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: 7,996 shares; 2024Q4: 8,645 shares; 2025Q1: 8,614 shares; 2025Q2: 4,544 shares; 2025Q3: 4,513 shares; 2025Q4: 10,665 shares; 2026Q1: 83,585 shares 83,585 $54.6M 12.38% +72,920 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: 104,346 shares; 2024Q4: 109,879 shares; 2025Q1: 135,858 shares; 2025Q2: 125,006 shares; 2025Q3: 130,352 shares; 2025Q4: 165,604 shares; 2026Q1: 155,610 shares 155,610 $32.9M 7.45% -9,994 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: 325,519 shares; 2024Q4: 331,442 shares; 2025Q1: 345,221 shares; 2025Q2: 265,975 shares; 2025Q3: 256,954 shares; 2025Q4: 262,719 shares; 2026Q1: 281,214 shares 281,214 $31.8M 7.21% +18,495 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 412,517 shares 412,517 $24M 5.44% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,083 shares; 2024Q4: 26,485 shares; 2025Q1: 25,555 shares; 2025Q2: 25,952 shares; 2025Q3: 58,478 shares; 2025Q4: 75,234 shares; 2026Q1: 271,214 shares 271,214 $18.9M 4.29% +195,980 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: 25,606 shares; 2024Q4: 26,605 shares; 2025Q1: 32,265 shares; 2025Q2: 33,999 shares; 2025Q3: 32,036 shares; 2025Q4: 50,485 shares; 2026Q1: 51,875 shares 51,875 $13.2M 2.99% +1,390 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: 82,182 shares; 2024Q4: 80,672 shares; 2025Q1: 45,692 shares; 2025Q2: 53,196 shares; 2025Q3: 63,132 shares; 2025Q4: 73,864 shares; 2026Q1: 74,879 shares 74,879 $13.1M 2.96% +1,015 Timeline IUSB 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: 207,972 shares; 2024Q4: 215,984 shares; 2025Q1: 200,205 shares; 2025Q2: 233,509 shares; 2025Q3: 204,950 shares; 2025Q4: 197,027 shares; 2026Q1: 274,812 shares 274,812 $12.7M 2.88% +77,785 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118,153 shares 118,153 $9.52M 2.16% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,505 shares; 2025Q4: 77,732 shares; 2026Q1: 129,631 shares 129,631 $9.18M 2.08% +51,899 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is 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: 194,292 shares 194,292 $8.27M 1.87% new 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: 72,545 shares; 2024Q4: 77,753 shares; 2025Q1: 62,565 shares; 2025Q2: 71,613 shares; 2025Q3: 53,377 shares; 2025Q4: 52,700 shares; 2026Q1: 85,847 shares 85,847 $7.77M 1.76% +33,147 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 235,893 shares; 2025Q3: 210,028 shares; 2025Q4: 223,760 shares; 2026Q1: 230,029 shares 230,029 $7.58M 1.72% +6,269 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: 114,636 shares; 2024Q4: 116,220 shares; 2025Q1: 118,676 shares; 2025Q2: 122,492 shares; 2025Q3: 127,953 shares; 2025Q4: 132,543 shares; 2026Q1: 101,894 shares 101,894 $6.88M 1.56% -30,649 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,363 shares; 2024Q4: 34,318 shares; 2025Q1: 41,251 shares; 2025Q2: 49,152 shares; 2025Q3: 52,255 shares; 2025Q4: 46,406 shares; 2026Q1: 65,098 shares 65,098 $6.56M 1.49% +18,692 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is 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: 185,005 shares 185,005 $5.84M 1.32% new Timeline LRGF 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: 379,083 shares; 2024Q4: 392,892 shares; 2025Q1: 489,646 shares; 2025Q2: 508,281 shares; 2025Q3: 706,148 shares; 2025Q4: 728,527 shares; 2026Q1: 88,335 shares 88,335 $5.83M 1.32% -640,192 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: 25,422 shares; 2024Q4: 24,354 shares; 2025Q1: 28,437 shares; 2025Q2: 27,199 shares; 2025Q3: 28,697 shares; 2025Q4: 22,588 shares; 2026Q1: 25,921 shares 25,921 $5.4M 1.22% +3,333 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: 4,891 shares; 2024Q4: 5,016 shares; 2025Q1: 7,534 shares; 2025Q2: 7,872 shares; 2025Q3: 8,089 shares; 2025Q4: 8,633 shares; 2026Q1: 9,105 shares 9,105 $5.21M 1.18% +472 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: 17,576 shares; 2024Q4: 17,121 shares; 2025Q1: 10,283 shares; 2025Q2: 15,415 shares; 2025Q3: 16,809 shares; 2025Q4: 18,495 shares; 2026Q1: 13,872 shares 13,872 $5.13M 1.16% -4,623 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: 5,025 shares; 2024Q4: 4,814 shares; 2025Q1: 5,485 shares; 2025Q2: 5,094 shares; 2025Q3: 5,667 shares; 2025Q4: 10,500 shares; 2026Q1: 15,614 shares 15,614 $4.48M 1.02% +5,114 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: 15,026 shares; 2024Q4: 15,237 shares; 2025Q1: 15,707 shares; 2025Q2: 16,270 shares; 2025Q3: 15,897 shares; 2025Q4: 15,070 shares; 2026Q1: 13,243 shares 13,243 $4.35M 0.99% -1,827 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,246 shares; 2025Q1: 1,236 shares; 2025Q2: 5,799 shares; 2025Q3: 5,799 shares; 2025Q4: 6,508 shares; 2026Q1: 6,217 shares 6,217 $4.04M 0.92% -291 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,983 shares; 2024Q4: 5,948 shares; 2025Q1: 5,510 shares; 2025Q2: 4,854 shares; 2025Q3: 4,870 shares; 2025Q4: 6,544 shares; 2026Q1: 6,723 shares 6,723 $4.02M 0.91% +179 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: 34,337 shares; 2024Q4: 35,498 shares; 2025Q1: 36,963 shares; 2025Q2: 40,868 shares; 2025Q3: 41,149 shares; 2025Q4: 43,192 shares; 2026Q1: 27,041 shares 27,041 $3.36M 0.76% -16,151 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: 5,425 shares; 2024Q4: 5,613 shares; 2025Q1: 7,064 shares; 2025Q2: 7,522 shares; 2025Q3: 9,310 shares; 2025Q4: 9,873 shares; 2026Q1: 10,324 shares 10,324 $3.2M 0.72% +451 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: 5,957 shares; 2024Q4: 5,564 shares; 2025Q1: 6,500 shares; 2025Q2: 5,524 shares; 2025Q3: 6,335 shares; 2025Q4: 7,669 shares; 2026Q1: 10,239 shares 10,239 $2.94M 0.67% +2,570 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,131 shares; 2024Q4: 4,128 shares; 2025Q1: 6,862 shares; 2025Q2: 6,631 shares; 2025Q3: 6,098 shares; 2025Q4: 6,540 shares; 2026Q1: 6,960 shares 6,960 $2.59M 0.59% +420 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,965 shares; 2024Q4: 30,200 shares; 2025Q1: 32,494 shares; 2025Q2: 13,159 shares; 2025Q3: 10,628 shares; 2025Q4: 11,414 shares; 2026Q1: 14,233 shares 14,233 $2.58M 0.59% +2,819 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,111 shares; 2024Q4: 11,148 shares; 2025Q1: 10,470 shares; 2025Q2: 9,859 shares; 2025Q3: 9,887 shares; 2025Q4: 129,447 shares; 2026Q1: 99,791 shares 99,791 $2.56M 0.58% -29,656 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,151 shares; 2024Q4: 5,242 shares; 2025Q1: 11,209 shares; 2025Q2: 32,439 shares; 2025Q3: 33,050 shares; 2025Q4: 31,379 shares; 2026Q1: 32,553 shares 32,553 $2.53M 0.57% +1,174 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,367 shares; 2024Q4: 6,292 shares; 2025Q1: 5,973 shares; 2025Q2: 5,773 shares; 2025Q3: 5,781 shares; 2025Q4: 5,778 shares; 2026Q1: 5,783 shares 5,783 $2.53M 0.57% +5 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: 17,574 shares; 2024Q4: 17,243 shares; 2025Q1: 16,716 shares; 2025Q2: 16,653 shares; 2025Q3: 16,513 shares; 2025Q4: 16,499 shares; 2026Q1: 16,162 shares 16,162 $2.24M 0.51% -337 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,494 shares; 2024Q4: 29,928 shares; 2025Q1: 30,237 shares; 2025Q2: 35,925 shares; 2025Q3: 37,598 shares; 2025Q4: 45,002 shares; 2026Q1: 40,695 shares 40,695 $2.11M 0.48% -4,307 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: 1,227 shares; 2024Q4: 1,392 shares; 2025Q1: 1,406 shares; 2025Q2: 1,340 shares; 2025Q3: 1,268 shares; 2025Q4: 1,601 shares; 2026Q1: 2,172 shares 2,172 $2M 0.45% +571 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 2,047 shares; 2025Q1: 2,222 shares; 2025Q2: 2,393 shares; 2025Q3: 2,530 shares; 2025Q4: 3,528 shares; 2026Q1: 4,078 shares 4,078 $1.95M 0.44% +550 Timeline SPMB 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: 48,547 shares; 2024Q4: 50,548 shares; 2025Q1: 49,720 shares; 2025Q2: 60,771 shares; 2025Q3: 55,486 shares; 2025Q4: 64,919 shares; 2026Q1: 82,323 shares 82,323 $1.84M 0.42% +17,404 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: 19,951 shares; 2024Q4: 21,132 shares; 2025Q1: 40,107 shares; 2025Q2: 37,161 shares; 2025Q3: 51,692 shares; 2025Q4: 50,606 shares; 2026Q1: 20,896 shares 20,896 $1.84M 0.42% -29,710 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,471 shares; 2025Q1: 1,502 shares; 2025Q2: 1,524 shares; 2025Q3: 1,579 shares; 2025Q4: 1,495 shares; 2026Q1: 1,840 shares 1,840 $1.83M 0.42% +345 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,468 shares; 2024Q4: 4,468 shares; 2025Q1: 4,648 shares; 2025Q2: 5,129 shares; 2025Q3: 5,307 shares; 2025Q4: 5,898 shares; 2026Q1: 6,188 shares 6,188 $1.82M 0.41% +290 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 4,273 shares; 2025Q1: 3,934 shares; 2025Q2: 12,318 shares; 2025Q3: 4,006 shares; 2025Q4: 6,373 shares; 2026Q1: 15,458 shares 15,458 $1.64M 0.37% +9,085 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,818 shares; 2024Q4: 3,821 shares; 2025Q1: 3,817 shares; 2025Q2: 3,805 shares; 2025Q3: 3,775 shares; 2025Q4: 3,779 shares; 2026Q1: 3,773 shares 3,773 $1.61M 0.36% -6 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,289 shares; 2024Q4: 15,689 shares; 2025Q1: 14,191 shares; 2025Q2: 12,658 shares; 2025Q3: 12,206 shares; 2025Q4: 15,632 shares; 2026Q1: 15,169 shares 15,169 $1.41M 0.32% -463 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,345 shares; 2025Q4: 27,941 shares; 2026Q1: 21,933 shares 21,933 $1.41M 0.32% -6,008 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: 3,006 shares; 2024Q4: 2,830 shares; 2025Q1: 2,865 shares; 2025Q2: 3,232 shares; 2025Q3: 3,410 shares; 2025Q4: 3,489 shares; 2026Q1: 4,124 shares 4,124 $1.39M 0.32% +635 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: 6,314 shares; 2024Q4: 6,274 shares; 2025Q1: 5,858 shares; 2025Q2: 7,648 shares; 2025Q3: 5,847 shares; 2025Q4: 6,808 shares; 2026Q1: 7,841 shares 7,841 $1.33M 0.3% +1,033 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: 8,306 shares; 2024Q4: 8,319 shares; 2025Q1: 8,530 shares; 2025Q2: 8,866 shares; 2025Q3: 9,046 shares; 2025Q4: 9,254 shares; 2026Q1: 10,638 shares 10,638 $1.32M 0.3% +1,384 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,801 shares; 2024Q4: 4,782 shares; 2025Q1: 4,806 shares; 2025Q2: 4,806 shares; 2025Q3: 4,747 shares; 2025Q4: 4,697 shares; 2026Q1: 4,690 shares 4,690 $1.32M 0.3% -7 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,047 shares; 2025Q2: 8,255 shares; 2025Q3: 8,539 shares; 2025Q4: 12,401 shares; 2026Q1: 8,856 shares 8,856 $1.3M 0.29% -3,545 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE 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: 12,110 shares; 2025Q3: 13,021 shares; 2025Q4: 16,351 shares; 2026Q1: 25,969 shares 25,969 $1.25M 0.28% +9,618 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,771 shares; 2025Q4: 1,750 shares; 2026Q1: 1,754 shares 1,754 $1.23M 0.28% +4 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,344 shares; 2024Q4: 142,628 shares; 2025Q1: 162,002 shares; 2025Q2: 148,691 shares; 2025Q3: 121,697 shares; 2025Q4: 68,318 shares; 2026Q1: 5,931 shares 5,931 $1.14M 0.26% -62,387 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: 1,833 shares; 2024Q4: 2,151 shares; 2025Q1: 2,200 shares; 2025Q2: 2,165 shares; 2025Q3: 2,166 shares; 2025Q4: 3,327 shares; 2026Q1: 3,543 shares 3,543 $1.14M 0.26% +216 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,268 shares 11,268 $1.13M 0.26% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,331 shares; 2024Q4: 66,803 shares; 2025Q1: 65,987 shares; 2025Q2: 65,314 shares; 2025Q3: 66,054 shares; 2025Q4: 66,023 shares; 2026Q1: 65,794 shares 65,794 $1.12M 0.25% -229 Timeline OEF 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: 983 shares; 2024Q4: 1,297 shares; 2025Q1: 4,580 shares; 2025Q2: 7,338 shares; 2025Q3: 10,164 shares; 2025Q4: 11,027 shares; 2026Q1: 3,260 shares 3,260 $1.04M 0.24% -7,767 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: 2,247 shares; 2024Q4: 2,246 shares; 2025Q1: 2,256 shares; 2025Q2: 2,860 shares; 2025Q3: 2,944 shares; 2025Q4: 3,217 shares; 2026Q1: 4,235 shares 4,235 $1.04M 0.23% +1,018 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,491 shares; 2025Q1: 1,567 shares; 2025Q2: 1,569 shares; 2025Q3: 1,472 shares; 2025Q4: 1,691 shares; 2026Q1: 1,705 shares 1,705 $984K 0.22% +14 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: 2,205 shares; 2024Q4: 2,261 shares; 2025Q1: 2,530 shares; 2025Q2: 2,976 shares; 2025Q3: 3,010 shares; 2025Q4: 2,823 shares; 2026Q1: 3,193 shares 3,193 $965K 0.22% +370 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,873 shares; 2024Q4: 8,111 shares; 2025Q1: 10,822 shares; 2025Q2: 13,550 shares; 2025Q3: 13,464 shares; 2025Q4: 14,357 shares; 2026Q1: 12,890 shares 12,890 $958K 0.22% -1,467 Timeline ASRV AMERISERV FINL INC More: the full row for AMERISERV FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238,822 shares; 2025Q3: 241,225 shares; 2025Q4: 243,570 shares; 2026Q1: 245,612 shares 245,612 $889K 0.2% +2,042 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: 612 shares; 2024Q4: 614 shares; 2025Q1: 696 shares; 2025Q2: 746 shares; 2025Q3: 765 shares; 2025Q4: 7,682 shares; 2026Q1: 9,154 shares 9,154 $880K 0.2% +1,472 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,868 shares; 2024Q4: 29,521 shares; 2025Q1: 29,563 shares; 2025Q2: 29,633 shares; 2025Q3: 29,648 shares; 2025Q4: 28,456 shares; 2026Q1: 28,428 shares 28,428 $868K 0.2% -28 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,963 shares; 2025Q3: 3,098 shares; 2025Q4: 3,407 shares; 2026Q1: 3,896 shares 3,896 $833K 0.19% +489 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: 3,147 shares; 2024Q4: 3,142 shares; 2025Q1: 3,253 shares; 2025Q2: 3,415 shares; 2025Q3: 4,425 shares; 2025Q4: 4,843 shares; 2026Q1: 5,657 shares 5,657 $832K 0.19% +814 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,049 shares; 2024Q4: 4,985 shares; 2025Q1: 5,085 shares; 2025Q2: 5,200 shares; 2025Q3: 5,185 shares; 2025Q4: 5,521 shares; 2026Q1: 6,562 shares 6,562 $829K 0.19% +1,041 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 2,149 shares; 2025Q1: 2,410 shares; 2025Q2: 2,414 shares; 2025Q3: 2,796 shares; 2025Q4: 2,917 shares; 2026Q1: 4,073 shares 4,073 $829K 0.19% +1,156 Timeline DFVX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,828 shares; 2026Q1: 10,823 shares 10,823 $804K 0.18% -4,005 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,279 shares; 2024Q4: 6,105 shares; 2025Q1: 9,909 shares; 2025Q2: 7,997 shares; 2025Q3: 8,946 shares; 2025Q4: 9,877 shares; 2026Q1: 7,664 shares 7,664 $780K 0.18% -2,213 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,923 shares; 2024Q4: 3,188 shares; 2025Q1: 3,087 shares; 2025Q2: 3,570 shares; 2025Q3: 3,593 shares; 2025Q4: 3,610 shares; 2026Q1: 2,941 shares 2,941 $770K 0.17% -669 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: 1,019 shares; 2024Q4: 1,029 shares; 2025Q1: 1,158 shares; 2025Q2: 1,296 shares; 2025Q3: 1,362 shares; 2025Q4: 1,435 shares; 2026Q1: 1,533 shares 1,533 $766K 0.17% +98 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,256 shares; 2026Q1: 30,793 shares 30,793 $762K 0.17% +537 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: 824 shares; 2024Q4: 823 shares; 2025Q1: 805 shares; 2025Q2: 726 shares; 2025Q3: 811 shares; 2025Q4: 894 shares; 2026Q1: 1,064 shares 1,064 $754K 0.17% +170 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 2,230 shares; 2025Q1: 2,262 shares; 2025Q2: 2,565 shares; 2025Q3: 2,673 shares; 2025Q4: 3,025 shares; 2026Q1: 3,462 shares 3,462 $753K 0.17% +437 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: 485 shares; 2024Q4: 491 shares; 2025Q1: 516 shares; 2025Q2: 599 shares; 2025Q3: 612 shares; 2025Q4: 787 shares; 2026Q1: 868 shares 868 $734K 0.17% +81 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,291 shares; 2024Q4: 8,702 shares; 2025Q1: 8,728 shares; 2025Q2: 8,792 shares; 2025Q3: 8,835 shares; 2025Q4: 8,995 shares; 2026Q1: 9,487 shares 9,487 $732K 0.17% +492 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,144 shares; 2025Q3: 5,410 shares; 2025Q4: 6,304 shares; 2026Q1: 6,527 shares 6,527 $707K 0.16% +223 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,328 shares; 2025Q1: 6,007 shares; 2025Q2: 7,316 shares; 2025Q3: 7,150 shares; 2025Q4: 7,166 shares; 2026Q1: 6,339 shares 6,339 $706K 0.16% -827 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: 2,310 shares; 2024Q4: 2,544 shares; 2025Q1: 3,250 shares; 2025Q2: 3,656 shares; 2025Q3: 3,431 shares; 2025Q4: 3,756 shares; 2026Q1: 4,215 shares 4,215 $697K 0.16% +459 Timeline WELLS FARGO & CO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 601 shares; 2026Q1: 601 shares 601 $694K 0.16% 0 THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276,365 shares; 2025Q3: 285,696 shares; 2025Q4: 294,714 shares; 2026Q1: 17,905 shares 17,905 $649K 0.15% -276,809 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,068 shares; 2024Q4: 231,678 shares; 2025Q1: 198,286 shares; 2025Q2: 113,962 shares; 2025Q3: 87,373 shares; 2025Q4: 92,557 shares; 2026Q1: 8,124 shares 8,124 $639K 0.14% -84,433 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: 3,016 shares; 2025Q1: 4,139 shares; 2025Q2: 4,147 shares; 2025Q3: 4,195 shares; 2025Q4: 4,227 shares; 2026Q1: 4,979 shares 4,979 $611K 0.14% +752 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,965 shares; 2026Q1: 24,139 shares 24,139 $606K 0.14% -4,826 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,892 shares; 2025Q1: 1,964 shares; 2025Q2: 1,996 shares; 2025Q3: 1,981 shares; 2025Q4: 2,005 shares; 2026Q1: 2,128 shares 2,128 $594K 0.13% +123 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: 1,353 shares; 2024Q4: 1,299 shares; 2025Q1: 1,386 shares; 2025Q2: 1,485 shares; 2025Q3: 1,551 shares; 2025Q4: 1,670 shares; 2026Q1: 2,070 shares 2,070 $587K 0.13% +400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,141 shares; 2025Q4: 1,418 shares; 2026Q1: 1,679 shares 1,679 $574K 0.13% +261 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: 1,253 shares; 2024Q4: not reported; 2025Q1: 1,268 shares; 2025Q2: 1,401 shares; 2025Q3: 2,123 shares; 2025Q4: 2,182 shares; 2026Q1: 2,713 shares 2,713 $561K 0.13% +531 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: 6,541 shares; 2024Q4: 6,456 shares; 2025Q1: 6,689 shares; 2025Q2: 8,129 shares; 2025Q3: 8,576 shares; 2025Q4: 9,657 shares; 2026Q1: 11,511 shares 11,511 $561K 0.13% +1,854 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: 331 shares; 2024Q4: 322 shares; 2025Q1: 339 shares; 2025Q2: 331 shares; 2025Q3: 340 shares; 2025Q4: 356 shares; 2026Q1: 376 shares 376 $554K 0.13% +20 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: 1,342 shares; 2025Q4: 1,370 shares; 2026Q1: 1,407 shares 1,407 $551K 0.13% +37 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,776 shares; 2026Q1: 1,852 shares 1,852 $549K 0.12% +76 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: 1,333 shares; 2024Q4: 1,310 shares; 2025Q1: 1,420 shares; 2025Q2: 1,485 shares; 2025Q3: 1,511 shares; 2025Q4: 1,583 shares; 2026Q1: 1,603 shares 1,603 $542K 0.12% +20 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,203 shares; 2025Q1: 2,184 shares; 2025Q2: 2,100 shares; 2025Q3: 2,104 shares; 2025Q4: 2,104 shares; 2026Q1: 2,103 shares 2,103 $541K 0.12% -1 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: 1,209 shares; 2024Q4: 1,224 shares; 2025Q1: 1,264 shares; 2025Q2: 1,326 shares; 2025Q3: 1,399 shares; 2025Q4: 1,434 shares; 2026Q1: 1,645 shares 1,645 $541K 0.12% +211 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 369 shares; 2025Q4: 379 shares; 2026Q1: 391 shares 391 $539K 0.12% +12 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: 120 shares; 2024Q4: 121 shares; 2025Q1: 125 shares; 2025Q2: 134 shares; 2025Q3: 133 shares; 2025Q4: 134 shares; 2026Q1: 128 shares 128 $538K 0.12% -6 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,717 shares 16,717 $538K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,486 shares; 2026Q1: 2,798 shares 2,798 $537K 0.12% +312 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: 3,581 shares; 2024Q4: 3,566 shares; 2025Q1: 2,636 shares; 2025Q2: 1,608 shares; 2025Q3: 1,490 shares; 2025Q4: 2,471 shares; 2026Q1: 2,481 shares 2,481 $534K 0.12% +10 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,639 shares; 2025Q2: 6,757 shares; 2025Q3: 6,856 shares; 2025Q4: 7,025 shares; 2026Q1: 7,107 shares 7,107 $533K 0.12% +82 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: 4,407 shares; 2024Q4: 4,446 shares; 2025Q1: 5,054 shares; 2025Q2: 5,075 shares; 2025Q3: 5,450 shares; 2025Q4: 5,529 shares; 2026Q1: 6,271 shares 6,271 $499K 0.11% +742 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,034 shares; 2025Q1: 1,041 shares; 2025Q2: 1,032 shares; 2025Q3: 1,049 shares; 2025Q4: 1,024 shares; 2026Q1: 1,141 shares 1,141 $495K 0.11% +117 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: 3,759 shares; 2024Q4: 4,016 shares; 2025Q1: 3,538 shares; 2025Q2: 3,451 shares; 2025Q3: 3,516 shares; 2025Q4: 2,503 shares; 2026Q1: 3,386 shares 3,386 $489K 0.11% +883 Timeline LMUB 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: 9,758 shares 9,758 $487K 0.11% new 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: 2,248 shares; 2024Q4: 3,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,630 shares; 2025Q4: 3,212 shares; 2026Q1: 4,049 shares 4,049 $487K 0.11% +837 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: 4,614 shares; 2024Q4: 3,898 shares; 2025Q1: 3,848 shares; 2025Q2: 5,183 shares; 2025Q3: 4,211 shares; 2025Q4: 4,705 shares; 2026Q1: 6,342 shares 6,342 $482K 0.11% +1,637 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,786 shares; 2024Q4: 13,432 shares; 2025Q1: 16,686 shares; 2025Q2: 21,278 shares; 2025Q3: 19,533 shares; 2025Q4: 16,839 shares; 2026Q1: 16,426 shares 16,426 $476K 0.11% -413 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,993 shares; 2025Q3: 2,109 shares; 2025Q4: 2,173 shares; 2026Q1: 2,463 shares 2,463 $475K 0.11% +290 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: 738 shares; 2024Q4: 1,400 shares; 2025Q1: 1,642 shares; 2025Q2: 2,977 shares; 2025Q3: 2,654 shares; 2025Q4: 1,623 shares; 2026Q1: 2,963 shares 2,963 $475K 0.11% +1,340 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: 2,666 shares; 2024Q4: 2,744 shares; 2025Q1: 3,837 shares; 2025Q2: 3,797 shares; 2025Q3: 3,913 shares; 2025Q4: 3,981 shares; 2026Q1: 3,896 shares 3,896 $462K 0.1% -85 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 575 shares; 2025Q2: 573 shares; 2025Q3: 567 shares; 2025Q4: 540 shares; 2026Q1: 539 shares 539 $457K 0.1% -1 Timeline ENOR 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: 12,358 shares; 2026Q1: 12,358 shares 12,358 $457K 0.1% 0 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: 4,362 shares; 2024Q4: 5,205 shares; 2025Q1: 4,834 shares; 2025Q2: 5,335 shares; 2025Q3: 5,566 shares; 2025Q4: 6,333 shares; 2026Q1: 6,870 shares 6,870 $453K 0.1% +537 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,275 shares; 2025Q1: 1,344 shares; 2025Q2: 1,620 shares; 2025Q3: 1,579 shares; 2025Q4: 1,645 shares; 2026Q1: 1,829 shares 1,829 $443K 0.1% +184 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,174 shares; 2025Q2: 2,751 shares; 2025Q3: 2,841 shares; 2025Q4: 2,820 shares; 2026Q1: 3,140 shares 3,140 $438K 0.1% +320 Timeline BUFR 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: 12,898 shares; 2025Q4: 12,898 shares; 2026Q1: 12,898 shares 12,898 $436K 0.1% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,883 shares; 2026Q1: 2,639 shares 2,639 $433K 0.1% -2,244 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,700 shares; 2025Q4: 6,713 shares; 2026Q1: 6,720 shares 6,720 $429K 0.1% +7 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,390 shares; 2024Q4: 21,519 shares; 2025Q1: 21,455 shares; 2025Q2: 21,302 shares; 2025Q3: 21,476 shares; 2025Q4: 21,709 shares; 2026Q1: 21,728 shares 21,728 $429K 0.1% +19 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: 639 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 740 shares; 2026Q1: 778 shares 778 $427K 0.1% +38 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: 2,258 shares; 2024Q4: 2,298 shares; 2025Q1: 2,210 shares; 2025Q2: 2,371 shares; 2025Q3: 2,554 shares; 2025Q4: 2,706 shares; 2026Q1: 2,786 shares 2,786 $426K 0.1% +80 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,559 shares; 2026Q1: 2,968 shares 2,968 $423K 0.1% +409 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,563 shares; 2025Q1: 1,477 shares; 2025Q2: 1,393 shares; 2025Q3: 1,394 shares; 2025Q4: 1,389 shares; 2026Q1: 1,390 shares 1,390 $420K 0.1% +1 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,520 shares; 2024Q4: 5,679 shares; 2025Q1: 5,169 shares; 2025Q2: 4,254 shares; 2025Q3: 4,251 shares; 2025Q4: 4,198 shares; 2026Q1: 4,522 shares 4,522 $413K 0.09% +324 Timeline EPOL 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: 11,232 shares; 2026Q1: 11,232 shares 11,232 $409K 0.09% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,728 shares; 2025Q1: 1,729 shares; 2025Q2: 1,718 shares; 2025Q3: 1,722 shares; 2025Q4: 1,730 shares; 2026Q1: 1,727 shares 1,727 $408K 0.09% -3 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,559 shares; 2024Q4: 5,691 shares; 2025Q1: 5,691 shares; 2025Q2: 5,757 shares; 2025Q3: 5,757 shares; 2025Q4: 5,507 shares; 2026Q1: 6,295 shares 6,295 $407K 0.09% +788 Timeline ILCV 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: 3,264 shares; 2025Q2: 4,531 shares; 2025Q3: 4,272 shares; 2025Q4: 4,043 shares; 2026Q1: 4,355 shares 4,355 $406K 0.09% +312 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: not reported; 2025Q1: 1,197 shares; 2025Q2: not reported; 2025Q3: 1,078 shares; 2025Q4: 2,054 shares; 2026Q1: 2,061 shares 2,061 $404K 0.09% +7 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 269 shares; 2025Q3: 277 shares; 2025Q4: 288 shares; 2026Q1: 304 shares 304 $402K 0.09% +16 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: 2,001 shares; 2024Q4: 1,998 shares; 2025Q1: 2,104 shares; 2025Q2: 1,973 shares; 2025Q3: 1,983 shares; 2025Q4: 1,957 shares; 2026Q1: 2,131 shares 2,131 $398K 0.09% +174 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 336 shares; 2026Q1: 453 shares 453 $396K 0.09% +117 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: 541 shares; 2024Q4: 549 shares; 2025Q1: 618 shares; 2025Q2: 667 shares; 2025Q3: 608 shares; 2025Q4: 675 shares; 2026Q1: 856 shares 856 $395K 0.09% +181 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,896 shares 1,896 $394K 0.09% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,497 shares; 2025Q3: 2,671 shares; 2025Q4: 2,765 shares; 2026Q1: 3,435 shares 3,435 $390K 0.09% +670 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 344 shares; 2025Q1: 349 shares; 2025Q2: 331 shares; 2025Q3: 333 shares; 2025Q4: 350 shares; 2026Q1: 354 shares 354 $387K 0.09% +4 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,374 shares; 2025Q2: 1,363 shares; 2025Q3: 1,361 shares; 2025Q4: 1,364 shares; 2026Q1: 1,360 shares 1,360 $383K 0.09% -4 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,524 shares; 2025Q2: 3,820 shares; 2025Q3: 3,908 shares; 2025Q4: 4,551 shares; 2026Q1: 4,623 shares 4,623 $381K 0.09% +72 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 495 shares; 2025Q1: 494 shares; 2025Q2: 495 shares; 2025Q3: 504 shares; 2025Q4: 544 shares; 2026Q1: 544 shares 544 $380K 0.09% 0 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,377 shares; 2026Q1: 6,377 shares 6,377 $375K 0.09% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,359 shares; 2025Q4: 1,474 shares; 2026Q1: 1,494 shares 1,494 $369K 0.08% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 768 shares; 2025Q4: 807 shares; 2026Q1: 1,175 shares 1,175 $365K 0.08% +368 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,667 shares; 2026Q1: 12,667 shares 12,667 $357K 0.08% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,586 shares; 2026Q1: 4,617 shares 4,617 $357K 0.08% -10,969 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,597 shares; 2025Q4: 1,947 shares; 2026Q1: 2,215 shares 2,215 $354K 0.08% +268 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 3,687 shares; 2025Q1: 3,676 shares; 2025Q2: 3,393 shares; 2025Q3: 3,410 shares; 2025Q4: 3,336 shares; 2026Q1: 3,338 shares 3,338 $351K 0.08% +2 Timeline NVMI NOVA LTD More: the full row for NOVA 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: 818 shares; 2025Q3: 818 shares; 2025Q4: 808 shares; 2026Q1: 806 shares 806 $350K 0.08% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 796 shares; 2025Q3: 783 shares; 2025Q4: 937 shares; 2026Q1: 993 shares 993 $349K 0.08% +56 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,699 shares; 2024Q4: 3,429 shares; 2025Q1: 2,585 shares; 2025Q2: 1,546 shares; 2025Q3: 1,488 shares; 2025Q4: 1,442 shares; 2026Q1: 1,437 shares 1,437 $345K 0.08% -5 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 908 shares; 2026Q1: 960 shares 960 $342K 0.08% +52 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 495 shares; 2025Q3: 496 shares; 2025Q4: 735 shares; 2026Q1: 818 shares 818 $341K 0.08% +83 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 954 shares; 2025Q3: 982 shares; 2025Q4: 994 shares; 2026Q1: 1,061 shares 1,061 $338K 0.08% +67 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,515 shares; 2024Q4: 16,413 shares; 2025Q1: 16,454 shares; 2025Q2: 16,347 shares; 2025Q3: 16,078 shares; 2025Q4: 15,836 shares; 2026Q1: 15,836 shares 15,836 $334K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,167 shares; 2025Q2: 2,230 shares; 2025Q3: 2,568 shares; 2025Q4: 2,636 shares; 2026Q1: 2,520 shares 2,520 $330K 0.07% -116 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,013 shares; 2025Q3: 19,235 shares; 2025Q4: 19,958 shares; 2026Q1: 19,551 shares 19,551 $330K 0.07% -407 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,507 shares; 2025Q3: 1,567 shares; 2025Q4: 1,766 shares; 2026Q1: 1,988 shares 1,988 $327K 0.07% +222 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: 1,611 shares; 2024Q4: 1,620 shares; 2025Q1: 1,524 shares; 2025Q2: 1,528 shares; 2025Q3: 1,535 shares; 2025Q4: 1,542 shares; 2026Q1: 1,525 shares 1,525 $326K 0.07% -17 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: 1,814 shares; 2024Q4: not reported; 2025Q1: 1,830 shares; 2025Q2: 1,936 shares; 2025Q3: 1,949 shares; 2025Q4: 2,142 shares; 2026Q1: 2,459 shares 2,459 $325K 0.07% +317 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,643 shares 1,643 $324K 0.07% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,912 shares; 2025Q3: 4,090 shares; 2025Q4: 5,058 shares; 2026Q1: 4,483 shares 4,483 $311K 0.07% -575 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: 1,110 shares; 2024Q4: 1,122 shares; 2025Q1: 964 shares; 2025Q2: 1,045 shares; 2025Q3: 1,224 shares; 2025Q4: 1,265 shares; 2026Q1: 1,144 shares 1,144 $310K 0.07% -121 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,395 shares; 2026Q1: 2,393 shares 2,393 $307K 0.07% -2 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 894 shares; 2025Q3: 972 shares; 2025Q4: 1,076 shares; 2026Q1: 971 shares 971 $305K 0.07% -105 Timeline IVZ INVESCO LTD More: the full row for INVESCO 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: 12,038 shares; 2026Q1: 12,490 shares 12,490 $303K 0.07% +452 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: 664 shares; 2024Q4: 658 shares; 2025Q1: 682 shares; 2025Q2: 708 shares; 2025Q3: 695 shares; 2025Q4: 701 shares; 2026Q1: 686 shares 686 $297K 0.07% -15 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,194 shares; 2026Q1: 1,193 shares 1,193 $296K 0.07% -1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,470 shares; 2026Q1: 6,685 shares 6,685 $295K 0.07% +1,215 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: not reported; 2024Q4: not reported; 2025Q1: 1,313 shares; 2025Q2: 1,363 shares; 2025Q3: 1,350 shares; 2025Q4: 1,324 shares; 2026Q1: 1,872 shares 1,872 $294K 0.07% +548 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,027 shares; 2026Q1: 3,020 shares 3,020 $294K 0.07% -7 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: 984 shares; 2024Q4: 995 shares; 2025Q1: 988 shares; 2025Q2: 1,058 shares; 2025Q3: 1,079 shares; 2025Q4: not reported; 2026Q1: 1,290 shares 1,290 $292K 0.07% 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: 1,237 shares; 2024Q4: 1,412 shares; 2025Q1: 1,401 shares; 2025Q2: 1,416 shares; 2025Q3: 1,450 shares; 2025Q4: 1,454 shares; 2026Q1: 1,397 shares 1,397 $290K 0.07% -57 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,095 shares; 2025Q3: 1,183 shares; 2025Q4: 1,212 shares; 2026Q1: 1,455 shares 1,455 $290K 0.07% +243 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: 567 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 620 shares; 2025Q3: 648 shares; 2025Q4: 647 shares; 2026Q1: 808 shares 808 $289K 0.07% +161 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,039 shares; 2024Q4: 81,039 shares; 2025Q1: 81,039 shares; 2025Q2: 81,039 shares; 2025Q3: 81,039 shares; 2025Q4: 81,039 shares; 2026Q1: 81,039 shares 81,039 $288K 0.07% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,194 shares; 2024Q4: 36,521 shares; 2025Q1: 36,760 shares; 2025Q2: 36,752 shares; 2025Q3: 36,674 shares; 2025Q4: 36,681 shares; 2026Q1: 35,946 shares 35,946 $285K 0.06% -735 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,563 shares; 2025Q2: 4,390 shares; 2025Q3: 4,456 shares; 2025Q4: 4,662 shares; 2026Q1: 4,473 shares 4,473 $285K 0.06% -189 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,059 shares; 2025Q1: 1,081 shares; 2025Q2: 1,094 shares; 2025Q3: 1,106 shares; 2025Q4: 1,089 shares; 2026Q1: 1,203 shares 1,203 $279K 0.06% +114 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: 1,740 shares; 2024Q4: 1,743 shares; 2025Q1: 1,781 shares; 2025Q2: 1,788 shares; 2025Q3: 1,738 shares; 2025Q4: 1,544 shares; 2026Q1: 1,598 shares 1,598 $277K 0.06% +54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,519 shares 1,519 $277K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 361 shares; 2026Q1: 404 shares 404 $276K 0.06% +43 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,317 shares; 2025Q1: 1,382 shares; 2025Q2: 1,361 shares; 2025Q3: 1,352 shares; 2025Q4: 1,357 shares; 2026Q1: 1,285 shares 1,285 $276K 0.06% -72 Timeline URA 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: 5,427 shares; 2026Q1: 5,658 shares 5,658 $274K 0.06% +231 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,017 shares 2,017 $273K 0.06% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 1,211 shares; 2025Q1: 1,226 shares; 2025Q2: 1,215 shares; 2025Q3: 1,246 shares; 2025Q4: 1,209 shares; 2026Q1: 1,239 shares 1,239 $271K 0.06% +30 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,304 shares; 2025Q4: 1,317 shares; 2026Q1: 1,330 shares 1,330 $270K 0.06% +13 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 759 shares; 2025Q3: 794 shares; 2025Q4: 919 shares; 2026Q1: 961 shares 961 $265K 0.06% +42 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,262 shares; 2025Q3: 1,314 shares; 2025Q4: 1,415 shares; 2026Q1: 1,447 shares 1,447 $264K 0.06% +32 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,911 shares; 2025Q3: 1,949 shares; 2025Q4: 1,857 shares; 2026Q1: 1,749 shares 1,749 $263K 0.06% -108 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: 981 shares; 2024Q4: not reported; 2025Q1: 1,021 shares; 2025Q2: 1,058 shares; 2025Q3: 1,030 shares; 2025Q4: 977 shares; 2026Q1: 1,141 shares 1,141 $262K 0.06% +164 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 377 shares 377 $257K 0.06% +7 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 395 shares; 2025Q4: 1,201 shares; 2026Q1: 644 shares 644 $256K 0.06% -557 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,860 shares 3,860 $255K 0.06% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 464 shares; 2025Q1: 477 shares; 2025Q2: 480 shares; 2025Q3: 501 shares; 2025Q4: 535 shares; 2026Q1: 583 shares 583 $254K 0.06% +48 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 468 shares 468 $253K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: 159 shares; 2025Q2: 2,435 shares; 2025Q3: 2,559 shares; 2025Q4: 2,715 shares; 2026Q1: 2,718 shares 2,718 $251K 0.06% +3 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: not reported; 2024Q4: not reported; 2025Q1: 1,866 shares; 2025Q2: 2,121 shares; 2025Q3: 2,203 shares; 2025Q4: 2,102 shares; 2026Q1: 1,916 shares 1,916 $251K 0.06% -186 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,138 shares; 2025Q3: 5,578 shares; 2025Q4: not reported; 2026Q1: 4,981 shares 4,981 $250K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 732 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 837 shares 837 $247K 0.06% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,097 shares; 2026Q1: 2,622 shares 2,622 $246K 0.06% +525 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 976 shares; 2026Q1: 1,173 shares 1,173 $245K 0.06% +197 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 630 shares 630 $245K 0.06% new 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: not reported; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 518 shares; 2025Q4: not reported; 2026Q1: 489 shares 489 $243K 0.06% new Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,991 shares 4,991 $239K 0.05% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 466 shares; 2025Q4: 478 shares; 2026Q1: 485 shares 485 $238K 0.05% +7 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,549 shares 2,549 $237K 0.05% new 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: 498 shares; 2024Q4: 492 shares; 2025Q1: 541 shares; 2025Q2: 568 shares; 2025Q3: 616 shares; 2025Q4: 511 shares; 2026Q1: 556 shares 556 $236K 0.05% +45 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: 831 shares; 2026Q1: 836 shares 836 $235K 0.05% +5 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 2,394 shares; 2025Q1: 2,404 shares; 2025Q2: 2,535 shares; 2025Q3: 2,542 shares; 2025Q4: 2,566 shares; 2026Q1: 2,277 shares 2,277 $233K 0.05% -289 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 474 shares 474 $233K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 634 shares; 2025Q4: 683 shares; 2026Q1: 769 shares 769 $233K 0.05% +86 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 732 shares; 2025Q3: not reported; 2025Q4: 698 shares; 2026Q1: 714 shares 714 $233K 0.05% +16 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: 2,662 shares; 2024Q4: not reported; 2025Q1: 2,748 shares; 2025Q2: 5,558 shares; 2025Q3: 5,552 shares; 2025Q4: 5,598 shares; 2026Q1: 5,013 shares 5,013 $233K 0.05% -585 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: 585 shares; 2024Q4: 506 shares; 2025Q1: 500 shares; 2025Q2: 494 shares; 2025Q3: 490 shares; 2025Q4: 478 shares; 2026Q1: 478 shares 478 $232K 0.05% 0 Timeline BEKE KE HLDGS INC More: the full row for KE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,350 shares; 2024Q4: 16,301 shares; 2025Q1: 16,139 shares; 2025Q2: 16,417 shares; 2025Q3: 16,203 shares; 2025Q4: 15,659 shares; 2026Q1: 15,242 shares 15,242 $228K 0.05% -417 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: not reported; 2025Q1: not reported; 2025Q2: 3,764 shares; 2025Q3: 3,697 shares; 2025Q4: 3,690 shares; 2026Q1: 2,340 shares 2,340 $228K 0.05% -1,350 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,426 shares; 2026Q1: 3,791 shares 3,791 $227K 0.05% +365 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 434 shares 434 $226K 0.05% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,141 shares 1,141 $225K 0.05% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,032 shares; 2026Q1: 1,033 shares 1,033 $225K 0.05% +1 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,638 shares; 2025Q4: 2,616 shares; 2026Q1: 2,597 shares 2,597 $223K 0.05% -19 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,047 shares; 2025Q4: 6,081 shares; 2026Q1: 6,081 shares 6,081 $223K 0.05% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 603 shares; 2025Q1: 507 shares; 2025Q2: 488 shares; 2025Q3: 534 shares; 2025Q4: 474 shares; 2026Q1: 562 shares 562 $223K 0.05% +88 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 911 shares 911 $221K 0.05% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 842 shares; 2025Q3: 828 shares; 2025Q4: 827 shares; 2026Q1: 761 shares 761 $221K 0.05% -66 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: 619 shares; 2024Q4: 601 shares; 2025Q1: 594 shares; 2025Q2: 585 shares; 2025Q3: 581 shares; 2025Q4: 527 shares; 2026Q1: 445 shares 445 $220K 0.05% -82 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 2,882 shares 2,882 $218K 0.05% new 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: 794 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 843 shares; 2026Q1: 914 shares 914 $216K 0.05% +71 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,179 shares 2,179 $216K 0.05% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 397 shares; 2026Q1: 395 shares 395 $215K 0.05% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 653 shares 653 $215K 0.05% new 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: 561 shares; 2024Q4: 593 shares; 2025Q1: 584 shares; 2025Q2: 681 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 480 shares 480 $215K 0.05% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,366 shares; 2025Q4: not reported; 2026Q1: 2,978 shares 2,978 $214K 0.05% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,146 shares; 2025Q1: 1,223 shares; 2025Q2: 1,184 shares; 2025Q3: 1,094 shares; 2025Q4: 1,409 shares; 2026Q1: 1,080 shares 1,080 $214K 0.05% -329 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 218 shares 218 $214K 0.05% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,786 shares; 2026Q1: 2,786 shares 2,786 $213K 0.05% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,580 shares 4,580 $213K 0.05% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,939 shares; 2025Q4: 4,767 shares; 2026Q1: 5,241 shares 5,241 $212K 0.05% +474 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 376 shares 376 $212K 0.05% new 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: 835 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 786 shares; 2026Q1: 737 shares 737 $212K 0.05% -49 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,929 shares; 2025Q3: 1,867 shares; 2025Q4: 1,833 shares; 2026Q1: 1,779 shares 1,779 $211K 0.05% -54 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 456 shares; 2026Q1: 454 shares 454 $211K 0.05% -2 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,984 shares; 2026Q1: 6,984 shares 6,984 $209K 0.05% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,079 shares 1,079 $209K 0.05% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,160 shares 1,160 $209K 0.05% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,254 shares 4,254 $209K 0.05% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,425 shares; 2026Q1: 1,431 shares 1,431 $208K 0.05% +6 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 764 shares; 2025Q1: 827 shares; 2025Q2: not reported; 2025Q3: 623 shares; 2025Q4: not reported; 2026Q1: 747 shares 747 $208K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,114 shares 4,114 $207K 0.05% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,505 shares; 2026Q1: 2,505 shares 2,505 $207K 0.05% 0 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,710 shares; 2026Q1: 2,116 shares 2,116 $206K 0.05% -594 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,392 shares 3,392 $206K 0.05% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 892 shares 892 $205K 0.05% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,182 shares 2,182 $205K 0.05% new Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,757 shares; 2024Q4: 2,714 shares; 2025Q1: 2,708 shares; 2025Q2: 2,650 shares; 2025Q3: 2,645 shares; 2025Q4: not reported; 2026Q1: 2,315 shares 2,315 $204K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,112 shares 2,112 $204K 0.05% new Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,573 shares 3,573 $202K 0.05% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,174 shares 2,174 $202K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,092 shares; 2026Q1: 2,074 shares 2,074 $201K 0.05% -18 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: 1,082 shares; 2024Q4: 1,070 shares; 2025Q1: 1,083 shares; 2025Q2: 1,096 shares; 2025Q3: 1,123 shares; 2025Q4: 1,203 shares; 2026Q1: 1,173 shares 1,173 $201K 0.05% -30 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,775 shares 10,775 $186K 0.04% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,903 shares; 2025Q1: 19,365 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,168 shares; 2026Q1: 18,167 shares 18,167 $182K 0.04% -1,001 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,318 shares; 2024Q4: 11,005 shares; 2025Q1: 11,419 shares; 2025Q2: 11,239 shares; 2025Q3: 11,647 shares; 2025Q4: 12,465 shares; 2026Q1: 10,251 shares 10,251 $142K 0.03% -2,214 Timeline HOS HORNBECK OFFSHORE SERVICES I More: the full row for HORNBECK OFFSHORE SERVICES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,305 shares; 2024Q4: 16,103 shares; 2025Q1: 15,510 shares; 2025Q2: 14,978 shares; 2025Q3: 13,642 shares; 2025Q4: 13,603 shares; 2026Q1: 13,561 shares 13,561 $134K 0.03% -42 Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,267 shares; 2024Q4: 65,267 shares; 2025Q1: 65,242 shares; 2025Q2: 60,688 shares; 2025Q3: 59,878 shares; 2025Q4: 59,563 shares; 2026Q1: 60,047 shares 60,047 $128K 0.03% +484 Timeline KNOP KNOT OFFSHORE PARTNERS LP More: the full row for KNOT OFFSHORE PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,405 shares; 2024Q4: not reported; 2025Q1: 12,236 shares; 2025Q2: 12,265 shares; 2025Q3: 12,307 shares; 2025Q4: 12,401 shares; 2026Q1: 12,417 shares 12,417 $125K 0.03% +16 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,902 shares; 2024Q4: 14,200 shares; 2025Q1: 15,581 shares; 2025Q2: 15,529 shares; 2025Q3: 15,376 shares; 2025Q4: 14,403 shares; 2026Q1: 14,503 shares 14,503 $122K 0.03% +100 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,014 shares 10,014 $113K 0.03% new Timeline KMDA KAMADA LTD More: the full row for KAMADA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,007 shares; 2024Q4: 11,103 shares; 2025Q1: 11,147 shares; 2025Q2: 11,330 shares; 2025Q3: 11,192 shares; 2025Q4: 11,249 shares; 2026Q1: 11,249 shares 11,249 $93.8K 0.02% 0 Timeline HUYA HUYA INC More: the full row for HUYA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,848 shares; 2024Q4: 18,152 shares; 2025Q1: 16,629 shares; 2025Q2: 24,406 shares; 2025Q3: 22,889 shares; 2025Q4: 21,177 shares; 2026Q1: 20,426 shares 20,426 $67.4K 0.02% -751 Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,654 shares; 2024Q4: 11,651 shares; 2025Q1: 11,435 shares; 2025Q2: 11,578 shares; 2025Q3: 11,678 shares; 2025Q4: 11,690 shares; 2026Q1: 11,785 shares 11,785 $66.9K 0.02% +95 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,796 shares; 2026Q1: 12,796 shares 12,796 $54.1K 0.01% 0 Timeline TLSA TIZIANA LIFE SCIENCES LTD More: the full row for TIZIANA LIFE SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,584 shares; 2024Q4: 50,108 shares; 2025Q1: 47,601 shares; 2025Q2: 47,087 shares; 2025Q3: 46,050 shares; 2025Q4: 46,051 shares; 2026Q1: 45,948 shares 45,948 $53.8K 0.01% -103 Timeline FOSL FOSSIL GROUP INC More: the full row for FOSSIL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,704 shares; 2025Q3: 12,813 shares; 2025Q4: 12,021 shares; 2026Q1: 12,021 shares 12,021 $51.8K 0.01% 0 Timeline JFIN JIAYIN GROUP INC More: the full row for JIAYIN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,070 shares; 2024Q4: 12,004 shares; 2025Q1: 11,694 shares; 2025Q2: 11,694 shares; 2025Q3: 12,010 shares; 2025Q4: 11,847 shares; 2026Q1: 10,764 shares 10,764 $45.1K 0.01% -1,083 Timeline CCCC C4 THERAPEUTICS INC More: the full row for C4 THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,643 shares; 2025Q3: 19,510 shares; 2025Q4: 16,889 shares; 2026Q1: 14,572 shares 14,572 $38.3K 0.01% -2,317 Timeline SY SO YOUNG INTERNATIONAL INC More: the full row for SO YOUNG INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,281 shares; 2024Q4: 18,376 shares; 2025Q1: 18,907 shares; 2025Q2: 13,741 shares; 2025Q3: 13,404 shares; 2025Q4: 13,403 shares; 2026Q1: 13,403 shares 13,403 $36.6K 0.01% 0 Timeline LU LUFAX HOLDING LTD More: the full row for LUFAX HOLDING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,990 shares; 2024Q4: 13,235 shares; 2025Q1: 13,731 shares; 2025Q2: 13,660 shares; 2025Q3: 13,519 shares; 2025Q4: 13,513 shares; 2026Q1: 13,193 shares 13,193 $24.7K 0.01% -320 Timeline TNYA TENAYA THERAPEUTICS INC More: the full row for TENAYA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,664 shares; 2025Q3: 29,747 shares; 2025Q4: 31,422 shares; 2026Q1: 28,680 shares 28,680 $19.9K <0.01% -2,742 Timeline GREE VULCAN INFRASTRUCTURE & PWR More: the full row for VULCAN INFRASTRUCTURE & PWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,770 shares; 2025Q1: not reported; 2025Q2: 11,528 shares; 2025Q3: 10,777 shares; 2025Q4: 10,754 shares; 2026Q1: 10,697 shares 10,697 $11.8K <0.01% -57 Timeline RANI RANI THERAPEUTICS HLDGS INC More: the full row for RANI THERAPEUTICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,081 shares; 2026Q1: 10,817 shares 10,817 $7.95K <0.01% -264 Timeline