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: 3,106,048 shares; 2024Q4: 2,972,148 shares; 2025Q1: 2,919,848 shares; 2025Q2: 3,018,848 shares; 2025Q3: 2,938,848 shares; 2025Q4: 2,922,698 shares; 2026Q1: 2,902,548 shares 2,902,548 $506M 5.69% -20,150 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: 1,934,521 shares; 2024Q4: 1,934,521 shares; 2025Q1: 1,851,021 shares; 2025Q2: 1,825,221 shares; 2025Q3: 1,767,571 shares; 2025Q4: 1,727,321 shares; 2026Q1: 1,700,771 shares 1,700,771 $432M 4.86% -26,550 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: 1,679,121 shares; 2024Q4: 1,658,121 shares; 2025Q1: 1,658,121 shares; 2025Q2: 1,658,121 shares; 2025Q3: 1,552,321 shares; 2025Q4: 1,478,271 shares; 2026Q1: 1,499,521 shares 1,499,521 $430M 4.84% +21,250 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: 1,114,968 shares; 2024Q4: 1,103,168 shares; 2025Q1: 1,089,768 shares; 2025Q2: 1,067,268 shares; 2025Q3: 1,050,968 shares; 2025Q4: 1,008,818 shares; 2026Q1: 972,568 shares 972,568 $360M 4.05% -36,250 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: 1,488,024 shares; 2024Q4: 1,414,024 shares; 2025Q1: 1,342,024 shares; 2025Q2: 1,342,024 shares; 2025Q3: 1,342,024 shares; 2025Q4: 1,331,024 shares; 2026Q1: 1,374,224 shares 1,374,224 $286M 3.22% +43,200 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,151,300 shares; 2025Q2: 3,216,300 shares; 2025Q3: 5,846,314 shares; 2025Q4: 5,846,314 shares; 2026Q1: 5,846,314 shares 5,846,314 $275M 3.1% 0 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: 1,037,145 shares; 2024Q4: 901,145 shares; 2025Q1: 877,445 shares; 2025Q2: 833,945 shares; 2025Q3: 798,445 shares; 2025Q4: 724,445 shares; 2026Q1: 750,095 shares 750,095 $232M 2.61% +25,650 Timeline 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: 1,611,770 shares; 2024Q4: 1,611,770 shares; 2025Q1: 2,793,770 shares; 2025Q2: 2,793,770 shares; 2025Q3: 4,538,370 shares; 2025Q4: 4,538,370 shares; 2026Q1: 4,538,370 shares 4,538,370 $192M 2.16% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,750,876 shares; 2024Q4: 5,798,857 shares; 2025Q1: 5,292,657 shares; 2025Q2: 2,253,600 shares; 2025Q3: 3,755,423 shares; 2025Q4: 4,096,000 shares; 2026Q1: 1,822,924 shares 1,822,924 $181M 2.04% -2,273,076 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438,360 shares; 2024Q4: 276,600 shares; 2025Q1: 276,600 shares; 2025Q2: 276,600 shares; 2025Q3: 276,600 shares; 2025Q4: 553,200 shares; 2026Q1: 2,683,330 shares 2,683,330 $164M 1.85% +2,130,130 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: 350,041 shares; 2024Q4: 329,541 shares; 2025Q1: 325,341 shares; 2025Q2: 325,341 shares; 2025Q3: 297,391 shares; 2025Q4: 291,441 shares; 2026Q1: 285,591 shares 285,591 $163M 1.84% -5,850 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,937,480 shares; 2024Q4: 1,937,480 shares; 2025Q1: 2,860,480 shares; 2025Q2: 2,860,480 shares; 2025Q3: 4,806,630 shares; 2025Q4: 4,806,630 shares; 2026Q1: 4,806,630 shares 4,806,630 $163M 1.84% 0 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: 592,425 shares; 2024Q4: 566,725 shares; 2025Q1: 566,725 shares; 2025Q2: 566,725 shares; 2025Q3: 541,725 shares; 2025Q4: 493,775 shares; 2026Q1: 519,225 shares 519,225 $153M 1.72% +25,450 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: 2,257,300 shares; 2024Q4: 2,257,300 shares; 2025Q1: 2,257,300 shares; 2025Q2: 2,257,300 shares; 2025Q3: 2,062,250 shares; 2025Q4: 3,823,850 shares; 2026Q1: 3,208,900 shares 3,208,900 $147M 1.66% -614,950 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,671,130 shares; 2026Q1: 1,671,130 shares 1,671,130 $127M 1.42% 0 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: 683,654 shares; 2024Q4: 683,654 shares; 2025Q1: 683,654 shares; 2025Q2: 683,654 shares; 2025Q3: 680,654 shares; 2025Q4: 663,004 shares; 2026Q1: 680,654 shares 680,654 $115M 1.3% +17,650 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: 254,500 shares; 2024Q4: 254,500 shares; 2025Q1: 254,500 shares; 2025Q2: 254,500 shares; 2025Q3: 254,500 shares; 2025Q4: 231,100 shares; 2026Q1: 237,000 shares 237,000 $114M 1.28% +5,900 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,420 shares; 2024Q4: 173,420 shares; 2025Q1: 173,420 shares; 2025Q2: 206,420 shares; 2025Q3: 288,325 shares; 2025Q4: 317,975 shares; 2026Q1: 328,475 shares 328,475 $111M 1.25% +10,500 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: 373,351 shares; 2024Q4: 345,051 shares; 2025Q1: 345,051 shares; 2025Q2: 345,051 shares; 2025Q3: 334,801 shares; 2025Q4: 332,951 shares; 2026Q1: 357,301 shares 357,301 $108M 1.21% +24,350 Timeline DFAE 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: 3,086,900 shares; 2024Q4: 3,086,900 shares; 2025Q1: 3,086,900 shares; 2025Q2: 3,086,900 shares; 2025Q3: 3,086,900 shares; 2025Q4: 3,086,900 shares; 2026Q1: 3,086,900 shares 3,086,900 $105M 1.18% 0 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: 231,200 shares; 2024Q4: 269,400 shares; 2025Q1: 269,400 shares; 2025Q2: 269,400 shares; 2025Q3: 269,400 shares; 2025Q4: 262,550 shares; 2026Q1: 269,400 shares 269,400 $100M 1.13% +6,850 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,055,715 shares; 2025Q4: 2,116,815 shares; 2026Q1: 2,116,815 shares 2,116,815 $98.5M 1.11% 0 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: 69,052 shares; 2024Q4: 86,552 shares; 2025Q1: 62,952 shares; 2025Q2: 68,252 shares; 2025Q3: 68,252 shares; 2025Q4: 58,652 shares; 2026Q1: 64,027 shares 64,027 $94.3M 1.06% +5,375 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 789,005 shares; 2024Q4: not reported; 2025Q1: 1,412,500 shares; 2025Q2: 1,412,500 shares; 2025Q3: 1,412,500 shares; 2025Q4: 1,729,400 shares; 2026Q1: 1,117,555 shares 1,117,555 $92.1M 1.04% -611,845 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,771 shares; 2024Q4: 176,071 shares; 2025Q1: 208,971 shares; 2025Q2: 215,971 shares; 2025Q3: 211,171 shares; 2025Q4: 220,421 shares; 2026Q1: 291,771 shares 291,771 $81.1M 0.91% +71,350 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: 494,560 shares; 2024Q4: 494,560 shares; 2025Q1: 494,560 shares; 2025Q2: 432,560 shares; 2025Q3: 434,060 shares; 2025Q4: 378,260 shares; 2026Q1: 318,210 shares 318,210 $77.8M 0.88% -60,050 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: 59,921 shares; 2024Q4: 59,921 shares; 2025Q1: 68,121 shares; 2025Q2: 70,621 shares; 2025Q3: 81,731 shares; 2025Q4: 60,681 shares; 2026Q1: 57,231 shares 57,231 $75.6M 0.85% -3,450 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: 883,576 shares; 2024Q4: 883,576 shares; 2025Q1: 789,576 shares; 2025Q2: 679,576 shares; 2025Q3: 679,576 shares; 2025Q4: 611,826 shares; 2026Q1: 608,176 shares 608,176 $75.6M 0.85% -3,650 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: 144,550 shares; 2024Q4: 144,550 shares; 2025Q1: 15,550 shares; 2025Q2: 15,550 shares; 2025Q3: 363,117 shares; 2025Q4: 352,367 shares; 2026Q1: 363,117 shares 363,117 $75.1M 0.85% +10,750 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: 96,600 shares; 2024Q4: 90,500 shares; 2025Q1: 90,500 shares; 2025Q2: 86,500 shares; 2025Q3: 86,500 shares; 2025Q4: 85,900 shares; 2026Q1: 81,150 shares 81,150 $74.6M 0.84% -4,750 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978,700 shares; 2024Q4: 978,700 shares; 2025Q1: 978,700 shares; 2025Q2: 978,700 shares; 2025Q3: 758,700 shares; 2025Q4: 758,700 shares; 2026Q1: 758,700 shares 758,700 $73.8M 0.83% 0 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: 252,100 shares; 2024Q4: 252,100 shares; 2025Q1: 252,100 shares; 2025Q2: 252,100 shares; 2025Q3: 252,100 shares; 2025Q4: 252,100 shares; 2026Q1: 168,500 shares 168,500 $72.5M 0.82% -83,600 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: 1,108,500 shares; 2024Q4: 1,108,500 shares; 2025Q1: 923,500 shares; 2025Q2: 923,500 shares; 2025Q3: 923,500 shares; 2025Q4: 923,500 shares; 2026Q1: 443,223 shares 443,223 $71.7M 0.81% -480,277 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: 222,500 shares; 2024Q4: 184,600 shares; 2025Q1: 194,600 shares; 2025Q2: 212,400 shares; 2025Q3: 212,400 shares; 2025Q4: 240,700 shares; 2026Q1: 263,250 shares 263,250 $71.2M 0.8% +22,550 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: 484,006 shares; 2024Q4: 420,806 shares; 2025Q1: 420,806 shares; 2025Q2: 420,806 shares; 2025Q3: 380,806 shares; 2025Q4: 418,406 shares; 2026Q1: 430,606 shares 430,606 $71.2M 0.8% +12,200 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: 284,000 shares; 2024Q4: 284,000 shares; 2025Q1: 284,000 shares; 2025Q2: 284,000 shares; 2025Q3: 284,000 shares; 2025Q4: 568,000 shares; 2026Q1: 568,000 shares 568,000 $61.9M 0.7% 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: 85,745 shares; 2024Q4: 131,745 shares; 2025Q1: 131,745 shares; 2025Q2: 131,745 shares; 2025Q3: 131,745 shares; 2025Q4: 152,345 shares; 2026Q1: 170,845 shares 170,845 $57.7M 0.65% +18,500 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: 397,537 shares; 2024Q4: 397,537 shares; 2025Q1: 397,537 shares; 2025Q2: 397,537 shares; 2025Q3: 397,537 shares; 2025Q4: 387,437 shares; 2026Q1: 397,537 shares 397,537 $57.4M 0.65% +10,100 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: 877,400 shares; 2024Q4: 877,400 shares; 2025Q1: 877,400 shares; 2025Q2: 726,400 shares; 2025Q3: 726,400 shares; 2025Q4: 707,950 shares; 2026Q1: 726,400 shares 726,400 $55.2M 0.62% +18,450 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: 655,250 shares; 2024Q4: 508,850 shares; 2025Q1: 406,350 shares; 2025Q2: 329,050 shares; 2025Q3: 329,050 shares; 2025Q4: 329,050 shares; 2026Q1: 329,050 shares 329,050 $54.2M 0.61% 0 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: 352,634 shares; 2024Q4: 352,634 shares; 2025Q1: 393,634 shares; 2025Q2: 393,634 shares; 2025Q3: 393,634 shares; 2025Q4: 384,034 shares; 2026Q1: 420,434 shares 420,434 $53.1M 0.6% +36,400 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: 187,850 shares; 2024Q4: 235,150 shares; 2025Q1: 235,150 shares; 2025Q2: 235,150 shares; 2025Q3: 235,150 shares; 2025Q4: 227,950 shares; 2026Q1: 209,150 shares 209,150 $50.7M 0.57% -18,800 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: 76,300 shares; 2024Q4: 88,600 shares; 2025Q1: 88,600 shares; 2025Q2: 88,600 shares; 2025Q3: 88,600 shares; 2025Q4: 97,700 shares; 2026Q1: 101,500 shares 101,500 $50.3M 0.57% +3,800 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: 212,119 shares; 2024Q4: 169,119 shares; 2025Q1: 169,119 shares; 2025Q2: 150,119 shares; 2025Q3: 140,119 shares; 2025Q4: 139,269 shares; 2026Q1: 140,119 shares 140,119 $50.1M 0.56% +850 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,355,000 shares; 2025Q2: 1,355,000 shares; 2025Q3: 1,355,000 shares; 2025Q4: 1,355,000 shares; 2026Q1: 1,355,000 shares 1,355,000 $49.9M 0.56% 0 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP 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: 90,000 shares; 2025Q4: 200,000 shares; 2026Q1: 571,450 shares 571,450 $49M 0.55% +371,450 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,300 shares; 2024Q4: 171,300 shares; 2025Q1: 171,300 shares; 2025Q2: 201,800 shares; 2025Q3: 201,800 shares; 2025Q4: 215,100 shares; 2026Q1: 217,300 shares 217,300 $46.6M 0.52% +2,200 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: 93,400 shares; 2024Q4: 93,400 shares; 2025Q1: 93,400 shares; 2025Q2: 93,400 shares; 2025Q3: 123,400 shares; 2025Q4: 135,100 shares; 2026Q1: 138,400 shares 138,400 $45.5M 0.51% +3,300 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: 64,100 shares; 2024Q4: 64,100 shares; 2025Q1: 64,100 shares; 2025Q2: 64,100 shares; 2025Q3: 64,100 shares; 2025Q4: 63,600 shares; 2026Q1: 64,100 shares 64,100 $45.4M 0.51% +500 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,472 shares; 2024Q4: 31,272 shares; 2025Q1: 39,972 shares; 2025Q2: 39,972 shares; 2025Q3: 39,972 shares; 2025Q4: 39,272 shares; 2026Q1: 39,972 shares 39,972 $43.7M 0.49% +700 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: 221,815 shares; 2024Q4: 221,815 shares; 2025Q1: 221,815 shares; 2025Q2: 221,815 shares; 2025Q3: 221,815 shares; 2025Q4: 220,115 shares; 2026Q1: 221,815 shares 221,815 $42.8M 0.48% +1,700 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: 136,200 shares; 2024Q4: 136,200 shares; 2025Q1: 136,200 shares; 2025Q2: 136,200 shares; 2025Q3: 136,200 shares; 2025Q4: 131,000 shares; 2026Q1: 136,200 shares 136,200 $42.3M 0.48% +5,200 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: 1,159,366 shares; 2024Q4: 1,159,366 shares; 2025Q1: 1,305,366 shares; 2025Q2: 1,305,366 shares; 2025Q3: 1,310,366 shares; 2025Q4: 829,816 shares; 2026Q1: 840,666 shares 840,666 $42.2M 0.47% +10,850 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,400 shares; 2024Q4: 206,400 shares; 2025Q1: 216,800 shares; 2025Q2: 216,800 shares; 2025Q3: 216,800 shares; 2025Q4: 211,300 shares; 2026Q1: 216,800 shares 216,800 $41.1M 0.46% +5,500 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: 77,900 shares; 2024Q4: 64,400 shares; 2025Q1: 64,400 shares; 2025Q2: 79,000 shares; 2025Q3: 83,200 shares; 2025Q4: 469,850 shares; 2026Q1: 392,800 shares 392,800 $41.1M 0.46% -77,050 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: 166,520 shares; 2025Q1: 166,520 shares; 2025Q2: 166,520 shares; 2025Q3: 153,020 shares; 2025Q4: 328,420 shares; 2026Q1: 334,020 shares 334,020 $41M 0.46% +5,600 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: 324,600 shares; 2024Q4: 257,200 shares; 2025Q1: 257,200 shares; 2025Q2: 257,200 shares; 2025Q3: 255,200 shares; 2025Q4: 251,850 shares; 2026Q1: 255,200 shares 255,200 $40.8M 0.46% +3,350 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: 276,300 shares; 2024Q4: 276,300 shares; 2025Q1: 276,300 shares; 2025Q2: 233,300 shares; 2025Q3: 233,300 shares; 2025Q4: 185,150 shares; 2026Q1: 186,650 shares 186,650 $40.6M 0.46% +1,500 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,600 shares; 2024Q4: 40,600 shares; 2025Q1: 40,600 shares; 2025Q2: 40,600 shares; 2025Q3: 103,600 shares; 2025Q4: 199,600 shares; 2026Q1: 202,500 shares 202,500 $40.2M 0.45% +2,900 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: not reported; 2024Q4: 52,900 shares; 2025Q1: 58,000 shares; 2025Q2: 42,200 shares; 2025Q3: 42,200 shares; 2025Q4: 53,900 shares; 2026Q1: 92,150 shares 92,150 $39.8M 0.45% +38,250 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,100 shares; 2024Q4: 73,100 shares; 2025Q1: 91,700 shares; 2025Q2: 114,900 shares; 2025Q3: 114,900 shares; 2025Q4: 112,550 shares; 2026Q1: 114,900 shares 114,900 $39.7M 0.45% +2,350 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,500 shares; 2024Q4: 227,700 shares; 2025Q1: 227,700 shares; 2025Q2: 227,700 shares; 2025Q3: 227,700 shares; 2025Q4: 221,900 shares; 2026Q1: 227,700 shares 227,700 $39.3M 0.44% +5,800 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,293 shares; 2024Q4: 168,293 shares; 2025Q1: 202,793 shares; 2025Q2: 220,293 shares; 2025Q3: 240,293 shares; 2025Q4: 146,643 shares; 2026Q1: 228,693 shares 228,693 $39.2M 0.44% +82,050 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,800 shares; 2024Q4: 265,300 shares; 2025Q1: 265,300 shares; 2025Q2: 265,300 shares; 2025Q3: 266,800 shares; 2025Q4: 245,600 shares; 2026Q1: 191,900 shares 191,900 $37.9M 0.43% -53,700 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: 605,564 shares; 2024Q4: 706,064 shares; 2025Q1: 706,064 shares; 2025Q2: 706,064 shares; 2025Q3: 706,064 shares; 2025Q4: 689,364 shares; 2026Q1: 476,184 shares 476,184 $37.9M 0.43% -213,180 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,067 shares; 2024Q4: 181,067 shares; 2025Q1: 181,067 shares; 2025Q2: 181,067 shares; 2025Q3: 151,367 shares; 2025Q4: 147,517 shares; 2026Q1: 133,267 shares 133,267 $37.8M 0.43% -14,250 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 577,000 shares; 2024Q4: 649,200 shares; 2025Q1: 649,200 shares; 2025Q2: 649,200 shares; 2025Q3: 773,003 shares; 2025Q4: 747,803 shares; 2026Q1: 773,003 shares 773,003 $37.7M 0.42% +25,200 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,000 shares; 2024Q4: 190,000 shares; 2025Q1: 296,500 shares; 2025Q2: 379,000 shares; 2025Q3: 379,000 shares; 2025Q4: 377,300 shares; 2026Q1: 399,000 shares 399,000 $36.9M 0.42% +21,700 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: 268,857 shares; 2024Q4: 218,857 shares; 2025Q1: 218,857 shares; 2025Q2: 184,857 shares; 2025Q3: 250,557 shares; 2025Q4: 276,357 shares; 2026Q1: 249,857 shares 249,857 $36.5M 0.41% -26,500 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,550 shares 93,550 $36.5M 0.41% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 71,600 shares; 2025Q3: 71,600 shares; 2025Q4: 71,000 shares; 2026Q1: 71,600 shares 71,600 $35.1M 0.4% +600 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: 539,147 shares; 2024Q4: 539,147 shares; 2025Q1: 539,147 shares; 2025Q2: 539,147 shares; 2025Q3: 539,147 shares; 2025Q4: 536,247 shares; 2026Q1: 668,847 shares 668,847 $34.4M 0.39% +132,600 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,840 shares; 2024Q4: 152,495 shares; 2025Q1: 152,495 shares; 2025Q2: 155,941 shares; 2025Q3: 170,441 shares; 2025Q4: 150,291 shares; 2026Q1: 290,491 shares 290,491 $34.3M 0.39% +140,200 Timeline VPL 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: 350,000 shares; 2024Q4: 350,000 shares; 2025Q1: 350,000 shares; 2025Q2: 350,000 shares; 2025Q3: 350,000 shares; 2025Q4: 350,000 shares; 2026Q1: 350,000 shares 350,000 $34.2M 0.38% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 571,550 shares; 2024Q4: 589,455 shares; 2025Q1: 194,755 shares; 2025Q2: 194,755 shares; 2025Q3: 137,580 shares; 2025Q4: 137,580 shares; 2026Q1: 137,580 shares 137,580 $34.1M 0.38% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404,230 shares; 2024Q4: 481,630 shares; 2025Q1: 521,630 shares; 2025Q2: 497,930 shares; 2025Q3: 497,930 shares; 2025Q4: 490,130 shares; 2026Q1: 539,930 shares 539,930 $33.9M 0.38% +49,800 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: 558,980 shares; 2024Q4: 558,980 shares; 2025Q1: 487,780 shares; 2025Q2: 281,024 shares; 2025Q3: 281,024 shares; 2025Q4: 277,374 shares; 2026Q1: 281,024 shares 281,024 $33.8M 0.38% +3,650 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,735 shares; 2024Q4: 90,735 shares; 2025Q1: 90,735 shares; 2025Q2: 96,435 shares; 2025Q3: 98,935 shares; 2025Q4: 84,085 shares; 2026Q1: 68,285 shares 68,285 $33.6M 0.38% -15,800 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: 58,900 shares; 2024Q4: 58,900 shares; 2025Q1: 58,900 shares; 2025Q2: 58,900 shares; 2025Q3: 58,900 shares; 2025Q4: 56,600 shares; 2026Q1: 58,900 shares 58,900 $33.2M 0.37% +2,300 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: 72,448 shares; 2024Q4: 49,348 shares; 2025Q1: 44,348 shares; 2025Q2: 44,348 shares; 2025Q3: 34,200 shares; 2025Q4: 333,250 shares; 2026Q1: 342,000 shares 342,000 $32.9M 0.37% +8,750 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: 73,072 shares; 2024Q4: 73,072 shares; 2025Q1: 73,072 shares; 2025Q2: 73,072 shares; 2025Q3: 73,072 shares; 2025Q4: 186,972 shares; 2026Q1: 161,072 shares 161,072 $32.8M 0.37% -25,900 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 663,058 shares; 2024Q4: 663,058 shares; 2025Q1: 663,058 shares; 2025Q2: 663,058 shares; 2025Q3: 671,058 shares; 2025Q4: 375,908 shares; 2026Q1: 380,158 shares 380,158 $31.8M 0.36% +4,250 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: 65,200 shares; 2024Q4: 65,200 shares; 2025Q1: 65,200 shares; 2025Q2: 46,800 shares; 2025Q3: 46,300 shares; 2025Q4: 45,000 shares; 2026Q1: 46,300 shares 46,300 $31.6M 0.36% +1,300 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: 20,500 shares; 2024Q4: 15,300 shares; 2025Q1: 15,300 shares; 2025Q2: 15,300 shares; 2025Q3: 15,300 shares; 2025Q4: 44,500 shares; 2026Q1: 68,100 shares 68,100 $31.4M 0.35% +23,600 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: 55,600 shares; 2024Q4: 55,600 shares; 2025Q1: 86,600 shares; 2025Q2: 86,600 shares; 2025Q3: 86,600 shares; 2025Q4: 85,850 shares; 2026Q1: 86,600 shares 86,600 $30.8M 0.35% +750 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: 108,500 shares; 2024Q4: 108,500 shares; 2025Q1: 108,500 shares; 2025Q2: 108,500 shares; 2025Q3: 108,500 shares; 2025Q4: 96,600 shares; 2026Q1: 100,500 shares 100,500 $30.4M 0.34% +3,900 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: 29,200 shares; 2024Q4: 29,200 shares; 2025Q1: 29,200 shares; 2025Q2: 29,200 shares; 2025Q3: 29,200 shares; 2025Q4: 28,100 shares; 2026Q1: 29,200 shares 29,200 $29.1M 0.33% +1,100 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,166 shares; 2024Q4: 252,166 shares; 2025Q1: 252,166 shares; 2025Q2: 280,066 shares; 2025Q3: 280,066 shares; 2025Q4: 272,616 shares; 2026Q1: 314,366 shares 314,366 $27.8M 0.31% +41,750 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: 101,400 shares; 2024Q4: 101,400 shares; 2025Q1: 101,400 shares; 2025Q2: 101,400 shares; 2025Q3: 101,400 shares; 2025Q4: 97,400 shares; 2026Q1: 101,400 shares 101,400 $27M 0.3% +4,000 Timeline XLRE 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: 659,000 shares; 2024Q4: 659,000 shares; 2025Q1: 659,000 shares; 2025Q2: 659,000 shares; 2025Q3: 659,000 shares; 2025Q4: 659,000 shares; 2026Q1: 659,000 shares 659,000 $26.9M 0.3% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,200 shares; 2024Q4: 120,200 shares; 2025Q1: 120,200 shares; 2025Q2: 120,200 shares; 2025Q3: 120,200 shares; 2025Q4: 116,500 shares; 2026Q1: 81,700 shares 81,700 $26.6M 0.3% -34,800 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554,600 shares; 2024Q4: 554,600 shares; 2025Q1: 554,600 shares; 2025Q2: 554,600 shares; 2025Q3: 439,600 shares; 2025Q4: 426,250 shares; 2026Q1: 491,400 shares 491,400 $26.5M 0.3% +65,150 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: 791,080 shares; 2024Q4: 662,080 shares; 2025Q1: 662,080 shares; 2025Q2: 535,080 shares; 2025Q3: 535,080 shares; 2025Q4: 527,130 shares; 2026Q1: 535,080 shares 535,080 $26.1M 0.29% +7,950 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: 33,400 shares; 2025Q1: 47,600 shares; 2025Q2: 61,100 shares; 2025Q3: 45,800 shares; 2025Q4: 45,400 shares; 2026Q1: 45,800 shares 45,800 $25.7M 0.29% +400 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: 122,996 shares; 2024Q4: 74,456 shares; 2025Q1: 197,956 shares; 2025Q2: 197,956 shares; 2025Q3: 191,556 shares; 2025Q4: 190,356 shares; 2026Q1: 170,856 shares 170,856 $25.1M 0.28% -19,500 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: 45,265 shares; 2024Q4: 45,265 shares; 2025Q1: 45,265 shares; 2025Q2: 45,265 shares; 2025Q3: 45,265 shares; 2025Q4: 45,265 shares; 2026Q1: 28,665 shares 28,665 $25M 0.28% -16,600 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 789,500 shares; 2024Q4: 789,500 shares; 2025Q1: 589,500 shares; 2025Q2: 539,500 shares; 2025Q3: 427,500 shares; 2025Q4: 421,950 shares; 2026Q1: 427,500 shares 427,500 $24.6M 0.28% +5,550 Timeline BKLN 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: 1,200,000 shares; 2024Q4: 1,200,000 shares; 2025Q1: 1,200,000 shares; 2025Q2: 1,200,000 shares; 2025Q3: 1,200,000 shares; 2025Q4: 1,200,000 shares; 2026Q1: 1,200,000 shares 1,200,000 $24.5M 0.28% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,200 shares; 2024Q4: 47,200 shares; 2025Q1: 28,600 shares; 2025Q2: 28,600 shares; 2025Q3: 28,600 shares; 2025Q4: 27,500 shares; 2026Q1: 28,600 shares 28,600 $24.2M 0.27% +1,100 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,592 shares; 2024Q4: 160,592 shares; 2025Q1: 160,592 shares; 2025Q2: 160,592 shares; 2025Q3: 160,592 shares; 2025Q4: 127,292 shares; 2026Q1: 127,592 shares 127,592 $23.8M 0.27% +300 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: 95,800 shares; 2024Q4: 64,800 shares; 2025Q1: 64,800 shares; 2025Q2: 64,800 shares; 2025Q3: 64,800 shares; 2025Q4: 62,300 shares; 2026Q1: 64,800 shares 64,800 $22.8M 0.26% +2,500 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 808,400 shares; 2024Q4: 808,400 shares; 2025Q1: 639,400 shares; 2025Q2: 815,400 shares; 2025Q3: 815,400 shares; 2025Q4: 783,850 shares; 2026Q1: 953,400 shares 953,400 $22.7M 0.26% +169,550 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: 137,800 shares; 2024Q4: 107,000 shares; 2025Q1: 107,000 shares; 2025Q2: 107,000 shares; 2025Q3: 107,000 shares; 2025Q4: 105,050 shares; 2026Q1: 107,000 shares 107,000 $22.3M 0.25% +1,950 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,600 shares; 2024Q4: 114,400 shares; 2025Q1: 114,400 shares; 2025Q2: 114,400 shares; 2025Q3: 114,400 shares; 2025Q4: 133,050 shares; 2026Q1: 113,100 shares 113,100 $22.3M 0.25% -19,950 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: 362,740 shares; 2024Q4: 362,740 shares; 2025Q1: 245,740 shares; 2025Q2: 245,740 shares; 2025Q3: 245,740 shares; 2025Q4: 237,490 shares; 2026Q1: 245,740 shares 245,740 $21.3M 0.24% +8,250 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: 139,000 shares; 2024Q4: 139,000 shares; 2025Q1: 73,000 shares; 2025Q2: 73,000 shares; 2025Q3: 73,000 shares; 2025Q4: 107,200 shares; 2026Q1: 109,200 shares 109,200 $21.2M 0.24% +2,000 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: 6,530 shares; 2024Q4: 6,530 shares; 2025Q1: 6,530 shares; 2025Q2: 6,530 shares; 2025Q3: 6,530 shares; 2025Q4: 6,530 shares; 2026Q1: 4,955 shares 4,955 $20.9M 0.23% -1,575 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: 198,300 shares; 2024Q4: 198,300 shares; 2025Q1: 198,300 shares; 2025Q2: 198,300 shares; 2025Q3: 198,300 shares; 2025Q4: 190,850 shares; 2026Q1: 198,300 shares 198,300 $20.4M 0.23% +7,450 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: 40,100 shares; 2024Q4: 40,100 shares; 2025Q1: 40,100 shares; 2025Q2: 40,100 shares; 2025Q3: 40,100 shares; 2025Q4: 38,600 shares; 2026Q1: 40,100 shares 40,100 $20M 0.23% +1,500 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: 20,700 shares; 2025Q1: 20,700 shares; 2025Q2: 20,700 shares; 2025Q3: 20,700 shares; 2025Q4: 19,900 shares; 2026Q1: 20,700 shares 20,700 $19.9M 0.22% +800 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: not reported; 2024Q4: 3,900 shares; 2025Q1: 12,100 shares; 2025Q2: 25,600 shares; 2025Q3: 25,600 shares; 2025Q4: 24,800 shares; 2026Q1: 25,600 shares 25,600 $19.8M 0.22% +800 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,000 shares; 2024Q4: 374,000 shares; 2025Q1: 374,000 shares; 2025Q2: 374,000 shares; 2025Q3: 374,000 shares; 2025Q4: 547,650 shares; 2026Q1: 480,200 shares 480,200 $19.4M 0.22% -67,450 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,600 shares; 2024Q4: 70,600 shares; 2025Q1: 158,200 shares; 2025Q2: 199,400 shares; 2025Q3: 199,400 shares; 2025Q4: 197,400 shares; 2026Q1: 173,750 shares 173,750 $19.4M 0.22% -23,650 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,100 shares; 2024Q4: 44,100 shares; 2025Q1: 44,100 shares; 2025Q2: 44,100 shares; 2025Q3: 44,100 shares; 2025Q4: 42,400 shares; 2026Q1: 44,100 shares 44,100 $18.8M 0.21% +1,700 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: 231,400 shares; 2024Q4: 159,400 shares; 2025Q1: 159,400 shares; 2025Q2: 82,400 shares; 2025Q3: 82,400 shares; 2025Q4: 80,450 shares; 2026Q1: 82,400 shares 82,400 $18.6M 0.21% +1,950 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: 130,606 shares; 2024Q4: 130,606 shares; 2025Q1: 130,606 shares; 2025Q2: 130,606 shares; 2025Q3: 130,606 shares; 2025Q4: 183,856 shares; 2026Q1: 188,806 shares 188,806 $18.2M 0.2% +4,950 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,200 shares; 2024Q4: 247,200 shares; 2025Q1: 247,200 shares; 2025Q2: 247,200 shares; 2025Q3: 247,200 shares; 2025Q4: 237,600 shares; 2026Q1: 247,200 shares 247,200 $17.8M 0.2% +9,600 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,400 shares; 2024Q4: 335,400 shares; 2025Q1: 335,400 shares; 2025Q2: 335,400 shares; 2025Q3: 335,400 shares; 2025Q4: 328,100 shares; 2026Q1: 335,400 shares 335,400 $17.7M 0.2% +7,300 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: 201,243 shares; 2024Q4: 201,243 shares; 2025Q1: 449,243 shares; 2025Q2: 449,243 shares; 2025Q3: 449,243 shares; 2025Q4: 308,143 shares; 2026Q1: 242,743 shares 242,743 $17.4M 0.2% -65,400 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,548 shares; 2024Q4: 150,548 shares; 2025Q1: 120,548 shares; 2025Q2: 120,548 shares; 2025Q3: 120,548 shares; 2025Q4: 120,548 shares; 2026Q1: 120,548 shares 120,548 $17.3M 0.2% 0 Timeline KIE 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: 615,100 shares; 2024Q4: 615,100 shares; 2025Q1: 615,100 shares; 2025Q2: 615,100 shares; 2025Q3: 615,100 shares; 2025Q4: 605,150 shares; 2026Q1: 314,550 shares 314,550 $17.3M 0.19% -290,600 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,100 shares; 2024Q4: 87,100 shares; 2025Q1: 87,100 shares; 2025Q2: 87,100 shares; 2025Q3: 87,100 shares; 2025Q4: 83,750 shares; 2026Q1: 87,100 shares 87,100 $17.3M 0.19% +3,350 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79,500 shares; 2025Q2: 190,000 shares; 2025Q3: 190,000 shares; 2025Q4: 187,150 shares; 2026Q1: 228,000 shares 228,000 $16.3M 0.18% +40,850 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,400 shares; 2024Q4: 68,600 shares; 2025Q1: 68,600 shares; 2025Q2: 68,600 shares; 2025Q3: 68,600 shares; 2025Q4: 67,200 shares; 2026Q1: 68,600 shares 68,600 $16.2M 0.18% +1,400 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: 71,100 shares; 2024Q4: 71,100 shares; 2025Q1: 71,100 shares; 2025Q2: 71,100 shares; 2025Q3: 71,100 shares; 2025Q4: 68,500 shares; 2026Q1: 71,100 shares 71,100 $14.2M 0.16% +2,600 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,000 shares; 2025Q2: 14,500 shares; 2025Q3: 49,500 shares; 2025Q4: 64,500 shares; 2026Q1: 64,500 shares 64,500 $14M 0.16% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,400 shares; 2024Q4: 79,400 shares; 2025Q1: 79,400 shares; 2025Q2: 79,400 shares; 2025Q3: 79,400 shares; 2025Q4: 76,350 shares; 2026Q1: 79,400 shares 79,400 $13.8M 0.15% +3,050 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY 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: 91,800 shares 91,800 $13.4M 0.15% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 346,000 shares 346,000 $13.2M 0.15% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,400 shares 59,400 $12.7M 0.14% new Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,200 shares; 2024Q4: 232,200 shares; 2025Q1: 124,200 shares; 2025Q2: 154,700 shares; 2025Q3: 154,700 shares; 2025Q4: 151,650 shares; 2026Q1: 154,700 shares 154,700 $12.6M 0.14% +3,050 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,809 shares; 2024Q4: 148,809 shares; 2025Q1: 148,809 shares; 2025Q2: 148,809 shares; 2025Q3: 148,809 shares; 2025Q4: 148,809 shares; 2026Q1: 126,809 shares 126,809 $12.6M 0.14% -22,000 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: 545,400 shares; 2024Q4: 545,400 shares; 2025Q1: 442,400 shares; 2025Q2: 442,400 shares; 2025Q3: 442,400 shares; 2025Q4: 424,900 shares; 2026Q1: 442,400 shares 442,400 $12.4M 0.14% +17,500 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,550 shares 23,550 $12.3M 0.14% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,500 shares; 2024Q4: 139,500 shares; 2025Q1: 139,500 shares; 2025Q2: 139,500 shares; 2025Q3: 139,500 shares; 2025Q4: 136,750 shares; 2026Q1: 139,500 shares 139,500 $12.1M 0.14% +2,750 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,000 shares; 2024Q4: 71,000 shares; 2025Q1: 71,000 shares; 2025Q2: 71,000 shares; 2025Q3: 71,000 shares; 2025Q4: 71,000 shares; 2026Q1: 71,000 shares 71,000 $12M 0.13% 0 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: 125,500 shares; 2024Q4: 77,000 shares; 2025Q1: 77,000 shares; 2025Q2: 77,000 shares; 2025Q3: 77,000 shares; 2025Q4: 74,600 shares; 2026Q1: 77,000 shares 77,000 $12M 0.13% +2,400 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: 316,607 shares; 2024Q4: 218,607 shares; 2025Q1: 192,907 shares; 2025Q2: 157,907 shares; 2025Q3: 101,257 shares; 2025Q4: 52,100 shares; 2026Q1: 52,950 shares 52,950 $11.1M 0.13% +850 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,000 shares; 2024Q4: 34,000 shares; 2025Q1: 41,000 shares; 2025Q2: 46,000 shares; 2025Q3: 51,000 shares; 2025Q4: 32,700 shares; 2026Q1: 34,000 shares 34,000 $11M 0.12% +1,300 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: 323,100 shares; 2024Q4: 121,300 shares; 2025Q1: 121,300 shares; 2025Q2: 121,300 shares; 2025Q3: 121,300 shares; 2025Q4: 121,300 shares; 2026Q1: 121,300 shares 121,300 $10.9M 0.12% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,145 shares; 2025Q4: 173,589 shares; 2026Q1: 177,839 shares 177,839 $10.4M 0.12% +4,250 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: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 112,500 shares; 2025Q3: 112,500 shares; 2025Q4: 112,500 shares; 2026Q1: 112,500 shares 112,500 $10.4M 0.12% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,000 shares; 2024Q4: 130,800 shares; 2025Q1: 130,800 shares; 2025Q2: 130,800 shares; 2025Q3: 130,800 shares; 2025Q4: 128,800 shares; 2026Q1: 130,800 shares 130,800 $10.1M 0.11% +2,000 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,800 shares; 2024Q4: 126,800 shares; 2025Q1: 126,800 shares; 2025Q2: 126,800 shares; 2025Q3: 126,800 shares; 2025Q4: 121,900 shares; 2026Q1: 126,800 shares 126,800 $9.54M 0.11% +4,900 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,000 shares; 2024Q4: 118,000 shares; 2025Q1: 118,000 shares; 2025Q2: 118,000 shares; 2025Q3: 118,000 shares; 2025Q4: 113,400 shares; 2026Q1: 118,000 shares 118,000 $7.84M 0.09% +4,600 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: 28,800 shares; 2024Q4: 28,800 shares; 2025Q1: 28,800 shares; 2025Q2: 28,800 shares; 2025Q3: 28,800 shares; 2025Q4: 27,700 shares; 2026Q1: 28,800 shares 28,800 $6.98M 0.08% +1,100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,796 shares; 2025Q4: 35,796 shares; 2026Q1: 45,066 shares 45,066 $6.88M 0.08% +9,270 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 394,330 shares; 2025Q4: 394,330 shares; 2026Q1: 394,330 shares 394,330 $6.69M 0.08% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,274 shares; 2025Q4: 71,233 shares; 2026Q1: 71,233 shares 71,233 $6.62M 0.07% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,721 shares; 2025Q4: 53,446 shares; 2026Q1: 52,426 shares 52,426 $6.58M 0.07% -1,020 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,252 shares; 2025Q4: 89,252 shares; 2026Q1: 89,252 shares 89,252 $6.49M 0.07% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,552 shares; 2025Q4: 77,552 shares; 2026Q1: 77,552 shares 77,552 $6.4M 0.07% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160,700 shares; 2024Q4: 90,000 shares; 2025Q1: 90,000 shares; 2025Q2: 90,000 shares; 2025Q3: 90,000 shares; 2025Q4: 90,000 shares; 2026Q1: 90,000 shares 90,000 $6.16M 0.07% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,100 shares; 2024Q4: 75,100 shares; 2025Q1: 75,100 shares; 2025Q2: 75,100 shares; 2025Q3: 75,100 shares; 2025Q4: 72,150 shares; 2026Q1: 75,100 shares 75,100 $6.01M 0.07% +2,950 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 515,311 shares; 2025Q4: 515,311 shares; 2026Q1: 515,311 shares 515,311 $5.81M 0.07% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,698 shares; 2025Q4: 26,698 shares; 2026Q1: 26,698 shares 26,698 $5.5M 0.06% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,400 shares; 2024Q4: 71,100 shares; 2025Q1: 71,100 shares; 2025Q2: 71,100 shares; 2025Q3: 71,100 shares; 2025Q4: 71,100 shares; 2026Q1: 84,600 shares 84,600 $5.31M 0.06% +13,500 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120,000 shares 120,000 $5.3M 0.06% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,300 shares 34,300 $5.16M 0.06% new 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: 68,800 shares; 2024Q4: 68,800 shares; 2025Q1: 68,800 shares; 2025Q2: 68,800 shares; 2025Q3: 68,800 shares; 2025Q4: 66,150 shares; 2026Q1: 68,800 shares 68,800 $4.87M 0.05% +2,650 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 188,992 shares; 2025Q4: 188,992 shares; 2026Q1: 230,432 shares 230,432 $4.55M 0.05% +41,440 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 60,957 shares; 2025Q4: 60,957 shares; 2026Q1: 48,766 shares 48,766 $4.13M 0.05% -12,191 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,151 shares 70,151 $3.87M 0.04% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,324 shares; 2025Q4: 19,324 shares; 2026Q1: 19,324 shares 19,324 $3.31M 0.04% 0 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,151 shares; 2025Q4: 29,151 shares; 2026Q1: 29,151 shares 29,151 $3.24M 0.04% 0 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: 25,000 shares; 2026Q1: 22,500 shares 22,500 $3.05M 0.03% -2,500 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,550 shares; 2026Q1: 24,550 shares 24,550 $2.23M 0.03% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167,119 shares; 2025Q4: 167,119 shares; 2026Q1: 107,434 shares 107,434 $2.22M 0.03% -59,685 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS 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: 122,003 shares; 2025Q4: 91,692 shares; 2026Q1: 48,902 shares 48,902 $2.22M 0.02% -42,790 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 273,441 shares 273,441 $2.17M 0.02% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 147,832 shares; 2025Q4: 147,832 shares; 2026Q1: 147,832 shares 147,832 $2.12M 0.02% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 51,742 shares; 2025Q4: 51,742 shares; 2026Q1: 51,742 shares 51,742 $2.11M 0.02% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,614 shares; 2025Q4: 59,614 shares; 2026Q1: 55,023 shares 55,023 $2.02M 0.02% -4,591 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 196,537 shares 196,537 $1.97M 0.02% new Timeline EDU NEW ORIENTAL ED & TECHNOLOGY More: the full row for NEW ORIENTAL ED & TECHNOLOGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,197 shares; 2025Q4: 32,719 shares; 2026Q1: 32,719 shares 32,719 $1.85M 0.02% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK 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: 156,328 shares; 2025Q4: 156,328 shares; 2026Q1: 69,919 shares 69,919 $1.74M 0.02% -86,409 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,020 shares; 2025Q4: 87,020 shares; 2026Q1: 87,020 shares 87,020 $1.63M 0.02% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,100 shares; 2024Q4: 28,100 shares; 2025Q1: 28,100 shares; 2025Q2: 28,100 shares; 2025Q3: 28,100 shares; 2025Q4: 28,100 shares; 2026Q1: 28,100 shares 28,100 $1.52M 0.02% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $1.44M 0.02% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,256 shares; 2025Q4: 86,545 shares; 2026Q1: 36,545 shares 36,545 $1.43M 0.02% -50,000 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW 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: 27,747 shares; 2025Q4: 27,747 shares; 2026Q1: 39,977 shares 39,977 $1.27M 0.01% +12,230 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 341,958 shares 341,958 $1.25M 0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 639 shares; 2025Q4: 639 shares; 2026Q1: 639 shares 639 $1.1M 0.01% 0 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS 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: 11,992 shares; 2025Q4: 11,992 shares; 2026Q1: 7,992 shares 7,992 $1.09M 0.01% -4,000 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,890 shares; 2025Q4: 11,601 shares; 2026Q1: 11,601 shares 11,601 $961K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $901K 0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $854K 0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 7,570 shares; 2026Q1: 7,570 shares 7,570 $843K 0.01% 0 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $836K 0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 14,237 shares 14,237 $778K 0.01% new 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: 77,700 shares; 2024Q4: 60,100 shares; 2025Q1: 51,800 shares; 2025Q2: 51,800 shares; 2025Q3: 51,800 shares; 2025Q4: 38,300 shares; 2026Q1: 3,300 shares 3,300 $616K 0.01% -35,000 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,500 shares; 2024Q4: 140,500 shares; 2025Q1: 140,500 shares; 2025Q2: 157,000 shares; 2025Q3: 219,600 shares; 2025Q4: 8,800 shares; 2026Q1: 8,800 shares 8,800 $491K 0.01% 0 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: 336,700 shares; 2024Q4: 336,700 shares; 2025Q1: 336,700 shares; 2025Q2: 336,700 shares; 2025Q3: 336,700 shares; 2025Q4: 336,700 shares; 2026Q1: 5,700 shares 5,700 $467K 0.01% -331,000 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218,660 shares; 2025Q4: 169,398 shares; 2026Q1: 59,398 shares 59,398 $431K <0.01% -110,000 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT 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: 68,937 shares; 2026Q1: 34,468 shares 34,468 $320K <0.01% -34,469 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: 67,550 shares; 2024Q4: 89,150 shares; 2025Q1: 89,150 shares; 2025Q2: 49,650 shares; 2025Q3: 49,650 shares; 2025Q4: 48,350 shares; 2026Q1: 1,300 shares 1,300 $316K <0.01% -47,050 Timeline