MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,790 shares; 2025Q1: not loaded; 2025Q2: 46,066 shares; 2025Q3: 46,096 shares; 2025Q4: 65,750 shares; 2026Q1: 65,397 shares 65,397 $24.2M 5.76% -353 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154,042 shares; 2025Q1: not loaded; 2025Q2: 159,955 shares; 2025Q3: 161,112 shares; 2025Q4: 163,861 shares; 2026Q1: 183,136 shares 183,136 $17.8M 4.23% +19,275 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 124,115 shares; 2025Q1: not loaded; 2025Q2: 188,413 shares; 2025Q3: 209,978 shares; 2025Q4: 249,174 shares; 2026Q1: 280,389 shares 280,389 $14.6M 3.47% +31,215 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,610 shares; 2025Q1: not loaded; 2025Q2: 24,335 shares; 2025Q3: 24,335 shares; 2025Q4: 20,940 shares; 2026Q1: 22,490 shares 22,490 $13.4M 3.2% +1,550 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,467 shares; 2025Q1: not loaded; 2025Q2: 72,004 shares; 2025Q3: 69,309 shares; 2025Q4: 66,850 shares; 2026Q1: 66,052 shares 66,052 $11.5M 2.74% -798 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,825 shares; 2025Q1: not loaded; 2025Q2: 41,746 shares; 2025Q3: 42,302 shares; 2025Q4: 41,801 shares; 2026Q1: 42,036 shares 42,036 $10.7M 2.54% +235 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,113 shares; 2025Q1: not loaded; 2025Q2: 13,831 shares; 2025Q3: 13,819 shares; 2025Q4: 13,953 shares; 2026Q1: 13,918 shares 13,918 $9.09M 2.16% -35 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,524 shares; 2025Q1: not loaded; 2025Q2: 35,374 shares; 2025Q3: 35,374 shares; 2025Q4: 21,144 shares; 2026Q1: 38,025 shares 38,025 $7.3M 1.74% +16,881 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,480 shares; 2025Q1: not loaded; 2025Q2: 38,524 shares; 2025Q3: 38,292 shares; 2025Q4: 40,060 shares; 2026Q1: 39,375 shares 39,375 $7.26M 1.73% -685 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,134 shares; 2025Q1: not loaded; 2025Q2: 75,950 shares; 2025Q3: 73,690 shares; 2025Q4: 74,440 shares; 2026Q1: 75,172 shares 75,172 $6.63M 1.58% +732 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,271 shares; 2025Q1: not loaded; 2025Q2: 34,566 shares; 2025Q3: 35,375 shares; 2025Q4: 36,066 shares; 2026Q1: 36,418 shares 36,418 $6.18M 1.47% +352 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,092 shares; 2025Q1: not loaded; 2025Q2: 116,448 shares; 2025Q3: 114,070 shares; 2025Q4: 114,266 shares; 2026Q1: 111,080 shares 111,080 $6M 1.43% -3,186 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,697 shares; 2025Q1: not loaded; 2025Q2: 80,845 shares; 2025Q3: 82,144 shares; 2025Q4: 84,820 shares; 2026Q1: 83,194 shares 83,194 $5.62M 1.34% -1,626 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,897 shares; 2025Q1: not loaded; 2025Q2: 42,896 shares; 2025Q3: 43,128 shares; 2025Q4: 43,404 shares; 2026Q1: 43,633 shares 43,633 $5.59M 1.33% +229 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,789 shares; 2025Q1: not loaded; 2025Q2: 11,735 shares; 2025Q3: 11,858 shares; 2025Q4: 11,534 shares; 2026Q1: 11,636 shares 11,636 $5.58M 1.33% +102 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,749 shares; 2025Q1: not loaded; 2025Q2: 16,427 shares; 2025Q3: 16,167 shares; 2025Q4: 15,625 shares; 2026Q1: 15,383 shares 15,383 $5.2M 1.24% -242 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,364 shares; 2025Q1: not loaded; 2025Q2: 5,712 shares; 2025Q3: 5,380 shares; 2025Q4: 5,315 shares; 2026Q1: 5,327 shares 5,327 $4.9M 1.17% +12 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,104 shares; 2025Q1: not loaded; 2025Q2: 17,947 shares; 2025Q3: 18,768 shares; 2025Q4: 20,055 shares; 2026Q1: 20,565 shares 20,565 $4.47M 1.06% +510 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,218 shares; 2025Q1: not loaded; 2025Q2: 11,224 shares; 2025Q3: 11,690 shares; 2025Q4: 12,334 shares; 2026Q1: 12,730 shares 12,730 $3.85M 0.92% +396 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,910 shares; 2025Q1: not loaded; 2025Q2: 15,110 shares; 2025Q3: 14,307 shares; 2025Q4: 13,398 shares; 2026Q1: 12,376 shares 12,376 $3.83M 0.91% -1,022 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 32,426 shares; 2025Q3: 32,011 shares; 2025Q4: 30,769 shares; 2026Q1: 29,519 shares 29,519 $3.62M 0.86% -1,250 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,328 shares; 2025Q1: not loaded; 2025Q2: 3,758 shares; 2025Q3: 3,747 shares; 2025Q4: 3,687 shares; 2026Q1: 3,617 shares 3,617 $3.6M 0.86% -70 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: not loaded; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $3.59M 0.85% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,472 shares; 2025Q1: not loaded; 2025Q2: 6,898 shares; 2025Q3: 6,854 shares; 2025Q4: 6,839 shares; 2026Q1: 6,523 shares 6,523 $3.58M 0.85% -316 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,609 shares; 2025Q1: not loaded; 2025Q2: 3,977 shares; 2025Q3: 3,874 shares; 2025Q4: 37,808 shares; 2026Q1: 36,598 shares 36,598 $3.52M 0.84% -1,210 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,647 shares; 2025Q1: not loaded; 2025Q2: 27,607 shares; 2025Q3: 27,999 shares; 2025Q4: 27,511 shares; 2026Q1: 27,865 shares 27,865 $3.46M 0.82% +354 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,241 shares; 2025Q1: not loaded; 2025Q2: 30,573 shares; 2025Q3: 30,161 shares; 2025Q4: 30,131 shares; 2026Q1: 29,691 shares 29,691 $3.36M 0.8% -440 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,784 shares; 2025Q1: not loaded; 2025Q2: 5,784 shares; 2025Q3: 5,784 shares; 2025Q4: 5,809 shares; 2026Q1: 5,784 shares 5,784 $3.34M 0.79% -25 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,752 shares; 2025Q1: not loaded; 2025Q2: 10,422 shares; 2025Q3: 10,345 shares; 2025Q4: 11,167 shares; 2026Q1: 11,175 shares 11,175 $3.29M 0.78% +8 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,986 shares; 2025Q1: not loaded; 2025Q2: 4,300 shares; 2025Q3: 4,283 shares; 2025Q4: 4,300 shares; 2026Q1: 4,987 shares 4,987 $3.24M 0.77% +687 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,138 shares; 2025Q1: not loaded; 2025Q2: 15,959 shares; 2025Q3: 15,939 shares; 2025Q4: 16,108 shares; 2026Q1: 16,160 shares 16,160 $3.17M 0.75% +52 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,864 shares; 2025Q1: not loaded; 2025Q2: 11,892 shares; 2025Q3: 11,582 shares; 2025Q4: 13,028 shares; 2026Q1: 12,868 shares 12,868 $3.15M 0.75% -160 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,210 shares; 2025Q1: not loaded; 2025Q2: 22,080 shares; 2025Q3: 21,550 shares; 2025Q4: 21,269 shares; 2026Q1: 20,481 shares 20,481 $2.78M 0.66% -788 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,074 shares; 2025Q1: not loaded; 2025Q2: 28,833 shares; 2025Q3: 28,987 shares; 2025Q4: 29,272 shares; 2026Q1: 28,524 shares 28,524 $2.75M 0.65% -748 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: restricted; 2024Q4: 10,910 shares; 2025Q1: not loaded; 2025Q2: 10,183 shares; 2025Q3: 9,277 shares; 2025Q4: 8,928 shares; 2026Q1: 6,683 shares 6,683 $2.62M 0.62% -2,245 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,140 shares; 2025Q1: not loaded; 2025Q2: 6,413 shares; 2025Q3: 6,351 shares; 2025Q4: 6,327 shares; 2026Q1: 6,269 shares 6,269 $2.61M 0.62% -58 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,207 shares; 2025Q1: not loaded; 2025Q2: 17,008 shares; 2025Q3: 16,897 shares; 2025Q4: 16,833 shares; 2026Q1: 16,587 shares 16,587 $2.58M 0.61% -246 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,178 shares; 2025Q1: not loaded; 2025Q2: 4,417 shares; 2025Q3: 4,504 shares; 2025Q4: 4,324 shares; 2026Q1: 4,464 shares 4,464 $2.55M 0.61% +140 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,875 shares; 2025Q1: not loaded; 2025Q2: 7,030 shares; 2025Q3: 6,956 shares; 2025Q4: 6,877 shares; 2026Q1: 6,853 shares 6,853 $2.41M 0.57% -24 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,526 shares; 2025Q1: not loaded; 2025Q2: 7,884 shares; 2025Q3: 7,906 shares; 2025Q4: 7,902 shares; 2026Q1: 7,854 shares 7,854 $2.38M 0.56% -48 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,998 shares; 2025Q1: not loaded; 2025Q2: 14,294 shares; 2025Q3: 14,256 shares; 2025Q4: 14,356 shares; 2026Q1: 19,664 shares 19,664 $2.26M 0.54% +5,308 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,047 shares; 2025Q1: not loaded; 2025Q2: 5,304 shares; 2025Q3: 5,262 shares; 2025Q4: 5,159 shares; 2026Q1: 5,001 shares 5,001 $2.22M 0.53% -158 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,380 shares; 2025Q1: not loaded; 2025Q2: 5,812 shares; 2025Q3: 6,744 shares; 2025Q4: 7,478 shares; 2026Q1: 7,520 shares 7,520 $2.16M 0.51% +42 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,827 shares; 2025Q1: not loaded; 2025Q2: 8,675 shares; 2025Q3: 8,556 shares; 2025Q4: 8,883 shares; 2026Q1: 8,891 shares 8,891 $2.16M 0.51% +8 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,652 shares; 2025Q1: not loaded; 2025Q2: 22,946 shares; 2025Q3: 22,767 shares; 2025Q4: 22,942 shares; 2026Q1: 22,999 shares 22,999 $2.14M 0.51% +57 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,006 shares; 2025Q1: not loaded; 2025Q2: 9,904 shares; 2025Q3: 10,751 shares; 2025Q4: 11,715 shares; 2026Q1: 11,673 shares 11,673 $2.13M 0.51% -42 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,887 shares; 2025Q1: not loaded; 2025Q2: 34,679 shares; 2025Q3: 35,024 shares; 2025Q4: 34,530 shares; 2026Q1: 32,698 shares 32,698 $2.12M 0.5% -1,832 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: restricted; 2024Q4: 300 shares; 2025Q1: not loaded; 2025Q2: 620 shares; 2025Q3: 20,705 shares; 2025Q4: 21,061 shares; 2026Q1: 21,295 shares 21,295 $2.11M 0.5% +234 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,502 shares; 2025Q1: not loaded; 2025Q2: 3,141 shares; 2025Q3: 2,973 shares; 2025Q4: 2,880 shares; 2026Q1: 2,879 shares 2,879 $2.04M 0.49% -1 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,058 shares; 2025Q1: not loaded; 2025Q2: 18,450 shares; 2025Q3: 17,786 shares; 2025Q4: 17,107 shares; 2026Q1: 16,174 shares 16,174 $2.01M 0.48% -933 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,587 shares; 2025Q1: not loaded; 2025Q2: 2,451 shares; 2025Q3: 2,255 shares; 2025Q4: 2,146 shares; 2026Q1: 1,365 shares 1,365 $2.01M 0.48% -781 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,103 shares; 2025Q1: not loaded; 2025Q2: 6,524 shares; 2025Q3: 6,305 shares; 2025Q4: 6,868 shares; 2026Q1: 6,948 shares 6,948 $2M 0.47% +80 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,954 shares; 2025Q1: not loaded; 2025Q2: 9,286 shares; 2025Q3: 9,254 shares; 2025Q4: 9,362 shares; 2026Q1: 9,330 shares 9,330 $1.96M 0.47% -32 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,864 shares; 2025Q1: not loaded; 2025Q2: 9,645 shares; 2025Q3: 9,079 shares; 2025Q4: 8,837 shares; 2026Q1: 9,258 shares 9,258 $1.93M 0.46% +421 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,605 shares; 2025Q1: not loaded; 2025Q2: 6,023 shares; 2025Q3: 6,900 shares; 2025Q4: 8,569 shares; 2026Q1: 8,722 shares 8,722 $1.8M 0.43% +153 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: not loaded; 2025Q2: 37,298 shares; 2025Q3: 37,451 shares; 2025Q4: 42,310 shares; 2026Q1: 42,646 shares 42,646 $1.75M 0.42% +336 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,821 shares; 2025Q1: not loaded; 2025Q2: 3,590 shares; 2025Q3: 3,417 shares; 2025Q4: 3,209 shares; 2026Q1: 3,097 shares 3,097 $1.74M 0.41% -112 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,432 shares; 2025Q1: not loaded; 2025Q2: 19,276 shares; 2025Q3: 20,030 shares; 2025Q4: 14,391 shares; 2026Q1: 13,164 shares 13,164 $1.74M 0.41% -1,227 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,781 shares; 2025Q1: not loaded; 2025Q2: 22,671 shares; 2025Q3: 22,271 shares; 2025Q4: 20,865 shares; 2026Q1: 19,992 shares 19,992 $1.73M 0.41% -873 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,593 shares; 2025Q1: not loaded; 2025Q2: 3,968 shares; 2025Q3: 3,968 shares; 2025Q4: 3,981 shares; 2026Q1: 3,981 shares 3,981 $1.71M 0.41% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,547 shares; 2026Q1: 22,657 shares 22,657 $1.67M 0.4% -890 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,978 shares; 2025Q1: not loaded; 2025Q2: 3,297 shares; 2025Q3: 3,473 shares; 2025Q4: 3,446 shares; 2026Q1: 3,350 shares 3,350 $1.67M 0.4% -96 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,757 shares; 2025Q1: not loaded; 2025Q2: 18,892 shares; 2025Q3: 18,337 shares; 2025Q4: 21,195 shares; 2026Q1: 20,800 shares 20,800 $1.61M 0.38% -395 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,591 shares; 2025Q1: not loaded; 2025Q2: 3,592 shares; 2025Q3: 3,378 shares; 2025Q4: 3,464 shares; 2026Q1: 3,629 shares 3,629 $1.59M 0.38% +165 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 66,085 shares; 2025Q3: 68,367 shares; 2025Q4: 70,734 shares; 2026Q1: 69,898 shares 69,898 $1.57M 0.37% -836 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,407 shares; 2025Q1: not loaded; 2025Q2: 7,746 shares; 2025Q3: 7,657 shares; 2025Q4: 7,015 shares; 2026Q1: 7,795 shares 7,795 $1.51M 0.36% +780 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: not loaded; 2025Q2: 7,744 shares; 2025Q3: 7,672 shares; 2025Q4: 7,581 shares; 2026Q1: 7,631 shares 7,631 $1.5M 0.36% +50 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,165 shares; 2025Q1: not loaded; 2025Q2: 6,149 shares; 2025Q3: 6,149 shares; 2025Q4: 6,590 shares; 2026Q1: 6,593 shares 6,593 $1.49M 0.35% +3 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,351 shares; 2025Q1: not loaded; 2025Q2: 5,492 shares; 2025Q3: 5,531 shares; 2025Q4: 5,732 shares; 2026Q1: 5,767 shares 5,767 $1.48M 0.35% +35 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,012 shares; 2025Q1: not loaded; 2025Q2: 16,088 shares; 2025Q3: 16,208 shares; 2025Q4: 16,409 shares; 2026Q1: 10,222 shares 10,222 $1.48M 0.35% -6,187 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: restricted; 2024Q4: 25,259 shares; 2025Q1: not loaded; 2025Q2: 25,259 shares; 2025Q3: 12,738 shares; 2025Q4: 13,340 shares; 2026Q1: 13,478 shares 13,478 $1.46M 0.35% +138 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,716 shares; 2025Q1: not loaded; 2025Q2: 4,551 shares; 2025Q3: 4,651 shares; 2025Q4: 5,084 shares; 2026Q1: 5,377 shares 5,377 $1.45M 0.35% +293 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,584 shares; 2025Q1: not loaded; 2025Q2: 1,683 shares; 2025Q3: 1,625 shares; 2025Q4: 1,595 shares; 2026Q1: 1,625 shares 1,625 $1.41M 0.33% +30 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,849 shares; 2025Q1: not loaded; 2025Q2: 12,997 shares; 2025Q3: 13,169 shares; 2025Q4: 15,419 shares; 2026Q1: 15,419 shares 15,419 $1.39M 0.33% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,080 shares; 2025Q1: not loaded; 2025Q2: 16,534 shares; 2025Q3: 16,360 shares; 2025Q4: 16,360 shares; 2026Q1: 16,360 shares 16,360 $1.39M 0.33% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,114 shares; 2025Q1: not loaded; 2025Q2: 5,922 shares; 2025Q3: 5,644 shares; 2025Q4: 5,931 shares; 2026Q1: 5,742 shares 5,742 $1.36M 0.32% -189 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: restricted; 2024Q4: 6,327 shares; 2025Q1: not loaded; 2025Q2: 5,077 shares; 2025Q3: 5,077 shares; 2025Q4: 10,244 shares; 2026Q1: 10,154 shares 10,154 $1.35M 0.32% -90 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,934 shares; 2025Q1: not loaded; 2025Q2: 10,618 shares; 2025Q3: 10,615 shares; 2025Q4: 10,400 shares; 2026Q1: 11,196 shares 11,196 $1.35M 0.32% +796 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 618 shares; 2025Q1: not loaded; 2025Q2: 8,978 shares; 2025Q3: 9,346 shares; 2025Q4: 9,371 shares; 2026Q1: 9,093 shares 9,093 $1.34M 0.32% -278 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,658 shares; 2025Q1: not loaded; 2025Q2: 16,795 shares; 2025Q3: 16,795 shares; 2025Q4: 16,795 shares; 2026Q1: 16,795 shares 16,795 $1.34M 0.32% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,021 shares; 2025Q1: not loaded; 2025Q2: 6,620 shares; 2025Q3: 6,438 shares; 2025Q4: 6,997 shares; 2026Q1: 6,307 shares 6,307 $1.33M 0.32% -690 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,370 shares; 2025Q1: not loaded; 2025Q2: 17,183 shares; 2025Q3: 17,232 shares; 2025Q4: 18,155 shares; 2026Q1: 18,307 shares 18,307 $1.32M 0.32% +152 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,434 shares; 2025Q1: not loaded; 2025Q2: 45,150 shares; 2025Q3: 45,150 shares; 2025Q4: 45,150 shares; 2026Q1: 43,170 shares 43,170 $1.32M 0.31% -1,980 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,216 shares; 2025Q1: not loaded; 2025Q2: 14,265 shares; 2025Q3: 13,129 shares; 2025Q4: 13,056 shares; 2026Q1: 26,314 shares 26,314 $1.28M 0.31% +13,258 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,568 shares; 2025Q1: not loaded; 2025Q2: 3,568 shares; 2025Q3: 3,568 shares; 2025Q4: 3,568 shares; 2026Q1: 3,568 shares 3,568 $1.27M 0.3% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34 shares; 2025Q1: not loaded; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 4,087 shares 4,087 $1.24M 0.3% +4,053 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 480 shares; 2025Q1: not loaded; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: 596 shares; 2026Q1: 3,506 shares 3,506 $1.21M 0.29% +2,910 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,647 shares; 2025Q1: not loaded; 2025Q2: 29,647 shares; 2025Q3: 29,647 shares; 2025Q4: 29,647 shares; 2026Q1: 30,797 shares 30,797 $1.17M 0.28% +1,150 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,148 shares; 2025Q1: not loaded; 2025Q2: 14,730 shares; 2025Q3: 13,939 shares; 2025Q4: 11,333 shares; 2026Q1: 11,347 shares 11,347 $1.16M 0.28% +14 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,439 shares; 2025Q1: not loaded; 2025Q2: 8,170 shares; 2025Q3: 8,168 shares; 2025Q4: 8,380 shares; 2026Q1: 8,414 shares 8,414 $1.15M 0.27% +34 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,052 shares; 2025Q1: not loaded; 2025Q2: 4,159 shares; 2025Q3: 4,007 shares; 2025Q4: 3,714 shares; 2026Q1: 3,776 shares 3,776 $1.14M 0.27% +62 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: restricted; 2024Q4: 50 shares; 2025Q1: not loaded; 2025Q2: 304 shares; 2025Q3: 3,333 shares; 2025Q4: 3,333 shares; 2026Q1: 3,359 shares 3,359 $1.13M 0.27% +26 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,455 shares; 2025Q1: not loaded; 2025Q2: 20,650 shares; 2025Q3: 20,650 shares; 2025Q4: 20,650 shares; 2026Q1: 20,650 shares 20,650 $1.13M 0.27% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,095 shares; 2025Q1: not loaded; 2025Q2: 18,500 shares; 2025Q3: 18,511 shares; 2025Q4: 16,179 shares; 2026Q1: 22,396 shares 22,396 $1.12M 0.27% +6,217 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,532 shares; 2025Q1: not loaded; 2025Q2: 16,581 shares; 2025Q3: 16,581 shares; 2025Q4: 16,581 shares; 2026Q1: 17,249 shares 17,249 $1.12M 0.27% +668 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,860 shares; 2025Q1: not loaded; 2025Q2: 6,608 shares; 2025Q3: 6,583 shares; 2025Q4: 6,568 shares; 2026Q1: 6,768 shares 6,768 $1.11M 0.26% +200 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,736 shares; 2025Q1: not loaded; 2025Q2: 5,070 shares; 2025Q3: 4,940 shares; 2025Q4: 4,901 shares; 2026Q1: 5,034 shares 5,034 $1.09M 0.26% +133 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,263 shares; 2025Q3: 1,205 shares; 2025Q4: 1,190 shares; 2026Q1: 1,135 shares 1,135 $1.09M 0.26% -55 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 952 shares; 2025Q1: not loaded; 2025Q2: 814 shares; 2025Q3: 814 shares; 2025Q4: 809 shares; 2026Q1: 809 shares 809 $1.07M 0.25% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,239 shares; 2025Q1: not loaded; 2025Q2: 20,239 shares; 2025Q3: 20,239 shares; 2025Q4: 20,239 shares; 2026Q1: 16,577 shares 16,577 $1.04M 0.25% -3,662 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,302 shares; 2025Q1: not loaded; 2025Q2: 3,261 shares; 2025Q3: 3,211 shares; 2025Q4: 3,211 shares; 2026Q1: 3,211 shares 3,211 $1.03M 0.24% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,413 shares; 2025Q1: not loaded; 2025Q2: 2,500 shares; 2025Q3: 2,356 shares; 2025Q4: 1,689 shares; 2026Q1: 1,690 shares 1,690 $1.02M 0.24% +1 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,255 shares; 2025Q1: not loaded; 2025Q2: 7,034 shares; 2025Q3: 6,684 shares; 2025Q4: 6,597 shares; 2026Q1: 6,228 shares 6,228 $1.01M 0.24% -369 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: restricted; 2024Q4: 634 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,280 shares 14,280 $991K 0.24% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,077 shares; 2025Q1: not loaded; 2025Q2: 1,062 shares; 2025Q3: 1,047 shares; 2025Q4: 1,042 shares; 2026Q1: 1,086 shares 1,086 $972K 0.23% +44 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,807 shares; 2025Q1: not loaded; 2025Q2: 12,974 shares; 2025Q3: 12,968 shares; 2025Q4: 12,905 shares; 2026Q1: 12,705 shares 12,705 $925K 0.22% -200 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,776 shares; 2025Q1: not loaded; 2025Q2: 5,888 shares; 2025Q3: 5,873 shares; 2025Q4: 5,775 shares; 2026Q1: 5,671 shares 5,671 $909K 0.22% -104 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,541 shares; 2025Q1: not loaded; 2025Q2: 11,162 shares; 2025Q3: 11,162 shares; 2025Q4: 11,117 shares; 2026Q1: 9,280 shares 9,280 $907K 0.22% -1,837 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,464 shares; 2025Q1: not loaded; 2025Q2: 2,555 shares; 2025Q3: 2,661 shares; 2025Q4: 2,656 shares; 2026Q1: 2,756 shares 2,756 $906K 0.22% +100 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,571 shares; 2025Q1: not loaded; 2025Q2: 2,663 shares; 2025Q3: 2,455 shares; 2025Q4: 2,452 shares; 2026Q1: 3,107 shares 3,107 $891K 0.21% +655 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,944 shares; 2025Q1: not loaded; 2025Q2: 6,944 shares; 2025Q3: 6,944 shares; 2025Q4: 6,944 shares; 2026Q1: 77,227 shares 77,227 $891K 0.21% +70,283 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,355 shares; 2025Q1: not loaded; 2025Q2: 9,792 shares; 2025Q3: 9,301 shares; 2025Q4: 9,144 shares; 2026Q1: 6,862 shares 6,862 $884K 0.21% -2,282 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,303 shares; 2025Q1: not loaded; 2025Q2: 18,453 shares; 2025Q3: 18,878 shares; 2025Q4: 19,423 shares; 2026Q1: 19,147 shares 19,147 $877K 0.21% -276 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,647 shares; 2025Q1: not loaded; 2025Q2: 13,447 shares; 2025Q3: 12,521 shares; 2025Q4: 12,707 shares; 2026Q1: 13,187 shares 13,187 $870K 0.21% +480 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,167 shares; 2025Q1: not loaded; 2025Q2: 6,148 shares; 2025Q3: 5,847 shares; 2025Q4: 5,013 shares; 2026Q1: 4,634 shares 4,634 $845K 0.2% -379 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,569 shares; 2025Q1: not loaded; 2025Q2: 2,630 shares; 2025Q3: 2,610 shares; 2025Q4: 2,583 shares; 2026Q1: 2,691 shares 2,691 $836K 0.2% +108 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,975 shares; 2025Q1: not loaded; 2025Q2: 17,975 shares; 2025Q3: 17,975 shares; 2025Q4: 17,975 shares; 2026Q1: 17,975 shares 17,975 $830K 0.2% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,589 shares 21,589 $829K 0.2% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,547 shares; 2025Q1: not loaded; 2025Q2: 3,353 shares; 2025Q3: 3,155 shares; 2025Q4: 3,093 shares; 2026Q1: 3,020 shares 3,020 $786K 0.19% -73 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,217 shares; 2025Q1: not loaded; 2025Q2: 14,012 shares; 2025Q3: 13,374 shares; 2025Q4: 10,252 shares; 2026Q1: 9,702 shares 9,702 $785K 0.19% -550 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,580 shares; 2025Q1: not loaded; 2025Q2: 8,856 shares; 2025Q3: 8,580 shares; 2025Q4: 9,200 shares; 2026Q1: 9,433 shares 9,433 $755K 0.18% +233 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,653 shares; 2025Q1: not loaded; 2025Q2: 22,653 shares; 2025Q3: 22,653 shares; 2025Q4: 21,453 shares; 2026Q1: 21,169 shares 21,169 $729K 0.17% -284 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: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 95 shares; 2025Q4: 17,264 shares; 2026Q1: 17,498 shares 17,498 $714K 0.17% +234 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,502 shares; 2025Q1: not loaded; 2025Q2: 2,745 shares; 2025Q3: 2,745 shares; 2025Q4: 2,833 shares; 2026Q1: 3,678 shares 3,678 $709K 0.17% +845 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,306 shares; 2025Q1: not loaded; 2025Q2: 3,285 shares; 2025Q3: 3,236 shares; 2025Q4: 3,290 shares; 2026Q1: 3,247 shares 3,247 $698K 0.17% -43 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,826 shares; 2025Q1: not loaded; 2025Q2: 8,323 shares; 2025Q3: 7,911 shares; 2025Q4: 7,830 shares; 2026Q1: 7,435 shares 7,435 $685K 0.16% -395 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,399 shares; 2025Q1: not loaded; 2025Q2: 13,999 shares; 2025Q3: 13,659 shares; 2025Q4: 13,359 shares; 2026Q1: 13,359 shares 13,359 $672K 0.16% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,208 shares; 2025Q1: not loaded; 2025Q2: 20,398 shares; 2025Q3: 19,431 shares; 2025Q4: 21,682 shares; 2026Q1: 22,946 shares 22,946 $665K 0.16% +1,264 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,643 shares; 2025Q1: not loaded; 2025Q2: 1,643 shares; 2025Q3: 1,974 shares; 2025Q4: 1,834 shares; 2026Q1: 1,861 shares 1,861 $663K 0.16% +27 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: not loaded; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 952 shares 952 $648K 0.15% +452 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 570 shares; 2025Q1: not loaded; 2025Q2: 864 shares; 2025Q3: 886 shares; 2025Q4: 871 shares; 2026Q1: 1,744 shares 1,744 $648K 0.15% +873 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,659 shares; 2025Q1: not loaded; 2025Q2: 12,626 shares; 2025Q3: 11,823 shares; 2025Q4: 12,901 shares; 2026Q1: 14,021 shares 14,021 $645K 0.15% +1,120 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,231 shares; 2025Q1: not loaded; 2025Q2: 1,456 shares; 2025Q3: 1,456 shares; 2025Q4: 1,451 shares; 2026Q1: 1,451 shares 1,451 $633K 0.15% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 5,637 shares; 2025Q4: 6,454 shares; 2026Q1: 6,634 shares 6,634 $612K 0.15% +180 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,357 shares; 2025Q1: not loaded; 2025Q2: 6,119 shares; 2025Q3: 5,797 shares; 2025Q4: 5,722 shares; 2026Q1: 5,745 shares 5,745 $608K 0.14% +23 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 984 shares; 2025Q1: not loaded; 2025Q2: 1,243 shares; 2025Q3: 1,243 shares; 2025Q4: 1,188 shares; 2026Q1: 1,212 shares 1,212 $601K 0.14% +24 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,653 shares; 2025Q1: not loaded; 2025Q2: 2,432 shares; 2025Q3: 2,511 shares; 2025Q4: 2,895 shares; 2026Q1: 2,944 shares 2,944 $599K 0.14% +49 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,646 shares; 2025Q1: not loaded; 2025Q2: 3,168 shares; 2025Q3: 3,142 shares; 2025Q4: 2,338 shares; 2026Q1: 2,453 shares 2,453 $595K 0.14% +115 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: restricted; 2024Q4: 16,377 shares; 2025Q1: not loaded; 2025Q2: 14,727 shares; 2025Q3: 11,884 shares; 2025Q4: 11,984 shares; 2026Q1: 11,884 shares 11,884 $587K 0.14% -100 Timeline WTBN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,103 shares; 2026Q1: 23,103 shares 23,103 $584K 0.14% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96 shares; 2025Q1: not loaded; 2025Q2: 141 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 135 shares 135 $568K 0.14% -3 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,299 shares; 2025Q1: not loaded; 2025Q2: 6,299 shares; 2025Q3: 6,299 shares; 2025Q4: 6,299 shares; 2026Q1: 6,299 shares 6,299 $568K 0.13% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,033 shares; 2025Q1: not loaded; 2025Q2: 8,131 shares; 2025Q3: 8,131 shares; 2025Q4: 9,143 shares; 2026Q1: 9,322 shares 9,322 $565K 0.13% +179 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,069 shares; 2025Q1: not loaded; 2025Q2: 12,559 shares; 2025Q3: 12,395 shares; 2025Q4: 11,995 shares; 2026Q1: 11,995 shares 11,995 $564K 0.13% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,010 shares; 2025Q1: not loaded; 2025Q2: 5,785 shares; 2025Q3: 5,785 shares; 2025Q4: 5,785 shares; 2026Q1: 6,032 shares 6,032 $560K 0.13% +247 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 745 shares; 2025Q1: not loaded; 2025Q2: 837 shares; 2025Q3: 1,075 shares; 2025Q4: 1,052 shares; 2026Q1: 1,090 shares 1,090 $536K 0.13% +38 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,077 shares; 2025Q1: not loaded; 2025Q2: 21,387 shares; 2025Q3: 18,962 shares; 2025Q4: 18,290 shares; 2026Q1: 18,952 shares 18,952 $532K 0.13% +662 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: restricted; 2024Q4: 3,506 shares; 2025Q1: not loaded; 2025Q2: 3,779 shares; 2025Q3: 3,779 shares; 2025Q4: 9,484 shares; 2026Q1: 9,149 shares 9,149 $495K 0.12% -335 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,624 shares; 2025Q1: not loaded; 2025Q2: 6,005 shares; 2025Q3: 5,405 shares; 2025Q4: 5,141 shares; 2026Q1: 6,485 shares 6,485 $493K 0.12% +1,344 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,806 shares; 2025Q1: not loaded; 2025Q2: 5,071 shares; 2025Q3: 4,063 shares; 2025Q4: 4,063 shares; 2026Q1: 3,992 shares 3,992 $484K 0.12% -71 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,257 shares; 2025Q1: not loaded; 2025Q2: 1,426 shares; 2025Q3: 1,416 shares; 2025Q4: 1,413 shares; 2026Q1: 1,413 shares 1,413 $464K 0.11% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,377 shares; 2025Q1: not loaded; 2025Q2: 13,705 shares; 2025Q3: 12,969 shares; 2025Q4: 12,879 shares; 2026Q1: 9,472 shares 9,472 $456K 0.11% -3,407 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,209 shares; 2025Q1: not loaded; 2025Q2: 4,226 shares; 2025Q3: 3,928 shares; 2025Q4: 5,628 shares; 2026Q1: 6,004 shares 6,004 $452K 0.11% +376 Timeline VET VERMILION ENERGY INC More: the full row for VERMILION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: not loaded; 2025Q2: 30,010 shares; 2025Q3: 30,010 shares; 2025Q4: 31,730 shares; 2026Q1: 32,730 shares 32,730 $451K 0.11% +1,000 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,908 shares; 2025Q1: not loaded; 2025Q2: 3,004 shares; 2025Q3: 2,673 shares; 2025Q4: 2,381 shares; 2026Q1: 2,685 shares 2,685 $444K 0.11% +304 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: not loaded; 2025Q2: 9,770 shares; 2025Q3: 9,770 shares; 2025Q4: 9,770 shares; 2026Q1: 9,770 shares 9,770 $443K 0.11% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,850 shares; 2025Q1: not loaded; 2025Q2: 5,850 shares; 2025Q3: 5,876 shares; 2025Q4: 5,876 shares; 2026Q1: 5,876 shares 5,876 $437K 0.1% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,875 shares; 2025Q1: not loaded; 2025Q2: 3,875 shares; 2025Q3: 3,875 shares; 2025Q4: 3,875 shares; 2026Q1: 3,875 shares 3,875 $432K 0.1% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 710 shares; 2025Q1: not loaded; 2025Q2: 665 shares; 2025Q3: 666 shares; 2025Q4: 1,345 shares; 2026Q1: 1,231 shares 1,231 $421K 0.1% -114 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: restricted; 2024Q4: 1,908 shares; 2025Q1: not loaded; 2025Q2: 2,954 shares; 2025Q3: 2,589 shares; 2025Q4: 2,024 shares; 2026Q1: 2,139 shares 2,139 $399K 0.09% +115 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: restricted; 2024Q4: 7,522 shares; 2025Q1: not loaded; 2025Q2: 9,816 shares; 2025Q3: 4,543 shares; 2025Q4: 5,842 shares; 2026Q1: 7,550 shares 7,550 $388K 0.09% +1,708 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,952 shares; 2025Q1: not loaded; 2025Q2: 2,952 shares; 2025Q3: 2,952 shares; 2025Q4: 2,952 shares; 2026Q1: 2,952 shares 2,952 $387K 0.09% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,110 shares; 2025Q1: not loaded; 2025Q2: 4,530 shares; 2025Q3: 4,530 shares; 2025Q4: 4,530 shares; 2026Q1: 4,530 shares 4,530 $384K 0.09% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,562 shares 6,562 $374K 0.09% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 260 shares; 2025Q1: not loaded; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 465 shares; 2026Q1: 437 shares 437 $370K 0.09% -28 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,361 shares; 2025Q1: not loaded; 2025Q2: 2,361 shares; 2025Q3: 2,361 shares; 2025Q4: 2,361 shares; 2026Q1: 2,361 shares 2,361 $367K 0.09% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,400 shares; 2025Q1: not loaded; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares 6,400 $365K 0.09% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 386 shares; 2025Q1: not loaded; 2025Q2: 292 shares; 2025Q3: 467 shares; 2025Q4: 464 shares; 2026Q1: 417 shares 417 $364K 0.09% -47 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,007 shares; 2025Q1: not loaded; 2025Q2: 2,336 shares; 2025Q3: 2,335 shares; 2025Q4: 3,039 shares; 2026Q1: 3,849 shares 3,849 $362K 0.09% +810 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,460 shares; 2025Q1: not loaded; 2025Q2: 1,628 shares; 2025Q3: 1,628 shares; 2025Q4: 1,460 shares; 2026Q1: 1,460 shares 1,460 $361K 0.09% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,685 shares; 2025Q1: not loaded; 2025Q2: 4,185 shares; 2025Q3: 4,185 shares; 2025Q4: 3,480 shares; 2026Q1: 3,733 shares 3,733 $360K 0.09% +253 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,304 shares; 2025Q1: not loaded; 2025Q2: 1,173 shares; 2025Q3: 1,465 shares; 2025Q4: 1,476 shares; 2026Q1: 1,261 shares 1,261 $358K 0.09% -215 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 949 shares; 2025Q1: not loaded; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 1,066 shares; 2026Q1: 1,410 shares 1,410 $344K 0.08% +344 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: restricted; 2024Q4: 910 shares; 2025Q1: not loaded; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares; 2025Q4: 1,023 shares; 2026Q1: 1,056 shares 1,056 $341K 0.08% +33 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,169 shares; 2025Q1: not loaded; 2025Q2: 2,628 shares; 2025Q3: 2,628 shares; 2025Q4: 2,009 shares; 2026Q1: 1,714 shares 1,714 $339K 0.08% -295 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 478 shares; 2025Q1: not loaded; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 643 shares; 2026Q1: 621 shares 621 $337K 0.08% -22 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,750 shares; 2025Q1: not loaded; 2025Q2: 8,750 shares; 2025Q3: 8,750 shares; 2025Q4: 8,750 shares; 2026Q1: 8,750 shares 8,750 $334K 0.08% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,161 shares; 2025Q1: not loaded; 2025Q2: 7,179 shares; 2025Q3: 7,667 shares; 2025Q4: 7,711 shares; 2026Q1: 7,402 shares 7,402 $327K 0.08% -309 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: restricted; 2024Q4: 1,970 shares; 2025Q1: not loaded; 2025Q2: 2,876 shares; 2025Q3: 2,876 shares; 2025Q4: 2,876 shares; 2026Q1: 2,876 shares 2,876 $320K 0.08% 0 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,830 shares; 2025Q1: not loaded; 2025Q2: 7,441 shares; 2025Q3: 7,441 shares; 2025Q4: 7,441 shares; 2026Q1: 7,441 shares 7,441 $316K 0.08% 0 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: restricted; 2024Q4: 2,271 shares; 2025Q1: not loaded; 2025Q2: 2,992 shares; 2025Q3: 2,992 shares; 2025Q4: 3,362 shares; 2026Q1: 3,941 shares 3,941 $313K 0.07% +579 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,218 shares; 2025Q1: not loaded; 2025Q2: 2,137 shares; 2025Q3: 2,137 shares; 2025Q4: 2,055 shares; 2026Q1: 2,365 shares 2,365 $310K 0.07% +310 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,483 shares; 2025Q1: not loaded; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,541 shares; 2026Q1: 1,572 shares 1,572 $308K 0.07% +31 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: not loaded; 2025Q2: 88 shares; 2025Q3: 30 shares; 2025Q4: 882 shares; 2026Q1: 860 shares 860 $308K 0.07% -22 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 218 shares; 2025Q1: not loaded; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 3,715 shares; 2026Q1: 3,715 shares 3,715 $304K 0.07% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: not loaded; 2025Q2: 538 shares; 2025Q3: 538 shares; 2025Q4: 400 shares; 2026Q1: 1,960 shares 1,960 $299K 0.07% +1,560 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,323 shares; 2025Q1: not loaded; 2025Q2: 4,323 shares; 2025Q3: 4,323 shares; 2025Q4: 4,058 shares; 2026Q1: 4,058 shares 4,058 $299K 0.07% 0 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: restricted; 2024Q4: 5,682 shares; 2025Q1: not loaded; 2025Q2: 7,564 shares; 2025Q3: 7,564 shares; 2025Q4: 5,772 shares; 2026Q1: 4,223 shares 4,223 $299K 0.07% -1,549 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: restricted; 2024Q4: 1,273 shares; 2025Q1: not loaded; 2025Q2: 1,617 shares; 2025Q3: 1,482 shares; 2025Q4: 1,730 shares; 2026Q1: 1,572 shares 1,572 $298K 0.07% -158 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,225 shares; 2025Q1: not loaded; 2025Q2: 4,344 shares; 2025Q3: 4,344 shares; 2025Q4: 4,344 shares; 2026Q1: 5,540 shares 5,540 $296K 0.07% +1,196 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,391 shares; 2025Q1: not loaded; 2025Q2: 7,039 shares; 2025Q3: 5,687 shares; 2025Q4: 4,270 shares; 2026Q1: 4,470 shares 4,470 $293K 0.07% +200 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110 shares; 2025Q1: not loaded; 2025Q2: 108 shares; 2025Q3: 106 shares; 2025Q4: 101 shares; 2026Q1: 85 shares 85 $287K 0.07% -16 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 205 shares; 2025Q1: not loaded; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $286K 0.07% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,268 shares; 2025Q1: not loaded; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,402 shares; 2026Q1: 1,340 shares 1,340 $283K 0.07% -62 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,409 shares; 2025Q1: not loaded; 2025Q2: 2,962 shares; 2025Q3: 4,810 shares; 2025Q4: 1,373 shares; 2026Q1: 3,295 shares 3,295 $281K 0.07% +1,922 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,116 shares; 2025Q1: not loaded; 2025Q2: 2,116 shares; 2025Q3: 2,116 shares; 2025Q4: 2,116 shares; 2026Q1: 2,116 shares 2,116 $280K 0.07% 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: restricted; 2024Q4: 2,800 shares; 2025Q1: not loaded; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares 5,300 $279K 0.07% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 238 shares; 2025Q1: not loaded; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 322 shares; 2026Q1: 712 shares 712 $278K 0.07% +390 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,750 shares; 2025Q1: not loaded; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,803 shares; 2026Q1: 4,068 shares 4,068 $277K 0.07% +265 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,216 shares; 2025Q1: not loaded; 2025Q2: 1,716 shares; 2025Q3: 11,654 shares; 2025Q4: 11,614 shares; 2026Q1: 11,614 shares 11,614 $277K 0.07% 0 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,056 shares; 2025Q1: not loaded; 2025Q2: 1,404 shares; 2025Q3: 1,343 shares; 2025Q4: 1,343 shares; 2026Q1: 1,974 shares 1,974 $274K 0.07% +631 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,683 shares; 2025Q1: not loaded; 2025Q2: 2,683 shares; 2025Q3: 2,683 shares; 2025Q4: 2,683 shares; 2026Q1: 2,643 shares 2,643 $274K 0.07% -40 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 656 shares; 2025Q1: not loaded; 2025Q2: 879 shares; 2025Q3: 1,131 shares; 2025Q4: 1,131 shares; 2026Q1: 1,569 shares 1,569 $266K 0.06% +438 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,692 shares; 2025Q1: not loaded; 2025Q2: 4,785 shares; 2025Q3: 4,737 shares; 2025Q4: 4,940 shares; 2026Q1: 4,770 shares 4,770 $265K 0.06% -170 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,512 shares; 2025Q1: not loaded; 2025Q2: 5,512 shares; 2025Q3: 5,512 shares; 2025Q4: 4,112 shares; 2026Q1: 3,930 shares 3,930 $260K 0.06% -182 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 619 shares; 2025Q1: not loaded; 2025Q2: 705 shares; 2025Q3: 707 shares; 2025Q4: 816 shares; 2026Q1: 917 shares 917 $256K 0.06% +101 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,768 shares; 2025Q1: not loaded; 2025Q2: 4,044 shares; 2025Q3: 4,044 shares; 2025Q4: 4,044 shares; 2026Q1: 4,044 shares 4,044 $256K 0.06% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,089 shares; 2025Q1: not loaded; 2025Q2: 9,481 shares; 2025Q3: 9,472 shares; 2025Q4: 9,042 shares; 2026Q1: 7,559 shares 7,559 $253K 0.06% -1,483 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,274 shares; 2025Q1: not loaded; 2025Q2: 2,930 shares; 2025Q3: 2,162 shares; 2025Q4: 2,162 shares; 2026Q1: 2,260 shares 2,260 $251K 0.06% +98 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 718 shares; 2025Q1: not loaded; 2025Q2: 953 shares; 2025Q3: 953 shares; 2025Q4: 817 shares; 2026Q1: 844 shares 844 $247K 0.06% +27 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,800 shares; 2025Q1: not loaded; 2025Q2: 21,800 shares; 2025Q3: 21,800 shares; 2025Q4: 21,800 shares; 2026Q1: 21,800 shares 21,800 $245K 0.06% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,283 shares; 2025Q1: not loaded; 2025Q2: 1,537 shares; 2025Q3: 1,560 shares; 2025Q4: 1,093 shares; 2026Q1: 1,223 shares 1,223 $243K 0.06% +130 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,234 shares; 2025Q1: not loaded; 2025Q2: 1,893 shares; 2025Q3: 1,682 shares; 2025Q4: 1,535 shares; 2026Q1: 1,643 shares 1,643 $239K 0.06% +108 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,677 shares 3,677 $238K 0.06% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,706 shares; 2025Q1: not loaded; 2025Q2: 1,706 shares; 2025Q3: 1,706 shares; 2025Q4: 1,706 shares; 2026Q1: 1,706 shares 1,706 $225K 0.05% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 13,122 shares; 2025Q3: 13,122 shares; 2025Q4: 10,061 shares; 2026Q1: 10,612 shares 10,612 $225K 0.05% +551 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: restricted; 2024Q4: 2,078 shares; 2025Q1: not loaded; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 1,726 shares; 2026Q1: 1,855 shares 1,855 $224K 0.05% +129 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,193 shares; 2025Q1: not loaded; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares; 2025Q4: 1,193 shares; 2026Q1: 1,193 shares 1,193 $223K 0.05% 0 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: restricted; 2024Q4: 1,121 shares; 2025Q1: not loaded; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares; 2025Q4: 2,549 shares; 2026Q1: 2,359 shares 2,359 $220K 0.05% -190 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: restricted; 2024Q4: 804 shares; 2025Q1: not loaded; 2025Q2: 804 shares; 2025Q3: 848 shares; 2025Q4: 2,048 shares; 2026Q1: 1,935 shares 1,935 $219K 0.05% -113 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 402 shares; 2025Q1: not loaded; 2025Q2: 778 shares; 2025Q3: 778 shares; 2025Q4: 1,300 shares; 2026Q1: 1,562 shares 1,562 $218K 0.05% +262 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,604 shares; 2025Q1: not loaded; 2025Q2: 2,118 shares; 2025Q3: 2,285 shares; 2025Q4: 2,285 shares; 2026Q1: 3,019 shares 3,019 $216K 0.05% +734 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,837 shares; 2025Q1: not loaded; 2025Q2: 17,082 shares; 2025Q3: 17,082 shares; 2025Q4: 15,435 shares; 2026Q1: 14,494 shares 14,494 $216K 0.05% -941 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 963 shares; 2026Q1: 987 shares 987 $215K 0.05% +24 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 457 shares; 2025Q1: not loaded; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 438 shares; 2026Q1: 675 shares 675 $215K 0.05% +237 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 319 shares; 2025Q1: not loaded; 2025Q2: 548 shares; 2025Q3: 548 shares; 2025Q4: 683 shares; 2026Q1: 824 shares 824 $215K 0.05% +141 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 321 shares; 2025Q1: not loaded; 2025Q2: 424 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 585 shares 585 $213K 0.05% +131 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,409 shares; 2025Q1: not loaded; 2025Q2: 1,876 shares; 2025Q3: 1,995 shares; 2025Q4: 1,995 shares; 2026Q1: 2,499 shares 2,499 $212K 0.05% +504 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,098 shares; 2025Q1: not loaded; 2025Q2: 4,028 shares; 2025Q3: 3,884 shares; 2025Q4: 3,867 shares; 2026Q1: 1,988 shares 1,988 $211K 0.05% -1,879 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,494 shares; 2025Q1: not loaded; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,542 shares; 2026Q1: 1,620 shares 1,620 $210K 0.05% +78 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 749 shares; 2025Q1: not loaded; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 1,767 shares 1,767 $209K 0.05% +754 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 536 shares; 2025Q1: not loaded; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 726 shares; 2026Q1: 1,042 shares 1,042 $208K 0.05% +316 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: restricted; 2024Q4: 890 shares; 2025Q1: not loaded; 2025Q2: 2,050 shares; 2025Q3: 2,608 shares; 2025Q4: 2,608 shares; 2026Q1: 2,835 shares 2,835 $207K 0.05% +227 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 846 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares 764 $203K 0.05% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,529 shares; 2025Q1: not loaded; 2025Q2: 2,529 shares; 2025Q3: 2,529 shares; 2025Q4: 2,529 shares; 2026Q1: 2,529 shares 2,529 $201K 0.05% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,149 shares; 2025Q1: not loaded; 2025Q2: 8,894 shares; 2025Q3: 9,434 shares; 2025Q4: 5,374 shares; 2026Q1: 5,374 shares 5,374 $200K 0.05% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,568 shares; 2025Q1: not loaded; 2025Q2: 2,568 shares; 2025Q3: 2,568 shares; 2025Q4: 9,125 shares; 2026Q1: 9,603 shares 9,603 $199K 0.05% +478 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,150 shares 2,150 $196K 0.05% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 292 shares; 2025Q1: not loaded; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 563 shares 563 $193K 0.05% +177 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 791 shares; 2025Q1: not loaded; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,026 shares; 2026Q1: 1,282 shares 1,282 $192K 0.05% +256 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,876 shares; 2025Q1: not loaded; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares; 2025Q4: 2,179 shares; 2026Q1: 2,160 shares 2,160 $192K 0.05% -19 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 558 shares; 2025Q1: not loaded; 2025Q2: 649 shares; 2025Q3: 803 shares; 2025Q4: 573 shares; 2026Q1: 591 shares 591 $191K 0.05% +18 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,236 shares; 2025Q1: not loaded; 2025Q2: 1,379 shares; 2025Q3: 1,718 shares; 2025Q4: 851 shares; 2026Q1: 830 shares 830 $191K 0.05% -21 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,555 shares; 2025Q1: not loaded; 2025Q2: 3,555 shares; 2025Q3: 3,555 shares; 2025Q4: 3,555 shares; 2026Q1: 3,555 shares 3,555 $190K 0.05% 0 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: restricted; 2024Q4: 2,509 shares; 2025Q1: not loaded; 2025Q2: 3,530 shares; 2025Q3: 4,275 shares; 2025Q4: 4,470 shares; 2026Q1: 4,849 shares 4,849 $189K 0.05% +379 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 875 shares; 2025Q1: not loaded; 2025Q2: 1,181 shares; 2025Q3: 1,276 shares; 2025Q4: 1,276 shares; 2026Q1: 1,597 shares 1,597 $188K 0.04% +321 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,293 shares; 2025Q1: not loaded; 2025Q2: 1,708 shares; 2025Q3: 1,708 shares; 2025Q4: 1,340 shares; 2026Q1: 1,387 shares 1,387 $188K 0.04% +47 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,427 shares; 2025Q1: not loaded; 2025Q2: 1,950 shares; 2025Q3: 2,119 shares; 2025Q4: 2,119 shares; 2026Q1: 2,702 shares 2,702 $186K 0.04% +583 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,655 shares; 2025Q1: not loaded; 2025Q2: 2,239 shares; 2025Q3: 2,373 shares; 2025Q4: 2,373 shares; 2026Q1: 2,849 shares 2,849 $186K 0.04% +476 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: restricted; 2024Q4: 51 shares; 2025Q1: not loaded; 2025Q2: 2,252 shares; 2025Q3: 2,252 shares; 2025Q4: 2,070 shares; 2026Q1: 2,197 shares 2,197 $186K 0.04% +127 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 585 shares; 2025Q1: not loaded; 2025Q2: 797 shares; 2025Q3: 863 shares; 2025Q4: 863 shares; 2026Q1: 1,171 shares 1,171 $185K 0.04% +308 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 259 shares; 2025Q1: not loaded; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 749 shares; 2026Q1: 1,113 shares 1,113 $183K 0.04% +364 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,285 shares; 2025Q3: 4,285 shares; 2025Q4: 3,928 shares; 2026Q1: 3,191 shares 3,191 $181K 0.04% -737 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,447 shares; 2025Q1: not loaded; 2025Q2: 412 shares; 2025Q3: 612 shares; 2025Q4: 612 shares; 2026Q1: 612 shares 612 $179K 0.04% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 636 shares; 2025Q1: not loaded; 2025Q2: 992 shares; 2025Q3: 1,482 shares; 2025Q4: 617 shares; 2026Q1: 940 shares 940 $176K 0.04% +323 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 560 shares; 2025Q1: not loaded; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 560 shares 560 $176K 0.04% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 699 shares; 2025Q1: not loaded; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 765 shares; 2026Q1: 823 shares 823 $174K 0.04% +58 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 216 shares; 2025Q1: not loaded; 2025Q2: 293 shares; 2025Q3: 473 shares; 2025Q4: 473 shares; 2026Q1: 686 shares 686 $172K 0.04% +213 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,456 shares; 2025Q1: not loaded; 2025Q2: 4,435 shares; 2025Q3: 4,435 shares; 2025Q4: 4,150 shares; 2026Q1: 4,150 shares 4,150 $171K 0.04% 0 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,902 shares; 2025Q1: not loaded; 2025Q2: 3,851 shares; 2025Q3: 3,851 shares; 2025Q4: 3,376 shares; 2026Q1: 3,495 shares 3,495 $168K 0.04% +119 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,638 shares; 2025Q1: not loaded; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 527 shares; 2026Q1: 514 shares 514 $168K 0.04% -13 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,166 shares; 2025Q1: not loaded; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 1,700 shares; 2026Q1: 1,802 shares 1,802 $168K 0.04% +102 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,224 shares; 2025Q1: not loaded; 2025Q2: 3,313 shares; 2025Q3: 3,313 shares; 2025Q4: 3,313 shares; 2026Q1: 3,313 shares 3,313 $165K 0.04% 0 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 520 shares; 2025Q1: not loaded; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 1,004 shares 1,004 $165K 0.04% +309 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,013 shares; 2025Q1: not loaded; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 1,013 shares 1,013 $162K 0.04% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 678 shares; 2025Q1: not loaded; 2025Q2: 886 shares; 2025Q3: 886 shares; 2025Q4: 775 shares; 2026Q1: 775 shares 775 $158K 0.04% 0 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 556 shares; 2025Q1: not loaded; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 919 shares 919 $158K 0.04% +169 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,686 shares; 2025Q1: not loaded; 2025Q2: 2,186 shares; 2025Q3: 2,186 shares; 2025Q4: 5,544 shares; 2026Q1: 6,419 shares 6,419 $157K 0.04% +875 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 988 shares; 2025Q1: not loaded; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,129 shares; 2026Q1: 1,168 shares 1,168 $157K 0.04% +39 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 701 shares; 2025Q1: not loaded; 2025Q2: 925 shares; 2025Q3: 983 shares; 2025Q4: 983 shares; 2026Q1: 1,174 shares 1,174 $156K 0.04% +191 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: restricted; 2024Q4: 2,760 shares; 2025Q1: not loaded; 2025Q2: 1,320 shares; 2025Q3: 1,871 shares; 2025Q4: 1,612 shares; 2026Q1: 1,067 shares 1,067 $156K 0.04% -545 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 971 shares; 2025Q1: not loaded; 2025Q2: 1,290 shares; 2025Q3: 1,376 shares; 2025Q4: 1,376 shares; 2026Q1: 1,892 shares 1,892 $155K 0.04% +516 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 694 shares; 2025Q1: not loaded; 2025Q2: 941 shares; 2025Q3: 941 shares; 2025Q4: 806 shares; 2026Q1: 823 shares 823 $155K 0.04% +17 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,654 shares; 2025Q1: not loaded; 2025Q2: 2,668 shares; 2025Q3: 2,668 shares; 2025Q4: 2,447 shares; 2026Q1: 2,634 shares 2,634 $154K 0.04% +187 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,053 shares; 2025Q1: not loaded; 2025Q2: 2,790 shares; 2025Q3: 2,790 shares; 2025Q4: 2,489 shares; 2026Q1: 2,489 shares 2,489 $154K 0.04% 0 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: restricted; 2024Q4: 2,127 shares; 2025Q1: not loaded; 2025Q2: 2,746 shares; 2025Q3: 2,746 shares; 2025Q4: 2,398 shares; 2026Q1: 2,498 shares 2,498 $154K 0.04% +100 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 743 shares; 2025Q1: not loaded; 2025Q2: 999 shares; 2025Q3: 999 shares; 2025Q4: 864 shares; 2026Q1: 901 shares 901 $154K 0.04% +37 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,154 shares; 2025Q1: not loaded; 2025Q2: 2,154 shares; 2025Q3: 2,154 shares; 2025Q4: 2,154 shares; 2026Q1: 2,154 shares 2,154 $153K 0.04% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,429 shares; 2025Q1: not loaded; 2025Q2: 1,381 shares; 2025Q3: 1,828 shares; 2025Q4: 1,828 shares; 2026Q1: 1,814 shares 1,814 $152K 0.04% -14 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305 shares; 2025Q1: not loaded; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 280 shares 280 $151K 0.04% -25 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,371 shares; 2025Q1: not loaded; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 3,190 shares; 2026Q1: 2,552 shares 2,552 $150K 0.04% -638 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,640 shares; 2025Q1: not loaded; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares; 2026Q1: 2,640 shares 2,640 $150K 0.04% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,588 shares; 2026Q1: 18,726 shares 18,726 $149K 0.04% +1,138 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,150 shares; 2025Q1: not loaded; 2025Q2: 1,506 shares; 2025Q3: 1,506 shares; 2025Q4: 1,341 shares; 2026Q1: 2,011 shares 2,011 $149K 0.04% +670 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,036 shares; 2025Q1: not loaded; 2025Q2: 6,170 shares; 2025Q3: 6,170 shares; 2025Q4: 5,679 shares; 2026Q1: 5,679 shares 5,679 $148K 0.04% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 336 shares; 2025Q1: not loaded; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 386 shares; 2026Q1: 386 shares 386 $147K 0.03% 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: restricted; 2024Q4: 1,420 shares; 2025Q1: not loaded; 2025Q2: 1,904 shares; 2025Q3: 1,904 shares; 2025Q4: 1,677 shares; 2026Q1: 1,703 shares 1,703 $146K 0.03% +26 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 240 shares 240 $145K 0.03% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,327 shares; 2025Q1: not loaded; 2025Q2: 3,041 shares; 2025Q3: 6,082 shares; 2025Q4: 5,438 shares; 2026Q1: 5,771 shares 5,771 $144K 0.03% +333 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 412 shares; 2025Q1: not loaded; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 554 shares; 2026Q1: 708 shares 708 $143K 0.03% +154 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 301 shares; 2025Q1: not loaded; 2025Q2: 224 shares; 2025Q3: 278 shares; 2025Q4: 279 shares; 2026Q1: 334 shares 334 $142K 0.03% +55 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,049 shares 3,049 $142K 0.03% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,350 shares; 2025Q1: not loaded; 2025Q2: 8,350 shares; 2025Q3: 8,350 shares; 2025Q4: 8,350 shares; 2026Q1: 8,350 shares 8,350 $140K 0.03% 0 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: restricted; 2024Q4: 2,595 shares; 2025Q1: not loaded; 2025Q2: 3,229 shares; 2025Q3: 3,229 shares; 2025Q4: 13,124 shares; 2026Q1: 13,901 shares 13,901 $139K 0.03% +777 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 634 shares; 2025Q1: not loaded; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $139K 0.03% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 715 shares; 2025Q1: not loaded; 2025Q2: 1,194 shares; 2025Q3: 1,142 shares; 2025Q4: 1,002 shares; 2026Q1: 991 shares 991 $136K 0.03% -11 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: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,267 shares; 2026Q1: 2,028 shares 2,028 $135K 0.03% +761 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 470 shares; 2025Q1: not loaded; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 455 shares; 2026Q1: 474 shares 474 $133K 0.03% +19 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,683 shares; 2025Q1: not loaded; 2025Q2: 3,599 shares; 2025Q3: 3,599 shares; 2025Q4: 3,192 shares; 2026Q1: 3,192 shares 3,192 $132K 0.03% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 304 shares; 2025Q1: not loaded; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 348 shares; 2026Q1: 364 shares 364 $132K 0.03% +16 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: not loaded; 2025Q2: 1,025 shares; 2025Q3: 2,237 shares; 2025Q4: 2,008 shares; 2026Q1: 1,836 shares 1,836 $132K 0.03% -172 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 369 shares; 2025Q1: not loaded; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 434 shares; 2026Q1: 442 shares 442 $131K 0.03% +8 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,615 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,048 shares 6,048 $131K 0.03% new Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,455 shares; 2025Q1: not loaded; 2025Q2: 1,892 shares; 2025Q3: 2,077 shares; 2025Q4: 2,077 shares; 2026Q1: 2,740 shares 2,740 $130K 0.03% +663 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 290 shares; 2025Q1: not loaded; 2025Q2: 290 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 634 shares 634 $126K 0.03% -2 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,450 shares; 2025Q1: not loaded; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $126K 0.03% 0 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 842 shares 842 $122K 0.03% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 1,140 shares 1,140 $122K 0.03% +840 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,729 shares; 2025Q1: not loaded; 2025Q2: 2,173 shares; 2025Q3: 2,173 shares; 2025Q4: 1,944 shares; 2026Q1: 2,016 shares 2,016 $122K 0.03% +72 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: not loaded; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 272 shares 272 $121K 0.03% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,497 shares; 2025Q1: not loaded; 2025Q2: 2,497 shares; 2025Q3: 2,497 shares; 2025Q4: 2,497 shares; 2026Q1: 2,497 shares 2,497 $121K 0.03% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 875 shares; 2026Q1: 1,046 shares 1,046 $120K 0.03% +171 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: restricted; 2024Q4: 2,035 shares; 2025Q1: not loaded; 2025Q2: 1,934 shares; 2025Q3: 1,938 shares; 2025Q4: 1,916 shares; 2026Q1: 1,898 shares 1,898 $119K 0.03% -18 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 919 shares; 2025Q1: not loaded; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares 1,015 $119K 0.03% 0 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 530 shares; 2025Q1: not loaded; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 726 shares; 2026Q1: 958 shares 958 $118K 0.03% +232 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: restricted; 2024Q4: 2,291 shares; 2025Q1: not loaded; 2025Q2: 2,126 shares; 2025Q3: 2,126 shares; 2025Q4: 2,126 shares; 2026Q1: 2,126 shares 2,126 $117K 0.03% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 480 shares; 2025Q1: not loaded; 2025Q2: 480 shares; 2025Q3: 478 shares; 2025Q4: 883 shares; 2026Q1: 893 shares 893 $117K 0.03% +10 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 541 shares; 2025Q1: not loaded; 2025Q2: 744 shares; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 913 shares 913 $117K 0.03% +147 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 382 shares; 2025Q1: not loaded; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 714 shares; 2026Q1: 558 shares 558 $117K 0.03% -156 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,520 shares 1,520 $116K 0.03% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,623 shares; 2025Q1: not loaded; 2025Q2: 2,516 shares; 2025Q3: 2,516 shares; 2025Q4: 2,487 shares; 2026Q1: 2,342 shares 2,342 $116K 0.03% -145 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,015 shares; 2025Q1: not loaded; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares 1,015 $115K 0.03% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 656 shares; 2025Q1: not loaded; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 565 shares 565 $115K 0.03% -50 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,743 shares; 2025Q1: not loaded; 2025Q2: 19,844 shares; 2025Q3: 19,734 shares; 2025Q4: 19,774 shares; 2026Q1: 2,446 shares 2,446 $115K 0.03% -17,328 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,000 shares; 2025Q1: not loaded; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $113K 0.03% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,063 shares; 2025Q1: not loaded; 2025Q2: 1,438 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares; 2026Q1: 2,163 shares 2,163 $113K 0.03% +725 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,247 shares 1,247 $111K 0.03% new Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 687 shares; 2025Q1: not loaded; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 806 shares; 2026Q1: 839 shares 839 $111K 0.03% +33 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: restricted; 2024Q4: 2,991 shares; 2025Q1: not loaded; 2025Q2: 3,898 shares; 2025Q3: 1,670 shares; 2025Q4: 1,535 shares; 2026Q1: 4,247 shares 4,247 $111K 0.03% +2,712 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,096 shares; 2026Q1: 1,332 shares 1,332 $110K 0.03% +236 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 238 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 338 shares 338 $110K 0.03% new Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: not loaded; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 574 shares; 2026Q1: 594 shares 594 $110K 0.03% +20 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 279 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 662 shares 662 $108K 0.03% +42 Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,553 shares; 2025Q1: not loaded; 2025Q2: 6,463 shares; 2025Q3: 6,641 shares; 2025Q4: 6,641 shares; 2026Q1: 7,856 shares 7,856 $108K 0.03% +1,215 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,333 shares; 2025Q1: not loaded; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,218 shares; 2026Q1: 1,503 shares 1,503 $108K 0.03% +285 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,384 shares; 2025Q1: not loaded; 2025Q2: 5,584 shares; 2025Q3: 5,584 shares; 2025Q4: 5,584 shares; 2026Q1: 5,584 shares 5,584 $108K 0.03% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 933 shares 933 $108K 0.03% new Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,518 shares; 2025Q1: not loaded; 2025Q2: 3,417 shares; 2025Q3: 3,417 shares; 2025Q4: 2,975 shares; 2026Q1: 3,119 shares 3,119 $108K 0.03% +144 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,172 shares; 2025Q1: not loaded; 2025Q2: 3,172 shares; 2025Q3: 2,172 shares; 2025Q4: 2,172 shares; 2026Q1: 2,172 shares 2,172 $106K 0.03% 0 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 688 shares; 2025Q1: not loaded; 2025Q2: 688 shares; 2025Q3: 688 shares; 2025Q4: 688 shares; 2026Q1: 688 shares 688 $106K 0.03% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 336 shares; 2025Q1: not loaded; 2025Q2: 314 shares; 2025Q3: 281 shares; 2025Q4: 241 shares; 2026Q1: 267 shares 267 $106K 0.03% +26 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,776 shares; 2025Q1: not loaded; 2025Q2: 1,776 shares; 2025Q3: 1,776 shares; 2025Q4: 1,776 shares; 2026Q1: 1,776 shares 1,776 $105K 0.03% 0 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: restricted; 2024Q4: 2,142 shares; 2025Q1: not loaded; 2025Q2: 2,142 shares; 2025Q3: 2,142 shares; 2025Q4: 2,142 shares; 2026Q1: 2,142 shares 2,142 $104K 0.02% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,267 shares; 2025Q1: not loaded; 2025Q2: 1,267 shares; 2025Q3: 1,267 shares; 2025Q4: 1,267 shares; 2026Q1: 1,267 shares 1,267 $104K 0.02% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 882 shares; 2026Q1: 920 shares 920 $104K 0.02% +38 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,687 shares; 2026Q1: 1,761 shares 1,761 $104K 0.02% +74 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 911 shares; 2025Q1: not loaded; 2025Q2: 1,232 shares; 2025Q3: 1,232 shares; 2025Q4: 1,067 shares; 2026Q1: 1,376 shares 1,376 $104K 0.02% +309 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,745 shares; 2025Q1: not loaded; 2025Q2: 5,651 shares; 2025Q3: 5,651 shares; 2025Q4: 5,651 shares; 2026Q1: 5,326 shares 5,326 $102K 0.02% -325 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 702 shares; 2025Q1: not loaded; 2025Q2: 901 shares; 2025Q3: 1,492 shares; 2025Q4: 1,492 shares; 2026Q1: 1,792 shares 1,792 $102K 0.02% +300 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 746 shares 746 $100K 0.02% 0 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: not loaded; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares 5,200 $100K 0.02% 0 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: restricted; 2024Q4: 4,461 shares; 2025Q1: not loaded; 2025Q2: 5,879 shares; 2025Q3: 5,879 shares; 2025Q4: 5,302 shares; 2026Q1: 5,302 shares 5,302 $99.7K 0.02% 0 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: restricted; 2024Q4: 1,513 shares; 2025Q1: not loaded; 2025Q2: 4,105 shares; 2025Q3: 4,889 shares; 2025Q4: 4,433 shares; 2026Q1: 4,776 shares 4,776 $98.9K 0.02% +343 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 842 shares; 2025Q1: not loaded; 2025Q2: 842 shares; 2025Q3: 842 shares; 2025Q4: 842 shares; 2026Q1: 677 shares 677 $98.8K 0.02% -165 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 982 shares; 2025Q1: not loaded; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 982 shares 982 $98.4K 0.02% 0 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: restricted; 2024Q4: 3,044 shares; 2025Q1: not loaded; 2025Q2: 4,237 shares; 2025Q3: 4,237 shares; 2025Q4: 3,585 shares; 2026Q1: 3,681 shares 3,681 $97K 0.02% +96 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,243 shares; 2025Q1: not loaded; 2025Q2: 2,979 shares; 2025Q3: 2,979 shares; 2025Q4: 2,608 shares; 2026Q1: 2,677 shares 2,677 $96.5K 0.02% +69 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,037 shares; 2025Q1: not loaded; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares 1,037 $95.8K 0.02% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 263 shares; 2026Q1: 324 shares 324 $94.9K 0.02% +61 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,074 shares; 2025Q1: not loaded; 2025Q2: 3,386 shares; 2025Q3: 2,940 shares; 2025Q4: 2,563 shares; 2026Q1: 3,302 shares 3,302 $94.8K 0.02% +739 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $94.4K 0.02% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 825 shares; 2025Q1: not loaded; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 888 shares; 2026Q1: 931 shares 931 $93.6K 0.02% +43 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,089 shares 1,089 $93.3K 0.02% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,964 shares; 2025Q1: not loaded; 2025Q2: 1,013 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares 780 $92.4K 0.02% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,888 shares; 2025Q1: not loaded; 2025Q2: 4,340 shares; 2025Q3: 4,340 shares; 2025Q4: 1,007 shares; 2026Q1: 1,226 shares 1,226 $92.3K 0.02% +219 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,667 shares; 2025Q1: not loaded; 2025Q2: 1,667 shares; 2025Q3: 1,667 shares; 2025Q4: 1,667 shares; 2026Q1: 1,630 shares 1,630 $91.8K 0.02% -37 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 616 shares; 2025Q1: not loaded; 2025Q2: 522 shares; 2025Q3: 527 shares; 2025Q4: 530 shares; 2026Q1: 533 shares 533 $91.7K 0.02% +3 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $91.3K 0.02% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 308 shares; 2026Q1: 337 shares 337 $91.2K 0.02% +29 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,733 shares; 2025Q1: not loaded; 2025Q2: 1,775 shares; 2025Q3: 2,184 shares; 2025Q4: 2,184 shares; 2026Q1: 2,169 shares 2,169 $90.3K 0.02% -15 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,838 shares; 2025Q1: not loaded; 2025Q2: 13,758 shares; 2025Q3: 13,053 shares; 2025Q4: 2,312 shares; 2026Q1: 2,312 shares 2,312 $90.1K 0.02% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 622 shares; 2025Q1: not loaded; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: 723 shares; 2026Q1: 1,173 shares 1,173 $89.5K 0.02% +450 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 488 shares; 2025Q1: not loaded; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 541 shares; 2026Q1: 577 shares 577 $88.3K 0.02% +36 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,123 shares; 2025Q1: not loaded; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares; 2025Q4: 1,423 shares; 2026Q1: 1,423 shares 1,423 $86.9K 0.02% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,028 shares 1,028 $86.1K 0.02% new Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 986 shares; 2025Q1: not loaded; 2025Q2: 986 shares; 2025Q3: 986 shares; 2025Q4: 986 shares; 2026Q1: 986 shares 986 $85.2K 0.02% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,640 shares; 2025Q1: not loaded; 2025Q2: 1,640 shares; 2025Q3: 1,640 shares; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares 1,640 $85.1K 0.02% 0 Timeline EVI EVI INDS INC More: the full row for EVI INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,157 shares; 2025Q1: not loaded; 2025Q2: 4,135 shares; 2025Q3: 4,135 shares; 2025Q4: 4,135 shares; 2026Q1: 4,090 shares 4,090 $84.2K 0.02% -45 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 404 shares; 2026Q1: 396 shares 396 $84K 0.02% -8 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: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,017 shares; 2026Q1: 3,648 shares 3,648 $83K 0.02% -1,369 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: not loaded; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 7,009 shares; 2026Q1: 3,864 shares 3,864 $82.4K 0.02% -3,145 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,836 shares; 2025Q1: not loaded; 2025Q2: 1,836 shares; 2025Q3: 1,478 shares; 2025Q4: 1,478 shares; 2026Q1: 1,427 shares 1,427 $82.3K 0.02% -51 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119 shares; 2025Q1: not loaded; 2025Q2: 110 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $80.9K 0.02% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149 shares; 2026Q1: 208 shares 208 $80.8K 0.02% +59 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: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 413 shares; 2026Q1: 426 shares 426 $80.7K 0.02% +13 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 542 shares; 2025Q1: not loaded; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 542 shares; 2026Q1: 542 shares 542 $80.3K 0.02% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: not loaded; 2025Q2: 900 shares; 2025Q3: 1,649 shares; 2025Q4: 1,153 shares; 2026Q1: 1,153 shares 1,153 $80K 0.02% 0 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,838 shares; 2025Q1: not loaded; 2025Q2: 1,764 shares; 2025Q3: 1,764 shares; 2025Q4: 1,743 shares; 2026Q1: 1,640 shares 1,640 $79.9K 0.02% -103 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 608 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 921 shares; 2026Q1: 759 shares 759 $79.8K 0.02% -162 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104 shares; 2025Q1: not loaded; 2025Q2: 238 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 524 shares 524 $79K 0.02% +329 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,109 shares; 2025Q1: not loaded; 2025Q2: 1,109 shares; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares; 2026Q1: 1,109 shares 1,109 $78.9K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,629 shares; 2025Q1: not loaded; 2025Q2: 1,810 shares; 2025Q3: 1,933 shares; 2025Q4: 728 shares; 2026Q1: 875 shares 875 $78.4K 0.02% +147 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: not loaded; 2025Q2: 900 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares 951 $78.4K 0.02% 0 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: restricted; 2024Q4: 1,010 shares; 2025Q1: not loaded; 2025Q2: 1,010 shares; 2025Q3: 710 shares; 2025Q4: 1,801 shares; 2026Q1: 1,453 shares 1,453 $78.3K 0.02% -348 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: not loaded; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 228 shares 228 $78.3K 0.02% +216 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 211 shares; 2025Q1: not loaded; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 191 shares; 2026Q1: 191 shares 191 $77.9K 0.02% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 395 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 363 shares 363 $77.6K 0.02% +183 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,977 shares; 2025Q1: not loaded; 2025Q2: 3,977 shares; 2025Q3: 3,977 shares; 2025Q4: 3,977 shares; 2026Q1: 6,867 shares 6,867 $77.5K 0.02% +2,890 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 151 shares; 2025Q1: not loaded; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $77.4K 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: not loaded; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $77.1K 0.02% 0 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 375 shares; 2025Q1: not loaded; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 442 shares; 2026Q1: 442 shares 442 $76.2K 0.02% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 642 shares; 2026Q1: 642 shares 642 $75.8K 0.02% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: not loaded; 2025Q2: 923 shares; 2025Q3: 1,771 shares; 2025Q4: 1,727 shares; 2026Q1: 1,087 shares 1,087 $75.3K 0.02% -640 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 194 shares; 2025Q3: 310 shares; 2025Q4: 345 shares; 2026Q1: 373 shares 373 $74.6K 0.02% +28 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 21,072 shares; 2025Q3: 21,072 shares; 2025Q4: 19,095 shares; 2026Q1: 20,373 shares 20,373 $74.4K 0.02% +1,278 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 324 shares; 2025Q1: not loaded; 2025Q2: 648 shares; 2025Q3: 642 shares; 2025Q4: 615 shares; 2026Q1: 1,596 shares 1,596 $74.1K 0.02% +981 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,300 shares; 2025Q1: not loaded; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $73.7K 0.02% 0 Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,585 shares; 2025Q1: not loaded; 2025Q2: 5,585 shares; 2025Q3: 5,585 shares; 2025Q4: 5,585 shares; 2026Q1: 5,585 shares 5,585 $73.3K 0.02% 0 Timeline HNRG HALLADOR ENERGY COMPANY More: the full row for HALLADOR ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $73.3K 0.02% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: not loaded; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $72.4K 0.02% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 285 shares; 2025Q1: not loaded; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $72.1K 0.02% 0 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: restricted; 2024Q4: 933 shares; 2025Q1: not loaded; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 1,780 shares; 2026Q1: 1,170 shares 1,170 $71.7K 0.02% -610 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: not loaded; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 495 shares; 2026Q1: 495 shares 495 $71.6K 0.02% 0 Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,278 shares; 2025Q1: not loaded; 2025Q2: 2,278 shares; 2025Q3: 2,278 shares; 2025Q4: 2,278 shares; 2026Q1: 2,278 shares 2,278 $70.8K 0.02% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,101 shares; 2025Q1: not loaded; 2025Q2: 8,532 shares; 2025Q3: 8,490 shares; 2025Q4: 8,642 shares; 2026Q1: 554 shares 554 $70.5K 0.02% -8,088 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: not loaded; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $70.4K 0.02% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 420 shares; 2025Q1: not loaded; 2025Q2: 609 shares; 2025Q3: 564 shares; 2025Q4: 2,650 shares; 2026Q1: 672 shares 672 $70.3K 0.02% -1,978 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,876 shares; 2025Q1: not loaded; 2025Q2: 3,452 shares; 2025Q3: 3,452 shares; 2025Q4: not reported; 2026Q1: 937 shares 937 $69.8K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,150 shares; 2026Q1: 1,021 shares 1,021 $69.8K 0.02% -129 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: not loaded; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $68.8K 0.02% 0 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: not loaded; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 235 shares 235 $68.7K 0.02% +39 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 485 shares; 2025Q1: not loaded; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 460 shares; 2026Q1: 433 shares 433 $68.7K 0.02% -27 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 919 shares; 2025Q1: not loaded; 2025Q2: 819 shares; 2025Q3: 405 shares; 2025Q4: 562 shares; 2026Q1: 506 shares 506 $68.4K 0.02% -56 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: restricted; 2024Q4: 1,126 shares; 2025Q1: not loaded; 2025Q2: 1,406 shares; 2025Q3: 1,406 shares; 2025Q4: 1,208 shares; 2026Q1: 1,254 shares 1,254 $68K 0.02% +46 Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,045 shares; 2025Q1: not loaded; 2025Q2: 1,434 shares; 2025Q3: 1,434 shares; 2025Q4: 1,253 shares; 2026Q1: 1,295 shares 1,295 $67.6K 0.02% +42 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,058 shares; 2025Q1: not loaded; 2025Q2: 2,811 shares; 2025Q3: 2,811 shares; 2025Q4: 704 shares; 2026Q1: 1,874 shares 1,874 $66.9K 0.02% +1,170 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 133 shares; 2026Q1: 200 shares 200 $66.7K 0.02% +67 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,395 shares; 2025Q1: not loaded; 2025Q2: 636 shares; 2025Q3: 456 shares; 2025Q4: 456 shares; 2026Q1: 456 shares 456 $66.7K 0.02% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 677 shares; 2025Q1: not loaded; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 862 shares; 2026Q1: 862 shares 862 $66.5K 0.02% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 138 shares; 2026Q1: 224 shares 224 $66.2K 0.02% +86 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,104 shares; 2025Q1: not loaded; 2025Q2: 1,010 shares; 2025Q3: 1,225 shares; 2025Q4: 1,057 shares; 2026Q1: 556 shares 556 $66K 0.02% -501 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: not loaded; 2025Q2: 507 shares; 2025Q3: 507 shares; 2025Q4: 460 shares; 2026Q1: 313 shares 313 $64.5K 0.02% -147 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,060 shares; 2025Q1: not loaded; 2025Q2: 1,290 shares; 2025Q3: 1,290 shares; 2025Q4: 1,138 shares; 2026Q1: 1,187 shares 1,187 $64.2K 0.02% +49 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,360 shares; 2025Q1: not loaded; 2025Q2: 10,369 shares; 2025Q3: 8,577 shares; 2025Q4: 3,390 shares; 2026Q1: 3,190 shares 3,190 $64K 0.02% -200 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 904 shares; 2025Q1: not loaded; 2025Q2: 904 shares; 2025Q3: 904 shares; 2025Q4: 904 shares; 2026Q1: 904 shares 904 $63.4K 0.02% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 315 shares; 2026Q1: 303 shares 303 $63.2K 0.02% -12 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 280 shares; 2025Q1: not loaded; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 220 shares 220 $63.1K 0.02% -60 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,576 shares; 2025Q1: not loaded; 2025Q2: 3,277 shares; 2025Q3: 3,276 shares; 2025Q4: 3,120 shares; 2026Q1: 1,716 shares 1,716 $63.1K 0.01% -1,404 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 861 shares; 2026Q1: 861 shares 861 $63K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 761 shares; 2025Q1: not loaded; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 236 shares; 2026Q1: 236 shares 236 $63K 0.01% 0 Timeline TMFE RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,304 shares; 2025Q1: not loaded; 2025Q2: 2,304 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares; 2026Q1: 2,304 shares 2,304 $62.7K 0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,018 shares; 2025Q1: not loaded; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 252 shares; 2026Q1: 383 shares 383 $62.6K 0.01% +131 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 915 shares; 2025Q1: not loaded; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,009 shares; 2026Q1: 1,077 shares 1,077 $62.3K 0.01% +68 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 983 shares 983 $61.7K 0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: not loaded; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 842 shares 842 $61K 0.01% +782 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,709 shares; 2025Q1: not loaded; 2025Q2: 6,363 shares; 2025Q3: 6,397 shares; 2025Q4: 6,587 shares; 2026Q1: 307 shares 307 $60.9K 0.01% -6,280 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,658 shares; 2025Q1: not loaded; 2025Q2: 1,417 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 387 shares 387 $60.8K 0.01% +115 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: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 942 shares; 2026Q1: 833 shares 833 $59.8K 0.01% -109 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 680 shares; 2025Q1: not loaded; 2025Q2: 1,330 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares; 2026Q1: 1,830 shares 1,830 $59.7K 0.01% 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: restricted; 2024Q4: 158 shares; 2025Q1: not loaded; 2025Q2: 515 shares; 2025Q3: 444 shares; 2025Q4: 429 shares; 2026Q1: 465 shares 465 $58.3K 0.01% +36 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,070 shares; 2026Q1: 968 shares 968 $58.1K 0.01% -102 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 471 shares; 2025Q3: 847 shares; 2025Q4: 505 shares; 2026Q1: 378 shares 378 $56.8K 0.01% -127 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 717 shares; 2025Q1: not loaded; 2025Q2: 969 shares; 2025Q3: 969 shares; 2025Q4: 969 shares; 2026Q1: 943 shares 943 $56.2K 0.01% -26 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,780 shares; 2025Q1: not loaded; 2025Q2: 3,780 shares; 2025Q3: 3,980 shares; 2025Q4: 3,480 shares; 2026Q1: 3,080 shares 3,080 $56.2K 0.01% -400 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 404 shares; 2026Q1: 443 shares 443 $56K 0.01% +39 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: not loaded; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 693 shares; 2026Q1: 740 shares 740 $55.8K 0.01% +47 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 442 shares; 2025Q1: not loaded; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $55.2K 0.01% 0 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares 1,800 $55K 0.01% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 1,478 shares; 2026Q1: 864 shares 864 $55K 0.01% -614 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: not loaded; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 869 shares; 2026Q1: 903 shares 903 $54.9K 0.01% +34 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: not loaded; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 781 shares 781 $54.1K 0.01% +281 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 190 shares; 2025Q1: not loaded; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 247 shares 247 $54.1K 0.01% +57 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 579 shares; 2026Q1: 670 shares 670 $53.6K 0.01% +91 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158 shares; 2025Q1: not loaded; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 208 shares; 2026Q1: 204 shares 204 $53.4K 0.01% -4 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 642 shares; 2025Q1: not loaded; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 642 shares; 2026Q1: 642 shares 642 $52.4K 0.01% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: not loaded; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $51.8K 0.01% 0 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,614 shares; 2025Q1: not loaded; 2025Q2: 2,036 shares; 2025Q3: 2,036 shares; 2025Q4: 1,756 shares; 2026Q1: 1,756 shares 1,756 $51.6K 0.01% 0 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,208 shares; 2025Q3: 4,208 shares; 2025Q4: 4,208 shares; 2026Q1: 4,208 shares 4,208 $51.2K 0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94 shares 94 $51.1K 0.01% new Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 210 shares; 2026Q1: 269 shares 269 $50.9K 0.01% +59 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: restricted; 2024Q4: 808 shares; 2025Q1: not loaded; 2025Q2: 1,108 shares; 2025Q3: 1,108 shares; 2025Q4: 808 shares; 2026Q1: 808 shares 808 $50.4K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 383 shares; 2025Q1: not loaded; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106 $50.2K 0.01% 0 Timeline PEB PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,268 shares; 2025Q1: not loaded; 2025Q2: 4,396 shares; 2025Q3: 4,396 shares; 2025Q4: 3,888 shares; 2026Q1: 3,888 shares 3,888 $49.1K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,175 shares; 2025Q1: not loaded; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares 675 $49.1K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 455 shares; 2025Q1: not loaded; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares 455 $48.2K 0.01% 0 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,115 shares; 2025Q1: not loaded; 2025Q2: 1,492 shares; 2025Q3: 1,492 shares; 2025Q4: 2,673 shares; 2026Q1: 3,209 shares 3,209 $48.1K 0.01% +536 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 436 shares 436 $47.9K 0.01% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 576 shares; 2025Q1: not loaded; 2025Q2: 903 shares; 2025Q3: 689 shares; 2025Q4: 219 shares; 2026Q1: 205 shares 205 $47.8K 0.01% -14 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: restricted; 2024Q4: 198 shares; 2025Q1: not loaded; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $47.7K 0.01% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 697 shares 697 $47.6K 0.01% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,933 shares; 2025Q1: not loaded; 2025Q2: 2,916 shares; 2025Q3: 2,916 shares; 2025Q4: 2,911 shares; 2026Q1: 992 shares 992 $47.4K 0.01% -1,919 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 572 shares; 2025Q1: not loaded; 2025Q2: 694 shares; 2025Q3: 694 shares; 2025Q4: 694 shares; 2026Q1: 694 shares 694 $47.2K 0.01% 0 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,695 shares; 2025Q1: not loaded; 2025Q2: 1,695 shares; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares; 2026Q1: 1,695 shares 1,695 $47.1K 0.01% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171 shares 171 $46.9K 0.01% new Timeline TNET TRINET GROUP INC More: the full row for TRINET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 430 shares; 2025Q1: not loaded; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 516 shares; 2026Q1: 1,262 shares 1,262 $46K 0.01% +746 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: not loaded; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 436 shares; 2026Q1: 515 shares 515 $45.5K 0.01% +79 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,250 shares; 2026Q1: 2,404 shares 2,404 $45.5K 0.01% +154 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,579 shares; 2025Q1: not loaded; 2025Q2: 2,579 shares; 2025Q3: 2,579 shares; 2025Q4: 2,579 shares; 2026Q1: 2,579 shares 2,579 $45.1K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,448 shares; 2025Q1: not loaded; 2025Q2: 1,032 shares; 2025Q3: 1,032 shares; 2025Q4: 990 shares; 2026Q1: 723 shares 723 $44.7K 0.01% -267 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: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 318 shares; 2026Q1: 334 shares 334 $44.6K 0.01% +16 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 100 shares; 2025Q3: 186 shares; 2025Q4: 127 shares; 2026Q1: 158 shares 158 $44.5K 0.01% +31 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: not loaded; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $44.1K 0.01% 0 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,386 shares; 2025Q1: not loaded; 2025Q2: 15,571 shares; 2025Q3: 15,571 shares; 2025Q4: 15,571 shares; 2026Q1: 7,279 shares 7,279 $43.7K 0.01% -8,292 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: restricted; 2024Q4: 400 shares; 2025Q1: not loaded; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $43.4K 0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 91 shares; 2025Q4: 80 shares; 2026Q1: 131 shares 131 $43.3K 0.01% +51 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: not loaded; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 160 shares 160 $43.3K 0.01% +95 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: not loaded; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $43.2K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 602 shares; 2025Q1: not loaded; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 602 shares; 2026Q1: 525 shares 525 $42.7K 0.01% -77 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 192 shares; 2025Q1: not loaded; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares 260 $42.5K 0.01% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 366 shares; 2025Q1: not loaded; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 366 shares; 2026Q1: 366 shares 366 $42.5K 0.01% 0 Timeline