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: not reported; 2024Q4: 241,958 shares; 2025Q1: 245,863 shares; 2025Q2: 317,157 shares; 2025Q3: 314,187 shares; 2025Q4: 323,425 shares; 2026Q1: 315,926 shares 315,926 $189M 8.71% -7,499 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: 2,577,697 shares; 2024Q4: 2,466,167 shares; 2025Q1: 2,292,918 shares; 2025Q2: 1,883,544 shares; 2025Q3: 1,879,299 shares; 2025Q4: 1,751,253 shares; 2026Q1: 1,702,312 shares 1,702,312 $150M 6.93% -48,941 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,610 shares; 2024Q4: 130,428 shares; 2025Q1: 177,092 shares; 2025Q2: 169,038 shares; 2025Q3: 159,884 shares; 2025Q4: 158,439 shares; 2026Q1: 160,475 shares 160,475 $75.9M 3.51% +2,036 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: 264,098 shares; 2024Q4: 256,509 shares; 2025Q1: 267,945 shares; 2025Q2: 257,154 shares; 2025Q3: 254,154 shares; 2025Q4: 249,437 shares; 2026Q1: 244,417 shares 244,417 $70.3M 3.24% -5,020 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: not reported; 2024Q4: 389,349 shares; 2025Q1: 383,166 shares; 2025Q2: 333,977 shares; 2025Q3: 337,419 shares; 2025Q4: 331,443 shares; 2026Q1: 329,649 shares 329,649 $64.7M 2.99% -1,794 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: 120,975 shares; 2024Q4: 129,455 shares; 2025Q1: 129,538 shares; 2025Q2: 132,078 shares; 2025Q3: 132,010 shares; 2025Q4: 130,171 shares; 2026Q1: 129,212 shares 129,212 $47.8M 2.21% -959 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407,013 shares; 2024Q4: 418,823 shares; 2025Q1: 416,585 shares; 2025Q2: 551,873 shares; 2025Q3: 559,503 shares; 2025Q4: 553,114 shares; 2026Q1: 548,756 shares 548,756 $47.5M 2.19% -4,358 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: 218,913 shares; 2024Q4: 221,022 shares; 2025Q1: 202,085 shares; 2025Q2: 187,514 shares; 2025Q3: 189,433 shares; 2025Q4: 187,961 shares; 2026Q1: 184,683 shares 184,683 $46.9M 2.16% -3,278 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: 167,162 shares; 2024Q4: 167,033 shares; 2025Q1: 159,035 shares; 2025Q2: 166,646 shares; 2025Q3: 168,894 shares; 2025Q4: 156,999 shares; 2026Q1: 146,354 shares 146,354 $42M 1.94% -10,645 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,834,347 shares; 2025Q1: 2,137,121 shares; 2025Q2: 2,253,341 shares; 2025Q3: 2,061,715 shares; 2025Q4: 1,916,010 shares; 2026Q1: 1,653,187 shares 1,653,187 $40.4M 1.86% -262,823 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: 121,266 shares; 2024Q4: 139,646 shares; 2025Q1: 136,316 shares; 2025Q2: 151,608 shares; 2025Q3: 157,331 shares; 2025Q4: 155,695 shares; 2026Q1: 182,411 shares 182,411 $38M 1.75% +26,716 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 403,939 shares; 2025Q1: 394,139 shares; 2025Q2: 333,668 shares; 2025Q3: 325,368 shares; 2025Q4: 638,996 shares; 2026Q1: 614,770 shares 614,770 $37.7M 1.74% -24,226 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: 254,963 shares; 2024Q4: 249,848 shares; 2025Q1: 246,622 shares; 2025Q2: 325,949 shares; 2025Q3: 315,678 shares; 2025Q4: 318,652 shares; 2026Q1: 309,602 shares 309,602 $36.7M 1.7% -9,050 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88,446 shares; 2025Q4: 329,642 shares; 2026Q1: 332,378 shares 332,378 $34.4M 1.59% +2,736 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: 27,993 shares; 2024Q4: 28,106 shares; 2025Q1: 28,155 shares; 2025Q2: 27,106 shares; 2025Q3: 39,578 shares; 2025Q4: 39,650 shares; 2026Q1: 45,318 shares 45,318 $26.2M 1.21% +5,668 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: 80,957 shares; 2024Q4: 83,640 shares; 2025Q1: 83,144 shares; 2025Q2: 90,845 shares; 2025Q3: 89,824 shares; 2025Q4: 87,923 shares; 2026Q1: 79,462 shares 79,462 $25.3M 1.17% -8,461 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,950 shares; 2024Q4: 148,673 shares; 2025Q1: 138,491 shares; 2025Q2: 121,621 shares; 2025Q3: 131,992 shares; 2025Q4: 149,170 shares; 2026Q1: 144,667 shares 144,667 $25.2M 1.16% -4,503 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,187 shares; 2024Q4: 22,067 shares; 2025Q1: 236,593 shares; 2025Q2: 218,204 shares; 2025Q3: 216,328 shares; 2025Q4: 214,182 shares; 2026Q1: 203,316 shares 203,316 $24.1M 1.11% -10,866 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: 66,899 shares; 2024Q4: 66,799 shares; 2025Q1: 71,862 shares; 2025Q2: 74,750 shares; 2025Q3: 74,020 shares; 2025Q4: 74,425 shares; 2026Q1: 74,637 shares 74,637 $22.6M 1.04% +212 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: 112,354 shares; 2024Q4: 115,737 shares; 2025Q1: 119,097 shares; 2025Q2: 117,131 shares; 2025Q3: 115,845 shares; 2025Q4: 119,234 shares; 2026Q1: 116,769 shares 116,769 $22.4M 1.03% -2,465 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: not reported; 2024Q4: 133,594 shares; 2025Q1: 131,404 shares; 2025Q2: 177,192 shares; 2025Q3: 177,361 shares; 2025Q4: 172,620 shares; 2026Q1: 154,823 shares 154,823 $21.4M 0.99% -17,797 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,787 shares; 2024Q4: 80,165 shares; 2025Q1: 74,783 shares; 2025Q2: 77,427 shares; 2025Q3: 76,428 shares; 2025Q4: 75,658 shares; 2026Q1: 77,107 shares 77,107 $20.6M 0.95% +1,449 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: 5,297 shares; 2024Q4: 5,033 shares; 2025Q1: 10,279 shares; 2025Q2: 15,520 shares; 2025Q3: 16,105 shares; 2025Q4: 15,090 shares; 2026Q1: 15,386 shares 15,386 $20.3M 0.94% +296 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: not reported; 2024Q4: 1,052,897 shares; 2025Q1: 1,015,217 shares; 2025Q2: 904,156 shares; 2025Q3: 691,136 shares; 2025Q4: 696,237 shares; 2026Q1: 648,025 shares 648,025 $19.9M 0.92% -48,212 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: 37,923 shares; 2024Q4: 38,029 shares; 2025Q1: 37,280 shares; 2025Q2: 37,541 shares; 2025Q3: 36,894 shares; 2025Q4: 37,903 shares; 2026Q1: 37,763 shares 37,763 $18.9M 0.87% -140 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,599 shares; 2024Q4: 16,997 shares; 2025Q1: 51,029 shares; 2025Q2: 45,899 shares; 2025Q3: 44,041 shares; 2025Q4: 44,887 shares; 2026Q1: 54,472 shares 54,472 $17.8M 0.82% +9,585 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: 38,349 shares; 2024Q4: 38,872 shares; 2025Q1: 49,369 shares; 2025Q2: 58,944 shares; 2025Q3: 58,594 shares; 2025Q4: 54,293 shares; 2026Q1: 55,157 shares 55,157 $17.1M 0.79% +864 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: 58,568 shares; 2024Q4: 59,893 shares; 2025Q1: 60,205 shares; 2025Q2: 58,209 shares; 2025Q3: 57,909 shares; 2025Q4: 57,607 shares; 2026Q1: 56,504 shares 56,504 $16.6M 0.77% -1,103 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 223,102 shares; 2025Q1: 229,680 shares; 2025Q2: 248,613 shares; 2025Q3: 248,301 shares; 2025Q4: 237,200 shares; 2026Q1: 237,142 shares 237,142 $16M 0.74% -58 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,059 shares; 2024Q4: 169,477 shares; 2025Q1: 157,896 shares; 2025Q2: 144,157 shares; 2025Q3: 139,742 shares; 2025Q4: 143,306 shares; 2026Q1: 187,558 shares 187,558 $15.5M 0.72% +44,252 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: 62,963 shares; 2024Q4: 61,382 shares; 2025Q1: 57,839 shares; 2025Q2: 56,165 shares; 2025Q3: 56,214 shares; 2025Q4: 55,225 shares; 2026Q1: 50,724 shares 50,724 $15.3M 0.71% -4,501 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: 35,590 shares; 2024Q4: 35,314 shares; 2025Q1: 35,127 shares; 2025Q2: 35,584 shares; 2025Q3: 38,408 shares; 2025Q4: 43,734 shares; 2026Q1: 45,349 shares 45,349 $15.3M 0.71% +1,615 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: 17,045 shares; 2024Q4: 17,831 shares; 2025Q1: 23,538 shares; 2025Q2: 24,648 shares; 2025Q3: 25,628 shares; 2025Q4: 25,936 shares; 2026Q1: 24,744 shares 24,744 $14.2M 0.65% -1,192 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: 92,395 shares; 2024Q4: 86,308 shares; 2025Q1: 85,543 shares; 2025Q2: 82,829 shares; 2025Q3: 81,380 shares; 2025Q4: 80,844 shares; 2026Q1: 81,018 shares 81,018 $13.7M 0.63% +174 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: 289,802 shares; 2024Q4: 286,609 shares; 2025Q1: 304,405 shares; 2025Q2: 302,138 shares; 2025Q3: 285,505 shares; 2025Q4: 279,985 shares; 2026Q1: 276,430 shares 276,430 $13.5M 0.62% -3,555 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: not reported; 2024Q4: 22,290 shares; 2025Q1: 21,361 shares; 2025Q2: 44,638 shares; 2025Q3: 44,585 shares; 2025Q4: 21,024 shares; 2026Q1: 20,318 shares 20,318 $13.2M 0.61% -706 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: 19,006 shares; 2024Q4: 19,006 shares; 2025Q1: 18,717 shares; 2025Q2: 149,072 shares; 2025Q3: 146,596 shares; 2025Q4: 179,091 shares; 2026Q1: 279,989 shares 279,989 $13M 0.6% +100,898 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: 56,743 shares; 2024Q4: 56,326 shares; 2025Q1: 55,075 shares; 2025Q2: 52,660 shares; 2025Q3: 54,581 shares; 2025Q4: 52,509 shares; 2026Q1: 52,651 shares 52,651 $12.9M 0.59% +142 Timeline FEGE 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,528 shares; 2026Q1: 266,489 shares 266,489 $12.5M 0.58% +208,961 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: 158,344 shares; 2024Q4: 139,877 shares; 2025Q1: 130,277 shares; 2025Q2: 131,262 shares; 2025Q3: 132,675 shares; 2025Q4: 131,964 shares; 2026Q1: 132,656 shares 132,656 $12.5M 0.58% +692 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: 19,289 shares; 2024Q4: 35,665 shares; 2025Q1: 62,209 shares; 2025Q2: 101,648 shares; 2025Q3: 92,262 shares; 2025Q4: 80,352 shares; 2026Q1: 81,885 shares 81,885 $12M 0.56% +1,533 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: 15,271 shares; 2024Q4: 15,271 shares; 2025Q1: 14,842 shares; 2025Q2: 14,575 shares; 2025Q3: 16,613 shares; 2025Q4: 16,052 shares; 2026Q1: 15,856 shares 15,856 $11.2M 0.52% -196 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: 11,574 shares; 2024Q4: 12,869 shares; 2025Q1: 13,214 shares; 2025Q2: 13,249 shares; 2025Q3: 13,140 shares; 2025Q4: 12,790 shares; 2026Q1: 12,788 shares 12,788 $10.8M 0.5% -2 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,061 shares; 2024Q4: 131,570 shares; 2025Q1: 133,073 shares; 2025Q2: 149,997 shares; 2025Q3: 188,328 shares; 2025Q4: 199,800 shares; 2026Q1: 205,824 shares 205,824 $10.8M 0.5% +6,024 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: 28,779 shares; 2024Q4: 29,744 shares; 2025Q1: 29,583 shares; 2025Q2: 28,996 shares; 2025Q3: 30,391 shares; 2025Q4: 30,292 shares; 2026Q1: 30,622 shares 30,622 $10.1M 0.46% +330 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: 110,345 shares; 2024Q4: 95,329 shares; 2025Q1: 95,121 shares; 2025Q2: 135,718 shares; 2025Q3: 130,906 shares; 2025Q4: 133,254 shares; 2026Q1: 131,357 shares 131,357 $9.99M 0.46% -1,897 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 18,482 shares; 2025Q1: 18,049 shares; 2025Q2: 18,472 shares; 2025Q3: 18,245 shares; 2025Q4: 17,669 shares; 2026Q1: 58,052 shares 58,052 $9.94M 0.46% +40,383 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: 62,278 shares; 2024Q4: 67,528 shares; 2025Q1: 67,012 shares; 2025Q2: 66,712 shares; 2025Q3: 71,512 shares; 2025Q4: 71,512 shares; 2026Q1: 79,774 shares 79,774 $9.91M 0.46% +8,262 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161,530 shares 161,530 $9.86M 0.46% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,891 shares; 2024Q4: 11,590 shares; 2025Q1: 13,850 shares; 2025Q2: 46,819 shares; 2025Q3: 35,445 shares; 2025Q4: 36,214 shares; 2026Q1: 36,154 shares 36,154 $9.78M 0.45% -60 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,677 shares; 2024Q4: 39,645 shares; 2025Q1: 47,864 shares; 2025Q2: 66,878 shares; 2025Q3: 65,075 shares; 2025Q4: 66,652 shares; 2026Q1: 111,423 shares 111,423 $9.65M 0.45% +44,771 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: not reported; 2024Q4: 122,116 shares; 2025Q1: 128,447 shares; 2025Q2: 86,157 shares; 2025Q3: 86,132 shares; 2025Q4: 79,408 shares; 2026Q1: 75,993 shares 75,993 $9.45M 0.44% -3,415 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: 8,540 shares; 2024Q4: 8,557 shares; 2025Q1: 8,423 shares; 2025Q2: 8,311 shares; 2025Q3: 8,002 shares; 2025Q4: 10,327 shares; 2026Q1: 9,962 shares 9,962 $9.16M 0.42% -365 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: 24,957 shares; 2024Q4: 21,089 shares; 2025Q1: 21,207 shares; 2025Q2: 22,959 shares; 2025Q3: 22,213 shares; 2025Q4: 22,209 shares; 2026Q1: 20,906 shares 20,906 $8.89M 0.41% -1,303 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: 39,279 shares; 2024Q4: 78,334 shares; 2025Q1: 78,661 shares; 2025Q2: 79,447 shares; 2025Q3: 79,385 shares; 2025Q4: 76,719 shares; 2026Q1: 76,681 shares 76,681 $8.62M 0.4% -38 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: 37,726 shares; 2024Q4: 36,047 shares; 2025Q1: 36,030 shares; 2025Q2: 35,923 shares; 2025Q3: 38,254 shares; 2025Q4: 38,046 shares; 2026Q1: 38,890 shares 38,890 $8.05M 0.37% +844 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,516 shares; 2024Q4: 5,437 shares; 2025Q1: 5,887 shares; 2025Q2: 6,371 shares; 2025Q3: 6,399 shares; 2025Q4: 6,330 shares; 2026Q1: 6,897 shares 6,897 $7.99M 0.37% +567 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,959 shares; 2024Q4: 72,543 shares; 2025Q1: 59,290 shares; 2025Q2: 43,384 shares; 2025Q3: 36,040 shares; 2025Q4: 30,091 shares; 2026Q1: 28,849 shares 28,849 $7.81M 0.36% -1,242 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: 34,226 shares; 2024Q4: 34,823 shares; 2025Q1: 35,746 shares; 2025Q2: 35,939 shares; 2025Q3: 35,972 shares; 2025Q4: 36,335 shares; 2026Q1: 35,133 shares 35,133 $7.64M 0.35% -1,202 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,730 shares; 2025Q2: 9,957 shares; 2025Q3: 10,030 shares; 2025Q4: 45,229 shares; 2026Q1: 36,255 shares 36,255 $7.17M 0.33% -8,974 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: not reported; 2024Q4: 20,801 shares; 2025Q1: 20,711 shares; 2025Q2: 21,907 shares; 2025Q3: 22,305 shares; 2025Q4: 22,305 shares; 2026Q1: 22,245 shares 22,245 $7.14M 0.33% -60 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: 14,174 shares; 2024Q4: 12,734 shares; 2025Q1: 12,812 shares; 2025Q2: 42,343 shares; 2025Q3: 43,499 shares; 2025Q4: 44,807 shares; 2026Q1: 42,801 shares 42,801 $7.08M 0.33% -2,006 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: 17,604 shares; 2024Q4: 17,180 shares; 2025Q1: 17,445 shares; 2025Q2: 17,153 shares; 2025Q3: 17,153 shares; 2025Q4: 49,463 shares; 2026Q1: 50,177 shares 50,177 $6.99M 0.32% +714 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,035 shares; 2024Q4: 16,343 shares; 2025Q1: 11,483 shares; 2025Q2: 55,338 shares; 2025Q3: 68,254 shares; 2025Q4: 67,123 shares; 2026Q1: 69,461 shares 69,461 $6.88M 0.32% +2,338 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,307 shares; 2026Q1: 26,367 shares 26,367 $6.61M 0.3% +60 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,417 shares; 2025Q1: 30,417 shares; 2025Q2: 31,051 shares; 2025Q3: 30,874 shares; 2025Q4: 30,874 shares; 2026Q1: 30,874 shares 30,874 $6.52M 0.3% 0 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125,807 shares; 2025Q1: 149,936 shares; 2025Q2: 248,108 shares; 2025Q3: 239,985 shares; 2025Q4: 242,953 shares; 2026Q1: 271,473 shares 271,473 $6.5M 0.3% +28,520 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,298 shares 37,298 $6.3M 0.29% new Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP 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: 282,998 shares 282,998 $6.21M 0.29% new 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: 18,007 shares; 2024Q4: 19,904 shares; 2025Q1: 20,372 shares; 2025Q2: 17,363 shares; 2025Q3: 17,352 shares; 2025Q4: 17,278 shares; 2026Q1: 19,934 shares 19,934 $6.2M 0.29% +2,656 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,495 shares; 2025Q1: 11,689 shares; 2025Q2: 10,529 shares; 2025Q3: 14,823 shares; 2025Q4: 14,852 shares; 2026Q1: 14,299 shares 14,299 $6.1M 0.28% -553 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,950 shares; 2024Q4: 10,142 shares; 2025Q1: 10,531 shares; 2025Q2: 15,413 shares; 2025Q3: 15,671 shares; 2025Q4: 15,808 shares; 2026Q1: 16,377 shares 16,377 $6.09M 0.28% +569 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: 58,610 shares; 2024Q4: 56,303 shares; 2025Q1: 53,982 shares; 2025Q2: 52,406 shares; 2025Q3: 51,435 shares; 2025Q4: 50,110 shares; 2026Q1: 49,705 shares 49,705 $5.98M 0.28% -405 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: 40,099 shares; 2024Q4: 39,916 shares; 2025Q1: 38,516 shares; 2025Q2: 31,599 shares; 2025Q3: 31,669 shares; 2025Q4: 36,374 shares; 2026Q1: 40,709 shares 40,709 $5.88M 0.27% +4,335 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156,363 shares; 2026Q1: 110,356 shares 110,356 $5.83M 0.27% -46,007 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,911 shares; 2024Q4: 4,998 shares; 2025Q1: 5,046 shares; 2025Q2: 8,051 shares; 2025Q3: 29,026 shares; 2025Q4: 30,138 shares; 2026Q1: 28,832 shares 28,832 $5.81M 0.27% -1,306 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: 40,639 shares; 2024Q4: 44,077 shares; 2025Q1: 58,974 shares; 2025Q2: 58,022 shares; 2025Q3: 57,471 shares; 2025Q4: 55,234 shares; 2026Q1: 60,809 shares 60,809 $5.65M 0.26% +5,575 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: 65,888 shares; 2024Q4: 73,042 shares; 2025Q1: 75,273 shares; 2025Q2: 68,588 shares; 2025Q3: 53,513 shares; 2025Q4: 64,548 shares; 2026Q1: 69,444 shares 69,444 $5.56M 0.26% +4,896 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: 24,522 shares; 2024Q4: 24,542 shares; 2025Q1: 24,428 shares; 2025Q2: 24,244 shares; 2025Q3: 24,119 shares; 2025Q4: 23,947 shares; 2026Q1: 22,735 shares 22,735 $5.52M 0.25% -1,212 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,582 shares; 2024Q4: 193,127 shares; 2025Q1: 206,008 shares; 2025Q2: 207,975 shares; 2025Q3: 211,047 shares; 2025Q4: 132,152 shares; 2026Q1: 116,796 shares 116,796 $5.48M 0.25% -15,356 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 338,747 shares; 2026Q1: 221,385 shares 221,385 $5.27M 0.24% -117,362 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,844 shares; 2025Q4: 12,788 shares; 2026Q1: 13,007 shares 13,007 $5.1M 0.24% +219 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $5.03M 0.23% 0 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: 22,977 shares; 2024Q4: 22,863 shares; 2025Q1: 21,895 shares; 2025Q2: 17,145 shares; 2025Q3: 17,032 shares; 2025Q4: 17,032 shares; 2026Q1: 17,032 shares 17,032 $4.83M 0.22% 0 Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 223,881 shares; 2025Q2: 223,881 shares; 2025Q3: 223,881 shares; 2025Q4: 223,881 shares; 2026Q1: 223,881 shares 223,881 $4.8M 0.22% 0 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: 60,753 shares; 2024Q4: 62,153 shares; 2025Q1: 60,685 shares; 2025Q2: 61,639 shares; 2025Q3: 62,438 shares; 2025Q4: 60,302 shares; 2026Q1: 61,451 shares 61,451 $4.77M 0.22% +1,149 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: 1,119 shares; 2024Q4: 1,108 shares; 2025Q1: 3,051 shares; 2025Q2: 3,664 shares; 2025Q3: 3,688 shares; 2025Q4: 3,537 shares; 2026Q1: 3,194 shares 3,194 $4.7M 0.22% -343 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: not reported; 2024Q4: 8,950 shares; 2025Q1: 8,950 shares; 2025Q2: 8,914 shares; 2025Q3: 11,254 shares; 2025Q4: 11,475 shares; 2026Q1: 10,751 shares 10,751 $4.7M 0.22% -724 Timeline IWP 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: 12,174 shares; 2025Q1: 14,732 shares; 2025Q2: 20,764 shares; 2025Q3: 34,347 shares; 2025Q4: 35,092 shares; 2026Q1: 36,056 shares 36,056 $4.62M 0.21% +964 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: not reported; 2024Q4: 20,836 shares; 2025Q1: 18,099 shares; 2025Q2: 17,769 shares; 2025Q3: 17,872 shares; 2025Q4: 18,167 shares; 2026Q1: 18,574 shares 18,574 $4.61M 0.21% +407 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: not reported; 2024Q4: 19,029 shares; 2025Q1: 20,779 shares; 2025Q2: 20,779 shares; 2025Q3: 20,933 shares; 2025Q4: 20,933 shares; 2026Q1: 20,933 shares 20,933 $4.47M 0.21% 0 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: 41,419 shares; 2024Q4: 41,084 shares; 2025Q1: 42,034 shares; 2025Q2: 41,476 shares; 2025Q3: 41,475 shares; 2025Q4: 33,903 shares; 2026Q1: 34,124 shares 34,124 $4.47M 0.21% +221 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: 23,457 shares; 2024Q4: 21,680 shares; 2025Q1: 20,764 shares; 2025Q2: 20,821 shares; 2025Q3: 23,377 shares; 2025Q4: 23,201 shares; 2026Q1: 23,084 shares 23,084 $4.45M 0.21% -117 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,222 shares; 2024Q4: 91,471 shares; 2025Q1: 83,973 shares; 2025Q2: 79,411 shares; 2025Q3: 118,261 shares; 2025Q4: 116,364 shares; 2026Q1: 95,575 shares 95,575 $4.39M 0.2% -20,789 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: 32,151 shares; 2024Q4: 31,898 shares; 2025Q1: 30,180 shares; 2025Q2: 29,208 shares; 2025Q3: 29,058 shares; 2025Q4: 28,040 shares; 2026Q1: 27,958 shares 27,958 $4.34M 0.2% -82 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: 3,303 shares; 2024Q4: 3,303 shares; 2025Q1: 10,989 shares; 2025Q2: 10,929 shares; 2025Q3: 11,151 shares; 2025Q4: 11,265 shares; 2026Q1: 11,084 shares 11,084 $4.33M 0.2% -181 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: 25,133 shares; 2024Q4: 28,198 shares; 2025Q1: 26,452 shares; 2025Q2: 23,966 shares; 2025Q3: 24,368 shares; 2025Q4: 24,461 shares; 2026Q1: 21,208 shares 21,208 $4.22M 0.19% -3,253 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,783 shares; 2025Q4: 46,862 shares; 2026Q1: 52,145 shares 52,145 $4.18M 0.19% +5,283 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: 24,837 shares; 2024Q4: 25,329 shares; 2025Q1: 25,008 shares; 2025Q2: 21,221 shares; 2025Q3: 21,932 shares; 2025Q4: 22,243 shares; 2026Q1: 22,344 shares 22,344 $4.07M 0.19% +101 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: 30,483 shares; 2024Q4: 31,880 shares; 2025Q1: 38,742 shares; 2025Q2: 40,093 shares; 2025Q3: 40,192 shares; 2025Q4: 37,145 shares; 2026Q1: 35,583 shares 35,583 $4.04M 0.19% -1,562 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: 4,237 shares; 2024Q4: 4,237 shares; 2025Q1: 4,139 shares; 2025Q2: 4,043 shares; 2025Q3: 3,994 shares; 2025Q4: 4,025 shares; 2026Q1: 4,043 shares 4,043 $4.03M 0.19% +18 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is 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: 57,591 shares 57,591 $3.98M 0.18% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,132 shares; 2024Q4: 18,876 shares; 2025Q1: 17,545 shares; 2025Q2: 16,472 shares; 2025Q3: 16,544 shares; 2025Q4: 16,356 shares; 2026Q1: 14,534 shares 14,534 $3.96M 0.18% -1,822 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,563 shares; 2026Q1: 113,579 shares 113,579 $3.83M 0.18% +34,016 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: not reported; 2024Q4: 8,248 shares; 2025Q1: 6,301 shares; 2025Q2: 6,183 shares; 2025Q3: 6,171 shares; 2025Q4: 5,842 shares; 2026Q1: 5,842 shares 5,842 $3.82M 0.18% 0 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: 48,962 shares; 2025Q1: 48,765 shares; 2025Q2: 50,011 shares; 2025Q3: 48,414 shares; 2025Q4: 47,654 shares; 2026Q1: 46,074 shares 46,074 $3.62M 0.17% -1,580 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: 25,835 shares; 2024Q4: 25,319 shares; 2025Q1: 25,234 shares; 2025Q2: 24,918 shares; 2025Q3: 25,203 shares; 2025Q4: 24,388 shares; 2026Q1: 27,431 shares 27,431 $3.59M 0.17% +3,043 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,718 shares; 2025Q1: 1,718 shares; 2025Q2: 31,252 shares; 2025Q3: 30,733 shares; 2025Q4: 37,072 shares; 2026Q1: 31,991 shares 31,991 $3.49M 0.16% -5,081 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: 36,667 shares; 2024Q4: 36,026 shares; 2025Q1: 35,636 shares; 2025Q2: 36,652 shares; 2025Q3: 35,827 shares; 2025Q4: 35,591 shares; 2026Q1: 35,900 shares 35,900 $3.45M 0.16% +309 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,188 shares; 2025Q3: 4,151 shares; 2025Q4: 6,436 shares; 2026Q1: 4,727 shares 4,727 $3.44M 0.16% -1,709 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: not reported; 2024Q4: 14,813 shares; 2025Q1: 15,960 shares; 2025Q2: 15,960 shares; 2025Q3: 15,960 shares; 2025Q4: 15,960 shares; 2026Q1: 15,910 shares 15,910 $3.42M 0.16% -50 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: 7,706 shares; 2024Q4: 9,159 shares; 2025Q1: 8,961 shares; 2025Q2: 9,358 shares; 2025Q3: 9,338 shares; 2025Q4: 9,338 shares; 2026Q1: 9,564 shares 9,564 $3.41M 0.16% +226 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,647 shares; 2025Q1: 18,313 shares; 2025Q2: 53,896 shares; 2025Q3: 81,196 shares; 2025Q4: 47,187 shares; 2026Q1: 50,365 shares 50,365 $3.39M 0.16% +3,178 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: 11,049 shares; 2024Q4: 12,731 shares; 2025Q1: 12,453 shares; 2025Q2: 12,835 shares; 2025Q3: 14,826 shares; 2025Q4: 14,477 shares; 2026Q1: 14,314 shares 14,314 $3.38M 0.16% -163 Timeline FEOE 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,922 shares 66,922 $3.38M 0.16% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX 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: 43,330 shares; 2026Q1: 18,399 shares 18,399 $3.31M 0.15% -24,931 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: 13,036 shares; 2024Q4: 13,036 shares; 2025Q1: 10,548 shares; 2025Q2: 9,410 shares; 2025Q3: 9,410 shares; 2025Q4: 8,232 shares; 2026Q1: 7,441 shares 7,441 $3.31M 0.15% -791 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,920 shares; 2025Q1: 6,926 shares; 2025Q2: 6,700 shares; 2025Q3: 6,569 shares; 2025Q4: 6,474 shares; 2026Q1: 6,609 shares 6,609 $3.28M 0.15% +135 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,469 shares; 2025Q1: 22,255 shares; 2025Q2: 21,951 shares; 2025Q3: 22,127 shares; 2025Q4: 23,295 shares; 2026Q1: 22,105 shares 22,105 $3.22M 0.15% -1,190 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: 16,114 shares; 2024Q4: 14,664 shares; 2025Q1: 14,185 shares; 2025Q2: 13,581 shares; 2025Q3: 13,559 shares; 2025Q4: 13,742 shares; 2026Q1: 13,787 shares 13,787 $3.12M 0.14% +45 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,497 shares; 2024Q4: 28,834 shares; 2025Q1: 26,166 shares; 2025Q2: 25,368 shares; 2025Q3: 24,463 shares; 2025Q4: 25,059 shares; 2026Q1: 33,555 shares 33,555 $3.1M 0.14% +8,496 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: 5,618 shares; 2024Q4: 5,492 shares; 2025Q1: 5,492 shares; 2025Q2: 5,434 shares; 2025Q3: 5,357 shares; 2025Q4: 7,208 shares; 2026Q1: 7,171 shares 7,171 $3.1M 0.14% -37 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: 166,677 shares; 2024Q4: 169,809 shares; 2025Q1: 162,684 shares; 2025Q2: 118,155 shares; 2025Q3: 74,751 shares; 2025Q4: 74,751 shares; 2026Q1: 75,322 shares 75,322 $3.09M 0.14% +571 Timeline GDX 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: 57,838 shares; 2024Q4: 57,838 shares; 2025Q1: 57,838 shares; 2025Q2: 48,100 shares; 2025Q3: 47,737 shares; 2025Q4: 35,864 shares; 2026Q1: 32,912 shares 32,912 $3.02M 0.14% -2,952 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: 5,442 shares; 2024Q4: 5,442 shares; 2025Q1: 5,295 shares; 2025Q2: 5,295 shares; 2025Q3: 5,289 shares; 2025Q4: 9,455 shares; 2026Q1: 9,351 shares 9,351 $3M 0.14% -104 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: 1,991 shares; 2024Q4: not reported; 2025Q1: 1,991 shares; 2025Q2: 1,991 shares; 2025Q3: 1,991 shares; 2025Q4: 2,191 shares; 2026Q1: 19,608 shares 19,608 $3M 0.14% +17,417 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,894 shares; 2024Q4: 12,774 shares; 2025Q1: 13,158 shares; 2025Q2: 11,244 shares; 2025Q3: 11,244 shares; 2025Q4: 11,244 shares; 2026Q1: 11,244 shares 11,244 $2.98M 0.14% 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: 45,267 shares; 2024Q4: 36,664 shares; 2025Q1: 37,157 shares; 2025Q2: 51,761 shares; 2025Q3: 38,643 shares; 2025Q4: 47,028 shares; 2026Q1: 15,880 shares 15,880 $2.96M 0.14% -31,148 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,496 shares; 2024Q4: 9,325 shares; 2025Q1: 8,197 shares; 2025Q2: 8,436 shares; 2025Q3: 8,282 shares; 2025Q4: 5,976 shares; 2026Q1: 6,067 shares 6,067 $2.94M 0.14% +91 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,577 shares; 2024Q4: 75,213 shares; 2025Q1: 74,149 shares; 2025Q2: 75,285 shares; 2025Q3: 74,168 shares; 2025Q4: 73,638 shares; 2026Q1: 75,009 shares 75,009 $2.93M 0.14% +1,371 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,746 shares; 2024Q4: 199,653 shares; 2025Q1: 182,782 shares; 2025Q2: 165,134 shares; 2025Q3: 140,308 shares; 2025Q4: 107,288 shares; 2026Q1: 37,095 shares 37,095 $2.86M 0.13% -70,193 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: 998 shares; 2024Q4: 1,124 shares; 2025Q1: 7,410 shares; 2025Q2: 9,714 shares; 2025Q3: 9,893 shares; 2025Q4: 9,711 shares; 2026Q1: 8,665 shares 8,665 $2.82M 0.13% -1,046 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,198 shares; 2024Q4: 63,127 shares; 2025Q1: 58,832 shares; 2025Q2: 56,382 shares; 2025Q3: 55,542 shares; 2025Q4: 55,280 shares; 2026Q1: 56,517 shares 56,517 $2.75M 0.13% +1,237 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: 2,950 shares; 2025Q1: 2,910 shares; 2025Q2: 2,896 shares; 2025Q3: 2,896 shares; 2025Q4: 2,876 shares; 2026Q1: 2,859 shares 2,859 $2.75M 0.13% -17 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,492 shares; 2024Q4: 27,492 shares; 2025Q1: 27,684 shares; 2025Q2: 34,527 shares; 2025Q3: 34,609 shares; 2025Q4: 30,261 shares; 2026Q1: 27,845 shares 27,845 $2.69M 0.12% -2,416 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,025 shares; 2024Q4: 41,025 shares; 2025Q1: 40,025 shares; 2025Q2: 40,025 shares; 2025Q3: 40,025 shares; 2025Q4: 43,411 shares; 2026Q1: 41,411 shares 41,411 $2.62M 0.12% -2,000 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,655 shares; 2024Q4: 186,536 shares; 2025Q1: 180,562 shares; 2025Q2: 182,657 shares; 2025Q3: 179,540 shares; 2025Q4: 178,505 shares; 2026Q1: 180,969 shares 180,969 $2.6M 0.12% +2,464 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,296 shares; 2024Q4: 26,296 shares; 2025Q1: 26,296 shares; 2025Q2: 26,296 shares; 2025Q3: 26,296 shares; 2025Q4: 26,296 shares; 2026Q1: 30,615 shares 30,615 $2.6M 0.12% +4,319 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,895 shares 85,895 $2.59M 0.12% new 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: not reported; 2024Q4: 5,646 shares; 2025Q1: 5,646 shares; 2025Q2: 5,686 shares; 2025Q3: 5,679 shares; 2025Q4: 5,563 shares; 2026Q1: 5,563 shares 5,563 $2.58M 0.12% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,240 shares; 2025Q3: 13,140 shares; 2025Q4: 14,301 shares; 2026Q1: 14,828 shares 14,828 $2.53M 0.12% +527 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,959 shares; 2024Q4: 4,855 shares; 2025Q1: 5,388 shares; 2025Q2: 5,368 shares; 2025Q3: 5,340 shares; 2025Q4: 26,501 shares; 2026Q1: 24,041 shares 24,041 $2.51M 0.12% -2,460 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,215 shares; 2025Q2: 10,767 shares; 2025Q3: 10,866 shares; 2025Q4: 8,052 shares; 2026Q1: 7,846 shares 7,846 $2.46M 0.11% -206 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,779 shares; 2024Q4: 12,250 shares; 2025Q1: 1,266 shares; 2025Q2: 1,259 shares; 2025Q3: 1,117 shares; 2025Q4: 10,526 shares; 2026Q1: 10,178 shares 10,178 $2.37M 0.11% -348 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,528 shares; 2024Q4: 88,961 shares; 2025Q1: 87,999 shares; 2025Q2: 90,329 shares; 2025Q3: 88,601 shares; 2025Q4: 88,088 shares; 2026Q1: 88,372 shares 88,372 $2.29M 0.11% +284 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: 25,740 shares; 2024Q4: 25,487 shares; 2025Q1: 25,439 shares; 2025Q2: 25,068 shares; 2025Q3: 23,924 shares; 2025Q4: 22,386 shares; 2026Q1: 21,699 shares 21,699 $2.23M 0.1% -687 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,323 shares 37,323 $2.18M 0.1% new 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: 33,572 shares; 2024Q4: 34,406 shares; 2025Q1: 26,071 shares; 2025Q2: 26,869 shares; 2025Q3: 25,298 shares; 2025Q4: 23,906 shares; 2026Q1: 24,247 shares 24,247 $2.17M 0.1% +341 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,551 shares; 2025Q1: 5,921 shares; 2025Q2: 11,425 shares; 2025Q3: 22,320 shares; 2025Q4: 26,110 shares; 2026Q1: 56,007 shares 56,007 $2.15M 0.1% +29,897 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,646 shares; 2025Q1: 22,998 shares; 2025Q2: 33,695 shares; 2025Q3: 33,028 shares; 2025Q4: 33,162 shares; 2026Q1: 36,028 shares 36,028 $2.13M 0.1% +2,866 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: 2,659 shares; 2024Q4: 2,515 shares; 2025Q1: 2,394 shares; 2025Q2: 2,394 shares; 2025Q3: 2,394 shares; 2025Q4: 2,377 shares; 2026Q1: 2,415 shares 2,415 $2.11M 0.1% +38 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,338 shares; 2024Q4: 24,126 shares; 2025Q1: 21,097 shares; 2025Q2: 18,528 shares; 2025Q3: 18,528 shares; 2025Q4: 18,528 shares; 2026Q1: 18,528 shares 18,528 $2.08M 0.1% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,190 shares; 2024Q4: 8,322 shares; 2025Q1: 8,865 shares; 2025Q2: 10,946 shares; 2025Q3: 12,074 shares; 2025Q4: 11,717 shares; 2026Q1: 13,037 shares 13,037 $2.05M 0.09% +1,320 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,527 shares; 2024Q4: 34,103 shares; 2025Q1: 34,285 shares; 2025Q2: 54,895 shares; 2025Q3: 54,701 shares; 2025Q4: 59,865 shares; 2026Q1: 58,919 shares 58,919 $2.01M 0.09% -946 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: 15,555 shares; 2024Q4: 15,505 shares; 2025Q1: 15,244 shares; 2025Q2: 15,099 shares; 2025Q3: 15,399 shares; 2025Q4: 15,295 shares; 2026Q1: 15,287 shares 15,287 $2M 0.09% -8 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: 20,781 shares; 2024Q4: 4,797 shares; 2025Q1: 4,841 shares; 2025Q2: 4,991 shares; 2025Q3: 5,473 shares; 2025Q4: 5,315 shares; 2026Q1: 5,680 shares 5,680 $2M 0.09% +365 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,856 shares; 2024Q4: 4,918 shares; 2025Q1: 4,957 shares; 2025Q2: 7,177 shares; 2025Q3: 7,173 shares; 2025Q4: 6,617 shares; 2026Q1: 6,535 shares 6,535 $1.99M 0.09% -82 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,554 shares; 2024Q4: 11,907 shares; 2025Q1: 11,792 shares; 2025Q2: 12,068 shares; 2025Q3: 11,843 shares; 2025Q4: 11,772 shares; 2026Q1: 11,945 shares 11,945 $1.94M 0.09% +173 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 378,991 shares 378,991 $1.91M 0.09% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,684 shares; 2024Q4: 7,177 shares; 2025Q1: 7,679 shares; 2025Q2: 7,793 shares; 2025Q3: 6,521 shares; 2025Q4: 5,795 shares; 2026Q1: 5,861 shares 5,861 $1.89M 0.09% +66 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 481 shares; 2025Q1: 553 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 840 shares; 2026Q1: 830 shares 830 $1.82M 0.08% -10 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,325 shares; 2024Q4: 20,676 shares; 2025Q1: 20,870 shares; 2025Q2: 33,500 shares; 2025Q3: 50,067 shares; 2025Q4: 44,496 shares; 2026Q1: 43,825 shares 43,825 $1.78M 0.08% -671 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: 8,338 shares; 2024Q4: 8,266 shares; 2025Q1: 8,266 shares; 2025Q2: 7,138 shares; 2025Q3: 7,102 shares; 2025Q4: 14,204 shares; 2026Q1: 13,340 shares 13,340 $1.77M 0.08% -864 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,364 shares; 2024Q4: 40,572 shares; 2025Q1: 46,309 shares; 2025Q2: 45,138 shares; 2025Q3: 32,146 shares; 2025Q4: 30,599 shares; 2026Q1: 24,794 shares 24,794 $1.77M 0.08% -5,805 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,831 shares; 2025Q4: 12,128 shares; 2026Q1: 15,633 shares 15,633 $1.74M 0.08% +3,505 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,621 shares 51,621 $1.71M 0.08% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,654 shares; 2024Q4: 4,654 shares; 2025Q1: 3,670 shares; 2025Q2: 3,670 shares; 2025Q3: 3,670 shares; 2025Q4: 3,670 shares; 2026Q1: 2,501 shares 2,501 $1.71M 0.08% -1,169 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: 70,180 shares; 2024Q4: 69,955 shares; 2025Q1: 63,019 shares; 2025Q2: 61,019 shares; 2025Q3: 60,959 shares; 2025Q4: 60,959 shares; 2026Q1: 64,875 shares 64,875 $1.69M 0.08% +3,916 Timeline IWO 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: 3,816 shares; 2025Q1: 4,769 shares; 2025Q2: 5,168 shares; 2025Q3: 5,169 shares; 2025Q4: 5,230 shares; 2026Q1: 5,352 shares 5,352 $1.68M 0.08% +122 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 6,645 shares; 2025Q1: 6,705 shares; 2025Q2: 10,677 shares; 2025Q3: 10,657 shares; 2025Q4: 11,752 shares; 2026Q1: 7,224 shares 7,224 $1.66M 0.08% -4,528 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: 16,378 shares; 2024Q4: 15,742 shares; 2025Q1: 15,159 shares; 2025Q2: 15,041 shares; 2025Q3: 15,041 shares; 2025Q4: 15,025 shares; 2026Q1: 12,845 shares 12,845 $1.65M 0.08% -2,180 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,374 shares; 2024Q4: 30,533 shares; 2025Q1: 30,360 shares; 2025Q2: 30,515 shares; 2025Q3: 33,446 shares; 2025Q4: 10,188 shares; 2026Q1: 10,371 shares 10,371 $1.63M 0.08% +183 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: 1,890 shares; 2024Q4: 1,875 shares; 2025Q1: 1,876 shares; 2025Q2: 1,872 shares; 2025Q3: 1,872 shares; 2025Q4: 1,872 shares; 2026Q1: 1,872 shares 1,872 $1.62M 0.07% 0 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: not reported; 2024Q4: 16,380 shares; 2025Q1: 16,380 shares; 2025Q2: 16,380 shares; 2025Q3: 16,380 shares; 2025Q4: 16,380 shares; 2026Q1: 16,380 shares 16,380 $1.59M 0.07% 0 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: 3,248 shares; 2024Q4: 2,920 shares; 2025Q1: 3,154 shares; 2025Q2: 2,949 shares; 2025Q3: 2,910 shares; 2025Q4: 2,956 shares; 2026Q1: 3,418 shares 3,418 $1.58M 0.07% +462 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,825 shares; 2024Q4: 7,096 shares; 2025Q1: 9,895 shares; 2025Q2: 15,727 shares; 2025Q3: 15,662 shares; 2025Q4: 17,102 shares; 2026Q1: 16,823 shares 16,823 $1.58M 0.07% -279 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,193 shares; 2024Q4: 24,705 shares; 2025Q1: 24,979 shares; 2025Q2: 23,004 shares; 2025Q3: 22,534 shares; 2025Q4: 18,183 shares; 2026Q1: 13,236 shares 13,236 $1.56M 0.07% -4,947 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: 1,502 shares; 2024Q4: 1,502 shares; 2025Q1: 1,408 shares; 2025Q2: 1,402 shares; 2025Q3: 5,805 shares; 2025Q4: 5,977 shares; 2026Q1: 5,881 shares 5,881 $1.56M 0.07% -96 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: 22,173 shares; 2024Q4: 22,917 shares; 2025Q1: 22,619 shares; 2025Q2: 22,062 shares; 2025Q3: 22,019 shares; 2025Q4: 21,906 shares; 2026Q1: 7,579 shares 7,579 $1.54M 0.07% -14,327 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: 43,328 shares; 2024Q4: 33,715 shares; 2025Q1: 33,641 shares; 2025Q2: 33,289 shares; 2025Q3: 35,063 shares; 2025Q4: 33,438 shares; 2026Q1: 30,440 shares 30,440 $1.53M 0.07% -2,998 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,470 shares; 2025Q3: 2,470 shares; 2025Q4: 2,470 shares; 2026Q1: 2,470 shares 2,470 $1.52M 0.07% 0 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: 9,595 shares; 2024Q4: 11,794 shares; 2025Q1: 11,794 shares; 2025Q2: 11,641 shares; 2025Q3: 11,614 shares; 2025Q4: 10,541 shares; 2026Q1: 11,522 shares 11,522 $1.52M 0.07% +981 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,033 shares; 2025Q1: not reported; 2025Q2: 7,660 shares; 2025Q3: 7,650 shares; 2025Q4: 7,706 shares; 2026Q1: 7,532 shares 7,532 $1.48M 0.07% -174 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,225 shares; 2024Q4: 43,555 shares; 2025Q1: 47,570 shares; 2025Q2: 55,035 shares; 2025Q3: 43,243 shares; 2025Q4: 43,243 shares; 2026Q1: 41,763 shares 41,763 $1.47M 0.07% -1,480 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,478 shares; 2025Q4: 7,540 shares; 2026Q1: 8,427 shares 8,427 $1.46M 0.07% +887 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,424 shares; 2024Q4: 15,424 shares; 2025Q1: 43,127 shares; 2025Q2: 28,227 shares; 2025Q3: 20,333 shares; 2025Q4: 19,468 shares; 2026Q1: 19,616 shares 19,616 $1.44M 0.07% +148 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,747 shares; 2024Q4: 6,497 shares; 2025Q1: 5,690 shares; 2025Q2: 5,690 shares; 2025Q3: 5,690 shares; 2025Q4: 5,690 shares; 2026Q1: 5,690 shares 5,690 $1.41M 0.07% 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: 7,645 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,837 shares; 2025Q3: 18,962 shares; 2025Q4: 20,850 shares; 2026Q1: 21,041 shares 21,041 $1.4M 0.06% +191 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: 4,317 shares; 2024Q4: 4,317 shares; 2025Q1: 4,328 shares; 2025Q2: 4,317 shares; 2025Q3: 4,317 shares; 2025Q4: 3,896 shares; 2026Q1: 3,896 shares 3,896 $1.39M 0.06% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,247 shares; 2024Q4: 5,947 shares; 2025Q1: 6,118 shares; 2025Q2: 6,118 shares; 2025Q3: 6,111 shares; 2025Q4: 5,983 shares; 2026Q1: 6,044 shares 6,044 $1.39M 0.06% +61 Timeline PERI PERION NETWORK LTD More: the full row for PERION NETWORK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,770 shares; 2024Q4: 65,620 shares; 2025Q1: 87,900 shares; 2025Q2: 98,680 shares; 2025Q3: 100,895 shares; 2025Q4: 102,395 shares; 2026Q1: 138,880 shares 138,880 $1.39M 0.06% +36,485 Timeline QNST QUINSTREET INC More: the full row for QUINSTREET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,945 shares; 2024Q4: 109,560 shares; 2025Q1: 89,000 shares; 2025Q2: 97,125 shares; 2025Q3: 93,960 shares; 2025Q4: 98,725 shares; 2026Q1: 114,565 shares 114,565 $1.38M 0.06% +15,840 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435,307 shares; 2024Q4: 249,403 shares; 2025Q1: 235,864 shares; 2025Q2: 212,972 shares; 2025Q3: 209,822 shares; 2025Q4: 209,822 shares; 2026Q1: 61,559 shares 61,559 $1.36M 0.06% -148,263 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,113 shares; 2024Q4: 3,113 shares; 2025Q1: 3,034 shares; 2025Q2: 3,034 shares; 2025Q3: 3,034 shares; 2025Q4: 3,034 shares; 2026Q1: 3,079 shares 3,079 $1.34M 0.06% +45 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,501 shares; 2024Q4: 10,468 shares; 2025Q1: 11,080 shares; 2025Q2: 10,434 shares; 2025Q3: 10,422 shares; 2025Q4: 11,467 shares; 2026Q1: 11,283 shares 11,283 $1.32M 0.06% -184 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: 21,890 shares; 2024Q4: 21,090 shares; 2025Q1: 21,090 shares; 2025Q2: 20,913 shares; 2025Q3: 20,738 shares; 2025Q4: 20,738 shares; 2026Q1: 21,410 shares 21,410 $1.3M 0.06% +672 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,163 shares; 2024Q4: 17,163 shares; 2025Q1: 17,226 shares; 2025Q2: 16,946 shares; 2025Q3: 16,946 shares; 2025Q4: 16,147 shares; 2026Q1: 16,227 shares 16,227 $1.29M 0.06% +80 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: 11,982 shares; 2024Q4: 11,982 shares; 2025Q1: 12,147 shares; 2025Q2: 11,797 shares; 2025Q3: 11,797 shares; 2025Q4: 11,214 shares; 2026Q1: 11,342 shares 11,342 $1.28M 0.06% +128 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: 8,972 shares; 2024Q4: 10,483 shares; 2025Q1: 10,993 shares; 2025Q2: 9,328 shares; 2025Q3: 12,678 shares; 2025Q4: 12,626 shares; 2026Q1: 13,314 shares 13,314 $1.28M 0.06% +688 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,790 shares; 2025Q2: 67,089 shares; 2025Q3: 67,089 shares; 2025Q4: 64,520 shares; 2026Q1: 63,517 shares 63,517 $1.27M 0.06% -1,003 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: 3,583 shares; 2024Q4: 3,483 shares; 2025Q1: 3,436 shares; 2025Q2: 3,322 shares; 2025Q3: 2,689 shares; 2025Q4: 2,687 shares; 2026Q1: 2,590 shares 2,590 $1.27M 0.06% -97 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,614 shares; 2024Q4: 8,614 shares; 2025Q1: 8,614 shares; 2025Q2: 1,534 shares; 2025Q3: 3,393 shares; 2025Q4: 3,893 shares; 2026Q1: 3,815 shares 3,815 $1.27M 0.06% -78 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: 4,362 shares; 2024Q4: 4,360 shares; 2025Q1: 4,358 shares; 2025Q2: 4,285 shares; 2025Q3: 4,285 shares; 2025Q4: 4,285 shares; 2026Q1: 4,354 shares 4,354 $1.27M 0.06% +69 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: 5,896 shares; 2024Q4: 5,896 shares; 2025Q1: 5,903 shares; 2025Q2: 3,478 shares; 2025Q3: 3,478 shares; 2025Q4: 3,478 shares; 2026Q1: 6,212 shares 6,212 $1.26M 0.06% +2,734 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,811 shares; 2024Q4: 42,586 shares; 2025Q1: 42,586 shares; 2025Q2: 42,586 shares; 2025Q3: 37,504 shares; 2025Q4: 37,504 shares; 2026Q1: 37,504 shares 37,504 $1.26M 0.06% 0 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: 27,989 shares; 2024Q4: 28,013 shares; 2025Q1: 26,645 shares; 2025Q2: 24,798 shares; 2025Q3: 24,798 shares; 2025Q4: 23,836 shares; 2026Q1: 24,080 shares 24,080 $1.25M 0.06% +244 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: 12,459 shares; 2024Q4: 12,459 shares; 2025Q1: 12,250 shares; 2025Q2: 12,250 shares; 2025Q3: 7,140 shares; 2025Q4: 7,140 shares; 2026Q1: 6,494 shares 6,494 $1.23M 0.06% -646 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 3,842 shares; 2025Q1: 3,471 shares; 2025Q2: 3,471 shares; 2025Q3: 3,471 shares; 2025Q4: 3,471 shares; 2026Q1: 3,529 shares 3,529 $1.22M 0.06% +58 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,986 shares; 2024Q4: 4,986 shares; 2025Q1: 4,986 shares; 2025Q2: 4,459 shares; 2025Q3: 4,443 shares; 2025Q4: 4,443 shares; 2026Q1: 4,397 shares 4,397 $1.21M 0.06% -46 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: 6,880 shares; 2024Q4: 6,880 shares; 2025Q1: 6,653 shares; 2025Q2: 4,170 shares; 2025Q3: 4,170 shares; 2025Q4: 3,945 shares; 2026Q1: 3,971 shares 3,971 $1.17M 0.05% +26 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: 5,771 shares; 2024Q4: 5,599 shares; 2025Q1: 5,486 shares; 2025Q2: 6,320 shares; 2025Q3: 6,320 shares; 2025Q4: 6,320 shares; 2026Q1: 6,371 shares 6,371 $1.16M 0.05% +51 Timeline TH TARGET HOSPITALITY CORP More: the full row for TARGET HOSPITALITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,111 shares; 2024Q4: 124,491 shares; 2025Q1: 112,381 shares; 2025Q2: 110,281 shares; 2025Q3: 103,366 shares; 2025Q4: 104,366 shares; 2026Q1: 123,827 shares 123,827 $1.15M 0.05% +19,461 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,305 shares; 2025Q1: 4,133 shares; 2025Q2: 6,636 shares; 2025Q3: 6,620 shares; 2025Q4: 7,230 shares; 2026Q1: 7,120 shares 7,120 $1.14M 0.05% -110 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,025 shares; 2024Q4: 13,025 shares; 2025Q1: 12,140 shares; 2025Q2: 12,040 shares; 2025Q3: 12,040 shares; 2025Q4: 11,677 shares; 2026Q1: 11,570 shares 11,570 $1.13M 0.05% -107 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: 17,139 shares; 2025Q1: 25,856 shares; 2025Q2: 25,336 shares; 2025Q3: 25,336 shares; 2025Q4: 24,230 shares; 2026Q1: 24,262 shares 24,262 $1.13M 0.05% +32 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: 6,087 shares; 2024Q4: 5,723 shares; 2025Q1: 5,527 shares; 2025Q2: 5,508 shares; 2025Q3: 5,342 shares; 2025Q4: 4,796 shares; 2026Q1: 4,612 shares 4,612 $1.12M 0.05% -184 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: 13,493 shares; 2024Q4: 13,504 shares; 2025Q1: 12,233 shares; 2025Q2: 12,233 shares; 2025Q3: 12,206 shares; 2025Q4: 11,206 shares; 2026Q1: 11,733 shares 11,733 $1.1M 0.05% +527 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: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares; 2026Q1: 3,050 shares 3,050 $1.09M 0.05% 0 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: 6,771 shares; 2024Q4: 6,771 shares; 2025Q1: 6,404 shares; 2025Q2: 6,404 shares; 2025Q3: 6,504 shares; 2025Q4: 6,504 shares; 2026Q1: 6,815 shares 6,815 $1.09M 0.05% +311 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: 6,515 shares; 2024Q4: 4,880 shares; 2025Q1: 5,621 shares; 2025Q2: 6,434 shares; 2025Q3: 6,158 shares; 2025Q4: 19,415 shares; 2026Q1: 20,574 shares 20,574 $1.09M 0.05% +1,159 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,411 shares; 2024Q4: 22,411 shares; 2025Q1: 22,677 shares; 2025Q2: 22,670 shares; 2025Q3: 22,670 shares; 2025Q4: 21,561 shares; 2026Q1: 21,410 shares 21,410 $1.08M 0.05% -151 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: 9,220 shares; 2024Q4: 9,290 shares; 2025Q1: 8,578 shares; 2025Q2: 8,145 shares; 2025Q3: 8,145 shares; 2025Q4: 7,947 shares; 2026Q1: 8,069 shares 8,069 $1.07M 0.05% +122 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,753 shares; 2024Q4: 83,105 shares; 2025Q1: 95,645 shares; 2025Q2: 105,535 shares; 2025Q3: 100,730 shares; 2025Q4: 100,730 shares; 2026Q1: 107,965 shares 107,965 $1.06M 0.05% +7,235 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: 3,936 shares; 2024Q4: 3,936 shares; 2025Q1: 3,936 shares; 2025Q2: 3,174 shares; 2025Q3: 3,174 shares; 2025Q4: 3,174 shares; 2026Q1: 3,174 shares 3,174 $1.04M 0.05% 0 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: 10,709 shares; 2024Q4: 10,709 shares; 2025Q1: 9,714 shares; 2025Q2: 9,497 shares; 2025Q3: 9,497 shares; 2025Q4: 9,497 shares; 2026Q1: 9,405 shares 9,405 $1.03M 0.05% -92 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,993 shares; 2024Q4: 17,993 shares; 2025Q1: 17,516 shares; 2025Q2: 18,499 shares; 2025Q3: 19,052 shares; 2025Q4: 19,052 shares; 2026Q1: 19,052 shares 19,052 $1.03M 0.05% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,970 shares; 2025Q1: 14,424 shares; 2025Q2: 13,020 shares; 2025Q3: 13,020 shares; 2025Q4: 13,127 shares; 2026Q1: 11,060 shares 11,060 $1.03M 0.05% -2,067 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,569 shares; 2025Q4: 6,049 shares; 2026Q1: 5,954 shares 5,954 $1.03M 0.05% -95 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: 16,366 shares; 2024Q4: 16,332 shares; 2025Q1: 15,736 shares; 2025Q2: 12,479 shares; 2025Q3: 11,274 shares; 2025Q4: 11,231 shares; 2026Q1: 11,267 shares 11,267 $1.03M 0.05% +36 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,080 shares; 2024Q4: 3,780 shares; 2025Q1: 4,535 shares; 2025Q2: 6,245 shares; 2025Q3: 5,915 shares; 2025Q4: 5,035 shares; 2026Q1: 5,035 shares 5,035 $1.01M 0.05% 0 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,950 shares; 2025Q1: 8,133 shares; 2025Q2: 13,013 shares; 2025Q3: 16,145 shares; 2025Q4: 17,684 shares; 2026Q1: 17,406 shares 17,406 $993K 0.05% -278 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,664 shares; 2024Q4: 6,780 shares; 2025Q1: 6,820 shares; 2025Q2: 10,789 shares; 2025Q3: 10,752 shares; 2025Q4: 11,742 shares; 2026Q1: 11,554 shares 11,554 $978K 0.05% -188 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,260 shares; 2024Q4: 23,477 shares; 2025Q1: 12,655 shares; 2025Q2: 21,449 shares; 2025Q3: 29,086 shares; 2025Q4: 31,805 shares; 2026Q1: 26,283 shares 26,283 $962K 0.04% -5,522 Timeline ASUR ASURE SOFTWARE INC More: the full row for ASURE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,580 shares; 2024Q4: 92,230 shares; 2025Q1: 100,590 shares; 2025Q2: 109,395 shares; 2025Q3: 107,510 shares; 2025Q4: 107,510 shares; 2026Q1: 111,760 shares 111,760 $961K 0.04% +4,250 Timeline ICUI ICU MED INC More: the full row for ICU MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,213 shares; 2024Q4: 5,297 shares; 2025Q1: 5,342 shares; 2025Q2: 8,538 shares; 2025Q3: 8,515 shares; 2025Q4: 9,330 shares; 2026Q1: 7,377 shares 7,377 $953K 0.04% -1,953 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,186 shares; 2025Q1: 1,196 shares; 2025Q2: 1,891 shares; 2025Q3: 2,402 shares; 2025Q4: 2,654 shares; 2026Q1: 2,613 shares 2,613 $951K 0.04% -41 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,435 shares; 2024Q4: 6,593 shares; 2025Q1: 6,657 shares; 2025Q2: 10,677 shares; 2025Q3: 10,653 shares; 2025Q4: 11,663 shares; 2026Q1: 11,477 shares 11,477 $949K 0.04% -186 Timeline PHO 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: 15,060 shares; 2024Q4: 14,789 shares; 2025Q1: 14,789 shares; 2025Q2: 13,942 shares; 2025Q3: 13,942 shares; 2025Q4: 13,942 shares; 2026Q1: 13,942 shares 13,942 $932K 0.04% 0 Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 8,663 shares; 2025Q4: 19,146 shares; 2026Q1: 18,857 shares 18,857 $924K 0.04% -289 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,542 shares; 2025Q1: 2,542 shares; 2025Q2: 2,542 shares; 2025Q3: 2,542 shares; 2025Q4: 2,542 shares; 2026Q1: 2,806 shares 2,806 $922K 0.04% +264 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: 50,745 shares; 2024Q4: 50,125 shares; 2025Q1: 47,441 shares; 2025Q2: 29,111 shares; 2025Q3: 29,111 shares; 2025Q4: 27,557 shares; 2026Q1: 32,738 shares 32,738 $919K 0.04% +5,181 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,817 shares; 2024Q4: 16,325 shares; 2025Q1: 16,325 shares; 2025Q2: 16,325 shares; 2025Q3: 16,325 shares; 2025Q4: 16,447 shares; 2026Q1: 16,310 shares 16,310 $883K 0.04% -137 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: 291 shares; 2024Q4: 299 shares; 2025Q1: 549 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 294 shares; 2026Q1: 257 shares 257 $868K 0.04% -37 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,006 shares; 2025Q1: 8,006 shares; 2025Q2: 8,006 shares; 2025Q3: 6,227 shares; 2025Q4: 6,227 shares; 2026Q1: 5,909 shares 5,909 $866K 0.04% -318 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: 12,780 shares; 2024Q4: 10,334 shares; 2025Q1: 10,334 shares; 2025Q2: 10,334 shares; 2025Q3: 11,047 shares; 2025Q4: 11,447 shares; 2026Q1: 11,965 shares 11,965 $866K 0.04% +518 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,932 shares; 2026Q1: 5,707 shares 5,707 $842K 0.04% +3,775 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,167 shares; 2024Q4: 16,317 shares; 2025Q1: 16,403 shares; 2025Q2: 16,898 shares; 2025Q3: 25,756 shares; 2025Q4: 28,332 shares; 2026Q1: 27,886 shares 27,886 $840K 0.04% -446 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,912 shares 12,912 $810K 0.04% new Timeline GRID 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: 4,939 shares; 2024Q4: 4,939 shares; 2025Q1: 4,939 shares; 2025Q2: 4,939 shares; 2025Q3: 4,939 shares; 2025Q4: 4,939 shares; 2026Q1: 4,939 shares 4,939 $808K 0.04% 0 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,494 shares; 2024Q4: 4,569 shares; 2025Q1: 4,617 shares; 2025Q2: 7,390 shares; 2025Q3: 5,828 shares; 2025Q4: 7,764 shares; 2026Q1: 7,642 shares 7,642 $798K 0.04% -122 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,366 shares; 2024Q4: 9,066 shares; 2025Q1: 9,203 shares; 2025Q2: 9,073 shares; 2025Q3: 8,684 shares; 2025Q4: 8,492 shares; 2026Q1: 8,259 shares 8,259 $797K 0.04% -233 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: not reported; 2024Q4: 1,547 shares; 2025Q1: 1,957 shares; 2025Q2: 1,547 shares; 2025Q3: 1,706 shares; 2025Q4: 3,292 shares; 2026Q1: 4,188 shares 4,188 $794K 0.04% +896 Timeline BBSI BARRETT BUSINESS SVCS INC More: the full row for BARRETT BUSINESS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,040 shares; 2024Q4: 35,335 shares; 2025Q1: 25,595 shares; 2025Q2: 25,595 shares; 2025Q3: 23,665 shares; 2025Q4: 23,865 shares; 2026Q1: 27,085 shares 27,085 $790K 0.04% +3,220 Timeline MATW MATTHEWS INTL CORP More: the full row for MATTHEWS INTL 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: 8,975 shares; 2025Q4: 29,045 shares; 2026Q1: 30,435 shares 30,435 $786K 0.04% +1,390 Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439,875 shares; 2024Q4: 39,245 shares; 2025Q1: 34,968 shares; 2025Q2: 53,150 shares; 2025Q3: 53,065 shares; 2025Q4: 57,867 shares; 2026Q1: 54,780 shares 54,780 $783K 0.04% -3,087 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: 36,038 shares; 2024Q4: 14,900 shares; 2025Q1: 12,942 shares; 2025Q2: 2,569 shares; 2025Q3: 2,598 shares; 2025Q4: 2,162 shares; 2026Q1: 2,162 shares 2,162 $776K 0.04% 0 Timeline XLB 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: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 14,400 shares; 2026Q1: 15,424 shares 15,424 $771K 0.04% +1,024 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 3,409 shares; 2025Q1: 3,442 shares; 2025Q2: 6,320 shares; 2025Q3: 6,308 shares; 2025Q4: 6,935 shares; 2026Q1: 5,747 shares 5,747 $765K 0.04% -1,188 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,536 shares; 2025Q1: 1,493 shares; 2025Q2: 1,484 shares; 2025Q3: 1,622 shares; 2025Q4: 1,491 shares; 2026Q1: 2,115 shares 2,115 $756K 0.03% +624 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,243 shares; 2024Q4: 11,900 shares; 2025Q1: 11,900 shares; 2025Q2: 11,900 shares; 2025Q3: 11,900 shares; 2025Q4: 11,900 shares; 2026Q1: 11,995 shares 11,995 $753K 0.03% +95 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: 5,404 shares; 2024Q4: 5,415 shares; 2025Q1: 5,316 shares; 2025Q2: 5,334 shares; 2025Q3: 5,117 shares; 2025Q4: 4,136 shares; 2026Q1: 3,874 shares 3,874 $752K 0.03% -262 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,732 shares; 2025Q1: 2,732 shares; 2025Q2: 2,262 shares; 2025Q3: 2,053 shares; 2025Q4: 2,053 shares; 2026Q1: 2,053 shares 2,053 $737K 0.03% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,893 shares; 2025Q1: 8,893 shares; 2025Q2: 15,169 shares; 2025Q3: 15,121 shares; 2025Q4: 14,922 shares; 2026Q1: 14,922 shares 14,922 $737K 0.03% 0 Timeline IIIV I3 VERTICALS INC More: the full row for I3 VERTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,386 shares; 2025Q1: 32,386 shares; 2025Q2: 32,386 shares; 2025Q3: 32,386 shares; 2025Q4: 32,386 shares; 2026Q1: 32,386 shares 32,386 $724K 0.03% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,429 shares; 2026Q1: 3,072 shares 3,072 $719K 0.03% +1,643 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,465 shares; 2024Q4: 12,885 shares; 2025Q1: 10,995 shares; 2025Q2: 13,355 shares; 2025Q3: 12,865 shares; 2025Q4: 12,865 shares; 2026Q1: 9,420 shares 9,420 $715K 0.03% -3,445 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,843 shares; 2024Q4: 34,435 shares; 2025Q1: 34,762 shares; 2025Q2: 61,297 shares; 2025Q3: 61,172 shares; 2025Q4: 67,080 shares; 2026Q1: 53,314 shares 53,314 $713K 0.03% -13,766 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,505 shares; 2024Q4: 11,695 shares; 2025Q1: 8,482 shares; 2025Q2: 13,258 shares; 2025Q3: 9,452 shares; 2025Q4: 10,719 shares; 2026Q1: 10,901 shares 10,901 $711K 0.03% +182 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,079 shares; 2024Q4: 27,079 shares; 2025Q1: 26,417 shares; 2025Q2: 26,417 shares; 2025Q3: 26,417 shares; 2025Q4: 26,417 shares; 2026Q1: 26,417 shares 26,417 $698K 0.03% 0 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,237 shares; 2025Q1: 7,000 shares; 2025Q2: 6,717 shares; 2025Q3: 6,715 shares; 2025Q4: 9,690 shares; 2026Q1: 10,303 shares 10,303 $690K 0.03% +613 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: 42,404 shares; 2025Q1: 41,975 shares; 2025Q2: 5,663 shares; 2025Q3: 5,663 shares; 2025Q4: 5,597 shares; 2026Q1: 5,621 shares 5,621 $690K 0.03% +24 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: 7,953 shares; 2024Q4: 8,089 shares; 2025Q1: 8,106 shares; 2025Q2: 12,828 shares; 2025Q3: 12,781 shares; 2025Q4: 13,993 shares; 2026Q1: 11,380 shares 11,380 $687K 0.03% -2,613 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,600 shares; 2025Q1: 1,618 shares; 2025Q2: 3,032 shares; 2025Q3: 3,026 shares; 2025Q4: 3,322 shares; 2026Q1: 3,271 shares 3,271 $684K 0.03% -51 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,096 shares; 2024Q4: 7,096 shares; 2025Q1: 6,385 shares; 2025Q2: 3,676 shares; 2025Q3: 3,551 shares; 2025Q4: 3,751 shares; 2026Q1: 4,706 shares 4,706 $683K 0.03% +955 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,334 shares; 2025Q1: 2,334 shares; 2025Q2: 2,323 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,984 shares 7,984 $680K 0.03% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,503 shares; 2024Q4: 26,085 shares; 2025Q1: 22,743 shares; 2025Q2: 4,458 shares; 2025Q3: 4,423 shares; 2025Q4: 4,423 shares; 2026Q1: 4,460 shares 4,460 $680K 0.03% +37 Timeline AIOT POWERFLEET INC More: the full row for POWERFLEET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,992 shares; 2024Q4: 243,072 shares; 2025Q1: 203,842 shares; 2025Q2: 203,842 shares; 2025Q3: 220,152 shares; 2025Q4: 220,152 shares; 2026Q1: 220,152 shares 220,152 $678K 0.03% 0 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: 3,635 shares; 2024Q4: 3,635 shares; 2025Q1: 2,812 shares; 2025Q2: 2,888 shares; 2025Q3: 2,888 shares; 2025Q4: 2,365 shares; 2026Q1: 3,188 shares 3,188 $674K 0.03% +823 Timeline MPAA MOTORCAR PTS AMER INC More: the full row for MOTORCAR PTS AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,965 shares; 2024Q4: 62,185 shares; 2025Q1: 62,185 shares; 2025Q2: 60,665 shares; 2025Q3: 54,000 shares; 2025Q4: 54,000 shares; 2026Q1: 58,492 shares 58,492 $647K 0.03% +4,492 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: 5,145 shares; 2024Q4: 3,123 shares; 2025Q1: 3,123 shares; 2025Q2: 2,870 shares; 2025Q3: 2,595 shares; 2025Q4: 2,595 shares; 2026Q1: 2,637 shares 2,637 $644K 0.03% +42 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,534 shares; 2024Q4: 12,786 shares; 2025Q1: 5,227 shares; 2025Q2: 5,217 shares; 2025Q3: 5,123 shares; 2025Q4: 5,021 shares; 2026Q1: 4,815 shares 4,815 $631K 0.03% -206 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 1,843 shares; 2025Q1: 1,654 shares; 2025Q2: 1,644 shares; 2025Q3: 1,546 shares; 2025Q4: 6,204 shares; 2026Q1: 6,516 shares 6,516 $627K 0.03% +312 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 28,510 shares; 2025Q1: 28,510 shares; 2025Q2: 23,447 shares; 2025Q3: 23,447 shares; 2025Q4: 13,681 shares; 2026Q1: 13,681 shares 13,681 $620K 0.03% 0 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: 19,682 shares; 2024Q4: 23,924 shares; 2025Q1: 25,867 shares; 2025Q2: 27,586 shares; 2025Q3: 7,846 shares; 2025Q4: 7,846 shares; 2026Q1: 7,734 shares 7,734 $616K 0.03% -112 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: 3,602 shares; 2024Q4: 2,488 shares; 2025Q1: 2,510 shares; 2025Q2: 3,969 shares; 2025Q3: 4,005 shares; 2025Q4: 4,389 shares; 2026Q1: 4,319 shares 4,319 $615K 0.03% -70 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,966 shares; 2024Q4: 2,966 shares; 2025Q1: 3,037 shares; 2025Q2: 3,037 shares; 2025Q3: 2,279 shares; 2025Q4: 2,279 shares; 2026Q1: 1,998 shares 1,998 $608K 0.03% -281 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,920 shares; 2024Q4: 14,085 shares; 2025Q1: 8,600 shares; 2025Q2: 10,890 shares; 2025Q3: 10,365 shares; 2025Q4: 10,365 shares; 2026Q1: 14,710 shares 14,710 $607K 0.03% +4,345 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: 1,760 shares; 2024Q4: 2,061 shares; 2025Q1: 6,452 shares; 2025Q2: 7,943 shares; 2025Q3: 8,011 shares; 2025Q4: 7,849 shares; 2026Q1: 2,059 shares 2,059 $603K 0.03% -5,790 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: 16,811 shares; 2024Q4: 13,796 shares; 2025Q1: 1,891 shares; 2025Q2: 1,461 shares; 2025Q3: 1,656 shares; 2025Q4: 1,655 shares; 2026Q1: 1,742 shares 1,742 $598K 0.03% +87 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: 8,379 shares; 2024Q4: 6,879 shares; 2025Q1: 6,767 shares; 2025Q2: 6,767 shares; 2025Q3: 8,901 shares; 2025Q4: 13,497 shares; 2026Q1: 9,012 shares 9,012 $595K 0.03% -4,485 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: 920 shares; 2024Q4: 925 shares; 2025Q1: 795 shares; 2025Q2: 803 shares; 2025Q3: 913 shares; 2025Q4: 1,032 shares; 2026Q1: 1,093 shares 1,093 $588K 0.03% +61 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,030 shares; 2025Q1: 5,159 shares; 2025Q2: 5,317 shares; 2025Q3: 8,265 shares; 2025Q4: 8,151 shares; 2026Q1: 7,953 shares 7,953 $586K 0.03% -198 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,425 shares; 2025Q1: 5,425 shares; 2025Q2: 7,565 shares; 2025Q3: 7,204 shares; 2025Q4: 5,177 shares; 2026Q1: 5,177 shares 5,177 $586K 0.03% 0 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,288 shares; 2024Q4: 3,345 shares; 2025Q1: 3,373 shares; 2025Q2: 5,970 shares; 2025Q3: 5,958 shares; 2025Q4: 6,521 shares; 2026Q1: 6,419 shares 6,419 $583K 0.03% -102 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: not reported; 2024Q4: 8,588 shares; 2025Q1: 8,588 shares; 2025Q2: 4,896 shares; 2025Q3: 4,896 shares; 2025Q4: 4,896 shares; 2026Q1: 4,896 shares 4,896 $580K 0.03% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,439 shares; 2024Q4: 17,439 shares; 2025Q1: 17,439 shares; 2025Q2: 17,439 shares; 2025Q3: 17,439 shares; 2025Q4: 17,439 shares; 2026Q1: 17,439 shares 17,439 $579K 0.03% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,551 shares; 2024Q4: 5,551 shares; 2025Q1: 8,051 shares; 2025Q2: 8,051 shares; 2025Q3: 23,762 shares; 2025Q4: not reported; 2026Q1: 9,763 shares 9,763 $576K 0.03% new Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,395 shares; 2025Q2: 10,395 shares; 2025Q3: 13,340 shares; 2025Q4: 13,340 shares; 2026Q1: 8,599 shares 8,599 $574K 0.03% -4,741 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE 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: 8,464 shares; 2026Q1: 13,904 shares 13,904 $570K 0.03% +5,440 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: 8,643 shares; 2024Q4: 8,542 shares; 2025Q1: 8,450 shares; 2025Q2: 8,188 shares; 2025Q3: 7,553 shares; 2025Q4: 6,745 shares; 2026Q1: 2,846 shares 2,846 $564K 0.03% -3,899 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,932 shares; 2024Q4: 4,932 shares; 2025Q1: 6,262 shares; 2025Q2: 3,318 shares; 2025Q3: 4,028 shares; 2025Q4: 3,975 shares; 2026Q1: 5,709 shares 5,709 $562K 0.03% +1,734 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,600 shares 2,600 $562K 0.03% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,708 shares; 2025Q1: 8,558 shares; 2025Q2: 14,458 shares; 2025Q3: 16,458 shares; 2025Q4: 16,226 shares; 2026Q1: 21,216 shares 21,216 $559K 0.03% +4,990 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,752 shares; 2024Q4: 19,752 shares; 2025Q1: 19,752 shares; 2025Q2: 19,752 shares; 2025Q3: 19,752 shares; 2025Q4: 6,552 shares; 2026Q1: 8,197 shares 8,197 $559K 0.03% +1,645 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,591 shares; 2026Q1: 6,528 shares 6,528 $555K 0.03% +1,937 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,618 shares 1,618 $554K 0.03% new 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: 3,476 shares 3,476 $549K 0.03% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 3,022 shares; 2025Q1: 3,022 shares; 2025Q2: 3,022 shares; 2025Q3: 3,022 shares; 2025Q4: 3,348 shares; 2026Q1: 3,354 shares 3,354 $542K 0.03% +6 Timeline ITRI ITRON INC More: the full row for ITRON 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: 4,007 shares; 2026Q1: 6,037 shares 6,037 $541K 0.02% +2,030 Timeline TROX TRONOX HOLDINGS PLC More: the full row for TRONOX HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,515 shares; 2024Q4: 46,790 shares; 2025Q1: 57,965 shares; 2025Q2: 57,965 shares; 2025Q3: 55,245 shares; 2025Q4: 55,245 shares; 2026Q1: 55,245 shares 55,245 $540K 0.02% 0 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,173 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,050 shares 4,050 $539K 0.02% new 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: not reported; 2024Q4: 4,966 shares; 2025Q1: 5,454 shares; 2025Q2: 5,326 shares; 2025Q3: 5,532 shares; 2025Q4: 5,532 shares; 2026Q1: 5,532 shares 5,532 $538K 0.02% 0 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,587 shares 6,587 $538K 0.02% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,437 shares; 2024Q4: 5,237 shares; 2025Q1: 5,229 shares; 2025Q2: 5,506 shares; 2025Q3: 3,092 shares; 2025Q4: 2,798 shares; 2026Q1: 2,190 shares 2,190 $532K 0.02% -608 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,146 shares; 2024Q4: 37,514 shares; 2025Q1: 32,327 shares; 2025Q2: 36,635 shares; 2025Q3: 35,925 shares; 2025Q4: 4,253 shares; 2026Q1: 3,888 shares 3,888 $527K 0.02% -365 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,725 shares; 2024Q4: 5,295 shares; 2025Q1: 5,811 shares; 2025Q2: 5,716 shares; 2025Q3: 4,291 shares; 2025Q4: 4,291 shares; 2026Q1: 6,435 shares 6,435 $519K 0.02% +2,144 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: not reported; 2024Q4: not reported; 2025Q1: 8,004 shares; 2025Q2: 7,746 shares; 2025Q3: 7,993 shares; 2025Q4: 5,667 shares; 2026Q1: 5,667 shares 5,667 $513K 0.02% 0 Timeline YALL TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,608 shares; 2024Q4: 11,090 shares; 2025Q1: 11,090 shares; 2025Q2: 11,090 shares; 2025Q3: 11,090 shares; 2025Q4: 12,196 shares; 2026Q1: 12,196 shares 12,196 $511K 0.02% 0 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: 25,703 shares; 2024Q4: 20,403 shares; 2025Q1: 17,903 shares; 2025Q2: 17,733 shares; 2025Q3: 17,733 shares; 2025Q4: 17,047 shares; 2026Q1: 17,503 shares 17,503 $507K 0.02% +456 Timeline HDV 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: 3,738 shares; 2025Q1: 3,738 shares; 2025Q2: 3,738 shares; 2025Q3: 3,738 shares; 2025Q4: 3,738 shares; 2026Q1: 3,738 shares 3,738 $507K 0.02% 0 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,219 shares 10,219 $507K 0.02% new Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,355 shares; 2024Q4: 13,355 shares; 2025Q1: 14,297 shares; 2025Q2: 14,775 shares; 2025Q3: 14,775 shares; 2025Q4: 12,668 shares; 2026Q1: 17,220 shares 17,220 $502K 0.02% +4,552 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,812 shares; 2024Q4: 9,787 shares; 2025Q1: 6,318 shares; 2025Q2: 6,040 shares; 2025Q3: 6,340 shares; 2025Q4: 5,846 shares; 2026Q1: 5,993 shares 5,993 $502K 0.02% +147 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: 119 shares; 2024Q4: 119 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 119 shares 119 $501K 0.02% -1 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,483 shares; 2024Q4: 20,483 shares; 2025Q1: 20,483 shares; 2025Q2: 20,483 shares; 2025Q3: 21,983 shares; 2025Q4: 21,983 shares; 2026Q1: 21,983 shares 21,983 $500K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,226 shares; 2025Q1: 3,226 shares; 2025Q2: 3,226 shares; 2025Q3: 3,292 shares; 2025Q4: 3,177 shares; 2026Q1: 3,395 shares 3,395 $497K 0.02% +218 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,100 shares 3,100 $492K 0.02% new Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES 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: 14,722 shares 14,722 $487K 0.02% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,970 shares; 2024Q4: 82,631 shares; 2025Q1: 67,127 shares; 2025Q2: 49,085 shares; 2025Q3: 48,103 shares; 2025Q4: 47,310 shares; 2026Q1: 13,132 shares 13,132 $483K 0.02% -34,178 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,441 shares 1,441 $476K 0.02% new Timeline III INFORMATION SVCS GROUP INC More: the full row for INFORMATION SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,472 shares; 2024Q4: 159,302 shares; 2025Q1: 169,587 shares; 2025Q2: 138,562 shares; 2025Q3: 132,277 shares; 2025Q4: 113,042 shares; 2026Q1: 122,397 shares 122,397 $470K 0.02% +9,355 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,232 shares; 2025Q4: 1,220 shares; 2026Q1: 1,391 shares 1,391 $470K 0.02% +171 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 17,431 shares; 2025Q3: 17,510 shares; 2025Q4: 26,886 shares; 2026Q1: 32,856 shares 32,856 $468K 0.02% +5,970 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,657 shares 3,657 $468K 0.02% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 923 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 785 shares; 2025Q4: 1,277 shares; 2026Q1: 771 shares 771 $466K 0.02% -506 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER 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: 6,510 shares 6,510 $463K 0.02% new Timeline DLN 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: 5,149 shares; 2025Q1: 5,149 shares; 2025Q2: 5,149 shares; 2025Q3: 5,149 shares; 2025Q4: 5,149 shares; 2026Q1: 5,149 shares 5,149 $460K 0.02% 0 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,148 shares; 2025Q4: 3,474 shares; 2026Q1: 3,420 shares 3,420 $456K 0.02% -54 Timeline ACNB ACNB CORP More: the full row for ACNB 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: 8,280 shares; 2025Q3: 9,030 shares; 2025Q4: 9,260 shares; 2026Q1: 9,470 shares 9,470 $453K 0.02% +210 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: not reported; 2024Q4: not reported; 2025Q1: 1,645 shares; 2025Q2: 1,645 shares; 2025Q3: 1,645 shares; 2025Q4: 1,567 shares; 2026Q1: 1,567 shares 1,567 $450K 0.02% 0 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: not reported; 2024Q4: 3,928 shares; 2025Q1: 3,928 shares; 2025Q2: 3,078 shares; 2025Q3: 3,078 shares; 2025Q4: 3,078 shares; 2026Q1: 3,078 shares 3,078 $449K 0.02% 0 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,525 shares; 2024Q4: 14,700 shares; 2025Q1: 11,285 shares; 2025Q2: 12,790 shares; 2025Q3: 12,345 shares; 2025Q4: 11,225 shares; 2026Q1: 11,475 shares 11,475 $448K 0.02% +250 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: 783 shares; 2024Q4: 783 shares; 2025Q1: 767 shares; 2025Q2: 767 shares; 2025Q3: 788 shares; 2025Q4: 788 shares; 2026Q1: 788 shares 788 $444K 0.02% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,822 shares; 2024Q4: 6,743 shares; 2025Q1: 6,113 shares; 2025Q2: 6,196 shares; 2025Q3: 7,886 shares; 2025Q4: 7,011 shares; 2026Q1: 6,773 shares 6,773 $442K 0.02% -238 Timeline KBR KBR INC More: the full row for KBR 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: 11,926 shares 11,926 $440K 0.02% new 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: 2,271 shares; 2024Q4: 2,070 shares; 2025Q1: 1,959 shares; 2025Q2: 1,285 shares; 2025Q3: 1,287 shares; 2025Q4: 1,287 shares; 2026Q1: 1,285 shares 1,285 $439K 0.02% -2 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 2,702 shares; 2025Q1: 2,586 shares; 2025Q2: 2,326 shares; 2025Q3: 2,326 shares; 2025Q4: 2,326 shares; 2026Q1: 2,365 shares 2,365 $437K 0.02% +39 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $435K 0.02% 0 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: 2,637 shares; 2024Q4: 2,607 shares; 2025Q1: 2,320 shares; 2025Q2: 2,206 shares; 2025Q3: 2,206 shares; 2025Q4: 2,492 shares; 2026Q1: 2,636 shares 2,636 $434K 0.02% +144 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: 9,815 shares; 2024Q4: 10,028 shares; 2025Q1: 10,028 shares; 2025Q2: 6,980 shares; 2025Q3: 6,980 shares; 2025Q4: 6,980 shares; 2026Q1: 5,926 shares 5,926 $431K 0.02% -1,054 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 556 shares 556 $430K 0.02% +31 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: 13,499 shares; 2024Q4: 11,162 shares; 2025Q1: 13,573 shares; 2025Q2: 14,024 shares; 2025Q3: 14,024 shares; 2025Q4: 14,094 shares; 2026Q1: 11,498 shares 11,498 $428K 0.02% -2,596 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,672 shares; 2025Q4: 16,002 shares; 2026Q1: 15,803 shares 15,803 $424K 0.02% -199 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: 5,050 shares; 2024Q4: 5,120 shares; 2025Q1: 6,029 shares; 2025Q2: 5,460 shares; 2025Q3: 4,155 shares; 2025Q4: 3,549 shares; 2026Q1: 3,355 shares 3,355 $424K 0.02% -194 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,030 shares; 2025Q3: 6,820 shares; 2025Q4: 6,820 shares; 2026Q1: 6,980 shares 6,980 $421K 0.02% +160 Timeline RDVY 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: 6,120 shares; 2024Q4: 6,120 shares; 2025Q1: 6,120 shares; 2025Q2: 6,120 shares; 2025Q3: 6,120 shares; 2025Q4: 6,120 shares; 2026Q1: 6,120 shares 6,120 $418K 0.02% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,124 shares; 2025Q1: 3,124 shares; 2025Q2: 3,376 shares; 2025Q3: 2,941 shares; 2025Q4: 2,941 shares; 2026Q1: 2,984 shares 2,984 $416K 0.02% +43 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,335 shares; 2025Q3: 4,425 shares; 2025Q4: 4,823 shares; 2026Q1: 7,824 shares 7,824 $416K 0.02% +3,001 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,138 shares; 2025Q1: 4,159 shares; 2025Q2: 4,159 shares; 2025Q3: 4,138 shares; 2025Q4: 4,138 shares; 2026Q1: 4,138 shares 4,138 $416K 0.02% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,757 shares; 2024Q4: 2,313 shares; 2025Q1: 2,893 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 860 shares 860 $413K 0.02% 0 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: 2,942 shares; 2024Q4: 2,975 shares; 2025Q1: 2,388 shares; 2025Q2: 2,435 shares; 2025Q3: 2,435 shares; 2025Q4: 2,435 shares; 2026Q1: 2,506 shares 2,506 $411K 0.02% +71 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 2,062 shares; 2025Q1: 1,991 shares; 2025Q2: 1,933 shares; 2025Q3: 1,933 shares; 2025Q4: 1,933 shares; 2026Q1: 1,959 shares 1,959 $408K 0.02% +26 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,774 shares; 2024Q4: 4,774 shares; 2025Q1: 4,774 shares; 2025Q2: 4,774 shares; 2025Q3: 4,774 shares; 2025Q4: 4,360 shares; 2026Q1: 4,360 shares 4,360 $403K 0.02% 0 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,948 shares; 2024Q4: 7,079 shares; 2025Q1: 8,146 shares; 2025Q2: 9,725 shares; 2025Q3: 9,725 shares; 2025Q4: 7,779 shares; 2026Q1: 8,934 shares 8,934 $399K 0.02% +1,155 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,456 shares 4,456 $398K 0.02% new Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,009 shares; 2024Q4: 6,009 shares; 2025Q1: 5,390 shares; 2025Q2: 5,567 shares; 2025Q3: 6,397 shares; 2025Q4: 7,243 shares; 2026Q1: 6,344 shares 6,344 $381K 0.02% -899 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,984 shares 4,984 $381K 0.02% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 653 shares; 2025Q1: not reported; 2025Q2: 646 shares; 2025Q3: 646 shares; 2025Q4: 646 shares; 2026Q1: 689 shares 689 $378K 0.02% +43 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: 3,375 shares; 2024Q4: 3,519 shares; 2025Q1: 3,776 shares; 2025Q2: 3,827 shares; 2025Q3: 5,509 shares; 2025Q4: 5,310 shares; 2026Q1: 5,252 shares 5,252 $378K 0.02% -58 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: 3,472 shares; 2024Q4: 3,142 shares; 2025Q1: 3,074 shares; 2025Q2: 3,074 shares; 2025Q3: 3,074 shares; 2025Q4: 3,074 shares; 2026Q1: 3,247 shares 3,247 $373K 0.02% +173 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: 18,014 shares; 2024Q4: 15,805 shares; 2025Q1: 15,886 shares; 2025Q2: 14,490 shares; 2025Q3: 18,154 shares; 2025Q4: 11,930 shares; 2026Q1: 12,992 shares 12,992 $373K 0.02% +1,062 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,638 shares; 2024Q4: 6,638 shares; 2025Q1: 5,951 shares; 2025Q2: 6,140 shares; 2025Q3: 7,520 shares; 2025Q4: 12,089 shares; 2026Q1: 11,013 shares 11,013 $368K 0.02% -1,076 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250 $365K 0.02% new Timeline LAKE LAKELAND INDS INC More: the full row for LAKELAND INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,665 shares; 2024Q4: 24,830 shares; 2025Q1: 21,670 shares; 2025Q2: 28,615 shares; 2025Q3: 27,170 shares; 2025Q4: 29,990 shares; 2026Q1: 44,530 shares 44,530 $365K 0.02% +14,540 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: 3,784 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,317 shares; 2025Q4: 3,167 shares; 2026Q1: 3,349 shares 3,349 $363K 0.02% +182 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,375 shares; 2025Q2: 1,734 shares; 2025Q3: 1,737 shares; 2025Q4: 1,758 shares; 2026Q1: 1,802 shares 1,802 $356K 0.02% +44 Timeline FDL 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: 7,005 shares; 2024Q4: 7,005 shares; 2025Q1: 7,005 shares; 2025Q2: 7,005 shares; 2025Q3: 7,005 shares; 2025Q4: 7,005 shares; 2026Q1: 7,005 shares 7,005 $356K 0.02% 0 Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,600 shares 3,600 $351K 0.02% new Timeline ASLE AERSALE CORPORATION More: the full row for AERSALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,345 shares; 2024Q4: 63,085 shares; 2025Q1: 56,420 shares; 2025Q2: 56,420 shares; 2025Q3: 56,420 shares; 2025Q4: 56,420 shares; 2026Q1: 56,420 shares 56,420 $351K 0.02% 0 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,830 shares; 2025Q3: 17,215 shares; 2025Q4: 16,969 shares; 2026Q1: 16,532 shares 16,532 $350K 0.02% -437 Timeline IJJ 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: 3,605 shares; 2024Q4: 3,486 shares; 2025Q1: 3,501 shares; 2025Q2: 2,632 shares; 2025Q3: 2,632 shares; 2025Q4: 2,632 shares; 2026Q1: 2,632 shares 2,632 $349K 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 1,307 shares; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares; 2025Q4: 1,307 shares; 2026Q1: 1,307 shares 1,307 $349K 0.02% 0 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,395 shares; 2024Q4: 6,395 shares; 2025Q1: 5,737 shares; 2025Q2: 5,930 shares; 2025Q3: 5,930 shares; 2025Q4: 5,848 shares; 2026Q1: 5,686 shares 5,686 $345K 0.02% -162 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,376 shares; 2025Q4: 2,680 shares; 2026Q1: 2,680 shares 2,680 $336K 0.02% 0 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: not reported; 2024Q4: 8,459 shares; 2025Q1: 5,449 shares; 2025Q2: 5,182 shares; 2025Q3: 5,182 shares; 2025Q4: 5,182 shares; 2026Q1: 5,182 shares 5,182 $332K 0.02% 0 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: not reported; 2025Q2: 3,165 shares; 2025Q3: 4,418 shares; 2025Q4: 4,418 shares; 2026Q1: 4,418 shares 4,418 $332K 0.02% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,772 shares; 2025Q2: 60,772 shares; 2025Q3: 60,772 shares; 2025Q4: 60,772 shares; 2026Q1: 60,772 shares 60,772 $331K 0.02% 0 Timeline HTB HOMETRUST BANCSHARES INC More: the full row for HOMETRUST BANCSHARES 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: 7,485 shares; 2026Q1: 7,720 shares 7,720 $329K 0.02% +235 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: 4,832 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 5,380 shares; 2025Q4: 5,380 shares; 2026Q1: 5,824 shares 5,824 $328K 0.02% +444 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 1,362 shares; 2025Q1: 1,406 shares; 2025Q2: 3,144 shares; 2025Q3: 3,154 shares; 2025Q4: 3,047 shares; 2026Q1: 188 shares 188 $325K 0.02% -2,859 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: 3,716 shares; 2024Q4: 3,716 shares; 2025Q1: 4,618 shares; 2025Q2: 4,517 shares; 2025Q3: 4,517 shares; 2025Q4: 4,517 shares; 2026Q1: 4,517 shares 4,517 $324K 0.01% 0 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: 4,567 shares; 2024Q4: 4,023 shares; 2025Q1: 4,023 shares; 2025Q2: 3,979 shares; 2025Q3: 3,929 shares; 2025Q4: 3,796 shares; 2026Q1: 3,663 shares 3,663 $324K 0.01% -133 Timeline DJCO DAILY JOURNAL CORP More: the full row for DAILY JOURNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 666 shares; 2026Q1: 666 shares 666 $321K 0.01% 0 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,115 shares 5,115 $316K 0.01% new 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: 2,225 shares; 2024Q4: 2,225 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $315K 0.01% 0 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,270 shares 5,270 $314K 0.01% new 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: 4,103 shares; 2025Q1: 4,574 shares; 2025Q2: 3,449 shares; 2025Q3: not reported; 2025Q4: 1,463 shares; 2026Q1: 1,463 shares 1,463 $313K 0.01% 0 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,757 shares; 2024Q4: 6,757 shares; 2025Q1: 6,757 shares; 2025Q2: 6,757 shares; 2025Q3: 10,261 shares; 2025Q4: 10,261 shares; 2026Q1: 5,977 shares 5,977 $310K 0.01% -4,284 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,861 shares 9,861 $310K 0.01% new Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,362 shares 3,362 $310K 0.01% new Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,889 shares; 2024Q4: 9,889 shares; 2025Q1: 8,860 shares; 2025Q2: 9,155 shares; 2025Q3: 9,155 shares; 2025Q4: 9,022 shares; 2026Q1: 10,944 shares 10,944 $309K 0.01% +1,922 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares; 2025Q4: 1,169 shares; 2026Q1: 1,169 shares 1,169 $304K 0.01% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,827 shares 1,827 $303K 0.01% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,178 shares; 2024Q4: 98,706 shares; 2025Q1: 88,061 shares; 2025Q2: 6,482 shares; 2025Q3: 6,482 shares; 2025Q4: 6,397 shares; 2026Q1: 6,235 shares 6,235 $302K 0.01% -162 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares 157 $301K 0.01% 0 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: 5,021 shares; 2024Q4: 2,704 shares; 2025Q1: 2,609 shares; 2025Q2: 2,609 shares; 2025Q3: 2,784 shares; 2025Q4: 2,895 shares; 2026Q1: 3,281 shares 3,281 $297K 0.01% +386 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: 2,569 shares; 2025Q1: 2,569 shares; 2025Q2: 2,569 shares; 2025Q3: not reported; 2025Q4: 2,569 shares; 2026Q1: 2,569 shares 2,569 $295K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,132 shares 2,132 $295K 0.01% new Timeline CYH COMMUNITY HEALTH SYS INC NEW More: the full row for COMMUNITY HEALTH SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $294K 0.01% 0 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG 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: 11,526 shares; 2025Q4: 8,501 shares; 2026Q1: 10,634 shares 10,634 $292K 0.01% +2,133 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR 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: 2,841 shares; 2025Q4: 3,804 shares; 2026Q1: 2,442 shares 2,442 $288K 0.01% -1,362 Timeline SMMU 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: not reported; 2024Q4: 5,444 shares; 2025Q1: 5,539 shares; 2025Q2: 5,613 shares; 2025Q3: 5,607 shares; 2025Q4: 5,678 shares; 2026Q1: 5,651 shares 5,651 $285K 0.01% -27 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,100 shares; 2026Q1: 7,287 shares 7,287 $284K 0.01% +187 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450 $283K 0.01% 0 Timeline WEX WEX INC More: the full row for WEX 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: 1,982 shares; 2026Q1: 1,845 shares 1,845 $282K 0.01% -137 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,989 shares 2,989 $282K 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 1,335 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,335 shares 1,335 $278K 0.01% +35 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,045 shares; 2024Q4: 22,399 shares; 2025Q1: 4,660 shares; 2025Q2: 4,827 shares; 2025Q3: 4,359 shares; 2025Q4: 2,038 shares; 2026Q1: 1,583 shares 1,583 $273K 0.01% -455 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,163 shares 3,163 $273K 0.01% new Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,872 shares; 2025Q4: 4,241 shares; 2026Q1: 4,177 shares 4,177 $273K 0.01% -64 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,860 shares; 2024Q4: 10,360 shares; 2025Q1: 6,637 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,429 shares 6,429 $268K 0.01% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,829 shares; 2024Q4: 5,329 shares; 2025Q1: 5,116 shares; 2025Q2: 5,116 shares; 2025Q3: 5,116 shares; 2025Q4: 5,116 shares; 2026Q1: 2,757 shares 2,757 $267K 0.01% -2,359 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,328 shares; 2024Q4: 6,328 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,278 shares 5,278 $266K 0.01% new 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: not reported; 2026Q1: 362 shares 362 $263K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,479 shares; 2024Q4: 10,082 shares; 2025Q1: 9,503 shares; 2025Q2: 9,475 shares; 2025Q3: 9,454 shares; 2025Q4: 9,454 shares; 2026Q1: 4,531 shares 4,531 $261K 0.01% -4,923 Timeline IEX IDEX CORP More: the full row for IDEX 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: 1,267 shares; 2025Q3: 1,369 shares; 2025Q4: 1,369 shares; 2026Q1: 1,369 shares 1,369 $259K 0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 3,329 shares; 2025Q1: 3,329 shares; 2025Q2: 3,293 shares; 2025Q3: 3,293 shares; 2025Q4: 3,293 shares; 2026Q1: 3,359 shares 3,359 $256K 0.01% +66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,958 shares 1,958 $254K 0.01% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,824 shares; 2025Q1: 6,324 shares; 2025Q2: 4,809 shares; 2025Q3: 4,809 shares; 2025Q4: 4,809 shares; 2026Q1: 4,809 shares 4,809 $254K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 496 shares; 2026Q1: 562 shares 562 $251K 0.01% +66 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,567 shares 2,567 $250K 0.01% new Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,409 shares 8,409 $247K 0.01% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,887 shares; 2025Q2: not reported; 2025Q3: 2,061 shares; 2025Q4: 2,061 shares; 2026Q1: 2,132 shares 2,132 $247K 0.01% +71 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: 1,978 shares; 2024Q4: 1,978 shares; 2025Q1: 1,978 shares; 2025Q2: 1,978 shares; 2025Q3: 1,978 shares; 2025Q4: 1,978 shares; 2026Q1: 1,978 shares 1,978 $242K 0.01% 0 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: 565 shares; 2024Q4: 565 shares; 2025Q1: not reported; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares 575 $240K 0.01% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 485 shares 485 $240K 0.01% new Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,934 shares; 2025Q1: 6,934 shares; 2025Q2: 6,934 shares; 2025Q3: 6,934 shares; 2025Q4: 6,429 shares; 2026Q1: 6,429 shares 6,429 $232K 0.01% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,044 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,044 shares; 2025Q4: 3,044 shares; 2026Q1: 3,044 shares 3,044 $230K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 3,691 shares; 2025Q1: 1,906 shares; 2025Q2: 1,810 shares; 2025Q3: 1,455 shares; 2025Q4: 1,421 shares; 2026Q1: 956 shares 956 $229K 0.01% -465 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,255 shares; 2024Q4: 7,255 shares; 2025Q1: 7,255 shares; 2025Q2: 7,255 shares; 2025Q3: 7,255 shares; 2025Q4: 7,255 shares; 2026Q1: 7,255 shares 7,255 $228K 0.01% 0 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: 6,632 shares; 2024Q4: 6,632 shares; 2025Q1: 4,903 shares; 2025Q2: 4,903 shares; 2025Q3: 4,903 shares; 2025Q4: not reported; 2026Q1: 4,953 shares 4,953 $227K 0.01% new Timeline KNCT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,629 shares 1,629 $226K 0.01% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,455 shares 3,455 $225K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,885 shares 1,885 $224K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,589 shares 5,589 $222K 0.01% new 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: 212 shares; 2024Q4: 212 shares; 2025Q1: 190 shares; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares; 2025Q4: 2,490 shares; 2026Q1: 2,363 shares 2,363 $218K 0.01% -127 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: 1,329 shares; 2024Q4: 2,658 shares; 2025Q1: 2,658 shares; 2025Q2: 2,576 shares; 2025Q3: 2,576 shares; 2025Q4: 2,576 shares; 2026Q1: 1,356 shares 1,356 $217K 0.01% -1,220 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,188 shares; 2025Q3: 3,188 shares; 2025Q4: 3,188 shares; 2026Q1: 3,188 shares 3,188 $217K 0.01% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,159 shares 2,159 $217K 0.01% new Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,586 shares 3,586 $212K 0.01% new Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,425 shares; 2025Q1: 16,528 shares; 2025Q2: 16,935 shares; 2025Q3: 12,693 shares; 2025Q4: 7,649 shares; 2026Q1: 4,692 shares 4,692 $211K 0.01% -2,957 Timeline COMP COMPASS INC More: the full row for COMPASS 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: 25,590 shares; 2025Q4: 28,170 shares; 2026Q1: 28,170 shares 28,170 $206K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,571 shares 1,571 $206K 0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 985 shares 985 $204K 0.01% new Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,543 shares 4,543 $203K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,964 shares 6,964 $203K 0.01% new Timeline CHE CHEMED CORP NEW More: the full row for CHEMED 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: 987 shares; 2025Q4: 973 shares; 2026Q1: 537 shares 537 $203K 0.01% -436 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,366 shares; 2024Q4: 13,366 shares; 2025Q1: 13,366 shares; 2025Q2: 13,366 shares; 2025Q3: 13,366 shares; 2025Q4: 13,366 shares; 2026Q1: 13,366 shares 13,366 $180K 0.01% 0 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,868 shares; 2024Q4: 14,868 shares; 2025Q1: 14,868 shares; 2025Q2: 14,868 shares; 2025Q3: 14,865 shares; 2025Q4: 11,377 shares; 2026Q1: 11,377 shares 11,377 $177K 0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD 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: 10,693 shares; 2025Q4: 10,693 shares; 2026Q1: 10,693 shares 10,693 $110K 0.01% 0 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL 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: 13,756 shares; 2026Q1: 13,756 shares 13,756 $49.7K <0.01% 0 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $35K <0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,489 shares 11,489 $33.5K <0.01% new Timeline