2025Q3: 25,286 shares; 2025Q4: 24,011 shares; 2026Q1: 26,788 shares 26,788 $9.16M 0.16% +2,777 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: 213,701 shares; 2024Q4: 231,142 shares; 2025Q1: 225,756 shares; 2025Q2: 198,224 shares; 2025Q3: 199,817 shares; 2025Q4: 197,812 shares; 2026Q1: 182,750 shares 182,750 $8.94M 0.16% -15,062 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,522 shares; 2024Q4: 17,451 shares; 2025Q1: 33,018 shares; 2025Q2: 38,104 shares; 2025Q3: 43,137 shares; 2025Q4: 45,472 shares; 2026Q1: 46,264 shares 46,264 $8.92M 0.16% +792 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,540 shares; 2024Q4: 134,356 shares; 2025Q1: 131,040 shares; 2025Q2: 156,236 shares; 2025Q3: 172,645 shares; 2025Q4: 178,471 shares; 2026Q1: 195,571 shares 195,571 $8.76M 0.15% +17,100 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: 28,070 shares; 2024Q4: 31,801 shares; 2025Q1: 10,590 shares; 2025Q2: 8,424 shares; 2025Q3: 10,009 shares; 2025Q4: 10,284 shares; 2026Q1: 9,942 shares 9,942 $8.6M 0.15% -342 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: 4,400 shares; 2024Q4: not reported; 2025Q1: 37,478 shares; 2025Q2: 39,075 shares; 2025Q3: 71,714 shares; 2025Q4: 76,217 shares; 2026Q1: 78,935 shares 78,935 $8.54M 0.15% +2,718 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: 78,933 shares; 2024Q4: 85,095 shares; 2025Q1: 39,026 shares; 2025Q2: 33,152 shares; 2025Q3: 33,374 shares; 2025Q4: 36,207 shares; 2026Q1: 37,968 shares 37,968 $8.26M 0.14% +1,761 Timeline SHM 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: 154,335 shares; 2024Q4: 155,697 shares; 2025Q1: 136,266 shares; 2025Q2: 139,738 shares; 2025Q3: 142,299 shares; 2025Q4: 159,329 shares; 2026Q1: 168,403 shares 168,403 $8.05M 0.14% +9,074 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: 4,234 shares; 2024Q4: 4,256 shares; 2025Q1: 6,210 shares; 2025Q2: 7,886 shares; 2025Q3: 21,151 shares; 2025Q4: 22,269 shares; 2026Q1: 22,408 shares 22,408 $8.01M 0.14% +139 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: 6,613 shares; 2024Q4: 6,624 shares; 2025Q1: 14,321 shares; 2025Q2: 9,971 shares; 2025Q3: 10,066 shares; 2025Q4: 11,613 shares; 2026Q1: 18,299 shares 18,299 $7.99M 0.14% +6,686 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: 10,716 shares; 2024Q4: 10,647 shares; 2025Q1: 92,439 shares; 2025Q2: 91,487 shares; 2025Q3: 51,774 shares; 2025Q4: 44,929 shares; 2026Q1: 41,013 shares 41,013 $7.96M 0.14% -3,916 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: 99,807 shares; 2024Q4: 100,994 shares; 2025Q1: 63,462 shares; 2025Q2: 55,834 shares; 2025Q3: 56,148 shares; 2025Q4: 56,553 shares; 2026Q1: 53,635 shares 53,635 $7.89M 0.14% -2,918 Timeline HYMB 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: 560,119 shares; 2024Q4: 586,856 shares; 2025Q1: 578,953 shares; 2025Q2: 549,509 shares; 2025Q3: 576,876 shares; 2025Q4: 585,312 shares; 2026Q1: 315,994 shares 315,994 $7.84M 0.14% -269,318 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: 16,633 shares; 2024Q4: 18,027 shares; 2025Q1: 17,783 shares; 2025Q2: 18,717 shares; 2025Q3: 19,417 shares; 2025Q4: 22,393 shares; 2026Q1: 23,670 shares 23,670 $7.78M 0.14% +1,277 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: 3,280 shares; 2024Q4: 3,330 shares; 2025Q1: 25,032 shares; 2025Q2: 25,314 shares; 2025Q3: 30,924 shares; 2025Q4: 27,083 shares; 2026Q1: 34,054 shares 34,054 $7.15M 0.12% +6,971 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,856 shares; 2024Q4: 9,925 shares; 2025Q1: 11,655 shares; 2025Q2: 13,972 shares; 2025Q3: 17,147 shares; 2025Q4: 20,592 shares; 2026Q1: 21,103 shares 21,103 $7.13M 0.12% +511 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,900 shares; 2025Q2: 72,203 shares; 2025Q3: 67,988 shares; 2025Q4: 72,785 shares; 2026Q1: 77,233 shares 77,233 $7.11M 0.12% +4,448 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93,212 shares; 2025Q2: 99,592 shares; 2025Q3: 112,630 shares; 2025Q4: 112,008 shares; 2026Q1: 113,729 shares 113,729 $6.94M 0.12% +1,721 Timeline SPIB 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: 205,490 shares; 2024Q4: 228,763 shares; 2025Q1: 203,001 shares; 2025Q2: 209,119 shares; 2025Q3: 213,352 shares; 2025Q4: 206,531 shares; 2026Q1: 202,653 shares 202,653 $6.8M 0.12% -3,878 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: 100,659 shares; 2024Q4: 106,662 shares; 2025Q1: 121,989 shares; 2025Q2: 127,729 shares; 2025Q3: 227,868 shares; 2025Q4: 258,668 shares; 2026Q1: 283,119 shares 283,119 $6.74M 0.12% +24,451 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 1,604 shares; 2025Q1: 273 shares; 2025Q2: 3,894 shares; 2025Q3: 47,068 shares; 2025Q4: 55,436 shares; 2026Q1: 69,858 shares 69,858 $6.45M 0.11% +14,422 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: 2,612 shares; 2024Q4: 2,994 shares; 2025Q1: 67,235 shares; 2025Q2: 72,087 shares; 2025Q3: 69,172 shares; 2025Q4: 68,998 shares; 2026Q1: 69,865 shares 69,865 $6.44M 0.11% +867 Timeline DEM 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: 117,283 shares; 2024Q4: 124,273 shares; 2025Q1: 122,891 shares; 2025Q2: 125,718 shares; 2025Q3: 126,274 shares; 2025Q4: 124,743 shares; 2026Q1: 125,189 shares 125,189 $6.22M 0.11% +446 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: 14,317 shares; 2024Q4: 13,726 shares; 2025Q1: 17,100 shares; 2025Q2: 17,325 shares; 2025Q3: 17,486 shares; 2025Q4: 17,955 shares; 2026Q1: 19,698 shares 19,698 $6.12M 0.11% +1,743 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: 76,687 shares; 2024Q4: 72,456 shares; 2025Q1: 72,534 shares; 2025Q2: 75,283 shares; 2025Q3: 78,985 shares; 2025Q4: 84,453 shares; 2026Q1: 83,687 shares 83,687 $6M 0.1% -766 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 4,223 shares; 2025Q1: 14,400 shares; 2025Q2: 15,151 shares; 2025Q3: 15,949 shares; 2025Q4: 19,240 shares; 2026Q1: 20,321 shares 20,321 $5.77M 0.1% +1,081 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,177 shares; 2025Q4: 4,699 shares; 2026Q1: 5,235 shares 5,235 $5.72M 0.1% +536 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,727 shares; 2024Q4: 50,706 shares; 2025Q1: 51,774 shares; 2025Q2: 53,263 shares; 2025Q3: 69,491 shares; 2025Q4: 73,926 shares; 2026Q1: 79,095 shares 79,095 $5.72M 0.1% +5,169 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: 4,812 shares; 2024Q4: 5,067 shares; 2025Q1: 1,606 shares; 2025Q2: 1,252 shares; 2025Q3: 6,066 shares; 2025Q4: 7,205 shares; 2026Q1: 7,738 shares 7,738 $5.71M 0.1% +533 Timeline SPSB 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: 199,475 shares; 2024Q4: 249,956 shares; 2025Q1: 225,916 shares; 2025Q2: 212,799 shares; 2025Q3: 191,495 shares; 2025Q4: 192,116 shares; 2026Q1: 188,946 shares 188,946 $5.68M 0.1% -3,170 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: 53,449 shares; 2024Q4: 52,471 shares; 2025Q1: 53,628 shares; 2025Q2: 48,371 shares; 2025Q3: 49,104 shares; 2025Q4: 49,001 shares; 2026Q1: 53,422 shares 53,422 $5.67M 0.1% +4,421 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: 51,102 shares; 2024Q4: 55,395 shares; 2025Q1: 53,980 shares; 2025Q2: 51,092 shares; 2025Q3: 52,105 shares; 2025Q4: 52,757 shares; 2026Q1: 52,599 shares 52,599 $5.6M 0.1% -158 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: 31,174 shares; 2024Q4: 93,519 shares; 2025Q1: 121,082 shares; 2025Q2: 120,000 shares; 2025Q3: 225,116 shares; 2025Q4: 223,489 shares; 2026Q1: 218,927 shares 218,927 $5.5M 0.1% -4,562 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,891 shares; 2025Q4: 18,578 shares; 2026Q1: 23,584 shares 23,584 $5.47M 0.1% +5,006 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: 34,553 shares; 2024Q4: 37,213 shares; 2025Q1: 34,305 shares; 2025Q2: 29,494 shares; 2025Q3: 28,104 shares; 2025Q4: 37,930 shares; 2026Q1: 45,169 shares 45,169 $5.43M 0.09% +7,239 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: 75,403 shares; 2024Q4: 87,530 shares; 2025Q1: 113,199 shares; 2025Q2: 115,188 shares; 2025Q3: 111,063 shares; 2025Q4: 111,344 shares; 2026Q1: 111,224 shares 111,224 $5.42M 0.09% -120 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: 16,300 shares; 2025Q1: 8,011 shares; 2025Q2: 6,421 shares; 2025Q3: 6,273 shares; 2025Q4: 5,410 shares; 2026Q1: 5,419 shares 5,419 $5.21M 0.09% +9 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,775 shares; 2025Q4: 16,492 shares; 2026Q1: 17,115 shares 17,115 $5.15M 0.09% +623 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: 44,890 shares; 2025Q1: 46,111 shares; 2025Q2: 48,428 shares; 2025Q3: 44,911 shares; 2025Q4: 41,474 shares; 2026Q1: 41,579 shares 41,579 $5.11M 0.09% +105 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: 28,480 shares; 2024Q4: 28,156 shares; 2025Q1: 27,480 shares; 2025Q2: 28,604 shares; 2025Q3: 29,161 shares; 2025Q4: 28,148 shares; 2026Q1: 20,886 shares 20,886 $5.08M 0.09% -7,262 Timeline IJS 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: 43,403 shares; 2024Q4: 43,403 shares; 2025Q1: 45,141 shares; 2025Q2: 42,541 shares; 2025Q3: 42,541 shares; 2025Q4: 42,541 shares; 2026Q1: 42,541 shares 42,541 $5.04M 0.09% 0 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: 17,567 shares; 2024Q4: 20,036 shares; 2025Q1: 74,846 shares; 2025Q2: 72,779 shares; 2025Q3: 78,169 shares; 2025Q4: 79,540 shares; 2026Q1: 82,927 shares 82,927 $5.03M 0.09% +3,387 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: 58,581 shares; 2024Q4: 49,478 shares; 2025Q1: 35,160 shares; 2025Q2: 34,566 shares; 2025Q3: 71,750 shares; 2025Q4: 137,497 shares; 2026Q1: 112,083 shares 112,083 $4.95M 0.09% -25,414 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,518 shares; 2025Q2: 30,858 shares; 2025Q3: 42,418 shares; 2025Q4: 43,221 shares; 2026Q1: 43,752 shares 43,752 $4.92M 0.09% +531 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,334 shares; 2024Q4: 118,810 shares; 2025Q1: 125,976 shares; 2025Q2: 130,135 shares; 2025Q3: 132,210 shares; 2025Q4: 129,699 shares; 2026Q1: 126,608 shares 126,608 $4.84M 0.08% -3,091 Timeline VT 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: 18,879 shares; 2024Q4: 18,183 shares; 2025Q1: 18,675 shares; 2025Q2: 19,821 shares; 2025Q3: 19,435 shares; 2025Q4: 20,064 shares; 2026Q1: 34,822 shares 34,822 $4.82M 0.08% +14,758 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: 4,054 shares; 2024Q4: 4,932 shares; 2025Q1: 5,402 shares; 2025Q2: 6,523 shares; 2025Q3: 7,783 shares; 2025Q4: 9,058 shares; 2026Q1: 9,603 shares 9,603 $4.8M 0.08% +545 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: 1,465 shares; 2024Q4: 1,632 shares; 2025Q1: 3,440 shares; 2025Q2: 3,982 shares; 2025Q3: 4,143 shares; 2025Q4: 4,314 shares; 2026Q1: 5,488 shares 5,488 $4.79M 0.08% +1,174 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: 25,972 shares; 2024Q4: 20,183 shares; 2025Q1: 13,362 shares; 2025Q2: 16,260 shares; 2025Q3: 18,268 shares; 2025Q4: 21,985 shares; 2026Q1: 32,680 shares 32,680 $4.78M 0.08% +10,695 Timeline DES 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: 131,996 shares; 2024Q4: 139,400 shares; 2025Q1: 134,998 shares; 2025Q2: 120,583 shares; 2025Q3: 125,966 shares; 2025Q4: 128,692 shares; 2026Q1: 132,137 shares 132,137 $4.75M 0.08% +3,445 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: 14,477 shares; 2024Q4: 15,982 shares; 2025Q1: 17,736 shares; 2025Q2: 17,805 shares; 2025Q3: 22,196 shares; 2025Q4: 21,506 shares; 2026Q1: 22,434 shares 22,434 $4.74M 0.08% +928 Timeline DLS 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: 57,895 shares; 2024Q4: 60,432 shares; 2025Q1: 57,498 shares; 2025Q2: 56,768 shares; 2025Q3: 56,060 shares; 2025Q4: 56,114 shares; 2026Q1: 56,243 shares 56,243 $4.58M 0.08% +129 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: 35,718 shares; 2024Q4: 38,248 shares; 2025Q1: 13,185 shares; 2025Q2: 12,036 shares; 2025Q3: 25,174 shares; 2025Q4: 30,458 shares; 2026Q1: 33,531 shares 33,531 $4.53M 0.08% +3,073 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,448 shares; 2024Q4: 197,111 shares; 2025Q1: 77,664 shares; 2025Q2: 68,419 shares; 2025Q3: 59,460 shares; 2025Q4: 53,350 shares; 2026Q1: 46,882 shares 46,882 $4.5M 0.08% -6,468 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,692 shares; 2024Q4: 39,086 shares; 2025Q1: 50,053 shares; 2025Q2: 53,683 shares; 2025Q3: 53,747 shares; 2025Q4: 52,130 shares; 2026Q1: 58,854 shares 58,854 $4.48M 0.08% +6,724 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,438 shares; 2024Q4: 40,680 shares; 2025Q1: 42,438 shares; 2025Q2: 41,989 shares; 2025Q3: 46,858 shares; 2025Q4: 46,537 shares; 2026Q1: 49,878 shares 49,878 $4.47M 0.08% +3,341 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,980 shares; 2024Q4: 10,364 shares; 2025Q1: 10,919 shares; 2025Q2: 12,747 shares; 2025Q3: 14,249 shares; 2025Q4: 14,196 shares; 2026Q1: 14,709 shares 14,709 $4.45M 0.08% +513 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: 9,430 shares; 2024Q4: 9,597 shares; 2025Q1: 15,891 shares; 2025Q2: 17,022 shares; 2025Q3: 41,053 shares; 2025Q4: 40,480 shares; 2026Q1: 33,942 shares 33,942 $4.37M 0.08% -6,538 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: 4,133 shares; 2024Q4: 4,075 shares; 2025Q1: 4,300 shares; 2025Q2: 4,347 shares; 2025Q3: 4,334 shares; 2025Q4: 4,211 shares; 2026Q1: 4,829 shares 4,829 $4.32M 0.08% +618 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: 5,723 shares; 2024Q4: 6,130 shares; 2025Q1: 25,607 shares; 2025Q2: 7,546 shares; 2025Q3: 7,546 shares; 2025Q4: 11,694 shares; 2026Q1: 11,966 shares 11,966 $4.27M 0.07% +272 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,785 shares; 2024Q4: 35,455 shares; 2025Q1: 37,069 shares; 2025Q2: 35,496 shares; 2025Q3: 34,877 shares; 2025Q4: 35,974 shares; 2026Q1: 36,749 shares 36,749 $4.25M 0.07% +775 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: 8,160 shares; 2024Q4: 8,016 shares; 2025Q1: 15,407 shares; 2025Q2: 17,444 shares; 2025Q3: 14,702 shares; 2025Q4: 13,949 shares; 2026Q1: 13,980 shares 13,980 $4.23M 0.07% +31 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: 12,985 shares; 2024Q4: 13,314 shares; 2025Q1: 11,657 shares; 2025Q2: 11,503 shares; 2025Q3: 11,993 shares; 2025Q4: 12,245 shares; 2026Q1: 11,822 shares 11,822 $4.16M 0.07% -423 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: 65,246 shares; 2024Q4: 63,334 shares; 2025Q1: 60,967 shares; 2025Q2: 60,730 shares; 2025Q3: 60,242 shares; 2025Q4: 60,242 shares; 2026Q1: 58,294 shares 58,294 $4.13M 0.07% -1,948 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,611 shares; 2024Q4: 7,310 shares; 2025Q1: 4,149 shares; 2025Q2: 4,452 shares; 2025Q3: 7,212 shares; 2025Q4: 7,796 shares; 2026Q1: 7,205 shares 7,205 $4.06M 0.07% -591 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,254 shares; 2026Q1: 75,464 shares 75,464 $4.04M 0.07% -43,790 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102,574 shares; 2025Q3: 218,000 shares; 2025Q4: 211,285 shares; 2026Q1: 208,805 shares 208,805 $3.94M 0.07% -2,480 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,001 shares; 2024Q4: 37,135 shares; 2025Q1: 48,254 shares; 2025Q2: 47,274 shares; 2025Q3: 48,621 shares; 2025Q4: 51,691 shares; 2026Q1: 49,742 shares 49,742 $3.91M 0.07% -1,949 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: 119,637 shares; 2024Q4: 118,918 shares; 2025Q1: 112,732 shares; 2025Q2: 137,433 shares; 2025Q3: 123,627 shares; 2025Q4: 120,324 shares; 2026Q1: 76,290 shares 76,290 $3.83M 0.07% -44,034 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,068 shares; 2024Q4: 11,122 shares; 2025Q1: 13,512 shares; 2025Q2: 15,416 shares; 2025Q3: 17,473 shares; 2025Q4: 16,297 shares; 2026Q1: 19,187 shares 19,187 $3.82M 0.07% +2,890 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: 1,822 shares; 2024Q4: 2,495 shares; 2025Q1: 2,217 shares; 2025Q2: 3,105 shares; 2025Q3: 3,567 shares; 2025Q4: 3,430 shares; 2026Q1: 4,428 shares 4,428 $3.75M 0.07% +998 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: 6,596 shares; 2024Q4: 7,403 shares; 2025Q1: 8,894 shares; 2025Q2: 9,622 shares; 2025Q3: 12,689 shares; 2025Q4: 11,776 shares; 2026Q1: 12,262 shares 12,262 $3.62M 0.06% +486 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: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,119 shares; 2025Q2: 6,734 shares; 2025Q3: 6,735 shares; 2025Q4: 13,946 shares; 2026Q1: 16,786 shares 16,786 $3.59M 0.06% +2,840 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: 19,096 shares; 2024Q4: 30,276 shares; 2025Q1: 35,103 shares; 2025Q2: 33,234 shares; 2025Q3: 33,220 shares; 2025Q4: 47,385 shares; 2026Q1: 45,466 shares 45,466 $3.56M 0.06% -1,919 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,663 shares; 2024Q4: 4,121 shares; 2025Q1: 22,609 shares; 2025Q2: 26,373 shares; 2025Q3: 28,542 shares; 2025Q4: 28,576 shares; 2026Q1: 26,952 shares 26,952 $3.53M 0.06% -1,624 Timeline SCHH 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: 182,128 shares; 2024Q4: 163,935 shares; 2025Q1: 157,459 shares; 2025Q2: 162,883 shares; 2025Q3: 161,982 shares; 2025Q4: 166,486 shares; 2026Q1: 162,140 shares 162,140 $3.48M 0.06% -4,346 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,025 shares; 2025Q2: 22,077 shares; 2025Q3: 22,506 shares; 2025Q4: 25,555 shares; 2026Q1: 27,516 shares 27,516 $3.48M 0.06% +1,961 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,399 shares; 2025Q1: 853 shares; 2025Q2: 664 shares; 2025Q3: 600 shares; 2025Q4: 519 shares; 2026Q1: 528 shares 528 $3.48M 0.06% +9 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: 21,874 shares; 2024Q4: 69,458 shares; 2025Q1: 69,359 shares; 2025Q2: 79,837 shares; 2025Q3: 96,071 shares; 2025Q4: 77,726 shares; 2026Q1: 113,265 shares 113,265 $3.47M 0.06% +35,539 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: 18,390 shares; 2024Q4: 19,330 shares; 2025Q1: 26,279 shares; 2025Q2: 41,062 shares; 2025Q3: 39,392 shares; 2025Q4: 39,202 shares; 2026Q1: 38,296 shares 38,296 $3.47M 0.06% -906 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: 156,049 shares; 2024Q4: 159,305 shares; 2025Q1: 165,204 shares; 2025Q2: 173,053 shares; 2025Q3: 174,553 shares; 2025Q4: 176,606 shares; 2026Q1: 175,813 shares 175,813 $3.45M 0.06% -793 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: 25,426 shares; 2024Q4: 21,030 shares; 2025Q1: 20,692 shares; 2025Q2: 20,354 shares; 2025Q3: 20,594 shares; 2025Q4: 21,201 shares; 2026Q1: 18,188 shares 18,188 $3.45M 0.06% -3,013 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,149 shares; 2024Q4: 17,926 shares; 2025Q1: 38,617 shares; 2025Q2: 49,658 shares; 2025Q3: 48,645 shares; 2025Q4: 57,896 shares; 2026Q1: 68,319 shares 68,319 $3.43M 0.06% +10,423 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: not reported; 2024Q4: 157,660 shares; 2025Q1: 175,430 shares; 2025Q2: 184,988 shares; 2025Q3: 188,338 shares; 2025Q4: 202,381 shares; 2026Q1: 208,302 shares 208,302 $3.43M 0.06% +5,921 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: 149,561 shares; 2024Q4: 152,532 shares; 2025Q1: 157,340 shares; 2025Q2: 163,331 shares; 2025Q3: 164,587 shares; 2025Q4: 165,722 shares; 2026Q1: 167,748 shares 167,748 $3.43M 0.06% +2,026 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: 160,247 shares; 2024Q4: 164,495 shares; 2025Q1: 172,029 shares; 2025Q2: 177,772 shares; 2025Q3: 179,312 shares; 2025Q4: 181,561 shares; 2026Q1: 183,576 shares 183,576 $3.43M 0.06% +2,015 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: 158,798 shares; 2024Q4: 161,294 shares; 2025Q1: 166,880 shares; 2025Q2: 174,010 shares; 2025Q3: 174,506 shares; 2025Q4: 174,459 shares; 2026Q1: 175,187 shares 175,187 $3.42M 0.06% +728 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,694 shares; 2024Q4: 43,505 shares; 2025Q1: 6,840 shares; 2025Q2: 3,715 shares; 2025Q3: 17,769 shares; 2025Q4: 19,675 shares; 2026Q1: 19,643 shares 19,643 $3.38M 0.06% -32 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: 172,670 shares; 2024Q4: 181,942 shares; 2025Q1: 184,930 shares; 2025Q2: 190,900 shares; 2025Q3: 194,872 shares; 2025Q4: 197,517 shares; 2026Q1: 200,282 shares 200,282 $3.35M 0.06% +2,765 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: 17,682 shares; 2024Q4: 19,287 shares; 2025Q1: 29,763 shares; 2025Q2: 29,023 shares; 2025Q3: 31,345 shares; 2025Q4: 36,127 shares; 2026Q1: 32,246 shares 32,246 $3.31M 0.06% -3,881 Timeline SCHZ 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: 85,066 shares; 2024Q4: 159,016 shares; 2025Q1: 165,523 shares; 2025Q2: 158,145 shares; 2025Q3: 151,442 shares; 2025Q4: 162,611 shares; 2026Q1: 140,212 shares 140,212 $3.26M 0.06% -22,399 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,733 shares; 2025Q4: 34,934 shares; 2026Q1: 42,366 shares 42,366 $3.19M 0.06% +7,432 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,299 shares; 2024Q4: 81,647 shares; 2025Q1: 80,799 shares; 2025Q2: 110,030 shares; 2025Q3: 109,782 shares; 2025Q4: 105,376 shares; 2026Q1: 108,045 shares 108,045 $3.15M 0.05% +2,669 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148,395 shares; 2026Q1: 151,772 shares 151,772 $3.12M 0.05% +3,377 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,878 shares; 2025Q4: 26,681 shares; 2026Q1: 29,369 shares 29,369 $3.09M 0.05% +2,688 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: 2,478 shares; 2024Q4: 2,722 shares; 2025Q1: 6,786 shares; 2025Q2: 3,898 shares; 2025Q3: 4,262 shares; 2025Q4: 4,318 shares; 2026Q1: 4,394 shares 4,394 $3.07M 0.05% +76 Timeline FNDX 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: 30,445 shares; 2024Q4: 97,529 shares; 2025Q1: 101,889 shares; 2025Q2: 107,688 shares; 2025Q3: 114,130 shares; 2025Q4: 116,521 shares; 2026Q1: 109,114 shares 109,114 $3.04M 0.05% -7,407 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: 23,998 shares; 2024Q4: 24,800 shares; 2025Q1: 27,939 shares; 2025Q2: 27,173 shares; 2025Q3: 30,579 shares; 2025Q4: 32,814 shares; 2026Q1: 34,431 shares 34,431 $3.04M 0.05% +1,617 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: 53,418 shares; 2024Q4: 52,036 shares; 2025Q1: 51,727 shares; 2025Q2: 58,577 shares; 2025Q3: 48,313 shares; 2025Q4: 44,665 shares; 2026Q1: 53,238 shares 53,238 $3.01M 0.05% +8,573 Timeline IWN 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: 17,278 shares; 2024Q4: 16,826 shares; 2025Q1: 16,238 shares; 2025Q2: 16,802 shares; 2025Q3: 16,596 shares; 2025Q4: 16,599 shares; 2026Q1: 15,830 shares 15,830 $3M 0.05% -769 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,373 shares; 2025Q4: 77,517 shares; 2026Q1: 93,635 shares 93,635 $2.98M 0.05% +16,118 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,988 shares; 2025Q1: 27,271 shares; 2025Q2: 30,762 shares; 2025Q3: 35,172 shares; 2025Q4: 34,806 shares; 2026Q1: 40,867 shares 40,867 $2.97M 0.05% +6,061 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: 21,711 shares; 2024Q4: 23,611 shares; 2025Q1: 22,732 shares; 2025Q2: 21,882 shares; 2025Q3: 20,890 shares; 2025Q4: 19,874 shares; 2026Q1: 19,012 shares 19,012 $2.95M 0.05% -862 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,044 shares; 2024Q4: 31,638 shares; 2025Q1: 29,692 shares; 2025Q2: 37,410 shares; 2025Q3: 36,365 shares; 2025Q4: 36,238 shares; 2026Q1: 35,823 shares 35,823 $2.94M 0.05% -415 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: 7,682 shares; 2024Q4: 8,057 shares; 2025Q1: 78,236 shares; 2025Q2: 69,913 shares; 2025Q3: 38,929 shares; 2025Q4: 42,242 shares; 2026Q1: 51,688 shares 51,688 $2.88M 0.05% +9,446 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $2.87M 0.05% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,094 shares; 2024Q4: 9,821 shares; 2025Q1: 29,931 shares; 2025Q2: 35,359 shares; 2025Q3: 37,181 shares; 2025Q4: 40,465 shares; 2026Q1: 42,739 shares 42,739 $2.84M 0.05% +2,274 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,592 shares; 2024Q4: 10,310 shares; 2025Q1: 12,352 shares; 2025Q2: 11,344 shares; 2025Q3: 13,126 shares; 2025Q4: 12,513 shares; 2026Q1: 13,167 shares 13,167 $2.83M 0.05% +654 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: 14,779 shares; 2024Q4: 17,563 shares; 2025Q1: 15,970 shares; 2025Q2: 19,736 shares; 2025Q3: 22,238 shares; 2025Q4: 20,820 shares; 2026Q1: 17,164 shares 17,164 $2.82M 0.05% -3,656 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,163 shares; 2024Q4: 19,431 shares; 2025Q1: 19,780 shares; 2025Q2: 19,195 shares; 2025Q3: 19,401 shares; 2025Q4: 20,495 shares; 2026Q1: 29,760 shares 29,760 $2.76M 0.05% +9,265 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: 8,335 shares; 2026Q1: 9,788 shares 9,788 $2.76M 0.05% +1,453 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: 9,498 shares; 2024Q4: 12,738 shares; 2025Q1: 12,886 shares; 2025Q2: 23,769 shares; 2025Q3: 24,990 shares; 2025Q4: 23,768 shares; 2026Q1: 24,189 shares 24,189 $2.74M 0.05% +421 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: 5,856 shares; 2025Q1: 5,439 shares; 2025Q2: 5,655 shares; 2025Q3: 6,017 shares; 2025Q4: 6,855 shares; 2026Q1: 7,858 shares 7,858 $2.7M 0.05% +1,003 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: 21,505 shares; 2024Q4: 22,758 shares; 2025Q1: 28,811 shares; 2025Q2: 29,610 shares; 2025Q3: 34,975 shares; 2025Q4: 30,293 shares; 2026Q1: 33,837 shares 33,837 $2.69M 0.05% +3,544 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,367 shares; 2025Q4: 28,211 shares; 2026Q1: 27,589 shares 27,589 $2.69M 0.05% -622 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,497 shares; 2024Q4: 7,264 shares; 2025Q1: 10,075 shares; 2025Q2: 8,947 shares; 2025Q3: 8,585 shares; 2025Q4: 16,650 shares; 2026Q1: 20,197 shares 20,197 $2.68M 0.05% +3,547 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,171 shares; 2025Q2: 30,743 shares; 2025Q3: 37,765 shares; 2025Q4: 44,757 shares; 2026Q1: 50,667 shares 50,667 $2.66M 0.05% +5,910 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,904 shares; 2025Q2: 3,194 shares; 2025Q3: 24,985 shares; 2025Q4: 37,368 shares; 2026Q1: 39,846 shares 39,846 $2.64M 0.05% +2,478 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: 4,487 shares; 2024Q4: 4,103 shares; 2025Q1: 3,118 shares; 2025Q2: 7,059 shares; 2025Q3: 8,293 shares; 2025Q4: 9,146 shares; 2026Q1: 9,085 shares 9,085 $2.61M 0.05% -61 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,073 shares; 2024Q4: 65,498 shares; 2025Q1: 63,191 shares; 2025Q2: 68,056 shares; 2025Q3: 61,254 shares; 2025Q4: 59,721 shares; 2026Q1: 60,673 shares 60,673 $2.58M 0.04% +952 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: 1,246 shares; 2024Q4: 1,011 shares; 2025Q1: 942 shares; 2025Q2: 925 shares; 2025Q3: 1,308 shares; 2025Q4: 1,409 shares; 2026Q1: 1,674 shares 1,674 $2.46M 0.04% +265 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: not reported; 2024Q4: not reported; 2025Q1: 19,131 shares; 2025Q2: 21,678 shares; 2025Q3: 24,256 shares; 2025Q4: 25,284 shares; 2026Q1: 28,715 shares 28,715 $2.44M 0.04% +3,431 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,637 shares; 2024Q4: 12,122 shares; 2025Q1: 14,029 shares; 2025Q2: 15,348 shares; 2025Q3: 14,885 shares; 2025Q4: 15,031 shares; 2026Q1: 18,784 shares 18,784 $2.44M 0.04% +3,753 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,423 shares; 2025Q3: 60,423 shares; 2025Q4: 34,651 shares; 2026Q1: 30,823 shares 30,823 $2.42M 0.04% -3,828 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: 6,195 shares; 2025Q2: 7,067 shares; 2025Q3: 7,572 shares; 2025Q4: 7,994 shares; 2026Q1: 8,503 shares 8,503 $2.41M 0.04% +509 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: 8,308 shares; 2024Q4: 8,706 shares; 2025Q1: 10,255 shares; 2025Q2: 9,895 shares; 2025Q3: 9,609 shares; 2025Q4: 9,753 shares; 2026Q1: 9,681 shares 9,681 $2.4M 0.04% -72 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: 8,476 shares; 2024Q4: 10,635 shares; 2025Q1: 9,640 shares; 2025Q2: 10,153 shares; 2025Q3: 12,604 shares; 2025Q4: 10,189 shares; 2026Q1: 10,120 shares 10,120 $2.39M 0.04% -69 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 1,982 shares; 2025Q1: 11,696 shares; 2025Q2: 12,051 shares; 2025Q3: 2,566 shares; 2025Q4: 1,455 shares; 2026Q1: 3,948 shares 3,948 $2.39M 0.04% +2,493 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: 5,441 shares; 2024Q4: 5,504 shares; 2025Q1: 4,931 shares; 2025Q2: 6,667 shares; 2025Q3: 28,874 shares; 2025Q4: 29,291 shares; 2026Q1: 29,187 shares 29,187 $2.39M 0.04% -104 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: 16,791 shares; 2024Q4: 21,878 shares; 2025Q1: 19,007 shares; 2025Q2: 20,063 shares; 2025Q3: 20,366 shares; 2025Q4: 24,428 shares; 2026Q1: 21,005 shares 21,005 $2.38M 0.04% -3,423 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: 16,690 shares; 2024Q4: 16,813 shares; 2025Q1: 17,497 shares; 2025Q2: 18,343 shares; 2025Q3: 18,779 shares; 2025Q4: 23,957 shares; 2026Q1: 24,411 shares 24,411 $2.37M 0.04% +454 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,197 shares; 2024Q4: 12,967 shares; 2025Q1: 18,595 shares; 2025Q2: 19,719 shares; 2025Q3: 20,780 shares; 2025Q4: 18,298 shares; 2026Q1: 17,841 shares 17,841 $2.36M 0.04% -457 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,428 shares; 2025Q2: 12,759 shares; 2025Q3: 14,006 shares; 2025Q4: 14,668 shares; 2026Q1: 15,851 shares 15,851 $2.29M 0.04% +1,183 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,722 shares; 2024Q4: 4,147 shares; 2025Q1: 9,507 shares; 2025Q2: 10,356 shares; 2025Q3: 10,718 shares; 2025Q4: 11,434 shares; 2026Q1: 9,325 shares 9,325 $2.26M 0.04% -2,109 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: 7,316 shares; 2024Q4: 16,914 shares; 2025Q1: 14,837 shares; 2025Q2: 14,725 shares; 2025Q3: 17,555 shares; 2025Q4: 15,476 shares; 2026Q1: 14,012 shares 14,012 $2.25M 0.04% -1,464 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,340 shares; 2025Q1: 1,340 shares; 2025Q2: 1,397 shares; 2025Q3: 1,304 shares; 2025Q4: 1,567 shares; 2026Q1: 4,845 shares 4,845 $2.24M 0.04% +3,278 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: 14,131 shares; 2024Q4: 13,716 shares; 2025Q1: 21,568 shares; 2025Q2: 24,266 shares; 2025Q3: 27,771 shares; 2025Q4: 31,745 shares; 2026Q1: 31,137 shares 31,137 $2.24M 0.04% -608 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,633 shares; 2024Q4: 85,810 shares; 2025Q1: 78,879 shares; 2025Q2: 81,727 shares; 2025Q3: 84,297 shares; 2025Q4: 85,521 shares; 2026Q1: 86,965 shares 86,965 $2.18M 0.04% +1,444 Timeline WSR WHITESTONE REIT More: the full row for WHITESTONE REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106,785 shares; 2025Q1: 111,529 shares; 2025Q2: 112,746 shares; 2025Q3: 119,862 shares; 2025Q4: 121,130 shares; 2026Q1: 134,060 shares 134,060 $2.17M 0.04% +12,930 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,758 shares; 2024Q4: 9,682 shares; 2025Q1: 12,456 shares; 2025Q2: 13,072 shares; 2025Q3: 12,815 shares; 2025Q4: 12,068 shares; 2026Q1: 9,347 shares 9,347 $2.11M 0.04% -2,721 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,014 shares; 2025Q3: 2,113 shares; 2025Q4: 3,823 shares; 2026Q1: 5,744 shares 5,744 $2.09M 0.04% +1,921 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: 17,206 shares; 2024Q4: 18,129 shares; 2025Q1: 14,765 shares; 2025Q2: 15,460 shares; 2025Q3: 17,767 shares; 2025Q4: 14,766 shares; 2026Q1: 21,211 shares 21,211 $2.04M 0.04% +6,445 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,664 shares 129,664 $2.03M 0.04% new Timeline CMF 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: 24,249 shares; 2024Q4: 25,476 shares; 2025Q1: 33,986 shares; 2025Q2: 24,295 shares; 2025Q3: 34,071 shares; 2025Q4: 39,244 shares; 2026Q1: 35,210 shares 35,210 $2M 0.03% -4,034 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,251 shares; 2025Q2: not reported; 2025Q3: 6,336 shares; 2025Q4: 12,884 shares; 2026Q1: 19,266 shares 19,266 $1.95M 0.03% +6,382 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: not reported; 2024Q4: not reported; 2025Q1: 7,498 shares; 2025Q2: 7,442 shares; 2025Q3: 11,810 shares; 2025Q4: 14,854 shares; 2026Q1: 25,982 shares 25,982 $1.95M 0.03% +11,128 Timeline PBP 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: 200,423 shares; 2024Q4: 120,803 shares; 2025Q1: 110,605 shares; 2025Q2: 94,924 shares; 2025Q3: 92,124 shares; 2025Q4: 90,434 shares; 2026Q1: 88,159 shares 88,159 $1.94M 0.03% -2,275 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: 13,489 shares; 2024Q4: 10,767 shares; 2025Q1: 22,793 shares; 2025Q2: 27,875 shares; 2025Q3: 31,181 shares; 2025Q4: 31,753 shares; 2026Q1: 37,182 shares 37,182 $1.93M 0.03% +5,429 Timeline LOAR LOAR HOLDINGS INC More: the full row for LOAR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,372 shares; 2025Q1: not reported; 2025Q2: 33,703 shares; 2025Q3: 33,703 shares; 2025Q4: 33,703 shares; 2026Q1: 33,703 shares 33,703 $1.93M 0.03% 0 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: 4,285 shares; 2024Q4: 4,228 shares; 2025Q1: 5,360 shares; 2025Q2: 5,071 shares; 2025Q3: 5,107 shares; 2025Q4: 4,819 shares; 2026Q1: 3,923 shares 3,923 $1.93M 0.03% -896 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: 68,789 shares; 2024Q4: 72,064 shares; 2025Q1: 14,878 shares; 2025Q2: 10,420 shares; 2025Q3: 10,520 shares; 2025Q4: 10,781 shares; 2026Q1: 16,300 shares 16,300 $1.92M 0.03% +5,519 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: 1,502 shares; 2025Q1: 3,938 shares; 2025Q2: 3,959 shares; 2025Q3: 4,404 shares; 2025Q4: 3,309 shares; 2026Q1: 3,865 shares 3,865 $1.92M 0.03% +556 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,351 shares; 2025Q2: 30,241 shares; 2025Q3: 39,559 shares; 2025Q4: 48,259 shares; 2026Q1: 54,505 shares 54,505 $1.9M 0.03% +6,246 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: 14,114 shares; 2024Q4: 20,044 shares; 2025Q1: 31,645 shares; 2025Q2: 26,857 shares; 2025Q3: 26,539 shares; 2025Q4: 29,710 shares; 2026Q1: 27,986 shares 27,986 $1.89M 0.03% -1,724 Timeline DGS 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: 31,524 shares; 2024Q4: 32,474 shares; 2025Q1: 30,280 shares; 2025Q2: 31,182 shares; 2025Q3: 31,295 shares; 2025Q4: 30,964 shares; 2026Q1: 31,360 shares 31,360 $1.88M 0.03% +396 Timeline ACWI 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: 6,698 shares; 2024Q4: 6,732 shares; 2025Q1: 6,717 shares; 2025Q2: 8,586 shares; 2025Q3: 8,653 shares; 2025Q4: 13,154 shares; 2026Q1: 13,611 shares 13,611 $1.88M 0.03% +457 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: 32,116 shares; 2024Q4: 25,382 shares; 2025Q1: 24,733 shares; 2025Q2: 24,516 shares; 2025Q3: 22,074 shares; 2025Q4: 22,586 shares; 2026Q1: 23,164 shares 23,164 $1.85M 0.03% +578 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,069 shares; 2024Q4: 5,277 shares; 2025Q1: 6,090 shares; 2025Q2: 6,568 shares; 2025Q3: 7,956 shares; 2025Q4: 11,947 shares; 2026Q1: 13,733 shares 13,733 $1.8M 0.03% +1,786 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: 8,376 shares; 2024Q4: 7,821 shares; 2025Q1: 6,580 shares; 2025Q2: 6,191 shares; 2025Q3: 6,007 shares; 2025Q4: 5,231 shares; 2026Q1: 6,147 shares 6,147 $1.79M 0.03% +916 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: 1,314 shares; 2025Q2: 4,872 shares; 2025Q3: 5,760 shares; 2025Q4: 5,385 shares; 2026Q1: 9,735 shares 9,735 $1.78M 0.03% +4,350 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,916 shares; 2025Q4: 14,744 shares; 2026Q1: 37,315 shares 37,315 $1.73M 0.03% +22,571 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: 361 shares; 2024Q4: 402 shares; 2025Q1: 468 shares; 2025Q2: 803 shares; 2025Q3: 1,036 shares; 2025Q4: 1,273 shares; 2026Q1: 1,307 shares 1,307 $1.73M 0.03% +34 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,662 shares; 2025Q4: 64,384 shares; 2026Q1: 66,509 shares 66,509 $1.72M 0.03% +2,125 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: 12,798 shares; 2024Q4: 12,181 shares; 2025Q1: 19,393 shares; 2025Q2: 16,906 shares; 2025Q3: 16,881 shares; 2025Q4: 21,878 shares; 2026Q1: 19,799 shares 19,799 $1.69M 0.03% -2,079 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: 88,294 shares; 2024Q4: 95,161 shares; 2025Q1: 36,855 shares; 2025Q2: 24,805 shares; 2025Q3: 20,299 shares; 2025Q4: 18,305 shares; 2026Q1: 15,344 shares 15,344 $1.68M 0.03% -2,961 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,384 shares; 2024Q4: 2,352 shares; 2025Q1: 2,343 shares; 2025Q2: 2,655 shares; 2025Q3: 2,416 shares; 2025Q4: 2,450 shares; 2026Q1: 2,444 shares 2,444 $1.67M 0.03% -6 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: 30,109 shares; 2024Q4: 32,104 shares; 2025Q1: 10,899 shares; 2025Q2: 7,841 shares; 2025Q3: 6,429 shares; 2025Q4: 5,827 shares; 2026Q1: 6,191 shares 6,191 $1.64M 0.03% +364 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,668 shares; 2025Q4: 12,859 shares; 2026Q1: 13,639 shares 13,639 $1.64M 0.03% +780 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,156 shares; 2025Q4: 57,550 shares; 2026Q1: 66,223 shares 66,223 $1.64M 0.03% +8,673 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: 2,774 shares; 2024Q4: 2,329 shares; 2025Q1: 3,893 shares; 2025Q2: 2,753 shares; 2025Q3: 4,825 shares; 2025Q4: 4,795 shares; 2026Q1: 8,239 shares 8,239 $1.63M 0.03% +3,444 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 1,370 shares; 2025Q1: 1,842 shares; 2025Q2: 1,880 shares; 2025Q3: 2,107 shares; 2025Q4: 4,233 shares; 2026Q1: 3,784 shares 3,784 $1.63M 0.03% -449 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,800 shares; 2024Q4: 27,800 shares; 2025Q1: 27,300 shares; 2025Q2: 26,970 shares; 2025Q3: 26,970 shares; 2025Q4: 26,154 shares; 2026Q1: 44,930 shares 44,930 $1.62M 0.03% +18,776 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,509 shares; 2024Q4: 10,548 shares; 2025Q1: 14,194 shares; 2025Q2: 10,480 shares; 2025Q3: 21,577 shares; 2025Q4: 31,323 shares; 2026Q1: 40,646 shares 40,646 $1.62M 0.03% +9,323 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: 62,803 shares; 2024Q4: 71,939 shares; 2025Q1: 22,715 shares; 2025Q2: 28,604 shares; 2025Q3: 39,796 shares; 2025Q4: 26,525 shares; 2026Q1: 55,193 shares 55,193 $1.58M 0.03% +28,668 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,247 shares; 2024Q4: 6,277 shares; 2025Q1: 9,063 shares; 2025Q2: 8,702 shares; 2025Q3: 8,752 shares; 2025Q4: 8,702 shares; 2026Q1: 8,198 shares 8,198 $1.57M 0.03% -504 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: 3,135 shares; 2024Q4: 3,270 shares; 2025Q1: 4,285 shares; 2025Q2: 4,758 shares; 2025Q3: 5,155 shares; 2025Q4: 5,262 shares; 2026Q1: 3,678 shares 3,678 $1.56M 0.03% -1,584 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 3,865 shares; 2025Q1: 3,568 shares; 2025Q2: 3,602 shares; 2025Q3: 3,746 shares; 2025Q4: 3,445 shares; 2026Q1: 3,590 shares 3,590 $1.56M 0.03% +145 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,369 shares; 2024Q4: 12,870 shares; 2025Q1: 15,986 shares; 2025Q2: 16,318 shares; 2025Q3: 16,318 shares; 2025Q4: 16,560 shares; 2026Q1: 16,399 shares 16,399 $1.55M 0.03% -161 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,555 shares; 2024Q4: 24,129 shares; 2025Q1: 26,229 shares; 2025Q2: 21,350 shares; 2025Q3: 21,441 shares; 2025Q4: 20,229 shares; 2026Q1: 19,584 shares 19,584 $1.54M 0.03% -645 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: 3,545 shares; 2024Q4: 3,570 shares; 2025Q1: 4,043 shares; 2025Q2: 4,730 shares; 2025Q3: 5,843 shares; 2025Q4: 4,842 shares; 2026Q1: 4,772 shares 4,772 $1.53M 0.03% -70 Timeline INBX INHIBRX BIOSCIENCES INC More: the full row for INHIBRX BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,584 shares; 2025Q1: 22,584 shares; 2025Q2: 22,584 shares; 2025Q3: 22,584 shares; 2025Q4: 22,883 shares; 2026Q1: 22,584 shares 22,584 $1.52M 0.03% -299 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,146 shares; 2024Q4: 3,442 shares; 2025Q1: 3,400 shares; 2025Q2: 3,594 shares; 2025Q3: 3,205 shares; 2025Q4: 12,463 shares; 2026Q1: 13,215 shares 13,215 $1.51M 0.03% +752 Timeline UMMA LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,153 shares; 2024Q4: 49,153 shares; 2025Q1: 47,953 shares; 2025Q2: 48,263 shares; 2025Q3: 48,263 shares; 2025Q4: 48,263 shares; 2026Q1: 48,263 shares 48,263 $1.48M 0.03% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,572 shares; 2025Q2: 7,708 shares; 2025Q3: 21,343 shares; 2025Q4: 23,101 shares; 2026Q1: 24,978 shares 24,978 $1.46M 0.03% +1,877 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: 2,591 shares; 2024Q4: 2,564 shares; 2025Q1: 2,710 shares; 2025Q2: 3,631 shares; 2025Q3: 3,550 shares; 2025Q4: 3,502 shares; 2026Q1: 3,414 shares 3,414 $1.46M 0.03% -88 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 5,611 shares; 2025Q1: 5,263 shares; 2025Q2: 6,025 shares; 2025Q3: 9,982 shares; 2025Q4: 8,376 shares; 2026Q1: 9,513 shares 9,513 $1.45M 0.03% +1,137 Timeline AVA AVISTA CORP More: the full row for AVISTA 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: 28,188 shares; 2026Q1: 36,110 shares 36,110 $1.45M 0.03% +7,922 Timeline SGOV 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: 6,052 shares; 2024Q4: 6,052 shares; 2025Q1: 6,252 shares; 2025Q2: 6,052 shares; 2025Q3: 6,052 shares; 2025Q4: 13,674 shares; 2026Q1: 14,320 shares 14,320 $1.44M 0.03% +646 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: 9,324 shares; 2024Q4: 9,500 shares; 2025Q1: 8,416 shares; 2025Q2: 13,344 shares; 2025Q3: 13,013 shares; 2025Q4: 13,066 shares; 2026Q1: 12,273 shares 12,273 $1.42M 0.02% -793 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: 4,643 shares; 2024Q4: 4,863 shares; 2025Q1: 6,678 shares; 2025Q2: 6,932 shares; 2025Q3: 8,214 shares; 2025Q4: 9,246 shares; 2026Q1: 12,309 shares 12,309 $1.39M 0.02% +3,063 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: 2,195 shares; 2024Q4: 2,248 shares; 2025Q1: 3,432 shares; 2025Q2: 2,828 shares; 2025Q3: 3,893 shares; 2025Q4: 2,680 shares; 2026Q1: 6,693 shares 6,693 $1.39M 0.02% +4,013 Timeline SCHK 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: 5,224 shares; 2024Q4: 10,447 shares; 2025Q1: 10,447 shares; 2025Q2: 9,281 shares; 2025Q3: 6,871 shares; 2025Q4: 6,833 shares; 2026Q1: 43,293 shares 43,293 $1.36M 0.02% +36,460 Timeline SPSM 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: 27,005 shares; 2024Q4: 28,718 shares; 2025Q1: 28,718 shares; 2025Q2: 28,576 shares; 2025Q3: 27,812 shares; 2025Q4: 27,812 shares; 2026Q1: 27,934 shares 27,934 $1.35M 0.02% +122 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,783 shares; 2024Q4: 6,916 shares; 2025Q1: 12,521 shares; 2025Q2: 11,858 shares; 2025Q3: 8,172 shares; 2025Q4: 7,183 shares; 2026Q1: 4,984 shares 4,984 $1.35M 0.02% -2,199 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,572 shares; 2024Q4: 19,572 shares; 2025Q1: 19,132 shares; 2025Q2: 19,152 shares; 2025Q3: 19,153 shares; 2025Q4: 18,328 shares; 2026Q1: 18,328 shares 18,328 $1.34M 0.02% 0 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,707 shares; 2024Q4: 9,687 shares; 2025Q1: 13,208 shares; 2025Q2: 15,262 shares; 2025Q3: 16,003 shares; 2025Q4: 19,674 shares; 2026Q1: 26,437 shares 26,437 $1.33M 0.02% +6,763 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,492 shares; 2024Q4: 12,995 shares; 2025Q1: 16,676 shares; 2025Q2: 17,037 shares; 2025Q3: 21,171 shares; 2025Q4: 28,448 shares; 2026Q1: 35,178 shares 35,178 $1.31M 0.02% +6,730 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,359 shares; 2024Q4: 5,755 shares; 2025Q1: 6,804 shares; 2025Q2: 7,702 shares; 2025Q3: 8,446 shares; 2025Q4: 11,672 shares; 2026Q1: 11,009 shares 11,009 $1.31M 0.02% -663 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 5,189 shares; 2025Q1: 4,185 shares; 2025Q2: 5,830 shares; 2025Q3: 8,145 shares; 2025Q4: 10,124 shares; 2026Q1: 16,566 shares 16,566 $1.3M 0.02% +6,442 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: 4,414 shares; 2024Q4: 4,998 shares; 2025Q1: 10,361 shares; 2025Q2: 8,654 shares; 2025Q3: 7,906 shares; 2025Q4: 8,169 shares; 2026Q1: 9,799 shares 9,799 $1.3M 0.02% +1,630 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: not reported; 2025Q1: 5,698 shares; 2025Q2: not reported; 2025Q3: 6,963 shares; 2025Q4: 9,408 shares; 2026Q1: 27,765 shares 27,765 $1.29M 0.02% +18,357 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: 3,119 shares; 2024Q4: 3,413 shares; 2025Q1: 3,132 shares; 2025Q2: 2,956 shares; 2025Q3: 2,839 shares; 2025Q4: 3,142 shares; 2026Q1: 4,951 shares 4,951 $1.29M 0.02% +1,809 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 39,946 shares; 2025Q4: 47,527 shares; 2026Q1: 56,524 shares 56,524 $1.29M 0.02% +8,997 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: 90 shares; 2024Q4: 86 shares; 2025Q1: 333 shares; 2025Q2: 410 shares; 2025Q3: 528 shares; 2025Q4: 435 shares; 2026Q1: 301 shares 301 $1.27M 0.02% -134 Timeline DHS 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: 5,289 shares; 2024Q4: 5,225 shares; 2025Q1: 10,676 shares; 2025Q2: 11,284 shares; 2025Q3: 11,596 shares; 2025Q4: 11,585 shares; 2026Q1: 11,557 shares 11,557 $1.26M 0.02% -28 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: 2,661 shares; 2024Q4: 2,967 shares; 2025Q1: 3,116 shares; 2025Q2: 3,236 shares; 2025Q3: 3,720 shares; 2025Q4: 4,443 shares; 2026Q1: 4,731 shares 4,731 $1.26M 0.02% +288 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 3,792 shares; 2025Q1: 4,199 shares; 2025Q2: 3,956 shares; 2025Q3: 4,065 shares; 2025Q4: 4,104 shares; 2026Q1: 5,451 shares 5,451 $1.25M 0.02% +1,347 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: 14,448 shares; 2024Q4: 12,635 shares; 2025Q1: 10,413 shares; 2025Q2: 8,944 shares; 2025Q3: 7,636 shares; 2025Q4: 7,524 shares; 2026Q1: 9,825 shares 9,825 $1.24M 0.02% +2,301 Timeline WRLD WORLD ACCEP CORPORATION More: the full row for WORLD ACCEP 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: 5,605 shares; 2025Q4: 6,847 shares; 2026Q1: 9,153 shares 9,153 $1.24M 0.02% +2,306 Timeline EEMS 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: 19,269 shares; 2024Q4: 19,160 shares; 2025Q1: 18,385 shares; 2025Q2: 17,884 shares; 2025Q3: 17,839 shares; 2025Q4: 17,806 shares; 2026Q1: 17,772 shares 17,772 $1.23M 0.02% -34 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: 3,930 shares; 2024Q4: 3,452 shares; 2025Q1: 17,413 shares; 2025Q2: 18,316 shares; 2025Q3: 10,126 shares; 2025Q4: 10,131 shares; 2026Q1: 5,899 shares 5,899 $1.22M 0.02% -4,232 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,634 shares; 2025Q2: 3,053 shares; 2025Q3: 5,406 shares; 2025Q4: 9,874 shares; 2026Q1: 9,308 shares 9,308 $1.22M 0.02% -566 Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,521 shares; 2026Q1: 40,305 shares 40,305 $1.2M 0.02% +7,784 Timeline JMOM 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: 18,640 shares; 2025Q3: 17,733 shares; 2025Q4: 17,133 shares; 2026Q1: 17,677 shares 17,677 $1.2M 0.02% +544 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS 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: 14,613 shares; 2026Q1: 16,224 shares 16,224 $1.18M 0.02% +1,611 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 1,547 shares; 2025Q1: 4,190 shares; 2025Q2: 4,621 shares; 2025Q3: 5,140 shares; 2025Q4: 4,593 shares; 2026Q1: 5,924 shares 5,924 $1.17M 0.02% +1,331 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: 3,884 shares; 2024Q4: 2,930 shares; 2025Q1: not reported; 2025Q2: 3,161 shares; 2025Q3: 5,214 shares; 2025Q4: 6,549 shares; 2026Q1: 9,258 shares 9,258 $1.17M 0.02% +2,709 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,264 shares; 2026Q1: 15,627 shares 15,627 $1.15M 0.02% +2,363 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: 4,879 shares; 2024Q4: 6,117 shares; 2025Q1: 1,366 shares; 2025Q2: 1,329 shares; 2025Q3: 1,787 shares; 2025Q4: 3,035 shares; 2026Q1: 3,179 shares 3,179 $1.14M 0.02% +144 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,017 shares; 2025Q4: 34,431 shares; 2026Q1: 38,826 shares 38,826 $1.14M 0.02% +4,395 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: 43,680 shares; 2024Q4: 46,758 shares; 2025Q1: 27,589 shares; 2025Q2: 27,555 shares; 2025Q3: 40,829 shares; 2025Q4: 33,869 shares; 2026Q1: 39,918 shares 39,918 $1.12M 0.02% +6,049 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,155 shares; 2025Q3: 4,862 shares; 2025Q4: 15,430 shares; 2026Q1: 18,171 shares 18,171 $1.11M 0.02% +2,741 Timeline SHY 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: 16,792 shares; 2024Q4: 16,234 shares; 2025Q1: 15,658 shares; 2025Q2: 14,565 shares; 2025Q3: 14,699 shares; 2025Q4: 13,794 shares; 2026Q1: 13,470 shares 13,470 $1.11M 0.02% -324 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,564 shares; 2024Q4: 14,065 shares; 2025Q1: 12,998 shares; 2025Q2: 12,655 shares; 2025Q3: 12,659 shares; 2025Q4: 12,331 shares; 2026Q1: 12,243 shares 12,243 $1.11M 0.02% -88 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,243 shares; 2025Q1: 2,038 shares; 2025Q2: 1,473 shares; 2025Q3: 1,252 shares; 2025Q4: 1,763 shares; 2026Q1: 1,828 shares 1,828 $1.11M 0.02% +65 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: 7,222 shares; 2024Q4: 7,222 shares; 2025Q1: 7,253 shares; 2025Q2: 7,222 shares; 2025Q3: 7,222 shares; 2025Q4: 7,222 shares; 2026Q1: 7,122 shares 7,122 $1.1M 0.02% -100 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,923 shares; 2025Q4: 40,754 shares; 2026Q1: 50,952 shares 50,952 $1.1M 0.02% +10,198 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 808 shares; 2025Q3: 1,318 shares; 2025Q4: 2,394 shares; 2026Q1: 3,203 shares 3,203 $1.1M 0.02% +809 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: 2,939 shares; 2024Q4: 3,921 shares; 2025Q1: 2,656 shares; 2025Q2: 3,973 shares; 2025Q3: 3,118 shares; 2025Q4: 3,862 shares; 2026Q1: 4,742 shares 4,742 $1.09M 0.02% +880 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,419 shares; 2025Q3: 10,697 shares; 2025Q4: 23,780 shares; 2026Q1: 31,671 shares 31,671 $1.08M 0.02% +7,891 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS 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: 2,394 shares; 2025Q4: 4,532 shares; 2026Q1: 5,665 shares 5,665 $1.07M 0.02% +1,133 Timeline UNM UNUM GROUP More: the full row for UNUM 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: 4,833 shares; 2025Q4: 10,092 shares; 2026Q1: 14,589 shares 14,589 $1.07M 0.02% +4,497 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,949 shares; 2026Q1: 15,656 shares 15,656 $1.06M 0.02% +7,707 Timeline SUSC 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: 35,399 shares; 2024Q4: 39,833 shares; 2025Q1: 40,241 shares; 2025Q2: 43,617 shares; 2025Q3: 45,087 shares; 2025Q4: 45,205 shares; 2026Q1: 45,852 shares 45,852 $1.06M 0.02% +647 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,507 shares; 2025Q4: 22,803 shares; 2026Q1: 28,389 shares 28,389 $1.06M 0.02% +5,586 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES 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: 21,081 shares; 2025Q4: 24,814 shares; 2026Q1: 29,805 shares 29,805 $1.05M 0.02% +4,991 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,667 shares; 2025Q3: 7,523 shares; 2025Q4: 12,490 shares; 2026Q1: 14,465 shares 14,465 $1.05M 0.02% +1,975 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS 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: 23,408 shares; 2026Q1: 25,956 shares 25,956 $1.05M 0.02% +2,548 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: 11,434 shares; 2024Q4: 12,059 shares; 2025Q1: 11,593 shares; 2025Q2: 12,320 shares; 2025Q3: 12,291 shares; 2025Q4: 12,539 shares; 2026Q1: 11,153 shares 11,153 $1.05M 0.02% -1,386 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428,291 shares; 2024Q4: 446,848 shares; 2025Q1: 414,445 shares; 2025Q2: 399,391 shares; 2025Q3: 116,226 shares; 2025Q4: 70,704 shares; 2026Q1: 54,222 shares 54,222 $1.04M 0.02% -16,482 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 1,009 shares; 2025Q1: 1,068 shares; 2025Q2: 684 shares; 2025Q3: 1,526 shares; 2025Q4: 1,557 shares; 2026Q1: 3,743 shares 3,743 $1.04M 0.02% +2,186 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,469 shares; 2024Q4: 80,547 shares; 2025Q1: 72,097 shares; 2025Q2: 67,867 shares; 2025Q3: 65,294 shares; 2025Q4: 59,701 shares; 2026Q1: 54,392 shares 54,392 $1.03M 0.02% -5,309 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,737 shares; 2025Q4: 9,623 shares; 2026Q1: 15,685 shares 15,685 $1.03M 0.02% +6,062 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: 977 shares; 2026Q1: 2,637 shares 2,637 $1.02M 0.02% +1,660 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: 2,408 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,943 shares; 2025Q3: 3,897 shares; 2025Q4: 16,024 shares; 2026Q1: 22,345 shares 22,345 $1.02M 0.02% +6,321 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,486 shares; 2025Q2: 11,530 shares; 2025Q3: 14,720 shares; 2025Q4: 17,842 shares; 2026Q1: 18,497 shares 18,497 $1.02M 0.02% +655 Timeline FNDA 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: 14,638 shares; 2024Q4: 29,437 shares; 2025Q1: 32,043 shares; 2025Q2: 31,858 shares; 2025Q3: 38,317 shares; 2025Q4: 36,428 shares; 2026Q1: 31,535 shares 31,535 $1.02M 0.02% -4,893 Timeline SOXX 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: 4,141 shares; 2024Q4: 4,266 shares; 2025Q1: 5,102 shares; 2025Q2: 4,286 shares; 2025Q3: 3,812 shares; 2025Q4: 4,016 shares; 2026Q1: 3,111 shares 3,111 $1.02M 0.02% -905 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,367 shares; 2024Q4: 5,611 shares; 2025Q1: 6,322 shares; 2025Q2: 6,322 shares; 2025Q3: 6,202 shares; 2025Q4: 8,377 shares; 2026Q1: 6,956 shares 6,956 $1.02M 0.02% -1,421 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,376 shares; 2024Q4: 14,666 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,240 shares; 2026Q1: 55,524 shares 55,524 $1.01M 0.02% +7,284 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 4,195 shares; 2025Q1: 4,405 shares; 2025Q2: 3,543 shares; 2025Q3: 3,856 shares; 2025Q4: 7,845 shares; 2026Q1: 9,203 shares 9,203 $1.01M 0.02% +1,358 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,884 shares; 2026Q1: 7,752 shares 7,752 $1.01M 0.02% +3,868 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC 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: 6,359 shares 6,359 $1M 0.02% new 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: 2,262 shares; 2024Q4: 2,327 shares; 2025Q1: 2,097 shares; 2025Q2: 2,290 shares; 2025Q3: 2,392 shares; 2025Q4: 2,299 shares; 2026Q1: 2,303 shares 2,303 $996K 0.02% +4 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,246 shares; 2024Q4: 39,768 shares; 2025Q1: 40,250 shares; 2025Q2: 40,711 shares; 2025Q3: 41,180 shares; 2025Q4: 41,765 shares; 2026Q1: 42,110 shares 42,110 $995K 0.02% +345 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares; 2025Q4: 3,427 shares; 2026Q1: 4,260 shares 4,260 $984K 0.02% +833 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: 2,544 shares; 2024Q4: 2,927 shares; 2025Q1: 2,666 shares; 2025Q2: 2,475 shares; 2025Q3: 2,490 shares; 2025Q4: 2,236 shares; 2026Q1: 2,519 shares 2,519 $983K 0.02% +283 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,385 shares; 2025Q2: not reported; 2025Q3: 8,428 shares; 2025Q4: 9,051 shares; 2026Q1: 13,690 shares 13,690 $983K 0.02% +4,639 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: 12,114 shares; 2024Q4: 11,711 shares; 2025Q1: 21,781 shares; 2025Q2: 26,471 shares; 2025Q3: 29,303 shares; 2025Q4: 23,460 shares; 2026Q1: 15,599 shares 15,599 $979K 0.02% -7,861 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,349 shares; 2024Q4: 6,320 shares; 2025Q1: 6,275 shares; 2025Q2: 8,030 shares; 2025Q3: 7,456 shares; 2025Q4: 7,769 shares; 2026Q1: 8,234 shares 8,234 $977K 0.02% +465 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,264 shares; 2024Q4: 3,078 shares; 2025Q1: 3,159 shares; 2025Q2: 4,040 shares; 2025Q3: 3,782 shares; 2025Q4: 4,614 shares; 2026Q1: 5,341 shares 5,341 $974K 0.02% +727 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,822 shares; 2025Q2: 24,425 shares; 2025Q3: 24,425 shares; 2025Q4: 24,425 shares; 2026Q1: 24,425 shares 24,425 $969K 0.02% 0 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: 5,510 shares; 2024Q4: 6,066 shares; 2025Q1: 8,738 shares; 2025Q2: 9,898 shares; 2025Q3: 10,870 shares; 2025Q4: 8,246 shares; 2026Q1: 5,176 shares 5,176 $966K 0.02% -3,070 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,229 shares; 2024Q4: 34,004 shares; 2025Q1: 33,221 shares; 2025Q2: 31,188 shares; 2025Q3: 59,544 shares; 2025Q4: 39,686 shares; 2026Q1: 49,507 shares 49,507 $955K 0.02% +9,821 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,428 shares; 2025Q4: 8,188 shares; 2026Q1: 13,096 shares 13,096 $949K 0.02% +4,908 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,775 shares; 2025Q4: 12,634 shares; 2026Q1: 13,851 shares 13,851 $944K 0.02% +1,217 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC 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: 1,963 shares; 2025Q4: 3,585 shares; 2026Q1: 6,521 shares 6,521 $943K 0.02% +2,936 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,317 shares; 2025Q1: 3,087 shares; 2025Q2: 3,194 shares; 2025Q3: 3,195 shares; 2025Q4: 4,189 shares; 2026Q1: 3,856 shares 3,856 $942K 0.02% -333 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,288 shares; 2024Q4: 20,737 shares; 2025Q1: 20,093 shares; 2025Q2: 19,071 shares; 2025Q3: 19,186 shares; 2025Q4: 19,339 shares; 2026Q1: 17,581 shares 17,581 $929K 0.02% -1,758 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,481 shares; 2024Q4: 12,999 shares; 2025Q1: 1,773 shares; 2025Q2: 1,389 shares; 2025Q3: 2,596 shares; 2025Q4: 3,242 shares; 2026Q1: 2,947 shares 2,947 $926K 0.02% -295 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: 3,729 shares; 2024Q4: 3,788 shares; 2025Q1: 4,070 shares; 2025Q2: 3,791 shares; 2025Q3: 4,607 shares; 2025Q4: 3,959 shares; 2026Q1: 4,371 shares 4,371 $923K 0.02% +412 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,248 shares; 2025Q4: 26,124 shares; 2026Q1: 23,427 shares 23,427 $922K 0.02% -2,697 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,514 shares; 2024Q4: 10,875 shares; 2025Q1: 7,545 shares; 2025Q2: 15,849 shares; 2025Q3: 16,423 shares; 2025Q4: 14,768 shares; 2026Q1: 15,551 shares 15,551 $914K 0.02% +783 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,699 shares; 2025Q4: 6,069 shares; 2026Q1: 6,703 shares 6,703 $908K 0.02% +634 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,497 shares; 2024Q4: 6,399 shares; 2025Q1: 6,787 shares; 2025Q2: 6,206 shares; 2025Q3: 5,735 shares; 2025Q4: 10,827 shares; 2026Q1: 9,026 shares 9,026 $896K 0.02% -1,801 Timeline ORKA ORUKA THERAPEUTICS INC More: the full row for ORUKA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,406 shares; 2025Q4: 15,406 shares; 2026Q1: 18,229 shares 18,229 $894K 0.02% +2,823 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,214 shares; 2024Q4: 7,188 shares; 2025Q1: 7,171 shares; 2025Q2: 7,131 shares; 2025Q3: 7,140 shares; 2025Q4: 10,411 shares; 2026Q1: 10,105 shares 10,105 $893K 0.02% -306 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: not reported; 2025Q1: 37,805 shares; 2025Q2: 38,121 shares; 2025Q3: 6,634 shares; 2025Q4: 3,547 shares; 2026Q1: 4,304 shares 4,304 $890K 0.02% +757 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: 831 shares; 2024Q4: 1,035 shares; 2025Q1: 740 shares; 2025Q2: 1,071 shares; 2025Q3: 1,158 shares; 2025Q4: 1,894 shares; 2026Q1: 1,985 shares 1,985 $882K 0.02% +91 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: 4,212 shares; 2024Q4: 4,353 shares; 2025Q1: 6,646 shares; 2025Q2: 5,643 shares; 2025Q3: 7,070 shares; 2025Q4: 5,890 shares; 2026Q1: 9,683 shares 9,683 $881K 0.02% +3,793 Timeline AOS SMITH A O CORP More: the full row for SMITH A O 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: 3,343 shares; 2026Q1: 13,348 shares 13,348 $880K 0.02% +10,005 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,324 shares; 2024Q4: 9,324 shares; 2025Q1: 9,324 shares; 2025Q2: 8,913 shares; 2025Q3: 8,913 shares; 2025Q4: 8,913 shares; 2026Q1: 8,990 shares 8,990 $874K 0.02% +77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,347 shares; 2026Q1: 6,832 shares 6,832 $863K 0.01% +3,485 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,648 shares; 2025Q4: 60,797 shares; 2026Q1: 76,335 shares 76,335 $861K 0.01% +15,538 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,811 shares; 2025Q2: 28,361 shares; 2025Q3: 48,659 shares; 2025Q4: 46,862 shares; 2026Q1: 45,942 shares 45,942 $851K 0.01% -920 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,596 shares; 2025Q2: not reported; 2025Q3: 2,623 shares; 2025Q4: 3,096 shares; 2026Q1: 5,608 shares 5,608 $848K 0.01% +2,512 Timeline IGM 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: 5,100 shares; 2024Q4: 5,351 shares; 2025Q1: 5,351 shares; 2025Q2: 5,306 shares; 2025Q3: 7,107 shares; 2025Q4: 8,725 shares; 2026Q1: 7,147 shares 7,147 $847K 0.01% -1,578 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,690 shares; 2024Q4: 18,478 shares; 2025Q1: 18,436 shares; 2025Q2: 20,118 shares; 2025Q3: 20,076 shares; 2025Q4: 19,961 shares; 2026Q1: 9,066 shares 9,066 $846K 0.01% -10,895 Timeline INGR INGREDION INC More: the full row for INGREDION 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: 4,422 shares; 2026Q1: 7,486 shares 7,486 $843K 0.01% +3,064 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: 27,305 shares; 2024Q4: 30,043 shares; 2025Q1: 18,115 shares; 2025Q2: 19,749 shares; 2025Q3: 24,173 shares; 2025Q4: 27,499 shares; 2026Q1: 37,583 shares 37,583 $837K 0.01% +10,084 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,897 shares; 2024Q4: 5,280 shares; 2025Q1: 5,104 shares; 2025Q2: 6,114 shares; 2025Q3: 6,255 shares; 2025Q4: 9,162 shares; 2026Q1: 9,178 shares 9,178 $835K 0.01% +16 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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: 4,871 shares; 2025Q4: 10,461 shares; 2026Q1: 18,944 shares 18,944 $830K 0.01% +8,483 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: not reported; 2025Q4: 9,242 shares; 2026Q1: 11,864 shares 11,864 $822K 0.01% +2,622 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,869 shares; 2026Q1: 3,832 shares 3,832 $821K 0.01% +963 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: 1,645 shares; 2025Q1: 1,319 shares; 2025Q2: 1,673 shares; 2025Q3: 1,880 shares; 2025Q4: 2,969 shares; 2026Q1: 3,275 shares 3,275 $818K 0.01% +306 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,620 shares; 2024Q4: 6,524 shares; 2025Q1: 6,298 shares; 2025Q2: 7,164 shares; 2025Q3: 12,086 shares; 2025Q4: 10,804 shares; 2026Q1: 8,705 shares 8,705 $810K 0.01% -2,099 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 3,290 shares; 2025Q1: 5,111 shares; 2025Q2: 3,197 shares; 2025Q3: 3,521 shares; 2025Q4: 2,442 shares; 2026Q1: 2,472 shares 2,472 $808K 0.01% +30 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: 19,787 shares; 2024Q4: 18,707 shares; 2025Q1: 17,849 shares; 2025Q2: 17,346 shares; 2025Q3: 16,744 shares; 2025Q4: 16,274 shares; 2026Q1: 16,977 shares 16,977 $807K 0.01% +703 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,609 shares; 2024Q4: 9,187 shares; 2025Q1: 12,723 shares; 2025Q2: 11,751 shares; 2025Q3: 10,746 shares; 2025Q4: 9,577 shares; 2026Q1: 4,065 shares 4,065 $806K 0.01% -5,512 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,501 shares; 2024Q4: 16,338 shares; 2025Q1: 20,188 shares; 2025Q2: 22,179 shares; 2025Q3: 26,852 shares; 2025Q4: 30,489 shares; 2026Q1: 37,725 shares 37,725 $806K 0.01% +7,236 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS 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: 5,659 shares; 2025Q4: 7,625 shares; 2026Q1: 9,346 shares 9,346 $804K 0.01% +1,721 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 975 shares; 2025Q4: 1,293 shares; 2026Q1: 1,533 shares 1,533 $801K 0.01% +240 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,270 shares; 2025Q4: 7,144 shares; 2026Q1: 18,889 shares 18,889 $794K 0.01% +11,745 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS 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: 2,044 shares; 2026Q1: 2,754 shares 2,754 $790K 0.01% +710 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: 22,770 shares; 2024Q4: 23,820 shares; 2025Q1: 1,802 shares; 2025Q2: 1,612 shares; 2025Q3: 1,053 shares; 2025Q4: 1,888 shares; 2026Q1: 2,945 shares 2,945 $786K 0.01% +1,057 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: 5,634 shares; 2024Q4: 5,679 shares; 2025Q1: 7,137 shares; 2025Q2: 8,205 shares; 2025Q3: 8,383 shares; 2025Q4: 6,682 shares; 2026Q1: 4,520 shares 4,520 $784K 0.01% -2,162 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,595 shares 2,595 $784K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,523 shares; 2025Q2: 2,359 shares; 2025Q3: 3,366 shares; 2025Q4: 4,079 shares; 2026Q1: 5,022 shares 5,022 $781K 0.01% +943 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,556 shares; 2025Q4: 1,817 shares; 2026Q1: 2,157 shares 2,157 $772K 0.01% +340 Timeline PFBC PREFERRED BK LOS ANGELES CA More: the full row for PREFERRED BK LOS ANGELES CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,104 shares; 2024Q4: 3,498 shares; 2025Q1: 4,332 shares; 2025Q2: 4,978 shares; 2025Q3: 5,865 shares; 2025Q4: 6,582 shares; 2026Q1: 8,510 shares 8,510 $772K 0.01% +1,928 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: 2,896 shares; 2025Q3: 3,890 shares; 2025Q4: 2,681 shares; 2026Q1: 2,601 shares 2,601 $771K 0.01% -80 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,998 shares; 2026Q1: 7,641 shares 7,641 $766K 0.01% +1,643 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,776 shares; 2024Q4: 5,776 shares; 2025Q1: 5,776 shares; 2025Q2: 5,811 shares; 2025Q3: 5,811 shares; 2025Q4: 11,401 shares; 2026Q1: 11,987 shares 11,987 $750K 0.01% +586 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 735 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,581 shares; 2026Q1: 3,087 shares 3,087 $747K 0.01% +1,506 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,004 shares; 2026Q1: 35,174 shares 35,174 $747K 0.01% +16,170 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,468 shares; 2025Q4: 1,450 shares; 2026Q1: 1,096 shares 1,096 $747K 0.01% -354 Timeline TK TEEKAY CORPORATION LTD More: the full row for TEEKAY CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,025 shares; 2025Q1: 25,543 shares; 2025Q2: 26,123 shares; 2025Q3: 32,554 shares; 2025Q4: 54,798 shares; 2026Q1: 60,960 shares 60,960 $744K 0.01% +6,162 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,068 shares; 2025Q1: 8,085 shares; 2025Q2: 10,382 shares; 2025Q3: 10,341 shares; 2025Q4: 11,805 shares; 2026Q1: 18,870 shares 18,870 $744K 0.01% +7,065 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,739 shares; 2025Q1: 2,616 shares; 2025Q2: 2,855 shares; 2025Q3: 3,278 shares; 2025Q4: 6,085 shares; 2026Q1: 5,927 shares 5,927 $744K 0.01% -158 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: 6,943 shares; 2024Q4: 6,508 shares; 2025Q1: 6,426 shares; 2025Q2: 5,642 shares; 2025Q3: 4,866 shares; 2025Q4: 4,187 shares; 2026Q1: 4,394 shares 4,394 $743K 0.01% +207 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 865 shares; 2026Q1: 1,018 shares 1,018 $741K 0.01% +153 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: 1,208 shares; 2024Q4: 1,576 shares; 2025Q1: 1,461 shares; 2025Q2: 1,594 shares; 2025Q3: 1,844 shares; 2025Q4: 1,784 shares; 2026Q1: 1,778 shares 1,778 $741K 0.01% -6 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: 11,004 shares; 2024Q4: 12,261 shares; 2025Q1: 21,290 shares; 2025Q2: 21,309 shares; 2025Q3: 16,323 shares; 2025Q4: 16,323 shares; 2026Q1: 16,168 shares 16,168 $738K 0.01% -155 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: 3,739 shares 3,739 $737K 0.01% new Timeline ITM 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: 24,274 shares; 2024Q4: 24,274 shares; 2025Q1: 24,274 shares; 2025Q2: 15,874 shares; 2025Q3: 15,874 shares; 2025Q4: 15,874 shares; 2026Q1: 15,874 shares 15,874 $737K 0.01% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,308 shares; 2026Q1: 3,216 shares 3,216 $735K 0.01% +908 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,192 shares; 2024Q4: 3,665 shares; 2025Q1: 4,051 shares; 2025Q2: 4,101 shares; 2025Q3: 3,832 shares; 2025Q4: 4,075 shares; 2026Q1: 4,022 shares 4,022 $733K 0.01% -53 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,982 shares; 2025Q1: 1,200 shares; 2025Q2: 1,205 shares; 2025Q3: 1,228 shares; 2025Q4: 1,420 shares; 2026Q1: 2,241 shares 2,241 $730K 0.01% +821 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,817 shares; 2026Q1: 30,480 shares 30,480 $728K 0.01% +3,663 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS 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: 2,290 shares; 2026Q1: 3,924 shares 3,924 $726K 0.01% +1,634 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: 1,970 shares; 2024Q4: 1,945 shares; 2025Q1: 1,776 shares; 2025Q2: 1,820 shares; 2025Q3: 1,848 shares; 2025Q4: 1,813 shares; 2026Q1: 2,480 shares 2,480 $726K 0.01% +667 Timeline VXF 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: 1,301 shares; 2024Q4: 3,078 shares; 2025Q1: 3,078 shares; 2025Q2: 3,324 shares; 2025Q3: 3,028 shares; 2025Q4: 3,028 shares; 2026Q1: 3,504 shares 3,504 $721K 0.01% +476 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,253 shares; 2026Q1: 3,381 shares 3,381 $716K 0.01% +1,128 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,415 shares; 2026Q1: 33,075 shares 33,075 $716K 0.01% +6,660 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: 198,543 shares; 2024Q4: 205,646 shares; 2025Q1: 66,313 shares; 2025Q2: 57,438 shares; 2025Q3: 34,940 shares; 2025Q4: 15,922 shares; 2026Q1: 12,705 shares 12,705 $715K 0.01% -3,217 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,600 shares; 2026Q1: 11,896 shares 11,896 $713K 0.01% +5,296 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,522 shares; 2026Q1: 3,293 shares 3,293 $713K 0.01% +1,771 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS 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: 5,607 shares; 2026Q1: 7,654 shares 7,654 $712K 0.01% +2,047 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS 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: 2,423 shares; 2025Q4: 5,772 shares; 2026Q1: 6,068 shares 6,068 $710K 0.01% +296 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,128 shares; 2026Q1: 5,586 shares 5,586 $708K 0.01% +2,458 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,334 shares; 2026Q1: 5,735 shares 5,735 $707K 0.01% +2,401 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,451 shares; 2025Q4: 37,900 shares; 2026Q1: 38,895 shares 38,895 $707K 0.01% +995 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,991 shares; 2026Q1: 3,606 shares 3,606 $705K 0.01% +615 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,042 shares; 2025Q2: not reported; 2025Q3: 4,369 shares; 2025Q4: 6,978 shares; 2026Q1: 8,542 shares 8,542 $700K 0.01% +1,564 Timeline ITT ITT INC More: the full row for ITT 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: 1,546 shares; 2026Q1: 3,652 shares 3,652 $696K 0.01% +2,106 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,409 shares; 2026Q1: 13,855 shares 13,855 $692K 0.01% +4,446 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,850 shares; 2024Q4: 9,850 shares; 2025Q1: 9,850 shares; 2025Q2: 9,155 shares; 2025Q3: 9,155 shares; 2025Q4: 9,155 shares; 2026Q1: 9,155 shares 9,155 $691K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,626 shares; 2024Q4: 17,200 shares; 2025Q1: 15,131 shares; 2025Q2: 15,512 shares; 2025Q3: 15,584 shares; 2025Q4: 15,797 shares; 2026Q1: 16,784 shares 16,784 $689K 0.01% +987 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,432 shares 22,432 $689K 0.01% new Timeline LGLV 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: 3,905 shares; 2024Q4: 3,905 shares; 2025Q1: 3,905 shares; 2025Q2: 3,855 shares; 2025Q3: 3,855 shares; 2025Q4: 3,855 shares; 2026Q1: 3,855 shares 3,855 $687K 0.01% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,284 shares; 2024Q4: 12,626 shares; 2025Q1: 12,528 shares; 2025Q2: 13,411 shares; 2025Q3: 16,426 shares; 2025Q4: 25,521 shares; 2026Q1: 37,415 shares 37,415 $686K 0.01% +11,894 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,792 shares; 2025Q4: 21,043 shares; 2026Q1: 26,080 shares 26,080 $685K 0.01% +5,037 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 990 shares; 2026Q1: 1,309 shares 1,309 $683K 0.01% +319 Timeline HBT HBT FINL INC. More: the full row for HBT FINL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,207 shares; 2025Q4: 21,876 shares; 2026Q1: 25,516 shares 25,516 $682K 0.01% +3,640 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,258 shares; 2026Q1: 42,728 shares 42,728 $680K 0.01% +8,470 Timeline BSJQ 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: 29,715 shares; 2024Q4: 30,927 shares; 2025Q1: 31,593 shares; 2025Q2: 32,356 shares; 2025Q3: 32,348 shares; 2025Q4: 33,242 shares; 2026Q1: 29,230 shares 29,230 $677K 0.01% -4,012 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,961 shares 4,961 $677K 0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,534 shares; 2024Q4: 21,394 shares; 2025Q1: 75,412 shares; 2025Q2: 82,185 shares; 2025Q3: 28,023 shares; 2025Q4: 23,009 shares; 2026Q1: 20,104 shares 20,104 $674K 0.01% -2,905 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,439 shares; 2024Q4: 19,189 shares; 2025Q1: 19,006 shares; 2025Q2: 19,353 shares; 2025Q3: 14,558 shares; 2025Q4: 14,852 shares; 2026Q1: 17,794 shares 17,794 $673K 0.01% +2,942 Timeline ASTE ASTEC INDS INC More: the full row for ASTEC INDS 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: 10,008 shares; 2026Q1: 12,501 shares 12,501 $673K 0.01% +2,493 Timeline BSJU 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: 26,604 shares; 2025Q1: 27,872 shares; 2025Q2: 29,633 shares; 2025Q3: 29,639 shares; 2025Q4: 29,786 shares; 2026Q1: 26,296 shares 26,296 $673K 0.01% -3,490 Timeline BSJS 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: 31,435 shares; 2024Q4: 32,295 shares; 2025Q1: 33,020 shares; 2025Q2: 33,891 shares; 2025Q3: 33,941 shares; 2025Q4: 34,670 shares; 2026Q1: 30,862 shares 30,862 $669K 0.01% -3,808 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,680 shares; 2025Q2: 24,705 shares; 2025Q3: 5,716 shares; 2025Q4: 3,042 shares; 2026Q1: 2,970 shares 2,970 $667K 0.01% -72 Timeline BSJR 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: 30,323 shares; 2024Q4: 31,299 shares; 2025Q1: 31,840 shares; 2025Q2: 32,718 shares; 2025Q3: 32,931 shares; 2025Q4: 33,391 shares; 2026Q1: 29,686 shares 29,686 $664K 0.01% -3,705 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: 7,723 shares; 2024Q4: 8,228 shares; 2025Q1: 7,253 shares; 2025Q2: 7,543 shares; 2025Q3: 6,062 shares; 2025Q4: 6,912 shares; 2026Q1: 5,772 shares 5,772 $664K 0.01% -1,140 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: 41,396 shares; 2024Q4: 43,780 shares; 2025Q1: 12,580 shares; 2025Q2: 10,776 shares; 2025Q3: 10,356 shares; 2025Q4: 10,262 shares; 2026Q1: 10,256 shares 10,256 $663K 0.01% -6 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: 9,154 shares; 2025Q1: 8,955 shares; 2025Q2: 10,125 shares; 2025Q3: 7,183 shares; 2025Q4: 7,314 shares; 2026Q1: 10,998 shares 10,998 $662K 0.01% +3,684 Timeline PTC PTC INC More: the full row for PTC 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: 4,627 shares 4,627 $659K 0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,472 shares; 2025Q1: 2,332 shares; 2025Q2: 2,430 shares; 2025Q3: 2,743 shares; 2025Q4: 3,198 shares; 2026Q1: 3,150 shares 3,150 $658K 0.01% -48 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,668 shares; 2024Q4: 6,952 shares; 2025Q1: 6,900 shares; 2025Q2: 6,872 shares; 2025Q3: 6,030 shares; 2025Q4: 5,985 shares; 2026Q1: 5,923 shares 5,923 $654K 0.01% -62 Timeline BSJT 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: 32,687 shares; 2024Q4: 32,906 shares; 2025Q1: 33,365 shares; 2025Q2: 34,268 shares; 2025Q3: 34,360 shares; 2025Q4: 35,155 shares; 2026Q1: 31,032 shares 31,032 $653K 0.01% -4,123 Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 5,807 shares; 2026Q1: 17,650 shares 17,650 $653K 0.01% +11,843 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,236 shares; 2026Q1: 8,695 shares 8,695 $649K 0.01% +1,459 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: 4,289 shares; 2024Q4: 4,293 shares; 2025Q1: 3,949 shares; 2025Q2: 5,183 shares; 2025Q3: 4,527 shares; 2025Q4: 4,527 shares; 2026Q1: 5,917 shares 5,917 $649K 0.01% +1,390 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: 2,998 shares; 2024Q4: 3,268 shares; 2025Q1: 3,389 shares; 2025Q2: 4,264 shares; 2025Q3: 2,596 shares; 2025Q4: 6,015 shares; 2026Q1: 5,414 shares 5,414 $647K 0.01% -601 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,696 shares; 2025Q4: 4,501 shares; 2026Q1: 10,696 shares 10,696 $646K 0.01% +6,195 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,181 shares; 2025Q3: not reported; 2025Q4: 2,721 shares; 2026Q1: 3,735 shares 3,735 $645K 0.01% +1,014 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,637 shares; 2024Q4: 8,307 shares; 2025Q1: 1,643 shares; 2025Q2: 1,609 shares; 2025Q3: 1,645 shares; 2025Q4: 1,503 shares; 2026Q1: 1,808 shares 1,808 $644K 0.01% +305 Timeline BSJV 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: 27,985 shares; 2026Q1: 24,769 shares 24,769 $644K 0.01% -3,216 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 2,312 shares; 2025Q1: 2,473 shares; 2025Q2: 1,701 shares; 2025Q3: 1,702 shares; 2025Q4: 2,070 shares; 2026Q1: 2,605 shares 2,605 $644K 0.01% +535 Timeline DBX DROPBOX INC More: the full row for DROPBOX 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: 7,205 shares; 2025Q3: 9,037 shares; 2025Q4: 17,484 shares; 2026Q1: 28,319 shares 28,319 $643K 0.01% +10,835 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: 10,732 shares; 2024Q4: 10,520 shares; 2025Q1: 13,019 shares; 2025Q2: 11,954 shares; 2025Q3: 8,780 shares; 2025Q4: 9,164 shares; 2026Q1: 9,091 shares 9,091 $643K 0.01% -73 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,059 shares; 2024Q4: not reported; 2025Q1: 4,966 shares; 2025Q2: 7,774 shares; 2025Q3: 10,637 shares; 2025Q4: 6,969 shares; 2026Q1: 6,859 shares 6,859 $640K 0.01% -110 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 2,000 shares; 2025Q1: 2,887 shares; 2025Q2: 3,245 shares; 2025Q3: 3,799 shares; 2025Q4: 2,751 shares; 2026Q1: 1,388 shares 1,388 $640K 0.01% -1,363 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS 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: 1,777 shares; 2026Q1: 5,238 shares 5,238 $640K 0.01% +3,461 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,421 shares; 2024Q4: 1,950 shares; 2025Q1: 1,745 shares; 2025Q2: 1,707 shares; 2025Q3: 1,748 shares; 2025Q4: 1,829 shares; 2026Q1: 2,917 shares 2,917 $639K 0.01% +1,088 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS 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: 1,151 shares; 2025Q3: 1,301 shares; 2025Q4: 2,070 shares; 2026Q1: 1,177 shares 1,177 $637K 0.01% -893 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: 4,575 shares; 2024Q4: 4,575 shares; 2025Q1: 4,575 shares; 2025Q2: 3,685 shares; 2025Q3: 9,614 shares; 2025Q4: 12,446 shares; 2026Q1: 15,689 shares 15,689 $635K 0.01% +3,243 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,138 shares; 2024Q4: 4,140 shares; 2025Q1: 4,220 shares; 2025Q2: 4,344 shares; 2025Q3: 4,484 shares; 2025Q4: 4,691 shares; 2026Q1: 4,452 shares 4,452 $634K 0.01% -239 Timeline DGICA DONEGAL GROUP INC More: the full row for DONEGAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,363 shares; 2026Q1: 36,749 shares 36,749 $631K 0.01% +11,386 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,394 shares; 2024Q4: 15,216 shares; 2025Q1: 10,113 shares; 2025Q2: 13,046 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,128 shares 24,128 $630K 0.01% new Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,277 shares; 2025Q1: 1,665 shares; 2025Q2: 1,784 shares; 2025Q3: 2,298 shares; 2025Q4: 2,514 shares; 2026Q1: 2,966 shares 2,966 $628K 0.01% +452 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING 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: 2,915 shares; 2025Q4: 5,363 shares; 2026Q1: 7,633 shares 7,633 $627K 0.01% +2,270 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,662 shares; 2026Q1: 10,870 shares 10,870 $626K 0.01% +5,208 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,382 shares; 2025Q1: not reported; 2025Q2: 5,632 shares; 2025Q3: 3,508 shares; 2025Q4: 8,453 shares; 2026Q1: 9,333 shares 9,333 $626K 0.01% +880 Timeline IDT IDT CORP More: the full row for IDT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,088 shares; 2025Q1: 6,361 shares; 2025Q2: 6,474 shares; 2025Q3: 8,663 shares; 2025Q4: 10,117 shares; 2026Q1: 12,680 shares 12,680 $623K 0.01% +2,563 Timeline