IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 62,024 shares 62,024 $46.4M 9.06% +6,374 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 710,489 shares; 2026Q2: 710,489 shares 710,489 $38.7M 7.54% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 392 shares; 2025Q4: 282,859 shares; 2026Q1: 336,427 shares; 2026Q2: 393,282 shares 393,282 $29.8M 5.8% +56,855 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 306,418 shares 306,418 $27.3M 5.32% +28,019 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; 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; 2026Q2: 543,933 shares 543,933 $22.4M 4.38% +39,667 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; 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; 2026Q2: 552,973 shares 552,973 $16.9M 3.3% +56,336 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; 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; 2026Q2: 205,077 shares 205,077 $16.5M 3.22% +158,801 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 53,549 shares 53,549 $15.5M 3.02% -124 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; 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; 2026Q2: 205,152 shares 205,152 $14.6M 2.85% -4,058 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; 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; 2026Q2: 19,488 shares 19,488 $13.4M 2.61% -52 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 152,957 shares 152,957 $12.7M 2.47% +8,380 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; 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; 2026Q2: 138,251 shares 138,251 $12.6M 2.46% +7,230 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; 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; 2026Q2: 302,027 shares 302,027 $12.3M 2.39% -1,659 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 12,130 shares; 2025Q4: 391,037 shares; 2026Q1: 421,787 shares; 2026Q2: 482,276 shares 482,276 $9.82M 1.92% +60,489 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 84,760 shares 84,760 $8.67M 1.69% +5,885 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; 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; 2026Q2: 79,576 shares 79,576 $8.2M 1.6% +3,567 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 432 shares; 2025Q3: 35,353 shares; 2025Q4: 32,298 shares; 2026Q1: 32,215 shares; 2026Q2: 32,215 shares 32,215 $8.13M 1.58% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 52,673 shares 52,673 $7.81M 1.52% +3,000 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 101,203 shares 101,203 $7.8M 1.52% -878 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; 2024Q3: restricted; 2024Q4: 86 shares; 2025Q1: not reported; 2025Q2: 80,451 shares; 2025Q3: 78,311 shares; 2025Q4: 78,919 shares; 2026Q1: 78,754 shares; 2026Q2: 72,265 shares 72,265 $6.97M 1.36% -6,489 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,445 shares; 2026Q1: 106,635 shares; 2026Q2: 136,295 shares 136,295 $6.88M 1.34% +29,660 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 53,550 shares 53,550 $5.17M 1.01% 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; 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; 2026Q2: 73,148 shares 73,148 $5.11M 1% -2,906 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 119,250 shares 119,250 $4.94M 0.96% 0 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; 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; 2026Q2: 156,641 shares 156,641 $4.87M 0.95% -1,417 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; 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; 2026Q2: 74,695 shares 74,695 $4.46M 0.87% -2,239 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 25,522 shares 25,522 $4.23M 0.82% -29 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; 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; 2026Q2: 3,652 shares 3,652 $4.22M 0.82% +96 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; 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; 2026Q2: 4,969 shares 4,969 $3.66M 0.71% -10 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; 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; 2026Q2: 3,046 shares 3,046 $3.65M 0.71% +52 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,203 shares 9,203 $3.29M 0.64% +246 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; 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; 2026Q2: 36,479 shares 36,479 $3.21M 0.63% -879 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 15,961 shares 15,961 $3.19M 0.62% -1,833 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; 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; 2026Q2: 147,995 shares 147,995 $2.83M 0.55% +32,587 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; 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; 2026Q2: 8,418 shares 8,418 $2.55M 0.5% -549 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; 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; 2026Q2: 31,985 shares 31,985 $2.49M 0.49% -29,912 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,100 shares; 2025Q4: 23,100 shares; 2026Q1: 23,100 shares; 2026Q2: 23,100 shares 23,100 $2.46M 0.48% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,300 shares; 2025Q4: 12,300 shares; 2026Q1: 12,300 shares; 2026Q2: 12,300 shares 12,300 $2.43M 0.47% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $2.43M 0.47% 0 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; 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; 2026Q2: 19,357 shares 19,357 $2.41M 0.47% -1,669 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,975 shares; 2025Q3: 32,742 shares; 2025Q4: 30,857 shares; 2026Q1: 30,760 shares; 2026Q2: 27,664 shares 27,664 $2.37M 0.46% -3,096 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,300 shares; 2025Q4: 10,399 shares; 2026Q1: 10,300 shares; 2026Q2: 10,300 shares 10,300 $2.34M 0.46% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 21,057 shares 21,057 $2.3M 0.45% -3,008 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,493 shares 6,493 $2.29M 0.45% +504 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,258 shares; 2025Q3: 47,296 shares; 2025Q4: 45,375 shares; 2026Q1: 44,656 shares; 2026Q2: 39,608 shares 39,608 $2.28M 0.45% -5,048 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; 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; 2026Q2: 44,338 shares 44,338 $2.24M 0.44% -3,455 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,851 shares 5,851 $2.18M 0.43% -474 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; 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; 2026Q2: 12,300 shares 12,300 $2.09M 0.41% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,456 shares; 2025Q3: 51,220 shares; 2025Q4: 49,983 shares; 2026Q1: 49,983 shares; 2026Q2: 48,313 shares 48,313 $1.94M 0.38% -1,670 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; 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; 2026Q2: 8,030 shares 8,030 $1.91M 0.37% +175 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,962 shares; 2025Q4: 129,483 shares; 2026Q1: 120,619 shares; 2026Q2: 73,556 shares 73,556 $1.69M 0.33% -47,063 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; 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; 2026Q2: 32,047 shares 32,047 $1.66M 0.32% -2,700 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; 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; 2026Q2: 17,723 shares 17,723 $1.63M 0.32% +53 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,350 shares; 2025Q4: 3,995 shares; 2026Q1: 3,995 shares; 2026Q2: 3,995 shares 3,995 $1.57M 0.31% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,160 shares; 2025Q4: 13,160 shares; 2026Q1: 13,160 shares; 2026Q2: 13,160 shares 13,160 $1.5M 0.29% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,440 shares; 2025Q4: 11,615 shares; 2026Q1: 11,539 shares; 2026Q2: 11,539 shares 11,539 $1.36M 0.26% 0 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; 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; 2026Q2: 1,390 shares 1,390 $1.3M 0.25% +10 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; 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; 2026Q2: 2,591 shares 2,591 $1.3M 0.25% +29 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares; 2026Q2: 5,300 shares 5,300 $1.28M 0.25% 0 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; 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; 2026Q2: 3,600 shares 3,600 $1.18M 0.23% +195 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; 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; 2026Q2: 13,600 shares 13,600 $1.16M 0.23% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,019 shares 3,019 $1.14M 0.22% +406 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,088 shares 6,088 $1.09M 0.21% 0 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; 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; 2026Q2: 2,906 shares 2,906 $1.08M 0.21% -24 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,225 shares 4,225 $1.06M 0.21% -26 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; 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; 2026Q2: 47,695 shares 47,695 $987K 0.19% -427 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,767 shares 2,767 $949K 0.19% -18 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,838 shares 8,838 $918K 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; 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; 2026Q2: 2,859 shares 2,859 $859K 0.17% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,998 shares; 2025Q3: 20,164 shares; 2025Q4: 18,363 shares; 2026Q1: 18,238 shares; 2026Q2: 17,661 shares 17,661 $858K 0.17% -577 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; 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; 2026Q2: 2,430 shares 2,430 $857K 0.17% -349 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,608 shares; 2025Q3: 13,374 shares; 2025Q4: 13,197 shares; 2026Q1: 13,197 shares; 2026Q2: 12,340 shares 12,340 $834K 0.16% -857 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146 shares; 2026Q1: not reported; 2026Q2: 7,000 shares 7,000 $833K 0.16% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 587 shares; 2026Q1: 7,922 shares; 2026Q2: 8,145 shares 8,145 $832K 0.16% +223 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,512 shares; 2025Q3: 22,512 shares; 2025Q4: 22,512 shares; 2026Q1: 22,512 shares; 2026Q2: 20,110 shares 20,110 $795K 0.16% -2,402 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; 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; 2026Q2: 14,191 shares 14,191 $767K 0.15% -165 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,610 shares 2,610 $759K 0.15% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,786 shares 3,786 $718K 0.14% +1,104 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; 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; 2026Q2: 1,195 shares 1,195 $673K 0.13% -291 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 870 shares; 2025Q1: 438 shares; 2025Q2: 1,079 shares; 2025Q3: 778 shares; 2025Q4: 1,213 shares; 2026Q1: 1,333 shares; 2026Q2: 1,576 shares 1,576 $663K 0.13% +243 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,272 shares 20,272 $618K 0.12% +598 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,474 shares; 2025Q1: 814 shares; 2025Q2: 168 shares; 2025Q3: 601 shares; 2025Q4: 385 shares; 2026Q1: 592 shares; 2026Q2: 566 shares 566 $603K 0.12% -26 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; 2024Q3: restricted; 2024Q4: 878 shares; 2025Q1: 741 shares; 2025Q2: 741 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares; 2026Q2: 765 shares 765 $571K 0.11% +1 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,054 shares 4,054 $567K 0.11% +205 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 597 shares; 2025Q1: 581 shares; 2025Q2: 1,028 shares; 2025Q3: 1,030 shares; 2025Q4: 1,081 shares; 2026Q1: 1,098 shares; 2026Q2: 1,090 shares 1,090 $560K 0.11% -8 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,900 shares 3,900 $533K 0.1% 0 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; 2024Q3: restricted; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 581 shares; 2025Q3: 579 shares; 2025Q4: 939 shares; 2026Q1: 1,020 shares; 2026Q2: 1,212 shares 1,212 $525K 0.1% +192 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,483 shares 1,483 $502K 0.1% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,960 shares; 2025Q4: 2,960 shares; 2026Q1: 2,960 shares; 2026Q2: 2,960 shares 2,960 $487K 0.09% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 924 shares; 2025Q3: 2,004 shares; 2025Q4: 968 shares; 2026Q1: 968 shares; 2026Q2: 3,872 shares 3,872 $481K 0.09% +2,904 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; 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; 2026Q2: 3,155 shares 3,155 $480K 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; 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; 2026Q2: 5,800 shares 5,800 $477K 0.09% 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; 2024Q3: restricted; 2024Q4: 616 shares; 2025Q1: 619 shares; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 2,248 shares; 2026Q1: 2,221 shares; 2026Q2: 2,221 shares 2,221 $473K 0.09% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,844 shares 1,844 $468K 0.09% -120 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; 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; 2026Q2: 463 shares 463 $468K 0.09% +30 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,406 shares; 2025Q4: 13,740 shares; 2026Q1: 461 shares; 2026Q2: 13,280 shares 13,280 $442K 0.09% +12,819 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,172 shares 1,172 $424K 0.08% -6 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; 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; 2026Q2: 7,431 shares 7,431 $423K 0.08% +1,151 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; 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; 2026Q2: 2,474 shares 2,474 $403K 0.08% +164 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; 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; 2026Q2: 3,112 shares 3,112 $393K 0.08% 0 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; 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; 2026Q2: 1,000 shares 1,000 $391K 0.08% 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; 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; 2026Q2: 2,950 shares 2,950 $379K 0.07% +928 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,732 shares 2,732 $374K 0.07% new 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; 2024Q3: restricted; 2024Q4: 2,563 shares; 2025Q1: 2,545 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 505 shares; 2026Q1: 519 shares; 2026Q2: 638 shares 638 $371K 0.07% +119 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,358 shares 1,358 $367K 0.07% -128 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,612 shares; 2025Q3: 10,383 shares; 2025Q4: 10,223 shares; 2026Q1: 10,223 shares; 2026Q2: 8,658 shares 8,658 $336K 0.07% -1,565 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,930 shares 2,930 $332K 0.06% +295 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 840 shares; 2026Q2: 840 shares 840 $307K 0.06% 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; 2024Q3: restricted; 2024Q4: 2,016 shares; 2025Q1: 116 shares; 2025Q2: 188 shares; 2025Q3: 184 shares; 2025Q4: 204 shares; 2026Q1: 368 shares; 2026Q2: 447 shares 447 $286K 0.06% +79 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 223 shares; 2025Q3: 7,805 shares; 2025Q4: 8,235 shares; 2026Q1: 9,353 shares; 2026Q2: 12,650 shares 12,650 $279K 0.05% +3,297 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,921 shares 1,921 $268K 0.05% +728 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,494 shares 1,494 $263K 0.05% +676 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,572 shares 2,572 $263K 0.05% -31 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,766 shares 2,766 $251K 0.05% -395 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; 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; 2026Q2: 2,131 shares 2,131 $250K 0.05% +143 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; 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; 2026Q2: 3,433 shares 3,433 $247K 0.05% -219 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,102 shares; 2026Q1: 1,102 shares; 2026Q2: 1,102 shares 1,102 $244K 0.05% 0 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; 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; 2026Q2: 5,359 shares 5,359 $243K 0.05% -975 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 379 shares; 2025Q1: 375 shares; 2025Q2: 518 shares; 2025Q3: 510 shares; 2025Q4: 535 shares; 2026Q1: 575 shares; 2026Q2: 711 shares 711 $242K 0.05% +136 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; 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; 2026Q2: 841 shares 841 $236K 0.05% -115 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; 2024Q3: restricted; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 380 shares; 2026Q1: 433 shares; 2026Q2: 583 shares 583 $232K 0.05% +150 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; 2024Q3: restricted; 2024Q4: 413 shares; 2025Q1: 394 shares; 2025Q2: 380 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 312 shares; 2026Q2: 312 shares 312 $226K 0.04% 0 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; 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; 2026Q2: 1,400 shares 1,400 $222K 0.04% 0 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; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 18 shares; 2025Q4: 17 shares; 2026Q1: 35 shares; 2026Q2: 108 shares 108 $214K 0.04% +73 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; 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; 2026Q2: 1,282 shares 1,282 $205K 0.04% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 136 shares; 2025Q4: 163 shares; 2026Q1: 381 shares; 2026Q2: 799 shares 799 $204K 0.04% +418 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 451 shares; 2025Q1: 337 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares; 2025Q4: 949 shares; 2026Q1: 1,036 shares; 2026Q2: 1,090 shares 1,090 $201K 0.04% +54 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; 2024Q3: restricted; 2024Q4: 335 shares; 2025Q1: 199 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 488 shares; 2026Q1: 416 shares; 2026Q2: 416 shares 416 $199K 0.04% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 306 shares; 2026Q2: 306 shares 306 $196K 0.04% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 239 shares; 2025Q3: 241 shares; 2025Q4: 244 shares; 2026Q1: 150 shares; 2026Q2: 524 shares 524 $196K 0.04% +374 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; 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; 2026Q2: 1,309 shares 1,309 $192K 0.04% +17 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; 2024Q3: restricted; 2024Q4: 435 shares; 2025Q1: 351 shares; 2025Q2: 306 shares; 2025Q3: 314 shares; 2025Q4: 376 shares; 2026Q1: 374 shares; 2026Q2: 435 shares 435 $188K 0.04% +61 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 95 shares; 2025Q3: 97 shares; 2025Q4: 100 shares; 2026Q1: 41 shares; 2026Q2: 620 shares 620 $187K 0.04% +579 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; 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; 2026Q2: 355 shares 355 $185K 0.04% 0 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; 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; 2026Q2: 2,457 shares 2,457 $180K 0.04% +1,125 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 66 shares; 2026Q2: 79 shares 79 $180K 0.04% +13 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,348 shares; 2025Q1: 517 shares; 2025Q2: 475 shares; 2025Q3: 5,278 shares; 2025Q4: 5,071 shares; 2026Q1: 5,316 shares; 2026Q2: 2,912 shares 2,912 $176K 0.03% -2,404 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; 2024Q3: restricted; 2024Q4: 469 shares; 2025Q1: 444 shares; 2025Q2: 608 shares; 2025Q3: 609 shares; 2025Q4: 751 shares; 2026Q1: 414 shares; 2026Q2: 410 shares 410 $175K 0.03% -4 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; 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; 2026Q2: 3,114 shares 3,114 $174K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 466 shares; 2025Q1: 403 shares; 2025Q2: 424 shares; 2025Q3: 400 shares; 2025Q4: 465 shares; 2026Q1: 266 shares; 2026Q2: 411 shares 411 $171K 0.03% +145 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; 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; 2026Q2: 1,348 shares 1,348 $171K 0.03% -9 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,739 shares 1,739 $166K 0.03% -3 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; 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; 2026Q2: 1,853 shares 1,853 $163K 0.03% -391 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; 2024Q3: restricted; 2024Q4: 647 shares; 2025Q1: 647 shares; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 647 shares; 2026Q1: 647 shares; 2026Q2: 717 shares 717 $160K 0.03% +70 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 573 shares 573 $158K 0.03% new 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; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: 500 shares; 2025Q2: 517 shares; 2025Q3: 517 shares; 2025Q4: 517 shares; 2026Q1: 522 shares; 2026Q2: 523 shares 523 $157K 0.03% +1 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; 2024Q3: restricted; 2024Q4: 2,085 shares; 2025Q1: 606 shares; 2025Q2: 797 shares; 2025Q3: 785 shares; 2025Q4: 723 shares; 2026Q1: 888 shares; 2026Q2: 868 shares 868 $157K 0.03% -20 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; 2024Q3: restricted; 2024Q4: 766 shares; 2025Q1: 712 shares; 2025Q2: 627 shares; 2025Q3: 622 shares; 2025Q4: 730 shares; 2026Q1: 832 shares; 2026Q2: 1,027 shares 1,027 $156K 0.03% +195 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; 2024Q3: restricted; 2024Q4: 112 shares; 2025Q1: 94 shares; 2025Q2: 651 shares; 2025Q3: 642 shares; 2025Q4: 478 shares; 2026Q1: 391 shares; 2026Q2: 391 shares 391 $155K 0.03% 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; 2024Q3: restricted; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 60 shares; 2025Q3: 61 shares; 2025Q4: 62 shares; 2026Q1: 57 shares; 2026Q2: 128 shares 128 $150K 0.03% +71 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; 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; 2026Q2: 3,497 shares 3,497 $148K 0.03% -318 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; 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; 2026Q2: 3,333 shares 3,333 $148K 0.03% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 235 shares; 2025Q3: 227 shares; 2025Q4: 218 shares; 2026Q1: 281 shares; 2026Q2: 284 shares 284 $147K 0.03% +3 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; 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; 2026Q2: 1,377 shares 1,377 $147K 0.03% -29 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; 2024Q3: restricted; 2024Q4: 672 shares; 2025Q1: 672 shares; 2025Q2: 573 shares; 2025Q3: 580 shares; 2025Q4: 693 shares; 2026Q1: 759 shares; 2026Q2: 1,841 shares 1,841 $142K 0.03% +1,082 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 844 shares; 2025Q1: 828 shares; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 845 shares; 2026Q1: 142 shares; 2026Q2: 147 shares 147 $141K 0.03% +5 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 671 shares; 2025Q1: 576 shares; 2025Q2: 749 shares; 2025Q3: 732 shares; 2025Q4: 734 shares; 2026Q1: 651 shares; 2026Q2: 674 shares 674 $141K 0.03% +23 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,349 shares 1,349 $140K 0.03% -37 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; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 102 shares; 2025Q3: 112 shares; 2025Q4: 116 shares; 2026Q1: 230 shares; 2026Q2: 415 shares 415 $139K 0.03% +185 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,187 shares; 2025Q1: 523 shares; 2025Q2: 62 shares; 2025Q3: 60 shares; 2025Q4: 55 shares; 2026Q1: 221 shares; 2026Q2: 219 shares 219 $139K 0.03% -2 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; 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; 2026Q2: 1,676 shares 1,676 $139K 0.03% +37 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; 2024Q3: restricted; 2024Q4: 446 shares; 2025Q1: 365 shares; 2025Q2: 358 shares; 2025Q3: 369 shares; 2025Q4: 510 shares; 2026Q1: 406 shares; 2026Q2: 905 shares 905 $132K 0.03% +499 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $129K 0.03% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 137 shares; 2025Q1: 125 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 295 shares; 2026Q1: 552 shares; 2026Q2: 2,867 shares 2,867 $129K 0.03% +2,315 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44 shares; 2025Q3: 49 shares; 2025Q4: 50 shares; 2026Q1: 99 shares; 2026Q2: 134 shares 134 $129K 0.03% +35 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; 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; 2026Q2: 1,000 shares 1,000 $128K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 659 shares; 2025Q1: 380 shares; 2025Q2: 319 shares; 2025Q3: 331 shares; 2025Q4: 334 shares; 2026Q1: 464 shares; 2026Q2: 1,325 shares 1,325 $124K 0.02% +861 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; 2024Q3: restricted; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 133 shares; 2026Q1: 101 shares; 2026Q2: 248 shares 248 $122K 0.02% +147 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158 shares; 2025Q3: 174 shares; 2025Q4: 134 shares; 2026Q1: 395 shares; 2026Q2: 1,714 shares 1,714 $114K 0.02% +1,319 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; 2024Q3: restricted; 2024Q4: 252 shares; 2025Q1: 234 shares; 2025Q2: 333 shares; 2025Q3: 331 shares; 2025Q4: 301 shares; 2026Q1: 426 shares; 2026Q2: 406 shares 406 $110K 0.02% -20 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 203 shares; 2025Q3: 208 shares; 2025Q4: 201 shares; 2026Q1: 268 shares; 2026Q2: 753 shares 753 $110K 0.02% +485 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; 2024Q3: restricted; 2024Q4: 2,976 shares; 2025Q1: 1,152 shares; 2025Q2: 956 shares; 2025Q3: 929 shares; 2025Q4: 766 shares; 2026Q1: 1,328 shares; 2026Q2: 1,353 shares 1,353 $110K 0.02% +25 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; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 59 shares; 2026Q1: 101 shares; 2026Q2: 329 shares 329 $109K 0.02% +228 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; 2024Q3: restricted; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 814 shares; 2025Q3: 818 shares; 2025Q4: 1,316 shares; 2026Q1: 1,425 shares; 2026Q2: 925 shares 925 $108K 0.02% -500 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; 2024Q3: restricted; 2024Q4: 118 shares; 2025Q1: 72 shares; 2025Q2: 103 shares; 2025Q3: 105 shares; 2025Q4: 412 shares; 2026Q1: 329 shares; 2026Q2: 316 shares 316 $108K 0.02% -13 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 621 shares 621 $106K 0.02% new 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; 2024Q3: restricted; 2024Q4: 204 shares; 2025Q1: 165 shares; 2025Q2: 141 shares; 2025Q3: 142 shares; 2025Q4: 148 shares; 2026Q1: 108 shares; 2026Q2: 108 shares 108 $106K 0.02% 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; 2024Q3: restricted; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 390 shares; 2025Q3: 386 shares; 2025Q4: 248 shares; 2026Q1: 338 shares; 2026Q2: 351 shares 351 $105K 0.02% +13 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; 2024Q3: restricted; 2024Q4: 660 shares; 2025Q1: 236 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 569 shares; 2026Q1: 418 shares; 2026Q2: 419 shares 419 $104K 0.02% +1 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; 2024Q3: restricted; 2024Q4: 891 shares; 2025Q1: 678 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 622 shares; 2026Q1: 674 shares; 2026Q2: 691 shares 691 $99.9K 0.02% +17 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; 2024Q3: restricted; 2024Q4: 2,128 shares; 2025Q1: 1,328 shares; 2025Q2: 530 shares; 2025Q3: 529 shares; 2025Q4: 527 shares; 2026Q1: 327 shares; 2026Q2: 587 shares 587 $99.7K 0.02% +260 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; 2024Q3: restricted; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 722 shares; 2026Q2: 1,079 shares 1,079 $99.6K 0.02% +357 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; 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; 2026Q2: 2,606 shares 2,606 $98.9K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 361 shares; 2025Q3: 360 shares; 2025Q4: 306 shares; 2026Q1: 339 shares; 2026Q2: 356 shares 356 $98.1K 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; 2024Q3: restricted; 2024Q4: 4,497 shares; 2025Q1: 897 shares; 2025Q2: 941 shares; 2025Q3: 943 shares; 2025Q4: 1,163 shares; 2026Q1: 808 shares; 2026Q2: 802 shares 802 $94.4K 0.02% -6 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,110 shares; 2025Q1: 887 shares; 2025Q2: 802 shares; 2025Q3: 805 shares; 2025Q4: 809 shares; 2026Q1: 1,401 shares; 2026Q2: 1,968 shares 1,968 $93.5K 0.02% +567 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 121 shares; 2025Q3: 124 shares; 2025Q4: 130 shares; 2026Q1: 232 shares; 2026Q2: 235 shares 235 $92.7K 0.02% +3 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; 2024Q3: restricted; 2024Q4: 310 shares; 2025Q1: 282 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 223 shares; 2026Q1: 262 shares; 2026Q2: 261 shares 261 $92.5K 0.02% -1 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,036 shares; 2025Q1: 940 shares; 2025Q2: 910 shares; 2025Q3: 927 shares; 2025Q4: 961 shares; 2026Q1: 483 shares; 2026Q2: 619 shares 619 $90.7K 0.02% +136 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 120 shares; 2026Q2: 127 shares 127 $90.6K 0.02% +7 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 1,730 shares; 2025Q3: 1,688 shares; 2025Q4: 1,615 shares; 2026Q1: 1,836 shares; 2026Q2: 1,818 shares 1,818 $87.3K 0.02% -18 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; 2024Q3: restricted; 2024Q4: 922 shares; 2025Q1: 509 shares; 2025Q2: 473 shares; 2025Q3: 474 shares; 2025Q4: 404 shares; 2026Q1: 607 shares; 2026Q2: 690 shares 690 $87.2K 0.02% +83 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; 2024Q3: restricted; 2024Q4: 668 shares; 2025Q1: 646 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 718 shares; 2026Q1: 184 shares; 2026Q2: 254 shares 254 $85.9K 0.02% +70 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; 2024Q3: restricted; 2024Q4: 221 shares; 2025Q1: 218 shares; 2025Q2: 164 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 247 shares; 2026Q2: 331 shares 331 $84.6K 0.02% +84 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122 shares; 2025Q3: 707 shares; 2025Q4: 740 shares; 2026Q1: 351 shares; 2026Q2: 978 shares 978 $84.3K 0.02% +627 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; 2024Q3: restricted; 2024Q4: 969 shares; 2025Q1: 956 shares; 2025Q2: 1,020 shares; 2025Q3: 1,016 shares; 2025Q4: 1,001 shares; 2026Q1: 149 shares; 2026Q2: 164 shares 164 $83.6K 0.02% +15 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; 2024Q3: restricted; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 141 shares; 2025Q3: 145 shares; 2025Q4: 141 shares; 2026Q1: 238 shares; 2026Q2: 253 shares 253 $83.5K 0.02% +15 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; 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; 2026Q2: 2,000 shares 2,000 $83.5K 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; 2024Q3: restricted; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 155 shares; 2026Q1: 176 shares; 2026Q2: 180 shares 180 $82.6K 0.02% +4 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; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 70 shares; 2025Q3: 72 shares; 2025Q4: 75 shares; 2026Q1: 113 shares; 2026Q2: 500 shares 500 $82.4K 0.02% +387 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79 shares; 2025Q3: 87 shares; 2025Q4: 89 shares; 2026Q1: 114 shares; 2026Q2: 184 shares 184 $81.8K 0.02% +70 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; 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; 2026Q2: 1,257 shares 1,257 $81.4K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 1,815 shares; 2025Q3: 1,816 shares; 2025Q4: 1,817 shares; 2026Q1: 1,921 shares; 2026Q2: 1,924 shares 1,924 $79.4K 0.02% +3 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 57 shares; 2025Q3: 49 shares; 2025Q4: 54 shares; 2026Q1: 116 shares; 2026Q2: 253 shares 253 $79.2K 0.02% +137 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; 2024Q3: restricted; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 132 shares; 2025Q3: 159 shares; 2025Q4: 181 shares; 2026Q1: 255 shares; 2026Q2: 265 shares 265 $78.9K 0.02% +10 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; 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; 2026Q2: 1,611 shares 1,611 $78.4K 0.02% -3 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,081 shares; 2025Q1: 1,081 shares; 2025Q2: 988 shares; 2025Q3: 999 shares; 2025Q4: 992 shares; 2026Q1: 1,464 shares; 2026Q2: 1,398 shares 1,398 $77.6K 0.02% -66 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 49 shares; 2026Q1: 104 shares; 2026Q2: 254 shares 254 $76.9K 0.01% +150 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; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 160 shares; 2025Q3: 161 shares; 2025Q4: 160 shares; 2026Q1: 195 shares; 2026Q2: 185 shares 185 $76.8K 0.01% -10 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 490 shares 490 $76.6K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 221 shares; 2026Q2: 737 shares 737 $75.4K 0.01% +516 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; 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; 2026Q2: 5,405 shares 5,405 $75.1K 0.01% +118 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 392 shares; 2025Q3: 396 shares; 2025Q4: 394 shares; 2026Q1: 483 shares; 2026Q2: 463 shares 463 $73.4K 0.01% -20 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,956 shares; 2025Q1: 1,915 shares; 2025Q2: 1,774 shares; 2025Q3: 1,772 shares; 2025Q4: 1,774 shares; 2026Q1: 79 shares; 2026Q2: 378 shares 378 $73K 0.01% +299 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 414 shares; 2025Q1: 404 shares; 2025Q2: 380 shares; 2025Q3: 385 shares; 2025Q4: 381 shares; 2026Q1: 398 shares; 2026Q2: 406 shares 406 $73K 0.01% +8 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; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 903 shares; 2026Q1: 903 shares; 2026Q2: 903 shares 903 $73K 0.01% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 57 shares; 2026Q1: 101 shares; 2026Q2: 641 shares 641 $72.7K 0.01% +540 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 255 shares; 2025Q3: 254 shares; 2025Q4: 252 shares; 2026Q1: 92 shares; 2026Q2: 96 shares 96 $72.5K 0.01% +4 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; 2024Q3: restricted; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 205 shares; 2025Q3: 219 shares; 2025Q4: 224 shares; 2026Q1: 308 shares; 2026Q2: 530 shares 530 $72.1K 0.01% +222 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; 2024Q3: restricted; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 532 shares; 2025Q3: 527 shares; 2025Q4: 540 shares; 2026Q1: 607 shares; 2026Q2: 646 shares 646 $71.5K 0.01% +39 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; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 387 shares; 2025Q2: 329 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 372 shares; 2026Q2: 373 shares 373 $71K 0.01% +1 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 554 shares; 2025Q1: 501 shares; 2025Q2: 477 shares; 2025Q3: 477 shares; 2025Q4: 477 shares; 2026Q1: 477 shares; 2026Q2: 452 shares 452 $69.7K 0.01% -25 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 131 shares; 2025Q3: 9 shares; 2025Q4: 163 shares; 2026Q1: 13 shares; 2026Q2: 1,084 shares 1,084 $69.6K 0.01% +1,071 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; 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; 2026Q2: 1,205 shares 1,205 $69.4K 0.01% +542 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; 2024Q3: restricted; 2024Q4: 366 shares; 2025Q1: 260 shares; 2025Q2: 261 shares; 2025Q3: 267 shares; 2025Q4: 272 shares; 2026Q1: 368 shares; 2026Q2: 719 shares 719 $69.1K 0.01% +351 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 703 shares; 2025Q3: 703 shares; 2025Q4: 703 shares; 2026Q1: 703 shares; 2026Q2: 703 shares 703 $69.1K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 17 shares; 2025Q4: 16 shares; 2026Q1: 38 shares; 2026Q2: 83 shares 83 $68.9K 0.01% +45 Timeline KEEL KEEL INFRASTRUCTURE CORP More: the full row for KEEL INFRASTRUCTURE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,905 shares 11,905 $68.3K 0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares; 2026Q2: 300 shares 300 $68.1K 0.01% +8 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 32 shares; 2026Q1: 69 shares; 2026Q2: 315 shares 315 $68.1K 0.01% +246 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; 2024Q3: restricted; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 74 shares; 2026Q1: 143 shares; 2026Q2: 284 shares 284 $67.4K 0.01% +141 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 34 shares; 2025Q4: 24 shares; 2026Q1: 71 shares; 2026Q2: 162 shares 162 $67.4K 0.01% +91 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 782 shares; 2025Q1: 782 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 801 shares; 2026Q1: 130 shares; 2026Q2: 131 shares 131 $66.7K 0.01% +1 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 27 shares; 2025Q3: 30 shares; 2025Q4: 20 shares; 2026Q1: 188 shares; 2026Q2: 1,011 shares 1,011 $66.5K 0.01% +823 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; 2024Q3: restricted; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 102 shares; 2025Q3: 103 shares; 2025Q4: 104 shares; 2026Q1: 114 shares; 2026Q2: 115 shares 115 $66.3K 0.01% +1 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,544 shares; 2025Q3: 3,544 shares; 2025Q4: 3,544 shares; 2026Q1: 3,544 shares; 2026Q2: 3,544 shares 3,544 $66.2K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 100 shares; 2025Q3: 98 shares; 2025Q4: 92 shares; 2026Q1: 139 shares; 2026Q2: 294 shares 294 $65.9K 0.01% +155 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118 shares; 2025Q3: 311 shares; 2025Q4: 347 shares; 2026Q1: 97 shares; 2026Q2: 2,916 shares 2,916 $64.9K 0.01% +2,819 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; 2024Q3: restricted; 2024Q4: 83 shares; 2025Q1: 63 shares; 2025Q2: 67 shares; 2025Q3: 69 shares; 2025Q4: 65 shares; 2026Q1: 77 shares; 2026Q2: 85 shares 85 $64.9K 0.01% +8 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; 2024Q3: restricted; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 110 shares; 2025Q3: 129 shares; 2025Q4: 185 shares; 2026Q1: 393 shares; 2026Q2: 1,560 shares 1,560 $64.5K 0.01% +1,167 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; 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; 2026Q2: 128 shares 128 $64.2K 0.01% -10 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; 2024Q3: restricted; 2024Q4: 1,837 shares; 2025Q1: 1,244 shares; 2025Q2: 414 shares; 2025Q3: 382 shares; 2025Q4: 396 shares; 2026Q1: 434 shares; 2026Q2: 290 shares 290 $63.9K 0.01% -144 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; 2024Q3: restricted; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 883 shares; 2026Q1: 883 shares; 2026Q2: 885 shares 885 $63.6K 0.01% +2 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; 2024Q3: restricted; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 248 shares; 2026Q1: 255 shares; 2026Q2: 396 shares 396 $63.5K 0.01% +141 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; 2024Q3: restricted; 2024Q4: 770 shares; 2025Q1: 180 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 291 shares; 2026Q1: 473 shares; 2026Q2: 1,272 shares 1,272 $63.4K 0.01% +799 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; 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; 2026Q2: 3,631 shares 3,631 $63K 0.01% +107 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 275 shares; 2025Q3: 288 shares; 2025Q4: 293 shares; 2026Q1: 385 shares; 2026Q2: 523 shares 523 $62.8K 0.01% +138 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 120 shares; 2026Q1: 138 shares; 2026Q2: 241 shares 241 $62.7K 0.01% +103 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 229 shares; 2025Q3: 234 shares; 2025Q4: 252 shares; 2026Q1: 486 shares; 2026Q2: 671 shares 671 $62.7K 0.01% +185 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 171 shares; 2025Q3: 174 shares; 2025Q4: 221 shares; 2026Q1: 230 shares; 2026Q2: 224 shares 224 $62.4K 0.01% -6 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 625 shares; 2025Q1: 456 shares; 2025Q2: 627 shares; 2025Q3: 607 shares; 2025Q4: 610 shares; 2026Q1: 739 shares; 2026Q2: 733 shares 733 $62K 0.01% -6 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 245 shares; 2026Q2: 432 shares 432 $61.6K 0.01% +187 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; 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; 2026Q2: 872 shares 872 $61.5K 0.01% -47 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; 2024Q3: restricted; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 241 shares; 2025Q3: 242 shares; 2025Q4: 211 shares; 2026Q1: 488 shares; 2026Q2: 975 shares 975 $61.3K 0.01% +487 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,322 shares; 2025Q1: 1,080 shares; 2025Q2: 77 shares; 2025Q3: 74 shares; 2025Q4: 43 shares; 2026Q1: 269 shares; 2026Q2: 469 shares 469 $61.3K 0.01% +200 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; 2024Q3: restricted; 2024Q4: 1,856 shares; 2025Q1: 1,856 shares; 2025Q2: 1,657 shares; 2025Q3: 1,673 shares; 2025Q4: 804 shares; 2026Q1: 998 shares; 2026Q2: 1,056 shares 1,056 $61.1K 0.01% +58 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; 2024Q3: restricted; 2024Q4: 608 shares; 2025Q1: 546 shares; 2025Q2: 531 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $59.6K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 86 shares; 2025Q3: 85 shares; 2025Q4: 84 shares; 2026Q1: 112 shares; 2026Q2: 232 shares 232 $59.4K 0.01% +120 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 138 shares; 2025Q3: 140 shares; 2025Q4: 61 shares; 2026Q1: 116 shares; 2026Q2: 115 shares 115 $59.3K 0.01% -1 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; 2024Q3: restricted; 2024Q4: 288 shares; 2025Q1: 212 shares; 2025Q2: 712 shares; 2025Q3: 720 shares; 2025Q4: 631 shares; 2026Q1: 673 shares; 2026Q2: 678 shares 678 $59K 0.01% +5 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; 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; 2026Q2: 548 shares 548 $58.9K 0.01% +299 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,047 shares; 2025Q1: 352 shares; 2025Q2: 286 shares; 2025Q3: 290 shares; 2025Q4: 318 shares; 2026Q1: 510 shares; 2026Q2: 429 shares 429 $58.1K 0.01% -81 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 104 shares; 2025Q3: 58 shares; 2025Q4: 140 shares; 2026Q1: 226 shares; 2026Q2: 778 shares 778 $57.9K 0.01% +552 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; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 42 shares; 2026Q1: 60 shares; 2026Q2: 51 shares 51 $57.8K 0.01% -9 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; 2024Q3: restricted; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 212 shares; 2026Q1: 251 shares; 2026Q2: 241 shares 241 $57.3K 0.01% -10 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,389 shares 1,389 $57K 0.01% +825 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67 shares; 2025Q3: 76 shares; 2025Q4: 80 shares; 2026Q1: 87 shares; 2026Q2: 321 shares 321 $56.4K 0.01% +234 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; 2024Q3: restricted; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 268 shares; 2025Q3: 266 shares; 2025Q4: 259 shares; 2026Q1: 261 shares; 2026Q2: 263 shares 263 $56K 0.01% +2 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; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $55.7K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 150 shares; 2025Q3: 144 shares; 2025Q4: 145 shares; 2026Q1: 214 shares; 2026Q2: 234 shares 234 $55.7K 0.01% +20 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 115 shares; 2026Q1: 147 shares; 2026Q2: 226 shares 226 $55.4K 0.01% +79 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; 2024Q3: restricted; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 276 shares; 2026Q1: 228 shares; 2026Q2: 274 shares 274 $55K 0.01% +46 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; 2024Q3: restricted; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 221 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 296 shares; 2026Q2: 292 shares 292 $54.7K 0.01% -4 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139 shares; 2025Q3: 153 shares; 2025Q4: 136 shares; 2026Q1: 329 shares; 2026Q2: 333 shares 333 $54K 0.01% +4 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 68 shares; 2025Q1: 51 shares; 2025Q2: 30 shares; 2025Q3: 39 shares; 2025Q4: 46 shares; 2026Q1: 109 shares; 2026Q2: 110 shares 110 $53.2K 0.01% +1 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; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $53.1K 0.01% 0 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 62 shares; 2025Q3: 63 shares; 2025Q4: 62 shares; 2026Q1: 92 shares; 2026Q2: 243 shares 243 $51.9K 0.01% +151 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; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 54 shares; 2025Q3: 55 shares; 2025Q4: 57 shares; 2026Q1: 109 shares; 2026Q2: 223 shares 223 $51.2K 0.01% +114 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; 2024Q3: restricted; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 71 shares; 2026Q1: 73 shares; 2026Q2: 71 shares 71 $51.1K 0.01% -2 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; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 39 shares; 2025Q3: 42 shares; 2025Q4: 39 shares; 2026Q1: 78 shares; 2026Q2: 146 shares 146 $51.1K 0.01% +68 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; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 124 shares; 2025Q3: 126 shares; 2025Q4: 128 shares; 2026Q1: 199 shares; 2026Q2: 190 shares 190 $51.1K 0.01% -9 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 40 shares; 2025Q4: 43 shares; 2026Q1: 100 shares; 2026Q2: 104 shares 104 $51K 0.01% +4 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 15 shares; 2025Q4: 14 shares; 2026Q1: 34 shares; 2026Q2: 127 shares 127 $51K 0.01% +93 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 22 shares; 2025Q4: 12 shares; 2026Q1: 40 shares; 2026Q2: 202 shares 202 $50.8K 0.01% +162 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 214 shares; 2026Q1: 308 shares; 2026Q2: 300 shares 300 $50.7K 0.01% -8 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; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 30 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 32 shares; 2026Q2: 38 shares 38 $50.6K 0.01% +6 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; 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; 2026Q2: 1,561 shares 1,561 $49.9K 0.01% -68 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; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 113 shares; 2025Q3: 106 shares; 2025Q4: 110 shares; 2026Q1: 213 shares; 2026Q2: 234 shares 234 $49.8K 0.01% +21 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; 2024Q3: restricted; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 606 shares; 2025Q3: 603 shares; 2025Q4: 569 shares; 2026Q1: 694 shares; 2026Q2: 668 shares 668 $49.8K 0.01% -26 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; 2024Q3: restricted; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 80 shares; 2025Q3: 76 shares; 2025Q4: 282 shares; 2026Q1: 254 shares; 2026Q2: 199 shares 199 $49.7K 0.01% -55 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 15 shares; 2025Q4: 17 shares; 2026Q1: 27 shares; 2026Q2: 183 shares 183 $49.7K 0.01% +156 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 297 shares; 2025Q1: 194 shares; 2025Q2: 219 shares; 2025Q3: 222 shares; 2025Q4: 2,404 shares; 2026Q1: 1,439 shares; 2026Q2: 686 shares 686 $49K 0.01% -753 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; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 920 shares 920 $48.9K 0.01% +520 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 201 shares; 2025Q3: 222 shares; 2025Q4: 298 shares; 2026Q1: 493 shares; 2026Q2: 470 shares 470 $48.6K 0.01% -23 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 954 shares; 2025Q4: 974 shares; 2026Q1: 974 shares; 2026Q2: 988 shares 988 $48.5K 0.01% +14 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 498 shares; 2025Q1: 498 shares; 2025Q2: 931 shares; 2025Q3: 942 shares; 2025Q4: 958 shares; 2026Q1: 1,080 shares; 2026Q2: 1,489 shares 1,489 $48.5K 0.01% +409 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $48.5K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 230 shares; 2025Q3: 256 shares; 2025Q4: 274 shares; 2026Q1: 404 shares; 2026Q2: 478 shares 478 $47.9K 0.01% +74 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; 2024Q3: restricted; 2024Q4: 320 shares; 2025Q1: 317 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 266 shares; 2026Q1: 126 shares; 2026Q2: 129 shares 129 $47.8K 0.01% +3 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 16 shares; 2025Q4: 39 shares; 2026Q1: 56 shares; 2026Q2: 63 shares 63 $47.7K 0.01% +7 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 631 shares; 2025Q3: 665 shares; 2025Q4: 694 shares; 2026Q1: 975 shares; 2026Q2: 1,404 shares 1,404 $47.7K 0.01% +429 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; 2024Q3: restricted; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 140 shares; 2026Q1: 132 shares; 2026Q2: 183 shares 183 $47.7K 0.01% +51 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; 2024Q3: restricted; 2024Q4: 1,299 shares; 2025Q1: 134 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 91 shares; 2026Q1: 162 shares; 2026Q2: 346 shares 346 $47.3K 0.01% +184 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 876 shares; 2025Q1: 876 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 465 shares; 2026Q1: 1,008 shares; 2026Q2: 2,964 shares 2,964 $47.1K 0.01% +1,956 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 36 shares; 2026Q2: 103 shares 103 $46.5K 0.01% +67 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; 2024Q3: restricted; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 368 shares; 2025Q3: 369 shares; 2025Q4: 293 shares; 2026Q1: 343 shares; 2026Q2: 648 shares 648 $46.4K 0.01% +305 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 282 shares 282 $46.3K 0.01% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 339 shares; 2026Q1: 413 shares; 2026Q2: 403 shares 403 $45.6K 0.01% -10 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,343 shares; 2025Q1: 8,343 shares; 2025Q2: 8,167 shares; 2025Q3: 8,167 shares; 2025Q4: 8,167 shares; 2026Q1: 894 shares; 2026Q2: 4,528 shares 4,528 $45.4K 0.01% +3,634 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $45.3K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 128 shares; 2025Q3: 123 shares; 2025Q4: 127 shares; 2026Q1: 208 shares; 2026Q2: 200 shares 200 $44.6K 0.01% -8 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; 2024Q3: restricted; 2024Q4: 187 shares; 2025Q1: 170 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 227 shares; 2026Q1: 352 shares; 2026Q2: 335 shares 335 $43.5K 0.01% -17 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 57 shares; 2025Q3: 73 shares; 2025Q4: 67 shares; 2026Q1: 59 shares; 2026Q2: 161 shares 161 $43.4K 0.01% +102 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 74 shares; 2026Q1: 103 shares; 2026Q2: 269 shares 269 $43K 0.01% +166 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 26 shares; 2025Q4: 21 shares; 2026Q1: 51 shares; 2026Q2: 216 shares 216 $42.7K 0.01% +165 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 77 shares; 2025Q3: 78 shares; 2025Q4: 80 shares; 2026Q1: 106 shares; 2026Q2: 100 shares 100 $42.5K 0.01% -6 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,390 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 1,550 shares 1,550 $42.5K 0.01% +1,060 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; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 52 shares; 2025Q3: 51 shares; 2025Q4: 62 shares; 2026Q1: 91 shares; 2026Q2: 212 shares 212 $42.3K 0.01% +121 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; 2024Q3: restricted; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 30 shares; 2025Q3: 31 shares; 2025Q4: 30 shares; 2026Q1: 35 shares; 2026Q2: 80 shares 80 $42.1K 0.01% +45 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; 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; 2026Q2: 1,035 shares 1,035 $41.9K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 309 shares; 2025Q3: 71 shares; 2025Q4: 79 shares; 2026Q1: 87 shares; 2026Q2: 108 shares 108 $41.8K 0.01% +21 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 65 shares; 2025Q3: 66 shares; 2025Q4: 69 shares; 2026Q1: 40 shares; 2026Q2: 124 shares 124 $41.7K 0.01% +84 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 583 shares; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: 184 shares; 2026Q2: 190 shares 190 $41.5K 0.01% +6 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; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $41.5K 0.01% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 40 shares; 2025Q4: 30 shares; 2026Q1: 88 shares; 2026Q2: 590 shares 590 $41.3K 0.01% +502 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; 2024Q3: restricted; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 137 shares; 2026Q2: 129 shares 129 $41K 0.01% -8 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; 2024Q3: restricted; 2024Q4: 485 shares; 2025Q1: 259 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 108 shares; 2026Q1: 911 shares; 2026Q2: 723 shares 723 $40.8K 0.01% -188 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 441 shares; 2025Q4: 247 shares; 2026Q1: 247 shares; 2026Q2: 247 shares 247 $40.4K 0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 406 shares; 2025Q1: 246 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 113 shares; 2026Q1: 166 shares; 2026Q2: 164 shares 164 $40.4K 0.01% -2 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 36 shares; 2025Q3: 38 shares; 2025Q4: 27 shares; 2026Q1: 81 shares; 2026Q2: 487 shares 487 $40.2K 0.01% +406 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; 2024Q3: restricted; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 150 shares; 2026Q1: 109 shares; 2026Q2: 109 shares 109 $40.2K 0.01% 0 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; 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; 2026Q2: 1,418 shares 1,418 $40.1K 0.01% -26 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 210 shares; 2025Q3: 216 shares; 2025Q4: 220 shares; 2026Q1: 358 shares; 2026Q2: 358 shares 358 $40K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 769 shares; 2025Q3: 765 shares; 2025Q4: 327 shares; 2026Q1: 330 shares; 2026Q2: 1,172 shares 1,172 $39.8K 0.01% +842 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 85 shares; 2025Q3: 84 shares; 2025Q4: 39 shares; 2026Q1: 126 shares; 2026Q2: 723 shares 723 $39.7K 0.01% +597 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; 2024Q3: restricted; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 88 shares; 2026Q1: 71 shares; 2026Q2: 80 shares 80 $39.6K 0.01% +9 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 94 shares; 2025Q3: 95 shares; 2025Q4: 750 shares; 2026Q1: 139 shares; 2026Q2: 398 shares 398 $39.5K 0.01% +259 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; 2024Q3: restricted; 2024Q4: 795 shares; 2025Q1: 578 shares; 2025Q2: 454 shares; 2025Q3: 463 shares; 2025Q4: 1,122 shares; 2026Q1: 650 shares; 2026Q2: 547 shares 547 $39.5K 0.01% -103 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86 shares; 2025Q3: 106 shares; 2025Q4: 145 shares; 2026Q1: 176 shares; 2026Q2: 324 shares 324 $39.2K 0.01% +148 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 197 shares; 2025Q2: 109 shares; 2025Q3: 113 shares; 2025Q4: 98 shares; 2026Q1: 107 shares; 2026Q2: 398 shares 398 $39.1K 0.01% +291 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; 2024Q3: restricted; 2024Q4: 399 shares; 2025Q1: 399 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $38.9K 0.01% 0 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; 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; 2026Q2: 403 shares 403 $38.8K 0.01% +8 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; 2024Q3: restricted; 2024Q4: 481 shares; 2025Q1: 422 shares; 2025Q2: 3,324 shares; 2025Q3: 3,327 shares; 2025Q4: 3,316 shares; 2026Q1: 3,182 shares; 2026Q2: 894 shares 894 $38.2K 0.01% -2,288 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; 2024Q3: restricted; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 128 shares; 2025Q3: 126 shares; 2025Q4: 125 shares; 2026Q1: 168 shares; 2026Q2: 160 shares 160 $38.1K 0.01% -8 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; 2024Q3: restricted; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 186 shares; 2026Q1: 186 shares; 2026Q2: 161 shares 161 $38.1K 0.01% -25 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61 shares; 2025Q3: 62 shares; 2025Q4: 58 shares; 2026Q1: 60 shares; 2026Q2: 111 shares 111 $37.9K 0.01% +51 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; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 184 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 162 shares; 2026Q1: 204 shares; 2026Q2: 110 shares 110 $37.9K 0.01% -94 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 139 shares; 2025Q3: 143 shares; 2025Q4: 114 shares; 2026Q1: 91 shares; 2026Q2: 168 shares 168 $37.4K 0.01% +77 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; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 14 shares; 2026Q1: 20 shares; 2026Q2: 27 shares 27 $37.3K 0.01% +7 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 49 shares; 2025Q3: 51 shares; 2025Q4: 54 shares; 2026Q1: 56 shares; 2026Q2: 82 shares 82 $37.1K 0.01% +26 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 97 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 85 shares; 2026Q1: 183 shares; 2026Q2: 395 shares 395 $36.6K 0.01% +212 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; 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; 2026Q2: 1,810 shares 1,810 $36.3K 0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 45 shares; 2025Q4: 36 shares; 2026Q1: 93 shares; 2026Q2: 94 shares 94 $36.2K 0.01% +1 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78 shares; 2025Q3: 61 shares; 2025Q4: 67 shares; 2026Q1: 135 shares; 2026Q2: 419 shares 419 $36.2K 0.01% +284 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 15 shares; 2025Q4: 8 shares; 2026Q1: 38 shares; 2026Q2: 270 shares 270 $36.1K 0.01% +232 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 38 shares; 2026Q2: 43 shares 43 $36.1K 0.01% +5 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; 2024Q3: restricted; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 54 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 75 shares; 2026Q2: 72 shares 72 $35.8K 0.01% -3 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; 2024Q3: restricted; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 97 shares; 2025Q3: 100 shares; 2025Q4: 87 shares; 2026Q1: 137 shares; 2026Q2: 131 shares 131 $35.4K 0.01% -6 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; 2024Q3: restricted; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 205 shares; 2026Q1: 277 shares; 2026Q2: 211 shares 211 $35.4K 0.01% -66 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 406 shares; 2025Q1: 239 shares; 2025Q2: 202 shares; 2025Q3: 197 shares; 2025Q4: 197 shares; 2026Q1: 197 shares; 2026Q2: 261 shares 261 $35.4K 0.01% +64 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 37 shares; 2026Q2: 41 shares 41 $35.2K 0.01% +4 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; 2024Q3: restricted; 2024Q4: 467 shares; 2025Q1: 318 shares; 2025Q2: 407 shares; 2025Q3: 409 shares; 2025Q4: 332 shares; 2026Q1: 97 shares; 2026Q2: 156 shares 156 $34.9K 0.01% +59 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 495 shares; 2025Q1: 490 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 450 shares 450 $34.9K 0.01% -500 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 35 shares; 2026Q1: 36 shares; 2026Q2: 509 shares 509 $34.8K 0.01% +473 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 39 shares; 2026Q1: 43 shares; 2026Q2: 44 shares 44 $34.8K 0.01% +1 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 43 shares; 2026Q2: 64 shares 64 $34.7K 0.01% +21 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 160 shares; 2025Q3: 162 shares; 2025Q4: 160 shares; 2026Q1: 280 shares; 2026Q2: 455 shares 455 $34.6K 0.01% +175 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; 2024Q3: restricted; 2024Q4: 310 shares; 2025Q1: 256 shares; 2025Q2: 160 shares; 2025Q3: 162 shares; 2025Q4: 160 shares; 2026Q1: 235 shares; 2026Q2: 240 shares 240 $34.4K 0.01% +5 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 158 shares 158 $34.2K 0.01% +34 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 143 shares; 2026Q2: 141 shares 141 $34.1K 0.01% -2 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 5 shares 5 $34.1K 0.01% +1 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 152 shares 152 $34K 0.01% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 78 shares; 2025Q3: 84 shares; 2025Q4: 79 shares; 2026Q1: 215 shares; 2026Q2: 512 shares 512 $34K 0.01% +297 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,186 shares 1,186 $33.9K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 317 shares; 2025Q1: 306 shares; 2025Q2: 293 shares; 2025Q3: 282 shares; 2025Q4: 270 shares; 2026Q1: 412 shares; 2026Q2: 397 shares 397 $33.6K 0.01% -15 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 152 shares 152 $33.6K 0.01% new Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,071 shares; 2026Q2: 4,071 shares 4,071 $33.5K 0.01% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 9 shares; 2025Q4: 10 shares; 2026Q1: 11 shares; 2026Q2: 63 shares 63 $33.4K 0.01% +52 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; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 7 shares; 2026Q2: 187 shares 187 $33.3K 0.01% +180 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; 2024Q3: restricted; 2024Q4: 510 shares; 2025Q1: 252 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 219 shares; 2026Q1: 288 shares; 2026Q2: 290 shares 290 $33.3K 0.01% +2 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; 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; 2026Q2: 1,050 shares 1,050 $33.3K 0.01% 0 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 28 shares; 2026Q2: 116 shares 116 $33.2K 0.01% +88 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; 2024Q3: restricted; 2024Q4: 654 shares; 2025Q1: 654 shares; 2025Q2: 568 shares; 2025Q3: 555 shares; 2025Q4: 552 shares; 2026Q1: 755 shares; 2026Q2: 748 shares 748 $32.9K 0.01% -7 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 180 shares; 2026Q2: 859 shares 859 $32.9K 0.01% +679 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; 2024Q3: restricted; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 527 shares; 2025Q3: 537 shares; 2025Q4: 521 shares; 2026Q1: 688 shares; 2026Q2: 944 shares 944 $32.9K 0.01% +256 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; 2024Q3: restricted; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 122 shares; 2026Q2: 122 shares 122 $32.7K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,125 shares; 2025Q1: 1,073 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 997 shares; 2026Q1: 178 shares; 2026Q2: 202 shares 202 $32.7K 0.01% +24 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; 2024Q3: restricted; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 161 shares; 2025Q3: 162 shares; 2025Q4: 158 shares; 2026Q1: 152 shares; 2026Q2: 153 shares 153 $32.5K 0.01% +1 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; 2024Q3: restricted; 2024Q4: 996 shares; 2025Q1: 595 shares; 2025Q2: 597 shares; 2025Q3: 589 shares; 2025Q4: 583 shares; 2026Q1: 548 shares; 2026Q2: 437 shares 437 $32.5K 0.01% -111 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 239 shares 239 $32.4K 0.01% new Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 15 shares; 2025Q4: 11 shares; 2026Q1: 38 shares; 2026Q2: 215 shares 215 $31.9K 0.01% +177 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; 2024Q3: restricted; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 171 shares; 2025Q3: 177 shares; 2025Q4: 173 shares; 2026Q1: 247 shares; 2026Q2: 232 shares 232 $31.8K 0.01% -15 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 59 shares; 2025Q3: 58 shares; 2025Q4: 56 shares; 2026Q1: 61 shares; 2026Q2: 84 shares 84 $31.5K 0.01% +23 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 146 shares; 2026Q2: 680 shares 680 $31.4K 0.01% +534 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; 2024Q3: restricted; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 64 shares; 2025Q3: 62 shares; 2025Q4: 61 shares; 2026Q1: 46 shares; 2026Q2: 80 shares 80 $31.2K 0.01% +34 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 187 shares; 2025Q3: 188 shares; 2025Q4: 182 shares; 2026Q1: 196 shares; 2026Q2: 203 shares 203 $31.2K 0.01% +7 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43 shares; 2025Q1: 37 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 33 shares; 2026Q1: 60 shares; 2026Q2: 128 shares 128 $30.8K 0.01% +68 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 132 shares; 2026Q1: 196 shares; 2026Q2: 196 shares 196 $30.8K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 192 shares; 2025Q3: 194 shares; 2025Q4: 186 shares; 2026Q1: 186 shares; 2026Q2: 187 shares 187 $30.7K 0.01% +1 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 105 shares; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 22 shares; 2025Q4: 17 shares; 2026Q1: 46 shares; 2026Q2: 227 shares 227 $30.4K 0.01% +181 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 15 shares; 2025Q3: 19 shares; 2025Q4: 24 shares; 2026Q1: 32 shares; 2026Q2: 403 shares 403 $30.4K 0.01% +371 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63 shares; 2025Q3: 72 shares; 2025Q4: 73 shares; 2026Q1: 102 shares; 2026Q2: 227 shares 227 $30.1K 0.01% +125 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 635 shares; 2025Q3: 619 shares; 2025Q4: 612 shares; 2026Q1: 690 shares; 2026Q2: 370 shares 370 $30.1K 0.01% -320 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 40 shares; 2025Q3: 41 shares; 2025Q4: 85 shares; 2026Q1: 94 shares; 2026Q2: 196 shares 196 $30.1K 0.01% +102 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 81 shares; 2026Q2: 168 shares 168 $30K 0.01% +87 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,243 shares 1,243 $29.9K 0.01% -148 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; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 51 shares; 2026Q1: 130 shares; 2026Q2: 125 shares 125 $29.9K 0.01% -5 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; 2024Q3: restricted; 2024Q4: 159 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 50 shares; 2026Q1: 59 shares; 2026Q2: 73 shares 73 $29.7K 0.01% +14 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; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 82 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 129 shares; 2026Q2: 147 shares 147 $29.6K 0.01% +18 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 15 shares; 2026Q1: 38 shares; 2026Q2: 48 shares 48 $29.6K 0.01% +10 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 39 shares; 2025Q4: 37 shares; 2026Q1: 108 shares; 2026Q2: 277 shares 277 $29.6K 0.01% +169 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; 2024Q3: restricted; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 112 shares; 2025Q3: 122 shares; 2025Q4: 54 shares; 2026Q1: 92 shares; 2026Q2: 105 shares 105 $29.5K 0.01% +13 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 447 shares; 2026Q1: 391 shares; 2026Q2: 978 shares 978 $29.4K 0.01% +587 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; 2024Q3: restricted; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 113 shares; 2025Q3: 111 shares; 2025Q4: 102 shares; 2026Q1: 147 shares; 2026Q2: 133 shares 133 $29.4K 0.01% -14 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; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 55 shares; 2025Q3: 59 shares; 2025Q4: 71 shares; 2026Q1: 190 shares; 2026Q2: 223 shares 223 $29.3K 0.01% +33 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 21 shares; 2025Q4: 20 shares; 2026Q1: 51 shares; 2026Q2: 174 shares 174 $29.3K 0.01% +123 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; 2024Q3: restricted; 2024Q4: 1,015 shares; 2025Q1: 315 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 290 shares; 2026Q1: 379 shares; 2026Q2: 365 shares 365 $29.3K 0.01% -14 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 149 shares; 2025Q1: 130 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 86 shares; 2026Q1: 115 shares; 2026Q2: 93 shares 93 $29.3K 0.01% -22 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39 shares; 2025Q1: 32 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $29.2K 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; 2024Q3: restricted; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 244 shares; 2025Q3: 220 shares; 2025Q4: 228 shares; 2026Q1: 299 shares; 2026Q2: 292 shares 292 $29K 0.01% -7 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 172 shares; 2026Q1: 256 shares; 2026Q2: 255 shares 255 $28.9K 0.01% -1 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 40 shares; 2026Q1: 78 shares; 2026Q2: 268 shares 268 $28.8K 0.01% +190 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 13 shares; 2026Q1: 22 shares; 2026Q2: 36 shares 36 $28.7K 0.01% +14 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; 2024Q3: restricted; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 218 shares; 2026Q1: 179 shares; 2026Q2: 213 shares 213 $28.7K 0.01% +34 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; 2024Q3: restricted; 2024Q4: 322 shares; 2025Q1: 309 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 428 shares; 2026Q1: 506 shares; 2026Q2: 233 shares 233 $28.7K 0.01% -273 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,647 shares 1,647 $28.7K 0.01% new 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; 2024Q3: restricted; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 396 shares; 2026Q1: 396 shares; 2026Q2: 396 shares 396 $28.6K 0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $28.4K 0.01% new 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; 2024Q3: restricted; 2024Q4: 157 shares; 2025Q1: 147 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 162 shares; 2026Q1: 263 shares; 2026Q2: 405 shares 405 $28.3K 0.01% +142 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; 2024Q3: restricted; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 167 shares; 2025Q3: 156 shares; 2025Q4: 188 shares; 2026Q1: 237 shares; 2026Q2: 291 shares 291 $28.2K 0.01% +54 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 86 shares; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 181 shares 181 $28.2K 0.01% new 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; 2024Q3: restricted; 2024Q4: 452 shares; 2025Q1: 178 shares; 2025Q2: 181 shares; 2025Q3: 179 shares; 2025Q4: 162 shares; 2026Q1: 157 shares; 2026Q2: 157 shares 157 $28.2K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 45 shares; 2025Q3: 37 shares; 2025Q4: 38 shares; 2026Q1: 90 shares; 2026Q2: 97 shares 97 $28.1K 0.01% +7 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; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 80 shares; 2026Q1: 111 shares; 2026Q2: 120 shares 120 $28K 0.01% +9 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 49 shares; 2025Q3: 27 shares; 2025Q4: 18 shares; 2026Q1: 125 shares; 2026Q2: 353 shares 353 $28K 0.01% +228 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 63 shares; 2025Q4: 50 shares; 2026Q1: 121 shares; 2026Q2: 1,061 shares 1,061 $28K 0.01% +940 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; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 69 shares; 2025Q3: 67 shares; 2025Q4: 56 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $27.9K 0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 125 shares; 2025Q3: 139 shares; 2025Q4: 162 shares; 2026Q1: 265 shares; 2026Q2: 259 shares 259 $27.7K 0.01% -6 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 14 shares; 2026Q1: 31 shares; 2026Q2: 236 shares 236 $27.7K 0.01% +205 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; 2024Q3: restricted; 2024Q4: 210 shares; 2025Q1: 113 shares; 2025Q2: 146 shares; 2025Q3: 136 shares; 2025Q4: 135 shares; 2026Q1: 187 shares; 2026Q2: 236 shares 236 $27.6K 0.01% +49 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; 2024Q3: restricted; 2024Q4: 127 shares; 2025Q1: 106 shares; 2025Q2: 160 shares; 2025Q3: 170 shares; 2025Q4: 168 shares; 2026Q1: 303 shares; 2026Q2: 301 shares 301 $27.5K 0.01% -2 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 26 shares; 2025Q4: 32 shares; 2026Q1: 73 shares; 2026Q2: 146 shares 146 $27.3K 0.01% +73 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; 2024Q3: restricted; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 123 shares; 2025Q3: 129 shares; 2025Q4: 59 shares; 2026Q1: 125 shares; 2026Q2: 126 shares 126 $27.3K 0.01% +1 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; 2024Q3: restricted; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 61 shares; 2025Q3: 59 shares; 2025Q4: 61 shares; 2026Q1: 87 shares; 2026Q2: 86 shares 86 $27.3K 0.01% -1 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,221 shares; 2025Q1: 2,207 shares; 2025Q2: 251 shares; 2025Q3: 261 shares; 2025Q4: 349 shares; 2026Q1: 584 shares; 2026Q2: 586 shares 586 $27.2K 0.01% +2 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 246 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 324 shares; 2026Q2: 324 shares 324 $27.2K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 23 shares; 2026Q1: 69 shares; 2026Q2: 86 shares 86 $27.1K 0.01% +17 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; 2024Q3: restricted; 2024Q4: 87 shares; 2025Q1: 68 shares; 2025Q2: 33 shares; 2025Q3: 41 shares; 2025Q4: 66 shares; 2026Q1: 105 shares; 2026Q2: 93 shares 93 $27K 0.01% -12 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; 2024Q3: restricted; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 57 shares; 2026Q1: 90 shares; 2026Q2: 113 shares 113 $26.9K 0.01% +23 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 42 shares; 2025Q3: 45 shares; 2025Q4: 48 shares; 2026Q1: 74 shares; 2026Q2: 81 shares 81 $26.9K 0.01% +7 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; 2024Q3: restricted; 2024Q4: 304 shares; 2025Q1: 426 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 405 shares; 2026Q1: 245 shares; 2026Q2: 248 shares 248 $26.7K 0.01% +3 Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 238 shares; 2026Q2: 238 shares 238 $26.7K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 124 shares; 2026Q2: 127 shares 127 $26.2K 0.01% +3 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,156 shares; 2025Q1: 2,156 shares; 2025Q2: 2,056 shares; 2025Q3: 1,983 shares; 2025Q4: 398 shares; 2026Q1: 339 shares; 2026Q2: 327 shares 327 $26.1K 0.01% -12 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 21 shares; 2026Q1: 44 shares; 2026Q2: 89 shares 89 $26.1K 0.01% +45 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 447 shares; 2025Q3: 458 shares; 2025Q4: 460 shares; 2026Q1: 756 shares; 2026Q2: 558 shares 558 $26K 0.01% -198 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; 2024Q3: restricted; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 145 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 155 shares; 2026Q2: 195 shares 195 $25.9K 0.01% +40 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64 shares; 2025Q3: 74 shares; 2025Q4: 37 shares; 2026Q1: 370 shares; 2026Q2: 356 shares 356 $25.8K 0.01% -14 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $25.6K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61 shares; 2025Q3: 65 shares; 2025Q4: 66 shares; 2026Q1: 140 shares; 2026Q2: 150 shares 150 $25.4K <0.01% +10 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; 2024Q3: restricted; 2024Q4: 502 shares; 2025Q1: 302 shares; 2025Q2: 202 shares; 2025Q3: 221 shares; 2025Q4: 168 shares; 2026Q1: 270 shares; 2026Q2: 276 shares 276 $25.3K <0.01% +6 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 899 shares; 2025Q1: 899 shares; 2025Q2: 491 shares; 2025Q3: 494 shares; 2025Q4: 463 shares; 2026Q1: 629 shares; 2026Q2: 879 shares 879 $25.2K <0.01% +250 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 113 shares; 2025Q3: 114 shares; 2025Q4: 112 shares; 2026Q1: 54 shares; 2026Q2: 67 shares 67 $25.1K <0.01% +13 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317 shares; 2026Q1: 149 shares; 2026Q2: 149 shares 149 $25.1K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 128 shares; 2026Q1: 157 shares; 2026Q2: 165 shares 165 $25.1K <0.01% +8 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; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 150 shares; 2025Q3: 155 shares; 2025Q4: 147 shares; 2026Q1: 285 shares; 2026Q2: 272 shares 272 $25K <0.01% -13 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 37 shares; 2025Q3: 36 shares; 2025Q4: 31 shares; 2026Q1: 38 shares; 2026Q2: 134 shares 134 $24.9K <0.01% +96 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 596 shares; 2025Q1: 596 shares; 2025Q2: 289 shares; 2025Q3: 233 shares; 2025Q4: 142 shares; 2026Q1: 457 shares; 2026Q2: 1,479 shares 1,479 $24.9K <0.01% +1,022 Timeline CHEF CHEFS WHSE INC More: the full row for CHEFS WHSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 256 shares; 2026Q2: 256 shares 256 $24.6K <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; 2024Q3: restricted; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 282 shares; 2025Q3: 285 shares; 2025Q4: 280 shares; 2026Q1: 314 shares; 2026Q2: 316 shares 316 $24.2K <0.01% +2 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; 2024Q3: restricted; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 263 shares; 2026Q1: 320 shares; 2026Q2: 347 shares 347 $24K <0.01% +27 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; 2024Q3: restricted; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 164 shares; 2026Q1: 116 shares; 2026Q2: 116 shares 116 $23.9K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $23.8K <0.01% 0 Timeline RLAY RELAY THERAPEUTICS INC More: the full row for RELAY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156 shares; 2025Q3: 301 shares; 2025Q4: 301 shares; 2026Q1: 405 shares; 2026Q2: 1,268 shares 1,268 $23.7K <0.01% +863 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; 2024Q3: restricted; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 112 shares; 2025Q3: 110 shares; 2025Q4: 108 shares; 2026Q1: 194 shares; 2026Q2: 178 shares 178 $23.6K <0.01% -16 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; 2024Q3: restricted; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 289 shares; 2025Q3: 272 shares; 2025Q4: 280 shares; 2026Q1: 289 shares; 2026Q2: 266 shares 266 $23.5K <0.01% -23 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65 shares; 2025Q3: 74 shares; 2025Q4: 79 shares; 2026Q1: 159 shares; 2026Q2: 622 shares 622 $23.2K <0.01% +463 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; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 63 shares; 2026Q1: 119 shares; 2026Q2: 124 shares 124 $23K <0.01% +5 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; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 75 shares; 2026Q1: 58 shares; 2026Q2: 57 shares 57 $22.9K <0.01% -1 Timeline XLG 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 373 shares 373 $22.8K <0.01% new 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; 2024Q3: restricted; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 37 shares; 2025Q3: 35 shares; 2025Q4: 36 shares; 2026Q1: 65 shares; 2026Q2: 66 shares 66 $22.8K <0.01% +1 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 48 shares; 2026Q1: 121 shares; 2026Q2: 131 shares 131 $22.8K <0.01% +10 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 573 shares; 2026Q1: 484 shares; 2026Q2: 427 shares 427 $22.7K <0.01% -57 Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,174 shares; 2026Q2: 2,174 shares 2,174 $22.7K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 52 shares; 2025Q3: 50 shares; 2025Q4: 19 shares; 2026Q1: 12 shares; 2026Q2: 125 shares 125 $22.4K <0.01% +113 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 561 shares; 2026Q1: 794 shares; 2026Q2: 1,531 shares 1,531 $22.4K <0.01% +737 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 162 shares; 2025Q3: 160 shares; 2025Q4: 131 shares; 2026Q1: 136 shares; 2026Q2: 189 shares 189 $22.4K <0.01% +53 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 419 shares; 2025Q4: 424 shares; 2026Q1: 424 shares; 2026Q2: 424 shares 424 $22.3K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 438 shares; 2025Q1: 325 shares; 2025Q2: 569 shares; 2025Q3: 145 shares; 2025Q4: 138 shares; 2026Q1: 156 shares; 2026Q2: 206 shares 206 $22.2K <0.01% +50 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 465 shares 465 $22.2K <0.01% new 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; 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; 2026Q2: 3,417 shares 3,417 $22.1K <0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 55 shares; 2026Q1: 95 shares; 2026Q2: 93 shares 93 $22.1K <0.01% -2 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 637 shares; 2026Q1: 637 shares; 2026Q2: 637 shares 637 $22.1K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 130 shares; 2025Q3: 141 shares; 2025Q4: 151 shares; 2026Q1: 249 shares; 2026Q2: 317 shares 317 $22.1K <0.01% +68 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; 2024Q3: restricted; 2024Q4: 416 shares; 2025Q1: 414 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 250 shares; 2026Q1: 265 shares; 2026Q2: 263 shares 263 $21.9K <0.01% -2 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 134 shares 134 $21.9K <0.01% +71 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 65 shares; 2025Q3: 70 shares; 2025Q4: 59 shares; 2026Q1: 39 shares; 2026Q2: 49 shares 49 $21.9K <0.01% +10 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 40 shares; 2025Q4: 46 shares; 2026Q1: 81 shares; 2026Q2: 354 shares 354 $21.7K <0.01% +273 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 303 shares; 2025Q3: 304 shares; 2025Q4: 302 shares; 2026Q1: 181 shares; 2026Q2: 184 shares 184 $21.6K <0.01% +3 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; 2024Q3: restricted; 2024Q4: 114 shares; 2025Q1: 37 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 710 shares; 2026Q1: 766 shares; 2026Q2: 307 shares 307 $21.5K <0.01% -459 Timeline