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: 71,196 shares; 2024Q4: 70,590 shares; 2025Q1: 68,606 shares; 2025Q2: 72,123 shares; 2025Q3: 69,172 shares; 2025Q4: 67,627 shares; 2026Q1: 76,471 shares 76,471 $50M 14.42% +8,844 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: 707,900 shares; 2024Q4: 701,250 shares; 2025Q1: 670,159 shares; 2025Q2: 661,961 shares; 2025Q3: 665,750 shares; 2025Q4: 648,298 shares; 2026Q1: 647,394 shares 647,394 $41.5M 11.97% -904 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: 310,164 shares; 2024Q4: 309,677 shares; 2025Q1: 286,641 shares; 2025Q2: 293,261 shares; 2025Q3: 299,892 shares; 2025Q4: 302,036 shares; 2026Q1: 320,983 shares 320,983 $39.9M 11.52% +18,947 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: 28,772 shares; 2024Q4: 28,139 shares; 2025Q1: 27,088 shares; 2025Q2: 26,813 shares; 2025Q3: 26,232 shares; 2025Q4: 25,671 shares; 2026Q1: 25,988 shares 25,988 $16.9M 4.89% +317 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: 14,884 shares; 2024Q4: 14,917 shares; 2025Q1: 15,019 shares; 2025Q2: 14,722 shares; 2025Q3: 14,918 shares; 2025Q4: 15,182 shares; 2026Q1: 15,597 shares 15,597 $14.3M 4.14% +415 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,805 shares; 2024Q4: 18,876 shares; 2025Q1: 18,779 shares; 2025Q2: 25,579 shares; 2025Q3: 27,167 shares; 2025Q4: 24,658 shares; 2026Q1: 41,522 shares 41,522 $13.3M 3.85% +16,864 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,225 shares; 2024Q4: 233,975 shares; 2025Q1: 300,117 shares; 2025Q2: 333,971 shares; 2025Q3: 373,753 shares; 2025Q4: 373,784 shares; 2026Q1: 480,724 shares 480,724 $12.8M 3.69% +106,940 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: 42,249 shares; 2024Q4: 41,755 shares; 2025Q1: 40,200 shares; 2025Q2: 40,692 shares; 2025Q3: 37,950 shares; 2025Q4: 39,933 shares; 2026Q1: 43,955 shares 43,955 $11.2M 3.22% +4,022 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: 34,675 shares; 2024Q4: 34,234 shares; 2025Q1: 32,194 shares; 2025Q2: 33,849 shares; 2025Q3: 33,664 shares; 2025Q4: 37,409 shares; 2026Q1: 48,346 shares 48,346 $8.43M 2.43% +10,937 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: 31,860 shares; 2024Q4: 31,391 shares; 2025Q1: 30,718 shares; 2025Q2: 33,014 shares; 2025Q3: 32,147 shares; 2025Q4: 30,826 shares; 2026Q1: 26,726 shares 26,726 $7M 2.02% -4,100 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: 7,044 shares; 2024Q4: 7,841 shares; 2025Q1: 5,945 shares; 2025Q2: 15,208 shares; 2025Q3: 15,287 shares; 2025Q4: 7,492 shares; 2026Q1: 21,529 shares 21,529 $6.18M 1.79% +14,037 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: 9,973 shares; 2024Q4: 10,468 shares; 2025Q1: 9,896 shares; 2025Q2: 10,635 shares; 2025Q3: 10,752 shares; 2025Q4: 12,033 shares; 2026Q1: 16,443 shares 16,443 $6.09M 1.76% +4,410 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: 17,945 shares; 2024Q4: 18,621 shares; 2025Q1: 17,618 shares; 2025Q2: 18,082 shares; 2025Q3: 17,521 shares; 2025Q4: 19,945 shares; 2026Q1: 25,218 shares 25,218 $5.25M 1.52% +5,273 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,844 shares; 2024Q4: 63,121 shares; 2025Q1: 62,638 shares; 2025Q2: 60,592 shares; 2025Q3: 59,371 shares; 2025Q4: 56,488 shares; 2026Q1: 51,138 shares 51,138 $4.97M 1.43% -5,350 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: 7,371 shares; 2024Q4: 7,562 shares; 2025Q1: 7,078 shares; 2025Q2: 6,026 shares; 2025Q3: 5,759 shares; 2025Q4: 6,270 shares; 2026Q1: 7,234 shares 7,234 $4.32M 1.25% +964 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,438 shares; 2024Q4: 58,376 shares; 2025Q1: 50,508 shares; 2025Q2: 46,020 shares; 2025Q3: 45,642 shares; 2025Q4: 54,232 shares; 2026Q1: 44,507 shares 44,507 $4.03M 1.16% -9,725 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: 8,347 shares; 2024Q4: 8,453 shares; 2025Q1: 6,223 shares; 2025Q2: 6,767 shares; 2025Q3: 6,683 shares; 2025Q4: 7,451 shares; 2026Q1: 9,824 shares 9,824 $3.04M 0.88% +2,373 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: 3,335 shares; 2024Q4: 3,291 shares; 2025Q1: 3,371 shares; 2025Q2: 3,422 shares; 2025Q3: 3,345 shares; 2025Q4: 3,747 shares; 2026Q1: 4,130 shares 4,130 $2.36M 0.68% +383 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: 5,860 shares; 2024Q4: 6,457 shares; 2025Q1: 6,304 shares; 2025Q2: 6,464 shares; 2025Q3: 6,309 shares; 2025Q4: 6,600 shares; 2026Q1: 7,601 shares 7,601 $2.24M 0.65% +1,001 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,893 shares; 2024Q4: 5,266 shares; 2025Q1: 4,963 shares; 2025Q2: 5,171 shares; 2025Q3: 5,211 shares; 2025Q4: 5,303 shares; 2026Q1: 5,953 shares 5,953 $2.21M 0.64% +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: 3,084 shares; 2024Q4: 3,273 shares; 2025Q1: 3,452 shares; 2025Q2: 3,520 shares; 2025Q3: 3,424 shares; 2025Q4: 3,731 shares; 2026Q1: 4,196 shares 4,196 $2.01M 0.58% +465 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: 9,219 shares; 2024Q4: 7,950 shares; 2025Q1: 7,567 shares; 2025Q2: 7,296 shares; 2025Q3: 7,700 shares; 2025Q4: 8,562 shares; 2026Q1: 9,701 shares 9,701 $1.65M 0.48% +1,139 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: 7,367 shares; 2024Q4: 7,604 shares; 2025Q1: 7,362 shares; 2025Q2: 7,788 shares; 2025Q3: 9,235 shares; 2025Q4: 11,462 shares; 2026Q1: 11,946 shares 11,946 $1.49M 0.43% +484 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,350 shares; 2025Q3: 48,971 shares; 2025Q4: 48,971 shares; 2026Q1: 50,187 shares 50,187 $1.36M 0.39% +1,216 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: 2,930 shares; 2024Q4: 2,879 shares; 2025Q1: 2,412 shares; 2025Q2: 2,829 shares; 2025Q3: 3,538 shares; 2025Q4: 3,479 shares; 2026Q1: 3,977 shares 3,977 $1.34M 0.39% +498 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 705 shares; 2025Q1: 706 shares; 2025Q2: 717 shares; 2025Q3: 702 shares; 2025Q4: 695 shares; 2026Q1: 668 shares 668 $1.28M 0.37% -27 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: 3,163 shares; 2024Q4: 2,728 shares; 2025Q1: 4,680 shares; 2025Q2: 3,758 shares; 2025Q3: 3,982 shares; 2025Q4: 4,473 shares; 2026Q1: 5,136 shares 5,136 $1.26M 0.36% +663 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: 6,177 shares; 2024Q4: 6,104 shares; 2025Q1: 5,861 shares; 2025Q2: 5,550 shares; 2025Q3: 6,564 shares; 2025Q4: 5,814 shares; 2026Q1: 8,314 shares 8,314 $1.2M 0.35% +2,500 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: 3,678 shares; 2024Q4: 3,696 shares; 2025Q1: 3,963 shares; 2025Q2: 4,039 shares; 2025Q3: 3,885 shares; 2025Q4: 3,728 shares; 2026Q1: 3,970 shares 3,970 $1.2M 0.35% +242 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: 3,140 shares; 2024Q4: 2,294 shares; 2025Q1: 2,762 shares; 2025Q2: 5,383 shares; 2025Q3: 6,390 shares; 2025Q4: 6,448 shares; 2026Q1: 7,678 shares 7,678 $1.19M 0.34% +1,230 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: 715 shares; 2024Q4: 706 shares; 2025Q1: 763 shares; 2025Q2: 814 shares; 2025Q3: 703 shares; 2025Q4: 660 shares; 2026Q1: 1,173 shares 1,173 $1.17M 0.34% +513 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,407 shares; 2024Q4: 40,653 shares; 2025Q1: 27,668 shares; 2025Q2: 16,991 shares; 2025Q3: 13,584 shares; 2025Q4: 13,449 shares; 2026Q1: 13,119 shares 13,119 $1.16M 0.34% -330 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: 7,007 shares; 2025Q1: 7,056 shares; 2025Q2: 6,967 shares; 2025Q3: 6,944 shares; 2025Q4: 7,489 shares; 2026Q1: 7,528 shares 7,528 $1.1M 0.32% +39 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1,239 shares; 2025Q1: 962 shares; 2025Q2: 996 shares; 2025Q3: 896 shares; 2025Q4: 9,136 shares; 2026Q1: 10,874 shares 10,874 $1.05M 0.3% +1,738 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 2,867 shares; 2025Q1: 2,867 shares; 2025Q2: 2,867 shares; 2025Q3: 2,867 shares; 2025Q4: 2,867 shares; 2026Q1: 2,867 shares 2,867 $1.02M 0.3% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,863 shares; 2025Q1: 2,449 shares; 2025Q2: 2,337 shares; 2025Q3: 2,414 shares; 2025Q4: 2,704 shares; 2026Q1: 3,583 shares 3,583 $1.02M 0.29% +879 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: 3,398 shares; 2025Q4: 3,482 shares; 2026Q1: 3,911 shares 3,911 $980K 0.28% +429 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: 3,033 shares; 2024Q4: 3,266 shares; 2025Q1: 2,238 shares; 2025Q2: 7,185 shares; 2025Q3: 6,750 shares; 2025Q4: 7,414 shares; 2026Q1: 7,748 shares 7,748 $938K 0.27% +334 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,222 shares; 2024Q4: 36,800 shares; 2025Q1: 35,036 shares; 2025Q2: 35,036 shares; 2025Q3: 34,046 shares; 2025Q4: 34,046 shares; 2026Q1: 30,834 shares 30,834 $898K 0.26% -3,212 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,555 shares; 2025Q1: 3,885 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,280 shares; 2026Q1: 14,620 shares 14,620 $887K 0.26% +4,340 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: 1,350 shares; 2024Q4: 1,327 shares; 2025Q1: 1,330 shares; 2025Q2: 1,341 shares; 2025Q3: 1,342 shares; 2025Q4: 1,415 shares; 2026Q1: 1,250 shares 1,250 $885K 0.26% -165 Timeline GNSS GENASYS INC More: the full row for GENASYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 290,346 shares; 2025Q2: 580,692 shares; 2025Q3: 480,692 shares; 2025Q4: 480,692 shares; 2026Q1: 480,692 shares 480,692 $875K 0.25% 0 Timeline SPNT SIRIUSPOINT LTD More: the full row for SIRIUSPOINT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,452 shares; 2024Q4: 37,408 shares; 2025Q1: 37,339 shares; 2025Q2: 37,268 shares; 2025Q3: 37,168 shares; 2025Q4: 37,563 shares; 2026Q1: 37,107 shares 37,107 $799K 0.23% -456 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 412 shares; 2025Q3: 440 shares; 2025Q4: 504 shares; 2026Q1: 576 shares 576 $794K 0.23% +72 Timeline USRT 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: 15,222 shares; 2024Q4: 15,266 shares; 2025Q1: 10,901 shares; 2025Q2: 6,043 shares; 2025Q3: 5,278 shares; 2025Q4: 40,817 shares; 2026Q1: 13,096 shares 13,096 $775K 0.22% -27,721 Timeline PCG PG&E CORP More: the full row for PG&E 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: 14,457 shares; 2025Q4: 31,666 shares; 2026Q1: 42,971 shares 42,971 $757K 0.22% +11,305 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: 808 shares; 2024Q4: 887 shares; 2025Q1: 760 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 789 shares; 2026Q1: 865 shares 865 $731K 0.21% +76 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: 468 shares; 2025Q3: 479 shares; 2025Q4: 572 shares; 2026Q1: 809 shares 809 $707K 0.2% +237 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: 3,760 shares; 2024Q4: 4,162 shares; 2025Q1: 4,300 shares; 2025Q2: 4,962 shares; 2025Q3: 4,971 shares; 2025Q4: 5,794 shares; 2026Q1: 6,186 shares 6,186 $702K 0.2% +392 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,441 shares; 2025Q1: 6,231 shares; 2025Q2: 7,228 shares; 2025Q3: 7,553 shares; 2025Q4: 7,812 shares; 2026Q1: 9,415 shares 9,415 $701K 0.2% +1,603 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,223 shares; 2025Q3: 1,434 shares; 2025Q4: 1,752 shares; 2026Q1: 3,656 shares 3,656 $695K 0.2% +1,904 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: 2,227 shares; 2024Q4: 1,853 shares; 2025Q1: 1,581 shares; 2025Q2: 1,690 shares; 2025Q3: 2,490 shares; 2025Q4: 2,241 shares; 2026Q1: 3,326 shares 3,326 $688K 0.2% +1,085 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 87 shares; 2025Q2: 81 shares; 2025Q3: 83 shares; 2025Q4: 97 shares; 2026Q1: 161 shares 161 $678K 0.2% +64 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: 1,765 shares; 2024Q4: 1,897 shares; 2025Q1: 2,112 shares; 2025Q2: 2,281 shares; 2025Q3: 2,372 shares; 2025Q4: 2,087 shares; 2026Q1: 3,385 shares 3,385 $674K 0.19% +1,298 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: 10,098 shares; 2025Q3: 14,639 shares; 2025Q4: 15,227 shares; 2026Q1: 15,263 shares 15,263 $674K 0.19% +36 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: 5,271 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,056 shares; 2025Q3: 6,404 shares; 2025Q4: 8,177 shares; 2026Q1: 11,206 shares 11,206 $659K 0.19% +3,029 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: 2,400 shares; 2024Q4: 2,411 shares; 2025Q1: 2,771 shares; 2025Q2: 2,921 shares; 2025Q3: 2,833 shares; 2025Q4: 3,397 shares; 2026Q1: 4,088 shares 4,088 $653K 0.19% +691 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,944 shares; 2025Q4: 2,192 shares; 2026Q1: 2,397 shares 2,397 $648K 0.19% +205 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,058 shares; 2025Q3: 1,331 shares; 2025Q4: 1,555 shares; 2026Q1: 1,812 shares 1,812 $648K 0.19% +257 Timeline MESO MESOBLAST LTD More: the full row for MESOBLAST LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,900 shares; 2024Q4: 36,625 shares; 2025Q1: 36,625 shares; 2025Q2: 36,625 shares; 2025Q3: 42,015 shares; 2025Q4: 42,015 shares; 2026Q1: 42,015 shares 42,015 $646K 0.19% 0 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: 9,525 shares; 2024Q4: 9,912 shares; 2025Q1: 9,956 shares; 2025Q2: 9,953 shares; 2025Q3: 10,056 shares; 2025Q4: 13,592 shares; 2026Q1: 13,251 shares 13,251 $646K 0.19% -341 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: 1,368 shares; 2024Q4: 1,364 shares; 2025Q1: not reported; 2025Q2: 1,684 shares; 2025Q3: not reported; 2025Q4: 1,382 shares; 2026Q1: 1,875 shares 1,875 $641K 0.18% +493 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,051 shares; 2024Q4: 4,052 shares; 2025Q1: 4,052 shares; 2025Q2: 4,053 shares; 2025Q3: 4,038 shares; 2025Q4: 4,053 shares; 2026Q1: 8,900 shares 8,900 $601K 0.17% +4,847 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 446 shares; 2025Q3: not reported; 2025Q4: 748 shares; 2026Q1: 987 shares 987 $597K 0.17% +239 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,484 shares; 2025Q1: 1,291 shares; 2025Q2: 1,420 shares; 2025Q3: 1,531 shares; 2025Q4: 1,319 shares; 2026Q1: 1,775 shares 1,775 $584K 0.17% +456 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,153 shares; 2026Q1: 3,314 shares 3,314 $575K 0.17% +2,161 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,915 shares; 2025Q2: not reported; 2025Q3: 1,809 shares; 2025Q4: 2,596 shares; 2026Q1: 4,549 shares 4,549 $574K 0.17% +1,953 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,370 shares; 2025Q3: 2,110 shares; 2025Q4: 3,365 shares; 2026Q1: 4,070 shares 4,070 $563K 0.16% +705 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: 2,068 shares; 2025Q4: 2,345 shares; 2026Q1: 2,627 shares 2,627 $562K 0.16% +282 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: 2,264 shares; 2024Q4: 2,304 shares; 2025Q1: 2,302 shares; 2025Q2: 2,231 shares; 2025Q3: 2,128 shares; 2025Q4: 2,492 shares; 2026Q1: 2,910 shares 2,910 $561K 0.16% +418 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,754 shares; 2026Q1: 7,669 shares 7,669 $561K 0.16% +915 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,117 shares; 2025Q3: 2,353 shares; 2025Q4: 2,466 shares; 2026Q1: 2,695 shares 2,695 $561K 0.16% +229 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,061 shares; 2024Q4: 10,998 shares; 2025Q1: 11,008 shares; 2025Q2: 11,232 shares; 2025Q3: 11,285 shares; 2025Q4: 11,183 shares; 2026Q1: 9,682 shares 9,682 $556K 0.16% -1,501 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,243 shares; 2024Q4: 4,480 shares; 2025Q1: 4,930 shares; 2025Q2: 5,340 shares; 2025Q3: 5,293 shares; 2025Q4: 5,154 shares; 2026Q1: 5,904 shares 5,904 $555K 0.16% +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: 2,326 shares; 2024Q4: 2,216 shares; 2025Q1: 1,983 shares; 2025Q2: 1,503 shares; 2025Q3: 1,650 shares; 2025Q4: 1,866 shares; 2026Q1: 2,686 shares 2,686 $546K 0.16% +820 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: 1,949 shares; 2024Q4: 1,979 shares; 2025Q1: 1,906 shares; 2025Q2: 1,976 shares; 2025Q3: 2,167 shares; 2025Q4: 2,981 shares; 2026Q1: 3,711 shares 3,711 $546K 0.16% +730 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: 2,858 shares; 2025Q3: 2,830 shares; 2025Q4: 3,083 shares; 2026Q1: 4,298 shares 4,298 $544K 0.16% +1,215 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: 717 shares; 2024Q4: 736 shares; 2025Q1: 783 shares; 2025Q2: 808 shares; 2025Q3: 791 shares; 2025Q4: 975 shares; 2026Q1: 1,066 shares 1,066 $533K 0.15% +91 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: 3,380 shares; 2025Q2: 3,073 shares; 2025Q3: 3,208 shares; 2025Q4: 3,851 shares; 2026Q1: 4,233 shares 4,233 $520K 0.15% +382 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 793 shares; 2025Q2: 932 shares; 2025Q3: 1,069 shares; 2025Q4: 1,669 shares; 2026Q1: 1,585 shares 1,585 $518K 0.15% -84 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,501 shares; 2024Q4: not reported; 2025Q1: 7,501 shares; 2025Q2: 7,501 shares; 2025Q3: 7,501 shares; 2025Q4: 7,501 shares; 2026Q1: 7,501 shares 7,501 $511K 0.15% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,709 shares; 2025Q1: 6,490 shares; 2025Q2: 6,383 shares; 2025Q3: 6,152 shares; 2025Q4: 5,968 shares; 2026Q1: 6,380 shares 6,380 $495K 0.14% +412 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: not reported; 2024Q4: 3,761 shares; 2025Q1: not reported; 2025Q2: 5,325 shares; 2025Q3: 4,567 shares; 2025Q4: 5,859 shares; 2026Q1: 7,237 shares 7,237 $481K 0.14% +1,378 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: 3,489 shares; 2024Q4: 3,773 shares; 2025Q1: 4,308 shares; 2025Q2: 4,232 shares; 2025Q3: 3,784 shares; 2025Q4: 3,281 shares; 2026Q1: 4,506 shares 4,506 $463K 0.13% +1,225 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,764 shares; 2026Q1: 2,477 shares 2,477 $451K 0.13% +713 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: 4,025 shares; 2024Q4: 3,995 shares; 2025Q1: 3,658 shares; 2025Q2: 4,171 shares; 2025Q3: 3,955 shares; 2025Q4: 4,350 shares; 2026Q1: 4,797 shares 4,797 $446K 0.13% +447 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 5,467 shares; 2026Q1: 6,415 shares 6,415 $444K 0.13% +948 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: 1,530 shares; 2024Q4: 1,452 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,533 shares; 2026Q1: 1,961 shares 1,961 $425K 0.12% +428 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,413 shares; 2026Q1: 1,996 shares 1,996 $423K 0.12% +583 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: 856 shares; 2025Q1: 1,358 shares; 2025Q2: 1,367 shares; 2025Q3: 1,331 shares; 2025Q4: 1,209 shares; 2026Q1: 1,422 shares 1,422 $420K 0.12% +213 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,386 shares; 2025Q1: 2,455 shares; 2025Q2: 2,458 shares; 2025Q3: 2,278 shares; 2025Q4: 2,549 shares; 2026Q1: 2,995 shares 2,995 $417K 0.12% +446 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: 889 shares; 2024Q4: 829 shares; 2025Q1: 1,173 shares; 2025Q2: 888 shares; 2025Q3: 1,340 shares; 2025Q4: 1,203 shares; 2026Q1: 1,542 shares 1,542 $417K 0.12% +339 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: not reported; 2024Q4: not reported; 2025Q1: 845 shares; 2025Q2: 807 shares; 2025Q3: not reported; 2025Q4: 947 shares; 2026Q1: 1,703 shares 1,703 $413K 0.12% +756 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,952 shares; 2025Q3: 1,820 shares; 2025Q4: 1,677 shares; 2026Q1: 3,120 shares 3,120 $410K 0.12% +1,443 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,879 shares; 2026Q1: 3,747 shares 3,747 $406K 0.12% +868 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: 504 shares; 2024Q4: not reported; 2025Q1: 462 shares; 2025Q2: 514 shares; 2025Q3: 591 shares; 2025Q4: 475 shares; 2026Q1: 809 shares 809 $401K 0.12% +334 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 13,074 shares; 2025Q1: 13,074 shares; 2025Q2: 13,074 shares; 2025Q3: 13,074 shares; 2025Q4: 13,074 shares; 2026Q1: 13,074 shares 13,074 $399K 0.12% 0 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: 240 shares; 2024Q4: 489 shares; 2025Q1: 568 shares; 2025Q2: 479 shares; 2025Q3: 496 shares; 2025Q4: 3,630 shares; 2026Q1: 3,802 shares 3,802 $397K 0.11% +172 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 905 shares 905 $395K 0.11% new 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: 2,158 shares; 2024Q4: 2,162 shares; 2025Q1: 2,103 shares; 2025Q2: 2,154 shares; 2025Q3: 2,004 shares; 2025Q4: 1,945 shares; 2026Q1: 1,814 shares 1,814 $395K 0.11% -131 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,179 shares 1,179 $389K 0.11% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,451 shares 1,451 $387K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,697 shares 1,697 $384K 0.11% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,996 shares; 2024Q4: 3,985 shares; 2025Q1: 4,617 shares; 2025Q2: 3,505 shares; 2025Q3: 3,403 shares; 2025Q4: 4,371 shares; 2026Q1: 4,982 shares 4,982 $382K 0.11% +611 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 893 shares 893 $380K 0.11% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 333 shares; 2026Q1: 514 shares 514 $379K 0.11% +181 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP 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: 12,904 shares; 2026Q1: 11,514 shares 11,514 $377K 0.11% -1,390 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,719 shares; 2024Q4: 11,008 shares; 2025Q1: 10,287 shares; 2025Q2: 10,338 shares; 2025Q3: 10,618 shares; 2025Q4: 7,935 shares; 2026Q1: 7,885 shares 7,885 $371K 0.11% -50 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: 1,087 shares; 2024Q4: 1,130 shares; 2025Q1: 1,121 shares; 2025Q2: 1,088 shares; 2025Q3: 1,482 shares; 2025Q4: 2,044 shares; 2026Q1: 1,866 shares 1,866 $370K 0.11% -178 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,235 shares 1,235 $366K 0.11% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,619 shares; 2025Q2: 3,757 shares; 2025Q3: 3,685 shares; 2025Q4: 3,769 shares; 2026Q1: 5,078 shares 5,078 $365K 0.11% +1,309 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 743 shares; 2026Q1: 1,053 shares 1,053 $361K 0.1% +310 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 320 shares; 2025Q2: 345 shares; 2025Q3: 292 shares; 2025Q4: 367 shares; 2026Q1: 415 shares 415 $360K 0.1% +48 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: 2,137 shares; 2025Q1: 2,706 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,516 shares; 2026Q1: 2,704 shares 2,704 $357K 0.1% +188 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,452 shares; 2024Q4: 6,125 shares; 2025Q1: 6,560 shares; 2025Q2: 7,304 shares; 2025Q3: 6,508 shares; 2025Q4: 5,948 shares; 2026Q1: 4,865 shares 4,865 $354K 0.1% -1,083 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,565 shares; 2025Q3: 2,679 shares; 2025Q4: 2,941 shares; 2026Q1: 2,869 shares 2,869 $354K 0.1% -72 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: 2,483 shares; 2025Q1: 2,520 shares; 2025Q2: 2,413 shares; 2025Q3: 2,509 shares; 2025Q4: 2,637 shares; 2026Q1: 2,147 shares 2,147 $353K 0.1% -490 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,081 shares 1,081 $352K 0.1% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 484 shares; 2026Q1: 648 shares 648 $349K 0.1% +164 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: not reported; 2024Q4: 12,693 shares; 2025Q1: 8,078 shares; 2025Q2: 8,482 shares; 2025Q3: 9,725 shares; 2025Q4: 10,010 shares; 2026Q1: 12,391 shares 12,391 $348K 0.1% +2,381 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: not reported; 2024Q4: 2,016 shares; 2025Q1: 2,067 shares; 2025Q2: 2,600 shares; 2025Q3: 2,052 shares; 2025Q4: 2,670 shares; 2026Q1: 3,532 shares 3,532 $340K 0.1% +862 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 973 shares; 2025Q2: 1,396 shares; 2025Q3: 1,214 shares; 2025Q4: 1,362 shares; 2026Q1: 1,367 shares 1,367 $340K 0.1% +5 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 3,307 shares; 2025Q3: 3,472 shares; 2025Q4: 3,704 shares; 2026Q1: 3,577 shares 3,577 $337K 0.1% -127 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 763 shares; 2026Q1: 1,147 shares 1,147 $335K 0.1% +384 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: 967 shares; 2024Q4: 962 shares; 2025Q1: 851 shares; 2025Q2: 820 shares; 2025Q3: 792 shares; 2025Q4: 991 shares; 2026Q1: 1,106 shares 1,106 $335K 0.1% +115 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: 453 shares; 2024Q4: 547 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 1,173 shares; 2025Q4: 684 shares; 2026Q1: 1,371 shares 1,371 $333K 0.1% +687 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: 1,946 shares; 2024Q4: 2,048 shares; 2025Q1: 1,969 shares; 2025Q2: 1,782 shares; 2025Q3: 1,631 shares; 2025Q4: 1,872 shares; 2026Q1: 1,763 shares 1,763 $329K 0.09% -109 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,098 shares; 2024Q4: 22,250 shares; 2025Q1: 15,866 shares; 2025Q2: 13,528 shares; 2025Q3: 7,300 shares; 2025Q4: 7,756 shares; 2026Q1: 4,672 shares 4,672 $326K 0.09% -3,084 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,167 shares; 2025Q1: 3,111 shares; 2025Q2: 3,103 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,926 shares 3,926 $321K 0.09% new 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: 506 shares; 2024Q4: 478 shares; 2025Q1: 428 shares; 2025Q2: 502 shares; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 694 shares 694 $320K 0.09% +94 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,631 shares 2,631 $312K 0.09% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,145 shares; 2025Q3: 1,138 shares; 2025Q4: 986 shares; 2026Q1: 980 shares 980 $312K 0.09% -6 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,878 shares 4,878 $306K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,559 shares; 2025Q2: 1,843 shares; 2025Q3: 1,540 shares; 2025Q4: 2,036 shares; 2026Q1: 1,821 shares 1,821 $305K 0.09% -215 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE 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: not reported; 2025Q3: not reported; 2025Q4: 1,603 shares; 2026Q1: 2,294 shares 2,294 $302K 0.09% +691 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,443 shares; 2025Q3: 1,504 shares; 2025Q4: 1,927 shares; 2026Q1: 1,650 shares 1,650 $301K 0.09% -277 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,133 shares; 2025Q4: 1,863 shares; 2026Q1: 2,104 shares 2,104 $297K 0.09% +241 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,467 shares; 2025Q3: 1,483 shares; 2025Q4: 1,642 shares; 2026Q1: 1,283 shares 1,283 $296K 0.09% -359 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,719 shares; 2025Q2: 1,672 shares; 2025Q3: 1,839 shares; 2025Q4: 1,886 shares; 2026Q1: 1,964 shares 1,964 $296K 0.09% +78 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,548 shares 1,548 $295K 0.09% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,149 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,778 shares 1,778 $294K 0.08% new Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,397 shares; 2024Q4: 11,397 shares; 2025Q1: 11,397 shares; 2025Q2: 11,397 shares; 2025Q3: 11,397 shares; 2025Q4: 11,397 shares; 2026Q1: 5,761 shares 5,761 $292K 0.08% -5,636 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,198 shares; 2025Q3: 1,139 shares; 2025Q4: 1,121 shares; 2026Q1: 1,264 shares 1,264 $291K 0.08% +143 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 651 shares 651 $289K 0.08% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,646 shares; 2025Q4: 1,528 shares; 2026Q1: 2,115 shares 2,115 $289K 0.08% +587 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: 7,310 shares; 2024Q4: 7,191 shares; 2025Q1: 5,980 shares; 2025Q2: 6,050 shares; 2025Q3: 6,149 shares; 2025Q4: 5,325 shares; 2026Q1: 3,254 shares 3,254 $285K 0.08% -2,071 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,125 shares; 2025Q3: not reported; 2025Q4: 2,444 shares; 2026Q1: 2,794 shares 2,794 $285K 0.08% +350 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 540 shares 540 $282K 0.08% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,826 shares 1,826 $280K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,022 shares 3,022 $280K 0.08% new 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: not reported; 2024Q4: 3,853 shares; 2025Q1: 4,035 shares; 2025Q2: 3,504 shares; 2025Q3: 3,542 shares; 2025Q4: 3,722 shares; 2026Q1: 3,496 shares 3,496 $278K 0.08% -226 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,673 shares 6,673 $278K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,053 shares; 2026Q1: 5,134 shares 5,134 $277K 0.08% +1,081 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 2,790 shares; 2025Q1: 2,790 shares; 2025Q2: 2,790 shares; 2025Q3: 2,790 shares; 2025Q4: 2,790 shares; 2026Q1: 2,922 shares 2,922 $276K 0.08% +132 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 3,071 shares; 2025Q1: 3,071 shares; 2025Q2: 3,063 shares; 2025Q3: 3,112 shares; 2025Q4: 3,151 shares; 2026Q1: 3,151 shares 3,151 $273K 0.08% 0 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: 248 shares; 2025Q1: 243 shares; 2025Q2: 230 shares; 2025Q3: 217 shares; 2025Q4: 323 shares; 2026Q1: 282 shares 282 $271K 0.08% -41 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,170 shares; 2025Q4: 1,229 shares; 2026Q1: 1,265 shares 1,265 $271K 0.08% +36 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to 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: 3,229 shares 3,229 $270K 0.08% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,181 shares 1,181 $270K 0.08% new Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 424 shares 424 $269K 0.08% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 2,189 shares; 2025Q1: 2,753 shares; 2025Q2: 2,829 shares; 2025Q3: 2,961 shares; 2025Q4: 3,968 shares; 2026Q1: 2,669 shares 2,669 $268K 0.08% -1,299 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 775 shares 775 $267K 0.08% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 852 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 935 shares; 2026Q1: 1,100 shares 1,100 $267K 0.08% +165 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: not reported; 2025Q2: 1,170 shares; 2025Q3: 1,160 shares; 2025Q4: 1,038 shares; 2026Q1: 782 shares 782 $265K 0.08% -256 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 170 shares; 2026Q1: 180 shares 180 $265K 0.08% +10 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: not reported; 2026Q1: 808 shares 808 $260K 0.08% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,380 shares; 2026Q1: 2,586 shares 2,586 $254K 0.07% +206 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: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 398 shares; 2026Q1: 439 shares 439 $253K 0.07% +41 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,692 shares; 2024Q4: 14,847 shares; 2025Q1: 13,552 shares; 2025Q2: 12,922 shares; 2025Q3: 10,152 shares; 2025Q4: 10,796 shares; 2026Q1: 8,731 shares 8,731 $253K 0.07% -2,065 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 784 shares 784 $253K 0.07% new Timeline JPST 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: not reported; 2026Q1: 4,995 shares 4,995 $253K 0.07% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,233 shares; 2025Q1: 1,444 shares; 2025Q2: 1,564 shares; 2025Q3: 1,604 shares; 2025Q4: 1,483 shares; 2026Q1: 890 shares 890 $253K 0.07% -593 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: 705 shares; 2024Q4: 647 shares; 2025Q1: 589 shares; 2025Q2: 511 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 447 shares 447 $252K 0.07% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 9,873 shares; 2025Q1: 9,873 shares; 2025Q2: 9,873 shares; 2025Q3: 8,970 shares; 2025Q4: 8,970 shares; 2026Q1: 8,220 shares 8,220 $252K 0.07% -750 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,251 shares 2,251 $247K 0.07% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,525 shares; 2026Q1: 4,538 shares 4,538 $246K 0.07% +13 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,856 shares 4,856 $244K 0.07% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 611 shares 611 $237K 0.07% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,841 shares; 2025Q2: 1,824 shares; 2025Q3: 1,888 shares; 2025Q4: 2,244 shares; 2026Q1: 1,628 shares 1,628 $236K 0.07% -616 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,930 shares 1,930 $234K 0.07% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,888 shares; 2026Q1: 3,887 shares 3,887 $233K 0.07% -1 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR 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: 3,681 shares 3,681 $230K 0.07% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,304 shares; 2025Q3: 1,480 shares; 2025Q4: 1,694 shares; 2026Q1: 1,346 shares 1,346 $230K 0.07% -348 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: 714 shares; 2024Q4: 729 shares; 2025Q1: not reported; 2025Q2: 653 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 634 shares 634 $227K 0.07% new 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: 435 shares; 2024Q4: 388 shares; 2025Q1: 385 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 927 shares 927 $226K 0.07% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 924 shares; 2026Q1: 885 shares 885 $225K 0.07% -39 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,367 shares; 2025Q1: 28,617 shares; 2025Q2: 7,165 shares; 2025Q3: 2,772 shares; 2025Q4: 17,876 shares; 2026Q1: 2,872 shares 2,872 $225K 0.07% -15,004 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,030 shares 2,030 $225K 0.06% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,958 shares; 2026Q1: 4,154 shares 4,154 $219K 0.06% -804 Timeline NTRA NATERA INC More: the full row for NATERA 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: 1,142 shares; 2026Q1: 1,092 shares 1,092 $218K 0.06% -50 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: 661 shares; 2024Q4: not reported; 2025Q1: 703 shares; 2025Q2: not reported; 2025Q3: 715 shares; 2025Q4: 833 shares; 2026Q1: 693 shares 693 $215K 0.06% -140 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,024 shares 1,024 $215K 0.06% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 438 shares; 2026Q1: 360 shares 360 $213K 0.06% -78 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: 5,170 shares; 2024Q4: 6,086 shares; 2025Q1: 6,666 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,435 shares 7,435 $213K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,324 shares 3,324 $213K 0.06% new Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,157 shares 2,157 $212K 0.06% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,285 shares; 2025Q1: 4,285 shares; 2025Q2: 4,285 shares; 2025Q3: 4,285 shares; 2025Q4: 4,285 shares; 2026Q1: 4,285 shares 4,285 $212K 0.06% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA 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: 972 shares; 2025Q3: 1,074 shares; 2025Q4: 908 shares; 2026Q1: 1,204 shares 1,204 $211K 0.06% +296 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: not reported; 2024Q4: not reported; 2025Q1: 1,057 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 843 shares 843 $211K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 792 shares 792 $211K 0.06% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,411 shares 2,411 $211K 0.06% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 934 shares; 2025Q1: 780 shares; 2025Q2: 847 shares; 2025Q3: 866 shares; 2025Q4: 996 shares; 2026Q1: 1,062 shares 1,062 $211K 0.06% +66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,441 shares; 2026Q1: 6,556 shares 6,556 $210K 0.06% -1,885 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,490 shares 1,490 $209K 0.06% new Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS 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: 1,608 shares; 2026Q1: 1,258 shares 1,258 $208K 0.06% -350 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 985 shares 985 $207K 0.06% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,711 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,905 shares 4,905 $204K 0.06% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,809 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,783 shares 1,783 $204K 0.06% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,135 shares 6,135 $204K 0.06% new 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: not reported; 2025Q4: not reported; 2026Q1: 824 shares 824 $204K 0.06% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,306 shares; 2025Q2: 4,957 shares; 2025Q3: 5,197 shares; 2025Q4: 5,582 shares; 2026Q1: 3,589 shares 3,589 $203K 0.06% -1,993 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,759 shares; 2026Q1: 2,517 shares 2,517 $202K 0.06% -1,242 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,231 shares 1,231 $202K 0.06% new Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,573 shares 3,573 $202K 0.06% new Timeline LRMR LARIMAR THERAPEUTICS INC More: the full row for LARIMAR THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,387 shares; 2024Q4: 23,798 shares; 2025Q1: 23,970 shares; 2025Q2: 24,172 shares; 2025Q3: 29,240 shares; 2025Q4: 29,322 shares; 2026Q1: 29,493 shares 29,493 $133K 0.04% +171 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $118K 0.03% new Timeline NOTV INOTIV INC More: the full row for INOTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,710 shares; 2024Q4: 80,840 shares; 2025Q1: 80,840 shares; 2025Q2: 77,710 shares; 2025Q3: 71,710 shares; 2025Q4: 65,710 shares; 2026Q1: 65,710 shares 65,710 $17.9K 0.01% 0 Timeline ALIT ALIGHT INC More: the full row for ALIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,051 shares 10,051 $5.86K <0.01% new Timeline