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: 289,987 shares; 2024Q4: 287,263 shares; 2025Q1: 288,455 shares; 2025Q2: 286,240 shares; 2025Q3: 291,361 shares; 2025Q4: 286,951 shares; 2026Q1: 288,142 shares 288,142 $107M 5.65% +1,191 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: 397,229 shares; 2024Q4: 390,801 shares; 2025Q1: 395,708 shares; 2025Q2: 389,388 shares; 2025Q3: 397,834 shares; 2025Q4: 397,184 shares; 2026Q1: 393,118 shares 393,118 $99.8M 5.28% -4,066 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: 255,801 shares; 2024Q4: 243,767 shares; 2025Q1: 257,393 shares; 2025Q2: 245,273 shares; 2025Q3: 237,380 shares; 2025Q4: 215,204 shares; 2026Q1: 214,784 shares 214,784 $66.5M 3.52% -420 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: 325,367 shares; 2024Q4: 343,550 shares; 2025Q1: 351,111 shares; 2025Q2: 349,037 shares; 2025Q3: 358,613 shares; 2025Q4: 348,803 shares; 2026Q1: 351,595 shares 351,595 $61.3M 3.25% +2,792 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: 170,685 shares; 2024Q4: 167,518 shares; 2025Q1: 174,519 shares; 2025Q2: 168,700 shares; 2025Q3: 153,168 shares; 2025Q4: 180,169 shares; 2026Q1: 180,341 shares 180,341 $51.9M 2.74% +172 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: 180,911 shares; 2024Q4: 173,900 shares; 2025Q1: 163,798 shares; 2025Q2: 161,814 shares; 2025Q3: 159,400 shares; 2025Q4: 156,407 shares; 2026Q1: 158,421 shares 158,421 $46.6M 2.47% +2,014 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: 197,403 shares; 2024Q4: 192,988 shares; 2025Q1: 181,705 shares; 2025Q2: 180,750 shares; 2025Q3: 167,423 shares; 2025Q4: 142,467 shares; 2026Q1: 134,339 shares 134,339 $45.4M 2.4% -8,128 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: 94,124 shares; 2024Q4: 92,842 shares; 2025Q1: 92,056 shares; 2025Q2: 92,503 shares; 2025Q3: 92,498 shares; 2025Q4: 91,417 shares; 2026Q1: 69,273 shares 69,273 $45.2M 2.4% -22,144 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: 169,502 shares; 2024Q4: 180,607 shares; 2025Q1: 182,976 shares; 2025Q2: 183,587 shares; 2025Q3: 208,687 shares; 2025Q4: 203,882 shares; 2026Q1: 204,179 shares 204,179 $42.5M 2.25% +297 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: 155,786 shares; 2024Q4: 153,235 shares; 2025Q1: 153,375 shares; 2025Q2: 124,843 shares; 2025Q3: 110,938 shares; 2025Q4: 110,920 shares; 2026Q1: 138,737 shares 138,737 $39.8M 2.11% +27,817 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: 39,700 shares; 2024Q4: 37,741 shares; 2025Q1: 40,047 shares; 2025Q2: 40,147 shares; 2025Q3: 33,563 shares; 2025Q4: 39,791 shares; 2026Q1: 37,954 shares 37,954 $37.8M 2% -1,837 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: 37,286 shares; 2024Q4: 40,666 shares; 2025Q1: 40,238 shares; 2025Q2: 37,365 shares; 2025Q3: 39,034 shares; 2025Q4: 38,113 shares; 2026Q1: 36,376 shares 36,376 $30.8M 1.63% -1,737 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: 283,050 shares; 2024Q4: 304,216 shares; 2025Q1: 287,656 shares; 2025Q2: 297,656 shares; 2025Q3: 262,808 shares; 2025Q4: 260,881 shares; 2026Q1: 237,613 shares 237,613 $28.6M 1.51% -23,268 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: 51,179 shares; 2024Q4: 50,339 shares; 2025Q1: 52,046 shares; 2025Q2: 45,904 shares; 2025Q3: 47,782 shares; 2025Q4: 45,121 shares; 2026Q1: 43,327 shares 43,327 $24.8M 1.31% -1,794 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,906 shares; 2024Q4: 197,011 shares; 2025Q1: 205,819 shares; 2025Q2: 206,529 shares; 2025Q3: 204,989 shares; 2025Q4: 217,753 shares; 2026Q1: 214,980 shares 214,980 $24.4M 1.29% -2,773 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: 76,681 shares; 2024Q4: 78,535 shares; 2025Q1: 77,276 shares; 2025Q2: 75,590 shares; 2025Q3: 75,526 shares; 2025Q4: 74,911 shares; 2026Q1: 48,083 shares 48,083 $20.5M 1.09% -26,828 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: 112,655 shares; 2024Q4: 109,886 shares; 2025Q1: 106,164 shares; 2025Q2: 105,330 shares; 2025Q3: 104,609 shares; 2025Q4: 102,074 shares; 2026Q1: 101,420 shares 101,420 $19.6M 1.04% -654 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: 83,068 shares; 2024Q4: 82,052 shares; 2025Q1: 81,985 shares; 2025Q2: 82,168 shares; 2025Q3: 82,212 shares; 2025Q4: 80,847 shares; 2026Q1: 80,192 shares 80,192 $18.9M 1% -655 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: 54,941 shares; 2024Q4: 59,482 shares; 2025Q1: 68,987 shares; 2025Q2: 68,474 shares; 2025Q3: 47,929 shares; 2025Q4: 64,936 shares; 2026Q1: 57,491 shares 57,491 $17.4M 0.92% -7,445 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,068 shares; 2024Q4: 44,483 shares; 2025Q1: 89,357 shares; 2025Q2: 162,721 shares; 2025Q3: 161,978 shares; 2025Q4: 158,331 shares; 2026Q1: 157,649 shares 157,649 $17.1M 0.9% -682 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: 30,877 shares; 2024Q4: 33,979 shares; 2025Q1: 35,006 shares; 2025Q2: 34,898 shares; 2025Q3: 34,825 shares; 2025Q4: 34,139 shares; 2026Q1: 34,365 shares 34,365 $16.9M 0.89% +226 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: 49,006 shares; 2024Q4: 46,988 shares; 2025Q1: 46,900 shares; 2025Q2: 46,631 shares; 2025Q3: 46,426 shares; 2025Q4: 45,299 shares; 2026Q1: 45,370 shares 45,370 $16.2M 0.86% +71 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: 83,982 shares; 2024Q4: 82,006 shares; 2025Q1: 60,525 shares; 2025Q2: 60,456 shares; 2025Q3: 60,141 shares; 2025Q4: 62,606 shares; 2026Q1: 62,743 shares 62,743 $15.3M 0.81% +137 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,890 shares; 2024Q4: 100,523 shares; 2025Q1: 117,012 shares; 2025Q2: 116,846 shares; 2025Q3: 116,618 shares; 2025Q4: 110,241 shares; 2026Q1: 108,567 shares 108,567 $14.3M 0.76% -1,674 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: 28,519 shares; 2024Q4: 106,745 shares; 2025Q1: 101,786 shares; 2025Q2: 94,319 shares; 2025Q3: 93,670 shares; 2025Q4: 96,850 shares; 2026Q1: 112,055 shares 112,055 $13.9M 0.74% +15,205 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: 29,806 shares; 2024Q4: 29,216 shares; 2025Q1: 28,946 shares; 2025Q2: 28,916 shares; 2025Q3: 28,646 shares; 2025Q4: 27,406 shares; 2026Q1: 27,354 shares 27,354 $13.1M 0.69% -52 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: 294,511 shares; 2024Q4: 287,465 shares; 2025Q1: 284,642 shares; 2025Q2: 283,460 shares; 2025Q3: 312,996 shares; 2025Q4: 296,986 shares; 2026Q1: 264,342 shares 264,342 $12.9M 0.68% -32,644 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: 34,510 shares; 2024Q4: 34,895 shares; 2025Q1: 34,740 shares; 2025Q2: 34,021 shares; 2025Q3: 26,789 shares; 2025Q4: 26,493 shares; 2026Q1: 32,770 shares 32,770 $12.8M 0.68% +6,277 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: 235,977 shares; 2024Q4: 233,274 shares; 2025Q1: 232,100 shares; 2025Q2: 231,822 shares; 2025Q3: 232,242 shares; 2025Q4: 230,838 shares; 2026Q1: 141,189 shares 141,189 $12.8M 0.68% -89,649 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: 179,586 shares; 2024Q4: 176,071 shares; 2025Q1: 172,340 shares; 2025Q2: 169,092 shares; 2025Q3: 167,797 shares; 2025Q4: 162,802 shares; 2026Q1: 159,700 shares 159,700 $12.4M 0.66% -3,102 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: 33,143 shares; 2024Q4: 32,767 shares; 2025Q1: 31,738 shares; 2025Q2: 22,277 shares; 2025Q3: 19,082 shares; 2025Q4: 11,319 shares; 2026Q1: 14,184 shares 14,184 $12.4M 0.66% +2,865 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,448 shares; 2024Q4: 226,340 shares; 2025Q1: 224,492 shares; 2025Q2: 224,454 shares; 2025Q3: 224,450 shares; 2025Q4: 221,614 shares; 2026Q1: 219,777 shares 219,777 $12.4M 0.66% -1,837 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: 89,357 shares; 2024Q4: 91,503 shares; 2025Q1: 79,290 shares; 2025Q2: 78,966 shares; 2025Q3: 92,775 shares; 2025Q4: 76,497 shares; 2026Q1: 77,120 shares 77,120 $12M 0.63% +623 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,691 shares; 2025Q2: 20,605 shares; 2025Q3: 20,680 shares; 2025Q4: 20,564 shares; 2026Q1: 21,407 shares 21,407 $11.8M 0.62% +843 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: 35,065 shares; 2024Q4: 35,530 shares; 2025Q1: 35,894 shares; 2025Q2: 35,381 shares; 2025Q3: 34,976 shares; 2025Q4: 34,621 shares; 2026Q1: 35,114 shares 35,114 $11.3M 0.6% +493 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: 110,437 shares; 2024Q4: 119,622 shares; 2025Q1: 80,309 shares; 2025Q2: 79,940 shares; 2025Q3: 79,183 shares; 2025Q4: 76,654 shares; 2026Q1: 77,185 shares 77,185 $11.1M 0.59% +531 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,693 shares; 2024Q4: 86,883 shares; 2025Q1: 86,323 shares; 2025Q2: 86,393 shares; 2025Q3: 85,493 shares; 2025Q4: 81,218 shares; 2026Q1: 81,218 shares 81,218 $11M 0.58% 0 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: 146,369 shares; 2024Q4: 144,046 shares; 2025Q1: 70,053 shares; 2025Q2: 66,492 shares; 2025Q3: 66,225 shares; 2025Q4: 66,091 shares; 2026Q1: 64,661 shares 64,661 $11M 0.58% -1,430 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: 47,661 shares; 2024Q4: 46,866 shares; 2025Q1: 46,658 shares; 2025Q2: 46,835 shares; 2025Q3: 46,665 shares; 2025Q4: 46,724 shares; 2026Q1: 54,044 shares 54,044 $10.7M 0.56% +7,320 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: 24,684 shares; 2024Q4: 24,538 shares; 2025Q1: 24,720 shares; 2025Q2: 24,840 shares; 2025Q3: 25,046 shares; 2025Q4: 24,599 shares; 2026Q1: 24,951 shares 24,951 $10.6M 0.56% +352 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: 20,380 shares; 2024Q4: 19,900 shares; 2025Q1: 20,712 shares; 2025Q2: 20,660 shares; 2025Q3: 20,498 shares; 2025Q4: 24,243 shares; 2026Q1: 34,248 shares 34,248 $10.4M 0.55% +10,005 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: 20,933 shares; 2024Q4: 50,711 shares; 2025Q1: 49,095 shares; 2025Q2: 49,869 shares; 2025Q3: 54,322 shares; 2025Q4: 49,432 shares; 2026Q1: 50,338 shares 50,338 $10M 0.53% +906 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: 46,731 shares; 2024Q4: 44,061 shares; 2025Q1: 46,853 shares; 2025Q2: 46,834 shares; 2025Q3: 41,131 shares; 2025Q4: 50,496 shares; 2026Q1: 44,400 shares 44,400 $9.66M 0.51% -6,096 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: 93,261 shares; 2024Q4: 83,338 shares; 2025Q1: 82,712 shares; 2025Q2: 41,784 shares; 2025Q3: 41,008 shares; 2025Q4: 39,045 shares; 2026Q1: 43,641 shares 43,641 $9.03M 0.48% +4,596 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,686 shares; 2025Q4: 47,072 shares; 2026Q1: 38,753 shares 38,753 $8.91M 0.47% -8,319 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: 17,029 shares; 2024Q4: 16,599 shares; 2025Q1: 18,268 shares; 2025Q2: 16,208 shares; 2025Q3: 16,028 shares; 2025Q4: 19,404 shares; 2026Q1: 12,386 shares 12,386 $8.77M 0.46% -7,018 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: 37,424 shares; 2024Q4: 30,967 shares; 2025Q1: 36,855 shares; 2025Q2: 36,823 shares; 2025Q3: 37,125 shares; 2025Q4: 29,025 shares; 2026Q1: 28,861 shares 28,861 $8.73M 0.46% -164 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: 183,435 shares; 2024Q4: 181,838 shares; 2025Q1: 166,407 shares; 2025Q2: 137,970 shares; 2025Q3: 137,203 shares; 2025Q4: 101,943 shares; 2026Q1: 120,688 shares 120,688 $8.68M 0.46% +18,745 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316,955 shares; 2024Q4: 339,664 shares; 2025Q1: 383,411 shares; 2025Q2: 351,587 shares; 2025Q3: 368,521 shares; 2025Q4: 375,291 shares; 2026Q1: 379,212 shares 379,212 $8.63M 0.46% +3,921 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: 32,522 shares; 2024Q4: 31,990 shares; 2025Q1: 31,560 shares; 2025Q2: 31,520 shares; 2025Q3: 31,260 shares; 2025Q4: 30,060 shares; 2026Q1: 29,870 shares 29,870 $8.4M 0.44% -190 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: 16,350 shares; 2024Q4: 34,304 shares; 2025Q1: 27,307 shares; 2025Q2: 22,531 shares; 2025Q3: 15,980 shares; 2025Q4: 28,665 shares; 2026Q1: 21,150 shares 21,150 $7.86M 0.42% -7,515 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,180 shares; 2024Q4: 29,520 shares; 2025Q1: 29,220 shares; 2025Q2: 29,160 shares; 2025Q3: 28,860 shares; 2025Q4: 65,717 shares; 2026Q1: 72,172 shares 72,172 $7.63M 0.4% +6,455 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,763 shares; 2024Q4: 118,371 shares; 2025Q1: 114,958 shares; 2025Q2: 114,218 shares; 2025Q3: 113,498 shares; 2025Q4: 110,133 shares; 2026Q1: 110,713 shares 110,713 $7.53M 0.4% +580 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: 73,846 shares; 2024Q4: 59,429 shares; 2025Q1: 78,539 shares; 2025Q2: 78,351 shares; 2025Q3: 69,052 shares; 2025Q4: 59,708 shares; 2026Q1: 58,377 shares 58,377 $7.52M 0.4% -1,331 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: 24,720 shares; 2024Q4: 24,270 shares; 2025Q1: 21,999 shares; 2025Q2: 21,979 shares; 2025Q3: 24,329 shares; 2025Q4: 20,679 shares; 2026Q1: 20,599 shares 20,599 $7.37M 0.39% -80 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: 18,443 shares; 2024Q4: 6,768 shares; 2025Q1: 15,379 shares; 2025Q2: 15,252 shares; 2025Q3: 24,980 shares; 2025Q4: 24,801 shares; 2026Q1: 24,821 shares 24,821 $7.04M 0.37% +20 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,770 shares; 2024Q4: 75,190 shares; 2025Q1: 74,150 shares; 2025Q2: 74,060 shares; 2025Q3: 73,330 shares; 2025Q4: 83,751 shares; 2026Q1: 69,985 shares 69,985 $6.93M 0.37% -13,766 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: 265,108 shares; 2024Q4: 258,528 shares; 2025Q1: 251,175 shares; 2025Q2: 251,035 shares; 2025Q3: 248,530 shares; 2025Q4: 237,562 shares; 2026Q1: 236,866 shares 236,866 $6.87M 0.36% -696 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: 17,561 shares; 2024Q4: 18,061 shares; 2025Q1: 14,243 shares; 2025Q2: 13,866 shares; 2025Q3: 13,685 shares; 2025Q4: 13,397 shares; 2026Q1: 13,128 shares 13,128 $6.86M 0.36% -269 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,973 shares; 2025Q2: 65,770 shares; 2025Q3: 80,101 shares; 2025Q4: 70,499 shares; 2026Q1: 72,050 shares 72,050 $6.82M 0.36% +1,551 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,489 shares; 2024Q4: 163,315 shares; 2025Q1: 149,841 shares; 2025Q2: 146,656 shares; 2025Q3: 107,740 shares; 2025Q4: 104,064 shares; 2026Q1: 102,344 shares 102,344 $6.8M 0.36% -1,720 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,900 shares; 2025Q2: 37,877 shares; 2025Q3: 27,640 shares; 2025Q4: 26,380 shares; 2026Q1: 33,155 shares 33,155 $6.69M 0.35% +6,775 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: 33,060 shares; 2024Q4: 32,410 shares; 2025Q1: 32,120 shares; 2025Q2: 32,110 shares; 2025Q3: 31,700 shares; 2025Q4: 49,470 shares; 2026Q1: 48,960 shares 48,960 $6.68M 0.35% -510 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,929 shares; 2024Q4: 171,065 shares; 2025Q1: 173,458 shares; 2025Q2: 174,808 shares; 2025Q3: 166,955 shares; 2025Q4: 128,907 shares; 2026Q1: 129,731 shares 129,731 $6.67M 0.35% +824 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,413 shares; 2024Q4: 54,293 shares; 2025Q1: 53,803 shares; 2025Q2: 53,803 shares; 2025Q3: 53,263 shares; 2025Q4: 50,773 shares; 2026Q1: 50,603 shares 50,603 $6.63M 0.35% -170 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: 35,448 shares; 2024Q4: 34,661 shares; 2025Q1: 34,625 shares; 2025Q2: 34,163 shares; 2025Q3: 34,666 shares; 2025Q4: 33,716 shares; 2026Q1: 34,255 shares 34,255 $6.49M 0.34% +539 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: 11,415 shares; 2024Q4: 12,857 shares; 2025Q1: 13,978 shares; 2025Q2: 14,021 shares; 2025Q3: 14,169 shares; 2025Q4: 16,922 shares; 2026Q1: 17,764 shares 17,764 $6.33M 0.34% +842 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,191 shares; 2024Q4: 26,651 shares; 2025Q1: 26,691 shares; 2025Q2: 26,671 shares; 2025Q3: 26,431 shares; 2025Q4: 25,141 shares; 2026Q1: 25,501 shares 25,501 $6.3M 0.33% +360 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: 48,900 shares; 2024Q4: 48,105 shares; 2025Q1: 48,320 shares; 2025Q2: 47,600 shares; 2025Q3: 47,353 shares; 2025Q4: 46,653 shares; 2026Q1: 41,385 shares 41,385 $6.27M 0.33% -5,268 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: 12,198 shares; 2024Q4: 9,435 shares; 2025Q1: 9,050 shares; 2025Q2: 7,906 shares; 2025Q3: 4,756 shares; 2025Q4: 10,722 shares; 2026Q1: 6,613 shares 6,613 $6.08M 0.32% -4,109 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,597 shares; 2024Q4: 44,261 shares; 2025Q1: 43,829 shares; 2025Q2: 43,489 shares; 2025Q3: 43,360 shares; 2025Q4: 43,143 shares; 2026Q1: 23,635 shares 23,635 $6.08M 0.32% -19,508 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: 12,180 shares; 2024Q4: 11,920 shares; 2025Q1: 11,800 shares; 2025Q2: 8,940 shares; 2025Q3: 8,860 shares; 2025Q4: 8,460 shares; 2026Q1: 8,280 shares 8,280 $6.03M 0.32% -180 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,375 shares; 2024Q4: 7,365 shares; 2025Q1: 7,285 shares; 2025Q2: 9,627 shares; 2025Q3: 10,332 shares; 2025Q4: 9,801 shares; 2026Q1: 6,909 shares 6,909 $5.98M 0.32% -2,892 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: 32,255 shares; 2024Q4: 32,832 shares; 2025Q1: 32,073 shares; 2025Q2: 31,744 shares; 2025Q3: 31,683 shares; 2025Q4: 31,665 shares; 2026Q1: 19,773 shares 19,773 $5.98M 0.32% -11,892 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: 833 shares; 2024Q4: 17,063 shares; 2025Q1: 16,933 shares; 2025Q2: 16,923 shares; 2025Q3: 16,783 shares; 2025Q4: 16,388 shares; 2026Q1: 18,271 shares 18,271 $5.98M 0.32% +1,883 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,627 shares 43,627 $5.94M 0.31% new 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: 28,245 shares; 2024Q4: 27,710 shares; 2025Q1: 27,720 shares; 2025Q2: 27,712 shares; 2025Q3: 21,930 shares; 2025Q4: 20,950 shares; 2026Q1: 20,800 shares 20,800 $5.9M 0.31% -150 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,803 shares; 2024Q4: 42,364 shares; 2025Q1: 46,392 shares; 2025Q2: 36,370 shares; 2025Q3: 36,020 shares; 2025Q4: 34,410 shares; 2026Q1: 34,040 shares 34,040 $5.6M 0.3% -370 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,190 shares; 2024Q4: 42,600 shares; 2025Q1: 42,420 shares; 2025Q2: 59,260 shares; 2025Q3: 58,070 shares; 2025Q4: 55,400 shares; 2026Q1: 54,940 shares 54,940 $5.53M 0.29% -460 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: 54,376 shares; 2024Q4: 54,429 shares; 2025Q1: 51,916 shares; 2025Q2: 51,675 shares; 2025Q3: 50,513 shares; 2025Q4: 50,315 shares; 2026Q1: 25,366 shares 25,366 $5.51M 0.29% -24,949 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,522 shares; 2024Q4: 44,602 shares; 2025Q1: 44,180 shares; 2025Q2: 44,150 shares; 2025Q3: 43,700 shares; 2025Q4: 41,880 shares; 2026Q1: 41,757 shares 41,757 $5.47M 0.29% -123 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,578 shares; 2024Q4: 19,148 shares; 2025Q1: 18,734 shares; 2025Q2: 18,684 shares; 2025Q3: 18,534 shares; 2025Q4: 17,694 shares; 2026Q1: 10,044 shares 10,044 $5.4M 0.29% -7,650 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: 63,602 shares; 2024Q4: 62,202 shares; 2025Q1: 61,717 shares; 2025Q2: 61,557 shares; 2025Q3: 60,996 shares; 2025Q4: 58,177 shares; 2026Q1: 58,007 shares 58,007 $5.39M 0.29% -170 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,320 shares; 2024Q4: 81,995 shares; 2025Q1: 82,818 shares; 2025Q2: 84,866 shares; 2025Q3: 83,727 shares; 2025Q4: 92,617 shares; 2026Q1: 70,173 shares 70,173 $5.34M 0.28% -22,444 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: 78,264 shares; 2024Q4: 78,264 shares; 2025Q1: 82,334 shares; 2025Q2: 82,589 shares; 2025Q3: 83,044 shares; 2025Q4: 83,044 shares; 2026Q1: 83,044 shares 83,044 $5.32M 0.28% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,040 shares 46,040 $5.29M 0.28% new 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: 63,227 shares; 2024Q4: 61,356 shares; 2025Q1: 59,973 shares; 2025Q2: 61,203 shares; 2025Q3: 61,257 shares; 2025Q4: 58,538 shares; 2026Q1: 58,974 shares 58,974 $5.28M 0.28% +436 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,200 shares; 2024Q4: 29,550 shares; 2025Q1: 29,180 shares; 2025Q2: 29,160 shares; 2025Q3: 28,810 shares; 2025Q4: 27,500 shares; 2026Q1: 27,460 shares 27,460 $5.2M 0.28% -40 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: 173,303 shares; 2025Q4: 178,344 shares; 2026Q1: 183,165 shares 183,165 $5.02M 0.27% +4,821 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,224 shares; 2024Q4: 121,521 shares; 2025Q1: 123,230 shares; 2025Q2: 123,046 shares; 2025Q3: 123,991 shares; 2025Q4: 122,800 shares; 2026Q1: 120,745 shares 120,745 $4.96M 0.26% -2,055 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: 18,824 shares; 2024Q4: 18,424 shares; 2025Q1: 18,204 shares; 2025Q2: 18,214 shares; 2025Q3: 18,084 shares; 2025Q4: 17,309 shares; 2026Q1: 17,099 shares 17,099 $4.91M 0.26% -210 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,611 shares; 2024Q4: 70,091 shares; 2025Q1: 69,131 shares; 2025Q2: 69,051 shares; 2025Q3: 68,307 shares; 2025Q4: 65,207 shares; 2026Q1: 65,127 shares 65,127 $4.9M 0.26% -80 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,038 shares; 2024Q4: 17,047 shares; 2025Q1: 17,075 shares; 2025Q2: 17,029 shares; 2025Q3: 13,478 shares; 2025Q4: 18,365 shares; 2026Q1: 18,310 shares 18,310 $4.88M 0.26% -55 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: 49,860 shares; 2024Q4: 49,640 shares; 2025Q1: 49,398 shares; 2025Q2: 49,348 shares; 2025Q3: 48,878 shares; 2025Q4: 47,135 shares; 2026Q1: 46,968 shares 46,968 $4.82M 0.26% -167 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,329 shares; 2025Q4: 6,942 shares; 2026Q1: 6,789 shares 6,789 $4.77M 0.25% -153 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,013 shares; 2024Q4: 76,496 shares; 2025Q1: 76,932 shares; 2025Q2: 76,865 shares; 2025Q3: 76,188 shares; 2025Q4: 72,197 shares; 2026Q1: 72,130 shares 72,130 $4.76M 0.25% -67 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares; 2025Q4: 14,936 shares; 2026Q1: 22,057 shares 22,057 $4.71M 0.25% +7,121 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: 22,922 shares; 2024Q4: 22,107 shares; 2025Q1: 22,817 shares; 2025Q2: 22,649 shares; 2025Q3: 21,184 shares; 2025Q4: 19,923 shares; 2026Q1: 22,023 shares 22,023 $4.71M 0.25% +2,100 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: 15,898 shares; 2024Q4: 15,538 shares; 2025Q1: 15,418 shares; 2025Q2: 15,438 shares; 2025Q3: 15,308 shares; 2025Q4: 14,648 shares; 2026Q1: 14,418 shares 14,418 $4.7M 0.25% -230 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,351 shares; 2024Q4: 53,345 shares; 2025Q1: 53,304 shares; 2025Q2: 36,434 shares; 2025Q3: 33,520 shares; 2025Q4: 31,980 shares; 2026Q1: 31,630 shares 31,630 $4.62M 0.24% -350 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,992 shares; 2024Q4: 18,616 shares; 2025Q1: 17,987 shares; 2025Q2: 26,068 shares; 2025Q3: 28,137 shares; 2025Q4: 24,088 shares; 2026Q1: 29,587 shares 29,587 $4.33M 0.23% +5,499 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: 5,896 shares; 2024Q4: 6,326 shares; 2025Q1: 6,752 shares; 2025Q2: 6,748 shares; 2025Q3: 6,748 shares; 2025Q4: 6,674 shares; 2026Q1: 6,599 shares 6,599 $4.29M 0.23% -75 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: 39,250 shares; 2024Q4: 48,750 shares; 2025Q1: 47,361 shares; 2025Q2: 47,301 shares; 2025Q3: 46,895 shares; 2025Q4: 44,549 shares; 2026Q1: 44,384 shares 44,384 $4.28M 0.23% -165 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,942 shares; 2024Q4: 15,524 shares; 2025Q1: 14,474 shares; 2025Q2: 14,099 shares; 2025Q3: 14,199 shares; 2025Q4: 12,599 shares; 2026Q1: 12,539 shares 12,539 $4.24M 0.22% -60 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: 51,680 shares; 2024Q4: 50,486 shares; 2025Q1: 48,868 shares; 2025Q2: 46,434 shares; 2025Q3: 46,644 shares; 2025Q4: 44,004 shares; 2026Q1: 46,379 shares 46,379 $4.02M 0.21% +2,375 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: 57,503 shares; 2024Q4: 172,882 shares; 2025Q1: 172,740 shares; 2025Q2: 172,649 shares; 2025Q3: 172,248 shares; 2025Q4: 163,948 shares; 2026Q1: 158,011 shares 158,011 $3.97M 0.21% -5,937 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,497 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,450 shares; 2026Q1: 35,234 shares 35,234 $3.93M 0.21% -216 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: 21,031 shares; 2024Q4: 20,561 shares; 2025Q1: 20,241 shares; 2025Q2: 42,181 shares; 2025Q3: 41,481 shares; 2025Q4: 39,742 shares; 2026Q1: 39,652 shares 39,652 $3.9M 0.21% -90 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: 14,746 shares; 2024Q4: 14,416 shares; 2025Q1: 14,296 shares; 2025Q2: 14,276 shares; 2025Q3: 14,136 shares; 2025Q4: 13,466 shares; 2026Q1: 13,366 shares 13,366 $3.88M 0.21% -100 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,892 shares; 2024Q4: 15,482 shares; 2025Q1: 15,282 shares; 2025Q2: 15,322 shares; 2025Q3: 15,102 shares; 2025Q4: 14,422 shares; 2026Q1: 14,506 shares 14,506 $3.87M 0.2% +84 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,538 shares; 2024Q4: 97,109 shares; 2025Q1: 93,397 shares; 2025Q2: 89,911 shares; 2025Q3: 88,571 shares; 2025Q4: 82,015 shares; 2026Q1: 66,177 shares 66,177 $3.81M 0.2% -15,838 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,100 shares; 2025Q3: 49,630 shares; 2025Q4: 47,300 shares; 2026Q1: 47,040 shares 47,040 $3.78M 0.2% -260 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: 13,797 shares; 2024Q4: 13,660 shares; 2025Q1: 13,727 shares; 2025Q2: 13,720 shares; 2025Q3: 13,932 shares; 2025Q4: 14,198 shares; 2026Q1: 14,332 shares 14,332 $3.75M 0.2% +134 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: 6,566 shares; 2024Q4: 6,546 shares; 2025Q1: 6,383 shares; 2025Q2: 6,319 shares; 2025Q3: 6,215 shares; 2025Q4: 9,247 shares; 2026Q1: 6,194 shares 6,194 $3.74M 0.2% -3,053 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: 7,434 shares; 2024Q4: 7,096 shares; 2025Q1: 6,961 shares; 2025Q2: 6,804 shares; 2025Q3: 7,657 shares; 2025Q4: 50,535 shares; 2026Q1: 38,502 shares 38,502 $3.7M 0.2% -12,033 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,985 shares; 2024Q4: 16,444 shares; 2025Q1: 15,828 shares; 2025Q2: 10,170 shares; 2025Q3: 16,649 shares; 2025Q4: 9,320 shares; 2026Q1: 13,444 shares 13,444 $3.7M 0.2% +4,124 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,870 shares; 2025Q2: 20,920 shares; 2025Q3: 20,720 shares; 2025Q4: 19,780 shares; 2026Q1: 19,910 shares 19,910 $3.63M 0.19% +130 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: 1,166 shares; 2024Q4: 1,195 shares; 2025Q1: 6,120 shares; 2025Q2: 6,120 shares; 2025Q3: 6,152 shares; 2025Q4: 6,110 shares; 2026Q1: 6,022 shares 6,022 $3.6M 0.19% -88 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: 119,340 shares; 2024Q4: 115,538 shares; 2025Q1: 112,342 shares; 2025Q2: 111,300 shares; 2025Q3: 111,834 shares; 2025Q4: 112,187 shares; 2026Q1: 51,105 shares 51,105 $3.56M 0.19% -61,082 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: 29,360 shares; 2024Q4: 28,790 shares; 2025Q1: 28,580 shares; 2025Q2: 28,570 shares; 2025Q3: 28,270 shares; 2025Q4: 26,920 shares; 2026Q1: 26,900 shares 26,900 $3.56M 0.19% -20 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: 4,418 shares; 2024Q4: 4,318 shares; 2025Q1: 3,918 shares; 2025Q2: 3,868 shares; 2025Q3: 19,088 shares; 2025Q4: 17,810 shares; 2026Q1: 17,891 shares 17,891 $3.55M 0.19% +81 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,528 shares; 2024Q4: 52,438 shares; 2025Q1: 51,655 shares; 2025Q2: 51,565 shares; 2025Q3: 51,055 shares; 2025Q4: 48,631 shares; 2026Q1: 48,545 shares 48,545 $3.43M 0.18% -86 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,855 shares; 2024Q4: 55,013 shares; 2025Q1: 53,107 shares; 2025Q2: 53,007 shares; 2025Q3: 52,313 shares; 2025Q4: 51,824 shares; 2026Q1: 18,533 shares 18,533 $3.42M 0.18% -33,291 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,870 shares; 2024Q4: 91,860 shares; 2025Q1: 96,710 shares; 2025Q2: 96,870 shares; 2025Q3: 95,950 shares; 2025Q4: 91,510 shares; 2026Q1: 91,500 shares 91,500 $3.39M 0.18% -10 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: 35,571 shares; 2024Q4: 35,573 shares; 2025Q1: 35,091 shares; 2025Q2: 34,828 shares; 2025Q3: 34,770 shares; 2025Q4: 34,748 shares; 2026Q1: 34,733 shares 34,733 $3.38M 0.18% -15 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: not reported; 2024Q4: not reported; 2025Q1: 40,637 shares; 2025Q2: 39,790 shares; 2025Q3: 39,630 shares; 2025Q4: 37,450 shares; 2026Q1: 37,340 shares 37,340 $3.38M 0.18% -110 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: 16,962 shares; 2024Q4: 16,762 shares; 2025Q1: 16,747 shares; 2025Q2: 16,747 shares; 2025Q3: 16,677 shares; 2025Q4: 16,656 shares; 2026Q1: 16,471 shares 16,471 $3.35M 0.18% -185 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,445 shares; 2024Q4: 12,165 shares; 2025Q1: 12,095 shares; 2025Q2: 12,055 shares; 2025Q3: 11,985 shares; 2025Q4: 11,455 shares; 2026Q1: 11,565 shares 11,565 $3.35M 0.18% +110 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,905 shares; 2024Q4: 43,875 shares; 2025Q1: 43,605 shares; 2025Q2: 56,545 shares; 2025Q3: 43,085 shares; 2025Q4: 41,055 shares; 2026Q1: 40,975 shares 40,975 $3.3M 0.17% -80 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,841 shares; 2024Q4: 95,316 shares; 2025Q1: 88,566 shares; 2025Q2: 86,756 shares; 2025Q3: 93,866 shares; 2025Q4: 84,261 shares; 2026Q1: 83,961 shares 83,961 $3.28M 0.17% -300 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: 40,546 shares; 2024Q4: 25,472 shares; 2025Q1: 4,460 shares; 2025Q2: 4,128 shares; 2025Q3: 4,053 shares; 2025Q4: 11,976 shares; 2026Q1: 9,475 shares 9,475 $3.24M 0.17% -2,501 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,375 shares; 2024Q4: 56,107 shares; 2025Q1: 55,402 shares; 2025Q2: 55,382 shares; 2025Q3: 54,982 shares; 2025Q4: 52,462 shares; 2026Q1: 52,382 shares 52,382 $3.2M 0.17% -80 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: 16,829 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,005 shares; 2026Q1: 25,353 shares 25,353 $3.2M 0.17% +1,348 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: 59,848 shares; 2024Q4: 62,234 shares; 2025Q1: 42,330 shares; 2025Q2: 42,300 shares; 2025Q3: 68,563 shares; 2025Q4: 21,930 shares; 2026Q1: 21,725 shares 21,725 $3.2M 0.17% -205 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,427 shares 35,427 $3.19M 0.17% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,540 shares; 2024Q4: 76,010 shares; 2025Q1: 75,970 shares; 2025Q2: 75,900 shares; 2025Q3: 75,160 shares; 2025Q4: 71,760 shares; 2026Q1: 71,580 shares 71,580 $3.18M 0.17% -180 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,710 shares; 2025Q1: 53,980 shares; 2025Q2: 54,050 shares; 2025Q3: 53,490 shares; 2025Q4: 51,000 shares; 2026Q1: 50,000 shares 50,000 $3.14M 0.17% -1,000 Timeline XBI 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: 23,105 shares; 2024Q4: 25,509 shares; 2025Q1: 24,930 shares; 2025Q2: 23,741 shares; 2025Q3: 24,695 shares; 2025Q4: 24,419 shares; 2026Q1: 24,548 shares 24,548 $3.14M 0.17% +129 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: not reported; 2025Q4: 2,574 shares; 2026Q1: 2,025 shares 2,025 $2.98M 0.16% -549 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,300 shares; 2024Q4: 51,267 shares; 2025Q1: 41,290 shares; 2025Q2: 41,280 shares; 2025Q3: 76,930 shares; 2025Q4: 73,170 shares; 2026Q1: 73,050 shares 73,050 $2.96M 0.16% -120 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,832 shares; 2024Q4: 11,009 shares; 2025Q1: not reported; 2025Q2: 1,535 shares; 2025Q3: 19,261 shares; 2025Q4: 10,917 shares; 2026Q1: 14,387 shares 14,387 $2.93M 0.15% +3,470 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: 30,350 shares; 2024Q4: 37,690 shares; 2025Q1: 37,390 shares; 2025Q2: 37,350 shares; 2025Q3: 36,960 shares; 2025Q4: 35,240 shares; 2026Q1: 35,250 shares 35,250 $2.9M 0.15% +10 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,323 shares; 2024Q4: 64,415 shares; 2025Q1: 65,244 shares; 2025Q2: 63,717 shares; 2025Q3: 60,183 shares; 2025Q4: 57,316 shares; 2026Q1: 55,756 shares 55,756 $2.9M 0.15% -1,560 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,848 shares; 2024Q4: 32,178 shares; 2025Q1: 31,758 shares; 2025Q2: 31,758 shares; 2025Q3: 31,448 shares; 2025Q4: 30,088 shares; 2026Q1: 30,038 shares 30,038 $2.9M 0.15% -50 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,560 shares; 2025Q1: 43,240 shares; 2025Q2: 43,280 shares; 2025Q3: 42,800 shares; 2025Q4: 40,650 shares; 2026Q1: 40,160 shares 40,160 $2.87M 0.15% -490 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN 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: 116,120 shares; 2025Q3: 114,990 shares; 2025Q4: 109,410 shares; 2026Q1: 108,330 shares 108,330 $2.86M 0.15% -1,080 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: 13,302 shares; 2024Q4: 13,042 shares; 2025Q1: 13,471 shares; 2025Q2: 13,471 shares; 2025Q3: 14,337 shares; 2025Q4: 18,998 shares; 2026Q1: 19,433 shares 19,433 $2.85M 0.15% +435 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: 16,230 shares; 2024Q4: 14,610 shares; 2025Q1: 16,528 shares; 2025Q2: 13,423 shares; 2025Q3: 8,272 shares; 2025Q4: 8,259 shares; 2026Q1: 8,142 shares 8,142 $2.68M 0.14% -117 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: 10,075 shares; 2024Q4: 9,761 shares; 2025Q1: 10,435 shares; 2025Q2: 13,235 shares; 2025Q3: 10,275 shares; 2025Q4: 9,825 shares; 2026Q1: 9,725 shares 9,725 $2.63M 0.14% -100 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 68,639 shares; 2025Q3: 71,839 shares; 2025Q4: 64,289 shares; 2026Q1: 64,039 shares 64,039 $2.61M 0.14% -250 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,069 shares; 2024Q4: 76,069 shares; 2025Q1: 76,069 shares; 2025Q2: 76,069 shares; 2025Q3: 76,069 shares; 2025Q4: 76,069 shares; 2026Q1: 76,069 shares 76,069 $2.6M 0.14% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 2,468 shares; 2025Q3: 2,440 shares; 2025Q4: 17,198 shares; 2026Q1: 18,180 shares 18,180 $2.57M 0.14% +982 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,340 shares; 2024Q4: 52,940 shares; 2025Q1: 49,340 shares; 2025Q2: 48,035 shares; 2025Q3: 49,245 shares; 2025Q4: 44,070 shares; 2026Q1: 43,920 shares 43,920 $2.56M 0.14% -150 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,350 shares; 2024Q4: 71,920 shares; 2025Q1: 125,010 shares; 2025Q2: 62,840 shares; 2025Q3: 62,240 shares; 2025Q4: 59,380 shares; 2026Q1: 58,780 shares 58,780 $2.53M 0.13% -600 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: 5,318 shares; 2024Q4: 5,218 shares; 2025Q1: 5,018 shares; 2025Q2: 4,968 shares; 2025Q3: 5,318 shares; 2025Q4: 5,035 shares; 2026Q1: 5,035 shares 5,035 $2.5M 0.13% 0 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: 7,598 shares; 2024Q4: 7,343 shares; 2025Q1: 8,165 shares; 2025Q2: 8,165 shares; 2025Q3: 8,210 shares; 2025Q4: 8,210 shares; 2026Q1: 8,147 shares 8,147 $2.34M 0.12% -63 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: 105,665 shares; 2024Q4: 103,030 shares; 2025Q1: 96,080 shares; 2025Q2: 93,015 shares; 2025Q3: 98,265 shares; 2025Q4: 88,660 shares; 2026Q1: 88,360 shares 88,360 $2.3M 0.12% -300 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,400 shares; 2024Q4: 16,750 shares; 2025Q1: 15,535 shares; 2025Q2: 15,135 shares; 2025Q3: 15,185 shares; 2025Q4: 13,460 shares; 2026Q1: 13,410 shares 13,410 $2.3M 0.12% -50 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: 16,512 shares; 2024Q4: 16,112 shares; 2025Q1: 14,862 shares; 2025Q2: 14,462 shares; 2025Q3: 14,562 shares; 2025Q4: 13,144 shares; 2026Q1: 14,947 shares 14,947 $2.28M 0.12% +1,803 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: 707 shares; 2024Q4: 757 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 255 shares; 2026Q1: 1,578 shares 1,578 $2.18M 0.12% +1,323 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,745 shares 8,745 $2.14M 0.11% new 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: 21,736 shares; 2024Q4: 16,559 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,055 shares; 2026Q1: 8,466 shares 8,466 $2.12M 0.11% +4,411 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,999 shares; 2024Q4: 47,082 shares; 2025Q1: 46,932 shares; 2025Q2: 46,951 shares; 2025Q3: 46,751 shares; 2025Q4: 43,761 shares; 2026Q1: 42,358 shares 42,358 $2.09M 0.11% -1,403 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,965 shares 16,965 $2.08M 0.11% new Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 6,452 shares 6,452 $2.08M 0.11% new 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: 42,161 shares; 2024Q4: 38,732 shares; 2025Q1: 37,629 shares; 2025Q2: 39,635 shares; 2025Q3: 38,842 shares; 2025Q4: 20,130 shares; 2026Q1: 17,340 shares 17,340 $2.05M 0.11% -2,790 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: 81,153 shares; 2024Q4: 68,180 shares; 2025Q1: 68,882 shares; 2025Q2: 104,525 shares; 2025Q3: 106,328 shares; 2025Q4: 25,725 shares; 2026Q1: 38,430 shares 38,430 $2.03M 0.11% +12,705 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: 24,104 shares; 2024Q4: 23,504 shares; 2025Q1: 21,711 shares; 2025Q2: 21,161 shares; 2025Q3: 24,036 shares; 2025Q4: 21,646 shares; 2026Q1: 21,596 shares 21,596 $2.01M 0.11% -50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,672 shares 32,672 $1.98M 0.1% new Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,915 shares; 2024Q4: 18,440 shares; 2025Q1: 17,140 shares; 2025Q2: 16,682 shares; 2025Q3: 16,682 shares; 2025Q4: 14,803 shares; 2026Q1: 14,753 shares 14,753 $1.97M 0.1% -50 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: 44,360 shares; 2024Q4: 214,525 shares; 2025Q1: 202,475 shares; 2025Q2: 195,425 shares; 2025Q3: 188,675 shares; 2025Q4: 95,300 shares; 2026Q1: 95,000 shares 95,000 $1.97M 0.1% -300 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,348 shares; 2024Q4: 26,559 shares; 2025Q1: 39,492 shares; 2025Q2: 24,803 shares; 2025Q3: 23,599 shares; 2025Q4: 15,302 shares; 2026Q1: 15,353 shares 15,353 $1.94M 0.1% +51 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,300 shares; 2024Q4: 24,400 shares; 2025Q1: 22,700 shares; 2025Q2: 22,050 shares; 2025Q3: 22,950 shares; 2025Q4: 20,550 shares; 2026Q1: 20,500 shares 20,500 $1.91M 0.1% -50 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,206 shares; 2024Q4: 80,285 shares; 2025Q1: 73,485 shares; 2025Q2: 72,317 shares; 2025Q3: 78,008 shares; 2025Q4: 68,426 shares; 2026Q1: 68,176 shares 68,176 $1.87M 0.1% -250 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,687 shares; 2024Q4: 14,922 shares; 2025Q1: 21,107 shares; 2025Q2: 24,767 shares; 2025Q3: 26,102 shares; 2025Q4: 15,083 shares; 2026Q1: 19,023 shares 19,023 $1.86M 0.1% +3,940 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,399 shares; 2025Q2: 10,384 shares; 2025Q3: not reported; 2025Q4: 16,971 shares; 2026Q1: 18,297 shares 18,297 $1.83M 0.1% +1,326 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,780 shares; 2024Q4: 6,999 shares; 2025Q1: 10,589 shares; 2025Q2: 5,532 shares; 2025Q3: not reported; 2025Q4: 2,431 shares; 2026Q1: 4,579 shares 4,579 $1.82M 0.1% +2,148 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: 19,430 shares; 2024Q4: 19,030 shares; 2025Q1: 17,980 shares; 2025Q2: 17,580 shares; 2025Q3: 16,930 shares; 2025Q4: 15,380 shares; 2026Q1: 15,330 shares 15,330 $1.82M 0.1% -50 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,945 shares; 2025Q1: 3,841 shares; 2025Q2: not reported; 2025Q3: 2,075 shares; 2025Q4: not reported; 2026Q1: 3,716 shares 3,716 $1.8M 0.1% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,864 shares 13,864 $1.8M 0.1% new 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: 31,789 shares; 2024Q4: 29,769 shares; 2025Q1: 27,312 shares; 2025Q2: 26,557 shares; 2025Q3: 25,557 shares; 2025Q4: 23,322 shares; 2026Q1: 31,697 shares 31,697 $1.8M 0.1% +8,375 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: 6,357 shares; 2024Q4: 6,347 shares; 2025Q1: 6,257 shares; 2025Q2: 6,082 shares; 2025Q3: 5,970 shares; 2025Q4: 5,889 shares; 2026Q1: 5,694 shares 5,694 $1.79M 0.09% -195 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,550 shares; 2024Q4: 90,525 shares; 2025Q1: 83,245 shares; 2025Q2: 81,200 shares; 2025Q3: 82,100 shares; 2025Q4: 73,645 shares; 2026Q1: 73,395 shares 73,395 $1.78M 0.09% -250 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: 14,333 shares; 2026Q1: 9,716 shares 9,716 $1.77M 0.09% -4,617 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,660 shares; 2024Q4: 62,990 shares; 2025Q1: 58,590 shares; 2025Q2: 57,035 shares; 2025Q3: 57,735 shares; 2025Q4: 51,360 shares; 2026Q1: 51,210 shares 51,210 $1.77M 0.09% -150 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,315 shares; 2024Q4: 88,385 shares; 2025Q1: 82,035 shares; 2025Q2: 80,385 shares; 2025Q3: 82,085 shares; 2025Q4: 72,935 shares; 2026Q1: 72,685 shares 72,685 $1.77M 0.09% -250 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,419 shares; 2025Q3: not reported; 2025Q4: 8,332 shares; 2026Q1: 8,352 shares 8,352 $1.76M 0.09% +20 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,674 shares 25,674 $1.75M 0.09% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,289 shares; 2026Q1: 7,564 shares 7,564 $1.75M 0.09% +275 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,838 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,264 shares 5,264 $1.73M 0.09% new 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: 15,835 shares; 2024Q4: 10,744 shares; 2025Q1: 8,080 shares; 2025Q2: 9,156 shares; 2025Q3: 13,279 shares; 2025Q4: 7,365 shares; 2026Q1: 7,102 shares 7,102 $1.73M 0.09% -263 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,789 shares; 2025Q4: 3,621 shares; 2026Q1: 3,644 shares 3,644 $1.72M 0.09% +23 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,325 shares; 2024Q4: 9,125 shares; 2025Q1: 8,475 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 7,300 shares; 2026Q1: 7,300 shares 7,300 $1.7M 0.09% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,150 shares; 2024Q4: 28,350 shares; 2025Q1: 26,450 shares; 2025Q2: 25,650 shares; 2025Q3: 27,350 shares; 2025Q4: 24,650 shares; 2026Q1: 24,550 shares 24,550 $1.7M 0.09% -100 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,925 shares; 2025Q1: 10,292 shares; 2025Q2: 7,760 shares; 2025Q3: 6,256 shares; 2025Q4: not reported; 2026Q1: 8,991 shares 8,991 $1.68M 0.09% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,250 shares; 2024Q4: 14,850 shares; 2025Q1: 13,850 shares; 2025Q2: 13,500 shares; 2025Q3: 13,800 shares; 2025Q4: 12,250 shares; 2026Q1: 12,200 shares 12,200 $1.67M 0.09% -50 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,450 shares; 2025Q1: 5,050 shares; 2025Q2: 4,950 shares; 2025Q3: 5,400 shares; 2025Q4: 4,850 shares; 2026Q1: 4,850 shares 4,850 $1.64M 0.09% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,980 shares; 2024Q4: 24,270 shares; 2025Q1: 27,070 shares; 2025Q2: 26,335 shares; 2025Q3: 26,185 shares; 2025Q4: 23,425 shares; 2026Q1: 23,375 shares 23,375 $1.62M 0.09% -50 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: 12,672 shares; 2024Q4: 12,672 shares; 2025Q1: 12,672 shares; 2025Q2: 12,672 shares; 2025Q3: 12,562 shares; 2025Q4: 12,497 shares; 2026Q1: 12,297 shares 12,297 $1.58M 0.08% -200 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,883 shares; 2024Q4: 16,433 shares; 2025Q1: 16,433 shares; 2025Q2: 34,915 shares; 2025Q3: 43,351 shares; 2025Q4: 41,911 shares; 2026Q1: 41,726 shares 41,726 $1.56M 0.08% -185 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134,950 shares 134,950 $1.52M 0.08% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,346 shares; 2024Q4: 14,966 shares; 2025Q1: 14,581 shares; 2025Q2: 14,545 shares; 2025Q3: 14,525 shares; 2025Q4: 14,095 shares; 2026Q1: 13,871 shares 13,871 $1.52M 0.08% -224 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: 6,305 shares; 2024Q4: 6,165 shares; 2025Q1: 6,142 shares; 2025Q2: 5,997 shares; 2025Q3: 5,958 shares; 2025Q4: 8,438 shares; 2026Q1: 5,944 shares 5,944 $1.47M 0.08% -2,494 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: 25,313 shares; 2024Q4: 24,413 shares; 2025Q1: 22,663 shares; 2025Q2: 22,113 shares; 2025Q3: 22,613 shares; 2025Q4: 20,163 shares; 2026Q1: 20,113 shares 20,113 $1.46M 0.08% -50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,424 shares 6,424 $1.43M 0.08% new 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: 17,594 shares; 2024Q4: 17,598 shares; 2025Q1: 27,601 shares; 2025Q2: 26,586 shares; 2025Q3: 17,590 shares; 2025Q4: 17,594 shares; 2026Q1: 17,763 shares 17,763 $1.41M 0.07% +169 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: 26,805 shares; 2024Q4: 26,805 shares; 2025Q1: 26,432 shares; 2025Q2: 26,097 shares; 2025Q3: 26,097 shares; 2025Q4: 26,097 shares; 2026Q1: 26,097 shares 26,097 $1.41M 0.07% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,602 shares; 2025Q4: 23,760 shares; 2026Q1: 20,834 shares 20,834 $1.4M 0.07% -2,926 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 25,719 shares 25,719 $1.39M 0.07% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,195 shares; 2024Q4: 13,927 shares; 2025Q1: 14,505 shares; 2025Q2: 14,323 shares; 2025Q3: 14,418 shares; 2025Q4: 14,382 shares; 2026Q1: 12,130 shares 12,130 $1.37M 0.07% -2,252 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,200 shares; 2024Q4: 27,500 shares; 2025Q1: 30,528 shares; 2025Q2: 30,528 shares; 2025Q3: 30,928 shares; 2025Q4: 28,528 shares; 2026Q1: 28,728 shares 28,728 $1.37M 0.07% +200 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: 10,411 shares; 2024Q4: 13,661 shares; 2025Q1: 14,171 shares; 2025Q2: 14,171 shares; 2025Q3: 14,155 shares; 2025Q4: 14,380 shares; 2026Q1: 14,070 shares 14,070 $1.37M 0.07% -310 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,133 shares; 2024Q4: 26,573 shares; 2025Q1: 26,133 shares; 2025Q2: 26,113 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,465 shares 4,465 $1.36M 0.07% new 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: 28,519 shares; 2024Q4: 22,133 shares; 2025Q1: 21,576 shares; 2025Q2: 17,026 shares; 2025Q3: 16,747 shares; 2025Q4: 14,412 shares; 2026Q1: 14,392 shares 14,392 $1.35M 0.07% -20 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,706 shares; 2025Q4: 11,995 shares; 2026Q1: 11,367 shares 11,367 $1.34M 0.07% -628 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: 2,942 shares; 2024Q4: 5,414 shares; 2025Q1: 5,510 shares; 2025Q2: 4,970 shares; 2025Q3: 4,877 shares; 2025Q4: 10,058 shares; 2026Q1: 10,048 shares 10,048 $1.34M 0.07% -10 Timeline NTNX NUTANIX INC More: the full row for NUTANIX 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: 34,331 shares; 2026Q1: 34,708 shares 34,708 $1.32M 0.07% +377 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: 21,795 shares; 2024Q4: 21,500 shares; 2025Q1: 21,490 shares; 2025Q2: 20,740 shares; 2025Q3: 20,740 shares; 2025Q4: 20,740 shares; 2026Q1: 14,743 shares 14,743 $1.31M 0.07% -5,997 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: 98,650 shares; 2024Q4: 95,900 shares; 2025Q1: 89,350 shares; 2025Q2: 86,900 shares; 2025Q3: 86,550 shares; 2025Q4: 77,050 shares; 2026Q1: 76,800 shares 76,800 $1.3M 0.07% -250 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: 21,636 shares; 2024Q4: 20,832 shares; 2025Q1: 18,845 shares; 2025Q2: 18,772 shares; 2025Q3: 18,470 shares; 2025Q4: 17,520 shares; 2026Q1: 6,572 shares 6,572 $1.26M 0.07% -10,948 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,254 shares; 2024Q4: 4,254 shares; 2025Q1: 4,254 shares; 2025Q2: 4,254 shares; 2025Q3: 4,254 shares; 2025Q4: 4,784 shares; 2026Q1: 4,239 shares 4,239 $1.25M 0.07% -545 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,850 shares; 2026Q1: 3,850 shares 3,850 $1.24M 0.07% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,062 shares; 2025Q3: 7,584 shares; 2025Q4: 8,400 shares; 2026Q1: 8,358 shares 8,358 $1.2M 0.06% -42 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,135 shares; 2024Q4: 5,200 shares; 2025Q1: 16,541 shares; 2025Q2: 17,050 shares; 2025Q3: 16,044 shares; 2025Q4: 5,766 shares; 2026Q1: 5,718 shares 5,718 $1.18M 0.06% -48 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,316 shares 31,316 $1.18M 0.06% new Timeline DAN DANA INC More: the full row for DANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,664 shares; 2025Q1: 24,582 shares; 2025Q2: 24,503 shares; 2025Q3: 24,226 shares; 2025Q4: 23,476 shares; 2026Q1: 34,132 shares 34,132 $1.15M 0.06% +10,656 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,264 shares; 2025Q4: not reported; 2026Q1: 1,439 shares 1,439 $1.14M 0.06% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,300 shares; 2025Q3: 20,130 shares; 2025Q4: 20,385 shares; 2026Q1: 20,000 shares 20,000 $1.13M 0.06% -385 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: 22,821 shares; 2024Q4: 22,441 shares; 2025Q1: 22,226 shares; 2025Q2: 22,226 shares; 2025Q3: 22,226 shares; 2025Q4: 22,226 shares; 2026Q1: 16,526 shares 16,526 $1.13M 0.06% -5,700 Timeline VONV 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: 112,687 shares; 2024Q4: 117,376 shares; 2025Q1: 115,657 shares; 2025Q2: 115,727 shares; 2025Q3: 115,804 shares; 2025Q4: 115,860 shares; 2026Q1: 11,717 shares 11,717 $1.1M 0.06% -104,143 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: 6,046 shares; 2024Q4: 6,005 shares; 2025Q1: 6,005 shares; 2025Q2: 5,951 shares; 2025Q3: 5,861 shares; 2025Q4: 5,841 shares; 2026Q1: 5,716 shares 5,716 $1.08M 0.06% -125 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,550 shares; 2025Q2: 52,250 shares; 2025Q3: 52,900 shares; 2025Q4: 47,350 shares; 2026Q1: 47,200 shares 47,200 $1.07M 0.06% -150 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,528 shares; 2024Q4: 23,095 shares; 2025Q1: 21,395 shares; 2025Q2: 20,917 shares; 2025Q3: 22,567 shares; 2025Q4: 20,177 shares; 2026Q1: 20,127 shares 20,127 $1.05M 0.06% -50 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,126 shares; 2024Q4: 14,718 shares; 2025Q1: 13,679 shares; 2025Q2: 13,269 shares; 2025Q3: 13,769 shares; 2025Q4: 12,229 shares; 2026Q1: 12,179 shares 12,179 $1.03M 0.05% -50 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: 6,166 shares; 2024Q4: 6,016 shares; 2025Q1: 5,616 shares; 2025Q2: 5,466 shares; 2025Q3: 5,816 shares; 2025Q4: 5,166 shares; 2026Q1: 5,166 shares 5,166 $1.02M 0.05% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,650 shares; 2024Q4: 67,700 shares; 2025Q1: 62,900 shares; 2025Q2: 61,250 shares; 2025Q3: 61,650 shares; 2025Q4: 54,800 shares; 2026Q1: 54,600 shares 54,600 $1.01M 0.05% -200 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,153 shares 46,153 $1M 0.05% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,991 shares; 2024Q4: 2,122 shares; 2025Q1: 2,664 shares; 2025Q2: 2,638 shares; 2025Q3: 2,609 shares; 2025Q4: 2,553 shares; 2026Q1: 3,767 shares 3,767 $1M 0.05% +1,214 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,041 shares 15,041 $972K 0.05% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,000 shares; 2024Q4: 39,000 shares; 2025Q1: 39,000 shares; 2025Q2: 39,000 shares; 2025Q3: 38,000 shares; 2025Q4: 38,000 shares; 2026Q1: 37,100 shares 37,100 $969K 0.05% -900 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,819 shares 12,819 $963K 0.05% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,619 shares; 2024Q4: 27,494 shares; 2025Q1: 22,308 shares; 2025Q2: 21,000 shares; 2025Q3: 19,475 shares; 2025Q4: 13,442 shares; 2026Q1: 12,987 shares 12,987 $932K 0.05% -455 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,750 shares; 2025Q2: 1,700 shares; 2025Q3: 1,000 shares; 2025Q4: 700 shares; 2026Q1: 704 shares 704 $930K 0.05% +4 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: 19,672 shares; 2025Q1: 18,604 shares; 2025Q2: 17,342 shares; 2025Q3: 18,942 shares; 2025Q4: 16,642 shares; 2026Q1: 16,592 shares 16,592 $916K 0.05% -50 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,015 shares 14,015 $913K 0.05% new Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,214 shares 11,214 $907K 0.05% new Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,055 shares; 2025Q1: 1,294 shares; 2025Q2: 1,258 shares; 2025Q3: 1,230 shares; 2025Q4: 1,200 shares; 2026Q1: 1,888 shares 1,888 $900K 0.05% +688 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,550 shares; 2024Q4: 19,000 shares; 2025Q1: 17,550 shares; 2025Q2: 17,100 shares; 2025Q3: 18,250 shares; 2025Q4: 18,713 shares; 2026Q1: 18,350 shares 18,350 $895K 0.05% -363 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,400 shares; 2025Q4: 3,000 shares; 2026Q1: 8,800 shares 8,800 $878K 0.05% +5,800 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,230 shares; 2024Q4: 14,610 shares; 2025Q1: 13,710 shares; 2025Q2: 13,370 shares; 2025Q3: 13,270 shares; 2025Q4: 11,790 shares; 2026Q1: 11,740 shares 11,740 $874K 0.05% -50 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: 53,942 shares; 2024Q4: 50,456 shares; 2025Q1: 49,676 shares; 2025Q2: 47,471 shares; 2025Q3: 45,856 shares; 2025Q4: 41,467 shares; 2026Q1: 31,117 shares 31,117 $874K 0.05% -10,350 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: 14,220 shares; 2024Q4: 13,980 shares; 2025Q1: 13,980 shares; 2025Q2: 13,980 shares; 2025Q3: 13,650 shares; 2025Q4: 13,380 shares; 2026Q1: 12,695 shares 12,695 $857K 0.05% -685 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,110 shares; 2024Q4: 25,274 shares; 2025Q1: 22,761 shares; 2025Q2: 15,870 shares; 2025Q3: 14,510 shares; 2025Q4: 14,460 shares; 2026Q1: 14,410 shares 14,410 $855K 0.05% -50 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,805 shares; 2024Q4: 202,733 shares; 2025Q1: 84,028 shares; 2025Q2: 62,817 shares; 2025Q3: 48,368 shares; 2025Q4: 39,837 shares; 2026Q1: 29,539 shares 29,539 $848K 0.04% -10,298 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,200 shares; 2024Q4: 43,100 shares; 2025Q1: 40,150 shares; 2025Q2: 39,100 shares; 2025Q3: 41,000 shares; 2025Q4: 36,800 shares; 2026Q1: 36,650 shares 36,650 $827K 0.04% -150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,786 shares 12,786 $821K 0.04% new Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC 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: 9,003 shares; 2026Q1: 13,097 shares 13,097 $820K 0.04% +4,094 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: 7,098 shares; 2024Q4: 22,303 shares; 2025Q1: 7,098 shares; 2025Q2: 7,085 shares; 2025Q3: 22,258 shares; 2025Q4: 7,085 shares; 2026Q1: 7,075 shares 7,075 $814K 0.04% -10 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: 9,456 shares; 2024Q4: 35,347 shares; 2025Q1: 42,138 shares; 2025Q2: 5,008 shares; 2025Q3: 16,819 shares; 2025Q4: 4,906 shares; 2026Q1: 4,874 shares 4,874 $800K 0.04% -32 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,411 shares; 2025Q2: 1,396 shares; 2025Q3: 1,371 shares; 2025Q4: 1,342 shares; 2026Q1: 1,999 shares 1,999 $788K 0.04% +657 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,958 shares; 2024Q4: 3,955 shares; 2025Q1: 718 shares; 2025Q2: 712 shares; 2025Q3: 702 shares; 2025Q4: 688 shares; 2026Q1: 1,044 shares 1,044 $771K 0.04% +356 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,332 shares; 2025Q3: 1,332 shares; 2025Q4: 1,332 shares; 2026Q1: 1,332 shares 1,332 $750K 0.04% 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: 46,250 shares; 2024Q4: 45,050 shares; 2025Q1: 41,900 shares; 2025Q2: 40,800 shares; 2025Q3: 33,950 shares; 2025Q4: 28,900 shares; 2026Q1: 28,850 shares 28,850 $747K 0.04% -50 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,462 shares; 2025Q2: 7,379 shares; 2025Q3: 7,303 shares; 2025Q4: 7,072 shares; 2026Q1: 10,161 shares 10,161 $745K 0.04% +3,089 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,001 shares; 2024Q4: 7,748 shares; 2025Q1: 7,198 shares; 2025Q2: 7,068 shares; 2025Q3: 7,468 shares; 2025Q4: 6,718 shares; 2026Q1: 6,718 shares 6,718 $743K 0.04% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 16,024 shares; 2026Q1: 8,932 shares 8,932 $740K 0.04% -7,092 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,210 shares; 2024Q4: 32,750 shares; 2025Q1: 56,350 shares; 2025Q2: 54,730 shares; 2025Q3: 26,980 shares; 2025Q4: 24,190 shares; 2026Q1: 24,090 shares 24,090 $717K 0.04% -100 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,040 shares; 2024Q4: 6,040 shares; 2025Q1: 4,891 shares; 2025Q2: 4,891 shares; 2025Q3: 4,891 shares; 2025Q4: 4,891 shares; 2026Q1: 4,891 shares 4,891 $677K 0.04% 0 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: 5,040 shares; 2024Q4: 4,940 shares; 2025Q1: 4,940 shares; 2025Q2: 4,840 shares; 2025Q3: 5,340 shares; 2025Q4: 5,390 shares; 2026Q1: 5,390 shares 5,390 $676K 0.04% 0 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,462 shares; 2024Q4: not reported; 2025Q1: 25,439 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,482 shares; 2026Q1: 27,486 shares 27,486 $676K 0.04% +8,004 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 837 shares; 2025Q4: 819 shares; 2026Q1: 1,235 shares 1,235 $673K 0.04% +416 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,927 shares; 2025Q1: 8,614 shares; 2025Q2: 8,677 shares; 2025Q3: 8,580 shares; 2025Q4: 8,334 shares; 2026Q1: 12,385 shares 12,385 $672K 0.04% +4,051 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,477 shares; 2024Q4: 28,977 shares; 2025Q1: 26,427 shares; 2025Q2: 25,520 shares; 2025Q3: 27,020 shares; 2025Q4: 23,320 shares; 2026Q1: 23,220 shares 23,220 $662K 0.04% -100 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,772 shares; 2025Q3: 9,652 shares; 2025Q4: 10,013 shares; 2026Q1: 14,595 shares 14,595 $658K 0.03% +4,582 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,936 shares; 2025Q1: 7,358 shares; 2025Q2: 7,339 shares; 2025Q3: 7,267 shares; 2025Q4: 7,245 shares; 2026Q1: 10,395 shares 10,395 $649K 0.03% +3,150 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 5,875 shares; 2025Q1: 5,475 shares; 2025Q2: 5,350 shares; 2025Q3: 6,100 shares; 2025Q4: 5,530 shares; 2026Q1: 5,530 shares 5,530 $616K 0.03% 0 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST 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: 4,441 shares; 2025Q4: 4,294 shares; 2026Q1: 6,230 shares 6,230 $613K 0.03% +1,936 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,835 shares; 2024Q4: 3,812 shares; 2025Q1: 4,781 shares; 2025Q2: 4,743 shares; 2025Q3: 4,685 shares; 2025Q4: 4,524 shares; 2026Q1: 6,627 shares 6,627 $611K 0.03% +2,103 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: 859 shares; 2024Q4: 860 shares; 2025Q1: 575 shares; 2025Q2: 495 shares; 2025Q3: 475 shares; 2025Q4: 418 shares; 2026Q1: 1,386 shares 1,386 $605K 0.03% +968 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: 177,226 shares; 2024Q4: 169,820 shares; 2025Q1: 167,853 shares; 2025Q2: 165,569 shares; 2025Q3: 127,328 shares; 2025Q4: 15,828 shares; 2026Q1: 13,143 shares 13,143 $604K 0.03% -2,685 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 2,288 shares; 2025Q1: 2,789 shares; 2025Q2: 2,789 shares; 2025Q3: 2,889 shares; 2025Q4: 2,508 shares; 2026Q1: 2,491 shares 2,491 $604K 0.03% -17 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,035 shares; 2024Q4: 22,275 shares; 2025Q1: 20,375 shares; 2025Q2: 19,835 shares; 2025Q3: 21,685 shares; 2025Q4: 18,985 shares; 2026Q1: 18,935 shares 18,935 $602K 0.03% -50 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: not reported; 2024Q4: not reported; 2025Q1: 10,024 shares; 2025Q2: 10,121 shares; 2025Q3: 10,003 shares; 2025Q4: 9,552 shares; 2026Q1: 13,870 shares 13,870 $591K 0.03% +4,318 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM 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: not reported; 2025Q3: 4,253 shares; 2025Q4: 4,139 shares; 2026Q1: 5,983 shares 5,983 $583K 0.03% +1,844 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,905 shares; 2025Q1: 2,387 shares; 2025Q2: 2,366 shares; 2025Q3: 2,340 shares; 2025Q4: 2,276 shares; 2026Q1: 3,402 shares 3,402 $574K 0.03% +1,126 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: 2,962 shares; 2024Q4: 2,962 shares; 2025Q1: 2,962 shares; 2025Q2: 2,962 shares; 2025Q3: 2,962 shares; 2025Q4: 2,952 shares; 2026Q1: 2,952 shares 2,952 $573K 0.03% 0 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,632 shares; 2025Q3: 2,601 shares; 2025Q4: 2,552 shares; 2026Q1: 3,943 shares 3,943 $564K 0.03% +1,391 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: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,305 shares; 2025Q2: 2,305 shares; 2025Q3: 2,305 shares; 2025Q4: 2,305 shares; 2026Q1: 2,305 shares 2,305 $559K 0.03% 0 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: 1,049 shares; 2024Q4: 1,049 shares; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: 1,011 shares; 2025Q4: 964 shares; 2026Q1: 964 shares 964 $556K 0.03% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 980 shares; 2026Q1: 1,280 shares 1,280 $551K 0.03% +300 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,533 shares; 2024Q4: 9,533 shares; 2025Q1: 8,399 shares; 2025Q2: 7,444 shares; 2025Q3: 7,430 shares; 2025Q4: 7,405 shares; 2026Q1: 7,481 shares 7,481 $547K 0.03% +76 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,580 shares; 2024Q4: 3,580 shares; 2025Q1: 3,874 shares; 2025Q2: 3,874 shares; 2025Q3: 3,874 shares; 2025Q4: 3,758 shares; 2026Q1: 3,758 shares 3,758 $546K 0.03% 0 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,633 shares; 2025Q1: 4,651 shares; 2025Q2: 4,607 shares; 2025Q3: 4,557 shares; 2025Q4: 4,101 shares; 2026Q1: 6,165 shares 6,165 $543K 0.03% +2,064 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 16,500 shares; 2025Q1: 16,350 shares; 2025Q2: 16,450 shares; 2025Q3: 16,200 shares; 2025Q4: 14,500 shares; 2026Q1: 14,568 shares 14,568 $535K 0.03% +68 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: 4,919 shares; 2024Q4: 4,923 shares; 2025Q1: 4,526 shares; 2025Q2: 4,078 shares; 2025Q3: 3,779 shares; 2025Q4: 3,671 shares; 2026Q1: 3,671 shares 3,671 $535K 0.03% 0 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: 5,354 shares; 2024Q4: 5,354 shares; 2025Q1: 5,314 shares; 2025Q2: 5,314 shares; 2025Q3: 5,314 shares; 2025Q4: 5,314 shares; 2026Q1: 5,304 shares 5,304 $534K 0.03% -10 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,644 shares; 2024Q4: 22,139 shares; 2025Q1: 25,582 shares; 2025Q2: 25,549 shares; 2025Q3: 25,196 shares; 2025Q4: 22,986 shares; 2026Q1: 29,500 shares 29,500 $534K 0.03% +6,514 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,607 shares 1,607 $531K 0.03% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,946 shares 14,946 $531K 0.03% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 420 shares; 2025Q4: 419 shares; 2026Q1: 417 shares 417 $526K 0.03% -2 Timeline AN AUTONATION INC More: the full row for AUTONATION 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: 2,687 shares 2,687 $525K 0.03% new Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL 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: 13,583 shares; 2026Q1: 19,771 shares 19,771 $521K 0.03% +6,188 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares 925 $520K 0.03% 0 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 1,669 shares; 2025Q1: 2,085 shares; 2025Q2: 2,071 shares; 2025Q3: 2,037 shares; 2025Q4: 1,973 shares; 2026Q1: 2,962 shares 2,962 $513K 0.03% +989 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,976 shares; 2024Q4: 2,976 shares; 2025Q1: 2,977 shares; 2025Q2: 3,027 shares; 2025Q3: 3,028 shares; 2025Q4: 3,028 shares; 2026Q1: 3,029 shares 3,029 $512K 0.03% +1 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,198 shares; 2025Q2: not reported; 2025Q3: 18,742 shares; 2025Q4: 18,432 shares; 2026Q1: 26,498 shares 26,498 $508K 0.03% +8,066 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL 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: 5,367 shares 5,367 $508K 0.03% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,700 shares; 2024Q4: 19,200 shares; 2025Q1: 17,900 shares; 2025Q2: 17,400 shares; 2025Q3: 18,750 shares; 2025Q4: 17,000 shares; 2026Q1: 16,950 shares 16,950 $501K 0.03% -50 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,434 shares; 2025Q1: 2,981 shares; 2025Q2: 2,908 shares; 2025Q3: 2,874 shares; 2025Q4: 2,784 shares; 2026Q1: 4,131 shares 4,131 $500K 0.03% +1,347 Timeline NOV NOV INC More: the full row for NOV 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: 26,556 shares 26,556 $500K 0.03% new Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,722 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,314 shares 13,314 $494K 0.03% new Timeline HCSG HEALTHCARE SVCS GROUP INC More: the full row for HEALTHCARE 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: not reported; 2025Q4: not reported; 2026Q1: 26,477 shares 26,477 $491K 0.03% new 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: 4,437 shares; 2024Q4: 8,127 shares; 2025Q1: 4,536 shares; 2025Q2: 10,537 shares; 2025Q3: 967 shares; 2025Q4: 8,690 shares; 2026Q1: 977 shares 977 $488K 0.03% -7,713 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,828 shares; 2025Q4: 5,176 shares; 2026Q1: 7,079 shares 7,079 $485K 0.03% +1,903 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares 6,000 $480K 0.03% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,666 shares; 2025Q1: 2,666 shares; 2025Q2: 2,666 shares; 2025Q3: 2,666 shares; 2025Q4: 2,666 shares; 2026Q1: 2,666 shares 2,666 $480K 0.03% 0 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,654 shares; 2025Q4: not reported; 2026Q1: 6,286 shares 6,286 $477K 0.03% new Timeline EFOR EVERFORTH INC More: the full row for EVERFORTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,269 shares 12,269 $475K 0.03% new Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,573 shares; 2025Q2: not reported; 2025Q3: 3,332 shares; 2025Q4: 3,186 shares; 2026Q1: 4,492 shares 4,492 $475K 0.03% +1,306 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,205 shares; 2024Q4: 25,205 shares; 2025Q1: 25,205 shares; 2025Q2: 25,205 shares; 2025Q3: 25,205 shares; 2025Q4: 25,205 shares; 2026Q1: 24,205 shares 24,205 $471K 0.02% -1,000 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: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 1,576 shares; 2025Q2: 1,576 shares; 2025Q3: 1,576 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares 1,560 $466K 0.02% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,438 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 746 shares; 2026Q1: 1,144 shares 1,144 $466K 0.02% +398 Timeline CMBT CMB.TECH NV More: the full row for CMB.TECH NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,150 shares; 2024Q4: 46,450 shares; 2025Q1: 43,300 shares; 2025Q2: 42,100 shares; 2025Q3: 41,450 shares; 2025Q4: 36,850 shares; 2026Q1: 36,750 shares 36,750 $465K 0.02% -100 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: 30,422 shares; 2024Q4: 20,328 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 12,581 shares; 2025Q4: 11,212 shares; 2026Q1: 4,200 shares 4,200 $460K 0.02% -7,012 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT 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: 46,458 shares 46,458 $459K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,479 shares; 2025Q2: 2,473 shares; 2025Q3: 2,445 shares; 2025Q4: not reported; 2026Q1: 5,668 shares 5,668 $450K 0.02% new Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,027 shares; 2026Q1: 5,995 shares 5,995 $449K 0.02% +1,968 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,594 shares; 2026Q1: 3,811 shares 3,811 $447K 0.02% +1,217 Timeline AMN AMN HEALTHCARE SVCS INC More: the full row for AMN HEALTHCARE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,225 shares 24,225 $444K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,337 shares 13,337 $444K 0.02% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $443K 0.02% 0 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,732 shares; 2024Q4: 2,915 shares; 2025Q1: 3,647 shares; 2025Q2: 3,624 shares; 2025Q3: 3,578 shares; 2025Q4: 3,459 shares; 2026Q1: 5,163 shares 5,163 $442K 0.02% +1,704 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares; 2026Q1: 1,230 shares 1,230 $435K 0.02% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,508 shares; 2026Q1: 3,598 shares 3,598 $434K 0.02% +1,090 Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,510 shares; 2026Q1: 11,066 shares 11,066 $433K 0.02% +3,556 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,081 shares 13,081 $433K 0.02% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,701 shares; 2024Q4: 21,421 shares; 2025Q1: 10,480 shares; 2025Q2: 10,480 shares; 2025Q3: 10,480 shares; 2025Q4: 10,340 shares; 2026Q1: 8,379 shares 8,379 $421K 0.02% -1,961 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,037 shares; 2025Q3: 5,968 shares; 2025Q4: 5,803 shares; 2026Q1: 8,901 shares 8,901 $420K 0.02% +3,098 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 860 shares; 2025Q4: 840 shares; 2026Q1: 1,385 shares 1,385 $418K 0.02% +545 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly 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: 1,272 shares 1,272 $410K 0.02% new Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,574 shares; 2025Q1: 1,928 shares; 2025Q2: 1,927 shares; 2025Q3: 1,905 shares; 2025Q4: 1,841 shares; 2026Q1: 2,717 shares 2,717 $406K 0.02% +876 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,852 shares; 2024Q4: 64,027 shares; 2025Q1: 59,827 shares; 2025Q2: 57,362 shares; 2025Q3: 60,512 shares; 2025Q4: 54,427 shares; 2026Q1: 54,227 shares 54,227 $394K 0.02% -200 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,131 shares; 2024Q4: 9,131 shares; 2025Q1: 9,131 shares; 2025Q2: 9,131 shares; 2025Q3: 9,131 shares; 2025Q4: 9,131 shares; 2026Q1: 9,131 shares 9,131 $388K 0.02% 0 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,365 shares; 2024Q4: 4,653 shares; 2025Q1: 5,842 shares; 2025Q2: 5,784 shares; 2025Q3: not reported; 2025Q4: 6,355 shares; 2026Q1: 8,301 shares 8,301 $387K 0.02% +1,946 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,084 shares; 2024Q4: 4,084 shares; 2025Q1: 4,084 shares; 2025Q2: 4,081 shares; 2025Q3: 4,081 shares; 2025Q4: 1,281 shares; 2026Q1: 1,212 shares 1,212 $386K 0.02% -69 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: 3,122 shares; 2024Q4: 3,417 shares; 2025Q1: 3,261 shares; 2025Q2: 3,261 shares; 2025Q3: 3,040 shares; 2025Q4: 3,043 shares; 2026Q1: 3,093 shares 3,093 $384K 0.02% +50 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 3,350 shares; 2025Q1: 3,100 shares; 2025Q2: 3,050 shares; 2025Q3: 3,900 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares 3,450 $380K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,187 shares; 2024Q4: 10,180 shares; 2025Q1: 9,159 shares; 2025Q2: not reported; 2025Q3: 8,617 shares; 2025Q4: 8,617 shares; 2026Q1: 8,617 shares 8,617 $380K 0.02% 0 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,382 shares 6,382 $375K 0.02% new Timeline FN FABRINET More: the full row for FABRINET Quarterly 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: 484 shares; 2026Q1: 704 shares 704 $367K 0.02% +220 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,469 shares; 2025Q4: 3,402 shares; 2026Q1: 5,117 shares 5,117 $361K 0.02% +1,715 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,391 shares 5,391 $358K 0.02% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 118 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 629 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106 $358K 0.02% 0 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: 2,084 shares; 2024Q4: 2,222 shares; 2025Q1: 2,781 shares; 2025Q2: 2,765 shares; 2025Q3: 2,729 shares; 2025Q4: 2,635 shares; 2026Q1: 3,849 shares 3,849 $355K 0.02% +1,214 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $351K 0.02% 0 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,244 shares; 2024Q4: 4,635 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,401 shares; 2025Q4: 6,468 shares; 2026Q1: 9,268 shares 9,268 $350K 0.02% +2,800 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: 5,305 shares; 2024Q4: 5,305 shares; 2025Q1: 5,305 shares; 2025Q2: 5,305 shares; 2025Q3: 5,305 shares; 2025Q4: 5,305 shares; 2026Q1: 4,972 shares 4,972 $349K 0.02% -333 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,688 shares 7,688 $349K 0.02% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,286 shares; 2024Q4: 15,943 shares; 2025Q1: 16,141 shares; 2025Q2: 16,141 shares; 2025Q3: 16,141 shares; 2025Q4: 12,577 shares; 2026Q1: 13,577 shares 13,577 $348K 0.02% +1,000 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS 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: 1,717 shares; 2025Q3: 1,697 shares; 2025Q4: not reported; 2026Q1: 2,418 shares 2,418 $347K 0.02% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,565 shares; 2024Q4: 4,515 shares; 2025Q1: 4,315 shares; 2025Q2: 4,215 shares; 2025Q3: 4,415 shares; 2025Q4: 4,165 shares; 2026Q1: 4,165 shares 4,165 $345K 0.02% 0 Timeline VHT 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: 1,499 shares; 2025Q1: 1,487 shares; 2025Q2: 1,487 shares; 2025Q3: 1,487 shares; 2025Q4: 1,361 shares; 2026Q1: 1,266 shares 1,266 $345K 0.02% -95 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 8,415 shares; 2025Q1: 11,190 shares; 2025Q2: 11,190 shares; 2025Q3: 11,190 shares; 2025Q4: 11,090 shares; 2026Q1: 11,090 shares 11,090 $343K 0.02% 0 Timeline HUBG HUB GROUP INC More: the full row for HUB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,086 shares; 2024Q4: 5,424 shares; 2025Q1: 6,786 shares; 2025Q2: 6,760 shares; 2025Q3: 6,684 shares; 2025Q4: 6,406 shares; 2026Q1: 9,425 shares 9,425 $340K 0.02% +3,019 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,055 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,476 shares 1,476 $339K 0.02% new Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,666 shares; 2025Q1: 2,666 shares; 2025Q2: 2,666 shares; 2025Q3: 2,666 shares; 2025Q4: 2,666 shares; 2026Q1: 2,666 shares 2,666 $336K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,268 shares 7,268 $333K 0.02% new Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,973 shares; 2024Q4: 4,234 shares; 2025Q1: 5,281 shares; 2025Q2: 5,235 shares; 2025Q3: 5,169 shares; 2025Q4: 4,265 shares; 2026Q1: 5,396 shares 5,396 $333K 0.02% +1,131 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 3,328 shares; 2025Q1: 2,828 shares; 2025Q2: 2,703 shares; 2025Q3: 2,703 shares; 2025Q4: 5,406 shares; 2026Q1: 5,406 shares 5,406 $331K 0.02% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 715 shares; 2025Q4: 694 shares; 2026Q1: 1,031 shares 1,031 $329K 0.02% +337 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 953 shares 953 $323K 0.02% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD 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: 31,200 shares; 2026Q1: 31,200 shares 31,200 $321K 0.02% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,382 shares; 2025Q3: 9,382 shares; 2025Q4: 9,382 shares; 2026Q1: 12,882 shares 12,882 $319K 0.02% +3,500 Timeline EYE NATIONAL VISION HLDGS INC More: the full row for NATIONAL VISION HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,425 shares; 2025Q4: 9,137 shares; 2026Q1: 12,100 shares 12,100 $313K 0.02% +2,963 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: 1,447 shares; 2024Q4: 9,478 shares; 2025Q1: 9,665 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,387 shares; 2026Q1: 1,386 shares 1,386 $313K 0.02% -1 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,692 shares; 2025Q2: 17,553 shares; 2025Q3: 17,359 shares; 2025Q4: not reported; 2026Q1: 10,571 shares 10,571 $311K 0.02% 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: 4,123 shares; 2024Q4: 4,124 shares; 2025Q1: 4,122 shares; 2025Q2: 4,124 shares; 2025Q3: 4,124 shares; 2025Q4: 3,056 shares; 2026Q1: 2,780 shares 2,780 $310K 0.02% -276 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,431 shares; 2024Q4: 4,446 shares; 2025Q1: 4,597 shares; 2025Q2: 4,276 shares; 2025Q3: 3,806 shares; 2025Q4: 2,724 shares; 2026Q1: 1,424 shares 1,424 $306K 0.02% -1,300 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: 1,799 shares; 2024Q4: 1,806 shares; 2025Q1: 2,136 shares; 2025Q2: 2,141 shares; 2025Q3: 2,146 shares; 2025Q4: 1,977 shares; 2026Q1: 1,832 shares 1,832 $303K 0.02% -145 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,267 shares 1,267 $302K 0.02% new 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: 957 shares; 2024Q4: 7,245 shares; 2025Q1: 7,393 shares; 2025Q2: 4,533 shares; 2025Q3: 7,729 shares; 2025Q4: 5,797 shares; 2026Q1: 969 shares 969 $301K 0.02% -4,828 Timeline SAH SONIC AUTOMOTIVE INC More: the full row for SONIC AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,186 shares; 2025Q4: 3,433 shares; 2026Q1: 4,369 shares 4,369 $300K 0.02% +936 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 788 shares 788 $299K 0.02% new Timeline FIGS FIGS INC More: the full row for FIGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,003 shares 20,003 $295K 0.02% new Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,790 shares; 2024Q4: 5,699 shares; 2025Q1: 5,409 shares; 2025Q2: 5,434 shares; 2025Q3: 5,434 shares; 2025Q4: 5,350 shares; 2026Q1: 5,280 shares 5,280 $294K 0.02% -70 Timeline ADNT ADIENT PLC More: the full row for ADIENT 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: 13,280 shares; 2025Q4: 10,888 shares; 2026Q1: 14,440 shares 14,440 $292K 0.02% +3,552 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly 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: 12,120 shares; 2026Q1: 15,609 shares 15,609 $291K 0.02% +3,489 Timeline PACS PACS GROUP INC More: the full row for PACS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,932 shares 8,932 $287K 0.02% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,405 shares 1,405 $287K 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: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,625 shares 2,625 $285K 0.02% -75 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,824 shares; 2026Q1: 4,154 shares 4,154 $284K 0.02% +1,330 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,684 shares; 2026Q1: 11,205 shares 11,205 $274K 0.01% +3,521 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,544 shares; 2025Q1: 3,544 shares; 2025Q2: 3,544 shares; 2025Q3: 3,544 shares; 2025Q4: 2,144 shares; 2026Q1: 2,244 shares 2,244 $272K 0.01% +100 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS 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: 37,512 shares; 2025Q3: 23,400 shares; 2025Q4: 5,057 shares; 2026Q1: 7,630 shares 7,630 $271K 0.01% +2,573 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,950 shares; 2024Q4: 45,450 shares; 2025Q1: 76,450 shares; 2025Q2: 74,450 shares; 2025Q3: 81,349 shares; 2025Q4: 46,350 shares; 2026Q1: 15,350 shares 15,350 $264K 0.01% -31,000 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,054 shares; 2024Q4: 4,978 shares; 2025Q1: 4,978 shares; 2025Q2: 4,978 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,801 shares 4,801 $260K 0.01% -99 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 773 shares; 2025Q1: 773 shares; 2025Q2: 773 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares 590 $257K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,264 shares; 2026Q1: 1,644 shares 1,644 $256K 0.01% -620 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: 14,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $254K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,512 shares 2,512 $250K 0.01% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,936 shares; 2025Q2: 8,936 shares; 2025Q3: 8,936 shares; 2025Q4: 7,085 shares; 2026Q1: 8,485 shares 8,485 $247K 0.01% +1,400 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,300 shares 3,300 $241K 0.01% new Timeline XMTR XOMETRY INC More: the full row for XOMETRY 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: 3,756 shares; 2026Q1: 5,860 shares 5,860 $239K 0.01% +2,104 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 888 shares; 2025Q1: 1,099 shares; 2025Q2: 1,140 shares; 2025Q3: 1,121 shares; 2025Q4: 915 shares; 2026Q1: 1,175 shares 1,175 $230K 0.01% +260 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 580 shares 580 $227K 0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,231 shares; 2024Q4: 28,681 shares; 2025Q1: 25,180 shares; 2025Q2: 24,655 shares; 2025Q3: 27,305 shares; 2025Q4: 22,445 shares; 2026Q1: 22,395 shares 22,395 $224K 0.01% -50 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: 915 shares; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 912 shares; 2026Q1: 762 shares 762 $222K 0.01% -150 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,958 shares; 2025Q1: 2,058 shares; 2025Q2: 1,864 shares; 2025Q3: 1,864 shares; 2025Q4: 1,864 shares; 2026Q1: 1,781 shares 1,781 $217K 0.01% -83 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: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 3,985 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $214K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 984 shares; 2025Q4: 984 shares; 2026Q1: 984 shares 984 $206K 0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,793 shares; 2024Q4: 6,293 shares; 2025Q1: 18,866 shares; 2025Q2: 21,631 shares; 2025Q3: 28,861 shares; 2025Q4: not reported; 2026Q1: 3,883 shares 3,883 $204K 0.01% new Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,119 shares; 2024Q4: 11,850 shares; 2025Q1: 14,809 shares; 2025Q2: 14,804 shares; 2025Q3: 14,555 shares; 2025Q4: 12,013 shares; 2026Q1: 15,597 shares 15,597 $196K 0.01% +3,584 Timeline STNE STONECO LTD More: the full row for STONECO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,514 shares; 2026Q1: 13,086 shares 13,086 $185K 0.01% +2,572 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,400 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $68.2K <0.01% 0 Timeline GSM FERROGLOBE PLC More: the full row for FERROGLOBE 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: 10,000 shares; 2026Q1: 10,000 shares 10,000 $41.2K <0.01% 0 Timeline SNT SENSTAR TECHNOLOGIES CORP More: the full row for SENSTAR TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,300 shares; 2024Q4: 18,035 shares; 2025Q1: 12,035 shares; 2025Q2: 12,035 shares; 2025Q3: 12,035 shares; 2025Q4: 12,035 shares; 2026Q1: 12,035 shares 12,035 $36.5K <0.01% 0 Timeline