DFCF 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: not reported; 2026Q1: 3,036,000 shares 3,036,000 $128M 8.51% new 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: 485,789 shares; 2024Q4: 437,312 shares; 2025Q1: 416,763 shares; 2025Q2: 404,509 shares; 2025Q3: 400,839 shares; 2025Q4: 365,392 shares; 2026Q1: 221,268 shares 221,268 $63.6M 4.22% -144,124 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: 303,948 shares; 2024Q4: 315,109 shares; 2025Q1: 296,010 shares; 2025Q2: 311,242 shares; 2025Q3: 275,820 shares; 2025Q4: 268,505 shares; 2026Q1: 186,777 shares 186,777 $57.8M 3.84% -81,728 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: 465,256 shares; 2024Q4: 443,322 shares; 2025Q1: 399,170 shares; 2025Q2: 413,721 shares; 2025Q3: 429,917 shares; 2025Q4: 432,578 shares; 2026Q1: 225,027 shares 225,027 $57.1M 3.79% -207,551 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,080 shares; 2024Q4: 122,151 shares; 2025Q1: 123,736 shares; 2025Q2: 132,907 shares; 2025Q3: 123,611 shares; 2025Q4: 127,211 shares; 2026Q1: 721,102 shares 721,102 $54.2M 3.59% +593,891 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: 788,748 shares; 2024Q4: 686,952 shares; 2025Q1: 676,551 shares; 2025Q2: 674,338 shares; 2025Q3: 647,979 shares; 2025Q4: 596,889 shares; 2026Q1: 282,750 shares 282,750 $49.3M 3.27% -314,139 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: 254,404 shares; 2024Q4: 239,639 shares; 2025Q1: 227,893 shares; 2025Q2: 221,868 shares; 2025Q3: 222,438 shares; 2025Q4: 219,416 shares; 2026Q1: 128,333 shares 128,333 $47.5M 3.15% -91,083 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,287 shares; 2024Q4: 912,119 shares; 2025Q1: 780,866 shares; 2025Q2: 1,021,520 shares; 2025Q3: 777,571 shares; 2025Q4: 802,428 shares; 2026Q1: 911,142 shares 911,142 $45.4M 3.02% +108,714 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: 411,421 shares; 2024Q4: 337,745 shares; 2025Q1: 323,477 shares; 2025Q2: 322,923 shares; 2025Q3: 332,450 shares; 2025Q4: 336,586 shares; 2026Q1: 205,274 shares 205,274 $42.8M 2.84% -131,312 Timeline ZHOG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,000 shares; 2024Q4: 578,173 shares; 2025Q1: 590,591 shares; 2025Q2: 553,373 shares; 2025Q3: 487,001 shares; 2025Q4: 620,294 shares; 2026Q1: 637,227 shares 637,227 $32.7M 2.17% +16,933 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: 108,871 shares; 2024Q4: 89,180 shares; 2025Q1: 86,981 shares; 2025Q2: 88,861 shares; 2025Q3: 86,814 shares; 2025Q4: 85,652 shares; 2026Q1: 55,228 shares 55,228 $31.6M 2.1% -30,424 Timeline ZTRE RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401,756 shares; 2024Q4: 2,908,341 shares; 2025Q1: 2,906,171 shares; 2025Q2: 2,983,863 shares; 2025Q3: 536,293 shares; 2025Q4: 549,310 shares; 2026Q1: 519,228 shares 519,228 $26.3M 1.75% -30,082 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: 107,412 shares; 2024Q4: 91,285 shares; 2025Q1: 93,030 shares; 2025Q2: 90,087 shares; 2025Q3: 88,580 shares; 2025Q4: 82,647 shares; 2026Q1: 51,608 shares 51,608 $25.8M 1.71% -31,039 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: 45,181 shares; 2024Q4: 37,502 shares; 2025Q1: 36,808 shares; 2025Q2: 36,860 shares; 2025Q3: 38,388 shares; 2025Q4: 37,498 shares; 2026Q1: 24,253 shares 24,253 $22.3M 1.48% -13,245 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: 108,967 shares; 2024Q4: 173,282 shares; 2025Q1: 170,702 shares; 2025Q2: 170,958 shares; 2025Q3: 179,579 shares; 2025Q4: 175,043 shares; 2026Q1: 127,813 shares 127,813 $20.5M 1.36% -47,230 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: 97,620 shares; 2024Q4: 87,755 shares; 2025Q1: 87,364 shares; 2025Q2: 84,005 shares; 2025Q3: 82,938 shares; 2025Q4: 84,811 shares; 2026Q1: 60,890 shares 60,890 $20M 1.33% -23,921 Timeline ZTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324,743 shares; 2024Q4: 1,068,309 shares; 2025Q1: 1,107,634 shares; 2025Q2: 1,207,463 shares; 2025Q3: 382,162 shares; 2025Q4: 369,853 shares; 2026Q1: 367,330 shares 367,330 $18.5M 1.23% -2,523 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: 37,608 shares; 2024Q4: 29,091 shares; 2025Q1: 28,627 shares; 2025Q2: 28,725 shares; 2025Q3: 28,565 shares; 2025Q4: 27,693 shares; 2026Q1: 25,481 shares 25,481 $17.4M 1.15% -2,212 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: 142,435 shares; 2024Q4: 116,928 shares; 2025Q1: 117,603 shares; 2025Q2: 117,797 shares; 2025Q3: 116,224 shares; 2025Q4: 112,577 shares; 2026Q1: 56,335 shares 56,335 $17M 1.13% -56,242 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: 18,815 shares; 2024Q4: 20,426 shares; 2025Q1: 17,200 shares; 2025Q2: 33,124 shares; 2025Q3: 32,774 shares; 2025Q4: 38,850 shares; 2026Q1: 35,373 shares 35,373 $16.3M 1.08% -3,477 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: 72,633 shares; 2024Q4: 66,643 shares; 2025Q1: 75,350 shares; 2025Q2: 76,038 shares; 2025Q3: 74,938 shares; 2025Q4: 75,878 shares; 2026Q1: 70,279 shares 70,279 $15.9M 1.05% -5,599 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: 28,558 shares; 2024Q4: 26,714 shares; 2025Q1: 24,631 shares; 2025Q2: 22,626 shares; 2025Q3: 22,457 shares; 2025Q4: 21,815 shares; 2026Q1: 15,084 shares 15,084 $15M 1% -6,731 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,178 shares; 2025Q2: 27,311 shares; 2025Q3: 27,215 shares; 2025Q4: 26,546 shares; 2026Q1: 26,493 shares 26,493 $14.9M 0.99% -53 Timeline ZTOP RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335,944 shares; 2025Q4: 371,314 shares; 2026Q1: 282,035 shares 282,035 $14.5M 0.96% -89,279 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,820 shares; 2024Q4: 28,958 shares; 2025Q1: 28,958 shares; 2025Q2: 28,361 shares; 2025Q3: 30,486 shares; 2025Q4: 147,712 shares; 2026Q1: 134,180 shares 134,180 $14M 0.93% -13,532 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,387 shares; 2024Q4: 59,760 shares; 2025Q1: 59,449 shares; 2025Q2: 59,419 shares; 2025Q3: 58,894 shares; 2025Q4: 57,701 shares; 2026Q1: 56,752 shares 56,752 $13.6M 0.9% -949 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,453 shares; 2024Q4: 7,003 shares; 2025Q1: 6,599 shares; 2025Q2: 6,688 shares; 2025Q3: 6,543 shares; 2025Q4: 22,813 shares; 2026Q1: 17,384 shares 17,384 $13.4M 0.89% -5,429 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,433 shares; 2024Q4: 27,061 shares; 2025Q1: 26,649 shares; 2025Q2: 26,249 shares; 2025Q3: 26,077 shares; 2025Q4: 25,493 shares; 2026Q1: 25,674 shares 25,674 $13.4M 0.89% +181 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,727 shares; 2024Q4: 62,704 shares; 2025Q1: 60,314 shares; 2025Q2: 39,982 shares; 2025Q3: 38,887 shares; 2025Q4: 37,982 shares; 2026Q1: 37,917 shares 37,917 $12.4M 0.82% -65 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: 102,162 shares; 2024Q4: 124,828 shares; 2025Q1: 113,652 shares; 2025Q2: 112,773 shares; 2025Q3: 109,979 shares; 2025Q4: 103,988 shares; 2026Q1: 41,375 shares 41,375 $12.2M 0.81% -62,613 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: 76,836 shares; 2024Q4: 56,134 shares; 2025Q1: 55,903 shares; 2025Q2: 55,557 shares; 2025Q3: 53,336 shares; 2025Q4: 64,533 shares; 2026Q1: 52,473 shares 52,473 $12.1M 0.8% -12,060 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: 31,564 shares; 2024Q4: 39,159 shares; 2025Q1: 37,485 shares; 2025Q2: 21,893 shares; 2025Q3: 21,720 shares; 2025Q4: 20,167 shares; 2026Q1: 16,856 shares 16,856 $11.9M 0.79% -3,311 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: 34,395 shares; 2024Q4: 25,444 shares; 2025Q1: 25,375 shares; 2025Q2: 25,163 shares; 2025Q3: 28,931 shares; 2025Q4: 28,309 shares; 2026Q1: 26,935 shares 26,935 $11.6M 0.77% -1,374 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: 35,218 shares; 2024Q4: 37,823 shares; 2025Q1: 35,699 shares; 2025Q2: 36,674 shares; 2025Q3: 31,913 shares; 2025Q4: 54,209 shares; 2026Q1: 31,920 shares 31,920 $11.4M 0.76% -22,289 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: 33,544 shares; 2024Q4: 38,240 shares; 2025Q1: 39,682 shares; 2025Q2: 39,701 shares; 2025Q3: 42,798 shares; 2025Q4: 42,974 shares; 2026Q1: 36,261 shares 36,261 $10.4M 0.69% -6,713 Timeline JEPI 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: 14,795 shares; 2024Q4: 205,580 shares; 2025Q1: 201,615 shares; 2025Q2: 199,895 shares; 2025Q3: 183,345 shares; 2025Q4: 183,170 shares; 2026Q1: 182,825 shares 182,825 $10.4M 0.69% -345 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,989 shares; 2024Q4: 78,179 shares; 2025Q1: 77,804 shares; 2025Q2: 77,379 shares; 2025Q3: 77,479 shares; 2025Q4: 75,566 shares; 2026Q1: 77,262 shares 77,262 $9.85M 0.65% +1,696 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: 10,514 shares; 2024Q4: 7,654 shares; 2025Q1: 7,599 shares; 2025Q2: 109,678 shares; 2025Q3: 109,643 shares; 2025Q4: 107,409 shares; 2026Q1: 106,505 shares 106,505 $9.83M 0.65% -904 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,490 shares; 2024Q4: 101,214 shares; 2025Q1: 100,352 shares; 2025Q2: 98,513 shares; 2025Q3: 97,731 shares; 2025Q4: 95,710 shares; 2026Q1: 94,271 shares 94,271 $9.7M 0.64% -1,439 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: 91,866 shares; 2024Q4: 105,437 shares; 2025Q1: 101,929 shares; 2025Q2: 102,393 shares; 2025Q3: 99,092 shares; 2025Q4: 70,755 shares; 2026Q1: 39,117 shares 39,117 $9.56M 0.63% -31,638 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,821 shares 25,821 $9.27M 0.62% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,046 shares; 2025Q3: 2,323 shares; 2025Q4: 2,323 shares; 2026Q1: 74,938 shares 74,938 $9.2M 0.61% +72,615 Timeline ZTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,865 shares; 2024Q4: 2,907,887 shares; 2025Q1: 2,540,071 shares; 2025Q2: 2,546,143 shares; 2025Q3: 240,060 shares; 2025Q4: 224,349 shares; 2026Q1: 180,936 shares 180,936 $9.12M 0.61% -43,413 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: 63,369 shares; 2024Q4: 76,748 shares; 2025Q1: 75,375 shares; 2025Q2: 71,019 shares; 2025Q3: 69,868 shares; 2025Q4: 68,964 shares; 2026Q1: 42,374 shares 42,374 $8.77M 0.58% -26,590 Timeline COGT COGENT BIOSCIENCES INC More: the full row for COGENT BIOSCIENCES 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: 120,011 shares; 2025Q3: 220,168 shares; 2025Q4: 235,804 shares; 2026Q1: 226,142 shares 226,142 $8.7M 0.58% -9,662 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,757 shares; 2024Q4: 71,394 shares; 2025Q1: 71,351 shares; 2025Q2: 71,102 shares; 2025Q3: 70,562 shares; 2025Q4: 67,502 shares; 2026Q1: 66,421 shares 66,421 $8.7M 0.58% -1,081 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: 119,111 shares; 2024Q4: 136,529 shares; 2025Q1: 131,370 shares; 2025Q2: 50,359 shares; 2025Q3: 49,912 shares; 2025Q4: 49,691 shares; 2026Q1: 48,728 shares 48,728 $8.27M 0.55% -963 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,970 shares; 2024Q4: 126,787 shares; 2025Q1: 119,614 shares; 2025Q2: 283,726 shares; 2025Q3: 187,583 shares; 2025Q4: 157,566 shares; 2026Q1: 256,275 shares 256,275 $8.2M 0.54% +98,709 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: 8,910 shares; 2024Q4: 14,830 shares; 2025Q1: 15,057 shares; 2025Q2: 16,561 shares; 2025Q3: 14,863 shares; 2025Q4: 15,004 shares; 2026Q1: 11,979 shares 11,979 $7.79M 0.52% -3,025 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: 70,037 shares; 2024Q4: 73,272 shares; 2025Q1: 73,260 shares; 2025Q2: 79,080 shares; 2025Q3: 72,199 shares; 2025Q4: 72,029 shares; 2026Q1: 59,455 shares 59,455 $7.39M 0.49% -12,574 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,814 shares; 2026Q1: 60,290 shares 60,290 $7.21M 0.48% +476 Timeline LIVN LIVANOVA PLC More: the full row for LIVANOVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,031 shares; 2025Q1: 61,642 shares; 2025Q2: 74,606 shares; 2025Q3: 77,915 shares; 2025Q4: 114,458 shares; 2026Q1: 112,524 shares 112,524 $7.15M 0.47% -1,934 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,011 shares; 2024Q4: 243,263 shares; 2025Q1: 259,005 shares; 2025Q2: 262,083 shares; 2025Q3: 269,660 shares; 2025Q4: 255,815 shares; 2026Q1: 81,319 shares 81,319 $6.31M 0.42% -174,496 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: 88,657 shares; 2024Q4: 100,520 shares; 2025Q1: 102,331 shares; 2025Q2: 94,968 shares; 2025Q3: 92,107 shares; 2025Q4: 89,472 shares; 2026Q1: 31,957 shares 31,957 $6.16M 0.41% -57,515 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,597 shares; 2024Q4: 52,973 shares; 2025Q1: 52,362 shares; 2025Q2: 52,241 shares; 2025Q3: 76,353 shares; 2025Q4: 68,083 shares; 2026Q1: 51,821 shares 51,821 $5.96M 0.4% -16,262 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,759 shares; 2024Q4: 11,700 shares; 2025Q1: 11,617 shares; 2025Q2: 9,678 shares; 2025Q3: 9,505 shares; 2025Q4: 9,523 shares; 2026Q1: 9,290 shares 9,290 $5.61M 0.37% -233 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: 24,869 shares; 2024Q4: 37,458 shares; 2025Q1: 37,021 shares; 2025Q2: 36,957 shares; 2025Q3: 53,347 shares; 2025Q4: 60,843 shares; 2026Q1: 37,458 shares 37,458 $5.51M 0.37% -23,385 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: 24,644 shares; 2024Q4: 36,066 shares; 2025Q1: 35,982 shares; 2025Q2: 34,882 shares; 2025Q3: 34,383 shares; 2025Q4: 34,287 shares; 2026Q1: 34,186 shares 34,186 $5.46M 0.36% -101 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: 52,145 shares; 2024Q4: 59,371 shares; 2025Q1: 59,398 shares; 2025Q2: 66,624 shares; 2025Q3: 65,774 shares; 2025Q4: 63,662 shares; 2026Q1: 24,829 shares 24,829 $5.4M 0.36% -38,833 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: 19,122 shares; 2024Q4: 24,868 shares; 2025Q1: 24,612 shares; 2025Q2: 21,352 shares; 2025Q3: 21,250 shares; 2025Q4: 21,124 shares; 2026Q1: 21,017 shares 21,017 $5.1M 0.34% -107 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,362 shares; 2024Q4: 136,922 shares; 2025Q1: 133,664 shares; 2025Q2: 134,093 shares; 2025Q3: 134,731 shares; 2025Q4: 134,731 shares; 2026Q1: 134,431 shares 134,431 $5.09M 0.34% -300 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,943 shares; 2024Q4: 20,375 shares; 2025Q1: 20,312 shares; 2025Q2: 19,929 shares; 2025Q3: 19,781 shares; 2025Q4: 19,010 shares; 2026Q1: 19,056 shares 19,056 $5.07M 0.34% +46 Timeline SYRE SPYRE THERAPEUTICS INC More: the full row for SPYRE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,806 shares; 2025Q1: 51,844 shares; 2025Q2: 52,546 shares; 2025Q3: 54,893 shares; 2025Q4: 103,718 shares; 2026Q1: 99,460 shares 99,460 $5.02M 0.33% -4,258 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,628 shares; 2025Q2: 39,099 shares; 2025Q3: 47,204 shares; 2025Q4: 58,567 shares; 2026Q1: 54,180 shares 54,180 $5M 0.33% -4,387 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,404 shares; 2025Q1: 2,547 shares; 2025Q2: 2,580 shares; 2025Q3: 5,474 shares; 2025Q4: 7,600 shares; 2026Q1: 8,384 shares 8,384 $4.97M 0.33% +784 Timeline TVTX TRAVERE THERAPEUTICS INC More: the full row for TRAVERE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111,158 shares; 2025Q1: 147,465 shares; 2025Q2: 187,734 shares; 2025Q3: 196,074 shares; 2025Q4: 168,416 shares; 2026Q1: 164,990 shares 164,990 $4.9M 0.33% -3,426 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,466 shares; 2024Q4: 28,573 shares; 2025Q1: 28,249 shares; 2025Q2: 28,212 shares; 2025Q3: 28,228 shares; 2025Q4: 28,193 shares; 2026Q1: 28,100 shares 28,100 $4.75M 0.32% -93 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,657 shares; 2025Q3: 20,758 shares; 2025Q4: 10,245 shares; 2026Q1: 10,013 shares 10,013 $4.74M 0.31% -232 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,556 shares; 2025Q3: 29,806 shares; 2025Q4: 53,088 shares; 2026Q1: 50,911 shares 50,911 $4.7M 0.31% -2,177 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,054 shares; 2024Q4: 31,503 shares; 2025Q1: 31,503 shares; 2025Q2: 39,403 shares; 2025Q3: 39,403 shares; 2025Q4: 39,922 shares; 2026Q1: 39,922 shares 39,922 $4.58M 0.3% 0 Timeline KALV KALVISTA PHARMACEUTICALS INC More: the full row for KALVISTA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,097 shares; 2025Q2: 182,262 shares; 2025Q3: 199,204 shares; 2025Q4: 236,690 shares; 2026Q1: 226,991 shares 226,991 $4.57M 0.3% -9,699 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: 154,264 shares; 2024Q4: 163,487 shares; 2025Q1: 154,891 shares; 2025Q2: 104,068 shares; 2025Q3: 100,053 shares; 2025Q4: 97,160 shares; 2026Q1: 36,430 shares 36,430 $4.53M 0.3% -60,730 Timeline NKTR NEKTAR THERAPEUTICS More: the full row for NEKTAR THERAPEUTICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,088 shares; 2025Q4: 58,123 shares; 2026Q1: 61,104 shares 61,104 $4.4M 0.29% +2,981 Timeline ZMUN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,328 shares; 2026Q1: 87,437 shares 87,437 $4.38M 0.29% -6,891 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97,198 shares; 2025Q1: 103,318 shares; 2025Q2: 81,064 shares; 2025Q3: 49,298 shares; 2025Q4: 51,172 shares; 2026Q1: 54,599 shares 54,599 $4.05M 0.27% +3,427 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,462 shares; 2024Q4: 50,888 shares; 2025Q1: 51,867 shares; 2025Q2: 53,328 shares; 2025Q3: 56,912 shares; 2025Q4: 65,539 shares; 2026Q1: 40,086 shares 40,086 $3.98M 0.26% -25,453 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: 110,971 shares; 2024Q4: 130,318 shares; 2025Q1: 124,966 shares; 2025Q2: 42,922 shares; 2025Q3: 42,743 shares; 2025Q4: 42,577 shares; 2026Q1: 42,472 shares 42,472 $3.94M 0.26% -105 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: 19,748 shares; 2024Q4: 26,236 shares; 2025Q1: 28,615 shares; 2025Q2: 27,266 shares; 2025Q3: 26,930 shares; 2025Q4: 26,143 shares; 2026Q1: 19,180 shares 19,180 $3.72M 0.25% -6,963 Timeline SVRA SAVARA INC More: the full row for SAVARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,343 shares; 2025Q1: 223,016 shares; 2025Q2: 314,846 shares; 2025Q3: 433,713 shares; 2025Q4: 678,813 shares; 2026Q1: 651,024 shares 651,024 $3.55M 0.24% -27,789 Timeline HYTR NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 166,190 shares 166,190 $3.54M 0.23% new Timeline UFIV RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,185 shares; 2025Q1: 7,636 shares; 2025Q2: 46,543 shares; 2025Q3: 32,830 shares; 2025Q4: 18,657 shares; 2026Q1: 72,381 shares 72,381 $3.53M 0.23% +53,724 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,611 shares; 2025Q2: 4,381 shares; 2025Q3: 4,333 shares; 2025Q4: 4,252 shares; 2026Q1: 3,381 shares 3,381 $3.25M 0.22% -871 Timeline RBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197,898 shares; 2025Q3: 153,733 shares; 2025Q4: 192,419 shares; 2026Q1: 63,646 shares 63,646 $3.19M 0.21% -128,773 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: 102,821 shares; 2024Q4: 92,073 shares; 2025Q1: 86,270 shares; 2025Q2: 88,410 shares; 2025Q3: 86,968 shares; 2025Q4: 84,196 shares; 2026Q1: 19,202 shares 19,202 $3.16M 0.21% -64,994 Timeline VTWO 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: 28,825 shares; 2025Q4: 28,825 shares; 2026Q1: 31,371 shares 31,371 $3.14M 0.21% +2,546 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: 23,613 shares; 2024Q4: 27,801 shares; 2025Q1: 26,526 shares; 2025Q2: 27,147 shares; 2025Q3: 26,868 shares; 2025Q4: 9,015 shares; 2026Q1: 9,344 shares 9,344 $3.07M 0.2% +329 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: 58,414 shares; 2024Q4: 65,964 shares; 2025Q1: 57,064 shares; 2025Q2: 59,050 shares; 2025Q3: 58,087 shares; 2025Q4: 46,362 shares; 2026Q1: 13,751 shares 13,751 $2.86M 0.19% -32,611 Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241,483 shares; 2026Q1: 231,602 shares 231,602 $2.76M 0.18% -9,881 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,570 shares; 2024Q4: 43,261 shares; 2025Q1: 43,322 shares; 2025Q2: 43,322 shares; 2025Q3: 43,255 shares; 2025Q4: 173,400 shares; 2026Q1: 27,169 shares 27,169 $2.7M 0.18% -146,231 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: 61,678 shares; 2024Q4: 62,397 shares; 2025Q1: 61,708 shares; 2025Q2: 75,464 shares; 2025Q3: 77,930 shares; 2025Q4: 71,828 shares; 2026Q1: 18,137 shares 18,137 $2.62M 0.17% -53,691 Timeline ICUI ICU MED INC More: the full row for ICU MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,401 shares; 2024Q4: 26,624 shares; 2025Q1: 25,809 shares; 2025Q2: 25,958 shares; 2025Q3: 34,911 shares; 2025Q4: 46,519 shares; 2026Q1: 20,266 shares 20,266 $2.62M 0.17% -26,253 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: 61,938 shares; 2024Q4: 66,784 shares; 2025Q1: 66,506 shares; 2025Q2: 70,235 shares; 2025Q3: 55,279 shares; 2025Q4: 52,981 shares; 2026Q1: 10,369 shares 10,369 $2.51M 0.17% -42,612 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,041 shares; 2024Q4: 35,154 shares; 2025Q1: 34,759 shares; 2025Q2: 34,766 shares; 2025Q3: 34,749 shares; 2025Q4: 34,714 shares; 2026Q1: 34,567 shares 34,567 $2.47M 0.16% -147 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,033 shares; 2024Q4: 109,680 shares; 2025Q1: 106,393 shares; 2025Q2: 101,502 shares; 2025Q3: 99,831 shares; 2025Q4: 96,361 shares; 2026Q1: 27,407 shares 27,407 $2.37M 0.16% -68,954 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: 74,366 shares; 2024Q4: 108,153 shares; 2025Q1: 103,842 shares; 2025Q2: 92,862 shares; 2025Q3: 89,726 shares; 2025Q4: 85,917 shares; 2026Q1: 48,515 shares 48,515 $2.37M 0.16% -37,402 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: 49,291 shares; 2024Q4: 22,184 shares; 2025Q1: 21,889 shares; 2025Q2: 21,450 shares; 2025Q3: 20,187 shares; 2025Q4: 11,950 shares; 2026Q1: 7,967 shares 7,967 $2.29M 0.15% -3,983 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,878 shares; 2024Q4: 91,764 shares; 2025Q1: 86,651 shares; 2025Q2: 75,239 shares; 2025Q3: 74,065 shares; 2025Q4: 71,673 shares; 2026Q1: 16,611 shares 16,611 $2.25M 0.15% -55,062 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME 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: 32,216 shares; 2025Q3: 39,495 shares; 2025Q4: 41,132 shares; 2026Q1: 13,268 shares 13,268 $2.24M 0.15% -27,864 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: 28,909 shares; 2024Q4: 45,844 shares; 2025Q1: 30,369 shares; 2025Q2: 29,821 shares; 2025Q3: 29,510 shares; 2025Q4: 28,776 shares; 2026Q1: 6,003 shares 6,003 $2.23M 0.15% -22,773 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,599 shares; 2025Q3: 148,194 shares; 2025Q4: 146,740 shares; 2026Q1: 44,315 shares 44,315 $2.22M 0.15% -102,425 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: not reported; 2024Q4: not reported; 2025Q1: 597 shares; 2025Q2: 3,142 shares; 2025Q3: 3,580 shares; 2025Q4: 3,744 shares; 2026Q1: 3,762 shares 3,762 $2.17M 0.14% +18 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,017 shares; 2024Q4: 31,866 shares; 2025Q1: 30,599 shares; 2025Q2: 114,161 shares; 2025Q3: 112,665 shares; 2025Q4: 91,543 shares; 2026Q1: 19,241 shares 19,241 $2.16M 0.14% -72,302 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,156 shares; 2024Q4: 94,051 shares; 2025Q1: 110,017 shares; 2025Q2: 116,489 shares; 2025Q3: 112,536 shares; 2025Q4: 296,956 shares; 2026Q1: 76,170 shares 76,170 $2.14M 0.14% -220,786 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,418 shares; 2024Q4: 112,347 shares; 2025Q1: 109,169 shares; 2025Q2: 113,001 shares; 2025Q3: 55,132 shares; 2025Q4: 52,873 shares; 2026Q1: 29,607 shares 29,607 $2.09M 0.14% -23,266 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT 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: 21,973 shares; 2025Q3: 29,687 shares; 2025Q4: 65,894 shares; 2026Q1: 51,152 shares 51,152 $2.06M 0.14% -14,742 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS 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: 29,588 shares 29,588 $1.95M 0.13% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,865 shares; 2024Q4: 65,814 shares; 2025Q1: 29,236 shares; 2025Q2: 8,979 shares; 2025Q3: 11,764 shares; 2025Q4: 29,424 shares; 2026Q1: 7,146 shares 7,146 $1.93M 0.13% -22,278 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,355 shares; 2024Q4: 13,342 shares; 2025Q1: 17,127 shares; 2025Q2: 70,206 shares; 2025Q3: 52,733 shares; 2025Q4: 50,790 shares; 2026Q1: 9,679 shares 9,679 $1.91M 0.13% -41,111 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: 108,670 shares; 2024Q4: 129,952 shares; 2025Q1: 126,324 shares; 2025Q2: 132,000 shares; 2025Q3: 180,328 shares; 2025Q4: 233,269 shares; 2026Q1: 37,680 shares 37,680 $1.89M 0.13% -195,589 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: 30,408 shares; 2024Q4: 32,296 shares; 2025Q1: 32,807 shares; 2025Q2: 62,274 shares; 2025Q3: 59,144 shares; 2025Q4: 50,479 shares; 2026Q1: 40,205 shares 40,205 $1.87M 0.12% -10,274 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,902 shares; 2024Q4: 120,438 shares; 2025Q1: 133,056 shares; 2025Q2: 136,785 shares; 2025Q3: 133,557 shares; 2025Q4: 129,017 shares; 2026Q1: 28,882 shares 28,882 $1.85M 0.12% -100,135 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: 59,809 shares; 2025Q2: 59,086 shares; 2025Q3: 57,385 shares; 2025Q4: 62,484 shares; 2026Q1: 8,457 shares 8,457 $1.81M 0.12% -54,027 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,527 shares; 2024Q4: 7,666 shares; 2025Q1: 7,365 shares; 2025Q2: 7,754 shares; 2025Q3: 7,608 shares; 2025Q4: 7,292 shares; 2026Q1: 5,029 shares 5,029 $1.79M 0.12% -2,263 Timeline PVLA PALVELLA THERAPEUTICS INC NE More: the full row for PALVELLA THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is 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: 13,839 shares 13,839 $1.73M 0.11% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,769 shares; 2024Q4: 46,709 shares; 2025Q1: 39,537 shares; 2025Q2: 11,432 shares; 2025Q3: 11,433 shares; 2025Q4: 11,259 shares; 2026Q1: 11,076 shares 11,076 $1.72M 0.11% -183 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: 13,593 shares; 2024Q4: 17,411 shares; 2025Q1: 17,163 shares; 2025Q2: 17,521 shares; 2025Q3: 17,293 shares; 2025Q4: 17,292 shares; 2026Q1: 4,820 shares 4,820 $1.7M 0.11% -12,472 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: 18,727 shares; 2024Q4: 18,825 shares; 2025Q1: 18,881 shares; 2025Q2: 9,289 shares; 2025Q3: 3,355 shares; 2025Q4: 3,354 shares; 2026Q1: 2,833 shares 2,833 $1.69M 0.11% -521 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,684 shares; 2025Q1: 17,123 shares; 2025Q2: 18,926 shares; 2025Q3: 18,696 shares; 2025Q4: 18,606 shares; 2026Q1: 18,768 shares 18,768 $1.68M 0.11% +162 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: 26,161 shares; 2024Q4: 28,384 shares; 2025Q1: 26,746 shares; 2025Q2: 27,115 shares; 2025Q3: 22,567 shares; 2025Q4: 18,229 shares; 2026Q1: 3,049 shares 3,049 $1.67M 0.11% -15,180 Timeline CBLL CERIBELL INC More: the full row for CERIBELL 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: 20,350 shares; 2025Q3: 77,525 shares; 2025Q4: 92,131 shares; 2026Q1: 88,354 shares 88,354 $1.62M 0.11% -3,777 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,164 shares; 2024Q4: 44,283 shares; 2025Q1: 44,012 shares; 2025Q2: 50,607 shares; 2025Q3: 50,730 shares; 2025Q4: 64,070 shares; 2026Q1: 18,112 shares 18,112 $1.59M 0.11% -45,958 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,163 shares; 2025Q1: 77,676 shares; 2025Q2: 78,725 shares; 2025Q3: 54,040 shares; 2025Q4: 50,049 shares; 2026Q1: 47,993 shares 47,993 $1.59M 0.11% -2,056 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,061 shares; 2024Q4: 3,184 shares; 2025Q1: 3,400 shares; 2025Q2: 4,113 shares; 2025Q3: 2,876 shares; 2025Q4: 2,886 shares; 2026Q1: 3,291 shares 3,291 $1.58M 0.1% +405 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: 13,226 shares; 2025Q4: 12,637 shares; 2026Q1: 6,779 shares 6,779 $1.56M 0.1% -5,858 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: 31,569 shares; 2026Q1: 16,568 shares 16,568 $1.54M 0.1% -15,001 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,933 shares; 2024Q4: 77,933 shares; 2025Q1: 77,933 shares; 2025Q2: 77,933 shares; 2025Q3: 77,933 shares; 2025Q4: 77,933 shares; 2026Q1: 77,933 shares 77,933 $1.5M 0.1% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,396 shares; 2024Q4: 44,527 shares; 2025Q1: 42,695 shares; 2025Q2: 45,255 shares; 2025Q3: 44,102 shares; 2025Q4: 36,185 shares; 2026Q1: 18,668 shares 18,668 $1.49M 0.1% -17,517 Timeline CRVS CORVUS PHARMACEUTICALS INC More: the full row for CORVUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,029 shares 100,029 $1.46M 0.1% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,226 shares; 2024Q4: 4,367 shares; 2025Q1: 4,399 shares; 2025Q2: 5,256 shares; 2025Q3: 5,377 shares; 2025Q4: 10,833 shares; 2026Q1: 10,833 shares 10,833 $1.44M 0.1% 0 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: 4,034 shares; 2025Q3: 5,543 shares; 2025Q4: 5,299 shares; 2026Q1: 2,889 shares 2,889 $1.43M 0.1% -2,410 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,991 shares; 2025Q2: 14,245 shares; 2025Q3: 14,848 shares; 2025Q4: 17,546 shares; 2026Q1: 16,587 shares 16,587 $1.43M 0.09% -959 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,055 shares; 2024Q4: 49,451 shares; 2025Q1: 47,186 shares; 2025Q2: 54,443 shares; 2025Q3: 40,197 shares; 2025Q4: 39,154 shares; 2026Q1: 6,587 shares 6,587 $1.43M 0.09% -32,567 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,516 shares; 2024Q4: 96,385 shares; 2025Q1: 92,456 shares; 2025Q2: 94,767 shares; 2025Q3: 86,484 shares; 2025Q4: 38,743 shares; 2026Q1: 23,403 shares 23,403 $1.38M 0.09% -15,340 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,793 shares; 2025Q1: 26,153 shares; 2025Q2: 23,561 shares; 2025Q3: 11,067 shares; 2025Q4: 13,241 shares; 2026Q1: 8,230 shares 8,230 $1.35M 0.09% -5,011 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: 515,148 shares; 2024Q4: 521,173 shares; 2025Q1: 522,814 shares; 2025Q2: 130,650 shares; 2025Q3: 127,259 shares; 2025Q4: 126,022 shares; 2026Q1: 17,678 shares 17,678 $1.34M 0.09% -108,344 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,006 shares; 2024Q4: 11,278 shares; 2025Q1: 10,852 shares; 2025Q2: 15,759 shares; 2025Q3: 15,596 shares; 2025Q4: 14,891 shares; 2026Q1: 10,387 shares 10,387 $1.34M 0.09% -4,504 Timeline BLLN BILLIONTOONE INC More: the full row for BILLIONTOONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,908 shares 16,908 $1.33M 0.09% new Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG 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: 16,388 shares; 2026Q1: 55,155 shares 55,155 $1.33M 0.09% +38,767 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 1,872 shares; 2025Q1: 2,672 shares; 2025Q2: 3,645 shares; 2025Q3: 2,821 shares; 2025Q4: 2,802 shares; 2026Q1: 1,981 shares 1,981 $1.31M 0.09% -821 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,173 shares; 2024Q4: 5,173 shares; 2025Q1: 5,173 shares; 2025Q2: 5,173 shares; 2025Q3: 5,173 shares; 2025Q4: 5,173 shares; 2026Q1: 5,173 shares 5,173 $1.3M 0.09% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,387 shares; 2024Q4: 21,146 shares; 2025Q1: 20,133 shares; 2025Q2: 21,389 shares; 2025Q3: 20,859 shares; 2025Q4: 19,904 shares; 2026Q1: 10,685 shares 10,685 $1.3M 0.09% -9,219 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,217 shares; 2024Q4: 67,816 shares; 2025Q1: 67,448 shares; 2025Q2: 71,222 shares; 2025Q3: 69,421 shares; 2025Q4: 66,570 shares; 2026Q1: 32,982 shares 32,982 $1.29M 0.09% -33,588 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 11,232 shares; 2025Q1: 10,775 shares; 2025Q2: 11,126 shares; 2025Q3: 29,970 shares; 2025Q4: 29,646 shares; 2026Q1: 6,525 shares 6,525 $1.28M 0.08% -23,121 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,154 shares; 2025Q2: 60,708 shares; 2025Q3: 59,444 shares; 2025Q4: 71,295 shares; 2026Q1: 37,061 shares 37,061 $1.28M 0.08% -34,234 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,896 shares; 2025Q1: 10,896 shares; 2025Q2: 10,896 shares; 2025Q3: 12,200 shares; 2025Q4: 12,100 shares; 2026Q1: 12,100 shares 12,100 $1.27M 0.08% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 5,677 shares; 2025Q1: 5,824 shares; 2025Q2: 5,065 shares; 2025Q3: 4,835 shares; 2025Q4: 4,835 shares; 2026Q1: 14,835 shares 14,835 $1.26M 0.08% +10,000 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,388 shares; 2024Q4: 18,168 shares; 2025Q1: 18,168 shares; 2025Q2: 18,168 shares; 2025Q3: 18,168 shares; 2025Q4: 13,885 shares; 2026Q1: 13,885 shares 13,885 $1.26M 0.08% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,828 shares; 2024Q4: 247,675 shares; 2025Q1: 241,329 shares; 2025Q2: 244,964 shares; 2025Q3: 241,229 shares; 2025Q4: 234,910 shares; 2026Q1: 32,330 shares 32,330 $1.23M 0.08% -202,580 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,765 shares; 2025Q1: 5,678 shares; 2025Q2: 4,929 shares; 2025Q3: 5,343 shares; 2025Q4: 5,459 shares; 2026Q1: 5,720 shares 5,720 $1.22M 0.08% +261 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,725 shares; 2024Q4: 6,847 shares; 2025Q1: 6,569 shares; 2025Q2: 6,963 shares; 2025Q3: 6,790 shares; 2025Q4: 6,469 shares; 2026Q1: 3,334 shares 3,334 $1.21M 0.08% -3,135 Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 207,543 shares 207,543 $1.2M 0.08% new Timeline WVE WAVE LIFE SCIENCES LTD More: the full row for WAVE LIFE SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 226,034 shares; 2025Q1: 240,418 shares; 2025Q2: 243,677 shares; 2025Q3: 318,087 shares; 2025Q4: 395,894 shares; 2026Q1: 164,921 shares 164,921 $1.2M 0.08% -230,973 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,762 shares 18,762 $1.16M 0.08% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,128 shares; 2024Q4: 23,437 shares; 2025Q1: 22,406 shares; 2025Q2: 23,606 shares; 2025Q3: 23,106 shares; 2025Q4: 22,020 shares; 2026Q1: 11,275 shares 11,275 $1.15M 0.08% -10,745 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,736 shares; 2024Q4: 13,124 shares; 2025Q1: 12,178 shares; 2025Q2: 10,470 shares; 2025Q3: 10,300 shares; 2025Q4: 101,050 shares; 2026Q1: 11,881 shares 11,881 $1.14M 0.08% -89,169 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 10,088 shares; 2025Q1: 11,483 shares; 2025Q2: 12,532 shares; 2025Q3: 13,331 shares; 2025Q4: 13,927 shares; 2026Q1: 14,747 shares 14,747 $1.14M 0.08% +820 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,053 shares; 2024Q4: 46,093 shares; 2025Q1: 44,202 shares; 2025Q2: 46,892 shares; 2025Q3: 45,720 shares; 2025Q4: 43,558 shares; 2026Q1: 22,464 shares 22,464 $1.14M 0.08% -21,094 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,456 shares; 2024Q4: 44,015 shares; 2025Q1: 35,260 shares; 2025Q2: 43,167 shares; 2025Q3: 43,050 shares; 2025Q4: 46,386 shares; 2026Q1: 12,096 shares 12,096 $1.14M 0.08% -34,290 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares; 2025Q3: 31,000 shares; 2025Q4: 8,500 shares; 2026Q1: 8,325 shares 8,325 $1.12M 0.07% -175 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,321 shares; 2024Q4: 6,702 shares; 2025Q1: 6,417 shares; 2025Q2: 26,335 shares; 2025Q3: 26,008 shares; 2025Q4: 25,038 shares; 2026Q1: 5,601 shares 5,601 $1.11M 0.07% -19,437 Timeline TTI TETRA TECHNOLOGIES INC DEL More: the full row for TETRA TECHNOLOGIES INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,220 shares; 2026Q1: 129,798 shares 129,798 $1.11M 0.07% +27,578 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,063 shares; 2024Q4: 27,278 shares; 2025Q1: 24,319 shares; 2025Q2: 35,452 shares; 2025Q3: 34,958 shares; 2025Q4: 33,894 shares; 2026Q1: 4,520 shares 4,520 $1.1M 0.07% -29,374 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,732 shares; 2024Q4: 71,117 shares; 2025Q1: 75,122 shares; 2025Q2: 80,054 shares; 2025Q3: 78,321 shares; 2025Q4: 74,712 shares; 2026Q1: 38,197 shares 38,197 $1.1M 0.07% -36,515 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,963 shares; 2024Q4: 77,447 shares; 2025Q1: 51,462 shares; 2025Q2: 57,972 shares; 2025Q3: 57,563 shares; 2025Q4: 58,176 shares; 2026Q1: 4,812 shares 4,812 $1.04M 0.07% -53,364 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 4,818 shares; 2025Q1: 4,748 shares; 2025Q2: 4,878 shares; 2025Q3: 4,891 shares; 2025Q4: 4,891 shares; 2026Q1: 4,906 shares 4,906 $1.01M 0.07% +15 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,314 shares; 2024Q4: 9,994 shares; 2025Q1: 9,453 shares; 2025Q2: 10,375 shares; 2025Q3: 9,767 shares; 2025Q4: 9,611 shares; 2026Q1: 1,371 shares 1,371 $999K 0.07% -8,240 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,734 shares; 2025Q3: 9,437 shares; 2025Q4: 9,013 shares; 2026Q1: 4,692 shares 4,692 $985K 0.07% -4,321 Timeline SLNO SOLENO THERAPEUTICS INC More: the full row for SOLENO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,794 shares; 2025Q1: 50,767 shares; 2025Q2: 39,541 shares; 2025Q3: 55,730 shares; 2025Q4: 29,871 shares; 2026Q1: 29,351 shares 29,351 $983K 0.07% -520 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: 23,270 shares; 2024Q4: 27,691 shares; 2025Q1: 26,516 shares; 2025Q2: 28,025 shares; 2025Q3: 27,442 shares; 2025Q4: 26,213 shares; 2026Q1: 14,226 shares 14,226 $939K 0.06% -11,987 Timeline HNGE HINGE HEALTH INC More: the full row for HINGE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,206 shares 24,206 $933K 0.06% new Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO 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: 99,980 shares; 2025Q4: 95,501 shares; 2026Q1: 49,750 shares 49,750 $920K 0.06% -45,751 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,625 shares; 2025Q1: 7,596 shares; 2025Q2: 7,610 shares; 2025Q3: 7,610 shares; 2025Q4: 7,610 shares; 2026Q1: 7,610 shares 7,610 $903K 0.06% 0 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,326 shares; 2024Q4: 28,575 shares; 2025Q1: 34,913 shares; 2025Q2: 35,479 shares; 2025Q3: 45,401 shares; 2025Q4: 44,189 shares; 2026Q1: 4,801 shares 4,801 $889K 0.06% -39,388 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: 57,780 shares; 2024Q4: 65,131 shares; 2025Q1: 34,887 shares; 2025Q2: 19,075 shares; 2025Q3: 18,094 shares; 2025Q4: 35,504 shares; 2026Q1: 4,321 shares 4,321 $879K 0.06% -31,183 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,346 shares; 2025Q2: 7,950 shares; 2025Q3: 7,789 shares; 2025Q4: 8,264 shares; 2026Q1: 4,256 shares 4,256 $877K 0.06% -4,008 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,436 shares; 2024Q4: 45,514 shares; 2025Q1: 44,879 shares; 2025Q2: 47,769 shares; 2025Q3: 46,486 shares; 2025Q4: 44,287 shares; 2026Q1: 15,860 shares 15,860 $875K 0.06% -28,427 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: not reported; 2025Q4: 2,448 shares; 2026Q1: 1,243 shares 1,243 $874K 0.06% -1,205 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,781 shares; 2025Q2: 51,277 shares; 2025Q3: 50,114 shares; 2025Q4: 47,884 shares; 2026Q1: 24,375 shares 24,375 $870K 0.06% -23,509 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,320 shares; 2024Q4: 13,472 shares; 2025Q1: 13,337 shares; 2025Q2: 21,549 shares; 2025Q3: 21,319 shares; 2025Q4: 20,355 shares; 2026Q1: 10,674 shares 10,674 $868K 0.06% -9,681 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,198 shares 9,198 $861K 0.06% new Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE 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: 17,850 shares 17,850 $848K 0.06% new Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 123,305 shares; 2025Q1: 171,620 shares; 2025Q2: 173,945 shares; 2025Q3: 126,691 shares; 2025Q4: 80,695 shares; 2026Q1: 77,386 shares 77,386 $842K 0.06% -3,309 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: 7,378 shares; 2024Q4: 39,105 shares; 2025Q1: 28,585 shares; 2025Q2: 5,101 shares; 2025Q3: 5,100 shares; 2025Q4: 5,323 shares; 2026Q1: 4,658 shares 4,658 $839K 0.06% -665 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 11,200 shares; 2025Q1: 12,000 shares; 2025Q2: 11,600 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares; 2026Q1: 11,600 shares 11,600 $839K 0.06% +800 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,342 shares; 2025Q1: 57,797 shares; 2025Q2: 58,579 shares; 2025Q3: 36,841 shares; 2025Q4: 15,548 shares; 2026Q1: 14,899 shares 14,899 $833K 0.06% -649 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: 5,306 shares; 2026Q1: 6,083 shares 6,083 $824K 0.05% +777 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,016 shares; 2024Q4: 55,995 shares; 2025Q1: 53,493 shares; 2025Q2: 56,933 shares; 2025Q3: 55,715 shares; 2025Q4: 53,075 shares; 2026Q1: 38,877 shares 38,877 $822K 0.05% -14,198 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: 5,524 shares; 2025Q3: 5,565 shares; 2025Q4: 5,311 shares; 2026Q1: 2,767 shares 2,767 $817K 0.05% -2,544 Timeline LMRI LUMEXA IMAGING HOLDINGS INC More: the full row for LUMEXA IMAGING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,977 shares 94,977 $817K 0.05% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,480 shares; 2024Q4: 28,542 shares; 2025Q1: 29,340 shares; 2025Q2: 31,092 shares; 2025Q3: 21,966 shares; 2025Q4: 20,992 shares; 2026Q1: 11,181 shares 11,181 $803K 0.05% -9,811 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,229 shares; 2024Q4: 15,926 shares; 2025Q1: 15,784 shares; 2025Q2: 15,785 shares; 2025Q3: 15,371 shares; 2025Q4: 15,243 shares; 2026Q1: 14,879 shares 14,879 $802K 0.05% -364 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,381 shares; 2025Q1: 22,866 shares; 2025Q2: 22,695 shares; 2025Q3: 24,061 shares; 2025Q4: 24,416 shares; 2026Q1: 15,053 shares 15,053 $801K 0.05% -9,363 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: 17,589 shares; 2024Q4: 19,045 shares; 2025Q1: 21,777 shares; 2025Q2: 22,105 shares; 2025Q3: 21,803 shares; 2025Q4: 20,998 shares; 2026Q1: 2,598 shares 2,598 $786K 0.05% -18,400 Timeline SPMD 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: 12,305 shares; 2024Q4: 13,264 shares; 2025Q1: 13,143 shares; 2025Q2: 13,143 shares; 2025Q3: 12,812 shares; 2025Q4: 13,257 shares; 2026Q1: 13,136 shares 13,136 $779K 0.05% -121 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,672 shares; 2024Q4: 43,671 shares; 2025Q1: 43,671 shares; 2025Q2: 43,671 shares; 2025Q3: 41,610 shares; 2025Q4: 16,064 shares; 2026Q1: 16,064 shares 16,064 $777K 0.05% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,031 shares; 2024Q4: 113,223 shares; 2025Q1: 110,921 shares; 2025Q2: 112,940 shares; 2025Q3: 110,336 shares; 2025Q4: 106,966 shares; 2026Q1: 15,091 shares 15,091 $776K 0.05% -91,875 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,686 shares; 2024Q4: 34,686 shares; 2025Q1: 34,686 shares; 2025Q2: 34,686 shares; 2025Q3: 34,686 shares; 2025Q4: 34,686 shares; 2026Q1: 34,686 shares 34,686 $775K 0.05% 0 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: 27,040 shares; 2024Q4: 28,201 shares; 2025Q1: 28,767 shares; 2025Q2: 27,245 shares; 2025Q3: 33,990 shares; 2025Q4: 35,675 shares; 2026Q1: 6,422 shares 6,422 $773K 0.05% -29,253 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: 60,651 shares; 2026Q1: 31,528 shares 31,528 $766K 0.05% -29,123 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,503 shares; 2025Q2: 12,411 shares; 2025Q3: 12,153 shares; 2025Q4: 11,610 shares; 2026Q1: 6,028 shares 6,028 $764K 0.05% -5,582 Timeline EE EXCELERATE ENERGY INC More: the full row for EXCELERATE 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: 17,885 shares; 2026Q1: 22,712 shares 22,712 $759K 0.05% +4,827 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,272 shares; 2026Q1: 13,027 shares 13,027 $736K 0.05% +2,755 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO 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: 32,505 shares; 2026Q1: 50,473 shares 50,473 $718K 0.05% +17,968 Timeline KRRO KORRO BIO INC More: the full row for KORRO BIO 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: 55,245 shares; 2025Q4: 65,548 shares; 2026Q1: 62,855 shares 62,855 $712K 0.05% -2,693 Timeline MBB 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: 3,082 shares; 2025Q1: 3,575 shares; 2025Q2: 42,520 shares; 2025Q3: 7,173 shares; 2025Q4: 7,476 shares; 2026Q1: 7,424 shares 7,424 $705K 0.05% -52 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,427 shares; 2024Q4: 8,766 shares; 2025Q1: 8,671 shares; 2025Q2: 8,671 shares; 2025Q3: 8,671 shares; 2025Q4: 8,671 shares; 2026Q1: 8,671 shares 8,671 $687K 0.05% 0 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS 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: 16,341 shares; 2026Q1: 9,021 shares 9,021 $683K 0.05% -7,320 Timeline AVAH AVEANNA HEALTHCARE HLDGS INC More: the full row for AVEANNA HEALTHCARE 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: 110,293 shares; 2026Q1: 105,779 shares 105,779 $681K 0.05% -4,514 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,417 shares; 2024Q4: 32,336 shares; 2025Q1: 32,240 shares; 2025Q2: 32,091 shares; 2025Q3: 31,895 shares; 2025Q4: 31,885 shares; 2026Q1: 31,778 shares 31,778 $678K 0.05% -107 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,273 shares; 2024Q4: 19,192 shares; 2025Q1: 18,149 shares; 2025Q2: 9,979 shares; 2025Q3: 9,445 shares; 2025Q4: 9,013 shares; 2026Q1: 4,610 shares 4,610 $674K 0.04% -4,403 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,457 shares; 2024Q4: 56,316 shares; 2025Q1: 55,138 shares; 2025Q2: 55,797 shares; 2025Q3: 53,018 shares; 2025Q4: 48,839 shares; 2026Q1: 6,919 shares 6,919 $667K 0.04% -41,920 Timeline CDNL CARDINAL INFRASTRUCTURE GROU More: the full row for CARDINAL INFRASTRUCTURE GROU Quarterly shares; oldest to newest; scale is 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: 16,576 shares 16,576 $657K 0.04% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,730 shares; 2025Q1: 7,610 shares; 2025Q2: 7,610 shares; 2025Q3: 7,730 shares; 2025Q4: 7,730 shares; 2026Q1: 7,610 shares 7,610 $619K 0.04% -120 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,870 shares; 2025Q3: 15,257 shares; 2025Q4: 18,430 shares; 2026Q1: 2,032 shares 2,032 $614K 0.04% -16,398 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,970 shares; 2024Q4: 229,086 shares; 2025Q1: 14,748 shares; 2025Q2: 13,994 shares; 2025Q3: 13,720 shares; 2025Q4: 13,720 shares; 2026Q1: 13,314 shares 13,314 $612K 0.04% -406 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,467 shares; 2025Q3: 3,185 shares; 2025Q4: 3,810 shares; 2026Q1: 4,151 shares 4,151 $609K 0.04% +341 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,211 shares; 2025Q1: 28,272 shares; 2025Q2: 28,272 shares; 2025Q3: 23,064 shares; 2025Q4: 25,575 shares; 2026Q1: 11,491 shares 11,491 $604K 0.04% -14,084 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: 15,063 shares; 2024Q4: 12,669 shares; 2025Q1: 8,710 shares; 2025Q2: 8,841 shares; 2025Q3: 8,881 shares; 2025Q4: 8,639 shares; 2026Q1: 1,229 shares 1,229 $596K 0.04% -7,410 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: 42,463 shares; 2024Q4: 30,915 shares; 2025Q1: 29,293 shares; 2025Q2: 29,298 shares; 2025Q3: 9,764 shares; 2025Q4: 9,484 shares; 2026Q1: 1,321 shares 1,321 $590K 0.04% -8,163 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: 5,684 shares; 2024Q4: 7,928 shares; 2025Q1: 9,328 shares; 2025Q2: 9,324 shares; 2025Q3: 8,888 shares; 2025Q4: 9,009 shares; 2026Q1: 1,889 shares 1,889 $587K 0.04% -7,120 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,470 shares; 2026Q1: 17,099 shares 17,099 $579K 0.04% +3,629 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,716 shares; 2024Q4: 52,233 shares; 2025Q1: 51,476 shares; 2025Q2: 42,453 shares; 2025Q3: 42,136 shares; 2025Q4: 49,665 shares; 2026Q1: 4,819 shares 4,819 $576K 0.04% -44,846 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,465 shares; 2026Q1: 3,117 shares 3,117 $571K 0.04% +652 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,578 shares; 2025Q3: 1,551 shares; 2025Q4: 392 shares; 2026Q1: 385 shares 385 $567K 0.04% -7 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,342 shares; 2026Q1: 1,703 shares 1,703 $548K 0.04% +361 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,791 shares; 2026Q1: 2,683 shares 2,683 $530K 0.04% +892 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,505 shares; 2024Q4: 32,442 shares; 2025Q1: 32,368 shares; 2025Q2: 32,261 shares; 2025Q3: 32,117 shares; 2025Q4: 32,107 shares; 2026Q1: 32,026 shares 32,026 $526K 0.03% -81 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,090 shares; 2024Q4: 30,277 shares; 2025Q1: 29,763 shares; 2025Q2: 51,823 shares; 2025Q3: 47,889 shares; 2025Q4: 42,724 shares; 2026Q1: 1,968 shares 1,968 $522K 0.03% -40,756 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,784 shares; 2026Q1: 7,342 shares 7,342 $518K 0.03% +1,558 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,287 shares; 2024Q4: 9,145 shares; 2025Q1: 9,145 shares; 2025Q2: 7,316 shares; 2025Q3: 8,612 shares; 2025Q4: 5,999 shares; 2026Q1: 11,620 shares 11,620 $507K 0.03% +5,621 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,465 shares; 2024Q4: 13,465 shares; 2025Q1: 13,465 shares; 2025Q2: 13,465 shares; 2025Q3: 13,465 shares; 2025Q4: 13,465 shares; 2026Q1: 13,465 shares 13,465 $504K 0.03% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 1,922 shares; 2026Q1: 2,435 shares 2,435 $498K 0.03% +513 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,233 shares; 2026Q1: 9,171 shares 9,171 $496K 0.03% +1,938 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,499 shares; 2025Q4: 24,525 shares; 2026Q1: 1,976 shares 1,976 $495K 0.03% -22,549 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,159 shares; 2026Q1: 1,963 shares 1,963 $480K 0.03% +804 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: 2,062 shares; 2024Q4: 2,062 shares; 2025Q1: 2,062 shares; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares; 2025Q4: 1,862 shares; 2026Q1: 1,862 shares 1,862 $479K 0.03% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,830 shares; 2024Q4: 43,647 shares; 2025Q1: 43,852 shares; 2025Q2: 44,126 shares; 2025Q3: 43,844 shares; 2025Q4: 70,857 shares; 2026Q1: 3,411 shares 3,411 $474K 0.03% -67,446 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,168 shares; 2024Q4: 18,168 shares; 2025Q1: 18,168 shares; 2025Q2: 18,168 shares; 2025Q3: 11,461 shares; 2025Q4: 10,931 shares; 2026Q1: 8,456 shares 8,456 $467K 0.03% -2,475 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,098 shares; 2026Q1: 10,596 shares 10,596 $463K 0.03% +4,498 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: 3,126 shares; 2024Q4: 3,572 shares; 2025Q1: 3,572 shares; 2025Q2: 3,203 shares; 2025Q3: 3,203 shares; 2025Q4: 3,409 shares; 2026Q1: 2,778 shares 2,778 $459K 0.03% -631 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 953 shares; 2025Q1: 953 shares; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 1,083 shares; 2026Q1: 1,063 shares 1,063 $457K 0.03% -20 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,787 shares; 2024Q4: 9,681 shares; 2025Q1: 9,136 shares; 2025Q2: 759 shares; 2025Q3: 759 shares; 2025Q4: 759 shares; 2026Q1: 759 shares 759 $447K 0.03% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,758 shares; 2026Q1: 1,776 shares 1,776 $435K 0.03% -982 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 402 shares 402 $429K 0.03% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,340 shares; 2024Q4: 10,340 shares; 2025Q1: 10,340 shares; 2025Q2: 10,340 shares; 2025Q3: 10,340 shares; 2025Q4: 10,340 shares; 2026Q1: 10,340 shares 10,340 $426K 0.03% 0 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: 994 shares; 2024Q4: 994 shares; 2025Q1: 958 shares; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: 1,369 shares; 2026Q1: 996 shares 996 $425K 0.03% -373 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,016 shares; 2024Q4: 19,568 shares; 2025Q1: 29,984 shares; 2025Q2: 30,496 shares; 2025Q3: 30,017 shares; 2025Q4: 29,452 shares; 2026Q1: 3,074 shares 3,074 $420K 0.03% -26,378 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: 439 shares; 2025Q1: 425 shares; 2025Q2: 417 shares; 2025Q3: 401 shares; 2025Q4: 380 shares; 2026Q1: 362 shares 362 $415K 0.03% -18 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: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,458 shares; 2025Q4: 1,458 shares; 2026Q1: 1,458 shares 1,458 $414K 0.03% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,575 shares; 2025Q3: 1,740 shares; 2025Q4: 1,740 shares; 2026Q1: 1,740 shares 1,740 $414K 0.03% 0 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: 3,966 shares; 2024Q4: 3,763 shares; 2025Q1: 3,695 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,223 shares; 2026Q1: 1,197 shares 1,197 $404K 0.03% -26 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: 6,636 shares; 2024Q4: 23,886 shares; 2025Q1: 17,805 shares; 2025Q2: 17,893 shares; 2025Q3: 17,496 shares; 2025Q4: 21,367 shares; 2026Q1: 2,161 shares 2,161 $403K 0.03% -19,206 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,486 shares 5,486 $400K 0.03% new Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,346 shares; 2024Q4: 15,037 shares; 2025Q1: 14,323 shares; 2025Q2: 14,143 shares; 2025Q3: 13,974 shares; 2025Q4: 6,622 shares; 2026Q1: 1,138 shares 1,138 $400K 0.03% -5,484 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,299 shares; 2024Q4: 52,883 shares; 2025Q1: 52,245 shares; 2025Q2: 52,507 shares; 2025Q3: 51,476 shares; 2025Q4: 46,130 shares; 2026Q1: 2,001 shares 2,001 $399K 0.03% -44,129 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,461 shares; 2024Q4: 3,461 shares; 2025Q1: 19,790 shares; 2025Q2: 3,461 shares; 2025Q3: 3,461 shares; 2025Q4: 3,461 shares; 2026Q1: 3,401 shares 3,401 $394K 0.03% -60 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,660 shares; 2025Q1: 68,753 shares; 2025Q2: 48,449 shares; 2025Q3: 50,582 shares; 2025Q4: 224,005 shares; 2026Q1: 17,599 shares 17,599 $392K 0.03% -206,406 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,958 shares 1,958 $390K 0.03% new 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: 466 shares; 2024Q4: 497 shares; 2025Q1: 506 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 96 shares; 2026Q1: 91 shares 91 $383K 0.03% -5 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,943 shares; 2024Q4: 38,606 shares; 2025Q1: 37,262 shares; 2025Q2: 46,954 shares; 2025Q3: 36,464 shares; 2025Q4: 24,184 shares; 2026Q1: 1,571 shares 1,571 $382K 0.03% -22,613 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,840 shares; 2025Q4: 2,182 shares; 2026Q1: 2,995 shares 2,995 $378K 0.03% +813 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,951 shares; 2025Q1: 1,951 shares; 2025Q2: 1,974 shares; 2025Q3: 20,074 shares; 2025Q4: 21,920 shares; 2026Q1: 1,753 shares 1,753 $372K 0.02% -20,167 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,505 shares; 2025Q3: 1,857 shares; 2025Q4: 2,110 shares; 2026Q1: 2,281 shares 2,281 $369K 0.02% +171 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 2,604 shares; 2025Q1: 1,897 shares; 2025Q2: 2,040 shares; 2025Q3: not reported; 2025Q4: 1,109 shares; 2026Q1: 1,075 shares 1,075 $367K 0.02% -34 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: 84,188 shares; 2025Q2: 85,596 shares; 2025Q3: 83,923 shares; 2025Q4: 59,961 shares; 2026Q1: 3,216 shares 3,216 $365K 0.02% -56,745 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,589 shares; 2024Q4: 11,182 shares; 2025Q1: 11,138 shares; 2025Q2: 11,146 shares; 2025Q3: 11,090 shares; 2025Q4: 10,052 shares; 2026Q1: 3,732 shares 3,732 $360K 0.02% -6,320 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,161 shares; 2024Q4: 44,010 shares; 2025Q1: 41,587 shares; 2025Q2: 23,055 shares; 2025Q3: 22,651 shares; 2025Q4: 22,122 shares; 2026Q1: 875 shares 875 $354K 0.02% -21,247 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,113 shares; 2025Q4: 3,786 shares; 2026Q1: 4,316 shares 4,316 $354K 0.02% +530 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,468 shares; 2024Q4: 18,907 shares; 2025Q1: 17,835 shares; 2025Q2: 18,081 shares; 2025Q3: 17,813 shares; 2025Q4: 3,337 shares; 2026Q1: 1,721 shares 1,721 $350K 0.02% -1,616 Timeline MATW MATTHEWS INTL CORP More: the full row for MATTHEWS INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,642 shares; 2026Q1: 13,503 shares 13,503 $349K 0.02% +2,861 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 7,316 shares; 2025Q1: 7,090 shares; 2025Q2: 7,138 shares; 2025Q3: 6,738 shares; 2025Q4: 3,375 shares; 2026Q1: 2,632 shares 2,632 $345K 0.02% -743 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,021 shares; 2025Q3: 1,255 shares; 2025Q4: 2,822 shares; 2026Q1: 3,110 shares 3,110 $339K 0.02% +288 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,929 shares; 2024Q4: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,929 shares; 2025Q3: 1,929 shares; 2025Q4: 1,632 shares; 2026Q1: 600 shares 600 $338K 0.02% -1,032 Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR 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: 82,400 shares; 2026Q1: 104,624 shares 104,624 $337K 0.02% +22,224 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 5,496 shares; 2026Q1: 6,966 shares 6,966 $336K 0.02% +1,470 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,635 shares; 2024Q4: 113,567 shares; 2025Q1: 106,971 shares; 2025Q2: 108,531 shares; 2025Q3: 106,021 shares; 2025Q4: 9,074 shares; 2026Q1: 9,074 shares 9,074 $336K 0.02% 0 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,252 shares 4,252 $331K 0.02% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,398 shares; 2024Q4: 43,596 shares; 2025Q1: 43,205 shares; 2025Q2: 44,021 shares; 2025Q3: 43,647 shares; 2025Q4: 42,568 shares; 2026Q1: 1,645 shares 1,645 $331K 0.02% -40,923 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: 321,812 shares; 2024Q4: 381,187 shares; 2025Q1: 372,563 shares; 2025Q2: 367,849 shares; 2025Q3: 359,642 shares; 2025Q4: 349,683 shares; 2026Q1: 5,009 shares 5,009 $322K 0.02% -344,674 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,626 shares; 2024Q4: not reported; 2025Q1: 2,626 shares; 2025Q2: 2,626 shares; 2025Q3: 2,626 shares; 2025Q4: 2,626 shares; 2026Q1: 2,506 shares 2,506 $320K 0.02% -120 Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,495 shares; 2025Q1: 108,773 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,919 shares; 2026Q1: 43,071 shares 43,071 $320K 0.02% -1,848 Timeline IEF 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: 3,356 shares; 2025Q1: 3,332 shares; 2025Q2: 3,332 shares; 2025Q3: 3,332 shares; 2025Q4: 3,332 shares; 2026Q1: 3,332 shares 3,332 $318K 0.02% 0 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: 390 shares; 2025Q3: 361 shares; 2025Q4: 361 shares; 2026Q1: 361 shares 361 $315K 0.02% 0 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: 89,857 shares; 2024Q4: 29,769 shares; 2025Q1: 29,888 shares; 2025Q2: 33,531 shares; 2025Q3: 34,595 shares; 2025Q4: 34,089 shares; 2026Q1: 1,119 shares 1,119 $315K 0.02% -32,970 Timeline UTRE RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,093 shares; 2025Q1: 5,093 shares; 2025Q2: 5,193 shares; 2025Q3: 6,209 shares; 2025Q4: 6,209 shares; 2026Q1: 6,352 shares 6,352 $314K 0.02% +143 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: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares 2,050 $313K 0.02% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77 shares; 2025Q1: 92 shares; 2025Q2: 72 shares; 2025Q3: 74 shares; 2025Q4: 86 shares; 2026Q1: 91 shares 91 $307K 0.02% +5 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: 266 shares; 2026Q1: 230 shares 230 $304K 0.02% -36 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: not reported; 2025Q3: not reported; 2025Q4: 2,083 shares; 2026Q1: 4,372 shares 4,372 $303K 0.02% +2,289 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: 2,535 shares; 2024Q4: 2,451 shares; 2025Q1: 2,449 shares; 2025Q2: 2,162 shares; 2025Q3: 2,163 shares; 2025Q4: 2,163 shares; 2026Q1: 2,163 shares 2,163 $301K 0.02% 0 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: 1,680 shares; 2024Q4: 1,680 shares; 2025Q1: 1,673 shares; 2025Q2: 1,659 shares; 2025Q3: 1,659 shares; 2025Q4: 1,645 shares; 2026Q1: 1,644 shares 1,644 $300K 0.02% -1 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: 55,395 shares; 2024Q4: 22,101 shares; 2025Q1: 14,122 shares; 2025Q2: 14,168 shares; 2025Q3: 13,972 shares; 2025Q4: 11,259 shares; 2026Q1: 564 shares 564 $293K 0.02% -10,695 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,082 shares; 2025Q1: 8,021 shares; 2025Q2: 8,243 shares; 2025Q3: 8,035 shares; 2025Q4: 8,035 shares; 2026Q1: 5,037 shares 5,037 $289K 0.02% -2,998 Timeline SPTM 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: 4,158 shares; 2024Q4: 4,616 shares; 2025Q1: 5,051 shares; 2025Q2: 5,051 shares; 2025Q3: 3,582 shares; 2025Q4: 3,582 shares; 2026Q1: 3,582 shares 3,582 $283K 0.02% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,622 shares; 2024Q4: 7,972 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 887 shares; 2026Q1: 875 shares 875 $278K 0.02% -12 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,740 shares; 2025Q1: 1,770 shares; 2025Q2: 1,839 shares; 2025Q3: 1,882 shares; 2025Q4: 2,175 shares; 2026Q1: 1,634 shares 1,634 $276K 0.02% -541 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,891 shares; 2025Q3: 1,715 shares; 2025Q4: 954 shares; 2026Q1: 855 shares 855 $274K 0.02% -99 Timeline USVN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,894 shares; 2025Q1: 5,551 shares; 2025Q2: 5,766 shares; 2025Q3: 6,389 shares; 2025Q4: 5,869 shares; 2026Q1: 5,678 shares 5,678 $273K 0.02% -191 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,813 shares; 2024Q4: 47,828 shares; 2025Q1: 42,183 shares; 2025Q2: 40,241 shares; 2025Q3: 40,245 shares; 2025Q4: 31,875 shares; 2026Q1: 1,232 shares 1,232 $273K 0.02% -30,643 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,336 shares; 2026Q1: 1,477 shares 1,477 $270K 0.02% -5,859 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,106 shares; 2024Q4: not reported; 2025Q1: 4,546 shares; 2025Q2: 71,547 shares; 2025Q3: 5,674 shares; 2025Q4: 54,935 shares; 2026Q1: 5,545 shares 5,545 $268K 0.02% -49,390 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,375 shares; 2024Q4: 27,533 shares; 2025Q1: 32,428 shares; 2025Q2: 32,946 shares; 2025Q3: 32,540 shares; 2025Q4: 25,968 shares; 2026Q1: 775 shares 775 $268K 0.02% -25,193 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE 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: 12,180 shares 12,180 $267K 0.02% new 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: 41,038 shares; 2024Q4: 11,756 shares; 2025Q1: 1,575 shares; 2025Q2: 779 shares; 2025Q3: 784 shares; 2025Q4: 629 shares; 2026Q1: 188 shares 188 $256K 0.02% -441 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,315 shares; 2024Q4: 31,955 shares; 2025Q1: 31,274 shares; 2025Q2: 32,300 shares; 2025Q3: 32,035 shares; 2025Q4: 31,670 shares; 2026Q1: 1,005 shares 1,005 $252K 0.02% -30,665 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,892 shares; 2024Q4: 27,768 shares; 2025Q1: 40,165 shares; 2025Q2: 48,929 shares; 2025Q3: 49,975 shares; 2025Q4: 48,739 shares; 2026Q1: 1,829 shares 1,829 $248K 0.02% -46,910 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: 4,431 shares; 2024Q4: 4,335 shares; 2025Q1: 4,305 shares; 2025Q2: 1,185 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares; 2026Q1: 1,185 shares 1,185 $246K 0.02% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,494 shares; 2025Q1: 1,441 shares; 2025Q2: 1,390 shares; 2025Q3: 1,372 shares; 2025Q4: 1,372 shares; 2026Q1: 271 shares 271 $243K 0.02% -1,101 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,988 shares; 2024Q4: 65,150 shares; 2025Q1: 64,415 shares; 2025Q2: 64,629 shares; 2025Q3: 56,509 shares; 2025Q4: 55,201 shares; 2026Q1: 2,226 shares 2,226 $241K 0.02% -52,975 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,547 shares; 2024Q4: 75,765 shares; 2025Q1: 39,749 shares; 2025Q2: 3,443 shares; 2025Q3: 3,443 shares; 2025Q4: 3,443 shares; 2026Q1: 3,292 shares 3,292 $239K 0.02% -151 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: 3,142 shares; 2024Q4: 3,305 shares; 2025Q1: 3,493 shares; 2025Q2: 1,566 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 911 shares 911 $239K 0.02% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,479 shares; 2024Q4: 80,437 shares; 2025Q1: 81,791 shares; 2025Q2: 82,027 shares; 2025Q3: 81,357 shares; 2025Q4: 78,601 shares; 2026Q1: 2,083 shares 2,083 $231K 0.02% -76,518 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,726 shares 1,726 $228K 0.02% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,160 shares; 2025Q3: 15,584 shares; 2025Q4: 15,240 shares; 2026Q1: 807 shares 807 $227K 0.02% -14,433 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 896 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 863 shares; 2026Q1: 863 shares 863 $225K 0.01% 0 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,584 shares; 2024Q4: 65,450 shares; 2025Q1: 81,759 shares; 2025Q2: 106,281 shares; 2025Q3: 105,128 shares; 2025Q4: 101,709 shares; 2026Q1: 3,553 shares 3,553 $224K 0.01% -98,156 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,647 shares; 2025Q4: 4,651 shares; 2026Q1: 1,542 shares 1,542 $224K 0.01% -3,109 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 740 shares; 2025Q1: not reported; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: 740 shares 740 $224K 0.01% 0 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: 12,487 shares; 2024Q4: 3,524 shares; 2025Q1: 2,643 shares; 2025Q2: 2,630 shares; 2025Q3: 2,579 shares; 2025Q4: 2,639 shares; 2026Q1: 1,697 shares 1,697 $222K 0.01% -942 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: 2,862 shares; 2025Q3: 2,862 shares; 2025Q4: 2,897 shares; 2026Q1: 2,897 shares 2,897 $222K 0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,035 shares; 2025Q1: 62,869 shares; 2025Q2: 57,550 shares; 2025Q3: 57,040 shares; 2025Q4: 15,195 shares; 2026Q1: 1,505 shares 1,505 $221K 0.01% -13,690 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 38,712 shares; 2025Q1: 38,580 shares; 2025Q2: 47,440 shares; 2025Q3: 46,976 shares; 2025Q4: 45,246 shares; 2026Q1: 1,987 shares 1,987 $221K 0.01% -43,259 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 3,104 shares; 2025Q1: 3,104 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $220K 0.01% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,113 shares; 2024Q4: 53,761 shares; 2025Q1: 52,882 shares; 2025Q2: 52,382 shares; 2025Q3: 61,772 shares; 2025Q4: 73,611 shares; 2026Q1: 2,666 shares 2,666 $218K 0.01% -70,945 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,070 shares; 2025Q1: 12,070 shares; 2025Q2: 12,070 shares; 2025Q3: 12,070 shares; 2025Q4: 12,070 shares; 2026Q1: 12,070 shares 12,070 $215K 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,299 shares 2,299 $211K 0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,384 shares; 2025Q3: 15,155 shares; 2025Q4: 14,681 shares; 2026Q1: 762 shares 762 $207K 0.01% -13,919 Timeline PENNYMAC CORP PENNYMAC CORP More: the full row for PENNYMAC 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: 200,000 shares 200,000 $207K 0.01% new BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,085 shares; 2024Q4: 3,458 shares; 2025Q1: 19,602 shares; 2025Q2: 19,422 shares; 2025Q3: 18,303 shares; 2025Q4: 46,437 shares; 2026Q1: 3,268 shares 3,268 $205K 0.01% -43,169 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,782 shares; 2024Q4: 56,313 shares; 2025Q1: 57,074 shares; 2025Q2: 57,195 shares; 2025Q3: 56,050 shares; 2025Q4: 67,803 shares; 2026Q1: 2,865 shares 2,865 $205K 0.01% -64,938 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,221 shares; 2024Q4: 107,547 shares; 2025Q1: 106,392 shares; 2025Q2: 93,862 shares; 2025Q3: 93,086 shares; 2025Q4: 90,786 shares; 2026Q1: 3,074 shares 3,074 $201K 0.01% -87,712 Timeline PXLW PIXELWORKS INC More: the full row for PIXELWORKS 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: 29,333 shares; 2026Q1: 37,237 shares 37,237 $201K 0.01% +7,904 Timeline GREENBRIER COS INC GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,000 shares 29,000 $33.6K <0.01% new