DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935,738 shares; 2024Q4: 1,446,508 shares; 2025Q1: 1,796,986 shares; 2025Q2: 1,834,069 shares; 2025Q3: 1,890,776 shares; 2025Q4: 1,978,765 shares; 2026Q1: 2,536,433 shares 2,536,433 $98.8M 3.05% +557,668 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: 9,866 shares; 2024Q4: 9,866 shares; 2025Q1: 9,935 shares; 2025Q2: 9,935 shares; 2025Q3: 9,935 shares; 2025Q4: 147,817 shares; 2026Q1: 151,743 shares 151,743 $96.5M 2.98% +3,926 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: 287,817 shares; 2024Q4: 280,638 shares; 2025Q1: 268,170 shares; 2025Q2: 266,273 shares; 2025Q3: 251,012 shares; 2025Q4: 383,200 shares; 2026Q1: 379,155 shares 379,155 $95.3M 2.94% -4,045 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: 14,681 shares; 2024Q4: 15,674 shares; 2025Q1: 14,832 shares; 2025Q2: 13,599 shares; 2025Q3: 13,636 shares; 2025Q4: 279,269 shares; 2026Q1: 284,832 shares 284,832 $88.9M 2.74% +5,563 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: 171,701 shares; 2024Q4: 167,444 shares; 2025Q1: 158,408 shares; 2025Q2: 153,511 shares; 2025Q3: 145,625 shares; 2025Q4: 231,204 shares; 2026Q1: 229,102 shares 229,102 $83.8M 2.59% -2,102 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,615 shares; 2025Q1: 3,707 shares; 2025Q2: 3,707 shares; 2025Q3: 3,707 shares; 2025Q4: 1,093,834 shares; 2026Q1: 1,099,375 shares 1,099,375 $82.1M 2.53% +5,541 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: 162,139 shares; 2024Q4: 156,151 shares; 2025Q1: 143,475 shares; 2025Q2: 141,296 shares; 2025Q3: 139,155 shares; 2025Q4: 266,263 shares; 2026Q1: 314,118 shares 314,118 $64.4M 1.99% +47,855 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: 220,726 shares; 2024Q4: 207,441 shares; 2025Q1: 244,457 shares; 2025Q2: 258,396 shares; 2025Q3: 238,823 shares; 2025Q4: 350,416 shares; 2026Q1: 361,201 shares 361,201 $62.1M 1.92% +10,785 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: 99,182 shares; 2024Q4: 97,397 shares; 2025Q1: 92,318 shares; 2025Q2: 86,554 shares; 2025Q3: 82,489 shares; 2025Q4: 218,043 shares; 2026Q1: 212,770 shares 212,770 $59.2M 1.83% -5,273 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: 46,839 shares; 2024Q4: 44,666 shares; 2025Q1: 43,613 shares; 2025Q2: 41,838 shares; 2025Q3: 40,647 shares; 2025Q4: 220,096 shares; 2026Q1: 118,284 shares 118,284 $56.4M 1.74% -101,812 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: 79,706 shares; 2024Q4: 76,580 shares; 2025Q1: 65,646 shares; 2025Q2: 62,914 shares; 2025Q3: 56,209 shares; 2025Q4: 426,696 shares; 2026Q1: 413,344 shares 413,344 $51.1M 1.58% -13,352 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: 159,056 shares; 2024Q4: 150,122 shares; 2025Q1: 138,048 shares; 2025Q2: 134,427 shares; 2025Q3: 122,953 shares; 2025Q4: 174,826 shares; 2026Q1: 171,257 shares 171,257 $49.8M 1.54% -3,569 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: 29,553 shares; 2024Q4: 37,044 shares; 2025Q1: 29,567 shares; 2025Q2: 29,466 shares; 2025Q3: 30,830 shares; 2025Q4: 509,258 shares; 2026Q1: 517,259 shares 517,259 $48.8M 1.51% +8,001 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2,680 shares; 2025Q1: 34,392 shares; 2025Q2: 35,721 shares; 2025Q3: 67,827 shares; 2025Q4: 131,538 shares; 2026Q1: 134,656 shares 134,656 $40.7M 1.26% +3,118 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: 112,770 shares; 2024Q4: 111,257 shares; 2025Q1: 105,545 shares; 2025Q2: 103,904 shares; 2025Q3: 101,157 shares; 2025Q4: 200,060 shares; 2026Q1: 176,217 shares 176,217 $36.8M 1.14% -23,843 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: 48,411 shares; 2024Q4: 49,426 shares; 2025Q1: 45,592 shares; 2025Q2: 51,067 shares; 2025Q3: 50,831 shares; 2025Q4: 55,269 shares; 2026Q1: 61,002 shares 61,002 $36.4M 1.12% +5,733 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: 125,208 shares; 2024Q4: 124,258 shares; 2025Q1: 115,441 shares; 2025Q2: 113,001 shares; 2025Q3: 101,157 shares; 2025Q4: 126,569 shares; 2026Q1: 127,275 shares 127,275 $36.2M 1.12% +706 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: 101,774 shares; 2024Q4: 98,306 shares; 2025Q1: 88,489 shares; 2025Q2: 85,611 shares; 2025Q3: 82,828 shares; 2025Q4: 224,605 shares; 2026Q1: 211,592 shares 211,592 $36.1M 1.12% -13,013 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: 13,367 shares; 2024Q4: 19,187 shares; 2025Q1: 19,282 shares; 2025Q2: 18,548 shares; 2025Q3: 19,741 shares; 2025Q4: 49,446 shares; 2026Q1: 49,948 shares 49,948 $31.9M 0.99% +502 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 268,429 shares; 2026Q1: 290,126 shares 290,126 $30.7M 0.95% +21,697 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 462,117 shares; 2026Q1: 503,543 shares 503,543 $29.5M 0.91% +41,426 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: 182,810 shares; 2024Q4: 177,241 shares; 2025Q1: 185,171 shares; 2025Q2: 186,078 shares; 2025Q3: 178,350 shares; 2025Q4: 343,422 shares; 2026Q1: 315,627 shares 315,627 $29.2M 0.9% -27,795 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: 75,280 shares; 2024Q4: 74,594 shares; 2025Q1: 44,065 shares; 2025Q2: 40,977 shares; 2025Q3: 40,501 shares; 2025Q4: 122,054 shares; 2026Q1: 115,030 shares 115,030 $28M 0.86% -7,024 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: 80,359 shares; 2024Q4: 76,625 shares; 2025Q1: 65,719 shares; 2025Q2: 63,602 shares; 2025Q3: 62,046 shares; 2025Q4: 150,378 shares; 2026Q1: 147,317 shares 147,317 $27.9M 0.86% -3,061 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: 40,878 shares; 2024Q4: 40,379 shares; 2025Q1: 36,423 shares; 2025Q2: 35,784 shares; 2025Q3: 34,421 shares; 2025Q4: 47,149 shares; 2026Q1: 49,277 shares 49,277 $27.7M 0.86% +2,128 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: 133,912 shares; 2024Q4: 143,685 shares; 2025Q1: 141,430 shares; 2025Q2: 140,098 shares; 2025Q3: 138,529 shares; 2025Q4: 159,735 shares; 2026Q1: 159,868 shares 159,868 $24.9M 0.77% +133 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: 27,985 shares; 2024Q4: 27,985 shares; 2025Q1: 27,985 shares; 2025Q2: 29,970 shares; 2025Q3: 29,970 shares; 2025Q4: 217,375 shares; 2026Q1: 227,549 shares 227,549 $24.2M 0.75% +10,174 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: 588 shares; 2024Q4: 588 shares; 2025Q1: not reported; 2025Q2: 1,412 shares; 2025Q3: 1,330 shares; 2025Q4: 59,123 shares; 2026Q1: 57,775 shares 57,775 $23.8M 0.73% -1,348 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: 12,113 shares; 2024Q4: 12,113 shares; 2025Q1: 12,113 shares; 2025Q2: 11,797 shares; 2025Q3: 11,797 shares; 2025Q4: 41,898 shares; 2026Q1: 41,930 shares 41,930 $23.6M 0.73% +32 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: 16,522 shares; 2024Q4: 15,948 shares; 2025Q1: 14,717 shares; 2025Q2: 14,307 shares; 2025Q3: 13,003 shares; 2025Q4: 21,859 shares; 2026Q1: 22,176 shares 22,176 $22.1M 0.68% +317 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: 91,914 shares; 2024Q4: 91,621 shares; 2025Q1: 88,143 shares; 2025Q2: 113,444 shares; 2025Q3: 113,174 shares; 2025Q4: 219,462 shares; 2026Q1: 205,898 shares 205,898 $19.6M 0.61% -13,564 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: 65,312 shares; 2024Q4: 64,274 shares; 2025Q1: 63,248 shares; 2025Q2: 61,497 shares; 2025Q3: 60,400 shares; 2025Q4: 131,281 shares; 2026Q1: 130,870 shares 130,870 $18.9M 0.58% -411 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: 34,146 shares; 2024Q4: 32,786 shares; 2025Q1: 31,539 shares; 2025Q2: 30,944 shares; 2025Q3: 29,956 shares; 2025Q4: 52,192 shares; 2026Q1: 53,259 shares 53,259 $18.7M 0.58% +1,067 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: 92,828 shares; 2024Q4: 92,490 shares; 2025Q1: 88,837 shares; 2025Q2: 86,948 shares; 2025Q3: 86,623 shares; 2025Q4: 245,589 shares; 2026Q1: 238,703 shares 238,703 $18.4M 0.57% -6,886 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,807 shares; 2024Q4: 50,723 shares; 2025Q1: 51,970 shares; 2025Q2: 60,477 shares; 2025Q3: 58,939 shares; 2025Q4: 61,213 shares; 2026Q1: 52,926 shares 52,926 $18M 0.55% -8,287 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: 193,931 shares; 2024Q4: 189,576 shares; 2025Q1: 166,972 shares; 2025Q2: 155,881 shares; 2025Q3: 148,230 shares; 2025Q4: 170,756 shares; 2026Q1: 172,814 shares 172,814 $17.7M 0.55% +2,058 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189,470 shares; 2026Q1: 164,483 shares 164,483 $17.7M 0.55% -24,987 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: 83,863 shares; 2024Q4: 82,989 shares; 2025Q1: 83,610 shares; 2025Q2: 82,733 shares; 2025Q3: 83,703 shares; 2025Q4: 88,781 shares; 2026Q1: 88,514 shares 88,514 $17.3M 0.54% -267 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: 80,363 shares; 2024Q4: 78,048 shares; 2025Q1: 78,523 shares; 2025Q2: 75,526 shares; 2025Q3: 74,047 shares; 2025Q4: 236,851 shares; 2026Q1: 262,203 shares 262,203 $17.3M 0.54% +25,352 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: 29,972 shares; 2024Q4: 27,589 shares; 2025Q1: 39,984 shares; 2025Q2: 41,007 shares; 2025Q3: 40,836 shares; 2025Q4: 63,082 shares; 2026Q1: 48,054 shares 48,054 $16.8M 0.52% -15,028 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: 39,811 shares; 2024Q4: 37,735 shares; 2025Q1: 37,051 shares; 2025Q2: 40,089 shares; 2025Q3: 38,116 shares; 2025Q4: 107,421 shares; 2026Q1: 164,483 shares 164,483 $15.9M 0.49% +57,062 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: 3,682 shares; 2024Q4: 3,532 shares; 2025Q1: 3,107 shares; 2025Q2: 3,107 shares; 2025Q3: 3,007 shares; 2025Q4: 164,570 shares; 2026Q1: 146,863 shares 146,863 $15.8M 0.49% -17,707 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,448 shares; 2026Q1: 11,208 shares 11,208 $15.5M 0.48% -3,240 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 184,081 shares; 2026Q1: 590,413 shares 590,413 $15.5M 0.48% +406,332 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,933 shares; 2025Q4: 153,911 shares; 2026Q1: 129,031 shares 129,031 $15M 0.46% -24,880 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,999 shares; 2026Q1: 79,747 shares 79,747 $14.8M 0.46% +25,748 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 258,000 shares; 2026Q1: 287,576 shares 287,576 $14.7M 0.45% +29,576 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: 3,694 shares; 2024Q4: 3,694 shares; 2025Q1: 3,694 shares; 2025Q2: 3,896 shares; 2025Q3: 4,647 shares; 2025Q4: 69,186 shares; 2026Q1: 69,513 shares 69,513 $14.7M 0.45% +327 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: 11,250 shares; 2024Q4: 11,250 shares; 2025Q1: 11,250 shares; 2025Q2: 11,250 shares; 2025Q3: 11,250 shares; 2025Q4: 201,830 shares; 2026Q1: 195,581 shares 195,581 $14.3M 0.44% -6,249 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,262 shares; 2025Q1: 16,786 shares; 2025Q2: 16,583 shares; 2025Q3: 13,965 shares; 2025Q4: 15,459 shares; 2026Q1: 14,873 shares 14,873 $14.2M 0.44% -586 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124,661 shares; 2026Q1: 133,231 shares 133,231 $14.2M 0.44% +8,570 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,882 shares; 2024Q4: 11,881 shares; 2025Q1: 10,606 shares; 2025Q2: 10,419 shares; 2025Q3: 10,013 shares; 2025Q4: 15,048 shares; 2026Q1: 15,455 shares 15,455 $14.1M 0.44% +407 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: 185,429 shares; 2024Q4: 182,250 shares; 2025Q1: 185,095 shares; 2025Q2: 194,737 shares; 2025Q3: 195,488 shares; 2025Q4: 202,358 shares; 2026Q1: 216,242 shares 216,242 $13.8M 0.43% +13,884 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: 104,062 shares; 2024Q4: 95,048 shares; 2025Q1: 56,747 shares; 2025Q2: 36,987 shares; 2025Q3: 32,815 shares; 2025Q4: 118,700 shares; 2026Q1: 115,017 shares 115,017 $13.7M 0.42% -3,683 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 46 shares; 2026Q1: 19 shares 19 $13.6M 0.42% -27 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120,685 shares; 2026Q1: 147,825 shares 147,825 $13.6M 0.42% +27,140 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: not reported; 2024Q4: not reported; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares; 2025Q4: 80,476 shares; 2026Q1: 81,638 shares 81,638 $13.5M 0.42% +1,162 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: 76,657 shares; 2024Q4: 77,101 shares; 2025Q1: 88,156 shares; 2025Q2: 88,190 shares; 2025Q3: 85,613 shares; 2025Q4: 103,658 shares; 2026Q1: 101,874 shares 101,874 $13.5M 0.42% -1,784 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: 25,971 shares; 2024Q4: 25,538 shares; 2025Q1: 25,708 shares; 2025Q2: 25,797 shares; 2025Q3: 26,240 shares; 2025Q4: 30,895 shares; 2026Q1: 30,682 shares 30,682 $13.3M 0.41% -213 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,735 shares; 2026Q1: 42,860 shares 42,860 $13.2M 0.41% -875 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,467 shares; 2026Q1: 146,265 shares 146,265 $13.1M 0.4% +47,798 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: 41,563 shares; 2024Q4: 41,310 shares; 2025Q1: 40,756 shares; 2025Q2: 40,485 shares; 2025Q3: 40,236 shares; 2025Q4: 54,635 shares; 2026Q1: 53,862 shares 53,862 $13M 0.4% -773 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: 101,553 shares; 2024Q4: 99,074 shares; 2025Q1: 96,406 shares; 2025Q2: 95,988 shares; 2025Q3: 93,323 shares; 2025Q4: 93,454 shares; 2026Q1: 86,510 shares 86,510 $12.5M 0.39% -6,944 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: 104,092 shares; 2024Q4: 135,955 shares; 2025Q1: 135,194 shares; 2025Q2: 135,711 shares; 2025Q3: 129,718 shares; 2025Q4: 119,047 shares; 2026Q1: 214,687 shares 214,687 $12.4M 0.38% +95,640 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: 30,828 shares; 2024Q4: 30,550 shares; 2025Q1: 29,271 shares; 2025Q2: 29,012 shares; 2025Q3: 34,789 shares; 2025Q4: 55,707 shares; 2026Q1: 61,989 shares 61,989 $12.3M 0.38% +6,282 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: 28,453 shares; 2024Q4: 29,309 shares; 2025Q1: 28,267 shares; 2025Q2: 27,906 shares; 2025Q3: 27,092 shares; 2025Q4: 41,353 shares; 2026Q1: 40,649 shares 40,649 $12.2M 0.38% -704 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,014 shares; 2026Q1: 57,533 shares 57,533 $12M 0.37% -2,481 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,519 shares; 2025Q3: 46,332 shares; 2025Q4: 60,199 shares; 2026Q1: 60,694 shares 60,694 $11.9M 0.37% +495 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 115,155 shares; 2026Q1: 132,758 shares 132,758 $11.7M 0.36% +17,603 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: 10,588 shares; 2024Q4: 8,758 shares; 2025Q1: 8,586 shares; 2025Q2: 3,077 shares; 2025Q3: 2,910 shares; 2025Q4: 26,997 shares; 2026Q1: 24,069 shares 24,069 $11.6M 0.36% -2,928 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,677 shares; 2024Q4: 12,941 shares; 2025Q1: 12,677 shares; 2025Q2: 12,677 shares; 2025Q3: 12,300 shares; 2025Q4: 157,913 shares; 2026Q1: 125,062 shares 125,062 $11.6M 0.36% -32,851 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: 34,123 shares; 2024Q4: 34,123 shares; 2025Q1: 34,123 shares; 2025Q2: 34,584 shares; 2025Q3: 34,584 shares; 2025Q4: 109,033 shares; 2026Q1: 116,666 shares 116,666 $11.1M 0.34% +7,633 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: 13,601 shares; 2024Q4: 8,990 shares; 2025Q1: 5,550 shares; 2025Q2: 5,300 shares; 2025Q3: 5,541 shares; 2025Q4: 137,033 shares; 2026Q1: 118,199 shares 118,199 $11M 0.34% -18,834 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,393 shares; 2026Q1: 165,578 shares 165,578 $11M 0.34% +74,185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,983 shares; 2026Q1: 18,205 shares 18,205 $10.9M 0.34% +222 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: 10,768 shares; 2024Q4: 10,136 shares; 2025Q1: 9,936 shares; 2025Q2: 9,816 shares; 2025Q3: 7,872 shares; 2025Q4: 21,507 shares; 2026Q1: 21,673 shares 21,673 $10.8M 0.33% +166 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: 2,380 shares; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares; 2025Q4: 26,427 shares; 2026Q1: 41,335 shares 41,335 $10.8M 0.33% +14,908 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,661 shares; 2024Q4: 74,795 shares; 2025Q1: 74,652 shares; 2025Q2: 74,007 shares; 2025Q3: 71,932 shares; 2025Q4: 72,399 shares; 2026Q1: 74,946 shares 74,946 $10.7M 0.33% +2,547 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: 27,392 shares; 2024Q4: 27,587 shares; 2025Q1: 26,450 shares; 2025Q2: 26,916 shares; 2025Q3: 26,153 shares; 2025Q4: 53,091 shares; 2026Q1: 53,018 shares 53,018 $10.6M 0.33% -73 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,370 shares; 2024Q4: 8,324 shares; 2025Q1: 8,126 shares; 2025Q2: 8,102 shares; 2025Q3: 7,884 shares; 2025Q4: 6,303 shares; 2026Q1: 5,521 shares 5,521 $10.6M 0.33% -782 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 417,411 shares 417,411 $10.4M 0.32% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,500 shares; 2025Q4: 84,777 shares; 2026Q1: 113,177 shares 113,177 $10.3M 0.32% +28,400 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,941 shares; 2026Q1: 126,361 shares 126,361 $10.1M 0.31% +43,420 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,924 shares; 2026Q1: 114,348 shares 114,348 $10M 0.31% +1,424 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: 60,464 shares; 2024Q4: 59,693 shares; 2025Q1: 55,560 shares; 2025Q2: 55,321 shares; 2025Q3: 53,906 shares; 2025Q4: 52,867 shares; 2026Q1: 51,990 shares 51,990 $10M 0.31% -877 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,642 shares; 2025Q4: 32,612 shares; 2026Q1: 32,962 shares 32,962 $10M 0.31% +350 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: 31,119 shares; 2024Q4: 32,379 shares; 2025Q1: 96,574 shares; 2025Q2: 103,147 shares; 2025Q3: 89,482 shares; 2025Q4: 125,473 shares; 2026Q1: 131,446 shares 131,446 $10M 0.31% +5,973 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,426 shares; 2025Q4: 68,742 shares; 2026Q1: 66,532 shares 66,532 $9.69M 0.3% -2,210 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: not reported; 2024Q4: 7,672 shares; 2025Q1: 12,145 shares; 2025Q2: 13,112 shares; 2025Q3: 12,426 shares; 2025Q4: 27,075 shares; 2026Q1: 26,343 shares 26,343 $9.64M 0.3% -732 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: 21,163 shares; 2024Q4: 20,496 shares; 2025Q1: 17,854 shares; 2025Q2: 17,167 shares; 2025Q3: 16,391 shares; 2025Q4: 31,133 shares; 2026Q1: 28,529 shares 28,529 $9.31M 0.29% -2,604 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: 22,148 shares; 2024Q4: 21,817 shares; 2025Q1: 21,280 shares; 2025Q2: 20,046 shares; 2025Q3: 18,950 shares; 2025Q4: 67,774 shares; 2026Q1: 75,362 shares 75,362 $9.19M 0.28% +7,588 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: 6,285 shares; 2024Q4: 6,453 shares; 2025Q1: 5,503 shares; 2025Q2: 6,084 shares; 2025Q3: 5,322 shares; 2025Q4: 74,866 shares; 2026Q1: 73,981 shares 73,981 $9.16M 0.28% -885 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: 12,810 shares; 2024Q4: 12,848 shares; 2025Q1: 12,829 shares; 2025Q2: 12,869 shares; 2025Q3: 12,862 shares; 2025Q4: 29,947 shares; 2026Q1: 32,191 shares 32,191 $9.15M 0.28% +2,244 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: 65,716 shares; 2024Q4: 64,577 shares; 2025Q1: 62,885 shares; 2025Q2: 62,265 shares; 2025Q3: 52,707 shares; 2025Q4: 52,638 shares; 2026Q1: 56,092 shares 56,092 $9.11M 0.28% +3,454 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 164,605 shares; 2026Q1: 162,331 shares 162,331 $9.03M 0.28% -2,274 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: 109,119 shares; 2024Q4: 105,150 shares; 2025Q1: 101,908 shares; 2025Q2: 98,784 shares; 2025Q3: 91,972 shares; 2025Q4: 86,523 shares; 2026Q1: 55,742 shares 55,742 $8.89M 0.27% -30,781 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,149 shares; 2024Q4: 39,396 shares; 2025Q1: 38,773 shares; 2025Q2: 38,194 shares; 2025Q3: 37,225 shares; 2025Q4: 32,640 shares; 2026Q1: 30,277 shares 30,277 $8.83M 0.27% -2,363 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: 13,549 shares; 2024Q4: 12,741 shares; 2025Q1: 12,494 shares; 2025Q2: 12,305 shares; 2025Q3: 11,734 shares; 2025Q4: 17,678 shares; 2026Q1: 17,450 shares 17,450 $8.68M 0.27% -228 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: 7,570 shares; 2024Q4: 7,570 shares; 2025Q1: 7,570 shares; 2025Q2: 7,570 shares; 2025Q3: 8,121 shares; 2025Q4: 129,601 shares; 2026Q1: 156,337 shares 156,337 $8.58M 0.26% +26,736 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 347,795 shares; 2026Q1: 409,391 shares 409,391 $8.52M 0.26% +61,596 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: 35,627 shares; 2024Q4: 29,670 shares; 2025Q1: 25,429 shares; 2025Q2: 24,619 shares; 2025Q3: 23,926 shares; 2025Q4: 20,142 shares; 2026Q1: 15,373 shares 15,373 $8.44M 0.26% -4,769 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,500 shares; 2026Q1: 89,224 shares 89,224 $8.43M 0.26% +8,724 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: 6,725 shares; 2024Q4: 6,725 shares; 2025Q1: 6,260 shares; 2025Q2: 30,063 shares; 2025Q3: 28,484 shares; 2025Q4: 38,109 shares; 2026Q1: 38,518 shares 38,518 $8.33M 0.26% +409 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,023 shares; 2025Q4: 58,145 shares; 2026Q1: 58,128 shares 58,128 $8.29M 0.26% -17 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: 3,271 shares; 2024Q4: 3,331 shares; 2025Q1: 3,331 shares; 2025Q2: 3,430 shares; 2025Q3: 3,483 shares; 2025Q4: 95,657 shares; 2026Q1: 84,606 shares 84,606 $8.2M 0.25% -11,051 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,254 shares; 2024Q4: 7,986 shares; 2025Q1: 7,286 shares; 2025Q2: 105,920 shares; 2025Q3: 93,228 shares; 2025Q4: 98,939 shares; 2026Q1: 87,543 shares 87,543 $8.08M 0.25% -11,396 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,575 shares; 2026Q1: 84,823 shares 84,823 $8.03M 0.25% +26,248 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,216 shares; 2024Q4: 37,813 shares; 2025Q1: 36,218 shares; 2025Q2: 36,089 shares; 2025Q3: 34,632 shares; 2025Q4: 27,455 shares; 2026Q1: 27,546 shares 27,546 $7.78M 0.24% +91 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,671 shares; 2026Q1: 48,714 shares 48,714 $7.69M 0.24% +43 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,522 shares; 2026Q1: 78,382 shares 78,382 $7.67M 0.24% +32,860 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 461,032 shares; 2026Q1: 455,482 shares 455,482 $7.66M 0.24% -5,550 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: 550 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,179 shares; 2026Q1: 11,464 shares 11,464 $7.65M 0.24% -3,715 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,836 shares; 2026Q1: 60,669 shares 60,669 $7.61M 0.23% +9,833 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: 97,053 shares; 2024Q4: 92,602 shares; 2025Q1: 80,016 shares; 2025Q2: 78,447 shares; 2025Q3: 75,306 shares; 2025Q4: 94,411 shares; 2026Q1: 92,946 shares 92,946 $7.34M 0.23% -1,465 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,256 shares; 2024Q4: 50,299 shares; 2025Q1: 50,071 shares; 2025Q2: 50,380 shares; 2025Q3: 49,037 shares; 2025Q4: 49,320 shares; 2026Q1: 50,264 shares 50,264 $7.19M 0.22% +944 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: 111,203 shares; 2024Q4: 109,228 shares; 2025Q1: 106,360 shares; 2025Q2: 35,575 shares; 2025Q3: 4,304 shares; 2025Q4: 82,994 shares; 2026Q1: 82,661 shares 82,661 $7.09M 0.22% -333 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,646 shares; 2026Q1: 20,689 shares 20,689 $7.07M 0.22% -9,957 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,653 shares; 2024Q4: 158,602 shares; 2025Q1: 157,293 shares; 2025Q2: 155,899 shares; 2025Q3: 146,637 shares; 2025Q4: 139,483 shares; 2026Q1: 135,175 shares 135,175 $7.02M 0.22% -4,308 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: 49,603 shares; 2024Q4: 48,116 shares; 2025Q1: 46,242 shares; 2025Q2: 44,809 shares; 2025Q3: 43,308 shares; 2025Q4: 43,423 shares; 2026Q1: 43,959 shares 43,959 $6.91M 0.21% +536 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,181 shares; 2026Q1: 102,078 shares 102,078 $6.89M 0.21% +6,897 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: 2,587 shares; 2024Q4: 2,488 shares; 2025Q1: 2,206 shares; 2025Q2: 2,105 shares; 2025Q3: 2,005 shares; 2025Q4: 1,642 shares; 2026Q1: 1,612 shares 1,612 $6.77M 0.21% -30 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,902 shares; 2024Q4: 7,902 shares; 2025Q1: 7,902 shares; 2025Q2: 7,612 shares; 2025Q3: 7,612 shares; 2025Q4: 18,636 shares; 2026Q1: 18,414 shares 18,414 $6.71M 0.21% -222 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,715 shares; 2026Q1: 80,311 shares 80,311 $6.35M 0.2% -1,404 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 177,700 shares; 2026Q1: 248,004 shares 248,004 $6.3M 0.19% +70,304 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 765,165 shares 765,165 $6.27M 0.19% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,736 shares; 2024Q4: 6,945 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,156 shares; 2025Q4: 58,097 shares; 2026Q1: 51,991 shares 51,991 $6.14M 0.19% -6,106 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: 13,332 shares; 2024Q4: 13,332 shares; 2025Q1: 13,122 shares; 2025Q2: 13,122 shares; 2025Q3: 13,122 shares; 2025Q4: 62,581 shares; 2026Q1: 63,616 shares 63,616 $6.07M 0.19% +1,035 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: 21,679 shares; 2024Q4: 21,459 shares; 2025Q1: 21,401 shares; 2025Q2: 21,552 shares; 2025Q3: 21,310 shares; 2025Q4: 25,537 shares; 2026Q1: 25,675 shares 25,675 $5.79M 0.18% +138 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: 167,128 shares; 2024Q4: 157,926 shares; 2025Q1: 78,286 shares; 2025Q2: 69,196 shares; 2025Q3: 114,750 shares; 2025Q4: 143,468 shares; 2026Q1: 141,710 shares 141,710 $5.79M 0.18% -1,758 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,212 shares; 2026Q1: 48,748 shares 48,748 $5.67M 0.17% +536 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,006 shares; 2026Q1: 72,707 shares 72,707 $5.66M 0.17% -21,299 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,325 shares; 2026Q1: 71,534 shares 71,534 $5.55M 0.17% -7,791 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,512 shares; 2024Q4: 118,494 shares; 2025Q1: 115,648 shares; 2025Q2: 114,689 shares; 2025Q3: 111,865 shares; 2025Q4: 103,281 shares; 2026Q1: 69,744 shares 69,744 $5.54M 0.17% -33,537 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,254 shares; 2026Q1: 98,255 shares 98,255 $5.52M 0.17% -1,999 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,961 shares; 2024Q4: 104,908 shares; 2025Q1: 102,441 shares; 2025Q2: 102,790 shares; 2025Q3: 102,199 shares; 2025Q4: 88,389 shares; 2026Q1: 40,154 shares 40,154 $5.5M 0.17% -48,235 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,341 shares; 2025Q4: 21,412 shares; 2026Q1: 21,907 shares 21,907 $5.47M 0.17% +495 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: 35,038 shares; 2024Q4: 32,522 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,908 shares; 2026Q1: 105,376 shares 105,376 $5.46M 0.17% +73,468 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,843 shares; 2026Q1: 22,453 shares 22,453 $5.38M 0.17% +1,610 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250,579 shares; 2026Q1: 196,991 shares 196,991 $5.34M 0.16% -53,588 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: 22,148 shares; 2024Q4: 20,729 shares; 2025Q1: 20,407 shares; 2025Q2: 20,133 shares; 2025Q3: 19,169 shares; 2025Q4: 23,098 shares; 2026Q1: 22,973 shares 22,973 $5.28M 0.16% -125 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: 47,983 shares; 2024Q4: 47,706 shares; 2025Q1: 46,647 shares; 2025Q2: 44,942 shares; 2025Q3: 43,747 shares; 2025Q4: 52,673 shares; 2026Q1: 52,799 shares 52,799 $5.16M 0.16% +126 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,164 shares; 2024Q4: 13,886 shares; 2025Q1: 14,164 shares; 2025Q2: 27,741 shares; 2025Q3: 25,100 shares; 2025Q4: 30,388 shares; 2026Q1: 30,056 shares 30,056 $5.09M 0.16% -332 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,322 shares; 2026Q1: 49,347 shares 49,347 $5.09M 0.16% +2,025 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,702 shares; 2026Q1: 48,311 shares 48,311 $5.07M 0.16% +37,609 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: 10,208 shares; 2024Q4: 10,208 shares; 2025Q1: 10,208 shares; 2025Q2: 10,298 shares; 2025Q3: 10,298 shares; 2025Q4: 38,598 shares; 2026Q1: 75,188 shares 75,188 $5.01M 0.15% +36,590 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: 14,301 shares; 2024Q4: 13,361 shares; 2025Q1: 15,097 shares; 2025Q2: 14,884 shares; 2025Q3: 14,225 shares; 2025Q4: 15,800 shares; 2026Q1: 15,349 shares 15,349 $5M 0.15% -451 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: 13,740 shares; 2024Q4: 13,286 shares; 2025Q1: 13,286 shares; 2025Q2: 13,286 shares; 2025Q3: 13,011 shares; 2025Q4: 40,632 shares; 2026Q1: 39,932 shares 39,932 $4.99M 0.15% -700 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,847 shares; 2026Q1: 3,955 shares 3,955 $4.96M 0.15% +108 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110,243 shares; 2026Q1: 111,050 shares 111,050 $4.96M 0.15% +807 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,531 shares; 2026Q1: 32,671 shares 32,671 $4.91M 0.15% -18,860 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,171 shares; 2026Q1: 222,559 shares 222,559 $4.89M 0.15% +135,388 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: 35,533 shares; 2024Q4: 33,245 shares; 2025Q1: 30,827 shares; 2025Q2: 30,308 shares; 2025Q3: 29,480 shares; 2025Q4: 19,796 shares; 2026Q1: 18,167 shares 18,167 $4.82M 0.15% -1,629 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: 27,407 shares; 2024Q4: 25,838 shares; 2025Q1: 25,315 shares; 2025Q2: 24,796 shares; 2025Q3: 24,081 shares; 2025Q4: 64,634 shares; 2026Q1: 54,370 shares 54,370 $4.81M 0.15% -10,264 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,907 shares; 2024Q4: 12,776 shares; 2025Q1: 12,268 shares; 2025Q2: 12,062 shares; 2025Q3: 11,760 shares; 2025Q4: 13,886 shares; 2026Q1: 13,577 shares 13,577 $4.8M 0.15% -309 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108,289 shares; 2026Q1: 109,214 shares 109,214 $4.78M 0.15% +925 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,125 shares; 2026Q1: 62,500 shares 62,500 $4.75M 0.15% +6,375 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,719 shares; 2026Q1: 81,125 shares 81,125 $4.73M 0.15% +406 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,832 shares; 2026Q1: 57,218 shares 57,218 $4.72M 0.15% -614 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,402 shares; 2024Q4: 56,798 shares; 2025Q1: 54,936 shares; 2025Q2: 56,092 shares; 2025Q3: 54,448 shares; 2025Q4: 55,112 shares; 2026Q1: 55,568 shares 55,568 $4.72M 0.15% +456 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,356 shares; 2024Q4: 29,950 shares; 2025Q1: 29,029 shares; 2025Q2: 26,872 shares; 2025Q3: 25,580 shares; 2025Q4: 20,648 shares; 2026Q1: 14,498 shares 14,498 $4.66M 0.14% -6,150 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 26,802 shares; 2026Q1: 26,787 shares 26,787 $4.66M 0.14% -15 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: 6,974 shares; 2024Q4: 6,767 shares; 2025Q1: 6,642 shares; 2025Q2: 6,542 shares; 2025Q3: 6,320 shares; 2025Q4: 9,536 shares; 2026Q1: 7,686 shares 7,686 $4.63M 0.14% -1,850 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,935 shares 89,935 $4.6M 0.14% new Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96,513 shares; 2026Q1: 89,455 shares 89,455 $4.59M 0.14% -7,058 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,756 shares; 2026Q1: 88,762 shares 88,762 $4.48M 0.14% -6,994 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,639 shares; 2024Q4: 47,526 shares; 2025Q1: 47,146 shares; 2025Q2: 47,221 shares; 2025Q3: 46,653 shares; 2025Q4: 46,858 shares; 2026Q1: 47,675 shares 47,675 $4.39M 0.14% +817 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: 3,942 shares; 2024Q4: 4,645 shares; 2025Q1: 4,366 shares; 2025Q2: 4,316 shares; 2025Q3: 4,339 shares; 2025Q4: 14,171 shares; 2026Q1: 14,157 shares 14,157 $4.38M 0.14% -14 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: 19,975 shares; 2024Q4: 15,726 shares; 2025Q1: 15,406 shares; 2025Q2: 15,007 shares; 2025Q3: 14,331 shares; 2025Q4: 14,854 shares; 2026Q1: 14,698 shares 14,698 $4.34M 0.13% -156 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,720 shares; 2026Q1: 47,059 shares 47,059 $4.32M 0.13% -661 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: 30,232 shares; 2024Q4: 22,836 shares; 2025Q1: 22,214 shares; 2025Q2: 21,615 shares; 2025Q3: 20,605 shares; 2025Q4: 20,288 shares; 2026Q1: 20,042 shares 20,042 $4.3M 0.13% -246 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 115,613 shares; 2026Q1: 117,367 shares 117,367 $4.26M 0.13% +1,754 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: 44,008 shares; 2024Q4: 42,398 shares; 2025Q1: 35,171 shares; 2025Q2: 34,293 shares; 2025Q3: 32,768 shares; 2025Q4: 26,184 shares; 2026Q1: 25,722 shares 25,722 $4.23M 0.13% -462 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: 18,038 shares; 2024Q4: 18,150 shares; 2025Q1: 18,612 shares; 2025Q2: 32,956 shares; 2025Q3: 33,229 shares; 2025Q4: 33,118 shares; 2026Q1: 32,991 shares 32,991 $4.18M 0.13% -127 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,114 shares; 2024Q4: 103,989 shares; 2025Q1: 97,282 shares; 2025Q2: 101,393 shares; 2025Q3: 89,131 shares; 2025Q4: 90,211 shares; 2026Q1: 92,083 shares 92,083 $4.17M 0.13% +1,872 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: 14,766 shares; 2024Q4: 13,560 shares; 2025Q1: 13,123 shares; 2025Q2: 12,386 shares; 2025Q3: 17,330 shares; 2025Q4: 23,538 shares; 2026Q1: 22,752 shares 22,752 $4.16M 0.13% -786 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,326 shares; 2026Q1: 14,326 shares 14,326 $4.16M 0.13% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,788 shares; 2024Q4: 38,707 shares; 2025Q1: 37,538 shares; 2025Q2: 35,975 shares; 2025Q3: 35,783 shares; 2025Q4: 39,567 shares; 2026Q1: 34,199 shares 34,199 $4.11M 0.13% -5,368 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,570 shares; 2026Q1: 49,552 shares 49,552 $4.1M 0.13% +4,982 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,677 shares; 2026Q1: 95,389 shares 95,389 $4.08M 0.13% -4,288 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: 75,820 shares; 2024Q4: 71,647 shares; 2025Q1: 70,320 shares; 2025Q2: 53,205 shares; 2025Q3: 39,668 shares; 2025Q4: 32,112 shares; 2026Q1: 31,591 shares 31,591 $3.99M 0.12% -521 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: 30,271 shares; 2024Q4: 30,065 shares; 2025Q1: 29,326 shares; 2025Q2: 29,153 shares; 2025Q3: 28,428 shares; 2025Q4: 28,192 shares; 2026Q1: 28,187 shares 28,187 $3.93M 0.12% -5 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,629 shares; 2024Q4: 13,715 shares; 2025Q1: 14,064 shares; 2025Q2: 14,437 shares; 2025Q3: 12,195 shares; 2025Q4: 12,091 shares; 2026Q1: 12,039 shares 12,039 $3.92M 0.12% -52 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,962 shares; 2025Q2: 60,349 shares; 2025Q3: 57,725 shares; 2025Q4: 42,787 shares; 2026Q1: 28,772 shares 28,772 $3.91M 0.12% -14,015 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,657 shares; 2024Q4: 37,455 shares; 2025Q1: 35,928 shares; 2025Q2: 35,375 shares; 2025Q3: 32,713 shares; 2025Q4: 32,743 shares; 2026Q1: 36,640 shares 36,640 $3.82M 0.12% +3,897 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,479 shares; 2026Q1: 76,234 shares 76,234 $3.75M 0.12% +40,755 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 134,872 shares; 2026Q1: 136,405 shares 136,405 $3.75M 0.12% +1,533 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,331 shares; 2026Q1: 15,231 shares 15,231 $3.72M 0.11% -100 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 162,209 shares; 2026Q1: 158,459 shares 158,459 $3.71M 0.11% -3,750 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 139,598 shares 139,598 $3.71M 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,315 shares; 2026Q1: 84,284 shares 84,284 $3.69M 0.11% +969 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,692 shares; 2024Q4: 88,983 shares; 2025Q1: 77,135 shares; 2025Q2: 75,330 shares; 2025Q3: 73,384 shares; 2025Q4: 68,062 shares; 2026Q1: 42,012 shares 42,012 $3.68M 0.11% -26,050 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: 55,816 shares; 2024Q4: 51,916 shares; 2025Q1: 51,166 shares; 2025Q2: 49,776 shares; 2025Q3: 44,696 shares; 2025Q4: 45,571 shares; 2026Q1: 36,408 shares 36,408 $3.61M 0.11% -9,163 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: 16,390 shares; 2024Q4: 15,989 shares; 2025Q1: 16,285 shares; 2025Q2: 17,702 shares; 2025Q3: 15,412 shares; 2025Q4: 14,612 shares; 2026Q1: 14,367 shares 14,367 $3.6M 0.11% -245 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: 61,672 shares; 2024Q4: 60,894 shares; 2025Q1: 59,494 shares; 2025Q2: 58,219 shares; 2025Q3: 57,716 shares; 2025Q4: 65,357 shares; 2026Q1: 66,123 shares 66,123 $3.55M 0.11% +766 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: 13,576 shares; 2024Q4: 12,434 shares; 2025Q1: 11,684 shares; 2025Q2: 10,934 shares; 2025Q3: 11,744 shares; 2025Q4: 77,520 shares; 2026Q1: 74,442 shares 74,442 $3.53M 0.11% -3,078 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: 169,912 shares; 2024Q4: 164,934 shares; 2025Q1: 52,684 shares; 2025Q2: 60,439 shares; 2025Q3: 56,518 shares; 2025Q4: 54,948 shares; 2026Q1: 54,591 shares 54,591 $3.53M 0.11% -357 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,474 shares; 2025Q3: 26,712 shares; 2025Q4: 28,916 shares; 2026Q1: 28,566 shares 28,566 $3.51M 0.11% -350 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,604 shares; 2024Q4: 69,038 shares; 2025Q1: 70,790 shares; 2025Q2: 72,663 shares; 2025Q3: 91,053 shares; 2025Q4: 97,731 shares; 2026Q1: 115,593 shares 115,593 $3.48M 0.11% +17,862 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,173 shares; 2025Q1: 1,173 shares; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 10,018 shares; 2026Q1: 10,124 shares 10,124 $3.42M 0.11% +106 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: 5,725 shares; 2024Q4: 5,480 shares; 2025Q1: 8,352 shares; 2025Q2: 8,591 shares; 2025Q3: 8,211 shares; 2025Q4: 5,897 shares; 2026Q1: 5,738 shares 5,738 $3.4M 0.11% -159 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: 149,676 shares; 2024Q4: 113,840 shares; 2025Q1: 125,926 shares; 2025Q2: 125,282 shares; 2025Q3: 63,246 shares; 2025Q4: 69,500 shares; 2026Q1: 66,898 shares 66,898 $3.36M 0.1% -2,602 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: 37,637 shares; 2024Q4: 37,329 shares; 2025Q1: 32,380 shares; 2025Q2: 32,388 shares; 2025Q3: 28,178 shares; 2025Q4: 23,773 shares; 2026Q1: 10,928 shares 10,928 $3.33M 0.1% -12,845 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,506 shares; 2026Q1: 6,390 shares 6,390 $3.26M 0.1% -1,116 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,787 shares; 2025Q4: 3,010 shares; 2026Q1: 2,967 shares 2,967 $3.24M 0.1% -43 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124,610 shares; 2026Q1: 72,278 shares 72,278 $3.24M 0.1% -52,332 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,109 shares; 2024Q4: 17,208 shares; 2025Q1: 16,912 shares; 2025Q2: 16,998 shares; 2025Q3: 16,218 shares; 2025Q4: 15,855 shares; 2026Q1: 18,719 shares 18,719 $3.23M 0.1% +2,864 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: 28,811 shares; 2024Q4: 28,169 shares; 2025Q1: 32,196 shares; 2025Q2: 39,488 shares; 2025Q3: 41,752 shares; 2025Q4: 42,867 shares; 2026Q1: 47,209 shares 47,209 $3.22M 0.1% +4,342 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,549 shares; 2024Q4: 88,659 shares; 2025Q1: 86,777 shares; 2025Q2: 86,564 shares; 2025Q3: 82,549 shares; 2025Q4: 81,034 shares; 2026Q1: 80,327 shares 80,327 $3.16M 0.1% -707 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,259 shares; 2024Q4: 7,657 shares; 2025Q1: 29,164 shares; 2025Q2: 36,223 shares; 2025Q3: 35,814 shares; 2025Q4: 35,836 shares; 2026Q1: 28,370 shares 28,370 $3.14M 0.1% -7,466 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: 26,193 shares; 2024Q4: 20,967 shares; 2025Q1: 20,511 shares; 2025Q2: 19,711 shares; 2025Q3: 18,804 shares; 2025Q4: 18,504 shares; 2026Q1: 18,321 shares 18,321 $3.1M 0.1% -183 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,191 shares; 2024Q4: 45,342 shares; 2025Q1: 32,282 shares; 2025Q2: 41,392 shares; 2025Q3: 39,469 shares; 2025Q4: 38,856 shares; 2026Q1: 38,519 shares 38,519 $3.08M 0.1% -337 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,518 shares; 2026Q1: 26,070 shares 26,070 $3.08M 0.1% +1,552 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,125 shares; 2024Q4: 16,867 shares; 2025Q1: 16,557 shares; 2025Q2: 16,783 shares; 2025Q3: 15,985 shares; 2025Q4: 15,617 shares; 2026Q1: 15,524 shares 15,524 $3.07M 0.09% -93 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: 22,803 shares; 2024Q4: 22,450 shares; 2025Q1: 21,842 shares; 2025Q2: 21,693 shares; 2025Q3: 19,982 shares; 2025Q4: 19,291 shares; 2026Q1: 19,582 shares 19,582 $3.05M 0.09% +291 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,345 shares; 2024Q4: 43,442 shares; 2025Q1: 44,304 shares; 2025Q2: 45,558 shares; 2025Q3: 44,755 shares; 2025Q4: 44,221 shares; 2026Q1: 53,326 shares 53,326 $3.04M 0.09% +9,105 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: 7,814 shares; 2024Q4: 8,212 shares; 2025Q1: 7,755 shares; 2025Q2: 7,223 shares; 2025Q3: 7,223 shares; 2025Q4: 7,980 shares; 2026Q1: 11,470 shares 11,470 $3M 0.09% +3,490 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: 8,371 shares; 2024Q4: 8,575 shares; 2025Q1: 8,370 shares; 2025Q2: 8,521 shares; 2025Q3: 8,677 shares; 2025Q4: 13,142 shares; 2026Q1: 12,460 shares 12,460 $3M 0.09% -682 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 227,059 shares; 2026Q1: 179,094 shares 179,094 $2.98M 0.09% -47,965 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 128,561 shares; 2026Q1: 123,831 shares 123,831 $2.97M 0.09% -4,730 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,834 shares; 2026Q1: 22,918 shares 22,918 $2.97M 0.09% -916 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,947 shares 8,947 $2.93M 0.09% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,586 shares; 2024Q4: 15,406 shares; 2025Q1: 21,085 shares; 2025Q2: 21,455 shares; 2025Q3: 14,339 shares; 2025Q4: 13,210 shares; 2026Q1: 15,706 shares 15,706 $2.9M 0.09% +2,496 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,571 shares; 2024Q4: 158,701 shares; 2025Q1: 162,759 shares; 2025Q2: 167,103 shares; 2025Q3: 161,964 shares; 2025Q4: 160,612 shares; 2026Q1: 135,824 shares 135,824 $2.9M 0.09% -24,788 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: 24,822 shares; 2024Q4: 26,015 shares; 2025Q1: 26,607 shares; 2025Q2: 27,309 shares; 2025Q3: 27,708 shares; 2025Q4: 35,334 shares; 2026Q1: 39,073 shares 39,073 $2.88M 0.09% +3,739 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,758 shares; 2024Q4: 20,297 shares; 2025Q1: 19,828 shares; 2025Q2: 19,776 shares; 2025Q3: 13,521 shares; 2025Q4: 15,152 shares; 2026Q1: 11,795 shares 11,795 $2.86M 0.09% -3,357 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,232 shares; 2024Q4: 69,514 shares; 2025Q1: 68,251 shares; 2025Q2: 68,980 shares; 2025Q3: 65,712 shares; 2025Q4: 49,900 shares; 2026Q1: 49,167 shares 49,167 $2.84M 0.09% -733 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: 6,249 shares; 2024Q4: 6,598 shares; 2025Q1: 6,751 shares; 2025Q2: 6,922 shares; 2025Q3: 5,735 shares; 2025Q4: 4,121 shares; 2026Q1: 3,871 shares 3,871 $2.82M 0.09% -250 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,916 shares; 2026Q1: 39,939 shares 39,939 $2.81M 0.09% +2,023 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,018 shares 77,018 $2.78M 0.09% new Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,250 shares; 2024Q4: 11,444 shares; 2025Q1: 11,729 shares; 2025Q2: 15,902 shares; 2025Q3: 15,372 shares; 2025Q4: 15,243 shares; 2026Q1: 13,516 shares 13,516 $2.77M 0.09% -1,727 Timeline BSV 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: 12,666 shares; 2024Q4: 13,413 shares; 2025Q1: 13,561 shares; 2025Q2: 13,891 shares; 2025Q3: 14,114 shares; 2025Q4: 34,578 shares; 2026Q1: 35,092 shares 35,092 $2.75M 0.08% +514 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: 4,833 shares; 2024Q4: 5,573 shares; 2025Q1: 5,715 shares; 2025Q2: 5,862 shares; 2025Q3: 5,672 shares; 2025Q4: 5,067 shares; 2026Q1: 5,045 shares 5,045 $2.74M 0.08% -22 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,432 shares; 2024Q4: 6,946 shares; 2025Q1: 6,870 shares; 2025Q2: 6,841 shares; 2025Q3: 6,526 shares; 2025Q4: 6,423 shares; 2026Q1: 6,289 shares 6,289 $2.74M 0.08% -134 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: 37,555 shares; 2024Q4: 36,269 shares; 2025Q1: 35,764 shares; 2025Q2: 35,047 shares; 2025Q3: 34,166 shares; 2025Q4: 27,874 shares; 2026Q1: 21,598 shares 21,598 $2.73M 0.08% -6,276 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: 47,920 shares; 2024Q4: 42,045 shares; 2025Q1: 40,418 shares; 2025Q2: 40,418 shares; 2025Q3: 40,148 shares; 2025Q4: 104,644 shares; 2026Q1: 97,734 shares 97,734 $2.72M 0.08% -6,910 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,231 shares; 2024Q4: 48,363 shares; 2025Q1: 47,416 shares; 2025Q2: 47,228 shares; 2025Q3: 45,019 shares; 2025Q4: 44,291 shares; 2026Q1: 43,900 shares 43,900 $2.65M 0.08% -391 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,922 shares; 2024Q4: 15,664 shares; 2025Q1: 22,214 shares; 2025Q2: 23,015 shares; 2025Q3: 18,151 shares; 2025Q4: 17,341 shares; 2026Q1: 21,002 shares 21,002 $2.65M 0.08% +3,661 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,893 shares; 2024Q4: 24,999 shares; 2025Q1: 25,462 shares; 2025Q2: 20,653 shares; 2025Q3: 20,173 shares; 2025Q4: 17,912 shares; 2026Q1: 15,196 shares 15,196 $2.64M 0.08% -2,716 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: 811 shares; 2024Q4: 1,547 shares; 2025Q1: 1,510 shares; 2025Q2: 1,902 shares; 2025Q3: 1,807 shares; 2025Q4: 1,791 shares; 2026Q1: 2,459 shares 2,459 $2.63M 0.08% +668 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,388 shares; 2024Q4: 36,868 shares; 2025Q1: 34,849 shares; 2025Q2: 32,516 shares; 2025Q3: 26,524 shares; 2025Q4: 26,242 shares; 2026Q1: 28,483 shares 28,483 $2.62M 0.08% +2,241 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,097 shares; 2024Q4: 54,150 shares; 2025Q1: 64,466 shares; 2025Q2: 65,238 shares; 2025Q3: 68,908 shares; 2025Q4: 90,647 shares; 2026Q1: 88,903 shares 88,903 $2.6M 0.08% -1,744 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182,662 shares; 2026Q1: 131,837 shares 131,837 $2.57M 0.08% -50,825 Timeline MGV 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: 16,937 shares; 2024Q4: 16,982 shares; 2025Q1: 16,767 shares; 2025Q2: 16,297 shares; 2025Q3: 14,193 shares; 2025Q4: 17,108 shares; 2026Q1: 17,780 shares 17,780 $2.57M 0.08% +672 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,377 shares; 2024Q4: 12,822 shares; 2025Q1: 12,533 shares; 2025Q2: 11,977 shares; 2025Q3: 9,834 shares; 2025Q4: 9,524 shares; 2026Q1: 9,339 shares 9,339 $2.57M 0.08% -185 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,853 shares; 2024Q4: 63,790 shares; 2025Q1: 64,943 shares; 2025Q2: 81,034 shares; 2025Q3: 79,442 shares; 2025Q4: 78,498 shares; 2026Q1: 71,880 shares 71,880 $2.57M 0.08% -6,618 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,023 shares; 2024Q4: 35,240 shares; 2025Q1: 33,740 shares; 2025Q2: 34,563 shares; 2025Q3: 25,835 shares; 2025Q4: 22,914 shares; 2026Q1: 34,224 shares 34,224 $2.53M 0.08% +11,310 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,310 shares; 2024Q4: 2,350 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,815 shares; 2025Q4: 13,019 shares; 2026Q1: 13,366 shares 13,366 $2.53M 0.08% +347 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,603 shares; 2024Q4: 74,332 shares; 2025Q1: 72,447 shares; 2025Q2: 73,683 shares; 2025Q3: 72,046 shares; 2025Q4: 71,263 shares; 2026Q1: 82,451 shares 82,451 $2.51M 0.08% +11,188 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,079 shares; 2024Q4: 73,594 shares; 2025Q1: 70,980 shares; 2025Q2: 14,531 shares; 2025Q3: 13,474 shares; 2025Q4: 12,475 shares; 2026Q1: 10,731 shares 10,731 $2.47M 0.08% -1,744 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,099 shares; 2026Q1: 18,998 shares 18,998 $2.45M 0.08% -101 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,217 shares; 2024Q4: 32,696 shares; 2025Q1: 33,316 shares; 2025Q2: 33,738 shares; 2025Q3: 33,067 shares; 2025Q4: 32,682 shares; 2026Q1: 32,231 shares 32,231 $2.43M 0.08% -451 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,454 shares; 2024Q4: 39,843 shares; 2025Q1: 40,638 shares; 2025Q2: 46,781 shares; 2025Q3: 45,681 shares; 2025Q4: 46,047 shares; 2026Q1: 46,867 shares 46,867 $2.4M 0.07% +820 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,283 shares; 2026Q1: 12,933 shares 12,933 $2.39M 0.07% -350 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,134 shares 28,134 $2.38M 0.07% new 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: 48,275 shares; 2024Q4: 46,143 shares; 2025Q1: 45,973 shares; 2025Q2: 46,012 shares; 2025Q3: 44,689 shares; 2025Q4: 44,343 shares; 2026Q1: 23,905 shares 23,905 $2.38M 0.07% -20,438 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,943 shares; 2026Q1: 10,524 shares 10,524 $2.3M 0.07% +581 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: 32,841 shares; 2024Q4: 30,876 shares; 2025Q1: 43,841 shares; 2025Q2: 45,056 shares; 2025Q3: 27,168 shares; 2025Q4: 25,077 shares; 2026Q1: 24,540 shares 24,540 $2.29M 0.07% -537 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,136 shares; 2026Q1: 5,034 shares 5,034 $2.29M 0.07% -102 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,324 shares; 2025Q2: 14,370 shares; 2025Q3: 13,772 shares; 2025Q4: 13,569 shares; 2026Q1: 13,461 shares 13,461 $2.22M 0.07% -108 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: 20,650 shares; 2024Q4: 20,234 shares; 2025Q1: 20,631 shares; 2025Q2: 19,618 shares; 2025Q3: 18,232 shares; 2025Q4: 28,882 shares; 2026Q1: 19,701 shares 19,701 $2.2M 0.07% -9,181 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: 53,911 shares; 2024Q4: 51,354 shares; 2025Q1: 47,273 shares; 2025Q2: 47,062 shares; 2025Q3: 20,430 shares; 2025Q4: 19,237 shares; 2026Q1: 16,766 shares 16,766 $2.16M 0.07% -2,471 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,205 shares; 2025Q2: 21,708 shares; 2025Q3: 20,767 shares; 2025Q4: 20,474 shares; 2026Q1: 20,323 shares 20,323 $2.15M 0.07% -151 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: 23,379 shares; 2024Q4: 22,632 shares; 2025Q1: 22,289 shares; 2025Q2: 21,889 shares; 2025Q3: 21,415 shares; 2025Q4: 23,789 shares; 2026Q1: 23,325 shares 23,325 $2.15M 0.07% -464 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,700 shares; 2025Q1: 10,058 shares; 2025Q2: 11,104 shares; 2025Q3: 10,607 shares; 2025Q4: 10,245 shares; 2026Q1: 10,168 shares 10,168 $2.14M 0.07% -77 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110,847 shares; 2026Q1: 113,516 shares 113,516 $2.11M 0.07% +2,669 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: 6,210 shares; 2024Q4: 6,253 shares; 2025Q1: 6,412 shares; 2025Q2: 6,579 shares; 2025Q3: 6,372 shares; 2025Q4: 6,318 shares; 2026Q1: 6,290 shares 6,290 $2.1M 0.06% -28 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150,670 shares; 2026Q1: 154,332 shares 154,332 $2.09M 0.06% +3,662 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,234 shares; 2024Q4: 17,686 shares; 2025Q1: 17,701 shares; 2025Q2: 18,506 shares; 2025Q3: 22,795 shares; 2025Q4: 23,881 shares; 2026Q1: 67,942 shares 67,942 $2.06M 0.06% +44,061 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: 21,674 shares; 2024Q4: 20,721 shares; 2025Q1: 20,721 shares; 2025Q2: 20,883 shares; 2025Q3: 20,910 shares; 2025Q4: 68,371 shares; 2026Q1: 22,956 shares 22,956 $2.02M 0.06% -45,415 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,463 shares; 2025Q3: 41,901 shares; 2025Q4: 40,794 shares; 2026Q1: 39,418 shares 39,418 $2.01M 0.06% -1,376 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,007 shares; 2026Q1: 40,247 shares 40,247 $2M 0.06% -1,760 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,192 shares; 2025Q1: 10,133 shares; 2025Q2: 10,908 shares; 2025Q3: 10,431 shares; 2025Q4: 9,951 shares; 2026Q1: 10,182 shares 10,182 $1.97M 0.06% +231 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 4,587 shares 4,587 $1.93M 0.06% +3,387 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,924 shares; 2025Q2: 8,121 shares; 2025Q3: 7,851 shares; 2025Q4: 7,786 shares; 2026Q1: 7,751 shares 7,751 $1.93M 0.06% -35 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: 4,095 shares; 2024Q4: 4,045 shares; 2025Q1: 4,067 shares; 2025Q2: 4,010 shares; 2025Q3: 3,975 shares; 2025Q4: 6,853 shares; 2026Q1: 6,841 shares 6,841 $1.91M 0.06% -12 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103,768 shares; 2026Q1: 82,550 shares 82,550 $1.89M 0.06% -21,218 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,218 shares 18,218 $1.87M 0.06% new Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,810 shares; 2025Q4: 19,013 shares; 2026Q1: 87,017 shares 87,017 $1.87M 0.06% +68,004 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,229 shares; 2026Q1: 42,879 shares 42,879 $1.87M 0.06% -1,350 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,387 shares 12,387 $1.84M 0.06% new Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,321 shares; 2024Q4: 22,682 shares; 2025Q1: 23,096 shares; 2025Q2: 23,320 shares; 2025Q3: 25,867 shares; 2025Q4: 28,620 shares; 2026Q1: 20,918 shares 20,918 $1.84M 0.06% -7,702 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,311 shares; 2024Q4: 22,476 shares; 2025Q1: 25,880 shares; 2025Q2: 26,599 shares; 2025Q3: 28,850 shares; 2025Q4: 28,514 shares; 2026Q1: 28,094 shares 28,094 $1.83M 0.06% -420 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: 14,146 shares; 2024Q4: 13,998 shares; 2025Q1: 13,368 shares; 2025Q2: 13,227 shares; 2025Q3: 12,032 shares; 2025Q4: 11,527 shares; 2026Q1: 11,658 shares 11,658 $1.83M 0.06% +131 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: 15,875 shares; 2024Q4: 15,553 shares; 2025Q1: 15,055 shares; 2025Q2: 14,900 shares; 2025Q3: 5,494 shares; 2025Q4: 7,226 shares; 2026Q1: 6,857 shares 6,857 $1.8M 0.06% -369 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,418 shares; 2026Q1: 48,708 shares 48,708 $1.79M 0.06% -2,710 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,789 shares; 2024Q4: 70,717 shares; 2025Q1: 54,157 shares; 2025Q2: 52,158 shares; 2025Q3: 49,669 shares; 2025Q4: 48,776 shares; 2026Q1: 48,255 shares 48,255 $1.79M 0.06% -521 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,316 shares; 2024Q4: 8,358 shares; 2025Q1: 8,568 shares; 2025Q2: 10,051 shares; 2025Q3: 9,707 shares; 2025Q4: 9,622 shares; 2026Q1: 12,840 shares 12,840 $1.78M 0.05% +3,218 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: 9,359 shares; 2024Q4: 9,592 shares; 2025Q1: 8,989 shares; 2025Q2: 8,989 shares; 2025Q3: 8,855 shares; 2025Q4: 12,446 shares; 2026Q1: 12,289 shares 12,289 $1.78M 0.05% -157 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,476 shares; 2026Q1: 28,426 shares 28,426 $1.76M 0.05% -1,050 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,211 shares; 2026Q1: 35,211 shares 35,211 $1.75M 0.05% 0 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,881 shares; 2026Q1: 21,054 shares 21,054 $1.74M 0.05% +2,173 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,890 shares; 2026Q1: 44,360 shares 44,360 $1.73M 0.05% -530 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,658 shares; 2024Q4: 35,283 shares; 2025Q1: 36,070 shares; 2025Q2: 32,516 shares; 2025Q3: 23,011 shares; 2025Q4: 22,806 shares; 2026Q1: 22,707 shares 22,707 $1.71M 0.05% -99 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,983 shares; 2026Q1: 20,093 shares 20,093 $1.71M 0.05% -2,890 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: 3,829 shares; 2024Q4: 3,829 shares; 2025Q1: 3,829 shares; 2025Q2: 3,829 shares; 2025Q3: 3,829 shares; 2025Q4: 12,487 shares; 2026Q1: 11,837 shares 11,837 $1.7M 0.05% -650 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,209 shares; 2026Q1: 14,189 shares 14,189 $1.64M 0.05% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,119 shares; 2026Q1: 5,037 shares 5,037 $1.64M 0.05% -82 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,876 shares; 2026Q1: 3,934 shares 3,934 $1.63M 0.05% +58 Timeline ENOV ENOVIS CORPORATION More: the full row for ENOVIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,866 shares; 2024Q4: 64,019 shares; 2025Q1: 66,826 shares; 2025Q2: 74,836 shares; 2025Q3: 73,248 shares; 2025Q4: 72,420 shares; 2026Q1: 71,433 shares 71,433 $1.63M 0.05% -987 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,226 shares; 2026Q1: 17,838 shares 17,838 $1.62M 0.05% -388 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,849 shares; 2026Q1: 18,799 shares 18,799 $1.61M 0.05% -50 Timeline AMN AMN HEALTHCARE SVCS INC More: the full row for AMN HEALTHCARE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,842 shares; 2024Q4: 66,382 shares; 2025Q1: 78,995 shares; 2025Q2: 73,865 shares; 2025Q3: 72,603 shares; 2025Q4: 67,409 shares; 2026Q1: 87,679 shares 87,679 $1.61M 0.05% +20,270 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,277 shares; 2024Q4: 19,389 shares; 2025Q1: 19,879 shares; 2025Q2: 20,391 shares; 2025Q3: 19,733 shares; 2025Q4: 19,563 shares; 2026Q1: 19,478 shares 19,478 $1.58M 0.05% -85 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: 1,330 shares; 2024Q4: 1,318 shares; 2025Q1: 1,282 shares; 2025Q2: 1,247 shares; 2025Q3: 1,431 shares; 2025Q4: 7,756 shares; 2026Q1: 7,562 shares 7,562 $1.55M 0.05% -194 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,077 shares; 2026Q1: 31,882 shares 31,882 $1.54M 0.05% -195 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: 1,006 shares; 2024Q4: 1,006 shares; 2025Q1: 999 shares; 2025Q2: 985 shares; 2025Q3: 980 shares; 2025Q4: 1,863 shares; 2026Q1: 1,785 shares 1,785 $1.51M 0.05% -78 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,778 shares 44,778 $1.51M 0.05% new Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,375 shares; 2024Q4: 133,485 shares; 2025Q1: 161,456 shares; 2025Q2: 158,998 shares; 2025Q3: 189,979 shares; 2025Q4: 133,679 shares; 2026Q1: 59,407 shares 59,407 $1.51M 0.05% -74,272 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,248 shares; 2025Q4: 8,174 shares; 2026Q1: 8,139 shares 8,139 $1.51M 0.05% -35 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,011 shares; 2024Q4: 12,075 shares; 2025Q1: 12,377 shares; 2025Q2: 12,693 shares; 2025Q3: 12,281 shares; 2025Q4: 12,176 shares; 2026Q1: 17,139 shares 17,139 $1.51M 0.05% +4,963 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,395 shares; 2026Q1: 2,705 shares 2,705 $1.51M 0.05% +310 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,769 shares; 2026Q1: 30,982 shares 30,982 $1.5M 0.05% -787 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,964 shares; 2026Q1: 13,571 shares 13,571 $1.43M 0.04% -393 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,960 shares; 2026Q1: 38,457 shares 38,457 $1.42M 0.04% +7,497 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: 13,654 shares; 2024Q4: 13,054 shares; 2025Q1: 12,728 shares; 2025Q2: 17,035 shares; 2025Q3: 22,919 shares; 2025Q4: 12,649 shares; 2026Q1: 10,632 shares 10,632 $1.42M 0.04% -2,017 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,194 shares; 2026Q1: 11,800 shares 11,800 $1.4M 0.04% +1,606 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,815 shares; 2026Q1: 4,815 shares 4,815 $1.39M 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,075 shares; 2026Q1: 10,300 shares 10,300 $1.38M 0.04% +1,225 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,721 shares; 2026Q1: 7,721 shares 7,721 $1.38M 0.04% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,557 shares; 2026Q1: 15,962 shares 15,962 $1.37M 0.04% -595 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: 28,973 shares; 2024Q4: 28,064 shares; 2025Q1: 27,644 shares; 2025Q2: 27,197 shares; 2025Q3: 26,640 shares; 2025Q4: 9,237 shares; 2026Q1: 10,304 shares 10,304 $1.35M 0.04% +1,067 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,136 shares; 2024Q4: 7,638 shares; 2025Q1: 7,492 shares; 2025Q2: 7,369 shares; 2025Q3: 7,014 shares; 2025Q4: 6,704 shares; 2026Q1: 6,631 shares 6,631 $1.34M 0.04% -73 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: 5,870 shares; 2024Q4: 5,956 shares; 2025Q1: 5,856 shares; 2025Q2: 5,856 shares; 2025Q3: 5,856 shares; 2025Q4: 15,842 shares; 2026Q1: 15,584 shares 15,584 $1.33M 0.04% -258 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,046 shares; 2024Q4: 8,106 shares; 2025Q1: 8,305 shares; 2025Q2: 8,525 shares; 2025Q3: 8,260 shares; 2025Q4: 8,188 shares; 2026Q1: 7,237 shares 7,237 $1.31M 0.04% -951 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: 21,034 shares; 2024Q4: 20,756 shares; 2025Q1: 20,504 shares; 2025Q2: 20,504 shares; 2025Q3: 20,082 shares; 2025Q4: 47,490 shares; 2026Q1: 45,260 shares 45,260 $1.31M 0.04% -2,230 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84,617 shares; 2026Q1: 63,584 shares 63,584 $1.29M 0.04% -21,033 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,202 shares; 2026Q1: 14,901 shares 14,901 $1.28M 0.04% -1,301 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: 5,343 shares; 2024Q4: 4,860 shares; 2025Q1: 4,867 shares; 2025Q2: 4,748 shares; 2025Q3: 4,849 shares; 2025Q4: 4,746 shares; 2026Q1: 4,544 shares 4,544 $1.28M 0.04% -202 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,954 shares; 2026Q1: 64,311 shares 64,311 $1.27M 0.04% -23,643 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,871 shares; 2026Q1: 26,338 shares 26,338 $1.26M 0.04% +1,467 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,627 shares; 2026Q1: 24,517 shares 24,517 $1.24M 0.04% +1,890 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,051 shares; 2025Q2: 3,130 shares; 2025Q3: 3,028 shares; 2025Q4: 3,454 shares; 2026Q1: 3,438 shares 3,438 $1.23M 0.04% -16 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,783 shares; 2026Q1: 16,958 shares 16,958 $1.23M 0.04% -825 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,354 shares; 2025Q2: 4,464 shares; 2025Q3: 4,320 shares; 2025Q4: 3,478 shares; 2026Q1: 3,419 shares 3,419 $1.2M 0.04% -59 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,960 shares; 2026Q1: 5,677 shares 5,677 $1.18M 0.04% -283 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,625 shares 18,625 $1.17M 0.04% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,450 shares; 2026Q1: 3,434 shares 3,434 $1.17M 0.04% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,421 shares; 2026Q1: 4,143 shares 4,143 $1.17M 0.04% -278 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,883 shares; 2026Q1: 25,432 shares 25,432 $1.17M 0.04% -2,451 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,997 shares; 2026Q1: 11,937 shares 11,937 $1.16M 0.04% -60 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,373 shares; 2026Q1: 50,424 shares 50,424 $1.15M 0.04% -16,949 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: 35,064 shares; 2024Q4: 34,463 shares; 2025Q1: 33,285 shares; 2025Q2: 33,277 shares; 2025Q3: 31,893 shares; 2025Q4: 34,292 shares; 2026Q1: 4,885 shares 4,885 $1.15M 0.04% -29,407 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,187 shares; 2026Q1: 10,187 shares 10,187 $1.13M 0.04% 0 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,025 shares; 2024Q4: 32,441 shares; 2025Q1: 33,092 shares; 2025Q2: 33,582 shares; 2025Q3: 29,328 shares; 2025Q4: 29,492 shares; 2026Q1: 29,009 shares 29,009 $1.12M 0.03% -483 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,205 shares; 2026Q1: 5,322 shares 5,322 $1.1M 0.03% -883 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,805 shares; 2026Q1: 9,805 shares 9,805 $1.09M 0.03% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,397 shares; 2026Q1: 14,837 shares 14,837 $1.08M 0.03% -560 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,980 shares; 2026Q1: 6,980 shares 6,980 $1.05M 0.03% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,477 shares; 2025Q4: 2,909 shares; 2026Q1: 2,945 shares 2,945 $1.04M 0.03% +36 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,605 shares 62,605 $1.03M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,176 shares; 2026Q1: 7,100 shares 7,100 $1.03M 0.03% -76 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,623 shares; 2026Q1: 14,171 shares 14,171 $1.02M 0.03% -452 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,458 shares; 2024Q4: 33,828 shares; 2025Q1: 32,878 shares; 2025Q2: 3,612 shares; 2025Q3: not reported; 2025Q4: 104,869 shares; 2026Q1: 16,374 shares 16,374 $1M 0.03% -88,495 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: not reported; 2024Q4: 398 shares; 2025Q1: not reported; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 3,173 shares; 2026Q1: 2,202 shares 2,202 $1M 0.03% -971 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392,112 shares; 2024Q4: 290,590 shares; 2025Q1: 284,570 shares; 2025Q2: 215,019 shares; 2025Q3: 204,123 shares; 2025Q4: 194,979 shares; 2026Q1: 192,514 shares 192,514 $999K 0.03% -2,465 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,465 shares; 2026Q1: 5,318 shares 5,318 $965K 0.03% -1,147 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,590 shares; 2024Q4: 3,603 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 2,500 shares; 2026Q1: 2,380 shares 2,380 $951K 0.03% -120 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,304 shares; 2026Q1: 17,594 shares 17,594 $946K 0.03% +290 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,722 shares; 2026Q1: 18,197 shares 18,197 $930K 0.03% -1,525 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares 11,500 $909K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700 $907K 0.03% 0 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: 3,830 shares; 2024Q4: 4,110 shares; 2025Q1: 4,110 shares; 2025Q2: 4,110 shares; 2025Q3: 4,060 shares; 2025Q4: 5,888 shares; 2026Q1: 5,793 shares 5,793 $899K 0.03% -95 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,605 shares; 2024Q4: 34,215 shares; 2025Q1: 34,312 shares; 2025Q2: 33,470 shares; 2025Q3: 34,188 shares; 2025Q4: 33,461 shares; 2026Q1: 26,575 shares 26,575 $884K 0.03% -6,886 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,490 shares; 2026Q1: 5,618 shares 5,618 $880K 0.03% -872 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,116 shares; 2026Q1: 9,426 shares 9,426 $879K 0.03% +1,310 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,535 shares; 2026Q1: 11,350 shares 11,350 $873K 0.03% -185 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,956 shares; 2026Q1: 5,956 shares 5,956 $861K 0.03% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,949 shares; 2026Q1: 4,949 shares 4,949 $860K 0.03% 0 Timeline VTWG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,830 shares; 2026Q1: 3,830 shares 3,830 $841K 0.03% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,515 shares; 2024Q4: 5,018 shares; 2025Q1: 5,030 shares; 2025Q2: 5,269 shares; 2025Q3: 5,381 shares; 2025Q4: 4,613 shares; 2026Q1: 2,569 shares 2,569 $829K 0.03% -2,044 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,871 shares; 2026Q1: 7,871 shares 7,871 $814K 0.03% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,456 shares; 2024Q4: 13,456 shares; 2025Q1: 13,456 shares; 2025Q2: 13,456 shares; 2025Q3: 13,456 shares; 2025Q4: 13,456 shares; 2026Q1: 14,251 shares 14,251 $806K 0.02% +795 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: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 2,814 shares; 2026Q1: 2,639 shares 2,639 $805K 0.02% -175 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 3,900 shares 3,900 $799K 0.02% +1,400 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,067 shares; 2024Q4: 8,067 shares; 2025Q1: 8,067 shares; 2025Q2: 8,067 shares; 2025Q3: 8,067 shares; 2025Q4: 8,067 shares; 2026Q1: 7,918 shares 7,918 $775K 0.02% -149 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,910 shares; 2026Q1: 2,910 shares 2,910 $775K 0.02% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,584 shares; 2026Q1: 11,405 shares 11,405 $725K 0.02% -63,179 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: 17,034 shares; 2024Q4: 15,495 shares; 2025Q1: 13,765 shares; 2025Q2: 13,425 shares; 2025Q3: 13,711 shares; 2025Q4: 13,421 shares; 2026Q1: 12,824 shares 12,824 $719K 0.02% -597 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,187 shares; 2026Q1: 3,000 shares 3,000 $716K 0.02% -1,187 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: 348,528 shares; 2024Q4: 328,459 shares; 2025Q1: 315,133 shares; 2025Q2: 80,211 shares; 2025Q3: 21,791 shares; 2025Q4: 26,688 shares; 2026Q1: 24,609 shares 24,609 $708K 0.02% -2,079 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,324 shares; 2026Q1: 3,324 shares 3,324 $706K 0.02% 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: 7,975 shares; 2024Q4: 7,256 shares; 2025Q1: 7,273 shares; 2025Q2: 7,650 shares; 2025Q3: 7,813 shares; 2025Q4: 7,648 shares; 2026Q1: 5,695 shares 5,695 $686K 0.02% -1,953 Timeline COHU COHU INC More: the full row for COHU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,777 shares; 2024Q4: 16,172 shares; 2025Q1: 19,867 shares; 2025Q2: 19,377 shares; 2025Q3: 23,804 shares; 2025Q4: 23,299 shares; 2026Q1: 22,180 shares 22,180 $679K 0.02% -1,119 Timeline MMI MARCUS & MILLICHAP INC More: the full row for MARCUS & MILLICHAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,307 shares; 2024Q4: 17,566 shares; 2025Q1: 17,605 shares; 2025Q2: 20,488 shares; 2025Q3: 20,924 shares; 2025Q4: 20,482 shares; 2026Q1: 24,651 shares 24,651 $655K 0.02% +4,169 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,600 shares; 2026Q1: 31,600 shares 31,600 $651K 0.02% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,269 shares; 2026Q1: 3,269 shares 3,269 $648K 0.02% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,363 shares; 2026Q1: 6,210 shares 6,210 $639K 0.02% -1,153 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,408 shares; 2025Q1: 2,408 shares; 2025Q2: 2,408 shares; 2025Q3: 2,408 shares; 2025Q4: 2,292 shares; 2026Q1: 1,906 shares 1,906 $611K 0.02% -386 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,598 shares; 2025Q4: 7,854 shares; 2026Q1: 7,854 shares 7,854 $609K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,852 shares; 2025Q3: not reported; 2025Q4: 8,400 shares; 2026Q1: 7,125 shares 7,125 $593K 0.02% -1,275 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,212 shares; 2025Q1: not reported; 2025Q2: 1,050 shares; 2025Q3: not reported; 2025Q4: 3,104 shares; 2026Q1: 3,089 shares 3,089 $584K 0.02% -15 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: 2,530 shares; 2024Q4: 2,522 shares; 2025Q1: 2,071 shares; 2025Q2: 2,071 shares; 2025Q3: 2,071 shares; 2025Q4: 7,410 shares; 2026Q1: 6,025 shares 6,025 $581K 0.02% -1,385 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,367 shares; 2024Q4: 9,433 shares; 2025Q1: 9,468 shares; 2025Q2: 9,235 shares; 2025Q3: 9,434 shares; 2025Q4: 9,232 shares; 2026Q1: 8,891 shares 8,891 $560K 0.02% -341 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,085 shares; 2024Q4: 5,540 shares; 2025Q1: 5,556 shares; 2025Q2: 5,420 shares; 2025Q3: 6,230 shares; 2025Q4: 6,097 shares; 2026Q1: 5,804 shares 5,804 $544K 0.02% -293 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,030 shares; 2026Q1: 1,780 shares 1,780 $538K 0.02% -250 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,867 shares; 2024Q4: 3,578 shares; 2025Q1: 3,495 shares; 2025Q2: 3,410 shares; 2025Q3: 3,254 shares; 2025Q4: 3,110 shares; 2026Q1: 3,057 shares 3,057 $530K 0.02% -53 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,774 shares 1,774 $528K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 625 shares; 2026Q1: 1,195 shares 1,195 $528K 0.02% +570 Timeline SHO SUNSTONE HOTEL INVS INC NEW More: the full row for SUNSTONE HOTEL INVS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,993 shares; 2024Q4: 35,477 shares; 2025Q1: 35,609 shares; 2025Q2: 41,169 shares; 2025Q3: 42,045 shares; 2025Q4: 51,091 shares; 2026Q1: 57,188 shares 57,188 $515K 0.02% +6,097 Timeline XLRE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,053 shares; 2026Q1: 12,711 shares 12,711 $511K 0.02% -18,342 Timeline STC STEWART INFORMATION SVCS COR More: the full row for STEWART INFORMATION SVCS COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,623 shares; 2024Q4: 8,758 shares; 2025Q1: 8,791 shares; 2025Q2: 8,574 shares; 2025Q3: 8,759 shares; 2025Q4: 8,571 shares; 2026Q1: 8,273 shares 8,273 $509K 0.02% -298 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,435 shares; 2026Q1: 11,828 shares 11,828 $506K 0.02% +6,393 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,904 shares; 2024Q4: 5,904 shares; 2025Q1: 5,904 shares; 2025Q2: 5,904 shares; 2025Q3: 5,904 shares; 2025Q4: 5,904 shares; 2026Q1: 5,904 shares 5,904 $501K 0.02% 0 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,338 shares; 2025Q3: 5,935 shares; 2025Q4: 7,446 shares; 2026Q1: 8,419 shares 8,419 $499K 0.02% +973 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,915 shares; 2024Q4: 3,562 shares; 2025Q1: 3,571 shares; 2025Q2: 4,141 shares; 2025Q3: 4,229 shares; 2025Q4: 4,140 shares; 2026Q1: 3,946 shares 3,946 $499K 0.02% -194 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,277 shares; 2026Q1: 2,277 shares 2,277 $492K 0.02% 0 Timeline ALG ALAMO GROUP INC More: the full row for ALAMO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,988 shares; 2024Q4: 3,181 shares; 2025Q1: 3,184 shares; 2025Q2: 3,106 shares; 2025Q3: 3,172 shares; 2025Q4: 3,104 shares; 2026Q1: 2,970 shares 2,970 $490K 0.02% -134 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,188 shares; 2026Q1: 16,188 shares 16,188 $488K 0.02% +4,000 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 1,789 shares; 2025Q1: 1,791 shares; 2025Q2: 1,746 shares; 2025Q3: 1,783 shares; 2025Q4: 1,955 shares; 2026Q1: 1,858 shares 1,858 $484K 0.01% -97 Timeline OBK ORIGIN BANCORP INC More: the full row for ORIGIN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,714 shares; 2024Q4: 12,337 shares; 2025Q1: 12,348 shares; 2025Q2: 12,044 shares; 2025Q3: 12,301 shares; 2025Q4: 12,041 shares; 2026Q1: 11,517 shares 11,517 $477K 0.01% -524 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,412 shares; 2026Q1: 6,412 shares 6,412 $477K 0.01% 0 Timeline CBC CENTRAL BANCOMPANY More: the full row for CENTRAL BANCOMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $474K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,979 shares 8,979 $466K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,508 shares; 2026Q1: 8,508 shares 8,508 $462K 0.01% 0 Timeline VTWV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,740 shares; 2026Q1: 2,740 shares 2,740 $446K 0.01% 0 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,630 shares; 2025Q4: 5,312 shares; 2026Q1: 5,917 shares 5,917 $445K 0.01% +605 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,932 shares; 2026Q1: 7,410 shares 7,410 $444K 0.01% +478 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,634 shares; 2025Q1: 13,629 shares; 2025Q2: 13,293 shares; 2025Q3: 16,564 shares; 2025Q4: 17,483 shares; 2026Q1: 16,624 shares 16,624 $441K 0.01% -859 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,985 shares; 2025Q4: 1,985 shares; 2026Q1: 1,985 shares 1,985 $435K 0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,589 shares; 2026Q1: 7,489 shares 7,489 $432K 0.01% -100 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,475 shares; 2026Q1: 6,475 shares 6,475 $427K 0.01% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,681 shares; 2026Q1: 18,681 shares 18,681 $419K 0.01% 0 Timeline VTHR 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: 1,274 shares; 2024Q4: 1,274 shares; 2025Q1: 1,274 shares; 2025Q2: 1,274 shares; 2025Q3: 1,274 shares; 2025Q4: 1,274 shares; 2026Q1: 1,420 shares 1,420 $408K 0.01% +146 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,910 shares; 2026Q1: 6,090 shares 6,090 $408K 0.01% +180 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,630 shares; 2026Q1: 11,935 shares 11,935 $402K 0.01% -695 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: 28,859 shares; 2024Q4: 28,425 shares; 2025Q1: 27,628 shares; 2025Q2: 27,377 shares; 2025Q3: 3,567 shares; 2025Q4: 1,637 shares; 2026Q1: 1,369 shares 1,369 $398K 0.01% -268 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,238 shares; 2026Q1: 5,213 shares 5,213 $397K 0.01% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,055 shares; 2026Q1: 3,055 shares 3,055 $395K 0.01% 0 Timeline MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,074 shares; 2024Q4: 7,347 shares; 2025Q1: 7,375 shares; 2025Q2: 7,194 shares; 2025Q3: 6,083 shares; 2025Q4: 5,954 shares; 2026Q1: 4,100 shares 4,100 $392K 0.01% -1,854 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: 6,369 shares; 2024Q4: 5,796 shares; 2025Q1: 4,806 shares; 2025Q2: 3,959 shares; 2025Q3: 4,043 shares; 2025Q4: 3,488 shares; 2026Q1: 2,653 shares 2,653 $388K 0.01% -835 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,660 shares; 2024Q4: 55,430 shares; 2025Q1: 54,169 shares; 2025Q2: 61,715 shares; 2025Q3: 60,469 shares; 2025Q4: 9,423 shares; 2026Q1: 3,331 shares 3,331 $387K 0.01% -6,092 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,988 shares; 2024Q4: 8,175 shares; 2025Q1: 8,205 shares; 2025Q2: 7,199 shares; 2025Q3: 5,808 shares; 2025Q4: 4,768 shares; 2026Q1: 3,476 shares 3,476 $386K 0.01% -1,292 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 234 shares; 2025Q1: not reported; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: 6,265 shares; 2026Q1: 3,675 shares 3,675 $386K 0.01% -2,590 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,274 shares; 2026Q1: 5,844 shares 5,844 $383K 0.01% -2,430 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,778 shares 1,778 $376K 0.01% new Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,286 shares; 2024Q4: 7,763 shares; 2025Q1: 7,770 shares; 2025Q2: 7,579 shares; 2025Q3: 7,741 shares; 2025Q4: 7,577 shares; 2026Q1: 7,246 shares 7,246 $366K 0.01% -331 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,715 shares; 2026Q1: 3,435 shares 3,435 $364K 0.01% -280 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $360K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,139 shares; 2026Q1: 7,589 shares 7,589 $359K 0.01% -550 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,441 shares; 2024Q4: 8,588 shares; 2025Q1: 8,599 shares; 2025Q2: 8,389 shares; 2025Q3: 8,568 shares; 2025Q4: 8,387 shares; 2026Q1: 8,030 shares 8,030 $353K 0.01% -357 Timeline KFRC KFORCE INC More: the full row for KFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,913 shares; 2024Q4: 11,457 shares; 2025Q1: 12,969 shares; 2025Q2: 12,648 shares; 2025Q3: 12,918 shares; 2025Q4: 12,645 shares; 2026Q1: 12,079 shares 12,079 $353K 0.01% -566 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,900 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 3,400 shares 3,400 $352K 0.01% -1,500 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,795 shares; 2024Q4: 7,092 shares; 2025Q1: 7,113 shares; 2025Q2: 6,938 shares; 2025Q3: 7,087 shares; 2025Q4: 6,936 shares; 2026Q1: 3,710 shares 3,710 $347K 0.01% -3,226 Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,275 shares 1,275 $345K 0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares 1,525 $345K 0.01% 0 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,774 shares; 2025Q3: 3,572 shares; 2025Q4: 3,878 shares; 2026Q1: 3,687 shares 3,687 $335K 0.01% -191 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,026 shares; 2026Q1: 3,009 shares 3,009 $332K 0.01% -17 Timeline NTST NETSTREIT CORP More: the full row for NETSTREIT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,379 shares; 2025Q1: 24,392 shares; 2025Q2: 23,788 shares; 2025Q3: 24,296 shares; 2025Q4: 23,782 shares; 2026Q1: 17,457 shares 17,457 $329K 0.01% -6,325 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,100 shares; 2026Q1: 4,050 shares 4,050 $322K 0.01% +950 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares 1,060 $320K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,579 shares; 2026Q1: 4,579 shares 4,579 $317K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,371 shares; 2026Q1: 3,371 shares 3,371 $313K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,510 shares; 2026Q1: 1,510 shares 1,510 $312K 0.01% 0 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,115 shares; 2026Q1: 7,014 shares 7,014 $310K 0.01% +2,899 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,918 shares; 2026Q1: 2,772 shares 2,772 $306K 0.01% -146 Timeline CNMD CONMED CORP More: the full row for CONMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,518 shares; 2025Q4: 9,002 shares; 2026Q1: 8,556 shares 8,556 $303K 0.01% -446 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,316 shares; 2026Q1: 15,316 shares 15,316 $300K 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,620 shares; 2026Q1: 4,076 shares 4,076 $299K 0.01% -1,544 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,055 shares 3,055 $295K 0.01% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,426 shares; 2024Q4: 49,995 shares; 2025Q1: 45,396 shares; 2025Q2: 43,675 shares; 2025Q3: 41,751 shares; 2025Q4: 40,983 shares; 2026Q1: 4,516 shares 4,516 $294K 0.01% -36,467 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,064 shares; 2026Q1: 3,168 shares 3,168 $294K 0.01% -896 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,893 shares; 2026Q1: 7,348 shares 7,348 $291K 0.01% -2,545 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,158 shares; 2026Q1: 3,158 shares 3,158 $288K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,418 shares 5,418 $286K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 344 shares; 2026Q1: 344 shares 344 $278K 0.01% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,805 shares; 2026Q1: 3,762 shares 3,762 $273K 0.01% -43 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,930 shares; 2026Q1: 1,780 shares 1,780 $271K 0.01% -150 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,565 shares; 2026Q1: 3,565 shares 3,565 $266K 0.01% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,943 shares; 2026Q1: 7,890 shares 7,890 $264K 0.01% -53 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,171 shares; 2026Q1: 4,931 shares 4,931 $261K 0.01% -240 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,900 shares; 2024Q4: 12,666 shares; 2025Q1: 12,682 shares; 2025Q2: 12,372 shares; 2025Q3: 12,637 shares; 2025Q4: 12,368 shares; 2026Q1: 11,875 shares 11,875 $261K 0.01% -493 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 595 shares; 2026Q1: 597 shares 597 $256K 0.01% +2 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,824 shares; 2026Q1: 11,849 shares 11,849 $255K 0.01% +2,025 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,296 shares; 2026Q1: 4,165 shares 4,165 $249K 0.01% -131 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares 6,200 $246K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 580 shares 580 $242K 0.01% -30 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,170 shares 1,170 $241K 0.01% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares 1,175 $241K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $238K 0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,770 shares; 2026Q1: 1,770 shares 1,770 $238K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,102 shares; 2026Q1: 3,102 shares 3,102 $237K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,238 shares; 2026Q1: 1,081 shares 1,081 $231K 0.01% -157 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,623 shares; 2024Q4: 23,708 shares; 2025Q1: 24,314 shares; 2025Q2: 24,970 shares; 2025Q3: 29,266 shares; 2025Q4: 29,010 shares; 2026Q1: 5,916 shares 5,916 $231K 0.01% -23,094 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,547 shares 2,547 $226K 0.01% new Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,860 shares 2,860 $225K 0.01% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $225K 0.01% 0 Timeline SLP SIMULATIONS PLUS INC More: the full row for SIMULATIONS PLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,704 shares; 2024Q4: 10,896 shares; 2025Q1: 10,907 shares; 2025Q2: 10,638 shares; 2025Q3: 17,779 shares; 2025Q4: 17,401 shares; 2026Q1: 18,845 shares 18,845 $223K 0.01% +1,444 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $222K 0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,390 shares; 2026Q1: 4,390 shares 4,390 $216K 0.01% 0 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,069 shares; 2026Q1: 4,816 shares 4,816 $215K 0.01% -253 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,735 shares; 2026Q1: 2,605 shares 2,605 $213K 0.01% -130 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $201K 0.01% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,589 shares; 2026Q1: 10,971 shares 10,971 $183K 0.01% -618 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 14,000 shares 14,000 $181K 0.01% -1,000 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,783 shares; 2026Q1: 14,327 shares 14,327 $143K <0.01% -3,456 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,500 shares; 2026Q1: 17,500 shares 17,500 $10.7K <0.01% 0 Timeline CTSO CYTOSORBENTS CORP More: the full row for CYTOSORBENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,225 shares; 2026Q1: 15,225 shares 15,225 $8.52K <0.01% 0 Timeline