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: 743,150 shares; 2024Q4: 751,596 shares; 2025Q1: 774,474 shares; 2025Q2: 763,615 shares; 2025Q3: 760,075 shares; 2025Q4: 763,393 shares; 2026Q1: 770,559 shares 770,559 $247M 18.03% +7,166 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,106 shares; 2024Q4: 271,285 shares; 2025Q1: 270,555 shares; 2025Q2: 280,605 shares; 2025Q3: 280,432 shares; 2025Q4: 281,146 shares; 2026Q1: 277,678 shares 277,678 $166M 12.1% -3,468 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,451,908 shares; 2024Q4: 1,523,175 shares; 2025Q1: 1,565,232 shares; 2025Q2: 1,570,100 shares; 2025Q3: 1,578,450 shares; 2025Q4: 1,596,075 shares; 2026Q1: 1,585,811 shares 1,585,811 $137M 10.02% -10,264 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: 400,929 shares; 2024Q4: 400,823 shares; 2025Q1: 400,580 shares; 2025Q2: 400,505 shares; 2025Q3: 400,867 shares; 2025Q4: 400,971 shares; 2026Q1: 400,318 shares 400,318 $118M 8.59% -653 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,073,120 shares; 2024Q4: 1,147,477 shares; 2025Q1: 1,210,857 shares; 2025Q2: 1,236,615 shares; 2025Q3: 1,298,307 shares; 2025Q4: 1,391,168 shares; 2026Q1: 1,453,868 shares 1,453,868 $69.9M 5.1% +62,700 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843,127 shares; 2024Q4: 951,523 shares; 2025Q1: 1,032,627 shares; 2025Q2: 1,046,624 shares; 2025Q3: 1,038,667 shares; 2025Q4: 1,063,427 shares; 2026Q1: 1,066,749 shares 1,066,749 $52.2M 3.81% +3,322 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: 135,617 shares; 2024Q4: 136,107 shares; 2025Q1: 130,186 shares; 2025Q2: 131,131 shares; 2025Q3: 134,124 shares; 2025Q4: 134,792 shares; 2026Q1: 134,831 shares 134,831 $34.2M 2.5% +39 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405,776 shares; 2024Q4: 403,500 shares; 2025Q1: 402,827 shares; 2025Q2: 401,071 shares; 2025Q3: 394,612 shares; 2025Q4: 385,689 shares; 2026Q1: 383,406 shares 383,406 $29.6M 2.16% -2,283 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $25.9M 1.89% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 257,739 shares; 2025Q4: 310,054 shares; 2026Q1: 325,159 shares 325,159 $25.8M 1.88% +15,105 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,740 shares; 2024Q4: 186,739 shares; 2025Q1: 242,461 shares; 2025Q2: 282,278 shares; 2025Q3: 297,772 shares; 2025Q4: 329,788 shares; 2026Q1: 350,643 shares 350,643 $25.3M 1.84% +20,855 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: 31,416 shares; 2024Q4: 35,580 shares; 2025Q1: 31,491 shares; 2025Q2: 31,338 shares; 2025Q3: 31,522 shares; 2025Q4: 31,461 shares; 2026Q1: 31,453 shares 31,453 $20.5M 1.49% -8 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,283 shares; 2024Q4: 130,429 shares; 2025Q1: 130,429 shares; 2025Q2: 128,606 shares; 2025Q3: 128,606 shares; 2025Q4: 120,847 shares; 2026Q1: 117,628 shares 117,628 $17.4M 1.27% -3,219 Timeline SPSB 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: 566,242 shares; 2024Q4: 557,893 shares; 2025Q1: 564,336 shares; 2025Q2: 556,678 shares; 2025Q3: 556,678 shares; 2025Q4: 568,878 shares; 2026Q1: 578,912 shares 578,912 $17.4M 1.27% +10,034 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: 132,383 shares; 2024Q4: 132,319 shares; 2025Q1: 132,434 shares; 2025Q2: 132,434 shares; 2025Q3: 132,434 shares; 2025Q4: 132,434 shares; 2026Q1: 132,377 shares 132,377 $16.5M 1.2% -57 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: 26,339 shares; 2024Q4: 26,014 shares; 2025Q1: 25,759 shares; 2025Q2: 25,609 shares; 2025Q3: 25,395 shares; 2025Q4: 25,495 shares; 2026Q1: 25,160 shares 25,160 $16.4M 1.2% -335 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: 50,601 shares; 2024Q4: 50,661 shares; 2025Q1: 50,972 shares; 2025Q2: 53,930 shares; 2025Q3: 56,104 shares; 2025Q4: 56,756 shares; 2026Q1: 56,833 shares 56,833 $16.3M 1.19% +77 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: 190,102 shares; 2024Q4: 189,666 shares; 2025Q1: 189,796 shares; 2025Q2: 189,617 shares; 2025Q3: 188,777 shares; 2025Q4: 189,162 shares; 2026Q1: 189,217 shares 189,217 $12.8M 0.93% +55 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: 27,849 shares; 2024Q4: 27,714 shares; 2025Q1: 27,784 shares; 2025Q2: 27,784 shares; 2025Q3: 27,670 shares; 2025Q4: 27,637 shares; 2026Q1: 27,634 shares 27,634 $11.8M 0.86% -3 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: 126,014 shares; 2024Q4: 126,014 shares; 2025Q1: 126,014 shares; 2025Q2: 125,827 shares; 2025Q3: 125,827 shares; 2025Q4: 125,827 shares; 2026Q1: 125,739 shares 125,739 $11.4M 0.83% -88 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: 26,741 shares; 2024Q4: 27,504 shares; 2025Q1: 27,703 shares; 2025Q2: 26,937 shares; 2025Q3: 28,364 shares; 2025Q4: 27,082 shares; 2026Q1: 27,910 shares 27,910 $10.3M 0.75% +828 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: 42,557 shares; 2024Q4: 45,878 shares; 2025Q1: 47,469 shares; 2025Q2: 47,319 shares; 2025Q3: 55,965 shares; 2025Q4: 53,156 shares; 2026Q1: 53,864 shares 53,864 $9.39M 0.69% +708 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,880 shares; 2024Q4: 104,685 shares; 2025Q1: 107,985 shares; 2025Q2: 115,909 shares; 2025Q3: 116,362 shares; 2025Q4: 121,461 shares; 2026Q1: 123,006 shares 123,006 $8.75M 0.64% +1,545 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,231 shares; 2024Q4: 43,231 shares; 2025Q1: 43,231 shares; 2025Q2: 43,231 shares; 2025Q3: 43,281 shares; 2025Q4: 43,281 shares; 2026Q1: 43,281 shares 43,281 $8.49M 0.62% 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: 31,781 shares; 2024Q4: 31,836 shares; 2025Q1: 32,143 shares; 2025Q2: 34,951 shares; 2025Q3: 37,829 shares; 2025Q4: 38,462 shares; 2026Q1: 39,803 shares 39,803 $8.29M 0.6% +1,341 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 518,782 shares 518,782 $8.12M 0.59% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,179 shares; 2024Q4: 55,480 shares; 2025Q1: 55,429 shares; 2025Q2: 55,005 shares; 2025Q3: 54,996 shares; 2025Q4: 54,858 shares; 2026Q1: 55,978 shares 55,978 $7.97M 0.58% +1,120 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: 33,318 shares; 2024Q4: 33,318 shares; 2025Q1: 33,373 shares; 2025Q2: 33,232 shares; 2025Q3: 26,942 shares; 2025Q4: 26,836 shares; 2026Q1: 26,646 shares 26,646 $7.64M 0.56% -190 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,555 shares; 2024Q4: 140,555 shares; 2025Q1: 140,555 shares; 2025Q2: 140,471 shares; 2025Q3: 140,471 shares; 2025Q4: 140,471 shares; 2026Q1: 140,803 shares 140,803 $6.35M 0.46% +332 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: 29,678 shares; 2024Q4: 29,678 shares; 2025Q1: 29,678 shares; 2025Q2: 29,678 shares; 2025Q3: 29,678 shares; 2025Q4: 29,678 shares; 2026Q1: 29,678 shares 29,678 $6.34M 0.46% 0 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: 71,426 shares; 2024Q4: 71,199 shares; 2025Q1: 70,572 shares; 2025Q2: 70,572 shares; 2025Q3: 70,334 shares; 2025Q4: 70,572 shares; 2026Q1: 70,572 shares 70,572 $6.26M 0.46% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,633 shares; 2024Q4: 50,743 shares; 2025Q1: 60,935 shares; 2025Q2: 63,198 shares; 2025Q3: 67,373 shares; 2025Q4: 70,569 shares; 2026Q1: 72,644 shares 72,644 $5.61M 0.41% +2,075 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: 90,905 shares; 2024Q4: 90,905 shares; 2025Q1: 90,905 shares; 2025Q2: 90,913 shares; 2025Q3: 92,083 shares; 2025Q4: 92,073 shares; 2026Q1: 92,073 shares 92,073 $4.98M 0.36% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,389 shares; 2024Q4: 11,086 shares; 2025Q1: 10,051 shares; 2025Q2: 10,178 shares; 2025Q3: 13,249 shares; 2025Q4: 13,480 shares; 2026Q1: 15,716 shares 15,716 $4.86M 0.35% +2,236 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,876 shares; 2024Q4: 6,076 shares; 2025Q1: 8,605 shares; 2025Q2: 8,131 shares; 2025Q3: 8,110 shares; 2025Q4: 7,958 shares; 2026Q1: 5,337 shares 5,337 $4.66M 0.34% -2,621 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,006 shares; 2024Q4: 64,006 shares; 2025Q1: 64,006 shares; 2025Q2: 64,006 shares; 2025Q3: 64,006 shares; 2025Q4: 64,006 shares; 2026Q1: 64,006 shares 64,006 $4.54M 0.33% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,936 shares; 2024Q4: 13,995 shares; 2025Q1: 14,077 shares; 2025Q2: 14,079 shares; 2025Q3: 14,294 shares; 2025Q4: 14,047 shares; 2026Q1: 14,442 shares 14,442 $4.36M 0.32% +395 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,016 shares; 2024Q4: 15,016 shares; 2025Q1: 15,025 shares; 2025Q2: 15,016 shares; 2025Q3: 15,016 shares; 2025Q4: 15,016 shares; 2026Q1: 15,037 shares 15,037 $4.32M 0.31% +21 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: 29,409 shares; 2024Q4: 28,239 shares; 2025Q1: 28,603 shares; 2025Q2: 28,105 shares; 2025Q3: 24,170 shares; 2025Q4: 24,831 shares; 2026Q1: 24,890 shares 24,890 $4.22M 0.31% +59 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: 6,775 shares; 2024Q4: 6,775 shares; 2025Q1: 6,575 shares; 2025Q2: 6,575 shares; 2025Q3: 6,667 shares; 2025Q4: 6,605 shares; 2026Q1: 6,605 shares 6,605 $3.81M 0.28% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,565 shares; 2024Q4: 10,565 shares; 2025Q1: 10,678 shares; 2025Q2: 10,679 shares; 2025Q3: 8,604 shares; 2025Q4: 8,612 shares; 2026Q1: 8,682 shares 8,682 $3.62M 0.26% +70 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: 11,026 shares; 2024Q4: 11,000 shares; 2025Q1: 10,926 shares; 2025Q2: 10,868 shares; 2025Q3: 10,281 shares; 2025Q4: 10,170 shares; 2026Q1: 10,193 shares 10,193 $3.35M 0.24% +23 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: 1,944 shares; 2024Q4: 2,464 shares; 2025Q1: 4,167 shares; 2025Q2: 5,413 shares; 2025Q3: 5,815 shares; 2025Q4: 5,891 shares; 2026Q1: 5,844 shares 5,844 $3.34M 0.24% -47 Timeline IAGG 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: 66,392 shares; 2024Q4: 70,236 shares; 2025Q1: 64,270 shares; 2025Q2: 63,723 shares; 2025Q3: 64,528 shares; 2025Q4: 63,868 shares; 2026Q1: 62,639 shares 62,639 $3.13M 0.23% -1,229 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: 24,133 shares; 2024Q4: 24,133 shares; 2025Q1: 24,088 shares; 2025Q2: 24,147 shares; 2025Q3: 24,462 shares; 2025Q4: 24,716 shares; 2026Q1: 24,726 shares 24,726 $3.12M 0.23% +10 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: 12,413 shares; 2024Q4: 12,901 shares; 2025Q1: 12,853 shares; 2025Q2: 12,795 shares; 2025Q3: 12,390 shares; 2025Q4: 12,628 shares; 2026Q1: 12,653 shares 12,653 $3.09M 0.23% +25 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 4,093 shares; 2025Q1: 4,151 shares; 2025Q2: 4,092 shares; 2025Q3: 4,202 shares; 2025Q4: 4,248 shares; 2026Q1: 4,256 shares 4,256 $3.02M 0.22% +8 Timeline SOXQ 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: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares; 2026Q1: 45,000 shares 45,000 $2.69M 0.2% 0 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: 7,132 shares; 2024Q4: 7,253 shares; 2025Q1: 7,324 shares; 2025Q2: 7,328 shares; 2025Q3: 7,458 shares; 2025Q4: 7,531 shares; 2026Q1: 7,538 shares 7,538 $2.58M 0.19% +7 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,428 shares; 2024Q4: 8,428 shares; 2025Q1: 8,430 shares; 2025Q2: 8,420 shares; 2025Q3: 8,521 shares; 2025Q4: 8,536 shares; 2026Q1: 8,459 shares 8,459 $2.56M 0.19% -77 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: 13,728 shares; 2024Q4: 13,728 shares; 2025Q1: 13,728 shares; 2025Q2: 13,312 shares; 2025Q3: 13,312 shares; 2025Q4: 13,312 shares; 2026Q1: 13,312 shares 13,312 $2.52M 0.18% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,992 shares; 2024Q4: 5,015 shares; 2025Q1: 5,038 shares; 2025Q2: 5,057 shares; 2025Q3: 5,103 shares; 2025Q4: 5,187 shares; 2026Q1: 5,036 shares 5,036 $2.52M 0.18% -151 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,397 shares; 2025Q4: 11,660 shares; 2026Q1: 11,660 shares 11,660 $2.43M 0.18% 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: 9,950 shares; 2024Q4: 9,950 shares; 2025Q1: 10,382 shares; 2025Q2: 10,115 shares; 2025Q3: 10,193 shares; 2025Q4: 10,274 shares; 2026Q1: 10,362 shares 10,362 $2.34M 0.17% +88 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: 11,387 shares; 2024Q4: 10,669 shares; 2025Q1: 10,669 shares; 2025Q2: 10,485 shares; 2025Q3: 10,869 shares; 2025Q4: 10,741 shares; 2026Q1: 10,919 shares 10,919 $2.26M 0.16% +178 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,608 shares; 2025Q1: 2,283 shares; 2025Q2: 2,281 shares; 2025Q3: 2,313 shares; 2025Q4: 2,289 shares; 2026Q1: 2,331 shares 2,331 $2.24M 0.16% +42 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,400 shares; 2024Q4: 9,400 shares; 2025Q1: 9,400 shares; 2025Q2: 9,400 shares; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares; 2026Q1: 9,400 shares 9,400 $2.22M 0.16% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,362 shares; 2024Q4: 22,361 shares; 2025Q1: 22,203 shares; 2025Q2: 22,740 shares; 2025Q3: 23,151 shares; 2025Q4: 23,463 shares; 2026Q1: 23,602 shares 23,602 $2.19M 0.16% +139 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: 11,530 shares; 2024Q4: 11,514 shares; 2025Q1: 11,648 shares; 2025Q2: 9,846 shares; 2025Q3: 10,261 shares; 2025Q4: 10,387 shares; 2026Q1: 9,912 shares 9,912 $2.16M 0.16% -475 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: 4,635 shares; 2024Q4: 4,725 shares; 2025Q1: 4,854 shares; 2025Q2: 4,905 shares; 2025Q3: 5,995 shares; 2025Q4: 6,155 shares; 2026Q1: 6,318 shares 6,318 $2.14M 0.16% +163 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,567 shares; 2024Q4: 39,567 shares; 2025Q1: 37,045 shares; 2025Q2: 32,259 shares; 2025Q3: 34,835 shares; 2025Q4: 34,670 shares; 2026Q1: 32,882 shares 32,882 $2.11M 0.15% -1,788 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: 20,942 shares; 2024Q4: 20,835 shares; 2025Q1: 21,014 shares; 2025Q2: 20,938 shares; 2025Q3: 21,404 shares; 2025Q4: 21,609 shares; 2026Q1: 29,152 shares 29,152 $2.1M 0.15% +7,543 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: 2,570 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 5,060 shares; 2025Q3: 5,080 shares; 2025Q4: 5,096 shares; 2026Q1: 4,027 shares 4,027 $1.98M 0.14% -1,069 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,183 shares; 2024Q4: 8,048 shares; 2025Q1: 8,048 shares; 2025Q2: 8,048 shares; 2025Q3: 8,048 shares; 2025Q4: 6,674 shares; 2026Q1: 6,674 shares 6,674 $1.92M 0.14% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,858 shares; 2024Q4: 27,858 shares; 2025Q1: 27,858 shares; 2025Q2: 27,858 shares; 2025Q3: 27,858 shares; 2025Q4: 27,858 shares; 2026Q1: 27,858 shares 27,858 $1.91M 0.14% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,200 shares; 2025Q1: 3,569 shares; 2025Q2: 3,551 shares; 2025Q3: 3,648 shares; 2025Q4: 3,748 shares; 2026Q1: 3,787 shares 3,787 $1.88M 0.14% +39 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,899 shares; 2024Q4: 15,497 shares; 2025Q1: 24,833 shares; 2025Q2: 24,821 shares; 2025Q3: 25,628 shares; 2025Q4: 24,659 shares; 2026Q1: 23,666 shares 23,666 $1.86M 0.14% -993 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,335 shares; 2024Q4: 18,347 shares; 2025Q1: 10,061 shares; 2025Q2: 10,451 shares; 2025Q3: 10,797 shares; 2025Q4: 10,526 shares; 2026Q1: 10,802 shares 10,802 $1.79M 0.13% +276 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,466 shares 29,466 $1.73M 0.13% new 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: 397 shares; 2024Q4: 399 shares; 2025Q1: 400 shares; 2025Q2: 403 shares; 2025Q3: 409 shares; 2025Q4: 411 shares; 2026Q1: 409 shares 409 $1.72M 0.13% -2 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: 12,657 shares; 2024Q4: 12,657 shares; 2025Q1: 12,629 shares; 2025Q2: 12,877 shares; 2025Q3: 13,740 shares; 2025Q4: 13,111 shares; 2026Q1: 13,791 shares 13,791 $1.71M 0.13% +680 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: 2,775 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,775 shares; 2025Q4: 2,775 shares; 2026Q1: 2,775 shares 2,775 $1.71M 0.12% 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: 5,104 shares; 2024Q4: 10,208 shares; 2025Q1: 10,525 shares; 2025Q2: 10,519 shares; 2025Q3: 10,514 shares; 2025Q4: 10,521 shares; 2026Q1: 10,521 shares 10,521 $1.69M 0.12% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,823 shares; 2025Q3: 1,908 shares; 2025Q4: 1,920 shares; 2026Q1: 1,942 shares 1,942 $1.64M 0.12% +22 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,187 shares; 2025Q4: 4,186 shares; 2026Q1: 8,172 shares 8,172 $1.63M 0.12% +3,986 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,747 shares; 2024Q4: 13,572 shares; 2025Q1: 12,450 shares; 2025Q2: 12,343 shares; 2025Q3: 8,052 shares; 2025Q4: 8,158 shares; 2026Q1: 8,167 shares 8,167 $1.62M 0.12% +9 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: 7,428 shares; 2024Q4: 7,436 shares; 2025Q1: 7,436 shares; 2025Q2: 7,436 shares; 2025Q3: 7,436 shares; 2025Q4: 7,436 shares; 2026Q1: 7,436 shares 7,436 $1.62M 0.12% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,461 shares; 2024Q4: 5,470 shares; 2025Q1: 7,563 shares; 2025Q2: 8,184 shares; 2025Q3: 8,187 shares; 2025Q4: 8,229 shares; 2026Q1: 8,303 shares 8,303 $1.57M 0.11% +74 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,886 shares; 2025Q1: 6,997 shares; 2025Q2: 6,848 shares; 2025Q3: 7,178 shares; 2025Q4: 7,282 shares; 2026Q1: 7,305 shares 7,305 $1.56M 0.11% +23 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,901 shares; 2024Q4: 19,333 shares; 2025Q1: 19,426 shares; 2025Q2: 20,182 shares; 2025Q3: 20,305 shares; 2025Q4: 20,305 shares; 2026Q1: 20,305 shares 20,305 $1.46M 0.11% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,470 shares; 2024Q4: 13,846 shares; 2025Q1: 13,852 shares; 2025Q2: 13,822 shares; 2025Q3: 13,440 shares; 2025Q4: 12,520 shares; 2026Q1: 12,520 shares 12,520 $1.39M 0.1% 0 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: 8,987 shares; 2024Q4: 8,737 shares; 2025Q1: 8,599 shares; 2025Q2: 8,498 shares; 2025Q3: 8,490 shares; 2025Q4: 8,642 shares; 2026Q1: 8,730 shares 8,730 $1.39M 0.1% +88 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,805 shares; 2024Q4: 5,781 shares; 2025Q1: 4,949 shares; 2025Q2: 4,966 shares; 2025Q3: 4,999 shares; 2025Q4: 5,097 shares; 2026Q1: 4,906 shares 4,906 $1.39M 0.1% -191 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,144 shares; 2025Q2: 15,126 shares; 2025Q3: 15,119 shares; 2025Q4: 15,029 shares; 2026Q1: 15,053 shares 15,053 $1.39M 0.1% +24 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,268 shares; 2024Q4: 3,268 shares; 2025Q1: 3,290 shares; 2025Q2: 3,276 shares; 2025Q3: 3,284 shares; 2025Q4: 3,309 shares; 2026Q1: 3,298 shares 3,298 $1.31M 0.1% -11 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: 5,016 shares; 2024Q4: 5,016 shares; 2025Q1: 5,019 shares; 2025Q2: 5,034 shares; 2025Q3: 5,057 shares; 2025Q4: 5,020 shares; 2026Q1: 6,001 shares 6,001 $1.26M 0.09% +981 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,059 shares; 2024Q4: 13,225 shares; 2025Q1: 13,159 shares; 2025Q2: 13,018 shares; 2025Q3: 13,374 shares; 2025Q4: 13,090 shares; 2026Q1: 13,392 shares 13,392 $1.26M 0.09% +302 Timeline ESML 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: 25,952 shares; 2024Q4: 24,080 shares; 2025Q1: 24,080 shares; 2025Q2: 23,711 shares; 2025Q3: 23,874 shares; 2025Q4: 23,874 shares; 2026Q1: 25,866 shares 25,866 $1.22M 0.09% +1,992 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: 501 shares; 2024Q4: 498 shares; 2025Q1: 1,108 shares; 2025Q2: 1,036 shares; 2025Q3: 1,204 shares; 2025Q4: 1,286 shares; 2026Q1: 1,281 shares 1,281 $1.18M 0.09% -5 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,312 shares; 2024Q4: 4,312 shares; 2025Q1: 4,312 shares; 2025Q2: 4,312 shares; 2025Q3: 4,312 shares; 2025Q4: 8,624 shares; 2026Q1: 8,624 shares 8,624 $1.15M 0.08% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,870 shares; 2024Q4: 29,097 shares; 2025Q1: 28,870 shares; 2025Q2: 29,013 shares; 2025Q3: 29,563 shares; 2025Q4: 31,392 shares; 2026Q1: 32,916 shares 32,916 $1.1M 0.08% +1,524 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,911 shares; 2024Q4: 3,389 shares; 2025Q1: 3,416 shares; 2025Q2: 3,404 shares; 2025Q3: 3,731 shares; 2025Q4: 4,280 shares; 2026Q1: 4,321 shares 4,321 $1.08M 0.08% +41 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 1,429 shares; 2025Q1: 1,456 shares; 2025Q2: 1,469 shares; 2025Q3: 1,463 shares; 2025Q4: 1,499 shares; 2026Q1: 1,208 shares 1,208 $1.08M 0.08% -291 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,400 shares; 2024Q4: 14,710 shares; 2025Q1: 16,420 shares; 2025Q2: 16,806 shares; 2025Q3: 24,156 shares; 2025Q4: 24,156 shares; 2026Q1: 26,456 shares 26,456 $1M 0.07% +2,300 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,255 shares; 2024Q4: 8,255 shares; 2025Q1: 8,394 shares; 2025Q2: 8,459 shares; 2025Q3: 8,538 shares; 2025Q4: 8,482 shares; 2026Q1: 8,543 shares 8,543 $956K 0.07% +61 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: 5,230 shares; 2024Q4: 5,208 shares; 2025Q1: 4,038 shares; 2025Q2: 4,148 shares; 2025Q3: 4,490 shares; 2025Q4: 4,706 shares; 2026Q1: 4,726 shares 4,726 $912K 0.07% +20 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,815 shares; 2024Q4: 3,669 shares; 2025Q1: 5,880 shares; 2025Q2: 3,639 shares; 2025Q3: 3,662 shares; 2025Q4: 3,720 shares; 2026Q1: 3,738 shares 3,738 $909K 0.07% +18 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,103 shares; 2024Q4: 10,103 shares; 2025Q1: 10,103 shares; 2025Q2: 10,103 shares; 2025Q3: 8,903 shares; 2025Q4: 8,903 shares; 2026Q1: 8,059 shares 8,059 $893K 0.07% -844 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,916 shares; 2024Q4: 8,968 shares; 2025Q1: 10,737 shares; 2025Q2: 10,024 shares; 2025Q3: 9,188 shares; 2025Q4: 9,698 shares; 2026Q1: 9,200 shares 9,200 $887K 0.06% -498 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: 515 shares; 2024Q4: 515 shares; 2025Q1: 542 shares; 2025Q2: 546 shares; 2025Q3: 641 shares; 2025Q4: 650 shares; 2026Q1: 662 shares 662 $874K 0.06% +12 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,420 shares; 2024Q4: 39,840 shares; 2025Q1: 39,840 shares; 2025Q2: 39,840 shares; 2025Q3: 39,840 shares; 2025Q4: 44,040 shares; 2026Q1: 44,040 shares 44,040 $850K 0.06% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,684 shares; 2024Q4: 7,684 shares; 2025Q1: 7,801 shares; 2025Q2: 7,747 shares; 2025Q3: 4,196 shares; 2025Q4: 4,470 shares; 2026Q1: 4,261 shares 4,261 $845K 0.06% -209 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,270 shares; 2024Q4: 15,270 shares; 2025Q1: 15,270 shares; 2025Q2: 15,270 shares; 2025Q3: 15,270 shares; 2025Q4: 15,270 shares; 2026Q1: 14,670 shares 14,670 $837K 0.06% -600 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,573 shares; 2025Q1: 4,022 shares; 2025Q2: 4,010 shares; 2025Q3: 4,028 shares; 2025Q4: 4,160 shares; 2026Q1: 3,970 shares 3,970 $830K 0.06% -190 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,358 shares; 2025Q1: 4,358 shares; 2025Q2: 4,360 shares; 2025Q3: 4,358 shares; 2025Q4: 4,382 shares; 2026Q1: 4,367 shares 4,367 $829K 0.06% -15 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,737 shares; 2026Q1: 21,762 shares 21,762 $800K 0.06% +10,025 Timeline SUSB 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: 21,420 shares; 2024Q4: 26,457 shares; 2025Q1: 28,272 shares; 2025Q2: 28,272 shares; 2025Q3: 28,543 shares; 2025Q4: 28,543 shares; 2026Q1: 31,573 shares 31,573 $791K 0.06% +3,030 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: 15,628 shares; 2024Q4: 6,681 shares; 2025Q1: 16,061 shares; 2025Q2: 15,338 shares; 2025Q3: 6,507 shares; 2025Q4: 6,485 shares; 2026Q1: 6,378 shares 6,378 $767K 0.06% -107 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,268 shares; 2024Q4: 3,298 shares; 2025Q1: 3,060 shares; 2025Q2: 3,100 shares; 2025Q3: 3,176 shares; 2025Q4: 3,253 shares; 2026Q1: 3,104 shares 3,104 $758K 0.06% -149 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 867 shares; 2025Q4: 924 shares; 2026Q1: 1,743 shares 1,743 $754K 0.05% +819 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,315 shares; 2024Q4: 6,315 shares; 2025Q1: 6,170 shares; 2025Q2: 6,170 shares; 2025Q3: 6,170 shares; 2025Q4: 6,170 shares; 2026Q1: 6,170 shares 6,170 $745K 0.05% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,378 shares; 2024Q4: 13,398 shares; 2025Q1: 13,398 shares; 2025Q2: 13,415 shares; 2025Q3: 13,426 shares; 2025Q4: 13,278 shares; 2026Q1: 13,278 shares 13,278 $741K 0.05% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,219 shares; 2025Q1: 1,214 shares; 2025Q2: 1,214 shares; 2025Q3: 1,217 shares; 2025Q4: 1,232 shares; 2026Q1: 1,232 shares 1,232 $731K 0.05% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,106 shares; 2024Q4: 5,106 shares; 2025Q1: 7,563 shares; 2025Q2: 7,581 shares; 2025Q3: 7,554 shares; 2025Q4: 9,627 shares; 2026Q1: 9,615 shares 9,615 $724K 0.05% -12 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,346 shares; 2025Q2: 10,346 shares; 2025Q3: 10,346 shares; 2025Q4: 10,346 shares; 2026Q1: 10,346 shares 10,346 $723K 0.05% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,233 shares; 2024Q4: 4,248 shares; 2025Q1: 4,188 shares; 2025Q2: 5,933 shares; 2025Q3: 2,396 shares; 2025Q4: 2,556 shares; 2026Q1: 2,654 shares 2,654 $718K 0.05% +98 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,527 shares; 2024Q4: 14,173 shares; 2025Q1: 14,834 shares; 2025Q2: 15,567 shares; 2025Q3: 15,671 shares; 2025Q4: 15,626 shares; 2026Q1: 15,626 shares 15,626 $711K 0.05% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,662 shares; 2024Q4: 2,538 shares; 2025Q1: 2,443 shares; 2025Q2: 2,443 shares; 2025Q3: 2,443 shares; 2025Q4: 2,323 shares; 2026Q1: 2,323 shares 2,323 $694K 0.05% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 4,010 shares; 2025Q1: 4,010 shares; 2025Q2: 4,010 shares; 2025Q3: 4,010 shares; 2025Q4: 3,284 shares; 2026Q1: 3,284 shares 3,284 $683K 0.05% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,643 shares; 2024Q4: 25,977 shares; 2025Q1: 25,343 shares; 2025Q2: 25,747 shares; 2025Q3: 25,747 shares; 2025Q4: 25,883 shares; 2026Q1: 25,883 shares 25,883 $676K 0.05% 0 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,586 shares; 2024Q4: 21,486 shares; 2025Q1: 18,786 shares; 2025Q2: 18,586 shares; 2025Q3: 18,586 shares; 2025Q4: 18,586 shares; 2026Q1: 18,602 shares 18,602 $672K 0.05% +16 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,398 shares; 2025Q3: 3,398 shares; 2025Q4: 3,470 shares; 2026Q1: 4,700 shares 4,700 $633K 0.05% +1,230 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,964 shares; 2024Q4: 8,964 shares; 2025Q1: 8,948 shares; 2025Q2: 12,902 shares; 2025Q3: 12,838 shares; 2025Q4: 13,169 shares; 2026Q1: 13,253 shares 13,253 $615K 0.04% +84 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,202 shares; 2024Q4: 6,202 shares; 2025Q1: 6,412 shares; 2025Q2: 6,260 shares; 2025Q3: 6,219 shares; 2025Q4: 6,435 shares; 2026Q1: 6,174 shares 6,174 $603K 0.04% -261 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 1,909 shares; 2025Q1: 1,921 shares; 2025Q2: 3,384 shares; 2025Q3: 3,867 shares; 2025Q4: 3,973 shares; 2026Q1: 3,871 shares 3,871 $601K 0.04% -102 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,349 shares; 2024Q4: 5,564 shares; 2025Q1: 6,048 shares; 2025Q2: 5,520 shares; 2025Q3: 5,695 shares; 2025Q4: 8,112 shares; 2026Q1: 7,521 shares 7,521 $599K 0.04% -591 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,207 shares; 2026Q1: 6,512 shares 6,512 $592K 0.04% +305 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,203 shares; 2024Q4: 6,203 shares; 2025Q1: 6,203 shares; 2025Q2: 6,203 shares; 2025Q3: 6,203 shares; 2025Q4: 6,203 shares; 2026Q1: 6,203 shares 6,203 $571K 0.04% 0 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: 4,397 shares; 2024Q4: 4,354 shares; 2025Q1: 4,354 shares; 2025Q2: 4,375 shares; 2025Q3: 5,446 shares; 2025Q4: 6,185 shares; 2026Q1: 6,114 shares 6,114 $569K 0.04% -71 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: 9,346 shares; 2024Q4: 5,721 shares; 2025Q1: 5,801 shares; 2025Q2: 5,976 shares; 2025Q3: 6,644 shares; 2025Q4: 7,343 shares; 2026Q1: 7,305 shares 7,305 $567K 0.04% -38 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,797 shares; 2024Q4: 4,797 shares; 2025Q1: 4,797 shares; 2025Q2: 4,797 shares; 2025Q3: 4,956 shares; 2025Q4: 4,844 shares; 2026Q1: 5,010 shares 5,010 $563K 0.04% +166 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 1,854 shares; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares; 2025Q4: 1,854 shares; 2026Q1: 1,854 shares 1,854 $553K 0.04% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,659 shares; 2024Q4: 5,659 shares; 2025Q1: 5,659 shares; 2025Q2: 5,659 shares; 2025Q3: 5,659 shares; 2025Q4: 4,934 shares; 2026Q1: 4,934 shares 4,934 $547K 0.04% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,220 shares; 2024Q4: 6,239 shares; 2025Q1: 6,239 shares; 2025Q2: 6,329 shares; 2025Q3: 6,705 shares; 2025Q4: 5,821 shares; 2026Q1: 7,404 shares 7,404 $539K 0.04% +1,583 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,498 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares; 2025Q4: 1,498 shares; 2026Q1: 1,498 shares 1,498 $538K 0.04% 0 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,711 shares; 2025Q3: 6,751 shares; 2025Q4: 10,451 shares; 2026Q1: 10,651 shares 10,651 $516K 0.04% +200 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $515K 0.04% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,696 shares; 2024Q4: 2,696 shares; 2025Q1: 2,696 shares; 2025Q2: 5,711 shares; 2025Q3: 5,711 shares; 2025Q4: 5,711 shares; 2026Q1: 5,711 shares 5,711 $515K 0.04% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,334 shares; 2024Q4: 6,345 shares; 2025Q1: 6,300 shares; 2025Q2: 6,270 shares; 2025Q3: 6,212 shares; 2025Q4: 2,023 shares; 2026Q1: 2,110 shares 2,110 $512K 0.04% +87 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: 2,580 shares; 2024Q4: 2,203 shares; 2025Q1: 2,236 shares; 2025Q2: 2,227 shares; 2025Q3: 2,279 shares; 2025Q4: 2,194 shares; 2026Q1: 1,787 shares 1,787 $507K 0.04% -407 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,435 shares; 2024Q4: 6,505 shares; 2025Q1: 6,628 shares; 2025Q2: 6,689 shares; 2025Q3: 7,814 shares; 2025Q4: 8,077 shares; 2026Q1: 8,346 shares 8,346 $506K 0.04% +269 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,307 shares; 2024Q4: 7,307 shares; 2025Q1: 7,307 shares; 2025Q2: 7,225 shares; 2025Q3: 7,225 shares; 2025Q4: 7,618 shares; 2026Q1: 7,644 shares 7,644 $505K 0.04% +26 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 3,571 shares; 2025Q1: 3,448 shares; 2025Q2: 3,434 shares; 2025Q3: 3,418 shares; 2025Q4: 3,513 shares; 2026Q1: 3,485 shares 3,485 $499K 0.04% -28 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,268 shares; 2024Q4: 3,900 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $494K 0.04% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,502 shares 2,502 $493K 0.04% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,640 shares; 2024Q4: 1,640 shares; 2025Q1: 1,640 shares; 2025Q2: 1,643 shares; 2025Q3: 1,704 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $488K 0.04% 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: not reported; 2024Q4: 1,094 shares; 2025Q1: 1,255 shares; 2025Q2: 1,243 shares; 2025Q3: 1,558 shares; 2025Q4: 1,504 shares; 2026Q1: 1,553 shares 1,553 $483K 0.04% +49 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,406 shares; 2024Q4: 3,925 shares; 2025Q1: 3,925 shares; 2025Q2: 3,925 shares; 2025Q3: 3,699 shares; 2025Q4: 4,272 shares; 2026Q1: 4,272 shares 4,272 $471K 0.03% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,686 shares; 2025Q3: 2,793 shares; 2025Q4: 2,723 shares; 2026Q1: 2,856 shares 2,856 $469K 0.03% +133 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,189 shares; 2024Q4: 1,187 shares; 2025Q1: 1,179 shares; 2025Q2: 1,201 shares; 2025Q3: 1,196 shares; 2025Q4: 1,278 shares; 2026Q1: 1,283 shares 1,283 $457K 0.03% +5 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: 4,124 shares; 2024Q4: 4,124 shares; 2025Q1: 4,138 shares; 2025Q2: 4,132 shares; 2025Q3: 4,440 shares; 2025Q4: 4,214 shares; 2026Q1: 4,400 shares 4,400 $452K 0.03% +186 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,762 shares; 2024Q4: 8,742 shares; 2025Q1: 8,521 shares; 2025Q2: 10,041 shares; 2025Q3: 10,171 shares; 2025Q4: 10,037 shares; 2026Q1: 9,744 shares 9,744 $448K 0.03% -293 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,285 shares; 2024Q4: 3,824 shares; 2025Q1: 3,659 shares; 2025Q2: 3,659 shares; 2025Q3: 3,469 shares; 2025Q4: 2,845 shares; 2026Q1: 2,585 shares 2,585 $444K 0.03% -260 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,450 shares; 2024Q4: 41,850 shares; 2025Q1: 41,850 shares; 2025Q2: 41,850 shares; 2025Q3: 41,850 shares; 2025Q4: 31,550 shares; 2026Q1: 19,700 shares 19,700 $440K 0.03% -11,850 Timeline DGRW 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: 8,819 shares; 2024Q4: 8,713 shares; 2025Q1: 8,713 shares; 2025Q2: 8,713 shares; 2025Q3: 6,280 shares; 2025Q4: 4,986 shares; 2026Q1: 4,986 shares 4,986 $438K 0.03% 0 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,685 shares; 2025Q1: 13,425 shares; 2025Q2: 13,525 shares; 2025Q3: 14,704 shares; 2025Q4: 14,381 shares; 2026Q1: 14,335 shares 14,335 $430K 0.03% -46 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: 20,800 shares; 2024Q4: 20,800 shares; 2025Q1: 20,936 shares; 2025Q2: 20,845 shares; 2025Q3: 23,205 shares; 2025Q4: 22,953 shares; 2026Q1: 24,964 shares 24,964 $424K 0.03% +2,011 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,172 shares; 2025Q1: 2,172 shares; 2025Q2: 2,175 shares; 2025Q3: 2,172 shares; 2025Q4: 2,172 shares; 2026Q1: 2,381 shares 2,381 $424K 0.03% +209 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,850 shares; 2024Q4: 18,850 shares; 2025Q1: 18,850 shares; 2025Q2: 13,450 shares; 2025Q3: 13,450 shares; 2025Q4: 10,050 shares; 2026Q1: 10,050 shares 10,050 $414K 0.03% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,086 shares; 2024Q4: 3,081 shares; 2025Q1: 3,079 shares; 2025Q2: 3,079 shares; 2025Q3: 3,079 shares; 2025Q4: 2,808 shares; 2026Q1: 2,808 shares 2,808 $412K 0.03% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,032 shares; 2025Q3: 5,372 shares; 2025Q4: 5,397 shares; 2026Q1: 5,427 shares 5,427 $401K 0.03% +30 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: 699 shares; 2024Q4: 699 shares; 2025Q1: 741 shares; 2025Q2: 745 shares; 2025Q3: 767 shares; 2025Q4: 768 shares; 2026Q1: 767 shares 767 $401K 0.03% -1 Timeline SPYM 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: 5,177 shares; 2024Q4: 5,177 shares; 2025Q1: 5,177 shares; 2025Q2: 5,177 shares; 2025Q3: 5,177 shares; 2025Q4: 5,177 shares; 2026Q1: 5,177 shares 5,177 $396K 0.03% 0 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: 7,877 shares; 2024Q4: 7,877 shares; 2025Q1: 8,020 shares; 2025Q2: 7,712 shares; 2025Q3: 8,787 shares; 2025Q4: 9,068 shares; 2026Q1: 8,031 shares 8,031 $392K 0.03% -1,037 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,573 shares; 2025Q3: 1,790 shares; 2025Q4: 2,000 shares; 2026Q1: 1,970 shares 1,970 $390K 0.03% -30 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,411 shares; 2024Q4: 3,675 shares; 2025Q1: 3,755 shares; 2025Q2: 3,602 shares; 2025Q3: 3,607 shares; 2025Q4: 3,706 shares; 2026Q1: 4,308 shares 4,308 $389K 0.03% +602 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 18,215 shares; 2025Q1: 16,996 shares; 2025Q2: 17,160 shares; 2025Q3: 18,582 shares; 2025Q4: 17,862 shares; 2026Q1: 18,446 shares 18,446 $382K 0.03% +584 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,130 shares; 2024Q4: 16,721 shares; 2025Q1: 16,130 shares; 2025Q2: 16,130 shares; 2025Q3: 16,130 shares; 2025Q4: 16,130 shares; 2026Q1: 16,130 shares 16,130 $381K 0.03% 0 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: 1,775 shares; 2024Q4: 1,741 shares; 2025Q1: 1,807 shares; 2025Q2: 1,786 shares; 2025Q3: 1,882 shares; 2025Q4: 1,783 shares; 2026Q1: 1,962 shares 1,962 $381K 0.03% +179 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: 4,907 shares; 2024Q4: 4,907 shares; 2025Q1: 4,907 shares; 2025Q2: 4,907 shares; 2025Q3: 5,026 shares; 2025Q4: 4,963 shares; 2026Q1: 4,976 shares 4,976 $375K 0.03% +13 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 1,416 shares; 2025Q1: 1,390 shares; 2025Q2: 1,342 shares; 2025Q3: 1,332 shares; 2025Q4: 1,316 shares; 2026Q1: 1,238 shares 1,238 $365K 0.03% -78 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,849 shares; 2026Q1: 6,849 shares 6,849 $362K 0.03% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,062 shares; 2024Q4: 18,087 shares; 2025Q1: 18,087 shares; 2025Q2: 18,087 shares; 2025Q3: 18,087 shares; 2025Q4: 14,351 shares; 2026Q1: 14,351 shares 14,351 $360K 0.03% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,590 shares; 2025Q1: 15,490 shares; 2025Q2: 15,490 shares; 2025Q3: 15,490 shares; 2025Q4: 15,490 shares; 2026Q1: 15,490 shares 15,490 $358K 0.03% 0 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,100 shares 6,100 $356K 0.03% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,450 shares; 2025Q1: 10,450 shares; 2025Q2: 10,450 shares; 2025Q3: 11,138 shares; 2025Q4: 10,627 shares; 2026Q1: 13,470 shares 13,470 $351K 0.03% +2,843 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,499 shares; 2026Q1: 16,399 shares 16,399 $347K 0.03% +900 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,731 shares; 2025Q2: 21,756 shares; 2025Q3: 22,984 shares; 2025Q4: 22,309 shares; 2026Q1: 22,288 shares 22,288 $332K 0.02% -21 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,562 shares; 2025Q1: 2,607 shares; 2025Q2: 2,562 shares; 2025Q3: 2,562 shares; 2025Q4: 2,562 shares; 2026Q1: 2,562 shares 2,562 $329K 0.02% 0 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,962 shares; 2025Q4: 11,962 shares; 2026Q1: 11,962 shares 11,962 $328K 0.02% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,381 shares; 2024Q4: 2,111 shares; 2025Q1: 2,111 shares; 2025Q2: 2,170 shares; 2025Q3: 2,267 shares; 2025Q4: 2,169 shares; 2026Q1: 2,251 shares 2,251 $325K 0.02% +82 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,534 shares; 2024Q4: 2,534 shares; 2025Q1: 2,813 shares; 2025Q2: 2,534 shares; 2025Q3: 2,749 shares; 2025Q4: 2,698 shares; 2026Q1: 3,050 shares 3,050 $321K 0.02% +352 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 837 shares; 2025Q2: 731 shares; 2025Q3: 749 shares; 2025Q4: 814 shares; 2026Q1: 744 shares 744 $316K 0.02% -70 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares 2,750 $313K 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,280 shares; 2025Q1: 3,239 shares; 2025Q2: 5,763 shares; 2025Q3: 5,990 shares; 2025Q4: 6,101 shares; 2026Q1: 5,919 shares 5,919 $313K 0.02% -182 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 193 shares; 2025Q4: 204 shares; 2026Q1: 210 shares 210 $309K 0.02% +6 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,754 shares; 2024Q4: 7,819 shares; 2025Q1: 7,953 shares; 2025Q2: 8,236 shares; 2025Q3: 8,438 shares; 2025Q4: 8,528 shares; 2026Q1: 2,368 shares 2,368 $305K 0.02% -6,160 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 737 shares; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 632 shares; 2025Q4: 636 shares; 2026Q1: 632 shares 632 $303K 0.02% -4 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,550 shares 2,550 $301K 0.02% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,133 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,180 shares; 2025Q3: 9,783 shares; 2025Q4: 10,026 shares; 2026Q1: 10,650 shares 10,650 $299K 0.02% +624 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 1,945 shares; 2025Q3: 2,319 shares; 2025Q4: 2,479 shares; 2026Q1: 2,343 shares 2,343 $294K 0.02% -136 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,574 shares; 2024Q4: 8,574 shares; 2025Q1: 8,574 shares; 2025Q2: 8,621 shares; 2025Q3: 8,574 shares; 2025Q4: 8,710 shares; 2026Q1: 8,705 shares 8,705 $289K 0.02% -5 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,990 shares; 2025Q1: 4,990 shares; 2025Q2: 5,004 shares; 2025Q3: 5,004 shares; 2025Q4: 5,090 shares; 2026Q1: 5,086 shares 5,086 $288K 0.02% -4 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,811 shares; 2025Q1: 2,993 shares; 2025Q2: 2,856 shares; 2025Q3: 2,639 shares; 2025Q4: 2,924 shares; 2026Q1: 2,904 shares 2,904 $286K 0.02% -20 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: 1,179 shares; 2024Q4: 1,166 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,267 shares; 2025Q4: 1,209 shares; 2026Q1: 1,381 shares 1,381 $285K 0.02% +172 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,391 shares; 2025Q2: 8,102 shares; 2025Q3: 10,391 shares; 2025Q4: 8,224 shares; 2026Q1: 9,772 shares 9,772 $283K 0.02% +1,548 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,958 shares; 2025Q1: 1,735 shares; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares; 2025Q4: 1,630 shares; 2026Q1: 1,630 shares 1,630 $277K 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,314 shares; 2025Q1: 1,324 shares; 2025Q2: 1,317 shares; 2025Q3: 1,317 shares; 2025Q4: 823 shares; 2026Q1: 803 shares 803 $276K 0.02% -20 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: 781 shares; 2024Q4: 781 shares; 2025Q1: 763 shares; 2025Q2: 622 shares; 2025Q3: 661 shares; 2025Q4: 741 shares; 2026Q1: 770 shares 770 $275K 0.02% +29 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares; 2026Q1: 1,556 shares 1,556 $273K 0.02% +38 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 5,557 shares; 2025Q1: 5,292 shares; 2025Q2: 5,292 shares; 2025Q3: 5,292 shares; 2025Q4: 5,292 shares; 2026Q1: 5,785 shares 5,785 $271K 0.02% +493 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,288 shares; 2024Q4: 3,288 shares; 2025Q1: 3,288 shares; 2025Q2: 3,288 shares; 2025Q3: 3,288 shares; 2025Q4: 3,309 shares; 2026Q1: 3,408 shares 3,408 $267K 0.02% +99 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,857 shares; 2024Q4: 4,857 shares; 2025Q1: 4,552 shares; 2025Q2: 4,552 shares; 2025Q3: 4,552 shares; 2025Q4: 4,614 shares; 2026Q1: 3,728 shares 3,728 $267K 0.02% -886 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,540 shares; 2024Q4: 8,990 shares; 2025Q1: 8,990 shares; 2025Q2: 20,090 shares; 2025Q3: 13,690 shares; 2025Q4: 11,040 shares; 2026Q1: 6,740 shares 6,740 $262K 0.02% -4,300 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: 589 shares; 2024Q4: 589 shares; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 510 shares; 2025Q4: 594 shares; 2026Q1: 602 shares 602 $261K 0.02% +8 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 480 shares 480 $261K 0.02% -110 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $260K 0.02% new Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,362 shares 11,362 $259K 0.02% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,710 shares; 2025Q1: 1,710 shares; 2025Q2: not reported; 2025Q3: 1,276 shares; 2025Q4: 1,281 shares; 2026Q1: 1,276 shares 1,276 $257K 0.02% -5 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,187 shares; 2025Q3: 1,097 shares; 2025Q4: 1,097 shares; 2026Q1: 907 shares 907 $255K 0.02% -190 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,480 shares; 2025Q2: 2,360 shares; 2025Q3: 2,725 shares; 2025Q4: 2,752 shares; 2026Q1: 3,200 shares 3,200 $254K 0.02% +448 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,325 shares 2,325 $254K 0.02% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,075 shares; 2024Q4: 6,139 shares; 2025Q1: 6,128 shares; 2025Q2: 6,054 shares; 2025Q3: 6,034 shares; 2025Q4: 6,034 shares; 2026Q1: 6,015 shares 6,015 $250K 0.02% -19 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: 5,045 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,007 shares; 2025Q3: 4,525 shares; 2025Q4: 4,422 shares; 2026Q1: 3,177 shares 3,177 $250K 0.02% -1,245 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,909 shares; 2025Q1: not reported; 2025Q2: 1,923 shares; 2025Q3: not reported; 2025Q4: 1,182 shares; 2026Q1: 1,091 shares 1,091 $249K 0.02% -91 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,951 shares; 2024Q4: 2,956 shares; 2025Q1: 2,956 shares; 2025Q2: 2,956 shares; 2025Q3: 3,008 shares; 2025Q4: 2,956 shares; 2026Q1: 2,956 shares 2,956 $242K 0.02% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 243 shares 243 $242K 0.02% new Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,425 shares 1,425 $242K 0.02% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 2,743 shares; 2025Q1: 2,600 shares; 2025Q2: 2,586 shares; 2025Q3: 2,817 shares; 2025Q4: 2,946 shares; 2026Q1: 2,785 shares 2,785 $241K 0.02% -161 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 651 shares; 2026Q1: 681 shares 681 $240K 0.02% +30 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 3,620 shares; 2025Q1: 3,660 shares; 2025Q2: 3,620 shares; 2025Q3: 3,620 shares; 2025Q4: 3,631 shares; 2026Q1: 3,620 shares 3,620 $239K 0.02% -11 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,600 shares; 2025Q1: 2,615 shares; 2025Q2: 2,600 shares; 2025Q3: 2,698 shares; 2025Q4: 2,946 shares; 2026Q1: 3,166 shares 3,166 $239K 0.02% +220 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 716 shares; 2025Q1: 811 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 813 shares; 2026Q1: 813 shares 813 $238K 0.02% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 660 shares 660 $237K 0.02% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,065 shares; 2025Q3: 8,997 shares; 2025Q4: 9,526 shares; 2026Q1: 9,385 shares 9,385 $233K 0.02% -141 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,700 shares; 2025Q1: not reported; 2025Q2: 6,600 shares; 2025Q3: 4,820 shares; 2025Q4: 4,820 shares; 2026Q1: 2,205 shares 2,205 $229K 0.02% -2,615 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,720 shares 4,720 $228K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,476 shares 1,476 $225K 0.02% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,231 shares 1,231 $224K 0.02% new 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: not reported; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 126 shares; 2025Q3: 131 shares; 2025Q4: 138 shares; 2026Q1: 128 shares 128 $221K 0.02% -10 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,169 shares; 2025Q3: 5,169 shares; 2025Q4: 5,169 shares; 2026Q1: 5,169 shares 5,169 $218K 0.02% 0 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: 1,190 shares; 2024Q4: 1,190 shares; 2025Q1: not reported; 2025Q2: 1,238 shares; 2025Q3: 1,123 shares; 2025Q4: not reported; 2026Q1: 1,558 shares 1,558 $216K 0.02% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 926 shares; 2025Q4: 1,111 shares; 2026Q1: 575 shares 575 $214K 0.02% -536 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,919 shares 2,919 $212K 0.02% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,925 shares 1,925 $209K 0.02% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 732 shares 732 $206K 0.02% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,133 shares; 2024Q4: 7,539 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 607 shares 607 $205K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,266 shares; 2024Q4: 15,266 shares; 2025Q1: 15,696 shares; 2025Q2: 2,815 shares; 2025Q3: 2,815 shares; 2025Q4: 2,833 shares; 2026Q1: 2,845 shares 2,845 $203K 0.01% +12 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,167 shares; 2025Q2: 10,733 shares; 2025Q3: 10,918 shares; 2025Q4: 11,108 shares; 2026Q1: 11,300 shares 11,300 $160K 0.01% +192 Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,077 shares; 2024Q4: 11,077 shares; 2025Q1: 11,077 shares; 2025Q2: 11,077 shares; 2025Q3: 7,960 shares; 2025Q4: not reported; 2026Q1: 10,660 shares 10,660 $147K 0.01% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,228 shares; 2026Q1: 11,338 shares 11,338 $102K 0.01% +110 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,761 shares; 2025Q4: 29,768 shares; 2026Q1: 35,835 shares 35,835 $76K 0.01% +6,067 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,540 shares; 2024Q4: 23,955 shares; 2025Q1: 23,955 shares; 2025Q2: 32,339 shares; 2025Q3: 25,666 shares; 2025Q4: 20,307 shares; 2026Q1: 12,217 shares 12,217 $73.3K 0.01% -8,090 Timeline