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: 104,893 shares; 2024Q4: 108,627 shares; 2025Q1: 114,167 shares; 2025Q2: 115,991 shares; 2025Q3: 114,906 shares; 2025Q4: 116,821 shares; 2026Q1: 132,126 shares 132,126 $48.9M 4.22% +15,305 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: 153,133 shares; 2024Q4: 152,944 shares; 2025Q1: 149,485 shares; 2025Q2: 150,050 shares; 2025Q3: 146,212 shares; 2025Q4: 148,466 shares; 2026Q1: 150,196 shares 150,196 $46.5M 4.01% +1,730 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: 174,699 shares; 2024Q4: 178,247 shares; 2025Q1: 180,143 shares; 2025Q2: 199,740 shares; 2025Q3: 195,407 shares; 2025Q4: 194,642 shares; 2026Q1: 199,436 shares 199,436 $34.8M 3% +4,794 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: 121,867 shares; 2024Q4: 107,774 shares; 2025Q1: 126,764 shares; 2025Q2: 132,562 shares; 2025Q3: 135,643 shares; 2025Q4: 139,811 shares; 2026Q1: 141,088 shares 141,088 $29.2M 2.52% +1,277 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: 29,948 shares; 2024Q4: 27,141 shares; 2025Q1: 28,602 shares; 2025Q2: 31,079 shares; 2025Q3: 36,220 shares; 2025Q4: 40,544 shares; 2026Q1: 46,212 shares 46,212 $27.6M 2.38% +5,668 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: 138,719 shares; 2024Q4: 136,017 shares; 2025Q1: 125,720 shares; 2025Q2: 103,674 shares; 2025Q3: 99,500 shares; 2025Q4: 108,156 shares; 2026Q1: 102,703 shares 102,703 $26.1M 2.25% -5,453 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,654 shares; 2024Q4: 113,380 shares; 2025Q1: 123,179 shares; 2025Q2: 127,667 shares; 2025Q3: 133,043 shares; 2025Q4: 121,242 shares; 2026Q1: 144,775 shares 144,775 $25M 2.16% +23,533 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330,222 shares; 2024Q4: 330,222 shares; 2025Q1: 343,296 shares; 2025Q2: 230,392 shares; 2025Q3: 232,751 shares; 2025Q4: 233,918 shares; 2026Q1: 251,355 shares 251,355 $23.3M 2.01% +17,437 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,870 shares; 2025Q1: 17,138 shares; 2025Q2: 17,325 shares; 2025Q3: 17,271 shares; 2025Q4: 17,040 shares; 2026Q1: 15,755 shares 15,755 $23.2M 2% -1,285 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: 79,286 shares; 2024Q4: 77,983 shares; 2025Q1: 75,787 shares; 2025Q2: 74,257 shares; 2025Q3: 72,479 shares; 2025Q4: 72,277 shares; 2026Q1: 72,515 shares 72,515 $21.3M 1.84% +238 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: 78,276 shares; 2024Q4: 79,400 shares; 2025Q1: 79,144 shares; 2025Q2: 80,771 shares; 2025Q3: 83,102 shares; 2025Q4: 91,822 shares; 2026Q1: 100,569 shares 100,569 $20.9M 1.81% +8,747 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: not reported; 2024Q4: 76,867 shares; 2025Q1: 114,151 shares; 2025Q2: 117,372 shares; 2025Q3: 124,776 shares; 2025Q4: 128,868 shares; 2026Q1: 132,355 shares 132,355 $20.6M 1.77% +3,487 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: 62,888 shares; 2024Q4: 63,709 shares; 2025Q1: 60,863 shares; 2025Q2: 59,954 shares; 2025Q3: 60,519 shares; 2025Q4: 61,469 shares; 2026Q1: 66,047 shares 66,047 $20M 1.72% +4,578 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,075 shares; 2024Q4: 10,293 shares; 2025Q1: 12,734 shares; 2025Q2: 14,298 shares; 2025Q3: 15,890 shares; 2025Q4: 15,441 shares; 2026Q1: 14,990 shares 14,990 $19.8M 1.71% -451 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: 30,436 shares; 2024Q4: 30,280 shares; 2025Q1: 31,204 shares; 2025Q2: 30,898 shares; 2025Q3: 31,500 shares; 2025Q4: 31,536 shares; 2026Q1: 30,435 shares 30,435 $18.4M 1.59% -1,101 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: 64,787 shares; 2024Q4: 74,737 shares; 2025Q1: 74,922 shares; 2025Q2: 76,757 shares; 2025Q3: 61,747 shares; 2025Q4: 62,094 shares; 2026Q1: 62,021 shares 62,021 $17.8M 1.54% -73 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: 401,192 shares; 2024Q4: 234,088 shares; 2025Q1: 451,152 shares; 2025Q2: 370,026 shares; 2025Q3: 365,972 shares; 2025Q4: 556,506 shares; 2026Q1: 612,350 shares 612,350 $17.6M 1.52% +55,844 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: 172,280 shares; 2024Q4: 131,544 shares; 2025Q1: 175,503 shares; 2025Q2: 179,751 shares; 2025Q3: 178,655 shares; 2025Q4: 181,571 shares; 2026Q1: 193,062 shares 193,062 $16.7M 1.44% +11,491 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: 18,732 shares; 2024Q4: 22,749 shares; 2025Q1: 24,426 shares; 2025Q2: 24,758 shares; 2025Q3: 24,370 shares; 2025Q4: 24,594 shares; 2026Q1: 23,960 shares 23,960 $16.3M 1.41% -634 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: 41,152 shares; 2024Q4: 41,499 shares; 2025Q1: 41,732 shares; 2025Q2: 41,207 shares; 2025Q3: 41,828 shares; 2025Q4: 45,561 shares; 2026Q1: 49,274 shares 49,274 $16.1M 1.39% +3,713 Timeline DGRO 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: 128,985 shares; 2024Q4: 172,725 shares; 2025Q1: 142,314 shares; 2025Q2: 154,160 shares; 2025Q3: 163,718 shares; 2025Q4: 335,351 shares; 2026Q1: 225,324 shares 225,324 $15.8M 1.36% -110,027 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,487 shares 79,487 $15.7M 1.35% new 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: 60,989 shares; 2024Q4: 60,902 shares; 2025Q1: 61,969 shares; 2025Q2: 62,135 shares; 2025Q3: 61,663 shares; 2025Q4: 63,921 shares; 2026Q1: 63,934 shares 63,934 $15.1M 1.3% +13 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: 13,569 shares; 2024Q4: 13,432 shares; 2025Q1: 13,389 shares; 2025Q2: 13,093 shares; 2025Q3: 13,120 shares; 2025Q4: 13,847 shares; 2026Q1: 14,900 shares 14,900 $14.8M 1.28% +1,053 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: 49,540 shares; 2024Q4: 48,304 shares; 2025Q1: 47,493 shares; 2025Q2: 48,691 shares; 2025Q3: 45,110 shares; 2025Q4: 44,410 shares; 2026Q1: 43,720 shares 43,720 $14.8M 1.27% -690 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: 34,397 shares; 2024Q4: 34,599 shares; 2025Q1: 34,976 shares; 2025Q2: 35,689 shares; 2025Q3: 44,105 shares; 2025Q4: 42,123 shares; 2026Q1: 40,985 shares 40,985 $14M 1.21% -1,138 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: 153,704 shares; 2024Q4: 155,598 shares; 2025Q1: 126,901 shares; 2025Q2: 123,578 shares; 2025Q3: 121,883 shares; 2025Q4: 123,907 shares; 2026Q1: 128,814 shares 128,814 $13.2M 1.14% +4,907 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,065 shares; 2024Q4: 352,165 shares; 2025Q1: 104,607 shares; 2025Q2: 122,876 shares; 2025Q3: 146,204 shares; 2025Q4: 142,262 shares; 2026Q1: 139,704 shares 139,704 $13.1M 1.13% -2,558 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,549 shares; 2024Q4: 87,329 shares; 2025Q1: 91,030 shares; 2025Q2: 109,847 shares; 2025Q3: 121,256 shares; 2025Q4: 131,598 shares; 2026Q1: 118,045 shares 118,045 $12.9M 1.12% -13,553 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,879 shares; 2024Q4: 60,609 shares; 2025Q1: 42,128 shares; 2025Q2: 41,858 shares; 2025Q3: 42,268 shares; 2025Q4: 38,080 shares; 2026Q1: 42,351 shares 42,351 $12.3M 1.06% +4,271 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,674 shares; 2024Q4: 40,296 shares; 2025Q1: 39,654 shares; 2025Q2: 39,223 shares; 2025Q3: 39,363 shares; 2025Q4: 40,050 shares; 2026Q1: 41,220 shares 41,220 $12.2M 1.05% +1,170 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,818 shares; 2024Q4: 90,735 shares; 2025Q1: 130,567 shares; 2025Q2: 131,351 shares; 2025Q3: 132,652 shares; 2025Q4: 133,843 shares; 2026Q1: 141,928 shares 141,928 $12M 1.04% +8,085 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: 30,779 shares; 2024Q4: 31,018 shares; 2025Q1: 31,495 shares; 2025Q2: 31,491 shares; 2025Q3: 31,623 shares; 2025Q4: 31,972 shares; 2026Q1: 32,203 shares 32,203 $11.3M 0.98% +231 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,969 shares; 2024Q4: 14,926 shares; 2025Q1: 14,715 shares; 2025Q2: 10,811 shares; 2025Q3: 11,010 shares; 2025Q4: 11,072 shares; 2026Q1: 11,069 shares 11,069 $10.6M 0.92% -3 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: 10,093 shares; 2024Q4: 10,554 shares; 2025Q1: 12,078 shares; 2025Q2: 14,839 shares; 2025Q3: 14,957 shares; 2025Q4: 15,351 shares; 2026Q1: 17,210 shares 17,210 $9.85M 0.85% +1,859 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: 40,304 shares; 2024Q4: 40,214 shares; 2025Q1: 40,542 shares; 2025Q2: 40,419 shares; 2025Q3: 40,364 shares; 2025Q4: 52,223 shares; 2026Q1: 65,208 shares 65,208 $9.42M 0.81% +12,985 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: not reported; 2024Q4: 13,253 shares; 2025Q1: 13,201 shares; 2025Q2: 13,207 shares; 2025Q3: 13,291 shares; 2025Q4: 13,253 shares; 2026Q1: 12,877 shares 12,877 $9.12M 0.79% -376 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: 34,258 shares; 2024Q4: 34,024 shares; 2025Q1: 34,990 shares; 2025Q2: 34,688 shares; 2025Q3: 34,562 shares; 2025Q4: 36,561 shares; 2026Q1: 38,804 shares 38,804 $8.77M 0.76% +2,243 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: 6,541 shares; 2024Q4: 6,865 shares; 2025Q1: 29,481 shares; 2025Q2: 33,134 shares; 2025Q3: 30,032 shares; 2025Q4: 28,708 shares; 2026Q1: 29,367 shares 29,367 $8.67M 0.75% +659 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,926 shares; 2024Q4: 8,144 shares; 2025Q1: 8,554 shares; 2025Q2: 9,191 shares; 2025Q3: 9,812 shares; 2025Q4: 11,674 shares; 2026Q1: 15,204 shares 15,204 $8.2M 0.71% +3,530 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: not reported; 2024Q4: not reported; 2025Q1: 32,765 shares; 2025Q2: 34,072 shares; 2025Q3: 34,750 shares; 2025Q4: 36,613 shares; 2026Q1: 38,113 shares 38,113 $7.93M 0.68% +1,500 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: 49,234 shares; 2024Q4: 49,749 shares; 2025Q1: 52,230 shares; 2025Q2: 52,961 shares; 2025Q3: 52,517 shares; 2025Q4: 53,152 shares; 2026Q1: 58,507 shares 58,507 $7.53M 0.65% +5,355 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: not reported; 2024Q4: 59,963 shares; 2025Q1: 57,669 shares; 2025Q2: 57,007 shares; 2025Q3: 59,883 shares; 2025Q4: 60,254 shares; 2026Q1: 59,151 shares 59,151 $7.35M 0.63% -1,103 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,445 shares; 2024Q4: 22,269 shares; 2025Q1: 34,255 shares; 2025Q2: 53,776 shares; 2025Q3: 54,371 shares; 2025Q4: 54,428 shares; 2026Q1: 54,675 shares 54,675 $7.23M 0.62% +247 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,562 shares; 2024Q4: 140,532 shares; 2025Q1: 145,404 shares; 2025Q2: 155,823 shares; 2025Q3: 169,768 shares; 2025Q4: 176,229 shares; 2026Q1: 179,566 shares 179,566 $6.79M 0.59% +3,337 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: 27,072 shares; 2024Q4: 26,921 shares; 2025Q1: 26,758 shares; 2025Q2: 26,378 shares; 2025Q3: 24,398 shares; 2025Q4: 24,434 shares; 2026Q1: 23,656 shares 23,656 $6.79M 0.59% -778 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: not reported; 2024Q4: 11,045 shares; 2025Q1: 17,805 shares; 2025Q2: 18,409 shares; 2025Q3: 19,256 shares; 2025Q4: 20,589 shares; 2026Q1: 24,515 shares 24,515 $6.54M 0.56% +3,926 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: 11,103 shares; 2024Q4: 11,155 shares; 2025Q1: 11,149 shares; 2025Q2: 11,208 shares; 2025Q3: 11,662 shares; 2025Q4: 11,774 shares; 2026Q1: 12,912 shares 12,912 $6.45M 0.56% +1,138 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,308 shares; 2025Q1: 7,194 shares; 2025Q2: 6,947 shares; 2025Q3: 7,854 shares; 2025Q4: 7,712 shares; 2026Q1: 7,548 shares 7,548 $6.39M 0.55% -164 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: 11,071 shares; 2024Q4: 11,305 shares; 2025Q1: 11,203 shares; 2025Q2: 11,099 shares; 2025Q3: 11,607 shares; 2025Q4: 11,151 shares; 2026Q1: 10,958 shares 10,958 $6.32M 0.55% -193 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,975 shares; 2025Q1: 31,881 shares; 2025Q2: 31,508 shares; 2025Q3: 30,140 shares; 2025Q4: 28,287 shares; 2026Q1: 25,776 shares 25,776 $6.29M 0.54% -2,511 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: 45,687 shares; 2025Q1: 38,105 shares; 2025Q2: 33,638 shares; 2025Q3: 32,449 shares; 2025Q4: 30,372 shares; 2026Q1: 29,343 shares 29,343 $6.27M 0.54% -1,029 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: not reported; 2024Q4: 38,103 shares; 2025Q1: 37,996 shares; 2025Q2: 37,259 shares; 2025Q3: 36,563 shares; 2025Q4: 37,345 shares; 2026Q1: 36,195 shares 36,195 $6.14M 0.53% -1,150 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,541 shares 57,541 $6.13M 0.53% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,019 shares; 2024Q4: 18,348 shares; 2025Q1: 19,406 shares; 2025Q2: 28,798 shares; 2025Q3: 30,630 shares; 2025Q4: 31,247 shares; 2026Q1: 32,735 shares 32,735 $5.9M 0.51% +1,488 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,345 shares; 2024Q4: 54,489 shares; 2025Q1: 55,498 shares; 2025Q2: 54,068 shares; 2025Q3: 55,258 shares; 2025Q4: 62,087 shares; 2026Q1: 59,149 shares 59,149 $5.87M 0.51% -2,938 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,374 shares; 2024Q4: 8,612 shares; 2025Q1: 7,347 shares; 2025Q2: 6,807 shares; 2025Q3: 6,985 shares; 2025Q4: 35,664 shares; 2026Q1: 55,048 shares 55,048 $5.76M 0.5% +19,384 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: not reported; 2024Q4: not reported; 2025Q1: 37,257 shares; 2025Q2: 65,427 shares; 2025Q3: 65,427 shares; 2025Q4: 298,361 shares; 2026Q1: 182,315 shares 182,315 $5.59M 0.48% -116,046 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: 3,013 shares; 2025Q1: 3,021 shares; 2025Q2: 3,029 shares; 2025Q3: 2,974 shares; 2025Q4: 2,974 shares; 2026Q1: 3,210 shares 3,210 $5.55M 0.48% +236 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,067 shares; 2026Q1: 141,181 shares 141,181 $5.5M 0.47% +117,114 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: not reported; 2024Q4: 7,147 shares; 2025Q1: 8,229 shares; 2025Q2: 9,141 shares; 2025Q3: 10,425 shares; 2025Q4: 12,000 shares; 2026Q1: 11,331 shares 11,331 $5.43M 0.47% -669 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,373 shares; 2024Q4: 67,635 shares; 2025Q1: 69,749 shares; 2025Q2: 74,362 shares; 2025Q3: 82,438 shares; 2025Q4: 87,244 shares; 2026Q1: 94,964 shares 94,964 $5.42M 0.47% +7,720 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: 9,505 shares; 2024Q4: 9,540 shares; 2025Q1: 9,783 shares; 2025Q2: 10,154 shares; 2025Q3: 10,212 shares; 2025Q4: 10,214 shares; 2026Q1: 10,684 shares 10,684 $5.25M 0.45% +470 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: 177,331 shares; 2024Q4: 176,939 shares; 2025Q1: 171,008 shares; 2025Q2: 166,475 shares; 2025Q3: 162,740 shares; 2025Q4: 81,606 shares; 2026Q1: 66,851 shares 66,851 $5.19M 0.45% -14,755 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: not reported; 2024Q4: 2,297 shares; 2025Q1: 2,321 shares; 2025Q2: 3,160 shares; 2025Q3: 5,433 shares; 2025Q4: 5,452 shares; 2026Q1: 5,576 shares 5,576 $5.13M 0.44% +124 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,769 shares; 2024Q4: 17,036 shares; 2025Q1: 16,803 shares; 2025Q2: 17,139 shares; 2025Q3: 18,987 shares; 2025Q4: 21,625 shares; 2026Q1: 27,414 shares 27,414 $5.12M 0.44% +5,789 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,227 shares; 2024Q4: 42,899 shares; 2025Q1: 45,331 shares; 2025Q2: 51,511 shares; 2025Q3: 59,255 shares; 2025Q4: 67,493 shares; 2026Q1: 72,840 shares 72,840 $4.99M 0.43% +5,347 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 302,506 shares; 2026Q1: 275,506 shares 275,506 $4.96M 0.43% -27,000 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,694 shares; 2024Q4: 18,678 shares; 2025Q1: 31,103 shares; 2025Q2: 50,879 shares; 2025Q3: 51,709 shares; 2025Q4: 54,403 shares; 2026Q1: 60,562 shares 60,562 $4.92M 0.42% +6,159 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: 21,316 shares; 2024Q4: 24,486 shares; 2025Q1: 28,322 shares; 2025Q2: 31,249 shares; 2025Q3: 33,687 shares; 2025Q4: 33,469 shares; 2026Q1: 34,695 shares 34,695 $4.54M 0.39% +1,226 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: 92,555 shares; 2024Q4: 94,506 shares; 2025Q1: 101,187 shares; 2025Q2: 101,818 shares; 2025Q3: 100,936 shares; 2025Q4: 105,736 shares; 2026Q1: 109,989 shares 109,989 $4.52M 0.39% +4,253 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,293 shares; 2024Q4: 8,181 shares; 2025Q1: 8,065 shares; 2025Q2: 7,837 shares; 2025Q3: 8,511 shares; 2025Q4: 8,679 shares; 2026Q1: 10,070 shares 10,070 $4.35M 0.38% +1,391 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,543 shares; 2024Q4: 34,782 shares; 2025Q1: 34,304 shares; 2025Q2: 34,277 shares; 2025Q3: 37,325 shares; 2025Q4: 38,456 shares; 2026Q1: 53,071 shares 53,071 $4.34M 0.37% +14,615 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: 50,711 shares; 2024Q4: 50,401 shares; 2025Q1: 52,810 shares; 2025Q2: 52,266 shares; 2025Q3: 83,131 shares; 2025Q4: 85,830 shares; 2026Q1: 85,433 shares 85,433 $4.29M 0.37% -397 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,310 shares; 2024Q4: 62,386 shares; 2025Q1: 63,888 shares; 2025Q2: 66,923 shares; 2025Q3: 70,376 shares; 2025Q4: 74,231 shares; 2026Q1: 74,559 shares 74,559 $4.23M 0.36% +328 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: 28,446 shares; 2024Q4: 28,431 shares; 2025Q1: 28,574 shares; 2025Q2: 28,896 shares; 2025Q3: 30,004 shares; 2025Q4: 24,952 shares; 2026Q1: 20,461 shares 20,461 $4.06M 0.35% -4,491 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,881 shares; 2024Q4: 22,859 shares; 2025Q1: 18,225 shares; 2025Q2: 18,081 shares; 2025Q3: 17,972 shares; 2025Q4: 18,517 shares; 2026Q1: 22,892 shares 22,892 $4.02M 0.35% +4,375 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: 2,348 shares; 2024Q4: 3,348 shares; 2025Q1: 3,478 shares; 2025Q2: 3,398 shares; 2025Q3: 3,399 shares; 2025Q4: 3,399 shares; 2026Q1: 5,711 shares 5,711 $3.98M 0.34% +2,312 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: 3,195 shares; 2024Q4: 3,208 shares; 2025Q1: 3,266 shares; 2025Q2: 3,265 shares; 2025Q3: 5,905 shares; 2025Q4: 5,679 shares; 2026Q1: 5,795 shares 5,795 $3.77M 0.33% +116 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,083 shares; 2025Q1: 34,379 shares; 2025Q2: 34,381 shares; 2025Q3: 28,839 shares; 2025Q4: 29,014 shares; 2026Q1: 35,185 shares 35,185 $3.73M 0.32% +6,171 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: 50,451 shares; 2024Q4: 44,790 shares; 2025Q1: 16,618 shares; 2025Q2: 15,533 shares; 2025Q3: 15,299 shares; 2025Q4: 15,404 shares; 2026Q1: 15,028 shares 15,028 $3.67M 0.32% -376 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,422 shares; 2025Q1: 74,422 shares; 2025Q2: 74,427 shares; 2025Q3: 64,064 shares; 2025Q4: 65,293 shares; 2026Q1: 73,330 shares 73,330 $3.66M 0.32% +8,037 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,408 shares; 2024Q4: 43,628 shares; 2025Q1: 41,854 shares; 2025Q2: 44,883 shares; 2025Q3: 48,752 shares; 2025Q4: 51,901 shares; 2026Q1: 50,048 shares 50,048 $3.64M 0.31% -1,853 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: not reported; 2024Q4: 18,021 shares; 2025Q1: 17,837 shares; 2025Q2: 17,306 shares; 2025Q3: 17,025 shares; 2025Q4: 17,240 shares; 2026Q1: 16,628 shares 16,628 $3.62M 0.31% -612 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,118 shares; 2024Q4: 24,249 shares; 2025Q1: 26,386 shares; 2025Q2: 22,917 shares; 2025Q3: 24,021 shares; 2025Q4: 19,811 shares; 2026Q1: 30,298 shares 30,298 $3.58M 0.31% +10,487 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,440 shares; 2024Q4: 63,146 shares; 2025Q1: 66,190 shares; 2025Q2: 65,461 shares; 2025Q3: 64,894 shares; 2025Q4: 67,159 shares; 2026Q1: 75,820 shares 75,820 $3.43M 0.3% +8,661 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,930 shares; 2024Q4: 7,006 shares; 2025Q1: 7,814 shares; 2025Q2: 57,934 shares; 2025Q3: 62,547 shares; 2025Q4: 59,691 shares; 2026Q1: 93,399 shares 93,399 $3.43M 0.3% +33,708 Timeline IBDV 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: 16,868 shares; 2025Q3: 49,365 shares; 2025Q4: 93,926 shares; 2026Q1: 154,184 shares 154,184 $3.38M 0.29% +60,258 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: 73,220 shares; 2024Q4: 73,851 shares; 2025Q1: 75,514 shares; 2025Q2: 74,787 shares; 2025Q3: 75,372 shares; 2025Q4: 57,255 shares; 2026Q1: 16,185 shares 16,185 $3.14M 0.27% -41,070 Timeline QQQM 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: 4,511 shares; 2024Q4: 4,405 shares; 2025Q1: 6,207 shares; 2025Q2: 7,670 shares; 2025Q3: 9,154 shares; 2025Q4: 11,877 shares; 2026Q1: 13,211 shares 13,211 $3.14M 0.27% +1,334 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: 4,111 shares; 2024Q4: 5,585 shares; 2025Q1: 9,450 shares; 2025Q2: 13,946 shares; 2025Q3: 17,895 shares; 2025Q4: 22,365 shares; 2026Q1: 25,169 shares 25,169 $3.13M 0.27% +2,804 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,984 shares; 2024Q4: 10,117 shares; 2025Q1: 10,572 shares; 2025Q2: 12,518 shares; 2025Q3: 14,710 shares; 2025Q4: 10,567 shares; 2026Q1: 12,856 shares 12,856 $3.13M 0.27% +2,289 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,651 shares; 2024Q4: 191,742 shares; 2025Q1: 183,739 shares; 2025Q2: 197,826 shares; 2025Q3: 208,528 shares; 2025Q4: 218,866 shares; 2026Q1: 211,706 shares 211,706 $3.02M 0.26% -7,160 Timeline AOS SMITH A O CORP More: the full row for SMITH A O 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: 23,821 shares; 2025Q3: 26,556 shares; 2025Q4: 34,271 shares; 2026Q1: 44,756 shares 44,756 $2.95M 0.25% +10,485 Timeline IBDU 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: 28,248 shares; 2025Q3: 66,100 shares; 2025Q4: 89,377 shares; 2026Q1: 123,350 shares 123,350 $2.87M 0.25% +33,973 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,167 shares; 2025Q1: 35,500 shares; 2025Q2: 35,500 shares; 2025Q3: 35,500 shares; 2025Q4: 20,500 shares; 2026Q1: 20,500 shares 20,500 $2.59M 0.22% 0 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: 23,383 shares; 2024Q4: 23,363 shares; 2025Q1: 22,924 shares; 2025Q2: 22,517 shares; 2025Q3: 22,646 shares; 2025Q4: 9,877 shares; 2026Q1: 7,795 shares 7,795 $2.56M 0.22% -2,082 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,129 shares; 2024Q4: 84,533 shares; 2025Q1: 87,076 shares; 2025Q2: 101,062 shares; 2025Q3: 118,568 shares; 2025Q4: 127,369 shares; 2026Q1: 138,551 shares 138,551 $2.5M 0.22% +11,182 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,123 shares; 2024Q4: 20,821 shares; 2025Q1: 22,591 shares; 2025Q2: 22,395 shares; 2025Q3: 21,022 shares; 2025Q4: 10,949 shares; 2026Q1: 11,601 shares 11,601 $2.36M 0.2% +652 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,437 shares; 2024Q4: 114,135 shares; 2025Q1: 111,222 shares; 2025Q2: 112,742 shares; 2025Q3: 105,599 shares; 2025Q4: 106,073 shares; 2026Q1: 106,134 shares 106,134 $2.34M 0.2% +61 Timeline DFAS 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: 9,803 shares; 2026Q1: 32,021 shares 32,021 $2.28M 0.2% +22,218 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,915 shares; 2025Q1: 14,059 shares; 2025Q2: 14,059 shares; 2025Q3: 14,061 shares; 2025Q4: 14,143 shares; 2026Q1: 14,215 shares 14,215 $2.21M 0.19% +72 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: 103,746 shares; 2024Q4: 99,590 shares; 2025Q1: 97,104 shares; 2025Q2: 98,520 shares; 2025Q3: 89,003 shares; 2025Q4: 66,607 shares; 2026Q1: 88,465 shares 88,465 $2.19M 0.19% +21,858 Timeline IBDT 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: 12,983 shares; 2025Q3: 40,571 shares; 2025Q4: 53,893 shares; 2026Q1: 79,515 shares 79,515 $2.01M 0.17% +25,622 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,536 shares; 2025Q1: 14,200 shares; 2025Q2: 13,082 shares; 2025Q3: 14,382 shares; 2025Q4: 13,827 shares; 2026Q1: 13,259 shares 13,259 $1.93M 0.17% -568 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,744 shares; 2024Q4: 85,136 shares; 2025Q1: 84,614 shares; 2025Q2: 85,623 shares; 2025Q3: 84,986 shares; 2025Q4: 97,600 shares; 2026Q1: 98,116 shares 98,116 $1.89M 0.16% +516 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: not reported; 2024Q4: 9,970 shares; 2025Q1: 8,690 shares; 2025Q2: 8,296 shares; 2025Q3: 7,941 shares; 2025Q4: 7,314 shares; 2026Q1: 7,225 shares 7,225 $1.88M 0.16% -89 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,679 shares; 2024Q4: 11,656 shares; 2025Q1: 10,620 shares; 2025Q2: 5,619 shares; 2025Q3: 5,027 shares; 2025Q4: 4,986 shares; 2026Q1: 4,526 shares 4,526 $1.77M 0.15% -460 Timeline IBDS 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: 8,871 shares; 2025Q3: 34,118 shares; 2025Q4: 48,078 shares; 2026Q1: 72,465 shares 72,465 $1.76M 0.15% +24,387 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,638 shares; 2024Q4: 1,619 shares; 2025Q1: 1,564 shares; 2025Q2: 1,504 shares; 2025Q3: 1,479 shares; 2025Q4: 1,467 shares; 2026Q1: 1,440 shares 1,440 $1.57M 0.14% -27 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: not reported; 2024Q4: 1,968 shares; 2025Q1: 1,884 shares; 2025Q2: 1,848 shares; 2025Q3: 1,800 shares; 2025Q4: 1,769 shares; 2026Q1: 1,799 shares 1,799 $1.56M 0.13% +30 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: 48,747 shares; 2024Q4: 21,382 shares; 2025Q1: 15,682 shares; 2025Q2: 11,275 shares; 2025Q3: 11,378 shares; 2025Q4: 9,842 shares; 2026Q1: 8,482 shares 8,482 $1.55M 0.13% -1,360 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: 4,772 shares; 2024Q4: 5,017 shares; 2025Q1: 5,145 shares; 2025Q2: 5,101 shares; 2025Q3: 5,121 shares; 2025Q4: 4,847 shares; 2026Q1: 4,793 shares 4,793 $1.54M 0.13% -54 Timeline IBDW 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: 15,997 shares; 2025Q4: 37,861 shares; 2026Q1: 70,298 shares 70,298 $1.47M 0.13% +32,437 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.12% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,636 shares; 2024Q4: 114,998 shares; 2025Q1: 158,253 shares; 2025Q2: 24,755 shares; 2025Q3: 10,078 shares; 2025Q4: 11,401 shares; 2026Q1: 12,436 shares 12,436 $1.43M 0.12% +1,035 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,053 shares; 2025Q1: 4,112 shares; 2025Q2: 4,011 shares; 2025Q3: 4,017 shares; 2025Q4: 4,022 shares; 2026Q1: 3,995 shares 3,995 $1.42M 0.12% -27 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,075 shares; 2024Q4: 7,367 shares; 2025Q1: 8,020 shares; 2025Q2: 8,104 shares; 2025Q3: 8,053 shares; 2025Q4: 8,614 shares; 2026Q1: 8,449 shares 8,449 $1.41M 0.12% -165 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,260 shares; 2024Q4: 13,260 shares; 2025Q1: 9,796 shares; 2025Q2: 9,796 shares; 2025Q3: 9,796 shares; 2025Q4: 9,819 shares; 2026Q1: 9,819 shares 9,819 $1.4M 0.12% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,949 shares; 2025Q1: 9,359 shares; 2025Q2: 8,209 shares; 2025Q3: 8,433 shares; 2025Q4: 8,589 shares; 2026Q1: 8,451 shares 8,451 $1.39M 0.12% -138 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,184 shares; 2024Q4: 48,673 shares; 2025Q1: 50,311 shares; 2025Q2: 56,278 shares; 2025Q3: 63,890 shares; 2025Q4: 67,288 shares; 2026Q1: 69,534 shares 69,534 $1.31M 0.11% +2,246 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: not reported; 2024Q4: 7,777 shares; 2025Q1: 7,560 shares; 2025Q2: 7,157 shares; 2025Q3: 6,970 shares; 2025Q4: 6,742 shares; 2026Q1: 6,768 shares 6,768 $1.31M 0.11% +26 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,457 shares; 2024Q4: 7,461 shares; 2025Q1: 6,506 shares; 2025Q2: 6,505 shares; 2025Q3: 6,500 shares; 2025Q4: 6,516 shares; 2026Q1: 6,510 shares 6,510 $1.25M 0.11% -6 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: 42,644 shares; 2024Q4: 39,297 shares; 2025Q1: 28,144 shares; 2025Q2: 23,948 shares; 2025Q3: 23,823 shares; 2025Q4: 25,216 shares; 2026Q1: 23,226 shares 23,226 $1.18M 0.1% -1,990 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: not reported; 2024Q4: 6,439 shares; 2025Q1: 6,411 shares; 2025Q2: 6,073 shares; 2025Q3: 6,205 shares; 2025Q4: 6,940 shares; 2026Q1: 7,190 shares 7,190 $1.15M 0.1% +250 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: 6,439 shares; 2025Q1: 6,869 shares; 2025Q2: 7,389 shares; 2025Q3: 8,143 shares; 2025Q4: 8,955 shares; 2026Q1: 7,578 shares 7,578 $1.11M 0.1% -1,377 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: not reported; 2024Q4: 5,140 shares; 2025Q1: 5,042 shares; 2025Q2: 5,001 shares; 2025Q3: 5,035 shares; 2025Q4: 5,420 shares; 2026Q1: 5,424 shares 5,424 $1.1M 0.1% +4 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,922 shares; 2024Q4: 4,854 shares; 2025Q1: 4,484 shares; 2025Q2: 4,564 shares; 2025Q3: 4,530 shares; 2025Q4: 4,867 shares; 2026Q1: 4,808 shares 4,808 $1.1M 0.1% -59 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: 6,318 shares; 2025Q1: 6,288 shares; 2025Q2: 6,295 shares; 2025Q3: 5,897 shares; 2025Q4: 6,436 shares; 2026Q1: 6,643 shares 6,643 $1.1M 0.09% +207 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,865 shares; 2025Q3: 1,979 shares; 2025Q4: 2,097 shares; 2026Q1: 2,611 shares 2,611 $1.04M 0.09% +514 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,425 shares; 2025Q1: 4,770 shares; 2025Q2: 4,833 shares; 2025Q3: 4,544 shares; 2025Q4: 4,577 shares; 2026Q1: 4,465 shares 4,465 $1.03M 0.09% -112 Timeline IBDR 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: 29,310 shares; 2025Q4: 42,896 shares; 2026Q1: 41,282 shares 41,282 $1M 0.09% -1,614 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,023 shares 9,023 $996K 0.09% new Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 274,617 shares; 2025Q1: 274,617 shares; 2025Q2: 199,501 shares; 2025Q3: 189,256 shares; 2025Q4: 179,588 shares; 2026Q1: 198,656 shares 198,656 $985K 0.09% +19,068 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,460 shares; 2025Q1: 22,460 shares; 2025Q2: 22,464 shares; 2025Q3: 22,464 shares; 2025Q4: 22,464 shares; 2026Q1: 22,011 shares 22,011 $985K 0.08% -453 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,877 shares 2,877 $974K 0.08% new 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: 1,025 shares; 2024Q4: 1,025 shares; 2025Q1: 1,023 shares; 2025Q2: 1,037 shares; 2025Q3: 2,278 shares; 2025Q4: 2,273 shares; 2026Q1: 2,270 shares 2,270 $968K 0.08% -3 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: not reported; 2024Q4: 20,919 shares; 2025Q1: 20,716 shares; 2025Q2: 20,361 shares; 2025Q3: 20,061 shares; 2025Q4: 20,285 shares; 2026Q1: 19,743 shares 19,743 $962K 0.08% -542 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: 98,415 shares; 2024Q4: 94,805 shares; 2025Q1: 92,533 shares; 2025Q2: 97,637 shares; 2025Q3: 46,480 shares; 2025Q4: 38,965 shares; 2026Q1: 32,997 shares 32,997 $957K 0.08% -5,968 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: not reported; 2024Q4: 3,384 shares; 2025Q1: 3,204 shares; 2025Q2: 3,016 shares; 2025Q3: 2,978 shares; 2025Q4: 3,160 shares; 2026Q1: 3,077 shares 3,077 $956K 0.08% -83 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,516 shares; 2024Q4: 4,462 shares; 2025Q1: 4,561 shares; 2025Q2: 4,869 shares; 2025Q3: 2,022 shares; 2025Q4: 2,028 shares; 2026Q1: 1,947 shares 1,947 $955K 0.08% -81 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,651 shares; 2024Q4: 139,535 shares; 2025Q1: 132,728 shares; 2025Q2: 33,667 shares; 2025Q3: 26,336 shares; 2025Q4: 22,321 shares; 2026Q1: 21,865 shares 21,865 $955K 0.08% -456 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,150 shares; 2025Q1: 1,144 shares; 2025Q2: 1,110 shares; 2025Q3: 1,023 shares; 2025Q4: 9,269 shares; 2026Q1: 9,823 shares 9,823 $944K 0.08% +554 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: not reported; 2024Q4: 4,339 shares; 2025Q1: 4,073 shares; 2025Q2: 3,897 shares; 2025Q3: 3,832 shares; 2025Q4: 3,860 shares; 2026Q1: 3,881 shares 3,881 $942K 0.08% +21 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,041 shares; 2025Q1: 3,020 shares; 2025Q2: 2,998 shares; 2025Q3: 2,505 shares; 2025Q4: 3,144 shares; 2026Q1: 3,308 shares 3,308 $939K 0.08% +164 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,316 shares; 2024Q4: 6,316 shares; 2025Q1: 6,335 shares; 2025Q2: 6,335 shares; 2025Q3: 6,332 shares; 2025Q4: 6,266 shares; 2026Q1: 6,266 shares 6,266 $928K 0.08% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,284 shares; 2026Q1: 7,807 shares 7,807 $892K 0.08% +4,523 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: 1,087 shares; 2024Q4: 1,087 shares; 2025Q1: 1,061 shares; 2025Q2: 1,061 shares; 2025Q3: 1,276 shares; 2025Q4: 1,276 shares; 2026Q1: 1,275 shares 1,275 $833K 0.07% -1 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: not reported; 2024Q4: 7,543 shares; 2025Q1: 7,202 shares; 2025Q2: 6,804 shares; 2025Q3: 7,678 shares; 2025Q4: 6,349 shares; 2026Q1: 6,176 shares 6,176 $815K 0.07% -173 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,071 shares; 2025Q1: 1,899 shares; 2025Q2: 1,666 shares; 2025Q3: 1,720 shares; 2025Q4: 3,394 shares; 2026Q1: 2,352 shares 2,352 $807K 0.07% -1,042 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,970 shares; 2025Q1: 3,984 shares; 2025Q2: 3,927 shares; 2025Q3: 4,347 shares; 2025Q4: 4,470 shares; 2026Q1: 4,051 shares 4,051 $806K 0.07% -419 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,255 shares; 2025Q1: 4,426 shares; 2025Q2: 4,374 shares; 2025Q3: 4,706 shares; 2025Q4: 4,414 shares; 2026Q1: 5,293 shares 5,293 $779K 0.07% +879 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,355 shares; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares; 2025Q3: 1,372 shares; 2025Q4: 1,703 shares; 2026Q1: 1,375 shares 1,375 $775K 0.07% -328 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: 1,411 shares; 2025Q1: 1,294 shares; 2025Q2: 4,377 shares; 2025Q3: 4,278 shares; 2025Q4: 4,266 shares; 2026Q1: 4,185 shares 4,185 $763K 0.07% -81 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,358 shares; 2025Q1: 1,582 shares; 2025Q2: 1,952 shares; 2025Q3: 2,036 shares; 2025Q4: 2,091 shares; 2026Q1: 2,042 shares 2,042 $759K 0.07% -49 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: 10,903 shares; 2024Q4: 10,645 shares; 2025Q1: 10,489 shares; 2025Q2: 10,489 shares; 2025Q3: 10,291 shares; 2025Q4: 10,291 shares; 2026Q1: 10,796 shares 10,796 $729K 0.06% +505 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,949 shares; 2025Q1: 11,621 shares; 2025Q2: 11,636 shares; 2025Q3: 11,772 shares; 2025Q4: 11,444 shares; 2026Q1: 11,497 shares 11,497 $721K 0.06% +53 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 632 shares; 2025Q1: 690 shares; 2025Q2: 654 shares; 2025Q3: 2,849 shares; 2025Q4: 1,471 shares; 2026Q1: 1,443 shares 1,443 $715K 0.06% -28 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,259 shares; 2024Q4: 7,259 shares; 2025Q1: 7,259 shares; 2025Q2: 7,259 shares; 2025Q3: 7,259 shares; 2025Q4: 7,259 shares; 2026Q1: 7,259 shares 7,259 $706K 0.06% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,926 shares; 2025Q1: 2,929 shares; 2025Q2: 2,935 shares; 2025Q3: 2,797 shares; 2025Q4: 3,514 shares; 2026Q1: 3,670 shares 3,670 $704K 0.06% +156 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,787 shares; 2025Q1: 1,787 shares; 2025Q2: 1,811 shares; 2025Q3: 1,811 shares; 2025Q4: 1,817 shares; 2026Q1: 1,821 shares 1,821 $698K 0.06% +4 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: 18,118 shares; 2024Q4: 17,959 shares; 2025Q1: 18,192 shares; 2025Q2: 2,699 shares; 2025Q3: 3,255 shares; 2025Q4: 2,484 shares; 2026Q1: 2,440 shares 2,440 $660K 0.06% -44 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 3,253 shares; 2025Q1: 7,925 shares; 2025Q2: 7,925 shares; 2025Q3: 7,903 shares; 2025Q4: 7,903 shares; 2026Q1: 7,903 shares 7,903 $654K 0.06% 0 Timeline IUSG 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: 4,714 shares; 2024Q4: 4,252 shares; 2025Q1: 4,220 shares; 2025Q2: 3,977 shares; 2025Q3: 3,977 shares; 2025Q4: 4,228 shares; 2026Q1: 4,201 shares 4,201 $652K 0.06% -27 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: 8,719 shares; 2024Q4: 8,612 shares; 2025Q1: 9,014 shares; 2025Q2: 11,250 shares; 2025Q3: 10,616 shares; 2025Q4: 10,451 shares; 2026Q1: 11,329 shares 11,329 $643K 0.06% +878 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: not reported; 2024Q4: 5,332 shares; 2025Q1: 5,074 shares; 2025Q2: 7,302 shares; 2025Q3: 7,694 shares; 2025Q4: 8,525 shares; 2026Q1: 7,895 shares 7,895 $629K 0.05% -630 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,799 shares; 2025Q1: 2,559 shares; 2025Q2: 2,416 shares; 2025Q3: 2,226 shares; 2025Q4: 2,065 shares; 2026Q1: 1,939 shares 1,939 $617K 0.05% -126 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: not reported; 2024Q4: 5,186 shares; 2025Q1: 6,092 shares; 2025Q2: 6,599 shares; 2025Q3: 5,696 shares; 2025Q4: 5,173 shares; 2026Q1: 5,057 shares 5,057 $608K 0.05% -116 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: not reported; 2024Q4: 6,210 shares; 2025Q1: 6,133 shares; 2025Q2: 5,446 shares; 2025Q3: 5,118 shares; 2025Q4: 5,518 shares; 2026Q1: 5,361 shares 5,361 $608K 0.05% -157 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: not reported; 2024Q4: 2,775 shares; 2025Q1: 2,751 shares; 2025Q2: 2,662 shares; 2025Q3: 2,571 shares; 2025Q4: 2,835 shares; 2026Q1: 2,483 shares 2,483 $602K 0.05% -352 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,676 shares; 2025Q1: 4,612 shares; 2025Q2: 4,567 shares; 2025Q3: 4,666 shares; 2025Q4: 4,574 shares; 2026Q1: 4,531 shares 4,531 $594K 0.05% -43 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 1,800 shares; 2025Q1: 1,802 shares; 2025Q2: 1,804 shares; 2025Q3: 1,802 shares; 2025Q4: 1,798 shares; 2026Q1: 1,799 shares 1,799 $591K 0.05% +1 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,052 shares; 2024Q4: 14,053 shares; 2025Q1: 21,326 shares; 2025Q2: 20,467 shares; 2025Q3: 16,468 shares; 2025Q4: 16,469 shares; 2026Q1: 7,525 shares 7,525 $590K 0.05% -8,944 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,282 shares; 2025Q1: 1,294 shares; 2025Q2: 1,615 shares; 2025Q3: 1,606 shares; 2025Q4: 1,128 shares; 2026Q1: 1,354 shares 1,354 $588K 0.05% +226 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,833 shares; 2025Q1: 7,567 shares; 2025Q2: 7,341 shares; 2025Q3: 7,090 shares; 2025Q4: 6,550 shares; 2026Q1: 6,087 shares 6,087 $588K 0.05% -463 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,619 shares; 2025Q1: 2,625 shares; 2025Q2: 2,694 shares; 2025Q3: 2,701 shares; 2025Q4: 2,581 shares; 2026Q1: 2,082 shares 2,082 $573K 0.05% -499 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,386 shares; 2025Q1: 3,525 shares; 2025Q2: 3,565 shares; 2025Q3: 3,566 shares; 2025Q4: 3,237 shares; 2026Q1: 4,334 shares 4,334 $548K 0.05% +1,097 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,059 shares; 2025Q1: 8,063 shares; 2025Q2: 8,066 shares; 2025Q3: 7,905 shares; 2025Q4: 8,380 shares; 2026Q1: 8,206 shares 8,206 $542K 0.05% -174 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,568 shares; 2026Q1: 9,493 shares 9,493 $541K 0.05% -2,075 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 646 shares; 2025Q1: not reported; 2025Q2: 623 shares; 2025Q3: 704 shares; 2025Q4: 644 shares; 2026Q1: 608 shares 608 $531K 0.05% -36 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,476 shares; 2026Q1: 21,011 shares 21,011 $531K 0.05% +3,535 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: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 1,036 shares; 2025Q2: 1,036 shares; 2025Q3: 1,530 shares; 2025Q4: 1,803 shares; 2026Q1: 1,232 shares 1,232 $530K 0.05% -571 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,755 shares; 2025Q1: 5,932 shares; 2025Q2: 5,421 shares; 2025Q3: 4,663 shares; 2025Q4: 4,379 shares; 2026Q1: 4,257 shares 4,257 $523K 0.05% -122 Timeline USRT 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: 7,825 shares; 2024Q4: 7,303 shares; 2025Q1: 7,342 shares; 2025Q2: 7,379 shares; 2025Q3: 7,160 shares; 2025Q4: 7,929 shares; 2026Q1: 8,433 shares 8,433 $499K 0.04% +504 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: not reported; 2024Q4: 5,391 shares; 2025Q1: 5,232 shares; 2025Q2: 4,661 shares; 2025Q3: 4,665 shares; 2025Q4: 4,618 shares; 2026Q1: 4,541 shares 4,541 $498K 0.04% -77 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 859 shares; 2025Q1: 843 shares; 2025Q2: 759 shares; 2025Q3: 1,498 shares; 2025Q4: 1,510 shares; 2026Q1: 1,522 shares 1,522 $498K 0.04% +12 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: not reported; 2024Q4: 4,667 shares; 2025Q1: 4,667 shares; 2025Q2: 4,231 shares; 2025Q3: 4,339 shares; 2025Q4: 4,344 shares; 2026Q1: 6,753 shares 6,753 $493K 0.04% +2,409 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: not reported; 2024Q4: 31,692 shares; 2025Q1: 31,514 shares; 2025Q2: 27,896 shares; 2025Q3: 21,465 shares; 2025Q4: 19,777 shares; 2026Q1: 17,309 shares 17,309 $486K 0.04% -2,468 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,644 shares; 2025Q4: 4,798 shares; 2026Q1: 4,798 shares 4,798 $475K 0.04% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,711 shares; 2025Q1: 7,311 shares; 2025Q2: 6,961 shares; 2025Q3: 8,996 shares; 2025Q4: 9,701 shares; 2026Q1: 7,680 shares 7,680 $475K 0.04% -2,021 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: not reported; 2024Q4: 1,189 shares; 2025Q1: 1,097 shares; 2025Q2: 1,091 shares; 2025Q3: 1,056 shares; 2025Q4: 1,067 shares; 2026Q1: 1,327 shares 1,327 $475K 0.04% +260 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,406 shares; 2025Q1: 12,406 shares; 2025Q2: 11,762 shares; 2025Q3: 12,680 shares; 2025Q4: 11,794 shares; 2026Q1: 11,720 shares 11,720 $472K 0.04% -74 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: not reported; 2024Q4: 3,171 shares; 2025Q1: 3,321 shares; 2025Q2: 3,462 shares; 2025Q3: 3,333 shares; 2025Q4: 3,864 shares; 2026Q1: 3,565 shares 3,565 $467K 0.04% -299 Timeline IUSV 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: 5,176 shares; 2024Q4: 4,603 shares; 2025Q1: 4,981 shares; 2025Q2: 4,885 shares; 2025Q3: 4,274 shares; 2025Q4: 4,690 shares; 2026Q1: 4,540 shares 4,540 $464K 0.04% -150 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,104 shares; 2025Q1: 1,105 shares; 2025Q2: 1,274 shares; 2025Q3: 1,412 shares; 2025Q4: 1,341 shares; 2026Q1: 1,410 shares 1,410 $463K 0.04% +69 Timeline VCR 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: 1,286 shares; 2024Q4: 1,285 shares; 2025Q1: 1,286 shares; 2025Q2: 1,286 shares; 2025Q3: 1,286 shares; 2025Q4: 1,286 shares; 2026Q1: 1,286 shares 1,286 $462K 0.04% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,433 shares; 2025Q1: 2,520 shares; 2025Q2: 2,513 shares; 2025Q3: 2,522 shares; 2025Q4: 2,622 shares; 2026Q1: 2,412 shares 2,412 $457K 0.04% -210 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 117 shares; 2025Q2: 119 shares; 2025Q3: 131 shares; 2025Q4: 115 shares; 2026Q1: 107 shares 107 $451K 0.04% -8 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,647 shares; 2025Q4: 1,663 shares; 2026Q1: 1,495 shares 1,495 $443K 0.04% -168 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,401 shares; 2024Q4: 27,639 shares; 2025Q1: 27,276 shares; 2025Q2: 7,875 shares; 2025Q3: 7,584 shares; 2025Q4: 7,921 shares; 2026Q1: 7,220 shares 7,220 $442K 0.04% -701 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,615 shares 4,615 $440K 0.04% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,778 shares; 2026Q1: 693 shares 693 $440K 0.04% -1,085 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 979 shares; 2025Q1: 1,128 shares; 2025Q2: 1,086 shares; 2025Q3: 1,002 shares; 2025Q4: 1,137 shares; 2026Q1: 1,003 shares 1,003 $438K 0.04% -134 Timeline SNCY SUN CTRY AIRLS HLDGS INC More: the full row for SUN CTRY AIRLS 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: 29,022 shares; 2025Q4: 20,577 shares; 2026Q1: 26,519 shares 26,519 $438K 0.04% +5,942 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: 125,693 shares; 2024Q4: 113,900 shares; 2025Q1: 13,249 shares; 2025Q2: 9,331 shares; 2025Q3: 9,615 shares; 2025Q4: 7,511 shares; 2026Q1: 7,199 shares 7,199 $437K 0.04% -312 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: 920 shares; 2024Q4: 999 shares; 2025Q1: 1,147 shares; 2025Q2: 1,147 shares; 2025Q3: 1,007 shares; 2025Q4: 1,495 shares; 2026Q1: 1,496 shares 1,496 $430K 0.04% +1 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,594 shares; 2025Q1: 1,662 shares; 2025Q2: 1,524 shares; 2025Q3: 2,031 shares; 2025Q4: 3,936 shares; 2026Q1: 2,629 shares 2,629 $421K 0.04% -1,307 Timeline GRAL GRAIL INC More: the full row for GRAIL 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: 6,018 shares; 2025Q3: 6,068 shares; 2025Q4: 7,005 shares; 2026Q1: 8,005 shares 8,005 $414K 0.04% +1,000 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: 2,063 shares; 2024Q4: 1,963 shares; 2025Q1: 1,963 shares; 2025Q2: 1,963 shares; 2025Q3: 1,896 shares; 2025Q4: 1,896 shares; 2026Q1: 1,896 shares 1,896 $408K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,197 shares; 2026Q1: 4,197 shares 4,197 $408K 0.04% 0 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,525 shares; 2025Q4: 10,668 shares; 2026Q1: 10,260 shares 10,260 $402K 0.03% -408 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: not reported; 2024Q4: 1,335 shares; 2025Q1: 1,338 shares; 2025Q2: 1,234 shares; 2025Q3: 1,154 shares; 2025Q4: 1,273 shares; 2026Q1: 1,419 shares 1,419 $396K 0.03% +146 Timeline ETOR ETORO GROUP LTD More: the full row for ETORO 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: 13,147 shares 13,147 $395K 0.03% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,564 shares; 2024Q4: 4,576 shares; 2025Q1: 4,729 shares; 2025Q2: 4,386 shares; 2025Q3: 4,310 shares; 2025Q4: 4,168 shares; 2026Q1: 4,306 shares 4,306 $389K 0.03% +138 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE 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: 1,524 shares; 2025Q4: 1,941 shares; 2026Q1: 1,965 shares 1,965 $389K 0.03% +24 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,385 shares; 2025Q1: 1,337 shares; 2025Q2: 1,275 shares; 2025Q3: 1,271 shares; 2025Q4: 1,271 shares; 2026Q1: 1,277 shares 1,277 $388K 0.03% +6 Timeline AXGN AXOGEN INC More: the full row for AXOGEN 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: 16,407 shares; 2025Q4: 16,507 shares; 2026Q1: 11,677 shares 11,677 $387K 0.03% -4,830 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: not reported; 2024Q4: 4,461 shares; 2025Q1: 4,588 shares; 2025Q2: 4,606 shares; 2025Q3: 4,624 shares; 2025Q4: 4,848 shares; 2026Q1: 4,691 shares 4,691 $380K 0.03% -157 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,617 shares; 2025Q1: 7,313 shares; 2025Q2: 6,928 shares; 2025Q3: 6,927 shares; 2025Q4: 7,879 shares; 2026Q1: 6,992 shares 6,992 $379K 0.03% -887 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,665 shares; 2025Q4: 8,665 shares; 2026Q1: 5,260 shares 5,260 $378K 0.03% -3,405 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,202 shares; 2025Q1: 1,080 shares; 2025Q2: 1,057 shares; 2025Q3: 942 shares; 2025Q4: 1,093 shares; 2026Q1: 1,195 shares 1,195 $375K 0.03% +102 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 2,689 shares; 2025Q1: 2,601 shares; 2025Q2: 2,755 shares; 2025Q3: 3,441 shares; 2025Q4: 2,747 shares; 2026Q1: 1,162 shares 1,162 $375K 0.03% -1,585 Timeline PUMP PROPETRO HLDG CORP More: the full row for PROPETRO HLDG 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: 58,990 shares; 2025Q4: 60,830 shares; 2026Q1: 25,759 shares 25,759 $371K 0.03% -35,071 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $371K 0.03% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,322 shares; 2024Q4: 7,706 shares; 2025Q1: not reported; 2025Q2: 4,518 shares; 2025Q3: 9,073 shares; 2025Q4: 9,245 shares; 2026Q1: 5,471 shares 5,471 $367K 0.03% -3,774 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,818 shares; 2026Q1: 19,343 shares 19,343 $360K 0.03% -41,475 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: not reported; 2024Q4: 1,714 shares; 2025Q1: 1,613 shares; 2025Q2: 1,732 shares; 2025Q3: 1,611 shares; 2025Q4: 1,815 shares; 2026Q1: 1,815 shares 1,815 $360K 0.03% 0 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: 3,618 shares; 2024Q4: 3,566 shares; 2025Q1: 3,928 shares; 2025Q2: 32,738 shares; 2025Q3: 33,238 shares; 2025Q4: 21,946 shares; 2026Q1: 1,827 shares 1,827 $360K 0.03% -20,119 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,800 shares 7,800 $359K 0.03% new Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,769 shares 5,769 $359K 0.03% new Timeline SKYT SKYWATER TECHNOLOGY INC More: the full row for SKYWATER TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,792 shares; 2025Q4: 16,871 shares; 2026Q1: 12,981 shares 12,981 $356K 0.03% -3,890 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM 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: 14,335 shares; 2025Q4: 14,417 shares; 2026Q1: 14,417 shares 14,417 $354K 0.03% 0 Timeline VICR VICOR CORP More: the full row for VICOR 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: 4,283 shares; 2025Q4: 4,287 shares; 2026Q1: 2,175 shares 2,175 $350K 0.03% -2,112 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: not reported; 2024Q4: 4,001 shares; 2025Q1: 3,962 shares; 2025Q2: 3,821 shares; 2025Q3: 3,412 shares; 2025Q4: 4,861 shares; 2026Q1: 3,565 shares 3,565 $344K 0.03% -1,296 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,268 shares; 2024Q4: 15,268 shares; 2025Q1: 15,268 shares; 2025Q2: 15,268 shares; 2025Q3: 15,268 shares; 2025Q4: 15,268 shares; 2026Q1: 15,268 shares 15,268 $341K 0.03% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,980 shares; 2025Q1: 6,980 shares; 2025Q2: 6,980 shares; 2025Q3: 6,980 shares; 2025Q4: 6,980 shares; 2026Q1: 6,980 shares 6,980 $340K 0.03% 0 Timeline FIGS FIGS INC More: the full row for FIGS 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: 31,713 shares; 2025Q4: 32,851 shares; 2026Q1: 23,041 shares 23,041 $340K 0.03% -9,810 Timeline CNNE CANNAE HLDGS INC More: the full row for CANNAE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,532 shares; 2026Q1: 29,912 shares 29,912 $340K 0.03% +10,380 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: not reported; 2024Q4: 6,870 shares; 2025Q1: 6,260 shares; 2025Q2: 5,827 shares; 2025Q3: 4,781 shares; 2025Q4: 5,664 shares; 2026Q1: 4,456 shares 4,456 $339K 0.03% -1,208 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,670 shares; 2025Q1: 3,569 shares; 2025Q2: 3,569 shares; 2025Q3: 3,569 shares; 2025Q4: 3,630 shares; 2026Q1: 3,563 shares 3,563 $335K 0.03% -67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,551 shares; 2025Q3: 4,507 shares; 2025Q4: 4,362 shares; 2026Q1: 5,228 shares 5,228 $335K 0.03% +866 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION 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: 1,927 shares; 2025Q4: 1,928 shares; 2026Q1: 1,367 shares 1,367 $335K 0.03% -561 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 642 shares 642 $335K 0.03% +15 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER 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: 55,596 shares; 2026Q1: 15,509 shares 15,509 $333K 0.03% -40,087 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,485 shares; 2025Q4: 2,459 shares; 2026Q1: 2,436 shares 2,436 $330K 0.03% -23 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,426 shares; 2025Q1: 4,426 shares; 2025Q2: 4,426 shares; 2025Q3: 5,483 shares; 2025Q4: 5,476 shares; 2026Q1: 4,533 shares 4,533 $330K 0.03% -943 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: 4,654 shares; 2024Q4: 4,654 shares; 2025Q1: 4,645 shares; 2025Q2: 3,888 shares; 2025Q3: 3,888 shares; 2025Q4: 4,924 shares; 2026Q1: 4,268 shares 4,268 $329K 0.03% -656 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,875 shares; 2026Q1: 9,026 shares 9,026 $325K 0.03% -3,849 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,737 shares; 2025Q4: 2,888 shares; 2026Q1: 2,993 shares 2,993 $324K 0.03% +105 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 724 shares; 2026Q1: 958 shares 958 $324K 0.03% +234 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,664 shares; 2025Q1: 2,909 shares; 2025Q2: 2,930 shares; 2025Q3: 2,779 shares; 2025Q4: 2,815 shares; 2026Q1: 3,504 shares 3,504 $323K 0.03% +689 Timeline LZB LA Z BOY INC More: the full row for LA Z BOY 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: 13,445 shares; 2025Q4: 10,333 shares; 2026Q1: 10,032 shares 10,032 $322K 0.03% -301 Timeline RPD RAPID7 INC More: the full row for RAPID7 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: 58,484 shares 58,484 $322K 0.03% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 692 shares; 2025Q1: 661 shares; 2025Q2: 711 shares; 2025Q3: 730 shares; 2025Q4: 748 shares; 2026Q1: 710 shares 710 $317K 0.03% -38 Timeline AVNT AVIENT CORPORATION More: the full row for AVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,432 shares; 2026Q1: 8,707 shares 8,707 $316K 0.03% +275 Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,227 shares; 2026Q1: 40,157 shares 40,157 $316K 0.03% -39,070 Timeline IOT SAMSARA INC More: the full row for SAMSARA 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: 9,887 shares 9,887 $313K 0.03% new 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: not reported; 2024Q4: 1,628 shares; 2025Q1: 1,751 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,620 shares; 2026Q1: 3,247 shares 3,247 $313K 0.03% +627 Timeline ANGI ANGI INC More: the full row for ANGI 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: 21,827 shares; 2025Q4: 26,757 shares; 2026Q1: 45,654 shares 45,654 $313K 0.03% +18,897 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,003 shares; 2025Q3: 7,544 shares; 2025Q4: 8,800 shares; 2026Q1: 8,652 shares 8,652 $307K 0.03% -148 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,571 shares; 2026Q1: 4,205 shares 4,205 $305K 0.03% +634 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,945 shares; 2025Q4: 2,942 shares; 2026Q1: 3,065 shares 3,065 $305K 0.03% +123 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,221 shares; 2025Q4: 19,837 shares; 2026Q1: 20,381 shares 20,381 $302K 0.03% +544 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: 7,546 shares 7,546 $300K 0.03% new 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: 1,609 shares; 2024Q4: 1,608 shares; 2025Q1: 1,609 shares; 2025Q2: 1,639 shares; 2025Q3: 1,521 shares; 2025Q4: 1,522 shares; 2026Q1: 1,522 shares 1,522 $299K 0.03% 0 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS 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: 10,539 shares; 2026Q1: 3,530 shares 3,530 $299K 0.03% -7,009 Timeline BAYFIRST FINANCIAL CORP COM BAYFIRST FINANCIAL CORP COM More: the full row for BAYFIRST FINANCIAL CORP COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,928 shares; 2025Q1: 37,229 shares; 2025Q2: 40,129 shares; 2025Q3: 52,629 shares; 2025Q4: 40,229 shares; 2026Q1: 46,228 shares 46,228 $294K 0.03% +5,999 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: 40,277 shares; 2024Q4: 30,953 shares; 2025Q1: 41,515 shares; 2025Q2: 3,301 shares; 2025Q3: 3,188 shares; 2025Q4: 2,514 shares; 2026Q1: 2,420 shares 2,420 $293K 0.03% -94 Timeline ISBA ISABELLA BK CORP More: the full row for ISABELLA BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,192 shares; 2025Q3: 7,392 shares; 2025Q4: 7,392 shares; 2026Q1: 6,392 shares 6,392 $292K 0.03% -1,000 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE 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: 1,737 shares; 2025Q4: 1,759 shares; 2026Q1: 1,819 shares 1,819 $290K 0.03% +60 Timeline AMRC AMERESCO INC More: the full row for AMERESCO 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: 17,309 shares; 2025Q4: 17,267 shares; 2026Q1: 11,381 shares 11,381 $290K 0.03% -5,886 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: 7,635 shares; 2026Q1: 5,343 shares 5,343 $289K 0.02% -2,292 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 722 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 723 shares; 2025Q4: 784 shares; 2026Q1: 662 shares 662 $289K 0.02% -122 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,357 shares; 2025Q1: 1,392 shares; 2025Q2: 1,230 shares; 2025Q3: 1,066 shares; 2025Q4: 946 shares; 2026Q1: 950 shares 950 $287K 0.02% +4 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,071 shares; 2025Q2: 1,046 shares; 2025Q3: 1,048 shares; 2025Q4: 1,093 shares; 2026Q1: 996 shares 996 $286K 0.02% -97 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,942 shares; 2025Q4: not reported; 2026Q1: 9,674 shares 9,674 $284K 0.02% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,457 shares; 2025Q2: 1,446 shares; 2025Q3: 1,453 shares; 2025Q4: 1,383 shares; 2026Q1: 1,435 shares 1,435 $284K 0.02% +52 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,916 shares; 2025Q2: not reported; 2025Q3: 11,827 shares; 2025Q4: not reported; 2026Q1: 9,806 shares 9,806 $282K 0.02% new Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,478 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,478 shares; 2025Q4: 3,478 shares; 2026Q1: 3,478 shares 3,478 $281K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,809 shares 20,809 $281K 0.02% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 701 shares; 2025Q2: 698 shares; 2025Q3: 653 shares; 2025Q4: not reported; 2026Q1: 1,294 shares 1,294 $280K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,126 shares 1,126 $278K 0.02% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,436 shares; 2025Q2: 5,439 shares; 2025Q3: 4,743 shares; 2025Q4: 4,745 shares; 2026Q1: 6,090 shares 6,090 $275K 0.02% +1,345 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,579 shares; 2025Q1: 1,486 shares; 2025Q2: 1,399 shares; 2025Q3: 1,319 shares; 2025Q4: 1,521 shares; 2026Q1: 1,580 shares 1,580 $274K 0.02% +59 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,269 shares; 2025Q1: 7,619 shares; 2025Q2: 8,045 shares; 2025Q3: 8,045 shares; 2025Q4: 8,045 shares; 2026Q1: 7,130 shares 7,130 $274K 0.02% -915 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: not reported; 2024Q4: 704 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 1,027 shares; 2025Q4: 728 shares; 2026Q1: 655 shares 655 $273K 0.02% -73 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 1,261 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,247 shares; 2026Q1: 1,438 shares 1,438 $273K 0.02% +191 Timeline ORN ORION GROUP HLDGS INC More: the full row for ORION GROUP 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: 40,433 shares; 2025Q4: 32,663 shares; 2026Q1: 24,975 shares 24,975 $272K 0.02% -7,688 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,382 shares; 2025Q1: 2,382 shares; 2025Q2: not reported; 2025Q3: 1,610 shares; 2025Q4: 1,638 shares; 2026Q1: 1,331 shares 1,331 $272K 0.02% -307 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,761 shares; 2025Q1: 10,772 shares; 2025Q2: 10,772 shares; 2025Q3: 10,772 shares; 2025Q4: 10,772 shares; 2026Q1: 10,776 shares 10,776 $271K 0.02% +4 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,676 shares; 2025Q1: 1,983 shares; 2025Q2: 1,867 shares; 2025Q3: 3,429 shares; 2025Q4: 2,571 shares; 2026Q1: 2,892 shares 2,892 $268K 0.02% +321 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,933 shares; 2026Q1: 17,408 shares 17,408 $266K 0.02% -525 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,612 shares; 2025Q1: 5,267 shares; 2025Q2: 5,293 shares; 2025Q3: 4,170 shares; 2025Q4: 5,172 shares; 2026Q1: 6,431 shares 6,431 $264K 0.02% +1,259 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: not reported; 2024Q4: 2,964 shares; 2025Q1: 2,988 shares; 2025Q2: 2,711 shares; 2025Q3: 2,536 shares; 2025Q4: 2,533 shares; 2026Q1: 2,266 shares 2,266 $262K 0.02% -267 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,858 shares 1,858 $259K 0.02% new Timeline RYZ RYERSON HLDG CORP More: the full row for RYERSON HLDG 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: 11,521 shares 11,521 $259K 0.02% new Timeline VET VERMILION ENERGY INC More: the full row for VERMILION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,425 shares; 2026Q1: 18,647 shares 18,647 $257K 0.02% +222 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,023 shares 1,023 $256K 0.02% new Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE 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: 29,982 shares 29,982 $255K 0.02% new Timeline LASR NLIGHT INC More: the full row for NLIGHT 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: 4,455 shares 4,455 $254K 0.02% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,405 shares; 2025Q4: 2,544 shares; 2026Q1: 2,739 shares 2,739 $253K 0.02% +195 Timeline MTUM 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: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,055 shares; 2025Q2: 1,080 shares; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares; 2026Q1: 1,056 shares 1,056 $253K 0.02% 0 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,848 shares 3,848 $253K 0.02% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 589 shares; 2026Q1: 360 shares 360 $253K 0.02% -229 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,840 shares; 2025Q1: 1,745 shares; 2025Q2: 1,745 shares; 2025Q3: 1,669 shares; 2025Q4: 1,668 shares; 2026Q1: 1,469 shares 1,469 $253K 0.02% -199 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,302 shares 9,302 $251K 0.02% new Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR 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: 2,567 shares 2,567 $249K 0.02% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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: 31,357 shares; 2025Q4: 31,357 shares; 2026Q1: 27,626 shares 27,626 $248K 0.02% -3,731 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,769 shares; 2025Q4: 9,769 shares; 2026Q1: 9,720 shares 9,720 $248K 0.02% -49 Timeline ALGT ALLEGIANT TRAVEL CO More: the full row for ALLEGIANT TRAVEL 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: 3,321 shares; 2025Q4: 3,458 shares; 2026Q1: 3,044 shares 3,044 $247K 0.02% -414 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: not reported; 2024Q4: 773 shares; 2025Q1: 806 shares; 2025Q2: 807 shares; 2025Q3: 810 shares; 2025Q4: 500 shares; 2026Q1: 458 shares 458 $246K 0.02% -42 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,545 shares; 2024Q4: 16,539 shares; 2025Q1: 18,829 shares; 2025Q2: 18,829 shares; 2025Q3: 15,714 shares; 2025Q4: 8,942 shares; 2026Q1: 3,188 shares 3,188 $246K 0.02% -5,754 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,091 shares; 2025Q4: 5,592 shares; 2026Q1: 5,529 shares 5,529 $244K 0.02% -63 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 449 shares 449 $244K 0.02% new Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP 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: 10,144 shares; 2026Q1: 10,748 shares 10,748 $243K 0.02% +604 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: not reported; 2024Q4: 1,584 shares; 2025Q1: 1,566 shares; 2025Q2: 1,560 shares; 2025Q3: 2,048 shares; 2025Q4: 1,819 shares; 2026Q1: 1,326 shares 1,326 $242K 0.02% -493 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,420 shares 18,420 $242K 0.02% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 899 shares; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 882 shares; 2025Q4: 1,917 shares; 2026Q1: 1,817 shares 1,817 $241K 0.02% -100 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,012 shares; 2026Q1: 6,012 shares 6,012 $241K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,904 shares; 2025Q1: 4,770 shares; 2025Q2: 3,571 shares; 2025Q3: 4,274 shares; 2025Q4: not reported; 2026Q1: 2,686 shares 2,686 $241K 0.02% new 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: 3,478 shares; 2025Q1: 3,650 shares; 2025Q2: 3,394 shares; 2025Q3: 3,411 shares; 2025Q4: 3,222 shares; 2026Q1: 3,353 shares 3,353 $239K 0.02% +131 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,738 shares; 2024Q4: 12,738 shares; 2025Q1: 6,076 shares; 2025Q2: 6,100 shares; 2025Q3: 4,417 shares; 2025Q4: 4,531 shares; 2026Q1: 4,531 shares 4,531 $238K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 936 shares; 2026Q1: 816 shares 816 $238K 0.02% -120 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,213 shares 4,213 $236K 0.02% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 753 shares; 2026Q1: 753 shares 753 $235K 0.02% 0 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,660 shares; 2025Q2: not reported; 2025Q3: 2,708 shares; 2025Q4: 2,177 shares; 2026Q1: 1,146 shares 1,146 $235K 0.02% -1,031 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 417 shares; 2025Q3: 382 shares; 2025Q4: 231 shares; 2026Q1: 215 shares 215 $235K 0.02% -16 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 891 shares; 2025Q2: 856 shares; 2025Q3: 899 shares; 2025Q4: 861 shares; 2026Q1: 976 shares 976 $234K 0.02% +115 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 737 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,220 shares 1,220 $231K 0.02% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 602 shares; 2025Q1: 603 shares; 2025Q2: 607 shares; 2025Q3: 608 shares; 2025Q4: 610 shares; 2026Q1: 635 shares 635 $231K 0.02% +25 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,536 shares; 2024Q4: 6,313 shares; 2025Q1: 6,344 shares; 2025Q2: 6,888 shares; 2025Q3: 1,604 shares; 2025Q4: 1,491 shares; 2026Q1: 1,340 shares 1,340 $229K 0.02% -151 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,488 shares; 2025Q1: 1,422 shares; 2025Q2: 1,422 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 637 shares 637 $229K 0.02% -788 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: 6,752 shares; 2024Q4: 6,550 shares; 2025Q1: 6,788 shares; 2025Q2: 7,483 shares; 2025Q3: 1,280 shares; 2025Q4: 1,197 shares; 2026Q1: 1,468 shares 1,468 $228K 0.02% +271 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,591 shares; 2025Q4: 2,779 shares; 2026Q1: 2,166 shares 2,166 $228K 0.02% -613 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 299 shares; 2025Q3: 294 shares; 2025Q4: not reported; 2026Q1: 469 shares 469 $227K 0.02% new Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,707 shares; 2026Q1: 4,707 shares 4,707 $227K 0.02% 0 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,729 shares; 2025Q4: 4,729 shares; 2026Q1: 4,729 shares 4,729 $227K 0.02% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,760 shares; 2025Q1: not reported; 2025Q2: 7,763 shares; 2025Q3: 7,763 shares; 2025Q4: 9,933 shares; 2026Q1: 7,763 shares 7,763 $226K 0.02% -2,170 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,692 shares; 2026Q1: 6,442 shares 6,442 $224K 0.02% -2,250 Timeline FRMI FERMI INC More: the full row for FERMI 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: 38,234 shares 38,234 $223K 0.02% new Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,407 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,188 shares 1,188 $222K 0.02% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 570 shares 570 $221K 0.02% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 1,703 shares 1,703 $221K 0.02% new Timeline KLAR KLARNA GROUP PLC More: the full row for KLARNA GROUP 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: 16,671 shares 16,671 $218K 0.02% new Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS 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: 103,393 shares; 2026Q1: 22,689 shares 22,689 $218K 0.02% -80,704 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,856 shares; 2025Q2: 2,785 shares; 2025Q3: 2,920 shares; 2025Q4: 2,945 shares; 2026Q1: 3,009 shares 3,009 $216K 0.02% +64 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,458 shares; 2026Q1: 2,839 shares 2,839 $215K 0.02% -619 Timeline BLSH BULLISH More: the full row for BULLISH Quarterly shares; oldest to 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: 6,025 shares 6,025 $215K 0.02% new 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: not reported; 2024Q4: 961 shares; 2025Q1: 917 shares; 2025Q2: 872 shares; 2025Q3: 938 shares; 2025Q4: 810 shares; 2026Q1: 645 shares 645 $215K 0.02% -165 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,393 shares; 2025Q4: not reported; 2026Q1: 3,144 shares 3,144 $215K 0.02% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,037 shares; 2025Q1: 1,799 shares; 2025Q2: 1,557 shares; 2025Q3: 1,499 shares; 2025Q4: 1,342 shares; 2026Q1: 1,366 shares 1,366 $215K 0.02% +24 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES 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: 6,068 shares 6,068 $215K 0.02% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,026 shares 1,026 $213K 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,885 shares; 2026Q1: 1,792 shares 1,792 $213K 0.02% -93 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,221 shares 3,221 $211K 0.02% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 792 shares 792 $211K 0.02% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,924 shares 2,924 $210K 0.02% new Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD 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: 6,100 shares; 2026Q1: 6,100 shares 6,100 $209K 0.02% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,333 shares; 2025Q1: 10,333 shares; 2025Q2: 10,333 shares; 2025Q3: 10,723 shares; 2025Q4: 10,723 shares; 2026Q1: 10,376 shares 10,376 $208K 0.02% -347 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: 1,166 shares; 2024Q4: 1,166 shares; 2025Q1: 1,413 shares; 2025Q2: 1,323 shares; 2025Q3: 1,241 shares; 2025Q4: 1,238 shares; 2026Q1: 968 shares 968 $207K 0.02% -270 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,934 shares 7,934 $206K 0.02% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 735 shares 735 $204K 0.02% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,534 shares; 2026Q1: 4,449 shares 4,449 $204K 0.02% -5,085 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 330 shares 330 $204K 0.02% new Timeline CBZ CBIZ INC More: the full row for CBIZ 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: 7,570 shares 7,570 $203K 0.02% new Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,412 shares; 2025Q2: 10,811 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,934 shares 7,934 $201K 0.02% new Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS Quarterly shares; oldest to 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: 4,303 shares 4,303 $201K 0.02% new Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,842 shares 4,842 $200K 0.02% new Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,842 shares; 2026Q1: 2,671 shares 2,671 $200K 0.02% -3,171 Timeline EXPRO GROUP HOLDINGS NV COM EXPRO GROUP HOLDINGS NV COM More: the full row for EXPRO GROUP HOLDINGS NV COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,459 shares; 2025Q4: 11,459 shares; 2026Q1: 11,459 shares 11,459 $200K 0.02% 0 INR INFINITY NAT RES INC More: the full row for INFINITY NAT RES 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: 10,523 shares; 2026Q1: 10,721 shares 10,721 $189K 0.02% +198 Timeline VREX VAREX IMAGING CORP More: the full row for VAREX IMAGING 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: 17,365 shares; 2025Q4: 17,365 shares; 2026Q1: 17,436 shares 17,436 $185K 0.02% +71 Timeline BSET BASSETT FURNITURE INDS INC More: the full row for BASSETT FURNITURE INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,047 shares; 2025Q1: 13,047 shares; 2025Q2: 13,047 shares; 2025Q3: 13,047 shares; 2025Q4: 13,047 shares; 2026Q1: 13,047 shares 13,047 $185K 0.02% 0 Timeline SABR SABRE CORP More: the full row for SABRE 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: 117,965 shares 117,965 $171K 0.01% new Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,098 shares; 2026Q1: 13,123 shares 13,123 $142K 0.01% +1,025 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: not reported; 2024Q4: 15,863 shares; 2025Q1: 15,713 shares; 2025Q2: 15,609 shares; 2025Q3: 15,176 shares; 2025Q4: 16,265 shares; 2026Q1: 11,842 shares 11,842 $137K 0.01% -4,423 Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY TR 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: 12,179 shares; 2025Q4: not reported; 2026Q1: 23,265 shares 23,265 $128K 0.01% new Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT 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: 34,440 shares; 2025Q4: 34,440 shares; 2026Q1: 11,953 shares 11,953 $118K 0.01% -22,487 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to 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: 22,062 shares 22,062 $97.7K 0.01% new Timeline COTY COTY INC More: the full row for COTY 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: 48,620 shares 48,620 $97.7K 0.01% new Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,458 shares; 2025Q1: 13,458 shares; 2025Q2: 13,458 shares; 2025Q3: 13,458 shares; 2025Q4: 15,982 shares; 2026Q1: 13,458 shares 13,458 $97.7K 0.01% -2,524 Timeline SNAP SNAP INC More: the full row for SNAP 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: 10,192 shares 10,192 $46.9K <0.01% new Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI 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: 74,465 shares; 2025Q4: 67,262 shares; 2026Q1: 10,017 shares 10,017 $35.3K <0.01% -57,245 Timeline DVLT DATAVAULT AI INC More: the full row for DATAVAULT AI 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: 34,751 shares 34,751 $21.5K <0.01% new Timeline