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: restricted; 2024Q4: 5,770,716 shares; 2025Q1: 5,842,083 shares; 2025Q2: 6,207,939 shares; 2025Q3: 5,906,356 shares; 2025Q4: 5,983,534 shares; 2026Q1: 5,928,034 shares 5,928,034 $549M 11.57% -55,500 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: restricted; 2024Q4: 2,570,252 shares; 2025Q1: 2,621,658 shares; 2025Q2: 2,618,967 shares; 2025Q3: 2,698,999 shares; 2025Q4: 2,732,375 shares; 2026Q1: 2,666,348 shares 2,666,348 $389M 8.18% -66,027 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: restricted; 2024Q4: 1,791,302 shares; 2025Q1: 1,718,557 shares; 2025Q2: 1,486,571 shares; 2025Q3: 1,697,745 shares; 2025Q4: 1,745,634 shares; 2026Q1: 1,534,093 shares 1,534,093 $197M 4.14% -211,541 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,290,042 shares; 2025Q1: 10,625,620 shares; 2025Q2: 9,926,346 shares; 2025Q3: 715,653 shares; 2025Q4: 692,093 shares; 2026Q1: 1,875,166 shares 1,875,166 $186M 3.92% +1,183,073 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: restricted; 2024Q4: 8,275,944 shares; 2025Q1: 2,039,332 shares; 2025Q2: 1,880,108 shares; 2025Q3: 1,850,401 shares; 2025Q4: 1,892,363 shares; 2026Q1: 2,018,049 shares 2,018,049 $183M 3.85% +125,686 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: restricted; 2024Q4: 603,176 shares; 2025Q1: 615,166 shares; 2025Q2: 621,827 shares; 2025Q3: 642,083 shares; 2025Q4: 646,364 shares; 2026Q1: 642,203 shares 642,203 $163M 3.43% -4,161 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,507 shares; 2025Q1: 78,874 shares; 2025Q2: 79,132 shares; 2025Q3: 78,633 shares; 2025Q4: 78,462 shares; 2026Q1: 76,638 shares 76,638 $144M 3.04% -1,824 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: restricted; 2024Q4: 5,046,206 shares; 2025Q1: 4,908,369 shares; 2025Q2: 4,817,814 shares; 2025Q3: 4,577,231 shares; 2025Q4: 4,550,074 shares; 2026Q1: 4,522,656 shares 4,522,656 $125M 2.64% -27,418 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: restricted; 2024Q4: 467,647 shares; 2025Q1: 508,924 shares; 2025Q2: 635,711 shares; 2025Q3: 672,752 shares; 2025Q4: 685,582 shares; 2026Q1: 702,702 shares 702,702 $123M 2.58% +17,120 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,790,191 shares; 2025Q2: 2,856,366 shares; 2025Q3: 3,428,196 shares; 2025Q4: 3,477,147 shares; 2026Q1: 3,207,835 shares 3,207,835 $108M 2.27% -269,312 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166,582 shares; 2025Q1: 165,413 shares; 2025Q2: 167,650 shares; 2025Q3: 162,717 shares; 2025Q4: 162,015 shares; 2026Q1: 160,514 shares 160,514 $105M 2.21% -1,501 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: restricted; 2024Q4: 242,857 shares; 2025Q1: 247,070 shares; 2025Q2: 278,557 shares; 2025Q3: 278,464 shares; 2025Q4: 253,794 shares; 2026Q1: 256,556 shares 256,556 $95M 2% +2,762 Timeline TLH 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: restricted; 2024Q4: 709,967 shares; 2025Q1: 728,979 shares; 2025Q2: 636,501 shares; 2025Q3: 15,077 shares; 2025Q4: 7,549 shares; 2026Q1: 942,313 shares 942,313 $94.9M 2% +934,764 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: restricted; 2024Q4: 244,542 shares; 2025Q1: 244,827 shares; 2025Q2: 271,849 shares; 2025Q3: 283,865 shares; 2025Q4: 298,758 shares; 2026Q1: 303,862 shares 303,862 $63.3M 1.33% +5,104 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: restricted; 2024Q4: 143,330 shares; 2025Q1: 147,148 shares; 2025Q2: 180,648 shares; 2025Q3: 182,353 shares; 2025Q4: 183,259 shares; 2026Q1: 186,070 shares 186,070 $53.4M 1.12% +2,811 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: restricted; 2024Q4: 164,651 shares; 2025Q1: 135,283 shares; 2025Q2: 140,987 shares; 2025Q3: 147,839 shares; 2025Q4: 151,462 shares; 2026Q1: 149,012 shares 149,012 $46.1M 0.97% -2,450 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 475,392 shares; 2025Q3: 444,857 shares; 2025Q4: 453,086 shares; 2026Q1: 410,476 shares 410,476 $45.3M 0.96% -42,610 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: restricted; 2024Q4: 139,626 shares; 2025Q1: 134,313 shares; 2025Q2: 143,298 shares; 2025Q3: 143,955 shares; 2025Q4: 148,792 shares; 2026Q1: 152,331 shares 152,331 $44.8M 0.94% +3,539 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: restricted; 2024Q4: 677,869 shares; 2025Q1: 719,632 shares; 2025Q2: 692,766 shares; 2025Q3: 610,003 shares; 2025Q4: 610,859 shares; 2026Q1: 593,577 shares 593,577 $41.4M 0.87% -17,282 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: restricted; 2024Q4: 54,414 shares; 2025Q1: 56,439 shares; 2025Q2: 70,083 shares; 2025Q3: 70,293 shares; 2025Q4: 70,086 shares; 2026Q1: 72,291 shares 72,291 $41.4M 0.87% +2,205 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: restricted; 2024Q4: 242,062 shares; 2025Q1: 246,947 shares; 2025Q2: 262,848 shares; 2025Q3: 197,663 shares; 2025Q4: 245,272 shares; 2026Q1: 242,411 shares 242,411 $41.1M 0.87% -2,861 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: restricted; 2024Q4: 177,136 shares; 2025Q1: 174,903 shares; 2025Q2: 213,136 shares; 2025Q3: 129,459 shares; 2025Q4: 129,583 shares; 2026Q1: 128,497 shares 128,497 $37M 0.78% -1,086 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,577 shares; 2025Q1: 30,833 shares; 2025Q2: 33,356 shares; 2025Q3: 594,111 shares; 2025Q4: 611,269 shares; 2026Q1: 609,855 shares 609,855 $30.4M 0.64% -1,414 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: restricted; 2024Q4: 63,610 shares; 2025Q1: 50,359 shares; 2025Q2: 63,113 shares; 2025Q3: 70,084 shares; 2025Q4: 78,359 shares; 2026Q1: 79,730 shares 79,730 $29.6M 0.62% +1,371 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: restricted; 2024Q4: 58,209 shares; 2025Q1: 62,146 shares; 2025Q2: 77,417 shares; 2025Q3: 82,465 shares; 2025Q4: 81,584 shares; 2026Q1: 83,665 shares 83,665 $28.6M 0.6% +2,081 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: restricted; 2024Q4: 46,774 shares; 2025Q1: 46,860 shares; 2025Q2: 47,305 shares; 2025Q3: 49,191 shares; 2025Q4: 48,267 shares; 2026Q1: 47,612 shares 47,612 $28.5M 0.6% -655 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: restricted; 2024Q4: 81,708 shares; 2025Q1: 219,994 shares; 2025Q2: 290,673 shares; 2025Q3: 342,677 shares; 2025Q4: 337,943 shares; 2026Q1: 419,035 shares 419,035 $27.7M 0.58% +81,092 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: restricted; 2024Q4: 60,319 shares; 2025Q1: 63,094 shares; 2025Q2: 62,127 shares; 2025Q3: 60,120 shares; 2025Q4: 60,180 shares; 2026Q1: 64,606 shares 64,606 $27.5M 0.58% +4,426 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: restricted; 2024Q4: 13,494 shares; 2025Q1: 13,731 shares; 2025Q2: 15,513 shares; 2025Q3: 24,634 shares; 2025Q4: 29,303 shares; 2026Q1: 29,947 shares 29,947 $27.5M 0.58% +644 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $27.3M 0.57% 0 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: restricted; 2024Q4: 63,574 shares; 2025Q1: 64,958 shares; 2025Q2: 80,851 shares; 2025Q3: 79,825 shares; 2025Q4: 82,110 shares; 2026Q1: 81,860 shares 81,860 $24.7M 0.52% -250 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: restricted; 2024Q4: 82,488 shares; 2025Q1: 121,902 shares; 2025Q2: 130,025 shares; 2025Q3: 140,433 shares; 2025Q4: 111,163 shares; 2026Q1: 113,479 shares 113,479 $24.2M 0.51% +2,316 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: restricted; 2024Q4: 81,333 shares; 2025Q1: 88,382 shares; 2025Q2: 99,587 shares; 2025Q3: 96,574 shares; 2025Q4: 98,162 shares; 2026Q1: 183,947 shares 183,947 $24.1M 0.51% +85,785 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: restricted; 2024Q4: 18,635 shares; 2025Q1: 18,679 shares; 2025Q2: 25,152 shares; 2025Q3: 23,322 shares; 2025Q4: 232,213 shares; 2026Q1: 233,856 shares 233,856 $22.5M 0.47% +1,643 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,639,378 shares; 2025Q1: 2,724,033 shares; 2025Q2: 2,792,238 shares; 2025Q3: 267,338 shares; 2025Q4: 219,281 shares; 2026Q1: 204,025 shares 204,025 $21.7M 0.46% -15,256 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: restricted; 2024Q4: 280,826 shares; 2025Q1: 283,674 shares; 2025Q2: 278,986 shares; 2025Q3: 282,216 shares; 2025Q4: 292,509 shares; 2026Q1: 274,131 shares 274,131 $21.3M 0.45% -18,378 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 304,681 shares; 2025Q1: 304,681 shares; 2025Q2: 349,227 shares; 2025Q3: 349,377 shares; 2025Q4: 360,027 shares; 2026Q1: 391,976 shares 391,976 $20.6M 0.43% +31,949 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: restricted; 2024Q4: 134,488 shares; 2025Q1: 139,038 shares; 2025Q2: 156,874 shares; 2025Q3: 127,246 shares; 2025Q4: 138,827 shares; 2026Q1: 138,290 shares 138,290 $20M 0.42% -537 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 384,056 shares 384,056 $19.5M 0.41% new 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: restricted; 2024Q4: 50,389 shares; 2025Q1: 40,939 shares; 2025Q2: 51,752 shares; 2025Q3: 53,521 shares; 2025Q4: 54,471 shares; 2026Q1: 54,016 shares 54,016 $19.3M 0.41% -455 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: restricted; 2024Q4: 93,462 shares; 2025Q1: 93,138 shares; 2025Q2: 94,587 shares; 2025Q3: 93,716 shares; 2025Q4: 93,777 shares; 2026Q1: 92,391 shares 92,391 $19.1M 0.4% -1,386 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: restricted; 2024Q4: 78,074 shares; 2025Q1: 75,803 shares; 2025Q2: 56,870 shares; 2025Q3: 55,126 shares; 2025Q4: 34,621 shares; 2026Q1: 39,335 shares 39,335 $18.8M 0.4% +4,714 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: restricted; 2024Q4: 564,447 shares; 2025Q1: 493,519 shares; 2025Q2: 535,421 shares; 2025Q3: 388,128 shares; 2025Q4: 385,051 shares; 2026Q1: 561,544 shares 561,544 $18.8M 0.4% +176,493 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: restricted; 2024Q4: 182,611 shares; 2025Q1: 190,778 shares; 2025Q2: 245,298 shares; 2025Q3: 238,422 shares; 2025Q4: 245,473 shares; 2026Q1: 247,379 shares 247,379 $18.8M 0.4% +1,906 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: restricted; 2024Q4: 50,297 shares; 2025Q1: 51,129 shares; 2025Q2: 61,695 shares; 2025Q3: 74,323 shares; 2025Q4: 75,193 shares; 2026Q1: 76,437 shares 76,437 $18.5M 0.39% +1,244 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: restricted; 2024Q4: 541,920 shares; 2025Q1: 567,715 shares; 2025Q2: 646,092 shares; 2025Q3: 690,344 shares; 2025Q4: 707,799 shares; 2026Q1: 708,997 shares 708,997 $18.5M 0.39% +1,198 Timeline GVI 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: restricted; 2024Q4: 179,276 shares; 2025Q1: 177,622 shares; 2025Q2: 175,914 shares; 2025Q3: 163,744 shares; 2025Q4: 163,027 shares; 2026Q1: 169,482 shares 169,482 $18.1M 0.38% +6,455 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,754 shares; 2025Q3: 126,079 shares; 2025Q4: 127,467 shares; 2026Q1: 210,622 shares 210,622 $17.3M 0.36% +83,155 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 740,088 shares 740,088 $16.6M 0.35% new Timeline VTWO 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: restricted; 2024Q4: 697,817 shares; 2025Q1: 729,890 shares; 2025Q2: 190,547 shares; 2025Q3: 165,973 shares; 2025Q4: 169,324 shares; 2026Q1: 162,705 shares 162,705 $16.3M 0.34% -6,619 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: restricted; 2024Q4: 87,939 shares; 2025Q1: 90,833 shares; 2025Q2: 113,328 shares; 2025Q3: 123,124 shares; 2025Q4: 124,287 shares; 2026Q1: 122,537 shares 122,537 $16.2M 0.34% -1,750 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: restricted; 2024Q4: 40,625 shares; 2025Q1: 40,021 shares; 2025Q2: 47,558 shares; 2025Q3: 50,610 shares; 2025Q4: 51,506 shares; 2026Q1: 50,489 shares 50,489 $16.1M 0.34% -1,017 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: restricted; 2024Q4: 154,752 shares; 2025Q1: 149,466 shares; 2025Q2: 164,390 shares; 2025Q3: 171,947 shares; 2025Q4: 174,268 shares; 2026Q1: 164,985 shares 164,985 $16M 0.34% -9,283 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,599 shares; 2025Q1: 66,271 shares; 2025Q2: 72,711 shares; 2025Q3: 175,885 shares; 2025Q4: 176,419 shares; 2026Q1: 177,841 shares 177,841 $16M 0.34% +1,422 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,089 shares; 2025Q1: 33,794 shares; 2025Q2: 38,736 shares; 2025Q3: 40,140 shares; 2025Q4: 42,011 shares; 2026Q1: 42,784 shares 42,784 $15.5M 0.33% +773 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: restricted; 2024Q4: 199,741 shares; 2025Q1: 212,079 shares; 2025Q2: 170,133 shares; 2025Q3: 198,314 shares; 2025Q4: 201,370 shares; 2026Q1: 197,137 shares 197,137 $15.5M 0.33% -4,233 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: restricted; 2024Q4: 69,705 shares; 2025Q1: 69,427 shares; 2025Q2: 69,353 shares; 2025Q3: 70,029 shares; 2025Q4: 70,588 shares; 2026Q1: 72,205 shares 72,205 $15.4M 0.32% +1,617 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 383,195 shares 383,195 $15.2M 0.32% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 197,557 shares; 2025Q1: 187,126 shares; 2025Q2: 342,788 shares; 2025Q3: 314,515 shares; 2025Q4: 308,566 shares; 2026Q1: 311,906 shares 311,906 $15.2M 0.32% +3,340 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: restricted; 2024Q4: 14,120 shares; 2025Q1: 14,536 shares; 2025Q2: 19,851 shares; 2025Q3: 20,528 shares; 2025Q4: 28,894 shares; 2026Q1: 26,221 shares 26,221 $14.7M 0.31% -2,673 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: restricted; 2024Q4: 41,727 shares; 2025Q1: 43,135 shares; 2025Q2: 51,830 shares; 2025Q3: 48,123 shares; 2025Q4: 49,146 shares; 2026Q1: 49,689 shares 49,689 $14.7M 0.31% +543 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: restricted; 2024Q4: 77,999 shares; 2025Q1: 81,108 shares; 2025Q2: 93,053 shares; 2025Q3: 92,045 shares; 2025Q4: 91,419 shares; 2026Q1: 92,550 shares 92,550 $14.4M 0.3% +1,131 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: restricted; 2024Q4: 62 shares; 2025Q1: 1,882 shares; 2025Q2: 2,603 shares; 2025Q3: 2,691 shares; 2025Q4: 3,384 shares; 2026Q1: 3,408 shares 3,408 $14.3M 0.3% +24 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 241,620 shares; 2025Q4: 282,452 shares; 2026Q1: 286,476 shares 286,476 $14M 0.3% +4,024 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,289 shares; 2025Q1: 102,846 shares; 2025Q2: 125,889 shares; 2025Q3: 118,146 shares; 2025Q4: 257,404 shares; 2026Q1: 343,504 shares 343,504 $13.9M 0.29% +86,100 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: restricted; 2024Q4: 70,744 shares; 2025Q1: 72,132 shares; 2025Q2: 60,682 shares; 2025Q3: 57,328 shares; 2025Q4: 55,752 shares; 2026Q1: 56,542 shares 56,542 $13.8M 0.29% +790 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: restricted; 2024Q4: 2,010 shares; 2025Q1: 31,180 shares; 2025Q2: 23,706 shares; 2025Q3: 97,896 shares; 2025Q4: 99,832 shares; 2026Q1: 102,047 shares 102,047 $13.5M 0.28% +2,215 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: restricted; 2024Q4: 123,477 shares; 2025Q1: 117,508 shares; 2025Q2: 105,637 shares; 2025Q3: 101,744 shares; 2025Q4: 103,145 shares; 2026Q1: 107,046 shares 107,046 $13.3M 0.28% +3,901 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: restricted; 2024Q4: 54,518 shares; 2025Q1: 57,499 shares; 2025Q2: 63,717 shares; 2025Q3: 62,289 shares; 2025Q4: 63,085 shares; 2026Q1: 63,669 shares 63,669 $13.2M 0.28% +584 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: restricted; 2024Q4: 72,166 shares; 2025Q1: 70,853 shares; 2025Q2: 86,565 shares; 2025Q3: 89,004 shares; 2025Q4: 89,046 shares; 2026Q1: 88,883 shares 88,883 $13.1M 0.28% -163 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,103 shares; 2025Q3: 9,103 shares; 2025Q4: 546,491 shares; 2026Q1: 553,126 shares 553,126 $13.1M 0.28% +6,635 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: restricted; 2024Q4: not reported; 2025Q1: 57,044 shares; 2025Q2: 80,612 shares; 2025Q3: 87,483 shares; 2025Q4: 90,296 shares; 2026Q1: 88,706 shares 88,706 $13M 0.27% -1,590 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,166 shares; 2025Q4: 99,664 shares; 2026Q1: 101,344 shares 101,344 $12.8M 0.27% +1,680 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: restricted; 2024Q4: 199,122 shares; 2025Q1: 202,640 shares; 2025Q2: 208,246 shares; 2025Q3: 209,609 shares; 2025Q4: 208,064 shares; 2026Q1: 198,935 shares 198,935 $12.7M 0.27% -9,129 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: restricted; 2024Q4: 17,535 shares; 2025Q1: 18,127 shares; 2025Q2: 16,419 shares; 2025Q3: 19,812 shares; 2025Q4: 18,264 shares; 2026Q1: 19,010 shares 19,010 $12.4M 0.26% +746 Timeline PFF 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: restricted; 2024Q4: 422,887 shares; 2025Q1: 416,349 shares; 2025Q2: 413,664 shares; 2025Q3: 413,664 shares; 2025Q4: 389,946 shares; 2026Q1: 401,374 shares 401,374 $12.2M 0.26% +11,428 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: restricted; 2024Q4: 58,247 shares; 2025Q1: 59,141 shares; 2025Q2: 63,226 shares; 2025Q3: 61,599 shares; 2025Q4: 62,545 shares; 2026Q1: 35,323 shares 35,323 $11.6M 0.24% -27,222 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: restricted; 2024Q4: 15,468 shares; 2025Q1: 14,628 shares; 2025Q2: 10,512 shares; 2025Q3: 72,471 shares; 2025Q4: 74,051 shares; 2026Q1: 74,871 shares 74,871 $10.4M 0.22% +820 Timeline XPH 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: restricted; 2024Q4: 127,696 shares; 2025Q1: 128,506 shares; 2025Q2: 176,391 shares; 2025Q3: 181,429 shares; 2025Q4: 186,004 shares; 2026Q1: 187,397 shares 187,397 $10.1M 0.21% +1,393 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: restricted; 2024Q4: 33,753 shares; 2025Q1: 34,609 shares; 2025Q2: 46,135 shares; 2025Q3: 45,501 shares; 2025Q4: 45,988 shares; 2026Q1: 46,001 shares 46,001 $10.1M 0.21% +13 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,622 shares; 2025Q1: 31,453 shares; 2025Q2: 40,424 shares; 2025Q3: 54,960 shares; 2025Q4: 56,177 shares; 2026Q1: 56,277 shares 56,277 $10.1M 0.21% +100 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,563 shares; 2025Q3: 50,583 shares; 2025Q4: 47,504 shares; 2026Q1: 51,351 shares 51,351 $9.74M 0.21% +3,847 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: restricted; 2024Q4: 30,574 shares; 2025Q1: 31,851 shares; 2025Q2: 42,273 shares; 2025Q3: 41,477 shares; 2025Q4: 42,066 shares; 2026Q1: 42,384 shares 42,384 $9.74M 0.21% +318 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: restricted; 2024Q4: 15,792 shares; 2025Q1: 15,249 shares; 2025Q2: 20,476 shares; 2025Q3: 20,265 shares; 2025Q4: 20,815 shares; 2026Q1: 20,944 shares 20,944 $9.65M 0.2% +129 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 70,546 shares; 2025Q2: 90,471 shares; 2025Q3: 101,865 shares; 2025Q4: 104,142 shares; 2026Q1: 104,854 shares 104,854 $9.65M 0.2% +712 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: restricted; 2024Q4: 159,548 shares; 2025Q1: 162,125 shares; 2025Q2: 169,967 shares; 2025Q3: 171,565 shares; 2025Q4: 159,844 shares; 2026Q1: 140,682 shares 140,682 $9.5M 0.2% -19,162 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: restricted; 2024Q4: 114,796 shares; 2025Q1: 111,102 shares; 2025Q2: 81,268 shares; 2025Q3: 79,268 shares; 2025Q4: 78,357 shares; 2026Q1: 74,478 shares 74,478 $9.26M 0.2% -3,879 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: restricted; 2024Q4: 40,887 shares; 2025Q1: 40,881 shares; 2025Q2: 37,267 shares; 2025Q3: 34,834 shares; 2025Q4: 33,965 shares; 2026Q1: 42,327 shares 42,327 $9.21M 0.19% +8,362 Timeline IWL 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: restricted; 2024Q4: 60,086 shares; 2025Q1: 61,679 shares; 2025Q2: 62,014 shares; 2025Q3: 58,874 shares; 2025Q4: 56,328 shares; 2026Q1: 56,693 shares 56,693 $9.1M 0.19% +365 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,067 shares; 2025Q1: 42,616 shares; 2025Q2: 55,370 shares; 2025Q3: 56,390 shares; 2025Q4: 57,651 shares; 2026Q1: 57,716 shares 57,716 $8.98M 0.19% +65 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: restricted; 2024Q4: 46,548 shares; 2025Q1: 42,141 shares; 2025Q2: 49,919 shares; 2025Q3: 43,799 shares; 2025Q4: 45,064 shares; 2026Q1: 46,517 shares 46,517 $7.69M 0.16% +1,453 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: restricted; 2024Q4: 49,838 shares; 2025Q1: 83,216 shares; 2025Q2: 65,962 shares; 2025Q3: 61,998 shares; 2025Q4: 62,045 shares; 2026Q1: 63,208 shares 63,208 $7.6M 0.16% +1,163 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 482,840 shares 482,840 $7.59M 0.16% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 70,864 shares; 2025Q2: 100,287 shares; 2025Q3: 223,157 shares; 2025Q4: 215,485 shares; 2026Q1: 223,215 shares 223,215 $7.31M 0.15% +7,730 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: restricted; 2024Q4: 10,864 shares; 2025Q1: 7,848 shares; 2025Q2: 43,101 shares; 2025Q3: 43,380 shares; 2025Q4: 58,495 shares; 2026Q1: 61,747 shares 61,747 $7.3M 0.15% +3,252 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,473 shares; 2025Q4: 29,447 shares; 2026Q1: 40,467 shares 40,467 $7.07M 0.15% +11,020 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: restricted; 2024Q4: 31,655 shares; 2025Q1: 32,130 shares; 2025Q2: 11,253 shares; 2025Q3: 12,143 shares; 2025Q4: 13,774 shares; 2026Q1: 42,430 shares 42,430 $6.98M 0.15% +28,656 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: restricted; 2024Q4: 34,042 shares; 2025Q1: 33,254 shares; 2025Q2: 31,094 shares; 2025Q3: 32,538 shares; 2025Q4: 29,691 shares; 2026Q1: 28,140 shares 28,140 $6.98M 0.15% -1,551 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,028 shares; 2025Q1: 66,053 shares; 2025Q2: 74,002 shares; 2025Q3: 80,464 shares; 2025Q4: 77,772 shares; 2026Q1: 73,251 shares 73,251 $6.9M 0.15% -4,521 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: restricted; 2024Q4: 23,015 shares; 2025Q1: 22,079 shares; 2025Q2: 21,644 shares; 2025Q3: 21,476 shares; 2025Q4: 19,913 shares; 2026Q1: 19,581 shares 19,581 $6.43M 0.14% -332 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: restricted; 2024Q4: 12,110 shares; 2025Q1: 12,772 shares; 2025Q2: 12,168 shares; 2025Q3: 13,076 shares; 2025Q4: 21,457 shares; 2026Q1: 19,500 shares 19,500 $6.26M 0.13% -1,957 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: restricted; 2024Q4: 6,111 shares; 2025Q1: 6,111 shares; 2025Q2: 6,147 shares; 2025Q3: 6,136 shares; 2025Q4: 6,411 shares; 2026Q1: 28,824 shares 28,824 $6.2M 0.13% +22,413 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: restricted; 2024Q4: 21,053 shares; 2025Q1: 17,462 shares; 2025Q2: 21,924 shares; 2025Q3: 17,362 shares; 2025Q4: 17,403 shares; 2026Q1: 5,900 shares 5,900 $5.88M 0.12% -11,503 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,095 shares; 2025Q4: 72,738 shares; 2026Q1: 70,758 shares 70,758 $5.84M 0.12% -1,980 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: restricted; 2024Q4: 48,301 shares; 2025Q1: 26,805 shares; 2025Q2: 28,757 shares; 2025Q3: 26,064 shares; 2025Q4: 25,196 shares; 2026Q1: 23,911 shares 23,911 $5.8M 0.12% -1,285 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: restricted; 2024Q4: 166,856 shares; 2025Q1: 132,258 shares; 2025Q2: 126,403 shares; 2025Q3: 119,495 shares; 2025Q4: 112,916 shares; 2026Q1: 106,832 shares 106,832 $5.77M 0.12% -6,084 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,145 shares 71,145 $5.73M 0.12% 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: restricted; 2024Q4: 2,005 shares; 2025Q1: 16,855 shares; 2025Q2: 16,165 shares; 2025Q3: 16,603 shares; 2025Q4: 18,215 shares; 2026Q1: 17,889 shares 17,889 $5.61M 0.12% -326 Timeline FALN 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: restricted; 2024Q4: 73,795 shares; 2025Q1: 81,424 shares; 2025Q2: 81,518 shares; 2025Q3: 87,024 shares; 2025Q4: 91,853 shares; 2026Q1: 192,570 shares 192,570 $5.15M 0.11% +100,717 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: restricted; 2024Q4: 108,080 shares; 2025Q1: 108,933 shares; 2025Q2: 89,524 shares; 2025Q3: 81,579 shares; 2025Q4: 80,461 shares; 2026Q1: 84,620 shares 84,620 $5.13M 0.11% +4,159 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,430 shares; 2025Q1: 13,905 shares; 2025Q2: 13,998 shares; 2025Q3: 22,019 shares; 2025Q4: 25,263 shares; 2026Q1: 53,297 shares 53,297 $5.06M 0.11% +28,034 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: restricted; 2024Q4: 96,906 shares; 2025Q1: 55,647 shares; 2025Q2: 61,350 shares; 2025Q3: 63,131 shares; 2025Q4: 58,739 shares; 2026Q1: 51,931 shares 51,931 $5.04M 0.11% -6,808 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,511 shares 12,511 $4.98M 0.1% new 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: restricted; 2024Q4: 33,631 shares; 2025Q1: 35,564 shares; 2025Q2: 31,670 shares; 2025Q3: 30,986 shares; 2025Q4: 52,177 shares; 2026Q1: 51,381 shares 51,381 $4.95M 0.1% -796 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: restricted; 2024Q4: 47,233 shares; 2025Q1: 47,706 shares; 2025Q2: 41,863 shares; 2025Q3: 22,657 shares; 2025Q4: 21,268 shares; 2026Q1: 20,867 shares 20,867 $4.93M 0.1% -401 Timeline HYDB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,985 shares 104,985 $4.88M 0.1% new 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: restricted; 2024Q4: 60,727 shares; 2025Q1: 60,901 shares; 2025Q2: 67,896 shares; 2025Q3: 67,774 shares; 2025Q4: 24,597 shares; 2026Q1: 23,914 shares 23,914 $4.74M 0.1% -683 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: restricted; 2024Q4: 42,410 shares; 2025Q1: 43,059 shares; 2025Q2: 33,729 shares; 2025Q3: 31,950 shares; 2025Q4: 31,444 shares; 2026Q1: 31,982 shares 31,982 $4.64M 0.1% +538 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: restricted; 2024Q4: 107,182 shares; 2025Q1: 107,525 shares; 2025Q2: 110,540 shares; 2025Q3: 110,076 shares; 2025Q4: 103,178 shares; 2026Q1: 100,815 shares 100,815 $4.63M 0.1% -2,363 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150,436 shares; 2025Q1: 154,107 shares; 2025Q2: 230,644 shares; 2025Q3: 235,742 shares; 2025Q4: 224,203 shares; 2026Q1: 225,475 shares 225,475 $4.6M 0.1% +1,272 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: restricted; 2024Q4: 25,767 shares; 2025Q1: 26,733 shares; 2025Q2: 28,529 shares; 2025Q3: 30,140 shares; 2025Q4: 31,023 shares; 2026Q1: 31,004 shares 31,004 $4.59M 0.1% -19 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: restricted; 2024Q4: 40,356 shares; 2025Q1: 40,612 shares; 2025Q2: 40,725 shares; 2025Q3: 40,195 shares; 2025Q4: 32,069 shares; 2026Q1: 38,784 shares 38,784 $4.58M 0.1% +6,715 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: restricted; 2024Q4: 68,436 shares; 2025Q1: 60,441 shares; 2025Q2: 56,023 shares; 2025Q3: 53,878 shares; 2025Q4: 54,383 shares; 2026Q1: 48,638 shares 48,638 $4.52M 0.1% -5,745 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: restricted; 2024Q4: 38,520 shares; 2025Q1: 40,443 shares; 2025Q2: 47,616 shares; 2025Q3: 36,205 shares; 2025Q4: 34,342 shares; 2026Q1: 16,674 shares 16,674 $4.51M 0.1% -17,668 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: restricted; 2024Q4: 10,185 shares; 2025Q1: 10,192 shares; 2025Q2: 10,299 shares; 2025Q3: 10,185 shares; 2025Q4: 10,185 shares; 2026Q1: 10,205 shares 10,205 $4.39M 0.09% +20 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: restricted; 2024Q4: 18,418 shares; 2025Q1: 42,769 shares; 2025Q2: 38,481 shares; 2025Q3: 38,595 shares; 2025Q4: 21,683 shares; 2026Q1: 21,327 shares 21,327 $4.34M 0.09% -356 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: restricted; 2024Q4: 23,770 shares; 2025Q1: 23,204 shares; 2025Q2: 20,439 shares; 2025Q3: 19,467 shares; 2025Q4: 19,583 shares; 2026Q1: 19,131 shares 19,131 $4.32M 0.09% -452 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: restricted; 2024Q4: 5,840 shares; 2025Q1: 19,522 shares; 2025Q2: 15,261 shares; 2025Q3: 15,858 shares; 2025Q4: 31,456 shares; 2026Q1: 33,551 shares 33,551 $4.32M 0.09% +2,095 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: restricted; 2024Q4: 56,121 shares; 2025Q1: 58,492 shares; 2025Q2: 49,200 shares; 2025Q3: 44,918 shares; 2025Q4: 42,472 shares; 2026Q1: 44,711 shares 44,711 $4.32M 0.09% +2,239 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: restricted; 2024Q4: 13,992 shares; 2025Q1: 14,055 shares; 2025Q2: 13,509 shares; 2025Q3: 13,297 shares; 2025Q4: 13,189 shares; 2026Q1: 13,229 shares 13,229 $4.11M 0.09% +40 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: restricted; 2024Q4: 36,052 shares; 2025Q1: 35,686 shares; 2025Q2: 28,195 shares; 2025Q3: 26,545 shares; 2025Q4: 29,151 shares; 2026Q1: 30,942 shares 30,942 $4.05M 0.09% +1,791 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: restricted; 2024Q4: 15,427 shares; 2025Q1: 16,114 shares; 2025Q2: 16,050 shares; 2025Q3: 15,952 shares; 2025Q4: 31,729 shares; 2026Q1: 30,475 shares 30,475 $4.05M 0.09% -1,254 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,266 shares; 2026Q1: 44,676 shares 44,676 $4.04M 0.09% +3,410 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: restricted; 2024Q4: 38,884 shares; 2025Q1: 38,039 shares; 2025Q2: 31,904 shares; 2025Q3: 28,310 shares; 2025Q4: 26,668 shares; 2026Q1: 25,571 shares 25,571 $4.02M 0.08% -1,097 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,750 shares; 2025Q1: 8,725 shares; 2025Q2: 8,769 shares; 2025Q3: 7,439 shares; 2025Q4: 7,522 shares; 2026Q1: 24,757 shares 24,757 $4.01M 0.08% +17,235 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: restricted; 2024Q4: 12,071 shares; 2025Q1: 12,303 shares; 2025Q2: 12,581 shares; 2025Q3: 12,420 shares; 2025Q4: 13,290 shares; 2026Q1: 13,952 shares 13,952 $3.96M 0.08% +662 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: restricted; 2024Q4: 35,687 shares; 2025Q1: 37,113 shares; 2025Q2: 30,363 shares; 2025Q3: 27,875 shares; 2025Q4: 27,535 shares; 2026Q1: 29,156 shares 29,156 $3.94M 0.08% +1,621 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: restricted; 2024Q4: 10,682 shares; 2025Q1: 9,942 shares; 2025Q2: 9,696 shares; 2025Q3: 11,173 shares; 2025Q4: 12,211 shares; 2026Q1: 11,642 shares 11,642 $3.93M 0.08% -569 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: restricted; 2024Q4: 7,776 shares; 2025Q1: 7,811 shares; 2025Q2: 29,741 shares; 2025Q3: 25,684 shares; 2025Q4: 43,228 shares; 2026Q1: 39,492 shares 39,492 $3.89M 0.08% -3,736 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: restricted; 2024Q4: 6,314 shares; 2025Q1: 6,070 shares; 2025Q2: 6,461 shares; 2025Q3: 6,635 shares; 2025Q4: 6,478 shares; 2026Q1: 6,222 shares 6,222 $3.84M 0.08% -256 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: restricted; 2024Q4: 2,823 shares; 2025Q1: 2,887 shares; 2025Q2: 2,827 shares; 2025Q3: 3,206 shares; 2025Q4: 3,217 shares; 2026Q1: 13,158 shares 13,158 $3.78M 0.08% +9,941 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: restricted; 2024Q4: 22,101 shares; 2025Q1: 22,488 shares; 2025Q2: 25,922 shares; 2025Q3: 25,692 shares; 2025Q4: 7,148 shares; 2026Q1: 7,664 shares 7,664 $3.77M 0.08% +516 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 339,554 shares; 2025Q3: 309,227 shares; 2025Q4: 306,016 shares; 2026Q1: 271,915 shares 271,915 $3.67M 0.08% -34,101 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: restricted; 2024Q4: 4,061 shares; 2025Q1: 3,660 shares; 2025Q2: 3,333 shares; 2025Q3: 3,302 shares; 2025Q4: 5,001 shares; 2026Q1: 5,154 shares 5,154 $3.65M 0.08% +153 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: restricted; 2024Q4: 38,368 shares; 2025Q1: 38,909 shares; 2025Q2: 41,728 shares; 2025Q3: 48,098 shares; 2025Q4: 44,418 shares; 2026Q1: 44,563 shares 44,563 $3.51M 0.07% +145 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: restricted; 2024Q4: 29,354 shares; 2025Q1: 29,256 shares; 2025Q2: 35,925 shares; 2025Q3: 31,557 shares; 2025Q4: 32,537 shares; 2026Q1: 6,911 shares 6,911 $3.45M 0.07% -25,626 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: restricted; 2024Q4: 25,173 shares; 2025Q1: 28,651 shares; 2025Q2: 31,442 shares; 2025Q3: 30,812 shares; 2025Q4: 33,601 shares; 2026Q1: 30,324 shares 30,324 $3.43M 0.07% -3,277 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: restricted; 2024Q4: 5,487 shares; 2025Q1: 5,494 shares; 2025Q2: 31,112 shares; 2025Q3: 27,111 shares; 2025Q4: 26,987 shares; 2026Q1: 26,971 shares 26,971 $3.41M 0.07% -16 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,703 shares; 2025Q1: 17,757 shares; 2025Q2: 16,524 shares; 2025Q3: 16,664 shares; 2025Q4: 21,940 shares; 2026Q1: 16,129 shares 16,129 $3.41M 0.07% -5,811 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: restricted; 2024Q4: 6,015 shares; 2025Q1: 5,813 shares; 2025Q2: 5,666 shares; 2025Q3: 6,292 shares; 2025Q4: 5,923 shares; 2026Q1: 5,882 shares 5,882 $3.39M 0.07% -41 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: restricted; 2024Q4: 18,443 shares; 2025Q1: 18,286 shares; 2025Q2: 14,959 shares; 2025Q3: 16,382 shares; 2025Q4: 18,283 shares; 2026Q1: 17,532 shares 17,532 $3.38M 0.07% -751 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: restricted; 2024Q4: 5,850 shares; 2025Q1: 5,604 shares; 2025Q2: 4,099 shares; 2025Q3: 4,062 shares; 2025Q4: 20,005 shares; 2026Q1: 21,749 shares 21,749 $3.38M 0.07% +1,744 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: restricted; 2024Q4: 9,804 shares; 2025Q1: 9,862 shares; 2025Q2: 11,424 shares; 2025Q3: 11,506 shares; 2025Q4: 9,381 shares; 2026Q1: 9,597 shares 9,597 $3.38M 0.07% +216 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: restricted; 2024Q4: 8,604 shares; 2025Q1: 8,029 shares; 2025Q2: 4,328 shares; 2025Q3: 3,204 shares; 2025Q4: 3,679 shares; 2026Q1: 3,976 shares 3,976 $3.36M 0.07% +297 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: restricted; 2024Q4: 2,959 shares; 2025Q1: 3,007 shares; 2025Q2: 3,146 shares; 2025Q3: 3,120 shares; 2025Q4: 3,497 shares; 2026Q1: 3,707 shares 3,707 $3.24M 0.07% +210 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: restricted; 2024Q4: 3,532 shares; 2025Q1: 3,203 shares; 2025Q2: 3,388 shares; 2025Q3: 3,415 shares; 2025Q4: 3,603 shares; 2026Q1: 3,340 shares 3,340 $3.21M 0.07% -263 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: restricted; 2024Q4: 12,977 shares; 2025Q1: 73,737 shares; 2025Q2: 51,951 shares; 2025Q3: 50,095 shares; 2025Q4: 47,125 shares; 2026Q1: 49,588 shares 49,588 $3.2M 0.07% +2,463 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: restricted; 2024Q4: 33,089 shares; 2025Q1: 33,062 shares; 2025Q2: 17,275 shares; 2025Q3: 18,622 shares; 2025Q4: 20,051 shares; 2026Q1: 19,406 shares 19,406 $3.1M 0.07% -645 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: restricted; 2024Q4: 31,974 shares; 2025Q1: 31,273 shares; 2025Q2: 25,334 shares; 2025Q3: 25,600 shares; 2025Q4: 12,864 shares; 2026Q1: 12,578 shares 12,578 $3.07M 0.06% -286 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,082 shares; 2026Q1: 39,255 shares 39,255 $3.04M 0.06% +2,173 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: restricted; 2024Q4: 4,473 shares; 2025Q1: 4,512 shares; 2025Q2: 3,315 shares; 2025Q3: 2,961 shares; 2025Q4: 3,548 shares; 2026Q1: 16,145 shares 16,145 $3.01M 0.06% +12,597 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: restricted; 2024Q4: 40,422 shares; 2025Q1: 38,011 shares; 2025Q2: 45,607 shares; 2025Q3: 45,249 shares; 2025Q4: 16,640 shares; 2026Q1: 15,760 shares 15,760 $2.99M 0.06% -880 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: restricted; 2024Q4: 12,023 shares; 2025Q1: 11,825 shares; 2025Q2: 29,457 shares; 2025Q3: 26,972 shares; 2025Q4: 26,312 shares; 2026Q1: 25,068 shares 25,068 $2.97M 0.06% -1,244 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: restricted; 2024Q4: 112,571 shares; 2025Q1: 115,709 shares; 2025Q2: 97,361 shares; 2025Q3: 96,455 shares; 2025Q4: 99,077 shares; 2026Q1: 101,507 shares 101,507 $2.94M 0.06% +2,430 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: restricted; 2024Q4: 1,671 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,417 shares; 2025Q4: 23,064 shares; 2026Q1: 25,320 shares 25,320 $2.91M 0.06% +2,256 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,718 shares 39,718 $2.82M 0.06% new 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: restricted; 2024Q4: 21,395 shares; 2025Q1: 22,922 shares; 2025Q2: 25,878 shares; 2025Q3: 31,017 shares; 2025Q4: 30,136 shares; 2026Q1: 9,624 shares 9,624 $2.82M 0.06% -20,512 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: restricted; 2024Q4: 13,709 shares; 2025Q1: 11,633 shares; 2025Q2: 40,740 shares; 2025Q3: 36,449 shares; 2025Q4: 35,772 shares; 2026Q1: 38,038 shares 38,038 $2.73M 0.06% +2,266 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: restricted; 2024Q4: 3,877 shares; 2025Q1: 3,945 shares; 2025Q2: 13,783 shares; 2025Q3: 14,910 shares; 2025Q4: 15,366 shares; 2026Q1: 11,449 shares 11,449 $2.73M 0.06% -3,917 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: restricted; 2024Q4: 50,765 shares; 2025Q1: 39,912 shares; 2025Q2: 28,859 shares; 2025Q3: 31,327 shares; 2025Q4: 29,807 shares; 2026Q1: 30,718 shares 30,718 $2.72M 0.06% +911 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: restricted; 2024Q4: 88,274 shares; 2025Q1: 37,603 shares; 2025Q2: 36,361 shares; 2025Q3: 33,419 shares; 2025Q4: 31,956 shares; 2026Q1: 26,209 shares 26,209 $2.69M 0.06% -5,747 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,789 shares 14,789 $2.66M 0.06% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,332 shares; 2025Q1: 56,332 shares; 2025Q2: 56,332 shares; 2025Q3: 56,332 shares; 2025Q4: 58,864 shares; 2026Q1: 58,864 shares 58,864 $2.66M 0.06% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,465 shares; 2025Q1: 38,331 shares; 2025Q2: 35,103 shares; 2025Q3: 33,688 shares; 2025Q4: 32,810 shares; 2026Q1: 38,427 shares 38,427 $2.63M 0.06% +5,617 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: restricted; 2024Q4: 13,184 shares; 2025Q1: 13,185 shares; 2025Q2: 10,732 shares; 2025Q3: 9,625 shares; 2025Q4: 9,173 shares; 2026Q1: 9,661 shares 9,661 $2.58M 0.05% +488 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,745 shares 29,745 $2.56M 0.05% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 600,545 shares; 2025Q2: 847,809 shares; 2025Q3: 15,411 shares; 2025Q4: 102,922 shares; 2026Q1: 179,011 shares 179,011 $2.52M 0.05% +76,089 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,181 shares; 2025Q1: 49,499 shares; 2025Q2: 50,631 shares; 2025Q3: 40,763 shares; 2025Q4: 89,592 shares; 2026Q1: 33,565 shares 33,565 $2.47M 0.05% -56,027 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,943 shares; 2025Q2: 5,696 shares; 2025Q3: 12,262 shares; 2025Q4: 10,262 shares; 2026Q1: 17,340 shares 17,340 $2.47M 0.05% +7,078 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: restricted; 2024Q4: 65,026 shares; 2025Q1: 75,464 shares; 2025Q2: 54,681 shares; 2025Q3: 58,807 shares; 2025Q4: 54,621 shares; 2026Q1: 59,228 shares 59,228 $2.47M 0.05% +4,607 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: restricted; 2024Q4: 6,914 shares; 2025Q1: 9,561 shares; 2025Q2: 6,518 shares; 2025Q3: 6,146 shares; 2025Q4: 9,743 shares; 2026Q1: 9,360 shares 9,360 $2.45M 0.05% -383 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: restricted; 2024Q4: 22,445 shares; 2025Q1: 22,114 shares; 2025Q2: 13,258 shares; 2025Q3: 12,272 shares; 2025Q4: 12,223 shares; 2026Q1: 11,985 shares 11,985 $2.44M 0.05% -238 Timeline IEF 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: restricted; 2024Q4: 24,752 shares; 2025Q1: 26,763 shares; 2025Q2: 25,959 shares; 2025Q3: 19,438 shares; 2025Q4: 21,231 shares; 2026Q1: 25,452 shares 25,452 $2.43M 0.05% +4,221 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: restricted; 2024Q4: 9,144 shares; 2025Q1: 9,306 shares; 2025Q2: 6,674 shares; 2025Q3: 7,161 shares; 2025Q4: 6,736 shares; 2026Q1: 6,813 shares 6,813 $2.43M 0.05% +77 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: restricted; 2024Q4: 257,197 shares; 2025Q1: 112,892 shares; 2025Q2: 102,645 shares; 2025Q3: 96,204 shares; 2025Q4: 88,377 shares; 2026Q1: 85,946 shares 85,946 $2.41M 0.05% -2,431 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: restricted; 2024Q4: 35,854 shares; 2025Q1: 36,632 shares; 2025Q2: 28,257 shares; 2025Q3: 29,212 shares; 2025Q4: 29,889 shares; 2026Q1: 30,083 shares 30,083 $2.39M 0.05% +194 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: restricted; 2024Q4: 6,213 shares; 2025Q1: 4,610 shares; 2025Q2: 10,549 shares; 2025Q3: 11,149 shares; 2025Q4: 11,378 shares; 2026Q1: 12,250 shares 12,250 $2.38M 0.05% +872 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,303 shares; 2025Q1: 57,710 shares; 2025Q2: 50,693 shares; 2025Q3: 48,105 shares; 2025Q4: 47,778 shares; 2026Q1: 47,777 shares 47,777 $2.33M 0.05% -1 Timeline MGK 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 650 shares; 2026Q1: 6,183 shares 6,183 $2.27M 0.05% +5,533 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: restricted; 2024Q4: 24,263 shares; 2025Q1: 23,562 shares; 2025Q2: 23,476 shares; 2025Q3: 23,729 shares; 2025Q4: 23,618 shares; 2026Q1: 14,984 shares 14,984 $2.27M 0.05% -8,634 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,575 shares; 2025Q1: 16,575 shares; 2025Q2: 16,575 shares; 2025Q3: 16,675 shares; 2025Q4: 16,310 shares; 2026Q1: 16,304 shares 16,304 $2.26M 0.05% -6 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: restricted; 2024Q4: 65,909 shares; 2025Q1: 62,451 shares; 2025Q2: 44,216 shares; 2025Q3: 42,314 shares; 2025Q4: 42,453 shares; 2026Q1: 50,853 shares 50,853 $2.24M 0.05% +8,400 Timeline EBND 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: restricted; 2024Q4: 103,610 shares; 2025Q1: 105,073 shares; 2025Q2: 144,386 shares; 2025Q3: 117,000 shares; 2025Q4: 118,591 shares; 2026Q1: 107,064 shares 107,064 $2.21M 0.05% -11,527 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: restricted; 2024Q4: 13,739 shares; 2025Q1: 13,740 shares; 2025Q2: 13,565 shares; 2025Q3: 14,995 shares; 2025Q4: 17,010 shares; 2026Q1: 16,793 shares 16,793 $2.2M 0.05% -217 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,796 shares; 2025Q1: 2,599 shares; 2025Q2: 5,007 shares; 2025Q3: 5,151 shares; 2025Q4: 3,856 shares; 2026Q1: 3,702 shares 3,702 $2.2M 0.05% -154 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: restricted; 2024Q4: 7,891 shares; 2025Q1: 7,509 shares; 2025Q2: 11,196 shares; 2025Q3: 9,119 shares; 2025Q4: 10,357 shares; 2026Q1: 10,378 shares 10,378 $2.16M 0.05% +21 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,877 shares; 2026Q1: 12,449 shares 12,449 $2.14M 0.05% +572 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,222 shares; 2025Q1: 49,824 shares; 2025Q2: 40,856 shares; 2025Q3: 40,826 shares; 2025Q4: 35,533 shares; 2026Q1: 34,795 shares 34,795 $2.09M 0.04% -738 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: restricted; 2024Q4: 18,079 shares; 2025Q1: 19,124 shares; 2025Q2: 13,859 shares; 2025Q3: 14,583 shares; 2025Q4: 14,620 shares; 2026Q1: 15,028 shares 15,028 $2.08M 0.04% +408 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: restricted; 2024Q4: 12,745 shares; 2025Q1: 14,781 shares; 2025Q2: 15,753 shares; 2025Q3: 15,373 shares; 2025Q4: 16,117 shares; 2026Q1: 15,630 shares 15,630 $2.07M 0.04% -487 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,188 shares 28,188 $2.06M 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,678 shares; 2026Q1: 3,822 shares 3,822 $2.06M 0.04% -856 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121,347 shares; 2025Q1: 128,146 shares; 2025Q2: 104,439 shares; 2025Q3: 79,652 shares; 2025Q4: 75,234 shares; 2026Q1: 80,621 shares 80,621 $2.06M 0.04% +5,387 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,956 shares; 2025Q1: 38,523 shares; 2025Q2: 27,752 shares; 2025Q3: 28,362 shares; 2025Q4: 28,205 shares; 2026Q1: 28,879 shares 28,879 $2.06M 0.04% +674 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: restricted; 2024Q4: 4,434 shares; 2025Q1: 4,499 shares; 2025Q2: 16,127 shares; 2025Q3: 17,590 shares; 2025Q4: 17,865 shares; 2026Q1: 17,281 shares 17,281 $2.04M 0.04% -584 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: restricted; 2024Q4: 5,855 shares; 2025Q1: 5,832 shares; 2025Q2: 5,722 shares; 2025Q3: 8,129 shares; 2025Q4: 7,336 shares; 2026Q1: 5,992 shares 5,992 $2.02M 0.04% -1,344 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,436 shares; 2025Q1: 31,170 shares; 2025Q2: 22,887 shares; 2025Q3: 23,853 shares; 2025Q4: 22,170 shares; 2026Q1: 23,238 shares 23,238 $2.02M 0.04% +1,068 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: restricted; 2024Q4: 4,122 shares; 2025Q1: 4,205 shares; 2025Q2: 4,472 shares; 2025Q3: 3,463 shares; 2025Q4: 3,258 shares; 2026Q1: 3,349 shares 3,349 $2.02M 0.04% +91 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: restricted; 2024Q4: 4,035 shares; 2025Q1: 3,577 shares; 2025Q2: 3,233 shares; 2025Q3: 3,255 shares; 2025Q4: 2,990 shares; 2026Q1: 2,930 shares 2,930 $2M 0.04% -60 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: restricted; 2024Q4: 38,250 shares; 2025Q1: 35,672 shares; 2025Q2: 27,004 shares; 2025Q3: 25,433 shares; 2025Q4: 23,995 shares; 2026Q1: 22,879 shares 22,879 $1.98M 0.04% -1,116 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: restricted; 2024Q4: 10,476 shares; 2025Q1: 9,846 shares; 2025Q2: 9,293 shares; 2025Q3: 8,609 shares; 2025Q4: 8,077 shares; 2026Q1: 6,808 shares 6,808 $1.98M 0.04% -1,269 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: restricted; 2024Q4: 8,795 shares; 2025Q1: 19,545 shares; 2025Q2: 17,355 shares; 2025Q3: 15,408 shares; 2025Q4: 10,809 shares; 2026Q1: 10,410 shares 10,410 $1.97M 0.04% -399 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: restricted; 2024Q4: 16,982 shares; 2025Q1: 16,341 shares; 2025Q2: 17,309 shares; 2025Q3: 18,767 shares; 2025Q4: 25,392 shares; 2026Q1: 47,928 shares 47,928 $1.97M 0.04% +22,536 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: restricted; 2024Q4: 93,782 shares; 2025Q1: 100,340 shares; 2025Q2: 78,275 shares; 2025Q3: 72,883 shares; 2025Q4: 65,559 shares; 2026Q1: 67,826 shares 67,826 $1.95M 0.04% +2,267 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,949 shares; 2026Q1: 6,161 shares 6,161 $1.94M 0.04% +212 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,988 shares; 2025Q1: 48,086 shares; 2025Q2: 37,700 shares; 2025Q3: 35,162 shares; 2025Q4: 34,921 shares; 2026Q1: 31,473 shares 31,473 $1.93M 0.04% -3,448 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: restricted; 2024Q4: 20,553 shares; 2025Q1: 12,933 shares; 2025Q2: 5,828 shares; 2025Q3: 5,413 shares; 2025Q4: 23,829 shares; 2026Q1: 5,348 shares 5,348 $1.91M 0.04% -18,481 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: restricted; 2024Q4: 4,026 shares; 2025Q1: 4,077 shares; 2025Q2: 13,632 shares; 2025Q3: 14,144 shares; 2025Q4: 14,454 shares; 2026Q1: 13,939 shares 13,939 $1.88M 0.04% -515 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,425 shares; 2025Q1: 38,422 shares; 2025Q2: 24,934 shares; 2025Q3: 24,782 shares; 2025Q4: 24,656 shares; 2026Q1: 20,228 shares 20,228 $1.88M 0.04% -4,428 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,201 shares; 2026Q1: 3,596 shares 3,596 $1.88M 0.04% -605 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: restricted; 2024Q4: 10,544 shares; 2025Q1: 10,142 shares; 2025Q2: 11,876 shares; 2025Q3: 9,951 shares; 2025Q4: 10,392 shares; 2026Q1: 7,589 shares 7,589 $1.88M 0.04% -2,803 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: restricted; 2024Q4: 2,517 shares; 2025Q1: 2,372 shares; 2025Q2: 2,390 shares; 2025Q3: 2,131 shares; 2025Q4: 3,261 shares; 2026Q1: 3,301 shares 3,301 $1.86M 0.04% +40 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: restricted; 2024Q4: 5,876 shares; 2025Q1: 6,019 shares; 2025Q2: 5,669 shares; 2025Q3: 5,820 shares; 2025Q4: 6,501 shares; 2026Q1: 6,065 shares 6,065 $1.83M 0.04% -436 Timeline VNQI 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: restricted; 2024Q4: 71,906 shares; 2025Q1: 56,343 shares; 2025Q2: 37,914 shares; 2025Q3: 35,947 shares; 2025Q4: 39,171 shares; 2026Q1: 41,146 shares 41,146 $1.83M 0.04% +1,975 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,561 shares; 2025Q2: 9,426 shares; 2025Q3: 9,766 shares; 2025Q4: 10,113 shares; 2026Q1: 9,611 shares 9,611 $1.82M 0.04% -502 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,855 shares; 2025Q1: 9,951 shares; 2025Q2: 21,324 shares; 2025Q3: 22,417 shares; 2025Q4: 24,085 shares; 2026Q1: 23,124 shares 23,124 $1.81M 0.04% -961 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: restricted; 2024Q4: 25,299 shares; 2025Q1: 25,354 shares; 2025Q2: 20,920 shares; 2025Q3: 19,327 shares; 2025Q4: 19,522 shares; 2026Q1: 19,416 shares 19,416 $1.79M 0.04% -106 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: restricted; 2024Q4: 1,996 shares; 2025Q1: 1,980 shares; 2025Q2: 1,992 shares; 2025Q3: 1,984 shares; 2025Q4: 2,031 shares; 2026Q1: 2,061 shares 2,061 $1.78M 0.04% +30 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,251 shares; 2025Q1: 80,830 shares; 2025Q2: 60,147 shares; 2025Q3: 66,461 shares; 2025Q4: 61,867 shares; 2026Q1: 91,874 shares 91,874 $1.76M 0.04% +30,007 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,291 shares; 2025Q1: 15,422 shares; 2025Q2: 10,354 shares; 2025Q3: 10,729 shares; 2025Q4: 10,398 shares; 2026Q1: 10,585 shares 10,585 $1.76M 0.04% +187 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: restricted; 2024Q4: 1,942 shares; 2025Q1: 2,220 shares; 2025Q2: 9,110 shares; 2025Q3: 9,241 shares; 2025Q4: 9,481 shares; 2026Q1: 9,340 shares 9,340 $1.7M 0.04% -141 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: restricted; 2024Q4: 3,875 shares; 2025Q1: 3,193 shares; 2025Q2: 4,632 shares; 2025Q3: 4,971 shares; 2025Q4: 4,612 shares; 2026Q1: 3,864 shares 3,864 $1.69M 0.04% -748 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: restricted; 2024Q4: 5,365 shares; 2025Q1: 5,489 shares; 2025Q2: 19,633 shares; 2025Q3: 21,014 shares; 2025Q4: 21,490 shares; 2026Q1: 18,172 shares 18,172 $1.69M 0.04% -3,318 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,294 shares; 2025Q1: 20,360 shares; 2025Q2: 74,579 shares; 2025Q3: 78,467 shares; 2025Q4: 77,493 shares; 2026Q1: 73,721 shares 73,721 $1.68M 0.04% -3,772 Timeline PPA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,960 shares; 2025Q3: 9,927 shares; 2025Q4: 9,927 shares; 2026Q1: 10,106 shares 10,106 $1.67M 0.04% +179 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: restricted; 2024Q4: 5,153 shares; 2025Q1: 6,189 shares; 2025Q2: 11,963 shares; 2025Q3: 11,971 shares; 2025Q4: 14,490 shares; 2026Q1: 14,447 shares 14,447 $1.64M 0.03% -43 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: restricted; 2024Q4: 32,203 shares; 2025Q1: 33,827 shares; 2025Q2: 31,673 shares; 2025Q3: 34,804 shares; 2025Q4: 31,299 shares; 2026Q1: 32,558 shares 32,558 $1.63M 0.03% +1,259 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 124 shares; 2025Q2: 241 shares; 2025Q3: not reported; 2025Q4: 1,653 shares; 2026Q1: 1,531 shares 1,531 $1.63M 0.03% -122 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: restricted; 2024Q4: 21,869 shares; 2025Q1: 18,685 shares; 2025Q2: 17,787 shares; 2025Q3: 17,186 shares; 2025Q4: 17,955 shares; 2026Q1: 17,308 shares 17,308 $1.63M 0.03% -647 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: restricted; 2024Q4: 1,288 shares; 2025Q1: 1,258 shares; 2025Q2: 2,924 shares; 2025Q3: 4,184 shares; 2025Q4: 4,829 shares; 2026Q1: 4,636 shares 4,636 $1.55M 0.03% -193 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: restricted; 2024Q4: 4,527 shares; 2025Q1: 3,489 shares; 2025Q2: 4,272 shares; 2025Q3: 3,979 shares; 2025Q4: 4,774 shares; 2026Q1: 4,701 shares 4,701 $1.53M 0.03% -73 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: restricted; 2024Q4: 3,694 shares; 2025Q1: 3,748 shares; 2025Q2: 13,111 shares; 2025Q3: 14,937 shares; 2025Q4: 14,992 shares; 2026Q1: 14,259 shares 14,259 $1.52M 0.03% -733 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: restricted; 2024Q4: 7,189 shares; 2025Q1: 7,591 shares; 2025Q2: 7,211 shares; 2025Q3: 7,292 shares; 2025Q4: 8,311 shares; 2026Q1: 10,918 shares 10,918 $1.48M 0.03% +2,607 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: restricted; 2024Q4: 5,868 shares; 2025Q1: 6,716 shares; 2025Q2: 20,160 shares; 2025Q3: 20,975 shares; 2025Q4: 21,140 shares; 2026Q1: 20,225 shares 20,225 $1.48M 0.03% -915 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,613 shares; 2025Q1: 2,616 shares; 2025Q2: 9,613 shares; 2025Q3: 10,174 shares; 2025Q4: 8,215 shares; 2026Q1: 7,777 shares 7,777 $1.47M 0.03% -438 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: restricted; 2024Q4: 1,288 shares; 2025Q1: 1,296 shares; 2025Q2: 4,882 shares; 2025Q3: 4,994 shares; 2025Q4: 5,073 shares; 2026Q1: 4,846 shares 4,846 $1.44M 0.03% -227 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: restricted; 2024Q4: 2,760 shares; 2025Q1: 2,686 shares; 2025Q2: 9,875 shares; 2025Q3: 10,749 shares; 2025Q4: 11,057 shares; 2026Q1: 10,554 shares 10,554 $1.44M 0.03% -503 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: restricted; 2024Q4: 4,573 shares; 2025Q1: 4,657 shares; 2025Q2: 16,951 shares; 2025Q3: 17,633 shares; 2025Q4: 17,888 shares; 2026Q1: 17,179 shares 17,179 $1.44M 0.03% -709 Timeline SHYG 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: restricted; 2024Q4: 26,730 shares; 2025Q1: 31,927 shares; 2025Q2: 31,840 shares; 2025Q3: 33,202 shares; 2025Q4: 33,135 shares; 2026Q1: 33,900 shares 33,900 $1.43M 0.03% +765 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: restricted; 2024Q4: 6,428 shares; 2025Q1: 6,451 shares; 2025Q2: 13,066 shares; 2025Q3: 13,431 shares; 2025Q4: 14,303 shares; 2026Q1: 14,284 shares 14,284 $1.42M 0.03% -19 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,813 shares; 2025Q4: 47,700 shares; 2026Q1: 40,289 shares 40,289 $1.42M 0.03% -7,411 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,216 shares; 2026Q1: 54,284 shares 54,284 $1.38M 0.03% -2,932 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: restricted; 2024Q4: 44,271 shares; 2025Q1: 38,513 shares; 2025Q2: 27,724 shares; 2025Q3: 23,397 shares; 2025Q4: 6,389 shares; 2026Q1: 6,467 shares 6,467 $1.35M 0.03% +78 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 27,848 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,490 shares 20,490 $1.35M 0.03% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,717 shares; 2025Q1: 8,352 shares; 2025Q2: 8,121 shares; 2025Q3: 8,020 shares; 2025Q4: 7,262 shares; 2026Q1: 6,876 shares 6,876 $1.32M 0.03% -386 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: restricted; 2024Q4: 2,255 shares; 2025Q1: 3,282 shares; 2025Q2: 6,686 shares; 2025Q3: 6,101 shares; 2025Q4: 6,256 shares; 2026Q1: 7,791 shares 7,791 $1.32M 0.03% +1,535 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: restricted; 2024Q4: 3,613 shares; 2025Q1: 3,644 shares; 2025Q2: 3,602 shares; 2025Q3: 3,674 shares; 2025Q4: 7,438 shares; 2026Q1: 7,150 shares 7,150 $1.3M 0.03% -288 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,628 shares; 2025Q1: 1,677 shares; 2025Q2: 5,768 shares; 2025Q3: 6,290 shares; 2025Q4: 6,829 shares; 2026Q1: 9,692 shares 9,692 $1.29M 0.03% +2,863 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,283 shares 6,283 $1.28M 0.03% new 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: restricted; 2024Q4: 10,440 shares; 2025Q1: 7,259 shares; 2025Q2: 6,193 shares; 2025Q3: 5,870 shares; 2025Q4: 5,192 shares; 2026Q1: 3,708 shares 3,708 $1.28M 0.03% -1,484 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 530 shares; 2025Q1: not reported; 2025Q2: 2,025 shares; 2025Q3: 2,092 shares; 2025Q4: 2,450 shares; 2026Q1: 2,351 shares 2,351 $1.28M 0.03% -99 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: restricted; 2024Q4: 7,899 shares; 2025Q1: 5,796 shares; 2025Q2: 6,404 shares; 2025Q3: 6,557 shares; 2025Q4: 20,625 shares; 2026Q1: 6,407 shares 6,407 $1.28M 0.03% -14,218 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,329 shares; 2025Q1: 4,121 shares; 2025Q2: 7,016 shares; 2025Q3: 6,197 shares; 2025Q4: 5,795 shares; 2026Q1: 5,087 shares 5,087 $1.27M 0.03% -708 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,873 shares; 2025Q2: 13,591 shares; 2025Q3: 14,890 shares; 2025Q4: 14,813 shares; 2026Q1: 14,736 shares 14,736 $1.27M 0.03% -77 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: restricted; 2024Q4: 1,613 shares; 2025Q1: 1,631 shares; 2025Q2: 6,146 shares; 2025Q3: 6,468 shares; 2025Q4: 6,509 shares; 2026Q1: 6,201 shares 6,201 $1.27M 0.03% -308 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: restricted; 2024Q4: 9,025 shares; 2025Q1: 9,025 shares; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: 7,773 shares; 2026Q1: 6,954 shares 6,954 $1.26M 0.03% -819 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,378 shares 40,378 $1.26M 0.03% new 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: restricted; 2024Q4: 1,753 shares; 2025Q1: 1,912 shares; 2025Q2: 2,368 shares; 2025Q3: 2,478 shares; 2025Q4: 2,212 shares; 2026Q1: 2,523 shares 2,523 $1.25M 0.03% +311 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: restricted; 2024Q4: 2,205 shares; 2025Q1: 2,159 shares; 2025Q2: 5,956 shares; 2025Q3: 6,328 shares; 2025Q4: 6,473 shares; 2026Q1: 6,302 shares 6,302 $1.25M 0.03% -171 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,317 shares 20,317 $1.25M 0.03% new 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: restricted; 2024Q4: 8,142 shares; 2025Q1: 8,256 shares; 2025Q2: 7,101 shares; 2025Q3: 7,265 shares; 2025Q4: 6,820 shares; 2026Q1: 7,761 shares 7,761 $1.24M 0.03% +941 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,450 shares; 2025Q1: 8,352 shares; 2025Q2: 31,368 shares; 2025Q3: 32,126 shares; 2025Q4: 33,009 shares; 2026Q1: 31,115 shares 31,115 $1.24M 0.03% -1,894 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,244 shares; 2025Q1: 28,114 shares; 2025Q2: 19,697 shares; 2025Q3: 21,377 shares; 2025Q4: 19,678 shares; 2026Q1: 19,324 shares 19,324 $1.24M 0.03% -354 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: restricted; 2024Q4: 10,156 shares; 2025Q1: 10,211 shares; 2025Q2: 11,399 shares; 2025Q3: 11,647 shares; 2025Q4: 10,028 shares; 2026Q1: 10,066 shares 10,066 $1.22M 0.03% +38 Timeline CBNK CAPITAL BANCORP INC MD More: the full row for CAPITAL BANCORP INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,990 shares; 2025Q3: 40,990 shares; 2025Q4: 40,990 shares; 2026Q1: 40,990 shares 40,990 $1.22M 0.03% 0 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: restricted; 2024Q4: 15,163 shares; 2025Q1: 15,304 shares; 2025Q2: 55,953 shares; 2025Q3: 58,869 shares; 2025Q4: 59,840 shares; 2026Q1: 57,262 shares 57,262 $1.21M 0.03% -2,578 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: restricted; 2024Q4: 4,892 shares; 2025Q1: 4,682 shares; 2025Q2: 4,189 shares; 2025Q3: 3,913 shares; 2025Q4: 4,470 shares; 2026Q1: 4,640 shares 4,640 $1.21M 0.03% +170 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: restricted; 2024Q4: 2,149 shares; 2025Q1: 2,200 shares; 2025Q2: 2,144 shares; 2025Q3: 2,064 shares; 2025Q4: 3,008 shares; 2026Q1: 3,315 shares 3,315 $1.19M 0.03% +307 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: restricted; 2024Q4: 15,730 shares; 2025Q1: 14,942 shares; 2025Q2: 10,925 shares; 2025Q3: 8,276 shares; 2025Q4: 8,373 shares; 2026Q1: 6,837 shares 6,837 $1.19M 0.02% -1,536 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: restricted; 2024Q4: 3,396 shares; 2025Q1: 3,290 shares; 2025Q2: 2,649 shares; 2025Q3: 3,523 shares; 2025Q4: 5,263 shares; 2026Q1: 4,126 shares 4,126 $1.18M 0.02% -1,137 Timeline VWOB 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: restricted; 2024Q4: 27,448 shares; 2025Q1: 28,759 shares; 2025Q2: 42,327 shares; 2025Q3: 36,382 shares; 2025Q4: 31,539 shares; 2026Q1: 17,546 shares 17,546 $1.15M 0.02% -13,993 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: restricted; 2024Q4: 10,580 shares; 2025Q1: 11,173 shares; 2025Q2: 10,356 shares; 2025Q3: 9,119 shares; 2025Q4: 12,902 shares; 2026Q1: 13,483 shares 13,483 $1.15M 0.02% +581 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,214 shares; 2025Q4: 11,373 shares; 2026Q1: 10,898 shares 10,898 $1.15M 0.02% -475 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,616 shares; 2025Q1: 4,634 shares; 2025Q2: 17,362 shares; 2025Q3: 17,767 shares; 2025Q4: 18,156 shares; 2026Q1: 17,264 shares 17,264 $1.14M 0.02% -892 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: restricted; 2024Q4: 11,442 shares; 2025Q1: 17,555 shares; 2025Q2: 12,490 shares; 2025Q3: 12,213 shares; 2025Q4: 12,749 shares; 2026Q1: 11,211 shares 11,211 $1.13M 0.02% -1,538 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 601 shares; 2025Q3: 594 shares; 2025Q4: 814 shares; 2026Q1: 849 shares 849 $1.12M 0.02% +35 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,192 shares; 2025Q1: 2,236 shares; 2025Q2: 8,073 shares; 2025Q3: 8,336 shares; 2025Q4: 8,746 shares; 2026Q1: 8,821 shares 8,821 $1.12M 0.02% +75 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: restricted; 2024Q4: 861 shares; 2025Q1: 951 shares; 2025Q2: 3,097 shares; 2025Q3: 3,353 shares; 2025Q4: 3,798 shares; 2026Q1: 3,636 shares 3,636 $1.11M 0.02% -162 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: restricted; 2024Q4: 3,000 shares; 2025Q1: 2,585 shares; 2025Q2: 2,613 shares; 2025Q3: 2,510 shares; 2025Q4: 2,639 shares; 2026Q1: 2,545 shares 2,545 $1.1M 0.02% -94 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,117 shares; 2026Q1: 20,194 shares 20,194 $1.09M 0.02% -923 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,715 shares; 2025Q3: 8,808 shares; 2025Q4: 8,992 shares; 2026Q1: 8,925 shares 8,925 $1.08M 0.02% -67 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: restricted; 2024Q4: 18,617 shares; 2025Q1: 19,144 shares; 2025Q2: 11,859 shares; 2025Q3: 11,761 shares; 2025Q4: 12,263 shares; 2026Q1: 11,970 shares 11,970 $1.07M 0.02% -293 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: restricted; 2024Q4: 78,606 shares; 2025Q1: 79,999 shares; 2025Q2: 89,645 shares; 2025Q3: 22,445 shares; 2025Q4: 20,592 shares; 2026Q1: 20,212 shares 20,212 $1.07M 0.02% -380 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,653 shares; 2025Q1: 7,703 shares; 2025Q2: 28,789 shares; 2025Q3: 29,617 shares; 2025Q4: 30,429 shares; 2026Q1: 29,093 shares 29,093 $1.06M 0.02% -1,336 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: restricted; 2024Q4: 1,192 shares; 2025Q1: 650 shares; 2025Q2: 1,428 shares; 2025Q3: 1,409 shares; 2025Q4: 1,735 shares; 2026Q1: 1,448 shares 1,448 $1.05M 0.02% -287 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 234,745 shares; 2025Q1: 253,590 shares; 2025Q2: 344,257 shares; 2025Q3: 29,227 shares; 2025Q4: 23,002 shares; 2026Q1: 22,513 shares 22,513 $1.05M 0.02% -489 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: restricted; 2024Q4: 464 shares; 2025Q1: 506 shares; 2025Q2: 421 shares; 2025Q3: 486 shares; 2025Q4: 583 shares; 2026Q1: 702 shares 702 $1.03M 0.02% +119 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: restricted; 2024Q4: 19,985 shares; 2025Q1: 20,310 shares; 2025Q2: 18,186 shares; 2025Q3: 16,369 shares; 2025Q4: 16,084 shares; 2026Q1: 13,607 shares 13,607 $1.02M 0.02% -2,477 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,376 shares; 2025Q1: not reported; 2025Q2: 5,057 shares; 2025Q3: 5,407 shares; 2025Q4: 5,490 shares; 2026Q1: 5,361 shares 5,361 $1M 0.02% -129 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,514 shares 21,514 $1M 0.02% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,687 shares; 2025Q1: 2,705 shares; 2025Q2: 10,276 shares; 2025Q3: 10,859 shares; 2025Q4: 10,949 shares; 2026Q1: 10,364 shares 10,364 $1M 0.02% -585 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: restricted; 2024Q4: 3,393 shares; 2025Q1: 3,086 shares; 2025Q2: 3,551 shares; 2025Q3: 3,750 shares; 2025Q4: 4,541 shares; 2026Q1: 5,052 shares 5,052 $981K 0.02% +511 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,471 shares; 2025Q3: 10,710 shares; 2025Q4: 10,934 shares; 2026Q1: 11,116 shares 11,116 $966K 0.02% +182 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,059 shares; 2025Q4: 6,721 shares; 2026Q1: 6,630 shares 6,630 $964K 0.02% -91 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,467 shares; 2025Q2: 38,259 shares; 2025Q3: 30,682 shares; 2025Q4: 31,658 shares; 2026Q1: 33,356 shares 33,356 $961K 0.02% +1,698 Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,689 shares; 2025Q1: 16,843 shares; 2025Q2: 61,610 shares; 2025Q3: 65,296 shares; 2025Q4: 66,266 shares; 2026Q1: 66,495 shares 66,495 $954K 0.02% +229 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,662 shares; 2025Q3: 3,355 shares; 2025Q4: 3,397 shares; 2026Q1: 3,375 shares 3,375 $950K 0.02% -22 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,427 shares; 2025Q1: 1,459 shares; 2025Q2: 5,140 shares; 2025Q3: 5,440 shares; 2025Q4: 5,433 shares; 2026Q1: 5,472 shares 5,472 $949K 0.02% +39 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,993 shares 21,993 $936K 0.02% new Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,930 shares; 2025Q1: 10,278 shares; 2025Q2: 30,988 shares; 2025Q3: 31,957 shares; 2025Q4: 30,621 shares; 2026Q1: 31,230 shares 31,230 $928K 0.02% +609 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,574 shares; 2025Q1: 6,586 shares; 2025Q2: 13,258 shares; 2025Q3: 9,694 shares; 2025Q4: 9,920 shares; 2026Q1: 9,916 shares 9,916 $925K 0.02% -4 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,709 shares; 2025Q2: 17,644 shares; 2025Q3: 18,185 shares; 2025Q4: 18,485 shares; 2026Q1: 18,983 shares 18,983 $910K 0.02% +498 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,462 shares; 2025Q1: not reported; 2025Q2: 10,102 shares; 2025Q3: 13,667 shares; 2025Q4: 13,271 shares; 2026Q1: 13,271 shares 13,271 $906K 0.02% 0 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,954 shares; 2025Q1: 7,756 shares; 2025Q2: 23,116 shares; 2025Q3: 21,355 shares; 2025Q4: 21,266 shares; 2026Q1: 21,305 shares 21,305 $897K 0.02% +39 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: restricted; 2024Q4: 10,542 shares; 2025Q1: 12,068 shares; 2025Q2: 11,728 shares; 2025Q3: 13,179 shares; 2025Q4: 13,461 shares; 2026Q1: 12,302 shares 12,302 $895K 0.02% -1,159 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,872 shares; 2025Q1: 5,873 shares; 2025Q2: 14,352 shares; 2025Q3: 14,558 shares; 2025Q4: 12,045 shares; 2026Q1: 11,818 shares 11,818 $890K 0.02% -227 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: restricted; 2024Q4: 3,699 shares; 2025Q1: 3,777 shares; 2025Q2: 13,326 shares; 2025Q3: 13,964 shares; 2025Q4: 14,069 shares; 2026Q1: 8,983 shares 8,983 $884K 0.02% -5,086 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: restricted; 2024Q4: 2,684 shares; 2025Q1: 3,029 shares; 2025Q2: 3,180 shares; 2025Q3: 3,138 shares; 2025Q4: 5,366 shares; 2026Q1: 5,780 shares 5,780 $883K 0.02% +414 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,552 shares; 2025Q1: 10,862 shares; 2025Q2: 26,631 shares; 2025Q3: 27,305 shares; 2025Q4: 27,418 shares; 2026Q1: 27,805 shares 27,805 $883K 0.02% +387 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,057 shares; 2025Q2: 28,545 shares; 2025Q3: 25,647 shares; 2025Q4: 26,990 shares; 2026Q1: 25,136 shares 25,136 $875K 0.02% -1,854 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: restricted; 2024Q4: 1,081 shares; 2025Q1: 1,216 shares; 2025Q2: 1,218 shares; 2025Q3: 1,361 shares; 2025Q4: 1,970 shares; 2026Q1: 2,098 shares 2,098 $874K 0.02% +128 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: restricted; 2024Q4: 1,617 shares; 2025Q1: 1,680 shares; 2025Q2: 6,233 shares; 2025Q3: 6,416 shares; 2025Q4: 6,530 shares; 2026Q1: 6,563 shares 6,563 $870K 0.02% +33 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,789 shares; 2025Q3: 13,789 shares; 2025Q4: 13,789 shares; 2026Q1: 28,279 shares 28,279 $868K 0.02% +14,490 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: restricted; 2024Q4: 8,531 shares; 2025Q1: 8,486 shares; 2025Q2: 7,603 shares; 2025Q3: 10,614 shares; 2025Q4: 14,356 shares; 2026Q1: 14,130 shares 14,130 $866K 0.02% -226 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,283 shares; 2025Q1: 44,999 shares; 2025Q2: 132,726 shares; 2025Q3: 122,132 shares; 2025Q4: 124,670 shares; 2026Q1: 124,274 shares 124,274 $864K 0.02% -396 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,089 shares; 2025Q4: 65,241 shares; 2026Q1: 63,751 shares 63,751 $861K 0.02% -1,490 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,581 shares 12,581 $857K 0.02% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,654 shares; 2025Q1: 2,707 shares; 2025Q2: 9,984 shares; 2025Q3: 10,657 shares; 2025Q4: 10,673 shares; 2026Q1: 10,953 shares 10,953 $845K 0.02% +280 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,428 shares; 2025Q2: 22,100 shares; 2025Q3: 20,434 shares; 2025Q4: 20,677 shares; 2026Q1: 17,505 shares 17,505 $844K 0.02% -3,172 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: restricted; 2024Q4: 615 shares; 2025Q1: 655 shares; 2025Q2: 626 shares; 2025Q3: 722 shares; 2025Q4: 891 shares; 2026Q1: 933 shares 933 $835K 0.02% +42 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,264 shares; 2025Q2: 18,666 shares; 2025Q3: 15,239 shares; 2025Q4: 13,671 shares; 2026Q1: 12,858 shares 12,858 $835K 0.02% -813 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,312 shares; 2025Q3: 13,044 shares; 2025Q4: 12,366 shares; 2026Q1: 12,175 shares 12,175 $833K 0.02% -191 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,954 shares; 2026Q1: 2,744 shares 2,744 $829K 0.02% -210 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,436 shares; 2025Q3: 25,884 shares; 2025Q4: 26,072 shares; 2026Q1: 26,072 shares 26,072 $821K 0.02% 0 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: restricted; 2024Q4: 11,327 shares; 2025Q1: 11,361 shares; 2025Q2: 11,029 shares; 2025Q3: 11,086 shares; 2025Q4: 11,224 shares; 2026Q1: 11,504 shares 11,504 $821K 0.02% +280 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,602 shares; 2025Q3: 6,980 shares; 2025Q4: 7,147 shares; 2026Q1: 7,272 shares 7,272 $820K 0.02% +125 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: restricted; 2024Q4: 6,311 shares; 2025Q1: 6,259 shares; 2025Q2: 7,561 shares; 2025Q3: 7,573 shares; 2025Q4: 7,982 shares; 2026Q1: 8,266 shares 8,266 $819K 0.02% +284 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,795 shares 36,795 $811K 0.02% new Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,071 shares; 2025Q3: 4,244 shares; 2025Q4: 4,320 shares; 2026Q1: 4,347 shares 4,347 $805K 0.02% +27 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,119 shares; 2025Q1: 2,148 shares; 2025Q2: 7,861 shares; 2025Q3: 8,153 shares; 2025Q4: 8,335 shares; 2026Q1: 8,274 shares 8,274 $800K 0.02% -61 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,104 shares; 2025Q1: 34,088 shares; 2025Q2: 35,402 shares; 2025Q3: 31,893 shares; 2025Q4: 31,499 shares; 2026Q1: 31,790 shares 31,790 $798K 0.02% +291 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,372 shares; 2025Q1: 76,219 shares; 2025Q2: 76,070 shares; 2025Q3: 208,467 shares; 2025Q4: 223,489 shares; 2026Q1: 10,359 shares 10,359 $791K 0.02% -213,130 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,349 shares; 2025Q2: 48,121 shares; 2025Q3: 22,467 shares; 2025Q4: 18,575 shares; 2026Q1: 12,529 shares 12,529 $785K 0.02% -6,046 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17,373 shares; 2025Q2: 36,924 shares; 2025Q3: 88,309 shares; 2025Q4: 85,337 shares; 2026Q1: 72,644 shares 72,644 $780K 0.02% -12,693 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,099 shares; 2025Q1: 26,999 shares; 2025Q2: 25,099 shares; 2025Q3: 19,334 shares; 2025Q4: 18,863 shares; 2026Q1: 18,356 shares 18,356 $780K 0.02% -507 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,391 shares; 2025Q2: 19,365 shares; 2025Q3: 20,165 shares; 2025Q4: 20,412 shares; 2026Q1: 20,916 shares 20,916 $779K 0.02% +504 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,819 shares; 2025Q1: 8,689 shares; 2025Q2: 8,354 shares; 2025Q3: 5,959 shares; 2025Q4: 5,745 shares; 2026Q1: 4,763 shares 4,763 $774K 0.02% -982 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,186 shares; 2025Q3: 5,306 shares; 2025Q4: 5,392 shares; 2026Q1: 5,442 shares 5,442 $774K 0.02% +50 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,828 shares; 2025Q2: 8,430 shares; 2025Q3: 7,841 shares; 2025Q4: 6,854 shares; 2026Q1: 5,963 shares 5,963 $773K 0.02% -891 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,611 shares; 2025Q3: 11,678 shares; 2025Q4: 11,511 shares; 2026Q1: 11,484 shares 11,484 $770K 0.02% -27 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: restricted; 2024Q4: 1,898 shares; 2025Q1: 1,857 shares; 2025Q2: 1,873 shares; 2025Q3: 1,789 shares; 2025Q4: 1,763 shares; 2026Q1: 1,730 shares 1,730 $769K 0.02% -33 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,255 shares; 2025Q2: 4,556 shares; 2025Q3: 4,978 shares; 2025Q4: 5,095 shares; 2026Q1: 4,817 shares 4,817 $760K 0.02% -278 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: restricted; 2024Q4: 3,641 shares; 2025Q1: 3,448 shares; 2025Q2: 3,558 shares; 2025Q3: 3,996 shares; 2025Q4: 3,682 shares; 2026Q1: 3,544 shares 3,544 $760K 0.02% -138 Timeline IYF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,430 shares; 2026Q1: 6,430 shares 6,430 $757K 0.02% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,693 shares; 2025Q2: 21,338 shares; 2025Q3: 21,768 shares; 2025Q4: 22,374 shares; 2026Q1: 21,294 shares 21,294 $756K 0.02% -1,080 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,049 shares; 2025Q3: 4,175 shares; 2025Q4: 4,642 shares; 2026Q1: 4,710 shares 4,710 $755K 0.02% +68 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,691 shares; 2025Q1: 5,418 shares; 2025Q2: 12,342 shares; 2025Q3: 4,892 shares; 2025Q4: 5,238 shares; 2026Q1: 5,075 shares 5,075 $744K 0.02% -163 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: restricted; 2024Q4: 16,276 shares; 2025Q1: 15,742 shares; 2025Q2: 13,305 shares; 2025Q3: 15,309 shares; 2025Q4: 13,830 shares; 2026Q1: 12,853 shares 12,853 $730K 0.02% -977 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,243 shares; 2025Q3: 5,242 shares; 2025Q4: 5,189 shares; 2026Q1: 5,194 shares 5,194 $725K 0.02% +5 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: restricted; 2024Q4: 674 shares; 2025Q1: 906 shares; 2025Q2: 2,669 shares; 2025Q3: 2,604 shares; 2025Q4: 2,576 shares; 2026Q1: 1,983 shares 1,983 $721K 0.02% -593 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,803 shares; 2025Q1: 12,803 shares; 2025Q2: 10,290 shares; 2025Q3: 10,225 shares; 2025Q4: 10,225 shares; 2026Q1: 10,225 shares 10,225 $719K 0.02% 0 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,366 shares 9,366 $717K 0.02% new Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,728 shares 25,728 $714K 0.02% new 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: restricted; 2024Q4: 17,466 shares; 2025Q1: 12,390 shares; 2025Q2: 11,513 shares; 2025Q3: 9,013 shares; 2025Q4: 6,924 shares; 2026Q1: 6,350 shares 6,350 $713K 0.02% -574 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,140 shares 15,140 $711K 0.01% new Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,050 shares; 2025Q2: 15,489 shares; 2025Q3: 14,730 shares; 2025Q4: 14,272 shares; 2026Q1: 13,247 shares 13,247 $705K 0.01% -1,025 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,175 shares; 2025Q2: 18,917 shares; 2025Q3: 20,147 shares; 2025Q4: 21,279 shares; 2026Q1: 21,456 shares 21,456 $702K 0.01% +177 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,749 shares; 2025Q3: 13,917 shares; 2025Q4: 13,770 shares; 2026Q1: 12,765 shares 12,765 $696K 0.01% -1,005 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,644 shares; 2025Q1: 8,925 shares; 2025Q2: 13,299 shares; 2025Q3: 14,676 shares; 2025Q4: 14,193 shares; 2026Q1: 14,017 shares 14,017 $692K 0.01% -176 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: restricted; 2024Q4: 2,329 shares; 2025Q1: 2,382 shares; 2025Q2: 3,258 shares; 2025Q3: 3,476 shares; 2025Q4: 3,595 shares; 2026Q1: 3,477 shares 3,477 $689K 0.01% -118 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,677 shares; 2025Q1: 27,489 shares; 2025Q2: 81,197 shares; 2025Q3: 67,573 shares; 2025Q4: 66,916 shares; 2026Q1: 61,887 shares 61,887 $684K 0.01% -5,029 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,836 shares; 2025Q2: 8,282 shares; 2025Q3: 7,684 shares; 2025Q4: 7,933 shares; 2026Q1: 7,444 shares 7,444 $684K 0.01% -489 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: restricted; 2024Q4: 4,982 shares; 2025Q1: 5,072 shares; 2025Q2: 4,986 shares; 2025Q3: 5,006 shares; 2025Q4: 51,781 shares; 2026Q1: 5,211 shares 5,211 $683K 0.01% -46,570 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: restricted; 2024Q4: 69,199 shares; 2025Q1: 69,894 shares; 2025Q2: 53,075 shares; 2025Q3: 55,554 shares; 2025Q4: 14,822 shares; 2026Q1: 14,652 shares 14,652 $681K 0.01% -170 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: restricted; 2024Q4: 7,112 shares; 2025Q1: 6,932 shares; 2025Q2: 6,220 shares; 2025Q3: 6,013 shares; 2025Q4: 5,362 shares; 2026Q1: 4,687 shares 4,687 $678K 0.01% -675 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,700 shares; 2025Q3: 5,513 shares; 2025Q4: 11,946 shares; 2026Q1: 11,346 shares 11,346 $667K 0.01% -600 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: restricted; 2024Q4: 9,371 shares; 2025Q1: 9,241 shares; 2025Q2: 9,242 shares; 2025Q3: 9,242 shares; 2025Q4: 8,004 shares; 2026Q1: 7,919 shares 7,919 $663K 0.01% -85 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,388 shares; 2025Q1: 19,464 shares; 2025Q2: 28,598 shares; 2025Q3: 29,248 shares; 2025Q4: 29,807 shares; 2026Q1: 30,294 shares 30,294 $662K 0.01% +487 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,775 shares; 2025Q1: 4,057 shares; 2025Q2: 4,270 shares; 2025Q3: 3,968 shares; 2025Q4: 4,189 shares; 2026Q1: 4,193 shares 4,193 $659K 0.01% +4 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,588 shares; 2025Q3: 12,434 shares; 2025Q4: 12,414 shares; 2026Q1: 12,394 shares 12,394 $655K 0.01% -20 Timeline XLC 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: restricted; 2024Q4: 3,625 shares; 2025Q1: 3,608 shares; 2025Q2: 4,188 shares; 2025Q3: 4,971 shares; 2025Q4: 5,521 shares; 2026Q1: 5,856 shares 5,856 $649K 0.01% +335 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: restricted; 2024Q4: 15,136 shares; 2025Q1: 14,993 shares; 2025Q2: 3,324 shares; 2025Q3: 3,213 shares; 2025Q4: 3,317 shares; 2026Q1: 3,172 shares 3,172 $647K 0.01% -145 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: restricted; 2024Q4: 2,027 shares; 2025Q1: 2,212 shares; 2025Q2: 2,392 shares; 2025Q3: 3,328 shares; 2025Q4: 6,852 shares; 2026Q1: 5,930 shares 5,930 $646K 0.01% -922 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,086 shares; 2025Q3: 11,006 shares; 2025Q4: 11,156 shares; 2026Q1: 16,654 shares 16,654 $646K 0.01% +5,498 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,750 shares; 2025Q1: 16,155 shares; 2025Q2: 23,735 shares; 2025Q3: 26,179 shares; 2025Q4: 33,470 shares; 2026Q1: 34,875 shares 34,875 $642K 0.01% +1,405 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: restricted; 2024Q4: 4,532 shares; 2025Q1: 3,268 shares; 2025Q2: 3,150 shares; 2025Q3: 3,362 shares; 2025Q4: 2,373 shares; 2026Q1: 2,634 shares 2,634 $640K 0.01% +261 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,933 shares; 2025Q3: 2,001 shares; 2025Q4: 2,036 shares; 2026Q1: 2,078 shares 2,078 $632K 0.01% +42 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,903 shares 4,903 $629K 0.01% new Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,789 shares; 2025Q1: not reported; 2025Q2: 5,959 shares; 2025Q3: 6,244 shares; 2025Q4: 6,340 shares; 2026Q1: 6,557 shares 6,557 $622K 0.01% +217 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: restricted; 2024Q4: 5,895 shares; 2025Q1: 5,712 shares; 2025Q2: 2,669 shares; 2025Q3: 2,310 shares; 2025Q4: 2,326 shares; 2026Q1: 2,315 shares 2,315 $616K 0.01% -11 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,380 shares; 2025Q3: 4,392 shares; 2025Q4: 4,292 shares; 2026Q1: 4,163 shares 4,163 $609K 0.01% -129 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,442 shares; 2025Q2: 10,405 shares; 2025Q3: 9,919 shares; 2025Q4: 9,987 shares; 2026Q1: 9,441 shares 9,441 $608K 0.01% -546 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,480 shares; 2025Q1: 4,464 shares; 2025Q2: 4,464 shares; 2025Q3: 4,464 shares; 2025Q4: 4,464 shares; 2026Q1: 4,464 shares 4,464 $604K 0.01% 0 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,868 shares; 2025Q4: 5,215 shares; 2026Q1: 5,007 shares 5,007 $603K 0.01% -208 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,958 shares; 2025Q1: 8,742 shares; 2025Q2: 9,248 shares; 2025Q3: 10,139 shares; 2025Q4: 11,004 shares; 2026Q1: 15,408 shares 15,408 $603K 0.01% +4,404 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,068 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 10,693 shares; 2026Q1: 9,956 shares 9,956 $602K 0.01% -737 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,054 shares; 2025Q1: 14,064 shares; 2025Q2: 11,859 shares; 2025Q3: 11,828 shares; 2025Q4: 11,457 shares; 2026Q1: 12,313 shares 12,313 $601K 0.01% +856 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,807 shares; 2025Q3: 19,208 shares; 2025Q4: 19,081 shares; 2026Q1: 18,635 shares 18,635 $600K 0.01% -446 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,899 shares; 2025Q3: 16,874 shares; 2025Q4: 17,651 shares; 2026Q1: 16,342 shares 16,342 $599K 0.01% -1,309 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: restricted; 2024Q4: 12,862 shares; 2025Q1: 7,038 shares; 2025Q2: 7,348 shares; 2025Q3: 6,823 shares; 2025Q4: 7,700 shares; 2026Q1: 8,262 shares 8,262 $599K 0.01% +562 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: restricted; 2024Q4: 3,031 shares; 2025Q1: 2,577 shares; 2025Q2: 2,555 shares; 2025Q3: 2,578 shares; 2025Q4: 2,829 shares; 2026Q1: 2,832 shares 2,832 $598K 0.01% +3 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: restricted; 2024Q4: 10,362 shares; 2025Q1: 10,675 shares; 2025Q2: 8,720 shares; 2025Q3: 7,909 shares; 2025Q4: 1,272 shares; 2026Q1: 1,259 shares 1,259 $596K 0.01% -13 Timeline PRA PROASSURANCE CORP More: the full row for PROASSURANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,770 shares; 2025Q2: 26,651 shares; 2025Q3: 23,950 shares; 2025Q4: 23,947 shares; 2026Q1: 24,097 shares 24,097 $596K 0.01% +150 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,979 shares; 2025Q2: 8,963 shares; 2025Q3: 8,548 shares; 2025Q4: 8,296 shares; 2026Q1: 8,098 shares 8,098 $589K 0.01% -198 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,704 shares; 2025Q1: not reported; 2025Q2: 8,390 shares; 2025Q3: 8,671 shares; 2025Q4: 8,913 shares; 2026Q1: 9,088 shares 9,088 $587K 0.01% +175 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,297 shares 8,297 $585K 0.01% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,494 shares; 2025Q1: 5,644 shares; 2025Q2: 5,049 shares; 2025Q3: 4,735 shares; 2025Q4: 3,703 shares; 2026Q1: 2,975 shares 2,975 $583K 0.01% -728 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,298 shares; 2025Q2: 7,114 shares; 2025Q3: 5,941 shares; 2025Q4: 8,049 shares; 2026Q1: 7,362 shares 7,362 $583K 0.01% -687 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,735 shares; 2025Q3: 11,228 shares; 2025Q4: 11,144 shares; 2026Q1: 10,682 shares 10,682 $581K 0.01% -462 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,897 shares; 2025Q4: 10,779 shares; 2026Q1: 10,997 shares 10,997 $580K 0.01% +218 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,622 shares; 2025Q1: 6,637 shares; 2025Q2: 6,619 shares; 2025Q3: 6,297 shares; 2025Q4: 6,299 shares; 2026Q1: 6,332 shares 6,332 $577K 0.01% +33 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,722 shares; 2025Q1: 3,545 shares; 2025Q2: 3,178 shares; 2025Q3: 5,521 shares; 2025Q4: 6,006 shares; 2026Q1: 6,537 shares 6,537 $567K 0.01% +531 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,267 shares; 2025Q3: 4,039 shares; 2025Q4: 4,027 shares; 2026Q1: 3,915 shares 3,915 $566K 0.01% -112 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,313 shares; 2025Q2: 3,901 shares; 2025Q3: 3,722 shares; 2025Q4: 3,668 shares; 2026Q1: 3,715 shares 3,715 $566K 0.01% +47 Timeline IYH 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,175 shares; 2026Q1: 9,175 shares 9,175 $566K 0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,478 shares; 2025Q3: 11,535 shares; 2025Q4: 11,506 shares; 2026Q1: 11,745 shares 11,745 $557K 0.01% +239 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,040 shares; 2025Q3: 8,640 shares; 2025Q4: 8,457 shares; 2026Q1: 9,316 shares 9,316 $550K 0.01% +859 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: restricted; 2024Q4: 5,889 shares; 2025Q1: 5,678 shares; 2025Q2: 5,683 shares; 2025Q3: 5,734 shares; 2025Q4: 5,537 shares; 2026Q1: 5,695 shares 5,695 $549K 0.01% +158 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,749 shares; 2025Q3: 13,036 shares; 2025Q4: 13,266 shares; 2026Q1: 13,525 shares 13,525 $545K 0.01% +259 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,296 shares; 2025Q4: 1,309 shares; 2026Q1: 1,390 shares 1,390 $545K 0.01% +81 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 16,419 shares; 2025Q2: 49,815 shares; 2025Q3: 46,360 shares; 2025Q4: 46,963 shares; 2026Q1: 45,561 shares 45,561 $543K 0.01% -1,402 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,369 shares; 2025Q1: not reported; 2025Q2: 4,703 shares; 2025Q3: 4,864 shares; 2025Q4: 5,005 shares; 2026Q1: 5,008 shares 5,008 $542K 0.01% +3 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,101 shares; 2025Q3: 12,401 shares; 2025Q4: 12,355 shares; 2026Q1: 12,171 shares 12,171 $539K 0.01% -184 Timeline VSS 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: restricted; 2024Q4: 8,306 shares; 2025Q1: 8,368 shares; 2025Q2: 6,433 shares; 2025Q3: 5,167 shares; 2025Q4: 5,971 shares; 2026Q1: 3,660 shares 3,660 $534K 0.01% -2,311 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: restricted; 2024Q4: 10,641 shares; 2025Q1: 10,615 shares; 2025Q2: 9,594 shares; 2025Q3: 9,146 shares; 2025Q4: 9,483 shares; 2026Q1: 9,433 shares 9,433 $531K 0.01% -50 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,407 shares; 2025Q1: 51,437 shares; 2025Q2: 61,319 shares; 2025Q3: 49,543 shares; 2025Q4: 49,922 shares; 2026Q1: 31,640 shares 31,640 $529K 0.01% -18,282 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,238 shares; 2025Q2: 6,523 shares; 2025Q3: 6,528 shares; 2025Q4: 6,533 shares; 2026Q1: 5,864 shares 5,864 $523K 0.01% -669 Timeline CURB CURBLINE PPTYS CORP More: the full row for CURBLINE PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,758 shares; 2025Q4: 16,866 shares; 2026Q1: 20,238 shares 20,238 $522K 0.01% +3,372 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,327 shares; 2025Q1: 18,597 shares; 2025Q2: 17,404 shares; 2025Q3: 16,464 shares; 2025Q4: 14,421 shares; 2026Q1: 14,152 shares 14,152 $520K 0.01% -269 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,686 shares; 2025Q3: 21,109 shares; 2025Q4: 21,053 shares; 2026Q1: 20,884 shares 20,884 $517K 0.01% -169 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: restricted; 2024Q4: 122,863 shares; 2025Q1: 64,339 shares; 2025Q2: 18,032 shares; 2025Q3: 14,016 shares; 2025Q4: 11,098 shares; 2026Q1: 8,949 shares 8,949 $516K 0.01% -2,149 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,465 shares; 2025Q4: 2,519 shares; 2026Q1: 2,594 shares 2,594 $513K 0.01% +75 Timeline CPF CENTRAL PAC FINL CORP More: the full row for CENTRAL PAC FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,491 shares; 2025Q3: 17,649 shares; 2025Q4: 17,232 shares; 2026Q1: 15,712 shares 15,712 $502K 0.01% -1,520 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,650 shares; 2025Q1: 9,650 shares; 2025Q2: 9,650 shares; 2025Q3: 9,650 shares; 2025Q4: 9,650 shares; 2026Q1: 9,650 shares 9,650 $501K 0.01% 0 Timeline VTOL BRISTOW GROUP INC More: the full row for BRISTOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,251 shares; 2025Q3: 11,555 shares; 2025Q4: 11,274 shares; 2026Q1: 10,672 shares 10,672 $500K 0.01% -602 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,770 shares; 2025Q3: 49,278 shares; 2025Q4: 46,737 shares; 2026Q1: 45,950 shares 45,950 $498K 0.01% -787 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,119 shares; 2025Q2: 8,766 shares; 2025Q3: 8,536 shares; 2025Q4: 8,330 shares; 2026Q1: 8,003 shares 8,003 $495K 0.01% -327 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,503 shares; 2025Q2: 19,685 shares; 2025Q3: 18,881 shares; 2025Q4: 18,940 shares; 2026Q1: 17,530 shares 17,530 $491K 0.01% -1,410 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,608 shares; 2025Q1: 5,644 shares; 2025Q2: 5,653 shares; 2025Q3: 5,514 shares; 2025Q4: 5,045 shares; 2026Q1: 5,254 shares 5,254 $490K 0.01% +209 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,881 shares; 2026Q1: 37,167 shares 37,167 $488K 0.01% +15,286 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: restricted; 2024Q4: 4,836 shares; 2025Q1: 4,197 shares; 2025Q2: 1,603 shares; 2025Q3: 1,640 shares; 2025Q4: 910 shares; 2026Q1: 1,092 shares 1,092 $488K 0.01% +182 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,746 shares; 2025Q3: 12,263 shares; 2025Q4: 12,325 shares; 2026Q1: 12,401 shares 12,401 $487K 0.01% +76 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,282 shares; 2025Q3: 6,073 shares; 2025Q4: 5,845 shares; 2026Q1: 5,979 shares 5,979 $486K 0.01% +134 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: restricted; 2024Q4: not reported; 2025Q1: 793 shares; 2025Q2: 728 shares; 2025Q3: 757 shares; 2025Q4: 1,608 shares; 2026Q1: 1,415 shares 1,415 $486K 0.01% -193 Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,407 shares; 2025Q3: 7,096 shares; 2025Q4: 6,995 shares; 2026Q1: 6,916 shares 6,916 $480K 0.01% -79 Timeline HMN HORACE MANN EDUCATORS CORP N More: the full row for HORACE MANN EDUCATORS CORP N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,951 shares; 2025Q3: 11,600 shares; 2025Q4: 11,154 shares; 2026Q1: 11,151 shares 11,151 $476K 0.01% -3 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,948 shares; 2025Q1: 4,841 shares; 2025Q2: 10,873 shares; 2025Q3: 2,596 shares; 2025Q4: 2,594 shares; 2026Q1: 2,603 shares 2,603 $475K 0.01% +9 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,024 shares; 2025Q2: 21,123 shares; 2025Q3: 17,296 shares; 2025Q4: 13,969 shares; 2026Q1: 12,993 shares 12,993 $473K 0.01% -976 Timeline MGC 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: restricted; 2024Q4: 2,644 shares; 2025Q1: 2,596 shares; 2025Q2: 2,113 shares; 2025Q3: 2,113 shares; 2025Q4: 2,065 shares; 2026Q1: 1,992 shares 1,992 $471K 0.01% -73 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,209 shares; 2026Q1: 8,017 shares 8,017 $470K 0.01% +1,808 Timeline TALO TALOS ENERGY INC More: the full row for TALOS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,396 shares; 2025Q2: 35,366 shares; 2025Q3: 30,461 shares; 2025Q4: 29,813 shares; 2026Q1: 29,733 shares 29,733 $469K 0.01% -80 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,445 shares; 2025Q3: not reported; 2025Q4: 9,567 shares; 2026Q1: 22,525 shares 22,525 $468K 0.01% +12,958 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,355 shares; 2025Q2: 15,623 shares; 2025Q3: 15,028 shares; 2025Q4: 14,410 shares; 2026Q1: 13,977 shares 13,977 $464K 0.01% -433 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,093 shares; 2026Q1: 39,823 shares 39,823 $462K 0.01% +730 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,930 shares; 2025Q3: 1,857 shares; 2025Q4: 1,789 shares; 2026Q1: 1,823 shares 1,823 $459K 0.01% +34 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,524 shares; 2025Q3: 8,052 shares; 2025Q4: 8,080 shares; 2026Q1: 8,048 shares 8,048 $451K 0.01% -32 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,627 shares; 2025Q2: 7,909 shares; 2025Q3: 7,225 shares; 2025Q4: 7,065 shares; 2026Q1: 7,135 shares 7,135 $446K 0.01% +70 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,775 shares; 2025Q3: 1,719 shares; 2025Q4: 1,745 shares; 2026Q1: 1,780 shares 1,780 $446K 0.01% +35 Timeline FWRD FORWARD AIR CORP More: the full row for FORWARD AIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,126 shares; 2025Q3: 26,636 shares; 2025Q4: 26,401 shares; 2026Q1: 26,682 shares 26,682 $446K 0.01% +281 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,302 shares; 2025Q1: not reported; 2025Q2: 8,516 shares; 2025Q3: 8,969 shares; 2025Q4: 9,113 shares; 2026Q1: 5,555 shares 5,555 $444K 0.01% -3,558 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,330 shares; 2025Q4: 2,505 shares; 2026Q1: 1,771 shares 1,771 $444K 0.01% -734 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,113 shares; 2025Q2: 15,253 shares; 2025Q3: 13,011 shares; 2025Q4: 11,493 shares; 2026Q1: 10,803 shares 10,803 $435K 0.01% -690 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: restricted; 2024Q4: 3,312 shares; 2025Q1: 2,169 shares; 2025Q2: 2,317 shares; 2025Q3: 2,169 shares; 2025Q4: 2,251 shares; 2026Q1: 2,216 shares 2,216 $435K 0.01% -35 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,108 shares; 2026Q1: 4,195 shares 4,195 $435K 0.01% +87 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,193 shares 2,193 $433K 0.01% new 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: restricted; 2024Q4: 646 shares; 2025Q1: 613 shares; 2025Q2: 492 shares; 2025Q3: 1,071 shares; 2025Q4: 537 shares; 2026Q1: 985 shares 985 $427K 0.01% +448 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 607 shares; 2025Q3: 814 shares; 2025Q4: 775 shares; 2026Q1: 771 shares 771 $423K 0.01% -4 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,768 shares; 2025Q4: 8,568 shares; 2026Q1: 7,851 shares 7,851 $422K 0.01% -717 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: restricted; 2024Q4: 1,272 shares; 2025Q1: 2,554 shares; 2025Q2: 2,603 shares; 2025Q3: 2,234 shares; 2025Q4: 2,140 shares; 2026Q1: 2,286 shares 2,286 $421K 0.01% +146 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,582 shares; 2025Q3: 4,288 shares; 2025Q4: 4,263 shares; 2026Q1: 4,244 shares 4,244 $417K 0.01% -19 Timeline VLUE 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: restricted; 2024Q4: 6,132 shares; 2025Q1: 5,768 shares; 2025Q2: 4,710 shares; 2025Q3: 4,731 shares; 2025Q4: 3,287 shares; 2026Q1: 2,900 shares 2,900 $412K 0.01% -387 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,972 shares; 2025Q4: 1,972 shares; 2026Q1: 3,862 shares 3,862 $411K 0.01% +1,890 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,217 shares; 2025Q3: 21,598 shares; 2025Q4: 21,152 shares; 2026Q1: 19,352 shares 19,352 $409K 0.01% -1,800 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,147 shares 12,147 $409K 0.01% new Timeline ASTH ASTRANA HEALTH INC More: the full row for ASTRANA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,079 shares; 2025Q3: 11,842 shares; 2025Q4: 11,206 shares; 2026Q1: 16,614 shares 16,614 $407K 0.01% +5,408 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,181 shares; 2025Q1: 29,970 shares; 2025Q2: 31,599 shares; 2025Q3: 30,501 shares; 2025Q4: 30,142 shares; 2026Q1: 30,142 shares 30,142 $407K 0.01% 0 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: restricted; 2024Q4: 31,432 shares; 2025Q1: 3,027 shares; 2025Q2: 2,949 shares; 2025Q3: 2,950 shares; 2025Q4: 3,069 shares; 2026Q1: 3,002 shares 3,002 $407K 0.01% -67 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,136 shares 16,136 $405K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 520 shares; 2026Q1: 556 shares 556 $405K 0.01% +36 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,619 shares 19,619 $405K 0.01% new Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,810 shares; 2025Q3: 3,601 shares; 2025Q4: 5,331 shares; 2026Q1: 5,333 shares 5,333 $403K 0.01% +2 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,298 shares; 2025Q2: 40,050 shares; 2025Q3: 39,187 shares; 2025Q4: 48,763 shares; 2026Q1: 44,464 shares 44,464 $401K 0.01% -4,299 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,626 shares; 2025Q1: not reported; 2025Q2: 5,725 shares; 2025Q3: 6,446 shares; 2025Q4: 6,373 shares; 2026Q1: 6,599 shares 6,599 $400K 0.01% +226 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,434 shares 1,434 $400K 0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,052 shares; 2025Q1: 5,533 shares; 2025Q2: 4,217 shares; 2025Q3: 4,203 shares; 2025Q4: 3,328 shares; 2026Q1: 3,339 shares 3,339 $399K 0.01% +11 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,231 shares; 2025Q1: 1,303 shares; 2025Q2: 1,143 shares; 2025Q3: 1,102 shares; 2025Q4: 1,243 shares; 2026Q1: 1,161 shares 1,161 $398K 0.01% -82 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,028 shares; 2025Q3: 24,997 shares; 2025Q4: 24,375 shares; 2026Q1: 22,601 shares 22,601 $397K 0.01% -1,774 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,860 shares; 2025Q3: 5,772 shares; 2025Q4: 5,739 shares; 2026Q1: 7,906 shares 7,906 $397K 0.01% +2,167 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: restricted; 2024Q4: 4,620 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,885 shares; 2026Q1: 1,901 shares 1,901 $396K 0.01% +16 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,398 shares; 2025Q3: 6,053 shares; 2025Q4: 6,055 shares; 2026Q1: 5,805 shares 5,805 $396K 0.01% -250 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: restricted; 2024Q4: 12,272 shares; 2025Q1: 11,949 shares; 2025Q2: 11,981 shares; 2025Q3: 64,144 shares; 2025Q4: 135,442 shares; 2026Q1: 12,284 shares 12,284 $393K 0.01% -123,158 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280 shares; 2025Q4: 284 shares; 2026Q1: 285 shares 285 $393K 0.01% +1 Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,889 shares; 2025Q1: 3,889 shares; 2025Q2: 3,889 shares; 2025Q3: 3,889 shares; 2025Q4: 3,889 shares; 2026Q1: 3,889 shares 3,889 $393K 0.01% 0 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,282 shares; 2025Q1: 3,002 shares; 2025Q2: 2,001 shares; 2025Q3: 2,020 shares; 2025Q4: 2,102 shares; 2026Q1: 1,958 shares 1,958 $392K 0.01% -144 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: restricted; 2024Q4: 187 shares; 2025Q1: 167 shares; 2025Q2: 2,530 shares; 2025Q3: 2,803 shares; 2025Q4: 3,544 shares; 2026Q1: 4,229 shares 4,229 $390K 0.01% +685 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: restricted; 2024Q4: 5,775 shares; 2025Q1: 5,600 shares; 2025Q2: 5,200 shares; 2025Q3: 6,214 shares; 2025Q4: 11,078 shares; 2026Q1: 8,500 shares 8,500 $390K 0.01% -2,578 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,564 shares; 2025Q3: 5,244 shares; 2025Q4: 7,774 shares; 2026Q1: 7,396 shares 7,396 $386K 0.01% -378 Timeline IYC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,975 shares; 2026Q1: 3,975 shares 3,975 $385K 0.01% 0 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,474 shares; 2025Q3: 6,121 shares; 2025Q4: 6,085 shares; 2026Q1: 6,209 shares 6,209 $383K 0.01% +124 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,754 shares; 2025Q1: 14,460 shares; 2025Q2: 13,225 shares; 2025Q3: 10,361 shares; 2025Q4: 8,207 shares; 2026Q1: 6,339 shares 6,339 $383K 0.01% -1,868 Timeline