FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,410,146 shares; 2024Q4: 2,592,229 shares; 2025Q1: 2,586,137 shares; 2025Q2: 2,522,946 shares; 2025Q3: 2,497,528 shares; 2025Q4: 2,491,559 shares; 2026Q1: 2,442,949 shares 2,442,949 $120M 6.17% -48,610 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 966,240 shares; 2024Q4: 1,245,271 shares; 2025Q1: 1,381,750 shares; 2025Q2: 1,502,474 shares; 2025Q3: 1,721,810 shares; 2025Q4: 1,809,457 shares; 2026Q1: 1,949,409 shares 1,949,409 $88.1M 4.54% +139,952 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,503,385 shares; 2024Q4: 3,162,957 shares; 2025Q1: 3,194,659 shares; 2025Q2: 3,110,308 shares; 2025Q3: 3,098,450 shares; 2025Q4: 3,098,986 shares; 2026Q1: 3,112,346 shares 3,112,346 $77M 3.97% +13,360 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,342 shares; 2024Q4: 246,608 shares; 2025Q1: 245,489 shares; 2025Q2: 250,899 shares; 2025Q3: 251,123 shares; 2025Q4: 246,531 shares; 2026Q1: 246,026 shares 246,026 $62.4M 3.22% -505 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,326,394 shares; 2024Q4: 1,333,017 shares; 2025Q1: 1,340,142 shares; 2025Q2: 1,305,819 shares; 2025Q3: 1,278,782 shares; 2025Q4: 1,264,195 shares; 2026Q1: 1,241,800 shares 1,241,800 $47.5M 2.45% -22,395 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 905,774 shares; 2024Q4: 991,144 shares; 2025Q1: 1,067,465 shares; 2025Q2: 1,078,918 shares; 2025Q3: 1,068,443 shares; 2025Q4: 1,078,407 shares; 2026Q1: 1,054,409 shares 1,054,409 $43.7M 2.25% -23,998 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,948,960 shares; 2024Q4: 2,052,663 shares; 2025Q1: 2,051,299 shares; 2025Q2: 1,970,169 shares; 2025Q3: 1,976,009 shares; 2025Q4: 1,319,339 shares; 2026Q1: 1,071,182 shares 1,071,182 $42.2M 2.18% -248,157 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555,907 shares; 2024Q4: 557,242 shares; 2025Q1: 563,268 shares; 2025Q2: 554,256 shares; 2025Q3: 538,462 shares; 2025Q4: 533,244 shares; 2026Q1: 521,207 shares 521,207 $42M 2.17% -12,037 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 288,093 shares; 2026Q1: 398,670 shares 398,670 $33.8M 1.75% +110,577 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,467 shares; 2024Q4: 104,001 shares; 2025Q1: 117,065 shares; 2025Q2: 121,216 shares; 2025Q3: 117,742 shares; 2025Q4: 110,344 shares; 2026Q1: 111,517 shares 111,517 $32M 1.65% +1,173 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,250 shares; 2024Q4: 57,215 shares; 2025Q1: 57,180 shares; 2025Q2: 63,687 shares; 2025Q3: 69,373 shares; 2025Q4: 74,800 shares; 2026Q1: 80,287 shares 80,287 $29.7M 1.53% +5,487 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 251,379 shares; 2025Q2: 439,275 shares; 2025Q3: 517,135 shares; 2025Q4: 554,696 shares; 2026Q1: 574,201 shares 574,201 $28.9M 1.49% +19,505 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643,896 shares; 2024Q4: 1,345,573 shares; 2025Q1: 1,332,570 shares; 2025Q2: 1,185,622 shares; 2025Q3: 1,173,923 shares; 2025Q4: 1,122,315 shares; 2026Q1: 1,141,716 shares 1,141,716 $28.4M 1.47% +19,401 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 639,979 shares; 2025Q3: 643,360 shares; 2025Q4: 651,036 shares; 2026Q1: 641,022 shares 641,022 $27.2M 1.4% -10,014 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,034 shares; 2024Q4: 259,596 shares; 2025Q1: 259,735 shares; 2025Q2: 258,238 shares; 2025Q3: 272,352 shares; 2025Q4: 287,636 shares; 2026Q1: 299,616 shares 299,616 $26.6M 1.37% +11,980 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369,019 shares; 2024Q4: 740,908 shares; 2025Q1: 812,144 shares; 2025Q2: 832,189 shares; 2025Q3: 850,568 shares; 2025Q4: 903,600 shares; 2026Q1: 982,470 shares 982,470 $26.1M 1.35% +78,870 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,922 shares; 2024Q4: 94,009 shares; 2025Q1: 120,673 shares; 2025Q2: 178,083 shares; 2025Q3: 236,595 shares; 2025Q4: 296,362 shares; 2026Q1: 349,392 shares 349,392 $25.7M 1.33% +53,030 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 898,033 shares; 2024Q4: 904,666 shares; 2025Q1: 920,550 shares; 2025Q2: 954,619 shares; 2025Q3: 960,971 shares; 2025Q4: 965,695 shares; 2026Q1: 990,058 shares 990,058 $21.3M 1.1% +24,363 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,311 shares; 2024Q4: 14,199 shares; 2025Q1: 18,282 shares; 2025Q2: 23,676 shares; 2025Q3: 23,869 shares; 2025Q4: 25,362 shares; 2026Q1: 28,550 shares 28,550 $18.6M 0.96% +3,188 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,762 shares; 2024Q4: 239,417 shares; 2025Q1: 233,807 shares; 2025Q2: 231,244 shares; 2025Q3: 228,671 shares; 2025Q4: 224,765 shares; 2026Q1: 229,772 shares 229,772 $16.6M 0.86% +5,007 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,562 shares; 2024Q4: 265,416 shares; 2025Q1: 292,099 shares; 2025Q2: 287,579 shares; 2025Q3: 305,074 shares; 2025Q4: 312,165 shares; 2026Q1: 311,346 shares 311,346 $15.5M 0.8% -819 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,952 shares; 2024Q4: 468,967 shares; 2025Q1: 474,758 shares; 2025Q2: 483,331 shares; 2025Q3: 483,607 shares; 2025Q4: 480,550 shares; 2026Q1: 471,947 shares 471,947 $15.3M 0.79% -8,603 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,173 shares; 2024Q4: 52,195 shares; 2025Q1: 55,755 shares; 2025Q2: 60,746 shares; 2025Q3: 60,886 shares; 2025Q4: 59,314 shares; 2026Q1: 57,583 shares 57,583 $15.3M 0.79% -1,731 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,691 shares; 2024Q4: 212,879 shares; 2025Q1: 209,594 shares; 2025Q2: 206,060 shares; 2025Q3: 205,823 shares; 2025Q4: 211,452 shares; 2026Q1: 226,286 shares 226,286 $14.9M 0.77% +14,834 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,260 shares; 2024Q4: 61,526 shares; 2025Q1: 57,738 shares; 2025Q2: 55,962 shares; 2025Q3: 53,796 shares; 2025Q4: 51,943 shares; 2026Q1: 50,264 shares 50,264 $14.8M 0.76% -1,679 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537,332 shares; 2024Q4: 510,040 shares; 2025Q1: 465,966 shares; 2025Q2: 410,664 shares; 2025Q3: 400,405 shares; 2025Q4: 387,792 shares; 2026Q1: 370,528 shares 370,528 $14.4M 0.74% -17,264 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,522 shares; 2024Q4: 20,957 shares; 2025Q1: 22,095 shares; 2025Q2: 23,092 shares; 2025Q3: 22,665 shares; 2025Q4: 22,306 shares; 2026Q1: 24,942 shares 24,942 $14.3M 0.74% +2,636 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,001 shares; 2024Q4: 104,077 shares; 2025Q1: 104,775 shares; 2025Q2: 101,941 shares; 2025Q3: 102,465 shares; 2025Q4: 101,090 shares; 2026Q1: 104,461 shares 104,461 $14.1M 0.73% +3,371 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,213 shares; 2024Q4: 34,506 shares; 2025Q1: 33,927 shares; 2025Q2: 33,505 shares; 2025Q3: 32,656 shares; 2025Q4: 29,731 shares; 2026Q1: 28,566 shares 28,566 $13.5M 0.7% -1,165 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,687 shares; 2024Q4: 172,517 shares; 2025Q1: 165,444 shares; 2025Q2: 163,834 shares; 2025Q3: 168,281 shares; 2025Q4: 168,552 shares; 2026Q1: 169,639 shares 169,639 $13.2M 0.68% +1,087 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,366 shares; 2024Q4: 28,663 shares; 2025Q1: 109,716 shares; 2025Q2: 144,091 shares; 2025Q3: 157,208 shares; 2025Q4: 175,279 shares; 2026Q1: 185,895 shares 185,895 $12.9M 0.66% +10,616 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,645 shares; 2024Q4: 58,545 shares; 2025Q1: 57,692 shares; 2025Q2: 58,311 shares; 2025Q3: 57,740 shares; 2025Q4: 55,989 shares; 2026Q1: 56,317 shares 56,317 $12.2M 0.63% +328 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,984 shares; 2024Q4: 109,347 shares; 2025Q1: 118,272 shares; 2025Q2: 147,414 shares; 2025Q3: 208,339 shares; 2025Q4: 273,163 shares; 2026Q1: 356,638 shares 356,638 $12M 0.62% +83,475 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,235 shares; 2024Q4: 34,882 shares; 2025Q1: 34,106 shares; 2025Q2: 34,459 shares; 2025Q3: 33,589 shares; 2025Q4: 33,548 shares; 2026Q1: 33,608 shares 33,608 $11.8M 0.61% +60 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365,830 shares; 2024Q4: 353,856 shares; 2025Q1: 363,918 shares; 2025Q2: 365,866 shares; 2025Q3: 370,525 shares; 2025Q4: 372,918 shares; 2026Q1: 376,935 shares 376,935 $11.8M 0.61% +4,017 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,644 shares; 2024Q4: 46,789 shares; 2025Q1: 48,387 shares; 2025Q2: 49,385 shares; 2025Q3: 48,214 shares; 2025Q4: 47,262 shares; 2026Q1: 46,297 shares 46,297 $11.3M 0.58% -965 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,725 shares; 2024Q4: 18,142 shares; 2025Q1: 17,106 shares; 2025Q2: 15,989 shares; 2025Q3: 15,109 shares; 2025Q4: 13,753 shares; 2026Q1: 13,073 shares 13,073 $11.3M 0.58% -680 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,455 shares; 2024Q4: 27,281 shares; 2025Q1: 26,586 shares; 2025Q2: 26,446 shares; 2025Q3: 24,073 shares; 2025Q4: 22,645 shares; 2026Q1: 20,755 shares 20,755 $11.2M 0.58% -1,890 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,860 shares; 2024Q4: 185,054 shares; 2025Q1: 184,442 shares; 2025Q2: 185,622 shares; 2025Q3: 182,492 shares; 2025Q4: 181,013 shares; 2026Q1: 179,404 shares 179,404 $10.5M 0.54% -1,609 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,938 shares; 2024Q4: 49,952 shares; 2025Q1: 63,647 shares; 2025Q2: 134,376 shares; 2025Q3: 198,705 shares; 2025Q4: 222,468 shares; 2026Q1: 255,579 shares 255,579 $10.4M 0.54% +33,111 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,134 shares; 2024Q4: 56,139 shares; 2025Q1: 65,251 shares; 2025Q2: 77,027 shares; 2025Q3: 82,098 shares; 2025Q4: 89,123 shares; 2026Q1: 93,422 shares 93,422 $10.3M 0.53% +4,299 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,659 shares; 2024Q4: 16,949 shares; 2025Q1: 17,818 shares; 2025Q2: 18,904 shares; 2025Q3: 17,722 shares; 2025Q4: 15,527 shares; 2026Q1: 14,481 shares 14,481 $10.3M 0.53% -1,046 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,162 shares; 2024Q4: 16,112 shares; 2025Q1: 26,987 shares; 2025Q2: 36,746 shares; 2025Q3: 40,602 shares; 2025Q4: 44,676 shares; 2026Q1: 47,742 shares 47,742 $10.2M 0.53% +3,066 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,313 shares; 2024Q4: 61,220 shares; 2025Q1: 64,822 shares; 2025Q2: 80,081 shares; 2025Q3: 95,306 shares; 2025Q4: 98,188 shares; 2026Q1: 105,482 shares 105,482 $9.91M 0.51% +7,294 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,169 shares; 2024Q4: 90,168 shares; 2025Q1: 119,500 shares; 2025Q2: 122,883 shares; 2025Q3: 125,476 shares; 2025Q4: 127,697 shares; 2026Q1: 132,695 shares 132,695 $9.89M 0.51% +4,998 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,485 shares; 2024Q4: 45,800 shares; 2025Q1: 72,481 shares; 2025Q2: 80,590 shares; 2025Q3: 100,218 shares; 2025Q4: 103,372 shares; 2026Q1: 102,180 shares 102,180 $9.7M 0.5% -1,192 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330,254 shares; 2024Q4: 326,262 shares; 2025Q1: 326,387 shares; 2025Q2: 311,379 shares; 2025Q3: 308,641 shares; 2025Q4: 272,962 shares; 2026Q1: 268,438 shares 268,438 $9.24M 0.48% -4,524 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,945 shares; 2024Q4: 100,121 shares; 2025Q1: 96,900 shares; 2025Q2: 93,879 shares; 2025Q3: 91,601 shares; 2025Q4: 84,589 shares; 2026Q1: 83,736 shares 83,736 $9.19M 0.47% -853 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,173 shares; 2024Q4: 126,363 shares; 2025Q1: 123,214 shares; 2025Q2: 113,697 shares; 2025Q3: 99,975 shares; 2025Q4: 87,401 shares; 2026Q1: 67,079 shares 67,079 $9.12M 0.47% -20,322 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,960 shares; 2024Q4: 130,816 shares; 2025Q1: 136,751 shares; 2025Q2: 144,985 shares; 2025Q3: 150,484 shares; 2025Q4: 148,819 shares; 2026Q1: 147,024 shares 147,024 $9.06M 0.47% -1,795 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,516 shares; 2024Q4: 115,594 shares; 2025Q1: 119,945 shares; 2025Q2: 123,375 shares; 2025Q3: 125,559 shares; 2025Q4: 123,275 shares; 2026Q1: 123,907 shares 123,907 $9.05M 0.47% +632 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,914 shares; 2024Q4: 53,561 shares; 2025Q1: 54,204 shares; 2025Q2: 50,070 shares; 2025Q3: 51,171 shares; 2025Q4: 51,888 shares; 2026Q1: 54,787 shares 54,787 $8.99M 0.46% +2,899 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,905 shares; 2024Q4: 37,861 shares; 2025Q1: 41,063 shares; 2025Q2: 44,244 shares; 2025Q3: 44,650 shares; 2025Q4: 46,923 shares; 2026Q1: 49,601 shares 49,601 $8.97M 0.46% +2,678 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,491 shares; 2024Q4: 269,881 shares; 2025Q1: 264,269 shares; 2025Q2: 265,907 shares; 2025Q3: 276,878 shares; 2025Q4: 281,888 shares; 2026Q1: 318,893 shares 318,893 $8.88M 0.46% +37,005 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,314 shares; 2024Q4: 22,627 shares; 2025Q1: 21,971 shares; 2025Q2: 21,514 shares; 2025Q3: 20,799 shares; 2025Q4: 19,553 shares; 2026Q1: 19,332 shares 19,332 $8.59M 0.44% -221 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,102 shares; 2024Q4: 2,936 shares; 2025Q1: 9,711 shares; 2025Q2: 13,032 shares; 2025Q3: 13,044 shares; 2025Q4: 12,757 shares; 2026Q1: 12,474 shares 12,474 $8.51M 0.44% -283 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,925 shares; 2024Q4: 73,045 shares; 2025Q1: 67,571 shares; 2025Q2: 62,465 shares; 2025Q3: 63,161 shares; 2025Q4: 66,497 shares; 2026Q1: 58,761 shares 58,761 $8.49M 0.44% -7,736 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,092 shares; 2024Q4: 104,584 shares; 2025Q1: 100,338 shares; 2025Q2: 82,467 shares; 2025Q3: 68,412 shares; 2025Q4: 58,214 shares; 2026Q1: 57,436 shares 57,436 $8.45M 0.44% -778 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,142 shares; 2024Q4: 96,679 shares; 2025Q1: 105,668 shares; 2025Q2: 137,722 shares; 2025Q3: 141,709 shares; 2025Q4: 146,301 shares; 2026Q1: 163,498 shares 163,498 $8.21M 0.42% +17,197 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,926 shares; 2025Q2: 57,919 shares; 2025Q3: 68,968 shares; 2025Q4: 82,611 shares; 2026Q1: 98,730 shares 98,730 $8.11M 0.42% +16,119 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,805 shares; 2024Q4: 235,835 shares; 2025Q1: 264,836 shares; 2025Q2: 282,546 shares; 2025Q3: 287,556 shares; 2025Q4: 287,597 shares; 2026Q1: 302,783 shares 302,783 $7.95M 0.41% +15,186 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,909 shares; 2024Q4: 40,621 shares; 2025Q1: 39,794 shares; 2025Q2: 39,675 shares; 2025Q3: 38,988 shares; 2025Q4: 38,604 shares; 2026Q1: 38,340 shares 38,340 $7.9M 0.41% -264 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,449 shares; 2024Q4: 37,315 shares; 2025Q1: 35,905 shares; 2025Q2: 34,300 shares; 2025Q3: 33,439 shares; 2025Q4: 32,614 shares; 2026Q1: 32,235 shares 32,235 $7.81M 0.4% -379 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,229 shares; 2024Q4: 8,321 shares; 2025Q1: 8,699 shares; 2025Q2: 10,273 shares; 2025Q3: 10,636 shares; 2025Q4: 10,117 shares; 2026Q1: 10,724 shares 10,724 $7.81M 0.4% +607 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,330 shares; 2024Q4: 64,483 shares; 2025Q1: 66,009 shares; 2025Q2: 68,494 shares; 2025Q3: 69,639 shares; 2025Q4: 66,650 shares; 2026Q1: 66,700 shares 66,700 $7.81M 0.4% +50 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,245 shares; 2024Q4: 71,552 shares; 2025Q1: 75,750 shares; 2025Q2: 74,791 shares; 2025Q3: 71,792 shares; 2025Q4: 66,901 shares; 2026Q1: 65,743 shares 65,743 $7.73M 0.4% -1,158 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,687 shares; 2024Q4: 10,695 shares; 2025Q1: 13,967 shares; 2025Q2: 13,626 shares; 2025Q3: 13,662 shares; 2025Q4: 22,514 shares; 2026Q1: 44,055 shares 44,055 $7.68M 0.4% +21,541 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,399 shares; 2024Q4: 96,046 shares; 2025Q1: 82,887 shares; 2025Q2: 79,825 shares; 2025Q3: 76,883 shares; 2025Q4: 73,247 shares; 2026Q1: 60,894 shares 60,894 $7.57M 0.39% -12,353 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,380 shares; 2024Q4: 38,687 shares; 2025Q1: 60,360 shares; 2025Q2: 69,353 shares; 2025Q3: 72,388 shares; 2025Q4: 74,733 shares; 2026Q1: 79,631 shares 79,631 $7.48M 0.39% +4,898 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,382 shares; 2024Q4: 108,987 shares; 2025Q1: 109,599 shares; 2025Q2: 110,693 shares; 2025Q3: 105,863 shares; 2025Q4: 106,263 shares; 2026Q1: 98,995 shares 98,995 $7.46M 0.38% -7,268 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,019 shares; 2024Q4: 59,634 shares; 2025Q1: 61,818 shares; 2025Q2: 66,938 shares; 2025Q3: 90,028 shares; 2025Q4: 123,094 shares; 2026Q1: 141,690 shares 141,690 $7.39M 0.38% +18,596 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,584 shares; 2024Q4: 51,549 shares; 2025Q1: 46,033 shares; 2025Q2: 43,766 shares; 2025Q3: 42,046 shares; 2025Q4: 42,658 shares; 2026Q1: 43,364 shares 43,364 $7.36M 0.38% +706 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,901 shares; 2024Q4: 77,174 shares; 2025Q1: 79,918 shares; 2025Q2: 81,747 shares; 2025Q3: 78,718 shares; 2025Q4: 73,462 shares; 2026Q1: 63,701 shares 63,701 $7.36M 0.38% -9,761 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,880 shares; 2024Q4: 23,411 shares; 2025Q1: 25,407 shares; 2025Q2: 33,589 shares; 2025Q3: 36,683 shares; 2025Q4: 37,674 shares; 2026Q1: 35,517 shares 35,517 $7.35M 0.38% -2,157 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,310 shares; 2024Q4: 60,782 shares; 2025Q1: 59,871 shares; 2025Q2: 59,160 shares; 2025Q3: 55,934 shares; 2025Q4: 53,890 shares; 2026Q1: 53,071 shares 53,071 $7.28M 0.38% -819 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,301 shares; 2024Q4: 12,894 shares; 2025Q1: 18,313 shares; 2025Q2: 25,710 shares; 2025Q3: 25,493 shares; 2025Q4: 24,304 shares; 2026Q1: 23,834 shares 23,834 $7.2M 0.37% -470 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; 2024Q2: restricted; 2024Q3: 390,892 shares; 2024Q4: 393,900 shares; 2025Q1: 389,932 shares; 2025Q2: 371,167 shares; 2025Q3: 355,199 shares; 2025Q4: 324,438 shares; 2026Q1: 300,714 shares 300,714 $7.16M 0.37% -23,724 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,786 shares; 2024Q4: 20,677 shares; 2025Q1: 19,912 shares; 2025Q2: 20,187 shares; 2025Q3: 20,251 shares; 2025Q4: 19,443 shares; 2026Q1: 19,319 shares 19,319 $7.02M 0.36% -124 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,466 shares; 2024Q4: 108,836 shares; 2025Q1: 116,138 shares; 2025Q2: 131,116 shares; 2025Q3: 145,008 shares; 2025Q4: 165,187 shares; 2026Q1: 180,398 shares 180,398 $6.57M 0.34% +15,211 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,806 shares; 2024Q4: 22,108 shares; 2025Q1: 34,573 shares; 2025Q2: 38,032 shares; 2025Q3: 36,931 shares; 2025Q4: 37,388 shares; 2026Q1: 38,667 shares 38,667 $6.52M 0.34% +1,279 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,211 shares; 2024Q4: 41,170 shares; 2025Q1: 42,663 shares; 2025Q2: 57,611 shares; 2025Q3: 81,625 shares; 2025Q4: 108,922 shares; 2026Q1: 127,437 shares 127,437 $6.46M 0.33% +18,515 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,549 shares; 2024Q4: 174,143 shares; 2025Q1: 176,869 shares; 2025Q2: 181,501 shares; 2025Q3: 183,337 shares; 2025Q4: 177,366 shares; 2026Q1: 171,571 shares 171,571 $6.37M 0.33% -5,795 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,327 shares; 2024Q4: 54,603 shares; 2025Q1: 85,300 shares; 2025Q2: 117,857 shares; 2025Q3: 130,985 shares; 2025Q4: 153,274 shares; 2026Q1: 173,642 shares 173,642 $6.16M 0.32% +20,368 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,251 shares; 2024Q4: 17,806 shares; 2025Q1: 17,254 shares; 2025Q2: 16,974 shares; 2025Q3: 17,071 shares; 2025Q4: 16,331 shares; 2026Q1: 17,743 shares 17,743 $6.09M 0.31% +1,412 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,697 shares; 2024Q4: 35,299 shares; 2025Q1: 35,897 shares; 2025Q2: 36,363 shares; 2025Q3: 36,014 shares; 2025Q4: 34,601 shares; 2026Q1: 33,707 shares 33,707 $6.07M 0.31% -894 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,966 shares; 2024Q4: 19,547 shares; 2025Q1: 23,845 shares; 2025Q2: 32,061 shares; 2025Q3: 31,882 shares; 2025Q4: 29,371 shares; 2026Q1: 29,014 shares 29,014 $6.07M 0.31% -357 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,299 shares; 2024Q4: 148,412 shares; 2025Q1: 144,294 shares; 2025Q2: 138,036 shares; 2025Q3: 127,886 shares; 2025Q4: 63,794 shares; 2026Q1: 62,175 shares 62,175 $6.04M 0.31% -1,619 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,214 shares; 2024Q4: 58,552 shares; 2025Q1: 64,608 shares; 2025Q2: 72,593 shares; 2025Q3: 76,936 shares; 2025Q4: 80,892 shares; 2026Q1: 84,831 shares 84,831 $6M 0.31% +3,939 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,988 shares; 2025Q1: 14,058 shares; 2025Q2: 29,917 shares; 2025Q3: 29,540 shares; 2025Q4: 29,273 shares; 2026Q1: 27,734 shares 27,734 $5.93M 0.31% -1,539 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,764 shares; 2024Q4: 9,509 shares; 2025Q1: 14,189 shares; 2025Q2: 32,829 shares; 2025Q3: 38,642 shares; 2025Q4: 41,650 shares; 2026Q1: 45,120 shares 45,120 $5.86M 0.3% +3,470 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,345 shares; 2024Q4: 10,035 shares; 2025Q1: 16,384 shares; 2025Q2: 15,183 shares; 2025Q3: 17,781 shares; 2025Q4: 17,477 shares; 2026Q1: 16,986 shares 16,986 $5.81M 0.3% -491 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,633 shares; 2024Q4: 37,797 shares; 2025Q1: 41,170 shares; 2025Q2: 46,956 shares; 2025Q3: 49,699 shares; 2025Q4: 41,616 shares; 2026Q1: 39,495 shares 39,495 $5.71M 0.29% -2,121 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,293 shares; 2024Q4: 45,097 shares; 2025Q1: 20,213 shares; 2025Q2: 19,268 shares; 2025Q3: 19,720 shares; 2025Q4: 18,535 shares; 2026Q1: 18,213 shares 18,213 $5.64M 0.29% -322 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,009 shares; 2024Q4: 8,438 shares; 2025Q1: 21,996 shares; 2025Q2: 24,830 shares; 2025Q3: 27,117 shares; 2025Q4: 28,409 shares; 2026Q1: 36,122 shares 36,122 $5.62M 0.29% +7,713 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,141 shares; 2024Q4: 50,259 shares; 2025Q1: 45,982 shares; 2025Q2: 38,223 shares; 2025Q3: 29,828 shares; 2025Q4: 27,759 shares; 2026Q1: 26,352 shares 26,352 $5.57M 0.29% -1,407 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,006 shares; 2024Q4: 20,324 shares; 2025Q1: 19,781 shares; 2025Q2: 19,279 shares; 2025Q3: 18,430 shares; 2025Q4: 18,245 shares; 2026Q1: 18,847 shares 18,847 $5.5M 0.28% +602 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,068 shares; 2024Q4: 24,531 shares; 2025Q1: 23,259 shares; 2025Q2: 22,190 shares; 2025Q3: 21,532 shares; 2025Q4: 21,457 shares; 2026Q1: 21,513 shares 21,513 $5.25M 0.27% +56 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,150 shares; 2024Q4: 63,670 shares; 2025Q1: 68,212 shares; 2025Q2: 75,321 shares; 2025Q3: 80,045 shares; 2025Q4: 77,756 shares; 2026Q1: 81,239 shares 81,239 $4.98M 0.26% +3,483 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,436 shares; 2024Q4: 19,089 shares; 2025Q1: 29,437 shares; 2025Q2: 41,417 shares; 2025Q3: 40,260 shares; 2025Q4: 44,311 shares; 2026Q1: 38,633 shares 38,633 $4.97M 0.26% -5,678 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,258 shares; 2024Q4: 52,352 shares; 2025Q1: 53,155 shares; 2025Q2: 51,915 shares; 2025Q3: 49,399 shares; 2025Q4: 47,590 shares; 2026Q1: 50,644 shares 50,644 $4.95M 0.26% +3,054 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,942 shares; 2024Q4: 75,316 shares; 2025Q1: 77,027 shares; 2025Q2: 73,462 shares; 2025Q3: 69,694 shares; 2025Q4: 65,744 shares; 2026Q1: 56,450 shares 56,450 $4.89M 0.25% -9,294 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,802 shares; 2024Q4: 22,264 shares; 2025Q1: 22,609 shares; 2025Q2: 22,077 shares; 2025Q3: 20,730 shares; 2025Q4: 20,033 shares; 2026Q1: 19,318 shares 19,318 $4.77M 0.25% -715 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,601 shares; 2024Q4: 27,003 shares; 2025Q1: 26,899 shares; 2025Q2: 25,730 shares; 2025Q3: 25,413 shares; 2025Q4: 24,458 shares; 2026Q1: 24,229 shares 24,229 $4.7M 0.24% -229 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,675 shares; 2024Q4: 39,948 shares; 2025Q1: 39,683 shares; 2025Q2: 38,489 shares; 2025Q3: 37,414 shares; 2025Q4: 37,237 shares; 2026Q1: 40,594 shares 40,594 $4.66M 0.24% +3,357 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,109 shares; 2025Q2: 12,537 shares; 2025Q3: 15,001 shares; 2025Q4: 16,317 shares; 2026Q1: 18,225 shares 18,225 $4.53M 0.23% +1,908 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,301 shares; 2024Q4: 122,933 shares; 2025Q1: 120,671 shares; 2025Q2: 141,917 shares; 2025Q3: 140,083 shares; 2025Q4: 154,753 shares; 2026Q1: 160,338 shares 160,338 $4.5M 0.23% +5,585 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,034 shares; 2024Q4: 32,474 shares; 2025Q1: 38,207 shares; 2025Q2: 36,562 shares; 2025Q3: 33,807 shares; 2025Q4: 29,451 shares; 2026Q1: 36,675 shares 36,675 $4.45M 0.23% +7,224 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,068 shares; 2024Q4: 34,576 shares; 2025Q1: 44,042 shares; 2025Q2: 54,289 shares; 2025Q3: 57,153 shares; 2025Q4: 57,941 shares; 2026Q1: 65,011 shares 65,011 $4.42M 0.23% +7,070 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,039 shares; 2024Q4: 42,119 shares; 2025Q1: 39,511 shares; 2025Q2: 37,479 shares; 2025Q3: 34,365 shares; 2025Q4: 33,221 shares; 2026Q1: 36,499 shares 36,499 $4.39M 0.23% +3,278 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,271 shares; 2024Q4: 157,208 shares; 2025Q1: 159,816 shares; 2025Q2: 157,354 shares; 2025Q3: 152,943 shares; 2025Q4: 152,169 shares; 2026Q1: 148,024 shares 148,024 $4.29M 0.22% -4,145 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,795 shares; 2024Q4: 6,514 shares; 2025Q1: 5,910 shares; 2025Q2: 5,702 shares; 2025Q3: 5,497 shares; 2025Q4: 5,219 shares; 2026Q1: 5,067 shares 5,067 $4.29M 0.22% -152 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,808 shares; 2025Q3: 8,942 shares; 2025Q4: 21,428 shares; 2026Q1: 29,372 shares 29,372 $4.25M 0.22% +7,944 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: 2,735 shares; 2025Q1: 2,834 shares; 2025Q2: 2,984 shares; 2025Q3: 2,941 shares; 2025Q4: 2,889 shares; 2026Q1: 2,852 shares 2,852 $4.2M 0.22% -37 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,220 shares; 2024Q4: 28,360 shares; 2025Q1: 27,936 shares; 2025Q2: 27,211 shares; 2025Q3: 24,571 shares; 2025Q4: 20,599 shares; 2026Q1: 17,676 shares 17,676 $4.18M 0.22% -2,923 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,315 shares; 2024Q4: 40,970 shares; 2025Q1: 37,814 shares; 2025Q2: 36,327 shares; 2025Q3: 26,978 shares; 2025Q4: 24,089 shares; 2026Q1: 20,774 shares 20,774 $4.12M 0.21% -3,315 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,509 shares; 2024Q4: 16,815 shares; 2025Q1: 23,832 shares; 2025Q2: 28,734 shares; 2025Q3: 31,580 shares; 2025Q4: 30,582 shares; 2026Q1: 35,469 shares 35,469 $4M 0.21% +4,887 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,430 shares; 2024Q4: 100,075 shares; 2025Q1: 92,090 shares; 2025Q2: 73,738 shares; 2025Q3: 68,971 shares; 2025Q4: 67,508 shares; 2026Q1: 66,632 shares 66,632 $3.97M 0.2% -876 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,071 shares; 2024Q4: 31,146 shares; 2025Q1: 37,830 shares; 2025Q2: 45,764 shares; 2025Q3: 51,249 shares; 2025Q4: 55,524 shares; 2026Q1: 60,604 shares 60,604 $3.96M 0.2% +5,080 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,140 shares; 2024Q4: 65,709 shares; 2025Q1: 65,192 shares; 2025Q2: 53,939 shares; 2025Q3: 54,767 shares; 2025Q4: 55,162 shares; 2026Q1: 36,937 shares 36,937 $3.92M 0.2% -18,225 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,348 shares; 2024Q4: 17,613 shares; 2025Q1: 18,100 shares; 2025Q2: 18,550 shares; 2025Q3: 19,502 shares; 2025Q4: 17,854 shares; 2026Q1: 19,712 shares 19,712 $3.91M 0.2% +1,858 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,878 shares; 2024Q4: 24,069 shares; 2025Q1: 23,437 shares; 2025Q2: 23,097 shares; 2025Q3: 22,634 shares; 2025Q4: 22,365 shares; 2026Q1: 22,068 shares 22,068 $3.73M 0.19% -297 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,759 shares; 2024Q4: 175,810 shares; 2025Q1: 166,650 shares; 2025Q2: 155,611 shares; 2025Q3: 149,441 shares; 2025Q4: 146,231 shares; 2026Q1: 137,551 shares 137,551 $3.7M 0.19% -8,680 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,937 shares; 2024Q4: 33,970 shares; 2025Q1: 34,380 shares; 2025Q2: 33,203 shares; 2025Q3: 32,894 shares; 2025Q4: 32,946 shares; 2026Q1: 33,038 shares 33,038 $3.65M 0.19% +92 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,615 shares 72,615 $3.63M 0.19% new Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 11,640 shares; 2025Q1: 20,412 shares; 2025Q2: 19,856 shares; 2025Q3: 19,467 shares; 2025Q4: 19,037 shares; 2026Q1: 18,501 shares 18,501 $3.61M 0.19% -536 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,213 shares; 2024Q4: 40,496 shares; 2025Q1: 41,189 shares; 2025Q2: 36,847 shares; 2025Q3: 35,245 shares; 2025Q4: 33,415 shares; 2026Q1: 35,159 shares 35,159 $3.6M 0.19% +1,744 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,490 shares; 2025Q2: 41,226 shares; 2025Q3: 53,197 shares; 2025Q4: 68,398 shares; 2026Q1: 81,912 shares 81,912 $3.53M 0.18% +13,514 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,716 shares; 2024Q4: 32,364 shares; 2025Q1: 30,629 shares; 2025Q2: 28,785 shares; 2025Q3: 24,562 shares; 2025Q4: 19,547 shares; 2026Q1: 17,916 shares 17,916 $3.51M 0.18% -1,631 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,358 shares; 2024Q4: 23,552 shares; 2025Q1: 25,156 shares; 2025Q2: 30,036 shares; 2025Q3: 34,466 shares; 2025Q4: 38,554 shares; 2026Q1: 45,989 shares 45,989 $3.46M 0.18% +7,435 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,688 shares; 2024Q4: 37,301 shares; 2025Q1: 38,408 shares; 2025Q2: 37,923 shares; 2025Q3: 35,372 shares; 2025Q4: 32,563 shares; 2026Q1: 31,824 shares 31,824 $3.44M 0.18% -739 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,849 shares; 2024Q4: 100,722 shares; 2025Q1: 99,812 shares; 2025Q2: 98,772 shares; 2025Q3: 97,025 shares; 2025Q4: 85,424 shares; 2026Q1: 84,140 shares 84,140 $3.44M 0.18% -1,284 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,938 shares; 2024Q4: 18,717 shares; 2025Q1: 18,939 shares; 2025Q2: 19,969 shares; 2025Q3: 19,776 shares; 2025Q4: 22,055 shares; 2026Q1: 22,113 shares 22,113 $3.38M 0.17% +58 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,911 shares; 2024Q4: 11,527 shares; 2025Q1: 11,419 shares; 2025Q2: 11,230 shares; 2025Q3: 11,003 shares; 2025Q4: 10,826 shares; 2026Q1: 10,580 shares 10,580 $3.21M 0.17% -246 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,878 shares; 2024Q4: 24,116 shares; 2025Q1: 35,571 shares; 2025Q2: 44,043 shares; 2025Q3: 46,514 shares; 2025Q4: 51,431 shares; 2026Q1: 54,786 shares 54,786 $3.19M 0.16% +3,355 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,085 shares; 2024Q4: not reported; 2025Q1: 7,618 shares; 2025Q2: 61,871 shares; 2025Q3: 74,552 shares; 2025Q4: 76,032 shares; 2026Q1: 74,211 shares 74,211 $3.13M 0.16% -1,821 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,605 shares; 2024Q4: 29,005 shares; 2025Q1: 29,537 shares; 2025Q2: 34,941 shares; 2025Q3: 40,923 shares; 2025Q4: 34,980 shares; 2026Q1: 34,673 shares 34,673 $3.12M 0.16% -307 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,054 shares; 2025Q2: 26,291 shares; 2025Q3: 26,101 shares; 2025Q4: 25,890 shares; 2026Q1: 23,878 shares 23,878 $3.1M 0.16% -2,012 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,227 shares; 2024Q4: 10,914 shares; 2025Q1: 11,292 shares; 2025Q2: 11,116 shares; 2025Q3: 11,282 shares; 2025Q4: 10,978 shares; 2026Q1: 10,704 shares 10,704 $3.08M 0.16% -274 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,289 shares; 2024Q4: 12,784 shares; 2025Q1: 12,626 shares; 2025Q2: 12,713 shares; 2025Q3: 12,661 shares; 2025Q4: 12,814 shares; 2026Q1: 12,555 shares 12,555 $3.05M 0.16% -259 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,205 shares; 2024Q4: 91,691 shares; 2025Q1: 80,275 shares; 2025Q2: 66,056 shares; 2025Q3: 55,293 shares; 2025Q4: 45,053 shares; 2026Q1: 40,674 shares 40,674 $2.98M 0.15% -4,379 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,400 shares; 2024Q4: 121,905 shares; 2025Q1: 126,177 shares; 2025Q2: 132,251 shares; 2025Q3: 117,126 shares; 2025Q4: 112,257 shares; 2026Q1: 129,581 shares 129,581 $2.91M 0.15% +17,324 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,029 shares; 2024Q4: 9,539 shares; 2025Q1: 11,458 shares; 2025Q2: 27,488 shares; 2025Q3: 26,818 shares; 2025Q4: 31,888 shares; 2026Q1: 56,506 shares 56,506 $2.9M 0.15% +24,618 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,158 shares; 2024Q4: 32,842 shares; 2025Q1: 38,225 shares; 2025Q2: 51,493 shares; 2025Q3: 52,415 shares; 2025Q4: 39,643 shares; 2026Q1: 47,739 shares 47,739 $2.9M 0.15% +8,096 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,649 shares; 2024Q4: 10,456 shares; 2025Q1: 9,879 shares; 2025Q2: 9,713 shares; 2025Q3: 9,593 shares; 2025Q4: 8,924 shares; 2026Q1: 8,748 shares 8,748 $2.89M 0.15% -176 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,159 shares; 2024Q4: 28,587 shares; 2025Q1: 24,823 shares; 2025Q2: 24,472 shares; 2025Q3: 22,851 shares; 2025Q4: 21,422 shares; 2026Q1: 20,385 shares 20,385 $2.88M 0.15% -1,037 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,238 shares; 2024Q4: 17,744 shares; 2025Q1: 16,432 shares; 2025Q2: 15,478 shares; 2025Q3: 15,069 shares; 2025Q4: 13,629 shares; 2026Q1: 13,224 shares 13,224 $2.87M 0.15% -405 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,369 shares; 2024Q4: 20,219 shares; 2025Q1: 29,643 shares; 2025Q2: 37,480 shares; 2025Q3: 39,821 shares; 2025Q4: 44,706 shares; 2026Q1: 52,418 shares 52,418 $2.83M 0.15% +7,712 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,829 shares; 2024Q4: 6,050 shares; 2025Q1: 3,522 shares; 2025Q2: 4,206 shares; 2025Q3: 7,245 shares; 2025Q4: 15,675 shares; 2026Q1: 28,772 shares 28,772 $2.77M 0.14% +13,097 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,114 shares; 2024Q4: 230,564 shares; 2025Q1: 247,388 shares; 2025Q2: 244,740 shares; 2025Q3: 207,530 shares; 2025Q4: 160,172 shares; 2026Q1: 134,627 shares 134,627 $2.59M 0.13% -25,545 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,115 shares; 2025Q4: 39,840 shares; 2026Q1: 48,315 shares 48,315 $2.47M 0.13% +8,475 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,044 shares; 2025Q1: 40,108 shares; 2025Q2: 38,519 shares; 2025Q3: 38,020 shares; 2025Q4: 37,709 shares; 2026Q1: 36,583 shares 36,583 $2.42M 0.12% -1,126 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,065 shares; 2024Q4: 18,720 shares; 2025Q1: 17,106 shares; 2025Q2: 16,914 shares; 2025Q3: 16,619 shares; 2025Q4: 16,469 shares; 2026Q1: 14,988 shares 14,988 $2.39M 0.12% -1,481 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,110 shares; 2024Q4: 54,919 shares; 2025Q1: 55,921 shares; 2025Q2: 60,604 shares; 2025Q3: 72,281 shares; 2025Q4: 83,603 shares; 2026Q1: 102,121 shares 102,121 $2.38M 0.12% +18,518 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,330 shares; 2024Q4: 22,838 shares; 2025Q1: 21,630 shares; 2025Q2: 27,330 shares; 2025Q3: 30,586 shares; 2025Q4: 35,837 shares; 2026Q1: 43,109 shares 43,109 $2.38M 0.12% +7,272 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,076 shares; 2024Q4: 32,643 shares; 2025Q1: 34,880 shares; 2025Q2: 38,185 shares; 2025Q3: 34,461 shares; 2025Q4: 30,891 shares; 2026Q1: 27,428 shares 27,428 $2.38M 0.12% -3,463 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; 2024Q2: restricted; 2024Q3: 12,688 shares; 2024Q4: 11,480 shares; 2025Q1: 9,942 shares; 2025Q2: 14,730 shares; 2025Q3: 16,896 shares; 2025Q4: 16,701 shares; 2026Q1: 16,190 shares 16,190 $2.32M 0.12% -511 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,366 shares; 2024Q4: 9,251 shares; 2025Q1: 17,013 shares; 2025Q2: 37,868 shares; 2025Q3: 38,961 shares; 2025Q4: 37,391 shares; 2026Q1: 44,613 shares 44,613 $2.32M 0.12% +7,222 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,926 shares; 2024Q4: 82,487 shares; 2025Q1: 86,320 shares; 2025Q2: 96,563 shares; 2025Q3: 96,634 shares; 2025Q4: 91,791 shares; 2026Q1: 88,668 shares 88,668 $2.32M 0.12% -3,123 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,989 shares; 2025Q3: 13,931 shares; 2025Q4: 31,616 shares; 2026Q1: 38,330 shares 38,330 $2.27M 0.12% +6,714 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,971 shares; 2024Q4: 5,689 shares; 2025Q1: 5,449 shares; 2025Q2: 5,156 shares; 2025Q3: 4,921 shares; 2025Q4: 4,642 shares; 2026Q1: 4,535 shares 4,535 $2.23M 0.12% -107 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,025 shares; 2024Q4: 23,799 shares; 2025Q1: 30,396 shares; 2025Q2: 40,272 shares; 2025Q3: 51,526 shares; 2025Q4: 49,867 shares; 2026Q1: 54,864 shares 54,864 $2.19M 0.11% +4,997 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,989 shares; 2025Q3: 35,225 shares; 2025Q4: 48,539 shares; 2026Q1: 69,856 shares 69,856 $2.15M 0.11% +21,317 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,460 shares; 2024Q4: 152,675 shares; 2025Q1: 162,832 shares; 2025Q2: 178,742 shares; 2025Q3: 176,188 shares; 2025Q4: 158,112 shares; 2026Q1: 158,188 shares 158,188 $2.14M 0.11% +76 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,643 shares; 2024Q4: 12,707 shares; 2025Q1: 10,521 shares; 2025Q2: 8,626 shares; 2025Q3: 7,869 shares; 2025Q4: 7,491 shares; 2026Q1: 7,231 shares 7,231 $2.13M 0.11% -260 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,247 shares; 2024Q4: 9,320 shares; 2025Q1: 11,532 shares; 2025Q2: 15,710 shares; 2025Q3: 14,889 shares; 2025Q4: 14,623 shares; 2026Q1: 14,456 shares 14,456 $2.11M 0.11% -167 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,976 shares; 2025Q1: 3,408 shares; 2025Q2: 25,524 shares; 2025Q3: 25,335 shares; 2025Q4: 22,966 shares; 2026Q1: 21,353 shares 21,353 $2.03M 0.1% -1,613 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,174 shares; 2024Q4: 9,192 shares; 2025Q1: 10,581 shares; 2025Q2: 11,335 shares; 2025Q3: 11,382 shares; 2025Q4: 10,416 shares; 2026Q1: 10,229 shares 10,229 $1.97M 0.1% -187 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,346 shares; 2025Q4: 15,044 shares; 2026Q1: 19,478 shares 19,478 $1.95M 0.1% +4,434 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,482 shares; 2024Q4: 52,600 shares; 2025Q1: 48,279 shares; 2025Q2: 41,345 shares; 2025Q3: 36,378 shares; 2025Q4: 26,400 shares; 2026Q1: 24,185 shares 24,185 $1.95M 0.1% -2,215 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,792 shares; 2024Q4: 42,995 shares; 2025Q1: 42,823 shares; 2025Q2: 41,427 shares; 2025Q3: 35,602 shares; 2025Q4: 31,698 shares; 2026Q1: 29,384 shares 29,384 $1.89M 0.1% -2,314 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,353 shares; 2024Q4: 27,316 shares; 2025Q1: 25,273 shares; 2025Q2: 24,708 shares; 2025Q3: 23,145 shares; 2025Q4: 21,914 shares; 2026Q1: 20,207 shares 20,207 $1.88M 0.1% -1,707 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,275 shares; 2024Q4: 31,829 shares; 2025Q1: 29,650 shares; 2025Q2: 28,593 shares; 2025Q3: 27,094 shares; 2025Q4: 26,338 shares; 2026Q1: 25,503 shares 25,503 $1.85M 0.1% -835 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,668 shares; 2024Q4: 48,130 shares; 2025Q1: 47,339 shares; 2025Q2: 44,730 shares; 2025Q3: 43,938 shares; 2025Q4: 42,217 shares; 2026Q1: 39,671 shares 39,671 $1.84M 0.09% -2,546 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,823 shares; 2024Q4: 41,270 shares; 2025Q1: 35,559 shares; 2025Q2: 34,875 shares; 2025Q3: 38,399 shares; 2025Q4: 43,717 shares; 2026Q1: 43,536 shares 43,536 $1.79M 0.09% -181 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,256 shares; 2024Q4: 6,248 shares; 2025Q1: 6,083 shares; 2025Q2: 5,978 shares; 2025Q3: 5,948 shares; 2025Q4: 5,934 shares; 2026Q1: 5,745 shares 5,745 $1.78M 0.09% -189 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,936 shares; 2024Q4: 23,738 shares; 2025Q1: 21,677 shares; 2025Q2: 20,458 shares; 2025Q3: 17,500 shares; 2025Q4: 16,561 shares; 2026Q1: 16,043 shares 16,043 $1.78M 0.09% -518 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,869 shares; 2024Q4: 10,587 shares; 2025Q1: 14,656 shares; 2025Q2: 14,598 shares; 2025Q3: 14,079 shares; 2025Q4: 13,778 shares; 2026Q1: 12,702 shares 12,702 $1.77M 0.09% -1,076 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,023 shares; 2025Q3: 25,644 shares; 2025Q4: 33,048 shares; 2026Q1: 32,539 shares 32,539 $1.77M 0.09% -509 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,593 shares; 2024Q4: 7,907 shares; 2025Q1: 8,210 shares; 2025Q2: 7,990 shares; 2025Q3: 7,150 shares; 2025Q4: 5,977 shares; 2026Q1: 5,619 shares 5,619 $1.76M 0.09% -358 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,479 shares; 2024Q4: 3,479 shares; 2025Q1: 4,708 shares; 2025Q2: 8,889 shares; 2025Q3: 8,459 shares; 2025Q4: 9,215 shares; 2026Q1: 9,333 shares 9,333 $1.76M 0.09% +118 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,185 shares; 2024Q4: 66,593 shares; 2025Q1: 66,101 shares; 2025Q2: 64,761 shares; 2025Q3: 61,362 shares; 2025Q4: 57,413 shares; 2026Q1: 51,856 shares 51,856 $1.74M 0.09% -5,557 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,522 shares; 2024Q4: 23,050 shares; 2025Q1: 21,554 shares; 2025Q2: 21,133 shares; 2025Q3: 19,812 shares; 2025Q4: 15,819 shares; 2026Q1: 14,206 shares 14,206 $1.72M 0.09% -1,613 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,762 shares; 2024Q4: 28,554 shares; 2025Q1: 41,239 shares; 2025Q2: 40,958 shares; 2025Q3: 39,466 shares; 2025Q4: 36,599 shares; 2026Q1: 34,741 shares 34,741 $1.72M 0.09% -1,858 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,132 shares; 2024Q4: 14,080 shares; 2025Q1: 12,908 shares; 2025Q2: 12,012 shares; 2025Q3: 11,559 shares; 2025Q4: 10,591 shares; 2026Q1: 10,275 shares 10,275 $1.69M 0.09% -316 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,821 shares; 2024Q4: 6,319 shares; 2025Q1: 4,891 shares; 2025Q2: 4,990 shares; 2025Q3: 4,966 shares; 2025Q4: 4,871 shares; 2026Q1: 4,713 shares 4,713 $1.69M 0.09% -158 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,822 shares; 2026Q1: 18,270 shares 18,270 $1.66M 0.09% -14,552 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,395 shares; 2024Q4: 23,000 shares; 2025Q1: 19,936 shares; 2025Q2: 19,354 shares; 2025Q3: 18,716 shares; 2025Q4: 17,903 shares; 2026Q1: 17,461 shares 17,461 $1.63M 0.08% -442 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,350 shares; 2024Q4: 40,375 shares; 2025Q1: 24,816 shares; 2025Q2: 14,579 shares; 2025Q3: 13,729 shares; 2025Q4: 13,775 shares; 2026Q1: 16,050 shares 16,050 $1.62M 0.08% +2,275 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,984 shares; 2024Q4: 18,299 shares; 2025Q1: 18,212 shares; 2025Q2: 17,341 shares; 2025Q3: 15,541 shares; 2025Q4: 13,790 shares; 2026Q1: 10,694 shares 10,694 $1.61M 0.08% -3,096 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,466 shares; 2026Q1: 45,518 shares 45,518 $1.6M 0.08% +29,052 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,111 shares; 2024Q4: 13,446 shares; 2025Q1: 21,225 shares; 2025Q2: 26,904 shares; 2025Q3: 27,077 shares; 2025Q4: 27,168 shares; 2026Q1: 26,361 shares 26,361 $1.59M 0.08% -807 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: 23,280 shares; 2025Q1: 23,906 shares; 2025Q2: 23,529 shares; 2025Q3: 23,209 shares; 2025Q4: 22,832 shares; 2026Q1: 24,050 shares 24,050 $1.55M 0.08% +1,218 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,037 shares; 2024Q4: 35,452 shares; 2025Q1: 33,244 shares; 2025Q2: 33,016 shares; 2025Q3: 31,879 shares; 2025Q4: 31,795 shares; 2026Q1: 31,645 shares 31,645 $1.55M 0.08% -150 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,245 shares; 2024Q4: 83,334 shares; 2025Q1: 80,127 shares; 2025Q2: 76,783 shares; 2025Q3: 74,500 shares; 2025Q4: 65,403 shares; 2026Q1: 63,309 shares 63,309 $1.54M 0.08% -2,094 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,644 shares; 2024Q4: 7,699 shares; 2025Q1: 7,425 shares; 2025Q2: 7,218 shares; 2025Q3: 6,966 shares; 2025Q4: 6,973 shares; 2026Q1: 6,776 shares 6,776 $1.53M 0.08% -197 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,199 shares; 2025Q2: 17,551 shares; 2025Q3: 17,956 shares; 2025Q4: 17,742 shares; 2026Q1: 16,624 shares 16,624 $1.51M 0.08% -1,118 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: 1,953 shares; 2025Q1: 1,854 shares; 2025Q2: 1,658 shares; 2025Q3: 1,286 shares; 2025Q4: 1,631 shares; 2026Q1: 4,224 shares 4,224 $1.5M 0.08% +2,593 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,562 shares; 2024Q4: 4,475 shares; 2025Q1: 4,460 shares; 2025Q2: 4,316 shares; 2025Q3: 4,312 shares; 2025Q4: 4,312 shares; 2026Q1: 4,371 shares 4,371 $1.43M 0.07% +59 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,075 shares; 2024Q4: 16,157 shares; 2025Q1: 14,970 shares; 2025Q2: 13,499 shares; 2025Q3: 12,978 shares; 2025Q4: 12,770 shares; 2026Q1: 12,367 shares 12,367 $1.39M 0.07% -403 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,835 shares; 2024Q4: 12,607 shares; 2025Q1: 12,048 shares; 2025Q2: 11,458 shares; 2025Q3: 10,734 shares; 2025Q4: 7,881 shares; 2026Q1: 7,503 shares 7,503 $1.37M 0.07% -378 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,223 shares; 2024Q4: 19,223 shares; 2025Q1: 18,337 shares; 2025Q2: 15,718 shares; 2025Q3: 15,857 shares; 2025Q4: 16,328 shares; 2026Q1: 14,786 shares 14,786 $1.34M 0.07% -1,542 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,825 shares 26,825 $1.33M 0.07% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,158 shares; 2024Q4: 114,069 shares; 2025Q1: 92,617 shares; 2025Q2: 84,367 shares; 2025Q3: 65,501 shares; 2025Q4: 49,631 shares; 2026Q1: 45,582 shares 45,582 $1.31M 0.07% -4,049 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 8,140 shares; 2025Q1: 8,280 shares; 2025Q2: 7,489 shares; 2025Q3: 6,060 shares; 2025Q4: 5,227 shares; 2026Q1: 4,859 shares 4,859 $1.3M 0.07% -368 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,897 shares; 2025Q4: 26,897 shares; 2026Q1: 26,748 shares 26,748 $1.29M 0.07% -149 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,073 shares; 2025Q4: 41,057 shares; 2026Q1: 57,000 shares 57,000 $1.29M 0.07% +15,943 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,095 shares; 2024Q4: 14,095 shares; 2025Q1: 14,095 shares; 2025Q2: 14,095 shares; 2025Q3: 10,586 shares; 2025Q4: 10,586 shares; 2026Q1: 10,586 shares 10,586 $1.27M 0.07% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,749 shares; 2024Q4: 5,850 shares; 2025Q1: 5,674 shares; 2025Q2: 5,683 shares; 2025Q3: 6,780 shares; 2025Q4: 6,981 shares; 2026Q1: 6,342 shares 6,342 $1.24M 0.06% -639 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,027 shares; 2024Q4: 28,287 shares; 2025Q1: 24,367 shares; 2025Q2: 22,876 shares; 2025Q3: 19,031 shares; 2025Q4: 16,587 shares; 2026Q1: 17,101 shares 17,101 $1.23M 0.06% +514 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,272 shares; 2025Q1: 1,269 shares; 2025Q2: 1,231 shares; 2025Q3: 1,466 shares; 2025Q4: 1,516 shares; 2026Q1: 1,872 shares 1,872 $1.22M 0.06% +356 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,038 shares; 2024Q4: 51,159 shares; 2025Q1: 50,156 shares; 2025Q2: 32,487 shares; 2025Q3: 31,414 shares; 2025Q4: 27,829 shares; 2026Q1: 24,073 shares 24,073 $1.22M 0.06% -3,756 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,332 shares; 2024Q4: 37,546 shares; 2025Q1: 35,989 shares; 2025Q2: 32,635 shares; 2025Q3: 30,312 shares; 2025Q4: 25,934 shares; 2026Q1: 24,630 shares 24,630 $1.2M 0.06% -1,304 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,069 shares; 2024Q4: 9,412 shares; 2025Q1: 6,914 shares; 2025Q2: 6,477 shares; 2025Q3: 6,189 shares; 2025Q4: 5,670 shares; 2026Q1: 4,283 shares 4,283 $1.2M 0.06% -1,387 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,687 shares; 2024Q4: 15,681 shares; 2025Q1: 12,441 shares; 2025Q2: 11,696 shares; 2025Q3: 9,976 shares; 2025Q4: 8,410 shares; 2026Q1: 8,339 shares 8,339 $1.19M 0.06% -71 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,381 shares; 2026Q1: 13,488 shares 13,488 $1.18M 0.06% +8,107 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,002 shares; 2025Q3: 8,036 shares; 2025Q4: 6,720 shares; 2026Q1: 6,351 shares 6,351 $1.16M 0.06% -369 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,921 shares; 2024Q4: 30,294 shares; 2025Q1: 28,986 shares; 2025Q2: 27,643 shares; 2025Q3: 26,082 shares; 2025Q4: 26,082 shares; 2026Q1: 25,531 shares 25,531 $1.15M 0.06% -551 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; 2024Q2: restricted; 2024Q3: 42,928 shares; 2024Q4: 34,606 shares; 2025Q1: 30,058 shares; 2025Q2: 28,878 shares; 2025Q3: 25,413 shares; 2025Q4: 16,551 shares; 2026Q1: 9,016 shares 9,016 $1.15M 0.06% -7,535 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 515 shares; 2025Q1: 492 shares; 2025Q2: 479 shares; 2025Q3: 459 shares; 2025Q4: 347 shares; 2026Q1: 336 shares 336 $1.14M 0.06% -11 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,530 shares; 2024Q4: 23,080 shares; 2025Q1: 23,080 shares; 2025Q2: 21,772 shares; 2025Q3: 20,699 shares; 2025Q4: 17,996 shares; 2026Q1: 19,954 shares 19,954 $1.13M 0.06% +1,958 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,950 shares; 2024Q4: 16,773 shares; 2025Q1: 15,639 shares; 2025Q2: 14,514 shares; 2025Q3: 13,399 shares; 2025Q4: 12,531 shares; 2026Q1: 11,595 shares 11,595 $1.12M 0.06% -936 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,245 shares; 2025Q3: 5,582 shares; 2025Q4: 6,552 shares; 2026Q1: 5,246 shares 5,246 $1.11M 0.06% -1,306 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,031 shares; 2024Q4: 18,835 shares; 2025Q1: 16,851 shares; 2025Q2: 15,221 shares; 2025Q3: 14,969 shares; 2025Q4: 16,149 shares; 2026Q1: 15,727 shares 15,727 $1.1M 0.06% -422 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,173 shares; 2024Q4: 6,695 shares; 2025Q1: 5,865 shares; 2025Q2: 6,037 shares; 2025Q3: 5,277 shares; 2025Q4: 4,184 shares; 2026Q1: 4,016 shares 4,016 $1.07M 0.06% -168 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,686 shares; 2024Q4: 11,535 shares; 2025Q1: 11,139 shares; 2025Q2: 10,184 shares; 2025Q3: 10,371 shares; 2025Q4: 30,226 shares; 2026Q1: 56,809 shares 56,809 $1.07M 0.06% +26,583 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,618 shares; 2024Q4: 6,361 shares; 2025Q1: 6,217 shares; 2025Q2: 5,794 shares; 2025Q3: 4,757 shares; 2025Q4: 4,234 shares; 2026Q1: 3,246 shares 3,246 $1.07M 0.06% -988 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,564 shares; 2024Q4: 8,111 shares; 2025Q1: 7,545 shares; 2025Q2: 6,846 shares; 2025Q3: 6,441 shares; 2025Q4: 5,359 shares; 2026Q1: 5,215 shares 5,215 $1.06M 0.05% -144 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,604 shares; 2025Q2: 18,074 shares; 2025Q3: 35,269 shares; 2025Q4: 60,246 shares; 2026Q1: 61,163 shares 61,163 $1.04M 0.05% +917 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,280 shares; 2025Q1: 4,037 shares; 2025Q2: 3,933 shares; 2025Q3: 4,172 shares; 2025Q4: 8,473 shares; 2026Q1: 11,441 shares 11,441 $1.03M 0.05% +2,968 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,439 shares; 2024Q4: 23,850 shares; 2025Q1: 36,275 shares; 2025Q2: 34,302 shares; 2025Q3: 31,779 shares; 2025Q4: 26,817 shares; 2026Q1: 24,110 shares 24,110 $1.02M 0.05% -2,707 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,315 shares; 2024Q4: 13,991 shares; 2025Q1: 13,689 shares; 2025Q2: 13,697 shares; 2025Q3: 13,656 shares; 2025Q4: 13,407 shares; 2026Q1: 13,407 shares 13,407 $1.01M 0.05% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,736 shares; 2024Q4: 14,699 shares; 2025Q1: 13,558 shares; 2025Q2: 12,318 shares; 2025Q3: 12,118 shares; 2025Q4: 11,575 shares; 2026Q1: 10,846 shares 10,846 $991K 0.05% -729 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,954 shares; 2026Q1: 8,065 shares 8,065 $977K 0.05% +4,111 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,083 shares; 2024Q4: 3,110 shares; 2025Q1: 2,920 shares; 2025Q2: 2,864 shares; 2025Q3: 2,813 shares; 2025Q4: 3,064 shares; 2026Q1: 3,032 shares 3,032 $973K 0.05% -32 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,909 shares; 2024Q4: 3,857 shares; 2025Q1: 3,787 shares; 2025Q2: 3,775 shares; 2025Q3: 3,760 shares; 2025Q4: 3,720 shares; 2026Q1: 3,686 shares 3,686 $959K 0.05% -34 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,821 shares; 2025Q2: 10,919 shares; 2025Q3: 10,733 shares; 2025Q4: 10,214 shares; 2026Q1: 10,214 shares 10,214 $951K 0.05% 0 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,050 shares; 2026Q1: 22,822 shares 22,822 $941K 0.05% +13,772 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,917 shares; 2024Q4: 5,077 shares; 2025Q1: 4,066 shares; 2025Q2: 3,831 shares; 2025Q3: 3,536 shares; 2025Q4: 3,056 shares; 2026Q1: 2,837 shares 2,837 $927K 0.05% -219 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,316 shares; 2025Q1: 3,523 shares; 2025Q2: 3,374 shares; 2025Q3: 3,331 shares; 2025Q4: 3,053 shares; 2026Q1: 3,053 shares 3,053 $922K 0.05% 0 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,205 shares; 2024Q4: 23,205 shares; 2025Q1: 22,555 shares; 2025Q2: 22,555 shares; 2025Q3: 22,555 shares; 2025Q4: 23,235 shares; 2026Q1: 20,385 shares 20,385 $921K 0.05% -2,850 Timeline DOLE DOLE PLC More: the full row for DOLE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,346 shares; 2024Q4: 22,405 shares; 2025Q1: 53,488 shares; 2025Q2: 72,185 shares; 2025Q3: 71,750 shares; 2025Q4: 64,607 shares; 2026Q1: 64,201 shares 64,201 $917K 0.05% -406 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 3,178 shares; 2025Q1: 3,372 shares; 2025Q2: 3,316 shares; 2025Q3: 3,742 shares; 2025Q4: 4,277 shares; 2026Q1: 4,379 shares 4,379 $912K 0.05% +102 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,994 shares; 2024Q4: 33,374 shares; 2025Q1: 32,738 shares; 2025Q2: 29,943 shares; 2025Q3: 28,303 shares; 2025Q4: 28,212 shares; 2026Q1: 26,717 shares 26,717 $905K 0.05% -1,495 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,717 shares; 2024Q4: 11,331 shares; 2025Q1: 2,801 shares; 2025Q2: 1,111 shares; 2025Q3: 1,017 shares; 2025Q4: 753 shares; 2026Q1: 1,481 shares 1,481 $895K 0.05% +728 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 2,313 shares; 2025Q1: 2,127 shares; 2025Q2: 2,177 shares; 2025Q3: 2,184 shares; 2025Q4: 2,224 shares; 2026Q1: 1,860 shares 1,860 $891K 0.05% -364 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 2,741 shares; 2025Q1: 2,641 shares; 2025Q2: 2,504 shares; 2025Q3: 2,069 shares; 2025Q4: 1,720 shares; 2026Q1: 1,578 shares 1,578 $889K 0.05% -142 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,343 shares; 2024Q4: 8,026 shares; 2025Q1: 7,477 shares; 2025Q2: 7,018 shares; 2025Q3: 6,331 shares; 2025Q4: 5,989 shares; 2026Q1: 5,641 shares 5,641 $887K 0.05% -348 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,177 shares; 2024Q4: 7,877 shares; 2025Q1: 7,753 shares; 2025Q2: 6,642 shares; 2025Q3: 6,457 shares; 2025Q4: 6,297 shares; 2026Q1: 6,148 shares 6,148 $874K 0.05% -149 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,705 shares; 2024Q4: 10,769 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,188 shares; 2026Q1: 36,975 shares 36,975 $873K 0.05% +27,787 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,834 shares; 2024Q4: 120,673 shares; 2025Q1: 114,846 shares; 2025Q2: 109,706 shares; 2025Q3: 94,109 shares; 2025Q4: 60,230 shares; 2026Q1: 41,685 shares 41,685 $865K 0.04% -18,545 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,246 shares; 2024Q4: 6,407 shares; 2025Q1: 5,497 shares; 2025Q2: 5,094 shares; 2025Q3: 4,512 shares; 2025Q4: 4,477 shares; 2026Q1: 4,206 shares 4,206 $855K 0.04% -271 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,959 shares; 2024Q4: 11,859 shares; 2025Q1: 12,545 shares; 2025Q2: 13,994 shares; 2025Q3: 14,986 shares; 2025Q4: 15,675 shares; 2026Q1: 16,848 shares 16,848 $845K 0.04% +1,173 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,235 shares; 2024Q4: 56,291 shares; 2025Q1: 51,587 shares; 2025Q2: 51,593 shares; 2025Q3: 51,599 shares; 2025Q4: 54,803 shares; 2026Q1: 53,808 shares 53,808 $842K 0.04% -995 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: not reported; 2025Q1: 793 shares; 2025Q2: 1,992 shares; 2025Q3: 2,226 shares; 2025Q4: 1,897 shares; 2026Q1: 2,508 shares 2,508 $837K 0.04% +611 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,319 shares; 2025Q1: 1,265 shares; 2025Q2: 1,276 shares; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares; 2026Q1: 1,392 shares 1,392 $832K 0.04% +156 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,019 shares; 2024Q4: 5,967 shares; 2025Q1: 5,994 shares; 2025Q2: 5,857 shares; 2025Q3: 5,737 shares; 2025Q4: 5,587 shares; 2026Q1: 5,301 shares 5,301 $823K 0.04% -286 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,089 shares; 2024Q4: 5,982 shares; 2025Q1: 5,290 shares; 2025Q2: 4,874 shares; 2025Q3: 4,255 shares; 2025Q4: 3,766 shares; 2026Q1: 2,994 shares 2,994 $810K 0.04% -772 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,698 shares; 2024Q4: 17,997 shares; 2025Q1: 12,806 shares; 2025Q2: 11,497 shares; 2025Q3: 11,414 shares; 2025Q4: 10,843 shares; 2026Q1: 10,069 shares 10,069 $777K 0.04% -774 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,856 shares; 2024Q4: 10,556 shares; 2025Q1: 10,556 shares; 2025Q2: 10,356 shares; 2025Q3: 9,506 shares; 2025Q4: 8,556 shares; 2026Q1: 8,313 shares 8,313 $763K 0.04% -243 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,875 shares; 2024Q4: 16,157 shares; 2025Q1: 15,581 shares; 2025Q2: 15,716 shares; 2025Q3: 15,981 shares; 2025Q4: 16,072 shares; 2026Q1: 16,298 shares 16,298 $757K 0.04% +226 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 1,556 shares; 2025Q1: 890 shares; 2025Q2: 958 shares; 2025Q3: 840 shares; 2025Q4: 836 shares; 2026Q1: 820 shares 820 $754K 0.04% -16 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,062 shares; 2025Q3: 7,468 shares; 2025Q4: 9,580 shares; 2026Q1: 9,308 shares 9,308 $737K 0.04% -272 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,270 shares; 2024Q4: 44,670 shares; 2025Q1: 44,369 shares; 2025Q2: 42,074 shares; 2025Q3: 41,750 shares; 2025Q4: 16,572 shares; 2026Q1: 12,894 shares 12,894 $732K 0.04% -3,678 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,411 shares; 2024Q4: 3,974 shares; 2025Q1: 3,776 shares; 2025Q2: 3,776 shares; 2025Q3: 4,029 shares; 2025Q4: 4,007 shares; 2026Q1: 3,681 shares 3,681 $730K 0.04% -326 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,384 shares; 2024Q4: 14,010 shares; 2025Q1: 12,094 shares; 2025Q2: 11,064 shares; 2025Q3: 10,290 shares; 2025Q4: 10,199 shares; 2026Q1: 9,559 shares 9,559 $722K 0.04% -640 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,475 shares; 2024Q4: 10,613 shares; 2025Q1: 10,441 shares; 2025Q2: 10,023 shares; 2025Q3: 10,020 shares; 2025Q4: 10,020 shares; 2026Q1: 9,711 shares 9,711 $718K 0.04% -309 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,479 shares; 2024Q4: 3,373 shares; 2025Q1: 3,378 shares; 2025Q2: 3,278 shares; 2025Q3: 3,282 shares; 2025Q4: 3,404 shares; 2026Q1: 3,295 shares 3,295 $709K 0.04% -109 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,205 shares; 2024Q4: 8,163 shares; 2025Q1: 8,138 shares; 2025Q2: 8,108 shares; 2025Q3: 7,777 shares; 2025Q4: 7,760 shares; 2026Q1: 7,450 shares 7,450 $697K 0.04% -310 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,335 shares; 2024Q4: 19,855 shares; 2025Q1: 18,801 shares; 2025Q2: 18,872 shares; 2025Q3: 19,226 shares; 2025Q4: 14,337 shares; 2026Q1: 14,235 shares 14,235 $694K 0.04% -102 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 4,590 shares; 2025Q1: 4,316 shares; 2025Q2: 4,067 shares; 2025Q3: 4,610 shares; 2025Q4: 4,947 shares; 2026Q1: 5,107 shares 5,107 $685K 0.04% +160 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,618 shares; 2024Q4: 9,473 shares; 2025Q1: 9,198 shares; 2025Q2: 9,085 shares; 2025Q3: 9,015 shares; 2025Q4: 8,085 shares; 2026Q1: 7,750 shares 7,750 $680K 0.04% -335 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,559 shares; 2025Q2: 25,290 shares; 2025Q3: 24,434 shares; 2025Q4: 23,209 shares; 2026Q1: 24,281 shares 24,281 $680K 0.04% +1,072 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,270 shares; 2024Q4: 9,226 shares; 2025Q1: 9,226 shares; 2025Q2: 9,226 shares; 2025Q3: 8,734 shares; 2025Q4: 8,734 shares; 2026Q1: 8,742 shares 8,742 $678K 0.03% +8 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,989 shares 16,989 $675K 0.03% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 1,788 shares; 2025Q1: 1,732 shares; 2025Q2: 1,741 shares; 2025Q3: 2,019 shares; 2025Q4: 1,959 shares; 2026Q1: 1,986 shares 1,986 $671K 0.03% +27 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 2,351 shares; 2025Q1: 1,541 shares; 2025Q2: 1,561 shares; 2025Q3: 1,552 shares; 2025Q4: 1,446 shares; 2026Q1: 1,448 shares 1,448 $668K 0.03% +2 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,494 shares; 2024Q4: 20,520 shares; 2025Q1: 20,275 shares; 2025Q2: 19,220 shares; 2025Q3: 17,727 shares; 2025Q4: 10,887 shares; 2026Q1: 14,157 shares 14,157 $665K 0.03% +3,270 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,855 shares; 2024Q4: 20,827 shares; 2025Q1: 19,568 shares; 2025Q2: 17,164 shares; 2025Q3: 14,181 shares; 2025Q4: 9,033 shares; 2026Q1: 7,576 shares 7,576 $658K 0.03% -1,457 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,207 shares; 2025Q3: 7,999 shares; 2025Q4: 10,453 shares; 2026Q1: 10,228 shares 10,228 $628K 0.03% -225 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,039 shares; 2025Q1: 986 shares; 2025Q2: 1,107 shares; 2025Q3: 1,136 shares; 2025Q4: 1,161 shares; 2026Q1: 1,240 shares 1,240 $620K 0.03% +79 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,685 shares; 2024Q4: 32,633 shares; 2025Q1: 39,367 shares; 2025Q2: 36,891 shares; 2025Q3: 21,161 shares; 2025Q4: 19,116 shares; 2026Q1: 16,188 shares 16,188 $603K 0.03% -2,928 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,129 shares; 2024Q4: 16,958 shares; 2025Q1: 16,184 shares; 2025Q2: 15,479 shares; 2025Q3: 14,511 shares; 2025Q4: 13,155 shares; 2026Q1: 12,521 shares 12,521 $601K 0.03% -634 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,055 shares; 2024Q4: 61,341 shares; 2025Q1: 58,743 shares; 2025Q2: 58,052 shares; 2025Q3: 59,558 shares; 2025Q4: 58,406 shares; 2026Q1: 55,162 shares 55,162 $597K 0.03% -3,244 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 3,743 shares; 2025Q1: 3,792 shares; 2025Q2: 3,436 shares; 2025Q3: 3,353 shares; 2025Q4: 3,317 shares; 2026Q1: 3,236 shares 3,236 $590K 0.03% -81 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,664 shares; 2024Q4: 4,523 shares; 2025Q1: 4,491 shares; 2025Q2: 4,476 shares; 2025Q3: 4,251 shares; 2025Q4: 4,095 shares; 2026Q1: 4,056 shares 4,056 $589K 0.03% -39 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,651 shares; 2025Q3: 8,253 shares; 2025Q4: 8,103 shares; 2026Q1: 8,173 shares 8,173 $583K 0.03% +70 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,648 shares 12,648 $580K 0.03% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,942 shares; 2024Q4: 37,857 shares; 2025Q1: 36,737 shares; 2025Q2: 32,075 shares; 2025Q3: 27,967 shares; 2025Q4: 25,802 shares; 2026Q1: 25,171 shares 25,171 $577K 0.03% -631 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,217 shares; 2024Q4: 30,275 shares; 2025Q1: 24,189 shares; 2025Q2: 23,936 shares; 2025Q3: 22,126 shares; 2025Q4: 23,806 shares; 2026Q1: 22,860 shares 22,860 $574K 0.03% -946 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,027 shares; 2025Q3: 2,117 shares; 2025Q4: 2,089 shares; 2026Q1: 2,089 shares 2,089 $572K 0.03% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,179 shares; 2024Q4: 5,572 shares; 2025Q1: 5,225 shares; 2025Q2: 5,085 shares; 2025Q3: 4,352 shares; 2025Q4: 2,938 shares; 2026Q1: 2,745 shares 2,745 $560K 0.03% -193 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,955 shares; 2024Q4: 18,223 shares; 2025Q1: 17,217 shares; 2025Q2: 16,217 shares; 2025Q3: 12,898 shares; 2025Q4: 10,032 shares; 2026Q1: 8,741 shares 8,741 $560K 0.03% -1,291 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,664 shares; 2024Q4: 64,109 shares; 2025Q1: 54,275 shares; 2025Q2: 49,745 shares; 2025Q3: 40,511 shares; 2025Q4: 37,552 shares; 2026Q1: 30,342 shares 30,342 $546K 0.03% -7,210 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 1,899 shares; 2025Q1: 1,617 shares; 2025Q2: 1,617 shares; 2025Q3: 1,534 shares; 2025Q4: 1,534 shares; 2026Q1: 1,607 shares 1,607 $528K 0.03% +73 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,037 shares; 2024Q4: 16,051 shares; 2025Q1: 15,328 shares; 2025Q2: 13,042 shares; 2025Q3: 12,252 shares; 2025Q4: 11,843 shares; 2026Q1: 11,415 shares 11,415 $525K 0.03% -428 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,964 shares; 2024Q4: 37,710 shares; 2025Q1: 35,741 shares; 2025Q2: 20,483 shares; 2025Q3: 11,534 shares; 2025Q4: 8,749 shares; 2026Q1: 8,119 shares 8,119 $525K 0.03% -630 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,760 shares; 2024Q4: 3,764 shares; 2025Q1: 3,546 shares; 2025Q2: 3,284 shares; 2025Q3: 3,288 shares; 2025Q4: 3,291 shares; 2026Q1: 3,295 shares 3,295 $518K 0.03% +4 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,594 shares; 2024Q4: 13,705 shares; 2025Q1: 12,536 shares; 2025Q2: 39,328 shares; 2025Q3: 34,359 shares; 2025Q4: 17,933 shares; 2026Q1: 17,015 shares 17,015 $500K 0.03% -918 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,320 shares; 2024Q4: 13,249 shares; 2025Q1: 12,318 shares; 2025Q2: 12,011 shares; 2025Q3: 11,425 shares; 2025Q4: 11,102 shares; 2026Q1: 10,482 shares 10,482 $498K 0.03% -620 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 823 shares; 2025Q3: 866 shares; 2025Q4: 866 shares; 2026Q1: 859 shares 859 $496K 0.03% -7 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,734 shares; 2024Q4: 41,585 shares; 2025Q1: 39,906 shares; 2025Q2: 39,495 shares; 2025Q3: 43,648 shares; 2025Q4: 43,464 shares; 2026Q1: 42,997 shares 42,997 $496K 0.03% -467 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 1,716 shares; 2025Q1: 1,687 shares; 2025Q2: 1,647 shares; 2025Q3: 1,651 shares; 2025Q4: 1,626 shares; 2026Q1: 1,619 shares 1,619 $490K 0.03% -7 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,836 shares; 2024Q4: 14,150 shares; 2025Q1: 13,013 shares; 2025Q2: 8,574 shares; 2025Q3: 4,514 shares; 2025Q4: 3,654 shares; 2026Q1: 3,567 shares 3,567 $471K 0.02% -87 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,988 shares; 2024Q4: 2,801 shares; 2025Q1: 3,697 shares; 2025Q2: 3,574 shares; 2025Q3: 3,804 shares; 2025Q4: 3,786 shares; 2026Q1: 3,717 shares 3,717 $470K 0.02% -69 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,540 shares; 2024Q4: 3,540 shares; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 3,540 shares; 2025Q4: 3,540 shares; 2026Q1: 3,540 shares 3,540 $469K 0.02% 0 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 4,879 shares; 2025Q1: 4,591 shares; 2025Q2: 3,645 shares; 2025Q3: 3,901 shares; 2025Q4: 4,724 shares; 2026Q1: 5,316 shares 5,316 $468K 0.02% +592 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 590 shares; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 528 shares; 2025Q4: 519 shares; 2026Q1: 519 shares 519 $465K 0.02% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,141 shares; 2024Q4: 7,491 shares; 2025Q1: 7,267 shares; 2025Q2: 7,174 shares; 2025Q3: 6,623 shares; 2025Q4: 6,321 shares; 2026Q1: 6,162 shares 6,162 $465K 0.02% -159 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,136 shares; 2024Q4: 4,071 shares; 2025Q1: 3,648 shares; 2025Q2: 3,593 shares; 2025Q3: 3,576 shares; 2025Q4: 3,543 shares; 2026Q1: 3,541 shares 3,541 $461K 0.02% -2 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,146 shares; 2024Q4: 30,908 shares; 2025Q1: 26,005 shares; 2025Q2: 20,608 shares; 2025Q3: 17,680 shares; 2025Q4: 15,930 shares; 2026Q1: 13,953 shares 13,953 $460K 0.02% -1,977 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,822 shares; 2024Q4: 4,251 shares; 2025Q1: 3,615 shares; 2025Q2: 2,382 shares; 2025Q3: 1,766 shares; 2025Q4: 1,203 shares; 2026Q1: 1,153 shares 1,153 $452K 0.02% -50 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,286 shares; 2024Q4: not reported; 2025Q1: 4,488 shares; 2025Q2: 4,488 shares; 2025Q3: 4,488 shares; 2025Q4: 4,182 shares; 2026Q1: 4,159 shares 4,159 $450K 0.02% -23 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,365 shares; 2026Q1: 3,058 shares 3,058 $450K 0.02% +693 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,336 shares; 2025Q3: 4,125 shares; 2025Q4: 4,756 shares; 2026Q1: 6,098 shares 6,098 $449K 0.02% +1,342 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,427 shares 6,427 $446K 0.02% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 6,399 shares; 2025Q1: 6,399 shares; 2025Q2: 6,399 shares; 2025Q3: 6,304 shares; 2025Q4: 6,442 shares; 2026Q1: 6,587 shares 6,587 $445K 0.02% +145 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 4,335 shares; 2025Q1: 4,336 shares; 2025Q2: 4,388 shares; 2025Q3: 4,326 shares; 2025Q4: 4,297 shares; 2026Q1: 3,919 shares 3,919 $444K 0.02% -378 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,733 shares 6,733 $441K 0.02% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 469 shares; 2025Q1: 441 shares; 2025Q2: 471 shares; 2025Q3: 484 shares; 2025Q4: 462 shares; 2026Q1: 442 shares 442 $440K 0.02% -20 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,499 shares; 2024Q4: 2,638 shares; 2025Q1: 2,638 shares; 2025Q2: 2,531 shares; 2025Q3: 2,462 shares; 2025Q4: 2,440 shares; 2026Q1: 2,440 shares 2,440 $437K 0.02% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,656 shares; 2024Q4: 47,668 shares; 2025Q1: 46,288 shares; 2025Q2: 43,359 shares; 2025Q3: 34,598 shares; 2025Q4: 34,088 shares; 2026Q1: 32,037 shares 32,037 $433K 0.02% -2,051 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,021 shares; 2024Q4: 46,853 shares; 2025Q1: 42,872 shares; 2025Q2: 40,450 shares; 2025Q3: 31,839 shares; 2025Q4: 27,558 shares; 2026Q1: 27,176 shares 27,176 $427K 0.02% -382 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,112 shares; 2024Q4: 3,121 shares; 2025Q1: 2,962 shares; 2025Q2: 2,993 shares; 2025Q3: 3,362 shares; 2025Q4: 3,264 shares; 2026Q1: 5,341 shares 5,341 $425K 0.02% +2,077 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,325 shares; 2025Q4: 4,325 shares; 2026Q1: 4,325 shares 4,325 $424K 0.02% 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; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,336 shares; 2025Q1: 3,295 shares; 2025Q2: 3,288 shares; 2025Q3: 3,291 shares; 2025Q4: 3,330 shares; 2026Q1: 3,396 shares 3,396 $422K 0.02% +66 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 4,277 shares; 2025Q1: 4,272 shares; 2025Q2: 4,162 shares; 2025Q3: 3,723 shares; 2025Q4: 3,653 shares; 2026Q1: 3,641 shares 3,641 $413K 0.02% -12 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,738 shares; 2025Q2: 10,174 shares; 2025Q3: 9,926 shares; 2025Q4: 9,526 shares; 2026Q1: 7,974 shares 7,974 $413K 0.02% -1,552 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,277 shares; 2025Q1: 1,277 shares; 2025Q2: 1,277 shares; 2025Q3: 1,967 shares; 2025Q4: 1,863 shares; 2026Q1: 1,863 shares 1,863 $402K 0.02% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,855 shares; 2025Q4: 6,055 shares; 2026Q1: 5,855 shares 5,855 $399K 0.02% -200 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,161 shares; 2024Q4: 20,724 shares; 2025Q1: 29,326 shares; 2025Q2: 28,981 shares; 2025Q3: 17,272 shares; 2025Q4: 14,710 shares; 2026Q1: 11,134 shares 11,134 $391K 0.02% -3,576 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,692 shares; 2024Q4: 4,572 shares; 2025Q1: 4,210 shares; 2025Q2: 3,690 shares; 2025Q3: 4,277 shares; 2025Q4: 4,199 shares; 2026Q1: 3,648 shares 3,648 $389K 0.02% -551 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 835 shares; 2025Q1: 835 shares; 2025Q2: 854 shares; 2025Q3: 857 shares; 2025Q4: 858 shares; 2026Q1: 891 shares 891 $380K 0.02% +33 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,065 shares; 2025Q1: 1,040 shares; 2025Q2: 1,036 shares; 2025Q3: 1,036 shares; 2025Q4: 1,038 shares; 2026Q1: 1,037 shares 1,037 $370K 0.02% -1 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,615 shares; 2025Q1: 5,170 shares; 2025Q2: 6,360 shares; 2025Q3: 5,993 shares; 2025Q4: 4,580 shares; 2026Q1: 4,417 shares 4,417 $367K 0.02% -163 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,208 shares; 2024Q4: 6,399 shares; 2025Q1: 6,286 shares; 2025Q2: 5,524 shares; 2025Q3: 5,235 shares; 2025Q4: 4,905 shares; 2026Q1: 4,695 shares 4,695 $366K 0.02% -210 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,086 shares; 2025Q1: 955 shares; 2025Q2: 930 shares; 2025Q3: 879 shares; 2025Q4: 757 shares; 2026Q1: 734 shares 734 $363K 0.02% -23 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,247 shares; 2024Q4: 9,044 shares; 2025Q1: 6,396 shares; 2025Q2: 6,258 shares; 2025Q3: 6,264 shares; 2025Q4: 6,264 shares; 2026Q1: 6,264 shares 6,264 $353K 0.02% 0 Timeline SAH SONIC AUTOMOTIVE INC More: the full row for SONIC AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,127 shares; 2026Q1: 5,127 shares 5,127 $352K 0.02% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,581 shares; 2024Q4: 5,408 shares; 2025Q1: 5,349 shares; 2025Q2: 5,172 shares; 2025Q3: 5,355 shares; 2025Q4: 5,688 shares; 2026Q1: 4,972 shares 4,972 $347K 0.02% -716 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,078 shares; 2024Q4: 6,556 shares; 2025Q1: 5,498 shares; 2025Q2: 5,301 shares; 2025Q3: 4,599 shares; 2025Q4: 4,630 shares; 2026Q1: 4,608 shares 4,608 $344K 0.02% -22 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,434 shares; 2024Q4: 2,583 shares; 2025Q1: 2,113 shares; 2025Q2: 1,940 shares; 2025Q3: 1,644 shares; 2025Q4: 1,644 shares; 2026Q1: 1,641 shares 1,641 $342K 0.02% -3 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 5,309 shares; 2025Q1: 4,071 shares; 2025Q2: 4,506 shares; 2025Q3: 3,906 shares; 2025Q4: 3,217 shares; 2026Q1: 3,318 shares 3,318 $341K 0.02% +101 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,475 shares; 2024Q4: 4,383 shares; 2025Q1: 4,360 shares; 2025Q2: 4,102 shares; 2025Q3: 4,235 shares; 2025Q4: 4,938 shares; 2026Q1: 5,319 shares 5,319 $341K 0.02% +381 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,720 shares; 2024Q4: 3,400 shares; 2025Q1: 3,375 shares; 2025Q2: 3,318 shares; 2025Q3: 3,283 shares; 2025Q4: 3,283 shares; 2026Q1: 3,283 shares 3,283 $335K 0.02% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,565 shares; 2025Q2: 3,565 shares; 2025Q3: 3,565 shares; 2025Q4: 3,887 shares; 2026Q1: 3,701 shares 3,701 $326K 0.02% -186 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 1,567 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,504 shares; 2025Q4: 1,504 shares; 2026Q1: 1,504 shares 1,504 $326K 0.02% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 456 shares 456 $319K 0.02% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,142 shares 4,142 $317K 0.02% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 2,524 shares; 2025Q1: 3,055 shares; 2025Q2: 1,968 shares; 2025Q3: 1,951 shares; 2025Q4: 1,665 shares; 2026Q1: 1,548 shares 1,548 $305K 0.02% -117 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,827 shares 2,827 $302K 0.02% new Timeline GIII G III APPAREL GROUP LTD More: the full row for G III APPAREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,864 shares 10,864 $301K 0.02% new Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,874 shares; 2024Q4: 14,874 shares; 2025Q1: 14,874 shares; 2025Q2: 14,874 shares; 2025Q3: 14,874 shares; 2025Q4: 14,874 shares; 2026Q1: 13,374 shares 13,374 $299K 0.02% -1,500 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 1,030 shares 1,030 $296K 0.02% +265 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,651 shares; 2024Q4: 2,489 shares; 2025Q1: 1,328 shares; 2025Q2: 1,363 shares; 2025Q3: 1,420 shares; 2025Q4: 1,421 shares; 2026Q1: 1,396 shares 1,396 $290K 0.01% -25 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,264 shares 5,264 $285K 0.01% new Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,933 shares; 2024Q4: 11,847 shares; 2025Q1: 12,125 shares; 2025Q2: 12,172 shares; 2025Q3: 12,209 shares; 2025Q4: 12,258 shares; 2026Q1: 10,476 shares 10,476 $285K 0.01% -1,782 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,233 shares; 2024Q4: 5,918 shares; 2025Q1: 5,367 shares; 2025Q2: 4,177 shares; 2025Q3: 3,949 shares; 2025Q4: 3,817 shares; 2026Q1: 3,733 shares 3,733 $284K 0.01% -84 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,688 shares; 2024Q4: 7,239 shares; 2025Q1: 5,228 shares; 2025Q2: 3,067 shares; 2025Q3: 1,971 shares; 2025Q4: 1,632 shares; 2026Q1: 1,426 shares 1,426 $282K 0.01% -206 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,499 shares; 2024Q4: 2,265 shares; 2025Q1: 2,285 shares; 2025Q2: 2,169 shares; 2025Q3: 2,179 shares; 2025Q4: 2,229 shares; 2026Q1: 2,148 shares 2,148 $282K 0.01% -81 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 3,676 shares; 2025Q1: 3,607 shares; 2025Q2: 3,607 shares; 2025Q3: 3,634 shares; 2025Q4: 3,634 shares; 2026Q1: 3,447 shares 3,447 $279K 0.01% -187 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,118 shares 1,118 $277K 0.01% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 3,289 shares; 2025Q1: 3,287 shares; 2025Q2: 3,238 shares; 2025Q3: 3,244 shares; 2025Q4: 3,244 shares; 2026Q1: 2,867 shares 2,867 $276K 0.01% -377 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,530 shares; 2026Q1: 3,700 shares 3,700 $273K 0.01% +170 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,356 shares; 2025Q3: 3,467 shares; 2025Q4: 3,215 shares; 2026Q1: 3,011 shares 3,011 $272K 0.01% -204 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,399 shares; 2024Q4: 3,399 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,873 shares; 2026Q1: 3,501 shares 3,501 $270K 0.01% +628 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,146 shares; 2024Q4: 1,856 shares; 2025Q1: 1,856 shares; 2025Q2: 1,856 shares; 2025Q3: 1,856 shares; 2025Q4: 1,856 shares; 2026Q1: 1,856 shares 1,856 $270K 0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 10,756 shares; 2025Q1: 10,084 shares; 2025Q2: 10,101 shares; 2025Q3: 10,265 shares; 2025Q4: 10,282 shares; 2026Q1: 8,762 shares 8,762 $269K 0.01% -1,520 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,238 shares; 2025Q3: 2,238 shares; 2025Q4: 2,238 shares; 2026Q1: 2,238 shares 2,238 $265K 0.01% 0 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,394 shares; 2024Q4: 22,005 shares; 2025Q1: 21,172 shares; 2025Q2: 21,172 shares; 2025Q3: 16,606 shares; 2025Q4: 16,606 shares; 2026Q1: 15,223 shares 15,223 $265K 0.01% -1,383 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,198 shares; 2025Q1: 1,198 shares; 2025Q2: 1,198 shares; 2025Q3: 1,198 shares; 2025Q4: 1,198 shares; 2026Q1: 1,203 shares 1,203 $263K 0.01% +5 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 704 shares; 2025Q2: 876 shares; 2025Q3: 768 shares; 2025Q4: 597 shares; 2026Q1: 597 shares 597 $257K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,062 shares 4,062 $253K 0.01% new Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,969 shares; 2024Q4: 9,969 shares; 2025Q1: 9,878 shares; 2025Q2: 9,541 shares; 2025Q3: 8,915 shares; 2025Q4: 8,482 shares; 2026Q1: 7,332 shares 7,332 $253K 0.01% -1,150 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,451 shares; 2025Q1: 6,272 shares; 2025Q2: 12,104 shares; 2025Q3: 12,311 shares; 2025Q4: 5,629 shares; 2026Q1: 5,629 shares 5,629 $250K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,734 shares; 2024Q4: 3,734 shares; 2025Q1: 3,586 shares; 2025Q2: 3,470 shares; 2025Q3: 3,218 shares; 2025Q4: 3,218 shares; 2026Q1: 3,218 shares 3,218 $248K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 634 shares; 2025Q1: 613 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 585 shares; 2026Q1: 585 shares 585 $244K 0.01% 0 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,833 shares; 2025Q1: 18,560 shares; 2025Q2: 14,048 shares; 2025Q3: 11,959 shares; 2025Q4: not reported; 2026Q1: 7,777 shares 7,777 $242K 0.01% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,366 shares; 2025Q4: 1,491 shares; 2026Q1: 1,628 shares 1,628 $238K 0.01% +137 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,336 shares; 2024Q4: 3,125 shares; 2025Q1: 2,970 shares; 2025Q2: 2,907 shares; 2025Q3: 2,802 shares; 2025Q4: 2,588 shares; 2026Q1: 2,307 shares 2,307 $237K 0.01% -281 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,647 shares 2,647 $236K 0.01% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,569 shares; 2025Q2: 1,503 shares; 2025Q3: 1,501 shares; 2025Q4: 1,501 shares; 2026Q1: 1,422 shares 1,422 $235K 0.01% -79 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 3,494 shares; 2025Q1: 3,392 shares; 2025Q2: 3,264 shares; 2025Q3: 3,194 shares; 2025Q4: 2,886 shares; 2026Q1: 2,392 shares 2,392 $231K 0.01% -494 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,738 shares 1,738 $228K 0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,391 shares; 2026Q1: 9,391 shares 9,391 $224K 0.01% 0 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,161 shares; 2024Q4: 11,563 shares; 2025Q1: 10,205 shares; 2025Q2: 8,651 shares; 2025Q3: 6,616 shares; 2025Q4: not reported; 2026Q1: 3,110 shares 3,110 $223K 0.01% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,154 shares; 2025Q1: 943 shares; 2025Q2: 716 shares; 2025Q3: 696 shares; 2025Q4: 696 shares; 2026Q1: 696 shares 696 $221K 0.01% 0 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,826 shares; 2024Q4: 8,399 shares; 2025Q1: 8,869 shares; 2025Q2: 9,893 shares; 2025Q3: 9,780 shares; 2025Q4: 9,426 shares; 2026Q1: 7,934 shares 7,934 $214K 0.01% -1,492 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,832 shares 2,832 $214K 0.01% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,425 shares; 2024Q4: 9,155 shares; 2025Q1: 8,121 shares; 2025Q2: not reported; 2025Q3: 8,429 shares; 2025Q4: 8,221 shares; 2026Q1: 8,504 shares 8,504 $211K 0.01% +283 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,501 shares; 2024Q4: 4,296 shares; 2025Q1: 3,067 shares; 2025Q2: 1,418 shares; 2025Q3: 1,125 shares; 2025Q4: 748 shares; 2026Q1: 699 shares 699 $209K 0.01% -49 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 703 shares 703 $209K 0.01% new Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,637 shares; 2025Q3: 22,406 shares; 2025Q4: 18,800 shares; 2026Q1: 15,702 shares 15,702 $156K 0.01% -3,098 Timeline SSP SCRIPPS E W CO OHIO More: the full row for SCRIPPS E W CO OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,000 shares; 2025Q1: 34,000 shares; 2025Q2: 34,000 shares; 2025Q3: 34,000 shares; 2025Q4: 34,000 shares; 2026Q1: 34,000 shares 34,000 $126K 0.01% 0 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,780 shares; 2025Q2: 14,780 shares; 2025Q3: 14,780 shares; 2025Q4: 14,780 shares; 2026Q1: 14,780 shares 14,780 $119K 0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,007 shares; 2024Q4: 25,699 shares; 2025Q1: 25,345 shares; 2025Q2: 21,755 shares; 2025Q3: 16,544 shares; 2025Q4: 14,821 shares; 2026Q1: 13,739 shares 13,739 $82K <0.01% -1,082 Timeline