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: 47,578 shares; 2024Q4: 55,957 shares; 2025Q1: 39,049 shares; 2025Q2: 63,867 shares; 2025Q3: 60,248 shares; 2025Q4: 59,625 shares; 2026Q1: 55,265 shares 55,265 $36.1M 3.98% -4,360 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,043 shares; 2024Q4: 145,398 shares; 2025Q1: 138,201 shares; 2025Q2: 148,020 shares; 2025Q3: 146,552 shares; 2025Q4: 146,993 shares; 2026Q1: 141,056 shares 141,056 $35.8M 3.94% -5,937 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,047 shares; 2024Q4: 315,200 shares; 2025Q1: 329,796 shares; 2025Q2: 350,398 shares; 2025Q3: 362,897 shares; 2025Q4: 378,649 shares; 2026Q1: 382,874 shares 382,874 $27.7M 3.05% +4,225 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: 128,513 shares; 2024Q4: 122,669 shares; 2025Q1: 127,973 shares; 2025Q2: 124,566 shares; 2025Q3: 115,231 shares; 2025Q4: 104,940 shares; 2026Q1: 94,191 shares 94,191 $27.1M 2.98% -10,749 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: 65,497 shares; 2024Q4: 65,057 shares; 2025Q1: 67,232 shares; 2025Q2: 63,664 shares; 2025Q3: 63,073 shares; 2025Q4: 64,480 shares; 2026Q1: 71,237 shares 71,237 $26.4M 2.91% +6,757 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: 90,934 shares; 2024Q4: 87,479 shares; 2025Q1: 84,872 shares; 2025Q2: 82,186 shares; 2025Q3: 85,273 shares; 2025Q4: 82,035 shares; 2026Q1: 78,875 shares 78,875 $16.4M 1.81% -3,160 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 139,782 shares; 2025Q1: 173,945 shares; 2025Q2: 261,736 shares; 2025Q3: 313,913 shares; 2025Q4: 390,231 shares; 2026Q1: 460,529 shares 460,529 $15.6M 1.72% +70,298 Timeline EMXC 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: 128,542 shares; 2024Q4: 159,341 shares; 2025Q1: 166,826 shares; 2025Q2: 175,347 shares; 2025Q3: 182,465 shares; 2025Q4: 192,531 shares; 2026Q1: 191,795 shares 191,795 $15.1M 1.66% -736 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: 34,356 shares; 2024Q4: 36,919 shares; 2025Q1: 32,973 shares; 2025Q2: 33,358 shares; 2025Q3: 34,546 shares; 2025Q4: 33,990 shares; 2026Q1: 31,247 shares 31,247 $15M 1.65% -2,743 Timeline GVI 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: 133,926 shares; 2024Q4: 133,255 shares; 2025Q1: 133,358 shares; 2025Q2: 135,305 shares; 2025Q3: 137,157 shares; 2025Q4: 136,885 shares; 2026Q1: 138,660 shares 138,660 $14.8M 1.63% +1,775 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,141 shares; 2024Q4: 124,754 shares; 2025Q1: 127,298 shares; 2025Q2: 129,661 shares; 2025Q3: 132,727 shares; 2025Q4: 135,525 shares; 2026Q1: 141,303 shares 141,303 $14M 1.55% +5,778 Timeline IPAC 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: 110,162 shares; 2024Q4: 152,137 shares; 2025Q1: 156,840 shares; 2025Q2: 163,950 shares; 2025Q3: 165,292 shares; 2025Q4: 177,057 shares; 2026Q1: 182,829 shares 182,829 $14M 1.54% +5,772 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: 47,478 shares; 2024Q4: 113,948 shares; 2025Q1: 118,719 shares; 2025Q2: 125,320 shares; 2025Q3: 127,788 shares; 2025Q4: 135,456 shares; 2026Q1: 138,323 shares 138,323 $12M 1.32% +2,867 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: 71,830 shares; 2024Q4: 49,288 shares; 2025Q1: 48,757 shares; 2025Q2: 38,989 shares; 2025Q3: 47,153 shares; 2025Q4: 45,956 shares; 2026Q1: 48,490 shares 48,490 $11.8M 1.3% +2,534 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: 71,927 shares; 2024Q4: 69,079 shares; 2025Q1: 53,983 shares; 2025Q2: 51,821 shares; 2025Q3: 50,724 shares; 2025Q4: 48,809 shares; 2026Q1: 47,170 shares 47,170 $11.5M 1.27% -1,639 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: 10,912 shares; 2024Q4: 10,813 shares; 2025Q1: 10,649 shares; 2025Q2: 10,496 shares; 2025Q3: 13,169 shares; 2025Q4: 12,425 shares; 2026Q1: 12,014 shares 12,014 $11M 1.22% -411 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: 52,096 shares; 2024Q4: 40,151 shares; 2025Q1: 20,256 shares; 2025Q2: 14,583 shares; 2025Q3: 14,539 shares; 2025Q4: 14,126 shares; 2026Q1: 30,444 shares 30,444 $10.7M 1.18% +16,318 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,906 shares; 2025Q1: 60,134 shares; 2025Q2: 82,571 shares; 2025Q3: 99,759 shares; 2025Q4: 128,163 shares; 2026Q1: 130,417 shares 130,417 $9.88M 1.09% +2,254 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,567 shares; 2024Q4: 46,995 shares; 2025Q1: 55,554 shares; 2025Q2: 47,459 shares; 2025Q3: 36,952 shares; 2025Q4: 35,732 shares; 2026Q1: 31,875 shares 31,875 $9.87M 1.09% -3,857 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: 44,360 shares; 2024Q4: 43,165 shares; 2025Q1: 40,895 shares; 2025Q2: 41,114 shares; 2025Q3: 39,116 shares; 2025Q4: 38,200 shares; 2026Q1: 33,209 shares 33,209 $9.77M 1.08% -4,991 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: 22,996 shares; 2024Q4: 44,964 shares; 2025Q1: 44,795 shares; 2025Q2: 42,755 shares; 2025Q3: 49,835 shares; 2025Q4: 52,297 shares; 2026Q1: 60,794 shares 60,794 $9.75M 1.07% +8,497 Timeline VGSH 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: 184,497 shares; 2024Q4: 184,981 shares; 2025Q1: 178,510 shares; 2025Q2: 173,914 shares; 2025Q3: 171,396 shares; 2025Q4: 170,757 shares; 2026Q1: 166,037 shares 166,037 $9.72M 1.07% -4,720 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: 74,164 shares; 2024Q4: 71,392 shares; 2025Q1: 78,356 shares; 2025Q2: 97,243 shares; 2025Q3: 108,012 shares; 2025Q4: 105,295 shares; 2026Q1: 102,125 shares 102,125 $9.49M 1.05% -3,170 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,870 shares; 2025Q1: 41,544 shares; 2025Q2: 33,455 shares; 2025Q3: 40,061 shares; 2025Q4: 48,705 shares; 2026Q1: 48,115 shares 48,115 $9.34M 1.03% -590 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: 69,269 shares; 2024Q4: 66,392 shares; 2025Q1: 75,697 shares; 2025Q2: 65,169 shares; 2025Q3: 65,255 shares; 2025Q4: 65,926 shares; 2026Q1: 53,625 shares 53,625 $9.1M 1% -12,301 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,143 shares; 2025Q1: 70,729 shares; 2025Q2: 85,782 shares; 2025Q3: 109,004 shares; 2025Q4: 121,997 shares; 2026Q1: 123,909 shares 123,909 $8.79M 0.97% +1,912 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,442 shares; 2025Q2: 12,861 shares; 2025Q3: 12,591 shares; 2025Q4: 11,528 shares; 2026Q1: 11,261 shares 11,261 $8.7M 0.96% -267 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: 5,606 shares; 2024Q4: 5,529 shares; 2025Q1: 5,221 shares; 2025Q2: 4,905 shares; 2025Q3: 4,544 shares; 2025Q4: 62,688 shares; 2026Q1: 85,057 shares 85,057 $8.18M 0.9% +22,369 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,972 shares; 2026Q1: 191,789 shares 191,789 $7.99M 0.88% +157,817 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: 99,743 shares; 2024Q4: 103,081 shares; 2025Q1: 128,414 shares; 2025Q2: 126,822 shares; 2025Q3: 131,070 shares; 2025Q4: 134,291 shares; 2026Q1: 137,494 shares 137,494 $7.78M 0.86% +3,203 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,390 shares; 2025Q2: 56,956 shares; 2025Q3: 95,381 shares; 2025Q4: 134,996 shares; 2026Q1: 164,372 shares 164,372 $7.73M 0.85% +29,376 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: not reported; 2024Q4: 29,581 shares; 2025Q1: 77,241 shares; 2025Q2: 89,704 shares; 2025Q3: 114,481 shares; 2025Q4: 113,452 shares; 2026Q1: 98,235 shares 98,235 $7.62M 0.84% -15,217 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: 50,010 shares; 2024Q4: 23,056 shares; 2025Q1: 10,882 shares; 2025Q2: 10,373 shares; 2025Q3: 9,956 shares; 2025Q4: 28,014 shares; 2026Q1: 58,974 shares 58,974 $7.59M 0.84% +30,960 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: not reported; 2024Q4: 6,230 shares; 2025Q1: 12,498 shares; 2025Q2: 13,062 shares; 2025Q3: 13,057 shares; 2025Q4: 13,909 shares; 2026Q1: 13,233 shares 13,233 $7.57M 0.83% -676 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,589 shares; 2025Q1: 16,088 shares; 2025Q2: 15,901 shares; 2025Q3: 15,856 shares; 2025Q4: 21,401 shares; 2026Q1: 24,068 shares 24,068 $7.48M 0.82% +2,667 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,134 shares; 2024Q4: 51,826 shares; 2025Q1: 57,736 shares; 2025Q2: 56,464 shares; 2025Q3: 58,059 shares; 2025Q4: 60,549 shares; 2026Q1: 60,385 shares 60,385 $7.37M 0.81% -164 Timeline VMBS 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: 23,583 shares; 2024Q4: 59,318 shares; 2025Q1: 80,364 shares; 2025Q2: 82,424 shares; 2025Q3: 83,702 shares; 2025Q4: 148,960 shares; 2026Q1: 155,487 shares 155,487 $7.3M 0.8% +6,527 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: 31,911 shares; 2024Q4: 51,501 shares; 2025Q1: 52,219 shares; 2025Q2: 48,637 shares; 2025Q3: 47,945 shares; 2025Q4: 46,187 shares; 2026Q1: 45,006 shares 45,006 $7.19M 0.79% -1,181 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: 17,414 shares; 2024Q4: 12,818 shares; 2025Q1: 10,902 shares; 2025Q2: 10,672 shares; 2025Q3: 94,913 shares; 2025Q4: 134,410 shares; 2026Q1: 131,738 shares 131,738 $6.96M 0.77% -2,672 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: 74,976 shares; 2024Q4: 72,103 shares; 2025Q1: 79,111 shares; 2025Q2: 63,152 shares; 2025Q3: 58,520 shares; 2025Q4: 55,806 shares; 2026Q1: 41,992 shares 41,992 $6.91M 0.76% -13,814 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,485 shares; 2024Q4: 86,600 shares; 2025Q1: 87,212 shares; 2025Q2: 88,552 shares; 2025Q3: 89,556 shares; 2025Q4: 67,561 shares; 2026Q1: 70,511 shares 70,511 $6.73M 0.74% +2,950 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: 25,542 shares; 2024Q4: 27,752 shares; 2025Q1: 27,215 shares; 2025Q2: 26,305 shares; 2025Q3: 24,544 shares; 2025Q4: 23,673 shares; 2026Q1: 23,541 shares 23,541 $6.68M 0.74% -132 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,537 shares; 2025Q2: 9,205 shares; 2025Q3: 13,539 shares; 2025Q4: 15,393 shares; 2026Q1: 15,073 shares 15,073 $6.54M 0.72% -320 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: 917 shares; 2024Q4: 23,284 shares; 2025Q1: 21,321 shares; 2025Q2: 17,021 shares; 2025Q3: 18,264 shares; 2025Q4: 22,772 shares; 2026Q1: 19,681 shares 19,681 $6.47M 0.71% -3,091 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: not reported; 2024Q4: 370,624 shares; 2025Q1: 373,168 shares; 2025Q2: 287,046 shares; 2025Q3: 286,885 shares; 2025Q4: 382,176 shares; 2026Q1: 407,441 shares 407,441 $6.38M 0.7% +25,265 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: 33,749 shares; 2024Q4: 33,094 shares; 2025Q1: 24,253 shares; 2025Q2: 23,850 shares; 2025Q3: 24,247 shares; 2025Q4: 24,248 shares; 2026Q1: 21,579 shares 21,579 $6.37M 0.7% -2,669 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: 75,683 shares; 2024Q4: 75,681 shares; 2025Q1: 78,863 shares; 2025Q2: 79,167 shares; 2025Q3: 78,730 shares; 2025Q4: 76,902 shares; 2026Q1: 82,167 shares 82,167 $6.25M 0.69% +5,265 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,522 shares; 2025Q1: 16,501 shares; 2025Q2: 8,962 shares; 2025Q3: 17,300 shares; 2025Q4: 17,106 shares; 2026Q1: 16,904 shares 16,904 $6.05M 0.67% -202 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: 96,765 shares; 2024Q4: 82,925 shares; 2025Q1: 58,214 shares; 2025Q2: 56,164 shares; 2025Q3: 64,089 shares; 2025Q4: 62,674 shares; 2026Q1: 47,990 shares 47,990 $5.96M 0.66% -14,684 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,119 shares; 2025Q3: 15,061 shares; 2025Q4: 14,795 shares; 2026Q1: 22,013 shares 22,013 $5.96M 0.66% +7,218 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: 96,465 shares; 2024Q4: 96,364 shares; 2025Q1: 111,645 shares; 2025Q2: 83,922 shares; 2025Q3: 86,297 shares; 2025Q4: 84,617 shares; 2026Q1: 65,749 shares 65,749 $5.7M 0.63% -18,868 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: 123,267 shares; 2024Q4: 125,848 shares; 2025Q1: 126,000 shares; 2025Q2: 120,710 shares; 2025Q3: 119,039 shares; 2025Q4: 115,882 shares; 2026Q1: 112,829 shares 112,829 $5.5M 0.61% -3,053 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,053 shares; 2024Q4: 44,835 shares; 2025Q1: 45,533 shares; 2025Q2: 46,578 shares; 2025Q3: 49,575 shares; 2025Q4: 53,438 shares; 2026Q1: 58,465 shares 58,465 $5.5M 0.61% +5,027 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: 236,765 shares; 2024Q4: 233,525 shares; 2025Q1: 377,031 shares; 2025Q2: 314,305 shares; 2025Q3: 370,436 shares; 2025Q4: 322,480 shares; 2026Q1: 180,398 shares 180,398 $5.43M 0.6% -142,082 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: 20,524 shares; 2024Q4: 18,465 shares; 2025Q1: 11,893 shares; 2025Q2: 10,298 shares; 2025Q3: 12,812 shares; 2025Q4: 12,322 shares; 2026Q1: 12,101 shares 12,101 $5.4M 0.6% -221 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,799 shares; 2024Q4: 28,552 shares; 2025Q1: 37,437 shares; 2025Q2: 29,858 shares; 2025Q3: 29,590 shares; 2025Q4: 29,403 shares; 2026Q1: 41,598 shares 41,598 $5.29M 0.58% +12,195 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,714 shares; 2025Q3: 41,142 shares; 2025Q4: 49,418 shares; 2026Q1: 73,462 shares 73,462 $5.27M 0.58% +24,044 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,277 shares; 2025Q1: 49,178 shares; 2025Q2: 57,234 shares; 2025Q3: 64,714 shares; 2025Q4: 73,012 shares; 2026Q1: 95,080 shares 95,080 $5.26M 0.58% +22,068 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,649 shares; 2025Q2: 6,450 shares; 2025Q3: 12,201 shares; 2025Q4: 11,647 shares; 2026Q1: 8,986 shares 8,986 $5.06M 0.56% -2,661 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,396 shares; 2025Q4: 34,690 shares; 2026Q1: 51,083 shares 51,083 $5.06M 0.56% +16,393 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,637 shares; 2024Q4: 27,514 shares; 2025Q1: 29,018 shares; 2025Q2: 28,020 shares; 2025Q3: 28,332 shares; 2025Q4: 28,880 shares; 2026Q1: 25,255 shares 25,255 $5M 0.55% -3,625 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,871 shares; 2026Q1: 99,117 shares 99,117 $4.99M 0.55% +10,246 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: 23,511 shares; 2024Q4: 1,911 shares; 2025Q1: 1,911 shares; 2025Q2: 1,811 shares; 2025Q3: 1,802 shares; 2025Q4: 1,804 shares; 2026Q1: 11,701 shares 11,701 $4.98M 0.55% +9,897 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: 61,833 shares; 2024Q4: 63,565 shares; 2025Q1: 138,311 shares; 2025Q2: 126,436 shares; 2025Q3: 108,558 shares; 2025Q4: 109,025 shares; 2026Q1: 72,975 shares 72,975 $4.93M 0.54% -36,050 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,411 shares 23,411 $4.92M 0.54% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,029 shares 82,029 $4.84M 0.53% new 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: 4,507 shares; 2024Q4: 8,708 shares; 2025Q1: 8,714 shares; 2025Q2: 8,501 shares; 2025Q3: 8,401 shares; 2025Q4: 8,501 shares; 2026Q1: 8,383 shares 8,383 $4.84M 0.53% -118 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,486 shares; 2025Q1: 22,109 shares; 2025Q2: 26,388 shares; 2025Q3: 34,814 shares; 2025Q4: 52,646 shares; 2026Q1: 58,764 shares 58,764 $4.74M 0.52% +6,118 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,713 shares; 2025Q1: 25,163 shares; 2025Q2: 34,322 shares; 2025Q3: 40,346 shares; 2025Q4: 50,241 shares; 2026Q1: 58,191 shares 58,191 $4.69M 0.52% +7,950 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,482 shares 89,482 $4.6M 0.51% new Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,265 shares; 2025Q2: 36,252 shares; 2025Q3: 43,229 shares; 2025Q4: 54,638 shares; 2026Q1: 117,180 shares 117,180 $4.37M 0.48% +62,542 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,090 shares; 2026Q1: 102,609 shares 102,609 $4.36M 0.48% +41,519 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,378 shares; 2025Q2: 15,916 shares; 2025Q3: 15,135 shares; 2025Q4: 15,151 shares; 2026Q1: 15,513 shares 15,513 $4.33M 0.48% +362 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: 2,278 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,234 shares; 2025Q3: 34,335 shares; 2025Q4: 19,566 shares; 2026Q1: 21,127 shares 21,127 $4.3M 0.47% +1,561 Timeline FLCH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189,762 shares 189,762 $4.25M 0.47% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,695 shares; 2024Q4: 57,167 shares; 2025Q1: 80,089 shares; 2025Q2: 59,836 shares; 2025Q3: 52,104 shares; 2025Q4: 52,061 shares; 2026Q1: 72,248 shares 72,248 $4.25M 0.47% +20,187 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,376 shares 17,376 $4.22M 0.47% new 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: 16,243 shares; 2024Q4: 15,576 shares; 2025Q1: 13,625 shares; 2025Q2: 10,487 shares; 2025Q3: 10,319 shares; 2025Q4: 10,117 shares; 2026Q1: 9,962 shares 9,962 $4.15M 0.46% -155 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,818 shares 19,818 $4.12M 0.45% new Timeline FELG 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: not reported; 2024Q4: 14,496 shares; 2025Q1: 42,845 shares; 2025Q2: 51,998 shares; 2025Q3: 65,610 shares; 2025Q4: 95,010 shares; 2026Q1: 108,113 shares 108,113 $4.05M 0.45% +13,103 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: 15,977 shares; 2024Q4: 15,921 shares; 2025Q1: 15,921 shares; 2025Q2: 13,621 shares; 2025Q3: 13,621 shares; 2025Q4: 13,592 shares; 2026Q1: 13,503 shares 13,503 $3.87M 0.43% -89 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,788 shares; 2024Q4: 100,831 shares; 2025Q1: 67,421 shares; 2025Q2: 66,223 shares; 2025Q3: 63,507 shares; 2025Q4: 60,247 shares; 2026Q1: 36,782 shares 36,782 $3.87M 0.43% -23,465 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: 82,477 shares; 2024Q4: 55,416 shares; 2025Q1: 42,163 shares; 2025Q2: 40,626 shares; 2025Q3: 29,663 shares; 2025Q4: 29,266 shares; 2026Q1: 28,837 shares 28,837 $3.78M 0.42% -429 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,410 shares 52,410 $3.64M 0.4% new 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: 11,898 shares; 2024Q4: 11,865 shares; 2025Q1: 11,865 shares; 2025Q2: 11,847 shares; 2025Q3: 11,829 shares; 2025Q4: 11,470 shares; 2026Q1: 16,236 shares 16,236 $3.3M 0.36% +4,766 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: 37,298 shares; 2024Q4: 27,128 shares; 2025Q1: 26,775 shares; 2025Q2: 26,364 shares; 2025Q3: 25,860 shares; 2025Q4: 24,988 shares; 2026Q1: 24,596 shares 24,596 $3.06M 0.34% -392 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: 8,924 shares; 2024Q4: 8,085 shares; 2025Q1: 9,522 shares; 2025Q2: 9,382 shares; 2025Q3: 9,438 shares; 2025Q4: 9,529 shares; 2026Q1: 9,668 shares 9,668 $2.92M 0.32% +139 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: 15,049 shares; 2024Q4: 14,512 shares; 2025Q1: 15,471 shares; 2025Q2: 13,747 shares; 2025Q3: 13,750 shares; 2025Q4: 14,583 shares; 2026Q1: 13,983 shares 13,983 $2.89M 0.32% -600 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: 73,592 shares; 2024Q4: 72,324 shares; 2025Q1: 79,104 shares; 2025Q2: 63,785 shares; 2025Q3: 63,541 shares; 2025Q4: 75,010 shares; 2026Q1: 57,529 shares 57,529 $2.89M 0.32% -17,481 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: 29,607 shares; 2024Q4: 31,087 shares; 2025Q1: 31,999 shares; 2025Q2: 25,588 shares; 2025Q3: 25,783 shares; 2025Q4: 27,796 shares; 2026Q1: 21,965 shares 21,965 $2.88M 0.32% -5,831 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,401 shares; 2025Q1: 15,350 shares; 2025Q2: 18,489 shares; 2025Q3: 22,259 shares; 2025Q4: 32,685 shares; 2026Q1: 36,520 shares 36,520 $2.44M 0.27% +3,835 Timeline FESM 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: not reported; 2024Q4: 10,043 shares; 2025Q1: 29,149 shares; 2025Q2: 34,969 shares; 2025Q3: 39,620 shares; 2025Q4: 57,102 shares; 2026Q1: 63,688 shares 63,688 $2.42M 0.27% +6,586 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: 2,765 shares; 2024Q4: 2,765 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,678 shares 51,678 $2.34M 0.26% new Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,240 shares; 2025Q4: 122,595 shares; 2026Q1: 125,979 shares 125,979 $2.32M 0.26% +3,384 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,074 shares; 2025Q1: 28,157 shares; 2025Q2: 28,489 shares; 2025Q3: 28,490 shares; 2025Q4: 36,718 shares; 2026Q1: 36,819 shares 36,819 $2.28M 0.25% +101 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,038 shares; 2025Q2: 9,749 shares; 2025Q3: 20,360 shares; 2025Q4: 30,658 shares; 2026Q1: 35,210 shares 35,210 $2.26M 0.25% +4,552 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,069 shares 18,069 $2.19M 0.24% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,759 shares 13,759 $2.08M 0.23% new 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: 37,097 shares; 2024Q4: 32,399 shares; 2025Q1: 34,047 shares; 2025Q2: 32,536 shares; 2025Q3: 32,066 shares; 2025Q4: 32,065 shares; 2026Q1: 33,409 shares 33,409 $2.03M 0.22% +1,344 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,139 shares; 2024Q4: 25,522 shares; 2025Q1: 27,614 shares; 2025Q2: 31,028 shares; 2025Q3: 31,088 shares; 2025Q4: 33,215 shares; 2026Q1: 35,937 shares 35,937 $1.97M 0.22% +2,722 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,872 shares 16,872 $1.95M 0.22% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,091 shares; 2026Q1: 112,417 shares 112,417 $1.94M 0.21% +56,326 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,037 shares; 2024Q4: 17,679 shares; 2025Q1: 20,733 shares; 2025Q2: 28,183 shares; 2025Q3: 28,183 shares; 2025Q4: 27,865 shares; 2026Q1: 30,203 shares 30,203 $1.94M 0.21% +2,338 Timeline PFF 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: 240,002 shares; 2024Q4: 185,302 shares; 2025Q1: 134,788 shares; 2025Q2: 135,277 shares; 2025Q3: 64,666 shares; 2025Q4: 64,320 shares; 2026Q1: 63,760 shares 63,760 $1.93M 0.21% -560 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,083 shares; 2025Q3: 48,333 shares; 2025Q4: 50,925 shares; 2026Q1: 56,834 shares 56,834 $1.93M 0.21% +5,909 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,914 shares; 2024Q4: 14,079 shares; 2025Q1: 15,708 shares; 2025Q2: 18,191 shares; 2025Q3: 18,196 shares; 2025Q4: 19,126 shares; 2026Q1: 19,418 shares 19,418 $1.89M 0.21% +292 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: 3,952 shares; 2024Q4: 2,416 shares; 2025Q1: 2,749 shares; 2025Q2: 2,730 shares; 2025Q3: 2,769 shares; 2025Q4: 3,175 shares; 2026Q1: 3,063 shares 3,063 $1.85M 0.2% -112 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: 9,989 shares; 2024Q4: 10,279 shares; 2025Q1: 11,438 shares; 2025Q2: 11,378 shares; 2025Q3: 11,317 shares; 2025Q4: 13,134 shares; 2026Q1: 19,050 shares 19,050 $1.84M 0.2% +5,916 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,428 shares; 2026Q1: 42,106 shares 42,106 $1.78M 0.2% +12,678 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,984 shares; 2025Q4: 26,179 shares; 2026Q1: 24,416 shares 24,416 $1.77M 0.2% -1,763 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: 23,714 shares; 2024Q4: 24,398 shares; 2025Q1: 26,822 shares; 2025Q2: 34,988 shares; 2025Q3: 2,856 shares; 2025Q4: 3,740 shares; 2026Q1: 12,252 shares 12,252 $1.77M 0.19% +8,512 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,765 shares; 2025Q3: 33,111 shares; 2025Q4: 33,634 shares; 2026Q1: 34,526 shares 34,526 $1.77M 0.19% +892 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,749 shares; 2024Q4: 19,405 shares; 2025Q1: 22,058 shares; 2025Q2: 24,012 shares; 2025Q3: 28,062 shares; 2025Q4: 28,047 shares; 2026Q1: 19,295 shares 19,295 $1.74M 0.19% -8,752 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: 43,477 shares; 2024Q4: 41,982 shares; 2025Q1: 6,369 shares; 2025Q2: 2,152 shares; 2025Q3: 1,951 shares; 2025Q4: 1,841 shares; 2026Q1: 11,016 shares 11,016 $1.71M 0.19% +9,175 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,507 shares; 2024Q4: 71,686 shares; 2025Q1: 77,463 shares; 2025Q2: 75,023 shares; 2025Q3: 72,169 shares; 2025Q4: 69,673 shares; 2026Q1: 66,152 shares 66,152 $1.61M 0.18% -3,521 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,834 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,486 shares 14,486 $1.59M 0.17% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,899 shares; 2024Q4: 50,793 shares; 2025Q1: 58,068 shares; 2025Q2: 53,622 shares; 2025Q3: 52,881 shares; 2025Q4: 55,130 shares; 2026Q1: 55,999 shares 55,999 $1.57M 0.17% +869 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,611 shares 2,611 $1.56M 0.17% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,789 shares 32,789 $1.52M 0.17% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,605 shares; 2025Q2: 16,874 shares; 2025Q3: 26,102 shares; 2025Q4: 35,504 shares; 2026Q1: 50,418 shares 50,418 $1.52M 0.17% +14,914 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,190 shares; 2024Q4: 36,515 shares; 2025Q1: 39,576 shares; 2025Q2: 38,305 shares; 2025Q3: 37,841 shares; 2025Q4: 77,718 shares; 2026Q1: 32,808 shares 32,808 $1.51M 0.17% -44,910 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,337 shares; 2024Q4: 65,905 shares; 2025Q1: 84,012 shares; 2025Q2: 78,929 shares; 2025Q3: 79,737 shares; 2025Q4: 78,217 shares; 2026Q1: 42,554 shares 42,554 $1.5M 0.16% -35,663 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465,513 shares; 2024Q4: 153,764 shares; 2025Q1: 161,866 shares; 2025Q2: 146,874 shares; 2025Q3: 124,959 shares; 2025Q4: 123,393 shares; 2026Q1: 63,490 shares 63,490 $1.45M 0.16% -59,903 Timeline EMMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,672 shares; 2025Q2: 24,142 shares; 2025Q3: 29,058 shares; 2025Q4: 37,326 shares; 2026Q1: 43,523 shares 43,523 $1.44M 0.16% +6,197 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,905 shares; 2024Q4: 16,846 shares; 2025Q1: 12,446 shares; 2025Q2: 17,193 shares; 2025Q3: 20,327 shares; 2025Q4: 20,649 shares; 2026Q1: 22,270 shares 22,270 $1.43M 0.16% +1,621 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,462 shares 5,462 $1.42M 0.16% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,935 shares; 2025Q3: 18,874 shares; 2025Q4: 19,708 shares; 2026Q1: 19,779 shares 19,779 $1.42M 0.16% +71 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,026 shares; 2025Q2: 10,968 shares; 2025Q3: 17,758 shares; 2025Q4: 25,711 shares; 2026Q1: 25,899 shares 25,899 $1.36M 0.15% +188 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,080 shares; 2025Q4: 31,547 shares; 2026Q1: 33,907 shares 33,907 $1.35M 0.15% +2,360 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,087 shares; 2024Q4: 11,259 shares; 2025Q1: 13,822 shares; 2025Q2: 14,406 shares; 2025Q3: 14,565 shares; 2025Q4: 15,353 shares; 2026Q1: 18,367 shares 18,367 $1.31M 0.14% +3,014 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: 18,051 shares; 2024Q4: 17,890 shares; 2025Q1: 21,328 shares; 2025Q2: 21,070 shares; 2025Q3: 21,391 shares; 2025Q4: 24,028 shares; 2026Q1: 34,911 shares 34,911 $1.3M 0.14% +10,883 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,088 shares 12,088 $1.29M 0.14% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,681 shares 19,681 $1.27M 0.14% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,500 shares; 2025Q1: 10,676 shares; 2025Q2: 9,228 shares; 2025Q3: 9,333 shares; 2025Q4: 9,819 shares; 2026Q1: 12,576 shares 12,576 $1.24M 0.14% +2,757 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,422 shares; 2026Q1: 25,909 shares 25,909 $1.22M 0.13% -2,513 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: 1,926 shares; 2024Q4: not reported; 2025Q1: 76,249 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,346 shares; 2026Q1: 9,992 shares 9,992 $1.2M 0.13% -354 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,110 shares 30,110 $1.2M 0.13% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,523 shares 16,523 $1.18M 0.13% new 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: 11,730 shares; 2024Q4: 11,332 shares; 2025Q1: 12,270 shares; 2025Q2: 8,685 shares; 2025Q3: 8,481 shares; 2025Q4: 8,846 shares; 2026Q1: 5,649 shares 5,649 $1.18M 0.13% -3,197 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,324 shares; 2025Q1: not reported; 2025Q2: 7,653 shares; 2025Q3: 7,570 shares; 2025Q4: 21,787 shares; 2026Q1: 7,680 shares 7,680 $1.16M 0.13% -14,107 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: 7,405 shares; 2024Q4: 7,305 shares; 2025Q1: 4,705 shares; 2025Q2: 4,705 shares; 2025Q3: 4,705 shares; 2025Q4: 9,677 shares; 2026Q1: 6,636 shares 6,636 $1.16M 0.13% -3,041 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,547 shares; 2025Q3: 5,039 shares; 2025Q4: 5,380 shares; 2026Q1: 5,321 shares 5,321 $1.16M 0.13% -59 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,349 shares; 2025Q3: 18,446 shares; 2025Q4: 18,493 shares; 2026Q1: 20,702 shares 20,702 $1.11M 0.12% +2,209 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: 2,948 shares; 2024Q4: 2,948 shares; 2025Q1: 2,902 shares; 2025Q2: 3,542 shares; 2025Q3: 2,880 shares; 2025Q4: 2,880 shares; 2026Q1: 2,871 shares 2,871 $1.06M 0.12% -9 Timeline USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,521 shares; 2026Q1: 21,521 shares 21,521 $1.05M 0.12% 0 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: 23,454 shares; 2024Q4: 24,538 shares; 2025Q1: 23,742 shares; 2025Q2: 22,742 shares; 2025Q3: 22,742 shares; 2025Q4: 22,788 shares; 2026Q1: 22,857 shares 22,857 $1.05M 0.12% +69 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,304 shares; 2024Q4: 7,303 shares; 2025Q1: 7,891 shares; 2025Q2: 7,936 shares; 2025Q3: 14,144 shares; 2025Q4: 14,881 shares; 2026Q1: 19,131 shares 19,131 $1.03M 0.11% +4,250 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,326 shares; 2025Q2: 13,838 shares; 2025Q3: 23,287 shares; 2025Q4: 30,896 shares; 2026Q1: 42,171 shares 42,171 $997K 0.11% +11,275 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: 17,359 shares; 2024Q4: 17,578 shares; 2025Q1: 18,688 shares; 2025Q2: 16,948 shares; 2025Q3: 16,497 shares; 2025Q4: 19,367 shares; 2026Q1: 10,728 shares 10,728 $967K 0.11% -8,639 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,269 shares 3,269 $950K 0.1% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,212 shares; 2024Q4: 37,539 shares; 2025Q1: 39,450 shares; 2025Q2: 38,595 shares; 2025Q3: 37,524 shares; 2025Q4: 38,438 shares; 2026Q1: 26,393 shares 26,393 $937K 0.1% -12,045 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,254 shares 15,254 $933K 0.1% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,797 shares; 2025Q4: 22,880 shares; 2026Q1: 12,284 shares 12,284 $927K 0.1% -10,596 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,526 shares; 2024Q4: 29,931 shares; 2025Q1: 6,397 shares; 2025Q2: 5,499 shares; 2025Q3: 4,209 shares; 2025Q4: 21,894 shares; 2026Q1: 4,878 shares 4,878 $925K 0.1% -17,016 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,945 shares; 2024Q4: 22,448 shares; 2025Q1: 41,157 shares; 2025Q2: 45,894 shares; 2025Q3: 70,469 shares; 2025Q4: 41,411 shares; 2026Q1: 53,190 shares 53,190 $921K 0.1% +11,779 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,104 shares; 2026Q1: 15,306 shares 15,306 $918K 0.1% -9,798 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,452 shares 8,452 $894K 0.1% new Timeline EMBD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,694 shares; 2025Q3: 13,998 shares; 2025Q4: 19,550 shares; 2026Q1: 37,963 shares 37,963 $889K 0.1% +18,413 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,650 shares; 2024Q4: 82,517 shares; 2025Q1: 100,055 shares; 2025Q2: 94,778 shares; 2025Q3: 93,621 shares; 2025Q4: 99,389 shares; 2026Q1: 43,854 shares 43,854 $879K 0.1% -55,535 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,472 shares; 2025Q4: 4,777 shares; 2026Q1: 4,772 shares 4,772 $863K 0.1% -5 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,959 shares; 2024Q4: 5,551 shares; 2025Q1: 10,428 shares; 2025Q2: 14,775 shares; 2025Q3: 13,641 shares; 2025Q4: 12,619 shares; 2026Q1: 19,986 shares 19,986 $851K 0.09% +7,367 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,692 shares 10,692 $834K 0.09% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,318 shares 4,318 $829K 0.09% new Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,609 shares; 2026Q1: 26,424 shares 26,424 $819K 0.09% +4,815 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: 2,636 shares; 2024Q4: 2,671 shares; 2025Q1: 2,520 shares; 2025Q2: 2,520 shares; 2025Q3: 2,492 shares; 2025Q4: 2,492 shares; 2026Q1: 2,418 shares 2,418 $776K 0.09% -74 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares; 2025Q4: 1,074 shares; 2026Q1: 1,074 shares 1,074 $761K 0.08% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 526 shares; 2025Q1: 511 shares; 2025Q2: 321 shares; 2025Q3: 321 shares; 2025Q4: 387 shares; 2026Q1: 692 shares 692 $690K 0.08% +305 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,910 shares; 2024Q4: 11,035 shares; 2025Q1: 17,426 shares; 2025Q2: 17,084 shares; 2025Q3: 23,924 shares; 2025Q4: 25,662 shares; 2026Q1: 32,003 shares 32,003 $688K 0.08% +6,341 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,947 shares; 2024Q4: 9,453 shares; 2025Q1: 10,436 shares; 2025Q2: 10,362 shares; 2025Q3: 13,209 shares; 2025Q4: 8,287 shares; 2026Q1: 7,909 shares 7,909 $681K 0.08% -378 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: 1,778 shares; 2024Q4: 1,778 shares; 2025Q1: 1,778 shares; 2025Q2: 3,518 shares; 2025Q3: 3,318 shares; 2025Q4: 3,225 shares; 2026Q1: 2,831 shares 2,831 $669K 0.07% -394 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: 1,552 shares; 2024Q4: 1,443 shares; 2025Q1: 2,099 shares; 2025Q2: 1,831 shares; 2025Q3: 1,804 shares; 2025Q4: 1,845 shares; 2026Q1: 1,850 shares 1,850 $664K 0.07% +5 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,978 shares 8,978 $656K 0.07% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,370 shares 9,370 $642K 0.07% new Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,456 shares; 2026Q1: 4,422 shares 4,422 $629K 0.07% +966 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,666 shares 6,666 $617K 0.07% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: 1,123 shares; 2025Q1: 1,693 shares; 2025Q2: 1,413 shares; 2025Q3: 1,288 shares; 2025Q4: 1,304 shares; 2026Q1: 1,217 shares 1,217 $597K 0.07% -87 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 4,285 shares; 2025Q1: 4,306 shares; 2025Q2: 3,993 shares; 2025Q3: 3,264 shares; 2025Q4: 3,390 shares; 2026Q1: 3,053 shares 3,053 $596K 0.07% -337 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,922 shares; 2025Q4: 11,122 shares; 2026Q1: 10,222 shares 10,222 $579K 0.06% -900 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,061 shares; 2024Q4: 9,051 shares; 2025Q1: 9,021 shares; 2025Q2: 6,629 shares; 2025Q3: 6,119 shares; 2025Q4: 5,582 shares; 2026Q1: 5,288 shares 5,288 $564K 0.06% -294 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,626 shares; 2025Q3: 17,153 shares; 2025Q4: 24,082 shares; 2026Q1: 29,582 shares 29,582 $562K 0.06% +5,500 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,535 shares; 2025Q4: 9,848 shares; 2026Q1: 12,793 shares 12,793 $559K 0.06% +2,945 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,401 shares; 2025Q3: 7,113 shares; 2025Q4: 10,096 shares; 2026Q1: 12,450 shares 12,450 $558K 0.06% +2,354 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,481 shares; 2025Q3: 8,470 shares; 2025Q4: 7,902 shares; 2026Q1: 5,974 shares 5,974 $554K 0.06% -1,928 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,283 shares; 2024Q4: 9,691 shares; 2025Q1: 9,721 shares; 2025Q2: 6,554 shares; 2025Q3: 6,119 shares; 2025Q4: 6,014 shares; 2026Q1: 5,833 shares 5,833 $548K 0.06% -181 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,032 shares; 2025Q1: 14,113 shares; 2025Q2: 14,082 shares; 2025Q3: 14,082 shares; 2025Q4: 14,082 shares; 2026Q1: 14,082 shares 14,082 $547K 0.06% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,884 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,451 shares 14,451 $531K 0.06% new Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,271 shares; 2024Q4: 23,476 shares; 2025Q1: 30,531 shares; 2025Q2: 27,194 shares; 2025Q3: 27,055 shares; 2025Q4: 15,586 shares; 2026Q1: 30,551 shares 30,551 $526K 0.06% +14,965 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,593 shares; 2025Q1: 3,070 shares; 2025Q2: 3,061 shares; 2025Q3: 5,100 shares; 2025Q4: 4,308 shares; 2026Q1: 2,563 shares 2,563 $526K 0.06% -1,745 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,255 shares; 2025Q4: 11,820 shares; 2026Q1: 14,900 shares 14,900 $525K 0.06% +3,080 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,555 shares 9,555 $524K 0.06% new Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,795 shares; 2025Q4: 11,528 shares; 2026Q1: 11,092 shares 11,092 $521K 0.06% -436 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,486 shares; 2025Q4: 15,679 shares; 2026Q1: 20,336 shares 20,336 $519K 0.06% +4,657 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,087 shares; 2025Q2: 7,987 shares; 2025Q3: 11,110 shares; 2025Q4: 12,254 shares; 2026Q1: 11,572 shares 11,572 $517K 0.06% -682 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,966 shares; 2024Q4: 13,313 shares; 2025Q1: 13,274 shares; 2025Q2: 8,912 shares; 2025Q3: 8,004 shares; 2025Q4: 7,775 shares; 2026Q1: 7,894 shares 7,894 $517K 0.06% +119 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,219 shares; 2025Q4: 10,428 shares; 2026Q1: 9,977 shares 9,977 $516K 0.06% -451 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,542 shares; 2026Q1: 6,174 shares 6,174 $516K 0.06% -2,368 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,289 shares; 2026Q1: 3,865 shares 3,865 $515K 0.06% +1,576 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,156 shares; 2025Q3: 14,898 shares; 2025Q4: 19,324 shares; 2026Q1: 22,795 shares 22,795 $515K 0.06% +3,471 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,313 shares; 2025Q4: 20,911 shares; 2026Q1: 20,051 shares 20,051 $511K 0.06% -860 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,247 shares; 2025Q4: 5,433 shares; 2026Q1: 7,240 shares 7,240 $509K 0.06% +1,807 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,494 shares; 2025Q4: 24,219 shares; 2026Q1: 36,383 shares 36,383 $508K 0.06% +12,164 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: 5,354 shares; 2024Q4: 8,317 shares; 2025Q1: 9,629 shares; 2025Q2: 7,879 shares; 2025Q3: 7,879 shares; 2025Q4: 7,879 shares; 2026Q1: 7,879 shares 7,879 $505K 0.06% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,313 shares; 2024Q4: 4,890 shares; 2025Q1: 2,813 shares; 2025Q2: 2,307 shares; 2025Q3: 2,174 shares; 2025Q4: 2,073 shares; 2026Q1: 2,525 shares 2,525 $505K 0.06% +452 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,549 shares; 2025Q4: 6,467 shares; 2026Q1: 12,867 shares 12,867 $501K 0.06% +6,400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,966 shares 4,966 $500K 0.06% new Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,803 shares; 2026Q1: 7,720 shares 7,720 $499K 0.05% -83 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,339 shares; 2025Q4: 14,886 shares; 2026Q1: 20,063 shares 20,063 $497K 0.05% +5,177 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 4,164 shares; 2025Q1: 4,198 shares; 2025Q2: 3,670 shares; 2025Q3: 5,193 shares; 2025Q4: 5,453 shares; 2026Q1: 5,035 shares 5,035 $496K 0.05% -418 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 708 shares; 2025Q3: 1,069 shares; 2025Q4: 964 shares; 2026Q1: 911 shares 911 $495K 0.05% -53 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,578 shares 3,578 $490K 0.05% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,868 shares; 2024Q4: 50,804 shares; 2025Q1: 58,191 shares; 2025Q2: 42,139 shares; 2025Q3: 45,660 shares; 2025Q4: 49,640 shares; 2026Q1: 5,076 shares 5,076 $489K 0.05% -44,564 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,120 shares; 2026Q1: 5,568 shares 5,568 $489K 0.05% +1,448 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,430 shares; 2024Q4: 13,334 shares; 2025Q1: 13,120 shares; 2025Q2: 12,323 shares; 2025Q3: 13,696 shares; 2025Q4: 12,783 shares; 2026Q1: 10,451 shares 10,451 $488K 0.05% -2,332 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,653 shares; 2025Q1: 7,048 shares; 2025Q2: 9,197 shares; 2025Q3: 8,713 shares; 2025Q4: 6,617 shares; 2026Q1: 6,193 shares 6,193 $487K 0.05% -424 Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,976 shares; 2026Q1: 26,928 shares 26,928 $486K 0.05% -48 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,988 shares; 2026Q1: 11,371 shares 11,371 $484K 0.05% +3,383 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,077 shares; 2025Q2: 9,966 shares; 2025Q3: 9,382 shares; 2025Q4: 8,903 shares; 2026Q1: 6,608 shares 6,608 $482K 0.05% -2,295 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,830 shares; 2024Q4: 6,754 shares; 2025Q1: 10,402 shares; 2025Q2: 9,218 shares; 2025Q3: 6,361 shares; 2025Q4: 5,656 shares; 2026Q1: 5,599 shares 5,599 $482K 0.05% -57 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,116 shares; 2026Q1: 8,986 shares 8,986 $463K 0.05% +2,870 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,493 shares 4,493 $461K 0.05% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,330 shares; 2025Q3: 12,400 shares; 2025Q4: 13,042 shares; 2026Q1: 3,582 shares 3,582 $456K 0.05% -9,460 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,462 shares; 2025Q2: 22,045 shares; 2025Q3: 21,118 shares; 2025Q4: 21,402 shares; 2026Q1: 7,902 shares 7,902 $450K 0.05% -13,500 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,740 shares; 2025Q1: 2,740 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares; 2026Q1: 2,740 shares 2,740 $448K 0.05% 0 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,078 shares; 2024Q4: 9,671 shares; 2025Q1: 6,021 shares; 2025Q2: 5,059 shares; 2025Q3: 5,486 shares; 2025Q4: 3,844 shares; 2026Q1: 3,325 shares 3,325 $442K 0.05% -519 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,717 shares; 2025Q3: 14,803 shares; 2025Q4: 15,026 shares; 2026Q1: 16,219 shares 16,219 $438K 0.05% +1,193 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,760 shares; 2024Q4: 64,369 shares; 2025Q1: 66,221 shares; 2025Q2: 40,175 shares; 2025Q3: 26,343 shares; 2025Q4: 38,620 shares; 2026Q1: 36,804 shares 36,804 $437K 0.05% -1,816 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,223 shares; 2025Q2: 10,012 shares; 2025Q3: 9,155 shares; 2025Q4: 9,178 shares; 2026Q1: 8,859 shares 8,859 $429K 0.05% -319 Timeline HUBG HUB GROUP INC More: the full row for HUB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,888 shares; 2025Q4: 9,398 shares; 2026Q1: 11,835 shares 11,835 $427K 0.05% +2,437 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,663 shares; 2024Q4: 10,206 shares; 2025Q1: 10,146 shares; 2025Q2: 7,890 shares; 2025Q3: 8,166 shares; 2025Q4: 7,729 shares; 2026Q1: 7,361 shares 7,361 $426K 0.05% -368 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: 3,330 shares; 2024Q4: 2,927 shares; 2025Q1: 1,944 shares; 2025Q2: 1,494 shares; 2025Q3: 750 shares; 2025Q4: 690 shares; 2026Q1: 623 shares 623 $424K 0.05% -67 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: 974 shares; 2024Q4: 944 shares; 2025Q1: 895 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 602 shares; 2026Q1: 652 shares 652 $424K 0.05% +50 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,192 shares; 2025Q2: 12,592 shares; 2025Q3: 18,184 shares; 2025Q4: not reported; 2026Q1: 1,439 shares 1,439 $408K 0.04% new Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,086 shares 7,086 $394K 0.04% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,516 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,196 shares; 2025Q4: 6,127 shares; 2026Q1: 7,301 shares 7,301 $384K 0.04% +1,174 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,322 shares; 2024Q4: 49,187 shares; 2025Q1: 20,957 shares; 2025Q2: 16,545 shares; 2025Q3: 19,116 shares; 2025Q4: 21,361 shares; 2026Q1: 10,567 shares 10,567 $381K 0.04% -10,794 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,221 shares 5,221 $380K 0.04% new Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,552 shares; 2024Q4: 7,367 shares; 2025Q1: 7,345 shares; 2025Q2: 6,082 shares; 2025Q3: 5,591 shares; 2025Q4: 4,953 shares; 2026Q1: 4,649 shares 4,649 $376K 0.04% -304 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,682 shares; 2026Q1: 23,612 shares 23,612 $376K 0.04% -70 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $374K 0.04% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,120 shares; 2025Q1: 1,936 shares; 2025Q2: 1,936 shares; 2025Q3: 1,936 shares; 2025Q4: 1,936 shares; 2026Q1: 1,936 shares 1,936 $373K 0.04% 0 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,722 shares 27,722 $369K 0.04% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,321 shares; 2025Q3: 3,886 shares; 2025Q4: 3,578 shares; 2026Q1: 2,990 shares 2,990 $369K 0.04% -588 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: 4,386 shares; 2024Q4: 4,386 shares; 2025Q1: 4,386 shares; 2025Q2: 4,386 shares; 2025Q3: 4,386 shares; 2025Q4: 4,386 shares; 2026Q1: 4,386 shares 4,386 $363K 0.04% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,689 shares; 2025Q4: 8,863 shares; 2026Q1: 8,447 shares 8,447 $362K 0.04% -416 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 682 shares 682 $357K 0.04% new Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,063 shares 5,063 $357K 0.04% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,129 shares 4,129 $356K 0.04% new Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,788 shares; 2024Q4: 17,389 shares; 2025Q1: 9,049 shares; 2025Q2: 8,578 shares; 2025Q3: 8,578 shares; 2025Q4: 8,255 shares; 2026Q1: 8,255 shares 8,255 $355K 0.04% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,635 shares; 2025Q2: 11,719 shares; 2025Q3: 11,330 shares; 2025Q4: 7,867 shares; 2026Q1: 7,406 shares 7,406 $351K 0.04% -461 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,223 shares; 2026Q1: 7,674 shares 7,674 $347K 0.04% +1,451 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,632 shares; 2024Q4: 6,875 shares; 2025Q1: 11,508 shares; 2025Q2: 8,345 shares; 2025Q3: 11,752 shares; 2025Q4: 12,311 shares; 2026Q1: 10,055 shares 10,055 $343K 0.04% -2,256 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,667 shares; 2024Q4: 32,693 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,044 shares 9,044 $335K 0.04% new Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,755 shares; 2025Q2: 52,692 shares; 2025Q3: 48,112 shares; 2025Q4: 49,141 shares; 2026Q1: 75,587 shares 75,587 $335K 0.04% +26,446 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 4,320 shares; 2026Q1: 2,720 shares 2,720 $334K 0.04% -1,600 Timeline MCHI 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: 76,723 shares; 2024Q4: 74,990 shares; 2025Q1: 77,814 shares; 2025Q2: 81,791 shares; 2025Q3: 81,769 shares; 2025Q4: 84,318 shares; 2026Q1: 5,886 shares 5,886 $331K 0.04% -78,432 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,246 shares 5,246 $324K 0.04% new Timeline VNQI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,343 shares; 2025Q3: 5,855 shares; 2025Q4: 6,092 shares; 2026Q1: 7,262 shares 7,262 $323K 0.04% +1,170 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,311 shares 5,311 $322K 0.04% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,599 shares 1,599 $316K 0.03% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,546 shares; 2024Q4: 6,765 shares; 2025Q1: 9,727 shares; 2025Q2: 8,294 shares; 2025Q3: 7,213 shares; 2025Q4: 6,452 shares; 2026Q1: 3,343 shares 3,343 $315K 0.03% -3,109 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 967 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 1,192 shares; 2026Q1: 1,092 shares 1,092 $314K 0.03% -100 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,175 shares; 2025Q2: 3,175 shares; 2025Q3: 3,175 shares; 2025Q4: 3,175 shares; 2026Q1: 3,175 shares 3,175 $308K 0.03% 0 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,325 shares 1,325 $305K 0.03% new Timeline AMN AMN HEALTHCARE SVCS INC More: the full row for AMN HEALTHCARE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,401 shares 16,401 $301K 0.03% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 866 shares 866 $297K 0.03% new Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 4,699 shares; 2025Q1: 2,915 shares; 2025Q2: 2,189 shares; 2025Q3: 1,472 shares; 2025Q4: 1,598 shares; 2026Q1: 1,542 shares 1,542 $292K 0.03% -56 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,939 shares 5,939 $290K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,029 shares; 2026Q1: 2,029 shares 2,029 $289K 0.03% 0 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,610 shares 13,610 $287K 0.03% new Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,874 shares; 2025Q4: 7,874 shares; 2026Q1: 7,874 shares 7,874 $285K 0.03% 0 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: 1,106 shares; 2024Q4: 1,106 shares; 2025Q1: 1,064 shares; 2025Q2: 902 shares; 2025Q3: 892 shares; 2025Q4: 892 shares; 2026Q1: 892 shares 892 $270K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 1,652 shares; 2025Q2: 1,674 shares; 2025Q3: 1,062 shares; 2025Q4: 583 shares; 2026Q1: 623 shares 623 $268K 0.03% +40 Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,350 shares; 2026Q1: 13,941 shares 13,941 $267K 0.03% -1,409 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 771 shares 771 $261K 0.03% new Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,994 shares 6,994 $256K 0.03% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,765 shares; 2024Q4: 28,733 shares; 2025Q1: 11,809 shares; 2025Q2: 11,444 shares; 2025Q3: 10,417 shares; 2025Q4: 9,792 shares; 2026Q1: 5,143 shares 5,143 $254K 0.03% -4,649 Timeline EMBX VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,038 shares 5,038 $252K 0.03% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,538 shares; 2024Q4: 3,474 shares; 2025Q1: 1,524 shares; 2025Q2: 1,524 shares; 2025Q3: 1,359 shares; 2025Q4: 2,398 shares; 2026Q1: 1,842 shares 1,842 $245K 0.03% -556 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,171 shares 3,171 $245K 0.03% new 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: 2,160 shares; 2024Q4: 2,160 shares; 2025Q1: 2,160 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,160 shares; 2026Q1: 2,160 shares 2,160 $244K 0.03% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,100 shares; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 885 shares; 2026Q1: 885 shares 885 $241K 0.03% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,119 shares 8,119 $235K 0.03% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 6,820 shares; 2025Q1: 2,482 shares; 2025Q2: 1,892 shares; 2025Q3: 1,753 shares; 2025Q4: 1,648 shares; 2026Q1: 1,346 shares 1,346 $218K 0.02% -302 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 834 shares 834 $215K 0.02% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,880 shares; 2024Q4: 16,024 shares; 2025Q1: 5,534 shares; 2025Q2: 4,354 shares; 2025Q3: 3,692 shares; 2025Q4: 3,692 shares; 2026Q1: 2,495 shares 2,495 $211K 0.02% -1,197 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 427 shares 427 $202K 0.02% new Timeline