COPX 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: 367,984 shares; 2024Q4: 381,883 shares; 2025Q1: 399,727 shares; 2025Q2: 367,511 shares; 2025Q3: 348,327 shares; 2025Q4: 315,871 shares; 2026Q1: 286,898 shares 286,898 $21.9M 4.77% -28,973 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: 175,211 shares; 2024Q4: 175,631 shares; 2025Q1: 290,861 shares; 2025Q2: 290,861 shares; 2025Q3: 222,313 shares; 2025Q4: 220,903 shares; 2026Q1: 220,903 shares 220,903 $20.3M 4.42% 0 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: 273,527 shares; 2024Q4: 268,962 shares; 2025Q1: 268,620 shares; 2025Q2: 250,569 shares; 2025Q3: 241,376 shares; 2025Q4: 238,258 shares; 2026Q1: 221,080 shares 221,080 $19.5M 4.25% -17,178 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362,304 shares; 2024Q4: 388,508 shares; 2025Q1: 424,769 shares; 2025Q2: 359,918 shares; 2025Q3: 360,207 shares; 2025Q4: 384,057 shares; 2026Q1: 393,890 shares 393,890 $18.4M 4.01% +9,833 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: 144,225 shares; 2024Q4: 144,225 shares; 2025Q1: 144,225 shares; 2025Q2: 144,225 shares; 2025Q3: 144,225 shares; 2025Q4: 144,225 shares; 2026Q1: 144,938 shares 144,938 $17.4M 3.79% +713 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: 12,863 shares; 2024Q4: 12,863 shares; 2025Q1: 12,885 shares; 2025Q2: 12,863 shares; 2025Q3: 12,820 shares; 2025Q4: 37,952 shares; 2026Q1: 34,604 shares 34,604 $16.4M 3.58% -3,348 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: 123,488 shares; 2024Q4: 126,755 shares; 2025Q1: 134,125 shares; 2025Q2: 119,973 shares; 2025Q3: 119,819 shares; 2025Q4: 254,202 shares; 2026Q1: 253,690 shares 253,690 $15.5M 3.39% -512 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 342,726 shares; 2025Q3: 362,878 shares; 2025Q4: 417,734 shares; 2026Q1: 468,124 shares 468,124 $14.1M 3.08% +50,390 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,626 shares; 2025Q1: 21,626 shares; 2025Q2: 747,465 shares; 2025Q3: 805,335 shares; 2025Q4: 850,344 shares; 2026Q1: 872,799 shares 872,799 $13.6M 2.95% +22,455 Timeline SLVP 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: 959,604 shares; 2024Q4: 971,486 shares; 2025Q1: 957,593 shares; 2025Q2: 906,931 shares; 2025Q3: 801,176 shares; 2025Q4: 613,404 shares; 2026Q1: 336,649 shares 336,649 $11.9M 2.6% -276,755 Timeline REFI CHICAGO ATLANTIC REAL ESTATE More: the full row for CHICAGO ATLANTIC REAL ESTATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619,681 shares; 2024Q4: 674,286 shares; 2025Q1: 751,620 shares; 2025Q2: 771,503 shares; 2025Q3: 809,425 shares; 2025Q4: 832,168 shares; 2026Q1: 959,800 shares 959,800 $10.9M 2.37% +127,632 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,753 shares; 2024Q4: 162,046 shares; 2025Q1: 231,292 shares; 2025Q2: 120,636 shares; 2025Q3: 142,188 shares; 2025Q4: 145,877 shares; 2026Q1: 152,591 shares 152,591 $9.64M 2.1% +6,714 Timeline KCCA KRANESHARES TRUST More: the full row for KRANESHARES 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: 502,146 shares; 2025Q4: 510,747 shares; 2026Q1: 641,055 shares 641,055 $9.5M 2.07% +130,308 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: 46,140 shares; 2024Q4: 46,025 shares; 2025Q1: 50,469 shares; 2025Q2: 47,163 shares; 2025Q3: 47,011 shares; 2025Q4: 45,767 shares; 2026Q1: 47,267 shares 47,267 $8.24M 1.8% +1,500 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,599 shares; 2024Q4: 376,033 shares; 2025Q1: 374,764 shares; 2025Q2: 205,451 shares; 2025Q3: 204,775 shares; 2025Q4: 203,873 shares; 2026Q1: 204,794 shares 204,794 $7.54M 1.64% +921 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,878 shares; 2024Q4: 40,207 shares; 2025Q1: 43,921 shares; 2025Q2: 43,762 shares; 2025Q3: 44,218 shares; 2025Q4: 57,552 shares; 2026Q1: 71,697 shares 71,697 $7M 1.53% +14,145 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,431 shares; 2024Q4: 30,757 shares; 2025Q1: 33,455 shares; 2025Q2: 33,656 shares; 2025Q3: 33,274 shares; 2025Q4: 43,312 shares; 2026Q1: 55,574 shares 55,574 $6.79M 1.48% +12,262 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: 14,025 shares; 2024Q4: 14,588 shares; 2025Q1: 14,500 shares; 2025Q2: 13,533 shares; 2025Q3: 13,211 shares; 2025Q4: 13,032 shares; 2026Q1: 12,544 shares 12,544 $6.01M 1.31% -488 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,774 shares; 2024Q4: 26,917 shares; 2025Q1: 28,536 shares; 2025Q2: 27,584 shares; 2025Q3: 27,233 shares; 2025Q4: 30,362 shares; 2026Q1: 32,621 shares 32,621 $5.88M 1.28% +2,259 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: 128,364 shares; 2024Q4: 125,728 shares; 2025Q1: 125,475 shares; 2025Q2: 125,287 shares; 2025Q3: 120,466 shares; 2025Q4: 112,760 shares; 2026Q1: 111,292 shares 111,292 $5.87M 1.28% -1,468 Timeline BITO 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: not reported; 2025Q2: 443,950 shares; 2025Q3: 508,475 shares; 2025Q4: 623,036 shares; 2026Q1: 624,613 shares 624,613 $5.82M 1.27% +1,577 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: not reported; 2024Q4: 89,973 shares; 2025Q1: 93,830 shares; 2025Q2: 86,051 shares; 2025Q3: 90,980 shares; 2025Q4: 94,091 shares; 2026Q1: 90,959 shares 90,959 $5.79M 1.26% -3,132 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 112,393 shares; 2025Q1: 117,401 shares; 2025Q2: 109,466 shares; 2025Q3: 113,521 shares; 2025Q4: 123,526 shares; 2026Q1: 125,612 shares 125,612 $5.68M 1.24% +2,086 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: 590,364 shares; 2024Q4: 584,876 shares; 2025Q1: 566,764 shares; 2025Q2: 520,150 shares; 2025Q3: 509,590 shares; 2025Q4: 439,379 shares; 2026Q1: 226,262 shares 226,262 $5.52M 1.2% -213,117 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: 123,611 shares; 2025Q1: 128,137 shares; 2025Q2: 117,974 shares; 2025Q3: 119,692 shares; 2025Q4: 128,430 shares; 2026Q1: 129,798 shares 129,798 $5.51M 1.2% +1,368 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,460 shares; 2024Q4: 49,246 shares; 2025Q1: 48,152 shares; 2025Q2: 43,587 shares; 2025Q3: 42,120 shares; 2025Q4: 41,228 shares; 2026Q1: 48,389 shares 48,389 $5.38M 1.17% +7,161 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: 28,797 shares; 2024Q4: 28,771 shares; 2025Q1: 36,826 shares; 2025Q2: 33,001 shares; 2025Q3: 31,638 shares; 2025Q4: 31,749 shares; 2026Q1: 30,954 shares 30,954 $5.25M 1.14% -795 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: 17,061 shares; 2024Q4: 17,077 shares; 2025Q1: 18,157 shares; 2025Q2: 17,215 shares; 2025Q3: 18,051 shares; 2025Q4: 60,567 shares; 2026Q1: 18,980 shares 18,980 $4.82M 1.05% -41,587 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,876 shares; 2024Q4: 58,876 shares; 2025Q1: 56,898 shares; 2025Q2: 42,549 shares; 2025Q3: 42,703 shares; 2025Q4: 43,121 shares; 2026Q1: 43,220 shares 43,220 $4.79M 1.04% +99 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: 17,171 shares; 2024Q4: 17,266 shares; 2025Q1: 17,271 shares; 2025Q2: 17,187 shares; 2025Q3: 18,053 shares; 2025Q4: 18,176 shares; 2026Q1: 17,281 shares 17,281 $3.58M 0.78% -895 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: 1,917 shares; 2024Q4: 1,982 shares; 2025Q1: 5,526 shares; 2025Q2: 5,201 shares; 2025Q3: 5,189 shares; 2025Q4: 5,189 shares; 2026Q1: 5,194 shares 5,194 $3.38M 0.74% +5 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 296,154 shares; 2025Q1: 317,889 shares; 2025Q2: 116,440 shares; 2025Q3: 106,187 shares; 2025Q4: 119,313 shares; 2026Q1: 169,863 shares 169,863 $3.37M 0.73% +50,550 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,238,274 shares; 2024Q4: 1,214,632 shares; 2025Q1: 1,210,900 shares; 2025Q2: 1,194,892 shares; 2025Q3: 1,177,920 shares; 2025Q4: 1,005,148 shares; 2026Q1: 909,191 shares 909,191 $3.21M 0.7% -95,957 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,581 shares; 2025Q1: 49,950 shares; 2025Q2: 54,398 shares; 2025Q3: 58,524 shares; 2025Q4: 82,536 shares; 2026Q1: 103,657 shares 103,657 $3.11M 0.68% +21,121 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: 56,280 shares; 2024Q4: 41,243 shares; 2025Q1: 35,383 shares; 2025Q2: 26,674 shares; 2025Q3: 24,213 shares; 2025Q4: 22,773 shares; 2026Q1: 21,196 shares 21,196 $3.1M 0.68% -1,577 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,697 shares; 2024Q4: 327,722 shares; 2025Q1: 329,399 shares; 2025Q2: 323,375 shares; 2025Q3: 310,711 shares; 2025Q4: 281,202 shares; 2026Q1: 260,726 shares 260,726 $3.02M 0.66% -20,476 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: 5,694 shares; 2024Q4: 6,038 shares; 2025Q1: 6,649 shares; 2025Q2: 6,818 shares; 2025Q3: 7,260 shares; 2025Q4: 7,082 shares; 2026Q1: 8,164 shares 8,164 $3.02M 0.66% +1,082 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: 24,525 shares; 2024Q4: 24,701 shares; 2025Q1: 24,701 shares; 2025Q2: 24,701 shares; 2025Q3: 24,701 shares; 2025Q4: 23,867 shares; 2026Q1: 21,488 shares 21,488 $2.82M 0.61% -2,379 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: 55,539 shares; 2024Q4: 61,241 shares; 2025Q1: 121,993 shares; 2025Q2: 113,296 shares; 2025Q3: 107,174 shares; 2025Q4: 90,417 shares; 2026Q1: 40,106 shares 40,106 $2.73M 0.6% -50,311 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,828 shares; 2024Q4: 178,689 shares; 2025Q1: 116,830 shares; 2025Q2: 105,284 shares; 2025Q3: 99,079 shares; 2025Q4: 80,862 shares; 2026Q1: 37,851 shares 37,851 $2.71M 0.59% -43,011 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: 6,716 shares; 2024Q4: 6,816 shares; 2025Q1: 7,020 shares; 2025Q2: 7,282 shares; 2025Q3: 7,880 shares; 2025Q4: 7,942 shares; 2026Q1: 7,955 shares 7,955 $2.29M 0.5% +13 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,014 shares; 2024Q4: 239,264 shares; 2025Q1: 237,362 shares; 2025Q2: 235,146 shares; 2025Q3: 230,919 shares; 2025Q4: 115,847 shares; 2026Q1: 114,656 shares 114,656 $2.09M 0.46% -1,191 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: 2,111 shares; 2024Q4: 2,110 shares; 2025Q1: 2,150 shares; 2025Q2: 2,087 shares; 2025Q3: 2,086 shares; 2025Q4: 2,020 shares; 2026Q1: 2,086 shares 2,086 $2.08M 0.45% +66 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 604 shares; 2025Q3: 776 shares; 2025Q4: 9,476 shares; 2026Q1: 11,237 shares 11,237 $1.96M 0.43% +1,761 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: 6,294 shares; 2024Q4: 6,394 shares; 2025Q1: 6,685 shares; 2025Q2: 6,868 shares; 2025Q3: 7,041 shares; 2025Q4: 6,913 shares; 2026Q1: 6,814 shares 6,814 $1.95M 0.43% -99 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,597 shares; 2024Q4: 134,125 shares; 2025Q1: 114,952 shares; 2025Q2: 111,153 shares; 2025Q3: 111,113 shares; 2025Q4: 110,246 shares; 2026Q1: 110,246 shares 110,246 $1.88M 0.41% 0 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: 5,917 shares; 2024Q4: 6,019 shares; 2025Q1: 6,015 shares; 2025Q2: 6,000 shares; 2025Q3: 5,999 shares; 2025Q4: 6,018 shares; 2026Q1: 6,121 shares 6,121 $1.85M 0.4% +103 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: 8,125 shares; 2024Q4: 8,108 shares; 2025Q1: 8,498 shares; 2025Q2: 7,713 shares; 2025Q3: 7,446 shares; 2025Q4: 6,477 shares; 2026Q1: 6,220 shares 6,220 $1.83M 0.4% -257 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,836 shares; 2024Q4: 8,778 shares; 2025Q1: 8,781 shares; 2025Q2: 8,674 shares; 2025Q3: 8,758 shares; 2025Q4: 8,793 shares; 2026Q1: 8,798 shares 8,798 $1.74M 0.38% +5 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: 11,306 shares; 2024Q4: 12,100 shares; 2025Q1: 11,671 shares; 2025Q2: 11,465 shares; 2025Q3: 10,454 shares; 2025Q4: 10,342 shares; 2026Q1: 11,089 shares 11,089 $1.6M 0.35% +747 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: 7,575 shares; 2024Q4: 7,575 shares; 2025Q1: 7,575 shares; 2025Q2: 7,575 shares; 2025Q3: 6,575 shares; 2025Q4: 7,145 shares; 2026Q1: 6,458 shares 6,458 $1.6M 0.35% -687 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: 42,207 shares; 2024Q4: 42,207 shares; 2025Q1: 42,207 shares; 2025Q2: 42,207 shares; 2025Q3: 42,207 shares; 2025Q4: 42,207 shares; 2026Q1: 42,207 shares 42,207 $1.5M 0.33% 0 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: 5,019 shares; 2024Q4: 6,736 shares; 2025Q1: 6,377 shares; 2025Q2: 6,480 shares; 2025Q3: 6,819 shares; 2025Q4: 7,162 shares; 2026Q1: 6,711 shares 6,711 $1.4M 0.3% -451 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: 12,144 shares; 2024Q4: 12,187 shares; 2025Q1: 12,187 shares; 2025Q2: 12,187 shares; 2025Q3: 12,187 shares; 2025Q4: 21,578 shares; 2026Q1: 21,579 shares 21,579 $1.38M 0.3% +1 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: 2,045 shares; 2024Q4: 2,073 shares; 2025Q1: 2,262 shares; 2025Q2: 2,253 shares; 2025Q3: 2,358 shares; 2025Q4: 2,282 shares; 2026Q1: 2,316 shares 2,316 $1.32M 0.29% +34 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,685 shares; 2024Q4: 9,685 shares; 2025Q1: 9,685 shares; 2025Q2: 9,685 shares; 2025Q3: 9,685 shares; 2025Q4: 9,302 shares; 2026Q1: 9,302 shares 9,302 $1.32M 0.29% 0 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: 2,701 shares; 2024Q4: 2,701 shares; 2025Q1: 2,744 shares; 2025Q2: 2,773 shares; 2025Q3: 2,803 shares; 2025Q4: 2,736 shares; 2026Q1: 2,555 shares 2,555 $1.28M 0.28% -181 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,361 shares; 2024Q4: 13,332 shares; 2025Q1: 13,625 shares; 2025Q2: 13,775 shares; 2025Q3: 13,864 shares; 2025Q4: 13,736 shares; 2026Q1: 11,001 shares 11,001 $1.17M 0.26% -2,735 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,476 shares; 2024Q4: 35,476 shares; 2025Q1: 35,422 shares; 2025Q2: 33,012 shares; 2025Q3: 31,004 shares; 2025Q4: 30,098 shares; 2026Q1: 26,033 shares 26,033 $1.16M 0.25% -4,065 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: 3,791 shares; 2024Q4: 3,777 shares; 2025Q1: 3,803 shares; 2025Q2: 3,860 shares; 2025Q3: 3,791 shares; 2025Q4: 3,736 shares; 2026Q1: 3,381 shares 3,381 $1.16M 0.25% -355 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,546 shares; 2025Q1: 2,560 shares; 2025Q2: 2,570 shares; 2025Q3: 2,544 shares; 2025Q4: 2,522 shares; 2026Q1: 2,469 shares 2,469 $1.14M 0.25% -53 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: 1,092 shares; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,105 shares; 2025Q3: 1,104 shares; 2025Q4: 1,213 shares; 2026Q1: 1,020 shares 1,020 $1.11M 0.24% -193 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: 2,287 shares; 2024Q4: 2,269 shares; 2025Q1: 2,687 shares; 2025Q2: 2,947 shares; 2025Q3: 3,080 shares; 2025Q4: 2,958 shares; 2026Q1: 3,509 shares 3,509 $1.09M 0.24% +551 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: 1,931 shares; 2024Q4: 1,868 shares; 2025Q1: 1,829 shares; 2025Q2: 1,829 shares; 2025Q3: 1,848 shares; 2025Q4: 3,063 shares; 2026Q1: 1,814 shares 1,814 $1.08M 0.24% -1,249 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: 3,065 shares; 2024Q4: 3,067 shares; 2025Q1: 3,067 shares; 2025Q2: 3,067 shares; 2025Q3: 3,067 shares; 2025Q4: 3,066 shares; 2026Q1: 2,447 shares 2,447 $1.07M 0.23% -619 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: 6,234 shares; 2024Q4: 6,171 shares; 2025Q1: 6,252 shares; 2025Q2: 6,249 shares; 2025Q3: 6,261 shares; 2025Q4: 6,174 shares; 2026Q1: 5,209 shares 5,209 $1.06M 0.23% -965 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,311 shares; 2025Q1: 3,432 shares; 2025Q2: 3,493 shares; 2025Q3: 3,489 shares; 2025Q4: 3,329 shares; 2026Q1: 3,475 shares 3,475 $1.05M 0.23% +146 Timeline MLPX 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: 171,087 shares; 2024Q4: 30,488 shares; 2025Q1: 14,710 shares; 2025Q2: 13,096 shares; 2025Q3: 13,096 shares; 2025Q4: 13,284 shares; 2026Q1: 14,066 shares 14,066 $1.04M 0.23% +782 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: 4,615 shares; 2024Q4: 4,613 shares; 2025Q1: 4,824 shares; 2025Q2: 4,637 shares; 2025Q3: 4,529 shares; 2025Q4: 4,381 shares; 2026Q1: 3,780 shares 3,780 $1.02M 0.22% -601 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: 20,480 shares; 2024Q4: 40,959 shares; 2025Q1: 40,959 shares; 2025Q2: 40,959 shares; 2025Q3: 40,959 shares; 2025Q4: 40,959 shares; 2026Q1: 40,959 shares 40,959 $1.01M 0.22% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 2,030 shares; 2025Q1: 2,310 shares; 2025Q2: 2,393 shares; 2025Q3: 2,462 shares; 2025Q4: 2,661 shares; 2026Q1: 2,661 shares 2,661 $989K 0.22% 0 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: 985 shares; 2024Q4: 998 shares; 2025Q1: 1,001 shares; 2025Q2: 990 shares; 2025Q3: 987 shares; 2025Q4: 8,835 shares; 2026Q1: 10,239 shares 10,239 $984K 0.21% +1,404 Timeline GSOL GRAYSCALE SOLANA STAKING ETF More: the full row for GRAYSCALE SOLANA STAKING ETF Quarterly shares; oldest to 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: 159,118 shares 159,118 $975K 0.21% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,084 shares; 2024Q4: 12,160 shares; 2025Q1: 11,766 shares; 2025Q2: 11,736 shares; 2025Q3: 11,670 shares; 2025Q4: 13,619 shares; 2026Q1: 12,624 shares 12,624 $960K 0.21% -995 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: 2,046 shares; 2024Q4: 2,043 shares; 2025Q1: 2,125 shares; 2025Q2: 2,046 shares; 2025Q3: 2,031 shares; 2025Q4: 2,074 shares; 2026Q1: 2,093 shares 2,093 $930K 0.2% +19 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,218 shares; 2024Q4: 48,218 shares; 2025Q1: 48,218 shares; 2025Q2: 48,218 shares; 2025Q3: 48,218 shares; 2025Q4: 48,218 shares; 2026Q1: 41,726 shares 41,726 $898K 0.2% -6,492 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,167 shares; 2024Q4: 57,167 shares; 2025Q1: 57,167 shares; 2025Q2: 57,167 shares; 2025Q3: 57,167 shares; 2025Q4: 55,876 shares; 2026Q1: 30,034 shares 30,034 $893K 0.19% -25,842 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,756 shares; 2025Q1: 1,871 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares; 2025Q4: 1,581 shares; 2026Q1: 1,595 shares 1,595 $876K 0.19% +14 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,754 shares; 2025Q4: 14,754 shares; 2026Q1: 11,245 shares 11,245 $871K 0.19% -3,509 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: 6,397 shares; 2024Q4: 6,732 shares; 2025Q1: 6,914 shares; 2025Q2: 8,249 shares; 2025Q3: 8,390 shares; 2025Q4: 7,986 shares; 2026Q1: 7,967 shares 7,967 $862K 0.19% -19 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,850 shares 34,850 $858K 0.19% new 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: 3,162 shares; 2024Q4: 3,311 shares; 2025Q1: 3,311 shares; 2025Q2: 3,311 shares; 2025Q3: 3,311 shares; 2025Q4: 2,471 shares; 2026Q1: 2,471 shares 2,471 $835K 0.18% 0 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: 2,835 shares; 2024Q4: 2,835 shares; 2025Q1: 2,913 shares; 2025Q2: 2,964 shares; 2025Q3: 2,942 shares; 2025Q4: 2,847 shares; 2026Q1: 2,874 shares 2,874 $815K 0.18% +27 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: 2,876 shares; 2024Q4: 2,863 shares; 2025Q1: 2,829 shares; 2025Q2: 2,770 shares; 2025Q3: 2,769 shares; 2025Q4: 2,759 shares; 2026Q1: 3,350 shares 3,350 $813K 0.18% +591 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,595 shares; 2025Q1: 1,597 shares; 2025Q2: 1,598 shares; 2025Q3: 1,610 shares; 2025Q4: 1,613 shares; 2026Q1: 1,488 shares 1,488 $809K 0.18% -125 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: 6,955 shares; 2024Q4: 6,911 shares; 2025Q1: 6,983 shares; 2025Q2: 6,637 shares; 2025Q3: 6,593 shares; 2025Q4: 6,338 shares; 2026Q1: 5,521 shares 5,521 $798K 0.17% -817 Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING ETF Quarterly shares; oldest to 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: 118,085 shares; 2026Q1: 68,722 shares 68,722 $759K 0.17% -49,363 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: 5,347 shares; 2024Q4: 6,113 shares; 2025Q1: 6,113 shares; 2025Q2: 6,113 shares; 2025Q3: 6,113 shares; 2025Q4: 7,415 shares; 2026Q1: 8,005 shares 8,005 $744K 0.16% +590 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,176 shares; 2024Q4: 7,845 shares; 2025Q1: 7,845 shares; 2025Q2: 7,845 shares; 2025Q3: 7,645 shares; 2025Q4: 7,191 shares; 2026Q1: 5,614 shares 5,614 $734K 0.16% -1,577 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: 6,677 shares; 2024Q4: 3,668 shares; 2025Q1: 3,668 shares; 2025Q2: 3,668 shares; 2025Q3: 3,668 shares; 2025Q4: 3,665 shares; 2026Q1: 3,665 shares 3,665 $719K 0.16% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,816 shares; 2025Q1: 1,989 shares; 2025Q2: 1,976 shares; 2025Q3: 1,976 shares; 2025Q4: 2,193 shares; 2026Q1: 2,192 shares 2,192 $705K 0.15% -1 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: 6,793 shares; 2024Q4: 6,904 shares; 2025Q1: 8,050 shares; 2025Q2: 7,000 shares; 2025Q3: 6,731 shares; 2025Q4: 7,898 shares; 2026Q1: 8,556 shares 8,556 $699K 0.15% +658 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: 6,553 shares; 2024Q4: 5,751 shares; 2025Q1: 4,160 shares; 2025Q2: 4,146 shares; 2025Q3: 4,159 shares; 2025Q4: 4,216 shares; 2026Q1: 4,230 shares 4,230 $696K 0.15% +14 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: 4,867 shares; 2025Q1: 6,448 shares; 2025Q2: 5,835 shares; 2025Q3: 5,842 shares; 2025Q4: 5,355 shares; 2026Q1: 5,485 shares 5,485 $673K 0.15% +130 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: 4,478 shares; 2024Q4: 4,475 shares; 2025Q1: 4,525 shares; 2025Q2: 4,546 shares; 2025Q3: 4,643 shares; 2025Q4: 4,866 shares; 2026Q1: 4,476 shares 4,476 $658K 0.14% -390 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: 4,895 shares; 2024Q4: 6,437 shares; 2025Q1: 7,235 shares; 2025Q2: 6,197 shares; 2025Q3: 6,214 shares; 2025Q4: 6,071 shares; 2026Q1: 4,972 shares 4,972 $656K 0.14% -1,099 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: 2,308 shares; 2024Q4: 2,310 shares; 2025Q1: 2,325 shares; 2025Q2: 2,373 shares; 2025Q3: 2,363 shares; 2025Q4: 2,555 shares; 2026Q1: 2,871 shares 2,871 $649K 0.14% +316 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,377 shares; 2024Q4: 11,377 shares; 2025Q1: 11,377 shares; 2025Q2: 11,377 shares; 2025Q3: 9,577 shares; 2025Q4: 9,577 shares; 2026Q1: 8,497 shares 8,497 $640K 0.14% -1,080 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: not reported; 2024Q4: not reported; 2025Q1: 2,335 shares; 2025Q2: 2,191 shares; 2025Q3: 2,316 shares; 2025Q4: 2,651 shares; 2026Q1: 2,618 shares 2,618 $640K 0.14% -33 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: 1,840 shares; 2024Q4: 3,947 shares; 2025Q1: 3,324 shares; 2025Q2: 3,153 shares; 2025Q3: 3,926 shares; 2025Q4: 9,567 shares; 2026Q1: 5,269 shares 5,269 $634K 0.14% -4,298 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,438 shares; 2024Q4: 27,107 shares; 2025Q1: 27,107 shares; 2025Q2: 20,416 shares; 2025Q3: 20,416 shares; 2025Q4: 20,416 shares; 2026Q1: 16,313 shares 16,313 $623K 0.14% -4,103 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,376 shares; 2024Q4: 4,354 shares; 2025Q1: 4,629 shares; 2025Q2: 4,574 shares; 2025Q3: 4,640 shares; 2025Q4: 4,342 shares; 2026Q1: 4,366 shares 4,366 $616K 0.13% +24 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,824 shares 15,824 $607K 0.13% new 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: 3,040 shares; 2024Q4: 3,169 shares; 2025Q1: 3,193 shares; 2025Q2: 3,163 shares; 2025Q3: 3,112 shares; 2025Q4: 3,358 shares; 2026Q1: 3,369 shares 3,369 $606K 0.13% +11 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: 721 shares; 2024Q4: 720 shares; 2025Q1: 759 shares; 2025Q2: 753 shares; 2025Q3: 705 shares; 2025Q4: 924 shares; 2026Q1: 989 shares 989 $598K 0.13% +65 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: 9,350 shares; 2024Q4: 9,198 shares; 2025Q1: 9,168 shares; 2025Q2: 9,646 shares; 2025Q3: 8,060 shares; 2025Q4: 9,748 shares; 2026Q1: 10,086 shares 10,086 $593K 0.13% +338 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: 685 shares; 2024Q4: 682 shares; 2025Q1: 855 shares; 2025Q2: 837 shares; 2025Q3: 844 shares; 2025Q4: 1,028 shares; 2026Q1: 863 shares 863 $589K 0.13% -165 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: 471 shares; 2024Q4: 471 shares; 2025Q1: 484 shares; 2025Q2: 480 shares; 2025Q3: 482 shares; 2025Q4: 518 shares; 2026Q1: 532 shares 532 $582K 0.13% +14 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,843 shares; 2024Q4: 11,934 shares; 2025Q1: 11,934 shares; 2025Q2: 11,844 shares; 2025Q3: 12,137 shares; 2025Q4: 12,910 shares; 2026Q1: 11,312 shares 11,312 $581K 0.13% -1,598 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 3,746 shares; 2025Q1: 3,746 shares; 2025Q2: 3,746 shares; 2025Q3: 3,746 shares; 2025Q4: 3,746 shares; 2026Q1: 3,746 shares 3,746 $581K 0.13% 0 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: 2,979 shares; 2024Q4: 2,972 shares; 2025Q1: 3,371 shares; 2025Q2: 3,628 shares; 2025Q3: 4,443 shares; 2025Q4: 7,877 shares; 2026Q1: 4,663 shares 4,663 $580K 0.13% -3,214 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,694 shares; 2024Q4: 10,323 shares; 2025Q1: 9,218 shares; 2025Q2: 9,218 shares; 2025Q3: 9,806 shares; 2025Q4: 9,818 shares; 2026Q1: 9,818 shares 9,818 $574K 0.13% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 1,364 shares; 2025Q1: 2,065 shares; 2025Q2: 2,024 shares; 2025Q3: 2,053 shares; 2025Q4: 1,893 shares; 2026Q1: 2,013 shares 2,013 $571K 0.12% +120 Timeline FCG 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: 19,819 shares; 2025Q2: 17,772 shares; 2025Q3: 21,896 shares; 2025Q4: 17,772 shares; 2026Q1: 17,772 shares 17,772 $563K 0.12% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,663 shares; 2025Q4: 1,535 shares; 2026Q1: 1,659 shares 1,659 $561K 0.12% +124 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: 392 shares; 2024Q4: 388 shares; 2025Q1: 399 shares; 2025Q2: 407 shares; 2025Q3: 407 shares; 2025Q4: 377 shares; 2026Q1: 378 shares 378 $557K 0.12% +1 Timeline BOXX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,381 shares; 2025Q4: 2,905 shares; 2026Q1: 4,720 shares 4,720 $549K 0.12% +1,815 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: 834 shares; 2024Q4: 830 shares; 2025Q1: 828 shares; 2025Q2: 819 shares; 2025Q3: 819 shares; 2025Q4: 737 shares; 2026Q1: 749 shares 749 $546K 0.12% +12 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,382 shares; 2025Q1: 2,414 shares; 2025Q2: 2,516 shares; 2025Q3: 2,491 shares; 2025Q4: 2,475 shares; 2026Q1: 2,489 shares 2,489 $541K 0.12% +14 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: 2,445 shares; 2024Q4: 12,218 shares; 2025Q1: 12,202 shares; 2025Q2: 12,111 shares; 2025Q3: 12,101 shares; 2025Q4: 11,923 shares; 2026Q1: 11,826 shares 11,826 $536K 0.12% -97 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: 382 shares; 2024Q4: 381 shares; 2025Q1: 487 shares; 2025Q2: 401 shares; 2025Q3: 465 shares; 2025Q4: 497 shares; 2026Q1: 581 shares 581 $534K 0.12% +84 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 523 shares; 2025Q3: 529 shares; 2025Q4: 547 shares; 2026Q1: 610 shares 610 $533K 0.12% +63 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: 1,556 shares; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 1,557 shares; 2025Q3: 1,557 shares; 2025Q4: 1,557 shares; 2026Q1: 1,619 shares 1,619 $519K 0.11% +62 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: 2,866 shares; 2024Q4: 2,926 shares; 2025Q1: 2,846 shares; 2025Q2: 2,728 shares; 2025Q3: 2,840 shares; 2025Q4: 2,362 shares; 2026Q1: 3,062 shares 3,062 $506K 0.11% +700 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,008 shares; 2025Q4: 1,324 shares; 2026Q1: 1,392 shares 1,392 $496K 0.11% +68 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: 1,077 shares; 2024Q4: 775 shares; 2025Q1: 683 shares; 2025Q2: 700 shares; 2025Q3: 705 shares; 2025Q4: 660 shares; 2026Q1: 583 shares 583 $493K 0.11% -77 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: 2,757 shares; 2024Q4: 2,740 shares; 2025Q1: 2,777 shares; 2025Q2: 2,813 shares; 2025Q3: 2,814 shares; 2025Q4: 2,077 shares; 2026Q1: 2,117 shares 2,117 $488K 0.11% +40 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,185 shares; 2025Q4: 1,217 shares; 2026Q1: 1,239 shares 1,239 $486K 0.11% +22 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,272 shares; 2025Q3: 2,353 shares; 2025Q4: 2,187 shares; 2026Q1: 2,237 shares 2,237 $478K 0.1% +50 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: 4,888 shares; 2024Q4: 4,872 shares; 2025Q1: 4,872 shares; 2025Q2: 9,740 shares; 2025Q3: 9,726 shares; 2025Q4: 9,190 shares; 2026Q1: 10,107 shares 10,107 $469K 0.1% +917 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,249 shares; 2026Q1: 6,393 shares 6,393 $468K 0.1% +1,144 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: 3,140 shares; 2024Q4: 3,377 shares; 2025Q1: 4,440 shares; 2025Q2: 4,240 shares; 2025Q3: 4,243 shares; 2025Q4: 4,643 shares; 2026Q1: 4,973 shares 4,973 $467K 0.1% +330 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: 2,394 shares; 2024Q4: 2,395 shares; 2025Q1: 2,394 shares; 2025Q2: 2,386 shares; 2025Q3: 2,385 shares; 2025Q4: 2,363 shares; 2026Q1: 2,297 shares 2,297 $467K 0.1% -66 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,769 shares; 2026Q1: 7,505 shares 7,505 $455K 0.1% +1,736 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,159 shares; 2025Q4: 13,387 shares; 2026Q1: 13,387 shares 13,387 $453K 0.1% 0 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: 514 shares; 2024Q4: 524 shares; 2025Q1: 600 shares; 2025Q2: 608 shares; 2025Q3: 597 shares; 2025Q4: 514 shares; 2026Q1: 519 shares 519 $449K 0.1% +5 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,929 shares; 2025Q1: 2,686 shares; 2025Q2: 2,181 shares; 2025Q3: 2,262 shares; 2025Q4: 3,797 shares; 2026Q1: 3,556 shares 3,556 $449K 0.1% -241 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 1,058 shares; 2025Q1: 975 shares; 2025Q2: 963 shares; 2025Q3: 966 shares; 2025Q4: 937 shares; 2026Q1: 1,013 shares 1,013 $440K 0.1% +76 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,017 shares; 2025Q1: 1,271 shares; 2025Q2: 1,264 shares; 2025Q3: 1,260 shares; 2025Q4: 1,123 shares; 2026Q1: 1,041 shares 1,041 $434K 0.09% -82 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,478 shares; 2025Q3: 2,486 shares; 2025Q4: 2,582 shares; 2026Q1: 2,375 shares 2,375 $433K 0.09% -207 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: 3,273 shares; 2024Q4: 10,861 shares; 2025Q1: 7,903 shares; 2025Q2: 7,908 shares; 2025Q3: 7,916 shares; 2025Q4: 5,773 shares; 2026Q1: 3,421 shares 3,421 $432K 0.09% -2,352 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,698 shares; 2025Q4: 1,539 shares; 2026Q1: 1,594 shares 1,594 $431K 0.09% +55 Timeline EQAL 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: 8,489 shares; 2024Q4: 8,489 shares; 2025Q1: 8,489 shares; 2025Q2: 8,489 shares; 2025Q3: 7,906 shares; 2025Q4: 7,906 shares; 2026Q1: 7,815 shares 7,815 $431K 0.09% -91 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: 1,151 shares; 2024Q4: 1,176 shares; 2025Q1: 1,192 shares; 2025Q2: 1,042 shares; 2025Q3: 1,010 shares; 2025Q4: 984 shares; 2026Q1: 1,012 shares 1,012 $430K 0.09% +28 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: 1,880 shares; 2024Q4: 1,849 shares; 2025Q1: 2,070 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,769 shares; 2026Q1: 1,755 shares 1,755 $429K 0.09% -14 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: 1,263 shares; 2024Q4: 1,524 shares; 2025Q1: 1,601 shares; 2025Q2: 1,527 shares; 2025Q3: 1,548 shares; 2025Q4: 1,534 shares; 2026Q1: 1,757 shares 1,757 $426K 0.09% +223 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,752 shares; 2025Q4: 2,739 shares; 2026Q1: 5,786 shares 5,786 $416K 0.09% +3,047 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 702 shares; 2025Q3: 906 shares; 2025Q4: 1,187 shares; 2026Q1: 1,272 shares 1,272 $415K 0.09% +85 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: 4,877 shares; 2024Q4: 4,879 shares; 2025Q1: 4,872 shares; 2025Q2: 4,708 shares; 2025Q3: 4,762 shares; 2025Q4: 4,579 shares; 2026Q1: 4,617 shares 4,617 $414K 0.09% +38 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,105 shares; 2025Q1: 1,175 shares; 2025Q2: 1,232 shares; 2025Q3: 1,234 shares; 2025Q4: 1,395 shares; 2026Q1: 1,380 shares 1,380 $412K 0.09% -15 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: 2,085 shares; 2024Q4: 2,074 shares; 2025Q1: 2,145 shares; 2025Q2: 2,094 shares; 2025Q3: 2,061 shares; 2025Q4: 2,334 shares; 2026Q1: 2,525 shares 2,525 $403K 0.09% +191 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,971 shares; 2025Q4: 2,905 shares; 2026Q1: 2,908 shares 2,908 $402K 0.09% +3 Timeline BIL 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: not reported; 2025Q3: 2,245 shares; 2025Q4: 3,161 shares; 2026Q1: 4,385 shares 4,385 $402K 0.09% +1,224 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,621 shares; 2025Q1: 1,647 shares; 2025Q2: 1,641 shares; 2025Q3: 1,636 shares; 2025Q4: 1,426 shares; 2026Q1: 1,458 shares 1,458 $401K 0.09% +32 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: 2,753 shares; 2024Q4: 2,747 shares; 2025Q1: 2,808 shares; 2025Q2: 2,813 shares; 2025Q3: 2,760 shares; 2025Q4: 2,512 shares; 2026Q1: 2,538 shares 2,538 $399K 0.09% +26 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 4,131 shares; 2025Q2: 4,253 shares; 2025Q3: 4,434 shares; 2025Q4: 4,571 shares; 2026Q1: 4,667 shares 4,667 $396K 0.09% +96 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: 941 shares; 2024Q4: 2,469 shares; 2025Q1: 1,348 shares; 2025Q2: 1,372 shares; 2025Q3: 1,348 shares; 2025Q4: 1,362 shares; 2026Q1: 1,332 shares 1,332 $393K 0.09% -30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,904 shares 6,904 $392K 0.09% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,801 shares; 2025Q2: 4,968 shares; 2025Q3: 5,131 shares; 2025Q4: 4,973 shares; 2026Q1: 5,179 shares 5,179 $386K 0.08% +206 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,292 shares 8,292 $385K 0.08% new 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: 263 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384 shares; 2025Q4: 451 shares; 2026Q1: 498 shares 498 $385K 0.08% +47 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,024 shares; 2025Q1: 1,040 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 1,081 shares; 2026Q1: 1,107 shares 1,107 $381K 0.08% +26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,130 shares; 2025Q4: 4,130 shares; 2026Q1: 4,082 shares 4,082 $368K 0.08% -48 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: 1,554 shares; 2024Q4: 2,321 shares; 2025Q1: 2,386 shares; 2025Q2: 2,207 shares; 2025Q3: 2,218 shares; 2025Q4: 2,076 shares; 2026Q1: 2,105 shares 2,105 $365K 0.08% +29 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: 544 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 533 shares; 2025Q3: 538 shares; 2025Q4: 923 shares; 2026Q1: 514 shares 514 $364K 0.08% -409 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: 1,060 shares; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 852 shares; 2026Q1: 845 shares 845 $364K 0.08% -7 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,348 shares; 2025Q1: 1,619 shares; 2025Q2: 1,441 shares; 2025Q3: 1,530 shares; 2025Q4: 1,408 shares; 2026Q1: 1,441 shares 1,441 $361K 0.08% +33 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,643 shares; 2025Q1: 2,643 shares; 2025Q2: 2,643 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares; 2026Q1: 2,640 shares 2,640 $357K 0.08% 0 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: 5,032 shares; 2024Q4: 5,017 shares; 2025Q1: 5,121 shares; 2025Q2: 5,168 shares; 2025Q3: 5,378 shares; 2025Q4: 4,809 shares; 2026Q1: 4,871 shares 4,871 $355K 0.08% +62 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 549 shares 549 $349K 0.08% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,289 shares; 2025Q1: 1,393 shares; 2025Q2: 1,267 shares; 2025Q3: 1,203 shares; 2025Q4: 1,591 shares; 2026Q1: 1,865 shares 1,865 $348K 0.08% +274 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 3,168 shares; 2025Q1: 3,168 shares; 2025Q2: 3,168 shares; 2025Q3: 3,168 shares; 2025Q4: 3,168 shares; 2026Q1: 3,032 shares 3,032 $337K 0.07% -136 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: 4,966 shares; 2024Q4: 4,966 shares; 2025Q1: 4,966 shares; 2025Q2: 3,365 shares; 2025Q3: 2,759 shares; 2025Q4: 2,759 shares; 2026Q1: 2,759 shares 2,759 $334K 0.07% 0 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: not reported; 2025Q1: 697 shares; 2025Q2: 641 shares; 2025Q3: 731 shares; 2025Q4: 818 shares; 2026Q1: 692 shares 692 $332K 0.07% -126 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: not reported; 2024Q4: not reported; 2025Q1: 7,576 shares; 2025Q2: not reported; 2025Q3: 9,489 shares; 2025Q4: 9,059 shares; 2026Q1: 9,390 shares 9,390 $330K 0.07% +331 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,577 shares; 2025Q4: 1,943 shares; 2026Q1: 1,998 shares 1,998 $328K 0.07% +55 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,106 shares; 2026Q1: 9,765 shares 9,765 $327K 0.07% +659 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: not reported; 2025Q1: 5,608 shares; 2025Q2: 7,660 shares; 2025Q3: 7,787 shares; 2025Q4: 6,585 shares; 2026Q1: 6,488 shares 6,488 $326K 0.07% -97 Timeline KBA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,775 shares; 2025Q2: 10,775 shares; 2025Q3: 10,775 shares; 2025Q4: 10,775 shares; 2026Q1: 10,775 shares 10,775 $326K 0.07% 0 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 787 shares; 2025Q3: 802 shares; 2025Q4: 980 shares; 2026Q1: 990 shares 990 $325K 0.07% +10 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,637 shares; 2026Q1: 2,685 shares 2,685 $324K 0.07% +48 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 1,314 shares; 2025Q1: 1,500 shares; 2025Q2: 1,298 shares; 2025Q3: 1,186 shares; 2025Q4: 1,216 shares; 2026Q1: 1,103 shares 1,103 $323K 0.07% -113 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,605 shares; 2024Q4: 4,605 shares; 2025Q1: 4,605 shares; 2025Q2: 4,605 shares; 2025Q3: 4,605 shares; 2025Q4: 4,605 shares; 2026Q1: 4,605 shares 4,605 $321K 0.07% 0 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: 3,779 shares; 2024Q4: 3,559 shares; 2025Q1: 3,429 shares; 2025Q2: 3,435 shares; 2025Q3: 3,454 shares; 2025Q4: 3,398 shares; 2026Q1: 3,433 shares 3,433 $319K 0.07% +35 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,953 shares; 2026Q1: 17,829 shares 17,829 $313K 0.07% +4,876 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 1,408 shares; 2025Q1: 1,240 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,032 shares; 2026Q1: 1,072 shares 1,072 $311K 0.07% +40 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,299 shares; 2024Q4: 12,228 shares; 2025Q1: 12,843 shares; 2025Q2: 12,237 shares; 2025Q3: 12,211 shares; 2025Q4: 10,989 shares; 2026Q1: 11,969 shares 11,969 $310K 0.07% +980 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: 867 shares; 2024Q4: not reported; 2025Q1: 984 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,268 shares; 2026Q1: 1,625 shares 1,625 $308K 0.07% +357 Timeline DFAC 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: 9,310 shares; 2024Q4: 9,310 shares; 2025Q1: 9,310 shares; 2025Q2: 8,319 shares; 2025Q3: 7,652 shares; 2025Q4: 7,652 shares; 2026Q1: 7,855 shares 7,855 $305K 0.07% +203 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: 460 shares; 2024Q4: 455 shares; 2025Q1: 482 shares; 2025Q2: not reported; 2025Q3: 659 shares; 2025Q4: 703 shares; 2026Q1: 614 shares 614 $302K 0.07% -89 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,739 shares; 2025Q4: 8,067 shares; 2026Q1: 6,823 shares 6,823 $301K 0.07% -1,244 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: 50 shares; 2024Q4: 49 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 67 shares; 2025Q4: 66 shares; 2026Q1: 71 shares 71 $299K 0.07% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,529 shares; 2026Q1: 1,569 shares 1,569 $297K 0.06% +40 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,179 shares 2,179 $296K 0.06% new 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: not reported; 2024Q4: 858 shares; 2025Q1: not reported; 2025Q2: 1,006 shares; 2025Q3: 1,001 shares; 2025Q4: 957 shares; 2026Q1: 973 shares 973 $296K 0.06% +16 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,753 shares; 2025Q3: not reported; 2025Q4: 2,474 shares; 2026Q1: 2,483 shares 2,483 $295K 0.06% +9 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 1,005 shares; 2025Q1: 1,075 shares; 2025Q2: 1,104 shares; 2025Q3: 1,123 shares; 2025Q4: 918 shares; 2026Q1: 892 shares 892 $293K 0.06% -26 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,369 shares; 2025Q3: 2,427 shares; 2025Q4: 2,543 shares; 2026Q1: 2,578 shares 2,578 $292K 0.06% +35 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,531 shares; 2026Q1: 8,900 shares 8,900 $291K 0.06% -631 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,060 shares; 2025Q1: 1,149 shares; 2025Q2: 1,175 shares; 2025Q3: 1,179 shares; 2025Q4: 1,144 shares; 2026Q1: 1,166 shares 1,166 $291K 0.06% +22 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,727 shares; 2025Q1: 1,728 shares; 2025Q2: 1,586 shares; 2025Q3: 1,569 shares; 2025Q4: 1,350 shares; 2026Q1: 1,372 shares 1,372 $290K 0.06% +22 Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,392 shares 1,392 $290K 0.06% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,017 shares; 2025Q3: 2,024 shares; 2025Q4: 2,126 shares; 2026Q1: 2,208 shares 2,208 $289K 0.06% +82 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,351 shares; 2025Q1: 2,346 shares; 2025Q2: 2,184 shares; 2025Q3: 2,177 shares; 2025Q4: 2,082 shares; 2026Q1: 2,135 shares 2,135 $289K 0.06% +53 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,430 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,280 shares; 2026Q1: 3,350 shares 3,350 $289K 0.06% +70 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: 974 shares; 2024Q4: 973 shares; 2025Q1: 979 shares; 2025Q2: 978 shares; 2025Q3: 978 shares; 2025Q4: 926 shares; 2026Q1: 918 shares 918 $288K 0.06% -8 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 2,504 shares; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,422 shares; 2025Q4: not reported; 2026Q1: 2,199 shares 2,199 $286K 0.06% new Timeline FXI 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: 7,918 shares; 2025Q2: 7,918 shares; 2025Q3: 7,918 shares; 2025Q4: 7,918 shares; 2026Q1: 7,918 shares 7,918 $284K 0.06% 0 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR 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: 4,676 shares; 2026Q1: 4,861 shares 4,861 $281K 0.06% +185 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,067 shares; 2026Q1: 5,000 shares 5,000 $278K 0.06% -67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 785 shares 785 $278K 0.06% new Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,636 shares; 2025Q3: 18,617 shares; 2025Q4: 18,617 shares; 2026Q1: 18,387 shares 18,387 $276K 0.06% -230 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,268 shares; 2025Q4: not reported; 2026Q1: 1,116 shares 1,116 $276K 0.06% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 218 shares; 2025Q1: 223 shares; 2025Q2: 215 shares; 2025Q3: 205 shares; 2025Q4: 241 shares; 2026Q1: 235 shares 235 $272K 0.06% -6 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,491 shares 1,491 $272K 0.06% new Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,201 shares; 2024Q4: not reported; 2025Q1: 3,727 shares; 2025Q2: 3,860 shares; 2025Q3: 3,756 shares; 2025Q4: 4,655 shares; 2026Q1: 4,643 shares 4,643 $271K 0.06% -12 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,065 shares; 2025Q1: 11,894 shares; 2025Q2: 11,024 shares; 2025Q3: 11,143 shares; 2025Q4: 9,998 shares; 2026Q1: 9,783 shares 9,783 $269K 0.06% -215 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 504 shares; 2025Q4: 493 shares; 2026Q1: 494 shares 494 $266K 0.06% +1 Timeline SOXX 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: 1,104 shares; 2024Q4: 1,104 shares; 2025Q1: 1,104 shares; 2025Q2: 1,104 shares; 2025Q3: 1,104 shares; 2025Q4: 1,104 shares; 2026Q1: 804 shares 804 $264K 0.06% -300 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: 4,576 shares; 2026Q1: 4,575 shares 4,575 $261K 0.06% -1 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,181 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,346 shares; 2025Q4: 2,473 shares; 2026Q1: 2,826 shares 2,826 $260K 0.06% +353 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,850 shares; 2024Q4: 88,689 shares; 2025Q1: 88,689 shares; 2025Q2: 88,689 shares; 2025Q3: 88,689 shares; 2025Q4: 88,689 shares; 2026Q1: 88,689 shares 88,689 $259K 0.06% 0 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: 656 shares; 2024Q4: 652 shares; 2025Q1: not reported; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 699 shares; 2026Q1: 722 shares 722 $258K 0.06% +23 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,578 shares; 2025Q4: 5,525 shares; 2026Q1: 5,348 shares 5,348 $258K 0.06% -177 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: not reported; 2024Q4: not reported; 2025Q1: 533 shares; 2025Q2: 553 shares; 2025Q3: not reported; 2025Q4: 452 shares; 2026Q1: 576 shares 576 $257K 0.06% +124 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,493 shares; 2025Q4: 2,649 shares; 2026Q1: 2,706 shares 2,706 $255K 0.06% +57 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 183 shares 183 $252K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,658 shares; 2026Q1: 4,658 shares 4,658 $252K 0.05% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,070 shares; 2025Q4: 1,142 shares; 2026Q1: 1,200 shares 1,200 $250K 0.05% +58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares; 2026Q1: 2,382 shares 2,382 $249K 0.05% +982 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: 2,439 shares; 2024Q4: 2,408 shares; 2025Q1: 2,409 shares; 2025Q2: 2,390 shares; 2025Q3: 2,381 shares; 2025Q4: not reported; 2026Q1: 2,437 shares 2,437 $249K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,761 shares 3,761 $248K 0.05% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,301 shares; 2025Q2: 1,262 shares; 2025Q3: 1,340 shares; 2025Q4: 1,266 shares; 2026Q1: 1,067 shares 1,067 $246K 0.05% -199 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: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 690 shares 690 $246K 0.05% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 635 shares; 2025Q4: 688 shares; 2026Q1: 715 shares 715 $245K 0.05% +27 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,463 shares; 2026Q1: 3,684 shares 3,684 $245K 0.05% +221 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: 961 shares; 2024Q4: 970 shares; 2025Q1: 1,030 shares; 2025Q2: 994 shares; 2025Q3: 982 shares; 2025Q4: 1,109 shares; 2026Q1: 1,228 shares 1,228 $243K 0.05% +119 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,091 shares; 2026Q1: 811 shares 811 $242K 0.05% -280 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,654 shares; 2026Q1: 1,551 shares 1,551 $241K 0.05% -103 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,929 shares 13,929 $240K 0.05% new 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: 6,948 shares; 2024Q4: 6,931 shares; 2025Q1: 7,715 shares; 2025Q2: 7,249 shares; 2025Q3: 6,860 shares; 2025Q4: 7,196 shares; 2026Q1: 4,925 shares 4,925 $240K 0.05% -2,271 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,897 shares; 2025Q4: 2,002 shares; 2026Q1: 1,829 shares 1,829 $240K 0.05% -173 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: 398 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 522 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 984 shares 984 $239K 0.05% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 497 shares; 2025Q4: 480 shares; 2026Q1: 498 shares 498 $236K 0.05% +18 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 740 shares 740 $235K 0.05% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,627 shares; 2024Q4: 60,993 shares; 2025Q1: 60,993 shares; 2025Q2: 60,993 shares; 2025Q3: 46,613 shares; 2025Q4: 46,743 shares; 2026Q1: 46,743 shares 46,743 $235K 0.05% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 177 shares; 2025Q4: not reported; 2026Q1: 244 shares 244 $235K 0.05% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,141 shares; 2025Q1: 1,124 shares; 2025Q2: 1,095 shares; 2025Q3: 1,095 shares; 2025Q4: 831 shares; 2026Q1: 841 shares 841 $235K 0.05% +10 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,833 shares; 2025Q3: 1,835 shares; 2025Q4: 1,601 shares; 2026Q1: 1,601 shares 1,601 $234K 0.05% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,077 shares 1,077 $234K 0.05% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,977 shares 5,977 $233K 0.05% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,990 shares; 2025Q2: not reported; 2025Q3: 4,222 shares; 2025Q4: not reported; 2026Q1: 3,812 shares 3,812 $233K 0.05% new 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: 542 shares; 2024Q4: 542 shares; 2025Q1: not reported; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 543 shares; 2026Q1: 543 shares 543 $232K 0.05% 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: 2,425 shares; 2024Q4: 2,424 shares; 2025Q1: 2,433 shares; 2025Q2: 2,432 shares; 2025Q3: 2,412 shares; 2025Q4: 2,367 shares; 2026Q1: 2,509 shares 2,509 $231K 0.05% +142 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 660 shares; 2026Q1: 676 shares 676 $231K 0.05% +16 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,895 shares 1,895 $230K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 679 shares; 2026Q1: 701 shares 701 $229K 0.05% +22 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: 21,388 shares; 2024Q4: 22,810 shares; 2025Q1: 22,810 shares; 2025Q2: 22,810 shares; 2025Q3: 22,810 shares; 2025Q4: 22,885 shares; 2026Q1: 22,510 shares 22,510 $225K 0.05% -375 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,999 shares; 2025Q3: 3,999 shares; 2025Q4: 4,008 shares; 2026Q1: 2,946 shares 2,946 $222K 0.05% -1,062 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,401 shares; 2025Q3: 3,411 shares; 2025Q4: 3,196 shares; 2026Q1: 3,265 shares 3,265 $222K 0.05% +69 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: not reported; 2024Q4: 170 shares; 2025Q1: 181 shares; 2025Q2: 2,625 shares; 2025Q3: 2,630 shares; 2025Q4: 2,358 shares; 2026Q1: 2,403 shares 2,403 $222K 0.05% +45 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 755 shares 755 $220K 0.05% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 512 shares; 2025Q3: 490 shares; 2025Q4: 595 shares; 2026Q1: 563 shares 563 $220K 0.05% -32 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: 71 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 71 shares; 2025Q3: 73 shares; 2025Q4: 66 shares; 2026Q1: 65 shares 65 $220K 0.05% -1 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,027 shares 1,027 $218K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 987 shares 987 $216K 0.05% new Timeline STLN STARLING ONCOLOGY INC More: the full row for STARLING ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,192 shares; 2024Q4: 70,192 shares; 2025Q1: 70,192 shares; 2025Q2: 70,192 shares; 2025Q3: 70,192 shares; 2025Q4: 70,192 shares; 2026Q1: 70,192 shares 70,192 $215K 0.05% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,546 shares 1,546 $215K 0.05% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 688 shares; 2025Q3: 681 shares; 2025Q4: 681 shares; 2026Q1: 326 shares 326 $213K 0.05% -355 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1,462 shares; 2025Q1: 1,420 shares; 2025Q2: 1,487 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,375 shares 1,375 $211K 0.05% new Timeline AIQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,502 shares; 2025Q4: 4,502 shares; 2026Q1: 4,502 shares 4,502 $210K 0.05% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,130 shares 4,130 $210K 0.05% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,694 shares; 2026Q1: 2,689 shares 2,689 $209K 0.05% -5 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,006 shares 4,006 $208K 0.05% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,533 shares; 2025Q4: not reported; 2026Q1: 1,764 shares 1,764 $207K 0.05% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 790 shares; 2025Q3: 753 shares; 2025Q4: not reported; 2026Q1: 765 shares 765 $204K 0.04% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 724 shares 724 $203K 0.04% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,922 shares 2,922 $202K 0.04% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,310 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,366 shares 3,366 $202K 0.04% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,786 shares; 2025Q1: 3,860 shares; 2025Q2: 3,840 shares; 2025Q3: 3,242 shares; 2025Q4: 2,585 shares; 2026Q1: 2,682 shares 2,682 $202K 0.04% +97 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: 717 shares; 2024Q4: not reported; 2025Q1: 828 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 572 shares 572 $201K 0.04% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,018 shares 1,018 $201K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 7,356 shares; 2025Q2: 8,128 shares; 2025Q3: 8,108 shares; 2025Q4: 8,978 shares; 2026Q1: 6,924 shares 6,924 $201K 0.04% -2,054 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,105 shares; 2024Q4: 17,106 shares; 2025Q1: 18,816 shares; 2025Q2: 18,816 shares; 2025Q3: 18,816 shares; 2025Q4: 19,380 shares; 2026Q1: 19,380 shares 19,380 $162K 0.04% 0 Timeline CCU COMPANIA CERVECERIAS UNIDAS More: the full row for COMPANIA CERVECERIAS UNIDAS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,169 shares; 2025Q1: 12,636 shares; 2025Q2: 12,636 shares; 2025Q3: 12,636 shares; 2025Q4: 11,819 shares; 2026Q1: 11,819 shares 11,819 $134K 0.03% 0 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,591 shares; 2024Q4: 12,489 shares; 2025Q1: 12,524 shares; 2025Q2: 12,859 shares; 2025Q3: 12,298 shares; 2025Q4: 22,320 shares; 2026Q1: 22,717 shares 22,717 $132K 0.03% +397 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,447 shares; 2025Q2: 13,406 shares; 2025Q3: 11,264 shares; 2025Q4: 15,395 shares; 2026Q1: 17,983 shares 17,983 $108K 0.02% +2,588 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,055 shares; 2024Q4: 18,055 shares; 2025Q1: 18,060 shares; 2025Q2: 18,070 shares; 2025Q3: 18,070 shares; 2025Q4: 18,066 shares; 2026Q1: 18,083 shares 18,083 $79.9K 0.02% +17 Timeline TKNO ALPHA TEKNOVA INC More: the full row for ALPHA TEKNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,849 shares; 2024Q4: 41,849 shares; 2025Q1: 41,849 shares; 2025Q2: 41,849 shares; 2025Q3: 25,150 shares; 2025Q4: 25,153 shares; 2026Q1: 25,216 shares 25,216 $72.9K 0.02% +63 Timeline STIM NEURONETICS INC More: the full row for NEURONETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,797 shares; 2024Q4: 22,797 shares; 2025Q1: 22,797 shares; 2025Q2: 22,797 shares; 2025Q3: 22,797 shares; 2025Q4: 22,797 shares; 2026Q1: 22,857 shares 22,857 $33.1K 0.01% +60 Timeline