AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,868 shares; 2025Q1: 57,380 shares; 2025Q2: 56,808 shares; 2025Q3: 55,260 shares; 2025Q4: 54,485 shares; 2026Q1: 51,948 shares 51,948 $22M 4.18% -2,537 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,710 shares; 2025Q1: 40,555 shares; 2025Q2: 40,475 shares; 2025Q3: 39,536 shares; 2025Q4: 38,968 shares; 2026Q1: 39,017 shares 39,017 $19.5M 3.71% +49 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,242 shares; 2025Q1: 62,519 shares; 2025Q2: 61,566 shares; 2025Q3: 59,398 shares; 2025Q4: 58,549 shares; 2026Q1: 58,640 shares 58,640 $16M 3.05% +91 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 155,814 shares; 2025Q1: 155,839 shares; 2025Q2: 156,169 shares; 2025Q3: 151,129 shares; 2025Q4: 151,564 shares; 2026Q1: 153,149 shares 153,149 $14.6M 2.78% +1,585 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,547 shares; 2025Q1: 16,299 shares; 2025Q2: 16,292 shares; 2025Q3: 16,023 shares; 2025Q4: 15,799 shares; 2026Q1: 15,310 shares 15,310 $14.1M 2.69% -489 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,535 shares; 2025Q1: 47,182 shares; 2025Q2: 47,002 shares; 2025Q3: 42,602 shares; 2025Q4: 42,287 shares; 2026Q1: 43,802 shares 43,802 $13.7M 2.61% +1,515 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,402 shares; 2025Q1: 46,591 shares; 2025Q2: 46,826 shares; 2025Q3: 44,210 shares; 2025Q4: 44,152 shares; 2026Q1: 39,580 shares 39,580 $13.4M 2.55% -4,572 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,745 shares; 2025Q1: 29,245 shares; 2025Q2: 29,167 shares; 2025Q3: 28,228 shares; 2025Q4: 28,168 shares; 2026Q1: 27,935 shares 27,935 $12.1M 2.3% -233 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,540 shares; 2025Q1: 46,340 shares; 2025Q2: 45,920 shares; 2025Q3: 44,850 shares; 2025Q4: 43,702 shares; 2026Q1: 43,702 shares 43,702 $11.6M 2.21% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,957 shares; 2025Q1: 49,723 shares; 2025Q2: 54,466 shares; 2025Q3: 41,566 shares; 2025Q4: 41,510 shares; 2026Q1: 42,056 shares 42,056 $10.7M 2.05% +546 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,990 shares; 2025Q1: 44,028 shares; 2025Q2: 44,233 shares; 2025Q3: 43,768 shares; 2025Q4: 43,395 shares; 2026Q1: 43,381 shares 43,381 $8.78M 1.67% -14 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,491 shares; 2025Q1: 28,309 shares; 2025Q2: 28,173 shares; 2025Q3: 27,523 shares; 2025Q4: 27,318 shares; 2026Q1: 28,181 shares 28,181 $8.77M 1.67% +863 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,551 shares; 2025Q1: 25,391 shares; 2025Q2: 25,341 shares; 2025Q3: 23,926 shares; 2025Q4: 23,256 shares; 2026Q1: 23,297 shares 23,297 $8.16M 1.56% +41 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,412 shares; 2025Q1: 18,102 shares; 2025Q2: 17,102 shares; 2025Q3: 17,072 shares; 2025Q4: 16,722 shares; 2026Q1: 16,559 shares 16,559 $7.93M 1.51% -163 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,412 shares; 2025Q1: 51,132 shares; 2025Q2: 51,357 shares; 2025Q3: 49,995 shares; 2025Q4: 49,150 shares; 2026Q1: 49,643 shares 49,643 $7.42M 1.41% +493 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,592 shares; 2025Q1: 31,592 shares; 2025Q2: 30,835 shares; 2025Q3: 29,412 shares; 2025Q4: 29,362 shares; 2026Q1: 29,277 shares 29,277 $6.63M 1.26% -85 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,151 shares; 2025Q1: 21,111 shares; 2025Q2: 21,201 shares; 2025Q3: 19,924 shares; 2025Q4: 19,837 shares; 2026Q1: 19,247 shares 19,247 $6.53M 1.24% -590 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,901 shares; 2025Q1: 6,612 shares; 2025Q2: 6,639 shares; 2025Q3: 6,554 shares; 2025Q4: 6,467 shares; 2026Q1: 6,492 shares 6,492 $6.52M 1.24% +25 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,297 shares; 2025Q1: 18,621 shares; 2025Q2: 18,635 shares; 2025Q3: 18,358 shares; 2025Q4: 18,301 shares; 2026Q1: 18,949 shares 18,949 $6.43M 1.23% +648 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,072 shares; 2025Q1: 87,094 shares; 2025Q2: 86,404 shares; 2025Q3: 80,828 shares; 2025Q4: 80,577 shares; 2026Q1: 82,057 shares 82,057 $6.39M 1.22% +1,480 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,027 shares; 2025Q1: 8,778 shares; 2025Q2: 8,797 shares; 2025Q3: 8,778 shares; 2025Q4: 8,637 shares; 2026Q1: 8,654 shares 8,654 $5.84M 1.11% +17 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,881 shares; 2025Q1: 40,491 shares; 2025Q2: 40,151 shares; 2025Q3: 38,930 shares; 2025Q4: 38,911 shares; 2026Q1: 38,964 shares 38,964 $5.77M 1.1% +53 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,701 shares; 2025Q1: 30,221 shares; 2025Q2: 30,664 shares; 2025Q3: 30,250 shares; 2025Q4: 30,193 shares; 2026Q1: 31,311 shares 31,311 $5.66M 1.08% +1,118 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,834 shares; 2025Q1: 30,227 shares; 2025Q2: 30,197 shares; 2025Q3: 30,100 shares; 2025Q4: 28,770 shares; 2026Q1: 28,855 shares 28,855 $5.38M 1.02% +85 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,999 shares; 2025Q1: 24,811 shares; 2025Q2: 24,751 shares; 2025Q3: 24,164 shares; 2025Q4: 23,823 shares; 2026Q1: 23,972 shares 23,972 $4.53M 0.86% +149 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,496 shares; 2025Q1: 27,227 shares; 2025Q2: 29,605 shares; 2025Q3: 28,486 shares; 2025Q4: 28,319 shares; 2026Q1: 28,303 shares 28,303 $4.5M 0.86% -16 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,175 shares; 2025Q1: 25,175 shares; 2025Q2: 25,025 shares; 2025Q3: 24,875 shares; 2025Q4: 23,075 shares; 2026Q1: 23,075 shares 23,075 $4.37M 0.83% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,019 shares; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,010 shares; 2025Q4: 968 shares; 2026Q1: 24,270 shares 24,270 $4.35M 0.83% +23,302 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,365 shares; 2025Q1: 4,325 shares; 2025Q2: 4,201 shares; 2025Q3: 4,129 shares; 2025Q4: 4,084 shares; 2026Q1: 4,096 shares 4,096 $4.35M 0.83% +12 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,499 shares; 2025Q1: 14,748 shares; 2025Q2: 14,828 shares; 2025Q3: 14,593 shares; 2025Q4: 16,372 shares; 2026Q1: 18,673 shares 18,673 $4.25M 0.81% +2,301 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,584 shares; 2025Q1: 5,909 shares; 2025Q2: 6,116 shares; 2025Q3: 5,838 shares; 2025Q4: 5,879 shares; 2026Q1: 5,899 shares 5,899 $4.21M 0.8% +20 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,417 shares; 2025Q1: 76,347 shares; 2025Q2: 76,472 shares; 2025Q3: 76,086 shares; 2025Q4: 76,848 shares; 2026Q1: 77,268 shares 77,268 $4.1M 0.78% +420 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,740 shares; 2025Q1: 12,730 shares; 2025Q2: 11,980 shares; 2025Q3: 11,480 shares; 2025Q4: 10,480 shares; 2026Q1: 10,480 shares 10,480 $4.08M 0.78% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,003 shares; 2025Q1: 12,395 shares; 2025Q2: 12,070 shares; 2025Q3: 13,989 shares; 2025Q4: 13,509 shares; 2026Q1: 21,178 shares 21,178 $3.84M 0.73% +7,669 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,125 shares; 2025Q1: 18,297 shares; 2025Q2: 18,303 shares; 2025Q3: 21,817 shares; 2025Q4: 21,429 shares; 2026Q1: 21,575 shares 21,575 $3.83M 0.73% +146 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,500 shares; 2025Q1: 7,445 shares; 2025Q2: 7,390 shares; 2025Q3: 7,262 shares; 2025Q4: 7,277 shares; 2026Q1: 7,351 shares 7,351 $3.78M 0.72% +74 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,818 shares; 2025Q1: 14,798 shares; 2025Q2: 14,428 shares; 2025Q3: 13,688 shares; 2025Q4: 13,638 shares; 2026Q1: 13,528 shares 13,528 $3.74M 0.71% -110 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,275 shares; 2025Q1: 6,725 shares; 2025Q2: 8,665 shares; 2025Q3: 9,234 shares; 2025Q4: 8,894 shares; 2026Q1: 9,012 shares 9,012 $3.68M 0.7% +118 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,343 shares; 2025Q1: 9,306 shares; 2025Q2: 9,326 shares; 2025Q3: 9,310 shares; 2025Q4: 9,326 shares; 2026Q1: 9,349 shares 9,349 $3.62M 0.69% +23 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,480 shares; 2025Q1: 40,675 shares; 2025Q2: 45,665 shares; 2025Q3: 48,540 shares; 2025Q4: 46,736 shares; 2026Q1: 47,461 shares 47,461 $3.59M 0.68% +725 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,925 shares; 2025Q1: 17,850 shares; 2025Q2: 12,250 shares; 2025Q3: 11,925 shares; 2025Q4: 11,425 shares; 2026Q1: 11,425 shares 11,425 $3.49M 0.66% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,650 shares; 2026Q1: 34,136 shares 34,136 $3.42M 0.65% +22,486 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,858 shares; 2025Q1: 11,816 shares; 2025Q2: 11,765 shares; 2025Q3: 9,781 shares; 2025Q4: 9,706 shares; 2026Q1: 9,666 shares 9,666 $3.42M 0.65% -40 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,715 shares; 2025Q1: 33,375 shares; 2025Q2: 72,120 shares; 2025Q3: 74,015 shares; 2025Q4: 70,910 shares; 2026Q1: 71,205 shares 71,205 $3.4M 0.65% +295 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,180 shares; 2026Q1: 108,140 shares 108,140 $3.29M 0.63% +47,960 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,295 shares; 2025Q1: 5,062 shares; 2025Q2: 5,062 shares; 2025Q3: 4,844 shares; 2025Q4: 4,834 shares; 2026Q1: 4,534 shares 4,534 $3.22M 0.61% -300 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,738 shares; 2025Q1: 13,254 shares; 2025Q2: 12,733 shares; 2025Q3: 13,898 shares; 2025Q4: 16,448 shares; 2026Q1: 19,628 shares 19,628 $3.11M 0.59% +3,180 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,285 shares; 2025Q1: 5,285 shares; 2025Q2: 5,258 shares; 2025Q3: 6,131 shares; 2025Q4: 5,864 shares; 2026Q1: 6,987 shares 6,987 $3.09M 0.59% +1,123 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: restricted; 2024Q4: 12,949 shares; 2025Q1: 14,396 shares; 2025Q2: 14,360 shares; 2025Q3: 13,432 shares; 2025Q4: 11,512 shares; 2026Q1: 11,499 shares 11,499 $2.96M 0.56% -13 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,701 shares; 2025Q1: 18,421 shares; 2025Q2: 17,271 shares; 2025Q3: 16,021 shares; 2025Q4: 15,271 shares; 2026Q1: 15,271 shares 15,271 $2.86M 0.55% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,075 shares; 2025Q1: 18,437 shares; 2025Q2: 17,058 shares; 2025Q3: 13,190 shares; 2025Q4: 12,836 shares; 2026Q1: 12,798 shares 12,798 $2.82M 0.54% -38 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,556 shares; 2025Q1: 12,456 shares; 2025Q2: 12,456 shares; 2025Q3: 12,366 shares; 2025Q4: 12,200 shares; 2026Q1: 12,175 shares 12,175 $2.73M 0.52% -25 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,763 shares; 2025Q1: 19,673 shares; 2025Q2: 21,119 shares; 2025Q3: 18,016 shares; 2025Q4: 18,774 shares; 2026Q1: 19,369 shares 19,369 $2.63M 0.5% +595 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,242 shares; 2025Q1: 6,222 shares; 2025Q2: 6,367 shares; 2025Q3: 6,181 shares; 2025Q4: 5,933 shares; 2026Q1: 5,994 shares 5,994 $2.62M 0.5% +61 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,638 shares; 2025Q1: 17,673 shares; 2025Q2: 17,328 shares; 2025Q3: 17,705 shares; 2025Q4: 17,755 shares; 2026Q1: 17,365 shares 17,365 $2.56M 0.49% -390 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,860 shares; 2025Q1: 32,280 shares; 2025Q2: 32,280 shares; 2025Q3: 28,120 shares; 2025Q4: 29,093 shares; 2026Q1: 28,030 shares 28,030 $2.48M 0.47% -1,063 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,179 shares; 2025Q1: 27,799 shares; 2025Q2: 28,574 shares; 2025Q3: 27,496 shares; 2025Q4: 27,323 shares; 2026Q1: 27,249 shares 27,249 $2.45M 0.47% -74 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,290 shares; 2025Q1: 1,291 shares; 2025Q2: 1,292 shares; 2025Q3: 1,281 shares; 2025Q4: 1,290 shares; 2026Q1: 1,291 shares 1,291 $2.4M 0.46% +1 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,635 shares; 2025Q3: 9,664 shares; 2025Q4: 12,878 shares; 2026Q1: 12,993 shares 12,993 $2.38M 0.45% +115 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,379 shares; 2025Q1: 5,921 shares; 2025Q2: 5,791 shares; 2025Q3: 5,030 shares; 2025Q4: 5,080 shares; 2026Q1: 5,295 shares 5,295 $2.3M 0.44% +215 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,927 shares; 2025Q1: 4,927 shares; 2025Q2: 4,927 shares; 2025Q3: 4,927 shares; 2025Q4: 4,927 shares; 2026Q1: 27,726 shares 27,726 $2.3M 0.44% +22,799 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,585 shares; 2025Q1: 54,835 shares; 2025Q2: 54,835 shares; 2025Q3: 50,260 shares; 2025Q4: 50,525 shares; 2026Q1: 50,475 shares 50,475 $2.3M 0.44% -50 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,836 shares; 2025Q1: 6,686 shares; 2025Q2: 6,686 shares; 2025Q3: 6,686 shares; 2025Q4: 6,686 shares; 2026Q1: 6,686 shares 6,686 $2.25M 0.43% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,605 shares; 2025Q1: 32,030 shares; 2025Q2: 32,374 shares; 2025Q3: 30,975 shares; 2025Q4: 30,980 shares; 2026Q1: 30,895 shares 30,895 $2.24M 0.43% -85 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,960 shares; 2025Q1: 2,840 shares; 2025Q2: 2,658 shares; 2025Q3: 2,372 shares; 2025Q4: 1,977 shares; 2026Q1: 1,986 shares 1,986 $2.19M 0.42% +9 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,120 shares; 2025Q1: 17,180 shares; 2025Q2: 17,135 shares; 2025Q3: 16,180 shares; 2025Q4: 14,935 shares; 2026Q1: 15,075 shares 15,075 $2.18M 0.42% +140 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,690 shares; 2025Q1: 35,390 shares; 2025Q2: 35,390 shares; 2025Q3: 34,640 shares; 2025Q4: 33,390 shares; 2026Q1: 33,340 shares 33,340 $2.15M 0.41% -50 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,443 shares; 2025Q1: 15,526 shares; 2025Q2: 15,474 shares; 2025Q3: 14,544 shares; 2025Q4: 13,654 shares; 2026Q1: 20,566 shares 20,566 $2.14M 0.41% +6,912 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,195 shares; 2026Q1: 114,625 shares 114,625 $2.08M 0.4% +89,430 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,490 shares; 2025Q1: 49,325 shares; 2025Q2: 49,185 shares; 2025Q3: 45,745 shares; 2025Q4: 44,445 shares; 2026Q1: 44,970 shares 44,970 $2.03M 0.39% +525 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,740 shares; 2025Q3: 4,655 shares; 2025Q4: 4,655 shares; 2026Q1: 4,655 shares 4,655 $1.87M 0.36% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,744 shares 6,744 $1.87M 0.36% new Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150,030 shares; 2025Q1: not reported; 2025Q2: 107,415 shares; 2025Q3: 100,265 shares; 2025Q4: 96,620 shares; 2026Q1: 88,045 shares 88,045 $1.81M 0.34% -8,575 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,400 shares; 2025Q1: 5,905 shares; 2025Q2: 5,483 shares; 2025Q3: 5,006 shares; 2025Q4: 5,113 shares; 2026Q1: 5,026 shares 5,026 $1.77M 0.34% -87 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,255 shares; 2025Q2: 14,580 shares; 2025Q3: 13,800 shares; 2025Q4: 12,990 shares; 2026Q1: 13,300 shares 13,300 $1.76M 0.33% +310 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,025 shares; 2025Q1: 13,975 shares; 2025Q2: 12,405 shares; 2025Q3: 12,235 shares; 2025Q4: 12,135 shares; 2026Q1: 12,085 shares 12,085 $1.69M 0.32% -50 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,910 shares; 2025Q1: 19,285 shares; 2025Q2: 19,285 shares; 2025Q3: 17,285 shares; 2025Q4: 16,515 shares; 2026Q1: 16,515 shares 16,515 $1.68M 0.32% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,050 shares; 2025Q1: 8,150 shares; 2025Q2: 11,195 shares; 2025Q3: 13,390 shares; 2025Q4: 21,815 shares; 2026Q1: 33,185 shares 33,185 $1.66M 0.32% +11,370 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,009 shares; 2025Q1: 14,170 shares; 2025Q2: 13,711 shares; 2025Q3: 13,433 shares; 2025Q4: 13,433 shares; 2026Q1: 14,454 shares 14,454 $1.63M 0.31% +1,021 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: restricted; 2024Q4: 8,135 shares; 2025Q1: 8,705 shares; 2025Q2: 8,525 shares; 2025Q3: 8,482 shares; 2025Q4: 8,013 shares; 2026Q1: 8,231 shares 8,231 $1.62M 0.31% +218 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,066 shares; 2025Q1: 24,066 shares; 2025Q2: 23,066 shares; 2025Q3: 22,306 shares; 2025Q4: 22,306 shares; 2026Q1: 22,306 shares 22,306 $1.61M 0.31% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,415 shares; 2025Q1: 7,315 shares; 2025Q2: 7,315 shares; 2025Q3: 7,281 shares; 2025Q4: 7,246 shares; 2026Q1: 7,211 shares 7,211 $1.57M 0.3% -35 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,625 shares; 2025Q1: 7,595 shares; 2025Q2: 7,535 shares; 2025Q3: 7,405 shares; 2025Q4: 7,405 shares; 2026Q1: 7,330 shares 7,330 $1.51M 0.29% -75 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,720 shares; 2026Q1: 32,315 shares 32,315 $1.43M 0.27% +595 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,558 shares; 2025Q1: 9,558 shares; 2025Q2: 9,408 shares; 2025Q3: 9,028 shares; 2025Q4: 8,878 shares; 2026Q1: 8,878 shares 8,878 $1.4M 0.27% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,263 shares; 2025Q1: 5,383 shares; 2025Q2: 5,103 shares; 2025Q3: 5,021 shares; 2025Q4: 5,021 shares; 2026Q1: 5,851 shares 5,851 $1.32M 0.25% +830 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 123,595 shares; 2025Q2: 123,435 shares; 2025Q3: 116,505 shares; 2025Q4: 110,965 shares; 2026Q1: 112,040 shares 112,040 $1.32M 0.25% +1,075 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,325 shares; 2025Q1: 95,070 shares; 2025Q2: 94,215 shares; 2025Q3: 92,395 shares; 2025Q4: 87,595 shares; 2026Q1: 87,235 shares 87,235 $1.3M 0.25% -360 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,004 shares; 2025Q1: 8,004 shares; 2025Q2: 8,004 shares; 2025Q3: 8,004 shares; 2025Q4: 8,004 shares; 2026Q1: 7,994 shares 7,994 $1.29M 0.25% -10 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,930 shares; 2025Q1: 46,520 shares; 2025Q2: 46,520 shares; 2025Q3: 42,545 shares; 2025Q4: 40,050 shares; 2026Q1: 40,590 shares 40,590 $1.29M 0.25% +540 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,555 shares; 2025Q4: 15,565 shares; 2026Q1: 15,885 shares 15,885 $1.28M 0.24% +320 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,960 shares; 2025Q1: 15,570 shares; 2025Q2: 15,180 shares; 2025Q3: 16,700 shares; 2025Q4: 15,825 shares; 2026Q1: 15,770 shares 15,770 $1.26M 0.24% -55 Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,775 shares; 2026Q1: 20,305 shares 20,305 $1.25M 0.24% +530 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,566 shares; 2025Q1: 3,566 shares; 2025Q2: 3,566 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100 $1.25M 0.24% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,115 shares; 2025Q1: not reported; 2025Q2: 4,575 shares; 2025Q3: 6,960 shares; 2025Q4: 6,760 shares; 2026Q1: 6,430 shares 6,430 $1.25M 0.24% -330 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 955 shares; 2025Q1: 1,098 shares; 2025Q2: 1,048 shares; 2025Q3: 976 shares; 2025Q4: 856 shares; 2026Q1: 854 shares 854 $1.23M 0.23% -2 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,100 shares 26,100 $1.23M 0.23% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,688 shares; 2025Q1: 3,688 shares; 2025Q2: 3,657 shares; 2025Q3: 3,421 shares; 2025Q4: 3,421 shares; 2026Q1: 3,416 shares 3,416 $1.11M 0.21% -5 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,360 shares 20,360 $1.1M 0.21% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,055 shares; 2025Q1: 10,055 shares; 2025Q2: 10,055 shares; 2025Q3: 10,055 shares; 2025Q4: 10,055 shares; 2026Q1: 10,055 shares 10,055 $1.1M 0.21% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,943 shares; 2025Q1: 1,943 shares; 2025Q2: 1,943 shares; 2025Q3: 1,943 shares; 2025Q4: 1,938 shares; 2026Q1: 1,968 shares 1,968 $1.09M 0.21% +30 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,807 shares; 2025Q1: 65,177 shares; 2025Q2: 65,732 shares; 2025Q3: 61,840 shares; 2025Q4: 63,450 shares; 2026Q1: 62,005 shares 62,005 $1.08M 0.21% -1,445 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,310 shares; 2025Q1: 2,295 shares; 2025Q2: 2,263 shares; 2025Q3: 2,208 shares; 2025Q4: 2,161 shares; 2026Q1: 2,161 shares 2,161 $1.07M 0.2% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,170 shares; 2025Q1: 7,945 shares; 2025Q2: 7,945 shares; 2025Q3: 7,945 shares; 2025Q4: 7,945 shares; 2026Q1: 7,945 shares 7,945 $1.04M 0.2% 0 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,727 shares; 2025Q1: 61,437 shares; 2025Q2: 60,047 shares; 2025Q3: 58,562 shares; 2025Q4: 57,827 shares; 2026Q1: 57,827 shares 57,827 $1.03M 0.2% 0 Timeline GILT GILAT SATELLITE NETWORKS LTD More: the full row for GILAT SATELLITE NETWORKS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,890 shares 52,890 $994K 0.19% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,359 shares; 2025Q1: 7,433 shares; 2025Q2: 7,433 shares; 2025Q3: 7,388 shares; 2025Q4: 6,338 shares; 2026Q1: 6,858 shares 6,858 $980K 0.19% +520 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,105 shares; 2025Q1: 7,105 shares; 2025Q2: 7,105 shares; 2025Q3: 7,105 shares; 2025Q4: 7,105 shares; 2026Q1: 7,105 shares 7,105 $972K 0.19% 0 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: restricted; 2024Q4: not reported; 2025Q1: 12,355 shares; 2025Q2: 23,075 shares; 2025Q3: 21,045 shares; 2025Q4: 20,215 shares; 2026Q1: 20,930 shares 20,930 $971K 0.18% +715 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,882 shares; 2025Q1: 3,757 shares; 2025Q2: 3,642 shares; 2025Q3: 3,612 shares; 2025Q4: 3,692 shares; 2026Q1: 3,677 shares 3,677 $970K 0.18% -15 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,794 shares; 2025Q1: 3,697 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $962K 0.18% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,150 shares; 2025Q1: 6,150 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares; 2026Q1: 6,150 shares 6,150 $957K 0.18% 0 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: restricted; 2024Q4: 2,987 shares; 2025Q1: 2,962 shares; 2025Q2: 3,273 shares; 2025Q3: 3,318 shares; 2025Q4: 3,318 shares; 2026Q1: 3,313 shares 3,313 $951K 0.18% -5 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 855 shares; 2025Q2: 1,375 shares; 2025Q3: 1,294 shares; 2025Q4: 1,199 shares; 2026Q1: 1,204 shares 1,204 $943K 0.18% +5 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,810 shares; 2025Q1: 29,950 shares; 2025Q2: 29,670 shares; 2025Q3: 27,745 shares; 2025Q4: 26,460 shares; 2026Q1: 26,830 shares 26,830 $930K 0.18% +370 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,030 shares; 2025Q1: 2,030 shares; 2025Q2: 2,020 shares; 2025Q3: 1,965 shares; 2025Q4: 1,825 shares; 2026Q1: 1,765 shares 1,765 $923K 0.18% -60 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,200 shares 7,200 $906K 0.17% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,680 shares; 2025Q3: 12,455 shares; 2025Q4: 12,270 shares; 2026Q1: 12,660 shares 12,660 $904K 0.17% +390 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,130 shares; 2025Q1: 1,050 shares; 2025Q2: 990 shares; 2025Q3: 966 shares; 2025Q4: 966 shares; 2026Q1: 966 shares 966 $903K 0.17% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,542 shares; 2025Q1: 3,472 shares; 2025Q2: 3,322 shares; 2025Q3: 3,292 shares; 2025Q4: 2,542 shares; 2026Q1: 2,942 shares 2,942 $883K 0.17% +400 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,316 shares; 2025Q1: 1,306 shares; 2025Q2: 1,306 shares; 2025Q3: 950 shares; 2025Q4: 9,595 shares; 2026Q1: 9,465 shares 9,465 $883K 0.17% -130 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,406 shares; 2025Q1: 1,506 shares; 2025Q2: 1,506 shares; 2025Q3: 1,264 shares; 2025Q4: 1,264 shares; 2026Q1: 1,864 shares 1,864 $868K 0.17% +600 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,136 shares; 2025Q1: 6,136 shares; 2025Q2: 6,136 shares; 2025Q3: 6,039 shares; 2025Q4: 6,039 shares; 2026Q1: 6,036 shares 6,036 $862K 0.16% -3 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,120 shares; 2025Q1: 6,120 shares; 2025Q2: 6,120 shares; 2025Q3: 6,080 shares; 2025Q4: 6,080 shares; 2026Q1: 6,080 shares 6,080 $858K 0.16% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,659 shares 1,659 $850K 0.16% new Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 3,045 shares; 2025Q4: 3,010 shares; 2026Q1: 3,010 shares 3,010 $849K 0.16% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,728 shares; 2025Q1: 5,563 shares; 2025Q2: 5,563 shares; 2025Q3: 5,503 shares; 2025Q4: 4,778 shares; 2026Q1: 4,838 shares 4,838 $844K 0.16% +60 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,065 shares 8,065 $842K 0.16% new Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,440 shares 15,440 $836K 0.16% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 235 shares; 2026Q1: 484 shares 484 $835K 0.16% +249 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,610 shares; 2025Q1: 6,540 shares; 2025Q2: 6,525 shares; 2025Q3: 6,550 shares; 2025Q4: 6,250 shares; 2026Q1: 6,250 shares 6,250 $825K 0.16% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,205 shares; 2025Q1: 11,205 shares; 2025Q2: 11,205 shares; 2025Q3: 11,005 shares; 2025Q4: 11,005 shares; 2026Q1: 10,970 shares 10,970 $816K 0.16% -35 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,267 shares; 2025Q1: 4,155 shares; 2025Q2: 4,137 shares; 2025Q3: 4,065 shares; 2025Q4: 4,065 shares; 2026Q1: 4,023 shares 4,023 $811K 0.15% -42 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,790 shares; 2025Q1: 14,790 shares; 2025Q2: 14,790 shares; 2025Q3: 14,790 shares; 2025Q4: 14,790 shares; 2026Q1: 14,790 shares 14,790 $810K 0.15% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,525 shares; 2025Q1: 13,830 shares; 2025Q2: 12,875 shares; 2025Q3: 12,370 shares; 2025Q4: 11,615 shares; 2026Q1: 11,615 shares 11,615 $808K 0.15% 0 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,235 shares; 2025Q1: 18,325 shares; 2025Q2: 22,665 shares; 2025Q3: 12,440 shares; 2025Q4: 16,115 shares; 2026Q1: 18,840 shares 18,840 $796K 0.15% +2,725 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,776 shares; 2025Q1: 7,776 shares; 2025Q2: 7,776 shares; 2025Q3: 7,786 shares; 2025Q4: 7,776 shares; 2026Q1: 8,376 shares 8,376 $768K 0.15% +600 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,464 shares; 2025Q1: 3,464 shares; 2025Q2: 3,392 shares; 2025Q3: 3,357 shares; 2025Q4: 3,357 shares; 2026Q1: 3,367 shares 3,367 $760K 0.14% +10 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 775 shares 775 $759K 0.14% new Timeline INTR INTER & CO INC More: the full row for INTER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,550 shares; 2025Q3: 52,665 shares; 2025Q4: 85,680 shares; 2026Q1: 92,515 shares 92,515 $751K 0.14% +6,835 Timeline PAGS PAGSEGURO DIGITAL LTD More: the full row for PAGSEGURO DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,710 shares; 2025Q1: 75,120 shares; 2025Q2: 74,885 shares; 2025Q3: 70,290 shares; 2025Q4: 67,720 shares; 2026Q1: 69,325 shares 69,325 $746K 0.14% +1,605 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,885 shares 38,885 $745K 0.14% new Timeline TBBB BBB FOODS INC More: the full row for BBB FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,350 shares; 2025Q4: 18,550 shares; 2026Q1: 18,725 shares 18,725 $733K 0.14% +175 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,259 shares; 2025Q1: 3,106 shares; 2025Q2: 3,106 shares; 2025Q3: 3,165 shares; 2025Q4: 3,199 shares; 2026Q1: 3,627 shares 3,627 $727K 0.14% +428 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,390 shares; 2025Q1: 2,390 shares; 2025Q2: 2,390 shares; 2025Q3: 2,391 shares; 2025Q4: 2,391 shares; 2026Q1: 2,390 shares 2,390 $721K 0.14% -1 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,821 shares; 2025Q1: 2,821 shares; 2025Q2: 2,821 shares; 2025Q3: 2,821 shares; 2025Q4: 2,822 shares; 2026Q1: 2,876 shares 2,876 $717K 0.14% +54 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,315 shares; 2025Q4: not reported; 2026Q1: 31,480 shares 31,480 $714K 0.14% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,386 shares; 2025Q2: 2,321 shares; 2025Q3: 3,382 shares; 2025Q4: 3,316 shares; 2026Q1: 3,515 shares 3,515 $705K 0.13% +199 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,775 shares 7,775 $700K 0.13% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,296 shares 5,296 $692K 0.13% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,694 shares; 2025Q1: 11,244 shares; 2025Q2: 11,244 shares; 2025Q3: 11,244 shares; 2025Q4: 11,795 shares; 2026Q1: 11,712 shares 11,712 $688K 0.13% -83 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,350 shares 10,350 $685K 0.13% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,600 shares; 2025Q1: 4,125 shares; 2025Q2: 4,125 shares; 2025Q3: 4,128 shares; 2025Q4: 4,125 shares; 2026Q1: 3,900 shares 3,900 $681K 0.13% -225 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares 13,500 $681K 0.13% 0 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,452 shares; 2025Q1: 6,062 shares; 2025Q2: 5,962 shares; 2025Q3: 5,877 shares; 2025Q4: 5,827 shares; 2026Q1: 5,807 shares 5,807 $666K 0.13% -20 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,572 shares; 2025Q1: 7,472 shares; 2025Q2: 7,432 shares; 2025Q3: 8,887 shares; 2025Q4: 8,322 shares; 2026Q1: 8,072 shares 8,072 $664K 0.13% -250 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,984 shares; 2025Q1: 2,984 shares; 2025Q2: 2,984 shares; 2025Q3: 2,984 shares; 2025Q4: 2,984 shares; 2026Q1: 2,984 shares 2,984 $641K 0.12% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,240 shares 12,240 $627K 0.12% new Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,005 shares; 2026Q1: 9,835 shares 9,835 $620K 0.12% -170 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,879 shares; 2025Q1: 7,859 shares; 2025Q2: 7,859 shares; 2025Q3: 7,859 shares; 2025Q4: 7,859 shares; 2026Q1: 7,859 shares 7,859 $604K 0.12% 0 Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,500 shares; 2025Q4: 27,500 shares; 2026Q1: 40,700 shares 40,700 $602K 0.11% +13,200 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,065 shares; 2025Q1: 7,235 shares; 2025Q2: 7,160 shares; 2025Q3: 6,368 shares; 2025Q4: 6,693 shares; 2026Q1: 6,683 shares 6,683 $598K 0.11% -10 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,105 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,675 shares; 2026Q1: 2,360 shares 2,360 $597K 0.11% +685 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,263 shares; 2025Q1: 13,263 shares; 2025Q2: 13,263 shares; 2025Q3: 13,263 shares; 2025Q4: 13,263 shares; 2026Q1: 13,263 shares 13,263 $580K 0.11% 0 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17,095 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,570 shares 6,570 $571K 0.11% new Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,050 shares; 2025Q1: 11,950 shares; 2025Q2: 11,630 shares; 2025Q3: 11,455 shares; 2025Q4: 10,580 shares; 2026Q1: 10,830 shares 10,830 $570K 0.11% +250 Timeline IE IVANHOE ELECTRIC INC More: the full row for IVANHOE ELECTRIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,980 shares 36,980 $560K 0.11% new Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,085 shares; 2025Q1: 18,885 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,420 shares 17,420 $558K 0.11% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,235 shares; 2025Q1: 2,235 shares; 2025Q2: 2,235 shares; 2025Q3: 2,280 shares; 2025Q4: 2,235 shares; 2026Q1: 2,260 shares 2,260 $554K 0.11% +25 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,490 shares; 2025Q1: 80,790 shares; 2025Q2: 79,140 shares; 2025Q3: 73,235 shares; 2025Q4: 66,560 shares; 2026Q1: 66,560 shares 66,560 $550K 0.1% 0 Timeline FRMI FERMI INC More: the full row for FERMI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,320 shares 93,320 $547K 0.1% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,260 shares; 2025Q1: 5,260 shares; 2025Q2: 5,260 shares; 2025Q3: 5,260 shares; 2025Q4: 5,260 shares; 2026Q1: 5,260 shares 5,260 $546K 0.1% 0 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,065 shares; 2026Q1: 22,000 shares 22,000 $543K 0.1% +935 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,300 shares 8,300 $541K 0.1% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,654 shares 3,654 $538K 0.1% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,724 shares 2,724 $534K 0.1% new Timeline ORN ORION GROUP HLDGS INC More: the full row for ORION GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,850 shares 43,850 $532K 0.1% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,906 shares; 2025Q1: 5,756 shares; 2025Q2: 4,631 shares; 2025Q3: 4,631 shares; 2025Q4: 4,681 shares; 2026Q1: 4,431 shares 4,431 $529K 0.1% -250 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,456 shares; 2025Q1: 4,456 shares; 2025Q2: 2,546 shares; 2025Q3: 2,511 shares; 2025Q4: 2,536 shares; 2026Q1: 2,516 shares 2,516 $529K 0.1% -20 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,125 shares 13,125 $521K 0.1% new Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,425 shares 11,425 $517K 0.1% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,040 shares; 2025Q1: 5,194 shares; 2025Q2: 5,194 shares; 2025Q3: 5,194 shares; 2025Q4: 5,289 shares; 2026Q1: 5,689 shares 5,689 $511K 0.1% +400 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,225 shares; 2026Q1: 11,350 shares 11,350 $507K 0.1% +125 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,495 shares; 2025Q1: 2,175 shares; 2025Q2: 2,058 shares; 2025Q3: 1,998 shares; 2025Q4: 1,743 shares; 2026Q1: 1,713 shares 1,713 $499K 0.1% -30 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,325 shares; 2026Q1: 8,200 shares 8,200 $494K 0.09% +1,875 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,675 shares; 2025Q1: 122,235 shares; 2025Q2: 120,485 shares; 2025Q3: 116,275 shares; 2025Q4: 122,775 shares; 2026Q1: 121,425 shares 121,425 $493K 0.09% -1,350 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,245 shares 33,245 $486K 0.09% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,259 shares; 2025Q3: 5,681 shares; 2025Q4: 5,136 shares; 2026Q1: 5,134 shares 5,134 $474K 0.09% -2 Timeline IPI INTREPID POTASH INC More: the full row for INTREPID POTASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,430 shares 12,430 $469K 0.09% new Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,157 shares; 2025Q1: 22,682 shares; 2025Q2: 22,332 shares; 2025Q3: 22,032 shares; 2025Q4: 20,532 shares; 2026Q1: 20,132 shares 20,132 $465K 0.09% -400 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,610 shares; 2026Q1: 13,015 shares 13,015 $464K 0.09% +3,405 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,011 shares; 2025Q1: 2,011 shares; 2025Q2: 2,011 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares; 2026Q1: 1,935 shares 1,935 $457K 0.09% +40 Timeline WYFI WHITEFIBER INC More: the full row for WHITEFIBER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,405 shares 26,405 $456K 0.09% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,840 shares 7,840 $447K 0.09% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,106 shares 1,106 $446K 0.08% new Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,295 shares; 2025Q3: 4,405 shares; 2025Q4: 5,025 shares; 2026Q1: 6,170 shares 6,170 $444K 0.08% +1,145 Timeline ACLX ARCELLX INC More: the full row for ARCELLX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,825 shares; 2026Q1: 3,825 shares 3,825 $440K 0.08% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,010 shares; 2026Q1: 12,765 shares 12,765 $437K 0.08% -245 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,870 shares; 2025Q4: not reported; 2026Q1: 15,600 shares 15,600 $433K 0.08% new Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,315 shares 83,315 $432K 0.08% new Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,029 shares; 2025Q1: 6,029 shares; 2025Q2: 6,029 shares; 2025Q3: 6,029 shares; 2025Q4: 6,029 shares; 2026Q1: 6,029 shares 6,029 $432K 0.08% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,025 shares 6,025 $431K 0.08% new Timeline KC KINGSOFT CLOUD HLDGS LTD More: the full row for KINGSOFT CLOUD HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,900 shares 24,900 $429K 0.08% new Timeline LI LI AUTO INC More: the full row for LI AUTO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,845 shares 22,845 $426K 0.08% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,146 shares; 2025Q1: 1,096 shares; 2025Q2: 1,087 shares; 2025Q3: 971 shares; 2025Q4: 971 shares; 2026Q1: 1,221 shares 1,221 $422K 0.08% +250 Timeline COHU COHU INC More: the full row for COHU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,325 shares 9,325 $418K 0.08% new Timeline LXU LSB INDS INC More: the full row for LSB INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,595 shares 28,595 $413K 0.08% new Timeline ATAT ATOUR LIFESTYLE HLDGS LTD More: the full row for ATOUR LIFESTYLE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,550 shares; 2026Q1: 10,035 shares 10,035 $406K 0.08% +4,485 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,333 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,321 shares 1,321 $392K 0.07% -12 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,840 shares; 2025Q1: 3,550 shares; 2025Q2: 5,350 shares; 2025Q3: 5,620 shares; 2025Q4: 6,770 shares; 2026Q1: 4,745 shares 4,745 $392K 0.07% -2,025 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,980 shares; 2025Q3: 10,560 shares; 2025Q4: 10,025 shares; 2026Q1: 9,970 shares 9,970 $384K 0.07% -55 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: restricted; 2024Q4: 2,616 shares; 2025Q1: 8,631 shares; 2025Q2: 3,091 shares; 2025Q3: 2,047 shares; 2025Q4: 1,867 shares; 2026Q1: 1,892 shares 1,892 $383K 0.07% +25 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,795 shares; 2025Q1: 4,690 shares; 2025Q2: 4,355 shares; 2025Q3: 3,985 shares; 2025Q4: 3,810 shares; 2026Q1: 3,810 shares 3,810 $382K 0.07% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,834 shares; 2025Q1: 5,984 shares; 2025Q2: 5,984 shares; 2025Q3: 5,984 shares; 2025Q4: 5,984 shares; 2026Q1: 5,984 shares 5,984 $379K 0.07% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,735 shares 25,735 $378K 0.07% 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: restricted; 2024Q4: not reported; 2025Q1: 515 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 575 shares; 2026Q1: 575 shares 575 $377K 0.07% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,325 shares; 2026Q1: 15,175 shares 15,175 $373K 0.07% +5,850 Timeline HSAI HESAI GROUP More: the full row for HESAI GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,150 shares; 2025Q4: 17,200 shares; 2026Q1: 17,200 shares 17,200 $372K 0.07% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares 2,375 $352K 0.07% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,825 shares; 2025Q1: 13,825 shares; 2025Q2: 13,515 shares; 2025Q3: 13,185 shares; 2025Q4: 12,045 shares; 2026Q1: 11,995 shares 11,995 $341K 0.06% -50 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,550 shares 8,550 $337K 0.06% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 812 shares 812 $336K 0.06% +20 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 595 shares 595 $336K 0.06% 0 Timeline CEPU CENTRAL PUERTO S A More: the full row for CENTRAL PUERTO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 22,450 shares 22,450 $333K 0.06% +12,450 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,580 shares 3,580 $329K 0.06% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,135 shares; 2025Q3: 1,020 shares; 2025Q4: 940 shares; 2026Q1: 925 shares 925 $325K 0.06% -15 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 8,900 shares; 2025Q3: 8,900 shares; 2025Q4: 6,850 shares; 2026Q1: 6,400 shares 6,400 $323K 0.06% -450 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,294 shares; 2025Q1: 64,294 shares; 2025Q2: 60,194 shares; 2025Q3: 53,284 shares; 2025Q4: 48,759 shares; 2026Q1: 48,759 shares 48,759 $321K 0.06% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,047 shares; 2025Q1: 3,047 shares; 2025Q2: 3,010 shares; 2025Q3: 2,829 shares; 2025Q4: 2,829 shares; 2026Q1: 3,039 shares 3,039 $320K 0.06% +210 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: restricted; 2024Q4: 3,850 shares; 2025Q1: 3,850 shares; 2025Q2: 3,850 shares; 2025Q3: 3,525 shares; 2025Q4: 3,525 shares; 2026Q1: 3,525 shares 3,525 $309K 0.06% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,472 shares; 2025Q1: 2,472 shares; 2025Q2: 2,472 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares 2,375 $309K 0.06% 0 Timeline SKYY 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: restricted; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $305K 0.06% 0 Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,550 shares 16,550 $303K 0.06% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,058 shares; 2026Q1: 3,200 shares 3,200 $302K 0.06% +142 Timeline EQPT EQUIPMENTSHARE COM INC More: the full row for EQUIPMENTSHARE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,050 shares 14,050 $302K 0.06% new Timeline SNDX SYNDAX PHARMACEUTICALS INC More: the full row for SYNDAX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,650 shares 13,650 $301K 0.06% new Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,242 shares; 2025Q1: 3,242 shares; 2025Q2: 3,242 shares; 2025Q3: 3,242 shares; 2025Q4: 3,242 shares; 2026Q1: 3,242 shares 3,242 $297K 0.06% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,400 shares 1,400 $290K 0.06% -150 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 870 shares 870 $288K 0.05% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,175 shares; 2025Q1: 3,175 shares; 2025Q2: 3,175 shares; 2025Q3: 2,379 shares; 2025Q4: 2,424 shares; 2026Q1: 2,179 shares 2,179 $283K 0.05% -245 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,390 shares; 2025Q2: 7,255 shares; 2025Q3: 9,080 shares; 2025Q4: 7,905 shares; 2026Q1: 7,690 shares 7,690 $281K 0.05% -215 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,875 shares 1,875 $280K 0.05% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,915 shares; 2025Q3: 6,380 shares; 2025Q4: 5,730 shares; 2026Q1: 5,730 shares 5,730 $278K 0.05% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,010 shares; 2025Q3: 1,785 shares; 2025Q4: 1,640 shares; 2026Q1: 1,510 shares 1,510 $276K 0.05% -130 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,100 shares; 2025Q1: 24,050 shares; 2025Q2: 24,050 shares; 2025Q3: 21,450 shares; 2025Q4: 21,450 shares; 2026Q1: 21,450 shares 21,450 $275K 0.05% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,237 shares; 2025Q1: 1,237 shares; 2025Q2: 1,187 shares; 2025Q3: 1,187 shares; 2025Q4: 1,187 shares; 2026Q1: 1,187 shares 1,187 $275K 0.05% 0 Timeline KARO KAROOOOO LTD More: the full row for KAROOOOO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,650 shares; 2025Q4: 5,425 shares; 2026Q1: 5,375 shares 5,375 $269K 0.05% -50 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,232 shares 3,232 $263K 0.05% new Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,035 shares; 2025Q1: not reported; 2025Q2: 4,035 shares; 2025Q3: 3,935 shares; 2025Q4: 3,935 shares; 2026Q1: 3,860 shares 3,860 $260K 0.05% -75 Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,925 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $259K 0.05% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,150 shares; 2025Q2: 1,100 shares; 2025Q3: 870 shares; 2025Q4: 840 shares; 2026Q1: 825 shares 825 $257K 0.05% -15 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700 $254K 0.05% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 913 shares; 2025Q1: 913 shares; 2025Q2: 703 shares; 2025Q3: 703 shares; 2025Q4: 703 shares; 2026Q1: 703 shares 703 $252K 0.05% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,842 shares; 2025Q1: 7,447 shares; 2025Q2: 6,232 shares; 2025Q3: 6,241 shares; 2025Q4: 5,627 shares; 2026Q1: 5,379 shares 5,379 $246K 0.05% -248 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,324 shares; 2025Q1: 7,344 shares; 2025Q2: 6,700 shares; 2025Q3: 6,565 shares; 2025Q4: 6,595 shares; 2026Q1: 6,595 shares 6,595 $246K 0.05% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,441 shares; 2025Q4: 1,441 shares; 2026Q1: 1,590 shares 1,590 $241K 0.05% +149 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares; 2025Q4: 5,175 shares; 2026Q1: 5,175 shares 5,175 $239K 0.05% 0 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,110 shares 3,110 $239K 0.05% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,883 shares; 2025Q1: 9,883 shares; 2025Q2: 9,883 shares; 2025Q3: 9,883 shares; 2025Q4: 9,883 shares; 2026Q1: 9,883 shares 9,883 $239K 0.05% 0 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,575 shares 6,575 $238K 0.05% new Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,850 shares; 2026Q1: 17,850 shares 17,850 $237K 0.05% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,075 shares 1,075 $237K 0.05% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 753 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 503 shares; 2026Q1: 503 shares 503 $235K 0.04% 0 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: restricted; 2024Q4: not reported; 2025Q1: 2,045 shares; 2025Q2: 2,100 shares; 2025Q3: not reported; 2025Q4: 2,064 shares; 2026Q1: 2,325 shares 2,325 $232K 0.04% +261 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,399 shares; 2025Q1: 2,399 shares; 2025Q2: 2,326 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,326 shares 2,326 $231K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,670 shares 5,670 $228K 0.04% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 617 shares 617 $227K 0.04% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,450 shares; 2025Q4: 4,450 shares; 2026Q1: 4,450 shares 4,450 $225K 0.04% 0 Timeline OFRM ONCE UPON A FARM PBC More: the full row for ONCE UPON A FARM PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,300 shares 14,300 $217K 0.04% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,585 shares; 2025Q4: 1,585 shares; 2026Q1: 1,585 shares 1,585 $216K 0.04% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,502 shares 1,502 $212K 0.04% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,655 shares; 2025Q3: not reported; 2025Q4: 2,430 shares; 2026Q1: 2,430 shares 2,430 $212K 0.04% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,351 shares; 2025Q4: 1,351 shares; 2026Q1: 1,350 shares 1,350 $207K 0.04% -1 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,946 shares; 2025Q2: 2,821 shares; 2025Q3: 2,616 shares; 2025Q4: 2,366 shares; 2026Q1: 2,296 shares 2,296 $206K 0.04% -70 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 847 shares; 2025Q1: not reported; 2025Q2: 1,154 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 721 shares 721 $205K 0.04% new 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: restricted; 2024Q4: 11,985 shares; 2025Q1: 12,765 shares; 2025Q2: 12,645 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,465 shares 6,465 $204K 0.04% new Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,294 shares; 2025Q1: 34,299 shares; 2025Q2: 34,299 shares; 2025Q3: 25,117 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000 $153K 0.03% 0 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,118 shares; 2025Q1: 20,118 shares; 2025Q2: 20,118 shares; 2025Q3: 18,868 shares; 2025Q4: 16,818 shares; 2026Q1: 16,818 shares 16,818 $125K 0.02% 0 Timeline GOGO GOGO INC More: the full row for GOGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,500 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $44.3K 0.01% 0 Timeline TUYA TUYA INC More: the full row for TUYA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,825 shares 16,825 $40.4K 0.01% new Timeline