IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,288 shares; 2025Q1: 56,784 shares; 2025Q2: 43,431 shares; 2025Q3: 49,231 shares; 2025Q4: 50,643 shares; 2026Q1: 55,650 shares 55,650 $36.4M 8.17% +5,007 Timeline AVTM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 710,489 shares 710,489 $33.4M 7.5% new Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 392 shares; 2025Q4: 282,859 shares; 2026Q1: 336,427 shares 336,427 $25.5M 5.72% +53,568 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 231,975 shares; 2025Q1: 291,799 shares; 2025Q2: 215,309 shares; 2025Q3: 234,864 shares; 2025Q4: 252,319 shares; 2026Q1: 278,399 shares 278,399 $23.3M 5.23% +26,080 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,851 shares; 2025Q1: 145,975 shares; 2025Q2: 243,967 shares; 2025Q3: 284,571 shares; 2025Q4: 428,494 shares; 2026Q1: 504,266 shares 504,266 $21M 4.73% +75,772 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 234,959 shares; 2025Q1: 310,885 shares; 2025Q2: 339,371 shares; 2025Q3: 332,172 shares; 2025Q4: 448,656 shares; 2026Q1: 496,637 shares 496,637 $15M 3.36% +47,981 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154,558 shares; 2025Q1: 69,428 shares; 2025Q2: 69,362 shares; 2025Q3: 70,166 shares; 2025Q4: 68,663 shares; 2026Q1: 53,673 shares 53,673 $13.6M 3.06% -14,990 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,869 shares; 2025Q1: 52,472 shares; 2025Q2: 183,259 shares; 2025Q3: 219,035 shares; 2025Q4: 211,745 shares; 2026Q1: 209,210 shares 209,210 $13.4M 3.01% -2,535 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,431 shares; 2025Q1: 45,698 shares; 2025Q2: 32,067 shares; 2025Q3: 37,583 shares; 2025Q4: 41,759 shares; 2026Q1: 46,276 shares 46,276 $13.3M 2.99% +4,517 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 733 shares; 2025Q1: 4,227 shares; 2025Q2: 21,044 shares; 2025Q3: 20,833 shares; 2025Q4: 19,551 shares; 2026Q1: 19,540 shares 19,540 $11.7M 2.62% -11 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: restricted; 2024Q4: 100,447 shares; 2025Q1: 129,536 shares; 2025Q2: 78,527 shares; 2025Q3: 98,240 shares; 2025Q4: 118,737 shares; 2026Q1: 131,021 shares 131,021 $10.6M 2.37% +12,284 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 264,080 shares; 2025Q1: 346,267 shares; 2025Q2: 192,646 shares; 2025Q3: 240,347 shares; 2025Q4: 271,257 shares; 2026Q1: 303,686 shares 303,686 $10.5M 2.36% +32,429 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102,091 shares; 2025Q1: 130,353 shares; 2025Q2: 91,963 shares; 2025Q3: 124,272 shares; 2025Q4: 133,389 shares; 2026Q1: 144,577 shares 144,577 $10.1M 2.27% +11,188 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 12,130 shares; 2025Q4: 391,037 shares; 2026Q1: 421,787 shares 421,787 $8.61M 1.93% +30,750 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: restricted; 2024Q4: 64,744 shares; 2025Q1: 84,469 shares; 2025Q2: 55,362 shares; 2025Q3: 62,253 shares; 2025Q4: 69,381 shares; 2026Q1: 76,009 shares 76,009 $7.59M 1.7% +6,628 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,276 shares; 2025Q1: 51,072 shares; 2025Q2: 108,272 shares; 2025Q3: 105,531 shares; 2025Q4: 102,254 shares; 2026Q1: 102,081 shares 102,081 $6.89M 1.55% -173 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86 shares; 2025Q1: not reported; 2025Q2: 80,451 shares; 2025Q3: 78,311 shares; 2025Q4: 78,919 shares; 2026Q1: 78,754 shares 78,754 $6.35M 1.43% -165 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,582 shares; 2025Q1: 85,529 shares; 2025Q2: 65,133 shares; 2025Q3: 67,289 shares; 2025Q4: 73,146 shares; 2026Q1: 78,875 shares 78,875 $6.2M 1.39% +5,729 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,945 shares; 2025Q1: 52,892 shares; 2025Q2: 35,800 shares; 2025Q3: 41,624 shares; 2025Q4: 45,833 shares; 2026Q1: 49,673 shares 49,673 $6.17M 1.39% +3,840 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 432 shares; 2025Q3: 35,353 shares; 2025Q4: 32,298 shares; 2026Q1: 32,215 shares 32,215 $5.84M 1.31% -83 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,445 shares; 2026Q1: 106,635 shares 106,635 $5.37M 1.21% +35,190 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,806 shares; 2025Q1: 1,897 shares; 2025Q2: 1,384 shares; 2025Q3: 1,448 shares; 2025Q4: 36,919 shares; 2026Q1: 25,551 shares 25,551 $5.29M 1.19% -11,368 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 141,110 shares; 2025Q4: 140,825 shares; 2026Q1: 140,825 shares 140,825 $5.08M 1.14% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,850 shares; 2025Q1: 19,250 shares; 2025Q2: 119,250 shares; 2025Q3: 119,250 shares; 2025Q4: 119,250 shares; 2026Q1: 119,250 shares 119,250 $5.08M 1.14% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,503 shares; 2025Q1: 4,903 shares; 2025Q2: 4,903 shares; 2025Q3: 52,503 shares; 2025Q4: 53,550 shares; 2026Q1: 53,550 shares 53,550 $4.85M 1.09% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,497 shares; 2025Q1: 80,264 shares; 2025Q2: 47,429 shares; 2025Q3: 60,265 shares; 2025Q4: 68,868 shares; 2026Q1: 76,054 shares 76,054 $4.75M 1.07% +7,186 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 857 shares; 2025Q1: 33,466 shares; 2025Q2: 170,121 shares; 2025Q3: 164,012 shares; 2025Q4: 158,187 shares; 2026Q1: 158,058 shares 158,058 $4.4M 0.99% -129 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,541 shares; 2025Q1: 52,140 shares; 2025Q2: 80,803 shares; 2025Q3: 80,867 shares; 2025Q4: 77,089 shares; 2026Q1: 76,934 shares 76,934 $4.16M 0.93% -155 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 247,224 shares; 2025Q1: 247,224 shares; 2025Q2: 247,297 shares; 2025Q3: 247,303 shares; 2025Q4: 247,283 shares; 2026Q1: 61,897 shares 61,897 $3.56M 0.8% -185,386 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,521 shares; 2025Q1: 10,056 shares; 2025Q2: 16,732 shares; 2025Q3: 16,743 shares; 2025Q4: 20,447 shares; 2026Q1: 17,794 shares 17,794 $3.1M 0.7% -2,653 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,711 shares; 2025Q1: 9,698 shares; 2025Q2: 9,698 shares; 2025Q3: 9,800 shares; 2025Q4: 9,737 shares; 2026Q1: 4,979 shares 4,979 $2.87M 0.65% -4,758 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: restricted; 2024Q4: 14,518 shares; 2025Q1: 14,525 shares; 2025Q2: 39,296 shares; 2025Q3: 39,207 shares; 2025Q4: 37,620 shares; 2026Q1: 37,358 shares 37,358 $2.86M 0.64% -262 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,962 shares; 2025Q4: 129,483 shares; 2026Q1: 120,619 shares 120,619 $2.77M 0.62% -8,864 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,294 shares; 2025Q1: 2,778 shares; 2025Q2: 3,102 shares; 2025Q3: 3,093 shares; 2025Q4: 3,110 shares; 2026Q1: 2,994 shares 2,994 $2.75M 0.62% -116 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: restricted; 2024Q4: 40,640 shares; 2025Q1: 35,975 shares; 2025Q2: 30,872 shares; 2025Q3: 30,775 shares; 2025Q4: 28,771 shares; 2026Q1: 24,065 shares 24,065 $2.66M 0.6% -4,706 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,171 shares; 2025Q1: 8,862 shares; 2025Q2: 10,576 shares; 2025Q3: 10,588 shares; 2025Q4: 10,978 shares; 2026Q1: 8,957 shares 8,957 $2.58M 0.58% -2,021 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,797 shares; 2025Q1: 58,404 shares; 2025Q2: 40,089 shares; 2025Q3: 37,933 shares; 2025Q4: 35,003 shares; 2026Q1: 47,793 shares 47,793 $2.42M 0.54% +12,790 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,940 shares; 2025Q1: 6,391 shares; 2025Q2: 9,273 shares; 2025Q3: 9,195 shares; 2025Q4: 8,974 shares; 2026Q1: 8,967 shares 8,967 $2.35M 0.53% -7 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,502 shares; 2025Q1: 6,200 shares; 2025Q2: 7,008 shares; 2025Q3: 6,938 shares; 2025Q4: 7,294 shares; 2026Q1: 6,325 shares 6,325 $2.34M 0.53% -969 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 3,877 shares; 2025Q2: 23,645 shares; 2025Q3: 22,347 shares; 2025Q4: 21,299 shares; 2026Q1: 21,026 shares 21,026 $2.32M 0.52% -273 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,300 shares; 2025Q4: 12,300 shares; 2026Q1: 12,300 shares 12,300 $2.27M 0.51% 0 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: restricted; 2024Q4: 4,860 shares; 2025Q1: 2,661 shares; 2025Q2: 2,661 shares; 2025Q3: 9,985 shares; 2025Q4: 101,980 shares; 2026Q1: 115,408 shares 115,408 $2.23M 0.5% +13,428 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,300 shares; 2025Q4: 10,399 shares; 2026Q1: 10,300 shares 10,300 $2.17M 0.49% -99 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $2.17M 0.49% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,100 shares; 2025Q4: 23,100 shares; 2026Q1: 23,100 shares 23,100 $2.17M 0.49% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,258 shares; 2025Q3: 47,296 shares; 2025Q4: 45,375 shares; 2026Q1: 44,656 shares 44,656 $2.16M 0.48% -719 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,975 shares; 2025Q3: 32,742 shares; 2025Q4: 30,857 shares; 2026Q1: 30,760 shares 30,760 $2.08M 0.47% -97 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,456 shares; 2025Q3: 51,220 shares; 2025Q4: 49,983 shares; 2026Q1: 49,983 shares 49,983 $1.97M 0.44% 0 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,300 shares; 2025Q1: 12,300 shares; 2025Q2: 12,300 shares; 2025Q3: 12,300 shares; 2025Q4: 12,300 shares; 2026Q1: 12,300 shares 12,300 $1.78M 0.4% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,323 shares; 2025Q1: 7,803 shares; 2025Q2: 7,489 shares; 2025Q3: 7,491 shares; 2025Q4: 7,345 shares; 2026Q1: 5,989 shares 5,989 $1.72M 0.39% -1,356 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,350 shares; 2025Q1: 9,211 shares; 2025Q2: 8,504 shares; 2025Q3: 8,461 shares; 2025Q4: 8,827 shares; 2026Q1: 7,855 shares 7,855 $1.64M 0.37% -972 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,616 shares; 2025Q1: 25,616 shares; 2025Q2: 25,564 shares; 2025Q3: 25,560 shares; 2025Q4: 25,589 shares; 2026Q1: 17,670 shares 17,670 $1.63M 0.37% -7,919 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,160 shares; 2025Q1: not reported; 2025Q2: 38,544 shares; 2025Q3: 36,457 shares; 2025Q4: 34,864 shares; 2026Q1: 34,747 shares 34,747 $1.63M 0.37% -117 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,016 shares; 2025Q1: 47,884 shares; 2025Q2: 46,821 shares; 2025Q3: 48,929 shares; 2025Q4: 49,259 shares; 2026Q1: 48,122 shares 48,122 $1.4M 0.31% -1,137 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,130 shares; 2025Q1: 2,637 shares; 2025Q2: 2,160 shares; 2025Q3: 2,138 shares; 2025Q4: 2,123 shares; 2026Q1: 1,380 shares 1,380 $1.38M 0.31% -743 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,160 shares; 2025Q4: 13,160 shares; 2026Q1: 13,160 shares 13,160 $1.34M 0.3% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,350 shares; 2025Q4: 3,995 shares; 2026Q1: 3,995 shares 3,995 $1.25M 0.28% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,426 shares; 2025Q1: 1,389 shares; 2025Q2: 1,731 shares; 2025Q3: 1,758 shares; 2025Q4: 2,368 shares; 2026Q1: 2,562 shares 2,562 $1.23M 0.28% +194 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,175 shares; 2025Q1: 6,105 shares; 2025Q2: 6,064 shares; 2025Q3: 6,064 shares; 2025Q4: 6,078 shares; 2026Q1: 3,556 shares 3,556 $1.2M 0.27% -2,522 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,440 shares; 2025Q4: 11,615 shares; 2026Q1: 11,539 shares 11,539 $1.16M 0.26% -76 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares 5,300 $1.13M 0.25% 0 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,200 shares; 2025Q1: 27,200 shares; 2025Q2: 27,200 shares; 2025Q3: 27,200 shares; 2025Q4: 27,200 shares; 2026Q1: 13,600 shares 13,600 $1.02M 0.23% -13,600 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,004 shares; 2025Q1: 10,390 shares; 2025Q2: 9,506 shares; 2025Q3: 9,389 shares; 2025Q4: 9,310 shares; 2026Q1: 3,405 shares 3,405 $1M 0.22% -5,905 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,032 shares; 2025Q1: 3,053 shares; 2025Q2: 3,053 shares; 2025Q3: 3,054 shares; 2025Q4: 2,928 shares; 2026Q1: 2,930 shares 2,930 $940K 0.21% +2 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,350 shares; 2025Q1: 7,647 shares; 2025Q2: 5,930 shares; 2025Q3: 5,544 shares; 2025Q4: 5,508 shares; 2026Q1: 4,251 shares 4,251 $925K 0.21% -1,257 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,814 shares; 2025Q1: 5,930 shares; 2025Q2: 4,924 shares; 2025Q3: 4,931 shares; 2025Q4: 4,927 shares; 2026Q1: 2,779 shares 2,779 $914K 0.21% -2,148 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,060 shares; 2025Q1: 6,060 shares; 2025Q2: 6,060 shares; 2025Q3: 6,060 shares; 2025Q4: 6,121 shares; 2026Q1: 6,088 shares 6,088 $881K 0.2% -33 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,654 shares; 2025Q1: 4,654 shares; 2025Q2: 4,654 shares; 2025Q3: 4,654 shares; 2025Q4: 8,838 shares; 2026Q1: 8,838 shares 8,838 $858K 0.19% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,080 shares; 2025Q1: 1,021 shares; 2025Q2: 1,645 shares; 2025Q3: 1,645 shares; 2025Q4: 1,719 shares; 2026Q1: 1,486 shares 1,486 $850K 0.19% -233 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,998 shares; 2025Q3: 20,164 shares; 2025Q4: 18,363 shares; 2026Q1: 18,238 shares 18,238 $846K 0.19% -125 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,587 shares; 2025Q1: 1,627 shares; 2025Q2: 3,213 shares; 2025Q3: 2,811 shares; 2025Q4: 2,817 shares; 2026Q1: 2,785 shares 2,785 $842K 0.19% -32 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 587 shares; 2026Q1: 7,922 shares 7,922 $819K 0.18% +7,335 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,150 shares; 2025Q1: 4,070 shares; 2025Q2: 4,426 shares; 2025Q3: 4,133 shares; 2025Q4: 3,841 shares; 2026Q1: 2,613 shares 2,613 $809K 0.18% -1,228 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,512 shares; 2025Q3: 22,512 shares; 2025Q4: 22,512 shares; 2026Q1: 22,512 shares 22,512 $804K 0.18% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,608 shares; 2025Q3: 13,374 shares; 2025Q4: 13,197 shares; 2026Q1: 13,197 shares 13,197 $782K 0.18% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,869 shares; 2025Q1: 2,859 shares; 2025Q2: 2,859 shares; 2025Q3: 2,859 shares; 2025Q4: 2,859 shares; 2026Q1: 2,859 shares 2,859 $709K 0.16% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,290 shares; 2025Q1: 15,290 shares; 2025Q2: 15,290 shares; 2025Q3: 15,222 shares; 2025Q4: 14,356 shares; 2026Q1: 14,356 shares 14,356 $682K 0.15% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,220 shares; 2025Q1: 5,220 shares; 2025Q2: 5,220 shares; 2025Q3: 5,220 shares; 2025Q4: 5,220 shares; 2026Q1: 2,610 shares 2,610 $649K 0.15% -2,610 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,751 shares; 2025Q1: 13,122 shares; 2025Q2: 11,629 shares; 2025Q3: 13,360 shares; 2025Q4: 20,114 shares; 2026Q1: 19,674 shares 19,674 $597K 0.13% -440 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: restricted; 2024Q4: 4,227 shares; 2025Q1: 4,227 shares; 2025Q2: 5,818 shares; 2025Q3: 6,267 shares; 2025Q4: 5,303 shares; 2026Q1: 6,307 shares 6,307 $556K 0.12% +1,004 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 597 shares; 2025Q1: 581 shares; 2025Q2: 1,028 shares; 2025Q3: 1,030 shares; 2025Q4: 1,081 shares; 2026Q1: 1,098 shares 1,098 $548K 0.12% +17 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,998 shares; 2025Q1: 2,937 shares; 2025Q2: 2,805 shares; 2025Q3: 2,807 shares; 2025Q4: 2,978 shares; 2026Q1: 2,682 shares 2,682 $517K 0.12% -296 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,638 shares 8,638 $510K 0.11% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 878 shares; 2025Q1: 741 shares; 2025Q2: 741 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares 764 $497K 0.11% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 870 shares; 2025Q1: 438 shares; 2025Q2: 1,079 shares; 2025Q3: 778 shares; 2025Q4: 1,213 shares; 2026Q1: 1,333 shares 1,333 $496K 0.11% +120 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,690 shares; 2025Q1: 3,727 shares; 2025Q2: 2,011 shares; 2025Q3: 1,938 shares; 2025Q4: 1,906 shares; 2026Q1: 1,964 shares 1,964 $480K 0.11% +58 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 3,900 shares 3,900 $472K 0.11% -3,900 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,214 shares; 2025Q1: 2,591 shares; 2025Q2: 1,835 shares; 2025Q3: 1,565 shares; 2025Q4: 1,550 shares; 2026Q1: 1,486 shares 1,486 $462K 0.1% -64 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: restricted; 2024Q4: 3,418 shares; 2025Q1: 3,155 shares; 2025Q2: 3,155 shares; 2025Q3: 3,155 shares; 2025Q4: 3,155 shares; 2026Q1: 3,155 shares 3,155 $460K 0.1% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,883 shares; 2025Q1: 4,338 shares; 2025Q2: 4,473 shares; 2025Q3: 4,452 shares; 2025Q4: 3,801 shares; 2026Q1: 2,678 shares 2,678 $454K 0.1% -1,123 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,519 shares; 2025Q1: 1,229 shares; 2025Q2: 3,704 shares; 2025Q3: 3,692 shares; 2025Q4: 3,807 shares; 2026Q1: 3,849 shares 3,849 $437K 0.1% +42 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,960 shares; 2025Q4: 2,960 shares; 2026Q1: 2,960 shares 2,960 $431K 0.1% 0 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: restricted; 2024Q4: 616 shares; 2025Q1: 619 shares; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 2,248 shares; 2026Q1: 2,221 shares 2,221 $426K 0.1% -27 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,474 shares; 2025Q1: 814 shares; 2025Q2: 168 shares; 2025Q3: 601 shares; 2025Q4: 385 shares; 2026Q1: 592 shares 592 $419K 0.09% +207 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,668 shares; 2025Q1: 2,604 shares; 2025Q2: 2,579 shares; 2025Q3: 2,580 shares; 2025Q4: 2,607 shares; 2026Q1: 1,178 shares 1,178 $414K 0.09% -1,429 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 924 shares; 2025Q3: 2,004 shares; 2025Q4: 968 shares; 2026Q1: 968 shares 968 $413K 0.09% 0 Timeline SPXN PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,600 shares; 2025Q1: 11,600 shares; 2025Q2: 11,600 shares; 2025Q3: 11,600 shares; 2025Q4: 11,600 shares; 2026Q1: 5,800 shares 5,800 $411K 0.09% -5,800 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,964 shares; 2025Q1: 1,964 shares; 2025Q2: 1,899 shares; 2025Q3: 1,759 shares; 2025Q4: 1,702 shares; 2026Q1: 433 shares 433 $366K 0.08% -1,269 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,612 shares; 2025Q3: 10,383 shares; 2025Q4: 10,223 shares; 2026Q1: 10,223 shares 10,223 $358K 0.08% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,122 shares; 2025Q1: 3,613 shares; 2025Q2: 2,149 shares; 2025Q3: 1,989 shares; 2025Q4: 2,030 shares; 2026Q1: 2,635 shares 2,635 $327K 0.07% +605 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,703 shares; 2025Q1: 2,898 shares; 2025Q2: 3,245 shares; 2025Q3: 3,200 shares; 2025Q4: 3,090 shares; 2026Q1: 3,161 shares 3,161 $325K 0.07% +71 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,695 shares; 2025Q1: 4,609 shares; 2025Q2: 3,118 shares; 2025Q3: 3,118 shares; 2025Q4: 3,112 shares; 2026Q1: 3,112 shares 3,112 $318K 0.07% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,273 shares; 2025Q1: 8,236 shares; 2025Q2: 8,275 shares; 2025Q3: 8,275 shares; 2025Q4: 8,274 shares; 2026Q1: 2,310 shares 2,310 $317K 0.07% -5,964 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,136 shares; 2025Q1: 19,846 shares; 2025Q2: 20,875 shares; 2025Q3: 20,875 shares; 2025Q4: 20,984 shares; 2026Q1: 6,280 shares 6,280 $306K 0.07% -14,704 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,205 shares; 2025Q1: 3,205 shares; 2025Q2: 3,167 shares; 2025Q3: 3,167 shares; 2025Q4: 6,334 shares; 2026Q1: 6,334 shares 6,334 $291K 0.07% 0 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: restricted; 2024Q4: 1,348 shares; 2025Q1: 517 shares; 2025Q2: 475 shares; 2025Q3: 5,278 shares; 2025Q4: 5,071 shares; 2026Q1: 5,316 shares 5,316 $276K 0.06% +245 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: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $255K 0.06% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 840 shares 840 $254K 0.06% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,173 shares; 2025Q1: 3,422 shares; 2025Q2: 1,869 shares; 2025Q3: 1,751 shares; 2025Q4: 1,673 shares; 2026Q1: 2,022 shares 2,022 $243K 0.05% +349 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,384 shares; 2025Q1: 5,227 shares; 2025Q2: 4,880 shares; 2025Q3: 4,371 shares; 2025Q4: 3,951 shares; 2026Q1: 3,652 shares 3,652 $241K 0.05% -299 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,640 shares; 2025Q1: 2,621 shares; 2025Q2: 2,463 shares; 2025Q3: 2,428 shares; 2025Q4: 2,424 shares; 2026Q1: 2,603 shares 2,603 $233K 0.05% +179 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,793 shares; 2025Q1: 2,823 shares; 2025Q2: 1,743 shares; 2025Q3: 1,741 shares; 2025Q4: 1,609 shares; 2026Q1: 956 shares 956 $232K 0.05% -653 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 581 shares; 2025Q3: 579 shares; 2025Q4: 939 shares; 2026Q1: 1,020 shares 1,020 $218K 0.05% +81 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,102 shares; 2026Q1: 1,102 shares 1,102 $209K 0.05% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 814 shares; 2025Q3: 818 shares; 2025Q4: 1,316 shares; 2026Q1: 1,425 shares 1,425 $208K 0.05% +109 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,390 shares; 2025Q1: 4,981 shares; 2025Q2: 2,172 shares; 2025Q3: 1,901 shares; 2025Q4: 1,962 shares; 2026Q1: 2,244 shares 2,244 $208K 0.05% +282 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 223 shares; 2025Q3: 7,805 shares; 2025Q4: 8,235 shares; 2026Q1: 9,353 shares 9,353 $201K 0.05% +1,118 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: restricted; 2024Q4: 481 shares; 2025Q1: 422 shares; 2025Q2: 3,324 shares; 2025Q3: 3,327 shares; 2025Q4: 3,316 shares; 2026Q1: 3,182 shares 3,182 $200K 0.04% -134 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares; 2025Q2: 1,277 shares; 2025Q3: 1,277 shares; 2025Q4: 1,243 shares; 2026Q1: 1,282 shares 1,282 $199K 0.04% +39 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,446 shares; 2025Q1: 9,418 shares; 2025Q2: 5,519 shares; 2025Q3: 4,213 shares; 2025Q4: 3,429 shares; 2026Q1: 3,815 shares 3,815 $192K 0.04% +386 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 379 shares; 2025Q1: 375 shares; 2025Q2: 518 shares; 2025Q3: 510 shares; 2025Q4: 535 shares; 2026Q1: 575 shares 575 $187K 0.04% +40 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,486 shares; 2025Q1: 2,687 shares; 2025Q2: 1,550 shares; 2025Q3: 1,541 shares; 2025Q4: 1,099 shares; 2026Q1: 1,292 shares 1,292 $187K 0.04% +193 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,655 shares; 2025Q1: 1,524 shares; 2025Q2: 1,429 shares; 2025Q3: 1,444 shares; 2025Q4: 1,378 shares; 2026Q1: 1,386 shares 1,386 $183K 0.04% +8 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112 shares; 2025Q1: 94 shares; 2025Q2: 651 shares; 2025Q3: 642 shares; 2025Q4: 478 shares; 2026Q1: 391 shares 391 $180K 0.04% -87 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $179K 0.04% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,652 shares; 2025Q1: 1,435 shares; 2025Q2: 1,335 shares; 2025Q3: 1,328 shares; 2025Q4: 1,326 shares; 2026Q1: 1,357 shares 1,357 $178K 0.04% +31 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: 500 shares; 2025Q2: 517 shares; 2025Q3: 517 shares; 2025Q4: 517 shares; 2026Q1: 522 shares 522 $173K 0.04% +5 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,608 shares; 2025Q1: 1,140 shares; 2025Q2: 1,858 shares; 2025Q3: 1,675 shares; 2025Q4: 1,671 shares; 2026Q1: 1,742 shares 1,742 $168K 0.04% +71 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: restricted; 2024Q4: 2,390 shares; 2025Q1: 2,234 shares; 2025Q2: 2,234 shares; 2025Q3: 2,234 shares; 2025Q4: 2,242 shares; 2026Q1: 2,222 shares 2,222 $165K 0.04% -20 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: restricted; 2024Q4: 2,915 shares; 2025Q1: 2,917 shares; 2025Q2: 2,918 shares; 2025Q3: 1,747 shares; 2025Q4: 1,683 shares; 2026Q1: 355 shares 355 $164K 0.04% -1,328 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,104 shares; 2025Q1: 5,138 shares; 2025Q2: 4,979 shares; 2025Q3: 4,979 shares; 2025Q4: 5,054 shares; 2026Q1: 1,988 shares 1,988 $154K 0.03% -3,066 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 469 shares; 2025Q1: 444 shares; 2025Q2: 608 shares; 2025Q3: 609 shares; 2025Q4: 751 shares; 2026Q1: 414 shares 414 $148K 0.03% -337 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,085 shares; 2025Q1: 606 shares; 2025Q2: 797 shares; 2025Q3: 785 shares; 2025Q4: 723 shares; 2026Q1: 888 shares 888 $147K 0.03% +165 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,885 shares; 2025Q1: 3,885 shares; 2025Q2: 3,885 shares; 2025Q3: 3,885 shares; 2025Q4: 3,114 shares; 2026Q1: 3,114 shares 3,114 $143K 0.03% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,946 shares; 2025Q1: 2,846 shares; 2025Q2: 1,639 shares; 2025Q3: 1,637 shares; 2025Q4: 1,348 shares; 2026Q1: 1,406 shares 1,406 $142K 0.03% +58 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 335 shares; 2025Q1: 199 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 488 shares; 2026Q1: 416 shares 416 $141K 0.03% -72 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 235 shares; 2025Q3: 227 shares; 2025Q4: 218 shares; 2026Q1: 281 shares 281 $139K 0.03% +63 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 297 shares; 2025Q1: 194 shares; 2025Q2: 219 shares; 2025Q3: 222 shares; 2025Q4: 2,404 shares; 2026Q1: 1,439 shares 1,439 $138K 0.03% -965 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 380 shares; 2026Q1: 433 shares 433 $138K 0.03% +53 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 844 shares; 2025Q1: 828 shares; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 845 shares; 2026Q1: 142 shares 142 $137K 0.03% -703 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 451 shares; 2025Q1: 337 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares; 2025Q4: 949 shares; 2026Q1: 1,036 shares 1,036 $133K 0.03% +87 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 766 shares; 2025Q1: 712 shares; 2025Q2: 627 shares; 2025Q3: 622 shares; 2025Q4: 730 shares; 2026Q1: 832 shares 832 $133K 0.03% +102 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,447 shares; 2025Q1: 7,447 shares; 2025Q2: 6,620 shares; 2025Q3: 6,620 shares; 2025Q4: 6,625 shares; 2026Q1: 1,639 shares 1,639 $130K 0.03% -4,986 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,333 shares; 2025Q1: 3,333 shares; 2025Q2: 4,716 shares; 2025Q3: 3,333 shares; 2025Q4: 3,333 shares; 2026Q1: 3,333 shares 3,333 $130K 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,187 shares; 2025Q1: 523 shares; 2025Q2: 62 shares; 2025Q3: 60 shares; 2025Q4: 55 shares; 2026Q1: 221 shares 221 $124K 0.03% +166 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 647 shares; 2025Q1: 647 shares; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 647 shares; 2026Q1: 647 shares 647 $121K 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 660 shares; 2025Q1: 236 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 569 shares; 2026Q1: 418 shares 418 $117K 0.03% -151 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,275 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $111K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 671 shares; 2025Q1: 576 shares; 2025Q2: 749 shares; 2025Q3: 732 shares; 2025Q4: 734 shares; 2026Q1: 651 shares 651 $107K 0.02% -83 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 413 shares; 2025Q1: 394 shares; 2025Q2: 380 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 312 shares 312 $107K 0.02% -65 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,081 shares; 2025Q1: 1,081 shares; 2025Q2: 988 shares; 2025Q3: 999 shares; 2025Q4: 992 shares; 2026Q1: 1,464 shares 1,464 $106K 0.02% +472 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,563 shares; 2025Q1: 2,545 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 505 shares; 2026Q1: 519 shares 519 $106K 0.02% +14 Timeline KRNT KORNIT DIGITAL LTD More: the full row for KORNIT DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,973 shares; 2025Q3: 8,164 shares; 2025Q4: 8,164 shares; 2026Q1: 7,072 shares 7,072 $104K 0.02% -1,092 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 252 shares; 2025Q1: 234 shares; 2025Q2: 333 shares; 2025Q3: 331 shares; 2025Q4: 301 shares; 2026Q1: 426 shares 426 $103K 0.02% +125 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 1,165 shares; 2025Q3: 1,191 shares; 2025Q4: 1,197 shares; 2026Q1: 818 shares 818 $103K 0.02% -379 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,837 shares; 2025Q1: 1,244 shares; 2025Q2: 414 shares; 2025Q3: 382 shares; 2025Q4: 396 shares; 2026Q1: 434 shares 434 $103K 0.02% +38 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,976 shares; 2025Q1: 1,152 shares; 2025Q2: 956 shares; 2025Q3: 929 shares; 2025Q4: 766 shares; 2026Q1: 1,328 shares 1,328 $101K 0.02% +562 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 306 shares 306 $101K 0.02% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,016 shares; 2025Q1: 116 shares; 2025Q2: 188 shares; 2025Q3: 184 shares; 2025Q4: 204 shares; 2026Q1: 368 shares 368 $99.5K 0.02% +164 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204 shares; 2025Q1: 165 shares; 2025Q2: 141 shares; 2025Q3: 142 shares; 2025Q4: 148 shares; 2026Q1: 108 shares 108 $96.7K 0.02% -40 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 144 shares; 2025Q3: not reported; 2025Q4: 787 shares; 2026Q1: 770 shares 770 $96.6K 0.02% -17 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,497 shares; 2025Q1: 897 shares; 2025Q2: 941 shares; 2025Q3: 943 shares; 2025Q4: 1,163 shares; 2026Q1: 808 shares 808 $92.9K 0.02% -355 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 361 shares; 2025Q3: 360 shares; 2025Q4: 306 shares; 2026Q1: 339 shares 339 $90.4K 0.02% +33 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 969 shares; 2025Q1: 956 shares; 2025Q2: 1,020 shares; 2025Q3: 1,016 shares; 2025Q4: 1,001 shares; 2026Q1: 149 shares 149 $90.1K 0.02% -852 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 310 shares; 2025Q1: 282 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 223 shares; 2026Q1: 262 shares 262 $89.8K 0.02% +39 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 782 shares; 2025Q1: 782 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 801 shares; 2026Q1: 130 shares 130 $88.8K 0.02% -671 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: restricted; 2024Q4: 495 shares; 2025Q1: 490 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950 $88.3K 0.02% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,589 shares; 2025Q1: 2,589 shares; 2025Q2: 2,589 shares; 2025Q3: 2,595 shares; 2025Q4: 2,595 shares; 2026Q1: 2,606 shares 2,606 $86.6K 0.02% +11 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 1,730 shares; 2025Q3: 1,688 shares; 2025Q4: 1,615 shares; 2026Q1: 1,836 shares 1,836 $85.2K 0.02% +221 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 160 shares; 2025Q3: 161 shares; 2025Q4: 160 shares; 2026Q1: 195 shares 195 $84.6K 0.02% +35 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 922 shares; 2025Q1: 509 shares; 2025Q2: 473 shares; 2025Q3: 474 shares; 2025Q4: 404 shares; 2026Q1: 607 shares 607 $84.6K 0.02% +203 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 703 shares; 2025Q3: 703 shares; 2025Q4: 703 shares; 2026Q1: 703 shares 703 $84.4K 0.02% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 554 shares; 2025Q1: 501 shares; 2025Q2: 477 shares; 2025Q3: 477 shares; 2025Q4: 477 shares; 2026Q1: 477 shares 477 $81.7K 0.02% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 891 shares; 2025Q1: 678 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 622 shares; 2026Q1: 674 shares 674 $80K 0.02% +52 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 255 shares; 2025Q3: 254 shares; 2025Q4: 252 shares; 2026Q1: 92 shares 92 $79.6K 0.02% -160 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 322 shares; 2025Q1: 309 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 428 shares; 2026Q1: 506 shares 506 $79.6K 0.02% +78 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,047 shares; 2025Q1: 352 shares; 2025Q2: 286 shares; 2025Q3: 290 shares; 2025Q4: 318 shares; 2026Q1: 510 shares 510 $79.2K 0.02% +192 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $79.1K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 155 shares; 2026Q1: 176 shares 176 $78.2K 0.02% +21 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,545 shares; 2025Q3: 1,562 shares; 2025Q4: 1,539 shares; 2026Q1: 1,614 shares 1,614 $77.4K 0.02% +75 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,506 shares; 2025Q1: 1,386 shares; 2025Q2: 1,339 shares; 2025Q3: 1,340 shares; 2025Q4: 1,225 shares; 2026Q1: 1,332 shares 1,332 $75K 0.02% +107 Timeline 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: restricted; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 1,815 shares; 2025Q3: 1,816 shares; 2025Q4: 1,817 shares; 2026Q1: 1,921 shares 1,921 $74.8K 0.02% +104 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,775 shares; 2025Q1: 1,410 shares; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 1,254 shares; 2026Q1: 331 shares 331 $74.8K 0.02% -923 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares 490 $74.2K 0.02% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,573 shares; 2025Q1: 3,573 shares; 2025Q2: 4,520 shares; 2025Q3: 3,573 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $73.5K 0.02% 0 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,257 shares; 2025Q1: 1,257 shares; 2025Q2: 1,257 shares; 2025Q3: 1,257 shares; 2025Q4: 1,257 shares; 2026Q1: 1,257 shares 1,257 $72.7K 0.02% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 392 shares; 2025Q3: 396 shares; 2025Q4: 394 shares; 2026Q1: 483 shares 483 $72.6K 0.02% +89 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 466 shares; 2025Q1: 403 shares; 2025Q2: 424 shares; 2025Q3: 400 shares; 2025Q4: 465 shares; 2026Q1: 266 shares 266 $72K 0.02% -199 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,036 shares; 2025Q1: 940 shares; 2025Q2: 910 shares; 2025Q3: 927 shares; 2025Q4: 961 shares; 2026Q1: 483 shares 483 $71.1K 0.02% -478 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 387 shares; 2025Q2: 329 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 372 shares 372 $70.5K 0.02% +50 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: restricted; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 141 shares; 2025Q3: 145 shares; 2025Q4: 141 shares; 2026Q1: 238 shares 238 $69.4K 0.02% +97 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 532 shares; 2025Q3: 527 shares; 2025Q4: 540 shares; 2026Q1: 607 shares 607 $68.7K 0.02% +67 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 722 shares 722 $67.9K 0.02% +111 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,439 shares; 2025Q1: 1,423 shares; 2025Q2: 1,389 shares; 2025Q3: 1,407 shares; 2025Q4: 1,460 shares; 2026Q1: 138 shares 138 $67.8K 0.02% -1,322 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 102 shares; 2025Q3: 103 shares; 2025Q4: 104 shares; 2026Q1: 114 shares 114 $67.1K 0.02% +10 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,390 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares 490 $66.5K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 390 shares; 2025Q3: 386 shares; 2025Q4: 248 shares; 2026Q1: 338 shares 338 $65.6K 0.01% +90 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: restricted; 2024Q4: 225 shares; 2025Q1: 184 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 162 shares; 2026Q1: 204 shares 204 $65.4K 0.01% +42 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,544 shares; 2025Q3: 3,544 shares; 2025Q4: 3,544 shares; 2026Q1: 3,544 shares 3,544 $65.2K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 120 shares 120 $64.6K 0.01% +23 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 435 shares; 2025Q1: 351 shares; 2025Q2: 306 shares; 2025Q3: 314 shares; 2025Q4: 376 shares; 2026Q1: 374 shares 374 $61.4K 0.01% -2 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 171 shares; 2025Q3: 174 shares; 2025Q4: 221 shares; 2026Q1: 230 shares 230 $61.2K 0.01% +9 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 903 shares; 2026Q1: 903 shares 903 $61K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,995 shares; 2025Q1: 4,692 shares; 2025Q2: 4,380 shares; 2025Q3: 4,584 shares; 2025Q4: 4,354 shares; 2026Q1: 5,287 shares 5,287 $61K 0.01% +933 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,353 shares; 2025Q1: 1,286 shares; 2025Q2: 1,288 shares; 2025Q3: 1,273 shares; 2025Q4: 1,261 shares; 2026Q1: 919 shares 919 $60.9K 0.01% -342 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 95 shares; 2025Q3: 97 shares; 2025Q4: 100 shares; 2026Q1: 41 shares 41 $60.4K 0.01% -59 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 221 shares; 2025Q1: 218 shares; 2025Q2: 164 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 247 shares 247 $60.3K 0.01% +80 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 27 shares; 2025Q3: 30 shares; 2025Q4: 20 shares; 2026Q1: 188 shares 188 $59.1K 0.01% +168 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: restricted; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 205 shares; 2026Q1: 277 shares 277 $58.2K 0.01% +72 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares 292 $57.7K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 102 shares; 2025Q3: 112 shares; 2025Q4: 116 shares; 2026Q1: 230 shares 230 $57.6K 0.01% +114 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: restricted; 2024Q4: 992 shares; 2025Q1: 1,009 shares; 2025Q2: 1,009 shares; 2025Q3: 1,009 shares; 2025Q4: 1,009 shares; 2026Q1: 1,009 shares 1,009 $57.6K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,856 shares; 2025Q1: 1,856 shares; 2025Q2: 1,657 shares; 2025Q3: 1,673 shares; 2025Q4: 804 shares; 2026Q1: 998 shares 998 $57.5K 0.01% +194 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,110 shares; 2025Q1: 887 shares; 2025Q2: 802 shares; 2025Q3: 805 shares; 2025Q4: 809 shares; 2026Q1: 1,401 shares 1,401 $57.5K 0.01% +592 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 268 shares; 2025Q3: 266 shares; 2025Q4: 259 shares; 2026Q1: 261 shares 261 $57.2K 0.01% +2 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 672 shares; 2025Q1: 672 shares; 2025Q2: 573 shares; 2025Q3: 580 shares; 2025Q4: 693 shares; 2026Q1: 759 shares 759 $56.5K 0.01% +66 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,338 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,367 shares; 2026Q1: 1,367 shares 1,367 $56.3K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 214 shares; 2026Q1: 308 shares 308 $56.1K 0.01% +94 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 954 shares; 2025Q4: 974 shares; 2026Q1: 974 shares 974 $56.1K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 668 shares; 2025Q1: 646 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 718 shares; 2026Q1: 184 shares 184 $55.7K 0.01% -534 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $55.3K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 121 shares; 2025Q3: 124 shares; 2025Q4: 130 shares; 2026Q1: 232 shares 232 $55.3K 0.01% +102 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 883 shares; 2026Q1: 883 shares 883 $55K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,897 shares; 2025Q1: 1,493 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,144 shares; 2026Q1: 1,629 shares 1,629 $54.6K 0.01% +485 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 446 shares; 2025Q1: 365 shares; 2025Q2: 358 shares; 2025Q3: 369 shares; 2025Q4: 510 shares; 2026Q1: 406 shares 406 $53.2K 0.01% -104 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 212 shares; 2026Q1: 251 shares 251 $53K 0.01% +39 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,174 shares; 2025Q1: 3,174 shares; 2025Q2: 1,854 shares; 2025Q3: 2,059 shares; 2025Q4: 3,284 shares; 2026Q1: 3,524 shares 3,524 $53K 0.01% +240 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118 shares; 2025Q1: 72 shares; 2025Q2: 103 shares; 2025Q3: 105 shares; 2025Q4: 412 shares; 2026Q1: 329 shares 329 $52.7K 0.01% -83 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,761 shares; 2025Q1: 6,725 shares; 2025Q2: 4,855 shares; 2025Q3: 6,073 shares; 2025Q4: 4,975 shares; 2026Q1: 1,193 shares 1,193 $52.6K 0.01% -3,782 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: restricted; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 229 shares; 2025Q3: 234 shares; 2025Q4: 252 shares; 2026Q1: 486 shares 486 $52.6K 0.01% +234 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 625 shares; 2025Q1: 456 shares; 2025Q2: 627 shares; 2025Q3: 607 shares; 2025Q4: 610 shares; 2026Q1: 739 shares 739 $52.3K 0.01% +129 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 606 shares; 2025Q3: 603 shares; 2025Q4: 569 shares; 2026Q1: 694 shares 694 $52.2K 0.01% +125 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 136 shares; 2025Q4: 163 shares; 2026Q1: 381 shares 381 $51.8K 0.01% +218 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 608 shares; 2025Q1: 546 shares; 2025Q2: 531 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $51.4K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 187 shares; 2025Q1: 170 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 227 shares; 2026Q1: 352 shares 352 $50.9K 0.01% +125 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 80 shares; 2025Q3: 76 shares; 2025Q4: 282 shares; 2026Q1: 254 shares 254 $50.2K 0.01% -28 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,190 shares; 2025Q1: 2,232 shares; 2025Q2: 2,232 shares; 2025Q3: 2,232 shares; 2025Q4: 2,232 shares; 2026Q1: 2,232 shares 2,232 $49.8K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 60 shares; 2025Q3: 61 shares; 2025Q4: 62 shares; 2026Q1: 57 shares 57 $49.8K 0.01% -5 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 18 shares; 2025Q4: 17 shares; 2026Q1: 35 shares 35 $48.3K 0.01% +18 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 128 shares; 2025Q3: 123 shares; 2025Q4: 127 shares; 2026Q1: 208 shares 208 $47.8K 0.01% +81 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: restricted; 2024Q4: 5,667 shares; 2025Q1: 2,444 shares; 2025Q2: 2,444 shares; 2025Q3: 1,254 shares; 2025Q4: 1,254 shares; 2026Q1: 1,254 shares 1,254 $47.4K 0.01% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 150 shares; 2026Q1: 109 shares 109 $46.9K 0.01% -41 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 795 shares; 2025Q1: 578 shares; 2025Q2: 454 shares; 2025Q3: 463 shares; 2025Q4: 1,122 shares; 2026Q1: 650 shares 650 $46.8K 0.01% -472 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 414 shares; 2025Q1: 404 shares; 2025Q2: 380 shares; 2025Q3: 385 shares; 2025Q4: 381 shares; 2026Q1: 398 shares 398 $46.7K 0.01% +17 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 138 shares; 2025Q3: 140 shares; 2025Q4: 61 shares; 2026Q1: 116 shares 116 $46.2K 0.01% +55 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 113 shares; 2025Q3: 106 shares; 2025Q4: 110 shares; 2026Q1: 213 shares 213 $46.1K 0.01% +103 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114 shares; 2025Q1: 37 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 710 shares; 2026Q1: 766 shares 766 $45.9K 0.01% +56 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 124 shares; 2025Q3: 126 shares; 2025Q4: 128 shares; 2026Q1: 199 shares 199 $45.9K 0.01% +71 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: restricted; 2024Q4: 498 shares; 2025Q1: 498 shares; 2025Q2: 931 shares; 2025Q3: 942 shares; 2025Q4: 958 shares; 2026Q1: 1,080 shares 1,080 $45.8K 0.01% +122 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 339 shares; 2026Q1: 413 shares 413 $45.4K 0.01% +74 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 288 shares; 2025Q1: 212 shares; 2025Q2: 712 shares; 2025Q3: 720 shares; 2025Q4: 631 shares; 2026Q1: 673 shares 673 $45.1K 0.01% +42 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 275 shares; 2025Q3: 288 shares; 2025Q4: 293 shares; 2026Q1: 385 shares 385 $44.5K 0.01% +92 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 150 shares; 2025Q3: 144 shares; 2025Q4: 145 shares; 2026Q1: 214 shares 214 $44.4K 0.01% +69 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $43.9K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 42 shares; 2026Q1: 60 shares 60 $43.7K 0.01% +18 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 113 shares; 2025Q3: 111 shares; 2025Q4: 102 shares; 2026Q1: 147 shares 147 $43.4K 0.01% +45 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 239 shares; 2025Q3: 241 shares; 2025Q4: 244 shares; 2026Q1: 150 shares 150 $42.6K 0.01% -94 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 39 shares 39 $42.5K 0.01% -2 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,189 shares; 2025Q1: 2,189 shares; 2025Q2: 1,446 shares; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares; 2026Q1: 1,444 shares 1,444 $42.4K 0.01% -2 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 485 shares; 2025Q1: 259 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 108 shares; 2026Q1: 911 shares 911 $42.3K 0.01% +803 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 133 shares; 2026Q1: 101 shares 101 $42.1K 0.01% -32 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 248 shares; 2026Q1: 255 shares 255 $42K 0.01% +7 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 66 shares 66 $41.9K 0.01% +28 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 635 shares; 2025Q3: 619 shares; 2025Q4: 612 shares; 2026Q1: 690 shares 690 $41.7K 0.01% +78 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 276 shares; 2026Q1: 228 shares 228 $41.6K 0.01% -48 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 57 shares; 2025Q3: 49 shares; 2025Q4: 54 shares; 2026Q1: 116 shares 116 $41.3K 0.01% +62 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 320 shares; 2025Q1: 317 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 266 shares; 2026Q1: 126 shares 126 $41.2K 0.01% -140 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 907 shares; 2025Q1: 907 shares; 2025Q2: 872 shares; 2025Q3: 877 shares; 2025Q4: 868 shares; 2026Q1: 1,146 shares 1,146 $40.3K 0.01% +278 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,540 shares; 2025Q1: 6,671 shares; 2025Q2: 5,522 shares; 2025Q3: 5,490 shares; 2025Q4: 5,546 shares; 2026Q1: 663 shares 663 $40.2K 0.01% -4,883 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: restricted; 2024Q4: 2,128 shares; 2025Q1: 1,328 shares; 2025Q2: 530 shares; 2025Q3: 529 shares; 2025Q4: 527 shares; 2026Q1: 327 shares 327 $40.1K 0.01% -200 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 71 shares; 2026Q1: 73 shares 73 $40.1K 0.01% +2 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $40K 0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $40K 0.01% 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: restricted; 2024Q4: 996 shares; 2025Q1: 595 shares; 2025Q2: 597 shares; 2025Q3: 589 shares; 2025Q4: 583 shares; 2026Q1: 548 shares 548 $39.9K 0.01% -35 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,859 shares; 2025Q1: 9,591 shares; 2025Q2: 9,449 shares; 2025Q3: 9,454 shares; 2025Q4: 7,461 shares; 2026Q1: 1,391 shares 1,391 $39.1K 0.01% -6,070 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 40 shares; 2025Q4: 43 shares; 2026Q1: 100 shares 100 $38.8K 0.01% +57 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44 shares; 2025Q3: 49 shares; 2025Q4: 50 shares; 2026Q1: 99 shares 99 $38.8K 0.01% +49 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 16 shares; 2025Q4: 39 shares; 2026Q1: 56 shares 56 $38.1K 0.01% +17 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,568 shares; 2025Q1: 2,490 shares; 2025Q2: 2,597 shares; 2025Q3: 2,569 shares; 2025Q4: 2,497 shares; 2026Q1: 395 shares 395 $38.1K 0.01% -2,102 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 631 shares; 2025Q3: 665 shares; 2025Q4: 694 shares; 2026Q1: 975 shares 975 $38K 0.01% +281 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 77 shares; 2025Q3: 78 shares; 2025Q4: 80 shares; 2026Q1: 106 shares 106 $37.9K 0.01% +26 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 203 shares; 2025Q3: 208 shares; 2025Q4: 201 shares; 2026Q1: 268 shares 268 $37.8K 0.01% +67 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 149 shares; 2025Q1: 130 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 86 shares; 2026Q1: 115 shares 115 $37.8K 0.01% +29 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: restricted; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 137 shares 137 $37.7K 0.01% -36 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,305 shares; 2025Q1: 1,820 shares; 2025Q2: 1,646 shares; 2025Q3: 1,645 shares; 2025Q4: 1,995 shares; 2026Q1: 1,810 shares 1,810 $37.5K 0.01% -185 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares 1,310 $37.2K 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 30 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 32 shares 32 $37.1K 0.01% +1 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 447 shares; 2025Q3: 458 shares; 2025Q4: 460 shares; 2026Q1: 756 shares 756 $37.1K 0.01% +296 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 28 shares 28 $37K 0.01% -4 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 51 shares; 2026Q1: 130 shares 130 $36.9K 0.01% +79 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,071 shares 4,071 $36.8K 0.01% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 399 shares; 2025Q1: 399 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares 267 $36.6K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 583 shares; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: 184 shares 184 $36.5K 0.01% -393 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87 shares; 2025Q1: 68 shares; 2025Q2: 33 shares; 2025Q3: 41 shares; 2025Q4: 66 shares; 2026Q1: 105 shares 105 $36.2K 0.01% +39 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 97 shares; 2025Q3: 100 shares; 2025Q4: 87 shares; 2026Q1: 137 shares 137 $35.7K 0.01% +50 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 128 shares; 2025Q3: 126 shares; 2025Q4: 125 shares; 2026Q1: 168 shares 168 $35.7K 0.01% +43 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,239 shares; 2025Q1: 1,239 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares 1,035 $35.6K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 201 shares; 2025Q3: 222 shares; 2025Q4: 298 shares; 2026Q1: 493 shares 493 $35.4K 0.01% +195 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 285 shares; 2025Q1: 259 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 118 shares; 2026Q1: 202 shares 202 $35K 0.01% +84 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 441 shares; 2025Q4: 247 shares; 2026Q1: 247 shares 247 $34.9K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,251 shares; 2025Q1: 1,441 shares; 2025Q2: 1,431 shares; 2025Q3: 1,435 shares; 2025Q4: 437 shares; 2026Q1: 1,204 shares 1,204 $34.6K 0.01% +767 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 406 shares; 2025Q1: 246 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 113 shares; 2026Q1: 166 shares 166 $34.5K 0.01% +53 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 317 shares; 2025Q1: 306 shares; 2025Q2: 293 shares; 2025Q3: 282 shares; 2025Q4: 270 shares; 2026Q1: 412 shares 412 $34.5K 0.01% +142 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98 shares; 2025Q1: 77 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 69 shares; 2026Q1: 89 shares 89 $33.8K 0.01% +20 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 54 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 75 shares 75 $33.5K 0.01% +24 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 74 shares; 2026Q1: 143 shares 143 $33.4K 0.01% +69 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 612 shares; 2025Q1: 594 shares; 2025Q2: 592 shares; 2025Q3: 592 shares; 2025Q4: 593 shares; 2026Q1: 76 shares 76 $32.9K 0.01% -517 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 140 shares; 2026Q1: 132 shares 132 $32.6K 0.01% -8 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,322 shares; 2025Q1: 1,080 shares; 2025Q2: 77 shares; 2025Q3: 74 shares; 2025Q4: 43 shares; 2026Q1: 269 shares 269 $32.6K 0.01% +226 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 654 shares; 2025Q1: 654 shares; 2025Q2: 568 shares; 2025Q3: 555 shares; 2025Q4: 552 shares; 2026Q1: 755 shares 755 $32.6K 0.01% +203 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 210 shares; 2025Q3: 216 shares; 2025Q4: 220 shares; 2026Q1: 358 shares 358 $32.6K 0.01% +138 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 510 shares; 2025Q1: 252 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 219 shares; 2026Q1: 288 shares 288 $32.4K 0.01% +69 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68 shares; 2025Q1: 51 shares; 2025Q2: 30 shares; 2025Q3: 39 shares; 2025Q4: 46 shares; 2026Q1: 109 shares 109 $32.3K 0.01% +63 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,985 shares; 2025Q1: 1,050 shares; 2025Q2: 3,615 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $32.2K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 81 shares; 2025Q3: 84 shares; 2025Q4: 83 shares; 2026Q1: 102 shares 102 $32K 0.01% +19 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 161 shares; 2025Q3: 162 shares; 2025Q4: 158 shares; 2026Q1: 152 shares 152 $31K 0.01% -6 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 659 shares; 2025Q1: 380 shares; 2025Q2: 319 shares; 2025Q3: 331 shares; 2025Q4: 334 shares; 2026Q1: 464 shares 464 $30.8K 0.01% +130 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 573 shares; 2026Q1: 484 shares 484 $30.8K 0.01% -89 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 310 shares; 2025Q1: 256 shares; 2025Q2: 160 shares; 2025Q3: 162 shares; 2025Q4: 160 shares; 2026Q1: 235 shares 235 $30.8K 0.01% +75 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 59 shares; 2026Q1: 101 shares 101 $30.7K 0.01% +42 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 143 shares 143 $30.7K 0.01% +4 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 122 shares 122 $30.6K 0.01% +57 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 115 shares; 2026Q1: 147 shares 147 $30.3K 0.01% +32 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: restricted; 2024Q4: 1,015 shares; 2025Q1: 315 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 290 shares; 2026Q1: 379 shares 379 $30.1K 0.01% +89 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83 shares; 2025Q1: 63 shares; 2025Q2: 67 shares; 2025Q3: 69 shares; 2025Q4: 65 shares; 2026Q1: 77 shares 77 $30.1K 0.01% +12 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,221 shares; 2025Q1: 2,207 shares; 2025Q2: 251 shares; 2025Q3: 261 shares; 2025Q4: 349 shares; 2026Q1: 584 shares 584 $30K 0.01% +235 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $30K 0.01% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 244 shares; 2025Q3: 220 shares; 2025Q4: 228 shares; 2026Q1: 299 shares 299 $29.9K 0.01% +71 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,988 shares; 2025Q1: 2,796 shares; 2025Q2: 2,979 shares; 2025Q3: 3,009 shares; 2025Q4: 3,009 shares; 2026Q1: 564 shares 564 $29.8K 0.01% -2,445 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,603 shares; 2025Q1: 2,571 shares; 2025Q2: 2,485 shares; 2025Q3: 2,488 shares; 2025Q4: 2,439 shares; 2026Q1: 159 shares 159 $29.7K 0.01% -2,280 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 7 shares 7 $29.5K 0.01% -154 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 357 shares 357 $29.2K 0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 171 shares; 2025Q3: 177 shares; 2025Q4: 173 shares; 2026Q1: 247 shares 247 $29.1K 0.01% +74 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 100 shares; 2025Q3: 98 shares; 2025Q4: 92 shares; 2026Q1: 139 shares 139 $29K 0.01% +47 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 221 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 296 shares 296 $28.8K 0.01% +68 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 241 shares; 2025Q3: 242 shares; 2025Q4: 211 shares; 2026Q1: 488 shares 488 $28.7K 0.01% +277 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 289 shares; 2025Q3: 272 shares; 2025Q4: 280 shares; 2026Q1: 289 shares 289 $28.6K 0.01% +9 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 205 shares; 2025Q3: 219 shares; 2025Q4: 224 shares; 2026Q1: 308 shares 308 $28.4K 0.01% +84 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 452 shares; 2025Q1: 178 shares; 2025Q2: 181 shares; 2025Q3: 179 shares; 2025Q4: 162 shares; 2026Q1: 157 shares 157 $28.3K 0.01% -5 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 17 shares; 2025Q4: 16 shares; 2026Q1: 38 shares 38 $28.1K 0.01% +22 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 230 shares; 2025Q3: 256 shares; 2025Q4: 274 shares; 2026Q1: 404 shares 404 $28K 0.01% +130 Timeline NBR NABORS INDUSTRIES LTD More: the full row for NABORS INDUSTRIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 246 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 324 shares 324 $27.9K 0.01% +27 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: restricted; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 125 shares; 2025Q3: 139 shares; 2025Q4: 162 shares; 2026Q1: 265 shares 265 $27.9K 0.01% +103 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 69 shares; 2025Q3: 67 shares; 2025Q4: 56 shares; 2026Q1: 95 shares 95 $27.6K 0.01% +39 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 39 shares; 2026Q1: 43 shares 43 $27.6K 0.01% +4 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39 shares; 2025Q1: 32 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $27.4K 0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 282 shares; 2025Q3: 285 shares; 2025Q4: 280 shares; 2026Q1: 314 shares 314 $27.4K 0.01% +34 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: restricted; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 172 shares; 2026Q1: 256 shares 256 $27.3K 0.01% +84 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158 shares; 2025Q3: 174 shares; 2025Q4: 134 shares; 2026Q1: 395 shares 395 $27.3K 0.01% +261 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 226 shares; 2025Q1: 212 shares; 2025Q2: 195 shares; 2025Q3: 204 shares; 2025Q4: 182 shares; 2026Q1: 420 shares 420 $27.3K 0.01% +238 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $27K 0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 51 shares; 2026Q1: 96 shares 96 $27K 0.01% +45 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 82 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 129 shares 129 $27K 0.01% +43 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 645 shares; 2025Q3: 632 shares; 2025Q4: 575 shares; 2026Q1: 440 shares 440 $26.9K 0.01% -135 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 419 shares; 2025Q4: 424 shares; 2026Q1: 424 shares 424 $26.8K 0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 366 shares; 2025Q1: 260 shares; 2025Q2: 261 shares; 2025Q3: 267 shares; 2025Q4: 272 shares; 2026Q1: 368 shares 368 $26.7K 0.01% +96 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 192 shares; 2025Q3: 194 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $26.5K 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: restricted; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 368 shares; 2025Q3: 369 shares; 2025Q4: 293 shares; 2026Q1: 343 shares 343 $26.4K 0.01% +50 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $26.4K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 150 shares; 2025Q3: 155 shares; 2025Q4: 147 shares; 2026Q1: 285 shares 285 $26.3K 0.01% +138 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 112 shares; 2025Q3: 110 shares; 2025Q4: 108 shares; 2026Q1: 194 shares 194 $26.2K 0.01% +86 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79 shares; 2025Q3: 87 shares; 2025Q4: 89 shares; 2026Q1: 114 shares 114 $26.2K 0.01% +25 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: 582 shares; 2025Q3: 574 shares; 2025Q4: 563 shares; 2026Q1: 1,011 shares 1,011 $26.2K 0.01% +448 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 406 shares; 2025Q1: 239 shares; 2025Q2: 202 shares; 2025Q3: 197 shares; 2025Q4: 197 shares; 2026Q1: 197 shares 197 $26K 0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 37 shares 37 $26K 0.01% +19 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 211 shares; 2025Q3: 219 shares; 2025Q4: 213 shares; 2026Q1: 391 shares 391 $25.9K 0.01% +178 Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,174 shares 2,174 $25.9K 0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 86 shares; 2025Q3: 85 shares; 2025Q4: 84 shares; 2026Q1: 112 shares 112 $25.9K 0.01% +28 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 61 shares; 2025Q3: 59 shares; 2025Q4: 61 shares; 2026Q1: 87 shares 87 $25.9K 0.01% +26 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 55 shares; 2025Q3: 59 shares; 2025Q4: 71 shares; 2026Q1: 190 shares 190 $25.9K 0.01% +119 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,125 shares; 2025Q1: 1,073 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 997 shares; 2026Q1: 178 shares 178 $25.9K 0.01% -819 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 527 shares; 2025Q3: 537 shares; 2025Q4: 521 shares; 2026Q1: 688 shares 688 $25.6K 0.01% +167 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 155 shares; 2025Q3: 164 shares; 2025Q4: 161 shares; 2026Q1: 157 shares 157 $25.5K 0.01% -4 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 43 shares 43 $25.5K 0.01% +26 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 88 shares; 2026Q1: 71 shares 71 $25.5K 0.01% -17 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 309 shares; 2025Q3: 71 shares; 2025Q4: 79 shares; 2026Q1: 87 shares 87 $25.5K 0.01% +8 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 132 shares; 2025Q3: 159 shares; 2025Q4: 181 shares; 2026Q1: 255 shares 255 $25.3K 0.01% +74 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: restricted; 2024Q4: 159 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 50 shares; 2026Q1: 59 shares 59 $25.1K 0.01% +9 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: restricted; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 94 shares; 2025Q3: 90 shares; 2025Q4: 89 shares; 2026Q1: 135 shares 135 $24.9K 0.01% +46 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 45 shares; 2025Q4: 36 shares; 2026Q1: 93 shares 93 $24.7K 0.01% +57 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,776 shares; 2025Q1: 1,721 shares; 2025Q2: 1,590 shares; 2025Q3: 1,727 shares; 2025Q4: 1,572 shares; 2026Q1: 124 shares 124 $24.7K 0.01% -1,448 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $24.5K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,093 shares; 2025Q1: 2,643 shares; 2025Q2: 2,655 shares; 2025Q3: 2,542 shares; 2025Q4: 2,509 shares; 2026Q1: 249 shares 249 $24.5K 0.01% -2,260 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: restricted; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 49 shares; 2025Q3: 51 shares; 2025Q4: 54 shares; 2026Q1: 56 shares 56 $24.4K 0.01% +2 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 123 shares; 2025Q3: 129 shares; 2025Q4: 59 shares; 2026Q1: 125 shares 125 $24.4K 0.01% +66 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 396 shares; 2026Q1: 396 shares 396 $24.3K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 218 shares; 2026Q1: 179 shares 179 $24.2K 0.01% -39 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117 shares; 2025Q1: 107 shares; 2025Q2: 280 shares; 2025Q3: 319 shares; 2025Q4: 319 shares; 2026Q1: 319 shares 319 $24.1K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 42 shares; 2025Q3: 45 shares; 2025Q4: 48 shares; 2026Q1: 74 shares 74 $23.9K 0.01% +26 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 84 shares; 2025Q2: 94 shares; 2025Q3: 97 shares; 2025Q4: 93 shares; 2026Q1: 240 shares 240 $23.6K 0.01% +147 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 114 shares; 2025Q3: 119 shares; 2025Q4: 95 shares; 2026Q1: 181 shares 181 $23.5K 0.01% +86 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,418 shares; 2025Q1: 3,418 shares; 2025Q2: 3,580 shares; 2025Q3: 3,580 shares; 2025Q4: 3,580 shares; 2026Q1: 3,417 shares 3,417 $23.5K 0.01% -163 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: restricted; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 209 shares; 2025Q3: 249 shares; 2025Q4: 235 shares; 2026Q1: 290 shares 290 $23.2K 0.01% +55 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: restricted; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 52 shares; 2025Q3: 51 shares; 2025Q4: 62 shares; 2026Q1: 91 shares 91 $23.2K 0.01% +29 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 502 shares; 2025Q1: 302 shares; 2025Q2: 202 shares; 2025Q3: 221 shares; 2025Q4: 168 shares; 2026Q1: 270 shares 270 $23K 0.01% +102 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 162 shares; 2025Q3: 164 shares; 2025Q4: 161 shares; 2026Q1: 192 shares 192 $22.9K 0.01% +31 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 34 shares; 2025Q4: 24 shares; 2026Q1: 71 shares 71 $22.8K 0.01% +47 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 167 shares; 2025Q3: 156 shares; 2025Q4: 188 shares; 2026Q1: 237 shares 237 $22.8K 0.01% +49 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 164 shares; 2026Q1: 116 shares 116 $22.7K 0.01% -48 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 128 shares; 2026Q1: 157 shares 157 $22.7K 0.01% +29 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 91 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 116 shares 116 $22.2K <0.01% +27 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 304 shares; 2025Q1: 426 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 405 shares; 2026Q1: 245 shares 245 $22.1K <0.01% -160 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: restricted; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 55 shares; 2026Q1: 95 shares 95 $22K <0.01% +40 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: restricted; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 39 shares; 2025Q3: 42 shares; 2025Q4: 39 shares; 2026Q1: 78 shares 78 $22K <0.01% +39 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 329 shares; 2025Q1: 292 shares; 2025Q2: 255 shares; 2025Q3: 209 shares; 2025Q4: 167 shares; 2026Q1: 111 shares 111 $22K <0.01% -56 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64 shares; 2025Q3: 74 shares; 2025Q4: 37 shares; 2026Q1: 370 shares 370 $21.9K <0.01% +333 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: restricted; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 14 shares; 2026Q1: 20 shares 20 $21.9K <0.01% +6 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45 shares; 2025Q3: 65 shares; 2025Q4: 94 shares; 2026Q1: 184 shares 184 $21.8K <0.01% +90 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 30 shares 30 $21.8K <0.01% +16 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 64 shares; 2025Q3: 62 shares; 2025Q4: 61 shares; 2026Q1: 46 shares 46 $21.8K <0.01% -15 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 770 shares; 2025Q1: 180 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 291 shares; 2026Q1: 473 shares 473 $21.7K <0.01% +182 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210 shares; 2025Q1: 113 shares; 2025Q2: 146 shares; 2025Q3: 136 shares; 2025Q4: 135 shares; 2026Q1: 187 shares 187 $21.6K <0.01% +52 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 415 shares; 2025Q1: 339 shares; 2025Q2: 113 shares; 2025Q3: 121 shares; 2025Q4: 388 shares; 2026Q1: 249 shares 249 $21.6K <0.01% -139 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139 shares; 2025Q3: 153 shares; 2025Q4: 136 shares; 2026Q1: 329 shares 329 $21.5K <0.01% +193 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 69 shares; 2025Q3: 75 shares; 2025Q4: 73 shares; 2026Q1: 105 shares 105 $21.5K <0.01% +32 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,299 shares; 2025Q1: 134 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 91 shares; 2026Q1: 162 shares 162 $21.2K <0.01% +71 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 75 shares; 2026Q1: 58 shares 58 $21.1K <0.01% -17 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 562 shares; 2025Q3: 194 shares; 2025Q4: 193 shares; 2026Q1: 140 shares 140 $20.5K <0.01% -53 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 221 shares 221 $20.4K <0.01% +93 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 80 shares; 2026Q1: 111 shares 111 $20.2K <0.01% +31 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: restricted; 2024Q4: 92 shares; 2025Q1: 88 shares; 2025Q2: 42 shares; 2025Q3: 43 shares; 2025Q4: 44 shares; 2026Q1: 62 shares 62 $20.2K <0.01% +18 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 20 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 41 shares 41 $20.1K <0.01% +20 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 2,507 shares; 2025Q3: 2,507 shares; 2025Q4: 2,642 shares; 2026Q1: 3,032 shares 3,032 $20.1K <0.01% +390 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 143 shares; 2025Q3: 146 shares; 2025Q4: 150 shares; 2026Q1: 228 shares 228 $20K <0.01% +78 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 303 shares; 2025Q3: 304 shares; 2025Q4: 302 shares; 2026Q1: 181 shares 181 $19.9K <0.01% -121 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 23 shares; 2026Q1: 69 shares 69 $19.8K <0.01% +46 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: restricted; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 110 shares; 2025Q3: 129 shares; 2025Q4: 185 shares; 2026Q1: 393 shares 393 $19.8K <0.01% +208 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 801 shares; 2025Q1: 429 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 318 shares; 2026Q1: 517 shares 517 $19.7K <0.01% +199 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 213 shares; 2025Q3: 217 shares; 2025Q4: 226 shares; 2026Q1: 280 shares 280 $19.7K <0.01% +54 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 467 shares; 2025Q1: 318 shares; 2025Q2: 407 shares; 2025Q3: 409 shares; 2025Q4: 332 shares; 2026Q1: 97 shares 97 $19.7K <0.01% -235 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 30 shares; 2025Q3: 31 shares; 2025Q4: 30 shares; 2026Q1: 35 shares 35 $19.7K <0.01% +5 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $19.6K <0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 54 shares; 2025Q3: 55 shares; 2025Q4: 57 shares; 2026Q1: 109 shares 109 $19.6K <0.01% +52 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127 shares; 2025Q1: 106 shares; 2025Q2: 160 shares; 2025Q3: 170 shares; 2025Q4: 168 shares; 2026Q1: 303 shares 303 $19.6K <0.01% +135 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 971 shares; 2025Q1: 971 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 408 shares; 2026Q1: 975 shares 975 $19.5K <0.01% +567 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: restricted; 2024Q4: 157 shares; 2025Q1: 147 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 162 shares; 2026Q1: 263 shares 263 $19.4K <0.01% +101 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 18 shares; 2025Q3: 15 shares; 2025Q4: 11 shares; 2026Q1: 25 shares 25 $19.3K <0.01% +14 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86 shares; 2025Q3: 106 shares; 2025Q4: 145 shares; 2026Q1: 176 shares 176 $19.3K <0.01% +31 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 67 shares; 2025Q3: 65 shares; 2025Q4: 67 shares; 2026Q1: 87 shares 87 $19.2K <0.01% +20 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: restricted; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 45 shares; 2025Q3: 37 shares; 2025Q4: 38 shares; 2026Q1: 90 shares 90 $19.1K <0.01% +52 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 160 shares; 2025Q3: 162 shares; 2025Q4: 160 shares; 2026Q1: 280 shares 280 $19K <0.01% +120 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 5 shares; 2025Q4: 15 shares; 2026Q1: 40 shares 40 $19K <0.01% +25 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 105 shares; 2025Q3: 100 shares; 2025Q4: 99 shares; 2026Q1: 140 shares 140 $18.9K <0.01% +41 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 36 shares 36 $18.8K <0.01% +19 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317 shares; 2026Q1: 149 shares 149 $18.8K <0.01% -168 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 63 shares; 2026Q1: 119 shares 119 $18.7K <0.01% +56 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 416 shares; 2025Q1: 414 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 250 shares; 2026Q1: 265 shares 265 $18.6K <0.01% +15 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: restricted; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 57 shares; 2026Q1: 90 shares 90 $18.6K <0.01% +33 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: restricted; 2024Q4: 109 shares; 2025Q1: 81 shares; 2025Q2: 28 shares; 2025Q3: 39 shares; 2025Q4: 25 shares; 2026Q1: 94 shares 94 $18.6K <0.01% +69 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 263 shares; 2026Q1: 320 shares 320 $18.4K <0.01% +57 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 522 shares 522 $18.4K <0.01% 0 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 37 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 63 shares 63 $18.3K <0.01% +30 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: restricted; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 59 shares; 2025Q3: 58 shares; 2025Q4: 56 shares; 2026Q1: 61 shares 61 $18.2K <0.01% +5 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 799 shares; 2025Q1: 234 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 176 shares; 2026Q1: 224 shares 224 $18.1K <0.01% +48 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 112 shares; 2025Q3: 122 shares; 2025Q4: 54 shares; 2026Q1: 92 shares 92 $18.1K <0.01% +38 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61 shares; 2025Q3: 62 shares; 2025Q4: 58 shares; 2026Q1: 60 shares 60 $17.9K <0.01% +2 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 37 shares; 2025Q3: 35 shares; 2025Q4: 36 shares; 2026Q1: 65 shares 65 $17.8K <0.01% +29 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 97 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 85 shares; 2026Q1: 183 shares 183 $17.8K <0.01% +98 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 10 shares; 2025Q4: 12 shares; 2026Q1: 34 shares 34 $17.7K <0.01% +22 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,406 shares; 2025Q4: 13,740 shares; 2026Q1: 461 shares 461 $17.7K <0.01% -13,279 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: 30 shares; 2025Q4: 35 shares; 2026Q1: 91 shares 91 $17.7K <0.01% +56 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 145 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 155 shares 155 $17.7K <0.01% +11 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 661 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 635 shares 635 $17.4K <0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 624 shares; 2026Q1: 600 shares 600 $17.3K <0.01% -24 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 39 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 59 shares 59 $17.2K <0.01% +18 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: restricted; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 135 shares; 2025Q3: 136 shares; 2025Q4: 142 shares; 2026Q1: 162 shares 162 $17.1K <0.01% +20 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 60 shares; 2026Q1: 101 shares 101 $17.1K <0.01% +41 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $17K <0.01% 0 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: restricted; 2024Q4: 36 shares; 2025Q1: 29 shares; 2025Q2: 426 shares; 2025Q3: 78 shares; 2025Q4: 43 shares; 2026Q1: 98 shares 98 $16.9K <0.01% +55 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 722 shares; 2025Q1: 722 shares; 2025Q2: 754 shares; 2025Q3: 682 shares; 2025Q4: 715 shares; 2026Q1: 802 shares 802 $16.9K <0.01% +87 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 48 shares; 2026Q1: 121 shares 121 $16.9K <0.01% +73 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 39 shares; 2026Q1: 62 shares 62 $16.9K <0.01% +23 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 132 shares; 2026Q1: 196 shares 196 $16.8K <0.01% +64 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 63 shares 63 $16.8K <0.01% -72 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 496 shares; 2025Q1: 496 shares; 2025Q2: 480 shares; 2025Q3: 313 shares; 2025Q4: 301 shares; 2026Q1: 185 shares 185 $16.7K <0.01% -116 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 46 shares; 2025Q3: 49 shares; 2025Q4: 47 shares; 2026Q1: 85 shares 85 $16.7K <0.01% +38 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61 shares; 2025Q3: 65 shares; 2025Q4: 66 shares; 2026Q1: 140 shares 140 $16.6K <0.01% +74 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 104 shares; 2025Q3: 58 shares; 2025Q4: 140 shares; 2026Q1: 226 shares 226 $16.5K <0.01% +86 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 110 shares; 2026Q1: 115 shares 115 $16.5K <0.01% +5 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92 shares; 2025Q1: 112 shares; 2025Q2: 744 shares; 2025Q3: 666 shares; 2025Q4: 691 shares; 2026Q1: 1,039 shares 1,039 $16.5K <0.01% +348 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 468 shares; 2026Q1: 235 shares 235 $16.4K <0.01% -233 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $16.3K <0.01% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 84 shares; 2025Q3: 83 shares; 2025Q4: 27 shares; 2026Q1: 33 shares 33 $16.3K <0.01% +6 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 120 shares; 2026Q1: 138 shares 138 $16.3K <0.01% +18 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 187 shares; 2025Q3: 188 shares; 2025Q4: 182 shares; 2026Q1: 196 shares 196 $16K <0.01% +14 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86 shares; 2025Q1: 78 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 121 shares; 2026Q1: 160 shares 160 $15.9K <0.01% +39 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122 shares; 2025Q3: 707 shares; 2025Q4: 740 shares; 2026Q1: 351 shares 351 $15.8K <0.01% -389 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 61 shares; 2025Q3: 63 shares; 2025Q4: 66 shares; 2026Q1: 101 shares 101 $15.7K <0.01% +35 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,819 shares; 2025Q1: 1,819 shares; 2025Q2: 7,619 shares; 2025Q3: 1,819 shares; 2025Q4: 1,819 shares; 2026Q1: 1,819 shares 1,819 $15.7K <0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 124 shares 124 $15.6K <0.01% +65 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 416 shares; 2025Q1: 417 shares; 2025Q2: 202 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 346 shares 346 $15.6K <0.01% +126 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: restricted; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 198 shares; 2026Q1: 198 shares 198 $15.6K <0.01% 0 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 107 shares 107 $15.6K <0.01% +78 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46 shares; 2025Q3: 57 shares; 2025Q4: 54 shares; 2026Q1: 68 shares 68 $15.5K <0.01% +14 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 130 shares; 2025Q3: 141 shares; 2025Q4: 151 shares; 2026Q1: 249 shares 249 $15.5K <0.01% +98 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 80 shares; 2025Q3: 77 shares; 2025Q4: 76 shares; 2026Q1: 106 shares 106 $15.5K <0.01% +30 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 38 shares 38 $15.5K <0.01% +14 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 65 shares; 2025Q3: 70 shares; 2025Q4: 59 shares; 2026Q1: 39 shares 39 $15.5K <0.01% -20 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 70 shares; 2025Q3: 72 shares; 2025Q4: 75 shares; 2026Q1: 113 shares 113 $15.4K <0.01% +38 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 139 shares; 2025Q3: 143 shares; 2025Q4: 114 shares; 2026Q1: 91 shares 91 $15.4K <0.01% -23 Timeline