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: 220,444 shares; 2024Q4: 249,087 shares; 2025Q1: 236,057 shares; 2025Q2: 239,169 shares; 2025Q3: 250,606 shares; 2025Q4: 239,069 shares; 2026Q1: 241,894 shares 241,894 $61.4M 4.38% +2,825 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: 264,053 shares; 2024Q4: 289,535 shares; 2025Q1: 269,752 shares; 2025Q2: 264,162 shares; 2025Q3: 300,417 shares; 2025Q4: 323,046 shares; 2026Q1: 338,482 shares 338,482 $59M 4.21% +15,436 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,548 shares; 2024Q4: 71,126 shares; 2025Q1: 74,761 shares; 2025Q2: 74,185 shares; 2025Q3: 75,819 shares; 2025Q4: 77,548 shares; 2026Q1: 81,283 shares 81,283 $53.1M 3.78% +3,735 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: 55,675 shares; 2024Q4: 76,151 shares; 2025Q1: 94,495 shares; 2025Q2: 95,031 shares; 2025Q3: 95,165 shares; 2025Q4: 73,933 shares; 2026Q1: 74,491 shares 74,491 $48.4M 3.45% +558 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: 102,210 shares; 2024Q4: 114,183 shares; 2025Q1: 100,371 shares; 2025Q2: 102,826 shares; 2025Q3: 108,660 shares; 2025Q4: 113,656 shares; 2026Q1: 115,261 shares 115,261 $42.7M 3.04% +1,605 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: 30,013 shares; 2024Q4: 32,755 shares; 2025Q1: 55,477 shares; 2025Q2: 57,465 shares; 2025Q3: 57,666 shares; 2025Q4: 57,653 shares; 2026Q1: 71,250 shares 71,250 $42.6M 3.03% +13,597 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,083,300 shares; 2024Q4: 1,630,350 shares; 2025Q1: 1,632,350 shares; 2025Q2: 1,618,160 shares; 2025Q3: 1,618,160 shares; 2025Q4: 1,649,160 shares; 2026Q1: 1,650,820 shares 1,650,820 $40.3M 2.87% +1,660 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: 88,564 shares; 2024Q4: 101,119 shares; 2025Q1: 98,887 shares; 2025Q2: 100,521 shares; 2025Q3: 108,194 shares; 2025Q4: 103,823 shares; 2026Q1: 113,952 shares 113,952 $32.8M 2.34% +10,129 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: 110,837 shares; 2024Q4: 122,190 shares; 2025Q1: 101,205 shares; 2025Q2: 104,476 shares; 2025Q3: 112,250 shares; 2025Q4: 117,680 shares; 2026Q1: 124,202 shares 124,202 $25.9M 1.84% +6,522 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: 38,638 shares; 2024Q4: 42,106 shares; 2025Q1: 51,029 shares; 2025Q2: 51,258 shares; 2025Q3: 52,156 shares; 2025Q4: 50,970 shares; 2026Q1: 56,187 shares 56,187 $24.2M 1.72% +5,217 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: 72,356 shares; 2024Q4: 72,794 shares; 2025Q1: 74,429 shares; 2025Q2: 75,171 shares; 2025Q3: 76,183 shares; 2025Q4: 76,614 shares; 2026Q1: 77,814 shares 77,814 $22.3M 1.59% +1,200 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: 42,137 shares; 2024Q4: 54,684 shares; 2025Q1: 58,040 shares; 2025Q2: 58,940 shares; 2025Q3: 64,976 shares; 2025Q4: 70,077 shares; 2026Q1: 72,554 shares 72,554 $21.3M 1.52% +2,477 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,372 shares; 2024Q4: 51,899 shares; 2025Q1: 51,349 shares; 2025Q2: 53,685 shares; 2025Q3: 53,695 shares; 2025Q4: 48,969 shares; 2026Q1: 48,749 shares 48,749 $20.8M 1.48% -220 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: 45,110 shares; 2024Q4: 48,968 shares; 2025Q1: 49,156 shares; 2025Q2: 49,904 shares; 2025Q3: 61,590 shares; 2025Q4: 63,465 shares; 2026Q1: 67,050 shares 67,050 $20.8M 1.48% +3,585 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: 84,325 shares; 2024Q4: 84,479 shares; 2025Q1: 154,601 shares; 2025Q2: 175,513 shares; 2025Q3: 190,589 shares; 2025Q4: 243,060 shares; 2026Q1: 289,760 shares 289,760 $19.6M 1.39% +46,700 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550,280 shares; 2024Q4: 550,280 shares; 2025Q1: 553,280 shares; 2025Q2: 543,915 shares; 2025Q3: 543,915 shares; 2025Q4: 543,915 shares; 2026Q1: 543,915 shares 543,915 $19.3M 1.37% 0 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: 20,359 shares; 2024Q4: 23,088 shares; 2025Q1: 24,387 shares; 2025Q2: 25,243 shares; 2025Q3: 27,824 shares; 2025Q4: 29,269 shares; 2026Q1: 29,460 shares 29,460 $16.9M 1.2% +191 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: 148,847 shares; 2024Q4: 161,454 shares; 2025Q1: 161,558 shares; 2025Q2: 161,228 shares; 2025Q3: 161,799 shares; 2025Q4: 173,610 shares; 2026Q1: 172,130 shares 172,130 $16.7M 1.19% -1,480 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: 77,095 shares; 2024Q4: 85,846 shares; 2025Q1: 90,481 shares; 2025Q2: 90,994 shares; 2025Q3: 89,842 shares; 2025Q4: 92,011 shares; 2026Q1: 96,510 shares 96,510 $16.4M 1.17% +4,499 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: 41,463 shares; 2024Q4: 50,821 shares; 2025Q1: 60,197 shares; 2025Q2: 60,951 shares; 2025Q3: 60,048 shares; 2025Q4: 62,319 shares; 2026Q1: 62,833 shares 62,833 $15.6M 1.11% +514 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,048 shares; 2024Q4: 69,072 shares; 2025Q1: 56,950 shares; 2025Q2: 56,132 shares; 2025Q3: 56,043 shares; 2025Q4: 50,576 shares; 2026Q1: 49,151 shares 49,151 $14.1M 1.01% -1,425 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: 114,532 shares; 2024Q4: 135,405 shares; 2025Q1: 112,195 shares; 2025Q2: 111,300 shares; 2025Q3: 115,435 shares; 2025Q4: 149,916 shares; 2026Q1: 150,861 shares 150,861 $13.7M 0.97% +945 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: 31,876 shares; 2024Q4: 33,556 shares; 2025Q1: 56,421 shares; 2025Q2: 78,345 shares; 2025Q3: 82,056 shares; 2025Q4: 125,460 shares; 2026Q1: 138,232 shares 138,232 $13.4M 0.96% +12,772 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: 19,803 shares; 2024Q4: 22,528 shares; 2025Q1: 23,880 shares; 2025Q2: 25,692 shares; 2025Q3: 27,989 shares; 2025Q4: 27,748 shares; 2026Q1: 27,842 shares 27,842 $13.3M 0.95% +94 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: 55,508 shares; 2024Q4: 75,902 shares; 2025Q1: 90,366 shares; 2025Q2: 85,812 shares; 2025Q3: 88,293 shares; 2025Q4: 93,739 shares; 2026Q1: 107,198 shares 107,198 $13.3M 0.95% +13,459 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: 34,378 shares; 2024Q4: 258,157 shares; 2025Q1: 207,085 shares; 2025Q2: 205,807 shares; 2025Q3: 225,610 shares; 2025Q4: 279,559 shares; 2026Q1: 266,478 shares 266,478 $13M 0.93% -13,081 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: 28,760 shares; 2024Q4: 29,973 shares; 2025Q1: 32,609 shares; 2025Q2: 32,731 shares; 2025Q3: 37,346 shares; 2025Q4: 44,987 shares; 2026Q1: 45,766 shares 45,766 $11.2M 0.8% +779 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: 26,625 shares; 2024Q4: 28,724 shares; 2025Q1: 28,675 shares; 2025Q2: 28,974 shares; 2025Q3: 67,248 shares; 2025Q4: 148,150 shares; 2026Q1: 151,827 shares 151,827 $11M 0.79% +3,677 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,049 shares; 2025Q4: 91,962 shares; 2026Q1: 135,608 shares 135,608 $10.9M 0.78% +43,646 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: 8,684 shares; 2024Q4: 10,005 shares; 2025Q1: 9,970 shares; 2025Q2: 10,245 shares; 2025Q3: 11,697 shares; 2025Q4: 13,682 shares; 2026Q1: 14,950 shares 14,950 $10.6M 0.75% +1,268 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: 71,862 shares; 2024Q4: 127,920 shares; 2025Q1: 139,755 shares; 2025Q2: 136,196 shares; 2025Q3: 135,697 shares; 2025Q4: 147,541 shares; 2026Q1: 148,808 shares 148,808 $9.54M 0.68% +1,267 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: 15,054 shares; 2024Q4: 19,563 shares; 2025Q1: 20,669 shares; 2025Q2: 20,205 shares; 2025Q3: 21,346 shares; 2025Q4: 22,590 shares; 2026Q1: 24,084 shares 24,084 $8.95M 0.64% +1,494 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,366 shares; 2024Q4: 45,741 shares; 2025Q1: 44,943 shares; 2025Q2: 46,105 shares; 2025Q3: 45,307 shares; 2025Q4: 41,694 shares; 2026Q1: 41,696 shares 41,696 $8.91M 0.64% +2 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: 17,554 shares; 2024Q4: 16,859 shares; 2025Q1: 7,942 shares; 2025Q2: 8,053 shares; 2025Q3: 8,204 shares; 2025Q4: 7,905 shares; 2026Q1: 8,595 shares 8,595 $8.56M 0.61% +690 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: 4,476 shares; 2024Q4: 7,418 shares; 2025Q1: 7,211 shares; 2025Q2: 7,314 shares; 2025Q3: 8,348 shares; 2025Q4: 9,057 shares; 2026Q1: 9,906 shares 9,906 $8.38M 0.6% +849 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,014 shares; 2025Q4: 124,276 shares; 2026Q1: 120,274 shares 120,274 $8M 0.57% -4,002 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: 6,943 shares; 2024Q4: 7,179 shares; 2025Q1: 7,955 shares; 2025Q2: 7,900 shares; 2025Q3: 8,169 shares; 2025Q4: 8,340 shares; 2026Q1: 8,594 shares 8,594 $7.9M 0.56% +254 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: 21,262 shares; 2024Q4: 23,880 shares; 2025Q1: 25,221 shares; 2025Q2: 25,740 shares; 2025Q3: 26,477 shares; 2025Q4: 24,966 shares; 2026Q1: 25,173 shares 25,173 $7.61M 0.54% +207 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: 31,527 shares; 2024Q4: 31,737 shares; 2025Q1: 30,377 shares; 2025Q2: 33,820 shares; 2025Q3: 38,646 shares; 2025Q4: 36,229 shares; 2026Q1: 36,380 shares 36,380 $7.53M 0.54% +151 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: 24,745 shares; 2024Q4: 26,959 shares; 2025Q1: 28,519 shares; 2025Q2: 28,374 shares; 2025Q3: 32,325 shares; 2025Q4: 34,121 shares; 2026Q1: 33,736 shares 33,736 $7.34M 0.52% -385 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: 12,116 shares; 2024Q4: 28,272 shares; 2025Q1: 40,146 shares; 2025Q2: 43,977 shares; 2025Q3: 47,899 shares; 2025Q4: 50,848 shares; 2026Q1: 49,843 shares 49,843 $7.29M 0.52% -1,005 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,775 shares; 2025Q1: 8,787 shares; 2025Q2: 126,612 shares; 2025Q3: 152,999 shares; 2025Q4: 167,649 shares; 2026Q1: 183,028 shares 183,028 $7.19M 0.51% +15,379 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: 5,677 shares; 2024Q4: 13,845 shares; 2025Q1: 11,334 shares; 2025Q2: 12,441 shares; 2025Q3: 12,606 shares; 2025Q4: 12,513 shares; 2026Q1: 12,076 shares 12,076 $6.97M 0.5% -437 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: 5,654 shares; 2024Q4: 8,262 shares; 2025Q1: 8,602 shares; 2025Q2: 8,744 shares; 2025Q3: 18,630 shares; 2025Q4: 23,438 shares; 2026Q1: 23,730 shares 23,730 $6.73M 0.48% +292 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: 26,666 shares; 2024Q4: 32,263 shares; 2025Q1: 41,199 shares; 2025Q2: 45,963 shares; 2025Q3: 47,567 shares; 2025Q4: 49,304 shares; 2026Q1: 53,574 shares 53,574 $6.66M 0.47% +4,270 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,249 shares; 2024Q4: 36,495 shares; 2025Q1: 36,854 shares; 2025Q2: 32,782 shares; 2025Q3: 32,037 shares; 2025Q4: 31,607 shares; 2026Q1: 33,582 shares 33,582 $6.44M 0.46% +1,975 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: 3,076 shares; 2024Q4: 3,664 shares; 2025Q1: 3,504 shares; 2025Q2: 3,458 shares; 2025Q3: 3,784 shares; 2025Q4: 3,750 shares; 2026Q1: 4,123 shares 4,123 $6.07M 0.43% +373 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,608 shares; 2024Q4: 55,964 shares; 2025Q1: 55,012 shares; 2025Q2: 55,286 shares; 2025Q3: 55,236 shares; 2025Q4: 57,030 shares; 2026Q1: 55,169 shares 55,169 $6.05M 0.43% -1,861 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: 63,799 shares; 2024Q4: 59,909 shares; 2025Q1: 59,711 shares; 2025Q2: 60,986 shares; 2025Q3: 69,539 shares; 2025Q4: 73,493 shares; 2026Q1: 75,468 shares 75,468 $5.86M 0.42% +1,975 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: 14,536 shares; 2024Q4: 16,826 shares; 2025Q1: 15,845 shares; 2025Q2: 16,380 shares; 2025Q3: 16,484 shares; 2025Q4: 16,431 shares; 2026Q1: 17,246 shares 17,246 $5.83M 0.42% +815 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: 42,274 shares; 2024Q4: 46,571 shares; 2025Q1: 37,083 shares; 2025Q2: 36,285 shares; 2025Q3: 40,089 shares; 2025Q4: 49,118 shares; 2026Q1: 47,671 shares 47,671 $5.73M 0.41% -1,447 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,881 shares; 2024Q4: 34,641 shares; 2025Q1: 34,719 shares; 2025Q2: 35,071 shares; 2025Q3: 35,071 shares; 2025Q4: 45,223 shares; 2026Q1: 44,531 shares 44,531 $5.71M 0.41% -692 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: 24,485 shares; 2024Q4: 32,464 shares; 2025Q1: 31,469 shares; 2025Q2: 32,281 shares; 2025Q3: 39,938 shares; 2025Q4: 71,018 shares; 2026Q1: 71,375 shares 71,375 $5.68M 0.41% +357 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,434 shares; 2024Q4: 54,652 shares; 2025Q1: 54,429 shares; 2025Q2: 54,358 shares; 2025Q3: 54,358 shares; 2025Q4: 63,771 shares; 2026Q1: 60,448 shares 60,448 $5.67M 0.4% -3,323 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: 11,615 shares; 2024Q4: 12,741 shares; 2025Q1: 12,738 shares; 2025Q2: 13,465 shares; 2025Q3: 27,052 shares; 2025Q4: 29,075 shares; 2026Q1: 29,155 shares 29,155 $5.62M 0.4% +80 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: 27,139 shares; 2024Q4: 28,744 shares; 2025Q1: 28,574 shares; 2025Q2: 29,481 shares; 2025Q3: 29,845 shares; 2025Q4: 30,482 shares; 2026Q1: 33,905 shares 33,905 $5.58M 0.4% +3,423 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: 907 shares; 2024Q4: 1,718 shares; 2025Q1: 2,111 shares; 2025Q2: 2,373 shares; 2025Q3: 5,043 shares; 2025Q4: 5,836 shares; 2026Q1: 6,029 shares 6,029 $5.26M 0.38% +193 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: 12,728 shares; 2024Q4: 15,860 shares; 2025Q1: 18,452 shares; 2025Q2: 19,156 shares; 2025Q3: 31,439 shares; 2025Q4: 35,522 shares; 2026Q1: 35,531 shares 35,531 $5.23M 0.37% +9 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: 10,200 shares; 2024Q4: 10,992 shares; 2025Q1: 12,546 shares; 2025Q2: 13,034 shares; 2025Q3: 15,763 shares; 2025Q4: 15,190 shares; 2026Q1: 15,446 shares 15,446 $5.08M 0.36% +256 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,945 shares; 2024Q4: 52,886 shares; 2025Q1: 50,719 shares; 2025Q2: 50,719 shares; 2025Q3: 52,816 shares; 2025Q4: 55,025 shares; 2026Q1: 56,332 shares 56,332 $4.97M 0.35% +1,307 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: 5,567 shares; 2024Q4: 6,117 shares; 2025Q1: 6,099 shares; 2025Q2: 5,675 shares; 2025Q3: 8,002 shares; 2025Q4: 7,983 shares; 2026Q1: 7,948 shares 7,948 $4.8M 0.34% -35 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,328 shares; 2024Q4: 5,109 shares; 2025Q1: 7,527 shares; 2025Q2: 7,377 shares; 2025Q3: 7,352 shares; 2025Q4: 7,340 shares; 2026Q1: 7,657 shares 7,657 $4.72M 0.34% +317 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,696 shares; 2024Q4: 27,209 shares; 2025Q1: 25,065 shares; 2025Q2: 25,069 shares; 2025Q3: 26,651 shares; 2025Q4: 27,356 shares; 2026Q1: 28,912 shares 28,912 $4.64M 0.33% +1,556 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: 4,177 shares; 2024Q4: 4,536 shares; 2025Q1: 4,557 shares; 2025Q2: 4,702 shares; 2025Q3: 4,883 shares; 2025Q4: 47,973 shares; 2026Q1: 47,553 shares 47,553 $4.57M 0.33% -420 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,054 shares; 2024Q4: 83,646 shares; 2025Q1: 83,265 shares; 2025Q2: 102,603 shares; 2025Q3: 99,594 shares; 2025Q4: 99,594 shares; 2026Q1: 95,764 shares 95,764 $4.37M 0.31% -3,830 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,858 shares; 2024Q4: 41,960 shares; 2025Q1: 41,960 shares; 2025Q2: 41,960 shares; 2025Q3: 105,003 shares; 2025Q4: 102,317 shares; 2026Q1: 217,619 shares 217,619 $4.2M 0.3% +115,302 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: 21,705 shares; 2024Q4: 23,910 shares; 2025Q1: 23,452 shares; 2025Q2: 23,582 shares; 2025Q3: 24,081 shares; 2025Q4: 24,454 shares; 2026Q1: 26,293 shares 26,293 $4.2M 0.3% +1,839 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: 8,789 shares; 2025Q4: 11,952 shares; 2026Q1: 12,804 shares 12,804 $4.12M 0.29% +852 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: 24,701 shares; 2024Q4: 16,988 shares; 2025Q1: 17,407 shares; 2025Q2: 19,013 shares; 2025Q3: 19,259 shares; 2025Q4: 19,483 shares; 2026Q1: 20,115 shares 20,115 $4.09M 0.29% +632 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: 12,224 shares; 2024Q4: 9,996 shares; 2025Q1: 10,255 shares; 2025Q2: 12,502 shares; 2025Q3: 13,133 shares; 2025Q4: 14,988 shares; 2026Q1: 15,506 shares 15,506 $4.06M 0.29% +518 Timeline IWY 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: 20,493 shares; 2024Q4: 21,401 shares; 2025Q1: 21,174 shares; 2025Q2: 19,109 shares; 2025Q3: 19,109 shares; 2025Q4: 18,289 shares; 2026Q1: 16,234 shares 16,234 $4.04M 0.29% -2,055 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,360 shares; 2024Q4: 22,018 shares; 2025Q1: 38,705 shares; 2025Q2: 34,686 shares; 2025Q3: 34,967 shares; 2025Q4: 33,853 shares; 2026Q1: 35,628 shares 35,628 $3.94M 0.28% +1,775 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,301 shares; 2024Q4: 40,301 shares; 2025Q1: 39,301 shares; 2025Q2: 42,440 shares; 2025Q3: 41,910 shares; 2025Q4: 41,910 shares; 2026Q1: 41,910 shares 41,910 $3.89M 0.28% 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: 54,873 shares; 2024Q4: 69,768 shares; 2025Q1: 67,528 shares; 2025Q2: 67,758 shares; 2025Q3: 67,490 shares; 2025Q4: 68,523 shares; 2026Q1: 70,341 shares 70,341 $3.8M 0.27% +1,818 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: 23,691 shares; 2024Q4: 29,121 shares; 2025Q1: 24,338 shares; 2025Q2: 23,850 shares; 2025Q3: 26,421 shares; 2025Q4: 26,300 shares; 2026Q1: 26,016 shares 26,016 $3.76M 0.27% -284 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,701 shares; 2024Q4: 25,573 shares; 2025Q1: 25,629 shares; 2025Q2: 26,361 shares; 2025Q3: 26,287 shares; 2025Q4: 25,806 shares; 2026Q1: 25,746 shares 25,746 $3.75M 0.27% -60 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,878 shares; 2024Q4: 13,351 shares; 2025Q1: 14,055 shares; 2025Q2: 14,086 shares; 2025Q3: 14,090 shares; 2025Q4: 28,183 shares; 2026Q1: 28,121 shares 28,121 $3.74M 0.27% -62 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: 5,227 shares; 2024Q4: 5,466 shares; 2025Q1: 5,326 shares; 2025Q2: 6,947 shares; 2025Q3: 9,152 shares; 2025Q4: 11,122 shares; 2026Q1: 10,924 shares 10,924 $3.73M 0.27% -198 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: 7,719 shares; 2024Q4: 8,276 shares; 2025Q1: 9,943 shares; 2025Q2: 10,000 shares; 2025Q3: 10,024 shares; 2025Q4: 10,158 shares; 2026Q1: 10,408 shares 10,408 $3.72M 0.27% +250 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,274 shares; 2024Q4: 10,769 shares; 2025Q1: 10,769 shares; 2025Q2: 11,111 shares; 2025Q3: 11,111 shares; 2025Q4: 17,380 shares; 2026Q1: 17,268 shares 17,268 $3.71M 0.26% -112 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: 4,919 shares; 2024Q4: 5,056 shares; 2025Q1: 5,447 shares; 2025Q2: 8,780 shares; 2025Q3: 9,669 shares; 2025Q4: 8,960 shares; 2026Q1: 12,820 shares 12,820 $3.64M 0.26% +3,860 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: 3,179 shares; 2024Q4: 3,355 shares; 2025Q1: 3,635 shares; 2025Q2: 3,648 shares; 2025Q3: 3,723 shares; 2025Q4: 3,776 shares; 2026Q1: 4,040 shares 4,040 $3.5M 0.25% +264 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: 105,052 shares; 2024Q4: 108,001 shares; 2025Q1: 106,620 shares; 2025Q2: 107,216 shares; 2025Q3: 106,429 shares; 2025Q4: 107,314 shares; 2026Q1: 106,565 shares 106,565 $3.41M 0.24% -749 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: 5,107 shares; 2024Q4: 6,185 shares; 2025Q1: 6,251 shares; 2025Q2: 6,412 shares; 2025Q3: 7,035 shares; 2025Q4: 6,478 shares; 2026Q1: 6,667 shares 6,667 $3.33M 0.24% +189 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,256 shares; 2024Q4: 7,983 shares; 2025Q1: 8,480 shares; 2025Q2: 8,841 shares; 2025Q3: 11,229 shares; 2025Q4: 12,747 shares; 2026Q1: 13,644 shares 13,644 $3.31M 0.24% +897 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: 2,133 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,412 shares; 2025Q4: 11,189 shares; 2026Q1: 13,190 shares 13,190 $3.31M 0.24% +2,001 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: 13,477 shares; 2025Q1: 13,574 shares; 2025Q2: 14,067 shares; 2025Q3: 14,203 shares; 2025Q4: 14,780 shares; 2026Q1: 15,270 shares 15,270 $3.26M 0.23% +490 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,374 shares; 2024Q4: 41,374 shares; 2025Q1: 41,374 shares; 2025Q2: 41,371 shares; 2025Q3: 44,568 shares; 2025Q4: 44,568 shares; 2026Q1: 83,967 shares 83,967 $3.18M 0.23% +39,399 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,550 shares; 2024Q4: 35,180 shares; 2025Q1: 38,519 shares; 2025Q2: 40,798 shares; 2025Q3: 43,673 shares; 2025Q4: 47,210 shares; 2026Q1: 44,423 shares 44,423 $3.1M 0.22% -2,787 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,955 shares; 2025Q1: 2,955 shares; 2025Q2: 2,954 shares; 2025Q3: 2,954 shares; 2025Q4: 7,309 shares; 2026Q1: 9,451 shares 9,451 $3.03M 0.22% +2,142 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: 11,675 shares; 2024Q4: 12,037 shares; 2025Q1: 12,316 shares; 2025Q2: 11,478 shares; 2025Q3: 11,371 shares; 2025Q4: 11,383 shares; 2026Q1: 11,988 shares 11,988 $2.96M 0.21% +605 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,201 shares; 2024Q4: 21,229 shares; 2025Q1: 22,799 shares; 2025Q2: 22,112 shares; 2025Q3: 30,390 shares; 2025Q4: 33,357 shares; 2026Q1: 22,935 shares 22,935 $2.95M 0.21% -10,422 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,097 shares; 2024Q4: 108,193 shares; 2025Q1: 91,002 shares; 2025Q2: 50,645 shares; 2025Q3: 43,494 shares; 2025Q4: 58,482 shares; 2026Q1: 58,482 shares 58,482 $2.92M 0.21% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,032 shares; 2024Q4: 9,032 shares; 2025Q1: 9,032 shares; 2025Q2: 9,032 shares; 2025Q3: 9,032 shares; 2025Q4: 9,032 shares; 2026Q1: 50,194 shares 50,194 $2.86M 0.2% +41,162 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,943 shares; 2025Q3: 51,059 shares; 2025Q4: 64,315 shares; 2026Q1: 73,214 shares 73,214 $2.85M 0.2% +8,899 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: 21,045 shares; 2024Q4: 21,939 shares; 2025Q1: 22,904 shares; 2025Q2: 22,974 shares; 2025Q3: 22,984 shares; 2025Q4: 46,122 shares; 2026Q1: 46,008 shares 46,008 $2.82M 0.2% -114 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,171 shares; 2024Q4: 3,643 shares; 2025Q1: 4,271 shares; 2025Q2: 4,074 shares; 2025Q3: 5,522 shares; 2025Q4: 6,092 shares; 2026Q1: 5,684 shares 5,684 $2.79M 0.2% -408 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: 9,199 shares; 2024Q4: 8,475 shares; 2025Q1: 8,669 shares; 2025Q2: 9,618 shares; 2025Q3: 13,132 shares; 2025Q4: 15,077 shares; 2026Q1: 16,777 shares 16,777 $2.77M 0.2% +1,700 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 2,555 shares; 2025Q1: 2,862 shares; 2025Q2: 3,908 shares; 2025Q3: 3,845 shares; 2025Q4: 5,745 shares; 2026Q1: 6,321 shares 6,321 $2.76M 0.2% +576 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: 9,934 shares; 2024Q4: 10,464 shares; 2025Q1: 10,249 shares; 2025Q2: 10,382 shares; 2025Q3: 11,800 shares; 2025Q4: 11,655 shares; 2026Q1: 12,079 shares 12,079 $2.73M 0.19% +424 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,402 shares; 2025Q1: 5,849 shares; 2025Q2: 5,849 shares; 2025Q3: 5,849 shares; 2025Q4: 5,803 shares; 2026Q1: 5,803 shares 5,803 $2.69M 0.19% 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: 11,905 shares; 2024Q4: 13,052 shares; 2025Q1: 14,684 shares; 2025Q2: 14,143 shares; 2025Q3: 16,357 shares; 2025Q4: 18,443 shares; 2026Q1: 16,974 shares 16,974 $2.64M 0.19% -1,469 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: 4,449 shares; 2024Q4: 4,609 shares; 2025Q1: 4,623 shares; 2025Q2: 4,651 shares; 2025Q3: 7,555 shares; 2025Q4: 8,263 shares; 2026Q1: 7,357 shares 7,357 $2.59M 0.18% -906 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: 32,453 shares; 2024Q4: 28,904 shares; 2025Q1: 28,924 shares; 2025Q2: 29,380 shares; 2025Q3: 30,929 shares; 2025Q4: 31,837 shares; 2026Q1: 33,894 shares 33,894 $2.58M 0.18% +2,057 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: 2,052 shares; 2024Q4: 2,222 shares; 2025Q1: 1,627 shares; 2025Q2: 1,777 shares; 2025Q3: 5,455 shares; 2025Q4: 6,964 shares; 2026Q1: 7,624 shares 7,624 $2.58M 0.18% +660 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,286 shares; 2024Q4: 43,856 shares; 2025Q1: 41,122 shares; 2025Q2: 43,222 shares; 2025Q3: 52,100 shares; 2025Q4: 56,552 shares; 2026Q1: 61,705 shares 61,705 $2.53M 0.18% +5,153 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,698 shares; 2024Q4: 27,651 shares; 2025Q1: 29,259 shares; 2025Q2: 29,916 shares; 2025Q3: 30,551 shares; 2025Q4: 29,981 shares; 2026Q1: 33,128 shares 33,128 $2.4M 0.17% +3,147 Timeline DUHP 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: 28,637 shares; 2024Q4: 42,110 shares; 2025Q1: 67,549 shares; 2025Q2: 66,294 shares; 2025Q3: 66,294 shares; 2025Q4: 64,394 shares; 2026Q1: 64,394 shares 64,394 $2.37M 0.17% 0 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: 6,869 shares; 2024Q4: 7,241 shares; 2025Q1: 7,394 shares; 2025Q2: 7,237 shares; 2025Q3: 7,330 shares; 2025Q4: 7,483 shares; 2026Q1: 7,487 shares 7,487 $2.33M 0.17% +4 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: 1,395 shares; 2024Q4: 890 shares; 2025Q1: 960 shares; 2025Q2: 1,250 shares; 2025Q3: 1,489 shares; 2025Q4: 1,540 shares; 2026Q1: 1,755 shares 1,755 $2.32M 0.17% +215 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,768 shares 24,768 $2.3M 0.16% new 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: 31,581 shares; 2024Q4: 36,935 shares; 2025Q1: 39,893 shares; 2025Q2: 42,985 shares; 2025Q3: 40,650 shares; 2025Q4: 40,587 shares; 2026Q1: 45,188 shares 45,188 $2.27M 0.16% +4,601 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: 8,356 shares; 2024Q4: 9,956 shares; 2025Q1: 9,469 shares; 2025Q2: 8,640 shares; 2025Q3: 9,646 shares; 2025Q4: 9,831 shares; 2026Q1: 8,319 shares 8,319 $2.25M 0.16% -1,512 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: 2,290 shares; 2024Q4: 2,446 shares; 2025Q1: 2,550 shares; 2025Q2: 2,595 shares; 2025Q3: 4,009 shares; 2025Q4: 4,324 shares; 2026Q1: 3,961 shares 3,961 $2.23M 0.16% -363 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: 1,592 shares; 2024Q4: 1,609 shares; 2025Q1: 1,675 shares; 2025Q2: 1,598 shares; 2025Q3: 3,195 shares; 2025Q4: 3,651 shares; 2026Q1: 3,168 shares 3,168 $2.16M 0.15% -483 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.15M 0.15% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,331 shares; 2024Q4: 8,511 shares; 2025Q1: 8,492 shares; 2025Q2: 8,615 shares; 2025Q3: 16,492 shares; 2025Q4: 17,678 shares; 2026Q1: 16,342 shares 16,342 $2.14M 0.15% -1,336 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,019 shares; 2024Q4: 99,657 shares; 2025Q1: 100,999 shares; 2025Q2: 88,914 shares; 2025Q3: 92,322 shares; 2025Q4: 46,974 shares; 2026Q1: 33,730 shares 33,730 $2.11M 0.15% -13,244 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: 1,277 shares; 2024Q4: 1,763 shares; 2025Q1: 1,736 shares; 2025Q2: 1,747 shares; 2025Q3: 2,359 shares; 2025Q4: 13,651 shares; 2026Q1: 19,965 shares 19,965 $2.09M 0.15% +6,314 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,822 shares; 2026Q1: 14,061 shares 14,061 $2.08M 0.15% +8,239 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: 3,665 shares; 2024Q4: 3,762 shares; 2025Q1: 3,727 shares; 2025Q2: 13,861 shares; 2025Q3: 14,193 shares; 2025Q4: 14,025 shares; 2026Q1: 11,095 shares 11,095 $2.02M 0.14% -2,930 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,131 shares; 2025Q1: 15,583 shares; 2025Q2: 8,011 shares; 2025Q3: 8,049 shares; 2025Q4: 14,451 shares; 2026Q1: 14,848 shares 14,848 $2.02M 0.14% +397 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: 18,637 shares; 2024Q4: 19,969 shares; 2025Q1: 20,195 shares; 2025Q2: 20,290 shares; 2025Q3: 26,530 shares; 2025Q4: 28,522 shares; 2026Q1: 19,610 shares 19,610 $2.01M 0.14% -8,912 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,793 shares; 2024Q4: 31,141 shares; 2025Q1: 31,409 shares; 2025Q2: 42,054 shares; 2025Q3: 42,054 shares; 2025Q4: 42,054 shares; 2026Q1: 42,054 shares 42,054 $1.97M 0.14% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,546 shares; 2025Q1: 3,972 shares; 2025Q2: 5,485 shares; 2025Q3: 6,053 shares; 2025Q4: 5,922 shares; 2026Q1: 7,049 shares 7,049 $1.97M 0.14% +1,127 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,944 shares; 2026Q1: 76,690 shares 76,690 $1.97M 0.14% +17,746 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: 16,542 shares; 2024Q4: 17,547 shares; 2025Q1: 17,544 shares; 2025Q2: 18,640 shares; 2025Q3: 19,716 shares; 2025Q4: 19,756 shares; 2026Q1: 21,038 shares 21,038 $1.95M 0.14% +1,282 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,417 shares; 2024Q4: 12,524 shares; 2025Q1: 12,418 shares; 2025Q2: 13,005 shares; 2025Q3: 21,060 shares; 2025Q4: 20,029 shares; 2026Q1: 20,181 shares 20,181 $1.95M 0.14% +152 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,566 shares; 2025Q1: 23,114 shares; 2025Q2: 33,117 shares; 2025Q3: 33,117 shares; 2025Q4: 30,424 shares; 2026Q1: 22,857 shares 22,857 $1.95M 0.14% -7,567 Timeline TLT 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: 3,354 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,860 shares; 2026Q1: 22,416 shares 22,416 $1.94M 0.14% +5,556 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: 3,984 shares; 2024Q4: 5,639 shares; 2025Q1: 4,828 shares; 2025Q2: 5,227 shares; 2025Q3: 5,179 shares; 2025Q4: 6,342 shares; 2026Q1: 6,414 shares 6,414 $1.94M 0.14% +72 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: 8,808 shares; 2024Q4: 8,942 shares; 2025Q1: 8,706 shares; 2025Q2: 8,965 shares; 2025Q3: 7,617 shares; 2025Q4: 7,766 shares; 2026Q1: 7,890 shares 7,890 $1.91M 0.14% +124 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,875 shares; 2024Q4: 28,545 shares; 2025Q1: 29,319 shares; 2025Q2: 31,087 shares; 2025Q3: 31,087 shares; 2025Q4: 31,087 shares; 2026Q1: 33,641 shares 33,641 $1.91M 0.14% +2,554 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: 4,235 shares; 2024Q4: 5,287 shares; 2025Q1: 7,401 shares; 2025Q2: 7,570 shares; 2025Q3: 7,794 shares; 2025Q4: 8,960 shares; 2026Q1: 9,088 shares 9,088 $1.89M 0.13% +128 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: 7,286 shares; 2024Q4: 6,276 shares; 2025Q1: 13,686 shares; 2025Q2: 16,314 shares; 2025Q3: 16,731 shares; 2025Q4: 18,644 shares; 2026Q1: 25,804 shares 25,804 $1.85M 0.13% +7,160 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: 6,997 shares; 2025Q1: 6,550 shares; 2025Q2: 8,389 shares; 2025Q3: 8,389 shares; 2025Q4: 7,173 shares; 2026Q1: 7,173 shares 7,173 $1.85M 0.13% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,674 shares; 2024Q4: 35,031 shares; 2025Q1: 33,595 shares; 2025Q2: 16,954 shares; 2025Q3: 15,708 shares; 2025Q4: 13,410 shares; 2026Q1: 13,707 shares 13,707 $1.81M 0.13% +297 Timeline DVY 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: 12,963 shares; 2024Q4: 16,878 shares; 2025Q1: 15,944 shares; 2025Q2: 14,494 shares; 2025Q3: 14,494 shares; 2025Q4: 14,167 shares; 2026Q1: 11,940 shares 11,940 $1.81M 0.13% -2,227 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,139 shares; 2026Q1: 33,542 shares 33,542 $1.79M 0.13% +10,403 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,374 shares; 2024Q4: 3,945 shares; 2025Q1: 8,659 shares; 2025Q2: 12,536 shares; 2025Q3: 24,707 shares; 2025Q4: 21,347 shares; 2026Q1: 15,410 shares 15,410 $1.77M 0.13% -5,937 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,117 shares; 2025Q1: 1,872 shares; 2025Q2: 1,738 shares; 2025Q3: 1,781 shares; 2025Q4: 1,799 shares; 2026Q1: 1,826 shares 1,826 $1.76M 0.13% +27 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 7,500 shares; 2026Q1: 12,258 shares 12,258 $1.75M 0.12% +4,758 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,421 shares; 2025Q1: 3,445 shares; 2025Q2: 3,589 shares; 2025Q3: 3,204 shares; 2025Q4: 3,146 shares; 2026Q1: 19,340 shares 19,340 $1.75M 0.12% +16,194 Timeline SPYV 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: 11,095 shares; 2024Q4: 26,258 shares; 2025Q1: 27,802 shares; 2025Q2: 31,493 shares; 2025Q3: 30,493 shares; 2025Q4: 30,493 shares; 2026Q1: 30,493 shares 30,493 $1.73M 0.12% 0 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: 6,771 shares; 2024Q4: 11,392 shares; 2025Q1: 11,066 shares; 2025Q2: 12,131 shares; 2025Q3: 12,329 shares; 2025Q4: 18,640 shares; 2026Q1: 17,723 shares 17,723 $1.71M 0.12% -917 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS 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: 17,912 shares; 2025Q4: 76,616 shares; 2026Q1: 44,731 shares 44,731 $1.68M 0.12% -31,885 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,745 shares 8,745 $1.68M 0.12% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,616 shares; 2024Q4: 9,445 shares; 2025Q1: 9,438 shares; 2025Q2: 9,259 shares; 2025Q3: 9,321 shares; 2025Q4: 9,022 shares; 2026Q1: 8,816 shares 8,816 $1.67M 0.12% -206 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: 33,723 shares; 2024Q4: 40,505 shares; 2025Q1: 43,396 shares; 2025Q2: 44,755 shares; 2025Q3: 56,795 shares; 2025Q4: 56,487 shares; 2026Q1: 57,585 shares 57,585 $1.67M 0.12% +1,098 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: 1,403 shares; 2024Q4: 1,411 shares; 2025Q1: 1,433 shares; 2025Q2: 1,418 shares; 2025Q3: 1,429 shares; 2025Q4: 1,438 shares; 2026Q1: 6,610 shares 6,610 $1.66M 0.12% +5,172 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: 12,081 shares; 2024Q4: 12,894 shares; 2025Q1: 22,993 shares; 2025Q2: 21,778 shares; 2025Q3: 20,425 shares; 2025Q4: 22,845 shares; 2026Q1: 27,137 shares 27,137 $1.65M 0.12% +4,292 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,190 shares; 2024Q4: 7,190 shares; 2025Q1: 7,190 shares; 2025Q2: 7,470 shares; 2025Q3: 7,470 shares; 2025Q4: 7,470 shares; 2026Q1: 7,470 shares 7,470 $1.63M 0.12% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,198 shares; 2025Q1: 3,558 shares; 2025Q2: 3,624 shares; 2025Q3: 6,822 shares; 2025Q4: 6,850 shares; 2026Q1: 6,256 shares 6,256 $1.63M 0.12% -594 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,934 shares; 2025Q1: 1,937 shares; 2025Q2: 2,001 shares; 2025Q3: 7,924 shares; 2025Q4: 7,652 shares; 2026Q1: 7,691 shares 7,691 $1.63M 0.12% +39 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: 3,024 shares; 2024Q4: 3,200 shares; 2025Q1: 3,354 shares; 2025Q2: 3,347 shares; 2025Q3: 3,839 shares; 2025Q4: 3,202 shares; 2026Q1: 3,217 shares 3,217 $1.59M 0.11% +15 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 3,402 shares; 2025Q1: 4,544 shares; 2025Q2: 4,719 shares; 2025Q3: 5,001 shares; 2025Q4: 4,912 shares; 2026Q1: 4,811 shares 4,811 $1.58M 0.11% -101 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 1,341 shares; 2025Q1: 1,057 shares; 2025Q2: 1,071 shares; 2025Q3: 1,100 shares; 2025Q4: 1,151 shares; 2026Q1: 1,754 shares 1,754 $1.57M 0.11% +603 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,905 shares; 2025Q3: 2,320 shares; 2025Q4: 2,625 shares; 2026Q1: 26,550 shares 26,550 $1.57M 0.11% +23,925 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,977 shares; 2024Q4: 6,977 shares; 2025Q1: 6,977 shares; 2025Q2: 6,977 shares; 2025Q3: 7,172 shares; 2025Q4: 7,172 shares; 2026Q1: 9,795 shares 9,795 $1.55M 0.11% +2,623 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,844 shares; 2024Q4: 7,915 shares; 2025Q1: 7,700 shares; 2025Q2: 7,853 shares; 2025Q3: 8,013 shares; 2025Q4: 7,697 shares; 2026Q1: 7,642 shares 7,642 $1.55M 0.11% -55 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: 10,203 shares; 2025Q1: 10,907 shares; 2025Q2: 11,206 shares; 2025Q3: 12,500 shares; 2025Q4: 12,074 shares; 2026Q1: 12,427 shares 12,427 $1.53M 0.11% +353 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: 23,624 shares; 2024Q4: 9,932 shares; 2025Q1: 8,788 shares; 2025Q2: 11,027 shares; 2025Q3: 11,380 shares; 2025Q4: 12,286 shares; 2026Q1: 13,268 shares 13,268 $1.5M 0.11% +982 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 8,950 shares; 2025Q4: 9,269 shares; 2026Q1: 36,021 shares 36,021 $1.48M 0.11% +26,752 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: 946 shares; 2024Q4: 1,016 shares; 2025Q1: 1,011 shares; 2025Q2: 15,170 shares; 2025Q3: 15,504 shares; 2025Q4: 16,466 shares; 2026Q1: 15,870 shares 15,870 $1.46M 0.1% -596 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,755 shares; 2024Q4: 7,755 shares; 2025Q1: 7,755 shares; 2025Q2: 7,695 shares; 2025Q3: 7,695 shares; 2025Q4: 7,217 shares; 2026Q1: 7,010 shares 7,010 $1.42M 0.1% -207 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,281 shares; 2024Q4: 4,384 shares; 2025Q1: 8,675 shares; 2025Q2: 8,760 shares; 2025Q3: 10,705 shares; 2025Q4: 10,722 shares; 2026Q1: 11,916 shares 11,916 $1.4M 0.1% +1,194 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: 5,560 shares; 2024Q4: 5,842 shares; 2025Q1: 5,417 shares; 2025Q2: 5,339 shares; 2025Q3: 5,941 shares; 2025Q4: 5,819 shares; 2026Q1: 5,926 shares 5,926 $1.4M 0.1% +107 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,377 shares; 2024Q4: 3,693 shares; 2025Q1: 3,802 shares; 2025Q2: 3,825 shares; 2025Q3: 12,020 shares; 2025Q4: 11,634 shares; 2026Q1: 11,689 shares 11,689 $1.39M 0.1% +55 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,564 shares; 2024Q4: 6,925 shares; 2025Q1: 8,050 shares; 2025Q2: 8,358 shares; 2025Q3: 8,424 shares; 2025Q4: 8,282 shares; 2026Q1: 8,171 shares 8,171 $1.38M 0.1% -111 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,219 shares; 2025Q1: 1,205 shares; 2025Q2: 1,194 shares; 2025Q3: 1,203 shares; 2025Q4: 1,185 shares; 2026Q1: 2,564 shares 2,564 $1.38M 0.1% +1,379 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,426 shares; 2025Q1: 1,492 shares; 2025Q2: 1,447 shares; 2025Q3: 1,477 shares; 2025Q4: 1,383 shares; 2026Q1: 1,407 shares 1,407 $1.38M 0.1% +24 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: 5,679 shares; 2025Q2: 5,690 shares; 2025Q3: 6,426 shares; 2025Q4: 6,619 shares; 2026Q1: 10,896 shares 10,896 $1.37M 0.1% +4,277 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: 20,131 shares; 2025Q1: 26,459 shares; 2025Q2: 18,893 shares; 2025Q3: 22,755 shares; 2025Q4: 28,107 shares; 2026Q1: 30,627 shares 30,627 $1.35M 0.1% +2,520 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: 25,835 shares; 2024Q4: 24,518 shares; 2025Q1: 15,750 shares; 2025Q2: 27,283 shares; 2025Q3: 32,384 shares; 2025Q4: 62,246 shares; 2026Q1: 48,025 shares 48,025 $1.35M 0.1% -14,221 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: 10,322 shares; 2024Q4: 11,759 shares; 2025Q1: 12,134 shares; 2025Q2: 11,882 shares; 2025Q3: 12,503 shares; 2025Q4: 9,843 shares; 2026Q1: 7,177 shares 7,177 $1.34M 0.1% -2,666 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,576 shares; 2024Q4: 6,663 shares; 2025Q1: 6,663 shares; 2025Q2: 6,524 shares; 2025Q3: 6,739 shares; 2025Q4: 6,727 shares; 2026Q1: 6,640 shares 6,640 $1.3M 0.09% -87 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,821 shares; 2024Q4: 4,785 shares; 2025Q1: 4,732 shares; 2025Q2: 4,764 shares; 2025Q3: 4,741 shares; 2025Q4: 4,651 shares; 2026Q1: 4,283 shares 4,283 $1.3M 0.09% -368 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: 2,276 shares; 2024Q4: 2,285 shares; 2025Q1: 2,380 shares; 2025Q2: 2,455 shares; 2025Q3: 2,346 shares; 2025Q4: 2,817 shares; 2026Q1: 2,799 shares 2,799 $1.29M 0.09% -18 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: 1,037 shares; 2024Q4: 1,106 shares; 2025Q1: 1,081 shares; 2025Q2: 1,262 shares; 2025Q3: 3,706 shares; 2025Q4: 3,844 shares; 2026Q1: 3,735 shares 3,735 $1.28M 0.09% -109 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: 4,355 shares; 2024Q4: 4,459 shares; 2025Q1: 4,559 shares; 2025Q2: 4,731 shares; 2025Q3: 6,393 shares; 2025Q4: 6,204 shares; 2026Q1: 6,542 shares 6,542 $1.27M 0.09% +338 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: 2,296 shares; 2024Q4: 2,540 shares; 2025Q1: 2,468 shares; 2025Q2: 2,312 shares; 2025Q3: 2,881 shares; 2025Q4: 2,383 shares; 2026Q1: 8,373 shares 8,373 $1.26M 0.09% +5,990 Timeline EWJ 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: 14,638 shares 14,638 $1.24M 0.09% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,201 shares; 2025Q1: 1,160 shares; 2025Q2: 1,201 shares; 2025Q3: 3,515 shares; 2025Q4: 3,388 shares; 2026Q1: 3,100 shares 3,100 $1.23M 0.09% -288 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 3,080 shares; 2025Q1: 3,551 shares; 2025Q2: 3,682 shares; 2025Q3: 3,673 shares; 2025Q4: 4,611 shares; 2026Q1: 4,192 shares 4,192 $1.22M 0.09% -419 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,430 shares; 2024Q4: 16,381 shares; 2025Q1: 15,617 shares; 2025Q2: 16,589 shares; 2025Q3: 16,769 shares; 2025Q4: 18,361 shares; 2026Q1: 18,297 shares 18,297 $1.21M 0.09% -64 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,814 shares; 2024Q4: 6,381 shares; 2025Q1: 5,427 shares; 2025Q2: 5,557 shares; 2025Q3: 5,750 shares; 2025Q4: 5,726 shares; 2026Q1: 6,969 shares 6,969 $1.2M 0.09% +1,243 Timeline PICK 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: 21,149 shares 21,149 $1.2M 0.09% new Timeline IWX 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: 11,278 shares; 2024Q4: 16,761 shares; 2025Q1: 16,888 shares; 2025Q2: 15,678 shares; 2025Q3: 15,678 shares; 2025Q4: 14,645 shares; 2026Q1: 12,728 shares 12,728 $1.18M 0.08% -1,917 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: 3,451 shares; 2024Q4: 3,270 shares; 2025Q1: 3,224 shares; 2025Q2: 3,440 shares; 2025Q3: 3,407 shares; 2025Q4: 3,510 shares; 2026Q1: 3,707 shares 3,707 $1.18M 0.08% +197 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,158 shares; 2024Q4: 6,325 shares; 2025Q1: 6,399 shares; 2025Q2: 6,530 shares; 2025Q3: 7,532 shares; 2025Q4: 8,982 shares; 2026Q1: 8,989 shares 8,989 $1.18M 0.08% +7 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: 3,783 shares; 2024Q4: 3,673 shares; 2025Q1: 3,526 shares; 2025Q2: 3,691 shares; 2025Q3: 3,707 shares; 2025Q4: 3,666 shares; 2026Q1: 3,575 shares 3,575 $1.17M 0.08% -91 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,564 shares 8,564 $1.16M 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,871 shares; 2025Q4: 14,521 shares; 2026Q1: 16,796 shares 16,796 $1.14M 0.08% +2,275 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,446 shares; 2024Q4: 4,428 shares; 2025Q1: 4,441 shares; 2025Q2: 4,619 shares; 2025Q3: 4,620 shares; 2025Q4: 4,327 shares; 2026Q1: 4,201 shares 4,201 $1.14M 0.08% -126 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: 18,029 shares; 2024Q4: 9,753 shares; 2025Q1: 10,550 shares; 2025Q2: 10,824 shares; 2025Q3: 12,407 shares; 2025Q4: 13,065 shares; 2026Q1: 12,216 shares 12,216 $1.14M 0.08% -849 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: 7,755 shares; 2024Q4: 7,704 shares; 2025Q1: 7,447 shares; 2025Q2: 7,610 shares; 2025Q3: 7,826 shares; 2025Q4: 8,305 shares; 2026Q1: 8,932 shares 8,932 $1.13M 0.08% +627 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,161 shares; 2024Q4: 12,774 shares; 2025Q1: 10,774 shares; 2025Q2: 11,345 shares; 2025Q3: 10,695 shares; 2025Q4: 9,318 shares; 2026Q1: 7,856 shares 7,856 $1.12M 0.08% -1,462 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,232 shares; 2024Q4: 4,633 shares; 2025Q1: 4,595 shares; 2025Q2: 4,619 shares; 2025Q3: 4,649 shares; 2025Q4: 4,687 shares; 2026Q1: 4,831 shares 4,831 $1.11M 0.08% +144 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,913 shares; 2024Q4: 21,457 shares; 2025Q1: 21,677 shares; 2025Q2: 42,557 shares; 2025Q3: 24,845 shares; 2025Q4: 25,517 shares; 2026Q1: 23,773 shares 23,773 $1.1M 0.08% -1,744 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,788 shares; 2025Q2: 4,693 shares; 2025Q3: 10,295 shares; 2025Q4: 8,938 shares; 2026Q1: 15,670 shares 15,670 $1.09M 0.08% +6,732 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: 13,909 shares; 2024Q4: 16,530 shares; 2025Q1: 16,529 shares; 2025Q2: 16,768 shares; 2025Q3: 16,692 shares; 2025Q4: 17,096 shares; 2026Q1: 17,273 shares 17,273 $1.08M 0.08% +177 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: 2,895 shares; 2024Q4: 3,067 shares; 2025Q1: 3,155 shares; 2025Q2: 3,185 shares; 2025Q3: 4,566 shares; 2025Q4: 4,847 shares; 2026Q1: 5,786 shares 5,786 $1.05M 0.08% +939 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 919 shares; 2025Q1: 911 shares; 2025Q2: 906 shares; 2025Q3: 977 shares; 2025Q4: 936 shares; 2026Q1: 907 shares 907 $1.05M 0.07% -29 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: 11,093 shares; 2024Q4: 12,493 shares; 2025Q1: 12,554 shares; 2025Q2: 13,772 shares; 2025Q3: not reported; 2025Q4: 18,262 shares; 2026Q1: 20,359 shares 20,359 $1.05M 0.07% +2,097 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: 1,681 shares; 2024Q4: 3,669 shares; 2025Q1: 4,521 shares; 2025Q2: 4,636 shares; 2025Q3: 4,697 shares; 2025Q4: 5,143 shares; 2026Q1: 5,268 shares 5,268 $1.04M 0.07% +125 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 2,157 shares; 2025Q1: 2,173 shares; 2025Q2: 2,183 shares; 2025Q3: 2,194 shares; 2025Q4: 2,181 shares; 2026Q1: 2,171 shares 2,171 $1.03M 0.07% -10 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,959 shares; 2025Q1: 2,166 shares; 2025Q2: 3,149 shares; 2025Q3: 5,531 shares; 2025Q4: 4,952 shares; 2026Q1: 5,107 shares 5,107 $1.02M 0.07% +155 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: 6,369 shares; 2024Q4: 7,164 shares; 2025Q1: 6,297 shares; 2025Q2: 5,828 shares; 2025Q3: 5,864 shares; 2025Q4: 5,732 shares; 2026Q1: 5,321 shares 5,321 $1.01M 0.07% -411 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: 1,163 shares; 2024Q4: 2,401 shares; 2025Q1: 2,508 shares; 2025Q2: 2,641 shares; 2025Q3: 2,815 shares; 2025Q4: 2,829 shares; 2026Q1: 2,583 shares 2,583 $1.01M 0.07% -246 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,267 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,411 shares; 2025Q4: 20,253 shares; 2026Q1: 16,460 shares 16,460 $1M 0.07% -3,793 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: 5,956 shares; 2024Q4: 5,787 shares; 2025Q1: 6,251 shares; 2025Q2: 6,122 shares; 2025Q3: 5,714 shares; 2025Q4: 5,065 shares; 2026Q1: 4,915 shares 4,915 $975K 0.07% -150 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,772 shares; 2025Q4: 17,186 shares; 2026Q1: 20,872 shares 20,872 $970K 0.07% +3,686 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,584 shares; 2025Q4: 4,584 shares; 2026Q1: 4,584 shares 4,584 $968K 0.07% 0 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: 501 shares; 2024Q4: 447 shares; 2025Q1: 427 shares; 2025Q2: not reported; 2025Q3: 1,239 shares; 2025Q4: 1,245 shares; 2026Q1: 1,249 shares 1,249 $965K 0.07% +4 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,999 shares; 2024Q4: 9,524 shares; 2025Q1: 9,256 shares; 2025Q2: 8,980 shares; 2025Q3: 9,069 shares; 2025Q4: 10,919 shares; 2026Q1: 7,283 shares 7,283 $963K 0.07% -3,636 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,465 shares; 2024Q4: 5,520 shares; 2025Q1: 5,604 shares; 2025Q2: 5,355 shares; 2025Q3: 2,019 shares; 2025Q4: 2,155 shares; 2026Q1: 2,155 shares 2,155 $962K 0.07% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,831 shares; 2025Q4: 28,523 shares; 2026Q1: 28,395 shares 28,395 $952K 0.07% -128 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 2,713 shares; 2025Q1: 2,286 shares; 2025Q2: 2,172 shares; 2025Q3: 2,193 shares; 2025Q4: 2,094 shares; 2026Q1: 2,182 shares 2,182 $947K 0.07% +88 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,000 shares 42,000 $938K 0.07% new Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,000 shares 24,000 $933K 0.07% new 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: 6,759 shares; 2024Q4: 6,185 shares; 2025Q1: 6,191 shares; 2025Q2: 6,210 shares; 2025Q3: 5,933 shares; 2025Q4: 5,556 shares; 2026Q1: 5,355 shares 5,355 $929K 0.07% -201 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,397 shares; 2024Q4: 13,397 shares; 2025Q1: 13,397 shares; 2025Q2: 13,217 shares; 2025Q3: 13,217 shares; 2025Q4: 11,217 shares; 2026Q1: 11,217 shares 11,217 $926K 0.07% 0 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: 5,253 shares; 2024Q4: 5,118 shares; 2025Q1: 5,009 shares; 2025Q2: 5,052 shares; 2025Q3: 4,815 shares; 2025Q4: 4,845 shares; 2026Q1: 5,408 shares 5,408 $913K 0.07% +563 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,844 shares; 2024Q4: 17,719 shares; 2025Q1: 16,462 shares; 2025Q2: 19,864 shares; 2025Q3: 19,466 shares; 2025Q4: 18,784 shares; 2026Q1: 18,784 shares 18,784 $910K 0.06% 0 Timeline EZPW EZCORP INC More: the full row for EZCORP 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: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 35,609 shares 35,609 $904K 0.06% +609 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 3,389 shares; 2025Q1: 3,386 shares; 2025Q2: 3,282 shares; 2025Q3: 3,239 shares; 2025Q4: 2,945 shares; 2026Q1: 2,848 shares 2,848 $894K 0.06% -97 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: 1,006 shares; 2024Q4: 1,075 shares; 2025Q1: 2,828 shares; 2025Q2: 2,951 shares; 2025Q3: 2,994 shares; 2025Q4: 3,137 shares; 2026Q1: 3,061 shares 3,061 $893K 0.06% -76 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,857 shares; 2024Q4: 8,283 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,146 shares; 2025Q4: 22,517 shares; 2026Q1: 22,124 shares 22,124 $863K 0.06% -393 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: 1,138 shares; 2024Q4: 1,146 shares; 2025Q1: 1,090 shares; 2025Q2: 1,145 shares; 2025Q3: 1,176 shares; 2025Q4: 1,157 shares; 2026Q1: 1,165 shares 1,165 $860K 0.06% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,412 shares; 2026Q1: 2,412 shares 2,412 $860K 0.06% 0 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: 11,681 shares; 2024Q4: 11,823 shares; 2025Q1: 11,067 shares; 2025Q2: 11,570 shares; 2025Q3: 11,617 shares; 2025Q4: 14,497 shares; 2026Q1: 14,457 shares 14,457 $850K 0.06% -40 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,810 shares; 2024Q4: 7,138 shares; 2025Q1: 6,167 shares; 2025Q2: 5,513 shares; 2025Q3: 9,754 shares; 2025Q4: 9,350 shares; 2026Q1: 5,383 shares 5,383 $847K 0.06% -3,967 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,975 shares; 2024Q4: 17,975 shares; 2025Q1: 17,975 shares; 2025Q2: 17,975 shares; 2025Q3: 17,975 shares; 2025Q4: 18,455 shares; 2026Q1: 18,455 shares 18,455 $847K 0.06% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,967 shares; 2026Q1: 8,967 shares 8,967 $845K 0.06% 0 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,815 shares; 2025Q2: 22,864 shares; 2025Q3: 22,957 shares; 2025Q4: 22,984 shares; 2026Q1: 22,885 shares 22,885 $818K 0.06% -99 Timeline SPOK SPOK HLDGS INC More: the full row for SPOK 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: 75,001 shares 75,001 $818K 0.06% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,837 shares; 2024Q4: 6,579 shares; 2025Q1: 7,256 shares; 2025Q2: 8,086 shares; 2025Q3: 8,519 shares; 2025Q4: 8,566 shares; 2026Q1: 8,647 shares 8,647 $813K 0.06% +81 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,252 shares; 2024Q4: 2,686 shares; 2025Q1: 2,633 shares; 2025Q2: 2,776 shares; 2025Q3: 2,783 shares; 2025Q4: 2,790 shares; 2026Q1: 2,809 shares 2,809 $806K 0.06% +19 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,771 shares; 2024Q4: 7,771 shares; 2025Q1: 7,635 shares; 2025Q2: 7,635 shares; 2025Q3: 7,635 shares; 2025Q4: 7,747 shares; 2026Q1: 7,119 shares 7,119 $805K 0.06% -628 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,340 shares; 2024Q4: 7,002 shares; 2025Q1: 7,153 shares; 2025Q2: 7,308 shares; 2025Q3: 7,106 shares; 2025Q4: 6,751 shares; 2026Q1: 6,433 shares 6,433 $805K 0.06% -318 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,343 shares; 2025Q1: 1,192 shares; 2025Q2: 1,190 shares; 2025Q3: 1,530 shares; 2025Q4: 1,463 shares; 2026Q1: 1,466 shares 1,466 $805K 0.06% +3 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: 5,563 shares; 2024Q4: 5,572 shares; 2025Q1: 5,564 shares; 2025Q2: 5,565 shares; 2025Q3: 5,692 shares; 2025Q4: 5,692 shares; 2026Q1: 4,943 shares 4,943 $799K 0.06% -749 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: 4,142 shares; 2024Q4: 4,189 shares; 2025Q1: 4,111 shares; 2025Q2: 3,992 shares; 2025Q3: 4,378 shares; 2025Q4: 4,365 shares; 2026Q1: 4,030 shares 4,030 $799K 0.06% -335 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: 4,494 shares; 2024Q4: 4,709 shares; 2025Q1: 4,716 shares; 2025Q2: 5,291 shares; 2025Q3: 4,986 shares; 2025Q4: 5,192 shares; 2026Q1: 5,697 shares 5,697 $794K 0.06% +505 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 3,031 shares; 2025Q1: 3,080 shares; 2025Q2: 3,024 shares; 2025Q3: 2,987 shares; 2025Q4: 2,934 shares; 2026Q1: 2,958 shares 2,958 $789K 0.06% +24 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,652 shares; 2024Q4: 5,969 shares; 2025Q1: 6,397 shares; 2025Q2: 6,266 shares; 2025Q3: 6,239 shares; 2025Q4: 5,887 shares; 2026Q1: 6,668 shares 6,668 $788K 0.06% +781 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: 2,640 shares; 2024Q4: 2,664 shares; 2025Q1: 2,613 shares; 2025Q2: 2,856 shares; 2025Q3: 3,029 shares; 2025Q4: 2,884 shares; 2026Q1: 2,809 shares 2,809 $781K 0.06% -75 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,265 shares; 2024Q4: 15,141 shares; 2025Q1: 9,232 shares; 2025Q2: 7,856 shares; 2025Q3: 7,849 shares; 2025Q4: 7,114 shares; 2026Q1: 7,077 shares 7,077 $776K 0.06% -37 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: 1,149 shares; 2024Q4: 1,242 shares; 2025Q1: 1,193 shares; 2025Q2: 1,233 shares; 2025Q3: 1,407 shares; 2025Q4: 1,409 shares; 2026Q1: 1,430 shares 1,430 $769K 0.05% +21 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,648 shares; 2024Q4: 3,469 shares; 2025Q1: 3,297 shares; 2025Q2: 3,349 shares; 2025Q3: 3,632 shares; 2025Q4: 3,783 shares; 2026Q1: 3,647 shares 3,647 $762K 0.05% -136 Timeline MTB M & T BK CORP More: the full row for M & T BK 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: 3,816 shares; 2025Q4: 3,634 shares; 2026Q1: 3,676 shares 3,676 $760K 0.05% +42 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: 870 shares; 2025Q3: 3,698 shares; 2025Q4: 4,573 shares; 2026Q1: 4,429 shares 4,429 $758K 0.05% -144 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,932 shares; 2024Q4: 3,010 shares; 2025Q1: 2,749 shares; 2025Q2: 2,952 shares; 2025Q3: 3,002 shares; 2025Q4: 3,004 shares; 2026Q1: 3,083 shares 3,083 $753K 0.05% +79 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,713 shares; 2024Q4: 13,952 shares; 2025Q1: 13,265 shares; 2025Q2: 12,536 shares; 2025Q3: 29,315 shares; 2025Q4: 51,427 shares; 2026Q1: 28,715 shares 28,715 $750K 0.05% -22,712 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: 2,568 shares; 2024Q4: 2,531 shares; 2025Q1: 1,799 shares; 2025Q2: 1,874 shares; 2025Q3: 1,993 shares; 2025Q4: 2,345 shares; 2026Q1: 1,757 shares 1,757 $747K 0.05% -588 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,146 shares; 2025Q1: 1,055 shares; 2025Q2: 1,162 shares; 2025Q3: 4,112 shares; 2025Q4: 3,342 shares; 2026Q1: 2,788 shares 2,788 $742K 0.05% -554 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: 149 shares; 2024Q4: 165 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 172 shares; 2025Q4: 166 shares; 2026Q1: 176 shares 176 $741K 0.05% +10 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: 7,832 shares; 2024Q4: 8,227 shares; 2025Q1: 7,529 shares; 2025Q2: 7,795 shares; 2025Q3: 7,291 shares; 2025Q4: 7,712 shares; 2026Q1: 8,264 shares 8,264 $740K 0.05% +552 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: 2,031 shares; 2024Q4: 2,044 shares; 2025Q1: 2,071 shares; 2025Q2: 2,027 shares; 2025Q3: 2,076 shares; 2025Q4: 1,995 shares; 2026Q1: 2,263 shares 2,263 $730K 0.05% +268 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: 378 shares; 2025Q2: 437 shares; 2025Q3: 531 shares; 2025Q4: 397 shares; 2026Q1: 421 shares 421 $728K 0.05% +24 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: 1,494 shares; 2024Q4: 1,716 shares; 2025Q1: 1,830 shares; 2025Q2: 1,947 shares; 2025Q3: 1,968 shares; 2025Q4: 2,068 shares; 2026Q1: 1,683 shares 1,683 $728K 0.05% -385 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 196 shares; 2025Q1: 305 shares; 2025Q2: 342 shares; 2025Q3: 353 shares; 2025Q4: 309 shares; 2026Q1: 213 shares 213 $719K 0.05% -96 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,296 shares; 2024Q4: 3,386 shares; 2025Q1: 3,365 shares; 2025Q2: 3,410 shares; 2025Q3: 7,504 shares; 2025Q4: 11,768 shares; 2026Q1: 9,038 shares 9,038 $718K 0.05% -2,730 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,076 shares 6,076 $717K 0.05% new Timeline SCHC 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: 12,020 shares; 2024Q4: 11,274 shares; 2025Q1: 11,373 shares; 2025Q2: 11,373 shares; 2025Q3: 11,373 shares; 2025Q4: 15,321 shares; 2026Q1: 15,321 shares 15,321 $716K 0.05% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 2,368 shares; 2025Q1: 2,190 shares; 2025Q2: 2,111 shares; 2025Q3: 2,129 shares; 2025Q4: 2,153 shares; 2026Q1: 2,268 shares 2,268 $712K 0.05% +115 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,932 shares; 2024Q4: 5,806 shares; 2025Q1: 2,104 shares; 2025Q2: 2,146 shares; 2025Q3: 2,117 shares; 2025Q4: 2,137 shares; 2026Q1: 2,174 shares 2,174 $711K 0.05% +37 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,764 shares; 2025Q1: 4,702 shares; 2025Q2: 4,745 shares; 2025Q3: 4,775 shares; 2025Q4: 6,092 shares; 2026Q1: 6,290 shares 6,290 $707K 0.05% +198 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: 5,720 shares; 2024Q4: 7,622 shares; 2025Q1: 7,209 shares; 2025Q2: 8,961 shares; 2025Q3: 10,779 shares; 2025Q4: 12,066 shares; 2026Q1: 9,767 shares 9,767 $703K 0.05% -2,299 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,559 shares; 2024Q4: 16,578 shares; 2025Q1: 16,563 shares; 2025Q2: 16,589 shares; 2025Q3: 16,632 shares; 2025Q4: 16,598 shares; 2026Q1: 16,599 shares 16,599 $699K 0.05% +1 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 1,250 shares; 2025Q1: 1,125 shares; 2025Q2: 1,201 shares; 2025Q3: 1,157 shares; 2025Q4: 1,088 shares; 2026Q1: 957 shares 957 $697K 0.05% -131 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: 1,761 shares; 2024Q4: 1,725 shares; 2025Q1: 1,742 shares; 2025Q2: 1,781 shares; 2025Q3: 1,783 shares; 2025Q4: 2,061 shares; 2026Q1: 1,994 shares 1,994 $688K 0.05% -67 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: 3,595 shares; 2024Q4: 3,159 shares; 2025Q1: 3,096 shares; 2025Q2: 3,113 shares; 2025Q3: 3,138 shares; 2025Q4: 3,186 shares; 2026Q1: 3,160 shares 3,160 $685K 0.05% -26 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS 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: 37,813 shares 37,813 $681K 0.05% 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: 15,576 shares; 2024Q4: 15,101 shares; 2025Q1: 18,888 shares; 2025Q2: 18,896 shares; 2025Q3: 18,598 shares; 2025Q4: 19,574 shares; 2026Q1: 13,757 shares 13,757 $679K 0.05% -5,817 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: not reported; 2025Q1: 3,764 shares; 2025Q2: 5,213 shares; 2025Q3: 5,414 shares; 2025Q4: 5,576 shares; 2026Q1: 6,258 shares 6,258 $677K 0.05% +682 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: 3,316 shares; 2024Q4: 7,759 shares; 2025Q1: 8,354 shares; 2025Q2: 8,371 shares; 2025Q3: 8,354 shares; 2025Q4: 8,354 shares; 2026Q1: 8,354 shares 8,354 $655K 0.05% 0 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: 12,205 shares; 2024Q4: 10,662 shares; 2025Q1: 12,005 shares; 2025Q2: 12,537 shares; 2025Q3: 14,900 shares; 2025Q4: 11,477 shares; 2026Q1: 11,322 shares 11,322 $653K 0.05% -155 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,173 shares; 2024Q4: 5,024 shares; 2025Q1: 4,993 shares; 2025Q2: 4,993 shares; 2025Q3: 4,681 shares; 2025Q4: 4,867 shares; 2026Q1: 4,428 shares 4,428 $649K 0.05% -439 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: 2,864 shares; 2024Q4: 2,963 shares; 2025Q1: 3,020 shares; 2025Q2: 2,971 shares; 2025Q3: 3,034 shares; 2025Q4: 3,012 shares; 2026Q1: 3,075 shares 3,075 $646K 0.05% +63 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 2,169 shares; 2025Q1: 2,612 shares; 2025Q2: 2,665 shares; 2025Q3: 2,712 shares; 2025Q4: 3,016 shares; 2026Q1: 3,009 shares 3,009 $645K 0.05% -7 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 1,106 shares; 2025Q1: 1,092 shares; 2025Q2: 1,113 shares; 2025Q3: 1,115 shares; 2025Q4: 1,128 shares; 2026Q1: 1,088 shares 1,088 $640K 0.05% -40 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,707 shares; 2025Q2: 18,707 shares; 2025Q3: 19,486 shares; 2025Q4: 18,707 shares; 2026Q1: 20,854 shares 20,854 $640K 0.05% +2,147 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,266 shares; 2024Q4: 9,139 shares; 2025Q1: 9,658 shares; 2025Q2: 9,888 shares; 2025Q3: 9,683 shares; 2025Q4: 10,277 shares; 2026Q1: 10,322 shares 10,322 $638K 0.05% +45 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,970 shares; 2024Q4: 8,074 shares; 2025Q1: 8,281 shares; 2025Q2: 8,274 shares; 2025Q3: 8,266 shares; 2025Q4: 9,628 shares; 2026Q1: 9,887 shares 9,887 $629K 0.04% +259 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,469 shares; 2025Q1: 4,906 shares; 2025Q2: 5,169 shares; 2025Q3: 5,210 shares; 2025Q4: 4,481 shares; 2026Q1: 4,554 shares 4,554 $625K 0.04% +73 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 6,214 shares; 2025Q1: 5,572 shares; 2025Q2: 5,700 shares; 2025Q3: 5,713 shares; 2025Q4: 5,551 shares; 2026Q1: 6,111 shares 6,111 $624K 0.04% +560 Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 75,000 shares; 2025Q3: 75,000 shares; 2025Q4: 75,000 shares; 2026Q1: 75,000 shares 75,000 $619K 0.04% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: 5,335 shares; 2025Q1: 5,185 shares; 2025Q2: 4,791 shares; 2025Q3: 4,494 shares; 2025Q4: 4,742 shares; 2026Q1: 5,080 shares 5,080 $616K 0.04% +338 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,607 shares; 2024Q4: 2,488 shares; 2025Q1: 2,498 shares; 2025Q2: 2,521 shares; 2025Q3: 2,526 shares; 2025Q4: 2,185 shares; 2026Q1: 2,234 shares 2,234 $615K 0.04% +49 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,266 shares; 2025Q1: 4,862 shares; 2025Q2: 6,239 shares; 2025Q3: 6,239 shares; 2025Q4: 6,239 shares; 2026Q1: 6,239 shares 6,239 $611K 0.04% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,077 shares; 2025Q2: 9,352 shares; 2025Q3: 9,101 shares; 2025Q4: 9,169 shares; 2026Q1: 10,456 shares 10,456 $611K 0.04% +1,287 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,518 shares; 2025Q4: 4,454 shares; 2026Q1: 5,818 shares 5,818 $604K 0.04% +1,364 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 716 shares; 2025Q4: 880 shares; 2026Q1: 858 shares 858 $599K 0.04% -22 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: 5,674 shares; 2024Q4: 7,428 shares; 2025Q1: 5,897 shares; 2025Q2: 8,906 shares; 2025Q3: 14,979 shares; 2025Q4: 12,185 shares; 2026Q1: 6,416 shares 6,416 $593K 0.04% -5,769 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,994 shares; 2024Q4: 4,098 shares; 2025Q1: 4,223 shares; 2025Q2: 4,292 shares; 2025Q3: 4,349 shares; 2025Q4: 4,408 shares; 2026Q1: 4,370 shares 4,370 $592K 0.04% -38 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: 1,475 shares; 2025Q1: 1,961 shares; 2025Q2: 2,076 shares; 2025Q3: 3,432 shares; 2025Q4: 3,903 shares; 2026Q1: 4,076 shares 4,076 $592K 0.04% +173 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 553 shares; 2025Q1: 541 shares; 2025Q2: 541 shares; 2025Q3: 538 shares; 2025Q4: 561 shares; 2026Q1: 541 shares 541 $590K 0.04% -20 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: 11,607 shares; 2024Q4: 7,284 shares; 2025Q1: 7,362 shares; 2025Q2: 9,134 shares; 2025Q3: 8,655 shares; 2025Q4: 8,654 shares; 2026Q1: 5,911 shares 5,911 $587K 0.04% -2,743 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: 4,495 shares; 2024Q4: 5,025 shares; 2025Q1: 4,219 shares; 2025Q2: 4,129 shares; 2025Q3: 3,948 shares; 2025Q4: 3,237 shares; 2026Q1: 2,389 shares 2,389 $581K 0.04% -848 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: 3,244 shares; 2024Q4: 3,472 shares; 2025Q1: 3,433 shares; 2025Q2: 3,613 shares; 2025Q3: 6,751 shares; 2025Q4: 7,309 shares; 2026Q1: 8,164 shares 8,164 $577K 0.04% +855 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: 9,212 shares; 2024Q4: 9,185 shares; 2025Q1: 7,532 shares; 2025Q2: 7,565 shares; 2025Q3: 7,528 shares; 2025Q4: 7,609 shares; 2026Q1: 7,650 shares 7,650 $570K 0.04% +41 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,385 shares; 2024Q4: 3,405 shares; 2025Q1: 3,320 shares; 2025Q2: 3,472 shares; 2025Q3: 3,638 shares; 2025Q4: 3,851 shares; 2026Q1: 3,719 shares 3,719 $567K 0.04% -132 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,154 shares; 2025Q1: 5,084 shares; 2025Q2: 5,142 shares; 2025Q3: 5,176 shares; 2025Q4: 5,237 shares; 2026Q1: 5,294 shares 5,294 $565K 0.04% +57 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,030 shares; 2025Q2: 14,030 shares; 2025Q3: 14,030 shares; 2025Q4: 14,030 shares; 2026Q1: 14,030 shares 14,030 $558K 0.04% 0 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,200 shares; 2025Q2: 12,200 shares; 2025Q3: 12,200 shares; 2025Q4: 12,200 shares; 2026Q1: 12,200 shares 12,200 $544K 0.04% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,193 shares; 2025Q1: 1,131 shares; 2025Q2: 1,787 shares; 2025Q3: 1,775 shares; 2025Q4: 1,776 shares; 2026Q1: 1,777 shares 1,777 $537K 0.04% +1 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $537K 0.04% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,401 shares; 2024Q4: 9,195 shares; 2025Q1: 10,358 shares; 2025Q2: 10,390 shares; 2025Q3: 10,435 shares; 2025Q4: 10,474 shares; 2026Q1: 10,856 shares 10,856 $532K 0.04% +382 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,429 shares; 2026Q1: 1,431 shares 1,431 $530K 0.04% +2 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,890 shares; 2026Q1: 7,030 shares 7,030 $528K 0.04% +1,140 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,305 shares; 2024Q4: 6,614 shares; 2025Q1: 6,914 shares; 2025Q2: 6,984 shares; 2025Q3: 7,040 shares; 2025Q4: 7,296 shares; 2026Q1: 7,216 shares 7,216 $523K 0.04% -80 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,467 shares; 2024Q4: 8,719 shares; 2025Q1: 8,856 shares; 2025Q2: 9,421 shares; 2025Q3: 9,317 shares; 2025Q4: 8,931 shares; 2026Q1: 9,125 shares 9,125 $514K 0.04% +194 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: 27,529 shares; 2024Q4: 31,264 shares; 2025Q1: 25,907 shares; 2025Q2: 23,932 shares; 2025Q3: 24,341 shares; 2025Q4: 18,869 shares; 2026Q1: 17,854 shares 17,854 $513K 0.04% -1,015 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 2,761 shares; 2026Q1: 2,761 shares 2,761 $509K 0.04% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 897 shares; 2025Q1: 922 shares; 2025Q2: 992 shares; 2025Q3: 1,065 shares; 2025Q4: 1,094 shares; 2026Q1: 1,047 shares 1,047 $508K 0.04% -47 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,865 shares; 2024Q4: 2,787 shares; 2025Q1: 2,772 shares; 2025Q2: 2,799 shares; 2025Q3: 2,788 shares; 2025Q4: 2,765 shares; 2026Q1: 2,782 shares 2,782 $501K 0.04% +17 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: 967 shares; 2024Q4: 1,093 shares; 2025Q1: 1,204 shares; 2025Q2: 1,261 shares; 2025Q3: 1,369 shares; 2025Q4: 1,593 shares; 2026Q1: 1,694 shares 1,694 $500K 0.04% +101 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: 1,023 shares; 2024Q4: 1,093 shares; 2025Q1: 1,050 shares; 2025Q2: 1,088 shares; 2025Q3: 1,147 shares; 2025Q4: 1,135 shares; 2026Q1: 1,144 shares 1,144 $499K 0.04% +9 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: 6,953 shares; 2025Q4: 9,809 shares; 2026Q1: 9,439 shares 9,439 $491K 0.03% -370 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,516 shares; 2025Q3: 10,516 shares; 2025Q4: 9,998 shares; 2026Q1: 9,898 shares 9,898 $489K 0.03% -100 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,415 shares; 2025Q1: 2,247 shares; 2025Q2: 2,247 shares; 2025Q3: 2,247 shares; 2025Q4: 2,247 shares; 2026Q1: 2,247 shares 2,247 $488K 0.03% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,067 shares; 2025Q1: 1,129 shares; 2025Q2: 1,158 shares; 2025Q3: 1,163 shares; 2025Q4: 1,161 shares; 2026Q1: 1,143 shares 1,143 $476K 0.03% -18 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,584 shares; 2025Q3: 10,344 shares; 2025Q4: 8,663 shares; 2026Q1: 8,395 shares 8,395 $476K 0.03% -268 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,644 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,014 shares; 2025Q3: 5,959 shares; 2025Q4: 10,107 shares; 2026Q1: 10,108 shares 10,108 $475K 0.03% +1 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,240 shares; 2025Q3: 10,240 shares; 2025Q4: 10,240 shares; 2026Q1: 10,240 shares 10,240 $474K 0.03% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,551 shares; 2025Q4: 10,551 shares; 2026Q1: 10,551 shares 10,551 $473K 0.03% 0 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: 3,465 shares; 2024Q4: 3,740 shares; 2025Q1: 3,343 shares; 2025Q2: 3,465 shares; 2025Q3: 5,790 shares; 2025Q4: 3,961 shares; 2026Q1: 2,725 shares 2,725 $470K 0.03% -1,236 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: 866 shares; 2024Q4: 732 shares; 2025Q1: 750 shares; 2025Q2: 777 shares; 2025Q3: 797 shares; 2025Q4: 756 shares; 2026Q1: 834 shares 834 $469K 0.03% +78 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: 2,191 shares; 2024Q4: 2,226 shares; 2025Q1: 2,084 shares; 2025Q2: 2,261 shares; 2025Q3: 2,344 shares; 2025Q4: 2,489 shares; 2026Q1: 2,510 shares 2,510 $468K 0.03% +21 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: 15,398 shares; 2024Q4: 15,815 shares; 2025Q1: 15,242 shares; 2025Q2: 14,857 shares; 2025Q3: 14,913 shares; 2025Q4: 14,576 shares; 2026Q1: 13,945 shares 13,945 $463K 0.03% -631 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 953 shares; 2025Q1: 919 shares; 2025Q2: 919 shares; 2025Q3: 2,101 shares; 2025Q4: 1,795 shares; 2026Q1: 1,696 shares 1,696 $459K 0.03% -99 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 1,102 shares; 2025Q1: 954 shares; 2025Q2: 1,176 shares; 2025Q3: 1,047 shares; 2025Q4: 1,026 shares; 2026Q1: 1,152 shares 1,152 $457K 0.03% +126 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,045 shares; 2024Q4: 19,045 shares; 2025Q1: 9,045 shares; 2025Q2: 9,045 shares; 2025Q3: 9,045 shares; 2025Q4: 9,045 shares; 2026Q1: 9,045 shares 9,045 $455K 0.03% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 4,209 shares; 2025Q1: 4,209 shares; 2025Q2: 4,209 shares; 2025Q3: 3,904 shares; 2025Q4: 4,524 shares; 2026Q1: 4,524 shares 4,524 $455K 0.03% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,579 shares; 2025Q1: 2,500 shares; 2025Q2: 2,106 shares; 2025Q3: 2,095 shares; 2025Q4: 2,014 shares; 2026Q1: 2,065 shares 2,065 $452K 0.03% +51 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,051 shares; 2024Q4: 1,626 shares; 2025Q1: 1,691 shares; 2025Q2: 1,541 shares; 2025Q3: 1,563 shares; 2025Q4: 1,578 shares; 2026Q1: 1,538 shares 1,538 $450K 0.03% -40 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,671 shares; 2024Q4: 3,650 shares; 2025Q1: 3,654 shares; 2025Q2: 3,759 shares; 2025Q3: 3,772 shares; 2025Q4: 3,819 shares; 2026Q1: 3,890 shares 3,890 $449K 0.03% +71 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,268 shares 2,268 $447K 0.03% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,218 shares; 2026Q1: 6,765 shares 6,765 $434K 0.03% +1,547 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,362 shares; 2026Q1: 14,772 shares 14,772 $430K 0.03% +2,410 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: 4,797 shares; 2026Q1: 4,719 shares 4,719 $429K 0.03% -78 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: 3,786 shares; 2024Q4: 5,194 shares; 2025Q1: 3,954 shares; 2025Q2: 3,991 shares; 2025Q3: 4,178 shares; 2025Q4: 4,938 shares; 2026Q1: 4,254 shares 4,254 $421K 0.03% -684 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,929 shares; 2024Q4: 1,758 shares; 2025Q1: 1,920 shares; 2025Q2: 1,943 shares; 2025Q3: 1,962 shares; 2025Q4: 1,986 shares; 2026Q1: 2,066 shares 2,066 $421K 0.03% +80 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 4,110 shares; 2025Q1: 4,126 shares; 2025Q2: 4,217 shares; 2025Q3: 4,410 shares; 2025Q4: 4,433 shares; 2026Q1: 4,612 shares 4,612 $420K 0.03% +179 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: 7,898 shares; 2024Q4: 7,099 shares; 2025Q1: 7,364 shares; 2025Q2: 6,999 shares; 2025Q3: 6,999 shares; 2025Q4: 8,437 shares; 2026Q1: 10,239 shares 10,239 $414K 0.03% +1,802 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,687 shares; 2024Q4: 3,687 shares; 2025Q1: 3,687 shares; 2025Q2: 3,687 shares; 2025Q3: 3,687 shares; 2025Q4: 3,687 shares; 2026Q1: 3,687 shares 3,687 $411K 0.03% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 3,087 shares; 2025Q1: 2,871 shares; 2025Q2: 3,001 shares; 2025Q3: 3,087 shares; 2025Q4: 3,281 shares; 2026Q1: 3,131 shares 3,131 $410K 0.03% -150 Timeline IUSG 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: 2,630 shares; 2025Q4: 2,630 shares; 2026Q1: 2,630 shares 2,630 $408K 0.03% 0 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: 1,614 shares; 2025Q3: 1,689 shares; 2025Q4: 1,738 shares; 2026Q1: 1,755 shares 1,755 $404K 0.03% +17 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,679 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,276 shares; 2025Q4: 10,318 shares; 2026Q1: 5,674 shares 5,674 $404K 0.03% -4,644 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: 687 shares; 2024Q4: 696 shares; 2025Q1: 701 shares; 2025Q2: 711 shares; 2025Q3: 799 shares; 2025Q4: 865 shares; 2026Q1: 898 shares 898 $399K 0.03% +33 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: 6,168 shares; 2024Q4: 6,375 shares; 2025Q1: 5,960 shares; 2025Q2: 6,174 shares; 2025Q3: 6,214 shares; 2025Q4: 6,266 shares; 2026Q1: 6,579 shares 6,579 $395K 0.03% +313 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 2,625 shares; 2025Q1: 2,609 shares; 2025Q2: 2,867 shares; 2025Q3: 2,645 shares; 2025Q4: 3,196 shares; 2026Q1: 2,682 shares 2,682 $392K 0.03% -514 Timeline NYF 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: 5,755 shares; 2024Q4: 6,440 shares; 2025Q1: 7,290 shares; 2025Q2: 7,290 shares; 2025Q3: 7,290 shares; 2025Q4: 7,290 shares; 2026Q1: 7,290 shares 7,290 $387K 0.03% 0 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: 1,595 shares; 2024Q4: 1,800 shares; 2025Q1: 1,817 shares; 2025Q2: 1,870 shares; 2025Q3: 1,923 shares; 2025Q4: 1,830 shares; 2026Q1: 1,781 shares 1,781 $386K 0.03% -49 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 957 shares; 2025Q4: 969 shares; 2026Q1: 976 shares 976 $382K 0.03% +7 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,392 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,394 shares; 2025Q4: 1,396 shares; 2026Q1: 1,394 shares 1,394 $382K 0.03% -2 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,278 shares; 2024Q4: 5,291 shares; 2025Q1: 5,271 shares; 2025Q2: 5,386 shares; 2025Q3: 5,449 shares; 2025Q4: 5,535 shares; 2026Q1: 5,591 shares 5,591 $380K 0.03% +56 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,812 shares; 2024Q4: 15,171 shares; 2025Q1: 14,025 shares; 2025Q2: 14,575 shares; 2025Q3: 5,666 shares; 2025Q4: 4,225 shares; 2026Q1: 4,451 shares 4,451 $379K 0.03% +226 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,130 shares; 2024Q4: 9,385 shares; 2025Q1: 9,226 shares; 2025Q2: 10,157 shares; 2025Q3: 9,643 shares; 2025Q4: 10,490 shares; 2026Q1: 10,793 shares 10,793 $379K 0.03% +303 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,396 shares; 2024Q4: 4,369 shares; 2025Q1: 4,275 shares; 2025Q2: 4,343 shares; 2025Q3: 4,355 shares; 2025Q4: 4,302 shares; 2026Q1: 4,418 shares 4,418 $375K 0.03% +116 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,966 shares; 2024Q4: 5,223 shares; 2025Q1: not reported; 2025Q2: 3,397 shares; 2025Q3: 3,437 shares; 2025Q4: 3,437 shares; 2026Q1: 3,437 shares 3,437 $373K 0.03% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 6,794 shares; 2026Q1: 6,469 shares 6,469 $369K 0.03% -325 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: 878 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 932 shares; 2026Q1: 1,025 shares 1,025 $365K 0.03% +93 Timeline DHC DIVERSIFIED HEALTHCARE TR More: the full row for DIVERSIFIED HEALTHCARE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,315 shares; 2024Q4: 53,979 shares; 2025Q1: 54,057 shares; 2025Q2: 54,319 shares; 2025Q3: 54,314 shares; 2025Q4: 54,352 shares; 2026Q1: 54,367 shares 54,367 $361K 0.03% +15 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,228 shares; 2025Q1: 1,234 shares; 2025Q2: 1,204 shares; 2025Q3: 1,205 shares; 2025Q4: 1,205 shares; 2026Q1: 1,232 shares 1,232 $358K 0.03% +27 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,574 shares; 2024Q4: 13,574 shares; 2025Q1: 12,224 shares; 2025Q2: 14,204 shares; 2025Q3: 14,204 shares; 2025Q4: 14,204 shares; 2026Q1: 14,204 shares 14,204 $355K 0.03% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,261 shares; 2025Q1: 2,164 shares; 2025Q2: 2,015 shares; 2025Q3: 2,014 shares; 2025Q4: 1,928 shares; 2026Q1: 1,677 shares 1,677 $354K 0.03% -251 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,541 shares; 2025Q1: 1,057 shares; 2025Q2: 1,063 shares; 2025Q3: 1,115 shares; 2025Q4: 1,057 shares; 2026Q1: 1,124 shares 1,124 $353K 0.03% +67 Timeline DDS DILLARDS INC More: the full row for DILLARDS 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: 615 shares; 2026Q1: 617 shares 617 $353K 0.03% +2 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 1,561 shares; 2025Q1: 1,432 shares; 2025Q2: 1,460 shares; 2025Q3: 1,570 shares; 2025Q4: 1,634 shares; 2026Q1: 1,464 shares 1,464 $350K 0.02% -170 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: 2,020 shares; 2025Q1: 2,395 shares; 2025Q2: 2,502 shares; 2025Q3: 2,507 shares; 2025Q4: 2,529 shares; 2026Q1: 2,556 shares 2,556 $349K 0.02% +27 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,944 shares; 2025Q4: 2,944 shares; 2026Q1: 2,944 shares 2,944 $349K 0.02% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,893 shares; 2026Q1: 2,988 shares 2,988 $345K 0.02% +95 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: 888 shares 888 $345K 0.02% 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: 540 shares 540 $343K 0.02% new 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: 4,543 shares; 2024Q4: 3,963 shares; 2025Q1: 3,601 shares; 2025Q2: 4,070 shares; 2025Q3: 4,082 shares; 2025Q4: 4,145 shares; 2026Q1: 4,247 shares 4,247 $340K 0.02% +102 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,365 shares; 2024Q4: 5,373 shares; 2025Q1: 5,230 shares; 2025Q2: 5,579 shares; 2025Q3: 5,658 shares; 2025Q4: 5,482 shares; 2026Q1: 5,104 shares 5,104 $333K 0.02% -378 Timeline IQLT 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: 13,611 shares; 2025Q1: 12,200 shares; 2025Q2: 7,524 shares; 2025Q3: 7,524 shares; 2025Q4: 7,165 shares; 2026Q1: 7,165 shares 7,165 $331K 0.02% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,104 shares; 2024Q4: 12,209 shares; 2025Q1: 12,238 shares; 2025Q2: 12,381 shares; 2025Q3: 12,421 shares; 2025Q4: 12,478 shares; 2026Q1: 12,768 shares 12,768 $330K 0.02% +290 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,010 shares; 2024Q4: 2,135 shares; 2025Q1: 2,145 shares; 2025Q2: 2,215 shares; 2025Q3: 2,222 shares; 2025Q4: 2,251 shares; 2026Q1: 2,503 shares 2,503 $328K 0.02% +252 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,468 shares; 2025Q1: 2,478 shares; 2025Q2: 2,750 shares; 2025Q3: 2,766 shares; 2025Q4: 2,757 shares; 2026Q1: 2,834 shares 2,834 $328K 0.02% +77 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 1,293 shares; 2025Q1: 846 shares; 2025Q2: 941 shares; 2025Q3: 927 shares; 2025Q4: 1,178 shares; 2026Q1: 1,016 shares 1,016 $326K 0.02% -162 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,516 shares; 2025Q1: 1,718 shares; 2025Q2: 1,725 shares; 2025Q3: 1,704 shares; 2025Q4: 1,584 shares; 2026Q1: 1,709 shares 1,709 $324K 0.02% +125 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,338 shares; 2024Q4: 2,237 shares; 2025Q1: 2,187 shares; 2025Q2: 2,163 shares; 2025Q3: 2,150 shares; 2025Q4: 2,188 shares; 2026Q1: 2,242 shares 2,242 $321K 0.02% +54 Timeline SWBI SMITH & WESSON BRANDS INC More: the full row for SMITH & WESSON BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,962 shares; 2025Q4: 46,390 shares; 2026Q1: 22,376 shares 22,376 $321K 0.02% -24,014 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,215 shares; 2025Q1: 1,200 shares; 2025Q2: 4,494 shares; 2025Q3: 4,960 shares; 2025Q4: 4,910 shares; 2026Q1: 4,773 shares 4,773 $320K 0.02% -137 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,094 shares; 2026Q1: 1,133 shares 1,133 $320K 0.02% +39 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,167 shares; 2024Q4: 5,333 shares; 2025Q1: 6,631 shares; 2025Q2: 3,079 shares; 2025Q3: 3,079 shares; 2025Q4: 3,299 shares; 2026Q1: 2,991 shares 2,991 $318K 0.02% -308 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 467 shares; 2025Q3: 466 shares; 2025Q4: 464 shares; 2026Q1: 465 shares 465 $317K 0.02% +1 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,739 shares; 2025Q4: 6,109 shares; 2026Q1: 6,291 shares 6,291 $317K 0.02% +182 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: 6,009 shares; 2025Q1: 5,802 shares; 2025Q2: 6,106 shares; 2025Q3: 6,141 shares; 2025Q4: 7,979 shares; 2026Q1: 8,235 shares 8,235 $315K 0.02% +256 Timeline MATX MATSON INC More: the full row for MATSON 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: 1,917 shares 1,917 $314K 0.02% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 676 shares; 2025Q1: 795 shares; 2025Q2: 897 shares; 2025Q3: 970 shares; 2025Q4: 953 shares; 2026Q1: 1,039 shares 1,039 $313K 0.02% +86 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,181 shares; 2025Q1: 1,201 shares; 2025Q2: 1,200 shares; 2025Q3: 1,240 shares; 2025Q4: 1,225 shares; 2026Q1: 1,341 shares 1,341 $311K 0.02% +116 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is 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: 20,000 shares 20,000 $311K 0.02% 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: 2,845 shares; 2024Q4: 2,900 shares; 2025Q1: 2,988 shares; 2025Q2: 2,747 shares; 2025Q3: 2,807 shares; 2025Q4: 2,775 shares; 2026Q1: 2,693 shares 2,693 $307K 0.02% -82 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 3,273 shares; 2025Q1: 3,298 shares; 2025Q2: 3,294 shares; 2025Q3: 2,994 shares; 2025Q4: 3,045 shares; 2026Q1: 3,275 shares 3,275 $306K 0.02% +230 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,931 shares; 2024Q4: 4,598 shares; 2025Q1: 4,537 shares; 2025Q2: 4,930 shares; 2025Q3: 5,321 shares; 2025Q4: 4,800 shares; 2026Q1: 4,591 shares 4,591 $304K 0.02% -209 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,788 shares; 2024Q4: 10,508 shares; 2025Q1: 1,993 shares; 2025Q2: 2,184 shares; 2025Q3: 2,184 shares; 2025Q4: 2,268 shares; 2026Q1: 3,032 shares 3,032 $303K 0.02% +764 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 1,912 shares; 2025Q1: 1,886 shares; 2025Q2: 1,798 shares; 2025Q3: 1,525 shares; 2025Q4: 1,449 shares; 2026Q1: 1,516 shares 1,516 $296K 0.02% +67 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,142 shares; 2025Q1: 1,104 shares; 2025Q2: 1,121 shares; 2025Q3: 1,164 shares; 2025Q4: 1,221 shares; 2026Q1: 1,428 shares 1,428 $296K 0.02% +207 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,687 shares; 2025Q1: not reported; 2025Q2: 1,702 shares; 2025Q3: 1,714 shares; 2025Q4: 1,717 shares; 2026Q1: 1,743 shares 1,743 $295K 0.02% +26 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,273 shares; 2025Q4: 13,944 shares; 2026Q1: 4,000 shares 4,000 $295K 0.02% -9,944 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: 345 shares; 2025Q3: 400 shares; 2025Q4: 236 shares; 2026Q1: 212 shares 212 $292K 0.02% -24 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 1,110 shares; 2025Q1: 1,063 shares; 2025Q2: 1,178 shares; 2025Q3: 1,274 shares; 2025Q4: 1,270 shares; 2026Q1: 1,299 shares 1,299 $292K 0.02% +29 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,943 shares; 2024Q4: 3,774 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,967 shares; 2025Q4: 5,996 shares; 2026Q1: 6,329 shares 6,329 $290K 0.02% +333 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,912 shares; 2024Q4: 7,912 shares; 2025Q1: 7,912 shares; 2025Q2: 7,912 shares; 2025Q3: 7,912 shares; 2025Q4: 8,037 shares; 2026Q1: 8,387 shares 8,387 $289K 0.02% +350 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,359 shares 4,359 $288K 0.02% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,049 shares; 2024Q4: 2,051 shares; 2025Q1: 1,951 shares; 2025Q2: 2,037 shares; 2025Q3: 2,045 shares; 2025Q4: 2,050 shares; 2026Q1: 2,110 shares 2,110 $285K 0.02% +60 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,620 shares; 2026Q1: 18,203 shares 18,203 $285K 0.02% +7,583 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: 185 shares; 2024Q4: 182 shares; 2025Q1: 174 shares; 2025Q2: 180 shares; 2025Q3: 188 shares; 2025Q4: 181 shares; 2026Q1: 148 shares 148 $283K 0.02% -33 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 945 shares; 2025Q1: 928 shares; 2025Q2: 917 shares; 2025Q3: 911 shares; 2025Q4: 820 shares; 2026Q1: 796 shares 796 $282K 0.02% -24 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,556 shares; 2024Q4: 2,910 shares; 2025Q1: 2,950 shares; 2025Q2: 2,982 shares; 2025Q3: not reported; 2025Q4: 1,375 shares; 2026Q1: 1,423 shares 1,423 $281K 0.02% +48 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,177 shares; 2024Q4: 13,976 shares; 2025Q1: 14,468 shares; 2025Q2: 14,554 shares; 2025Q3: 7,529 shares; 2025Q4: 2,041 shares; 2026Q1: 1,945 shares 1,945 $281K 0.02% -96 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: 3,559 shares; 2024Q4: 3,634 shares; 2025Q1: 3,486 shares; 2025Q2: 3,501 shares; 2025Q3: 3,442 shares; 2025Q4: 3,550 shares; 2026Q1: 3,642 shares 3,642 $281K 0.02% +92 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,566 shares; 2025Q3: 3,699 shares; 2025Q4: 3,723 shares; 2026Q1: 4,014 shares 4,014 $278K 0.02% +291 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,371 shares; 2025Q4: 2,440 shares; 2026Q1: 2,357 shares 2,357 $276K 0.02% -83 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,251 shares; 2025Q3: 12,742 shares; 2025Q4: 7,697 shares; 2026Q1: 7,726 shares 7,726 $276K 0.02% +29 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,837 shares; 2025Q4: 8,443 shares; 2026Q1: 7,848 shares 7,848 $270K 0.02% -595 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 1,807 shares; 2026Q1: 1,832 shares 1,832 $270K 0.02% +25 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,656 shares; 2025Q1: 1,649 shares; 2025Q2: 1,654 shares; 2025Q3: 1,640 shares; 2025Q4: 1,667 shares; 2026Q1: 1,720 shares 1,720 $267K 0.02% +53 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,508 shares; 2026Q1: 3,062 shares 3,062 $267K 0.02% +554 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,760 shares; 2024Q4: 5,760 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,560 shares; 2025Q4: 5,891 shares; 2026Q1: 5,891 shares 5,891 $267K 0.02% 0 Timeline SUB 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: 3,909 shares; 2024Q4: 6,486 shares; 2025Q1: 6,486 shares; 2025Q2: 2,851 shares; 2025Q3: 2,851 shares; 2025Q4: 2,501 shares; 2026Q1: 2,501 shares 2,501 $266K 0.02% 0 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: 2,423 shares; 2024Q4: 3,143 shares; 2025Q1: 3,140 shares; 2025Q2: 2,757 shares; 2025Q3: 7,161 shares; 2025Q4: 5,814 shares; 2026Q1: 3,047 shares 3,047 $264K 0.02% -2,767 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 2,200 shares; 2025Q4: 2,204 shares; 2026Q1: 2,228 shares 2,228 $264K 0.02% +24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,052 shares; 2026Q1: 2,962 shares 2,962 $263K 0.02% -90 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE 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: 4,028 shares 4,028 $262K 0.02% new 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: 2,718 shares; 2024Q4: 2,795 shares; 2025Q1: 3,140 shares; 2025Q2: 3,215 shares; 2025Q3: 2,818 shares; 2025Q4: 2,809 shares; 2026Q1: 3,198 shares 3,198 $261K 0.02% +389 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,566 shares; 2024Q4: 8,798 shares; 2025Q1: 9,459 shares; 2025Q2: 9,350 shares; 2025Q3: 9,199 shares; 2025Q4: 9,317 shares; 2026Q1: 2,307 shares 2,307 $261K 0.02% -7,010 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 236 shares 236 $258K 0.02% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 3,499 shares; 2025Q1: not reported; 2025Q2: 2,499 shares; 2025Q3: 2,499 shares; 2025Q4: 2,925 shares; 2026Q1: 2,925 shares 2,925 $257K 0.02% 0 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: 1,884 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 866 shares 866 $257K 0.02% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,071 shares 1,071 $255K 0.02% new 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: 2,926 shares; 2024Q4: 3,323 shares; 2025Q1: 3,280 shares; 2025Q2: 3,396 shares; 2025Q3: 3,449 shares; 2025Q4: 3,440 shares; 2026Q1: 3,352 shares 3,352 $252K 0.02% -88 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,450 shares; 2026Q1: 3,535 shares 3,535 $252K 0.02% +85 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 138 shares; 2025Q2: 135 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 134 shares 134 $252K 0.02% 0 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: 3,202 shares 3,202 $252K 0.02% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 827 shares; 2025Q3: 894 shares; 2025Q4: 858 shares; 2026Q1: 892 shares 892 $251K 0.02% +34 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,031 shares; 2025Q2: 4,309 shares; 2025Q3: 4,309 shares; 2025Q4: 4,759 shares; 2026Q1: 4,759 shares 4,759 $248K 0.02% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,479 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,534 shares; 2025Q4: 5,039 shares; 2026Q1: 5,369 shares 5,369 $247K 0.02% +330 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,156 shares; 2025Q1: 6,938 shares; 2025Q2: 7,011 shares; 2025Q3: 6,991 shares; 2025Q4: 6,801 shares; 2026Q1: 6,245 shares 6,245 $247K 0.02% -556 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: 24,139 shares; 2024Q4: 7,862 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,027 shares 5,027 $245K 0.02% new Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,181 shares; 2025Q2: 4,389 shares; 2025Q3: 4,389 shares; 2025Q4: 4,854 shares; 2026Q1: 4,854 shares 4,854 $244K 0.02% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,053 shares; 2024Q4: 1,975 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,097 shares; 2025Q4: 1,832 shares; 2026Q1: 1,832 shares 1,832 $243K 0.02% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 1,005 shares; 2025Q1: 937 shares; 2025Q2: 833 shares; 2025Q3: 262 shares; 2025Q4: 244 shares; 2026Q1: 226 shares 226 $241K 0.02% -18 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,620 shares; 2025Q1: 4,620 shares; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares; 2025Q4: 2,589 shares; 2026Q1: 2,589 shares 2,589 $240K 0.02% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 440 shares 440 $239K 0.02% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,708 shares; 2025Q1: 1,708 shares; 2025Q2: 1,615 shares; 2025Q3: 1,785 shares; 2025Q4: 1,615 shares; 2026Q1: 1,615 shares 1,615 $236K 0.02% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT 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 $235K 0.02% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 1,032 shares; 2025Q1: 1,001 shares; 2025Q2: 1,030 shares; 2025Q3: 1,040 shares; 2025Q4: 1,048 shares; 2026Q1: 1,061 shares 1,061 $235K 0.02% +13 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,067 shares; 2025Q1: 3,072 shares; 2025Q2: 3,090 shares; 2025Q3: 3,077 shares; 2025Q4: 3,122 shares; 2026Q1: 3,206 shares 3,206 $234K 0.02% +84 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,010 shares 6,010 $234K 0.02% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 3,355 shares; 2025Q1: 3,245 shares; 2025Q2: 2,549 shares; 2025Q3: 2,621 shares; 2025Q4: 2,647 shares; 2026Q1: 2,437 shares 2,437 $234K 0.02% -210 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 4,262 shares; 2025Q3: 7,112 shares; 2025Q4: 3,306 shares; 2026Q1: 3,007 shares 3,007 $233K 0.02% -299 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,738 shares; 2024Q4: 5,828 shares; 2025Q1: 5,858 shares; 2025Q2: 5,853 shares; 2025Q3: 5,764 shares; 2025Q4: 5,053 shares; 2026Q1: 5,770 shares 5,770 $233K 0.02% +717 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,222 shares; 2025Q4: not reported; 2026Q1: 1,252 shares 1,252 $231K 0.02% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,326 shares 9,326 $231K 0.02% new 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: 1,465 shares; 2025Q3: 1,479 shares; 2025Q4: not reported; 2026Q1: 1,572 shares 1,572 $230K 0.02% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $230K 0.02% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 995 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 914 shares 914 $228K 0.02% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 5,890 shares; 2025Q1: 5,709 shares; 2025Q2: 5,770 shares; 2025Q3: 5,506 shares; 2025Q4: 6,732 shares; 2026Q1: 5,022 shares 5,022 $227K 0.02% -1,710 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,500 shares 8,500 $226K 0.02% new 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: 1,147 shares; 2024Q4: 1,098 shares; 2025Q1: 906 shares; 2025Q2: 758 shares; 2025Q3: 816 shares; 2025Q4: 824 shares; 2026Q1: 909 shares 909 $226K 0.02% +85 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,572 shares; 2025Q4: 4,572 shares; 2026Q1: 4,572 shares 4,572 $217K 0.02% 0 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,271 shares; 2026Q1: 1,325 shares 1,325 $217K 0.02% +54 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: not reported; 2025Q1: 1,426 shares; 2025Q2: 1,546 shares; 2025Q3: 1,594 shares; 2025Q4: 1,540 shares; 2026Q1: 1,588 shares 1,588 $216K 0.02% +48 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,453 shares; 2025Q1: 1,488 shares; 2025Q2: 1,512 shares; 2025Q3: 1,517 shares; 2025Q4: 1,512 shares; 2026Q1: 1,514 shares 1,514 $216K 0.02% +2 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,481 shares 1,481 $215K 0.02% 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: 2,277 shares; 2024Q4: 2,457 shares; 2025Q1: 2,672 shares; 2025Q2: 2,448 shares; 2025Q3: 2,492 shares; 2025Q4: 2,432 shares; 2026Q1: 2,478 shares 2,478 $215K 0.02% +46 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: not reported; 2025Q4: not reported; 2026Q1: 1,395 shares 1,395 $213K 0.02% new Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 871 shares; 2025Q1: not reported; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: not reported; 2026Q1: 526 shares 526 $213K 0.02% new Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,865 shares; 2025Q2: 8,865 shares; 2025Q3: 8,865 shares; 2025Q4: 8,865 shares; 2026Q1: 8,865 shares 8,865 $212K 0.02% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,343 shares; 2025Q1: 1,691 shares; 2025Q2: 1,553 shares; 2025Q3: 1,586 shares; 2025Q4: 1,471 shares; 2026Q1: 1,895 shares 1,895 $211K 0.02% +424 Timeline VTR VENTAS INC More: the full row for VENTAS 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: 2,575 shares 2,575 $211K 0.02% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 1,718 shares; 2025Q1: not reported; 2025Q2: 1,693 shares; 2025Q3: 1,736 shares; 2025Q4: 1,736 shares; 2026Q1: 1,751 shares 1,751 $209K 0.01% +15 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD 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: not reported; 2026Q1: 37 shares 37 $209K 0.01% new 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: 13,504 shares; 2024Q4: 14,159 shares; 2025Q1: 14,902 shares; 2025Q2: 14,869 shares; 2025Q3: 14,682 shares; 2025Q4: 11,678 shares; 2026Q1: 2,855 shares 2,855 $209K 0.01% -8,823 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 572 shares; 2026Q1: 582 shares 582 $209K 0.01% +10 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,262 shares 2,262 $209K 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,572 shares 2,572 $208K 0.01% new Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS 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: 4,825 shares; 2025Q4: 4,765 shares; 2026Q1: 4,635 shares 4,635 $208K 0.01% -130 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,590 shares; 2025Q1: 1,927 shares; 2025Q2: 1,916 shares; 2025Q3: 1,916 shares; 2025Q4: 1,839 shares; 2026Q1: 1,890 shares 1,890 $205K 0.01% +51 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 291 shares 291 $205K 0.01% new Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,576 shares 3,576 $202K 0.01% new Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 1,729 shares 1,729 $202K 0.01% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,006 shares 4,006 $200K 0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,310 shares; 2024Q4: not reported; 2025Q1: 10,544 shares; 2025Q2: 10,415 shares; 2025Q3: 10,415 shares; 2025Q4: 10,554 shares; 2026Q1: 11,710 shares 11,710 $199K 0.01% +1,156 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,678 shares; 2025Q2: 19,476 shares; 2025Q3: 19,475 shares; 2025Q4: 19,475 shares; 2026Q1: 19,573 shares 19,573 $196K 0.01% +98 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,885 shares 18,885 $195K 0.01% new Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,111 shares; 2025Q1: 10,111 shares; 2025Q2: 10,111 shares; 2025Q3: 10,111 shares; 2025Q4: 10,111 shares; 2026Q1: 10,111 shares 10,111 $190K 0.01% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,537 shares; 2026Q1: 12,979 shares 12,979 $185K 0.01% -558 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,269 shares; 2025Q1: 13,376 shares; 2025Q2: 13,603 shares; 2025Q3: 13,716 shares; 2025Q4: 12,668 shares; 2026Q1: 12,836 shares 12,836 $183K 0.01% +168 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,622 shares; 2024Q4: 10,739 shares; 2025Q1: 12,916 shares; 2025Q2: 13,910 shares; 2025Q3: 40,821 shares; 2025Q4: 22,987 shares; 2026Q1: 15,137 shares 15,137 $175K 0.01% -7,850 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,189 shares 14,189 $128K 0.01% new 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: 10,199 shares; 2025Q3: 10,200 shares; 2025Q4: 11,253 shares; 2026Q1: 10,183 shares 10,183 $115K 0.01% -1,070 Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,415 shares; 2025Q1: 10,056 shares; 2025Q2: 11,520 shares; 2025Q3: 11,528 shares; 2025Q4: 11,573 shares; 2026Q1: 12,134 shares 12,134 $86.5K 0.01% +561 Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,515 shares; 2024Q4: 26,781 shares; 2025Q1: 20,432 shares; 2025Q2: 20,472 shares; 2025Q3: 20,449 shares; 2025Q4: 20,158 shares; 2026Q1: 20,166 shares 20,166 $81.7K 0.01% +8 Timeline