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: restricted; 2024Q4: 1,462,363 shares; 2025Q1: 1,458,877 shares; 2025Q2: 1,465,966 shares; 2025Q3: 1,460,301 shares; 2025Q4: 1,454,774 shares; 2026Q1: 1,462,216 shares 1,462,216 $42.6M 1.75% +7,442 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166,703 shares; 2025Q1: 163,025 shares; 2025Q2: 160,104 shares; 2025Q3: 166,914 shares; 2025Q4: 163,073 shares; 2026Q1: 162,298 shares 162,298 $41.2M 1.69% -775 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115,968 shares; 2025Q1: 115,554 shares; 2025Q2: 115,338 shares; 2025Q3: 116,597 shares; 2025Q4: 116,479 shares; 2026Q1: 119,694 shares 119,694 $34.3M 1.41% +3,215 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 713,450 shares; 2025Q1: 724,423 shares; 2025Q2: 746,664 shares; 2025Q3: 750,112 shares; 2025Q4: 755,612 shares; 2026Q1: 759,919 shares 759,919 $32.3M 1.33% +4,307 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 514,663 shares; 2025Q1: 511,444 shares; 2025Q2: 513,518 shares; 2025Q3: 508,585 shares; 2025Q4: 506,824 shares; 2026Q1: 504,486 shares 504,486 $32.3M 1.33% -2,338 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: restricted; 2024Q4: 1,221,084 shares; 2025Q1: 1,232,337 shares; 2025Q2: 1,250,086 shares; 2025Q3: 1,254,623 shares; 2025Q4: 1,284,602 shares; 2026Q1: 1,285,163 shares 1,285,163 $31.8M 1.31% +561 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 290,957 shares; 2025Q1: 298,859 shares; 2025Q2: 308,112 shares; 2025Q3: 316,064 shares; 2025Q4: 324,112 shares; 2026Q1: 330,087 shares 330,087 $31.7M 1.3% +5,975 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: restricted; 2024Q4: 961,795 shares; 2025Q1: 973,372 shares; 2025Q2: 985,530 shares; 2025Q3: 1,001,064 shares; 2025Q4: 1,006,308 shares; 2026Q1: 1,024,923 shares 1,024,923 $31.3M 1.29% +18,615 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 293,139 shares; 2025Q1: 295,581 shares; 2025Q2: 302,859 shares; 2025Q3: 303,325 shares; 2025Q4: 306,817 shares; 2026Q1: 309,514 shares 309,514 $28M 1.15% +2,697 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 572,628 shares; 2025Q1: 577,140 shares; 2025Q2: 581,557 shares; 2025Q3: 581,371 shares; 2025Q4: 595,403 shares; 2026Q1: 600,222 shares 600,222 $27.8M 1.14% +4,819 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 724,284 shares; 2025Q1: 738,578 shares; 2025Q2: 762,225 shares; 2025Q3: 770,416 shares; 2025Q4: 780,342 shares; 2026Q1: 800,187 shares 800,187 $27.8M 1.14% +19,845 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,841 shares; 2025Q1: 73,446 shares; 2025Q2: 74,038 shares; 2025Q3: 72,658 shares; 2025Q4: 72,351 shares; 2026Q1: 73,234 shares 73,234 $27.1M 1.12% +883 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,486 shares; 2025Q1: 53,219 shares; 2025Q2: 54,614 shares; 2025Q3: 54,957 shares; 2025Q4: 54,907 shares; 2026Q1: 55,854 shares 55,854 $26.8M 1.1% +947 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,756 shares; 2025Q1: 94,432 shares; 2025Q2: 94,961 shares; 2025Q3: 93,252 shares; 2025Q4: 92,280 shares; 2026Q1: 90,901 shares 90,901 $26.7M 1.1% -1,379 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,423 shares; 2025Q1: 101,892 shares; 2025Q2: 98,683 shares; 2025Q3: 96,951 shares; 2025Q4: 95,334 shares; 2026Q1: 93,771 shares 93,771 $26.4M 1.09% -1,563 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130,502 shares; 2025Q1: 131,324 shares; 2025Q2: 131,238 shares; 2025Q3: 130,069 shares; 2025Q4: 128,672 shares; 2026Q1: 126,577 shares 126,577 $24.4M 1% -2,095 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 273,646 shares; 2025Q1: 275,305 shares; 2025Q2: 278,533 shares; 2025Q3: 280,082 shares; 2025Q4: 281,638 shares; 2026Q1: 285,050 shares 285,050 $24.3M 1% +3,412 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 235,513 shares; 2025Q1: 237,710 shares; 2025Q2: 241,820 shares; 2025Q3: 247,057 shares; 2025Q4: 248,261 shares; 2026Q1: 249,828 shares 249,828 $24.1M 0.99% +1,567 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,562 shares; 2025Q1: 36,758 shares; 2025Q2: 36,332 shares; 2025Q3: 34,360 shares; 2025Q4: 32,953 shares; 2026Q1: 31,888 shares 31,888 $23.5M 0.97% -1,065 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 207,320 shares; 2025Q1: 203,918 shares; 2025Q2: 199,510 shares; 2025Q3: 197,897 shares; 2025Q4: 197,265 shares; 2026Q1: 197,058 shares 197,058 $23.3M 0.96% -207 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,303 shares; 2025Q1: 142,628 shares; 2025Q2: 144,150 shares; 2025Q3: 145,260 shares; 2025Q4: 144,676 shares; 2026Q1: 144,021 shares 144,021 $23M 0.95% -655 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164,142 shares; 2025Q1: 161,730 shares; 2025Q2: 160,166 shares; 2025Q3: 158,033 shares; 2025Q4: 157,685 shares; 2026Q1: 157,632 shares 157,632 $22.8M 0.94% -53 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 474,197 shares; 2025Q1: 474,624 shares; 2025Q2: 470,749 shares; 2025Q3: 468,694 shares; 2025Q4: 478,110 shares; 2026Q1: 477,758 shares 477,758 $22.3M 0.92% -352 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,710 shares; 2025Q1: 53,278 shares; 2025Q2: 53,109 shares; 2025Q3: 52,941 shares; 2025Q4: 52,587 shares; 2026Q1: 52,253 shares 52,253 $22.3M 0.92% -334 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: restricted; 2024Q4: 213,087 shares; 2025Q1: 209,294 shares; 2025Q2: 206,911 shares; 2025Q3: 203,848 shares; 2025Q4: 199,648 shares; 2026Q1: 196,133 shares 196,133 $22.2M 0.91% -3,515 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: restricted; 2024Q4: 31,709 shares; 2025Q1: 32,687 shares; 2025Q2: 34,424 shares; 2025Q3: 35,365 shares; 2025Q4: 36,111 shares; 2026Q1: 36,032 shares 36,032 $21.8M 0.9% -79 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,816 shares; 2025Q1: 50,348 shares; 2025Q2: 53,786 shares; 2025Q3: 55,988 shares; 2025Q4: 56,594 shares; 2026Q1: 58,025 shares 58,025 $20.8M 0.86% +1,431 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99,978 shares; 2025Q1: 98,533 shares; 2025Q2: 97,933 shares; 2025Q3: 96,875 shares; 2025Q4: 96,773 shares; 2026Q1: 96,014 shares 96,014 $20.3M 0.83% -759 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 173,736 shares; 2025Q1: 171,753 shares; 2025Q2: 168,340 shares; 2025Q3: 160,647 shares; 2025Q4: 159,039 shares; 2026Q1: 157,970 shares 157,970 $19.6M 0.81% -1,069 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: restricted; 2024Q4: 193,015 shares; 2025Q1: 191,106 shares; 2025Q2: 197,256 shares; 2025Q3: 199,058 shares; 2025Q4: 198,722 shares; 2026Q1: 200,384 shares 200,384 $19.6M 0.81% +1,662 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,147 shares; 2025Q1: 78,550 shares; 2025Q2: 77,827 shares; 2025Q3: 77,681 shares; 2025Q4: 77,489 shares; 2026Q1: 77,281 shares 77,281 $19.2M 0.79% -208 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,694 shares; 2025Q1: 79,065 shares; 2025Q2: 80,449 shares; 2025Q3: 80,183 shares; 2025Q4: 78,947 shares; 2026Q1: 78,621 shares 78,621 $19.1M 0.78% -326 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,180 shares; 2025Q1: 90,259 shares; 2025Q2: 89,758 shares; 2025Q3: 89,074 shares; 2025Q4: 88,681 shares; 2026Q1: 88,004 shares 88,004 $18.8M 0.77% -677 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,467 shares; 2025Q1: 52,401 shares; 2025Q2: 51,720 shares; 2025Q3: 31,764 shares; 2025Q4: 29,825 shares; 2026Q1: 26,588 shares 26,588 $18.1M 0.75% -3,237 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,387 shares; 2025Q1: 68,300 shares; 2025Q2: 74,327 shares; 2025Q3: 79,344 shares; 2025Q4: 81,328 shares; 2026Q1: 82,976 shares 82,976 $17.8M 0.73% +1,648 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,774 shares; 2025Q1: 31,360 shares; 2025Q2: 32,000 shares; 2025Q3: 32,162 shares; 2025Q4: 32,529 shares; 2026Q1: 32,992 shares 32,992 $17.2M 0.71% +463 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 173,392 shares; 2025Q1: 174,495 shares; 2025Q2: 177,470 shares; 2025Q3: 178,809 shares; 2025Q4: 180,076 shares; 2026Q1: 181,789 shares 181,789 $17.2M 0.71% +1,713 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,814 shares; 2025Q1: 55,704 shares; 2025Q2: 55,856 shares; 2025Q3: 55,738 shares; 2025Q4: 55,599 shares; 2026Q1: 56,702 shares 56,702 $17.2M 0.71% +1,103 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,843 shares; 2025Q1: 120,262 shares; 2025Q2: 119,440 shares; 2025Q3: 118,985 shares; 2025Q4: 118,845 shares; 2026Q1: 118,797 shares 118,797 $17.1M 0.7% -48 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,457 shares; 2025Q1: 17,528 shares; 2025Q2: 18,145 shares; 2025Q3: 18,576 shares; 2025Q4: 18,708 shares; 2026Q1: 19,130 shares 19,130 $16.6M 0.68% +422 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,083 shares; 2025Q1: 48,297 shares; 2025Q2: 48,696 shares; 2025Q3: 49,028 shares; 2025Q4: 50,454 shares; 2026Q1: 51,238 shares 51,238 $16.3M 0.67% +784 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,920 shares; 2025Q1: 24,180 shares; 2025Q2: 24,456 shares; 2025Q3: 24,419 shares; 2025Q4: 24,946 shares; 2026Q1: 28,448 shares 28,448 $16.3M 0.67% +3,502 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,023 shares; 2025Q1: 82,370 shares; 2025Q2: 81,684 shares; 2025Q3: 81,507 shares; 2025Q4: 81,230 shares; 2026Q1: 79,791 shares 79,791 $16.2M 0.66% -1,439 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,039 shares; 2025Q1: 36,703 shares; 2025Q2: 37,203 shares; 2025Q3: 37,090 shares; 2025Q4: 36,858 shares; 2026Q1: 36,173 shares 36,173 $15.8M 0.65% -685 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: restricted; 2024Q4: 133,504 shares; 2025Q1: 149,023 shares; 2025Q2: 159,143 shares; 2025Q3: 167,862 shares; 2025Q4: 175,489 shares; 2026Q1: 184,172 shares 184,172 $15.6M 0.64% +8,683 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,738 shares; 2025Q1: 51,971 shares; 2025Q2: 53,201 shares; 2025Q3: 53,171 shares; 2025Q4: 52,470 shares; 2026Q1: 53,006 shares 53,006 $15.5M 0.64% +536 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,298 shares; 2025Q1: 61,484 shares; 2025Q2: 64,150 shares; 2025Q3: 66,237 shares; 2025Q4: 67,060 shares; 2026Q1: 69,657 shares 69,657 $15.4M 0.63% +2,597 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,297 shares; 2025Q1: 16,441 shares; 2025Q2: 16,751 shares; 2025Q3: 16,672 shares; 2025Q4: 16,695 shares; 2026Q1: 16,830 shares 16,830 $15.1M 0.62% +135 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,252 shares; 2025Q1: 64,200 shares; 2025Q2: 60,517 shares; 2025Q3: 57,936 shares; 2025Q4: 57,016 shares; 2026Q1: 56,275 shares 56,275 $15M 0.62% -741 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,864 shares; 2025Q1: 31,806 shares; 2025Q2: 32,604 shares; 2025Q3: 37,278 shares; 2025Q4: 41,025 shares; 2026Q1: 43,111 shares 43,111 $14.9M 0.61% +2,086 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,855 shares; 2025Q1: 16,010 shares; 2025Q2: 17,362 shares; 2025Q3: 18,129 shares; 2025Q4: 18,912 shares; 2026Q1: 20,369 shares 20,369 $14.8M 0.61% +1,457 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 189,182 shares; 2025Q1: 195,034 shares; 2025Q2: 196,667 shares; 2025Q3: 195,284 shares; 2025Q4: 192,917 shares; 2026Q1: 189,849 shares 189,849 $14.7M 0.61% -3,068 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,304 shares; 2025Q1: 90,141 shares; 2025Q2: 93,366 shares; 2025Q3: 96,621 shares; 2025Q4: 98,512 shares; 2026Q1: 102,038 shares 102,038 $14.6M 0.6% +3,526 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,618 shares; 2025Q1: 37,286 shares; 2025Q2: 38,010 shares; 2025Q3: 39,153 shares; 2025Q4: 40,461 shares; 2026Q1: 44,190 shares 44,190 $14.5M 0.6% +3,729 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146,669 shares; 2025Q1: 143,956 shares; 2025Q2: 142,933 shares; 2025Q3: 142,029 shares; 2025Q4: 140,677 shares; 2026Q1: 140,036 shares 140,036 $14.1M 0.58% -641 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,704 shares; 2025Q1: 55,026 shares; 2025Q2: 55,779 shares; 2025Q3: 56,183 shares; 2025Q4: 57,615 shares; 2026Q1: 57,420 shares 57,420 $14M 0.58% -195 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 122,020 shares; 2025Q1: 120,859 shares; 2025Q2: 117,049 shares; 2025Q3: 113,610 shares; 2025Q4: 113,997 shares; 2026Q1: 115,922 shares 115,922 $13.9M 0.57% +1,925 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 339,453 shares; 2025Q1: 341,963 shares; 2025Q2: 334,377 shares; 2025Q3: 338,246 shares; 2025Q4: 340,028 shares; 2026Q1: 338,279 shares 338,279 $13.9M 0.57% -1,749 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,882 shares; 2025Q1: 16,954 shares; 2025Q2: 17,760 shares; 2025Q3: 17,691 shares; 2025Q4: 17,225 shares; 2026Q1: 9,262 shares 9,262 $13.6M 0.56% -7,963 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,382 shares; 2025Q1: 63,078 shares; 2025Q2: 62,180 shares; 2025Q3: 61,252 shares; 2025Q4: 59,149 shares; 2026Q1: 58,720 shares 58,720 $13.6M 0.56% -429 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,201 shares; 2025Q1: 88,514 shares; 2025Q2: 95,130 shares; 2025Q3: 98,994 shares; 2025Q4: 100,905 shares; 2026Q1: 103,806 shares 103,806 $13.6M 0.56% +2,901 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: restricted; 2024Q4: 109,282 shares; 2025Q1: 106,554 shares; 2025Q2: 106,052 shares; 2025Q3: 104,948 shares; 2025Q4: 103,497 shares; 2026Q1: 102,445 shares 102,445 $13.6M 0.56% -1,052 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,300 shares; 2025Q1: 18,352 shares; 2025Q2: 19,416 shares; 2025Q3: 20,222 shares; 2025Q4: 21,039 shares; 2026Q1: 22,643 shares 22,643 $13.3M 0.55% +1,604 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: restricted; 2024Q4: 213,089 shares; 2025Q1: 214,779 shares; 2025Q2: 221,815 shares; 2025Q3: 228,330 shares; 2025Q4: 226,659 shares; 2026Q1: 229,345 shares 229,345 $13M 0.53% +2,686 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,666 shares; 2025Q1: 98,221 shares; 2025Q2: 98,805 shares; 2025Q3: 93,628 shares; 2025Q4: 90,784 shares; 2026Q1: 88,155 shares 88,155 $13M 0.53% -2,629 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,787 shares; 2025Q1: 25,172 shares; 2025Q2: 29,104 shares; 2025Q3: 34,854 shares; 2025Q4: 35,755 shares; 2026Q1: 37,772 shares 37,772 $12.9M 0.53% +2,017 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,515 shares; 2025Q1: 67,224 shares; 2025Q2: 68,449 shares; 2025Q3: 69,978 shares; 2025Q4: 72,072 shares; 2026Q1: 74,675 shares 74,675 $12.7M 0.52% +2,603 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,716 shares; 2025Q1: 87,798 shares; 2025Q2: 87,344 shares; 2025Q3: 86,777 shares; 2025Q4: 86,169 shares; 2026Q1: 85,742 shares 85,742 $12.4M 0.51% -427 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,067 shares; 2025Q1: 21,842 shares; 2025Q2: 21,680 shares; 2025Q3: 21,782 shares; 2025Q4: 21,748 shares; 2026Q1: 21,861 shares 21,861 $11.9M 0.49% +113 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 179,414 shares; 2025Q1: 182,633 shares; 2025Q2: 184,111 shares; 2025Q3: 180,135 shares; 2025Q4: 178,992 shares; 2026Q1: 179,058 shares 179,058 $11.9M 0.49% +66 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: restricted; 2024Q4: 45,105 shares; 2025Q1: 45,106 shares; 2025Q2: 44,680 shares; 2025Q3: 44,997 shares; 2025Q4: 45,616 shares; 2026Q1: 45,961 shares 45,961 $11.8M 0.49% +345 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,647 shares; 2025Q1: 56,536 shares; 2025Q2: 56,668 shares; 2025Q3: 55,734 shares; 2025Q4: 55,326 shares; 2026Q1: 55,231 shares 55,231 $11.7M 0.48% -95 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,135 shares; 2025Q1: 47,194 shares; 2025Q2: 45,683 shares; 2025Q3: 46,184 shares; 2025Q4: 47,561 shares; 2026Q1: 50,487 shares 50,487 $11.6M 0.48% +2,926 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,470 shares; 2025Q1: 121,239 shares; 2025Q2: 117,643 shares; 2025Q3: 113,464 shares; 2025Q4: 110,736 shares; 2026Q1: 111,449 shares 111,449 $11.4M 0.47% +713 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,332 shares; 2025Q1: 37,602 shares; 2025Q2: 33,501 shares; 2025Q3: 33,680 shares; 2025Q4: 34,050 shares; 2026Q1: 33,479 shares 33,479 $11.4M 0.47% -571 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,466 shares; 2025Q1: 57,372 shares; 2025Q2: 57,254 shares; 2025Q3: 56,700 shares; 2025Q4: 56,299 shares; 2026Q1: 56,014 shares 56,014 $11.1M 0.46% -285 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,029 shares; 2025Q1: 35,036 shares; 2025Q2: 34,855 shares; 2025Q3: 34,815 shares; 2025Q4: 35,189 shares; 2026Q1: 36,480 shares 36,480 $11M 0.45% +1,291 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,561 shares; 2025Q1: 30,236 shares; 2025Q2: 30,574 shares; 2025Q3: 30,892 shares; 2025Q4: 30,819 shares; 2026Q1: 30,746 shares 30,746 $11M 0.45% -73 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,954 shares; 2025Q1: 52,429 shares; 2025Q2: 52,400 shares; 2025Q3: 53,339 shares; 2025Q4: 53,407 shares; 2026Q1: 56,203 shares 56,203 $10.9M 0.45% +2,796 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,420 shares; 2025Q1: 23,114 shares; 2025Q2: 27,350 shares; 2025Q3: 30,573 shares; 2025Q4: 31,700 shares; 2026Q1: 36,440 shares 36,440 $10.8M 0.44% +4,740 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,151 shares; 2025Q1: 18,596 shares; 2025Q2: 18,837 shares; 2025Q3: 19,244 shares; 2025Q4: 19,144 shares; 2026Q1: 19,178 shares 19,178 $10.3M 0.42% +34 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 240,125 shares; 2025Q1: 241,248 shares; 2025Q2: 231,178 shares; 2025Q3: 215,861 shares; 2025Q4: 79,151 shares; 2026Q1: 74,552 shares 74,552 $10.1M 0.42% -4,599 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,584 shares; 2025Q1: 11,449 shares; 2025Q2: 11,333 shares; 2025Q3: 10,908 shares; 2025Q4: 10,381 shares; 2026Q1: 10,094 shares 10,094 $10.1M 0.41% -287 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,508 shares; 2025Q1: 78,944 shares; 2025Q2: 78,469 shares; 2025Q3: 77,429 shares; 2025Q4: 77,853 shares; 2026Q1: 79,187 shares 79,187 $9.84M 0.41% +1,334 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,486 shares; 2025Q1: 27,344 shares; 2025Q2: 27,495 shares; 2025Q3: 26,882 shares; 2025Q4: 26,854 shares; 2026Q1: 27,688 shares 27,688 $9.74M 0.4% +834 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,246 shares; 2025Q1: 27,410 shares; 2025Q2: 27,324 shares; 2025Q3: 27,038 shares; 2025Q4: 26,868 shares; 2026Q1: 26,745 shares 26,745 $9.71M 0.4% -123 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 134,931 shares; 2025Q1: 138,957 shares; 2025Q2: 141,931 shares; 2025Q3: 140,865 shares; 2025Q4: 139,846 shares; 2026Q1: 140,593 shares 140,593 $9.5M 0.39% +747 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,283 shares; 2025Q1: 67,605 shares; 2025Q2: 76,831 shares; 2025Q3: 78,019 shares; 2025Q4: 77,671 shares; 2026Q1: 73,973 shares 73,973 $9.35M 0.38% -3,698 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,074 shares; 2025Q1: 38,769 shares; 2025Q2: 37,074 shares; 2025Q3: 35,567 shares; 2025Q4: 34,741 shares; 2026Q1: 34,387 shares 34,387 $9.17M 0.38% -354 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144,373 shares; 2025Q1: 155,250 shares; 2025Q2: 169,728 shares; 2025Q3: 180,223 shares; 2025Q4: 192,289 shares; 2026Q1: 202,288 shares 202,288 $9.16M 0.38% +9,999 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 113,333 shares; 2025Q1: 114,576 shares; 2025Q2: 114,610 shares; 2025Q3: 115,211 shares; 2025Q4: 114,286 shares; 2026Q1: 114,117 shares 114,117 $9.12M 0.38% -169 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,469 shares; 2025Q1: 39,062 shares; 2025Q2: 40,146 shares; 2025Q3: 39,122 shares; 2025Q4: 38,659 shares; 2026Q1: 38,860 shares 38,860 $9.06M 0.37% +201 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,916 shares; 2025Q1: 31,628 shares; 2025Q2: 32,126 shares; 2025Q3: 32,752 shares; 2025Q4: 32,962 shares; 2026Q1: 33,209 shares 33,209 $8.82M 0.36% +247 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 132,069 shares; 2025Q1: 131,958 shares; 2025Q2: 131,684 shares; 2025Q3: 130,523 shares; 2025Q4: 130,261 shares; 2026Q1: 129,877 shares 129,877 $8.77M 0.36% -384 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,768 shares; 2025Q1: 64,481 shares; 2025Q2: 56,808 shares; 2025Q3: 56,548 shares; 2025Q4: 56,068 shares; 2026Q1: 56,244 shares 56,244 $8.73M 0.36% +176 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,235 shares; 2025Q1: 19,020 shares; 2025Q2: 18,834 shares; 2025Q3: 18,787 shares; 2025Q4: 18,810 shares; 2026Q1: 18,682 shares 18,682 $8.65M 0.36% -128 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,994 shares; 2025Q1: 26,315 shares; 2025Q2: 26,475 shares; 2025Q3: 26,635 shares; 2025Q4: 26,518 shares; 2026Q1: 26,374 shares 26,374 $8.51M 0.35% -144 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,481 shares; 2025Q1: 1,498 shares; 2025Q2: 1,593 shares; 2025Q3: 1,637 shares; 2025Q4: 1,675 shares; 2026Q1: 2,009 shares 2,009 $8.46M 0.35% +334 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,168 shares; 2025Q1: 51,093 shares; 2025Q2: 54,090 shares; 2025Q3: 56,071 shares; 2025Q4: 57,856 shares; 2026Q1: 52,021 shares 52,021 $8.45M 0.35% -5,835 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,499 shares; 2025Q1: 13,656 shares; 2025Q2: 14,275 shares; 2025Q3: 14,823 shares; 2025Q4: 15,253 shares; 2026Q1: 19,650 shares 19,650 $8.36M 0.34% +4,397 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,227 shares; 2025Q1: 23,243 shares; 2025Q2: 23,732 shares; 2025Q3: 24,101 shares; 2025Q4: 24,189 shares; 2026Q1: 24,256 shares 24,256 $8.32M 0.34% +67 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,268 shares; 2025Q1: 59,695 shares; 2025Q2: 62,787 shares; 2025Q3: 62,216 shares; 2025Q4: 62,091 shares; 2026Q1: 61,491 shares 61,491 $8.32M 0.34% -600 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,093 shares; 2025Q1: 26,703 shares; 2025Q2: 26,540 shares; 2025Q3: 26,656 shares; 2025Q4: 26,937 shares; 2026Q1: 27,242 shares 27,242 $8.23M 0.34% +305 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,167 shares; 2025Q1: 29,008 shares; 2025Q2: 28,665 shares; 2025Q3: 28,656 shares; 2025Q4: 27,178 shares; 2026Q1: 28,228 shares 28,228 $8.2M 0.34% +1,050 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,741 shares; 2025Q1: 70,526 shares; 2025Q2: 69,420 shares; 2025Q3: 69,115 shares; 2025Q4: 69,867 shares; 2026Q1: 70,525 shares 70,525 $8.15M 0.34% +658 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,584 shares; 2025Q1: 38,830 shares; 2025Q2: 39,771 shares; 2025Q3: 39,219 shares; 2025Q4: 38,312 shares; 2026Q1: 38,491 shares 38,491 $8.13M 0.33% +179 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,531 shares; 2025Q1: 45,508 shares; 2025Q2: 46,229 shares; 2025Q3: 46,903 shares; 2025Q4: 47,284 shares; 2026Q1: 48,007 shares 48,007 $7.93M 0.33% +723 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,159 shares; 2025Q1: 67,719 shares; 2025Q2: 68,390 shares; 2025Q3: 70,071 shares; 2025Q4: 73,690 shares; 2026Q1: 83,968 shares 83,968 $7.89M 0.32% +10,278 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,354 shares; 2025Q1: 25,850 shares; 2025Q2: 26,096 shares; 2025Q3: 25,939 shares; 2025Q4: 24,663 shares; 2026Q1: 26,371 shares 26,371 $7.58M 0.31% +1,708 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,342 shares; 2025Q1: 100,683 shares; 2025Q2: 100,113 shares; 2025Q3: 100,219 shares; 2025Q4: 100,657 shares; 2026Q1: 100,724 shares 100,724 $7.58M 0.31% +67 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191,737 shares; 2025Q1: 179,769 shares; 2025Q2: 178,603 shares; 2025Q3: 169,502 shares; 2025Q4: 168,430 shares; 2026Q1: 165,285 shares 165,285 $7.53M 0.31% -3,145 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,172 shares; 2025Q1: 40,164 shares; 2025Q2: 40,502 shares; 2025Q3: 39,255 shares; 2025Q4: 38,486 shares; 2026Q1: 38,201 shares 38,201 $7.49M 0.31% -285 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,516 shares; 2025Q1: 19,934 shares; 2025Q2: 21,026 shares; 2025Q3: 20,926 shares; 2025Q4: 20,732 shares; 2026Q1: 18,839 shares 18,839 $7.47M 0.31% -1,893 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,540 shares; 2025Q1: 39,463 shares; 2025Q2: 39,274 shares; 2025Q3: 39,305 shares; 2025Q4: 44,580 shares; 2026Q1: 47,401 shares 47,401 $7.46M 0.31% +2,821 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,379 shares; 2025Q1: 37,033 shares; 2025Q2: 35,814 shares; 2025Q3: 36,223 shares; 2025Q4: 35,959 shares; 2026Q1: 35,960 shares 35,960 $7.44M 0.31% +1 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: restricted; 2024Q4: 32,597 shares; 2025Q1: 33,713 shares; 2025Q2: 40,196 shares; 2025Q3: 42,408 shares; 2025Q4: 47,104 shares; 2026Q1: 50,170 shares 50,170 $7.39M 0.3% +3,066 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: restricted; 2024Q4: 60,686 shares; 2025Q1: 59,815 shares; 2025Q2: 59,369 shares; 2025Q3: 58,422 shares; 2025Q4: 58,268 shares; 2026Q1: 57,606 shares 57,606 $7.38M 0.3% -662 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,815 shares; 2025Q1: 16,792 shares; 2025Q2: 17,406 shares; 2025Q3: 17,465 shares; 2025Q4: 17,208 shares; 2026Q1: 16,674 shares 16,674 $7.21M 0.3% -534 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,089 shares; 2025Q1: 70,940 shares; 2025Q2: 72,078 shares; 2025Q3: 73,570 shares; 2025Q4: 74,506 shares; 2026Q1: 74,579 shares 74,579 $7.19M 0.3% +73 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,041 shares; 2025Q4: 96,928 shares; 2026Q1: 109,124 shares 109,124 $7.12M 0.29% +12,196 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: restricted; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 20,265 shares; 2026Q1: 19,985 shares 19,985 $7.07M 0.29% -280 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 874 shares; 2025Q1: 815 shares; 2025Q2: 1,032 shares; 2025Q3: 1,033 shares; 2025Q4: 25,970 shares; 2026Q1: 30,577 shares 30,577 $7.03M 0.29% +4,607 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131,299 shares; 2025Q1: 133,600 shares; 2025Q2: 137,217 shares; 2025Q3: 137,598 shares; 2025Q4: 138,564 shares; 2026Q1: 142,693 shares 142,693 $6.96M 0.29% +4,129 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,685 shares; 2025Q1: 83,472 shares; 2025Q2: 83,380 shares; 2025Q3: 83,155 shares; 2025Q4: 82,675 shares; 2026Q1: 81,317 shares 81,317 $6.89M 0.28% -1,358 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,420 shares; 2025Q1: 3,477 shares; 2025Q2: 3,513 shares; 2025Q3: 3,468 shares; 2025Q4: 3,463 shares; 2026Q1: 3,589 shares 3,589 $6.87M 0.28% +126 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195,681 shares; 2025Q1: 207,351 shares; 2025Q2: 221,022 shares; 2025Q3: 230,591 shares; 2025Q4: 232,354 shares; 2026Q1: 226,439 shares 226,439 $6.82M 0.28% -5,915 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,517 shares; 2025Q1: 25,844 shares; 2025Q2: 25,930 shares; 2025Q3: 25,788 shares; 2025Q4: 25,872 shares; 2026Q1: 25,376 shares 25,376 $6.77M 0.28% -496 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102,932 shares; 2025Q1: 103,993 shares; 2025Q2: 104,189 shares; 2025Q3: 102,629 shares; 2025Q4: 103,346 shares; 2026Q1: 103,249 shares 103,249 $6.74M 0.28% -97 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,364 shares; 2025Q1: 30,491 shares; 2025Q2: 30,652 shares; 2025Q3: 30,782 shares; 2025Q4: 31,035 shares; 2026Q1: 31,272 shares 31,272 $6.35M 0.26% +237 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 193,084 shares; 2025Q1: 193,733 shares; 2025Q2: 211,530 shares; 2025Q3: 215,137 shares; 2025Q4: 215,979 shares; 2026Q1: 208,048 shares 208,048 $6.34M 0.26% -7,931 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,215 shares; 2025Q1: 35,111 shares; 2025Q2: 35,278 shares; 2025Q3: 35,347 shares; 2025Q4: 35,433 shares; 2026Q1: 35,359 shares 35,359 $6.33M 0.26% -74 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,703 shares; 2025Q1: 23,490 shares; 2025Q2: 23,818 shares; 2025Q3: 21,621 shares; 2025Q4: 21,530 shares; 2026Q1: 21,014 shares 21,014 $6.26M 0.26% -516 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,083 shares; 2025Q1: 41,937 shares; 2025Q2: 40,732 shares; 2025Q3: 40,210 shares; 2025Q4: 39,738 shares; 2026Q1: 39,739 shares 39,739 $6.11M 0.25% +1 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,165 shares; 2025Q1: 64,456 shares; 2025Q2: 61,044 shares; 2025Q3: 62,980 shares; 2025Q4: 63,488 shares; 2026Q1: 65,203 shares 65,203 $6.01M 0.25% +1,715 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 10,906 shares; 2025Q2: 23,188 shares; 2025Q3: 23,652 shares; 2025Q4: 24,534 shares; 2026Q1: 27,210 shares 27,210 $5.9M 0.24% +2,676 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,384 shares; 2025Q1: 46,472 shares; 2025Q2: 46,640 shares; 2025Q3: 46,477 shares; 2025Q4: 46,223 shares; 2026Q1: 45,409 shares 45,409 $5.72M 0.24% -814 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 49,493 shares; 2025Q3: 90,601 shares; 2025Q4: 20,840 shares; 2026Q1: 19,298 shares 19,298 $5.72M 0.24% -1,542 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,452 shares; 2025Q1: 55,117 shares; 2025Q2: 45,236 shares; 2025Q3: 39,905 shares; 2025Q4: 37,426 shares; 2026Q1: 35,156 shares 35,156 $5.64M 0.23% -2,270 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,446 shares; 2025Q1: 15,098 shares; 2025Q2: 15,170 shares; 2025Q3: 15,203 shares; 2025Q4: 15,528 shares; 2026Q1: 17,131 shares 17,131 $5.63M 0.23% +1,603 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,490 shares; 2025Q1: 44,538 shares; 2025Q2: 45,245 shares; 2025Q3: 45,887 shares; 2025Q4: 46,745 shares; 2026Q1: 48,740 shares 48,740 $5.5M 0.23% +1,995 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 253,782 shares; 2025Q1: 272,819 shares; 2025Q2: 272,819 shares; 2025Q3: 272,819 shares; 2025Q4: 272,819 shares; 2026Q1: 288,879 shares 288,879 $5.27M 0.22% +16,060 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,455 shares; 2025Q1: 6,661 shares; 2025Q2: 7,139 shares; 2025Q3: 7,144 shares; 2025Q4: 7,821 shares; 2026Q1: 25,305 shares 25,305 $5.27M 0.22% +17,484 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,159 shares; 2025Q1: 85,719 shares; 2025Q2: 85,991 shares; 2025Q3: 86,068 shares; 2025Q4: 86,576 shares; 2026Q1: 88,739 shares 88,739 $5.26M 0.22% +2,163 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,670 shares; 2025Q1: 4,789 shares; 2025Q2: 4,907 shares; 2025Q3: 4,930 shares; 2025Q4: 4,981 shares; 2026Q1: 5,365 shares 5,365 $5.16M 0.21% +384 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,158 shares; 2025Q1: 56,835 shares; 2025Q2: 63,311 shares; 2025Q3: 65,519 shares; 2025Q4: 66,152 shares; 2026Q1: 70,708 shares 70,708 $5.08M 0.21% +4,556 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,597 shares; 2025Q1: 48,120 shares; 2025Q2: 48,688 shares; 2025Q3: 47,700 shares; 2025Q4: 47,738 shares; 2026Q1: 47,647 shares 47,647 $5.04M 0.21% -91 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,055 shares; 2025Q1: 49,566 shares; 2025Q2: 52,439 shares; 2025Q3: 53,062 shares; 2025Q4: 54,251 shares; 2026Q1: 58,584 shares 58,584 $4.97M 0.2% +4,333 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,560 shares; 2025Q4: 8,888 shares; 2026Q1: 13,714 shares 13,714 $4.92M 0.2% +4,826 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,197 shares; 2025Q1: 88,101 shares; 2025Q2: 90,815 shares; 2025Q3: 91,906 shares; 2025Q4: 91,870 shares; 2026Q1: 93,596 shares 93,596 $4.87M 0.2% +1,726 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,597 shares; 2025Q1: 8,586 shares; 2025Q2: 8,160 shares; 2025Q3: 8,329 shares; 2025Q4: 8,475 shares; 2026Q1: 9,711 shares 9,711 $4.85M 0.2% +1,236 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,353 shares; 2025Q1: 59,692 shares; 2025Q2: 59,094 shares; 2025Q3: 58,642 shares; 2025Q4: 57,362 shares; 2026Q1: 56,841 shares 56,841 $4.81M 0.2% -521 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 122,243 shares; 2025Q1: 123,252 shares; 2025Q2: 126,060 shares; 2025Q3: 127,956 shares; 2025Q4: 120,906 shares; 2026Q1: 122,529 shares 122,529 $4.75M 0.2% +1,623 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,345 shares; 2025Q1: 60,234 shares; 2025Q2: 60,254 shares; 2025Q3: 59,667 shares; 2025Q4: 56,821 shares; 2026Q1: 56,219 shares 56,219 $4.71M 0.19% -602 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,176 shares; 2025Q1: 5,714 shares; 2025Q2: 7,096 shares; 2025Q3: 7,395 shares; 2025Q4: 7,622 shares; 2026Q1: 7,639 shares 7,639 $4.62M 0.19% +17 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,213 shares; 2025Q1: 21,745 shares; 2025Q2: 21,730 shares; 2025Q3: 21,390 shares; 2025Q4: 22,047 shares; 2026Q1: 22,387 shares 22,387 $4.44M 0.18% +340 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,301 shares; 2025Q1: 47,458 shares; 2025Q2: 47,973 shares; 2025Q3: 48,131 shares; 2025Q4: 47,999 shares; 2026Q1: 50,730 shares 50,730 $4.4M 0.18% +2,731 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,410 shares; 2025Q1: 9,265 shares; 2025Q2: 10,151 shares; 2025Q3: 11,589 shares; 2025Q4: 12,990 shares; 2026Q1: 15,030 shares 15,030 $4.37M 0.18% +2,040 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,517 shares; 2025Q1: 18,382 shares; 2025Q2: 17,983 shares; 2025Q3: 17,776 shares; 2025Q4: 17,647 shares; 2026Q1: 18,270 shares 18,270 $4.22M 0.17% +623 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,666 shares; 2025Q1: 31,029 shares; 2025Q2: 35,448 shares; 2025Q3: 38,367 shares; 2025Q4: 40,825 shares; 2026Q1: 44,360 shares 44,360 $4.09M 0.17% +3,535 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: restricted; 2024Q4: 160,045 shares; 2025Q1: 163,623 shares; 2025Q2: 162,278 shares; 2025Q3: 158,092 shares; 2025Q4: 157,569 shares; 2026Q1: 156,483 shares 156,483 $4.09M 0.17% -1,086 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: restricted; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 14,186 shares; 2025Q3: 23,735 shares; 2025Q4: 25,990 shares; 2026Q1: 28,036 shares 28,036 $4.07M 0.17% +2,046 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,129 shares; 2025Q1: 25,415 shares; 2025Q2: 24,299 shares; 2025Q3: 23,132 shares; 2025Q4: 23,045 shares; 2026Q1: 22,880 shares 22,880 $4.04M 0.17% -165 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,816 shares; 2025Q1: 18,010 shares; 2025Q2: 18,172 shares; 2025Q3: 18,329 shares; 2025Q4: 18,751 shares; 2026Q1: 18,488 shares 18,488 $4.03M 0.17% -263 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: restricted; 2024Q4: 69,784 shares; 2025Q1: 77,942 shares; 2025Q2: 80,072 shares; 2025Q3: 74,742 shares; 2025Q4: 71,823 shares; 2026Q1: 65,326 shares 65,326 $4.01M 0.16% -6,497 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,352 shares; 2025Q1: 19,944 shares; 2025Q2: 19,965 shares; 2025Q3: 19,970 shares; 2025Q4: 19,283 shares; 2026Q1: 18,924 shares 18,924 $3.96M 0.16% -359 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,328 shares; 2025Q1: 18,016 shares; 2025Q2: 18,016 shares; 2025Q3: 22,437 shares; 2025Q4: 22,437 shares; 2026Q1: 22,437 shares 22,437 $3.94M 0.16% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,433 shares; 2025Q1: 17,381 shares; 2025Q2: 15,246 shares; 2025Q3: 14,572 shares; 2025Q4: 14,682 shares; 2026Q1: 14,410 shares 14,410 $3.9M 0.16% -272 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: restricted; 2024Q4: 7,399 shares; 2025Q1: 7,193 shares; 2025Q2: 7,214 shares; 2025Q3: 7,068 shares; 2025Q4: 7,297 shares; 2026Q1: 8,821 shares 8,821 $3.85M 0.16% +1,524 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,758 shares; 2025Q1: 66,996 shares; 2025Q2: 60,802 shares; 2025Q3: 54,681 shares; 2025Q4: 51,650 shares; 2026Q1: 50,756 shares 50,756 $3.82M 0.16% -894 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,739 shares; 2025Q1: 55,142 shares; 2025Q2: 55,207 shares; 2025Q3: 52,449 shares; 2025Q4: 52,754 shares; 2026Q1: 51,813 shares 51,813 $3.82M 0.16% -941 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,496 shares; 2025Q1: 105,701 shares; 2025Q2: 109,957 shares; 2025Q3: 112,662 shares; 2025Q4: 139,133 shares; 2026Q1: 227,728 shares 227,728 $3.81M 0.16% +88,595 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,463 shares; 2025Q1: 4,463 shares; 2025Q2: 4,463 shares; 2025Q3: 4,463 shares; 2025Q4: 4,463 shares; 2026Q1: 4,463 shares 4,463 $3.79M 0.16% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,475 shares; 2025Q1: 11,472 shares; 2025Q2: 11,136 shares; 2025Q3: 11,146 shares; 2025Q4: 11,098 shares; 2026Q1: 11,308 shares 11,308 $3.7M 0.15% +210 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,448 shares; 2025Q1: 13,784 shares; 2025Q2: 13,430 shares; 2025Q3: 13,230 shares; 2025Q4: 12,706 shares; 2026Q1: 12,391 shares 12,391 $3.62M 0.15% -315 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,537 shares; 2025Q1: 36,859 shares; 2025Q2: 36,223 shares; 2025Q3: 36,757 shares; 2025Q4: 36,739 shares; 2026Q1: 37,167 shares 37,167 $3.58M 0.15% +428 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,257 shares; 2025Q1: 5,561 shares; 2025Q2: 5,837 shares; 2025Q3: 5,803 shares; 2025Q4: 5,837 shares; 2026Q1: 5,921 shares 5,921 $3.54M 0.15% +84 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,129 shares; 2025Q1: 59,381 shares; 2025Q2: 49,901 shares; 2025Q3: 51,294 shares; 2025Q4: 53,006 shares; 2026Q1: 58,237 shares 58,237 $3.35M 0.14% +5,231 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,463 shares; 2025Q1: 123,235 shares; 2025Q2: 123,130 shares; 2025Q3: 120,276 shares; 2025Q4: 109,816 shares; 2026Q1: 116,782 shares 116,782 $3.35M 0.14% +6,966 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,610 shares; 2025Q1: 27,009 shares; 2025Q2: 25,925 shares; 2025Q3: 25,681 shares; 2025Q4: 25,643 shares; 2026Q1: 25,504 shares 25,504 $3.35M 0.14% -139 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,820 shares; 2025Q1: 92,347 shares; 2025Q2: 95,946 shares; 2025Q3: 98,550 shares; 2025Q4: 98,573 shares; 2026Q1: 103,055 shares 103,055 $3.34M 0.14% +4,482 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,288 shares; 2025Q1: 13,302 shares; 2025Q2: 14,155 shares; 2025Q3: 12,351 shares; 2025Q4: 11,580 shares; 2026Q1: 11,056 shares 11,056 $3.24M 0.13% -524 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: restricted; 2024Q4: 4,552 shares; 2025Q1: 4,636 shares; 2025Q2: 4,483 shares; 2025Q3: 4,486 shares; 2025Q4: 4,620 shares; 2026Q1: 4,923 shares 4,923 $3.22M 0.13% +303 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,993 shares; 2025Q1: 14,991 shares; 2025Q2: 18,814 shares; 2025Q3: 22,911 shares; 2025Q4: 24,411 shares; 2026Q1: 27,328 shares 27,328 $3.2M 0.13% +2,917 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,404 shares; 2025Q1: 18,171 shares; 2025Q2: 17,676 shares; 2025Q3: 17,698 shares; 2025Q4: 17,458 shares; 2026Q1: 16,866 shares 16,866 $3.2M 0.13% -592 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,287 shares; 2025Q1: 6,790 shares; 2025Q2: 5,582 shares; 2025Q3: 5,654 shares; 2025Q4: 5,948 shares; 2026Q1: 6,494 shares 6,494 $3.19M 0.13% +546 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,871 shares; 2025Q1: 26,185 shares; 2025Q2: 25,472 shares; 2025Q3: 25,223 shares; 2025Q4: 25,000 shares; 2026Q1: 24,783 shares 24,783 $3.18M 0.13% -217 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,639 shares; 2025Q1: 16,812 shares; 2025Q2: 19,528 shares; 2025Q3: 17,083 shares; 2025Q4: 16,322 shares; 2026Q1: 16,444 shares 16,444 $3.12M 0.13% +122 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,532 shares; 2025Q1: 29,491 shares; 2025Q2: 29,713 shares; 2025Q3: 29,319 shares; 2025Q4: 29,411 shares; 2026Q1: 30,252 shares 30,252 $3.11M 0.13% +841 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: restricted; 2024Q4: 11,045 shares; 2025Q1: 10,906 shares; 2025Q2: 11,325 shares; 2025Q3: 11,234 shares; 2025Q4: 12,114 shares; 2026Q1: 15,812 shares 15,812 $3.1M 0.13% +3,698 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: restricted; 2024Q4: 9,532 shares; 2025Q1: 8,872 shares; 2025Q2: 8,841 shares; 2025Q3: 8,816 shares; 2025Q4: 8,792 shares; 2026Q1: 8,653 shares 8,653 $3.09M 0.13% -139 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,265 shares; 2025Q1: 7,276 shares; 2025Q2: 10,564 shares; 2025Q3: 10,655 shares; 2025Q4: 12,387 shares; 2026Q1: 17,498 shares 17,498 $3.05M 0.13% +5,111 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 169,527 shares; 2025Q1: 182,310 shares; 2025Q2: 189,065 shares; 2025Q3: 191,421 shares; 2025Q4: 190,215 shares; 2026Q1: 193,442 shares 193,442 $3.03M 0.12% +3,227 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,418 shares; 2025Q1: 46,735 shares; 2025Q2: 44,766 shares; 2025Q3: 46,076 shares; 2025Q4: 45,687 shares; 2026Q1: 48,877 shares 48,877 $3.01M 0.12% +3,190 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,076 shares; 2025Q4: 25,569 shares; 2026Q1: 18,896 shares 18,896 $2.99M 0.12% -6,673 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: restricted; 2024Q4: 14,146 shares; 2025Q1: 15,332 shares; 2025Q2: 16,028 shares; 2025Q3: 15,456 shares; 2025Q4: 14,624 shares; 2026Q1: 12,214 shares 12,214 $2.97M 0.12% -2,410 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,760 shares; 2025Q1: 37,693 shares; 2025Q2: 37,518 shares; 2025Q3: 36,842 shares; 2025Q4: 34,005 shares; 2026Q1: 31,772 shares 31,772 $2.96M 0.12% -2,233 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158,094 shares; 2025Q1: 155,339 shares; 2025Q2: 140,562 shares; 2025Q3: 137,448 shares; 2025Q4: 137,564 shares; 2026Q1: 137,591 shares 137,591 $2.95M 0.12% +27 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,856 shares; 2025Q1: 13,200 shares; 2025Q2: 13,781 shares; 2025Q3: 13,784 shares; 2025Q4: 13,947 shares; 2026Q1: 14,157 shares 14,157 $2.95M 0.12% +210 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,148 shares; 2025Q1: 47,746 shares; 2025Q2: 47,733 shares; 2025Q3: 48,366 shares; 2025Q4: 49,080 shares; 2026Q1: 49,403 shares 49,403 $2.89M 0.12% +323 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,614 shares; 2025Q1: 6,614 shares; 2025Q2: 6,614 shares; 2025Q3: 6,614 shares; 2025Q4: 6,614 shares; 2026Q1: 6,614 shares 6,614 $2.87M 0.12% 0 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,929 shares; 2025Q1: 23,832 shares; 2025Q2: 23,833 shares; 2025Q3: 22,876 shares; 2025Q4: 20,864 shares; 2026Q1: 21,583 shares 21,583 $2.86M 0.12% +719 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,075 shares; 2025Q1: 15,034 shares; 2025Q2: 15,340 shares; 2025Q3: 15,378 shares; 2025Q4: 16,042 shares; 2026Q1: 16,903 shares 16,903 $2.85M 0.12% +861 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,285 shares; 2025Q1: 7,217 shares; 2025Q2: 8,144 shares; 2025Q3: 8,182 shares; 2025Q4: 8,030 shares; 2026Q1: 8,010 shares 8,010 $2.81M 0.12% -20 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,965 shares; 2025Q1: 32,922 shares; 2025Q2: 33,462 shares; 2025Q3: 33,880 shares; 2025Q4: 34,311 shares; 2026Q1: 34,747 shares 34,747 $2.77M 0.11% +436 Timeline HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,720 shares; 2025Q1: 39,877 shares; 2025Q2: 39,215 shares; 2025Q3: 41,370 shares; 2025Q4: 42,080 shares; 2026Q1: 42,608 shares 42,608 $2.76M 0.11% +528 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,656 shares; 2025Q1: 47,426 shares; 2025Q2: 49,187 shares; 2025Q3: 43,953 shares; 2025Q4: 39,292 shares; 2026Q1: 37,264 shares 37,264 $2.72M 0.11% -2,028 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,458 shares; 2025Q1: 33,678 shares; 2025Q2: 34,273 shares; 2025Q3: 34,370 shares; 2025Q4: 35,190 shares; 2026Q1: 35,763 shares 35,763 $2.69M 0.11% +573 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,670 shares; 2025Q1: 11,521 shares; 2025Q2: 12,661 shares; 2025Q3: 16,494 shares; 2025Q4: 17,794 shares; 2026Q1: 19,520 shares 19,520 $2.68M 0.11% +1,726 Timeline DIM 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: restricted; 2024Q4: 33,601 shares; 2025Q1: 33,030 shares; 2025Q2: 32,827 shares; 2025Q3: 32,012 shares; 2025Q4: 31,918 shares; 2026Q1: 31,490 shares 31,490 $2.61M 0.11% -428 Timeline EZM 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: restricted; 2024Q4: 42,653 shares; 2025Q1: 40,774 shares; 2025Q2: 40,137 shares; 2025Q3: 39,352 shares; 2025Q4: 39,041 shares; 2026Q1: 38,581 shares 38,581 $2.59M 0.11% -460 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,265 shares; 2025Q1: 57,780 shares; 2025Q2: 65,504 shares; 2025Q3: 62,876 shares; 2025Q4: 61,663 shares; 2026Q1: 54,700 shares 54,700 $2.54M 0.1% -6,963 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,273 shares; 2025Q1: 17,697 shares; 2025Q2: 16,432 shares; 2025Q3: 16,087 shares; 2025Q4: 15,291 shares; 2026Q1: 12,880 shares 12,880 $2.52M 0.1% -2,411 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,078 shares; 2025Q1: 18,631 shares; 2025Q2: 17,283 shares; 2025Q3: 17,993 shares; 2025Q4: 19,910 shares; 2026Q1: 23,941 shares 23,941 $2.41M 0.1% +4,031 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,760 shares; 2026Q1: 14,660 shares 14,660 $2.4M 0.1% +6,900 Timeline ALG ALAMO GROUP INC More: the full row for ALAMO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,152 shares; 2025Q1: 12,063 shares; 2025Q2: 12,936 shares; 2025Q3: 13,187 shares; 2025Q4: 13,415 shares; 2026Q1: 14,245 shares 14,245 $2.35M 0.1% +830 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,105 shares; 2025Q2: 3,193 shares; 2025Q3: 3,993 shares; 2025Q4: 4,324 shares; 2026Q1: 8,200 shares 8,200 $2.3M 0.09% +3,876 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: restricted; 2024Q4: 31,002 shares; 2025Q1: 31,574 shares; 2025Q2: 31,207 shares; 2025Q3: 30,425 shares; 2025Q4: 29,738 shares; 2026Q1: 29,891 shares 29,891 $2.25M 0.09% +153 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,663 shares; 2025Q1: 10,322 shares; 2025Q2: 10,568 shares; 2025Q3: 10,386 shares; 2025Q4: 10,521 shares; 2026Q1: 10,942 shares 10,942 $2.23M 0.09% +421 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,341 shares; 2025Q1: 72,876 shares; 2025Q2: 73,470 shares; 2025Q3: 74,849 shares; 2025Q4: 72,753 shares; 2026Q1: 72,272 shares 72,272 $2.22M 0.09% -481 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: restricted; 2024Q4: 29,098 shares; 2025Q1: 27,562 shares; 2025Q2: 28,117 shares; 2025Q3: 29,126 shares; 2025Q4: 30,458 shares; 2026Q1: 32,949 shares 32,949 $2.17M 0.09% +2,491 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,733 shares; 2025Q1: 44,433 shares; 2025Q2: 44,872 shares; 2025Q3: 45,848 shares; 2025Q4: 46,183 shares; 2026Q1: 46,936 shares 46,936 $2.16M 0.09% +753 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,152 shares; 2025Q1: 31,053 shares; 2025Q2: 30,951 shares; 2025Q3: 29,881 shares; 2025Q4: 28,101 shares; 2026Q1: 27,215 shares 27,215 $2.14M 0.09% -886 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,670 shares; 2025Q1: 19,501 shares; 2025Q2: 19,236 shares; 2025Q3: 18,053 shares; 2025Q4: 17,849 shares; 2026Q1: 18,024 shares 18,024 $2.14M 0.09% +175 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,479 shares; 2025Q1: 27,489 shares; 2025Q2: 27,499 shares; 2025Q3: 27,131 shares; 2025Q4: 26,957 shares; 2026Q1: 26,782 shares 26,782 $2.11M 0.09% -175 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,231 shares; 2025Q1: 10,947 shares; 2025Q2: 10,623 shares; 2025Q3: 10,723 shares; 2025Q4: 10,158 shares; 2026Q1: 10,167 shares 10,167 $2.07M 0.09% +9 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,130 shares; 2025Q1: 46,857 shares; 2025Q2: 39,840 shares; 2025Q3: 32,197 shares; 2025Q4: 31,358 shares; 2026Q1: 29,776 shares 29,776 $2M 0.08% -1,582 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,807 shares; 2025Q1: 21,431 shares; 2025Q2: 17,053 shares; 2025Q3: 14,300 shares; 2025Q4: 13,127 shares; 2026Q1: 13,087 shares 13,087 $1.96M 0.08% -40 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,233 shares; 2025Q1: 3,270 shares; 2025Q2: 3,315 shares; 2025Q3: 3,323 shares; 2025Q4: 3,326 shares; 2026Q1: 3,386 shares 3,386 $1.95M 0.08% +60 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,572 shares; 2025Q1: 106,989 shares; 2025Q2: 116,501 shares; 2025Q3: 95,251 shares; 2025Q4: 78,268 shares; 2026Q1: 75,925 shares 75,925 $1.95M 0.08% -2,343 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: restricted; 2024Q4: 18,401 shares; 2025Q1: 16,661 shares; 2025Q2: 15,414 shares; 2025Q3: 14,517 shares; 2025Q4: 14,384 shares; 2026Q1: 13,939 shares 13,939 $1.94M 0.08% -445 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,880 shares; 2025Q1: 7,060 shares; 2025Q2: 7,060 shares; 2025Q3: 7,693 shares; 2025Q4: 7,693 shares; 2026Q1: 17,448 shares 17,448 $1.92M 0.08% +9,755 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,591 shares; 2025Q1: 29,081 shares; 2025Q2: 28,745 shares; 2025Q3: 28,630 shares; 2025Q4: 29,309 shares; 2026Q1: 29,959 shares 29,959 $1.92M 0.08% +650 Timeline DLS 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: restricted; 2024Q4: 26,662 shares; 2025Q1: 26,600 shares; 2025Q2: 25,080 shares; 2025Q3: 24,262 shares; 2025Q4: 24,248 shares; 2026Q1: 23,386 shares 23,386 $1.91M 0.08% -862 Timeline MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,608 shares; 2025Q1: 11,075 shares; 2025Q2: 14,023 shares; 2025Q3: 16,114 shares; 2025Q4: 17,440 shares; 2026Q1: 19,604 shares 19,604 $1.87M 0.08% +2,164 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,792 shares; 2025Q1: 18,601 shares; 2025Q2: 19,035 shares; 2025Q3: 19,226 shares; 2025Q4: 19,590 shares; 2026Q1: 19,243 shares 19,243 $1.86M 0.08% -347 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,715 shares; 2025Q1: 14,523 shares; 2025Q2: 13,800 shares; 2025Q3: 13,835 shares; 2025Q4: 13,871 shares; 2026Q1: 12,750 shares 12,750 $1.86M 0.08% -1,121 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,307 shares; 2025Q1: 15,307 shares; 2025Q2: 15,307 shares; 2025Q3: 15,307 shares; 2025Q4: 14,607 shares; 2026Q1: 13,807 shares 13,807 $1.84M 0.08% -800 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,065 shares; 2025Q1: 50,884 shares; 2025Q2: 50,884 shares; 2025Q3: 50,884 shares; 2025Q4: 50,884 shares; 2026Q1: 60,364 shares 60,364 $1.82M 0.07% +9,480 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,401 shares; 2025Q1: 5,401 shares; 2025Q2: 4,714 shares; 2025Q3: 4,662 shares; 2025Q4: 4,663 shares; 2026Q1: 5,287 shares 5,287 $1.79M 0.07% +624 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,354 shares; 2025Q1: 12,389 shares; 2025Q2: 12,513 shares; 2025Q3: 12,669 shares; 2025Q4: 12,642 shares; 2026Q1: 12,760 shares 12,760 $1.78M 0.07% +118 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,013 shares; 2025Q1: 31,612 shares; 2025Q2: 31,120 shares; 2025Q3: 31,076 shares; 2025Q4: 28,981 shares; 2026Q1: 26,286 shares 26,286 $1.76M 0.07% -2,695 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,217 shares; 2025Q1: 17,491 shares; 2025Q2: 18,245 shares; 2025Q3: 19,308 shares; 2025Q4: 17,846 shares; 2026Q1: 18,433 shares 18,433 $1.75M 0.07% +587 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,421 shares; 2025Q1: 11,340 shares; 2025Q2: 11,062 shares; 2025Q3: 10,756 shares; 2025Q4: 10,929 shares; 2026Q1: 10,934 shares 10,934 $1.75M 0.07% +5 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,411 shares; 2025Q1: 63,389 shares; 2025Q2: 59,955 shares; 2025Q3: 57,477 shares; 2025Q4: 56,005 shares; 2026Q1: 50,590 shares 50,590 $1.68M 0.07% -5,415 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,836 shares; 2025Q1: 1,728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,730 shares; 2025Q4: 1,730 shares; 2026Q1: 1,816 shares 1,816 $1.67M 0.07% +86 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,202 shares; 2025Q1: 2,287 shares; 2025Q2: 2,287 shares; 2025Q3: 2,286 shares; 2025Q4: 2,276 shares; 2026Q1: 2,266 shares 2,266 $1.61M 0.07% -10 Timeline MLR MILLER INDS INC TENN More: the full row for MILLER INDS INC TENN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,768 shares; 2025Q1: 44,459 shares; 2025Q2: 38,940 shares; 2025Q3: 37,103 shares; 2025Q4: 35,399 shares; 2026Q1: 35,131 shares 35,131 $1.6M 0.07% -268 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,461 shares; 2025Q1: 19,024 shares; 2025Q2: 17,751 shares; 2025Q3: 16,347 shares; 2025Q4: 15,122 shares; 2026Q1: 15,832 shares 15,832 $1.56M 0.06% +710 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,231 shares; 2026Q1: 7,292 shares 7,292 $1.52M 0.06% +6,061 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,233 shares; 2025Q1: 19,965 shares; 2025Q2: 18,529 shares; 2025Q3: 17,555 shares; 2025Q4: 16,837 shares; 2026Q1: 17,592 shares 17,592 $1.5M 0.06% +755 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: restricted; 2024Q4: 15,464 shares; 2025Q1: 16,583 shares; 2025Q2: 17,552 shares; 2025Q3: 18,198 shares; 2025Q4: 16,753 shares; 2026Q1: 15,848 shares 15,848 $1.46M 0.06% -905 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: restricted; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.06% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,613 shares; 2025Q1: 15,868 shares; 2025Q2: 15,455 shares; 2025Q3: 15,020 shares; 2025Q4: 15,191 shares; 2026Q1: 14,818 shares 14,818 $1.41M 0.06% -373 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,532 shares; 2025Q2: 6,973 shares; 2025Q3: 7,408 shares; 2025Q4: 8,097 shares; 2026Q1: 9,680 shares 9,680 $1.4M 0.06% +1,583 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,015 shares; 2025Q1: 7,015 shares; 2025Q2: 7,015 shares; 2025Q3: 7,015 shares; 2025Q4: 7,015 shares; 2026Q1: 9,776 shares 9,776 $1.4M 0.06% +2,761 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,404 shares; 2025Q1: 5,357 shares; 2025Q2: 5,346 shares; 2025Q3: 6,212 shares; 2025Q4: 6,954 shares; 2026Q1: 7,477 shares 7,477 $1.38M 0.06% +523 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,752 shares; 2025Q1: 17,615 shares; 2025Q2: 17,901 shares; 2025Q3: 18,198 shares; 2025Q4: 19,006 shares; 2026Q1: 20,088 shares 20,088 $1.35M 0.06% +1,082 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,897 shares; 2025Q1: 30,895 shares; 2025Q2: 30,269 shares; 2025Q3: 30,229 shares; 2025Q4: 29,904 shares; 2026Q1: 29,123 shares 29,123 $1.35M 0.06% -781 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,472 shares; 2025Q1: 96,557 shares; 2025Q2: 27,349 shares; 2025Q3: 23,208 shares; 2025Q4: 20,544 shares; 2026Q1: 18,745 shares 18,745 $1.31M 0.05% -1,799 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,528 shares; 2025Q1: 40,084 shares; 2025Q2: 39,711 shares; 2025Q3: 39,657 shares; 2025Q4: 39,766 shares; 2026Q1: 40,810 shares 40,810 $1.26M 0.05% +1,044 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: restricted; 2024Q4: 42,334 shares; 2025Q1: 43,234 shares; 2025Q2: 43,037 shares; 2025Q3: 43,619 shares; 2025Q4: 43,396 shares; 2026Q1: 43,343 shares 43,343 $1.26M 0.05% -53 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,397 shares; 2025Q1: 2,783 shares; 2025Q2: 3,052 shares; 2025Q3: 3,260 shares; 2025Q4: 3,330 shares; 2026Q1: 3,923 shares 3,923 $1.26M 0.05% +593 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,957 shares; 2025Q1: 6,036 shares; 2025Q2: 5,824 shares; 2025Q3: 5,759 shares; 2025Q4: 5,851 shares; 2026Q1: 5,591 shares 5,591 $1.22M 0.05% -260 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,056 shares; 2025Q4: 5,765 shares; 2026Q1: 7,798 shares 7,798 $1.21M 0.05% +2,033 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,356 shares; 2025Q1: 9,585 shares; 2025Q2: 8,411 shares; 2025Q3: 8,376 shares; 2025Q4: 8,325 shares; 2026Q1: 7,882 shares 7,882 $1.21M 0.05% -443 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,544 shares; 2025Q1: 5,472 shares; 2025Q2: 5,469 shares; 2025Q3: 5,552 shares; 2025Q4: 5,506 shares; 2026Q1: 5,485 shares 5,485 $1.19M 0.05% -21 Timeline CNK CINEMARK HLDGS INC More: the full row for CINEMARK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,847 shares; 2025Q1: 28,365 shares; 2025Q2: 26,863 shares; 2025Q3: 24,881 shares; 2025Q4: 23,185 shares; 2026Q1: 41,764 shares 41,764 $1.19M 0.05% +18,579 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,357 shares; 2025Q1: 3,117 shares; 2025Q2: 3,120 shares; 2025Q3: 3,110 shares; 2025Q4: 3,110 shares; 2026Q1: 3,848 shares 3,848 $1.19M 0.05% +738 Timeline TNET TRINET GROUP INC More: the full row for TRINET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,413 shares; 2025Q1: 41,284 shares; 2025Q2: 42,932 shares; 2025Q3: 40,424 shares; 2025Q4: 35,013 shares; 2026Q1: 32,671 shares 32,671 $1.19M 0.05% -2,342 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,894 shares; 2025Q1: 61,788 shares; 2025Q2: 62,881 shares; 2025Q3: 47,459 shares; 2025Q4: 43,290 shares; 2026Q1: 40,291 shares 40,291 $1.18M 0.05% -2,999 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 310 shares; 2025Q4: 4,323 shares; 2026Q1: 7,437 shares 7,437 $1.18M 0.05% +3,114 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: restricted; 2024Q4: 17,200 shares; 2025Q1: 17,034 shares; 2025Q2: 16,651 shares; 2025Q3: 19,772 shares; 2025Q4: 28,418 shares; 2026Q1: 25,970 shares 25,970 $1.17M 0.05% -2,448 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares; 2025Q4: 14,883 shares; 2026Q1: 12,789 shares 12,789 $1.12M 0.05% -2,094 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,786 shares; 2025Q1: 90,712 shares; 2025Q2: 82,893 shares; 2025Q3: 86,871 shares; 2025Q4: 89,802 shares; 2026Q1: 24,610 shares 24,610 $1.11M 0.05% -65,192 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: restricted; 2024Q4: 10,313 shares; 2025Q1: 9,020 shares; 2025Q2: 8,478 shares; 2025Q3: 8,398 shares; 2025Q4: 8,465 shares; 2026Q1: 9,074 shares 9,074 $1.09M 0.04% +609 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: restricted; 2024Q4: 3,166 shares; 2025Q1: 3,167 shares; 2025Q2: 3,167 shares; 2025Q3: 3,167 shares; 2025Q4: 3,168 shares; 2026Q1: 2,909 shares 2,909 $1.08M 0.04% -259 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: restricted; 2024Q4: 26,195 shares; 2025Q1: 26,128 shares; 2025Q2: 25,577 shares; 2025Q3: 24,209 shares; 2025Q4: 24,618 shares; 2026Q1: 22,615 shares 22,615 $1.06M 0.04% -2,003 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,996 shares; 2025Q1: 74,764 shares; 2025Q2: 68,312 shares; 2025Q3: 13,797 shares; 2025Q4: 10,563 shares; 2026Q1: 8,534 shares 8,534 $1.03M 0.04% -2,029 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,536 shares; 2025Q1: 4,536 shares; 2025Q2: 4,536 shares; 2025Q3: 4,536 shares; 2025Q4: 4,561 shares; 2026Q1: 4,570 shares 4,570 $1.03M 0.04% +9 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,534 shares; 2025Q1: 1,526 shares; 2025Q2: 1,497 shares; 2025Q3: 1,390 shares; 2025Q4: 1,521 shares; 2026Q1: 1,540 shares 1,540 $1M 0.04% +19 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,009 shares; 2025Q1: 6,082 shares; 2025Q2: 4,760 shares; 2025Q3: 3,562 shares; 2025Q4: 3,090 shares; 2026Q1: 2,730 shares 2,730 $993K 0.04% -360 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,852 shares; 2025Q1: 6,909 shares; 2025Q2: 6,909 shares; 2025Q3: 6,615 shares; 2025Q4: 6,615 shares; 2026Q1: 6,517 shares 6,517 $928K 0.04% -98 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,812 shares; 2025Q1: 4,875 shares; 2025Q2: 6,696 shares; 2025Q3: 7,437 shares; 2025Q4: 8,719 shares; 2026Q1: 9,864 shares 9,864 $922K 0.04% +1,145 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,511 shares; 2025Q1: 2,566 shares; 2025Q2: 2,666 shares; 2025Q3: 2,946 shares; 2025Q4: 2,869 shares; 2026Q1: 2,868 shares 2,868 $891K 0.04% -1 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,576 shares; 2025Q1: 1,998 shares; 2025Q2: 4,456 shares; 2025Q3: 4,777 shares; 2025Q4: 8,155 shares; 2026Q1: 8,629 shares 8,629 $869K 0.04% +474 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,262 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares; 2025Q4: 1,263 shares; 2026Q1: 1,263 shares 1,263 $861K 0.04% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,250 shares; 2025Q1: 11,379 shares; 2025Q2: 11,387 shares; 2025Q3: 11,395 shares; 2025Q4: 11,413 shares; 2026Q1: 11,190 shares 11,190 $851K 0.04% -223 Timeline FORTY FORMULA SYSTEMS 1985 LTD More: the full row for FORMULA SYSTEMS 1985 LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,961 shares; 2025Q1: 6,961 shares; 2025Q2: 6,961 shares; 2025Q3: 7,716 shares; 2025Q4: 7,716 shares; 2026Q1: 7,716 shares 7,716 $851K 0.04% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,350 shares; 2025Q1: 23,521 shares; 2025Q2: 16,260 shares; 2025Q3: 10,965 shares; 2025Q4: 9,732 shares; 2026Q1: 9,106 shares 9,106 $821K 0.03% -626 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,053 shares; 2025Q4: 6,907 shares; 2026Q1: 7,780 shares 7,780 $812K 0.03% +873 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,760 shares; 2025Q1: 6,760 shares; 2025Q2: 5,990 shares; 2025Q3: 5,976 shares; 2025Q4: 5,976 shares; 2026Q1: 5,591 shares 5,591 $757K 0.03% -385 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: restricted; 2024Q4: 65 shares; 2025Q1: 1,166 shares; 2025Q2: 2,943 shares; 2025Q3: 4,887 shares; 2025Q4: 3,794 shares; 2026Q1: 6,239 shares 6,239 $738K 0.03% +2,445 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,297 shares; 2026Q1: 1,297 shares 1,297 $729K 0.03% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,472 shares; 2025Q1: 2,488 shares; 2025Q2: 2,421 shares; 2025Q3: 2,432 shares; 2025Q4: 2,295 shares; 2026Q1: 2,301 shares 2,301 $722K 0.03% +6 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,327 shares; 2025Q1: 17,376 shares; 2025Q2: 17,406 shares; 2025Q3: 17,446 shares; 2025Q4: 16,987 shares; 2026Q1: 17,036 shares 17,036 $718K 0.03% +49 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 348 shares; 2025Q1: 329 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 3,902 shares; 2026Q1: 7,406 shares 7,406 $712K 0.03% +3,504 Timeline PERI PERION NETWORK LTD More: the full row for PERION NETWORK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,342 shares; 2025Q1: 68,107 shares; 2025Q2: 68,107 shares; 2025Q3: 68,107 shares; 2025Q4: 68,107 shares; 2026Q1: 68,107 shares 68,107 $680K 0.03% 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: restricted; 2024Q4: 5,713 shares; 2025Q1: 5,713 shares; 2025Q2: 5,643 shares; 2025Q3: 5,643 shares; 2025Q4: 5,365 shares; 2026Q1: 7,354 shares 7,354 $669K 0.03% +1,989 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,025 shares; 2026Q1: 1,300 shares 1,300 $644K 0.03% +275 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,890 shares; 2025Q4: 16,801 shares; 2026Q1: 39,995 shares 39,995 $633K 0.03% +23,194 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: restricted; 2024Q4: 9,084 shares; 2025Q1: 8,979 shares; 2025Q2: 8,775 shares; 2025Q3: 8,775 shares; 2025Q4: 8,650 shares; 2026Q1: 8,363 shares 8,363 $622K 0.03% -287 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,294 shares; 2025Q1: 24,830 shares; 2025Q2: 24,855 shares; 2025Q3: 24,820 shares; 2025Q4: 24,515 shares; 2026Q1: 23,500 shares 23,500 $603K 0.02% -1,015 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,045 shares; 2025Q1: 5,045 shares; 2025Q2: 5,045 shares; 2025Q3: 5,045 shares; 2025Q4: 5,045 shares; 2026Q1: 5,051 shares 5,051 $599K 0.02% +6 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,433 shares; 2025Q1: 5,703 shares; 2025Q2: 3,623 shares; 2025Q3: 3,612 shares; 2025Q4: 3,619 shares; 2026Q1: 3,299 shares 3,299 $592K 0.02% -320 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,073 shares; 2025Q1: 2,059 shares; 2025Q2: 2,059 shares; 2025Q3: 2,056 shares; 2025Q4: 2,056 shares; 2026Q1: 1,990 shares 1,990 $571K 0.02% -66 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,073 shares; 2025Q1: 3,073 shares; 2025Q2: 3,152 shares; 2025Q3: 3,138 shares; 2025Q4: 3,210 shares; 2026Q1: 3,132 shares 3,132 $571K 0.02% -78 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,367 shares; 2025Q1: 15,130 shares; 2025Q2: 15,685 shares; 2025Q3: 15,817 shares; 2025Q4: 16,136 shares; 2026Q1: 19,193 shares 19,193 $556K 0.02% +3,057 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,049 shares; 2025Q1: 5,049 shares; 2025Q2: 5,049 shares; 2025Q3: 5,049 shares; 2025Q4: 5,049 shares; 2026Q1: 5,049 shares 5,049 $554K 0.02% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,235 shares; 2025Q1: 7,751 shares; 2025Q2: 7,165 shares; 2025Q3: 6,415 shares; 2025Q4: 6,009 shares; 2026Q1: 4,814 shares 4,814 $553K 0.02% -1,195 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 660 shares; 2025Q1: 662 shares; 2025Q2: 664 shares; 2025Q3: 666 shares; 2025Q4: 668 shares; 2026Q1: 962 shares 962 $542K 0.02% +294 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,347 shares; 2025Q1: 1,322 shares; 2025Q2: 1,233 shares; 2025Q3: 1,222 shares; 2025Q4: 1,222 shares; 2026Q1: 2,708 shares 2,708 $539K 0.02% +1,486 Timeline QARP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,877 shares; 2025Q1: 11,530 shares; 2025Q2: 11,317 shares; 2025Q3: 10,628 shares; 2025Q4: 9,477 shares; 2026Q1: 8,972 shares 8,972 $529K 0.02% -505 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 999 shares; 2025Q1: 799 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 1,605 shares 1,605 $523K 0.02% +720 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,860 shares; 2025Q1: 5,172 shares; 2025Q2: 5,171 shares; 2025Q3: 5,171 shares; 2025Q4: 5,142 shares; 2026Q1: 5,244 shares 5,244 $506K 0.02% +102 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 567 shares; 2025Q1: 572 shares; 2025Q2: 573 shares; 2025Q3: 572 shares; 2025Q4: 573 shares; 2026Q1: 594 shares 594 $503K 0.02% +21 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,059 shares; 2025Q1: 2,067 shares; 2025Q2: 2,067 shares; 2025Q3: 2,059 shares; 2025Q4: 2,007 shares; 2026Q1: 2,013 shares 2,013 $492K 0.02% +6 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,723 shares; 2025Q1: 1,802 shares; 2025Q2: 1,714 shares; 2025Q3: 1,726 shares; 2025Q4: 1,682 shares; 2026Q1: 1,691 shares 1,691 $486K 0.02% +9 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,708 shares 4,708 $480K 0.02% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 314 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 413 shares 413 $479K 0.02% +98 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,425 shares; 2025Q1: 1,295 shares; 2025Q2: 1,468 shares; 2025Q3: 903 shares; 2025Q4: 903 shares; 2026Q1: 2,225 shares 2,225 $479K 0.02% +1,322 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: restricted; 2024Q4: 2,366 shares; 2025Q1: 2,367 shares; 2025Q2: 3,166 shares; 2025Q3: 3,168 shares; 2025Q4: 3,139 shares; 2026Q1: 3,160 shares 3,160 $468K 0.02% +21 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,726 shares; 2025Q1: 5,659 shares; 2025Q2: 5,614 shares; 2025Q3: 5,616 shares; 2025Q4: 5,767 shares; 2026Q1: 5,214 shares 5,214 $467K 0.02% -553 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,201 shares; 2025Q1: 4,899 shares; 2025Q2: 4,908 shares; 2025Q3: 4,797 shares; 2025Q4: 4,808 shares; 2026Q1: 4,807 shares 4,807 $467K 0.02% -1 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,801 shares; 2025Q1: 17,544 shares; 2025Q2: 15,301 shares; 2025Q3: 13,219 shares; 2025Q4: 12,178 shares; 2026Q1: 10,346 shares 10,346 $455K 0.02% -1,832 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 145 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 342 shares 342 $452K 0.02% +164 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,808 shares; 2025Q1: 1,809 shares; 2025Q2: 1,811 shares; 2025Q3: 1,768 shares; 2025Q4: 1,770 shares; 2026Q1: 1,771 shares 1,771 $439K 0.02% +1 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,447 shares 3,447 $431K 0.02% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 297 shares; 2025Q4: 2,119 shares; 2026Q1: 2,749 shares 2,749 $421K 0.02% +630 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,486 shares 2,486 $420K 0.02% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,426 shares; 2025Q1: 40,981 shares; 2025Q2: 34,950 shares; 2025Q3: 29,720 shares; 2025Q4: 8,008 shares; 2026Q1: 5,405 shares 5,405 $413K 0.02% -2,603 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: restricted; 2024Q4: 2,610 shares; 2025Q1: 2,610 shares; 2025Q2: 2,610 shares; 2025Q3: 2,610 shares; 2025Q4: 2,610 shares; 2026Q1: 2,610 shares 2,610 $410K 0.02% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,692 shares; 2025Q1: 3,662 shares; 2025Q2: 3,590 shares; 2025Q3: 3,578 shares; 2025Q4: 3,576 shares; 2026Q1: 3,553 shares 3,553 $396K 0.02% -23 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,213 shares; 2025Q1: 3,168 shares; 2025Q2: 3,694 shares; 2025Q3: 3,678 shares; 2025Q4: 2,692 shares; 2026Q1: 2,692 shares 2,692 $393K 0.02% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,333 shares; 2025Q1: 6,333 shares; 2025Q2: 7,482 shares; 2025Q3: 7,482 shares; 2025Q4: 7,474 shares; 2026Q1: 6,352 shares 6,352 $385K 0.02% -1,122 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 810 shares; 2025Q1: 812 shares; 2025Q2: 2,320 shares; 2025Q3: 2,322 shares; 2025Q4: 2,215 shares; 2026Q1: 2,104 shares 2,104 $384K 0.02% -111 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,738 shares 5,738 $369K 0.02% new Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,945 shares; 2025Q1: 1,903 shares; 2025Q2: 1,885 shares; 2025Q3: 1,642 shares; 2025Q4: 1,644 shares; 2026Q1: 1,647 shares 1,647 $358K 0.01% +3 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,711 shares; 2025Q1: 5,711 shares; 2025Q2: 5,711 shares; 2025Q3: 5,711 shares; 2025Q4: 5,711 shares; 2026Q1: 5,711 shares 5,711 $358K 0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,648 shares; 2025Q1: 8,444 shares; 2025Q2: 7,486 shares; 2025Q3: 6,482 shares; 2025Q4: 6,192 shares; 2026Q1: 7,003 shares 7,003 $352K 0.01% +811 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 421 shares; 2025Q1: 424 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 442 shares; 2026Q1: 787 shares 787 $350K 0.01% +345 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,835 shares; 2025Q3: 1,835 shares; 2025Q4: 1,700 shares; 2026Q1: 1,703 shares 1,703 $347K 0.01% +3 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,079 shares; 2025Q1: 2,279 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 2,385 shares; 2026Q1: 2,387 shares 2,387 $347K 0.01% +2 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: restricted; 2024Q4: 13,269 shares; 2025Q1: 13,269 shares; 2025Q2: 13,269 shares; 2025Q3: 13,300 shares; 2025Q4: 13,300 shares; 2026Q1: 13,300 shares 13,300 $344K 0.01% 0 Timeline IEUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,157 shares; 2025Q1: 5,157 shares; 2025Q2: 5,157 shares; 2025Q3: 5,157 shares; 2025Q4: 5,157 shares; 2026Q1: 5,157 shares 5,157 $342K 0.01% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 917 shares; 2025Q1: 774 shares; 2025Q2: 809 shares; 2025Q3: 809 shares; 2025Q4: 850 shares; 2026Q1: 918 shares 918 $341K 0.01% +68 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: restricted; 2024Q4: 5,904 shares; 2025Q1: 5,904 shares; 2025Q2: 5,911 shares; 2025Q3: 5,911 shares; 2025Q4: 5,922 shares; 2026Q1: 5,922 shares 5,922 $336K 0.01% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 779 shares 779 $335K 0.01% +179 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,456 shares; 2025Q1: 2,456 shares; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares; 2025Q4: 2,456 shares; 2026Q1: 2,460 shares 2,460 $333K 0.01% +4 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,143 shares; 2025Q1: 3,592 shares; 2025Q2: 2,637 shares; 2025Q3: 2,417 shares; 2025Q4: 2,046 shares; 2026Q1: 1,825 shares 1,825 $333K 0.01% -221 Timeline EPI 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: restricted; 2024Q4: 9,207 shares; 2025Q1: 9,207 shares; 2025Q2: 8,104 shares; 2025Q3: 8,104 shares; 2025Q4: 8,104 shares; 2026Q1: 8,104 shares 8,104 $331K 0.01% 0 Timeline EWO ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,215 shares; 2025Q1: 9,215 shares; 2025Q2: 9,215 shares; 2025Q3: 9,215 shares; 2025Q4: 9,215 shares; 2026Q1: 9,215 shares 9,215 $327K 0.01% 0 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: restricted; 2024Q4: 2,963 shares; 2025Q1: 2,963 shares; 2025Q2: 3,229 shares; 2025Q3: 3,229 shares; 2025Q4: 3,229 shares; 2026Q1: 3,259 shares 3,259 $317K 0.01% +30 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,914 shares; 2025Q1: 4,812 shares; 2025Q2: 4,278 shares; 2025Q3: 4,285 shares; 2025Q4: 4,294 shares; 2026Q1: 3,641 shares 3,641 $315K 0.01% -653 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,260 shares; 2025Q1: 4,180 shares; 2025Q2: 4,106 shares; 2025Q3: 4,124 shares; 2025Q4: 4,141 shares; 2026Q1: 4,177 shares 4,177 $314K 0.01% +36 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,429 shares 6,429 $305K 0.01% new Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,143 shares; 2025Q1: 1,143 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,143 shares; 2026Q1: 1,144 shares 1,144 $304K 0.01% +1 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 401 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 331 shares; 2026Q1: 348 shares 348 $303K 0.01% +17 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,006 shares; 2025Q1: 13,523 shares; 2025Q2: 12,925 shares; 2025Q3: 13,035 shares; 2025Q4: 10,927 shares; 2026Q1: 10,626 shares 10,626 $298K 0.01% -301 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,094 shares; 2025Q1: 5,082 shares; 2025Q2: 5,518 shares; 2025Q3: 5,415 shares; 2025Q4: 5,181 shares; 2026Q1: 5,124 shares 5,124 $295K 0.01% -57 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,565 shares; 2025Q1: 5,565 shares; 2025Q2: 4,899 shares; 2025Q3: 4,899 shares; 2025Q4: 4,899 shares; 2026Q1: 4,899 shares 4,899 $294K 0.01% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,344 shares; 2025Q1: 1,175 shares; 2025Q2: 1,245 shares; 2025Q3: 1,171 shares; 2025Q4: 1,229 shares; 2026Q1: 1,199 shares 1,199 $291K 0.01% -30 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,397 shares; 2025Q1: 3,420 shares; 2025Q2: 2,318 shares; 2025Q3: 2,334 shares; 2025Q4: 2,350 shares; 2026Q1: 2,289 shares 2,289 $290K 0.01% -61 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,275 shares; 2025Q1: 1,148 shares; 2025Q2: 1,148 shares; 2025Q3: 1,147 shares; 2025Q4: 1,149 shares; 2026Q1: 1,016 shares 1,016 $288K 0.01% -133 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,603 shares; 2025Q1: 5,603 shares; 2025Q2: 5,655 shares; 2025Q3: 5,882 shares; 2025Q4: 5,893 shares; 2026Q1: 6,221 shares 6,221 $284K 0.01% +328 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,670 shares; 2025Q1: 1,738 shares; 2025Q2: 1,431 shares; 2025Q3: 1,112 shares; 2025Q4: 1,041 shares; 2026Q1: 1,083 shares 1,083 $284K 0.01% +42 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,185 shares; 2025Q1: 7,186 shares; 2025Q2: 7,186 shares; 2025Q3: 6,063 shares; 2025Q4: 6,063 shares; 2026Q1: 6,063 shares 6,063 $283K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 694 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 689 shares; 2026Q1: 755 shares 755 $270K 0.01% +66 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,537 shares; 2025Q1: 1,347 shares; 2025Q2: 1,411 shares; 2025Q3: 1,441 shares; 2025Q4: 1,690 shares; 2026Q1: 1,603 shares 1,603 $265K 0.01% -87 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,866 shares; 2025Q1: 1,866 shares; 2025Q2: 1,516 shares; 2025Q3: 1,516 shares; 2025Q4: 1,557 shares; 2026Q1: 1,598 shares 1,598 $263K 0.01% +41 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,886 shares; 2025Q1: 1,797 shares; 2025Q2: 1,797 shares; 2025Q3: 1,797 shares; 2025Q4: 1,797 shares; 2026Q1: 1,797 shares 1,797 $262K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,016 shares; 2026Q1: 2,816 shares 2,816 $256K 0.01% +800 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 452 shares; 2025Q3: 452 shares; 2025Q4: 452 shares; 2026Q1: 455 shares 455 $250K 0.01% +3 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: restricted; 2024Q4: 210 shares; 2025Q1: 290 shares; 2025Q2: 266 shares; 2025Q3: 260 shares; 2025Q4: 1,822 shares; 2026Q1: 2,006 shares 2,006 $238K 0.01% +184 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,370 shares; 2025Q1: 4,370 shares; 2025Q2: 4,370 shares; 2025Q3: 4,370 shares; 2025Q4: 4,370 shares; 2026Q1: 4,370 shares 4,370 $237K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,914 shares; 2025Q1: 2,877 shares; 2025Q2: 2,891 shares; 2025Q3: 2,904 shares; 2025Q4: 2,916 shares; 2026Q1: 2,957 shares 2,957 $235K 0.01% +41 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 491 shares 491 $232K 0.01% +1 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 732 shares; 2025Q1: 732 shares; 2025Q2: 732 shares; 2025Q3: 732 shares; 2025Q4: 732 shares; 2026Q1: 734 shares 734 $231K 0.01% +2 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,372 shares; 2025Q1: 2,670 shares; 2025Q2: 2,670 shares; 2025Q3: 2,671 shares; 2025Q4: 2,671 shares; 2026Q1: 2,672 shares 2,672 $227K 0.01% +1 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,147 shares; 2025Q1: 1,147 shares; 2025Q2: 919 shares; 2025Q3: 788 shares; 2025Q4: 788 shares; 2026Q1: 946 shares 946 $224K 0.01% +158 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares 2,850 $223K 0.01% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 791 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 792 shares 792 $217K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,767 shares; 2025Q1: 1,723 shares; 2025Q2: 1,784 shares; 2025Q3: 1,793 shares; 2025Q4: 1,809 shares; 2026Q1: 1,888 shares 1,888 $217K 0.01% +79 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,362 shares 5,362 $217K 0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,900 shares; 2025Q1: 70,255 shares; 2025Q2: 58,545 shares; 2025Q3: 10,066 shares; 2025Q4: 9,191 shares; 2026Q1: 5,808 shares 5,808 $216K 0.01% -3,383 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 865 shares 865 $216K 0.01% +864 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,820 shares; 2025Q1: 7,568 shares; 2025Q2: 7,598 shares; 2025Q3: 7,621 shares; 2025Q4: 7,668 shares; 2026Q1: 6,224 shares 6,224 $214K 0.01% -1,444 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,568 shares; 2025Q1: 3,471 shares; 2025Q2: 3,474 shares; 2025Q3: 2,900 shares; 2025Q4: 2,840 shares; 2026Q1: 2,055 shares 2,055 $213K 0.01% -785 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,871 shares; 2025Q1: 2,785 shares; 2025Q2: 3,126 shares; 2025Q3: 3,089 shares; 2025Q4: 2,398 shares; 2026Q1: 2,189 shares 2,189 $211K 0.01% -209 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: restricted; 2024Q4: 1,501 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: 1,249 shares; 2025Q4: 1,308 shares; 2026Q1: 1,343 shares 1,343 $205K 0.01% +35 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,179 shares; 2025Q1: 1,188 shares; 2025Q2: 1,190 shares; 2025Q3: 1,192 shares; 2025Q4: 1,187 shares; 2026Q1: 1,193 shares 1,193 $202K 0.01% +6 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 5,851 shares 5,851 $202K 0.01% +3,451 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,223 shares; 2025Q1: 1,223 shares; 2025Q2: 1,224 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 1,226 shares 1,226 $201K 0.01% +1 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,359 shares; 2025Q1: 1,359 shares; 2025Q2: 1,359 shares; 2025Q3: 1,359 shares; 2025Q4: 1,359 shares; 2026Q1: 1,362 shares 1,362 $199K 0.01% +3 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 879 shares; 2025Q1: 884 shares; 2025Q2: 875 shares; 2025Q3: 993 shares; 2025Q4: 940 shares; 2026Q1: 924 shares 924 $194K 0.01% -16 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: restricted; 2024Q4: 2,963 shares; 2025Q1: 3,188 shares; 2025Q2: 3,009 shares; 2025Q3: 2,733 shares; 2025Q4: 2,733 shares; 2026Q1: 2,733 shares 2,733 $192K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,053 shares; 2025Q1: 1,452 shares; 2025Q2: 1,457 shares; 2025Q3: 1,462 shares; 2025Q4: 1,467 shares; 2026Q1: 1,233 shares 1,233 $192K 0.01% -234 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 274 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 464 shares; 2026Q1: 464 shares 464 $189K 0.01% 0 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: restricted; 2024Q4: 2,821 shares; 2025Q1: 2,821 shares; 2025Q2: 2,821 shares; 2025Q3: 2,821 shares; 2025Q4: 2,821 shares; 2026Q1: 2,334 shares 2,334 $187K 0.01% -487 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,360 shares; 2025Q1: 4,360 shares; 2025Q2: 4,360 shares; 2025Q3: 4,360 shares; 2025Q4: 4,360 shares; 2026Q1: 4,360 shares 4,360 $182K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 740 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 721 shares; 2026Q1: 727 shares 727 $180K 0.01% +6 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: restricted; 2024Q4: 4,738 shares; 2025Q1: 4,771 shares; 2025Q2: 4,771 shares; 2025Q3: 4,771 shares; 2025Q4: 6,846 shares; 2026Q1: 4,861 shares 4,861 $179K 0.01% -1,985 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,112 shares; 2025Q1: 1,000 shares; 2025Q2: 1,776 shares; 2025Q3: 1,768 shares; 2025Q4: 1,811 shares; 2026Q1: 1,358 shares 1,358 $178K 0.01% -453 Timeline AIVI 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: restricted; 2024Q4: 3,191 shares; 2025Q1: 3,195 shares; 2025Q2: 3,227 shares; 2025Q3: 3,237 shares; 2025Q4: 3,262 shares; 2026Q1: 3,261 shares 3,261 $176K 0.01% -1 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,636 shares 1,636 $175K 0.01% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares; 2026Q1: 12,600 shares 12,600 $170K 0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 785 shares; 2025Q1: 739 shares; 2025Q2: 2,501 shares; 2025Q3: 2,501 shares; 2025Q4: 2,501 shares; 2026Q1: 2,501 shares 2,501 $168K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 1,383 shares; 2025Q3: 1,383 shares; 2025Q4: 1,383 shares; 2026Q1: 821 shares 821 $167K 0.01% -562 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 5,979 shares; 2025Q4: 5,979 shares; 2026Q1: 5,979 shares 5,979 $167K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 316 shares; 2026Q1: 359 shares 359 $165K 0.01% +43 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 903 shares; 2025Q1: 817 shares; 2025Q2: 1,063 shares; 2025Q3: 1,036 shares; 2025Q4: 1,036 shares; 2026Q1: 790 shares 790 $165K 0.01% -246 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,539 shares; 2025Q1: 2,550 shares; 2025Q2: 2,560 shares; 2025Q3: 2,570 shares; 2025Q4: 2,859 shares; 2026Q1: 2,438 shares 2,438 $161K 0.01% -421 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $160K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,171 shares; 2025Q1: 1,427 shares; 2025Q2: 1,427 shares; 2025Q3: 1,937 shares; 2025Q4: 1,937 shares; 2026Q1: 1,937 shares 1,937 $160K 0.01% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,123 shares; 2025Q1: 815 shares; 2025Q2: 4,515 shares; 2025Q3: 2,005 shares; 2025Q4: 2,108 shares; 2026Q1: 1,707 shares 1,707 $159K 0.01% -401 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $158K 0.01% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,328 shares; 2025Q1: 1,076 shares; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 1,233 shares; 2026Q1: 1,284 shares 1,284 $158K 0.01% +51 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 776 shares 776 $153K 0.01% +1 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,597 shares; 2025Q1: 2,609 shares; 2025Q2: 2,500 shares; 2025Q3: 2,167 shares; 2025Q4: 2,083 shares; 2026Q1: 1,969 shares 1,969 $152K 0.01% -114 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 574 shares; 2025Q1: 520 shares; 2025Q2: 1,028 shares; 2025Q3: 1,028 shares; 2025Q4: 913 shares; 2026Q1: 1,136 shares 1,136 $149K 0.01% +223 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 1,592 shares; 2025Q2: 2,013 shares; 2025Q3: 2,453 shares; 2025Q4: 2,651 shares; 2026Q1: 2,877 shares 2,877 $142K 0.01% +226 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 351 shares; 2025Q3: 839 shares; 2025Q4: 974 shares; 2026Q1: 1,008 shares 1,008 $139K 0.01% +34 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,382 shares; 2025Q3: 6,382 shares; 2025Q4: 6,382 shares; 2026Q1: 6,424 shares 6,424 $139K 0.01% +42 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,049 shares; 2025Q1: 1,900 shares; 2025Q2: 2,438 shares; 2025Q3: 2,438 shares; 2025Q4: 2,851 shares; 2026Q1: 2,851 shares 2,851 $136K 0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 634 shares; 2025Q1: 634 shares; 2025Q2: 634 shares; 2025Q3: 634 shares; 2025Q4: 634 shares; 2026Q1: 634 shares 634 $134K 0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,145 shares; 2025Q1: 2,002 shares; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares; 2025Q4: 2,002 shares; 2026Q1: 2,002 shares 2,002 $132K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,772 shares; 2025Q1: 5,342 shares; 2025Q2: 5,652 shares; 2025Q3: 2,528 shares; 2025Q4: 2,574 shares; 2026Q1: 2,996 shares 2,996 $132K 0.01% +422 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,925 shares; 2025Q1: 3,925 shares; 2025Q2: 3,925 shares; 2025Q3: 3,925 shares; 2025Q4: 3,925 shares; 2026Q1: 3,927 shares 3,927 $130K 0.01% +2 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,256 shares; 2025Q1: 925 shares; 2025Q2: 1,026 shares; 2025Q3: 1,016 shares; 2025Q4: 972 shares; 2026Q1: 972 shares 972 $128K 0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,149 shares; 2025Q1: 2,149 shares; 2025Q2: 2,149 shares; 2025Q3: 2,149 shares; 2025Q4: 2,149 shares; 2026Q1: 2,152 shares 2,152 $127K 0.01% +3 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 444 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares 305 $127K 0.01% 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: restricted; 2024Q4: 2,461 shares; 2025Q1: 2,390 shares; 2025Q2: 2,451 shares; 2025Q3: 2,367 shares; 2025Q4: 2,366 shares; 2026Q1: 2,371 shares 2,371 $125K 0.01% +5 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,107 shares; 2025Q1: 1,187 shares; 2025Q2: 1,274 shares; 2025Q3: 1,373 shares; 2025Q4: 1,459 shares; 2026Q1: 990 shares 990 $125K 0.01% -469 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 698 shares; 2025Q2: 698 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares; 2026Q1: 1,048 shares 1,048 $124K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,924 shares; 2025Q1: 1,924 shares; 2025Q2: 1,993 shares; 2025Q3: 1,993 shares; 2025Q4: 1,080 shares; 2026Q1: 1,081 shares 1,081 $122K 0.01% +1 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 314 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 228 shares; 2025Q4: 668 shares; 2026Q1: 761 shares 761 $122K 0.01% +93 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 963 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 863 shares; 2026Q1: 458 shares 458 $119K <0.01% -405 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 802 shares; 2025Q1: 731 shares; 2025Q2: 731 shares; 2025Q3: 731 shares; 2025Q4: 797 shares; 2026Q1: 907 shares 907 $119K <0.01% +110 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 472 shares; 2025Q1: 479 shares; 2025Q2: 482 shares; 2025Q3: 485 shares; 2025Q4: 602 shares; 2026Q1: 657 shares 657 $118K <0.01% +55 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,420 shares; 2025Q1: 3,420 shares; 2025Q2: 3,420 shares; 2025Q3: 2,647 shares; 2025Q4: 2,647 shares; 2026Q1: 2,647 shares 2,647 $118K <0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 2,867 shares; 2025Q3: 1,653 shares; 2025Q4: 1,653 shares; 2026Q1: 1,653 shares 1,653 $115K <0.01% 0 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,072 shares; 2025Q1: 1,072 shares; 2025Q2: 1,072 shares; 2025Q3: 1,072 shares; 2025Q4: 1,072 shares; 2026Q1: 1,072 shares 1,072 $113K <0.01% 0 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 875 shares 875 $112K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,341 shares 1,341 $111K <0.01% new Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares 2,750 $109K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 32 shares 32 $108K <0.01% +26 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 671 shares; 2026Q1: 674 shares 674 $106K <0.01% +3 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 691 shares; 2025Q1: 694 shares; 2025Q2: 696 shares; 2025Q3: 698 shares; 2025Q4: 858 shares; 2026Q1: 816 shares 816 $105K <0.01% -42 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 773 shares; 2025Q1: 773 shares; 2025Q2: 773 shares; 2025Q3: 773 shares; 2025Q4: 773 shares; 2026Q1: 689 shares 689 $105K <0.01% -84 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,376 shares; 2026Q1: 1,378 shares 1,378 $104K <0.01% +2 Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,703 shares; 2025Q1: 4,724 shares; 2025Q2: 4,748 shares; 2025Q3: 4,772 shares; 2025Q4: 4,797 shares; 2026Q1: 4,820 shares 4,820 $103K <0.01% +23 Timeline COYA COYA THERAPEUTICS INC More: the full row for COYA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,171 shares; 2025Q1: 26,171 shares; 2025Q2: 26,171 shares; 2025Q3: 26,171 shares; 2025Q4: 26,171 shares; 2026Q1: 26,171 shares 26,171 $103K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102 shares; 2026Q1: 439 shares 439 $101K <0.01% +337 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: restricted; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares; 2026Q1: 144 shares 144 $101K <0.01% -40 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 384 shares; 2025Q3: 999 shares; 2025Q4: 1,099 shares; 2026Q1: 1,099 shares 1,099 $99K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 326 shares; 2025Q1: 326 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 357 shares 357 $96.6K <0.01% +30 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 301 shares 301 $96.4K <0.01% +213 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 1,730 shares; 2025Q3: 1,288 shares; 2025Q4: 1,114 shares; 2026Q1: 854 shares 854 $96K <0.01% -260 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,036 shares; 2025Q1: 1,036 shares; 2025Q2: 1,036 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares; 2026Q1: 1,046 shares 1,046 $95.3K <0.01% 0 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,734 shares; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 1,734 shares; 2025Q4: 1,735 shares; 2026Q1: 1,735 shares 1,735 $95.1K <0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,130 shares; 2025Q1: 1,135 shares; 2025Q2: 1,141 shares; 2025Q3: 1,145 shares; 2025Q4: 1,151 shares; 2026Q1: 1,566 shares 1,566 $94.5K <0.01% +415 Timeline VIGI 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: restricted; 2024Q4: 1,206 shares; 2025Q1: 1,213 shares; 2025Q2: 1,167 shares; 2025Q3: 1,172 shares; 2025Q4: 1,177 shares; 2026Q1: 1,054 shares 1,054 $93.2K <0.01% -123 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 377 shares 377 $93.1K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,114 shares; 2025Q1: 1,120 shares; 2025Q2: 1,127 shares; 2025Q3: 1,133 shares; 2025Q4: 1,140 shares; 2026Q1: 1,148 shares 1,148 $92.9K <0.01% +8 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,797 shares 2,797 $92.7K <0.01% new Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $91.6K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 679 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 679 shares; 2026Q1: 679 shares 679 $91.4K <0.01% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,700 shares 2,700 $90.6K <0.01% new Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,926 shares; 2025Q1: 4,926 shares; 2025Q2: 4,926 shares; 2025Q3: 4,926 shares; 2025Q4: 2,856 shares; 2026Q1: 2,158 shares 2,158 $90.5K <0.01% -698 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: restricted; 2024Q4: 20 shares; 2025Q1: 826 shares; 2025Q2: 829 shares; 2025Q3: 838 shares; 2025Q4: 844 shares; 2026Q1: 848 shares 848 $89.9K <0.01% +4 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,028 shares; 2025Q2: 1,028 shares; 2025Q3: 1,028 shares; 2025Q4: 1,028 shares; 2026Q1: 1,028 shares 1,028 $88.8K <0.01% 0 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 908 shares; 2025Q4: 908 shares; 2026Q1: 908 shares 908 $88.6K <0.01% 0 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 2,767 shares; 2025Q4: 2,767 shares; 2026Q1: 2,767 shares 2,767 $87.4K <0.01% 0 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,013 shares; 2025Q1: 2,013 shares; 2025Q2: 2,013 shares; 2025Q3: 2,013 shares; 2025Q4: 2,013 shares; 2026Q1: 1,895 shares 1,895 $85.9K <0.01% -118 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 433 shares; 2025Q1: 437 shares; 2025Q2: 442 shares; 2025Q3: 446 shares; 2025Q4: 450 shares; 2026Q1: 457 shares 457 $85.2K <0.01% +7 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224 $85.1K <0.01% 0 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $84.7K <0.01% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 868 shares; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 868 shares; 2026Q1: 933 shares 933 $84K <0.01% +65 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,508 shares; 2025Q1: 2,508 shares; 2025Q2: 2,508 shares; 2025Q3: 2,508 shares; 2025Q4: 2,508 shares; 2026Q1: 2,508 shares 2,508 $83.9K <0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 966 shares; 2025Q4: 966 shares; 2026Q1: 966 shares 966 $83.7K <0.01% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501 $83K <0.01% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $82K <0.01% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,441 shares; 2025Q1: 2,449 shares; 2025Q2: 2,085 shares; 2025Q3: 2,090 shares; 2025Q4: 2,094 shares; 2026Q1: 1,348 shares 1,348 $81.3K <0.01% -746 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $79.7K <0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 653 shares; 2025Q1: 596 shares; 2025Q2: 596 shares; 2025Q3: 596 shares; 2025Q4: 596 shares; 2026Q1: 1,409 shares 1,409 $79.4K <0.01% +813 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,392 shares; 2025Q1: 6,601 shares; 2025Q2: 6,691 shares; 2025Q3: 6,762 shares; 2025Q4: 6,834 shares; 2026Q1: 6,874 shares 6,874 $79.3K <0.01% +40 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,069 shares 1,069 $78.6K <0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 251 shares; 2025Q1: 230 shares; 2025Q2: 1,232 shares; 2025Q3: 1,232 shares; 2025Q4: 1,237 shares; 2026Q1: 1,259 shares 1,259 $77.8K <0.01% +22 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,531 shares 4,531 $77.5K <0.01% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 121 shares 121 $76.9K <0.01% +13 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $76.8K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,114 shares 5,114 $76.2K <0.01% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,844 shares; 2025Q1: 1,639 shares; 2025Q2: 1,647 shares; 2025Q3: 1,585 shares; 2025Q4: 1,549 shares; 2026Q1: 1,549 shares 1,549 $75.8K <0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 125 shares; 2026Q1: 168 shares 168 $75.2K <0.01% +43 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,132 shares; 2026Q1: 970 shares 970 $73.9K <0.01% -162 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,217 shares; 2025Q3: 1,217 shares; 2025Q4: 1,000 shares; 2026Q1: 1,008 shares 1,008 $73.8K <0.01% +8 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 926 shares 926 $72.7K <0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 170 shares; 2026Q1: 167 shares 167 $72.6K <0.01% -3 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: restricted; 2024Q4: not reported; 2025Q1: 3,465 shares; 2025Q2: 3,465 shares; 2025Q3: 2,891 shares; 2025Q4: 2,891 shares; 2026Q1: 2,891 shares 2,891 $72.6K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 235 shares 235 $71.5K <0.01% +127 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: restricted; 2024Q4: 210 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 768 shares; 2026Q1: 673 shares 673 $70.3K <0.01% -95 Timeline