TEM TEMPUS AI INC More: the full row for TEMPUS 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: 6,761,507 shares; 2026Q1: 6,611,211 shares 6,611,211 $299M 12.37% -150,296 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: 6,845 shares; 2024Q4: 8,917 shares; 2025Q1: 9,779 shares; 2025Q2: 95,033 shares; 2025Q3: 403,589 shares; 2025Q4: 326,715 shares; 2026Q1: 359,025 shares 359,025 $205M 8.5% +32,310 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: 62,046 shares; 2024Q4: 49,877 shares; 2025Q1: 49,422 shares; 2025Q2: 163,146 shares; 2025Q3: 554,147 shares; 2025Q4: 504,131 shares; 2026Q1: 512,353 shares 512,353 $147M 6.1% +8,222 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: 106,866 shares; 2024Q4: 89,630 shares; 2025Q1: 77,592 shares; 2025Q2: 347,789 shares; 2025Q3: 957,827 shares; 2025Q4: 763,656 shares; 2026Q1: 764,509 shares 764,509 $133M 5.52% +853 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: 100,546 shares; 2024Q4: 100,707 shares; 2025Q1: 99,389 shares; 2025Q2: 214,392 shares; 2025Q3: 452,111 shares; 2025Q4: 374,087 shares; 2026Q1: 369,728 shares 369,728 $106M 4.39% -4,359 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: 116,813 shares; 2024Q4: 109,155 shares; 2025Q1: 110,935 shares; 2025Q2: 228,720 shares; 2025Q3: 462,703 shares; 2025Q4: 347,754 shares; 2026Q1: 355,283 shares 355,283 $90.2M 3.73% +7,529 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,402 shares; 2024Q4: 53,895 shares; 2025Q1: 51,633 shares; 2025Q2: 118,675 shares; 2025Q3: 243,041 shares; 2025Q4: 168,730 shares; 2026Q1: 175,592 shares 175,592 $65M 2.69% +6,862 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: 240,497 shares; 2024Q4: 213,062 shares; 2025Q1: 213,600 shares; 2025Q2: 226,080 shares; 2025Q3: 292,181 shares; 2025Q4: 278,483 shares; 2026Q1: 281,677 shares 281,677 $52.6M 2.18% +3,194 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: 50,516 shares; 2024Q4: 47,695 shares; 2025Q1: 45,604 shares; 2025Q2: 140,560 shares; 2025Q3: 364,398 shares; 2025Q4: 237,703 shares; 2026Q1: 248,043 shares 248,043 $51.7M 2.14% +10,340 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: 3,660 shares; 2024Q4: 3,764 shares; 2025Q1: 4,363 shares; 2025Q2: 16,783 shares; 2025Q3: 43,162 shares; 2025Q4: 107,000 shares; 2026Q1: 110,410 shares 110,410 $41M 1.7% +3,410 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: 4,614 shares; 2024Q4: 4,624 shares; 2025Q1: 4,634 shares; 2025Q2: 12,068 shares; 2025Q3: 24,897 shares; 2025Q4: 36,372 shares; 2026Q1: 58,936 shares 58,936 $38.5M 1.59% +22,564 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: 28,574 shares; 2024Q4: 27,236 shares; 2025Q1: 27,497 shares; 2025Q2: 29,500 shares; 2025Q3: 35,670 shares; 2025Q4: 45,140 shares; 2026Q1: 51,382 shares 51,382 $33.4M 1.38% +6,242 Timeline PRCH PORCH GROUP INC More: the full row for PORCH 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: 4,076,745 shares 4,076,745 $29.2M 1.21% new 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: 7,318 shares; 2024Q4: 5,558 shares; 2025Q1: 5,783 shares; 2025Q2: 51,114 shares; 2025Q3: 122,103 shares; 2025Q4: 84,266 shares; 2026Q1: 90,194 shares 90,194 $27.9M 1.16% +5,928 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: 10,037 shares; 2024Q4: 10,987 shares; 2025Q1: 10,964 shares; 2025Q2: 16,624 shares; 2025Q3: 38,191 shares; 2025Q4: 40,182 shares; 2026Q1: 47,935 shares 47,935 $27.7M 1.15% +7,753 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: 13,725 shares; 2025Q3: 1,020,402 shares; 2025Q4: 1,091,876 shares; 2026Q1: 799,203 shares 799,203 $25.3M 1.05% -292,673 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN 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: 357,281 shares; 2025Q4: 347,467 shares; 2026Q1: 333,712 shares 333,712 $22.8M 0.94% -13,755 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: 2,057 shares; 2024Q4: 2,040 shares; 2025Q1: 4,989 shares; 2025Q2: 12,365 shares; 2025Q3: 60,802 shares; 2025Q4: 61,457 shares; 2026Q1: 46,130 shares 46,130 $19.8M 0.82% -15,327 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: 6,219 shares; 2024Q4: 5,634 shares; 2025Q1: 5,745 shares; 2025Q2: 21,388 shares; 2025Q3: 60,177 shares; 2025Q4: 40,020 shares; 2026Q1: 39,279 shares 39,279 $18.8M 0.78% -741 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: 3,254 shares; 2024Q4: 3,244 shares; 2025Q1: 3,173 shares; 2025Q2: 11,993 shares; 2025Q3: 26,298 shares; 2025Q4: 19,645 shares; 2026Q1: 19,837 shares 19,837 $18.2M 0.76% +192 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: 14,230 shares; 2024Q4: 10,860 shares; 2025Q1: 9,622 shares; 2025Q2: 39,994 shares; 2025Q3: 82,542 shares; 2025Q4: 58,920 shares; 2026Q1: 58,066 shares 58,066 $17.5M 0.73% -854 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: 29,209 shares; 2024Q4: 30,692 shares; 2025Q1: 31,526 shares; 2025Q2: 47,891 shares; 2025Q3: 75,804 shares; 2025Q4: 50,107 shares; 2026Q1: 51,740 shares 51,740 $15.2M 0.63% +1,633 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: 14,365 shares; 2024Q4: 15,779 shares; 2025Q1: 15,540 shares; 2025Q2: 17,032 shares; 2025Q3: 17,221 shares; 2025Q4: 55,584 shares; 2026Q1: 24,525 shares 24,525 $14.7M 0.61% -31,059 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: 4,255 shares; 2025Q1: 34,688 shares; 2025Q2: 61,122 shares; 2025Q3: 95,876 shares; 2025Q4: 90,486 shares; 2026Q1: 115,193 shares 115,193 $14.1M 0.59% +24,707 Timeline RGEF TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360,213 shares; 2025Q4: 406,769 shares; 2026Q1: 406,769 shares 406,769 $12.2M 0.51% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,773 shares; 2024Q4: 2,637 shares; 2025Q1: 2,622 shares; 2025Q2: 8,200 shares; 2025Q3: 17,165 shares; 2025Q4: 11,919 shares; 2026Q1: 12,063 shares 12,063 $12M 0.5% +144 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: 15,269 shares; 2024Q4: 8,775 shares; 2025Q1: 7,469 shares; 2025Q2: 22,515 shares; 2025Q3: 29,116 shares; 2025Q4: 31,854 shares; 2026Q1: 35,269 shares 35,269 $11.9M 0.49% +3,415 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: 32,770 shares; 2024Q4: 29,656 shares; 2025Q1: 31,109 shares; 2025Q2: 55,005 shares; 2025Q3: 87,880 shares; 2025Q4: 76,896 shares; 2026Q1: 73,116 shares 73,116 $11.7M 0.48% -3,780 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: 1,346 shares; 2024Q4: 1,367 shares; 2025Q1: 1,123 shares; 2025Q2: 7,324 shares; 2025Q3: 22,898 shares; 2025Q4: 105,849 shares; 2026Q1: 111,620 shares 111,620 $11.7M 0.48% +5,771 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: 29,320 shares; 2024Q4: 28,427 shares; 2025Q1: 29,340 shares; 2025Q2: 34,157 shares; 2025Q3: 35,419 shares; 2025Q4: 33,521 shares; 2026Q1: 34,463 shares 34,463 $11.1M 0.46% +942 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 980 shares; 2025Q1: 942 shares; 2025Q2: 9,174 shares; 2025Q3: 18,961 shares; 2025Q4: 19,296 shares; 2026Q1: 20,062 shares 20,062 $11M 0.46% +766 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: 18,293 shares; 2024Q4: 19,317 shares; 2025Q1: 21,309 shares; 2025Q2: 20,866 shares; 2025Q3: 24,811 shares; 2025Q4: 23,670 shares; 2026Q1: 24,308 shares 24,308 $10.6M 0.44% +638 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: 39,949 shares; 2024Q4: 42,735 shares; 2025Q1: 42,953 shares; 2025Q2: 70,076 shares; 2025Q3: 120,935 shares; 2025Q4: 78,895 shares; 2026Q1: 83,521 shares 83,521 $10.4M 0.43% +4,626 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 907 shares; 2025Q1: 937 shares; 2025Q2: 5,925 shares; 2025Q3: 13,300 shares; 2025Q4: 11,353 shares; 2026Q1: 10,638 shares 10,638 $9.52M 0.39% -715 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: 50,188 shares; 2024Q4: 43,930 shares; 2025Q1: 42,255 shares; 2025Q2: 40,085 shares; 2025Q3: 54,384 shares; 2025Q4: 39,990 shares; 2026Q1: 43,966 shares 43,966 $9.46M 0.39% +3,976 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: 686 shares; 2024Q4: 798 shares; 2025Q1: 506 shares; 2025Q2: 4,854 shares; 2025Q3: 13,826 shares; 2025Q4: 92,381 shares; 2026Q1: 95,628 shares 95,628 $9.19M 0.38% +3,247 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART 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: 12,243 shares; 2025Q3: 230,072 shares; 2025Q4: 249,474 shares; 2026Q1: 344,646 shares 344,646 $8.84M 0.37% +95,172 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 17,035 shares; 2025Q3: 88,525 shares; 2025Q4: 81,673 shares; 2026Q1: 58,839 shares 58,839 $8.83M 0.37% -22,834 Timeline IVW 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: 79,834 shares; 2024Q4: 79,834 shares; 2025Q1: 79,834 shares; 2025Q2: 79,900 shares; 2025Q3: 79,576 shares; 2025Q4: 77,176 shares; 2026Q1: 77,313 shares 77,313 $8.74M 0.36% +137 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: 6 shares; 2025Q1: 6 shares; 2025Q2: 11 shares; 2025Q3: 15 shares; 2025Q4: 10 shares; 2026Q1: 12 shares 12 $8.62M 0.36% +2 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,324 shares; 2024Q4: 7,245 shares; 2025Q1: 7,642 shares; 2025Q2: 29,969 shares; 2025Q3: 60,727 shares; 2025Q4: 42,680 shares; 2026Q1: 39,501 shares 39,501 $8.59M 0.36% -3,179 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: 125,969 shares; 2024Q4: 125,969 shares; 2025Q1: 126,018 shares; 2025Q2: 126,025 shares; 2025Q3: 126,025 shares; 2025Q4: 125,075 shares; 2026Q1: 125,283 shares 125,283 $8.46M 0.35% +208 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,218 shares; 2025Q4: 26,218 shares; 2026Q1: 23,643 shares 23,643 $8.43M 0.35% -2,575 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,890 shares; 2024Q4: 5,064 shares; 2025Q1: 4,848 shares; 2025Q2: 9,853 shares; 2025Q3: 19,737 shares; 2025Q4: 16,334 shares; 2026Q1: 16,907 shares 16,907 $8.31M 0.34% +573 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: 6,619 shares; 2024Q4: 6,902 shares; 2025Q1: 7,159 shares; 2025Q2: 8,854 shares; 2025Q3: 12,138 shares; 2025Q4: 13,926 shares; 2026Q1: 18,614 shares 18,614 $7.94M 0.33% +4,688 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: 6,985 shares; 2024Q4: 7,814 shares; 2025Q1: 7,624 shares; 2025Q2: 15,088 shares; 2025Q3: 25,188 shares; 2025Q4: 16,169 shares; 2026Q1: 15,626 shares 15,626 $7.81M 0.32% -543 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 2,089 shares; 2025Q1: 1,989 shares; 2025Q2: 8,940 shares; 2025Q3: 19,993 shares; 2025Q4: 17,491 shares; 2026Q1: 16,786 shares 16,786 $7.74M 0.32% -705 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 169,543 shares; 2025Q4: 214,056 shares; 2026Q1: 249,622 shares 249,622 $7.59M 0.31% +35,566 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: 2,487 shares; 2024Q4: 10,681 shares; 2025Q1: 11,395 shares; 2025Q2: 17,346 shares; 2025Q3: 27,159 shares; 2025Q4: 23,448 shares; 2026Q1: 22,852 shares 22,852 $7.45M 0.31% -596 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,171 shares; 2025Q2: 21,723 shares; 2025Q3: 53,647 shares; 2025Q4: 36,220 shares; 2026Q1: 34,807 shares 34,807 $7.44M 0.31% -1,413 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: 3,673 shares; 2024Q4: 6,014 shares; 2025Q1: 6,961 shares; 2025Q2: 43,748 shares; 2025Q3: 86,161 shares; 2025Q4: 44,453 shares; 2026Q1: 43,507 shares 43,507 $7.38M 0.31% -946 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: 16,616 shares; 2024Q4: 18,203 shares; 2025Q1: 18,372 shares; 2025Q2: 26,599 shares; 2025Q3: 60,117 shares; 2025Q4: 36,408 shares; 2026Q1: 34,564 shares 34,564 $7.15M 0.3% -1,844 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: 5,119 shares; 2024Q4: 2,363 shares; 2025Q1: 2,313 shares; 2025Q2: 8,875 shares; 2025Q3: 18,818 shares; 2025Q4: 18,003 shares; 2026Q1: 19,580 shares 19,580 $7M 0.29% +1,577 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: 43,435 shares; 2024Q4: 38,657 shares; 2025Q1: 39,176 shares; 2025Q2: 65,874 shares; 2025Q3: 133,348 shares; 2025Q4: 82,724 shares; 2026Q1: 87,010 shares 87,010 $6.75M 0.28% +4,286 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: 4,121 shares; 2025Q2: 34,095 shares; 2025Q3: 86,997 shares; 2025Q4: 74,664 shares; 2026Q1: 93,519 shares 93,519 $6.73M 0.28% +18,855 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: 42,204 shares; 2024Q4: 35,729 shares; 2025Q1: 36,358 shares; 2025Q2: 92,239 shares; 2025Q3: 158,585 shares; 2025Q4: 117,260 shares; 2026Q1: 137,644 shares 137,644 $6.71M 0.28% +20,384 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: 33,800 shares; 2024Q4: 34,412 shares; 2025Q1: 45,039 shares; 2025Q2: 41,609 shares; 2025Q3: 84,241 shares; 2025Q4: 61,827 shares; 2026Q1: 98,844 shares 98,844 $6.33M 0.26% +37,017 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: 1,641 shares; 2024Q4: 3,641 shares; 2025Q1: 3,758 shares; 2025Q2: 17,491 shares; 2025Q3: 44,192 shares; 2025Q4: 36,621 shares; 2026Q1: 39,393 shares 39,393 $6.32M 0.26% +2,772 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: not reported; 2024Q4: 11,205 shares; 2025Q1: 12,061 shares; 2025Q2: 31,844 shares; 2025Q3: 54,110 shares; 2025Q4: 33,786 shares; 2026Q1: 32,419 shares 32,419 $6.29M 0.26% -1,367 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: 4,495 shares; 2024Q4: 2,501 shares; 2025Q1: 2,466 shares; 2025Q2: 15,345 shares; 2025Q3: 32,572 shares; 2025Q4: 19,284 shares; 2026Q1: 19,090 shares 19,090 $6.28M 0.26% -194 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: not reported; 2025Q1: not reported; 2025Q2: 19,441 shares; 2025Q3: 47,664 shares; 2025Q4: 40,913 shares; 2026Q1: 39,343 shares 39,343 $6.19M 0.26% -1,570 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: 2,043 shares; 2024Q4: 2,050 shares; 2025Q1: 2,063 shares; 2025Q2: 14,113 shares; 2025Q3: 27,343 shares; 2025Q4: 19,018 shares; 2026Q1: 18,702 shares 18,702 $5.95M 0.25% -316 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: 5,551 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,640 shares; 2025Q3: 50,290 shares; 2025Q4: 35,774 shares; 2026Q1: 35,982 shares 35,982 $5.92M 0.25% +208 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: 5,030 shares; 2024Q4: 4,919 shares; 2025Q1: 4,888 shares; 2025Q2: 6,254 shares; 2025Q3: 73,367 shares; 2025Q4: 43,196 shares; 2026Q1: 83,691 shares 83,691 $5.87M 0.24% +40,495 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: 229,071 shares; 2026Q1: 61,091 shares 61,091 $5.83M 0.24% -167,980 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: 13,228 shares; 2024Q4: 16,312 shares; 2025Q1: 17,475 shares; 2025Q2: 36,666 shares; 2025Q3: 62,092 shares; 2025Q4: 38,032 shares; 2026Q1: 37,312 shares 37,312 $5.79M 0.24% -720 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: 8,748 shares; 2024Q4: 8,804 shares; 2025Q1: 7,411 shares; 2025Q2: 40,148 shares; 2025Q3: 71,413 shares; 2025Q4: 37,465 shares; 2026Q1: 39,092 shares 39,092 $5.75M 0.24% +1,627 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,540 shares; 2025Q3: 81,666 shares; 2025Q4: 80,694 shares; 2026Q1: 82,190 shares 82,190 $5.7M 0.24% +1,496 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: 519 shares; 2024Q4: 463 shares; 2025Q1: 419 shares; 2025Q2: 3,963 shares; 2025Q3: 7,568 shares; 2025Q4: 6,433 shares; 2026Q1: 6,369 shares 6,369 $5.51M 0.23% -64 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: 165 shares; 2024Q4: 160 shares; 2025Q1: 170 shares; 2025Q2: 1,025 shares; 2025Q3: 1,751 shares; 2025Q4: 1,357 shares; 2026Q1: 1,290 shares 1,290 $5.43M 0.22% -67 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: 9,959 shares; 2024Q4: 9,562 shares; 2025Q1: 9,474 shares; 2025Q2: 17,608 shares; 2025Q3: 29,920 shares; 2025Q4: 21,058 shares; 2026Q1: 19,508 shares 19,508 $5.28M 0.22% -1,550 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: 8,715 shares; 2024Q4: 9,069 shares; 2025Q1: 9,098 shares; 2025Q2: 22,733 shares; 2025Q3: 50,258 shares; 2025Q4: 23,205 shares; 2026Q1: 21,594 shares 21,594 $5.28M 0.22% -1,611 Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297,069 shares; 2025Q3: 297,069 shares; 2025Q4: 297,089 shares; 2026Q1: 297,079 shares 297,079 $5.14M 0.21% -10 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: 13,171 shares; 2025Q3: 14,939 shares; 2025Q4: 12,909 shares; 2026Q1: 12,800 shares 12,800 $5.07M 0.21% -109 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: 21,463 shares; 2024Q4: 27,747 shares; 2025Q1: 28,977 shares; 2025Q2: 22,577 shares; 2025Q3: 66,413 shares; 2025Q4: 44,077 shares; 2026Q1: 41,537 shares 41,537 $5M 0.21% -2,540 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,231 shares; 2025Q3: 16,040 shares; 2025Q4: 12,933 shares; 2026Q1: 12,761 shares 12,761 $4.98M 0.21% -172 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: 1,240 shares; 2024Q4: 749 shares; 2025Q1: 784 shares; 2025Q2: 3,682 shares; 2025Q3: 8,375 shares; 2025Q4: 9,626 shares; 2026Q1: 11,391 shares 11,391 $4.93M 0.2% +1,765 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,216 shares; 2025Q3: 68,363 shares; 2025Q4: 61,879 shares; 2026Q1: 58,274 shares 58,274 $4.88M 0.2% -3,605 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,517 shares; 2024Q4: 4,517 shares; 2025Q1: 4,517 shares; 2025Q2: 4,829 shares; 2025Q3: 40,818 shares; 2025Q4: 41,767 shares; 2026Q1: 43,671 shares 43,671 $4.82M 0.2% +1,904 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: 1,884 shares; 2024Q4: 1,847 shares; 2025Q1: 1,820 shares; 2025Q2: 8,935 shares; 2025Q3: 17,294 shares; 2025Q4: 10,220 shares; 2026Q1: 9,673 shares 9,673 $4.8M 0.2% -547 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,473 shares; 2025Q3: 90,323 shares; 2025Q4: 86,774 shares; 2026Q1: 85,851 shares 85,851 $4.61M 0.19% -923 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,157 shares; 2025Q4: 4,533 shares; 2026Q1: 65,440 shares 65,440 $4.56M 0.19% +60,907 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: 4,245 shares; 2024Q4: 4,234 shares; 2025Q1: 4,386 shares; 2025Q2: 38,328 shares; 2025Q3: 79,837 shares; 2025Q4: 58,755 shares; 2026Q1: 56,241 shares 56,241 $4.48M 0.19% -2,514 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,715 shares; 2025Q3: 32,354 shares; 2025Q4: 25,451 shares; 2026Q1: 24,462 shares 24,462 $4.46M 0.18% -989 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: 48,196 shares; 2024Q4: 43,984 shares; 2025Q1: 42,595 shares; 2025Q2: 33,495 shares; 2025Q3: 29,624 shares; 2025Q4: 29,519 shares; 2026Q1: 30,022 shares 30,022 $4.45M 0.18% +503 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 52,957 shares; 2025Q3: 39,294 shares; 2025Q4: 38,602 shares; 2026Q1: 32,102 shares 32,102 $4.32M 0.18% -6,500 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: 14,111 shares; 2024Q4: 13,633 shares; 2025Q1: 13,680 shares; 2025Q2: 22,131 shares; 2025Q3: 38,464 shares; 2025Q4: 22,406 shares; 2026Q1: 22,332 shares 22,332 $4.31M 0.18% -74 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: 1,755 shares; 2024Q4: 1,971 shares; 2025Q1: 2,090 shares; 2025Q2: 13,156 shares; 2025Q3: 25,454 shares; 2025Q4: 18,533 shares; 2026Q1: 17,581 shares 17,581 $4.27M 0.18% -952 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: 42,125 shares; 2024Q4: 40,977 shares; 2025Q1: 40,509 shares; 2025Q2: 33,788 shares; 2025Q3: 26,022 shares; 2025Q4: 18,602 shares; 2026Q1: 21,546 shares 21,546 $4.14M 0.17% +2,944 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,106 shares; 2025Q3: 28,179 shares; 2025Q4: 24,742 shares; 2026Q1: 24,375 shares 24,375 $4.12M 0.17% -367 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,899 shares; 2024Q4: 11,899 shares; 2025Q1: 12,607 shares; 2025Q2: 12,646 shares; 2025Q3: 12,546 shares; 2025Q4: 16,194 shares; 2026Q1: 16,421 shares 16,421 $4.07M 0.17% +227 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: 20,528 shares 20,528 $4.05M 0.17% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,053 shares; 2024Q4: 6,180 shares; 2025Q1: 5,781 shares; 2025Q2: 3,513 shares; 2025Q3: 7,234 shares; 2025Q4: 4,704 shares; 2026Q1: 4,654 shares 4,654 $3.94M 0.16% -50 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 5,449 shares; 2025Q3: 27,898 shares; 2025Q4: 25,598 shares; 2026Q1: 25,777 shares 25,777 $3.89M 0.16% +179 Timeline RSMC TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 144,387 shares; 2025Q4: 154,865 shares; 2026Q1: 154,865 shares 154,865 $3.85M 0.16% 0 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: 5,212 shares; 2024Q4: 4,718 shares; 2025Q1: not reported; 2025Q2: 10,544 shares; 2025Q3: 46,626 shares; 2025Q4: 44,331 shares; 2026Q1: 32,015 shares 32,015 $3.8M 0.16% -12,316 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: 21,998 shares; 2024Q4: 26,143 shares; 2025Q1: 27,835 shares; 2025Q2: 33,569 shares; 2025Q3: 59,687 shares; 2025Q4: 42,426 shares; 2026Q1: 42,988 shares 42,988 $3.72M 0.15% +562 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: 13,749 shares; 2024Q4: 13,754 shares; 2025Q1: 14,313 shares; 2025Q2: 13,789 shares; 2025Q3: 17,246 shares; 2025Q4: 17,320 shares; 2026Q1: 18,836 shares 18,836 $3.7M 0.15% +1,516 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,559 shares; 2024Q4: 28,516 shares; 2025Q1: 35,700 shares; 2025Q2: 33,952 shares; 2025Q3: 65,925 shares; 2025Q4: 48,972 shares; 2026Q1: 68,056 shares 68,056 $3.68M 0.15% +19,084 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: 4,146 shares; 2025Q3: 8,145 shares; 2025Q4: 7,922 shares; 2026Q1: 7,226 shares 7,226 $3.5M 0.15% -696 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: 1,203 shares; 2024Q4: 995 shares; 2025Q1: 773 shares; 2025Q2: 841 shares; 2025Q3: 2,234 shares; 2025Q4: 2,093 shares; 2026Q1: 2,634 shares 2,634 $3.48M 0.14% +541 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,393 shares; 2024Q4: 73,778 shares; 2025Q1: 60,247 shares; 2025Q2: 65,538 shares; 2025Q3: 90,565 shares; 2025Q4: 132,068 shares; 2026Q1: 163,962 shares 163,962 $3.47M 0.14% +31,894 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: 2,051 shares; 2024Q4: 1,149 shares; 2025Q1: 1,105 shares; 2025Q2: 12,865 shares; 2025Q3: 25,072 shares; 2025Q4: 19,521 shares; 2026Q1: 18,290 shares 18,290 $3.47M 0.14% -1,231 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: not reported; 2024Q4: not reported; 2025Q1: 2,930 shares; 2025Q2: 6,871 shares; 2025Q3: 18,868 shares; 2025Q4: 8,716 shares; 2026Q1: 10,098 shares 10,098 $3.45M 0.14% +1,382 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: 11,282 shares; 2024Q4: 11,375 shares; 2025Q1: 12,018 shares; 2025Q2: 39,655 shares; 2025Q3: 82,745 shares; 2025Q4: 50,073 shares; 2026Q1: 45,347 shares 45,347 $3.45M 0.14% -4,726 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 252 shares; 2025Q1: 254 shares; 2025Q2: 1,945 shares; 2025Q3: 4,916 shares; 2025Q4: 3,579 shares; 2026Q1: 3,570 shares 3,570 $3.43M 0.14% -9 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: 9,583 shares; 2025Q3: 21,235 shares; 2025Q4: 8,204 shares; 2026Q1: 10,134 shares 10,134 $3.42M 0.14% +1,930 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,688 shares; 2025Q3: 23,590 shares; 2025Q4: 19,307 shares; 2026Q1: 18,481 shares 18,481 $3.37M 0.14% -826 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,350 shares; 2025Q3: 27,509 shares; 2025Q4: 13,886 shares; 2026Q1: 16,212 shares 16,212 $3.3M 0.14% +2,326 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: 4,079 shares; 2024Q4: 4,091 shares; 2025Q1: 4,074 shares; 2025Q2: 9,187 shares; 2025Q3: 17,436 shares; 2025Q4: 11,142 shares; 2026Q1: 10,535 shares 10,535 $3.27M 0.14% -607 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,629 shares; 2024Q4: 1,783 shares; 2025Q1: not reported; 2025Q2: 23,989 shares; 2025Q3: 33,946 shares; 2025Q4: 26,197 shares; 2026Q1: 26,493 shares 26,493 $3.27M 0.14% +296 Timeline ESGD 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: 33,477 shares; 2024Q4: 29,697 shares; 2025Q1: 30,797 shares; 2025Q2: 30,797 shares; 2025Q3: 32,329 shares; 2025Q4: 34,675 shares; 2026Q1: 34,138 shares 34,138 $3.26M 0.14% -537 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,068 shares; 2024Q4: 25,069 shares; 2025Q1: 25,069 shares; 2025Q2: 25,986 shares; 2025Q3: 22,774 shares; 2025Q4: 22,280 shares; 2026Q1: 23,574 shares 23,574 $3.26M 0.13% +1,294 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: 11,260 shares; 2024Q4: 8,569 shares; 2025Q1: 6,780 shares; 2025Q2: 27,299 shares; 2025Q3: 66,693 shares; 2025Q4: 36,583 shares; 2026Q1: 31,341 shares 31,341 $3.22M 0.13% -5,242 Timeline SPHQ 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: 62,286 shares; 2024Q4: 61,215 shares; 2025Q1: 62,817 shares; 2025Q2: 57,505 shares; 2025Q3: 46,816 shares; 2025Q4: 42,665 shares; 2026Q1: 42,757 shares 42,757 $3.21M 0.13% +92 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,801 shares; 2024Q4: 14,002 shares; 2025Q1: 13,616 shares; 2025Q2: 15,799 shares; 2025Q3: 15,840 shares; 2025Q4: 10,167 shares; 2026Q1: 11,145 shares 11,145 $3.2M 0.13% +978 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: 1,120 shares; 2024Q4: 1,160 shares; 2025Q1: 1,176 shares; 2025Q2: 3,397 shares; 2025Q3: 5,906 shares; 2025Q4: 3,174 shares; 2026Q1: 4,480 shares 4,480 $3.17M 0.13% +1,306 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,876 shares; 2024Q4: 26,839 shares; 2025Q1: 26,579 shares; 2025Q2: 23,968 shares; 2025Q3: 18,508 shares; 2025Q4: 17,189 shares; 2026Q1: 17,116 shares 17,116 $3.15M 0.13% -73 Timeline HIMU 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: not reported; 2024Q4: not reported; 2025Q1: 53,557 shares; 2025Q2: 52,135 shares; 2025Q3: 55,282 shares; 2025Q4: 60,287 shares; 2026Q1: 64,575 shares 64,575 $3.1M 0.13% +4,288 Timeline SPGP 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: 45,555 shares; 2024Q4: 45,692 shares; 2025Q1: 45,905 shares; 2025Q2: 41,356 shares; 2025Q3: 32,574 shares; 2025Q4: 28,163 shares; 2026Q1: 28,702 shares 28,702 $3.09M 0.13% +539 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: 2,794 shares; 2024Q4: not reported; 2025Q1: 3,094 shares; 2025Q2: 21,233 shares; 2025Q3: 54,111 shares; 2025Q4: 35,850 shares; 2026Q1: 33,031 shares 33,031 $3.07M 0.13% -2,819 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,111 shares; 2024Q4: 12,703 shares; 2025Q1: 13,491 shares; 2025Q2: 15,005 shares; 2025Q3: 22,647 shares; 2025Q4: 14,586 shares; 2026Q1: 14,355 shares 14,355 $3.01M 0.12% -231 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: 14,797 shares; 2024Q4: 11,377 shares; 2025Q1: 9,021 shares; 2025Q2: 7,134 shares; 2025Q3: 15,763 shares; 2025Q4: 31,619 shares; 2026Q1: 30,890 shares 30,890 $3M 0.12% -729 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: not reported; 2025Q1: not reported; 2025Q2: 17,395 shares; 2025Q3: 39,777 shares; 2025Q4: 33,384 shares; 2026Q1: 32,007 shares 32,007 $2.96M 0.12% -1,377 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: 9,797 shares; 2024Q4: 6,908 shares; 2025Q1: 6,911 shares; 2025Q2: 8,594 shares; 2025Q3: 9,884 shares; 2025Q4: 7,088 shares; 2026Q1: 6,986 shares 6,986 $2.91M 0.12% -102 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: 2,969 shares; 2024Q4: 2,906 shares; 2025Q1: 1,684 shares; 2025Q2: 7,483 shares; 2025Q3: 17,034 shares; 2025Q4: 7,584 shares; 2026Q1: 10,143 shares 10,143 $2.88M 0.12% +2,559 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: not reported; 2025Q1: not reported; 2025Q2: 1,345 shares; 2025Q3: 7,341 shares; 2025Q4: 6,506 shares; 2026Q1: 7,236 shares 7,236 $2.77M 0.11% +730 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: 2,810 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,370 shares; 2025Q3: 11,907 shares; 2025Q4: 9,031 shares; 2026Q1: 9,144 shares 9,144 $2.77M 0.11% +113 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: 4,726 shares; 2024Q4: 4,559 shares; 2025Q1: 4,636 shares; 2025Q2: 7,715 shares; 2025Q3: 19,472 shares; 2025Q4: 12,334 shares; 2026Q1: 11,581 shares 11,581 $2.74M 0.11% -753 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: not reported; 2025Q2: 2,373 shares; 2025Q3: 18,415 shares; 2025Q4: 13,773 shares; 2026Q1: 11,379 shares 11,379 $2.72M 0.11% -2,394 Timeline XYZ BLOCK INC More: the full row for BLOCK 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: 41,408 shares; 2025Q3: 77,980 shares; 2025Q4: 61,523 shares; 2026Q1: 44,912 shares 44,912 $2.7M 0.11% -16,611 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: 10,664 shares; 2024Q4: 8,127 shares; 2025Q1: 8,521 shares; 2025Q2: 24,350 shares; 2025Q3: 44,969 shares; 2025Q4: 19,025 shares; 2026Q1: 18,588 shares 18,588 $2.68M 0.11% -437 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: 2,116 shares; 2024Q4: 2,707 shares; 2025Q1: 2,778 shares; 2025Q2: 2,522 shares; 2025Q3: 3,547 shares; 2025Q4: 3,689 shares; 2026Q1: 3,783 shares 3,783 $2.64M 0.11% +94 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: 4,675 shares; 2025Q1: 4,655 shares; 2025Q2: 4,649 shares; 2025Q3: 4,548 shares; 2025Q4: 4,548 shares; 2026Q1: 7,034 shares 7,034 $2.61M 0.11% +2,486 Timeline PD PAGERDUTY INC More: the full row for PAGERDUTY 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: 410,931 shares 410,931 $2.55M 0.11% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,386 shares; 2025Q3: 12,073 shares; 2025Q4: 9,048 shares; 2026Q1: 19,989 shares 19,989 $2.52M 0.1% +10,941 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,510 shares; 2025Q2: 23,424 shares; 2025Q3: 244,294 shares; 2025Q4: 61,597 shares; 2026Q1: 100,843 shares 100,843 $2.5M 0.1% +39,246 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: 7,169 shares; 2024Q4: 7,322 shares; 2025Q1: 7,296 shares; 2025Q2: 12,016 shares; 2025Q3: 16,233 shares; 2025Q4: 10,879 shares; 2026Q1: 11,015 shares 11,015 $2.49M 0.1% +136 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,290 shares; 2024Q4: 30,390 shares; 2025Q1: 29,523 shares; 2025Q2: 28,089 shares; 2025Q3: 26,789 shares; 2025Q4: 24,763 shares; 2026Q1: 24,713 shares 24,713 $2.49M 0.1% -50 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: 5,815 shares; 2024Q4: 5,889 shares; 2025Q1: 6,250 shares; 2025Q2: 16,565 shares; 2025Q3: 39,687 shares; 2025Q4: 16,097 shares; 2026Q1: 16,847 shares 16,847 $2.46M 0.1% +750 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,737 shares; 2025Q4: 1,985 shares; 2026Q1: 16,809 shares 16,809 $2.46M 0.1% +14,824 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: 7,698 shares; 2024Q4: 10,370 shares; 2025Q1: 11,399 shares; 2025Q2: 18,507 shares; 2025Q3: 33,977 shares; 2025Q4: 19,230 shares; 2026Q1: 18,906 shares 18,906 $2.43M 0.1% -324 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: not reported; 2025Q1: not reported; 2025Q2: 10,383 shares; 2025Q3: 18,996 shares; 2025Q4: 12,729 shares; 2026Q1: 12,206 shares 12,206 $2.42M 0.1% -523 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: 4,686 shares; 2024Q4: 4,917 shares; 2025Q1: 4,792 shares; 2025Q2: 7,786 shares; 2025Q3: 12,514 shares; 2025Q4: 12,272 shares; 2026Q1: 12,610 shares 12,610 $2.42M 0.1% +338 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: 2,724 shares; 2024Q4: 2,938 shares; 2025Q1: 3,333 shares; 2025Q2: 17,483 shares; 2025Q3: 42,844 shares; 2025Q4: 25,477 shares; 2026Q1: 24,931 shares 24,931 $2.4M 0.1% -546 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: 1,009 shares; 2025Q1: not reported; 2025Q2: 2,582 shares; 2025Q3: 8,144 shares; 2025Q4: 5,316 shares; 2026Q1: 5,566 shares 5,566 $2.37M 0.1% +250 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: 8,000 shares; 2024Q4: 8,239 shares; 2025Q1: 8,106 shares; 2025Q2: 9,086 shares; 2025Q3: 107,003 shares; 2025Q4: 7,799 shares; 2026Q1: 38,097 shares 38,097 $2.31M 0.1% +30,298 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: 50,662 shares; 2024Q4: 49,881 shares; 2025Q1: 49,858 shares; 2025Q2: 29,375 shares; 2025Q3: 27,562 shares; 2025Q4: 18,255 shares; 2026Q1: 18,462 shares 18,462 $2.29M 0.09% +207 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,591 shares; 2024Q4: 8,651 shares; 2025Q1: 9,130 shares; 2025Q2: 8,964 shares; 2025Q3: 8,572 shares; 2025Q4: 8,482 shares; 2026Q1: 8,775 shares 8,775 $2.26M 0.09% +293 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: 4,244 shares; 2024Q4: 4,464 shares; 2025Q1: 4,673 shares; 2025Q2: 8,287 shares; 2025Q3: 12,627 shares; 2025Q4: 6,751 shares; 2026Q1: 6,336 shares 6,336 $2.23M 0.09% -415 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,938 shares; 2024Q4: 84,987 shares; 2025Q1: 86,477 shares; 2025Q2: 86,388 shares; 2025Q3: 90,092 shares; 2025Q4: 89,404 shares; 2026Q1: 77,516 shares 77,516 $2.16M 0.09% -11,888 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: not reported; 2025Q1: not reported; 2025Q2: 2,931 shares; 2025Q3: 16,742 shares; 2025Q4: 11,220 shares; 2026Q1: 10,378 shares 10,378 $2.07M 0.09% -842 Timeline RUN SUNRUN INC More: the full row for SUNRUN 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: 149,050 shares; 2025Q3: 149,050 shares; 2025Q4: 149,140 shares; 2026Q1: 149,090 shares 149,090 $2.02M 0.08% -50 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,858 shares; 2025Q3: 22,474 shares; 2025Q4: 24,765 shares; 2026Q1: 25,116 shares 25,116 $2.01M 0.08% +351 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,976 shares; 2024Q4: 7,901 shares; 2025Q1: 7,889 shares; 2025Q2: 8,180 shares; 2025Q3: 11,580 shares; 2025Q4: 7,050 shares; 2026Q1: 7,661 shares 7,661 $2.01M 0.08% +611 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: 40,254 shares; 2024Q4: 36,843 shares; 2025Q1: 35,794 shares; 2025Q2: 19,779 shares; 2025Q3: 18,930 shares; 2025Q4: 18,916 shares; 2026Q1: 18,869 shares 18,869 $2M 0.08% -47 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,851 shares; 2025Q3: 57,169 shares; 2025Q4: 40,883 shares; 2026Q1: 37,998 shares 37,998 $1.98M 0.08% -2,885 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 10,035 shares; 2025Q1: 10,035 shares; 2025Q2: 12,894 shares; 2025Q3: 71,036 shares; 2025Q4: 67,251 shares; 2026Q1: 63,918 shares 63,918 $1.96M 0.08% -3,333 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,765 shares; 2024Q4: 7,788 shares; 2025Q1: 8,057 shares; 2025Q2: 7,958 shares; 2025Q3: 5,984 shares; 2025Q4: 6,202 shares; 2026Q1: 6,476 shares 6,476 $1.96M 0.08% +274 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,240 shares; 2025Q3: 12,793 shares; 2025Q4: 10,066 shares; 2026Q1: 10,810 shares 10,810 $1.89M 0.08% +744 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,457 shares; 2025Q1: 2,651 shares; 2025Q2: 10,758 shares; 2025Q3: 19,581 shares; 2025Q4: 9,519 shares; 2026Q1: 8,966 shares 8,966 $1.87M 0.08% -553 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: 2,867 shares; 2024Q4: 2,867 shares; 2025Q1: 2,867 shares; 2025Q2: 1,436 shares; 2025Q3: 3,007 shares; 2025Q4: 1,436 shares; 2026Q1: 12,038 shares 12,038 $1.87M 0.08% +10,602 Timeline USMV 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: 4,538 shares; 2025Q3: 20,518 shares; 2025Q4: 20,118 shares; 2026Q1: 20,118 shares 20,118 $1.87M 0.08% 0 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: 461 shares; 2024Q4: 317 shares; 2025Q1: 312 shares; 2025Q2: 915 shares; 2025Q3: 1,524 shares; 2025Q4: 1,500 shares; 2026Q1: 1,060 shares 1,060 $1.83M 0.08% -440 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,742 shares; 2024Q4: 19,018 shares; 2025Q1: 23,261 shares; 2025Q2: 23,213 shares; 2025Q3: 23,454 shares; 2025Q4: 19,848 shares; 2026Q1: 20,662 shares 20,662 $1.83M 0.08% +814 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,381 shares; 2024Q4: 24,424 shares; 2025Q1: 25,396 shares; 2025Q2: 27,282 shares; 2025Q3: 27,516 shares; 2025Q4: 33,503 shares; 2026Q1: 38,457 shares 38,457 $1.81M 0.07% +4,954 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,269 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,093 shares; 2025Q4: 376 shares; 2026Q1: 2,297 shares 2,297 $1.77M 0.07% +1,921 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO 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: 10,618 shares; 2025Q3: 24,726 shares; 2025Q4: 21,885 shares; 2026Q1: 17,903 shares 17,903 $1.76M 0.07% -3,982 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,977 shares; 2024Q4: 10,250 shares; 2025Q1: 10,550 shares; 2025Q2: 40,658 shares; 2025Q3: 63,701 shares; 2025Q4: 29,756 shares; 2026Q1: 30,471 shares 30,471 $1.76M 0.07% +715 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: 4,452 shares; 2024Q4: 4,422 shares; 2025Q1: 4,259 shares; 2025Q2: 5,430 shares; 2025Q3: 6,324 shares; 2025Q4: 10,398 shares; 2026Q1: 13,015 shares 13,015 $1.73M 0.07% +2,617 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,304 shares; 2024Q4: 18,168 shares; 2025Q1: 17,912 shares; 2025Q2: 15,731 shares; 2025Q3: 14,154 shares; 2025Q4: 12,998 shares; 2026Q1: 12,998 shares 12,998 $1.72M 0.07% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,569 shares; 2024Q4: 5,074 shares; 2025Q1: 3,294 shares; 2025Q2: 2,547 shares; 2025Q3: 5,453 shares; 2025Q4: 6,111 shares; 2026Q1: 9,970 shares 9,970 $1.71M 0.07% +3,859 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,472 shares; 2025Q3: 5,258 shares; 2025Q4: 3,303 shares; 2026Q1: 3,178 shares 3,178 $1.66M 0.07% -125 Timeline APPS DIGITAL TURBINE INC More: the full row for DIGITAL TURBINE 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: 406,139 shares; 2025Q4: 406,139 shares; 2026Q1: 576,273 shares 576,273 $1.66M 0.07% +170,134 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 1,919 shares; 2025Q1: not reported; 2025Q2: 16,106 shares; 2025Q3: 612,584 shares; 2025Q4: 128,439 shares; 2026Q1: 13,081 shares 13,081 $1.65M 0.07% -115,358 Timeline USXF 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: 10,360 shares; 2025Q4: 27,053 shares; 2026Q1: 29,445 shares 29,445 $1.63M 0.07% +2,392 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,152 shares; 2026Q1: 28,152 shares 28,152 $1.6M 0.07% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,896 shares; 2026Q1: 31,253 shares 31,253 $1.58M 0.07% +357 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,559 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,655 shares; 2025Q4: 28,561 shares; 2026Q1: 28,422 shares 28,422 $1.57M 0.07% -139 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,861 shares; 2024Q4: 3,433 shares; 2025Q1: not reported; 2025Q2: 3,167 shares; 2025Q3: 14,865 shares; 2025Q4: 11,367 shares; 2026Q1: 11,448 shares 11,448 $1.57M 0.07% +81 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,075 shares; 2025Q2: 13,184 shares; 2025Q3: 14,930 shares; 2025Q4: 15,900 shares; 2026Q1: 20,920 shares 20,920 $1.57M 0.06% +5,020 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,881 shares; 2024Q4: 51,462 shares; 2025Q1: 52,186 shares; 2025Q2: 54,633 shares; 2025Q3: 57,964 shares; 2025Q4: 45,331 shares; 2026Q1: 45,991 shares 45,991 $1.54M 0.06% +660 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,439 shares 14,439 $1.53M 0.06% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,609 shares; 2025Q1: not reported; 2025Q2: 1,609 shares; 2025Q3: 4,868 shares; 2025Q4: 9,948 shares; 2026Q1: 10,660 shares 10,660 $1.51M 0.06% +712 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,475 shares 12,475 $1.49M 0.06% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,418 shares; 2025Q3: 9,674 shares; 2025Q4: 10,962 shares; 2026Q1: 11,870 shares 11,870 $1.49M 0.06% +908 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,163 shares; 2026Q1: 15,163 shares 15,163 $1.47M 0.06% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,701 shares; 2024Q4: 12,917 shares; 2025Q1: 12,157 shares; 2025Q2: 12,032 shares; 2025Q3: 12,907 shares; 2025Q4: 15,601 shares; 2026Q1: 18,585 shares 18,585 $1.46M 0.06% +2,984 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,469 shares; 2024Q4: 11,557 shares; 2025Q1: 9,011 shares; 2025Q2: 9,670 shares; 2025Q3: 13,835 shares; 2025Q4: 23,932 shares; 2026Q1: 42,701 shares 42,701 $1.42M 0.06% +18,769 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,794 shares; 2024Q4: 17,794 shares; 2025Q1: 17,794 shares; 2025Q2: 18,771 shares; 2025Q3: 17,894 shares; 2025Q4: 17,883 shares; 2026Q1: 18,919 shares 18,919 $1.41M 0.06% +1,036 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,156 shares; 2025Q3: 23,864 shares; 2025Q4: 23,707 shares; 2026Q1: 23,827 shares 23,827 $1.41M 0.06% +120 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: 1,503 shares; 2024Q4: 2,327 shares; 2025Q1: 2,322 shares; 2025Q2: 3,625 shares; 2025Q3: 5,312 shares; 2025Q4: 3,637 shares; 2026Q1: 3,227 shares 3,227 $1.4M 0.06% -410 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,351 shares; 2025Q4: 49,190 shares; 2026Q1: 81,088 shares 81,088 $1.38M 0.06% +31,898 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,863 shares; 2026Q1: 17,762 shares 17,762 $1.37M 0.06% +899 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: 31,261 shares; 2025Q3: 92,439 shares; 2025Q4: 34,326 shares; 2026Q1: 31,031 shares 31,031 $1.37M 0.06% -3,295 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: 824 shares; 2025Q1: not reported; 2025Q2: 1,897 shares; 2025Q3: 4,369 shares; 2025Q4: 1,487 shares; 2026Q1: 1,566 shares 1,566 $1.37M 0.06% +79 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: 8,769 shares; 2024Q4: 9,033 shares; 2025Q1: 9,260 shares; 2025Q2: 22,042 shares; 2025Q3: 35,467 shares; 2025Q4: 11,390 shares; 2026Q1: 12,046 shares 12,046 $1.37M 0.06% +656 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,195 shares; 2025Q3: 111,985 shares; 2025Q4: 115,830 shares; 2026Q1: 94,913 shares 94,913 $1.36M 0.06% -20,917 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,645 shares; 2025Q4: 13,645 shares; 2026Q1: 13,645 shares 13,645 $1.36M 0.06% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 1,179 shares; 2025Q1: 1,218 shares; 2025Q2: 3,296 shares; 2025Q3: 5,287 shares; 2025Q4: 2,918 shares; 2026Q1: 2,415 shares 2,415 $1.36M 0.06% -503 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 4,032 shares; 2025Q1: 4,032 shares; 2025Q2: 2,853 shares; 2025Q3: 11,936 shares; 2025Q4: 11,936 shares; 2026Q1: 9,709 shares 9,709 $1.34M 0.06% -2,227 Timeline LQD 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: 13,170 shares; 2024Q4: 12,022 shares; 2025Q1: 11,523 shares; 2025Q2: 11,491 shares; 2025Q3: 10,912 shares; 2025Q4: 9,774 shares; 2026Q1: 11,968 shares 11,968 $1.3M 0.05% +2,194 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,627 shares; 2024Q4: 18,886 shares; 2025Q1: 21,326 shares; 2025Q2: 26,619 shares; 2025Q3: 29,100 shares; 2025Q4: 35,038 shares; 2026Q1: 47,015 shares 47,015 $1.29M 0.05% +11,977 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 2,831 shares; 2025Q3: 25,147 shares; 2025Q4: 22,577 shares; 2026Q1: 22,736 shares 22,736 $1.29M 0.05% +159 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,146 shares; 2025Q2: 36,247 shares; 2025Q3: 46,998 shares; 2025Q4: 38,914 shares; 2026Q1: 49,555 shares 49,555 $1.28M 0.05% +10,641 Timeline KAZR SKYLINE BLDRS GROUP HLDG LTD More: the full row for SKYLINE BLDRS GROUP HLDG 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: 410,000 shares 410,000 $1.27M 0.05% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 133,564 shares; 2025Q1: 130,933 shares; 2025Q2: 104,154 shares; 2025Q3: 52,744 shares; 2025Q4: 34,898 shares; 2026Q1: 25,159 shares 25,159 $1.26M 0.05% -9,739 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,876 shares 11,876 $1.21M 0.05% new 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: 5,328 shares; 2024Q4: 5,345 shares; 2025Q1: 6,251 shares; 2025Q2: 20,906 shares; 2025Q3: 65,155 shares; 2025Q4: 28,956 shares; 2026Q1: 24,047 shares 24,047 $1.21M 0.05% -4,909 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,223 shares; 2024Q4: 18,699 shares; 2025Q1: 19,190 shares; 2025Q2: 17,997 shares; 2025Q3: 20,768 shares; 2025Q4: 19,675 shares; 2026Q1: 18,119 shares 18,119 $1.17M 0.05% -1,556 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,903 shares; 2024Q4: 30,875 shares; 2025Q1: 32,008 shares; 2025Q2: 31,354 shares; 2025Q3: 35,819 shares; 2025Q4: 42,992 shares; 2026Q1: 45,887 shares 45,887 $1.17M 0.05% +2,895 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,674 shares; 2024Q4: 30,641 shares; 2025Q1: 31,764 shares; 2025Q2: 31,114 shares; 2025Q3: 35,527 shares; 2025Q4: 42,646 shares; 2026Q1: 45,527 shares 45,527 $1.17M 0.05% +2,881 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,897 shares; 2024Q4: 3,885 shares; 2025Q1: 3,881 shares; 2025Q2: 3,875 shares; 2025Q3: 3,666 shares; 2025Q4: 3,665 shares; 2026Q1: 3,668 shares 3,668 $1.17M 0.05% +3 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,768 shares; 2024Q4: 30,734 shares; 2025Q1: 31,870 shares; 2025Q2: 31,217 shares; 2025Q3: 35,638 shares; 2025Q4: 42,753 shares; 2026Q1: 45,618 shares 45,618 $1.16M 0.05% +2,865 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,905 shares; 2024Q4: 30,873 shares; 2025Q1: 32,029 shares; 2025Q2: 31,374 shares; 2025Q3: 35,843 shares; 2025Q4: 42,988 shares; 2026Q1: 45,855 shares 45,855 $1.16M 0.05% +2,867 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,190 shares; 2025Q3: 17,902 shares; 2025Q4: 4,205 shares; 2026Q1: 8,517 shares 8,517 $1.16M 0.05% +4,312 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,419 shares; 2024Q4: 10,502 shares; 2025Q1: 10,998 shares; 2025Q2: 10,282 shares; 2025Q3: 11,451 shares; 2025Q4: 13,139 shares; 2026Q1: 16,629 shares 16,629 $1.15M 0.05% +3,490 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,233 shares; 2025Q1: not reported; 2025Q2: 7,573 shares; 2025Q3: 16,163 shares; 2025Q4: 10,580 shares; 2026Q1: 9,757 shares 9,757 $1.15M 0.05% -823 Timeline IBMS 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: 29,234 shares; 2025Q1: 30,395 shares; 2025Q2: 29,899 shares; 2025Q3: 34,163 shares; 2025Q4: 41,404 shares; 2026Q1: 44,092 shares 44,092 $1.14M 0.05% +2,688 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,793 shares; 2024Q4: 5,174 shares; 2025Q1: 5,764 shares; 2025Q2: 8,021 shares; 2025Q3: 8,179 shares; 2025Q4: 10,005 shares; 2026Q1: 15,293 shares 15,293 $1.14M 0.05% +5,288 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 53,832 shares 53,832 $1.14M 0.05% new 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: 998 shares; 2024Q4: 1,010 shares; 2025Q1: 1,044 shares; 2025Q2: 2,175 shares; 2025Q3: 3,883 shares; 2025Q4: 2,096 shares; 2026Q1: 1,878 shares 1,878 $1.14M 0.05% -218 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,768 shares; 2024Q4: 4,921 shares; 2025Q1: 5,207 shares; 2025Q2: 15,476 shares; 2025Q3: 29,045 shares; 2025Q4: 12,878 shares; 2026Q1: 11,835 shares 11,835 $1.11M 0.05% -1,043 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,335 shares; 2025Q3: 45,604 shares; 2025Q4: 22,608 shares; 2026Q1: 23,696 shares 23,696 $1.1M 0.05% +1,088 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: not reported; 2025Q1: 2,528 shares; 2025Q2: 13,290 shares; 2025Q3: 27,947 shares; 2025Q4: 10,004 shares; 2026Q1: 11,385 shares 11,385 $1.1M 0.05% +1,381 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,476 shares; 2024Q4: 10,404 shares; 2025Q1: 10,404 shares; 2025Q2: 10,404 shares; 2025Q3: 10,404 shares; 2025Q4: 10,404 shares; 2026Q1: 13,517 shares 13,517 $1.09M 0.05% +3,113 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: 27,525 shares; 2024Q4: 23,660 shares; 2025Q1: 22,705 shares; 2025Q2: 17,660 shares; 2025Q3: 15,150 shares; 2025Q4: 16,736 shares; 2026Q1: 20,708 shares 20,708 $1.09M 0.05% +3,972 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,173 shares; 2024Q4: 5,239 shares; 2025Q1: 4,927 shares; 2025Q2: 9,697 shares; 2025Q3: 10,054 shares; 2025Q4: 5,867 shares; 2026Q1: 11,845 shares 11,845 $1.07M 0.04% +5,978 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,959 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,752 shares; 2025Q3: 10,228 shares; 2025Q4: 8,328 shares; 2026Q1: 9,016 shares 9,016 $1.07M 0.04% +688 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,853 shares; 2024Q4: 10,758 shares; 2025Q1: 13,060 shares; 2025Q2: 14,603 shares; 2025Q3: 14,745 shares; 2025Q4: 17,839 shares; 2026Q1: 22,144 shares 22,144 $1.07M 0.04% +4,305 Timeline CUE CUE BIOPHARMA INC More: the full row for CUE BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,331,644 shares; 2025Q3: 3,431,644 shares; 2025Q4: 4,631,644 shares; 2026Q1: 4,631,644 shares 4,631,644 $1.06M 0.04% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,879 shares; 2024Q4: 12,967 shares; 2025Q1: 12,967 shares; 2025Q2: 11,847 shares; 2025Q3: 23,538 shares; 2025Q4: 23,304 shares; 2026Q1: 23,304 shares 23,304 $1.06M 0.04% 0 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: 15,689 shares; 2024Q4: 14,992 shares; 2025Q1: 9,443 shares; 2025Q2: 13,932 shares; 2025Q3: 20,267 shares; 2025Q4: 25,533 shares; 2026Q1: 28,640 shares 28,640 $1.05M 0.04% +3,107 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: 616 shares; 2024Q4: 677 shares; 2025Q1: not reported; 2025Q2: 5,248 shares; 2025Q3: 14,576 shares; 2025Q4: 4,992 shares; 2026Q1: 4,290 shares 4,290 $1.04M 0.04% -702 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: 1,353 shares; 2024Q4: 1,363 shares; 2025Q1: 1,363 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,025 shares; 2026Q1: 3,296 shares 3,296 $1.03M 0.04% +2,271 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: 2,807 shares; 2024Q4: 2,781 shares; 2025Q1: 2,913 shares; 2025Q2: 4,441 shares; 2025Q3: 7,367 shares; 2025Q4: 3,679 shares; 2026Q1: 3,596 shares 3,596 $1.03M 0.04% -83 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,811 shares; 2025Q3: 24,679 shares; 2025Q4: 10,560 shares; 2026Q1: 11,030 shares 11,030 $1.02M 0.04% +470 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,940 shares; 2024Q4: 4,150 shares; 2025Q1: 3,524 shares; 2025Q2: 1,726 shares; 2025Q3: 2,776 shares; 2025Q4: 1,589 shares; 2026Q1: 2,526 shares 2,526 $1.01M 0.04% +937 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: 2,978 shares; 2024Q4: 2,841 shares; 2025Q1: 2,987 shares; 2025Q2: 6,148 shares; 2025Q3: 10,202 shares; 2025Q4: 5,434 shares; 2026Q1: 4,830 shares 4,830 $1.01M 0.04% -604 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: 12,715 shares; 2024Q4: 12,127 shares; 2025Q1: 4,062 shares; 2025Q2: 8,313 shares; 2025Q3: 7,659 shares; 2025Q4: 10,697 shares; 2026Q1: 20,102 shares 20,102 $1M 0.04% +9,405 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 1,500 shares; 2025Q1: 1,514 shares; 2025Q2: 1,250 shares; 2025Q3: 1,359 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $988K 0.04% 0 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 29,923 shares; 2025Q4: 26,004 shares; 2026Q1: 39,778 shares 39,778 $967K 0.04% +13,774 Timeline VERA VERA THERAPEUTICS INC More: the full row for VERA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,567 shares; 2025Q3: 38,885 shares; 2025Q4: 23,985 shares; 2026Q1: 23,999 shares 23,999 $965K 0.04% +14 Timeline SPLV 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: 15,155 shares; 2025Q3: 9,272 shares; 2025Q4: 9,272 shares; 2026Q1: 13,038 shares 13,038 $954K 0.04% +3,766 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,296 shares; 2026Q1: 10,421 shares 10,421 $949K 0.04% +1,125 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,394 shares; 2025Q4: 65,446 shares; 2026Q1: 17,055 shares 17,055 $947K 0.04% -48,391 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 864 shares; 2025Q1: 954 shares; 2025Q2: 3,356 shares; 2025Q3: 5,588 shares; 2025Q4: 4,162 shares; 2026Q1: 2,656 shares 2,656 $940K 0.04% -1,506 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: 2,454 shares; 2024Q4: not reported; 2025Q1: 1,001 shares; 2025Q2: 3,027 shares; 2025Q3: 6,873 shares; 2025Q4: 3,373 shares; 2026Q1: 3,510 shares 3,510 $934K 0.04% +137 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,606 shares; 2025Q4: 9,117 shares; 2026Q1: 23,946 shares 23,946 $933K 0.04% +14,829 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,632 shares; 2024Q4: 30,777 shares; 2025Q1: 31,730 shares; 2025Q2: 22,106 shares; 2025Q3: 26,618 shares; 2025Q4: 28,300 shares; 2026Q1: 32,789 shares 32,789 $932K 0.04% +4,489 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,884 shares; 2024Q4: 31,532 shares; 2025Q1: 18,636 shares; 2025Q2: 19,624 shares; 2025Q3: 20,567 shares; 2025Q4: 26,313 shares; 2026Q1: 61,856 shares 61,856 $922K 0.04% +35,543 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,834 shares; 2025Q4: 14,611 shares; 2026Q1: 12,657 shares 12,657 $920K 0.04% -1,954 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,538 shares; 2025Q4: 3,448 shares; 2026Q1: 3,649 shares 3,649 $914K 0.04% +201 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,551 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,510 shares; 2025Q3: 8,020 shares; 2025Q4: 8,427 shares; 2026Q1: 10,709 shares 10,709 $906K 0.04% +2,282 Timeline EAGG 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: 7,664 shares; 2025Q4: 17,946 shares; 2026Q1: 18,998 shares 18,998 $903K 0.04% +1,052 Timeline SUSC 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: 15,618 shares; 2025Q4: 36,750 shares; 2026Q1: 38,903 shares 38,903 $900K 0.04% +2,153 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,519 shares; 2024Q4: 12,519 shares; 2025Q1: 7,812 shares; 2025Q2: 14,833 shares; 2025Q3: 16,491 shares; 2025Q4: 17,526 shares; 2026Q1: 21,838 shares 21,838 $870K 0.04% +4,312 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS 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: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,005 shares; 2026Q1: 5,005 shares 5,005 $869K 0.04% -1,000 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,411 shares; 2025Q4: 23,191 shares; 2026Q1: 23,191 shares 23,191 $869K 0.04% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,473 shares; 2025Q3: 29,147 shares; 2025Q4: 9,479 shares; 2026Q1: 11,956 shares 11,956 $866K 0.04% +2,477 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,423 shares; 2025Q2: 11,047 shares; 2025Q3: 10,726 shares; 2025Q4: 10,176 shares; 2026Q1: 9,717 shares 9,717 $857K 0.04% -459 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: not reported; 2025Q1: not reported; 2025Q2: 8,038 shares; 2025Q3: 20,312 shares; 2025Q4: 10,613 shares; 2026Q1: 9,546 shares 9,546 $855K 0.04% -1,067 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: 5,250 shares; 2024Q4: 18,972 shares; 2025Q1: 19,087 shares; 2025Q2: 24,189 shares; 2025Q3: 30,661 shares; 2025Q4: 28,455 shares; 2026Q1: 29,309 shares 29,309 $854K 0.04% +854 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,558 shares; 2025Q1: 1,567 shares; 2025Q2: 5,113 shares; 2025Q3: 12,849 shares; 2025Q4: 8,073 shares; 2026Q1: 7,393 shares 7,393 $850K 0.04% -680 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: 2,999 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,818 shares; 2025Q3: 5,102 shares; 2025Q4: 3,021 shares; 2026Q1: 2,842 shares 2,842 $829K 0.03% -179 Timeline SMMD 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: 20,179 shares; 2024Q4: 18,110 shares; 2025Q1: 17,812 shares; 2025Q2: 17,114 shares; 2025Q3: 11,528 shares; 2025Q4: 9,928 shares; 2026Q1: 10,832 shares 10,832 $827K 0.03% +904 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: not reported; 2024Q4: not reported; 2025Q1: 8,751 shares; 2025Q2: 8,700 shares; 2025Q3: 8,637 shares; 2025Q4: 10,224 shares; 2026Q1: 10,511 shares 10,511 $824K 0.03% +287 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 992 shares; 2025Q3: 2,558 shares; 2025Q4: 1,280 shares; 2026Q1: 1,198 shares 1,198 $817K 0.03% -82 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: 13,777 shares; 2024Q4: 13,649 shares; 2025Q1: 13,591 shares; 2025Q2: 28,023 shares; 2025Q3: 39,407 shares; 2025Q4: 18,749 shares; 2026Q1: 19,507 shares 19,507 $801K 0.03% +758 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,209 shares; 2025Q1: 4,125 shares; 2025Q2: 5,593 shares; 2025Q3: 12,248 shares; 2025Q4: 9,351 shares; 2026Q1: 16,153 shares 16,153 $797K 0.03% +6,802 Timeline IBMT 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: 30,812 shares 30,812 $791K 0.03% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,332 shares; 2025Q1: 6,610 shares; 2025Q2: 12,987 shares; 2025Q3: 22,513 shares; 2025Q4: 11,195 shares; 2026Q1: 12,223 shares 12,223 $790K 0.03% +1,028 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,519 shares; 2024Q4: 11,438 shares; 2025Q1: 8,543 shares; 2025Q2: 7,982 shares; 2025Q3: 9,388 shares; 2025Q4: 10,366 shares; 2026Q1: 13,474 shares 13,474 $788K 0.03% +3,108 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,461 shares; 2025Q3: 4,272 shares; 2025Q4: 3,226 shares; 2026Q1: 3,711 shares 3,711 $774K 0.03% +485 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,187 shares; 2024Q4: 19,443 shares; 2025Q1: 19,474 shares; 2025Q2: 21,302 shares; 2025Q3: 25,890 shares; 2025Q4: 25,348 shares; 2026Q1: 29,604 shares 29,604 $771K 0.03% +4,256 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,689 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,955 shares; 2025Q4: 3,715 shares; 2026Q1: 5,022 shares 5,022 $767K 0.03% +1,307 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,339 shares; 2025Q1: not reported; 2025Q2: 4,973 shares; 2025Q3: 11,399 shares; 2025Q4: 7,092 shares; 2026Q1: 6,785 shares 6,785 $756K 0.03% -307 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE 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: 56,176 shares; 2025Q4: 51,351 shares; 2026Q1: 50,208 shares 50,208 $754K 0.03% -1,143 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,267 shares; 2025Q3: 18,958 shares; 2025Q4: 20,391 shares; 2026Q1: 25,312 shares 25,312 $752K 0.03% +4,921 Timeline NCLO NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $748K 0.03% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,231 shares; 2024Q4: 2,484 shares; 2025Q1: 2,494 shares; 2025Q2: 4,959 shares; 2025Q3: 11,278 shares; 2025Q4: 4,661 shares; 2026Q1: 4,940 shares 4,940 $743K 0.03% +279 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,629 shares; 2025Q4: 7,564 shares; 2026Q1: 7,558 shares 7,558 $740K 0.03% -6 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,997 shares; 2025Q3: 23,005 shares; 2025Q4: 5,292 shares; 2026Q1: 4,424 shares 4,424 $731K 0.03% -868 Timeline S SENTINELONE INC More: the full row for SENTINELONE 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: 56,953 shares; 2025Q4: 56,352 shares; 2026Q1: 56,557 shares 56,557 $728K 0.03% +205 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,922 shares; 2025Q3: 44,654 shares; 2025Q4: 48,179 shares; 2026Q1: 35,180 shares 35,180 $728K 0.03% -12,999 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: 2,811 shares; 2024Q4: 2,611 shares; 2025Q1: 2,657 shares; 2025Q2: 7,738 shares; 2025Q3: 11,194 shares; 2025Q4: 4,607 shares; 2026Q1: 3,575 shares 3,575 $726K 0.03% -1,032 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: 2,591 shares; 2024Q4: 850 shares; 2025Q1: 912 shares; 2025Q2: 3,371 shares; 2025Q3: 5,697 shares; 2025Q4: 2,167 shares; 2026Q1: 2,185 shares 2,185 $718K 0.03% +18 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: 7,176 shares; 2024Q4: 6,767 shares; 2025Q1: 6,767 shares; 2025Q2: 7,509 shares; 2025Q3: 6,238 shares; 2025Q4: 6,238 shares; 2026Q1: 5,019 shares 5,019 $715K 0.03% -1,219 Timeline IUSB 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: 4,978 shares; 2024Q4: 4,978 shares; 2025Q1: 7,159 shares; 2025Q2: 7,626 shares; 2025Q3: 11,320 shares; 2025Q4: 11,354 shares; 2026Q1: 15,468 shares 15,468 $714K 0.03% +4,114 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,822 shares; 2026Q1: 7,581 shares 7,581 $714K 0.03% +1,759 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE 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: 8,000 shares; 2025Q4: 10,530 shares; 2026Q1: 9,153 shares 9,153 $713K 0.03% -1,377 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 870 shares; 2025Q3: 2,782 shares; 2025Q4: 1,606 shares; 2026Q1: 1,603 shares 1,603 $712K 0.03% -3 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,105 shares 4,105 $706K 0.03% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,297 shares; 2024Q4: 3,579 shares; 2025Q1: 3,377 shares; 2025Q2: 3,505 shares; 2025Q3: 9,252 shares; 2025Q4: 9,210 shares; 2026Q1: 7,547 shares 7,547 $702K 0.03% -1,663 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: 3,537 shares; 2024Q4: 3,611 shares; 2025Q1: 3,655 shares; 2025Q2: 6,881 shares; 2025Q3: 14,516 shares; 2025Q4: 6,065 shares; 2026Q1: 5,353 shares 5,353 $701K 0.03% -712 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,028 shares; 2025Q4: 18,846 shares; 2026Q1: 18,846 shares 18,846 $701K 0.03% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,448 shares; 2024Q4: 6,589 shares; 2025Q1: 6,741 shares; 2025Q2: 9,053 shares; 2025Q3: 27,627 shares; 2025Q4: 10,507 shares; 2026Q1: 9,621 shares 9,621 $691K 0.03% -886 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,395 shares; 2025Q3: 6,713 shares; 2025Q4: 2,319 shares; 2026Q1: 3,213 shares 3,213 $689K 0.03% +894 Timeline CMF 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: 13,406 shares; 2025Q3: 23,167 shares; 2025Q4: 10,979 shares; 2026Q1: 12,079 shares 12,079 $687K 0.03% +1,100 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,083 shares; 2025Q2: 2,562 shares; 2025Q3: 6,837 shares; 2025Q4: 3,370 shares; 2026Q1: 3,277 shares 3,277 $679K 0.03% -93 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: 8,109 shares; 2024Q4: 5,439 shares; 2025Q1: 5,439 shares; 2025Q2: 4,507 shares; 2025Q3: 4,507 shares; 2025Q4: 4,507 shares; 2026Q1: 6,372 shares 6,372 $679K 0.03% +1,865 Timeline SLNO SOLENO THERAPEUTICS INC More: the full row for SOLENO THERAPEUTICS 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: 20,027 shares 20,027 $671K 0.03% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,923 shares; 2024Q4: 9,584 shares; 2025Q1: 8,623 shares; 2025Q2: 9,937 shares; 2025Q3: 11,424 shares; 2025Q4: 7,443 shares; 2026Q1: 6,616 shares 6,616 $651K 0.03% -827 Timeline NTRA NATERA INC More: the full row for NATERA 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: 2,145 shares; 2025Q4: 2,092 shares; 2026Q1: 3,217 shares 3,217 $643K 0.03% +1,125 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,755 shares; 2025Q3: 20,737 shares; 2025Q4: 10,425 shares; 2026Q1: 8,622 shares 8,622 $642K 0.03% -1,803 Timeline MGC 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: 2,350 shares; 2025Q2: 2,046 shares; 2025Q3: 3,110 shares; 2025Q4: 2,958 shares; 2026Q1: 2,662 shares 2,662 $629K 0.03% -296 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,519 shares; 2025Q3: 6,994 shares; 2025Q4: 2,284 shares; 2026Q1: 1,821 shares 1,821 $625K 0.03% -463 Timeline DFIV 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: 11,808 shares; 2025Q4: 11,808 shares; 2026Q1: 11,808 shares 11,808 $623K 0.03% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 941 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,232 shares; 2025Q4: 2,825 shares; 2026Q1: 3,048 shares 3,048 $622K 0.03% +223 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 720 shares; 2025Q3: 1,487 shares; 2025Q4: 1,031 shares; 2026Q1: 1,025 shares 1,025 $620K 0.03% -6 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: not reported; 2025Q1: not reported; 2025Q2: 6,436 shares; 2025Q3: 12,180 shares; 2025Q4: 6,873 shares; 2026Q1: 6,694 shares 6,694 $617K 0.03% -179 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,564 shares; 2025Q3: 12,263 shares; 2025Q4: 3,437 shares; 2026Q1: 2,256 shares 2,256 $610K 0.03% -1,181 Timeline IGEB 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: 10,614 shares; 2025Q2: 11,709 shares; 2025Q3: 11,732 shares; 2025Q4: 12,154 shares; 2026Q1: 13,516 shares 13,516 $609K 0.03% +1,362 Timeline MOG-A MOOG INC More: the full row for MOOG 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: 3,010 shares; 2025Q4: 2,441 shares; 2026Q1: 2,072 shares 2,072 $606K 0.03% -369 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 546 shares; 2025Q3: 1,190 shares; 2025Q4: 561 shares; 2026Q1: 519 shares 519 $602K 0.02% -42 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: 18,041 shares; 2025Q4: 37,418 shares; 2026Q1: 16,980 shares 16,980 $600K 0.02% -20,438 Timeline EUSB 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: 5,660 shares; 2025Q4: 13,064 shares; 2026Q1: 13,638 shares 13,638 $593K 0.02% +574 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: not reported; 2025Q1: 1,878 shares; 2025Q2: 5,335 shares; 2025Q3: 12,973 shares; 2025Q4: 5,414 shares; 2026Q1: 4,507 shares 4,507 $591K 0.02% -907 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,404 shares; 2024Q4: 22,678 shares; 2025Q1: 25,240 shares; 2025Q2: 31,865 shares; 2025Q3: 42,283 shares; 2025Q4: 28,720 shares; 2026Q1: 23,802 shares 23,802 $581K 0.02% -4,918 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,172 shares; 2025Q1: 11,249 shares; 2025Q2: 11,533 shares; 2025Q3: 17,225 shares; 2025Q4: 11,193 shares; 2026Q1: 11,084 shares 11,084 $579K 0.02% -109 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: 1,568 shares; 2024Q4: 1,198 shares; 2025Q1: 1,195 shares; 2025Q2: 3,438 shares; 2025Q3: 4,136 shares; 2025Q4: 4,036 shares; 2026Q1: 2,711 shares 2,711 $579K 0.02% -1,325 Timeline DBX DROPBOX INC More: the full row for DROPBOX 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: 36,570 shares; 2025Q4: 25,268 shares; 2026Q1: 25,296 shares 25,296 $575K 0.02% +28 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,759 shares; 2026Q1: 3,527 shares 3,527 $571K 0.02% +768 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: 5,240 shares; 2024Q4: 2,590 shares; 2025Q1: 2,031 shares; 2025Q2: 7,512 shares; 2025Q3: 10,723 shares; 2025Q4: 4,105 shares; 2026Q1: 2,873 shares 2,873 $570K 0.02% -1,232 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: 1,423 shares; 2025Q1: 1,514 shares; 2025Q2: 3,345 shares; 2025Q3: 5,392 shares; 2025Q4: 2,146 shares; 2026Q1: 1,765 shares 1,765 $566K 0.02% -381 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 553 shares; 2025Q3: 1,693 shares; 2025Q4: 1,037 shares; 2026Q1: 961 shares 961 $566K 0.02% -76 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,749 shares; 2025Q1: 8,113 shares; 2025Q2: 7,122 shares; 2025Q3: 10,141 shares; 2025Q4: 9,718 shares; 2026Q1: 9,690 shares 9,690 $561K 0.02% -28 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,377 shares; 2025Q3: 4,967 shares; 2025Q4: 2,479 shares; 2026Q1: 2,288 shares 2,288 $559K 0.02% -191 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,342 shares; 2025Q4: 3,546 shares; 2026Q1: 3,544 shares 3,544 $558K 0.02% -2 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,058 shares; 2026Q1: 49,552 shares 49,552 $553K 0.02% -5,506 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,937 shares 11,937 $550K 0.02% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,439 shares; 2024Q4: 3,418 shares; 2025Q1: 3,599 shares; 2025Q2: 4,181 shares; 2025Q3: 5,317 shares; 2025Q4: 3,842 shares; 2026Q1: 3,246 shares 3,246 $549K 0.02% -596 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: 1,266 shares; 2024Q4: 1,232 shares; 2025Q1: 1,317 shares; 2025Q2: 2,324 shares; 2025Q3: 3,704 shares; 2025Q4: 1,859 shares; 2026Q1: 1,875 shares 1,875 $545K 0.02% +16 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: not reported; 2025Q1: not reported; 2025Q2: 1,736 shares; 2025Q3: 3,890 shares; 2025Q4: 1,232 shares; 2026Q1: 1,012 shares 1,012 $544K 0.02% -220 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,783 shares; 2024Q4: 7,691 shares; 2025Q1: 7,861 shares; 2025Q2: 13,440 shares; 2025Q3: 19,028 shares; 2025Q4: 13,205 shares; 2026Q1: 9,606 shares 9,606 $541K 0.02% -3,599 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,502 shares; 2025Q3: 11,904 shares; 2025Q4: 13,643 shares; 2026Q1: 9,480 shares 9,480 $540K 0.02% -4,163 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,042 shares; 2025Q3: 9,824 shares; 2025Q4: 6,543 shares; 2026Q1: 6,207 shares 6,207 $539K 0.02% -336 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: 2,301 shares; 2024Q4: 2,305 shares; 2025Q1: 2,476 shares; 2025Q2: 4,348 shares; 2025Q3: 6,489 shares; 2025Q4: 2,874 shares; 2026Q1: 2,343 shares 2,343 $538K 0.02% -531 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 1,925 shares; 2025Q4: 2,486 shares; 2026Q1: 1,900 shares 1,900 $535K 0.02% -586 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 1,907 shares; 2025Q1: 1,907 shares; 2025Q2: 1,907 shares; 2025Q3: 3,911 shares; 2025Q4: 3,911 shares; 2026Q1: 3,911 shares 3,911 $531K 0.02% 0 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,899 shares; 2024Q4: 13,583 shares; 2025Q1: 9,576 shares; 2025Q2: 13,317 shares; 2025Q3: 10,312 shares; 2025Q4: 9,773 shares; 2026Q1: 10,186 shares 10,186 $529K 0.02% +413 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 964 shares; 2025Q3: 2,290 shares; 2025Q4: 935 shares; 2026Q1: 942 shares 942 $529K 0.02% +7 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,306 shares; 2024Q4: 7,573 shares; 2025Q1: 7,101 shares; 2025Q2: 12,601 shares; 2025Q3: 17,118 shares; 2025Q4: 4,292 shares; 2026Q1: 4,005 shares 4,005 $529K 0.02% -287 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,952 shares; 2025Q3: 93,081 shares; 2025Q4: 18,597 shares; 2026Q1: 18,073 shares 18,073 $524K 0.02% -524 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 2,494 shares; 2025Q1: 2,613 shares; 2025Q2: 5,886 shares; 2025Q3: 8,047 shares; 2025Q4: 4,226 shares; 2026Q1: 3,577 shares 3,577 $517K 0.02% -649 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,551 shares; 2025Q3: 3,551 shares; 2025Q4: 6,061 shares; 2026Q1: 6,061 shares 6,061 $514K 0.02% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: not reported; 2025Q1: 159 shares; 2025Q2: 8,367 shares; 2025Q3: 16,856 shares; 2025Q4: 6,613 shares; 2026Q1: 5,459 shares 5,459 $504K 0.02% -1,154 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,985 shares 4,985 $499K 0.02% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,834 shares; 2025Q3: 35,310 shares; 2025Q4: 16,081 shares; 2026Q1: 19,085 shares 19,085 $498K 0.02% +3,004 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,941 shares; 2026Q1: 7,142 shares 7,142 $491K 0.02% +201 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,812 shares; 2024Q4: 5,937 shares; 2025Q1: 5,920 shares; 2025Q2: 8,689 shares; 2025Q3: 9,432 shares; 2025Q4: 6,553 shares; 2026Q1: 6,073 shares 6,073 $487K 0.02% -480 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,783 shares; 2025Q4: 3,101 shares; 2026Q1: 2,620 shares 2,620 $484K 0.02% -481 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000 $482K 0.02% 0 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: 1,669 shares; 2024Q4: 1,555 shares; 2025Q1: 1,391 shares; 2025Q2: 2,396 shares; 2025Q3: 5,067 shares; 2025Q4: 2,267 shares; 2026Q1: 2,196 shares 2,196 $476K 0.02% -71 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 705 shares; 2025Q3: 566 shares; 2025Q4: 566 shares; 2026Q1: 1,024 shares 1,024 $474K 0.02% +458 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 1,825 shares; 2025Q1: 1,825 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,245 shares 2,245 $474K 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: 1,543 shares; 2025Q2: 1,471 shares; 2025Q3: 4,216 shares; 2025Q4: 2,657 shares; 2026Q1: 2,274 shares 2,274 $473K 0.02% -383 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,319 shares 4,319 $469K 0.02% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,860 shares; 2025Q3: 4,709 shares; 2025Q4: 3,278 shares; 2026Q1: 2,575 shares 2,575 $464K 0.02% -703 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 2,293 shares; 2025Q4: 1,807 shares; 2026Q1: 1,890 shares 1,890 $463K 0.02% +83 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: not reported; 2025Q1: 451 shares; 2025Q2: 1,765 shares; 2025Q3: 3,332 shares; 2025Q4: 1,222 shares; 2026Q1: 1,022 shares 1,022 $456K 0.02% -200 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: 2,393 shares; 2024Q4: 2,168 shares; 2025Q1: 2,148 shares; 2025Q2: 9,480 shares; 2025Q3: 21,312 shares; 2025Q4: 4,627 shares; 2026Q1: 3,246 shares 3,246 $452K 0.02% -1,381 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,562 shares; 2025Q3: 12,241 shares; 2025Q4: 5,642 shares; 2026Q1: 5,676 shares 5,676 $451K 0.02% +34 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,970 shares 2,970 $450K 0.02% new Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,494 shares; 2025Q2: 11,867 shares; 2025Q3: 10,529 shares; 2025Q4: 10,466 shares; 2026Q1: 14,040 shares 14,040 $446K 0.02% +3,574 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,144 shares; 2025Q3: 3,670 shares; 2025Q4: 2,391 shares; 2026Q1: 2,101 shares 2,101 $444K 0.02% -290 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 6,616 shares; 2025Q4: 3,884 shares; 2026Q1: 3,208 shares 3,208 $437K 0.02% -676 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,499 shares; 2025Q3: 4,432 shares; 2025Q4: 1,854 shares; 2026Q1: 1,982 shares 1,982 $434K 0.02% +128 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,279 shares; 2025Q3: 7,985 shares; 2025Q4: 3,555 shares; 2026Q1: 3,576 shares 3,576 $433K 0.02% +21 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,740 shares; 2026Q1: 17,178 shares 17,178 $431K 0.02% +438 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,152 shares; 2025Q1: 1,347 shares; 2025Q2: 2,128 shares; 2025Q3: 3,149 shares; 2025Q4: 1,497 shares; 2026Q1: 1,247 shares 1,247 $430K 0.02% -250 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: not reported; 2025Q1: 993 shares; 2025Q2: 7,780 shares; 2025Q3: 11,011 shares; 2025Q4: 2,561 shares; 2026Q1: 1,770 shares 1,770 $429K 0.02% -791 Timeline BINC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,235 shares 8,235 $428K 0.02% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,302 shares; 2025Q4: 5,302 shares; 2026Q1: 5,302 shares 5,302 $427K 0.02% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,967 shares; 2024Q4: 6,967 shares; 2025Q1: 13,001 shares; 2025Q2: 13,966 shares; 2025Q3: 13,973 shares; 2025Q4: 8,208 shares; 2026Q1: 8,289 shares 8,289 $425K 0.02% +81 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,047 shares; 2024Q4: 13,703 shares; 2025Q1: 14,725 shares; 2025Q2: 16,071 shares; 2025Q3: 19,018 shares; 2025Q4: 13,000 shares; 2026Q1: 10,953 shares 10,953 $418K 0.02% -2,047 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT 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: 1,607 shares; 2025Q4: 3,849 shares; 2026Q1: 3,835 shares 3,835 $418K 0.02% -14 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,266 shares; 2025Q4: not reported; 2026Q1: 14,323 shares 14,323 $417K 0.02% new Timeline NPK NATIONAL PRESTO INDS INC More: the full row for NATIONAL PRESTO INDS 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: 2,500 shares; 2025Q4: 3,483 shares; 2026Q1: 3,033 shares 3,033 $416K 0.02% -450 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,765 shares; 2025Q2: 13,699 shares; 2025Q3: 15,780 shares; 2025Q4: 3,093 shares; 2026Q1: 2,485 shares 2,485 $408K 0.02% -608 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: 5,299 shares; 2025Q4: 2,859 shares; 2026Q1: 4,099 shares 4,099 $406K 0.02% +1,240 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,589 shares; 2025Q3: 27,038 shares; 2025Q4: 7,553 shares; 2026Q1: 5,553 shares 5,553 $404K 0.02% -2,000 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS 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: 8,825 shares 8,825 $401K 0.02% new 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: 22,002 shares; 2024Q4: 19,356 shares; 2025Q1: 16,401 shares; 2025Q2: 24,012 shares; 2025Q3: 67,239 shares; 2025Q4: 18,456 shares; 2026Q1: 14,251 shares 14,251 $400K 0.02% -4,205 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,962 shares; 2024Q4: 11,100 shares; 2025Q1: 9,539 shares; 2025Q2: 8,774 shares; 2025Q3: 18,781 shares; 2025Q4: 21,959 shares; 2026Q1: 15,300 shares 15,300 $396K 0.02% -6,659 Timeline ESAB ESAB CORPORATION More: the full row for ESAB 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: 3,001 shares; 2025Q3: 5,103 shares; 2025Q4: 4,889 shares; 2026Q1: 4,087 shares 4,087 $395K 0.02% -802 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,149 shares; 2025Q2: 7,371 shares; 2025Q3: 9,101 shares; 2025Q4: 7,854 shares; 2026Q1: 8,505 shares 8,505 $387K 0.02% +651 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,711 shares; 2025Q3: 4,243 shares; 2025Q4: 910 shares; 2026Q1: 1,309 shares 1,309 $387K 0.02% +399 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: not reported; 2025Q1: not reported; 2025Q2: 2,370 shares; 2025Q3: 4,090 shares; 2025Q4: 1,408 shares; 2026Q1: 1,180 shares 1,180 $386K 0.02% -228 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: not reported; 2025Q1: not reported; 2025Q2: 3,137 shares; 2025Q3: 9,003 shares; 2025Q4: 3,283 shares; 2026Q1: 3,336 shares 3,336 $385K 0.02% +53 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,753 shares; 2024Q4: 6,753 shares; 2025Q1: 6,753 shares; 2025Q2: 6,753 shares; 2025Q3: 6,753 shares; 2025Q4: 6,753 shares; 2026Q1: 6,753 shares 6,753 $382K 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,247 shares; 2024Q4: 11,923 shares; 2025Q1: 10,750 shares; 2025Q2: 12,746 shares; 2025Q3: 16,566 shares; 2025Q4: 6,484 shares; 2026Q1: 7,224 shares 7,224 $382K 0.02% +740 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,682 shares; 2025Q3: 16,720 shares; 2025Q4: 16,559 shares; 2026Q1: 14,410 shares 14,410 $381K 0.02% -2,149 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: 1,457 shares; 2025Q3: 3,194 shares; 2025Q4: not reported; 2026Q1: 1,510 shares 1,510 $379K 0.02% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,141 shares; 2025Q4: 5,141 shares; 2026Q1: 5,141 shares 5,141 $379K 0.02% 0 Timeline HEFA 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: 8,898 shares 8,898 $378K 0.02% new Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,186 shares; 2025Q3: 5,183 shares; 2025Q4: 7,149 shares; 2026Q1: 6,160 shares 6,160 $378K 0.02% -989 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,713 shares; 2025Q3: 3,831 shares; 2025Q4: 1,427 shares; 2026Q1: 2,401 shares 2,401 $378K 0.02% +974 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,203 shares; 2025Q1: 1,304 shares; 2025Q2: 1,805 shares; 2025Q3: 4,686 shares; 2025Q4: 2,712 shares; 2026Q1: 1,785 shares 1,785 $369K 0.02% -927 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: 3,992 shares; 2024Q4: 4,026 shares; 2025Q1: 3,432 shares; 2025Q2: 8,352 shares; 2025Q3: 11,939 shares; 2025Q4: 5,571 shares; 2026Q1: 3,119 shares 3,119 $369K 0.02% -2,452 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,769 shares; 2025Q3: 6,859 shares; 2025Q4: 3,217 shares; 2026Q1: 3,083 shares 3,083 $368K 0.02% -134 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,242 shares; 2025Q4: 10,048 shares; 2026Q1: 10,318 shares 10,318 $363K 0.02% +270 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,175 shares; 2025Q3: 13,667 shares; 2025Q4: 5,876 shares; 2026Q1: 4,803 shares 4,803 $361K 0.01% -1,073 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,772 shares; 2025Q3: 25,575 shares; 2025Q4: 6,530 shares; 2026Q1: 5,758 shares 5,758 $361K 0.01% -772 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: 954 shares; 2025Q3: 970 shares; 2025Q4: 570 shares; 2026Q1: 570 shares 570 $352K 0.01% 0 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 21,870 shares; 2026Q1: 19,116 shares 19,116 $351K 0.01% -2,754 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 7,330 shares; 2026Q1: 7,516 shares 7,516 $351K 0.01% +186 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,391 shares; 2025Q3: 1,948 shares; 2025Q4: 1,753 shares; 2026Q1: 2,164 shares 2,164 $350K 0.01% +411 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE 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: 2,502 shares; 2025Q4: 1,529 shares; 2026Q1: 2,107 shares 2,107 $350K 0.01% +578 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 2,388 shares; 2025Q1: 2,501 shares; 2025Q2: 2,705 shares; 2025Q3: 2,811 shares; 2025Q4: 2,358 shares; 2026Q1: 2,406 shares 2,406 $350K 0.01% +48 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,890 shares; 2025Q3: 1,890 shares; 2025Q4: 2,710 shares; 2026Q1: 2,710 shares 2,710 $347K 0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,518 shares; 2025Q3: 3,073 shares; 2025Q4: 2,926 shares; 2026Q1: 3,156 shares 3,156 $346K 0.01% +230 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,771 shares; 2025Q3: 3,752 shares; 2025Q4: 1,863 shares; 2026Q1: 1,936 shares 1,936 $340K 0.01% +73 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY 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: 3,009 shares; 2025Q4: 2,430 shares; 2026Q1: 2,067 shares 2,067 $339K 0.01% -363 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,634 shares; 2025Q3: 2,654 shares; 2025Q4: 2,767 shares; 2026Q1: 3,523 shares 3,523 $336K 0.01% +756 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 11,584 shares; 2025Q4: 8,623 shares; 2026Q1: 8,043 shares 8,043 $335K 0.01% -580 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,945 shares; 2025Q3: 4,159 shares; 2025Q4: 989 shares; 2026Q1: 701 shares 701 $332K 0.01% -288 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,590 shares; 2025Q3: 9,701 shares; 2025Q4: 6,315 shares; 2026Q1: 3,902 shares 3,902 $331K 0.01% -2,413 Timeline DSI 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: 2,408 shares; 2026Q1: 2,715 shares 2,715 $329K 0.01% +307 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,074 shares; 2024Q4: 4,074 shares; 2025Q1: 4,074 shares; 2025Q2: 4,074 shares; 2025Q3: 4,074 shares; 2025Q4: 4,108 shares; 2026Q1: 4,108 shares 4,108 $326K 0.01% 0 Timeline BOX BOX INC More: the full row for BOX 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: 13,615 shares; 2025Q4: 13,640 shares; 2026Q1: 13,640 shares 13,640 $322K 0.01% 0 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: not reported; 2025Q1: 903 shares; 2025Q2: 2,187 shares; 2025Q3: 3,313 shares; 2025Q4: 1,529 shares; 2026Q1: 735 shares 735 $321K 0.01% -794 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 914 shares; 2025Q1: not reported; 2025Q2: 1,077 shares; 2025Q3: 1,330 shares; 2025Q4: 1,962 shares; 2026Q1: 2,899 shares 2,899 $316K 0.01% +937 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,459 shares; 2025Q4: 1,992 shares; 2026Q1: 2,138 shares 2,138 $315K 0.01% +146 Timeline ASAN ASANA INC More: the full row for ASANA 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: 61,552 shares; 2025Q3: 404,601 shares; 2025Q4: 402,100 shares; 2026Q1: 48,999 shares 48,999 $314K 0.01% -353,101 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: not reported; 2025Q1: 646 shares; 2025Q2: 2,060 shares; 2025Q3: 3,853 shares; 2025Q4: 1,186 shares; 2026Q1: 1,175 shares 1,175 $313K 0.01% -11 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,767 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,682 shares; 2025Q3: 5,304 shares; 2025Q4: 1,638 shares; 2026Q1: 1,536 shares 1,536 $313K 0.01% -102 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM 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: 7,012 shares; 2025Q3: 14,619 shares; 2025Q4: 5,416 shares; 2026Q1: 6,819 shares 6,819 $312K 0.01% +1,403 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 585 shares; 2025Q1: 628 shares; 2025Q2: 2,635 shares; 2025Q3: 2,964 shares; 2025Q4: 1,104 shares; 2026Q1: 1,066 shares 1,066 $312K 0.01% -38 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,524 shares; 2025Q4: 3,554 shares; 2026Q1: 4,093 shares 4,093 $308K 0.01% +539 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,215 shares; 2025Q1: 2,740 shares; 2025Q2: 2,472 shares; 2025Q3: 5,046 shares; 2025Q4: 5,126 shares; 2026Q1: 3,705 shares 3,705 $307K 0.01% -1,421 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 14,477 shares; 2025Q4: 10,363 shares; 2026Q1: 15,409 shares 15,409 $304K 0.01% +5,046 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 2,078 shares; 2025Q1: 2,097 shares; 2025Q2: 4,097 shares; 2025Q3: 4,097 shares; 2025Q4: 2,097 shares; 2026Q1: 2,097 shares 2,097 $303K 0.01% 0 Timeline QLTA 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: 6,326 shares 6,326 $301K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 2,149 shares; 2025Q3: 5,737 shares; 2025Q4: 1,697 shares; 2026Q1: 1,074 shares 1,074 $300K 0.01% -623 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,377 shares; 2025Q4: 2,285 shares; 2026Q1: 2,168 shares 2,168 $297K 0.01% -117 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: 15,673 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,824 shares; 2025Q3: 13,953 shares; 2025Q4: 3,400 shares; 2026Q1: 2,270 shares 2,270 $297K 0.01% -1,130 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,705 shares; 2025Q4: 2,129 shares; 2026Q1: 2,504 shares 2,504 $294K 0.01% +375 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: 3,784 shares; 2025Q4: 2,901 shares; 2026Q1: 2,937 shares 2,937 $292K 0.01% +36 Timeline CLOA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,552 shares 5,552 $288K 0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,469 shares; 2025Q3: 13,244 shares; 2025Q4: 6,274 shares; 2026Q1: 4,689 shares 4,689 $288K 0.01% -1,585 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103 shares; 2025Q3: 255 shares; 2025Q4: 84 shares; 2026Q1: 85 shares 85 $287K 0.01% +1 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,984 shares; 2024Q4: 2,742 shares; 2025Q1: 2,929 shares; 2025Q2: 4,155 shares; 2025Q3: 8,022 shares; 2025Q4: 5,522 shares; 2026Q1: 4,546 shares 4,546 $285K 0.01% -976 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,046 shares; 2025Q4: 2,028 shares; 2026Q1: 2,052 shares 2,052 $281K 0.01% +24 Timeline IEUR 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: 3,806 shares; 2025Q4: 2,982 shares; 2026Q1: 3,997 shares 3,997 $281K 0.01% +1,015 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,278 shares; 2025Q3: 13,356 shares; 2025Q4: 5,393 shares; 2026Q1: 5,436 shares 5,436 $279K 0.01% +43 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,408 shares; 2025Q3: 25,355 shares; 2025Q4: 7,853 shares; 2026Q1: 6,067 shares 6,067 $279K 0.01% -1,786 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: 939 shares; 2024Q4: 892 shares; 2025Q1: 810 shares; 2025Q2: 1,375 shares; 2025Q3: 2,682 shares; 2025Q4: 932 shares; 2026Q1: 864 shares 864 $279K 0.01% -68 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT 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: 1,648 shares; 2025Q4: 1,166 shares; 2026Q1: 1,139 shares 1,139 $278K 0.01% -27 Timeline TFLO 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: 4,908 shares; 2025Q3: 5,094 shares; 2025Q4: 5,163 shares; 2026Q1: 5,478 shares 5,478 $277K 0.01% +315 Timeline ESP ESPEY MFG & ELECTRS CORP More: the full row for ESPEY MFG & ELECTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,670 shares; 2026Q1: 4,961 shares 4,961 $275K 0.01% -709 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: 3,141 shares; 2025Q2: 3,993 shares; 2025Q3: 10,008 shares; 2025Q4: 5,599 shares; 2026Q1: 4,085 shares 4,085 $269K 0.01% -1,514 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,157 shares; 2025Q4: 33,035 shares; 2026Q1: 19,725 shares 19,725 $266K 0.01% -13,310 Timeline IGLB 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: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 7,387 shares; 2025Q2: 6,692 shares; 2025Q3: 6,637 shares; 2025Q4: 6,725 shares; 2026Q1: 5,348 shares 5,348 $265K 0.01% -1,377 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,471 shares 4,471 $265K 0.01% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,305 shares 4,305 $264K 0.01% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,076 shares 1,076 $256K 0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,589 shares; 2025Q3: 3,378 shares; 2025Q4: 872 shares; 2026Q1: 719 shares 719 $256K 0.01% -153 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,714 shares; 2024Q4: 18,286 shares; 2025Q1: 18,286 shares; 2025Q2: 12,312 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,077 shares 4,077 $254K 0.01% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,345 shares; 2025Q4: not reported; 2026Q1: 1,234 shares 1,234 $254K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,140 shares; 2025Q3: 1,756 shares; 2025Q4: not reported; 2026Q1: 895 shares 895 $253K 0.01% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,351 shares; 2025Q4: 2,323 shares; 2026Q1: 1,984 shares 1,984 $253K 0.01% -339 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,625 shares; 2025Q3: 3,705 shares; 2025Q4: 3,705 shares; 2026Q1: 3,705 shares 3,705 $243K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,263 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 810 shares 810 $242K 0.01% new Timeline CALI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,304 shares; 2025Q4: 4,304 shares; 2026Q1: 4,789 shares 4,789 $242K 0.01% +485 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 4,630 shares; 2026Q1: 4,652 shares 4,652 $241K 0.01% +22 Timeline WIX WIX COM LTD More: the full row for WIX COM 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: 2,631 shares; 2025Q3: 2,686 shares; 2025Q4: 2,639 shares; 2026Q1: 2,662 shares 2,662 $240K 0.01% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,402 shares 2,402 $238K 0.01% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,794 shares 2,794 $236K 0.01% new Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102,129 shares; 2025Q3: 53,429 shares; 2025Q4: 50,361 shares; 2026Q1: 50,361 shares 50,361 $236K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 1,970 shares; 2025Q3: 4,029 shares; 2025Q4: not reported; 2026Q1: 895 shares 895 $233K 0.01% new Timeline SHV 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: 1,825 shares; 2025Q2: 2,028 shares; 2025Q3: 2,052 shares; 2025Q4: 2,044 shares; 2026Q1: 2,107 shares 2,107 $233K 0.01% +63 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,648 shares; 2025Q4: 2,721 shares; 2026Q1: 3,076 shares 3,076 $233K 0.01% +355 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,531 shares; 2025Q3: 2,536 shares; 2025Q4: 284 shares; 2026Q1: 155 shares 155 $228K 0.01% -129 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,942 shares; 2026Q1: 3,942 shares 3,942 $224K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,488 shares; 2025Q3: 10,700 shares; 2025Q4: 3,818 shares; 2026Q1: 2,442 shares 2,442 $222K 0.01% -1,376 Timeline AES AES CORP More: the full row for AES 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: 21,447 shares; 2025Q4: 20,867 shares; 2026Q1: 15,693 shares 15,693 $221K 0.01% -5,174 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 2,677 shares; 2025Q1: not reported; 2025Q2: 1,942 shares; 2025Q3: 7,216 shares; 2025Q4: 2,246 shares; 2026Q1: 1,510 shares 1,510 $219K 0.01% -736 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,608 shares; 2025Q4: not reported; 2026Q1: 1,407 shares 1,407 $219K 0.01% new 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: not reported; 2025Q1: 46,849 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,679 shares 5,679 $218K 0.01% new Timeline SCHV 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: 4,419 shares; 2024Q4: 11,257 shares; 2025Q1: 11,257 shares; 2025Q2: 8,900 shares; 2025Q3: 7,831 shares; 2025Q4: 8,675 shares; 2026Q1: 7,125 shares 7,125 $217K 0.01% -1,550 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,403 shares 9,403 $215K 0.01% new Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM 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: 9,445 shares 9,445 $215K 0.01% new 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: not reported; 2025Q3: 4,864 shares; 2025Q4: 4,258 shares; 2026Q1: 4,151 shares 4,151 $215K 0.01% -107 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,797 shares; 2025Q3: 16,492 shares; 2025Q4: 6,403 shares; 2026Q1: 4,734 shares 4,734 $214K 0.01% -1,669 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,627 shares; 2025Q4: 1,549 shares; 2026Q1: 1,532 shares 1,532 $213K 0.01% -17 Timeline FLOT 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: 6,017 shares; 2025Q2: 4,838 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,167 shares 4,167 $212K 0.01% 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: 1,788 shares; 2025Q3: 4,599 shares; 2025Q4: 1,148 shares; 2026Q1: 760 shares 760 $211K 0.01% -388 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,220 shares; 2025Q3: 6,969 shares; 2025Q4: 4,417 shares; 2026Q1: 4,500 shares 4,500 $211K 0.01% +83 Timeline OKLO OKLO INC More: the full row for OKLO 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: 4,124 shares; 2025Q3: 4,124 shares; 2025Q4: 4,164 shares; 2026Q1: 4,246 shares 4,246 $211K 0.01% +82 Timeline VIOG 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: 1,701 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,704 shares; 2025Q4: 1,690 shares; 2026Q1: 1,690 shares 1,690 $210K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,402 shares; 2024Q4: 14,003 shares; 2025Q1: 12,301 shares; 2025Q2: 37,284 shares; 2025Q3: 60,001 shares; 2025Q4: 7,799 shares; 2026Q1: 7,298 shares 7,298 $210K 0.01% -501 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,515 shares; 2025Q4: not reported; 2026Q1: 3,015 shares 3,015 $209K 0.01% new Timeline DIVB 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: 3,854 shares 3,854 $208K 0.01% new Timeline PATH UIPATH INC More: the full row for UIPATH 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: 56,133 shares; 2025Q4: 16,108 shares; 2026Q1: 16,133 shares 16,133 $179K 0.01% +25 Timeline SSYS STRATASYS LTD More: the full row for STRATASYS 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: 20,000 shares; 2025Q4: 24,300 shares; 2026Q1: 21,060 shares 21,060 $164K 0.01% -3,240 Timeline CNH CNH INDL N V More: the full row for CNH INDL 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: 12,824 shares; 2025Q4: 15,569 shares; 2026Q1: 14,020 shares 14,020 $154K 0.01% -1,549 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,398 shares; 2024Q4: 23,020 shares; 2025Q1: 23,604 shares; 2025Q2: 10,789 shares; 2025Q3: 28,074 shares; 2025Q4: 26,484 shares; 2026Q1: 27,250 shares 27,250 $149K 0.01% +766 Timeline CTOS CUSTOM TRUCK ONE SOURCE INC More: the full row for CUSTOM TRUCK ONE SOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 24,360 shares; 2026Q1: 21,282 shares 21,282 $140K 0.01% -3,078 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,819 shares; 2026Q1: 16,937 shares 16,937 $110K <0.01% -1,882 Timeline