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: 1,547,344 shares; 2024Q4: 1,564,951 shares; 2025Q1: 1,581,384 shares; 2025Q2: 1,574,671 shares; 2025Q3: 1,577,352 shares; 2025Q4: 1,559,079 shares; 2026Q1: 1,517,545 shares 1,517,545 $991M 11.72% -41,534 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: 10 shares; 2024Q4: 644 shares; 2025Q1: 643 shares; 2025Q2: 643 shares; 2025Q3: 644 shares; 2025Q4: 644 shares; 2026Q1: 643 shares 643 $462M 5.46% -1 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,747,073 shares; 2024Q4: 2,891,186 shares; 2025Q1: 2,905,846 shares; 2025Q2: 2,942,078 shares; 2025Q3: 2,935,833 shares; 2025Q4: 2,927,438 shares; 2026Q1: 2,857,941 shares 2,857,941 $456M 5.4% -69,497 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: 4,208,746 shares; 2024Q4: 4,302,214 shares; 2025Q1: 4,218,245 shares; 2025Q2: 4,500,599 shares; 2025Q3: 4,544,065 shares; 2025Q4: 4,533,875 shares; 2026Q1: 4,574,736 shares 4,574,736 $414M 4.9% +40,861 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,602,167 shares; 2024Q4: 1,589,393 shares; 2025Q1: 1,585,247 shares; 2025Q2: 1,576,165 shares; 2025Q3: 1,561,192 shares; 2025Q4: 1,510,828 shares; 2026Q1: 1,461,111 shares 1,461,111 $371M 4.38% -49,717 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: 5,313,383 shares; 2024Q4: 5,243,444 shares; 2025Q1: 5,118,840 shares; 2025Q2: 4,928,060 shares; 2025Q3: 4,877,690 shares; 2025Q4: 4,821,786 shares; 2026Q1: 4,776,066 shares 4,776,066 $306M 3.62% -45,720 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: 669,540 shares; 2024Q4: 671,373 shares; 2025Q1: 677,956 shares; 2025Q2: 666,134 shares; 2025Q3: 675,270 shares; 2025Q4: 661,415 shares; 2026Q1: 642,279 shares 642,279 $238M 2.81% -19,136 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,174,840 shares; 2024Q4: 13,186,940 shares; 2025Q1: 12,974,117 shares; 2025Q2: 12,711,438 shares; 2025Q3: 12,661,260 shares; 2025Q4: 12,387,942 shares; 2026Q1: 11,674,801 shares 11,674,801 $220M 2.61% -713,141 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: 743,446 shares; 2024Q4: 751,833 shares; 2025Q1: 763,112 shares; 2025Q2: 757,791 shares; 2025Q3: 749,023 shares; 2025Q4: 721,439 shares; 2026Q1: 681,749 shares 681,749 $196M 2.32% -39,690 Timeline EIPX 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: 5,355,165 shares; 2024Q4: 5,394,797 shares; 2025Q1: 5,394,874 shares; 2025Q2: 5,338,530 shares; 2025Q3: 5,333,685 shares; 2025Q4: 5,195,978 shares; 2026Q1: 5,044,605 shares 5,044,605 $162M 1.92% -151,373 Timeline EPS 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: 2,134,388 shares; 2024Q4: 2,260,703 shares; 2025Q1: 2,414,935 shares; 2025Q2: 2,252,225 shares; 2025Q3: 2,117,542 shares; 2025Q4: 1,896,419 shares; 2026Q1: 1,859,134 shares 1,859,134 $127M 1.5% -37,285 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: 610,481 shares; 2024Q4: 620,250 shares; 2025Q1: 627,026 shares; 2025Q2: 630,350 shares; 2025Q3: 626,943 shares; 2025Q4: 612,686 shares; 2026Q1: 605,261 shares 605,261 $126M 1.49% -7,425 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: 618,581 shares; 2024Q4: 642,791 shares; 2025Q1: 697,912 shares; 2025Q2: 714,520 shares; 2025Q3: 721,833 shares; 2025Q4: 719,973 shares; 2026Q1: 694,709 shares 694,709 $121M 1.43% -25,264 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: 1,837,587 shares; 2024Q4: 1,863,042 shares; 2025Q1: 1,895,732 shares; 2025Q2: 1,861,265 shares; 2025Q3: 1,834,894 shares; 2025Q4: 1,804,699 shares; 2026Q1: 1,770,894 shares 1,770,894 $120M 1.41% -33,805 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: 610,659 shares; 2024Q4: 606,468 shares; 2025Q1: 623,753 shares; 2025Q2: 620,970 shares; 2025Q3: 619,365 shares; 2025Q4: 614,535 shares; 2026Q1: 591,318 shares 591,318 $100M 1.19% -23,217 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: 364,554 shares; 2024Q4: 369,582 shares; 2025Q1: 386,616 shares; 2025Q2: 380,478 shares; 2025Q3: 372,356 shares; 2025Q4: 360,800 shares; 2026Q1: 348,567 shares 348,567 $100M 1.18% -12,233 Timeline ESGU 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: 522,016 shares; 2024Q4: 553,899 shares; 2025Q1: 661,128 shares; 2025Q2: 662,408 shares; 2025Q3: 664,789 shares; 2025Q4: 678,480 shares; 2026Q1: 697,197 shares 697,197 $98.6M 1.17% +18,717 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: 357,958 shares; 2024Q4: 352,427 shares; 2025Q1: 357,274 shares; 2025Q2: 337,418 shares; 2025Q3: 330,692 shares; 2025Q4: 316,473 shares; 2026Q1: 305,795 shares 305,795 $94.6M 1.12% -10,678 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: 320,930 shares; 2024Q4: 329,292 shares; 2025Q1: 339,042 shares; 2025Q2: 334,267 shares; 2025Q3: 330,217 shares; 2025Q4: 322,291 shares; 2026Q1: 313,362 shares 313,362 $92.2M 1.09% -8,929 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,165 shares; 2025Q3: 604,057 shares; 2025Q4: 949,056 shares; 2026Q1: 1,287,607 shares 1,287,607 $83.9M 0.99% +338,551 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: 315,180 shares; 2024Q4: 308,857 shares; 2025Q1: 342,448 shares; 2025Q2: 334,732 shares; 2025Q3: 343,325 shares; 2025Q4: 334,058 shares; 2026Q1: 323,030 shares 323,030 $79M 0.93% -11,028 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: 201,752 shares; 2024Q4: 198,822 shares; 2025Q1: 237,048 shares; 2025Q2: 232,192 shares; 2025Q3: 233,067 shares; 2025Q4: 230,030 shares; 2026Q1: 227,932 shares 227,932 $75M 0.89% -2,098 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: 299,605 shares; 2024Q4: 303,279 shares; 2025Q1: 328,556 shares; 2025Q2: 327,289 shares; 2025Q3: 330,386 shares; 2025Q4: 326,607 shares; 2026Q1: 311,267 shares 311,267 $67.7M 0.8% -15,340 Timeline WCMI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,194,120 shares; 2025Q4: 2,753,536 shares; 2026Q1: 3,691,532 shares 3,691,532 $61.9M 0.73% +937,996 Timeline ESGD 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: 496,377 shares; 2024Q4: 524,932 shares; 2025Q1: 531,916 shares; 2025Q2: 564,886 shares; 2025Q3: 610,864 shares; 2025Q4: 616,854 shares; 2026Q1: 643,821 shares 643,821 $61.6M 0.73% +26,967 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: 123,028 shares; 2024Q4: 123,107 shares; 2025Q1: 119,516 shares; 2025Q2: 124,473 shares; 2025Q3: 126,343 shares; 2025Q4: 123,522 shares; 2026Q1: 126,382 shares 126,382 $60.6M 0.72% +2,860 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: 683,541 shares; 2024Q4: 596,233 shares; 2025Q1: 500,139 shares; 2025Q2: 405,057 shares; 2025Q3: 356,137 shares; 2025Q4: 311,402 shares; 2026Q1: 314,215 shares 314,215 $60.3M 0.71% +2,813 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: 45,555 shares; 2024Q4: 45,257 shares; 2025Q1: 44,442 shares; 2025Q2: 43,409 shares; 2025Q3: 42,868 shares; 2025Q4: 41,172 shares; 2026Q1: 39,505 shares 39,505 $58.2M 0.69% -1,667 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: 366,242 shares; 2024Q4: 352,679 shares; 2025Q1: 364,152 shares; 2025Q2: 358,324 shares; 2025Q3: 357,205 shares; 2025Q4: 341,397 shares; 2026Q1: 339,853 shares 339,853 $55.9M 0.66% -1,544 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: 463,761 shares; 2024Q4: 456,559 shares; 2025Q1: 459,952 shares; 2025Q2: 452,304 shares; 2025Q3: 447,315 shares; 2025Q4: 440,192 shares; 2026Q1: 425,621 shares 425,621 $52.9M 0.63% -14,571 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: 367,831 shares; 2024Q4: 372,684 shares; 2025Q1: 367,983 shares; 2025Q2: 364,331 shares; 2025Q3: 375,618 shares; 2025Q4: 362,719 shares; 2026Q1: 350,264 shares 350,264 $50.6M 0.6% -12,455 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: 429,243 shares; 2024Q4: 415,899 shares; 2025Q1: 449,179 shares; 2025Q2: 429,269 shares; 2025Q3: 432,043 shares; 2025Q4: 423,896 shares; 2026Q1: 406,382 shares 406,382 $48.9M 0.58% -17,514 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: 85,960 shares; 2024Q4: 85,295 shares; 2025Q1: 85,908 shares; 2025Q2: 83,890 shares; 2025Q3: 81,635 shares; 2025Q4: 79,804 shares; 2026Q1: 78,457 shares 78,457 $46.9M 0.55% -1,347 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,279,815 shares; 2024Q4: 1,012,509 shares; 2025Q1: 926,852 shares; 2025Q2: 881,002 shares; 2025Q3: 858,781 shares; 2025Q4: 854,485 shares; 2026Q1: 845,970 shares 845,970 $44.5M 0.53% -8,515 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: 575,959 shares; 2024Q4: 560,281 shares; 2025Q1: 586,995 shares; 2025Q2: 583,531 shares; 2025Q3: 589,282 shares; 2025Q4: 581,451 shares; 2026Q1: 569,042 shares 569,042 $44.2M 0.52% -12,409 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: 62,632 shares; 2024Q4: 64,184 shares; 2025Q1: 65,046 shares; 2025Q2: 64,642 shares; 2025Q3: 64,826 shares; 2025Q4: 61,871 shares; 2026Q1: 61,312 shares 61,312 $43.4M 0.51% -559 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: 133,858 shares; 2024Q4: 135,392 shares; 2025Q1: 141,103 shares; 2025Q2: 141,675 shares; 2025Q3: 145,572 shares; 2025Q4: 144,642 shares; 2026Q1: 139,852 shares 139,852 $42.3M 0.5% -4,790 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: 41,608 shares; 2024Q4: 43,204 shares; 2025Q1: 43,633 shares; 2025Q2: 44,071 shares; 2025Q3: 43,756 shares; 2025Q4: 42,113 shares; 2026Q1: 41,304 shares 41,304 $41.2M 0.49% -809 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554,070 shares; 2024Q4: 554,385 shares; 2025Q1: 554,395 shares; 2025Q2: 536,679 shares; 2025Q3: 536,728 shares; 2025Q4: 536,669 shares; 2026Q1: 536,669 shares 536,669 $40.4M 0.48% 0 Timeline ESML 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: 995,071 shares; 2024Q4: 992,461 shares; 2025Q1: 973,329 shares; 2025Q2: 893,345 shares; 2025Q3: 868,826 shares; 2025Q4: 861,413 shares; 2026Q1: 854,219 shares 854,219 $40.2M 0.47% -7,194 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: 188,310 shares; 2024Q4: 442,941 shares; 2025Q1: 533,659 shares; 2025Q2: 556,464 shares; 2025Q3: 648,389 shares; 2025Q4: 725,376 shares; 2026Q1: 741,489 shares 741,489 $39.5M 0.47% +16,113 Timeline KBWB 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: 462,604 shares; 2024Q4: 745,392 shares; 2025Q1: 862,544 shares; 2025Q2: 926,093 shares; 2025Q3: 777,173 shares; 2025Q4: 634,572 shares; 2026Q1: 481,559 shares 481,559 $38.1M 0.45% -153,013 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: 329,071 shares; 2024Q4: 328,781 shares; 2025Q1: 353,008 shares; 2025Q2: 339,665 shares; 2025Q3: 329,340 shares; 2025Q4: 310,708 shares; 2026Q1: 293,036 shares 293,036 $37M 0.44% -17,672 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: 301,855 shares; 2024Q4: 308,627 shares; 2025Q1: 374,786 shares; 2025Q2: 371,209 shares; 2025Q3: 377,273 shares; 2025Q4: 375,205 shares; 2026Q1: 360,530 shares 360,530 $37M 0.44% -14,675 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: 191,000 shares; 2024Q4: 193,030 shares; 2025Q1: 189,556 shares; 2025Q2: 189,176 shares; 2025Q3: 188,576 shares; 2025Q4: 186,892 shares; 2026Q1: 182,768 shares 182,768 $35.3M 0.42% -4,124 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: 290,205 shares; 2024Q4: 267,679 shares; 2025Q1: 251,789 shares; 2025Q2: 230,411 shares; 2025Q3: 228,205 shares; 2025Q4: 222,791 shares; 2026Q1: 215,996 shares 215,996 $33.5M 0.4% -6,795 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: 999,023 shares; 2024Q4: 999,168 shares; 2025Q1: 955,613 shares; 2025Q2: 912,477 shares; 2025Q3: 908,303 shares; 2025Q4: 908,604 shares; 2026Q1: 908,864 shares 908,864 $31.9M 0.38% +260 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: 101,875 shares; 2024Q4: 101,058 shares; 2025Q1: 100,810 shares; 2025Q2: 96,454 shares; 2025Q3: 99,859 shares; 2025Q4: 97,515 shares; 2026Q1: 95,810 shares 95,810 $29.8M 0.35% -1,705 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: 66,668 shares; 2024Q4: 66,312 shares; 2025Q1: 66,226 shares; 2025Q2: 63,968 shares; 2025Q3: 64,183 shares; 2025Q4: 63,885 shares; 2026Q1: 60,170 shares 60,170 $29.6M 0.35% -3,715 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: 49,604 shares; 2024Q4: 50,072 shares; 2025Q1: 51,089 shares; 2025Q2: 48,959 shares; 2025Q3: 48,086 shares; 2025Q4: 45,162 shares; 2026Q1: 45,026 shares 45,026 $29.3M 0.35% -136 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: 50,068 shares; 2024Q4: 52,206 shares; 2025Q1: 57,412 shares; 2025Q2: 57,956 shares; 2025Q3: 61,039 shares; 2025Q4: 58,812 shares; 2026Q1: 58,444 shares 58,444 $29.2M 0.35% -368 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: 88,034 shares; 2024Q4: 88,136 shares; 2025Q1: 88,374 shares; 2025Q2: 89,044 shares; 2025Q3: 90,617 shares; 2025Q4: 89,375 shares; 2026Q1: 95,476 shares 95,476 $28.9M 0.34% +6,101 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: 167,729 shares; 2024Q4: 159,172 shares; 2025Q1: 139,828 shares; 2025Q2: 132,337 shares; 2025Q3: 140,938 shares; 2025Q4: 137,676 shares; 2026Q1: 134,618 shares 134,618 $27.9M 0.33% -3,058 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: 295,623 shares; 2024Q4: 292,469 shares; 2025Q1: 295,166 shares; 2025Q2: 303,848 shares; 2025Q3: 309,762 shares; 2025Q4: 298,245 shares; 2026Q1: 289,287 shares 289,287 $26.9M 0.32% -8,958 Timeline RGEF TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 898,395 shares; 2025Q2: 898,395 shares; 2025Q3: 898,395 shares; 2025Q4: 898,395 shares; 2026Q1: 886,095 shares 886,095 $26.6M 0.31% -12,300 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: 62,259 shares; 2024Q4: 62,634 shares; 2025Q1: 71,072 shares; 2025Q2: 70,792 shares; 2025Q3: 74,821 shares; 2025Q4: 74,341 shares; 2026Q1: 76,665 shares 76,665 $24.4M 0.29% +2,324 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: 27,926 shares; 2024Q4: 29,499 shares; 2025Q1: 29,950 shares; 2025Q2: 29,705 shares; 2025Q3: 29,162 shares; 2025Q4: 29,322 shares; 2026Q1: 28,617 shares 28,617 $24.2M 0.29% -705 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: 38,202 shares; 2024Q4: 40,961 shares; 2025Q1: 27,010 shares; 2025Q2: 27,405 shares; 2025Q3: 27,438 shares; 2025Q4: 27,079 shares; 2026Q1: 27,043 shares 27,043 $23.6M 0.28% -36 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: 157,730 shares; 2024Q4: 163,362 shares; 2025Q1: 164,283 shares; 2025Q2: 166,220 shares; 2025Q3: 169,657 shares; 2025Q4: 159,976 shares; 2026Q1: 158,118 shares 158,118 $23.3M 0.28% -1,858 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: 99,406 shares; 2024Q4: 102,213 shares; 2025Q1: 99,775 shares; 2025Q2: 94,505 shares; 2025Q3: 99,467 shares; 2025Q4: 97,666 shares; 2026Q1: 92,692 shares 92,692 $22.5M 0.27% -4,974 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: 308,849 shares; 2024Q4: 303,076 shares; 2025Q1: 291,309 shares; 2025Q2: 276,829 shares; 2025Q3: 263,963 shares; 2025Q4: 246,386 shares; 2026Q1: 239,286 shares 239,286 $22.3M 0.26% -7,100 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: 29,059 shares; 2024Q4: 30,727 shares; 2025Q1: 33,038 shares; 2025Q2: 35,890 shares; 2025Q3: 37,970 shares; 2025Q4: 38,312 shares; 2026Q1: 38,984 shares 38,984 $22.3M 0.26% +672 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: 169,807 shares; 2024Q4: 206,373 shares; 2025Q1: 204,669 shares; 2025Q2: 222,345 shares; 2025Q3: 221,803 shares; 2025Q4: 216,096 shares; 2026Q1: 216,731 shares 216,731 $21.1M 0.25% +635 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: 143,050 shares; 2024Q4: 156,666 shares; 2025Q1: 51,863 shares; 2025Q2: 63,666 shares; 2025Q3: 64,206 shares; 2025Q4: 61,717 shares; 2026Q1: 64,744 shares 64,744 $20.8M 0.25% +3,027 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: 99,745 shares; 2025Q1: 99,915 shares; 2025Q2: 98,463 shares; 2025Q3: 97,455 shares; 2025Q4: 95,812 shares; 2026Q1: 94,142 shares 94,142 $20.1M 0.24% -1,670 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: 392,978 shares; 2024Q4: 387,278 shares; 2025Q1: 385,199 shares; 2025Q2: 375,807 shares; 2025Q3: 374,140 shares; 2025Q4: 357,979 shares; 2026Q1: 370,557 shares 370,557 $20M 0.24% +12,578 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: 127,899 shares; 2024Q4: 132,958 shares; 2025Q1: 147,318 shares; 2025Q2: 153,254 shares; 2025Q3: 154,868 shares; 2025Q4: 158,278 shares; 2026Q1: 159,943 shares 159,943 $19.9M 0.24% +1,665 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: 151,845 shares; 2024Q4: 149,429 shares; 2025Q1: 153,981 shares; 2025Q2: 148,532 shares; 2025Q3: 153,476 shares; 2025Q4: 150,967 shares; 2026Q1: 148,182 shares 148,182 $19.4M 0.23% -2,785 Timeline ESGE 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: 351,273 shares; 2024Q4: 357,354 shares; 2025Q1: 354,907 shares; 2025Q2: 352,124 shares; 2025Q3: 401,498 shares; 2025Q4: 410,234 shares; 2026Q1: 425,038 shares 425,038 $19.3M 0.23% +14,804 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: 38,117 shares; 2024Q4: 42,221 shares; 2025Q1: 45,758 shares; 2025Q2: 46,641 shares; 2025Q3: 48,762 shares; 2025Q4: 45,896 shares; 2026Q1: 44,683 shares 44,683 $19.2M 0.23% -1,213 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: 105,617 shares; 2024Q4: 102,517 shares; 2025Q1: 101,565 shares; 2025Q2: 99,802 shares; 2025Q3: 103,037 shares; 2025Q4: 99,431 shares; 2026Q1: 93,308 shares 93,308 $19M 0.22% -6,123 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: 85,278 shares; 2024Q4: 82,969 shares; 2025Q1: 82,320 shares; 2025Q2: 78,288 shares; 2025Q3: 77,728 shares; 2025Q4: 75,367 shares; 2026Q1: 72,407 shares 72,407 $18.8M 0.22% -2,960 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,177 shares; 2024Q4: 153,371 shares; 2025Q1: 152,725 shares; 2025Q2: 151,741 shares; 2025Q3: 150,425 shares; 2025Q4: 149,021 shares; 2026Q1: 145,679 shares 145,679 $18.4M 0.22% -3,342 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: 26,298 shares; 2024Q4: 32,566 shares; 2025Q1: 32,506 shares; 2025Q2: 30,314 shares; 2025Q3: 30,197 shares; 2025Q4: 29,336 shares; 2026Q1: 25,936 shares 25,936 $18.1M 0.21% -3,400 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: 53,295 shares; 2024Q4: 51,890 shares; 2025Q1: 54,247 shares; 2025Q2: 52,486 shares; 2025Q3: 51,863 shares; 2025Q4: 51,020 shares; 2026Q1: 50,548 shares 50,548 $17.8M 0.21% -472 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: 203,298 shares; 2024Q4: 206,100 shares; 2025Q1: 215,802 shares; 2025Q2: 214,370 shares; 2025Q3: 224,506 shares; 2025Q4: 223,805 shares; 2026Q1: 221,967 shares 221,967 $16.9M 0.2% -1,838 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: 53,294 shares; 2024Q4: 54,973 shares; 2025Q1: 70,062 shares; 2025Q2: 67,748 shares; 2025Q3: 69,601 shares; 2025Q4: 69,500 shares; 2026Q1: 69,249 shares 69,249 $16.8M 0.2% -251 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: 107,635 shares; 2024Q4: 106,734 shares; 2025Q1: 105,285 shares; 2025Q2: 94,188 shares; 2025Q3: 92,448 shares; 2025Q4: 89,177 shares; 2026Q1: 88,309 shares 88,309 $16.7M 0.2% -868 Timeline DSI 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: 145,302 shares; 2024Q4: 143,966 shares; 2025Q1: 143,468 shares; 2025Q2: 140,983 shares; 2025Q3: 139,847 shares; 2025Q4: 136,871 shares; 2026Q1: 136,725 shares 136,725 $16.6M 0.2% -146 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: 171,073 shares; 2024Q4: 168,324 shares; 2025Q1: 179,286 shares; 2025Q2: 350,708 shares; 2025Q3: 344,096 shares; 2025Q4: 341,414 shares; 2026Q1: 350,370 shares 350,370 $16.3M 0.19% +8,956 Timeline JMST 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: 977,349 shares; 2024Q4: 682,936 shares; 2025Q1: 481,169 shares; 2025Q2: 437,628 shares; 2025Q3: 399,848 shares; 2025Q4: 329,297 shares; 2026Q1: 316,114 shares 316,114 $16.1M 0.19% -13,183 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,600 shares; 2024Q4: 15,318 shares; 2025Q1: 14,672 shares; 2025Q2: 13,623 shares; 2025Q3: 13,242 shares; 2025Q4: 13,034 shares; 2026Q1: 12,535 shares 12,535 $15.8M 0.19% -499 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: 187,017 shares; 2024Q4: 200,120 shares; 2025Q1: 191,329 shares; 2025Q2: 207,930 shares; 2025Q3: 297,491 shares; 2025Q4: 302,118 shares; 2026Q1: 294,858 shares 294,858 $14.7M 0.17% -7,260 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: 55,493 shares; 2024Q4: 56,395 shares; 2025Q1: 56,783 shares; 2025Q2: 56,555 shares; 2025Q3: 55,772 shares; 2025Q4: 53,854 shares; 2026Q1: 53,530 shares 53,530 $14.2M 0.17% -324 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: 31,050 shares; 2024Q4: 31,577 shares; 2025Q1: 32,860 shares; 2025Q2: 32,469 shares; 2025Q3: 32,037 shares; 2025Q4: 30,697 shares; 2026Q1: 28,604 shares 28,604 $14.2M 0.17% -2,093 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: 69,961 shares; 2024Q4: 67,706 shares; 2025Q1: 67,660 shares; 2025Q2: 67,530 shares; 2025Q3: 66,400 shares; 2025Q4: 63,940 shares; 2026Q1: 59,528 shares 59,528 $14.1M 0.17% -4,412 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: 31,602 shares; 2024Q4: 32,415 shares; 2025Q1: 40,455 shares; 2025Q2: 40,812 shares; 2025Q3: 41,714 shares; 2025Q4: 40,822 shares; 2026Q1: 40,429 shares 40,429 $13.3M 0.16% -393 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: 8,561 shares; 2024Q4: 9,340 shares; 2025Q1: 9,849 shares; 2025Q2: 11,122 shares; 2025Q3: 14,497 shares; 2025Q4: 14,065 shares; 2026Q1: 14,388 shares 14,388 $13.2M 0.16% +323 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: 69,090 shares; 2024Q4: 69,828 shares; 2025Q1: 73,138 shares; 2025Q2: 66,605 shares; 2025Q3: 59,705 shares; 2025Q4: 56,365 shares; 2026Q1: 48,224 shares 48,224 $13M 0.15% -8,141 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: 58,237 shares; 2024Q4: 64,360 shares; 2025Q1: 64,178 shares; 2025Q2: 62,029 shares; 2025Q3: 62,626 shares; 2025Q4: 58,725 shares; 2026Q1: 57,506 shares 57,506 $13M 0.15% -1,219 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: 123,885 shares; 2025Q1: 117,869 shares; 2025Q2: 109,862 shares; 2025Q3: 108,381 shares; 2025Q4: 106,870 shares; 2026Q1: 105,826 shares 105,826 $13M 0.15% -1,044 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: 15,947 shares; 2024Q4: 15,948 shares; 2025Q1: 15,707 shares; 2025Q2: 15,727 shares; 2025Q3: 16,139 shares; 2025Q4: 15,632 shares; 2026Q1: 14,412 shares 14,412 $12.9M 0.15% -1,220 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: 46,325 shares; 2024Q4: 94,264 shares; 2025Q1: 95,368 shares; 2025Q2: 96,905 shares; 2025Q3: 96,084 shares; 2025Q4: 92,759 shares; 2026Q1: 77,688 shares 77,688 $12.5M 0.15% -15,071 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,148 shares; 2024Q4: 67,544 shares; 2025Q1: 77,402 shares; 2025Q2: 79,970 shares; 2025Q3: 76,891 shares; 2025Q4: 73,246 shares; 2026Q1: 74,602 shares 74,602 $12.2M 0.14% +1,356 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: 58,204 shares; 2024Q4: 62,867 shares; 2025Q1: 56,756 shares; 2025Q2: 56,064 shares; 2025Q3: 58,736 shares; 2025Q4: 103,827 shares; 2026Q1: 172,943 shares 172,943 $12.1M 0.14% +69,116 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: 33,018 shares; 2024Q4: 32,484 shares; 2025Q1: 35,132 shares; 2025Q2: 31,777 shares; 2025Q3: 33,055 shares; 2025Q4: 31,480 shares; 2026Q1: 28,288 shares 28,288 $12M 0.14% -3,192 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: 131,517 shares; 2024Q4: 126,381 shares; 2025Q1: 74,289 shares; 2025Q2: 80,377 shares; 2025Q3: 82,749 shares; 2025Q4: 79,783 shares; 2026Q1: 80,547 shares 80,547 $11.9M 0.14% +764 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: 38,610 shares; 2024Q4: 38,610 shares; 2025Q1: 38,666 shares; 2025Q2: 36,668 shares; 2025Q3: 36,668 shares; 2025Q4: 32,858 shares; 2026Q1: 32,858 shares 32,858 $11.7M 0.14% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,489 shares; 2024Q4: 51,851 shares; 2025Q1: 49,801 shares; 2025Q2: 47,535 shares; 2025Q3: 47,386 shares; 2025Q4: 46,948 shares; 2026Q1: 46,795 shares 46,795 $11.6M 0.14% -153 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,744 shares; 2024Q4: 152,166 shares; 2025Q1: 150,633 shares; 2025Q2: 147,913 shares; 2025Q3: 147,813 shares; 2025Q4: 143,704 shares; 2026Q1: 137,940 shares 137,940 $11.4M 0.13% -5,764 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: 114,290 shares; 2024Q4: 114,101 shares; 2025Q1: 115,750 shares; 2025Q2: 110,289 shares; 2025Q3: 99,365 shares; 2025Q4: 104,395 shares; 2026Q1: 103,710 shares 103,710 $11M 0.13% -685 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: 8,575 shares; 2024Q4: 8,622 shares; 2025Q1: 8,499 shares; 2025Q2: 128,374 shares; 2025Q3: 124,408 shares; 2025Q4: 120,454 shares; 2026Q1: 118,790 shares 118,790 $11M 0.13% -1,664 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: 25,221 shares; 2024Q4: 26,670 shares; 2025Q1: 28,508 shares; 2025Q2: 29,082 shares; 2025Q3: 29,445 shares; 2025Q4: 28,936 shares; 2026Q1: 29,559 shares 29,559 $10.6M 0.13% +623 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: 114,561 shares; 2024Q4: 113,525 shares; 2025Q1: 113,377 shares; 2025Q2: 113,353 shares; 2025Q3: 113,855 shares; 2025Q4: 110,124 shares; 2026Q1: 109,105 shares 109,105 $10.3M 0.12% -1,019 Timeline IGV 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: 137,714 shares; 2024Q4: 136,823 shares; 2025Q1: 135,579 shares; 2025Q2: 133,066 shares; 2025Q3: 130,761 shares; 2025Q4: 129,109 shares; 2026Q1: 125,564 shares 125,564 $10.1M 0.12% -3,545 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: 41,370 shares; 2024Q4: 40,140 shares; 2025Q1: 40,228 shares; 2025Q2: 34,950 shares; 2025Q3: 35,538 shares; 2025Q4: 34,924 shares; 2026Q1: 34,317 shares 34,317 $9.97M 0.12% -607 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,841 shares; 2024Q4: 128,442 shares; 2025Q1: 121,602 shares; 2025Q2: 116,593 shares; 2025Q3: 114,278 shares; 2025Q4: 107,192 shares; 2026Q1: 103,427 shares 103,427 $9.97M 0.12% -3,765 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: 14,911 shares; 2024Q4: 14,696 shares; 2025Q1: 14,472 shares; 2025Q2: 15,182 shares; 2025Q3: 14,397 shares; 2025Q4: 14,594 shares; 2026Q1: 14,434 shares 14,434 $9.85M 0.12% -160 Timeline VSGX 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: 140,556 shares; 2024Q4: 140,556 shares; 2025Q1: 140,340 shares; 2025Q2: 139,283 shares; 2025Q3: 139,218 shares; 2025Q4: 139,218 shares; 2026Q1: 136,703 shares 136,703 $9.81M 0.12% -2,515 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: 178,009 shares; 2024Q4: 199,383 shares; 2025Q1: 229,010 shares; 2025Q2: 217,663 shares; 2025Q3: 206,703 shares; 2025Q4: 201,014 shares; 2026Q1: 200,190 shares 200,190 $9.76M 0.12% -824 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: 50,047 shares; 2024Q4: 49,494 shares; 2025Q1: 55,640 shares; 2025Q2: 54,030 shares; 2025Q3: 54,832 shares; 2025Q4: 51,901 shares; 2026Q1: 50,004 shares 50,004 $9.48M 0.11% -1,897 Timeline EZU 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: 190,127 shares; 2024Q4: 189,478 shares; 2025Q1: 177,404 shares; 2025Q2: 165,071 shares; 2025Q3: 160,422 shares; 2025Q4: 159,579 shares; 2026Q1: 149,241 shares 149,241 $9.35M 0.11% -10,338 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: 135,843 shares; 2024Q4: 138,518 shares; 2025Q1: 128,066 shares; 2025Q2: 124,108 shares; 2025Q3: 118,771 shares; 2025Q4: 111,447 shares; 2026Q1: 109,315 shares 109,315 $9.32M 0.11% -2,132 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,192 shares; 2024Q4: 363,357 shares; 2025Q1: 380,186 shares; 2025Q2: 385,570 shares; 2025Q3: 375,755 shares; 2025Q4: 375,635 shares; 2026Q1: 370,187 shares 370,187 $9.29M 0.11% -5,448 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: 193,536 shares; 2024Q4: 185,786 shares; 2025Q1: 179,311 shares; 2025Q2: 174,199 shares; 2025Q3: 170,824 shares; 2025Q4: 168,772 shares; 2026Q1: 162,682 shares 162,682 $9.24M 0.11% -6,090 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: 19,236 shares; 2024Q4: 19,507 shares; 2025Q1: 20,525 shares; 2025Q2: 22,032 shares; 2025Q3: 22,287 shares; 2025Q4: 21,507 shares; 2026Q1: 21,654 shares 21,654 $9.23M 0.11% +147 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: 30,951 shares; 2024Q4: 30,340 shares; 2025Q1: 28,217 shares; 2025Q2: 29,518 shares; 2025Q3: 29,354 shares; 2025Q4: 27,663 shares; 2026Q1: 28,248 shares 28,248 $9.21M 0.11% +585 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: 12,013 shares; 2024Q4: 13,160 shares; 2025Q1: 17,264 shares; 2025Q2: 17,519 shares; 2025Q3: 21,921 shares; 2025Q4: 20,032 shares; 2026Q1: 19,876 shares 19,876 $8.88M 0.1% -156 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: 37,662 shares; 2024Q4: 44,270 shares; 2025Q1: 45,900 shares; 2025Q2: 41,583 shares; 2025Q3: 43,664 shares; 2025Q4: 39,985 shares; 2026Q1: 44,272 shares 44,272 $8.59M 0.1% +4,287 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: 61,921 shares; 2024Q4: 65,386 shares; 2025Q1: 63,639 shares; 2025Q2: 62,090 shares; 2025Q3: 62,156 shares; 2025Q4: 59,723 shares; 2026Q1: 59,174 shares 59,174 $8.59M 0.1% -549 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: 59,687 shares; 2024Q4: 60,607 shares; 2025Q1: 62,315 shares; 2025Q2: 61,331 shares; 2025Q3: 59,674 shares; 2025Q4: 57,955 shares; 2026Q1: 49,585 shares 49,585 $8.56M 0.1% -8,370 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: 27,732 shares; 2024Q4: 27,571 shares; 2025Q1: 25,567 shares; 2025Q2: 24,566 shares; 2025Q3: 24,663 shares; 2025Q4: 24,338 shares; 2026Q1: 24,280 shares 24,280 $8.33M 0.1% -58 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: 306,250 shares; 2024Q4: 277,985 shares; 2025Q1: 319,285 shares; 2025Q2: 299,721 shares; 2025Q3: 299,368 shares; 2025Q4: 298,166 shares; 2026Q1: 294,379 shares 294,379 $8.27M 0.1% -3,787 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: 23,244 shares; 2024Q4: 23,244 shares; 2025Q1: 23,429 shares; 2025Q2: 23,429 shares; 2025Q3: 23,256 shares; 2025Q4: 23,017 shares; 2026Q1: 21,755 shares 21,755 $8.06M 0.1% -1,262 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: 179,560 shares; 2024Q4: 167,615 shares; 2025Q1: 160,128 shares; 2025Q2: 153,631 shares; 2025Q3: 145,228 shares; 2025Q4: 134,339 shares; 2026Q1: 132,668 shares 132,668 $8.05M 0.1% -1,671 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,842 shares; 2024Q4: 87,448 shares; 2025Q1: 86,869 shares; 2025Q2: 86,692 shares; 2025Q3: 87,277 shares; 2025Q4: 85,740 shares; 2026Q1: 85,740 shares 85,740 $8M 0.09% 0 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: 49,957 shares; 2024Q4: 49,558 shares; 2025Q1: 59,423 shares; 2025Q2: 57,995 shares; 2025Q3: 57,833 shares; 2025Q4: 55,618 shares; 2026Q1: 51,557 shares 51,557 $7.88M 0.09% -4,061 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,448 shares; 2024Q4: 57,448 shares; 2025Q1: 56,948 shares; 2025Q2: 56,948 shares; 2025Q3: 56,948 shares; 2025Q4: 56,198 shares; 2026Q1: 56,198 shares 56,198 $7.77M 0.09% 0 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: 184,372 shares; 2024Q4: 171,302 shares; 2025Q1: 182,274 shares; 2025Q2: 174,382 shares; 2025Q3: 164,227 shares; 2025Q4: 161,897 shares; 2026Q1: 157,507 shares 157,507 $7.68M 0.09% -4,390 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,069 shares; 2024Q4: 33,378 shares; 2025Q1: 33,018 shares; 2025Q2: 31,059 shares; 2025Q3: 30,575 shares; 2025Q4: 29,934 shares; 2026Q1: 29,126 shares 29,126 $7.63M 0.09% -808 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: 21,116 shares; 2024Q4: 21,753 shares; 2025Q1: 20,948 shares; 2025Q2: 24,548 shares; 2025Q3: 26,038 shares; 2025Q4: 25,760 shares; 2026Q1: 26,518 shares 26,518 $7.52M 0.09% +758 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: 36,214 shares; 2024Q4: 35,664 shares; 2025Q1: 34,052 shares; 2025Q2: 32,464 shares; 2025Q3: 31,530 shares; 2025Q4: 30,742 shares; 2026Q1: 27,737 shares 27,737 $7.51M 0.09% -3,005 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: 57,084 shares; 2024Q4: 54,402 shares; 2025Q1: 67,896 shares; 2025Q2: 41,187 shares; 2025Q3: 41,706 shares; 2025Q4: 144,479 shares; 2026Q1: 144,682 shares 144,682 $7.44M 0.09% +203 Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,066 shares; 2024Q4: 229,801 shares; 2025Q1: 203,336 shares; 2025Q2: 202,536 shares; 2025Q3: 198,179 shares; 2025Q4: 180,254 shares; 2026Q1: 180,161 shares 180,161 $7.25M 0.09% -93 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: 91,804 shares; 2024Q4: 84,169 shares; 2025Q1: 86,742 shares; 2025Q2: 83,505 shares; 2025Q3: 83,505 shares; 2025Q4: 78,710 shares; 2026Q1: 80,250 shares 80,250 $7.07M 0.08% +1,540 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: 11,781 shares; 2024Q4: 11,672 shares; 2025Q1: 12,527 shares; 2025Q2: 11,517 shares; 2025Q3: 11,437 shares; 2025Q4: 11,730 shares; 2026Q1: 11,576 shares 11,576 $7M 0.08% -154 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: 1,482 shares; 2024Q4: 1,482 shares; 2025Q1: 1,469 shares; 2025Q2: 1,512 shares; 2025Q3: 1,504 shares; 2025Q4: 1,491 shares; 2026Q1: 1,557 shares 1,557 $6.56M 0.08% +66 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: 8,522 shares; 2024Q4: 8,206 shares; 2025Q1: 7,968 shares; 2025Q2: 7,562 shares; 2025Q3: 7,851 shares; 2025Q4: 8,466 shares; 2026Q1: 8,478 shares 8,478 $6.55M 0.08% +12 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: 35,201 shares; 2024Q4: 34,776 shares; 2025Q1: 34,790 shares; 2025Q2: 30,646 shares; 2025Q3: 30,149 shares; 2025Q4: 26,550 shares; 2026Q1: 26,390 shares 26,390 $6.54M 0.08% -160 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: 32,847 shares; 2024Q4: 33,315 shares; 2025Q1: 45,130 shares; 2025Q2: 43,790 shares; 2025Q3: 41,512 shares; 2025Q4: 38,884 shares; 2026Q1: 39,155 shares 39,155 $6.47M 0.08% +271 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: 42,041 shares; 2024Q4: 40,827 shares; 2025Q1: 42,952 shares; 2025Q2: 42,366 shares; 2025Q3: 41,345 shares; 2025Q4: 37,788 shares; 2026Q1: 32,401 shares 32,401 $6.42M 0.08% -5,387 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: 22,494 shares; 2024Q4: 22,482 shares; 2025Q1: 22,444 shares; 2025Q2: 21,500 shares; 2025Q3: 21,453 shares; 2025Q4: 20,760 shares; 2026Q1: 20,454 shares 20,454 $6.42M 0.08% -306 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: 255,496 shares; 2024Q4: 472,724 shares; 2025Q1: 373,878 shares; 2025Q2: 275,257 shares; 2025Q3: 236,381 shares; 2025Q4: 213,488 shares; 2026Q1: 208,903 shares 208,903 $6.41M 0.08% -4,585 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: 43,565 shares; 2024Q4: 45,238 shares; 2025Q1: 45,790 shares; 2025Q2: 44,452 shares; 2025Q3: 46,776 shares; 2025Q4: 43,233 shares; 2026Q1: 34,252 shares 34,252 $6.39M 0.08% -8,981 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,250 shares; 2025Q2: 94,625 shares; 2025Q3: 128,500 shares; 2025Q4: 156,250 shares; 2026Q1: 197,625 shares 197,625 $6.36M 0.08% +41,375 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: 6,664 shares; 2025Q1: 7,932 shares; 2025Q2: 7,861 shares; 2025Q3: 7,501 shares; 2025Q4: 6,991 shares; 2026Q1: 6,403 shares 6,403 $6.16M 0.07% -588 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: 103,985 shares; 2026Q1: 105,396 shares 105,396 $6M 0.07% +1,411 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,941 shares; 2024Q4: 26,706 shares; 2025Q1: 38,395 shares; 2025Q2: 39,699 shares; 2025Q3: 39,175 shares; 2025Q4: 40,176 shares; 2026Q1: 38,518 shares 38,518 $5.99M 0.07% -1,658 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,618 shares; 2024Q4: 81,002 shares; 2025Q1: 80,679 shares; 2025Q2: 85,066 shares; 2025Q3: 84,255 shares; 2025Q4: 79,710 shares; 2026Q1: 79,662 shares 79,662 $5.92M 0.07% -48 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: 3,010 shares; 2024Q4: 3,233 shares; 2025Q1: 5,133 shares; 2025Q2: 5,653 shares; 2025Q3: 6,102 shares; 2025Q4: 61,683 shares; 2026Q1: 61,266 shares 61,266 $5.89M 0.07% -417 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: 10,530 shares; 2024Q4: 10,550 shares; 2025Q1: 10,957 shares; 2025Q2: 10,776 shares; 2025Q3: 11,489 shares; 2025Q4: 11,059 shares; 2026Q1: 10,349 shares 10,349 $5.83M 0.07% -710 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: 84,836 shares; 2024Q4: 88,103 shares; 2025Q1: 115,044 shares; 2025Q2: 110,751 shares; 2025Q3: 108,933 shares; 2025Q4: 106,957 shares; 2026Q1: 101,831 shares 101,831 $5.73M 0.07% -5,126 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: 43,757 shares; 2024Q4: 84,947 shares; 2025Q1: 105,171 shares; 2025Q2: 104,719 shares; 2025Q3: 104,719 shares; 2025Q4: 95,644 shares; 2026Q1: 95,644 shares 95,644 $5.65M 0.07% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,617 shares; 2024Q4: 45,888 shares; 2025Q1: 44,284 shares; 2025Q2: 45,497 shares; 2025Q3: 42,540 shares; 2025Q4: 39,722 shares; 2026Q1: 38,310 shares 38,310 $5.6M 0.07% -1,412 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: 66,760 shares; 2024Q4: 64,916 shares; 2025Q1: 68,624 shares; 2025Q2: 65,622 shares; 2025Q3: 63,659 shares; 2025Q4: 59,565 shares; 2026Q1: 59,684 shares 59,684 $5.55M 0.07% +119 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 139,219 shares 139,219 $5.53M 0.07% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,151 shares; 2024Q4: 89,134 shares; 2025Q1: 79,666 shares; 2025Q2: 78,164 shares; 2025Q3: 74,685 shares; 2025Q4: 72,893 shares; 2026Q1: 76,405 shares 76,405 $5.49M 0.06% +3,512 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,490 shares; 2024Q4: 16,418 shares; 2025Q1: 16,064 shares; 2025Q2: 16,057 shares; 2025Q3: 15,340 shares; 2025Q4: 15,135 shares; 2026Q1: 15,102 shares 15,102 $5.49M 0.06% -33 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: 76,079 shares; 2024Q4: 73,880 shares; 2025Q1: 72,553 shares; 2025Q2: 67,931 shares; 2025Q3: 64,222 shares; 2025Q4: 62,377 shares; 2026Q1: 61,338 shares 61,338 $5.44M 0.06% -1,039 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: 10,175 shares; 2024Q4: 10,286 shares; 2025Q1: 10,614 shares; 2025Q2: 11,611 shares; 2025Q3: 11,790 shares; 2025Q4: 11,801 shares; 2026Q1: 11,792 shares 11,792 $5.44M 0.06% -9 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,613 shares; 2024Q4: 34,239 shares; 2025Q1: 34,949 shares; 2025Q2: 28,249 shares; 2025Q3: 27,918 shares; 2025Q4: 26,213 shares; 2026Q1: 25,804 shares 25,804 $5.38M 0.06% -409 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: 10,594 shares; 2024Q4: 11,162 shares; 2025Q1: 10,178 shares; 2025Q2: 11,016 shares; 2025Q3: 11,871 shares; 2025Q4: 12,446 shares; 2026Q1: 14,267 shares 14,267 $5.3M 0.06% +1,821 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: 104,356 shares; 2024Q4: 99,548 shares; 2025Q1: 129,648 shares; 2025Q2: 118,013 shares; 2025Q3: 120,531 shares; 2025Q4: 116,660 shares; 2026Q1: 104,364 shares 104,364 $5.24M 0.06% -12,296 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: 23,943 shares; 2024Q4: 23,943 shares; 2025Q1: 26,999 shares; 2025Q2: 25,822 shares; 2025Q3: 28,107 shares; 2025Q4: 24,071 shares; 2026Q1: 24,346 shares 24,346 $5.24M 0.06% +275 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,776 shares; 2025Q2: 126,159 shares; 2025Q3: 124,749 shares; 2025Q4: 122,700 shares; 2026Q1: 122,698 shares 122,698 $5.21M 0.06% -2 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: 31,502 shares; 2024Q4: 34,461 shares; 2025Q1: 35,964 shares; 2025Q2: 35,876 shares; 2025Q3: 38,510 shares; 2025Q4: 37,940 shares; 2026Q1: 39,400 shares 39,400 $5.07M 0.06% +1,460 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: 7,784 shares; 2024Q4: 8,023 shares; 2025Q1: 7,910 shares; 2025Q2: 8,779 shares; 2025Q3: 8,762 shares; 2025Q4: 8,931 shares; 2026Q1: 9,137 shares 9,137 $5.02M 0.06% +206 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,957 shares; 2024Q4: 22,951 shares; 2025Q1: 22,985 shares; 2025Q2: 22,981 shares; 2025Q3: 23,633 shares; 2025Q4: 23,665 shares; 2026Q1: 23,622 shares 23,622 $4.91M 0.06% -43 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: 49,001 shares; 2024Q4: 49,713 shares; 2025Q1: 50,240 shares; 2025Q2: 50,646 shares; 2025Q3: 50,942 shares; 2025Q4: 49,369 shares; 2026Q1: 54,765 shares 54,765 $4.91M 0.06% +5,396 Timeline HEFA 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: 112,698 shares; 2025Q1: 112,698 shares; 2025Q2: 112,698 shares; 2025Q3: 112,698 shares; 2025Q4: 112,698 shares; 2026Q1: 112,698 shares 112,698 $4.79M 0.06% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,481 shares; 2024Q4: 114,241 shares; 2025Q1: 66,563 shares; 2025Q2: 66,503 shares; 2025Q3: 65,576 shares; 2025Q4: 63,974 shares; 2026Q1: 63,156 shares 63,156 $4.74M 0.06% -818 Timeline IEUR 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: 83,472 shares; 2024Q4: 81,739 shares; 2025Q1: 80,739 shares; 2025Q2: 75,522 shares; 2025Q3: 71,416 shares; 2025Q4: 69,755 shares; 2026Q1: 66,935 shares 66,935 $4.7M 0.06% -2,820 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: 9,890 shares; 2024Q4: 10,568 shares; 2025Q1: 10,845 shares; 2025Q2: 11,311 shares; 2025Q3: 11,404 shares; 2025Q4: 11,420 shares; 2026Q1: 11,270 shares 11,270 $4.7M 0.06% -150 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,496 shares; 2024Q4: 72,734 shares; 2025Q1: 71,672 shares; 2025Q2: 70,777 shares; 2025Q3: 69,619 shares; 2025Q4: 69,504 shares; 2026Q1: 67,927 shares 67,927 $4.65M 0.05% -1,577 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: 27,656 shares; 2024Q4: 28,757 shares; 2025Q1: 28,883 shares; 2025Q2: 22,064 shares; 2025Q3: 21,921 shares; 2025Q4: 21,438 shares; 2026Q1: 21,398 shares 21,398 $4.64M 0.05% -40 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,328 shares; 2024Q4: 107,106 shares; 2025Q1: 100,982 shares; 2025Q2: 95,426 shares; 2025Q3: 94,334 shares; 2025Q4: 92,523 shares; 2026Q1: 92,523 shares 92,523 $4.62M 0.05% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,377 shares; 2024Q4: 7,447 shares; 2025Q1: 21,619 shares; 2025Q2: 22,118 shares; 2025Q3: 21,762 shares; 2025Q4: 19,253 shares; 2026Q1: 13,549 shares 13,549 $4.58M 0.05% -5,704 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: 4,157 shares; 2024Q4: 4,428 shares; 2025Q1: 3,639 shares; 2025Q2: 8,266 shares; 2025Q3: 8,555 shares; 2025Q4: 10,838 shares; 2026Q1: 13,413 shares 13,413 $4.53M 0.05% +2,575 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: 12,394 shares; 2024Q4: 14,423 shares; 2025Q1: 22,658 shares; 2025Q2: 22,555 shares; 2025Q3: 22,661 shares; 2025Q4: 20,494 shares; 2026Q1: 19,646 shares 19,646 $4.51M 0.05% -848 Timeline XBI 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: 44,478 shares; 2024Q4: 43,931 shares; 2025Q1: 41,232 shares; 2025Q2: 36,683 shares; 2025Q3: 35,754 shares; 2025Q4: 35,107 shares; 2026Q1: 34,902 shares 34,902 $4.46M 0.05% -205 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: 5,557 shares; 2024Q4: 5,579 shares; 2025Q1: 6,644 shares; 2025Q2: 7,340 shares; 2025Q3: 7,536 shares; 2025Q4: 36,200 shares; 2026Q1: 42,183 shares 42,183 $4.41M 0.05% +5,983 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: 9,630 shares; 2024Q4: 7,593 shares; 2025Q1: 12,724 shares; 2025Q2: 11,995 shares; 2025Q3: 12,057 shares; 2025Q4: 12,067 shares; 2026Q1: 12,044 shares 12,044 $4.32M 0.05% -23 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: 37,742 shares; 2024Q4: 37,999 shares; 2025Q1: 37,929 shares; 2025Q2: 40,310 shares; 2025Q3: 40,225 shares; 2025Q4: 39,778 shares; 2026Q1: 38,476 shares 38,476 $4.29M 0.05% -1,302 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: 37,697 shares; 2024Q4: 37,697 shares; 2025Q1: 38,750 shares; 2025Q2: 38,817 shares; 2025Q3: 37,496 shares; 2025Q4: 37,545 shares; 2026Q1: 38,313 shares 38,313 $4.2M 0.05% +768 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: 19,946 shares; 2024Q4: 20,042 shares; 2025Q1: 18,051 shares; 2025Q2: 17,463 shares; 2025Q3: 17,419 shares; 2025Q4: 15,993 shares; 2026Q1: 15,755 shares 15,755 $4.2M 0.05% -238 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: 12,484 shares; 2024Q4: 12,471 shares; 2025Q1: 12,485 shares; 2025Q2: 12,490 shares; 2025Q3: 13,951 shares; 2025Q4: 14,696 shares; 2026Q1: 14,631 shares 14,631 $4.2M 0.05% -65 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: 7,484 shares; 2024Q4: 7,538 shares; 2025Q1: 7,570 shares; 2025Q2: 7,860 shares; 2025Q3: 10,960 shares; 2025Q4: 10,027 shares; 2026Q1: 9,670 shares 9,670 $4.18M 0.05% -357 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,927 shares; 2024Q4: 56,548 shares; 2025Q1: 58,322 shares; 2025Q2: 55,315 shares; 2025Q3: 56,188 shares; 2025Q4: 55,178 shares; 2026Q1: 64,429 shares 64,429 $4.16M 0.05% +9,251 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: 212,600 shares; 2024Q4: 212,600 shares; 2025Q1: 212,600 shares; 2025Q2: 175,865 shares; 2025Q3: 175,865 shares; 2025Q4: 175,865 shares; 2026Q1: 170,030 shares 170,030 $4.15M 0.05% -5,835 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: 49,159 shares; 2024Q4: 48,666 shares; 2025Q1: 46,139 shares; 2025Q2: 45,071 shares; 2025Q3: 45,371 shares; 2025Q4: 44,726 shares; 2026Q1: 44,448 shares 44,448 $4.12M 0.05% -278 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: 35,375 shares; 2024Q4: 32,465 shares; 2025Q1: 51,297 shares; 2025Q2: 48,309 shares; 2025Q3: 33,465 shares; 2025Q4: 37,104 shares; 2026Q1: 47,522 shares 47,522 $4.12M 0.05% +10,418 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: 4,730 shares; 2024Q4: 5,462 shares; 2025Q1: 36,370 shares; 2025Q2: 43,094 shares; 2025Q3: 45,187 shares; 2025Q4: 49,481 shares; 2026Q1: 57,218 shares 57,218 $4.12M 0.05% +7,737 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 42,257 shares; 2026Q1: 51,060 shares 51,060 $4.09M 0.05% +8,803 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: 66,299 shares; 2024Q4: 66,495 shares; 2025Q1: 58,982 shares; 2025Q2: 53,687 shares; 2025Q3: 60,187 shares; 2025Q4: 58,765 shares; 2026Q1: 56,901 shares 56,901 $4.06M 0.05% -1,864 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: 3,975 shares; 2024Q4: 3,941 shares; 2025Q1: 3,936 shares; 2025Q2: 3,752 shares; 2025Q3: 3,720 shares; 2025Q4: 3,707 shares; 2026Q1: 3,702 shares 3,702 $4.04M 0.05% -5 Timeline CGW 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: 77,733 shares; 2024Q4: 77,600 shares; 2025Q1: 77,499 shares; 2025Q2: 72,390 shares; 2025Q3: 71,234 shares; 2025Q4: 70,373 shares; 2026Q1: 62,705 shares 62,705 $4.01M 0.05% -7,668 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,656 shares; 2024Q4: 9,364 shares; 2025Q1: 12,314 shares; 2025Q2: 12,027 shares; 2025Q3: 13,111 shares; 2025Q4: 13,007 shares; 2026Q1: 10,601 shares 10,601 $3.86M 0.05% -2,406 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: 20,594 shares; 2024Q4: 19,616 shares; 2025Q1: 33,477 shares; 2025Q2: 32,161 shares; 2025Q3: 31,695 shares; 2025Q4: 30,515 shares; 2026Q1: 31,960 shares 31,960 $3.82M 0.05% +1,445 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: 83,900 shares; 2024Q4: 78,956 shares; 2025Q1: 78,379 shares; 2025Q2: 78,834 shares; 2025Q3: 78,834 shares; 2025Q4: 80,102 shares; 2026Q1: 77,336 shares 77,336 $3.82M 0.05% -2,766 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: 8,885 shares; 2024Q4: 8,051 shares; 2025Q1: 8,101 shares; 2025Q2: 8,336 shares; 2025Q3: 8,065 shares; 2025Q4: 7,298 shares; 2026Q1: 6,750 shares 6,750 $3.79M 0.04% -548 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,642 shares; 2024Q4: 15,067 shares; 2025Q1: 50,020 shares; 2025Q2: 48,494 shares; 2025Q3: 48,963 shares; 2025Q4: 48,963 shares; 2026Q1: 45,078 shares 45,078 $3.77M 0.04% -3,885 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: 11,417 shares; 2024Q4: 11,889 shares; 2025Q1: 11,897 shares; 2025Q2: 12,406 shares; 2025Q3: 11,796 shares; 2025Q4: 11,380 shares; 2026Q1: 10,432 shares 10,432 $3.69M 0.04% -948 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: 82,720 shares; 2024Q4: 55,520 shares; 2025Q1: 49,900 shares; 2025Q2: 95,651 shares; 2025Q3: 95,651 shares; 2025Q4: 110,378 shares; 2026Q1: 103,625 shares 103,625 $3.67M 0.04% -6,753 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: 10,624 shares; 2024Q4: 10,624 shares; 2025Q1: 10,696 shares; 2025Q2: 10,712 shares; 2025Q3: 10,745 shares; 2025Q4: 8,488 shares; 2026Q1: 8,354 shares 8,354 $3.64M 0.04% -134 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: 32,197 shares; 2024Q4: 31,652 shares; 2025Q1: 31,921 shares; 2025Q2: 32,293 shares; 2025Q3: 35,314 shares; 2025Q4: 32,984 shares; 2026Q1: 26,621 shares 26,621 $3.62M 0.04% -6,363 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: 45,907 shares; 2024Q4: 47,611 shares; 2025Q1: 48,729 shares; 2025Q2: 49,354 shares; 2025Q3: 46,507 shares; 2025Q4: 46,071 shares; 2026Q1: 45,147 shares 45,147 $3.59M 0.04% -924 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: 14,098 shares; 2024Q4: 14,677 shares; 2025Q1: 13,791 shares; 2025Q2: 14,462 shares; 2025Q3: 13,984 shares; 2025Q4: 26,128 shares; 2026Q1: 26,647 shares 26,647 $3.54M 0.04% +519 Timeline SUSB 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: 134,453 shares; 2024Q4: 122,016 shares; 2025Q1: 118,083 shares; 2025Q2: 111,973 shares; 2025Q3: 112,591 shares; 2025Q4: 131,863 shares; 2026Q1: 140,921 shares 140,921 $3.53M 0.04% +9,058 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: 27,797 shares; 2024Q4: 27,278 shares; 2025Q1: 26,874 shares; 2025Q2: 26,037 shares; 2025Q3: 25,248 shares; 2025Q4: 25,105 shares; 2026Q1: 24,523 shares 24,523 $3.51M 0.04% -582 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: 11,246 shares; 2024Q4: 12,837 shares; 2025Q1: 12,930 shares; 2025Q2: 12,905 shares; 2025Q3: 12,995 shares; 2025Q4: 12,182 shares; 2026Q1: 12,192 shares 12,192 $3.46M 0.04% +10 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,528 shares; 2024Q4: 8,019 shares; 2025Q1: 7,248 shares; 2025Q2: 7,281 shares; 2025Q3: 7,001 shares; 2025Q4: 7,002 shares; 2026Q1: 6,583 shares 6,583 $3.44M 0.04% -419 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: 11,295 shares; 2024Q4: 14,923 shares; 2025Q1: 33,185 shares; 2025Q2: 30,485 shares; 2025Q3: 29,965 shares; 2025Q4: 30,020 shares; 2026Q1: 30,175 shares 30,175 $3.42M 0.04% +155 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,844 shares; 2024Q4: 68,558 shares; 2025Q1: 65,282 shares; 2025Q2: 63,786 shares; 2025Q3: 59,947 shares; 2025Q4: 58,276 shares; 2026Q1: 55,241 shares 55,241 $3.42M 0.04% -3,035 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: 7,794 shares; 2024Q4: 7,960 shares; 2025Q1: 8,122 shares; 2025Q2: 8,267 shares; 2025Q3: 8,419 shares; 2025Q4: 8,263 shares; 2026Q1: 8,690 shares 8,690 $3.39M 0.04% +427 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: 6,091 shares; 2024Q4: 6,054 shares; 2025Q1: 6,230 shares; 2025Q2: 6,137 shares; 2025Q3: 6,137 shares; 2025Q4: 5,911 shares; 2026Q1: 5,480 shares 5,480 $3.38M 0.04% -431 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: 18,279 shares; 2024Q4: 22,254 shares; 2025Q1: 23,912 shares; 2025Q2: 25,530 shares; 2025Q3: 25,627 shares; 2025Q4: 21,252 shares; 2026Q1: 21,303 shares 21,303 $3.35M 0.04% +51 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,679 shares; 2024Q4: 197,566 shares; 2025Q1: 167,195 shares; 2025Q2: 142,887 shares; 2025Q3: 123,315 shares; 2025Q4: 104,475 shares; 2026Q1: 89,955 shares 89,955 $3.31M 0.04% -14,520 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: 11,358 shares; 2024Q4: 10,940 shares; 2025Q1: 11,289 shares; 2025Q2: 10,025 shares; 2025Q3: 10,039 shares; 2025Q4: 9,923 shares; 2026Q1: 9,924 shares 9,924 $3.25M 0.04% +1 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,175 shares; 2024Q4: 76,493 shares; 2025Q1: 71,707 shares; 2025Q2: 69,703 shares; 2025Q3: 67,349 shares; 2025Q4: 66,709 shares; 2026Q1: 52,261 shares 52,261 $3.21M 0.04% -14,448 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: 5,508 shares; 2024Q4: 5,166 shares; 2025Q1: 5,166 shares; 2025Q2: 5,157 shares; 2025Q3: 5,941 shares; 2025Q4: 5,623 shares; 2026Q1: 5,555 shares 5,555 $3.21M 0.04% -68 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: 11,750 shares; 2024Q4: 11,748 shares; 2025Q1: 13,214 shares; 2025Q2: 13,393 shares; 2025Q3: 13,391 shares; 2025Q4: 11,290 shares; 2026Q1: 11,315 shares 11,315 $3.18M 0.04% +25 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: 76,491 shares; 2024Q4: 84,054 shares; 2025Q1: 84,200 shares; 2025Q2: 73,057 shares; 2025Q3: 66,932 shares; 2025Q4: 60,475 shares; 2026Q1: 61,127 shares 61,127 $3.18M 0.04% +652 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,246 shares; 2024Q4: 89,246 shares; 2025Q1: 89,246 shares; 2025Q2: 89,246 shares; 2025Q3: 81,670 shares; 2025Q4: 81,670 shares; 2026Q1: 81,670 shares 81,670 $3.17M 0.04% 0 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: 27,690 shares; 2024Q4: 23,763 shares; 2025Q1: 18,914 shares; 2025Q2: 18,805 shares; 2025Q3: 17,753 shares; 2025Q4: 15,843 shares; 2026Q1: 12,977 shares 12,977 $3.15M 0.04% -2,866 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: 14,588 shares; 2024Q4: 16,438 shares; 2025Q1: 15,171 shares; 2025Q2: 15,778 shares; 2025Q3: 15,970 shares; 2025Q4: 15,442 shares; 2026Q1: 15,145 shares 15,145 $3.14M 0.04% -297 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: 56,192 shares; 2024Q4: 55,230 shares; 2025Q1: 44,881 shares; 2025Q2: 39,117 shares; 2025Q3: 34,389 shares; 2025Q4: 25,557 shares; 2026Q1: 25,457 shares 25,457 $3.01M 0.04% -100 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 17,728 shares; 2025Q3: 53,183 shares; 2025Q4: 129,999 shares; 2026Q1: 242,271 shares 242,271 $3M 0.04% +112,272 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,930 shares; 2024Q4: 21,155 shares; 2025Q1: 27,163 shares; 2025Q2: 26,663 shares; 2025Q3: 26,760 shares; 2025Q4: 26,805 shares; 2026Q1: 29,655 shares 29,655 $2.98M 0.04% +2,850 Timeline VOX 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: 19,432 shares; 2024Q4: 19,244 shares; 2025Q1: 19,062 shares; 2025Q2: 19,012 shares; 2025Q3: 18,475 shares; 2025Q4: 16,575 shares; 2026Q1: 16,506 shares 16,506 $2.97M 0.04% -69 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,564 shares; 2024Q4: 18,564 shares; 2025Q1: 35,037 shares; 2025Q2: 36,003 shares; 2025Q3: 34,303 shares; 2025Q4: 33,353 shares; 2026Q1: 32,128 shares 32,128 $2.95M 0.03% -1,225 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: 40,147 shares; 2024Q4: 40,817 shares; 2025Q1: 31,574 shares; 2025Q2: 24,594 shares; 2025Q3: 23,385 shares; 2025Q4: 22,113 shares; 2026Q1: 22,475 shares 22,475 $2.95M 0.03% +362 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: 6,797 shares; 2024Q4: 6,510 shares; 2025Q1: 7,605 shares; 2025Q2: 7,602 shares; 2025Q3: 7,763 shares; 2025Q4: 6,464 shares; 2026Q1: 8,600 shares 8,600 $2.94M 0.03% +2,136 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,744 shares; 2024Q4: 100,612 shares; 2025Q1: 90,729 shares; 2025Q2: 69,746 shares; 2025Q3: 67,245 shares; 2025Q4: 64,470 shares; 2026Q1: 55,421 shares 55,421 $2.93M 0.03% -9,049 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: 5,618 shares; 2024Q4: 11,244 shares; 2025Q1: 26,893 shares; 2025Q2: 25,598 shares; 2025Q3: 25,597 shares; 2025Q4: 25,514 shares; 2026Q1: 25,546 shares 25,546 $2.87M 0.03% +32 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: 2,986 shares; 2024Q4: 2,352 shares; 2025Q1: 11,686 shares; 2025Q2: 10,665 shares; 2025Q3: 10,010 shares; 2025Q4: 9,192 shares; 2026Q1: 8,191 shares 8,191 $2.83M 0.03% -1,001 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: 23,784 shares; 2024Q4: 19,841 shares; 2025Q1: 19,861 shares; 2025Q2: 24,619 shares; 2025Q3: 26,474 shares; 2025Q4: 25,540 shares; 2026Q1: 26,301 shares 26,301 $2.8M 0.03% +761 Timeline PYLD 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: not reported; 2025Q2: not reported; 2025Q3: 54,766 shares; 2025Q4: 54,442 shares; 2026Q1: 106,662 shares 106,662 $2.79M 0.03% +52,220 Timeline ESGV 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: 30,746 shares; 2024Q4: 30,746 shares; 2025Q1: 30,708 shares; 2025Q2: 25,830 shares; 2025Q3: 25,557 shares; 2025Q4: 24,945 shares; 2026Q1: 24,882 shares 24,882 $2.79M 0.03% -63 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: 91,380 shares; 2024Q4: 92,269 shares; 2025Q1: 90,000 shares; 2025Q2: 92,513 shares; 2025Q3: 97,187 shares; 2025Q4: 93,904 shares; 2026Q1: 96,227 shares 96,227 $2.79M 0.03% +2,323 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: 2,542 shares; 2024Q4: 2,264 shares; 2025Q1: 2,097 shares; 2025Q2: 2,716 shares; 2025Q3: 2,731 shares; 2025Q4: 2,332 shares; 2026Q1: 2,099 shares 2,099 $2.77M 0.03% -233 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,410 shares; 2024Q4: 10,334 shares; 2025Q1: 28,919 shares; 2025Q2: 29,113 shares; 2025Q3: 29,088 shares; 2025Q4: 28,755 shares; 2026Q1: 28,474 shares 28,474 $2.75M 0.03% -281 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: 10,160 shares; 2024Q4: 10,212 shares; 2025Q1: 9,564 shares; 2025Q2: 9,335 shares; 2025Q3: 9,254 shares; 2025Q4: 9,275 shares; 2026Q1: 9,562 shares 9,562 $2.75M 0.03% +287 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: 44,086 shares; 2024Q4: 42,977 shares; 2025Q1: 36,991 shares; 2025Q2: 31,949 shares; 2025Q3: 29,817 shares; 2025Q4: 23,801 shares; 2026Q1: 20,515 shares 20,515 $2.71M 0.03% -3,286 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: 12,110 shares; 2024Q4: 63,596 shares; 2025Q1: 60,098 shares; 2025Q2: 61,795 shares; 2025Q3: 63,173 shares; 2025Q4: 61,091 shares; 2026Q1: 59,685 shares 59,685 $2.7M 0.03% -1,406 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: 20,443 shares; 2024Q4: 20,868 shares; 2025Q1: 27,018 shares; 2025Q2: 28,093 shares; 2025Q3: 25,842 shares; 2025Q4: 24,480 shares; 2026Q1: 24,642 shares 24,642 $2.68M 0.03% +162 Timeline VGIT 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: 19,453 shares; 2024Q4: 22,578 shares; 2025Q1: 20,785 shares; 2025Q2: 26,688 shares; 2025Q3: 33,494 shares; 2025Q4: 39,174 shares; 2026Q1: 44,629 shares 44,629 $2.66M 0.03% +5,455 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,734 shares; 2024Q4: 20,734 shares; 2025Q1: 23,211 shares; 2025Q2: 23,111 shares; 2025Q3: 22,925 shares; 2025Q4: 22,925 shares; 2026Q1: 22,925 shares 22,925 $2.62M 0.03% 0 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,073 shares; 2024Q4: 63,073 shares; 2025Q1: 63,303 shares; 2025Q2: 63,303 shares; 2025Q3: 63,303 shares; 2025Q4: 63,261 shares; 2026Q1: 63,261 shares 63,261 $2.6M 0.03% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,309 shares; 2024Q4: 23,730 shares; 2025Q1: 28,704 shares; 2025Q2: 26,824 shares; 2025Q3: 24,410 shares; 2025Q4: 17,266 shares; 2026Q1: 16,367 shares 16,367 $2.57M 0.03% -899 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: 4,078 shares; 2024Q4: 7,366 shares; 2025Q1: 6,864 shares; 2025Q2: 6,553 shares; 2025Q3: 6,660 shares; 2025Q4: 24,468 shares; 2026Q1: 27,739 shares 27,739 $2.57M 0.03% +3,271 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: 36,300 shares; 2024Q4: 32,276 shares; 2025Q1: 40,297 shares; 2025Q2: 39,114 shares; 2025Q3: 42,934 shares; 2025Q4: 43,240 shares; 2026Q1: 43,339 shares 43,339 $2.55M 0.03% +99 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: 9,073 shares; 2024Q4: 9,585 shares; 2025Q1: 9,033 shares; 2025Q2: 12,053 shares; 2025Q3: 12,064 shares; 2025Q4: 12,008 shares; 2026Q1: 12,862 shares 12,862 $2.52M 0.03% +854 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: 35,587 shares; 2024Q4: 35,953 shares; 2025Q1: 40,553 shares; 2025Q2: 45,017 shares; 2025Q3: 45,391 shares; 2025Q4: 67,916 shares; 2026Q1: 62,173 shares 62,173 $2.52M 0.03% -5,743 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,639 shares; 2024Q4: 21,568 shares; 2025Q1: 26,309 shares; 2025Q2: 22,710 shares; 2025Q3: 24,221 shares; 2025Q4: 28,361 shares; 2026Q1: 24,326 shares 24,326 $2.5M 0.03% -4,035 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: 8,014 shares; 2024Q4: 5,998 shares; 2025Q1: 10,754 shares; 2025Q2: 10,232 shares; 2025Q3: 12,007 shares; 2025Q4: 10,861 shares; 2026Q1: 12,231 shares 12,231 $2.49M 0.03% +1,370 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: 20,467 shares; 2024Q4: 16,418 shares; 2025Q1: 16,422 shares; 2025Q2: 18,373 shares; 2025Q3: 18,604 shares; 2025Q4: 18,615 shares; 2026Q1: 18,913 shares 18,913 $2.48M 0.03% +298 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: 174,490 shares; 2024Q4: 168,771 shares; 2025Q1: 167,213 shares; 2025Q2: 144,772 shares; 2025Q3: 121,810 shares; 2025Q4: 90,142 shares; 2026Q1: 84,977 shares 84,977 $2.44M 0.03% -5,165 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,500 shares; 2024Q4: 44,500 shares; 2025Q1: 44,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,100 shares 117,100 $2.43M 0.03% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,080 shares; 2025Q2: 49,650 shares; 2025Q3: 48,680 shares; 2025Q4: 49,630 shares; 2026Q1: 48,830 shares 48,830 $2.42M 0.03% -800 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,046 shares; 2024Q4: 32,397 shares; 2025Q1: 46,427 shares; 2025Q2: 104,388 shares; 2025Q3: 116,238 shares; 2025Q4: 109,016 shares; 2026Q1: 101,046 shares 101,046 $2.41M 0.03% -7,970 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: 7,524 shares; 2024Q4: 4,856 shares; 2025Q1: 4,658 shares; 2025Q2: 4,876 shares; 2025Q3: 5,198 shares; 2025Q4: 5,678 shares; 2026Q1: 5,926 shares 5,926 $2.35M 0.03% +248 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: 8,586 shares; 2024Q4: 9,126 shares; 2025Q1: 9,726 shares; 2025Q2: 10,731 shares; 2025Q3: 11,775 shares; 2025Q4: 12,264 shares; 2026Q1: 10,969 shares 10,969 $2.3M 0.03% -1,295 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: 3,633 shares; 2024Q4: 3,634 shares; 2025Q1: 3,614 shares; 2025Q2: 3,309 shares; 2025Q3: 2,766 shares; 2025Q4: 2,700 shares; 2026Q1: 2,662 shares 2,662 $2.3M 0.03% -38 Timeline JMSI 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: 23,348 shares; 2024Q4: 33,382 shares; 2025Q1: 32,845 shares; 2025Q2: 31,661 shares; 2025Q3: 33,729 shares; 2025Q4: 37,971 shares; 2026Q1: 45,094 shares 45,094 $2.24M 0.03% +7,123 Timeline VGSH 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: 55,811 shares; 2024Q4: 39,762 shares; 2025Q1: 39,118 shares; 2025Q2: 40,735 shares; 2025Q3: 35,544 shares; 2025Q4: 36,484 shares; 2026Q1: 38,213 shares 38,213 $2.24M 0.03% +1,729 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: 43,929 shares; 2024Q4: 44,957 shares; 2025Q1: 36,475 shares; 2025Q2: 37,057 shares; 2025Q3: 19,943 shares; 2025Q4: 34,372 shares; 2026Q1: 36,006 shares 36,006 $2.21M 0.03% +1,634 Timeline VPU 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: 12,685 shares; 2024Q4: 11,644 shares; 2025Q1: 11,529 shares; 2025Q2: 11,469 shares; 2025Q3: 11,538 shares; 2025Q4: 11,538 shares; 2026Q1: 11,084 shares 11,084 $2.2M 0.03% -454 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: 39,548 shares; 2024Q4: 40,267 shares; 2025Q1: 38,385 shares; 2025Q2: 33,057 shares; 2025Q3: 31,138 shares; 2025Q4: 30,582 shares; 2026Q1: 28,057 shares 28,057 $2.16M 0.03% -2,525 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,786 shares; 2024Q4: 29,038 shares; 2025Q1: 30,185 shares; 2025Q2: 32,894 shares; 2025Q3: 31,354 shares; 2025Q4: 30,439 shares; 2026Q1: 27,025 shares 27,025 $2.14M 0.03% -3,414 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,458 shares; 2024Q4: 4,461 shares; 2025Q1: 9,355 shares; 2025Q2: 8,635 shares; 2025Q3: 8,657 shares; 2025Q4: 8,643 shares; 2026Q1: 9,115 shares 9,115 $2.13M 0.03% +472 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,004 shares; 2026Q1: 12,003 shares 12,003 $2.12M 0.03% -1 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: 22,718 shares; 2024Q4: 21,885 shares; 2025Q1: 22,021 shares; 2025Q2: 21,331 shares; 2025Q3: 21,331 shares; 2025Q4: 22,225 shares; 2026Q1: 21,809 shares 21,809 $2.12M 0.03% -416 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: 44,502 shares; 2024Q4: 103,983 shares; 2025Q1: 105,262 shares; 2025Q2: 102,811 shares; 2025Q3: 101,636 shares; 2025Q4: 91,811 shares; 2026Q1: 84,797 shares 84,797 $2.1M 0.02% -7,014 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: 21,722 shares; 2024Q4: 21,722 shares; 2025Q1: 21,574 shares; 2025Q2: 22,574 shares; 2025Q3: 21,323 shares; 2025Q4: 21,238 shares; 2026Q1: 20,316 shares 20,316 $2.08M 0.02% -922 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: 7,285 shares; 2024Q4: 7,323 shares; 2025Q1: 6,474 shares; 2025Q2: 6,999 shares; 2025Q3: 6,997 shares; 2025Q4: 6,447 shares; 2026Q1: 6,756 shares 6,756 $2.05M 0.02% +309 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: 5,978 shares; 2024Q4: 6,045 shares; 2025Q1: 5,992 shares; 2025Q2: 6,657 shares; 2025Q3: 6,431 shares; 2025Q4: 6,366 shares; 2026Q1: 6,397 shares 6,397 $2.05M 0.02% +31 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: 21,305 shares; 2024Q4: 21,305 shares; 2025Q1: 21,305 shares; 2025Q2: 20,476 shares; 2025Q3: 20,174 shares; 2025Q4: 19,952 shares; 2026Q1: 18,478 shares 18,478 $2.03M 0.02% -1,474 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,982 shares; 2025Q2: 63,085 shares; 2025Q3: 57,085 shares; 2025Q4: 57,284 shares; 2026Q1: 85,284 shares 85,284 $2.02M 0.02% +28,000 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: 74,829 shares; 2024Q4: 73,424 shares; 2025Q1: 53,758 shares; 2025Q2: 44,174 shares; 2025Q3: 44,671 shares; 2025Q4: 43,123 shares; 2026Q1: 45,703 shares 45,703 $2.02M 0.02% +2,580 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,509 shares; 2025Q3: 65,804 shares; 2025Q4: 62,484 shares; 2026Q1: 49,027 shares 49,027 $2M 0.02% -13,457 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,138 shares; 2025Q4: 33,004 shares; 2026Q1: 38,425 shares 38,425 $2M 0.02% +5,421 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: 523 shares; 2024Q4: 582 shares; 2025Q1: 606 shares; 2025Q2: 595 shares; 2025Q3: 582 shares; 2025Q4: 587 shares; 2026Q1: 588 shares 588 $1.99M 0.02% +1 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: 14,005 shares; 2024Q4: 13,712 shares; 2025Q1: 13,858 shares; 2025Q2: 14,326 shares; 2025Q3: 14,408 shares; 2025Q4: 14,453 shares; 2026Q1: 14,467 shares 14,467 $1.96M 0.02% +14 Timeline GAP GAP INC More: the full row for GAP 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: 80,229 shares; 2025Q4: 80,268 shares; 2026Q1: 80,879 shares 80,879 $1.96M 0.02% +611 Timeline SUSC 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: 19,519 shares; 2024Q4: 47,722 shares; 2025Q1: 63,272 shares; 2025Q2: 64,189 shares; 2025Q3: 64,723 shares; 2025Q4: 78,755 shares; 2026Q1: 83,847 shares 83,847 $1.94M 0.02% +5,092 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,658 shares; 2024Q4: 8,658 shares; 2025Q1: 8,371 shares; 2025Q2: 8,371 shares; 2025Q3: 8,446 shares; 2025Q4: 9,621 shares; 2026Q1: 9,622 shares 9,622 $1.94M 0.02% +1 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: 13,424 shares; 2024Q4: 12,647 shares; 2025Q1: 12,797 shares; 2025Q2: 13,598 shares; 2025Q3: 13,632 shares; 2025Q4: 13,757 shares; 2026Q1: 13,843 shares 13,843 $1.93M 0.02% +86 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: 37,630 shares; 2024Q4: 37,920 shares; 2025Q1: 38,184 shares; 2025Q2: 30,748 shares; 2025Q3: 30,823 shares; 2025Q4: 23,309 shares; 2026Q1: 23,309 shares 23,309 $1.92M 0.02% 0 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: 13,012 shares; 2024Q4: 13,382 shares; 2025Q1: 13,012 shares; 2025Q2: 13,105 shares; 2025Q3: 15,316 shares; 2025Q4: 15,068 shares; 2026Q1: 16,510 shares 16,510 $1.91M 0.02% +1,442 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: 28,189 shares; 2025Q2: 27,756 shares; 2025Q3: 26,948 shares; 2025Q4: 27,920 shares; 2026Q1: 28,373 shares 28,373 $1.89M 0.02% +453 Timeline FIW 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: 20,885 shares; 2024Q4: 20,298 shares; 2025Q1: 19,922 shares; 2025Q2: 18,682 shares; 2025Q3: 18,536 shares; 2025Q4: 18,536 shares; 2026Q1: 18,229 shares 18,229 $1.88M 0.02% -307 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: 3,032 shares; 2024Q4: 3,661 shares; 2025Q1: 3,575 shares; 2025Q2: 3,965 shares; 2025Q3: 4,045 shares; 2025Q4: 3,743 shares; 2026Q1: 3,459 shares 3,459 $1.86M 0.02% -284 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: 45,944 shares; 2024Q4: 49,902 shares; 2025Q1: 49,713 shares; 2025Q2: 49,253 shares; 2025Q3: 46,063 shares; 2025Q4: 46,039 shares; 2026Q1: 45,347 shares 45,347 $1.86M 0.02% -692 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,115 shares; 2024Q4: 77,115 shares; 2025Q1: 77,150 shares; 2025Q2: 72,150 shares; 2025Q3: 72,150 shares; 2025Q4: 35,115 shares; 2026Q1: 35,115 shares 35,115 $1.85M 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,024 shares; 2024Q4: 9,024 shares; 2025Q1: 18,168 shares; 2025Q2: 16,153 shares; 2025Q3: 20,723 shares; 2025Q4: 20,506 shares; 2026Q1: 20,046 shares 20,046 $1.85M 0.02% -460 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,169 shares; 2024Q4: 14,009 shares; 2025Q1: 14,035 shares; 2025Q2: 14,000 shares; 2025Q3: 13,992 shares; 2025Q4: 14,009 shares; 2026Q1: 14,054 shares 14,054 $1.84M 0.02% +45 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: 43,316 shares; 2024Q4: 39,998 shares; 2025Q1: 39,222 shares; 2025Q2: 35,594 shares; 2025Q3: 24,432 shares; 2025Q4: 19,764 shares; 2026Q1: 18,536 shares 18,536 $1.84M 0.02% -1,228 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,670 shares; 2025Q2: 23,091 shares; 2025Q3: 32,343 shares; 2025Q4: 34,271 shares; 2026Q1: 30,515 shares 30,515 $1.83M 0.02% -3,756 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: 13,007 shares; 2024Q4: 12,987 shares; 2025Q1: 13,205 shares; 2025Q2: 11,830 shares; 2025Q3: 12,280 shares; 2025Q4: 11,847 shares; 2026Q1: 11,846 shares 11,846 $1.79M 0.02% -1 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,020 shares; 2025Q2: 18,260 shares; 2025Q3: 20,916 shares; 2025Q4: 20,916 shares; 2026Q1: 20,870 shares 20,870 $1.79M 0.02% -46 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,475 shares; 2024Q4: 4,475 shares; 2025Q1: 10,285 shares; 2025Q2: 9,263 shares; 2025Q3: 10,286 shares; 2025Q4: 10,128 shares; 2026Q1: 11,001 shares 11,001 $1.79M 0.02% +873 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: 2,720 shares; 2024Q4: 2,720 shares; 2025Q1: 12,035 shares; 2025Q2: 10,860 shares; 2025Q3: 10,511 shares; 2025Q4: 10,146 shares; 2026Q1: 8,722 shares 8,722 $1.77M 0.02% -1,424 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: 11,506 shares; 2024Q4: 10,903 shares; 2025Q1: 10,758 shares; 2025Q2: 10,705 shares; 2025Q3: 10,134 shares; 2025Q4: 9,647 shares; 2026Q1: 8,455 shares 8,455 $1.76M 0.02% -1,192 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: 2,918 shares; 2024Q4: 5,078 shares; 2025Q1: 5,162 shares; 2025Q2: 5,633 shares; 2025Q3: 6,070 shares; 2025Q4: 6,680 shares; 2026Q1: 6,255 shares 6,255 $1.75M 0.02% -425 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,095 shares; 2024Q4: 23,095 shares; 2025Q1: 23,095 shares; 2025Q2: 23,095 shares; 2025Q3: 23,095 shares; 2025Q4: 23,098 shares; 2026Q1: 17,898 shares 17,898 $1.74M 0.02% -5,200 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 1,500 shares; 2025Q1: 1,503 shares; 2025Q2: 1,208 shares; 2025Q3: 1,212 shares; 2025Q4: 3,618 shares; 2026Q1: 3,624 shares 3,624 $1.72M 0.02% +6 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 3,013 shares; 2025Q1: 14,231 shares; 2025Q2: 13,616 shares; 2025Q3: 14,057 shares; 2025Q4: 13,518 shares; 2026Q1: 13,558 shares 13,558 $1.71M 0.02% +40 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: 2,428 shares; 2024Q4: 2,456 shares; 2025Q1: 2,654 shares; 2025Q2: 2,933 shares; 2025Q3: 2,994 shares; 2025Q4: 3,180 shares; 2026Q1: 3,173 shares 3,173 $1.71M 0.02% -7 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,125 shares; 2024Q4: 241,319 shares; 2025Q1: 18,599 shares; 2025Q2: 18,599 shares; 2025Q3: 18,599 shares; 2025Q4: 18,599 shares; 2026Q1: 22,084 shares 22,084 $1.7M 0.02% +3,485 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,809 shares; 2024Q4: 11,984 shares; 2025Q1: 19,603 shares; 2025Q2: 20,172 shares; 2025Q3: 22,582 shares; 2025Q4: 19,094 shares; 2026Q1: 19,229 shares 19,229 $1.7M 0.02% +135 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: 8,578 shares; 2024Q4: 8,378 shares; 2025Q1: 8,756 shares; 2025Q2: 8,776 shares; 2025Q3: 8,196 shares; 2025Q4: 8,052 shares; 2026Q1: 7,826 shares 7,826 $1.67M 0.02% -226 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: 1,498 shares; 2024Q4: 1,812 shares; 2025Q1: 2,144 shares; 2025Q2: 2,548 shares; 2025Q3: 2,391 shares; 2025Q4: 2,387 shares; 2026Q1: 2,835 shares 2,835 $1.67M 0.02% +448 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: 6,616 shares; 2024Q4: 7,229 shares; 2025Q1: 10,029 shares; 2025Q2: 9,855 shares; 2025Q3: 9,896 shares; 2025Q4: 9,953 shares; 2026Q1: 9,751 shares 9,751 $1.65M 0.02% -202 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,325 shares; 2025Q2: 15,745 shares; 2025Q3: 15,922 shares; 2025Q4: 15,924 shares; 2026Q1: 16,292 shares 16,292 $1.63M 0.02% +368 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,963 shares; 2025Q4: 17,163 shares; 2026Q1: 16,113 shares 16,113 $1.62M 0.02% -1,050 Timeline GDXJ 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: 15,065 shares; 2024Q4: 10,065 shares; 2025Q1: 11,691 shares; 2025Q2: 13,510 shares; 2025Q3: 13,510 shares; 2025Q4: 13,510 shares; 2026Q1: 13,510 shares 13,510 $1.62M 0.02% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,289 shares; 2024Q4: 8,995 shares; 2025Q1: 9,259 shares; 2025Q2: 9,224 shares; 2025Q3: 9,225 shares; 2025Q4: 9,197 shares; 2026Q1: 9,208 shares 9,208 $1.62M 0.02% +11 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: 5,492 shares; 2025Q1: 5,980 shares; 2025Q2: 6,328 shares; 2025Q3: 6,385 shares; 2025Q4: 6,392 shares; 2026Q1: 7,018 shares 7,018 $1.62M 0.02% +626 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: 28,759 shares; 2024Q4: 28,759 shares; 2025Q1: 28,759 shares; 2025Q2: 28,759 shares; 2025Q3: 28,759 shares; 2025Q4: 28,580 shares; 2026Q1: 28,580 shares 28,580 $1.62M 0.02% 0 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,770 shares; 2024Q4: 6,386 shares; 2025Q1: 43,445 shares; 2025Q2: 13,511 shares; 2025Q3: 12,414 shares; 2025Q4: 11,229 shares; 2026Q1: 8,541 shares 8,541 $1.61M 0.02% -2,688 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: 5,899 shares; 2024Q4: 5,899 shares; 2025Q1: 28,192 shares; 2025Q2: 26,788 shares; 2025Q3: 25,780 shares; 2025Q4: 21,755 shares; 2026Q1: 22,241 shares 22,241 $1.61M 0.02% +486 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: 11,453 shares; 2024Q4: 12,014 shares; 2025Q1: 12,730 shares; 2025Q2: 8,599 shares; 2025Q3: 8,473 shares; 2025Q4: 8,411 shares; 2026Q1: 8,761 shares 8,761 $1.6M 0.02% +350 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: 14,947 shares; 2024Q4: 14,810 shares; 2025Q1: 14,750 shares; 2025Q2: 14,462 shares; 2025Q3: 13,810 shares; 2025Q4: 13,108 shares; 2026Q1: 13,108 shares 13,108 $1.58M 0.02% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,888 shares; 2025Q1: 4,100 shares; 2025Q2: 5,147 shares; 2025Q3: 5,722 shares; 2025Q4: 4,781 shares; 2026Q1: 4,789 shares 4,789 $1.55M 0.02% +8 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: 1,491 shares; 2024Q4: 1,491 shares; 2025Q1: 2,445 shares; 2025Q2: 2,776 shares; 2025Q3: 2,684 shares; 2025Q4: 2,701 shares; 2026Q1: 3,463 shares 3,463 $1.51M 0.02% +762 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,120 shares; 2025Q2: 28,420 shares; 2025Q3: 19,139 shares; 2025Q4: 15,246 shares; 2026Q1: 13,926 shares 13,926 $1.51M 0.02% -1,320 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: 9,105 shares; 2024Q4: 10,136 shares; 2025Q1: 14,233 shares; 2025Q2: 14,703 shares; 2025Q3: 13,802 shares; 2025Q4: 10,948 shares; 2026Q1: 11,359 shares 11,359 $1.5M 0.02% +411 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: 15,982 shares; 2026Q1: 16,467 shares 16,467 $1.5M 0.02% +485 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: 6,156 shares; 2024Q4: 6,306 shares; 2025Q1: 6,306 shares; 2025Q2: 6,627 shares; 2025Q3: 6,661 shares; 2025Q4: 6,598 shares; 2026Q1: 6,586 shares 6,586 $1.48M 0.02% -12 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: 23,023 shares; 2024Q4: 25,117 shares; 2025Q1: 26,314 shares; 2025Q2: 27,504 shares; 2025Q3: 24,768 shares; 2025Q4: 21,936 shares; 2026Q1: 20,283 shares 20,283 $1.47M 0.02% -1,653 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: 6,179 shares; 2024Q4: 6,174 shares; 2025Q1: 6,175 shares; 2025Q2: 5,194 shares; 2025Q3: 5,015 shares; 2025Q4: 5,045 shares; 2026Q1: 4,924 shares 4,924 $1.46M 0.02% -121 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: 4,896 shares; 2024Q4: 4,958 shares; 2025Q1: 4,956 shares; 2025Q2: 5,357 shares; 2025Q3: 5,359 shares; 2025Q4: 5,363 shares; 2026Q1: 5,297 shares 5,297 $1.44M 0.02% -66 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: 26,755 shares; 2024Q4: 26,779 shares; 2025Q1: 26,030 shares; 2025Q2: 24,547 shares; 2025Q3: 32,856 shares; 2025Q4: 24,743 shares; 2026Q1: 30,931 shares 30,931 $1.44M 0.02% +6,188 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: 7,906 shares; 2024Q4: 7,508 shares; 2025Q1: 19,364 shares; 2025Q2: 18,788 shares; 2025Q3: 20,778 shares; 2025Q4: 22,245 shares; 2026Q1: 19,232 shares 19,232 $1.43M 0.02% -3,013 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: 9,810 shares; 2024Q4: 10,533 shares; 2025Q1: 10,148 shares; 2025Q2: 11,608 shares; 2025Q3: 11,608 shares; 2025Q4: 10,984 shares; 2026Q1: 11,155 shares 11,155 $1.43M 0.02% +171 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: 19,708 shares; 2024Q4: 18,377 shares; 2025Q1: 21,020 shares; 2025Q2: 12,666 shares; 2025Q3: 13,057 shares; 2025Q4: 11,553 shares; 2026Q1: 11,771 shares 11,771 $1.43M 0.02% +218 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: 3,174 shares; 2024Q4: 3,671 shares; 2025Q1: 3,507 shares; 2025Q2: 3,606 shares; 2025Q3: 3,228 shares; 2025Q4: 3,214 shares; 2026Q1: 3,192 shares 3,192 $1.42M 0.02% -22 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: 17,810 shares; 2024Q4: 16,810 shares; 2025Q1: 19,910 shares; 2025Q2: 18,759 shares; 2025Q3: 18,759 shares; 2025Q4: 20,759 shares; 2026Q1: 20,759 shares 20,759 $1.41M 0.02% 0 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: 3,176 shares; 2024Q4: 2,837 shares; 2025Q1: 7,500 shares; 2025Q2: 6,724 shares; 2025Q3: 6,785 shares; 2025Q4: 6,722 shares; 2026Q1: 6,372 shares 6,372 $1.41M 0.02% -350 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: 9,637 shares; 2024Q4: 9,255 shares; 2025Q1: 9,380 shares; 2025Q2: 9,458 shares; 2025Q3: 9,440 shares; 2025Q4: 9,092 shares; 2026Q1: 9,051 shares 9,051 $1.41M 0.02% -41 Timeline DFUV 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: 31,498 shares; 2024Q4: 30,680 shares; 2025Q1: 30,186 shares; 2025Q2: 29,786 shares; 2025Q3: 29,786 shares; 2025Q4: 28,865 shares; 2026Q1: 28,865 shares 28,865 $1.4M 0.02% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,939 shares; 2024Q4: 58,939 shares; 2025Q1: 58,939 shares; 2025Q2: 58,939 shares; 2025Q3: 58,939 shares; 2025Q4: 58,939 shares; 2026Q1: 58,939 shares 58,939 $1.4M 0.02% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,117 shares; 2024Q4: 10,592 shares; 2025Q1: 29,783 shares; 2025Q2: 29,109 shares; 2025Q3: 29,715 shares; 2025Q4: 30,016 shares; 2026Q1: 27,620 shares 27,620 $1.39M 0.02% -2,396 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,689 shares; 2025Q2: 19,055 shares; 2025Q3: 19,027 shares; 2025Q4: 18,843 shares; 2026Q1: 18,843 shares 18,843 $1.39M 0.02% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,774 shares; 2024Q4: 10,770 shares; 2025Q1: 11,085 shares; 2025Q2: 11,171 shares; 2025Q3: 11,289 shares; 2025Q4: 10,847 shares; 2026Q1: 9,812 shares 9,812 $1.37M 0.02% -1,035 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,360 shares 52,360 $1.37M 0.02% new 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: 11,080 shares; 2024Q4: 11,287 shares; 2025Q1: 11,176 shares; 2025Q2: 11,515 shares; 2025Q3: 11,788 shares; 2025Q4: 10,062 shares; 2026Q1: 10,422 shares 10,422 $1.36M 0.02% +360 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: 9,575 shares; 2024Q4: 9,575 shares; 2025Q1: 9,575 shares; 2025Q2: 9,797 shares; 2025Q3: 10,599 shares; 2025Q4: 10,599 shares; 2026Q1: 10,874 shares 10,874 $1.36M 0.02% +275 Timeline EDIV 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: 6,527 shares; 2024Q4: 6,527 shares; 2025Q1: 6,527 shares; 2025Q2: 40,933 shares; 2025Q3: 40,933 shares; 2025Q4: 34,406 shares; 2026Q1: 34,406 shares 34,406 $1.36M 0.02% 0 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: 23,595 shares; 2024Q4: 24,725 shares; 2025Q1: 35,075 shares; 2025Q2: 23,383 shares; 2025Q3: 15,973 shares; 2025Q4: 13,692 shares; 2026Q1: 11,810 shares 11,810 $1.36M 0.02% -1,882 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,195 shares; 2024Q4: 7,803 shares; 2025Q1: 9,564 shares; 2025Q2: 9,567 shares; 2025Q3: 10,210 shares; 2025Q4: 18,042 shares; 2026Q1: 17,981 shares 17,981 $1.35M 0.02% -61 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: 3,294 shares; 2024Q4: 3,443 shares; 2025Q1: 3,435 shares; 2025Q2: 3,535 shares; 2025Q3: 3,719 shares; 2025Q4: 3,725 shares; 2026Q1: 3,801 shares 3,801 $1.35M 0.02% +76 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: 12,883 shares; 2024Q4: 12,139 shares; 2025Q1: 12,473 shares; 2025Q2: 12,930 shares; 2025Q3: 11,903 shares; 2025Q4: 9,901 shares; 2026Q1: 7,800 shares 7,800 $1.35M 0.02% -2,101 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,188 shares; 2024Q4: 22,888 shares; 2025Q1: 22,318 shares; 2025Q2: 22,414 shares; 2025Q3: 20,945 shares; 2025Q4: 20,548 shares; 2026Q1: 20,444 shares 20,444 $1.35M 0.02% -104 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 6,873 shares; 2025Q1: 33,988 shares; 2025Q2: 31,816 shares; 2025Q3: 36,150 shares; 2025Q4: 35,914 shares; 2026Q1: 24,865 shares 24,865 $1.35M 0.02% -11,049 Timeline ACWI 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: 10,198 shares; 2024Q4: 10,290 shares; 2025Q1: 8,817 shares; 2025Q2: 8,821 shares; 2025Q3: 8,866 shares; 2025Q4: 9,886 shares; 2026Q1: 9,698 shares 9,698 $1.34M 0.02% -188 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: 3,341 shares; 2024Q4: 6,141 shares; 2025Q1: 4,725 shares; 2025Q2: 1,947 shares; 2025Q3: 3,221 shares; 2025Q4: 6,050 shares; 2026Q1: 6,729 shares 6,729 $1.34M 0.02% +679 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,709 shares; 2024Q4: 29,179 shares; 2025Q1: 36,468 shares; 2025Q2: 38,627 shares; 2025Q3: 39,929 shares; 2025Q4: 26,669 shares; 2026Q1: 23,840 shares 23,840 $1.33M 0.02% -2,829 Timeline INBK FIRST INTERNET BANCORP More: the full row for FIRST INTERNET BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,599 shares; 2024Q4: 181,998 shares; 2025Q1: 178,021 shares; 2025Q2: 158,715 shares; 2025Q3: 146,056 shares; 2025Q4: 70,071 shares; 2026Q1: 64,922 shares 64,922 $1.32M 0.02% -5,149 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: 11,643 shares; 2024Q4: 11,628 shares; 2025Q1: 10,090 shares; 2025Q2: 9,316 shares; 2025Q3: 7,777 shares; 2025Q4: 7,579 shares; 2026Q1: 7,331 shares 7,331 $1.32M 0.02% -248 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: 8,053 shares; 2024Q4: 8,053 shares; 2025Q1: 7,921 shares; 2025Q2: 7,896 shares; 2025Q3: 8,335 shares; 2025Q4: 5,158 shares; 2026Q1: 20,993 shares 20,993 $1.32M 0.02% +15,835 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: 6,797 shares 6,797 $1.32M 0.02% new 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: 4,331 shares; 2024Q4: 5,735 shares; 2025Q1: 5,901 shares; 2025Q2: 6,045 shares; 2025Q3: 6,287 shares; 2025Q4: 4,616 shares; 2026Q1: 4,498 shares 4,498 $1.31M 0.02% -118 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: 29,957 shares; 2024Q4: 28,448 shares; 2025Q1: 33,323 shares; 2025Q2: 34,336 shares; 2025Q3: 36,336 shares; 2025Q4: 35,261 shares; 2026Q1: 34,365 shares 34,365 $1.3M 0.02% -896 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,126 shares; 2025Q2: 7,991 shares; 2025Q3: 7,959 shares; 2025Q4: 8,692 shares; 2026Q1: 16,621 shares 16,621 $1.3M 0.02% +7,929 Timeline VYGR VOYAGER THERAPEUTICS INC More: the full row for VOYAGER THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,397 shares; 2024Q4: 259,397 shares; 2025Q1: 259,397 shares; 2025Q2: 259,397 shares; 2025Q3: 334,397 shares; 2025Q4: 334,397 shares; 2026Q1: 334,397 shares 334,397 $1.29M 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: 8,988 shares; 2024Q4: 13,475 shares; 2025Q1: 15,766 shares; 2025Q2: 14,439 shares; 2025Q3: 18,303 shares; 2025Q4: 24,101 shares; 2026Q1: 27,958 shares 27,958 $1.29M 0.02% +3,857 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: 2,596 shares; 2024Q4: 2,176 shares; 2025Q1: 2,929 shares; 2025Q2: 3,206 shares; 2025Q3: 2,996 shares; 2025Q4: 2,986 shares; 2026Q1: 3,223 shares 3,223 $1.28M 0.02% +237 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: 11,033 shares; 2024Q4: 12,092 shares; 2025Q1: 11,041 shares; 2025Q2: 10,051 shares; 2025Q3: 10,917 shares; 2025Q4: 8,812 shares; 2026Q1: 8,846 shares 8,846 $1.28M 0.02% +34 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: 11,424 shares; 2024Q4: 10,754 shares; 2025Q1: 8,270 shares; 2025Q2: 8,296 shares; 2025Q3: 8,402 shares; 2025Q4: 8,322 shares; 2026Q1: 9,312 shares 9,312 $1.28M 0.02% +990 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: 27,461 shares; 2024Q4: 29,001 shares; 2025Q1: 28,508 shares; 2025Q2: 28,683 shares; 2025Q3: 28,054 shares; 2025Q4: 22,695 shares; 2026Q1: 22,131 shares 22,131 $1.28M 0.02% -564 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: 994 shares; 2024Q4: 977 shares; 2025Q1: 979 shares; 2025Q2: 988 shares; 2025Q3: 1,012 shares; 2025Q4: 1,036 shares; 2026Q1: 1,193 shares 1,193 $1.27M 0.02% +157 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 3,043 shares; 2025Q1: not reported; 2025Q2: 6,213 shares; 2025Q3: 6,263 shares; 2025Q4: 6,263 shares; 2026Q1: 6,164 shares 6,164 $1.27M 0.01% -99 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,741 shares; 2025Q3: 4,810 shares; 2025Q4: 4,810 shares; 2026Q1: 5,046 shares 5,046 $1.26M 0.01% +236 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: 7,356 shares; 2024Q4: 7,789 shares; 2025Q1: 9,103 shares; 2025Q2: 9,655 shares; 2025Q3: 11,479 shares; 2025Q4: 6,935 shares; 2026Q1: 17,272 shares 17,272 $1.26M 0.01% +10,337 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: 14,136 shares; 2024Q4: 15,250 shares; 2025Q1: 17,322 shares; 2025Q2: 20,003 shares; 2025Q3: 19,813 shares; 2025Q4: 20,577 shares; 2026Q1: 19,259 shares 19,259 $1.26M 0.01% -1,318 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: 15,351 shares; 2024Q4: 16,085 shares; 2025Q1: 14,808 shares; 2025Q2: 14,266 shares; 2025Q3: 14,165 shares; 2025Q4: 14,198 shares; 2026Q1: 13,691 shares 13,691 $1.25M 0.01% -507 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,103 shares; 2024Q4: 26,103 shares; 2025Q1: 26,103 shares; 2025Q2: 25,971 shares; 2025Q3: 26,545 shares; 2025Q4: 25,712 shares; 2026Q1: 25,712 shares 25,712 $1.24M 0.01% 0 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: 7,568 shares; 2024Q4: 7,968 shares; 2025Q1: 7,961 shares; 2025Q2: 9,421 shares; 2025Q3: 12,618 shares; 2025Q4: 12,730 shares; 2026Q1: 12,717 shares 12,717 $1.23M 0.01% -13 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,207 shares; 2025Q1: 38,181 shares; 2025Q2: 38,572 shares; 2025Q3: 40,030 shares; 2025Q4: 39,944 shares; 2026Q1: 36,848 shares 36,848 $1.22M 0.01% -3,096 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: 6,339 shares; 2024Q4: 6,606 shares; 2025Q1: 8,308 shares; 2025Q2: 7,799 shares; 2025Q3: 7,600 shares; 2025Q4: 7,800 shares; 2026Q1: 5,839 shares 5,839 $1.22M 0.01% -1,961 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: 5,336 shares; 2024Q4: 5,448 shares; 2025Q1: 5,448 shares; 2025Q2: 6,142 shares; 2025Q3: 6,142 shares; 2025Q4: 6,342 shares; 2026Q1: 6,342 shares 6,342 $1.22M 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,676 shares; 2024Q4: 17,022 shares; 2025Q1: 16,366 shares; 2025Q2: 15,588 shares; 2025Q3: 15,506 shares; 2025Q4: 15,568 shares; 2026Q1: 16,465 shares 16,465 $1.2M 0.01% +897 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,701 shares; 2024Q4: 10,851 shares; 2025Q1: 11,222 shares; 2025Q2: 16,022 shares; 2025Q3: 15,892 shares; 2025Q4: 15,027 shares; 2026Q1: 12,607 shares 12,607 $1.2M 0.01% -2,420 Timeline TBLL 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: 11,471 shares; 2024Q4: 9,720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,585 shares; 2025Q4: 11,227 shares; 2026Q1: 11,227 shares 11,227 $1.19M 0.01% 0 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: 3,131 shares; 2024Q4: 3,717 shares; 2025Q1: 3,782 shares; 2025Q2: 4,070 shares; 2025Q3: 5,185 shares; 2025Q4: 5,556 shares; 2026Q1: 4,231 shares 4,231 $1.18M 0.01% -1,325 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 5,756 shares; 2025Q1: 5,655 shares; 2025Q2: 5,624 shares; 2025Q3: 5,390 shares; 2025Q4: 4,993 shares; 2026Q1: 4,051 shares 4,051 $1.17M 0.01% -942 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,840 shares; 2024Q4: 28,840 shares; 2025Q1: 28,840 shares; 2025Q2: 28,840 shares; 2025Q3: 28,840 shares; 2025Q4: 28,840 shares; 2026Q1: 28,840 shares 28,840 $1.17M 0.01% 0 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 2,449 shares; 2025Q1: 4,142 shares; 2025Q2: 4,402 shares; 2025Q3: 4,601 shares; 2025Q4: 3,942 shares; 2026Q1: 3,952 shares 3,952 $1.15M 0.01% +10 Timeline PZA 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: 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 $1.15M 0.01% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,623 shares; 2025Q4: 24,233 shares; 2026Q1: 24,233 shares 24,233 $1.14M 0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,971 shares; 2025Q1: 9,469 shares; 2025Q2: 9,429 shares; 2025Q3: 8,569 shares; 2025Q4: 7,498 shares; 2026Q1: 7,498 shares 7,498 $1.13M 0.01% 0 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: 4,662 shares; 2024Q4: 5,327 shares; 2025Q1: 5,084 shares; 2025Q2: 5,540 shares; 2025Q3: 6,279 shares; 2025Q4: 5,635 shares; 2026Q1: 5,635 shares 5,635 $1.12M 0.01% 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: 1,516 shares; 2024Q4: 2,463 shares; 2025Q1: 2,673 shares; 2025Q2: 3,377 shares; 2025Q3: 3,513 shares; 2025Q4: 3,649 shares; 2026Q1: 3,516 shares 3,516 $1.1M 0.01% -133 Timeline TIP 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: 6,200 shares; 2025Q4: 7,700 shares; 2026Q1: 10,000 shares 10,000 $1.1M 0.01% +2,300 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 2,944 shares; 2025Q1: 4,809 shares; 2025Q2: 5,860 shares; 2025Q3: 7,639 shares; 2025Q4: 6,351 shares; 2026Q1: 10,390 shares 10,390 $1.1M 0.01% +4,039 Timeline VAW 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: 5,400 shares; 2024Q4: 5,205 shares; 2025Q1: 5,145 shares; 2025Q2: 5,110 shares; 2025Q3: 5,040 shares; 2025Q4: 4,985 shares; 2026Q1: 4,860 shares 4,860 $1.1M 0.01% -125 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,072 shares; 2024Q4: 30,717 shares; 2025Q1: 32,950 shares; 2025Q2: 33,132 shares; 2025Q3: 33,248 shares; 2025Q4: 33,205 shares; 2026Q1: 34,785 shares 34,785 $1.1M 0.01% +1,580 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: 1,207 shares; 2024Q4: 1,231 shares; 2025Q1: 1,149 shares; 2025Q2: 1,286 shares; 2025Q3: 1,383 shares; 2025Q4: 1,370 shares; 2026Q1: 1,500 shares 1,500 $1.09M 0.01% +130 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,511 shares; 2024Q4: 7,341 shares; 2025Q1: 6,040 shares; 2025Q2: 5,529 shares; 2025Q3: 5,661 shares; 2025Q4: 5,660 shares; 2026Q1: 5,516 shares 5,516 $1.09M 0.01% -144 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,169 shares; 2024Q4: 13,669 shares; 2025Q1: 13,791 shares; 2025Q2: 14,009 shares; 2025Q3: 14,378 shares; 2025Q4: 14,032 shares; 2026Q1: 13,995 shares 13,995 $1.09M 0.01% -37 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: 6,430 shares; 2025Q1: 4,613 shares; 2025Q2: 13,682 shares; 2025Q3: 13,666 shares; 2025Q4: 14,661 shares; 2026Q1: 14,607 shares 14,607 $1.08M 0.01% -54 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,200 shares; 2024Q4: 13,217 shares; 2025Q1: 13,574 shares; 2025Q2: 10,555 shares; 2025Q3: 10,856 shares; 2025Q4: 10,979 shares; 2026Q1: 10,993 shares 10,993 $1.07M 0.01% +14 Timeline TIPZ 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,000 shares; 2026Q1: 20,000 shares 20,000 $1.06M 0.01% +6,000 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,581 shares; 2024Q4: 35,426 shares; 2025Q1: 36,118 shares; 2025Q2: 32,902 shares; 2025Q3: 39,400 shares; 2025Q4: 37,857 shares; 2026Q1: 28,522 shares 28,522 $1.06M 0.01% -9,335 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: 2,257 shares; 2024Q4: 2,128 shares; 2025Q1: 3,464 shares; 2025Q2: 3,062 shares; 2025Q3: 3,046 shares; 2025Q4: 2,997 shares; 2026Q1: 3,499 shares 3,499 $1.06M 0.01% +502 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,946 shares; 2024Q4: 5,945 shares; 2025Q1: 6,014 shares; 2025Q2: 5,799 shares; 2025Q3: 5,921 shares; 2025Q4: 5,760 shares; 2026Q1: 5,867 shares 5,867 $1.06M 0.01% +107 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,270 shares; 2024Q4: 22,102 shares; 2025Q1: 21,813 shares; 2025Q2: 20,037 shares; 2025Q3: 18,646 shares; 2025Q4: 11,862 shares; 2026Q1: 9,873 shares 9,873 $1.06M 0.01% -1,989 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,184 shares; 2025Q2: 30,459 shares; 2025Q3: 29,734 shares; 2025Q4: 26,407 shares; 2026Q1: 26,407 shares 26,407 $1.05M 0.01% 0 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: 1,368 shares; 2024Q4: 1,372 shares; 2025Q1: 1,416 shares; 2025Q2: 1,365 shares; 2025Q3: 1,391 shares; 2025Q4: 1,161 shares; 2026Q1: 1,071 shares 1,071 $1.05M 0.01% -90 Timeline FULC FULCRUM THERAPEUTICS INC More: the full row for FULCRUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,555 shares; 2024Q4: 136,555 shares; 2025Q1: 136,555 shares; 2025Q2: 136,555 shares; 2025Q3: 136,555 shares; 2025Q4: 136,555 shares; 2026Q1: 136,555 shares 136,555 $1.05M 0.01% 0 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: 2,832 shares; 2024Q4: 3,143 shares; 2025Q1: 2,890 shares; 2025Q2: 3,321 shares; 2025Q3: 3,290 shares; 2025Q4: 3,397 shares; 2026Q1: 3,523 shares 3,523 $1.04M 0.01% +126 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: 13,225 shares; 2024Q4: 13,225 shares; 2025Q1: 13,225 shares; 2025Q2: 13,225 shares; 2025Q3: 11,945 shares; 2025Q4: 11,945 shares; 2026Q1: 10,990 shares 10,990 $1.03M 0.01% -955 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,882 shares; 2024Q4: 31,995 shares; 2025Q1: 26,757 shares; 2025Q2: 23,269 shares; 2025Q3: 18,526 shares; 2025Q4: 18,689 shares; 2026Q1: 12,787 shares 12,787 $1.03M 0.01% -5,902 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: 12,967 shares; 2024Q4: 12,869 shares; 2025Q1: 12,654 shares; 2025Q2: 13,605 shares; 2025Q3: 13,843 shares; 2025Q4: 8,761 shares; 2026Q1: 8,675 shares 8,675 $1.03M 0.01% -86 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 2,210 shares; 2025Q1: 2,210 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares; 2026Q1: 1,580 shares 1,580 $1.01M 0.01% -185 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: 1,733 shares; 2024Q4: 1,860 shares; 2025Q1: 2,436 shares; 2025Q2: 3,325 shares; 2025Q3: 3,523 shares; 2025Q4: 3,801 shares; 2026Q1: 3,366 shares 3,366 $1.01M 0.01% -435 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,019 shares; 2024Q4: 32,207 shares; 2025Q1: 46,612 shares; 2025Q2: 49,283 shares; 2025Q3: 42,190 shares; 2025Q4: 42,051 shares; 2026Q1: 38,361 shares 38,361 $999K 0.01% -3,690 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,939 shares; 2025Q1: 2,734 shares; 2025Q2: 2,799 shares; 2025Q3: 2,849 shares; 2025Q4: 2,820 shares; 2026Q1: 2,941 shares 2,941 $998K 0.01% +121 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,400 shares; 2024Q4: 34,200 shares; 2025Q1: 34,200 shares; 2025Q2: 34,200 shares; 2025Q3: 34,200 shares; 2025Q4: 34,200 shares; 2026Q1: 32,170 shares 32,170 $996K 0.01% -2,030 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 3,908 shares; 2025Q1: 4,217 shares; 2025Q2: 4,651 shares; 2025Q3: 4,471 shares; 2025Q4: 4,733 shares; 2026Q1: 4,981 shares 4,981 $984K 0.01% +248 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,514 shares; 2024Q4: 13,567 shares; 2025Q1: 13,300 shares; 2025Q2: 13,466 shares; 2025Q3: 13,496 shares; 2025Q4: 13,533 shares; 2026Q1: 13,576 shares 13,576 $974K 0.01% +43 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: 796 shares; 2025Q2: 804 shares; 2025Q3: 781 shares; 2025Q4: 683 shares; 2026Q1: 702 shares 702 $968K 0.01% +19 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: 16,912 shares; 2024Q4: 19,607 shares; 2025Q1: 19,607 shares; 2025Q2: 19,607 shares; 2025Q3: 19,607 shares; 2025Q4: 19,607 shares; 2026Q1: 19,607 shares 19,607 $950K 0.01% 0 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,185 shares; 2025Q2: 37,595 shares; 2025Q3: 37,595 shares; 2025Q4: 36,045 shares; 2026Q1: 28,394 shares 28,394 $945K 0.01% -7,651 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: 3,647 shares; 2024Q4: 3,927 shares; 2025Q1: 4,094 shares; 2025Q2: 4,299 shares; 2025Q3: 4,330 shares; 2025Q4: 4,476 shares; 2026Q1: 4,334 shares 4,334 $939K 0.01% -142 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: 9,842 shares; 2024Q4: 9,766 shares; 2025Q1: 10,283 shares; 2025Q2: 10,378 shares; 2025Q3: 10,432 shares; 2025Q4: 10,921 shares; 2026Q1: 11,005 shares 11,005 $934K 0.01% +84 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,638 shares; 2024Q4: 14,616 shares; 2025Q1: 15,820 shares; 2025Q2: 16,400 shares; 2025Q3: 17,019 shares; 2025Q4: 16,960 shares; 2026Q1: 16,915 shares 16,915 $934K 0.01% -45 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 3,755 shares; 2025Q1: 3,755 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,759 shares; 2026Q1: 3,759 shares 3,759 $929K 0.01% 0 Timeline SIL 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: 21,480 shares; 2024Q4: 10,360 shares; 2025Q1: 10,360 shares; 2025Q2: 10,270 shares; 2025Q3: 10,270 shares; 2025Q4: 10,270 shares; 2026Q1: 10,270 shares 10,270 $925K 0.01% 0 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: 10,586 shares; 2024Q4: 10,586 shares; 2025Q1: 10,474 shares; 2025Q2: 10,693 shares; 2025Q3: 10,823 shares; 2025Q4: 11,079 shares; 2026Q1: 11,172 shares 11,172 $913K 0.01% +93 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,364 shares; 2025Q1: 14,507 shares; 2025Q2: 13,967 shares; 2025Q3: 14,467 shares; 2025Q4: 13,930 shares; 2026Q1: 11,689 shares 11,689 $912K 0.01% -2,241 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: 7,156 shares; 2025Q4: 6,581 shares; 2026Q1: 6,720 shares 6,720 $911K 0.01% +139 Timeline FLOT 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: 30,304 shares; 2024Q4: 30,537 shares; 2025Q1: 30,537 shares; 2025Q2: 30,537 shares; 2025Q3: 30,537 shares; 2025Q4: 30,537 shares; 2026Q1: 17,837 shares 17,837 $909K 0.01% -12,700 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,880 shares; 2025Q2: 3,880 shares; 2025Q3: 4,424 shares; 2025Q4: 4,239 shares; 2026Q1: 4,538 shares 4,538 $907K 0.01% +299 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: 2,017 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares; 2025Q4: 1,790 shares; 2026Q1: 1,669 shares 1,669 $906K 0.01% -121 Timeline ICLN 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: 168,972 shares; 2024Q4: 70,486 shares; 2025Q1: 69,090 shares; 2025Q2: 50,240 shares; 2025Q3: 50,240 shares; 2025Q4: 50,240 shares; 2026Q1: 49,290 shares 49,290 $902K 0.01% -950 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,971 shares; 2024Q4: 10,732 shares; 2025Q1: 11,591 shares; 2025Q2: 12,570 shares; 2025Q3: 10,957 shares; 2025Q4: 12,674 shares; 2026Q1: 11,860 shares 11,860 $893K 0.01% -814 Timeline VDE 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: 12,215 shares; 2024Q4: 10,285 shares; 2025Q1: 10,192 shares; 2025Q2: 9,963 shares; 2025Q3: 6,973 shares; 2025Q4: 5,539 shares; 2026Q1: 5,154 shares 5,154 $892K 0.01% -385 Timeline HEDJ 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: not reported; 2024Q4: 16,794 shares; 2025Q1: 16,794 shares; 2025Q2: 16,794 shares; 2025Q3: 16,794 shares; 2025Q4: 16,794 shares; 2026Q1: 16,794 shares 16,794 $878K 0.01% 0 Timeline SCHR 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: 35,076 shares; 2026Q1: 35,076 shares 35,076 $874K 0.01% 0 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,073 shares; 2025Q4: 1,530 shares; 2026Q1: 1,614 shares 1,614 $873K 0.01% +84 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,133 shares; 2025Q3: 1,223 shares; 2025Q4: 2,193 shares; 2026Q1: 2,193 shares 2,193 $864K 0.01% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,860 shares; 2025Q2: 5,850 shares; 2025Q3: 6,325 shares; 2025Q4: 6,388 shares; 2026Q1: 3,884 shares 3,884 $863K 0.01% -2,504 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: 13,686 shares; 2024Q4: 14,954 shares; 2025Q1: 10,772 shares; 2025Q2: 10,748 shares; 2025Q3: 10,814 shares; 2025Q4: 10,677 shares; 2026Q1: 10,662 shares 10,662 $854K 0.01% -15 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,237 shares; 2026Q1: 11,012 shares 11,012 $839K 0.01% -2,225 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,329 shares; 2024Q4: 6,279 shares; 2025Q1: 5,976 shares; 2025Q2: 6,052 shares; 2025Q3: 6,669 shares; 2025Q4: 6,075 shares; 2026Q1: 5,987 shares 5,987 $833K 0.01% -88 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,460 shares; 2025Q1: 4,948 shares; 2025Q2: 4,725 shares; 2025Q3: 4,616 shares; 2025Q4: 4,353 shares; 2026Q1: 4,239 shares 4,239 $831K 0.01% -114 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 530 shares; 2025Q1: 537 shares; 2025Q2: 1,046 shares; 2025Q3: 1,123 shares; 2025Q4: 1,124 shares; 2026Q1: 1,137 shares 1,137 $828K 0.01% +13 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,929 shares; 2025Q1: 2,201 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,262 shares; 2026Q1: 7,550 shares 7,550 $824K 0.01% +5,288 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,037 shares; 2026Q1: 4,067 shares 4,067 $820K 0.01% +30 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 647 shares; 2025Q1: 2,067 shares; 2025Q2: 2,393 shares; 2025Q3: 2,198 shares; 2025Q4: 1,704 shares; 2026Q1: 1,704 shares 1,704 $818K 0.01% 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: 3,162 shares; 2024Q4: 3,162 shares; 2025Q1: 3,245 shares; 2025Q2: 3,166 shares; 2025Q3: 3,638 shares; 2025Q4: 3,694 shares; 2026Q1: 3,733 shares 3,733 $818K 0.01% +39 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,780 shares; 2025Q2: 9,980 shares; 2025Q3: 9,980 shares; 2025Q4: 9,845 shares; 2026Q1: 9,845 shares 9,845 $812K 0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,146 shares; 2024Q4: 7,063 shares; 2025Q1: 4,712 shares; 2025Q2: 4,880 shares; 2025Q3: 5,083 shares; 2025Q4: 5,131 shares; 2026Q1: 4,732 shares 4,732 $807K 0.01% -399 Timeline WAT WATERS CORP More: the full row for WATERS 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: 578 shares; 2025Q3: not reported; 2025Q4: 578 shares; 2026Q1: 2,706 shares 2,706 $806K 0.01% +2,128 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,721 shares; 2025Q2: 24,326 shares; 2025Q3: 24,326 shares; 2025Q4: 25,442 shares; 2026Q1: 25,442 shares 25,442 $803K 0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,927 shares; 2024Q4: 10,927 shares; 2025Q1: 23,780 shares; 2025Q2: 17,430 shares; 2025Q3: 20,140 shares; 2025Q4: 19,964 shares; 2026Q1: 19,898 shares 19,898 $801K 0.01% -66 Timeline VCIT 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: 9,958 shares; 2024Q4: 10,723 shares; 2025Q1: 11,971 shares; 2025Q2: 5,274 shares; 2025Q3: 6,603 shares; 2025Q4: 7,077 shares; 2026Q1: 9,656 shares 9,656 $799K 0.01% +2,579 Timeline SCHO 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: 38,056 shares; 2026Q1: 32,780 shares 32,780 $796K 0.01% -5,276 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,868 shares; 2024Q4: 14,868 shares; 2025Q1: 14,868 shares; 2025Q2: 14,868 shares; 2025Q3: 14,868 shares; 2025Q4: 14,868 shares; 2026Q1: 40,573 shares 40,573 $794K 0.01% +25,705 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,990 shares; 2025Q3: 11,890 shares; 2025Q4: 13,906 shares; 2026Q1: 13,906 shares 13,906 $786K 0.01% 0 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: 516 shares; 2025Q1: 537 shares; 2025Q2: 597 shares; 2025Q3: 709 shares; 2025Q4: 714 shares; 2026Q1: 716 shares 716 $783K 0.01% +2 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,955 shares; 2025Q2: 15,440 shares; 2025Q3: 20,080 shares; 2025Q4: 19,825 shares; 2026Q1: 19,881 shares 19,881 $780K 0.01% +56 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: 6,879 shares; 2024Q4: 6,868 shares; 2025Q1: 7,281 shares; 2025Q2: 6,498 shares; 2025Q3: 6,498 shares; 2025Q4: 4,193 shares; 2026Q1: 3,657 shares 3,657 $772K 0.01% -536 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,399 shares; 2025Q2: 1,416 shares; 2025Q3: 1,709 shares; 2025Q4: 1,904 shares; 2026Q1: 1,818 shares 1,818 $772K 0.01% -86 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: 511 shares; 2024Q4: 583 shares; 2025Q1: 567 shares; 2025Q2: 569 shares; 2025Q3: 553 shares; 2025Q4: 537 shares; 2026Q1: 445 shares 445 $769K 0.01% -92 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: 5,358 shares; 2024Q4: 5,358 shares; 2025Q1: 11,209 shares; 2025Q2: 9,972 shares; 2025Q3: 9,690 shares; 2025Q4: 9,625 shares; 2026Q1: 7,849 shares 7,849 $768K 0.01% -1,776 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,969 shares; 2024Q4: 10,219 shares; 2025Q1: 10,219 shares; 2025Q2: 10,219 shares; 2025Q3: 10,219 shares; 2025Q4: 10,047 shares; 2026Q1: 8,398 shares 8,398 $767K 0.01% -1,649 Timeline STPZ 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: 17,638 shares; 2024Q4: 17,638 shares; 2025Q1: 17,638 shares; 2025Q2: 17,638 shares; 2025Q3: 17,638 shares; 2025Q4: 17,638 shares; 2026Q1: 14,138 shares 14,138 $765K 0.01% -3,500 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: 5,825 shares; 2024Q4: 5,952 shares; 2025Q1: 6,310 shares; 2025Q2: 7,309 shares; 2025Q3: 7,443 shares; 2025Q4: 8,798 shares; 2026Q1: 11,965 shares 11,965 $761K 0.01% +3,167 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,753 shares; 2025Q2: 15,758 shares; 2025Q3: 14,053 shares; 2025Q4: 14,714 shares; 2026Q1: 14,714 shares 14,714 $761K 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,259 shares; 2024Q4: 16,769 shares; 2025Q1: 15,887 shares; 2025Q2: 13,525 shares; 2025Q3: 12,584 shares; 2025Q4: 11,384 shares; 2026Q1: 10,213 shares 10,213 $760K 0.01% -1,171 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: not reported; 2025Q1: 6,205 shares; 2025Q2: 6,238 shares; 2025Q3: 6,320 shares; 2025Q4: 5,986 shares; 2026Q1: 5,977 shares 5,977 $760K 0.01% -9 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: 6,645 shares; 2024Q4: 5,482 shares; 2025Q1: 5,748 shares; 2025Q2: 5,966 shares; 2025Q3: 6,543 shares; 2025Q4: 6,632 shares; 2026Q1: 8,070 shares 8,070 $758K 0.01% +1,438 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: 7,910 shares; 2024Q4: 3,269 shares; 2025Q1: 3,292 shares; 2025Q2: 2,969 shares; 2025Q3: 3,111 shares; 2025Q4: 3,110 shares; 2026Q1: 3,091 shares 3,091 $755K 0.01% -19 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: 513 shares; 2025Q1: 555 shares; 2025Q2: 540 shares; 2025Q3: 1,722 shares; 2025Q4: 1,598 shares; 2026Q1: 1,531 shares 1,531 $742K 0.01% -67 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,844 shares; 2024Q4: 6,860 shares; 2025Q1: 7,277 shares; 2025Q2: 7,341 shares; 2025Q3: 7,195 shares; 2025Q4: 6,857 shares; 2026Q1: 6,202 shares 6,202 $736K 0.01% -655 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,526 shares; 2025Q2: 3,192 shares; 2025Q3: 2,115 shares; 2025Q4: 1,798 shares; 2026Q1: 1,798 shares 1,798 $732K 0.01% 0 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,181 shares; 2025Q2: 30,307 shares; 2025Q3: 30,307 shares; 2025Q4: 32,843 shares; 2026Q1: 31,965 shares 31,965 $723K 0.01% -878 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: 2,557 shares; 2024Q4: 3,098 shares; 2025Q1: 2,674 shares; 2025Q2: 2,481 shares; 2025Q3: 2,505 shares; 2025Q4: 2,526 shares; 2026Q1: 2,558 shares 2,558 $722K 0.01% +32 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: 7,619 shares; 2024Q4: 8,087 shares; 2025Q1: 8,043 shares; 2025Q2: 6,579 shares; 2025Q3: 6,579 shares; 2025Q4: 12,310 shares; 2026Q1: 14,429 shares 14,429 $721K 0.01% +2,119 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,760 shares; 2024Q4: 5,763 shares; 2025Q1: 5,768 shares; 2025Q2: 5,807 shares; 2025Q3: 5,792 shares; 2025Q4: 5,785 shares; 2026Q1: 5,769 shares 5,769 $720K 0.01% -16 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,612 shares; 2024Q4: 7,002 shares; 2025Q1: 6,748 shares; 2025Q2: 7,060 shares; 2025Q3: 7,067 shares; 2025Q4: 6,798 shares; 2026Q1: 7,005 shares 7,005 $719K 0.01% +207 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,973 shares; 2025Q2: 11,568 shares; 2025Q3: 11,821 shares; 2025Q4: 11,223 shares; 2026Q1: 11,247 shares 11,247 $711K 0.01% +24 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: 2,598 shares; 2025Q1: 2,598 shares; 2025Q2: 2,581 shares; 2025Q3: 2,857 shares; 2025Q4: 2,940 shares; 2026Q1: 5,980 shares 5,980 $706K 0.01% +3,040 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,383 shares; 2025Q1: 4,087 shares; 2025Q2: 4,985 shares; 2025Q3: 7,762 shares; 2025Q4: 7,641 shares; 2026Q1: 6,218 shares 6,218 $701K 0.01% -1,423 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,965 shares; 2024Q4: 29,227 shares; 2025Q1: 44,147 shares; 2025Q2: 44,715 shares; 2025Q3: 43,920 shares; 2025Q4: 36,362 shares; 2026Q1: 33,696 shares 33,696 $698K 0.01% -2,666 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,185 shares; 2024Q4: 14,216 shares; 2025Q1: 17,776 shares; 2025Q2: 16,647 shares; 2025Q3: 26,927 shares; 2025Q4: 20,887 shares; 2026Q1: 28,518 shares 28,518 $697K 0.01% +7,631 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: 2,232 shares; 2024Q4: 2,262 shares; 2025Q1: 2,178 shares; 2025Q2: 2,347 shares; 2025Q3: 2,547 shares; 2025Q4: 2,567 shares; 2026Q1: 3,816 shares 3,816 $696K 0.01% +1,249 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,774 shares; 2024Q4: 8,925 shares; 2025Q1: 8,774 shares; 2025Q2: 8,434 shares; 2025Q3: 8,434 shares; 2025Q4: 8,434 shares; 2026Q1: 8,434 shares 8,434 $691K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,587 shares; 2024Q4: 4,731 shares; 2025Q1: 4,018 shares; 2025Q2: 4,049 shares; 2025Q3: 3,679 shares; 2025Q4: 3,515 shares; 2026Q1: 3,506 shares 3,506 $690K 0.01% -9 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,688 shares; 2025Q2: 3,688 shares; 2025Q3: 3,688 shares; 2025Q4: 4,057 shares; 2026Q1: 4,057 shares 4,057 $690K 0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,609 shares; 2024Q4: 8,603 shares; 2025Q1: 18,194 shares; 2025Q2: 19,015 shares; 2025Q3: 19,617 shares; 2025Q4: 19,268 shares; 2026Q1: 19,219 shares 19,219 $686K 0.01% -49 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: 22,728 shares; 2025Q2: 19,880 shares; 2025Q3: 25,030 shares; 2025Q4: 23,085 shares; 2026Q1: 18,195 shares 18,195 $684K 0.01% -4,890 Timeline VIS 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: 2,674 shares; 2024Q4: 2,674 shares; 2025Q1: 2,654 shares; 2025Q2: 2,448 shares; 2025Q3: 2,268 shares; 2025Q4: 2,268 shares; 2026Q1: 2,188 shares 2,188 $683K 0.01% -80 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,954 shares; 2024Q4: 47,519 shares; 2025Q1: 61,931 shares; 2025Q2: 63,471 shares; 2025Q3: 65,113 shares; 2025Q4: 62,172 shares; 2026Q1: 67,965 shares 67,965 $680K 0.01% +5,793 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,751 shares; 2024Q4: 36,179 shares; 2025Q1: 32,841 shares; 2025Q2: 28,233 shares; 2025Q3: 28,233 shares; 2025Q4: 26,773 shares; 2026Q1: 26,773 shares 26,773 $679K 0.01% 0 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,569 shares 27,569 $679K 0.01% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,854 shares; 2025Q1: 8,144 shares; 2025Q2: 6,814 shares; 2025Q3: 6,860 shares; 2025Q4: 5,048 shares; 2026Q1: 4,733 shares 4,733 $677K 0.01% -315 Timeline