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: 357,365 shares; 2024Q4: 407,896 shares; 2025Q1: 432,042 shares; 2025Q2: 463,694 shares; 2025Q3: 493,275 shares; 2025Q4: 506,654 shares; 2026Q1: 497,598 shares 497,598 $325M 10.99% -9,056 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: 278,664 shares; 2024Q4: 290,857 shares; 2025Q1: 296,673 shares; 2025Q2: 299,508 shares; 2025Q3: 301,873 shares; 2025Q4: 302,098 shares; 2026Q1: 299,885 shares 299,885 $195M 6.59% -2,213 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: 480,711 shares; 2024Q4: 505,767 shares; 2025Q1: 568,678 shares; 2025Q2: 594,127 shares; 2025Q3: 612,847 shares; 2025Q4: 619,474 shares; 2026Q1: 634,730 shares 634,730 $111M 3.74% +15,256 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 631,277 shares; 2024Q4: 695,279 shares; 2025Q1: 890,893 shares; 2025Q2: 1,125,366 shares; 2025Q3: 1,205,524 shares; 2025Q4: 1,164,647 shares; 2026Q1: 1,210,694 shares 1,210,694 $110M 3.71% +46,047 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: 278,784 shares; 2024Q4: 291,250 shares; 2025Q1: 321,725 shares; 2025Q2: 361,224 shares; 2025Q3: 369,055 shares; 2025Q4: 374,297 shares; 2026Q1: 417,630 shares 417,630 $106M 3.58% +43,333 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: 141,549 shares; 2024Q4: 154,901 shares; 2025Q1: 176,729 shares; 2025Q2: 184,144 shares; 2025Q3: 191,730 shares; 2025Q4: 193,869 shares; 2026Q1: 216,899 shares 216,899 $80.3M 2.71% +23,030 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: 163,970 shares; 2024Q4: 174,972 shares; 2025Q1: 195,965 shares; 2025Q2: 219,024 shares; 2025Q3: 225,937 shares; 2025Q4: 229,711 shares; 2026Q1: 238,780 shares 238,780 $68.7M 2.32% +9,069 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: 192,252 shares; 2024Q4: 209,065 shares; 2025Q1: 238,953 shares; 2025Q2: 257,203 shares; 2025Q3: 269,486 shares; 2025Q4: 278,175 shares; 2026Q1: 298,388 shares 298,388 $62.1M 2.1% +20,213 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: 5,563 shares; 2024Q4: 5,931 shares; 2025Q1: 8,034 shares; 2025Q2: 15,814 shares; 2025Q3: 1,268,795 shares; 2025Q4: 1,268,632 shares; 2026Q1: 1,270,078 shares 1,270,078 $58.9M 1.99% +1,446 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 796,144 shares; 2024Q4: 883,526 shares; 2025Q1: 960,825 shares; 2025Q2: 850,048 shares; 2025Q3: 847,090 shares; 2025Q4: 812,721 shares; 2026Q1: 800,248 shares 800,248 $54M 1.83% -12,473 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: 82,065 shares; 2024Q4: 96,297 shares; 2025Q1: 111,475 shares; 2025Q2: 120,115 shares; 2025Q3: 125,918 shares; 2025Q4: 127,743 shares; 2026Q1: 141,565 shares 141,565 $43.8M 1.48% +13,822 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: 90,288 shares; 2024Q4: 97,908 shares; 2025Q1: 107,779 shares; 2025Q2: 124,399 shares; 2025Q3: 127,887 shares; 2025Q4: 131,078 shares; 2026Q1: 141,112 shares 141,112 $41.5M 1.4% +10,034 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,650 shares; 2024Q4: 304,416 shares; 2025Q1: 354,013 shares; 2025Q2: 304,645 shares; 2025Q3: 307,841 shares; 2025Q4: 293,183 shares; 2026Q1: 294,296 shares 294,296 $36.6M 1.24% +1,113 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: 198,653 shares; 2024Q4: 250,384 shares; 2025Q1: 291,986 shares; 2025Q2: 335,343 shares; 2025Q3: 368,771 shares; 2025Q4: 440,331 shares; 2026Q1: 498,925 shares 498,925 $34.8M 1.18% +58,594 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: 37,953 shares; 2024Q4: 41,541 shares; 2025Q1: 47,404 shares; 2025Q2: 50,013 shares; 2025Q3: 52,151 shares; 2025Q4: 54,073 shares; 2026Q1: 60,802 shares 60,802 $34.8M 1.18% +6,729 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: 105,360 shares; 2024Q4: 126,618 shares; 2025Q1: 140,080 shares; 2025Q2: 168,331 shares; 2025Q3: 171,273 shares; 2025Q4: 177,782 shares; 2026Q1: 195,198 shares 195,198 $33.1M 1.12% +17,416 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: 71,183 shares; 2024Q4: 80,272 shares; 2025Q1: 91,445 shares; 2025Q2: 101,805 shares; 2025Q3: 100,803 shares; 2025Q4: 100,284 shares; 2026Q1: 111,115 shares 111,115 $31.9M 1.08% +10,831 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,585 shares; 2025Q2: 280,148 shares; 2025Q3: 350,164 shares; 2025Q4: 434,810 shares; 2026Q1: 503,899 shares 503,899 $28.5M 0.96% +69,089 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: 41,816 shares; 2024Q4: 45,768 shares; 2025Q1: 61,582 shares; 2025Q2: 61,884 shares; 2025Q3: 65,745 shares; 2025Q4: 67,884 shares; 2026Q1: 66,662 shares 66,662 $28.4M 0.96% -1,222 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,280 shares; 2025Q1: 5,347 shares; 2025Q2: 179,503 shares; 2025Q3: 221,649 shares; 2025Q4: 248,951 shares; 2026Q1: 275,716 shares 275,716 $27M 0.91% +26,765 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: 106,280 shares; 2024Q4: 126,012 shares; 2025Q1: 158,982 shares; 2025Q2: 166,421 shares; 2025Q3: 173,942 shares; 2025Q4: 178,915 shares; 2026Q1: 198,828 shares 198,828 $24.7M 0.84% +19,913 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: 11,593 shares; 2024Q4: 13,287 shares; 2025Q1: 15,205 shares; 2025Q2: 17,395 shares; 2025Q3: 18,543 shares; 2025Q4: 18,962 shares; 2026Q1: 23,558 shares 23,558 $21.7M 0.73% +4,596 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,723 shares; 2024Q4: 185,848 shares; 2025Q1: 214,478 shares; 2025Q2: 208,791 shares; 2025Q3: 211,714 shares; 2025Q4: 210,671 shares; 2026Q1: 216,920 shares 216,920 $21.1M 0.71% +6,249 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,122 shares; 2024Q4: 129,542 shares; 2025Q1: 145,423 shares; 2025Q2: 145,736 shares; 2025Q3: 152,140 shares; 2025Q4: 147,879 shares; 2026Q1: 137,997 shares 137,997 $20.9M 0.71% -9,882 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: 37,175 shares; 2024Q4: 43,400 shares; 2025Q1: 47,885 shares; 2025Q2: 48,972 shares; 2025Q3: 50,195 shares; 2025Q4: 51,056 shares; 2026Q1: 55,917 shares 55,917 $20.8M 0.7% +4,861 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: 27,671 shares; 2024Q4: 31,571 shares; 2025Q1: 33,085 shares; 2025Q2: 37,584 shares; 2025Q3: 38,603 shares; 2025Q4: 38,456 shares; 2026Q1: 43,197 shares 43,197 $20.7M 0.7% +4,741 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: 4,990 shares; 2024Q4: 7,744 shares; 2025Q1: 8,134 shares; 2025Q2: 22,780 shares; 2025Q3: 23,012 shares; 2025Q4: 23,872 shares; 2026Q1: 34,531 shares 34,531 $20.6M 0.7% +10,659 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,269 shares; 2024Q4: 151,281 shares; 2025Q1: 166,311 shares; 2025Q2: 175,568 shares; 2025Q3: 182,752 shares; 2025Q4: 187,049 shares; 2026Q1: 188,310 shares 188,310 $18.3M 0.62% +1,261 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: 3,698 shares; 2024Q4: 11,084 shares; 2025Q1: 13,395 shares; 2025Q2: 15,967 shares; 2025Q3: 17,573 shares; 2025Q4: 18,732 shares; 2026Q1: 19,750 shares 19,750 $17.2M 0.58% +1,018 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: 14,959 shares; 2024Q4: 15,714 shares; 2025Q1: 16,696 shares; 2025Q2: 17,633 shares; 2025Q3: 17,479 shares; 2025Q4: 17,967 shares; 2026Q1: 24,035 shares 24,035 $17M 0.58% +6,068 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: 27,573 shares; 2024Q4: 29,138 shares; 2025Q1: 35,034 shares; 2025Q2: 39,809 shares; 2025Q3: 43,377 shares; 2025Q4: 44,352 shares; 2026Q1: 54,188 shares 54,188 $16.4M 0.55% +9,836 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: 52,557 shares; 2024Q4: 84,319 shares; 2025Q1: 133,919 shares; 2025Q2: 176,667 shares; 2025Q3: 185,896 shares; 2025Q4: 225,591 shares; 2026Q1: 249,071 shares 249,071 $16M 0.54% +23,480 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: 32,880 shares; 2024Q4: 36,395 shares; 2025Q1: 39,688 shares; 2025Q2: 41,978 shares; 2025Q3: 42,933 shares; 2025Q4: 43,053 shares; 2026Q1: 46,175 shares 46,175 $15.2M 0.51% +3,122 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: 13,706 shares; 2024Q4: 14,984 shares; 2025Q1: 16,279 shares; 2025Q2: 16,765 shares; 2025Q3: 17,006 shares; 2025Q4: 17,580 shares; 2026Q1: 17,832 shares 17,832 $15.1M 0.51% +252 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: 179,635 shares; 2024Q4: 190,461 shares; 2025Q1: 215,557 shares; 2025Q2: 252,758 shares; 2025Q3: 264,372 shares; 2025Q4: 270,168 shares; 2026Q1: 305,244 shares 305,244 $14.9M 0.5% +35,076 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 1,023 shares; 2025Q1: 4,271 shares; 2025Q2: 19,146 shares; 2025Q3: 23,686 shares; 2025Q4: 20,300 shares; 2026Q1: 21,101 shares 21,101 $14.7M 0.5% +801 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: 18,628 shares; 2024Q4: 20,060 shares; 2025Q1: 20,833 shares; 2025Q2: 21,640 shares; 2025Q3: 22,830 shares; 2025Q4: 23,107 shares; 2026Q1: 27,916 shares 27,916 $13.9M 0.47% +4,809 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: 19,775 shares; 2024Q4: 21,575 shares; 2025Q1: 26,613 shares; 2025Q2: 32,942 shares; 2025Q3: 37,669 shares; 2025Q4: 39,618 shares; 2026Q1: 53,954 shares 53,954 $13.2M 0.45% +14,336 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 7,950 shares; 2025Q1: 7,586 shares; 2025Q2: 44,832 shares; 2025Q3: 55,148 shares; 2025Q4: 73,310 shares; 2026Q1: 38,272 shares 38,272 $12.2M 0.41% -35,038 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: 8,457 shares; 2024Q4: 8,866 shares; 2025Q1: 9,447 shares; 2025Q2: 10,222 shares; 2025Q3: 10,785 shares; 2025Q4: 11,188 shares; 2026Q1: 12,044 shares 12,044 $12M 0.41% +856 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: 21,941 shares; 2024Q4: 22,228 shares; 2025Q1: 25,930 shares; 2025Q2: 51,360 shares; 2025Q3: 57,566 shares; 2025Q4: 63,121 shares; 2026Q1: 81,599 shares 81,599 $11.9M 0.4% +18,478 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,421 shares; 2024Q4: 4,942 shares; 2025Q1: 7,263 shares; 2025Q2: 7,642 shares; 2025Q3: 16,382 shares; 2025Q4: 121,516 shares; 2026Q1: 156,524 shares 156,524 $11.6M 0.39% +35,008 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: 26,217 shares; 2024Q4: 26,634 shares; 2025Q1: 28,823 shares; 2025Q2: 30,059 shares; 2025Q3: 31,093 shares; 2025Q4: 31,109 shares; 2026Q1: 32,425 shares 32,425 $11.6M 0.39% +1,316 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: 36,999 shares; 2024Q4: 33,273 shares; 2025Q1: 38,645 shares; 2025Q2: 42,811 shares; 2025Q3: 48,337 shares; 2025Q4: 49,267 shares; 2026Q1: 53,346 shares 53,346 $11M 0.37% +4,079 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: 14,504 shares; 2024Q4: 16,584 shares; 2025Q1: 21,328 shares; 2025Q2: 32,549 shares; 2025Q3: 34,927 shares; 2025Q4: 37,537 shares; 2026Q1: 38,720 shares 38,720 $11M 0.37% +1,183 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,940 shares; 2024Q4: 28,315 shares; 2025Q1: 47,479 shares; 2025Q2: 49,551 shares; 2025Q3: 44,321 shares; 2025Q4: 44,844 shares; 2026Q1: 46,471 shares 46,471 $11M 0.37% +1,627 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: 20,886 shares; 2024Q4: 26,071 shares; 2025Q1: 31,757 shares; 2025Q2: 46,697 shares; 2025Q3: 49,524 shares; 2025Q4: 50,680 shares; 2026Q1: 65,139 shares 65,139 $10.8M 0.36% +14,459 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: 44,132 shares; 2024Q4: 43,771 shares; 2025Q1: 51,158 shares; 2025Q2: 46,616 shares; 2025Q3: 47,505 shares; 2025Q4: 47,411 shares; 2026Q1: 49,488 shares 49,488 $10.8M 0.36% +2,077 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: 103,051 shares; 2024Q4: 109,259 shares; 2025Q1: 116,753 shares; 2025Q2: 179,429 shares; 2025Q3: 188,993 shares; 2025Q4: 204,337 shares; 2026Q1: 193,986 shares 193,986 $10.5M 0.35% -10,351 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: 3,299 shares; 2024Q4: 39,369 shares; 2025Q1: 39,224 shares; 2025Q2: 43,344 shares; 2025Q3: 41,938 shares; 2025Q4: 40,800 shares; 2026Q1: 48,233 shares 48,233 $10.3M 0.35% +7,433 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: 6,918 shares; 2024Q4: 7,402 shares; 2025Q1: 8,844 shares; 2025Q2: 9,778 shares; 2025Q3: 10,041 shares; 2025Q4: 101,507 shares; 2026Q1: 106,425 shares 106,425 $10.2M 0.35% +4,918 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: 23,194 shares; 2024Q4: 23,545 shares; 2025Q1: 28,286 shares; 2025Q2: 28,940 shares; 2025Q3: 29,728 shares; 2025Q4: 31,377 shares; 2026Q1: 29,049 shares 29,049 $9.93M 0.34% -2,328 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,225 shares; 2024Q4: 23,769 shares; 2025Q1: 25,317 shares; 2025Q2: 27,049 shares; 2025Q3: 27,291 shares; 2025Q4: 27,064 shares; 2026Q1: 31,924 shares 31,924 $9.92M 0.34% +4,860 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 165,683 shares 165,683 $9.64M 0.33% new 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: 45,919 shares; 2024Q4: 48,894 shares; 2025Q1: 61,909 shares; 2025Q2: 65,019 shares; 2025Q3: 66,090 shares; 2025Q4: 65,966 shares; 2026Q1: 61,941 shares 61,941 $9.11M 0.31% -4,025 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,314 shares; 2024Q4: 5,128 shares; 2025Q1: 38,426 shares; 2025Q2: 54,166 shares; 2025Q3: 86,543 shares; 2025Q4: 85,101 shares; 2026Q1: 91,714 shares 91,714 $9.08M 0.31% +6,613 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,200 shares; 2024Q4: 61,195 shares; 2025Q1: 64,486 shares; 2025Q2: 120,427 shares; 2025Q3: 133,689 shares; 2025Q4: 115,775 shares; 2026Q1: 112,998 shares 112,998 $8.89M 0.3% -2,777 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: 53,788 shares; 2024Q4: 56,084 shares; 2025Q1: 69,188 shares; 2025Q2: 79,878 shares; 2025Q3: 83,372 shares; 2025Q4: 82,157 shares; 2026Q1: 113,763 shares 113,763 $8.83M 0.3% +31,606 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: 67,790 shares; 2024Q4: 66,155 shares; 2025Q1: 68,367 shares; 2025Q2: 52,753 shares; 2025Q3: 52,080 shares; 2025Q4: 50,248 shares; 2026Q1: 72,054 shares 72,054 $8.67M 0.29% +21,806 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: 93,694 shares; 2024Q4: 95,530 shares; 2025Q1: 102,378 shares; 2025Q2: 107,788 shares; 2025Q3: 111,862 shares; 2025Q4: 112,238 shares; 2026Q1: 113,242 shares 113,242 $8.61M 0.29% +1,004 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: not reported; 2024Q4: not reported; 2025Q1: 10,462 shares; 2025Q2: 116,297 shares; 2025Q3: 135,565 shares; 2025Q4: 194,590 shares; 2026Q1: 183,516 shares 183,516 $8.57M 0.29% -11,074 Timeline FCCO FIRST CMNTY CORP S C More: the full row for FIRST CMNTY CORP S C Quarterly shares; oldest to 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: 288,406 shares 288,406 $8.43M 0.29% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,627 shares; 2024Q4: 56,402 shares; 2025Q1: 58,845 shares; 2025Q2: 59,967 shares; 2025Q3: 61,576 shares; 2025Q4: 60,497 shares; 2026Q1: 57,620 shares 57,620 $8.41M 0.28% -2,877 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: 3,610 shares; 2024Q4: 3,744 shares; 2025Q1: 5,017 shares; 2025Q2: 5,502 shares; 2025Q3: 5,916 shares; 2025Q4: 8,789 shares; 2026Q1: 15,596 shares 15,596 $8.39M 0.28% +6,807 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,443 shares; 2024Q4: 56,906 shares; 2025Q1: 71,972 shares; 2025Q2: 91,940 shares; 2025Q3: 94,258 shares; 2025Q4: 100,050 shares; 2026Q1: 164,082 shares 164,082 $8.24M 0.28% +64,032 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: 10,922 shares; 2024Q4: 11,599 shares; 2025Q1: 12,109 shares; 2025Q2: 14,873 shares; 2025Q3: 15,124 shares; 2025Q4: 18,298 shares; 2026Q1: 18,376 shares 18,376 $8.03M 0.27% +78 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,215 shares; 2024Q4: 24,105 shares; 2025Q1: 27,294 shares; 2025Q2: 34,782 shares; 2025Q3: 36,059 shares; 2025Q4: 36,851 shares; 2026Q1: 38,889 shares 38,889 $7.5M 0.25% +2,038 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: 22,358 shares; 2024Q4: 24,010 shares; 2025Q1: 29,976 shares; 2025Q2: 33,313 shares; 2025Q3: 36,445 shares; 2025Q4: 37,486 shares; 2026Q1: 46,387 shares 46,387 $7.41M 0.25% +8,901 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: 53,346 shares; 2024Q4: 61,666 shares; 2025Q1: 69,695 shares; 2025Q2: 70,812 shares; 2025Q3: 73,179 shares; 2025Q4: 73,005 shares; 2026Q1: 79,357 shares 79,357 $7.37M 0.25% +6,352 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: 28,217 shares; 2024Q4: 26,252 shares; 2025Q1: 31,521 shares; 2025Q2: 39,062 shares; 2025Q3: 40,208 shares; 2025Q4: 43,063 shares; 2026Q1: 46,763 shares 46,763 $7.26M 0.25% +3,700 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: 8,338 shares; 2024Q4: 9,245 shares; 2025Q1: 10,563 shares; 2025Q2: 11,303 shares; 2025Q3: 11,881 shares; 2025Q4: 12,196 shares; 2026Q1: 15,672 shares 15,672 $7.22M 0.24% +3,476 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,781 shares; 2024Q4: 49,301 shares; 2025Q1: 53,680 shares; 2025Q2: 64,985 shares; 2025Q3: 61,233 shares; 2025Q4: 62,942 shares; 2026Q1: 90,705 shares 90,705 $7.22M 0.24% +27,763 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: 22,122 shares; 2025Q1: 46,401 shares; 2025Q2: 48,329 shares; 2025Q3: 53,292 shares; 2025Q4: 53,662 shares; 2026Q1: 58,202 shares 58,202 $7.15M 0.24% +4,540 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,316 shares; 2024Q4: 221,281 shares; 2025Q1: 253,237 shares; 2025Q2: 230,571 shares; 2025Q3: 218,227 shares; 2025Q4: 237,945 shares; 2026Q1: 232,680 shares 232,680 $7.14M 0.24% -5,265 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: 20,422 shares; 2024Q4: 21,350 shares; 2025Q1: 21,972 shares; 2025Q2: 22,312 shares; 2025Q3: 22,034 shares; 2025Q4: 20,272 shares; 2026Q1: 21,047 shares 21,047 $7.11M 0.24% +775 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 11,947 shares; 2025Q4: 171,426 shares; 2026Q1: 215,592 shares 215,592 $7.1M 0.24% +44,166 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: 14,369 shares; 2024Q4: 14,085 shares; 2025Q1: 14,120 shares; 2025Q2: 15,238 shares; 2025Q3: 16,037 shares; 2025Q4: 16,496 shares; 2026Q1: 28,926 shares 28,926 $7.01M 0.24% +12,430 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,509 shares; 2024Q4: 3,438 shares; 2025Q1: 3,824 shares; 2025Q2: 3,781 shares; 2025Q3: 3,821 shares; 2025Q4: 3,679 shares; 2026Q1: 4,714 shares 4,714 $6.94M 0.23% +1,035 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,696 shares; 2024Q4: 12,229 shares; 2025Q1: 23,875 shares; 2025Q2: 30,473 shares; 2025Q3: 35,091 shares; 2025Q4: 35,327 shares; 2026Q1: 32,462 shares 32,462 $6.94M 0.23% -2,865 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: 5,942 shares; 2025Q1: 11,331 shares; 2025Q2: 11,147 shares; 2025Q3: 12,362 shares; 2025Q4: 15,239 shares; 2026Q1: 62,234 shares 62,234 $6.93M 0.23% +46,995 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: 14,721 shares; 2024Q4: 14,894 shares; 2025Q1: 15,455 shares; 2025Q2: 16,243 shares; 2025Q3: 16,860 shares; 2025Q4: 16,733 shares; 2026Q1: 17,556 shares 17,556 $6.85M 0.23% +823 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,091 shares; 2024Q4: 33,091 shares; 2025Q1: 33,091 shares; 2025Q2: 33,095 shares; 2025Q3: 33,134 shares; 2025Q4: 33,139 shares; 2026Q1: 33,180 shares 33,180 $6.85M 0.23% +41 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,935 shares; 2024Q4: 66,070 shares; 2025Q1: 73,891 shares; 2025Q2: 32,749 shares; 2025Q3: 33,196 shares; 2025Q4: 33,871 shares; 2026Q1: 31,440 shares 31,440 $6.76M 0.23% -2,431 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: 37,479 shares; 2024Q4: 37,091 shares; 2025Q1: 44,211 shares; 2025Q2: 55,725 shares; 2025Q3: 59,730 shares; 2025Q4: 48,521 shares; 2026Q1: 45,864 shares 45,864 $6.62M 0.22% -2,657 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: 13,419 shares; 2024Q4: 14,587 shares; 2025Q1: 19,515 shares; 2025Q2: 24,982 shares; 2025Q3: 26,082 shares; 2025Q4: 28,095 shares; 2026Q1: 29,305 shares 29,305 $6.62M 0.22% +1,210 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,244 shares; 2024Q4: 23,852 shares; 2025Q1: 28,087 shares; 2025Q2: 25,676 shares; 2025Q3: 26,786 shares; 2025Q4: 27,010 shares; 2026Q1: 26,594 shares 26,594 $6.6M 0.22% -416 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: 37,404 shares; 2024Q4: 59,291 shares; 2025Q1: 65,173 shares; 2025Q2: 74,944 shares; 2025Q3: 75,103 shares; 2025Q4: 73,936 shares; 2026Q1: 74,333 shares 74,333 $6.55M 0.22% +397 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,279 shares; 2024Q4: 42,651 shares; 2025Q1: 41,355 shares; 2025Q2: 24,936 shares; 2025Q3: 24,928 shares; 2025Q4: 24,744 shares; 2026Q1: 24,985 shares 24,985 $6.54M 0.22% +241 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: 3,338 shares; 2024Q4: 3,742 shares; 2025Q1: 4,956 shares; 2025Q2: 5,389 shares; 2025Q3: 6,147 shares; 2025Q4: 6,365 shares; 2026Q1: 6,782 shares 6,782 $6.52M 0.22% +417 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,032 shares; 2024Q4: 47,936 shares; 2025Q1: 55,292 shares; 2025Q2: 58,754 shares; 2025Q3: 59,849 shares; 2025Q4: 61,633 shares; 2026Q1: 58,995 shares 58,995 $6.47M 0.22% -2,638 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,877 shares; 2024Q4: 32,002 shares; 2025Q1: 43,668 shares; 2025Q2: 31,498 shares; 2025Q3: 32,813 shares; 2025Q4: 33,651 shares; 2026Q1: 33,518 shares 33,518 $6.43M 0.22% -133 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,150 shares; 2024Q4: 94,085 shares; 2025Q1: 94,056 shares; 2025Q2: 80,030 shares; 2025Q3: 80,030 shares; 2025Q4: 66,876 shares; 2026Q1: 68,915 shares 68,915 $6.35M 0.21% +2,039 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,286 shares; 2024Q4: 88,519 shares; 2025Q1: 120,285 shares; 2025Q2: 145,041 shares; 2025Q3: 148,737 shares; 2025Q4: 171,142 shares; 2026Q1: 218,152 shares 218,152 $6.13M 0.21% +47,010 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,228 shares; 2024Q4: 9,877 shares; 2025Q1: 10,030 shares; 2025Q2: 10,394 shares; 2025Q3: 10,684 shares; 2025Q4: 10,758 shares; 2026Q1: 10,734 shares 10,734 $6.05M 0.2% -24 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: 22,186 shares; 2024Q4: 22,731 shares; 2025Q1: 30,104 shares; 2025Q2: 34,206 shares; 2025Q3: 35,747 shares; 2025Q4: 36,549 shares; 2026Q1: 35,272 shares 35,272 $5.8M 0.2% -1,277 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: 18,023 shares; 2024Q4: 26,758 shares; 2025Q1: 30,448 shares; 2025Q2: 28,007 shares; 2025Q3: 27,758 shares; 2025Q4: 26,914 shares; 2026Q1: 27,584 shares 27,584 $5.74M 0.19% +670 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,791 shares; 2024Q4: 2,913 shares; 2025Q1: 5,798 shares; 2025Q2: 5,445 shares; 2025Q3: 10,495 shares; 2025Q4: 33,313 shares; 2026Q1: 35,863 shares 35,863 $5.39M 0.18% +2,550 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: 18,354 shares; 2024Q4: 21,079 shares; 2025Q1: 23,275 shares; 2025Q2: 14,828 shares; 2025Q3: 14,654 shares; 2025Q4: 15,648 shares; 2026Q1: 16,547 shares 16,547 $5.31M 0.18% +899 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: 3,495 shares; 2024Q4: 3,906 shares; 2025Q1: 4,960 shares; 2025Q2: 7,359 shares; 2025Q3: 8,546 shares; 2025Q4: 8,721 shares; 2026Q1: 8,775 shares 8,775 $5.3M 0.18% +54 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,826 shares; 2024Q4: 13,131 shares; 2025Q1: 13,508 shares; 2025Q2: 19,024 shares; 2025Q3: 21,550 shares; 2025Q4: 20,292 shares; 2026Q1: 39,385 shares 39,385 $5.16M 0.17% +19,093 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,681 shares; 2024Q4: 40,297 shares; 2025Q1: 50,770 shares; 2025Q2: 55,007 shares; 2025Q3: 56,985 shares; 2025Q4: 61,833 shares; 2026Q1: 71,281 shares 71,281 $5.13M 0.17% +9,448 Timeline IGF 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: 3,293 shares; 2025Q4: 7,478 shares; 2026Q1: 74,516 shares 74,516 $4.99M 0.17% +67,038 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: 37,720 shares; 2024Q4: 44,766 shares; 2025Q1: 19,727 shares; 2025Q2: 20,004 shares; 2025Q3: 22,227 shares; 2025Q4: 21,173 shares; 2026Q1: 24,125 shares 24,125 $4.91M 0.17% +2,952 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,234 shares; 2024Q4: 21,106 shares; 2025Q1: 22,431 shares; 2025Q2: 22,880 shares; 2025Q3: 24,970 shares; 2025Q4: 25,199 shares; 2026Q1: 30,489 shares 30,489 $4.89M 0.17% +5,290 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,192 shares; 2024Q4: 16,948 shares; 2025Q1: 23,404 shares; 2025Q2: 24,131 shares; 2025Q3: 24,511 shares; 2025Q4: 26,723 shares; 2026Q1: 37,201 shares 37,201 $4.79M 0.16% +10,478 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,814 shares; 2024Q4: 32,693 shares; 2025Q1: 42,105 shares; 2025Q2: 51,805 shares; 2025Q3: 55,283 shares; 2025Q4: 53,300 shares; 2026Q1: 45,476 shares 45,476 $4.67M 0.16% -7,824 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: 12,862 shares; 2024Q4: 11,794 shares; 2025Q1: 13,299 shares; 2025Q2: 12,763 shares; 2025Q3: 13,535 shares; 2025Q4: 16,859 shares; 2026Q1: 33,055 shares 33,055 $4.61M 0.16% +16,196 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: 14,968 shares; 2024Q4: 15,928 shares; 2025Q1: 15,173 shares; 2025Q2: 42,626 shares; 2025Q3: 46,987 shares; 2025Q4: 51,081 shares; 2026Q1: 75,178 shares 75,178 $4.56M 0.15% +24,097 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,683 shares; 2024Q4: 9,535 shares; 2025Q1: 10,759 shares; 2025Q2: 11,284 shares; 2025Q3: 10,843 shares; 2025Q4: 10,549 shares; 2026Q1: 9,074 shares 9,074 $4.5M 0.15% -1,475 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: 125,081 shares; 2024Q4: 130,121 shares; 2025Q1: 131,946 shares; 2025Q2: 134,320 shares; 2025Q3: 136,206 shares; 2025Q4: 134,817 shares; 2026Q1: 152,170 shares 152,170 $4.41M 0.15% +17,353 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,015 shares; 2024Q4: 23,885 shares; 2025Q1: 25,330 shares; 2025Q2: 24,574 shares; 2025Q3: 20,016 shares; 2025Q4: 18,678 shares; 2026Q1: 22,687 shares 22,687 $4.4M 0.15% +4,009 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: 8,546 shares; 2024Q4: 9,806 shares; 2025Q1: 8,724 shares; 2025Q2: 10,522 shares; 2025Q3: 11,152 shares; 2025Q4: 11,667 shares; 2026Q1: 12,596 shares 12,596 $4.32M 0.15% +929 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: 12,018 shares; 2024Q4: 13,440 shares; 2025Q1: 14,772 shares; 2025Q2: 15,566 shares; 2025Q3: 14,365 shares; 2025Q4: 15,727 shares; 2026Q1: 15,955 shares 15,955 $4.32M 0.15% +228 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: 22,609 shares; 2024Q4: 23,151 shares; 2025Q1: 23,821 shares; 2025Q2: 23,713 shares; 2025Q3: 29,566 shares; 2025Q4: 31,112 shares; 2026Q1: 33,961 shares 33,961 $4.29M 0.15% +2,849 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,692 shares; 2024Q4: 26,602 shares; 2025Q1: 43,642 shares; 2025Q2: 37,936 shares; 2025Q3: 36,270 shares; 2025Q4: 33,041 shares; 2026Q1: 32,162 shares 32,162 $4.26M 0.14% -879 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: 26,447 shares; 2024Q4: 18,248 shares; 2025Q1: 19,521 shares; 2025Q2: 21,650 shares; 2025Q3: 23,889 shares; 2025Q4: 25,353 shares; 2026Q1: 32,160 shares 32,160 $4.25M 0.14% +6,807 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,897 shares; 2024Q4: 6,964 shares; 2025Q1: 7,037 shares; 2025Q2: 7,319 shares; 2025Q3: 7,478 shares; 2025Q4: 8,285 shares; 2026Q1: 8,601 shares 8,601 $4.23M 0.14% +316 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,389 shares; 2024Q4: 56,185 shares; 2025Q1: 57,914 shares; 2025Q2: 61,109 shares; 2025Q3: 61,654 shares; 2025Q4: 64,257 shares; 2026Q1: 43,738 shares 43,738 $4.22M 0.14% -20,519 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,595 shares; 2024Q4: 17,073 shares; 2025Q1: 18,686 shares; 2025Q2: 21,090 shares; 2025Q3: 22,011 shares; 2025Q4: 20,409 shares; 2026Q1: 19,936 shares 19,936 $4.19M 0.14% -473 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: 7,274 shares; 2024Q4: 9,317 shares; 2025Q1: 13,688 shares; 2025Q2: 12,077 shares; 2025Q3: 12,019 shares; 2025Q4: 12,222 shares; 2026Q1: 12,834 shares 12,834 $4.08M 0.14% +612 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,927 shares; 2024Q4: 3,955 shares; 2025Q1: 3,959 shares; 2025Q2: 8,221 shares; 2025Q3: 7,374 shares; 2025Q4: 7,448 shares; 2026Q1: 7,020 shares 7,020 $4.05M 0.14% -428 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: 15,604 shares; 2024Q4: 15,174 shares; 2025Q1: 28,574 shares; 2025Q2: 31,756 shares; 2025Q3: 39,278 shares; 2025Q4: 83,943 shares; 2026Q1: 65,050 shares 65,050 $3.98M 0.13% -18,893 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,942 shares; 2024Q4: 10,085 shares; 2025Q1: 10,733 shares; 2025Q2: 10,732 shares; 2025Q3: 11,434 shares; 2025Q4: 10,960 shares; 2026Q1: 40,419 shares 40,419 $3.9M 0.13% +29,459 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: 11,709 shares; 2024Q4: 12,207 shares; 2025Q1: 12,540 shares; 2025Q2: 13,710 shares; 2025Q3: 13,447 shares; 2025Q4: 13,541 shares; 2026Q1: 12,829 shares 12,829 $3.88M 0.13% -712 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,629 shares; 2024Q4: 3,780 shares; 2025Q1: 3,939 shares; 2025Q2: 6,921 shares; 2025Q3: 6,921 shares; 2025Q4: 6,934 shares; 2026Q1: 6,282 shares 6,282 $3.87M 0.13% -652 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: 4,708 shares; 2024Q4: 4,942 shares; 2025Q1: 6,766 shares; 2025Q2: 17,056 shares; 2025Q3: 17,641 shares; 2025Q4: 18,119 shares; 2026Q1: 21,191 shares 21,191 $3.87M 0.13% +3,072 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,231 shares; 2024Q4: 38,960 shares; 2025Q1: 53,203 shares; 2025Q2: 47,900 shares; 2025Q3: 43,752 shares; 2025Q4: 39,150 shares; 2026Q1: 38,420 shares 38,420 $3.87M 0.13% -730 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: 37,084 shares; 2024Q4: 39,913 shares; 2025Q1: 45,916 shares; 2025Q2: 51,160 shares; 2025Q3: 52,530 shares; 2025Q4: 53,726 shares; 2026Q1: 52,424 shares 52,424 $3.82M 0.13% -1,302 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: 1,600 shares; 2024Q4: 1,818 shares; 2025Q1: 3,500 shares; 2025Q2: 10,104 shares; 2025Q3: 10,377 shares; 2025Q4: 14,919 shares; 2026Q1: 19,235 shares 19,235 $3.77M 0.13% +4,316 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: 5,582 shares; 2024Q4: 6,049 shares; 2025Q1: 8,221 shares; 2025Q2: 8,805 shares; 2025Q3: 9,290 shares; 2025Q4: 10,126 shares; 2026Q1: 11,113 shares 11,113 $3.76M 0.13% +987 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: 5,219 shares; 2024Q4: 5,140 shares; 2025Q1: 14,189 shares; 2025Q2: 16,886 shares; 2025Q3: 18,117 shares; 2025Q4: 18,500 shares; 2026Q1: 18,973 shares 18,973 $3.75M 0.13% +473 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: 7,104 shares; 2024Q4: 8,667 shares; 2025Q1: 11,230 shares; 2025Q2: 11,138 shares; 2025Q3: 10,999 shares; 2025Q4: 11,021 shares; 2026Q1: 11,388 shares 11,388 $3.71M 0.13% +367 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,860 shares; 2025Q1: 9,953 shares; 2025Q2: 14,114 shares; 2025Q3: 14,436 shares; 2025Q4: 17,337 shares; 2026Q1: 18,616 shares 18,616 $3.71M 0.13% +1,279 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: 7,089 shares; 2024Q4: 7,512 shares; 2025Q1: 8,068 shares; 2025Q2: 8,786 shares; 2025Q3: 8,831 shares; 2025Q4: 8,707 shares; 2026Q1: 8,491 shares 8,491 $3.54M 0.12% -216 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: 13,990 shares; 2024Q4: 14,721 shares; 2025Q1: 16,627 shares; 2025Q2: 17,980 shares; 2025Q3: 17,760 shares; 2025Q4: 17,289 shares; 2026Q1: 18,876 shares 18,876 $3.52M 0.12% +1,587 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,291 shares; 2024Q4: 22,104 shares; 2025Q1: 24,977 shares; 2025Q2: 28,299 shares; 2025Q3: 23,476 shares; 2025Q4: 23,036 shares; 2026Q1: 76,644 shares 76,644 $3.52M 0.12% +53,608 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,314 shares; 2025Q4: 37,707 shares; 2026Q1: 38,072 shares 38,072 $3.52M 0.12% +365 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,744 shares; 2024Q4: 4,065 shares; 2025Q1: 7,410 shares; 2025Q2: 9,623 shares; 2025Q3: 9,661 shares; 2025Q4: 11,527 shares; 2026Q1: 12,213 shares 12,213 $3.51M 0.12% +686 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: 15,639 shares; 2024Q4: 16,242 shares; 2025Q1: 15,631 shares; 2025Q2: 12,547 shares; 2025Q3: 13,087 shares; 2025Q4: 12,313 shares; 2026Q1: 14,428 shares 14,428 $3.5M 0.12% +2,115 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: 58,234 shares; 2024Q4: 67,086 shares; 2025Q1: 67,086 shares; 2025Q2: 67,036 shares; 2025Q3: 72,741 shares; 2025Q4: 72,741 shares; 2026Q1: 27,871 shares 27,871 $3.38M 0.11% -44,870 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,663 shares 102,663 $3.36M 0.11% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,280 shares; 2024Q4: 19,719 shares; 2025Q1: 23,314 shares; 2025Q2: 27,518 shares; 2025Q3: 30,634 shares; 2025Q4: 31,721 shares; 2026Q1: 30,310 shares 30,310 $3.35M 0.11% -1,411 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,334 shares; 2024Q4: 4,538 shares; 2025Q1: 6,185 shares; 2025Q2: 8,423 shares; 2025Q3: 9,268 shares; 2025Q4: 9,294 shares; 2026Q1: 9,484 shares 9,484 $3.34M 0.11% +190 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,545 shares; 2024Q4: 31,749 shares; 2025Q1: 37,315 shares; 2025Q2: 51,133 shares; 2025Q3: 52,456 shares; 2025Q4: 50,387 shares; 2026Q1: 53,099 shares 53,099 $3.33M 0.11% +2,712 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: 10,870 shares; 2024Q4: 11,787 shares; 2025Q1: 12,357 shares; 2025Q2: 12,524 shares; 2025Q3: 12,536 shares; 2025Q4: 12,963 shares; 2026Q1: 13,389 shares 13,389 $3.31M 0.11% +426 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: 22,922 shares; 2024Q4: 25,411 shares; 2025Q1: 32,608 shares; 2025Q2: 34,871 shares; 2025Q3: 35,587 shares; 2025Q4: 38,361 shares; 2026Q1: 36,180 shares 36,180 $3.24M 0.11% -2,181 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,847 shares; 2025Q2: 17,483 shares; 2025Q3: 16,026 shares; 2025Q4: 24,476 shares; 2026Q1: 34,175 shares 34,175 $3.17M 0.11% +9,699 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,682 shares 74,682 $3.07M 0.1% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 4,204 shares; 2025Q1: 5,190 shares; 2025Q2: 5,612 shares; 2025Q3: 6,890 shares; 2025Q4: 7,161 shares; 2026Q1: 8,599 shares 8,599 $2.83M 0.1% +1,438 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,539 shares; 2024Q4: 5,773 shares; 2025Q1: 7,637 shares; 2025Q2: 8,376 shares; 2025Q3: 9,925 shares; 2025Q4: 9,883 shares; 2026Q1: 10,095 shares 10,095 $2.81M 0.09% +212 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: 50,045 shares; 2024Q4: 65,631 shares; 2025Q1: 59,725 shares; 2025Q2: 70,420 shares; 2025Q3: 71,490 shares; 2025Q4: 78,108 shares; 2026Q1: 82,320 shares 82,320 $2.76M 0.09% +4,212 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 8,812 shares; 2025Q1: 4,188 shares; 2025Q2: 4,654 shares; 2025Q3: 8,000 shares; 2025Q4: 11,060 shares; 2026Q1: 24,767 shares 24,767 $2.72M 0.09% +13,707 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,452 shares; 2025Q2: 3,974 shares; 2025Q3: 3,974 shares; 2025Q4: 6,735 shares; 2026Q1: 10,922 shares 10,922 $2.72M 0.09% +4,187 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: 14,628 shares; 2024Q4: 18,417 shares; 2025Q1: 25,892 shares; 2025Q2: 26,024 shares; 2025Q3: 26,371 shares; 2025Q4: 25,518 shares; 2026Q1: 28,860 shares 28,860 $2.71M 0.09% +3,342 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,372 shares; 2024Q4: 20,267 shares; 2025Q1: 14,562 shares; 2025Q2: 20,895 shares; 2025Q3: 20,510 shares; 2025Q4: 20,546 shares; 2026Q1: 22,509 shares 22,509 $2.67M 0.09% +1,963 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: 304 shares; 2024Q4: 337 shares; 2025Q1: 395 shares; 2025Q2: 384 shares; 2025Q3: 376 shares; 2025Q4: 387 shares; 2026Q1: 627 shares 627 $2.64M 0.09% +240 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: 12,945 shares; 2024Q4: 8,874 shares; 2025Q1: 9,995 shares; 2025Q2: 10,465 shares; 2025Q3: 10,230 shares; 2025Q4: 10,287 shares; 2026Q1: 10,623 shares 10,623 $2.59M 0.09% +336 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 2,715 shares; 2025Q1: 4,993 shares; 2025Q2: 7,735 shares; 2025Q3: 7,650 shares; 2025Q4: 8,563 shares; 2026Q1: 8,740 shares 8,740 $2.58M 0.09% +177 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: 20,395 shares; 2024Q4: 20,257 shares; 2025Q1: 20,872 shares; 2025Q2: 20,699 shares; 2025Q3: 19,963 shares; 2025Q4: 19,490 shares; 2026Q1: 22,741 shares 22,741 $2.58M 0.09% +3,251 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,886 shares; 2024Q4: 43,274 shares; 2025Q1: 39,788 shares; 2025Q2: 38,707 shares; 2025Q3: 39,020 shares; 2025Q4: 39,357 shares; 2026Q1: 40,531 shares 40,531 $2.51M 0.08% +1,174 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,190 shares; 2024Q4: 17,454 shares; 2025Q1: 43,055 shares; 2025Q2: 38,042 shares; 2025Q3: 40,751 shares; 2025Q4: 46,433 shares; 2026Q1: 51,706 shares 51,706 $2.5M 0.08% +5,273 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: 56,250 shares; 2024Q4: 39,272 shares; 2025Q1: 39,923 shares; 2025Q2: 41,987 shares; 2025Q3: 46,487 shares; 2025Q4: 41,638 shares; 2026Q1: 56,348 shares 56,348 $2.49M 0.08% +14,710 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: 8,621 shares; 2024Q4: 9,391 shares; 2025Q1: 9,474 shares; 2025Q2: 7,989 shares; 2025Q3: 8,175 shares; 2025Q4: 8,816 shares; 2026Q1: 8,860 shares 8,860 $2.47M 0.08% +44 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: 20,161 shares; 2024Q4: 23,856 shares; 2025Q1: 23,605 shares; 2025Q2: 21,224 shares; 2025Q3: 28,818 shares; 2025Q4: 27,917 shares; 2026Q1: 38,173 shares 38,173 $2.43M 0.08% +10,256 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,008 shares; 2025Q1: 4,516 shares; 2025Q2: 4,514 shares; 2025Q3: 4,561 shares; 2025Q4: 4,466 shares; 2026Q1: 3,331 shares 3,331 $2.42M 0.08% -1,135 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: 25,700 shares; 2024Q4: 43,200 shares; 2025Q1: 41,088 shares; 2025Q2: 34,962 shares; 2025Q3: 41,162 shares; 2025Q4: 45,182 shares; 2026Q1: 42,382 shares 42,382 $2.41M 0.08% -2,800 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,381 shares; 2024Q4: 54,968 shares; 2025Q1: 60,769 shares; 2025Q2: 64,125 shares; 2025Q3: 68,524 shares; 2025Q4: 68,667 shares; 2026Q1: 83,270 shares 83,270 $2.39M 0.08% +14,603 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 1,923 shares; 2025Q1: 2,303 shares; 2025Q2: 2,805 shares; 2025Q3: 3,109 shares; 2025Q4: 14,495 shares; 2026Q1: 22,647 shares 22,647 $2.37M 0.08% +8,152 Timeline IDV 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: 51,890 shares; 2024Q4: 46,766 shares; 2025Q1: 44,835 shares; 2025Q2: 30,213 shares; 2025Q3: 41,760 shares; 2025Q4: 41,781 shares; 2026Q1: 55,120 shares 55,120 $2.35M 0.08% +13,339 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,392 shares; 2024Q4: 13,291 shares; 2025Q1: 15,789 shares; 2025Q2: 14,595 shares; 2025Q3: 15,616 shares; 2025Q4: 13,522 shares; 2026Q1: 11,829 shares 11,829 $2.35M 0.08% -1,693 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: 23,500 shares; 2024Q4: 26,676 shares; 2025Q1: 29,337 shares; 2025Q2: 34,378 shares; 2025Q3: 52,534 shares; 2025Q4: 45,706 shares; 2026Q1: 45,463 shares 45,463 $2.34M 0.08% -243 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: 1,135 shares; 2024Q4: 1,170 shares; 2025Q1: 1,538 shares; 2025Q2: 25,115 shares; 2025Q3: 25,887 shares; 2025Q4: 25,952 shares; 2026Q1: 25,209 shares 25,209 $2.33M 0.08% -743 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 8,303 shares; 2025Q1: 8,659 shares; 2025Q2: 8,659 shares; 2025Q3: 11,920 shares; 2025Q4: 13,111 shares; 2026Q1: 14,650 shares 14,650 $2.3M 0.08% +1,539 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,568 shares 28,568 $2.3M 0.08% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,546 shares; 2025Q1: not reported; 2025Q2: 21,500 shares; 2025Q3: not reported; 2025Q4: 23,219 shares; 2026Q1: 26,981 shares 26,981 $2.29M 0.08% +3,762 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: 14,004 shares; 2024Q4: 19,420 shares; 2025Q1: 19,239 shares; 2025Q2: 31,258 shares; 2025Q3: 31,361 shares; 2025Q4: 31,500 shares; 2026Q1: 34,561 shares 34,561 $2.28M 0.08% +3,061 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 9,272 shares; 2025Q1: 10,086 shares; 2025Q2: 10,541 shares; 2025Q3: 12,365 shares; 2025Q4: 25,775 shares; 2026Q1: 16,839 shares 16,839 $2.24M 0.08% -8,936 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,640 shares; 2024Q4: 5,113 shares; 2025Q1: 5,974 shares; 2025Q2: 6,744 shares; 2025Q3: 7,288 shares; 2025Q4: 7,038 shares; 2026Q1: 7,701 shares 7,701 $2.24M 0.08% +663 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: 7,264 shares; 2024Q4: 7,778 shares; 2025Q1: 7,766 shares; 2025Q2: 6,700 shares; 2025Q3: 6,868 shares; 2025Q4: 6,908 shares; 2026Q1: 7,338 shares 7,338 $2.17M 0.07% +430 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,343 shares; 2024Q4: 11,747 shares; 2025Q1: 13,517 shares; 2025Q2: 13,948 shares; 2025Q3: 14,352 shares; 2025Q4: 14,647 shares; 2026Q1: 16,268 shares 16,268 $2.15M 0.07% +1,621 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,967 shares; 2024Q4: 4,205 shares; 2025Q1: 4,393 shares; 2025Q2: 4,518 shares; 2025Q3: 4,668 shares; 2025Q4: 4,401 shares; 2026Q1: 5,034 shares 5,034 $2.14M 0.07% +633 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,572 shares; 2024Q4: 4,397 shares; 2025Q1: 10,751 shares; 2025Q2: 10,721 shares; 2025Q3: 10,525 shares; 2025Q4: 10,288 shares; 2026Q1: 10,927 shares 10,927 $2.13M 0.07% +639 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,248 shares; 2024Q4: 17,777 shares; 2025Q1: 19,034 shares; 2025Q2: 28,016 shares; 2025Q3: 27,213 shares; 2025Q4: 26,236 shares; 2026Q1: 36,206 shares 36,206 $2.09M 0.07% +9,970 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,212 shares; 2024Q4: 25,869 shares; 2025Q1: 27,191 shares; 2025Q2: 22,729 shares; 2025Q3: 22,690 shares; 2025Q4: 21,692 shares; 2026Q1: 23,181 shares 23,181 $2.01M 0.07% +1,489 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,399 shares; 2024Q4: 6,990 shares; 2025Q1: 6,219 shares; 2025Q2: 6,502 shares; 2025Q3: 8,318 shares; 2025Q4: 8,951 shares; 2026Q1: 10,580 shares 10,580 $2.01M 0.07% +1,629 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 3,216 shares; 2025Q1: 3,444 shares; 2025Q2: 3,452 shares; 2025Q3: 3,776 shares; 2025Q4: 3,652 shares; 2026Q1: 4,608 shares 4,608 $1.99M 0.07% +956 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: not reported; 2024Q4: 1,150 shares; 2025Q1: 1,254 shares; 2025Q2: 3,165 shares; 2025Q3: 4,138 shares; 2025Q4: 3,738 shares; 2026Q1: 4,618 shares 4,618 $1.99M 0.07% +880 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,628 shares 39,628 $1.94M 0.07% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,872 shares; 2024Q4: 7,945 shares; 2025Q1: 7,699 shares; 2025Q2: 7,207 shares; 2025Q3: 6,589 shares; 2025Q4: 6,206 shares; 2026Q1: 6,137 shares 6,137 $1.93M 0.07% -69 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: 5,382 shares; 2024Q4: 5,883 shares; 2025Q1: 10,780 shares; 2025Q2: 12,653 shares; 2025Q3: 13,462 shares; 2025Q4: 13,712 shares; 2026Q1: 14,606 shares 14,606 $1.91M 0.06% +894 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: 504 shares; 2024Q4: 1,099 shares; 2025Q1: 1,357 shares; 2025Q2: 1,511 shares; 2025Q3: 1,561 shares; 2025Q4: 1,650 shares; 2026Q1: 2,470 shares 2,470 $1.91M 0.06% +820 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,529 shares; 2025Q1: 1,662 shares; 2025Q2: 1,667 shares; 2025Q3: 1,742 shares; 2025Q4: 1,722 shares; 2026Q1: 2,128 shares 2,128 $1.91M 0.06% +406 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,805 shares; 2024Q4: 3,225 shares; 2025Q1: 12,247 shares; 2025Q2: 12,184 shares; 2025Q3: 12,125 shares; 2025Q4: 12,124 shares; 2026Q1: 14,757 shares 14,757 $1.89M 0.06% +2,633 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,238 shares; 2024Q4: 8,791 shares; 2025Q1: 7,609 shares; 2025Q2: 14,147 shares; 2025Q3: 14,213 shares; 2025Q4: 14,509 shares; 2026Q1: 12,735 shares 12,735 $1.85M 0.06% -1,774 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 3,246 shares; 2025Q1: 3,924 shares; 2025Q2: 3,815 shares; 2025Q3: 3,812 shares; 2025Q4: 3,624 shares; 2026Q1: 13,477 shares 13,477 $1.85M 0.06% +9,853 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,092 shares; 2024Q4: 30,633 shares; 2025Q1: 27,770 shares; 2025Q2: 21,734 shares; 2025Q3: 22,244 shares; 2025Q4: 21,852 shares; 2026Q1: 22,998 shares 22,998 $1.8M 0.06% +1,146 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,527 shares; 2024Q4: 67,527 shares; 2025Q1: 68,527 shares; 2025Q2: 67,539 shares; 2025Q3: 67,543 shares; 2025Q4: 67,551 shares; 2026Q1: 67,909 shares 67,909 $1.8M 0.06% +358 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,688 shares; 2024Q4: 14,196 shares; 2025Q1: 20,727 shares; 2025Q2: 21,168 shares; 2025Q3: 23,018 shares; 2025Q4: 22,968 shares; 2026Q1: 24,314 shares 24,314 $1.76M 0.06% +1,346 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,715 shares; 2024Q4: 37,288 shares; 2025Q1: 39,033 shares; 2025Q2: 44,035 shares; 2025Q3: 34,533 shares; 2025Q4: 34,030 shares; 2026Q1: 42,363 shares 42,363 $1.74M 0.06% +8,333 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,198 shares; 2024Q4: 5,537 shares; 2025Q1: 6,025 shares; 2025Q2: 6,195 shares; 2025Q3: 6,334 shares; 2025Q4: 6,290 shares; 2026Q1: 7,496 shares 7,496 $1.72M 0.06% +1,206 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,165 shares; 2026Q1: 6,661 shares 6,661 $1.71M 0.06% +496 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: 10,460 shares; 2024Q4: 10,421 shares; 2025Q1: 7,859 shares; 2025Q2: 7,296 shares; 2025Q3: 7,333 shares; 2025Q4: 7,417 shares; 2026Q1: 7,028 shares 7,028 $1.71M 0.06% -389 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: 10,347 shares; 2024Q4: 10,347 shares; 2025Q1: 10,697 shares; 2025Q2: 16,597 shares; 2025Q3: 17,642 shares; 2025Q4: 18,707 shares; 2026Q1: 24,898 shares 24,898 $1.7M 0.06% +6,191 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,205 shares; 2025Q1: not reported; 2025Q2: 8,594 shares; 2025Q3: 8,161 shares; 2025Q4: 8,186 shares; 2026Q1: 8,237 shares 8,237 $1.7M 0.06% +51 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 3,028 shares; 2025Q1: 4,665 shares; 2025Q2: 4,563 shares; 2025Q3: 4,763 shares; 2025Q4: 4,713 shares; 2026Q1: 6,977 shares 6,977 $1.67M 0.06% +2,264 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: 5,249 shares; 2024Q4: 5,490 shares; 2025Q1: 7,308 shares; 2025Q2: 6,843 shares; 2025Q3: 8,062 shares; 2025Q4: 8,110 shares; 2026Q1: 9,144 shares 9,144 $1.67M 0.06% +1,034 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: 5,332 shares; 2024Q4: 5,510 shares; 2025Q1: 5,864 shares; 2025Q2: 5,773 shares; 2025Q3: 5,802 shares; 2025Q4: 6,083 shares; 2026Q1: 5,081 shares 5,081 $1.66M 0.06% -1,002 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,412 shares; 2024Q4: 11,711 shares; 2025Q1: 13,028 shares; 2025Q2: 11,503 shares; 2025Q3: 11,691 shares; 2025Q4: 11,688 shares; 2026Q1: 12,639 shares 12,639 $1.66M 0.06% +951 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,505 shares; 2024Q4: 3,805 shares; 2025Q1: 4,013 shares; 2025Q2: 3,922 shares; 2025Q3: 3,955 shares; 2025Q4: 3,854 shares; 2026Q1: 3,704 shares 3,704 $1.65M 0.06% -150 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: 6,309 shares; 2024Q4: 6,574 shares; 2025Q1: 7,909 shares; 2025Q2: 9,116 shares; 2025Q3: 9,966 shares; 2025Q4: 11,312 shares; 2026Q1: 11,101 shares 11,101 $1.6M 0.05% -211 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: 6,684 shares; 2024Q4: 6,814 shares; 2025Q1: 7,275 shares; 2025Q2: 7,000 shares; 2025Q3: 7,255 shares; 2025Q4: 6,678 shares; 2026Q1: 7,868 shares 7,868 $1.56M 0.05% +1,190 Timeline IYW 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: 11,957 shares; 2025Q2: 9,490 shares; 2025Q3: 9,506 shares; 2025Q4: 8,584 shares; 2026Q1: 8,584 shares 8,584 $1.56M 0.05% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,729 shares; 2024Q4: 9,695 shares; 2025Q1: 9,823 shares; 2025Q2: 9,509 shares; 2025Q3: 9,149 shares; 2025Q4: 10,037 shares; 2026Q1: 59,248 shares 59,248 $1.55M 0.05% +49,211 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,374 shares; 2024Q4: 7,400 shares; 2025Q1: 7,940 shares; 2025Q2: 7,262 shares; 2025Q3: 7,162 shares; 2025Q4: 8,897 shares; 2026Q1: 9,987 shares 9,987 $1.48M 0.05% +1,090 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: 942 shares; 2024Q4: 927 shares; 2025Q1: 1,880 shares; 2025Q2: 4,268 shares; 2025Q3: 4,301 shares; 2025Q4: 4,301 shares; 2026Q1: 4,141 shares 4,141 $1.48M 0.05% -160 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: 27,437 shares; 2024Q4: 26,093 shares; 2025Q1: 24,990 shares; 2025Q2: 25,310 shares; 2025Q3: 21,341 shares; 2025Q4: 19,361 shares; 2026Q1: 19,543 shares 19,543 $1.47M 0.05% +182 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 3,113 shares; 2025Q1: 3,637 shares; 2025Q2: 3,211 shares; 2025Q3: 2,965 shares; 2025Q4: 2,925 shares; 2026Q1: 3,384 shares 3,384 $1.47M 0.05% +459 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,124 shares; 2024Q4: 10,695 shares; 2025Q1: 10,854 shares; 2025Q2: 9,815 shares; 2025Q3: 8,768 shares; 2025Q4: 8,359 shares; 2026Q1: 8,489 shares 8,489 $1.47M 0.05% +130 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,580 shares; 2024Q4: 3,685 shares; 2025Q1: 4,631 shares; 2025Q2: 4,917 shares; 2025Q3: 4,651 shares; 2025Q4: 4,375 shares; 2026Q1: 4,110 shares 4,110 $1.46M 0.05% -265 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: 8,828 shares; 2024Q4: 8,881 shares; 2025Q1: 12,851 shares; 2025Q2: 10,156 shares; 2025Q3: 10,951 shares; 2025Q4: 11,679 shares; 2026Q1: 11,114 shares 11,114 $1.46M 0.05% -565 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,379 shares; 2025Q4: 2,375 shares; 2026Q1: 5,695 shares 5,695 $1.43M 0.05% +3,320 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,480 shares; 2025Q3: 12,580 shares; 2025Q4: 12,580 shares; 2026Q1: 12,580 shares 12,580 $1.41M 0.05% 0 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: 13,922 shares; 2024Q4: 11,816 shares; 2025Q1: 12,029 shares; 2025Q2: 12,540 shares; 2025Q3: 12,861 shares; 2025Q4: 11,891 shares; 2026Q1: 12,970 shares 12,970 $1.4M 0.05% +1,079 Timeline SPMD 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: 7,425 shares; 2025Q1: 12,480 shares; 2025Q2: 9,129 shares; 2025Q3: 13,407 shares; 2025Q4: 20,132 shares; 2026Q1: 23,433 shares 23,433 $1.39M 0.05% +3,301 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: 1,175 shares; 2024Q4: 1,631 shares; 2025Q1: 2,243 shares; 2025Q2: 2,182 shares; 2025Q3: 2,376 shares; 2025Q4: 2,269 shares; 2026Q1: 2,471 shares 2,471 $1.36M 0.05% +202 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,264 shares; 2024Q4: 4,297 shares; 2025Q1: 5,104 shares; 2025Q2: 5,866 shares; 2025Q3: 7,085 shares; 2025Q4: 7,573 shares; 2026Q1: 6,852 shares 6,852 $1.35M 0.05% -721 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: 28,632 shares; 2024Q4: 22,513 shares; 2025Q1: 19,145 shares; 2025Q2: 20,384 shares; 2025Q3: 19,518 shares; 2025Q4: 19,329 shares; 2026Q1: 22,926 shares 22,926 $1.35M 0.05% +3,597 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,944 shares; 2024Q4: 3,602 shares; 2025Q1: 5,389 shares; 2025Q2: 7,100 shares; 2025Q3: 8,521 shares; 2025Q4: 8,675 shares; 2026Q1: 8,801 shares 8,801 $1.34M 0.05% +126 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,439 shares; 2024Q4: 13,925 shares; 2025Q1: 15,765 shares; 2025Q2: 14,953 shares; 2025Q3: 11,863 shares; 2025Q4: 11,445 shares; 2026Q1: 12,123 shares 12,123 $1.33M 0.04% +678 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: 4,871 shares; 2024Q4: 4,614 shares; 2025Q1: 4,820 shares; 2025Q2: 4,452 shares; 2025Q3: 4,761 shares; 2025Q4: 4,645 shares; 2026Q1: 5,768 shares 5,768 $1.33M 0.04% +1,123 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,857 shares; 2024Q4: 5,066 shares; 2025Q1: 5,340 shares; 2025Q2: 5,534 shares; 2025Q3: 5,570 shares; 2025Q4: 5,055 shares; 2026Q1: 4,953 shares 4,953 $1.29M 0.04% -102 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,746 shares; 2024Q4: 13,767 shares; 2025Q1: 15,549 shares; 2025Q2: 14,707 shares; 2025Q3: 11,548 shares; 2025Q4: 11,178 shares; 2026Q1: 12,720 shares 12,720 $1.25M 0.04% +1,542 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: 3,086 shares; 2024Q4: 3,547 shares; 2025Q1: 5,173 shares; 2025Q2: 4,987 shares; 2025Q3: 4,804 shares; 2025Q4: 4,772 shares; 2026Q1: 4,981 shares 4,981 $1.25M 0.04% +209 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: 4,493 shares; 2024Q4: 5,211 shares; 2025Q1: 6,118 shares; 2025Q2: 6,712 shares; 2025Q3: 7,929 shares; 2025Q4: 6,745 shares; 2026Q1: 6,146 shares 6,146 $1.25M 0.04% -599 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 5,676 shares; 2025Q1: 8,772 shares; 2025Q2: 10,500 shares; 2025Q3: 10,512 shares; 2025Q4: 10,634 shares; 2026Q1: 11,058 shares 11,058 $1.24M 0.04% +424 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,528 shares 16,528 $1.23M 0.04% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 3,914 shares; 2025Q1: 4,077 shares; 2025Q2: 4,053 shares; 2025Q3: 4,093 shares; 2025Q4: 3,997 shares; 2026Q1: 4,218 shares 4,218 $1.23M 0.04% +221 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 3,980 shares; 2025Q1: 3,977 shares; 2025Q2: 6,202 shares; 2025Q3: 8,720 shares; 2025Q4: 10,650 shares; 2026Q1: 11,473 shares 11,473 $1.23M 0.04% +823 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,454 shares; 2024Q4: 3,531 shares; 2025Q1: 4,201 shares; 2025Q2: 4,457 shares; 2025Q3: 4,399 shares; 2025Q4: 3,577 shares; 2026Q1: 3,824 shares 3,824 $1.23M 0.04% +247 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: 2,152 shares; 2024Q4: 1,324 shares; 2025Q1: 1,738 shares; 2025Q2: 1,727 shares; 2025Q3: 1,839 shares; 2025Q4: 1,831 shares; 2026Q1: 1,796 shares 1,796 $1.23M 0.04% -35 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,408 shares; 2024Q4: 14,309 shares; 2025Q1: 14,863 shares; 2025Q2: 11,275 shares; 2025Q3: not reported; 2025Q4: 12,687 shares; 2026Q1: 15,130 shares 15,130 $1.22M 0.04% +2,443 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: 891 shares; 2025Q1: 1,607 shares; 2025Q2: 2,009 shares; 2025Q3: 2,044 shares; 2025Q4: 2,293 shares; 2026Q1: 2,557 shares 2,557 $1.21M 0.04% +264 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,271 shares; 2024Q4: 10,491 shares; 2025Q1: 12,896 shares; 2025Q2: 8,596 shares; 2025Q3: 7,682 shares; 2025Q4: 7,623 shares; 2026Q1: 6,359 shares 6,359 $1.21M 0.04% -1,264 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 594 shares; 2025Q3: 2,316 shares; 2025Q4: 2,418 shares; 2026Q1: 3,029 shares 3,029 $1.21M 0.04% +611 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,096 shares; 2024Q4: 3,069 shares; 2025Q1: 3,204 shares; 2025Q2: 3,931 shares; 2025Q3: 3,920 shares; 2025Q4: 3,861 shares; 2026Q1: 4,150 shares 4,150 $1.19M 0.04% +289 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 2,759 shares; 2025Q1: 2,625 shares; 2025Q2: 2,389 shares; 2025Q3: 2,320 shares; 2025Q4: 1,086 shares; 2026Q1: 5,474 shares 5,474 $1.18M 0.04% +4,388 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,126 shares; 2024Q4: 25,574 shares; 2025Q1: 24,770 shares; 2025Q2: 24,379 shares; 2025Q3: 25,394 shares; 2025Q4: 26,989 shares; 2026Q1: 21,898 shares 21,898 $1.16M 0.04% -5,091 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: 722 shares; 2024Q4: 846 shares; 2025Q1: 872 shares; 2025Q2: 929 shares; 2025Q3: 960 shares; 2025Q4: 1,216 shares; 2026Q1: 1,332 shares 1,332 $1.15M 0.04% +116 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: 3,281 shares; 2025Q1: 4,213 shares; 2025Q2: 2,872 shares; 2025Q3: 7,581 shares; 2025Q4: 7,174 shares; 2026Q1: 7,681 shares 7,681 $1.15M 0.04% +507 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: 20,084 shares; 2024Q4: 20,030 shares; 2025Q1: 20,323 shares; 2025Q2: 19,417 shares; 2025Q3: 19,784 shares; 2025Q4: 18,151 shares; 2026Q1: 22,107 shares 22,107 $1.15M 0.04% +3,956 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,674 shares; 2024Q4: 5,600 shares; 2025Q1: 5,619 shares; 2025Q2: 5,509 shares; 2025Q3: 5,246 shares; 2025Q4: 4,624 shares; 2026Q1: 5,477 shares 5,477 $1.14M 0.04% +853 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: 2,206 shares; 2024Q4: 2,353 shares; 2025Q1: 3,898 shares; 2025Q2: 3,925 shares; 2025Q3: 3,508 shares; 2025Q4: 3,546 shares; 2026Q1: 3,866 shares 3,866 $1.13M 0.04% +320 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,101 shares; 2024Q4: 10,191 shares; 2025Q1: 10,607 shares; 2025Q2: 11,478 shares; 2025Q3: 11,742 shares; 2025Q4: 11,512 shares; 2026Q1: 13,381 shares 13,381 $1.12M 0.04% +1,869 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,134 shares; 2024Q4: 20,257 shares; 2025Q1: 20,409 shares; 2025Q2: 19,902 shares; 2025Q3: 19,694 shares; 2025Q4: 20,119 shares; 2026Q1: 20,649 shares 20,649 $1.12M 0.04% +530 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,367 shares; 2025Q1: 1,369 shares; 2025Q2: 1,374 shares; 2025Q3: 1,387 shares; 2025Q4: 1,388 shares; 2026Q1: 1,629 shares 1,629 $1.11M 0.04% +241 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: 2,193 shares; 2024Q4: 2,191 shares; 2025Q1: 2,271 shares; 2025Q2: 2,451 shares; 2025Q3: 3,962 shares; 2025Q4: 4,545 shares; 2026Q1: 5,062 shares 5,062 $1.11M 0.04% +517 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,957 shares; 2024Q4: 11,591 shares; 2025Q1: 14,895 shares; 2025Q2: 12,498 shares; 2025Q3: 14,462 shares; 2025Q4: 14,513 shares; 2026Q1: 14,245 shares 14,245 $1.09M 0.04% -268 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,591 shares; 2024Q4: 8,146 shares; 2025Q1: 8,459 shares; 2025Q2: 8,390 shares; 2025Q3: 8,649 shares; 2025Q4: 9,020 shares; 2026Q1: 9,381 shares 9,381 $1.08M 0.04% +361 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,389 shares; 2024Q4: 4,767 shares; 2025Q1: 4,719 shares; 2025Q2: 4,240 shares; 2025Q3: 4,140 shares; 2025Q4: 4,048 shares; 2026Q1: 5,157 shares 5,157 $1.08M 0.04% +1,109 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: 2,005 shares; 2024Q4: 2,172 shares; 2025Q1: 2,602 shares; 2025Q2: 1,930 shares; 2025Q3: 1,969 shares; 2025Q4: 1,872 shares; 2026Q1: 5,425 shares 5,425 $1.07M 0.04% +3,553 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: 18,581 shares; 2024Q4: 18,758 shares; 2025Q1: 17,623 shares; 2025Q2: 16,630 shares; 2025Q3: 14,178 shares; 2025Q4: 13,571 shares; 2026Q1: 14,331 shares 14,331 $1.07M 0.04% +760 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,595 shares; 2024Q4: 4,801 shares; 2025Q1: 4,678 shares; 2025Q2: 4,875 shares; 2025Q3: 9,432 shares; 2025Q4: 6,642 shares; 2026Q1: 11,016 shares 11,016 $1.06M 0.04% +4,374 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: 2,029 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 2,177 shares; 2025Q4: 2,079 shares; 2026Q1: 2,703 shares 2,703 $1.06M 0.04% +624 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: 5,034 shares; 2025Q2: 6,285 shares; 2025Q3: 7,014 shares; 2025Q4: 7,488 shares; 2026Q1: 7,712 shares 7,712 $1.05M 0.04% +224 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: 4,727 shares; 2024Q4: 6,435 shares; 2025Q1: 7,181 shares; 2025Q2: 6,260 shares; 2025Q3: 6,100 shares; 2025Q4: 5,643 shares; 2026Q1: 6,002 shares 6,002 $1.04M 0.04% +359 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,754 shares; 2024Q4: 17,858 shares; 2025Q1: 16,413 shares; 2025Q2: 10,354 shares; 2025Q3: 10,228 shares; 2025Q4: 10,022 shares; 2026Q1: 10,698 shares 10,698 $1.04M 0.04% +676 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,140 shares; 2024Q4: 10,055 shares; 2025Q1: 10,055 shares; 2025Q2: 10,014 shares; 2025Q3: 10,008 shares; 2025Q4: 9,896 shares; 2026Q1: 10,254 shares 10,254 $1.03M 0.03% +358 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,495 shares; 2024Q4: 10,767 shares; 2025Q1: 11,575 shares; 2025Q2: 11,806 shares; 2025Q3: 12,148 shares; 2025Q4: 10,725 shares; 2026Q1: 11,858 shares 11,858 $1.01M 0.03% +1,133 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,590 shares; 2025Q1: 1,626 shares; 2025Q2: 1,624 shares; 2025Q3: 2,800 shares; 2025Q4: 3,175 shares; 2026Q1: 3,788 shares 3,788 $1.01M 0.03% +613 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,300 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 7,300 shares; 2026Q1: 7,300 shares 7,300 $1.01M 0.03% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,443 shares; 2024Q4: 15,931 shares; 2025Q1: 13,871 shares; 2025Q2: 13,604 shares; 2025Q3: 14,898 shares; 2025Q4: 14,409 shares; 2026Q1: 20,602 shares 20,602 $1.01M 0.03% +6,193 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,145 shares; 2025Q2: 2,075 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares; 2026Q1: 4,592 shares 4,592 $1M 0.03% +2,567 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,298 shares; 2025Q1: 1,415 shares; 2025Q2: 1,332 shares; 2025Q3: 3,301 shares; 2025Q4: 4,310 shares; 2026Q1: 4,462 shares 4,462 $1M 0.03% +152 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: 3,025 shares; 2024Q4: 3,546 shares; 2025Q1: 4,159 shares; 2025Q2: 4,015 shares; 2025Q3: 4,092 shares; 2025Q4: 4,025 shares; 2026Q1: 3,753 shares 3,753 $998K 0.03% -272 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: 4,766 shares; 2024Q4: 4,828 shares; 2025Q1: 4,754 shares; 2025Q2: 15,043 shares; 2025Q3: 10,392 shares; 2025Q4: 10,694 shares; 2026Q1: 10,697 shares 10,697 $995K 0.03% +3 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,184 shares; 2025Q1: 1,280 shares; 2025Q2: 1,064 shares; 2025Q3: 1,107 shares; 2025Q4: 857 shares; 2026Q1: 1,006 shares 1,006 $986K 0.03% +149 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,693 shares; 2024Q4: 11,167 shares; 2025Q1: 12,768 shares; 2025Q2: 11,637 shares; 2025Q3: 11,607 shares; 2025Q4: 11,412 shares; 2026Q1: 13,941 shares 13,941 $986K 0.03% +2,529 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,554 shares; 2024Q4: 3,639 shares; 2025Q1: 3,801 shares; 2025Q2: 3,703 shares; 2025Q3: 3,910 shares; 2025Q4: 3,938 shares; 2026Q1: 5,207 shares 5,207 $971K 0.03% +1,269 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,174 shares; 2024Q4: 2,699 shares; 2025Q1: 2,768 shares; 2025Q2: 4,248 shares; 2025Q3: 4,333 shares; 2025Q4: 4,332 shares; 2026Q1: 4,666 shares 4,666 $970K 0.03% +334 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 5,280 shares; 2025Q1: 5,199 shares; 2025Q2: 5,153 shares; 2025Q3: 5,153 shares; 2025Q4: 6,156 shares; 2026Q1: 6,280 shares 6,280 $961K 0.03% +124 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,567 shares; 2024Q4: 14,384 shares; 2025Q1: 15,456 shares; 2025Q2: 14,914 shares; 2025Q3: 15,695 shares; 2025Q4: 14,350 shares; 2026Q1: 15,655 shares 15,655 $958K 0.03% +1,305 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: 997 shares; 2024Q4: 1,227 shares; 2025Q1: 1,834 shares; 2025Q2: 1,826 shares; 2025Q3: 1,800 shares; 2025Q4: 1,714 shares; 2026Q1: 2,129 shares 2,129 $951K 0.03% +415 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,295 shares; 2024Q4: 12,986 shares; 2025Q1: 10,826 shares; 2025Q2: 14,115 shares; 2025Q3: 14,004 shares; 2025Q4: 9,897 shares; 2026Q1: 11,615 shares 11,615 $936K 0.03% +1,718 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,214 shares; 2024Q4: 5,278 shares; 2025Q1: 6,244 shares; 2025Q2: 6,555 shares; 2025Q3: 6,531 shares; 2025Q4: 6,279 shares; 2026Q1: 6,016 shares 6,016 $935K 0.03% -263 Timeline HDV 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: 3,990 shares; 2024Q4: 4,002 shares; 2025Q1: 5,041 shares; 2025Q2: 5,043 shares; 2025Q3: 5,273 shares; 2025Q4: 4,437 shares; 2026Q1: 6,882 shares 6,882 $934K 0.03% +2,445 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,340 shares; 2025Q1: 1,472 shares; 2025Q2: 1,407 shares; 2025Q3: 1,723 shares; 2025Q4: 1,596 shares; 2026Q1: 2,343 shares 2,343 $929K 0.03% +747 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: 11,547 shares; 2024Q4: 11,069 shares; 2025Q1: 12,578 shares; 2025Q2: 10,869 shares; 2025Q3: 10,840 shares; 2025Q4: 10,398 shares; 2026Q1: 12,896 shares 12,896 $926K 0.03% +2,498 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: 2,723 shares; 2025Q4: 2,617 shares; 2026Q1: 3,389 shares 3,389 $917K 0.03% +772 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: 159 shares; 2024Q4: 249 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 249 shares; 2025Q4: 253 shares; 2026Q1: 271 shares 271 $915K 0.03% +18 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,239 shares; 2024Q4: 8,761 shares; 2025Q1: 8,914 shares; 2025Q2: 10,164 shares; 2025Q3: 10,757 shares; 2025Q4: 11,763 shares; 2026Q1: 12,082 shares 12,082 $907K 0.03% +319 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 1,958 shares; 2025Q1: 2,563 shares; 2025Q2: 2,476 shares; 2025Q3: 2,644 shares; 2025Q4: 2,596 shares; 2026Q1: 2,847 shares 2,847 $894K 0.03% +251 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,003 shares; 2024Q4: 6,531 shares; 2025Q1: 7,246 shares; 2025Q2: 14,899 shares; 2025Q3: 14,924 shares; 2025Q4: 31,312 shares; 2026Q1: 19,283 shares 19,283 $885K 0.03% -12,029 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,569 shares; 2025Q1: 3,960 shares; 2025Q2: 4,244 shares; 2025Q3: 4,418 shares; 2025Q4: 5,266 shares; 2026Q1: 7,367 shares 7,367 $874K 0.03% +2,101 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 2,014 shares; 2025Q1: 2,564 shares; 2025Q2: 3,120 shares; 2025Q3: 3,113 shares; 2025Q4: 4,620 shares; 2026Q1: 5,939 shares 5,939 $866K 0.03% +1,319 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: 15,433 shares; 2024Q4: 15,317 shares; 2025Q1: 14,659 shares; 2025Q2: 16,084 shares; 2025Q3: 13,973 shares; 2025Q4: 13,767 shares; 2026Q1: 14,141 shares 14,141 $863K 0.03% +374 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: 11,745 shares; 2025Q4: 11,742 shares; 2026Q1: 12,377 shares 12,377 $856K 0.03% +635 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,173 shares; 2024Q4: 2,173 shares; 2025Q1: 2,177 shares; 2025Q2: 2,181 shares; 2025Q3: 2,091 shares; 2025Q4: 2,097 shares; 2026Q1: 2,166 shares 2,166 $854K 0.03% +69 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: 2,159 shares; 2024Q4: 2,266 shares; 2025Q1: 2,310 shares; 2025Q2: 2,262 shares; 2025Q3: 2,161 shares; 2025Q4: 2,114 shares; 2026Q1: 2,775 shares 2,775 $844K 0.03% +661 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,967 shares; 2024Q4: 3,876 shares; 2025Q1: 4,159 shares; 2025Q2: 4,180 shares; 2025Q3: 5,815 shares; 2025Q4: 5,603 shares; 2026Q1: 10,398 shares 10,398 $826K 0.03% +4,795 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: 4,070 shares; 2024Q4: 4,058 shares; 2025Q1: 4,384 shares; 2025Q2: 4,261 shares; 2025Q3: 4,175 shares; 2025Q4: 4,090 shares; 2026Q1: 3,906 shares 3,906 $825K 0.03% -184 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,692 shares; 2024Q4: 17,110 shares; 2025Q1: 16,674 shares; 2025Q2: 32,908 shares; 2025Q3: 15,755 shares; 2025Q4: 19,739 shares; 2026Q1: 19,585 shares 19,585 $816K 0.03% -154 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,503 shares; 2025Q1: 1,563 shares; 2025Q2: 1,516 shares; 2025Q3: 1,481 shares; 2025Q4: 1,376 shares; 2026Q1: 1,853 shares 1,853 $808K 0.03% +477 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,360 shares; 2025Q1: 2,461 shares; 2025Q2: 2,458 shares; 2025Q3: 3,282 shares; 2025Q4: 3,217 shares; 2026Q1: 2,936 shares 2,936 $808K 0.03% -281 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,743 shares; 2024Q4: 7,426 shares; 2025Q1: 8,521 shares; 2025Q2: 9,323 shares; 2025Q3: 12,713 shares; 2025Q4: 7,254 shares; 2026Q1: 6,826 shares 6,826 $807K 0.03% -428 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: 44,152 shares; 2024Q4: 43,321 shares; 2025Q1: 43,537 shares; 2025Q2: 45,212 shares; 2025Q3: 48,837 shares; 2025Q4: 59,951 shares; 2026Q1: 46,355 shares 46,355 $799K 0.03% -13,596 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,914 shares; 2025Q1: 1,981 shares; 2025Q2: 1,939 shares; 2025Q3: 2,079 shares; 2025Q4: 1,990 shares; 2026Q1: 2,474 shares 2,474 $799K 0.03% +484 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: 3,594 shares; 2025Q4: not reported; 2026Q1: 1,251 shares 1,251 $795K 0.03% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,525 shares; 2025Q1: 1,544 shares; 2025Q2: 1,532 shares; 2025Q3: 1,519 shares; 2025Q4: 1,470 shares; 2026Q1: 2,908 shares 2,908 $792K 0.03% +1,438 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,370 shares; 2024Q4: 13,070 shares; 2025Q1: 13,070 shares; 2025Q2: 13,070 shares; 2025Q3: 13,070 shares; 2025Q4: 13,070 shares; 2026Q1: 10,412 shares 10,412 $777K 0.03% -2,658 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,910 shares; 2025Q1: 1,916 shares; 2025Q2: 1,921 shares; 2025Q3: 1,898 shares; 2025Q4: 1,902 shares; 2026Q1: 2,156 shares 2,156 $772K 0.03% +254 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,399 shares; 2024Q4: 5,989 shares; 2025Q1: 6,051 shares; 2025Q2: 6,024 shares; 2025Q3: 6,137 shares; 2025Q4: 6,149 shares; 2026Q1: 6,514 shares 6,514 $770K 0.03% +365 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,069 shares; 2024Q4: 3,962 shares; 2025Q1: 4,000 shares; 2025Q2: 4,148 shares; 2025Q3: 3,878 shares; 2025Q4: 3,775 shares; 2026Q1: 4,540 shares 4,540 $768K 0.03% +765 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,684 shares; 2025Q1: 9,220 shares; 2025Q2: 3,666 shares; 2025Q3: 4,646 shares; 2025Q4: 4,749 shares; 2026Q1: 6,766 shares 6,766 $765K 0.03% +2,017 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,021 shares; 2024Q4: 3,808 shares; 2025Q1: 3,829 shares; 2025Q2: 3,761 shares; 2025Q3: 3,890 shares; 2025Q4: 3,764 shares; 2026Q1: 4,504 shares 4,504 $762K 0.03% +740 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,894 shares; 2024Q4: 4,962 shares; 2025Q1: 6,151 shares; 2025Q2: 6,736 shares; 2025Q3: 6,452 shares; 2025Q4: 6,692 shares; 2026Q1: 8,320 shares 8,320 $757K 0.03% +1,628 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 2,843 shares; 2025Q1: 2,862 shares; 2025Q2: 2,741 shares; 2025Q3: 3,028 shares; 2025Q4: 2,731 shares; 2026Q1: 3,494 shares 3,494 $757K 0.03% +763 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,349 shares; 2024Q4: 3,098 shares; 2025Q1: 3,215 shares; 2025Q2: 3,126 shares; 2025Q3: 3,036 shares; 2025Q4: 2,945 shares; 2026Q1: 3,491 shares 3,491 $756K 0.03% +546 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,372 shares; 2025Q1: 8,409 shares; 2025Q2: 8,436 shares; 2025Q3: 8,477 shares; 2025Q4: 8,457 shares; 2026Q1: 11,397 shares 11,397 $746K 0.03% +2,940 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,487 shares; 2025Q4: 3,249 shares; 2026Q1: 3,336 shares 3,336 $738K 0.02% +87 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,722 shares; 2026Q1: 16,101 shares 16,101 $735K 0.02% +7,379 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,754 shares; 2024Q4: 4,837 shares; 2025Q1: 3,903 shares; 2025Q2: 3,848 shares; 2025Q3: 3,713 shares; 2025Q4: 3,637 shares; 2026Q1: 3,589 shares 3,589 $732K 0.02% -48 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 7,800 shares; 2025Q1: not reported; 2025Q2: 10,675 shares; 2025Q3: 7,040 shares; 2025Q4: not reported; 2026Q1: 25,026 shares 25,026 $729K 0.02% new 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: 669 shares; 2024Q4: 703 shares; 2025Q1: 700 shares; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 624 shares; 2026Q1: 668 shares 668 $729K 0.02% +44 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 8,168 shares; 2025Q1: 7,251 shares; 2025Q2: 7,672 shares; 2025Q3: 7,662 shares; 2025Q4: 7,505 shares; 2026Q1: 7,382 shares 7,382 $721K 0.02% -123 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: 4,617 shares; 2025Q1: 4,633 shares; 2025Q2: 4,645 shares; 2025Q3: 3,964 shares; 2025Q4: 3,974 shares; 2026Q1: 4,941 shares 4,941 $719K 0.02% +967 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,306 shares; 2024Q4: 8,135 shares; 2025Q1: 9,535 shares; 2025Q2: 9,265 shares; 2025Q3: 9,181 shares; 2025Q4: 9,320 shares; 2026Q1: 9,932 shares 9,932 $719K 0.02% +612 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,958 shares; 2025Q3: 1,749 shares; 2025Q4: 2,471 shares; 2026Q1: 3,296 shares 3,296 $716K 0.02% +825 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,085 shares; 2025Q1: 2,304 shares; 2025Q2: 2,250 shares; 2025Q3: 2,256 shares; 2025Q4: 2,117 shares; 2026Q1: 2,146 shares 2,146 $716K 0.02% +29 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,710 shares; 2024Q4: 22,458 shares; 2025Q1: 21,439 shares; 2025Q2: 14,065 shares; 2025Q3: 14,137 shares; 2025Q4: 13,878 shares; 2026Q1: 7,979 shares 7,979 $708K 0.02% -5,899 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,542 shares; 2024Q4: 7,538 shares; 2025Q1: 7,877 shares; 2025Q2: 7,745 shares; 2025Q3: 7,708 shares; 2025Q4: 7,309 shares; 2026Q1: 7,649 shares 7,649 $708K 0.02% +340 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: 2,245 shares; 2024Q4: 2,154 shares; 2025Q1: not reported; 2025Q2: 3,687 shares; 2025Q3: 3,809 shares; 2025Q4: 4,113 shares; 2026Q1: 4,300 shares 4,300 $706K 0.02% +187 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,180 shares; 2024Q4: 2,252 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,026 shares; 2025Q4: 5,966 shares; 2026Q1: 6,641 shares 6,641 $698K 0.02% +675 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 7,440 shares; 2025Q4: 7,440 shares; 2026Q1: 7,440 shares 7,440 $695K 0.02% 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: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,031 shares; 2025Q2: 2,039 shares; 2025Q3: 2,130 shares; 2025Q4: 2,134 shares; 2026Q1: 2,150 shares 2,150 $692K 0.02% +16 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: 467 shares; 2024Q4: 496 shares; 2025Q1: 520 shares; 2025Q2: 470 shares; 2025Q3: 479 shares; 2025Q4: 460 shares; 2026Q1: 596 shares 596 $691K 0.02% +136 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: 6,726 shares; 2024Q4: 6,833 shares; 2025Q1: 6,968 shares; 2025Q2: 7,106 shares; 2025Q3: 7,209 shares; 2025Q4: 6,929 shares; 2026Q1: 8,437 shares 8,437 $689K 0.02% +1,508 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,434 shares; 2024Q4: 4,514 shares; 2025Q1: 5,173 shares; 2025Q2: 5,415 shares; 2025Q3: 5,440 shares; 2025Q4: 5,267 shares; 2026Q1: 5,863 shares 5,863 $677K 0.02% +596 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,598 shares; 2025Q1: 2,604 shares; 2025Q2: 2,609 shares; 2025Q3: 2,638 shares; 2025Q4: 3,059 shares; 2026Q1: 2,654 shares 2,654 $675K 0.02% -405 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,471 shares; 2024Q4: 16,179 shares; 2025Q1: 22,923 shares; 2025Q2: 23,297 shares; 2025Q3: 22,285 shares; 2025Q4: 18,665 shares; 2026Q1: 14,924 shares 14,924 $675K 0.02% -3,741 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,530 shares; 2025Q1: 1,588 shares; 2025Q2: 1,883 shares; 2025Q3: 2,284 shares; 2025Q4: 2,221 shares; 2026Q1: 2,487 shares 2,487 $674K 0.02% +266 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 8,902 shares; 2025Q3: 18,846 shares; 2025Q4: 41,323 shares; 2026Q1: 24,578 shares 24,578 $671K 0.02% -16,745 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,663 shares; 2025Q4: 3,665 shares; 2026Q1: 5,301 shares 5,301 $667K 0.02% +1,636 Timeline HOFT HOOKER FURNISHINGS CORPORATI More: the full row for HOOKER FURNISHINGS CORPORATI Quarterly shares; oldest to 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: 51,667 shares 51,667 $665K 0.02% new 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: 757 shares; 2024Q4: 776 shares; 2025Q1: 917 shares; 2025Q2: 913 shares; 2025Q3: 908 shares; 2025Q4: 863 shares; 2026Q1: 913 shares 913 $665K 0.02% +50 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 984 shares; 2025Q1: 995 shares; 2025Q2: 901 shares; 2025Q3: 915 shares; 2025Q4: 892 shares; 2026Q1: 1,179 shares 1,179 $662K 0.02% +287 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252 shares; 2025Q3: 285 shares; 2025Q4: 316 shares; 2026Q1: 500 shares 500 $660K 0.02% +184 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,932 shares; 2024Q4: 2,563 shares; 2025Q1: 3,105 shares; 2025Q2: 3,092 shares; 2025Q3: 3,033 shares; 2025Q4: 3,140 shares; 2026Q1: 3,320 shares 3,320 $654K 0.02% +180 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,327 shares; 2025Q3: 2,357 shares; 2025Q4: 2,362 shares; 2026Q1: 927 shares 927 $651K 0.02% -1,435 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,090 shares; 2024Q4: 9,132 shares; 2025Q1: 8,986 shares; 2025Q2: 8,549 shares; 2025Q3: 8,554 shares; 2025Q4: 7,965 shares; 2026Q1: 5,366 shares 5,366 $650K 0.02% -2,599 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,187 shares; 2025Q1: 2,192 shares; 2025Q2: 1,656 shares; 2025Q3: 1,619 shares; 2025Q4: 1,554 shares; 2026Q1: 1,994 shares 1,994 $649K 0.02% +440 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,398 shares; 2024Q4: 2,170 shares; 2025Q1: 2,132 shares; 2025Q2: 2,103 shares; 2025Q3: 2,122 shares; 2025Q4: 2,121 shares; 2026Q1: 2,182 shares 2,182 $649K 0.02% +61 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: 18,519 shares; 2024Q4: 18,138 shares; 2025Q1: 19,756 shares; 2025Q2: 18,610 shares; 2025Q3: 20,408 shares; 2025Q4: 20,581 shares; 2026Q1: 23,491 shares 23,491 $645K 0.02% +2,910 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 948 shares; 2025Q1: 947 shares; 2025Q2: 946 shares; 2025Q3: 969 shares; 2025Q4: 953 shares; 2026Q1: 1,066 shares 1,066 $645K 0.02% +113 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 4,743 shares; 2025Q1: 4,748 shares; 2025Q2: 4,751 shares; 2025Q3: 4,741 shares; 2025Q4: 4,717 shares; 2026Q1: 4,841 shares 4,841 $642K 0.02% +124 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,099 shares; 2024Q4: 9,007 shares; 2025Q1: 9,220 shares; 2025Q2: 9,334 shares; 2025Q3: 9,061 shares; 2025Q4: 9,044 shares; 2026Q1: 11,340 shares 11,340 $639K 0.02% +2,296 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 2,915 shares; 2025Q1: 3,020 shares; 2025Q2: 1,605 shares; 2025Q3: 1,406 shares; 2025Q4: 1,406 shares; 2026Q1: 1,552 shares 1,552 $633K 0.02% +146 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 1,457 shares; 2025Q1: 1,827 shares; 2025Q2: 1,904 shares; 2025Q3: 2,569 shares; 2025Q4: 3,069 shares; 2026Q1: 3,326 shares 3,326 $631K 0.02% +257 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: 2,767 shares; 2024Q4: 3,916 shares; 2025Q1: 6,890 shares; 2025Q2: 6,739 shares; 2025Q3: 7,349 shares; 2025Q4: 7,182 shares; 2026Q1: 7,402 shares 7,402 $628K 0.02% +220 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,713 shares; 2025Q1: 8,408 shares; 2025Q2: 8,444 shares; 2025Q3: 8,472 shares; 2025Q4: 8,504 shares; 2026Q1: 8,607 shares 8,607 $627K 0.02% +103 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,074 shares; 2025Q1: 1,069 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 958 shares; 2026Q1: 1,153 shares 1,153 $626K 0.02% +195 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,583 shares; 2024Q4: 6,575 shares; 2025Q1: 6,595 shares; 2025Q2: 6,611 shares; 2025Q3: 6,611 shares; 2025Q4: 6,624 shares; 2026Q1: 8,911 shares 8,911 $619K 0.02% +2,287 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 854 shares; 2025Q1: 914 shares; 2025Q2: 903 shares; 2025Q3: 941 shares; 2025Q4: 876 shares; 2026Q1: 1,043 shares 1,043 $614K 0.02% +167 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,755 shares; 2024Q4: 7,701 shares; 2025Q1: 7,742 shares; 2025Q2: 8,028 shares; 2025Q3: 7,640 shares; 2025Q4: 7,750 shares; 2026Q1: 7,612 shares 7,612 $610K 0.02% -138 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,501 shares; 2024Q4: 5,424 shares; 2025Q1: 5,441 shares; 2025Q2: 5,455 shares; 2025Q3: 5,455 shares; 2025Q4: 6,155 shares; 2026Q1: 6,352 shares 6,352 $609K 0.02% +197 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 1,758 shares; 2025Q1: 2,025 shares; 2025Q2: 2,060 shares; 2025Q3: 2,060 shares; 2025Q4: 2,062 shares; 2026Q1: 2,121 shares 2,121 $608K 0.02% +59 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,138 shares 2,138 $607K 0.02% new 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: 1,270 shares; 2024Q4: 1,257 shares; 2025Q1: 1,214 shares; 2025Q2: 1,217 shares; 2025Q3: 1,170 shares; 2025Q4: 315 shares; 2026Q1: 440 shares 440 $607K 0.02% +125 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,181 shares; 2024Q4: 6,883 shares; 2025Q1: 7,824 shares; 2025Q2: 7,322 shares; 2025Q3: 6,960 shares; 2025Q4: 6,779 shares; 2026Q1: 6,677 shares 6,677 $604K 0.02% -102 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,755 shares; 2025Q2: 9,169 shares; 2025Q3: 9,169 shares; 2025Q4: 14,150 shares; 2026Q1: 12,878 shares 12,878 $602K 0.02% -1,272 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,005 shares; 2024Q4: 8,952 shares; 2025Q1: 8,983 shares; 2025Q2: 9,019 shares; 2025Q3: 9,115 shares; 2025Q4: 9,725 shares; 2026Q1: 10,154 shares 10,154 $599K 0.02% +429 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,355 shares; 2024Q4: 5,355 shares; 2025Q1: 5,270 shares; 2025Q2: 5,185 shares; 2025Q3: 4,448 shares; 2025Q4: 4,148 shares; 2026Q1: 5,604 shares 5,604 $598K 0.02% +1,456 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,430 shares; 2025Q1: 2,437 shares; 2025Q2: 2,435 shares; 2025Q3: 2,400 shares; 2025Q4: 2,405 shares; 2026Q1: 3,531 shares 3,531 $596K 0.02% +1,126 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,789 shares; 2025Q1: 1,793 shares; 2025Q2: 1,796 shares; 2025Q3: 1,796 shares; 2025Q4: 1,798 shares; 2026Q1: 1,948 shares 1,948 $592K 0.02% +150 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 2,978 shares; 2025Q1: 2,985 shares; 2025Q2: 2,990 shares; 2025Q3: 3,008 shares; 2025Q4: 2,993 shares; 2026Q1: 3,072 shares 3,072 $585K 0.02% +79 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,299 shares; 2025Q1: 1,301 shares; 2025Q2: 1,303 shares; 2025Q3: 1,310 shares; 2025Q4: 1,302 shares; 2026Q1: 1,598 shares 1,598 $581K 0.02% +296 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: not reported; 2025Q1: 2,899 shares; 2025Q2: 2,892 shares; 2025Q3: 4,230 shares; 2025Q4: 3,830 shares; 2026Q1: 4,056 shares 4,056 $581K 0.02% +226 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,489 shares; 2024Q4: 4,531 shares; 2025Q1: 4,788 shares; 2025Q2: 4,520 shares; 2025Q3: 4,522 shares; 2025Q4: 4,505 shares; 2026Q1: 5,007 shares 5,007 $580K 0.02% +502 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: 15,304 shares; 2024Q4: 14,066 shares; 2025Q1: 11,309 shares; 2025Q2: 10,221 shares; 2025Q3: 9,322 shares; 2025Q4: 9,145 shares; 2026Q1: 8,714 shares 8,714 $579K 0.02% -431 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: 4,013 shares; 2024Q4: 4,894 shares; 2025Q1: 5,006 shares; 2025Q2: 5,106 shares; 2025Q3: 4,080 shares; 2025Q4: 3,832 shares; 2026Q1: 4,539 shares 4,539 $573K 0.02% +707 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,335 shares; 2024Q4: 2,115 shares; 2025Q1: 2,169 shares; 2025Q2: 1,390 shares; 2025Q3: 1,405 shares; 2025Q4: 1,393 shares; 2026Q1: 2,084 shares 2,084 $570K 0.02% +691 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 1,591 shares; 2025Q1: 1,435 shares; 2025Q2: 1,244 shares; 2025Q3: 1,320 shares; 2025Q4: 1,356 shares; 2026Q1: 1,636 shares 1,636 $565K 0.02% +280 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: 4,088 shares; 2024Q4: 4,285 shares; 2025Q1: 4,415 shares; 2025Q2: 4,165 shares; 2025Q3: 4,068 shares; 2025Q4: 3,930 shares; 2026Q1: 4,166 shares 4,166 $563K 0.02% +236 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,198 shares; 2025Q1: 2,203 shares; 2025Q2: 2,098 shares; 2025Q3: 2,073 shares; 2025Q4: 2,377 shares; 2026Q1: 2,754 shares 2,754 $562K 0.02% +377 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 3,348 shares; 2025Q1: 3,462 shares; 2025Q2: 3,487 shares; 2025Q3: 3,385 shares; 2025Q4: 3,615 shares; 2026Q1: 4,137 shares 4,137 $560K 0.02% +522 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,268 shares; 2025Q3: 2,104 shares; 2025Q4: 2,573 shares; 2026Q1: 3,036 shares 3,036 $559K 0.02% +463 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,689 shares; 2024Q4: 20,826 shares; 2025Q1: 20,459 shares; 2025Q2: 20,041 shares; 2025Q3: 20,418 shares; 2025Q4: 19,929 shares; 2026Q1: 24,519 shares 24,519 $558K 0.02% +4,590 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,197 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,031 shares; 2025Q4: 1,032 shares; 2026Q1: 1,069 shares 1,069 $558K 0.02% +37 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY 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: 8,165 shares; 2025Q4: 11,320 shares; 2026Q1: 9,069 shares 9,069 $557K 0.02% -2,251 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,932 shares; 2026Q1: 7,307 shares 7,307 $557K 0.02% -625 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: 5,628 shares; 2024Q4: 5,576 shares; 2025Q1: 6,419 shares; 2025Q2: 6,591 shares; 2025Q3: 6,565 shares; 2025Q4: 6,276 shares; 2026Q1: 6,021 shares 6,021 $555K 0.02% -255 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN 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: 1,214 shares; 2025Q4: 1,216 shares; 2026Q1: 1,714 shares 1,714 $547K 0.02% +498 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,860 shares; 2024Q4: 5,992 shares; 2025Q1: 6,754 shares; 2025Q2: 6,766 shares; 2025Q3: 7,383 shares; 2025Q4: 15,015 shares; 2026Q1: 5,001 shares 5,001 $545K 0.02% -10,014 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,926 shares; 2025Q1: 1,913 shares; 2025Q2: 1,918 shares; 2025Q3: 1,918 shares; 2025Q4: 1,921 shares; 2026Q1: 2,701 shares 2,701 $544K 0.02% +780 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,248 shares; 2024Q4: 5,796 shares; 2025Q1: 5,915 shares; 2025Q2: 5,689 shares; 2025Q3: 5,345 shares; 2025Q4: 5,144 shares; 2026Q1: 5,494 shares 5,494 $541K 0.02% +350 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: 2,434 shares; 2024Q4: 2,483 shares; 2025Q1: 2,595 shares; 2025Q2: 2,625 shares; 2025Q3: 2,759 shares; 2025Q4: 2,645 shares; 2026Q1: 2,987 shares 2,987 $538K 0.02% +342 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,681 shares; 2025Q1: 1,728 shares; 2025Q2: 1,550 shares; 2025Q3: 1,607 shares; 2025Q4: 1,580 shares; 2026Q1: 1,762 shares 1,762 $536K 0.02% +182 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,013 shares; 2024Q4: 5,933 shares; 2025Q1: 5,948 shares; 2025Q2: 5,680 shares; 2025Q3: 5,654 shares; 2025Q4: 5,663 shares; 2026Q1: 6,328 shares 6,328 $536K 0.02% +665 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 3,646 shares; 2025Q1: 4,959 shares; 2025Q2: 4,970 shares; 2025Q3: 4,997 shares; 2025Q4: 4,981 shares; 2026Q1: 5,337 shares 5,337 $535K 0.02% +356 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,159 shares; 2024Q4: 9,083 shares; 2025Q1: 9,625 shares; 2025Q2: 9,422 shares; 2025Q3: 9,450 shares; 2025Q4: 8,551 shares; 2026Q1: 11,488 shares 11,488 $533K 0.02% +2,937 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS 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: 1,926 shares; 2025Q4: 2,758 shares; 2026Q1: 3,266 shares 3,266 $531K 0.02% +508 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,093 shares; 2025Q1: 2,206 shares; 2025Q2: 2,476 shares; 2025Q3: 3,708 shares; 2025Q4: 3,642 shares; 2026Q1: 4,439 shares 4,439 $530K 0.02% +797 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,350 shares; 2025Q1: 1,354 shares; 2025Q2: 1,358 shares; 2025Q3: 522 shares; 2025Q4: 509 shares; 2026Q1: 717 shares 717 $529K 0.02% +208 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: 2,168 shares; 2024Q4: 2,135 shares; 2025Q1: 2,022 shares; 2025Q2: 1,677 shares; 2025Q3: 2,360 shares; 2025Q4: 1,515 shares; 2026Q1: 1,496 shares 1,496 $529K 0.02% -19 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,669 shares; 2024Q4: 79,744 shares; 2025Q1: 47,329 shares; 2025Q2: 44,101 shares; 2025Q3: 47,436 shares; 2025Q4: 47,796 shares; 2026Q1: 45,689 shares 45,689 $527K 0.02% -2,107 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: 506 shares; 2024Q4: 468 shares; 2025Q1: 417 shares; 2025Q2: 392 shares; 2025Q3: 407 shares; 2025Q4: 390 shares; 2026Q1: 481 shares 481 $526K 0.02% +91 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 4,112 shares; 2025Q1: 5,813 shares; 2025Q2: 5,813 shares; 2025Q3: 5,813 shares; 2025Q4: 5,813 shares; 2026Q1: 5,768 shares 5,768 $525K 0.02% -45 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: 4,468 shares; 2024Q4: 4,468 shares; 2025Q1: 4,480 shares; 2025Q2: 4,490 shares; 2025Q3: 4,545 shares; 2025Q4: 4,553 shares; 2026Q1: 4,727 shares 4,727 $524K 0.02% +174 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 861 shares; 2025Q4: 1,173 shares; 2026Q1: 1,284 shares 1,284 $523K 0.02% +111 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,664 shares; 2024Q4: 5,664 shares; 2025Q1: 5,684 shares; 2025Q2: 5,320 shares; 2025Q3: 5,240 shares; 2025Q4: 5,254 shares; 2026Q1: 6,241 shares 6,241 $523K 0.02% +987 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,004 shares; 2025Q2: 4,014 shares; 2025Q3: 4,112 shares; 2025Q4: 4,030 shares; 2026Q1: 4,456 shares 4,456 $522K 0.02% +426 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 3,329 shares; 2025Q1: 3,579 shares; 2025Q2: 3,357 shares; 2025Q3: 3,284 shares; 2025Q4: 3,227 shares; 2026Q1: 3,588 shares 3,588 $520K 0.02% +361 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,040 shares; 2025Q1: 4,159 shares; 2025Q2: 4,190 shares; 2025Q3: 4,193 shares; 2025Q4: 4,133 shares; 2026Q1: 4,649 shares 4,649 $518K 0.02% +516 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,361 shares; 2024Q4: 6,154 shares; 2025Q1: 9,349 shares; 2025Q2: 5,147 shares; 2025Q3: 4,934 shares; 2025Q4: 4,773 shares; 2026Q1: 8,009 shares 8,009 $517K 0.02% +3,236 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 3,646 shares; 2025Q1: 3,645 shares; 2025Q2: 3,653 shares; 2025Q3: 3,686 shares; 2025Q4: 3,660 shares; 2026Q1: 3,767 shares 3,767 $514K 0.02% +107 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,948 shares; 2025Q4: 1,929 shares; 2026Q1: 3,643 shares 3,643 $514K 0.02% +1,714 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 3,290 shares; 2025Q1: 3,175 shares; 2025Q2: 3,190 shares; 2025Q3: 3,182 shares; 2025Q4: 3,178 shares; 2026Q1: 5,427 shares 5,427 $507K 0.02% +2,249 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 745 shares; 2025Q1: 749 shares; 2025Q2: 748 shares; 2025Q3: 730 shares; 2025Q4: 690 shares; 2026Q1: 929 shares 929 $501K 0.02% +239 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,365 shares; 2024Q4: 8,480 shares; 2025Q1: 8,658 shares; 2025Q2: 9,719 shares; 2025Q3: 9,403 shares; 2025Q4: 9,346 shares; 2026Q1: 10,893 shares 10,893 $499K 0.02% +1,547 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,367 shares; 2026Q1: 4,321 shares 4,321 $499K 0.02% -46 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: 1,911 shares; 2025Q1: 1,916 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,923 shares; 2026Q1: 1,997 shares 1,997 $497K 0.02% +74 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,805 shares; 2024Q4: 4,762 shares; 2025Q1: 4,637 shares; 2025Q2: 4,437 shares; 2025Q3: 4,447 shares; 2025Q4: 4,443 shares; 2026Q1: 4,994 shares 4,994 $496K 0.02% +551 Timeline JBL JABIL INC More: the full row for JABIL 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: 1,261 shares; 2025Q3: 1,149 shares; 2025Q4: 1,106 shares; 2026Q1: 1,868 shares 1,868 $496K 0.02% +762 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,612 shares; 2024Q4: 3,603 shares; 2025Q1: 3,644 shares; 2025Q2: 14,616 shares; 2025Q3: 8,122 shares; 2025Q4: 8,287 shares; 2026Q1: 7,391 shares 7,391 $496K 0.02% -896 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,921 shares; 2024Q4: 7,921 shares; 2025Q1: 7,947 shares; 2025Q2: 7,918 shares; 2025Q3: 7,918 shares; 2025Q4: 7,939 shares; 2026Q1: 8,339 shares 8,339 $495K 0.02% +400 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,296 shares; 2024Q4: 4,296 shares; 2025Q1: 4,311 shares; 2025Q2: 4,327 shares; 2025Q3: 4,447 shares; 2025Q4: 4,404 shares; 2026Q1: 2,077 shares 2,077 $495K 0.02% -2,327 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,572 shares; 2025Q1: 7,937 shares; 2025Q2: 7,937 shares; 2025Q3: 7,237 shares; 2025Q4: 7,237 shares; 2026Q1: 8,461 shares 8,461 $495K 0.02% +1,224 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,393 shares; 2024Q4: 3,650 shares; 2025Q1: 3,781 shares; 2025Q2: 3,702 shares; 2025Q3: 3,768 shares; 2025Q4: 3,411 shares; 2026Q1: 3,891 shares 3,891 $492K 0.02% +480 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 1,673 shares; 2025Q1: 1,740 shares; 2025Q2: 1,999 shares; 2025Q3: 1,918 shares; 2025Q4: 1,918 shares; 2026Q1: 2,356 shares 2,356 $491K 0.02% +438 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,464 shares; 2025Q1: 2,469 shares; 2025Q2: 2,479 shares; 2025Q3: 2,479 shares; 2025Q4: 2,483 shares; 2026Q1: 2,971 shares 2,971 $491K 0.02% +488 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 1,229 shares; 2025Q1: 1,309 shares; 2025Q2: 1,171 shares; 2025Q3: 1,247 shares; 2025Q4: 1,228 shares; 2026Q1: 1,366 shares 1,366 $490K 0.02% +138 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,141 shares; 2024Q4: 13,260 shares; 2025Q1: 5,267 shares; 2025Q2: 4,922 shares; 2025Q3: 4,754 shares; 2025Q4: 4,581 shares; 2026Q1: 6,843 shares 6,843 $488K 0.02% +2,262 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,742 shares; 2024Q4: 4,742 shares; 2025Q1: 4,758 shares; 2025Q2: 4,777 shares; 2025Q3: 4,889 shares; 2025Q4: 4,852 shares; 2026Q1: 1,257 shares 1,257 $488K 0.02% -3,595 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: 1,082 shares; 2024Q4: 1,080 shares; 2025Q1: 1,081 shares; 2025Q2: 1,081 shares; 2025Q3: 1,101 shares; 2025Q4: 1,052 shares; 2026Q1: 1,149 shares 1,149 $488K 0.02% +97 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: 2,932 shares; 2024Q4: 16,418 shares; 2025Q1: 14,604 shares; 2025Q2: 13,940 shares; 2025Q3: 14,084 shares; 2025Q4: 14,143 shares; 2026Q1: 10,753 shares 10,753 $487K 0.02% -3,390 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,159 shares; 2024Q4: not reported; 2025Q1: 10,889 shares; 2025Q2: 10,901 shares; 2025Q3: 9,260 shares; 2025Q4: 9,278 shares; 2026Q1: 9,345 shares 9,345 $485K 0.02% +67 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,012 shares; 2024Q4: 15,012 shares; 2025Q1: 15,071 shares; 2025Q2: 15,136 shares; 2025Q3: 15,136 shares; 2025Q4: 15,166 shares; 2026Q1: 22,630 shares 22,630 $482K 0.02% +7,464 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,486 shares; 2025Q1: 7,038 shares; 2025Q2: 6,554 shares; 2025Q3: not reported; 2025Q4: 7,556 shares; 2026Q1: 7,776 shares 7,776 $481K 0.02% +220 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: 8,747 shares; 2024Q4: 9,080 shares; 2025Q1: 10,001 shares; 2025Q2: 10,534 shares; 2025Q3: 10,309 shares; 2025Q4: 9,991 shares; 2026Q1: 13,684 shares 13,684 $481K 0.02% +3,693 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,758 shares; 2025Q2: 4,139 shares; 2025Q3: 3,924 shares; 2025Q4: 4,143 shares; 2026Q1: 4,054 shares 4,054 $480K 0.02% -89 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 1,922 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,004 shares; 2026Q1: 2,087 shares 2,087 $480K 0.02% +83 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,645 shares; 2024Q4: 5,848 shares; 2025Q1: 6,691 shares; 2025Q2: 6,344 shares; 2025Q3: 6,508 shares; 2025Q4: 6,279 shares; 2026Q1: 7,350 shares 7,350 $478K 0.02% +1,071 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,727 shares; 2024Q4: 1,632 shares; 2025Q1: 1,691 shares; 2025Q2: 1,565 shares; 2025Q3: 1,496 shares; 2025Q4: 1,409 shares; 2026Q1: 1,691 shares 1,691 $477K 0.02% +282 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,136 shares; 2025Q1: 2,218 shares; 2025Q2: 1,979 shares; 2025Q3: 2,017 shares; 2025Q4: 1,979 shares; 2026Q1: 2,226 shares 2,226 $477K 0.02% +247 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,673 shares; 2025Q3: 8,509 shares; 2025Q4: 8,530 shares; 2026Q1: 11,751 shares 11,751 $476K 0.02% +3,221 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,181 shares; 2025Q1: 3,191 shares; 2025Q2: 3,124 shares; 2025Q3: 3,133 shares; 2025Q4: 3,133 shares; 2026Q1: 3,563 shares 3,563 $469K 0.02% +430 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,722 shares; 2025Q2: 4,802 shares; 2025Q3: 4,887 shares; 2025Q4: 5,786 shares; 2026Q1: 8,144 shares 8,144 $469K 0.02% +2,358 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,443 shares; 2024Q4: 5,399 shares; 2025Q1: 5,464 shares; 2025Q2: 5,394 shares; 2025Q3: 5,574 shares; 2025Q4: 5,460 shares; 2026Q1: 5,723 shares 5,723 $468K 0.02% +263 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,822 shares; 2024Q4: 14,822 shares; 2025Q1: 14,883 shares; 2025Q2: 14,933 shares; 2025Q3: 14,933 shares; 2025Q4: 14,970 shares; 2026Q1: 21,934 shares 21,934 $464K 0.02% +6,964 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,152 shares; 2025Q3: 1,107 shares; 2025Q4: 1,263 shares; 2026Q1: 1,534 shares 1,534 $464K 0.02% +271 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: 4,616 shares; 2024Q4: 5,310 shares; 2025Q1: 5,410 shares; 2025Q2: 5,548 shares; 2025Q3: 5,365 shares; 2025Q4: 5,268 shares; 2026Q1: 6,813 shares 6,813 $463K 0.02% +1,545 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,395 shares; 2024Q4: 12,928 shares; 2025Q1: 9,999 shares; 2025Q2: 9,708 shares; 2025Q3: 10,567 shares; 2025Q4: 9,534 shares; 2026Q1: 12,973 shares 12,973 $463K 0.02% +3,439 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 3,039 shares; 2025Q1: 3,010 shares; 2025Q2: 3,024 shares; 2025Q3: 3,063 shares; 2025Q4: 3,070 shares; 2026Q1: 3,435 shares 3,435 $463K 0.02% +365 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,654 shares; 2024Q4: 10,624 shares; 2025Q1: 11,671 shares; 2025Q2: 4,772 shares; 2025Q3: 5,093 shares; 2025Q4: 5,378 shares; 2026Q1: 5,306 shares 5,306 $461K 0.02% -72 Timeline SPYM 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: not reported; 2025Q4: 4,539 shares; 2026Q1: 6,014 shares 6,014 $460K 0.02% +1,475 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 532 shares; 2025Q1: 530 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 730 shares; 2026Q1: 993 shares 993 $460K 0.02% +263 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: 3,627 shares; 2025Q4: 3,637 shares; 2026Q1: 3,810 shares 3,810 $459K 0.02% +173 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: 1,222 shares; 2024Q4: 1,222 shares; 2025Q1: 1,225 shares; 2025Q2: 1,228 shares; 2025Q3: 1,249 shares; 2025Q4: 1,233 shares; 2026Q1: 1,536 shares 1,536 $459K 0.02% +303 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: 4,970 shares; 2025Q1: 5,296 shares; 2025Q2: 6,153 shares; 2025Q3: 6,732 shares; 2025Q4: 6,609 shares; 2026Q1: 6,304 shares 6,304 $458K 0.02% -305 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 861 shares; 2025Q1: 791 shares; 2025Q2: 714 shares; 2025Q3: 772 shares; 2025Q4: 764 shares; 2026Q1: 930 shares 930 $456K 0.02% +166 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,931 shares; 2024Q4: 5,931 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,701 shares; 2025Q4: 6,709 shares; 2026Q1: 6,851 shares 6,851 $454K 0.02% +142 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,306 shares; 2024Q4: 5,584 shares; 2025Q1: 5,696 shares; 2025Q2: 5,409 shares; 2025Q3: 5,278 shares; 2025Q4: 5,035 shares; 2026Q1: 5,671 shares 5,671 $454K 0.02% +636 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 2,387 shares; 2026Q1: 5,268 shares 5,268 $454K 0.02% +2,881 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,839 shares; 2024Q4: 5,839 shares; 2025Q1: 5,860 shares; 2025Q2: 5,876 shares; 2025Q3: 5,890 shares; 2025Q4: 5,889 shares; 2026Q1: 6,136 shares 6,136 $454K 0.02% +247 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 2,055 shares; 2025Q1: 2,069 shares; 2025Q2: 2,225 shares; 2025Q3: 2,226 shares; 2025Q4: 2,230 shares; 2026Q1: 2,284 shares 2,284 $453K 0.02% +54 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: 2,045 shares; 2025Q3: 2,091 shares; 2025Q4: 2,082 shares; 2026Q1: 3,799 shares 3,799 $451K 0.02% +1,717 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,689 shares; 2025Q2: 20,696 shares; 2025Q3: 21,603 shares; 2025Q4: 23,216 shares; 2026Q1: 23,327 shares 23,327 $450K 0.02% +111 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,684 shares; 2024Q4: 5,684 shares; 2025Q1: 5,704 shares; 2025Q2: 5,719 shares; 2025Q3: 5,766 shares; 2025Q4: 5,840 shares; 2026Q1: 6,137 shares 6,137 $448K 0.02% +297 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,961 shares; 2024Q4: 5,895 shares; 2025Q1: 5,904 shares; 2025Q2: 5,168 shares; 2025Q3: 5,168 shares; 2025Q4: 5,176 shares; 2026Q1: 5,228 shares 5,228 $448K 0.02% +52 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,225 shares; 2024Q4: 55,038 shares; 2025Q1: 58,219 shares; 2025Q2: 54,263 shares; 2025Q3: 54,898 shares; 2025Q4: 17,105 shares; 2026Q1: 13,940 shares 13,940 $446K 0.02% -3,165 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,726 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,738 shares; 2026Q1: 1,486 shares 1,486 $441K 0.01% -252 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: 6,446 shares; 2024Q4: 6,642 shares; 2025Q1: 7,641 shares; 2025Q2: 7,491 shares; 2025Q3: 7,379 shares; 2025Q4: 7,160 shares; 2026Q1: 9,476 shares 9,476 $440K 0.01% +2,316 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,312 shares; 2024Q4: 6,187 shares; 2025Q1: 6,209 shares; 2025Q2: 9,364 shares; 2025Q3: 9,367 shares; 2025Q4: 7,826 shares; 2026Q1: 6,466 shares 6,466 $439K 0.01% -1,360 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,497 shares; 2025Q1: 2,501 shares; 2025Q2: 2,476 shares; 2025Q3: 2,465 shares; 2025Q4: 2,416 shares; 2026Q1: 2,438 shares 2,438 $439K 0.01% +22 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,270 shares; 2025Q4: 5,519 shares; 2026Q1: 6,307 shares 6,307 $437K 0.01% +788 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: 1,300 shares; 2024Q4: 1,250 shares; 2025Q1: 1,253 shares; 2025Q2: 1,257 shares; 2025Q3: 1,232 shares; 2025Q4: 1,232 shares; 2026Q1: 1,330 shares 1,330 $437K 0.01% +98 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 4,248 shares; 2025Q1: 4,612 shares; 2025Q2: 4,580 shares; 2025Q3: 5,113 shares; 2025Q4: 4,936 shares; 2026Q1: 5,390 shares 5,390 $436K 0.01% +454 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,525 shares; 2024Q4: 3,525 shares; 2025Q1: 3,536 shares; 2025Q2: 3,545 shares; 2025Q3: 3,574 shares; 2025Q4: 3,552 shares; 2026Q1: 5,902 shares 5,902 $436K 0.01% +2,350 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,140 shares; 2024Q4: 9,041 shares; 2025Q1: 9,067 shares; 2025Q2: 8,610 shares; 2025Q3: 8,644 shares; 2025Q4: 8,624 shares; 2026Q1: 14,448 shares 14,448 $435K 0.01% +5,824 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,616 shares; 2024Q4: 4,327 shares; 2025Q1: 3,702 shares; 2025Q2: 3,502 shares; 2025Q3: 3,613 shares; 2025Q4: 3,530 shares; 2026Q1: 3,841 shares 3,841 $435K 0.01% +311 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: 2,426 shares; 2024Q4: 3,433 shares; 2025Q1: 3,916 shares; 2025Q2: 3,425 shares; 2025Q3: 3,386 shares; 2025Q4: 3,808 shares; 2026Q1: 3,678 shares 3,678 $433K 0.01% -130 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,839 shares; 2024Q4: 8,094 shares; 2025Q1: 8,795 shares; 2025Q2: 8,776 shares; 2025Q3: 11,424 shares; 2025Q4: 11,605 shares; 2026Q1: 16,378 shares 16,378 $431K 0.01% +4,773 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,458 shares; 2025Q4: 2,531 shares; 2026Q1: 3,632 shares 3,632 $429K 0.01% +1,101 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 6,865 shares; 2025Q1: 6,569 shares; 2025Q2: 6,545 shares; 2025Q3: 5,380 shares; 2025Q4: 4,458 shares; 2026Q1: 5,254 shares 5,254 $427K 0.01% +796 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 434 shares; 2025Q1: 591 shares; 2025Q2: 638 shares; 2025Q3: 638 shares; 2025Q4: 839 shares; 2026Q1: 864 shares 864 $427K 0.01% +25 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,419 shares; 2025Q3: 5,819 shares; 2025Q4: 5,830 shares; 2026Q1: 6,035 shares 6,035 $426K 0.01% +205 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,374 shares; 2025Q2: 2,530 shares; 2025Q3: 2,639 shares; 2025Q4: 2,497 shares; 2026Q1: 2,783 shares 2,783 $418K 0.01% +286 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,729 shares; 2024Q4: 20,670 shares; 2025Q1: 22,268 shares; 2025Q2: 22,811 shares; 2025Q3: 22,987 shares; 2025Q4: 22,419 shares; 2026Q1: 25,403 shares 25,403 $417K 0.01% +2,984 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 5,076 shares; 2025Q1: 5,910 shares; 2025Q2: 5,885 shares; 2025Q3: 4,236 shares; 2025Q4: 3,968 shares; 2026Q1: 4,319 shares 4,319 $415K 0.01% +351 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,049 shares; 2024Q4: 2,346 shares; 2025Q1: 2,759 shares; 2025Q2: 2,828 shares; 2025Q3: 2,874 shares; 2025Q4: 2,821 shares; 2026Q1: 2,680 shares 2,680 $409K 0.01% -141 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 4,590 shares; 2025Q1: 4,384 shares; 2025Q2: 4,173 shares; 2025Q3: 4,175 shares; 2025Q4: 4,186 shares; 2026Q1: 4,377 shares 4,377 $406K 0.01% +191 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,999 shares; 2024Q4: 4,927 shares; 2025Q1: 4,940 shares; 2025Q2: 4,654 shares; 2025Q3: 4,655 shares; 2025Q4: 4,662 shares; 2026Q1: 4,872 shares 4,872 $402K 0.01% +210 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,681 shares; 2025Q3: 1,681 shares; 2025Q4: 1,684 shares; 2026Q1: 1,759 shares 1,759 $402K 0.01% +75 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,570 shares; 2026Q1: 4,401 shares 4,401 $400K 0.01% +831 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: 8,981 shares; 2024Q4: 8,981 shares; 2025Q1: 9,015 shares; 2025Q2: 8,952 shares; 2025Q3: 9,064 shares; 2025Q4: 8,973 shares; 2026Q1: 9,362 shares 9,362 $397K 0.01% +389 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,380 shares; 2025Q4: 5,344 shares; 2026Q1: 5,737 shares 5,737 $397K 0.01% +393 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,660 shares; 2025Q1: not reported; 2025Q2: 1,669 shares; 2025Q3: 1,693 shares; 2025Q4: 1,672 shares; 2026Q1: 1,786 shares 1,786 $397K 0.01% +114 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,588 shares; 2025Q2: 4,457 shares; 2025Q3: 4,457 shares; 2025Q4: 4,461 shares; 2026Q1: 4,518 shares 4,518 $397K 0.01% +57 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,083 shares; 2025Q1: 3,141 shares; 2025Q2: 2,405 shares; 2025Q3: 2,405 shares; 2025Q4: 2,405 shares; 2026Q1: 2,290 shares 2,290 $396K 0.01% -115 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 4,421 shares; 2025Q1: 5,559 shares; 2025Q2: 5,340 shares; 2025Q3: 5,270 shares; 2025Q4: 5,170 shares; 2026Q1: 5,095 shares 5,095 $395K 0.01% -75 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: 7,494 shares; 2024Q4: 10,255 shares; 2025Q1: 4,883 shares; 2025Q2: 5,493 shares; 2025Q3: 5,143 shares; 2025Q4: 4,977 shares; 2026Q1: 5,378 shares 5,378 $394K 0.01% +401 Timeline