GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,252 shares; 2024Q4: 150,335 shares; 2025Q1: 224,251 shares; 2025Q2: 344,292 shares; 2025Q3: 331,067 shares; 2025Q4: 473,960 shares; 2026Q1: 508,987 shares 508,987 $51M 6.23% +35,027 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,454 shares; 2024Q4: 80,754 shares; 2025Q1: 88,678 shares; 2025Q2: 88,527 shares; 2025Q3: 91,937 shares; 2025Q4: 91,769 shares; 2026Q1: 130,217 shares 130,217 $48.2M 5.89% +38,448 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: 38,881 shares; 2024Q4: 45,778 shares; 2025Q1: 29,681 shares; 2025Q2: 30,776 shares; 2025Q3: 70,061 shares; 2025Q4: 70,657 shares; 2026Q1: 114,238 shares 114,238 $29M 3.54% +43,581 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,986 shares; 2024Q4: 56,741 shares; 2025Q1: 99,958 shares; 2025Q2: 99,057 shares; 2025Q3: 83,775 shares; 2025Q4: 81,256 shares; 2026Q1: 112,663 shares 112,663 $19.6M 2.4% +31,407 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: 30,104 shares; 2024Q4: 34,230 shares; 2025Q1: 34,473 shares; 2025Q2: 34,695 shares; 2025Q3: 35,622 shares; 2025Q4: 37,341 shares; 2026Q1: 40,603 shares 40,603 $17.7M 2.17% +3,262 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: 37,417 shares; 2024Q4: 41,928 shares; 2025Q1: 46,394 shares; 2025Q2: 46,739 shares; 2025Q3: 54,353 shares; 2025Q4: 68,052 shares; 2026Q1: 73,913 shares 73,913 $15.4M 1.88% +5,861 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,550 shares; 2024Q4: 133,428 shares; 2025Q1: 164,058 shares; 2025Q2: 183,575 shares; 2025Q3: 185,643 shares; 2025Q4: 192,276 shares; 2026Q1: 207,468 shares 207,468 $13.3M 1.62% +15,192 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: 46,015 shares; 2024Q4: 46,536 shares; 2025Q1: 44,598 shares; 2025Q2: 44,547 shares; 2025Q3: 34,879 shares; 2025Q4: 34,475 shares; 2026Q1: 40,566 shares 40,566 $12.6M 1.53% +6,091 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,539 shares; 2024Q4: 45,496 shares; 2025Q1: 45,489 shares; 2025Q2: 48,499 shares; 2025Q3: 49,564 shares; 2025Q4: 52,826 shares; 2026Q1: 59,499 shares 59,499 $11.7M 1.43% +6,673 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: 43,897 shares; 2024Q4: 49,489 shares; 2025Q1: 45,320 shares; 2025Q2: 45,520 shares; 2025Q3: 43,773 shares; 2025Q4: 43,848 shares; 2026Q1: 37,410 shares 37,410 $10.8M 1.31% -6,438 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: 6,644 shares; 2024Q4: 7,238 shares; 2025Q1: 6,625 shares; 2025Q2: 6,646 shares; 2025Q3: 6,325 shares; 2025Q4: 6,344 shares; 2026Q1: 9,749 shares 9,749 $9.71M 1.19% +3,405 Timeline FLOT 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: 8,255 shares; 2024Q4: 8,070 shares; 2025Q1: 9,220 shares; 2025Q2: 9,491 shares; 2025Q3: 9,347 shares; 2025Q4: 157,107 shares; 2026Q1: 182,348 shares 182,348 $9.29M 1.14% +25,241 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,746 shares; 2024Q4: 90,579 shares; 2025Q1: 63,771 shares; 2025Q2: 56,214 shares; 2025Q3: 75,282 shares; 2025Q4: 99,862 shares; 2026Q1: 115,562 shares 115,562 $8.92M 1.09% +15,700 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,803 shares; 2025Q4: 46,543 shares; 2026Q1: 42,978 shares 42,978 $8.72M 1.07% -3,565 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258,291 shares; 2025Q4: 298,490 shares; 2026Q1: 285,230 shares 285,230 $8.48M 1.04% -13,260 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 254,793 shares; 2025Q4: 318,244 shares; 2026Q1: 357,243 shares 357,243 $7.67M 0.94% +38,999 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: 6,866 shares; 2024Q4: 12,907 shares; 2025Q1: 8,787 shares; 2025Q2: 11,799 shares; 2025Q3: 11,815 shares; 2025Q4: 11,722 shares; 2026Q1: 11,636 shares 11,636 $7.6M 0.93% -86 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,625 shares; 2026Q1: 212,380 shares 212,380 $7.48M 0.91% +128,755 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: 5,737 shares; 2024Q4: 8,623 shares; 2025Q1: 23,688 shares; 2025Q2: 23,281 shares; 2025Q3: 21,024 shares; 2025Q4: 21,130 shares; 2026Q1: 25,324 shares 25,324 $7.45M 0.91% +4,194 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: 11,679 shares; 2024Q4: 12,054 shares; 2025Q1: 11,724 shares; 2025Q2: 11,767 shares; 2025Q3: 9,622 shares; 2025Q4: 9,725 shares; 2026Q1: 12,225 shares 12,225 $6.99M 0.85% +2,500 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: 6,039 shares; 2024Q4: 6,985 shares; 2025Q1: 6,976 shares; 2025Q2: 7,062 shares; 2025Q3: 6,245 shares; 2025Q4: 6,334 shares; 2026Q1: 14,232 shares 14,232 $6.82M 0.83% +7,898 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: 9,830 shares; 2024Q4: 10,124 shares; 2025Q1: 10,101 shares; 2025Q2: 10,105 shares; 2025Q3: 9,922 shares; 2025Q4: 10,323 shares; 2026Q1: 10,077 shares 10,077 $6.55M 0.8% -246 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,151 shares; 2024Q4: 13,151 shares; 2025Q1: 17,469 shares; 2025Q2: 17,469 shares; 2025Q3: 230,449 shares; 2025Q4: 228,849 shares; 2026Q1: 262,554 shares 262,554 $6.4M 0.78% +33,705 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108,971 shares; 2025Q4: 155,310 shares; 2026Q1: 143,110 shares 143,110 $6.36M 0.78% -12,200 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,170 shares; 2025Q4: 3,259 shares; 2026Q1: 48,893 shares 48,893 $6.35M 0.78% +45,634 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,517 shares; 2024Q4: 113,645 shares; 2025Q1: 115,800 shares; 2025Q2: 110,765 shares; 2025Q3: 244,725 shares; 2025Q4: 169,282 shares; 2026Q1: 171,322 shares 171,322 $6.31M 0.77% +2,040 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: 25,377 shares; 2024Q4: 25,564 shares; 2025Q1: 25,733 shares; 2025Q2: 25,968 shares; 2025Q3: 25,841 shares; 2025Q4: 25,240 shares; 2026Q1: 38,098 shares 38,098 $6.25M 0.76% +12,858 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 322,300 shares; 2026Q1: 389,600 shares 389,600 $5.9M 0.72% +67,300 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: 9,266 shares; 2024Q4: 9,268 shares; 2025Q1: 9,268 shares; 2025Q2: 9,276 shares; 2025Q3: 18,832 shares; 2025Q4: 18,719 shares; 2026Q1: 18,569 shares 18,569 $5.77M 0.71% -150 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,911 shares; 2025Q4: 85,933 shares; 2026Q1: 109,995 shares 109,995 $5.72M 0.7% +24,062 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: 9,434 shares; 2024Q4: 9,568 shares; 2025Q1: 9,568 shares; 2025Q2: 9,586 shares; 2025Q3: 30,686 shares; 2025Q4: 14,920 shares; 2026Q1: 39,564 shares 39,564 $5.71M 0.7% +24,644 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,600 shares; 2025Q1: 93,900 shares; 2025Q2: 86,841 shares; 2025Q3: 85,800 shares; 2025Q4: 84,800 shares; 2026Q1: 84,800 shares 84,800 $5.5M 0.67% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,882 shares; 2024Q4: 308,549 shares; 2025Q1: 202,094 shares; 2025Q2: 88,805 shares; 2025Q3: 54,876 shares; 2025Q4: 50,230 shares; 2026Q1: 69,223 shares 69,223 $5.43M 0.66% +18,993 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280,317 shares; 2025Q4: 256,697 shares; 2026Q1: 422,647 shares 422,647 $5.21M 0.64% +165,950 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: 8,709 shares; 2024Q4: 9,303 shares; 2025Q1: 9,533 shares; 2025Q2: 9,715 shares; 2025Q3: 13,553 shares; 2025Q4: 12,785 shares; 2026Q1: 13,863 shares 13,863 $5.15M 0.63% +1,078 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,570 shares; 2025Q4: 138,070 shares; 2026Q1: 181,670 shares 181,670 $5.11M 0.62% +43,600 Timeline ACHC ACADIA HEALTHCARE COMPANY IN More: the full row for ACADIA HEALTHCARE COMPANY IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 214,550 shares 214,550 $5.02M 0.61% new 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: 5,087 shares; 2024Q4: 6,027 shares; 2025Q1: 16,169 shares; 2025Q2: 16,158 shares; 2025Q3: 16,506 shares; 2025Q4: 16,558 shares; 2026Q1: 16,501 shares 16,501 $4.99M 0.61% -57 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: 900 shares; 2024Q4: 1,949 shares; 2025Q1: 2,194 shares; 2025Q2: 11,288 shares; 2025Q3: 11,006 shares; 2025Q4: 5,976 shares; 2026Q1: 15,137 shares 15,137 $4.98M 0.61% +9,161 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: 1,705 shares; 2024Q4: 1,759 shares; 2025Q1: 1,800 shares; 2025Q2: 1,801 shares; 2025Q3: 1,801 shares; 2025Q4: 1,802 shares; 2026Q1: 23,516 shares 23,516 $4.94M 0.6% +21,714 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,217 shares; 2025Q4: 28,630 shares; 2026Q1: 53,294 shares 53,294 $4.89M 0.6% +24,664 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,742 shares 51,742 $4.74M 0.58% new 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: 9,429 shares; 2024Q4: 9,293 shares; 2025Q1: 1,586 shares; 2025Q2: 1,494 shares; 2025Q3: 1,404 shares; 2025Q4: 1,011 shares; 2026Q1: 17,405 shares 17,405 $4.71M 0.58% +16,394 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,995 shares 31,995 $4.63M 0.57% new Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 490,650 shares; 2025Q4: 623,850 shares; 2026Q1: 886,150 shares 886,150 $4.6M 0.56% +262,300 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 221,100 shares 221,100 $4.59M 0.56% new 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: 8,094 shares; 2024Q4: 8,228 shares; 2025Q1: 8,201 shares; 2025Q2: 8,116 shares; 2025Q3: 9,557 shares; 2025Q4: 9,407 shares; 2026Q1: 7,537 shares 7,537 $4.56M 0.56% -1,870 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,180 shares; 2025Q2: 52,665 shares; 2025Q3: 31,670 shares; 2025Q4: 30,860 shares; 2026Q1: 36,834 shares 36,834 $4.52M 0.55% +5,974 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,479 shares 48,479 $4.51M 0.55% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,144 shares; 2024Q4: 6,143 shares; 2025Q1: 6,293 shares; 2025Q2: 5,902 shares; 2025Q3: 33,066 shares; 2025Q4: 43,314 shares; 2026Q1: 49,589 shares 49,589 $4.44M 0.54% +6,275 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,382 shares; 2025Q4: 2,930 shares; 2026Q1: 16,629 shares 16,629 $4.44M 0.54% +13,699 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,947 shares; 2025Q4: 4,531 shares; 2026Q1: 92,701 shares 92,701 $4.42M 0.54% +88,170 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: 4,669 shares; 2024Q4: 6,877 shares; 2025Q1: 7,652 shares; 2025Q2: 7,806 shares; 2025Q3: 30,617 shares; 2025Q4: 34,671 shares; 2026Q1: 21,339 shares 21,339 $4.42M 0.54% -13,332 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: 10,253 shares; 2024Q4: 31,962 shares; 2025Q1: 11,636 shares; 2025Q2: 12,317 shares; 2025Q3: 12,289 shares; 2025Q4: 13,910 shares; 2026Q1: 13,723 shares 13,723 $4.4M 0.54% -187 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: 43,944 shares; 2024Q4: 36,526 shares; 2025Q1: 48,124 shares; 2025Q2: 46,841 shares; 2025Q3: 58,464 shares; 2025Q4: 59,071 shares; 2026Q1: 25,701 shares 25,701 $4.36M 0.53% -33,370 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,891 shares; 2024Q4: 40,120 shares; 2025Q1: 43,885 shares; 2025Q2: 44,849 shares; 2025Q3: 48,421 shares; 2025Q4: 44,750 shares; 2026Q1: 90,552 shares 90,552 $4.35M 0.53% +45,802 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: not reported; 2024Q4: 5,995 shares; 2025Q1: 5,890 shares; 2025Q2: 5,840 shares; 2025Q3: 6,076 shares; 2025Q4: 50,787 shares; 2026Q1: 85,244 shares 85,244 $4.28M 0.52% +34,457 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,442 shares; 2024Q4: 59,247 shares; 2025Q1: 59,414 shares; 2025Q2: 58,813 shares; 2025Q3: 35,660 shares; 2025Q4: 35,569 shares; 2026Q1: 46,087 shares 46,087 $4.19M 0.51% +10,518 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,439 shares; 2026Q1: 23,136 shares 23,136 $4.01M 0.49% +10,697 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,023 shares 8,023 $3.98M 0.49% new 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: 26,250 shares; 2024Q4: 21,437 shares; 2025Q1: 26,018 shares; 2025Q2: 25,039 shares; 2025Q3: 33,482 shares; 2025Q4: 12,806 shares; 2026Q1: 25,314 shares 25,314 $3.93M 0.48% +12,508 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,096 shares; 2025Q2: 6,917 shares; 2025Q3: 5,944 shares; 2025Q4: 5,815 shares; 2026Q1: 9,046 shares 9,046 $3.91M 0.48% +3,231 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,310 shares; 2024Q4: 28,889 shares; 2025Q1: 26,763 shares; 2025Q2: 26,831 shares; 2025Q3: 14,503 shares; 2025Q4: 14,536 shares; 2026Q1: 16,773 shares 16,773 $3.87M 0.47% +2,237 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: 55,660 shares; 2024Q4: 55,202 shares; 2025Q1: 62,988 shares; 2025Q2: 63,085 shares; 2025Q3: 62,587 shares; 2025Q4: 63,656 shares; 2026Q1: 70,439 shares 70,439 $3.81M 0.47% +6,783 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,206 shares 47,206 $3.78M 0.46% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,498 shares; 2025Q1: 6,166 shares; 2025Q2: 6,142 shares; 2025Q3: 4,986 shares; 2025Q4: 4,965 shares; 2026Q1: 3,878 shares 3,878 $3.73M 0.46% -1,087 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: 2,786 shares; 2024Q4: 7,681 shares; 2025Q1: 49,604 shares; 2025Q2: 47,409 shares; 2025Q3: 56,579 shares; 2025Q4: 56,051 shares; 2026Q1: 30,220 shares 30,220 $3.64M 0.44% -25,831 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,797 shares; 2026Q1: 139,208 shares 139,208 $3.56M 0.43% +128,411 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 90,370 shares; 2025Q1: 84,489 shares; 2025Q2: 77,906 shares; 2025Q3: 69,902 shares; 2025Q4: 66,933 shares; 2026Q1: 69,935 shares 69,935 $3.52M 0.43% +3,002 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: 10,301 shares; 2024Q4: 10,342 shares; 2025Q1: 10,372 shares; 2025Q2: 10,332 shares; 2025Q3: 10,029 shares; 2025Q4: 9,829 shares; 2026Q1: 7,860 shares 7,860 $3.49M 0.43% -1,969 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,189 shares; 2025Q4: 11,189 shares; 2026Q1: 18,401 shares 18,401 $3.49M 0.43% +7,212 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,904 shares; 2025Q4: 256,970 shares; 2026Q1: 435,267 shares 435,267 $3.48M 0.43% +178,297 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,840 shares 35,840 $3.46M 0.42% new 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: 67,948 shares; 2024Q4: 68,355 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,390 shares 30,390 $3.45M 0.42% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: 903 shares; 2025Q1: 3,202 shares; 2025Q2: 8,998 shares; 2025Q3: 9,655 shares; 2025Q4: 8,256 shares; 2026Q1: 9,542 shares 9,542 $3.41M 0.42% +1,286 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 412 shares; 2025Q4: 419 shares; 2026Q1: 6,777 shares 6,777 $3.39M 0.41% +6,358 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: 4,541 shares; 2024Q4: 4,966 shares; 2025Q1: 1,141 shares; 2025Q2: 1,204 shares; 2025Q3: 13,355 shares; 2025Q4: 6,091 shares; 2026Q1: 18,136 shares 18,136 $3.39M 0.41% +12,045 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,476 shares 33,476 $3.36M 0.41% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,745 shares; 2025Q4: 31,696 shares; 2026Q1: 46,915 shares 46,915 $3.34M 0.41% +15,219 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: 19,818 shares; 2024Q4: 20,572 shares; 2025Q1: 24,281 shares; 2025Q2: 24,121 shares; 2025Q3: 29,324 shares; 2025Q4: 29,342 shares; 2026Q1: 25,689 shares 25,689 $3.31M 0.4% -3,653 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: 788 shares; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 798 shares; 2025Q3: 12,582 shares; 2025Q4: 9,264 shares; 2026Q1: 16,607 shares 16,607 $3.29M 0.4% +7,343 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: not reported; 2024Q4: not reported; 2025Q1: 9,181 shares; 2025Q2: 8,993 shares; 2025Q3: 34,300 shares; 2025Q4: 12,722 shares; 2026Q1: 45,736 shares 45,736 $3.29M 0.4% +33,014 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,594 shares 15,594 $3.23M 0.4% new 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: 42,196 shares; 2024Q4: 27,746 shares; 2025Q1: 20,558 shares; 2025Q2: 23,868 shares; 2025Q3: 27,273 shares; 2025Q4: 43,333 shares; 2026Q1: 43,564 shares 43,564 $3.21M 0.39% +231 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,898 shares 10,898 $3.17M 0.39% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,627 shares; 2024Q4: 97,859 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,754 shares 45,754 $3.11M 0.38% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,481 shares; 2024Q4: 105,762 shares; 2025Q1: 21,207 shares; 2025Q2: 21,190 shares; 2025Q3: 4,500 shares; 2025Q4: 4,508 shares; 2026Q1: 39,865 shares 39,865 $3.09M 0.38% +35,357 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,982 shares; 2025Q4: 5,121 shares; 2026Q1: 25,383 shares 25,383 $3.07M 0.38% +20,262 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,820 shares 4,820 $3.06M 0.37% new 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: 6,358 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,319 shares; 2025Q4: 14,279 shares; 2026Q1: 10,460 shares 10,460 $3.06M 0.37% -3,819 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,624 shares; 2024Q4: 145,971 shares; 2025Q1: 143,107 shares; 2025Q2: 143,943 shares; 2025Q3: 129,629 shares; 2025Q4: 94,236 shares; 2026Q1: 111,678 shares 111,678 $3.05M 0.37% +17,442 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,799 shares; 2025Q2: 49,049 shares; 2025Q3: 117,807 shares; 2025Q4: 117,843 shares; 2026Q1: 62,378 shares 62,378 $3.04M 0.37% -55,465 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,434 shares; 2024Q4: 57,704 shares; 2025Q1: 65,400 shares; 2025Q2: 64,077 shares; 2025Q3: 65,670 shares; 2025Q4: 65,280 shares; 2026Q1: 30,947 shares 30,947 $3.01M 0.37% -34,333 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 538 shares; 2025Q1: 351 shares; 2025Q2: 350 shares; 2025Q3: 378 shares; 2025Q4: 341 shares; 2026Q1: 1,733 shares 1,733 $3M 0.37% +1,392 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 323,200 shares; 2026Q1: 722,800 shares 722,800 $2.98M 0.36% +399,600 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: 13,825 shares; 2024Q4: 13,708 shares; 2025Q1: 13,439 shares; 2025Q2: 14,297 shares; 2025Q3: 13,045 shares; 2025Q4: 13,111 shares; 2026Q1: 13,555 shares 13,555 $2.92M 0.36% +444 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 240,270 shares; 2025Q4: 258,100 shares; 2026Q1: 216,000 shares 216,000 $2.87M 0.35% -42,100 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: 13,275 shares; 2024Q4: 13,344 shares; 2025Q1: 13,382 shares; 2025Q2: 13,353 shares; 2025Q3: 12,910 shares; 2025Q4: 12,700 shares; 2026Q1: 14,006 shares 14,006 $2.85M 0.35% +1,306 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 207,900 shares 207,900 $2.81M 0.34% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,340 shares; 2026Q1: 40,917 shares 40,917 $2.75M 0.34% +24,577 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: 1,826 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,706 shares; 2025Q3: 34,828 shares; 2025Q4: 34,803 shares; 2026Q1: 20,619 shares 20,619 $2.73M 0.33% -14,184 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,110 shares; 2025Q4: 31,170 shares; 2026Q1: 22,691 shares 22,691 $2.72M 0.33% -8,479 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 139,571 shares 139,571 $2.68M 0.33% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,498 shares; 2024Q4: 63,781 shares; 2025Q1: 63,561 shares; 2025Q2: 61,860 shares; 2025Q3: 66,752 shares; 2025Q4: 12,433 shares; 2026Q1: 59,124 shares 59,124 $2.67M 0.33% +46,691 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,366 shares 20,366 $2.67M 0.33% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,901 shares 11,901 $2.61M 0.32% new 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: 12,258 shares; 2024Q4: 12,258 shares; 2025Q1: 12,258 shares; 2025Q2: 12,258 shares; 2025Q3: 12,258 shares; 2025Q4: 12,258 shares; 2026Q1: 12,259 shares 12,259 $2.59M 0.32% +1 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,560 shares; 2026Q1: 19,440 shares 19,440 $2.55M 0.31% +880 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101,538 shares 101,538 $2.52M 0.31% new 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: 7,364 shares; 2024Q4: 7,771 shares; 2025Q1: 8,397 shares; 2025Q2: 8,519 shares; 2025Q3: 8,639 shares; 2025Q4: 8,670 shares; 2026Q1: 9,427 shares 9,427 $2.47M 0.3% +757 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: 27,695 shares; 2024Q4: 27,868 shares; 2025Q1: 27,963 shares; 2025Q2: 27,959 shares; 2025Q3: 27,375 shares; 2025Q4: 27,331 shares; 2026Q1: 18,843 shares 18,843 $2.47M 0.3% -8,488 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: 4,528 shares; 2024Q4: 4,528 shares; 2025Q1: 4,546 shares; 2025Q2: 4,546 shares; 2025Q3: 4,546 shares; 2025Q4: 4,546 shares; 2026Q1: 4,546 shares 4,546 $2.45M 0.3% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 138,201 shares 138,201 $2.43M 0.3% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,554 shares 23,554 $2.42M 0.3% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,229 shares; 2025Q2: 36,796 shares; 2025Q3: 37,392 shares; 2025Q4: 7,542 shares; 2026Q1: 23,496 shares 23,496 $2.41M 0.3% +15,954 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134,404 shares; 2025Q4: 51,352 shares; 2026Q1: 222,383 shares 222,383 $2.41M 0.29% +171,031 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: 24,724 shares; 2024Q4: 24,724 shares; 2025Q1: 25,035 shares; 2025Q2: 25,038 shares; 2025Q3: 25,041 shares; 2025Q4: 24,694 shares; 2026Q1: 24,697 shares 24,697 $2.23M 0.27% +3 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 4,942 shares; 2025Q1: 3,941 shares; 2025Q2: 3,654 shares; 2025Q3: 3,665 shares; 2025Q4: 3,680 shares; 2026Q1: 3,116 shares 3,116 $2.21M 0.27% -564 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,641 shares 28,641 $2.21M 0.27% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,657 shares; 2025Q4: not reported; 2026Q1: 10,923 shares 10,923 $2.15M 0.26% new Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 138,815 shares; 2025Q4: 109,241 shares; 2026Q1: 106,216 shares 106,216 $2.06M 0.25% -3,025 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,133 shares; 2024Q4: 161,555 shares; 2025Q1: 160,642 shares; 2025Q2: 117,883 shares; 2025Q3: 101,800 shares; 2025Q4: 101,800 shares; 2026Q1: 91,800 shares 91,800 $2.04M 0.25% -10,000 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,684 shares; 2024Q4: 20,961 shares; 2025Q1: 20,128 shares; 2025Q2: 19,445 shares; 2025Q3: 20,010 shares; 2025Q4: 20,091 shares; 2026Q1: 42,699 shares 42,699 $2M 0.25% +22,608 Timeline BLV 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: 33,390 shares; 2024Q4: 14,736 shares; 2025Q1: 15,798 shares; 2025Q2: 13,592 shares; 2025Q3: 13,994 shares; 2025Q4: 12,029 shares; 2026Q1: 25,875 shares 25,875 $1.78M 0.22% +13,846 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,062 shares; 2024Q4: 73,602 shares; 2025Q1: 72,614 shares; 2025Q2: 73,614 shares; 2025Q3: 65,281 shares; 2025Q4: 59,029 shares; 2026Q1: 57,786 shares 57,786 $1.75M 0.21% -1,243 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: 416 shares; 2024Q4: 724 shares; 2025Q1: 1,443 shares; 2025Q2: 1,519 shares; 2025Q3: 1,877 shares; 2025Q4: 1,979 shares; 2026Q1: 1,799 shares 1,799 $1.65M 0.2% -180 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,200 shares 17,200 $1.61M 0.2% new 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: 27,018 shares; 2024Q4: 27,018 shares; 2025Q1: 27,121 shares; 2025Q2: 27,066 shares; 2025Q3: 24,170 shares; 2025Q4: 24,395 shares; 2026Q1: 24,403 shares 24,403 $1.61M 0.2% +8 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 3,846 shares; 2025Q1: 9,411 shares; 2025Q2: 9,910 shares; 2025Q3: 8,794 shares; 2025Q4: 8,568 shares; 2026Q1: 7,881 shares 7,881 $1.6M 0.2% -687 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98,050 shares 98,050 $1.6M 0.2% new Timeline ICVT 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: 15,016 shares; 2024Q4: 15,016 shares; 2025Q1: 15,016 shares; 2025Q2: 15,016 shares; 2025Q3: 15,016 shares; 2025Q4: 15,016 shares; 2026Q1: 15,010 shares 15,010 $1.53M 0.19% -6 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: 2,650 shares; 2024Q4: 3,209 shares; 2025Q1: 3,264 shares; 2025Q2: 3,264 shares; 2025Q3: 3,264 shares; 2025Q4: 3,122 shares; 2026Q1: 6,619 shares 6,619 $1.52M 0.19% +3,497 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,800 shares 26,800 $1.5M 0.18% new 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: 1,188 shares; 2024Q4: 2,003 shares; 2025Q1: 2,057 shares; 2025Q2: 2,157 shares; 2025Q3: 2,571 shares; 2025Q4: 3,604 shares; 2026Q1: 3,431 shares 3,431 $1.48M 0.18% -173 Timeline HDV 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: 8,280 shares; 2024Q4: 8,280 shares; 2025Q1: 8,280 shares; 2025Q2: 8,139 shares; 2025Q3: 8,118 shares; 2025Q4: 8,114 shares; 2026Q1: 10,505 shares 10,505 $1.43M 0.17% +2,391 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: 3,315 shares; 2024Q4: 3,315 shares; 2025Q1: 3,315 shares; 2025Q2: 3,313 shares; 2025Q3: 3,313 shares; 2025Q4: 3,313 shares; 2026Q1: 12,968 shares 12,968 $1.42M 0.17% +9,655 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: not reported; 2024Q4: 5,501 shares; 2025Q1: 6,233 shares; 2025Q2: 6,603 shares; 2025Q3: 21,696 shares; 2025Q4: 15,433 shares; 2026Q1: 9,719 shares 9,719 $1.42M 0.17% -5,714 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: 5,792 shares; 2024Q4: 5,829 shares; 2025Q1: 5,607 shares; 2025Q2: 5,581 shares; 2025Q3: 5,906 shares; 2025Q4: 5,970 shares; 2026Q1: 4,523 shares 4,523 $1.37M 0.17% -1,447 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,719 shares 6,719 $1.33M 0.16% new 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: 3,991 shares; 2024Q4: 8,894 shares; 2025Q1: 8,124 shares; 2025Q2: 8,334 shares; 2025Q3: 6,732 shares; 2025Q4: 6,925 shares; 2026Q1: 8,114 shares 8,114 $1.3M 0.16% +1,189 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: 4,012 shares; 2024Q4: 4,300 shares; 2025Q1: 4,350 shares; 2025Q2: 4,487 shares; 2025Q3: 4,462 shares; 2025Q4: 4,462 shares; 2026Q1: 4,532 shares 4,532 $1.3M 0.16% +70 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,604 shares; 2025Q2: 3,536 shares; 2025Q3: 4,102 shares; 2025Q4: 1,234 shares; 2026Q1: 4,471 shares 4,471 $1.27M 0.16% +3,237 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,784 shares; 2025Q1: 47,882 shares; 2025Q2: 48,509 shares; 2025Q3: 43,098 shares; 2025Q4: 42,961 shares; 2026Q1: 5,932 shares 5,932 $1.27M 0.15% -37,029 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,853 shares; 2024Q4: 15,562 shares; 2025Q1: 12,921 shares; 2025Q2: 11,387 shares; 2025Q3: 12,855 shares; 2025Q4: 13,156 shares; 2026Q1: 10,622 shares 10,622 $1.23M 0.15% -2,534 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: 5,868 shares; 2024Q4: 5,868 shares; 2025Q1: 5,868 shares; 2025Q2: 7,102 shares; 2025Q3: 8,427 shares; 2025Q4: 8,152 shares; 2026Q1: 5,656 shares 5,656 $1.19M 0.15% -2,496 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: not reported; 2024Q4: 40,336 shares; 2025Q1: 27,880 shares; 2025Q2: 19,474 shares; 2025Q3: 13,032 shares; 2025Q4: 9,598 shares; 2026Q1: 10,933 shares 10,933 $1.16M 0.14% +1,335 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: not reported; 2024Q4: not reported; 2025Q1: 9,257 shares; 2025Q2: 9,389 shares; 2025Q3: 9,250 shares; 2025Q4: 9,395 shares; 2026Q1: 11,694 shares 11,694 $1.1M 0.13% +2,299 Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,512 shares 60,512 $1.09M 0.13% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,358 shares; 2024Q4: 12,983 shares; 2025Q1: 14,701 shares; 2025Q2: 14,597 shares; 2025Q3: 16,266 shares; 2025Q4: 16,289 shares; 2026Q1: 2,998 shares 2,998 $1.05M 0.13% -13,291 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: 35,828 shares; 2024Q4: 36,037 shares; 2025Q1: 6,384 shares; 2025Q2: 5,468 shares; 2025Q3: 5,462 shares; 2025Q4: 5,462 shares; 2026Q1: 5,463 shares 5,463 $1.05M 0.13% +1 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: 3,863 shares; 2024Q4: 4,505 shares; 2025Q1: 6,635 shares; 2025Q2: 4,191 shares; 2025Q3: 4,147 shares; 2025Q4: 4,349 shares; 2026Q1: 5,097 shares 5,097 $1.01M 0.12% +748 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: not reported; 2024Q4: not reported; 2025Q1: 19,655 shares; 2025Q2: 20,019 shares; 2025Q3: 20,817 shares; 2025Q4: 21,152 shares; 2026Q1: 20,674 shares 20,674 $1.01M 0.12% -478 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: 8,391 shares; 2024Q4: not reported; 2025Q1: 8,473 shares; 2025Q2: 8,344 shares; 2025Q3: 28,382 shares; 2025Q4: 63,763 shares; 2026Q1: 27,417 shares 27,417 $1.01M 0.12% -36,346 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 3,776 shares; 2025Q1: 2,748 shares; 2025Q2: 2,787 shares; 2025Q3: 3,809 shares; 2025Q4: 3,268 shares; 2026Q1: 4,969 shares 4,969 $985K 0.12% +1,701 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,067 shares 5,067 $972K 0.12% new 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: not reported; 2024Q4: 14,255 shares; 2025Q1: 19,755 shares; 2025Q2: 33,040 shares; 2025Q3: 17,945 shares; 2025Q4: 17,945 shares; 2026Q1: 21,943 shares 21,943 $968K 0.12% +3,998 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: 7,468 shares; 2024Q4: 7,718 shares; 2025Q1: 7,718 shares; 2025Q2: 7,718 shares; 2025Q3: 7,727 shares; 2025Q4: 7,739 shares; 2026Q1: 7,779 shares 7,779 $967K 0.12% +40 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,266 shares 6,266 $942K 0.12% new Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,723 shares; 2025Q2: 5,098 shares; 2025Q3: 8,669 shares; 2025Q4: 2,716 shares; 2026Q1: 9,462 shares 9,462 $935K 0.11% +6,746 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: 1,542 shares; 2024Q4: 1,593 shares; 2025Q1: 585 shares; 2025Q2: 638 shares; 2025Q3: 603 shares; 2025Q4: 5,866 shares; 2026Q1: 9,425 shares 9,425 $906K 0.11% +3,559 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,123 shares; 2025Q1: 6,069 shares; 2025Q2: 6,070 shares; 2025Q3: 6,075 shares; 2025Q4: 6,078 shares; 2026Q1: 11,122 shares 11,122 $885K 0.11% +5,044 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: not reported; 2024Q4: not reported; 2025Q1: 1,891 shares; 2025Q2: 1,845 shares; 2025Q3: 2,430 shares; 2025Q4: 2,466 shares; 2026Q1: 2,662 shares 2,662 $868K 0.11% +196 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,732 shares 1,732 $840K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: 5,188 shares; 2025Q2: 5,246 shares; 2025Q3: 5,529 shares; 2025Q4: 5,595 shares; 2026Q1: 5,161 shares 5,161 $824K 0.1% -434 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: 1,201 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: 1,316 shares; 2026Q1: 1,316 shares 1,316 $812K 0.1% 0 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: 8,331 shares; 2024Q4: 8,331 shares; 2025Q1: 8,331 shares; 2025Q2: 8,331 shares; 2025Q3: 8,331 shares; 2025Q4: 8,331 shares; 2026Q1: 8,331 shares 8,331 $809K 0.1% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,627 shares; 2025Q1: 6,085 shares; 2025Q2: 5,062 shares; 2025Q3: 5,885 shares; 2025Q4: 5,843 shares; 2026Q1: 6,392 shares 6,392 $794K 0.1% +549 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: 5,420 shares; 2024Q4: 5,532 shares; 2025Q1: 3,529 shares; 2025Q2: 3,637 shares; 2025Q3: 4,083 shares; 2025Q4: 3,914 shares; 2026Q1: 3,407 shares 3,407 $770K 0.09% -507 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,114 shares; 2025Q2: 4,708 shares; 2025Q3: 5,647 shares; 2025Q4: 5,708 shares; 2026Q1: 4,273 shares 4,273 $769K 0.09% -1,435 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: not reported; 2024Q4: not reported; 2025Q1: 8,373 shares; 2025Q2: 9,513 shares; 2025Q3: 7,208 shares; 2025Q4: 7,258 shares; 2026Q1: 6,016 shares 6,016 $760K 0.09% -1,242 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: 7,162 shares; 2024Q4: 7,238 shares; 2025Q1: 6,211 shares; 2025Q2: 6,547 shares; 2025Q3: 7,644 shares; 2025Q4: 7,760 shares; 2026Q1: 6,647 shares 6,647 $741K 0.09% -1,113 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,493 shares; 2025Q2: 7,264 shares; 2025Q3: 6,216 shares; 2025Q4: 6,264 shares; 2026Q1: 2,942 shares 2,942 $737K 0.09% -3,322 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,904 shares 6,904 $722K 0.09% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,827 shares; 2025Q1: 4,827 shares; 2025Q2: 5,117 shares; 2025Q3: 5,603 shares; 2025Q4: 7,100 shares; 2026Q1: 6,605 shares 6,605 $720K 0.09% -495 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: 12,393 shares; 2024Q4: 13,011 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,138 shares; 2025Q4: 4,810 shares; 2026Q1: 7,461 shares 7,461 $719K 0.09% +2,651 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: 1,997 shares; 2024Q4: 1,997 shares; 2025Q1: 1,997 shares; 2025Q2: 1,997 shares; 2025Q3: 1,980 shares; 2025Q4: 2,058 shares; 2026Q1: 2,003 shares 2,003 $714K 0.09% -55 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,405 shares; 2025Q3: 16,476 shares; 2025Q4: 16,694 shares; 2026Q1: 9,641 shares 9,641 $708K 0.09% -7,053 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,850 shares; 2026Q1: 18,850 shares 18,850 $694K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,805 shares; 2025Q4: 3,865 shares; 2026Q1: 4,217 shares 4,217 $666K 0.08% +352 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 781 shares 781 $661K 0.08% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,351 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,790 shares; 2025Q4: 4,868 shares; 2026Q1: 5,182 shares 5,182 $654K 0.08% +314 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: 2,320 shares; 2024Q4: 2,292 shares; 2025Q1: 2,097 shares; 2025Q2: 2,123 shares; 2025Q3: 3,269 shares; 2025Q4: 3,251 shares; 2026Q1: 1,463 shares 1,463 $653K 0.08% -1,788 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: 21,431 shares; 2024Q4: 22,255 shares; 2025Q1: 22,255 shares; 2025Q2: 22,255 shares; 2025Q3: 22,258 shares; 2025Q4: 19,342 shares; 2026Q1: 22,466 shares 22,466 $651K 0.08% +3,124 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 659 shares; 2025Q2: 668 shares; 2025Q3: 779 shares; 2025Q4: 788 shares; 2026Q1: 588 shares 588 $641K 0.08% -200 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,123 shares 2,123 $639K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,760 shares; 2025Q4: 2,800 shares; 2026Q1: 1,983 shares 1,983 $631K 0.08% -817 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,201 shares 15,201 $629K 0.08% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,736 shares; 2025Q2: 3,691 shares; 2025Q3: 4,263 shares; 2025Q4: 4,327 shares; 2026Q1: 2,930 shares 2,930 $628K 0.08% -1,397 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 2,378 shares; 2025Q1: 2,378 shares; 2025Q2: 2,378 shares; 2025Q3: 2,378 shares; 2025Q4: 2,378 shares; 2026Q1: 2,485 shares 2,485 $616K 0.08% +107 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,009 shares; 2025Q4: 5,058 shares; 2026Q1: 5,231 shares 5,231 $596K 0.07% +173 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: 15,017 shares; 2024Q4: 15,082 shares; 2025Q1: 15,308 shares; 2025Q2: 15,472 shares; 2025Q3: 19,153 shares; 2025Q4: 19,135 shares; 2026Q1: 1,737 shares 1,737 $594K 0.07% -17,398 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 799 shares 799 $582K 0.07% new 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: 21,775 shares; 2024Q4: 19,430 shares; 2025Q1: 21,911 shares; 2025Q2: 21,701 shares; 2025Q3: 21,813 shares; 2025Q4: 21,902 shares; 2026Q1: 2,369 shares 2,369 $579K 0.07% -19,533 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,686 shares; 2026Q1: 2,118 shares 2,118 $574K 0.07% +432 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 422 shares; 2025Q4: not reported; 2026Q1: 487 shares 487 $564K 0.07% new Timeline SCHG 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: 3,600 shares; 2024Q4: 14,400 shares; 2025Q1: 17,936 shares; 2025Q2: 17,936 shares; 2025Q3: 18,539 shares; 2025Q4: 18,539 shares; 2026Q1: 18,540 shares 18,540 $540K 0.07% +1 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,935 shares; 2025Q1: 9,107 shares; 2025Q2: 8,109 shares; 2025Q3: 9,326 shares; 2025Q4: 12,489 shares; 2026Q1: 11,760 shares 11,760 $527K 0.06% -729 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,317 shares; 2025Q2: 5,502 shares; 2025Q3: 5,342 shares; 2025Q4: 1,861 shares; 2026Q1: 6,297 shares 6,297 $521K 0.06% +4,436 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: 5,405 shares; 2024Q4: 7,350 shares; 2025Q1: 8,013 shares; 2025Q2: 7,779 shares; 2025Q3: 7,571 shares; 2025Q4: 7,602 shares; 2026Q1: 7,602 shares 7,602 $513K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,728 shares; 2025Q4: 7,508 shares; 2026Q1: 7,458 shares 7,458 $508K 0.06% -50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 574 shares; 2026Q1: 579 shares 579 $505K 0.06% +5 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,071 shares; 2025Q1: 1,071 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 1,071 shares; 2026Q1: 1,090 shares 1,090 $465K 0.06% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,355 shares 3,355 $456K 0.06% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,074 shares 4,074 $450K 0.06% new 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: 14,965 shares; 2024Q4: 14,997 shares; 2025Q1: 16,767 shares; 2025Q2: 17,088 shares; 2025Q3: 11,075 shares; 2025Q4: 11,100 shares; 2026Q1: 4,837 shares 4,837 $449K 0.05% -6,263 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: 1,432 shares; 2024Q4: 1,536 shares; 2025Q1: 1,895 shares; 2025Q2: 1,896 shares; 2025Q3: 1,896 shares; 2025Q4: 1,896 shares; 2026Q1: 2,041 shares 2,041 $444K 0.05% +145 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: not reported; 2024Q4: 651 shares; 2025Q1: 861 shares; 2025Q2: 861 shares; 2025Q3: 862 shares; 2025Q4: 864 shares; 2026Q1: 767 shares 767 $443K 0.05% -97 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,945 shares; 2025Q4: not reported; 2026Q1: 8,000 shares 8,000 $437K 0.05% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,450 shares; 2025Q4: 4,450 shares; 2026Q1: 4,450 shares 4,450 $433K 0.05% 0 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: 105,361 shares; 2024Q4: 99,957 shares; 2025Q1: 103,366 shares; 2025Q2: 104,572 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,961 shares 3,961 $429K 0.05% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,662 shares 1,662 $423K 0.05% new 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: 1,505 shares; 2024Q4: 1,505 shares; 2025Q1: 1,691 shares; 2025Q2: 1,691 shares; 2025Q3: 12,144 shares; 2025Q4: 12,080 shares; 2026Q1: 1,720 shares 1,720 $417K 0.05% -10,360 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,739 shares; 2026Q1: 12,713 shares 12,713 $402K 0.05% +2,974 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: 49,966 shares; 2024Q4: 50,602 shares; 2025Q1: 50,759 shares; 2025Q2: 50,606 shares; 2025Q3: 43,843 shares; 2025Q4: 43,701 shares; 2026Q1: 3,036 shares 3,036 $398K 0.05% -40,665 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: 6,904 shares; 2024Q4: 6,904 shares; 2025Q1: 6,904 shares; 2025Q2: 6,904 shares; 2025Q3: 6,904 shares; 2025Q4: 6,924 shares; 2026Q1: 6,924 shares 6,924 $390K 0.05% 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: 68,476 shares; 2024Q4: 67,253 shares; 2025Q1: 9,233 shares; 2025Q2: 6,402 shares; 2025Q3: 6,468 shares; 2025Q4: 6,310 shares; 2026Q1: 6,301 shares 6,301 $382K 0.05% -9 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $371K 0.05% new Timeline IGSB 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: 8,995 shares; 2024Q4: 8,998 shares; 2025Q1: 9,499 shares; 2025Q2: 9,589 shares; 2025Q3: 7,597 shares; 2025Q4: 7,149 shares; 2026Q1: 6,784 shares 6,784 $357K 0.04% -365 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,001 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,653 shares 18,653 $350K 0.04% new Timeline JAGU JAGUAR URANIUM CORP More: the full row for JAGUAR URANIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126,000 shares 126,000 $346K 0.04% new Timeline VT 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: 3,265 shares; 2024Q4: 3,265 shares; 2025Q1: 3,265 shares; 2025Q2: 2,418 shares; 2025Q3: 2,418 shares; 2025Q4: 2,427 shares; 2026Q1: 2,429 shares 2,429 $336K 0.04% +2 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,805 shares 10,805 $330K 0.04% new Timeline FEAM 5E ADVANCED MATERIALS INC More: the full row for 5E ADVANCED MATERIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225,000 shares; 2025Q4: 225,000 shares; 2026Q1: 225,000 shares 225,000 $315K 0.04% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,743 shares 3,743 $313K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares 5,300 $310K 0.04% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 1,148 shares; 2025Q1: 1,140 shares; 2025Q2: 1,118 shares; 2025Q3: 1,257 shares; 2025Q4: 1,248 shares; 2026Q1: 1,272 shares 1,272 $308K 0.04% +24 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: not reported; 2024Q4: not reported; 2025Q1: 7,502 shares; 2025Q2: 7,502 shares; 2025Q3: 7,502 shares; 2025Q4: 7,502 shares; 2026Q1: 7,502 shares 7,502 $308K 0.04% 0 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,243 shares; 2024Q4: 11,912 shares; 2025Q1: 12,362 shares; 2025Q2: 9,319 shares; 2025Q3: 10,755 shares; 2025Q4: 9,050 shares; 2026Q1: 8,693 shares 8,693 $307K 0.04% -357 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 953 shares; 2025Q3: 953 shares; 2025Q4: 1,076 shares; 2026Q1: 1,076 shares 1,076 $305K 0.04% 0 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,438 shares 1,438 $304K 0.04% new Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,176 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,640 shares 9,640 $301K 0.04% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,051 shares; 2025Q1: 6,033 shares; 2025Q2: 6,033 shares; 2025Q3: 6,033 shares; 2025Q4: 5,191 shares; 2026Q1: 5,191 shares 5,191 $288K 0.04% 0 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,971 shares 5,971 $275K 0.03% new Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,778 shares; 2024Q4: 6,806 shares; 2025Q1: 7,112 shares; 2025Q2: 6,877 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,396 shares 3,396 $274K 0.03% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,431 shares; 2025Q2: 11,031 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,681 shares 14,681 $274K 0.03% new Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,543 shares; 2024Q4: 17,441 shares; 2025Q1: 18,070 shares; 2025Q2: 11,974 shares; 2025Q3: 16,413 shares; 2025Q4: 16,431 shares; 2026Q1: 10,995 shares 10,995 $272K 0.03% -5,436 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,023 shares; 2025Q1: not reported; 2025Q2: 2,893 shares; 2025Q3: 2,859 shares; 2025Q4: 2,778 shares; 2026Q1: 2,723 shares 2,723 $270K 0.03% -55 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,423 shares; 2024Q4: 4,742 shares; 2025Q1: 4,989 shares; 2025Q2: 4,886 shares; 2025Q3: 3,469 shares; 2025Q4: 3,430 shares; 2026Q1: 3,481 shares 3,481 $268K 0.03% +51 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,215 shares; 2025Q4: 1,214 shares; 2026Q1: 1,034 shares 1,034 $267K 0.03% -180 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: not reported; 2024Q4: not reported; 2025Q1: 6,553 shares; 2025Q2: 6,297 shares; 2025Q3: 5,403 shares; 2025Q4: 5,393 shares; 2026Q1: 202 shares 202 $267K 0.03% -5,191 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: not reported; 2024Q4: 96,737 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,833 shares 6,833 $266K 0.03% new 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: 32,326 shares; 2024Q4: 32,610 shares; 2025Q1: 24,840 shares; 2025Q2: 27,345 shares; 2025Q3: not reported; 2025Q4: 4,494 shares; 2026Q1: 4,320 shares 4,320 $264K 0.03% -174 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,236 shares 10,236 $260K 0.03% new 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: 2,430 shares; 2024Q4: 2,430 shares; 2025Q1: 2,430 shares; 2025Q2: 2,430 shares; 2025Q3: 2,425 shares; 2025Q4: 2,295 shares; 2026Q1: 2,633 shares 2,633 $257K 0.03% +338 Timeline LIVN LIVANOVA PLC More: the full row for LIVANOVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,043 shares 4,043 $257K 0.03% new Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,009 shares 12,009 $257K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,615 shares; 2025Q4: 2,618 shares; 2026Q1: 3,724 shares 3,724 $257K 0.03% +1,106 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,994 shares; 2024Q4: 7,485 shares; 2025Q1: 8,005 shares; 2025Q2: 11,845 shares; 2025Q3: 11,972 shares; 2025Q4: not reported; 2026Q1: 13,066 shares 13,066 $256K 0.03% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 738 shares; 2026Q1: 757 shares 757 $256K 0.03% +19 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,713 shares 7,713 $255K 0.03% new Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,025 shares; 2025Q3: 15,468 shares; 2025Q4: not reported; 2026Q1: 11,878 shares 11,878 $255K 0.03% new Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,978 shares 5,978 $255K 0.03% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,791 shares; 2024Q4: 6,865 shares; 2025Q1: 6,893 shares; 2025Q2: 6,868 shares; 2025Q3: 6,287 shares; 2025Q4: 6,283 shares; 2026Q1: 372 shares 372 $254K 0.03% -5,911 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,700 shares; 2025Q4: not reported; 2026Q1: 10,519 shares 10,519 $254K 0.03% new Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,248 shares 4,248 $252K 0.03% new Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,275 shares 13,275 $250K 0.03% new Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 2,409 shares; 2025Q1: 2,561 shares; 2025Q2: 2,621 shares; 2025Q3: 2,709 shares; 2025Q4: not reported; 2026Q1: 2,653 shares 2,653 $248K 0.03% new 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: not reported; 2024Q4: 24,579 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,610 shares; 2026Q1: 2,612 shares 2,612 $244K 0.03% +2 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: 3,120 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares 1,560 $243K 0.03% 0 Timeline CPST CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,899 shares; 2025Q1: 9,899 shares; 2025Q2: 8,888 shares; 2025Q3: 8,888 shares; 2025Q4: 8,888 shares; 2026Q1: 8,888 shares 8,888 $240K 0.03% 0 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,432 shares; 2025Q4: 9,446 shares; 2026Q1: 5,925 shares 5,925 $239K 0.03% -3,521 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: not reported; 2024Q4: not reported; 2025Q1: 7,387 shares; 2025Q2: 7,231 shares; 2025Q3: 7,231 shares; 2025Q4: not reported; 2026Q1: 7,069 shares 7,069 $237K 0.03% new 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: 97,136 shares; 2024Q4: not reported; 2025Q1: 66,467 shares; 2025Q2: 62,335 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,600 shares 4,600 $236K 0.03% new Timeline MGK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 601 shares; 2025Q4: 643 shares; 2026Q1: 643 shares 643 $236K 0.03% 0 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,005 shares; 2025Q3: 3,793 shares; 2025Q4: 3,796 shares; 2026Q1: 3,321 shares 3,321 $230K 0.03% -475 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares; 2026Q1: 1,920 shares 1,920 $229K 0.03% 0 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: 466 shares; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: not reported; 2025Q3: 471 shares; 2025Q4: 471 shares; 2026Q1: 465 shares 465 $229K 0.03% -6 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,203 shares; 2024Q4: 8,667 shares; 2025Q1: 9,053 shares; 2025Q2: 7,619 shares; 2025Q3: 7,121 shares; 2025Q4: 7,132 shares; 2026Q1: 3,991 shares 3,991 $227K 0.03% -3,141 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,573 shares; 2025Q3: 1,566 shares; 2025Q4: not reported; 2026Q1: 1,575 shares 1,575 $225K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,202 shares; 2025Q3: 3,220 shares; 2025Q4: 3,220 shares; 2026Q1: 3,202 shares 3,202 $225K 0.03% -18 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,641 shares; 2025Q4: 8,617 shares; 2026Q1: 6,571 shares 6,571 $224K 0.03% -2,046 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,424 shares; 2025Q3: 1,898 shares; 2025Q4: 1,891 shares; 2026Q1: 1,725 shares 1,725 $224K 0.03% -166 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,231 shares; 2025Q1: not reported; 2025Q2: 5,231 shares; 2025Q3: 5,231 shares; 2025Q4: 5,231 shares; 2026Q1: 5,231 shares 5,231 $223K 0.03% 0 Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,627 shares; 2024Q4: 15,671 shares; 2025Q1: 14,984 shares; 2025Q2: 11,110 shares; 2025Q3: 11,978 shares; 2025Q4: 11,381 shares; 2026Q1: 9,654 shares 9,654 $223K 0.03% -1,727 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,588 shares 5,588 $222K 0.03% new Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,741 shares; 2025Q3: 1,775 shares; 2025Q4: 1,764 shares; 2026Q1: 1,929 shares 1,929 $222K 0.03% +165 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 4,276 shares; 2025Q1: 4,463 shares; 2025Q2: 3,710 shares; 2025Q3: 3,178 shares; 2025Q4: 3,184 shares; 2026Q1: 1,998 shares 1,998 $221K 0.03% -1,186 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,648 shares; 2025Q4: 12,606 shares; 2026Q1: 8,051 shares 8,051 $221K 0.03% -4,555 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,295 shares; 2025Q4: 2,299 shares; 2026Q1: 2,081 shares 2,081 $221K 0.03% -218 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,853 shares; 2025Q4: 11,823 shares; 2026Q1: 9,462 shares 9,462 $220K 0.03% -2,361 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,350 shares; 2025Q3: 12,480 shares; 2025Q4: 12,497 shares; 2026Q1: 10,912 shares 10,912 $220K 0.03% -1,585 Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,122 shares; 2025Q4: 5,127 shares; 2026Q1: 5,622 shares 5,622 $220K 0.03% +495 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: 2,620 shares; 2024Q4: 2,770 shares; 2025Q1: 2,885 shares; 2025Q2: not reported; 2025Q3: 1,516 shares; 2025Q4: 1,521 shares; 2026Q1: 1,719 shares 1,719 $220K 0.03% +198 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,026 shares; 2025Q3: 1,791 shares; 2025Q4: not reported; 2026Q1: 2,028 shares 2,028 $219K 0.03% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,024 shares; 2025Q3: 613 shares; 2025Q4: not reported; 2026Q1: 538 shares 538 $219K 0.03% new Timeline ACEL ACCEL ENTERTAINMENT INC More: the full row for ACCEL ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,577 shares; 2024Q4: 17,738 shares; 2025Q1: 18,699 shares; 2025Q2: 17,051 shares; 2025Q3: 19,393 shares; 2025Q4: 18,838 shares; 2026Q1: 20,070 shares 20,070 $219K 0.03% +1,232 Timeline CTS CTS CORP More: the full row for CTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,460 shares; 2025Q4: 5,441 shares; 2026Q1: 4,583 shares 4,583 $219K 0.03% -858 Timeline NBN NORTHEAST BK PORTLAND ME More: the full row for NORTHEAST BK PORTLAND ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,168 shares; 2024Q4: 3,311 shares; 2025Q1: 3,412 shares; 2025Q2: 2,275 shares; 2025Q3: 2,127 shares; 2025Q4: 2,116 shares; 2026Q1: 1,947 shares 1,947 $219K 0.03% -169 Timeline CSV CARRIAGE SVCS INC More: the full row for CARRIAGE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,201 shares; 2025Q1: 6,456 shares; 2025Q2: 4,490 shares; 2025Q3: 4,779 shares; 2025Q4: not reported; 2026Q1: 4,779 shares 4,779 $218K 0.03% new Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,553 shares; 2024Q4: 2,703 shares; 2025Q1: 2,829 shares; 2025Q2: not reported; 2025Q3: 2,139 shares; 2025Q4: 2,058 shares; 2026Q1: 2,376 shares 2,376 $218K 0.03% +318 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,193 shares; 2025Q2: not reported; 2025Q3: 7,625 shares; 2025Q4: 7,300 shares; 2026Q1: 8,093 shares 8,093 $218K 0.03% +793 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,862 shares 2,862 $218K 0.03% new Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,694 shares; 2025Q4: not reported; 2026Q1: 2,428 shares 2,428 $218K 0.03% new Timeline UNTY UNITY BANCORP INC More: the full row for UNITY BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,314 shares; 2025Q3: 4,440 shares; 2025Q4: 4,449 shares; 2026Q1: 4,196 shares 4,196 $217K 0.03% -253 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,011 shares; 2025Q4: 1,015 shares; 2026Q1: 1,342 shares 1,342 $217K 0.03% +327 Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,970 shares; 2025Q3: 4,849 shares; 2025Q4: 4,837 shares; 2026Q1: 4,569 shares 4,569 $217K 0.03% -268 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,871 shares; 2025Q3: 2,913 shares; 2025Q4: 2,918 shares; 2026Q1: 2,783 shares 2,783 $217K 0.03% -135 Timeline STGW STAGWELL INC More: the full row for STAGWELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,468 shares; 2025Q4: 38,152 shares; 2026Q1: 34,500 shares 34,500 $217K 0.03% -3,652 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,352 shares; 2025Q4: not reported; 2026Q1: 3,844 shares 3,844 $217K 0.03% new Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,301 shares; 2025Q3: 3,447 shares; 2025Q4: 3,458 shares; 2026Q1: 3,412 shares 3,412 $217K 0.03% -46 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 3,325 shares; 2025Q1: 3,489 shares; 2025Q2: 3,467 shares; 2025Q3: 2,827 shares; 2025Q4: 2,811 shares; 2026Q1: 2,539 shares 2,539 $217K 0.03% -272 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 2,083 shares; 2025Q1: 2,192 shares; 2025Q2: 2,490 shares; 2025Q3: 3,263 shares; 2025Q4: not reported; 2026Q1: 1,322 shares 1,322 $217K 0.03% new Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,975 shares; 2025Q4: 3,986 shares; 2026Q1: 3,278 shares 3,278 $217K 0.03% -708 Timeline ATLC ATLANTICUS HOLDINGS CORP More: the full row for ATLANTICUS HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,208 shares; 2025Q1: 4,390 shares; 2025Q2: 3,858 shares; 2025Q3: 3,729 shares; 2025Q4: 3,724 shares; 2026Q1: 4,130 shares 4,130 $217K 0.03% +406 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,252 shares; 2025Q4: 2,254 shares; 2026Q1: 2,350 shares 2,350 $217K 0.03% +96 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,754 shares; 2025Q1: 2,881 shares; 2025Q2: 2,170 shares; 2025Q3: 9,991 shares; 2025Q4: 10,006 shares; 2026Q1: 9,461 shares 9,461 $216K 0.03% -545 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,393 shares; 2025Q3: 2,524 shares; 2025Q4: 2,510 shares; 2026Q1: 2,543 shares 2,543 $216K 0.03% +33 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,212 shares; 2024Q4: 6,546 shares; 2025Q1: 6,795 shares; 2025Q2: not reported; 2025Q3: 4,096 shares; 2025Q4: 4,074 shares; 2026Q1: 3,814 shares 3,814 $216K 0.03% -260 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,559 shares; 2025Q3: 1,506 shares; 2025Q4: 1,506 shares; 2026Q1: 1,091 shares 1,091 $216K 0.03% -415 Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,692 shares; 2025Q1: 3,879 shares; 2025Q2: not reported; 2025Q3: 2,981 shares; 2025Q4: 2,911 shares; 2026Q1: 3,060 shares 3,060 $216K 0.03% +149 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241 shares; 2026Q1: 241 shares 241 $216K 0.03% 0 Timeline OSPN ONESPAN INC More: the full row for ONESPAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,070 shares; 2025Q3: 13,642 shares; 2025Q4: not reported; 2026Q1: 20,488 shares 20,488 $216K 0.03% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,544 shares; 2025Q2: 7,513 shares; 2025Q3: 1,564 shares; 2025Q4: 1,462 shares; 2026Q1: 1,414 shares 1,414 $216K 0.03% -48 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,727 shares; 2024Q4: 6,149 shares; 2025Q1: 6,493 shares; 2025Q2: 5,081 shares; 2025Q3: 5,567 shares; 2025Q4: 5,585 shares; 2026Q1: 5,741 shares 5,741 $215K 0.03% +156 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,778 shares; 2025Q3: 3,314 shares; 2025Q4: 3,294 shares; 2026Q1: 3,288 shares 3,288 $215K 0.03% -6 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,076 shares 2,076 $215K 0.03% new Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,507 shares; 2024Q4: 4,765 shares; 2025Q1: 4,962 shares; 2025Q2: not reported; 2025Q3: 4,118 shares; 2025Q4: not reported; 2026Q1: 5,244 shares 5,244 $215K 0.03% new Timeline CCBG CAPITAL CITY BANK More: the full row for CAPITAL CITY BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,112 shares; 2025Q3: 5,175 shares; 2025Q4: 5,185 shares; 2026Q1: 4,948 shares 4,948 $215K 0.03% -237 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,596 shares; 2024Q4: 4,815 shares; 2025Q1: not reported; 2025Q2: 3,537 shares; 2025Q3: 3,170 shares; 2025Q4: not reported; 2026Q1: 4,065 shares 4,065 $215K 0.03% new Timeline MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,343 shares; 2025Q3: 2,017 shares; 2025Q4: not reported; 2026Q1: 2,246 shares 2,246 $215K 0.03% new Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,462 shares; 2025Q1: 11,003 shares; 2025Q2: 11,333 shares; 2025Q3: 14,541 shares; 2025Q4: 12,528 shares; 2026Q1: 14,874 shares 14,874 $215K 0.03% +2,346 Timeline PFSI PENNYMAC FINL SVCS INC NEW More: the full row for PENNYMAC FINL SVCS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 2,230 shares; 2025Q1: 2,351 shares; 2025Q2: 2,420 shares; 2025Q3: 1,713 shares; 2025Q4: 1,707 shares; 2026Q1: 2,455 shares 2,455 $215K 0.03% +748 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,945 shares; 2025Q4: 2,956 shares; 2026Q1: 4,520 shares 4,520 $214K 0.03% +1,564 Timeline APOG APOGEE ENTERPRISES INC More: the full row for APOGEE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,942 shares; 2025Q4: not reported; 2026Q1: 6,370 shares 6,370 $214K 0.03% new Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,701 shares; 2025Q3: 3,803 shares; 2025Q4: not reported; 2026Q1: 4,273 shares 4,273 $213K 0.03% new Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,452 shares; 2025Q4: 4,447 shares; 2026Q1: 3,886 shares 3,886 $213K 0.03% -561 Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,483 shares; 2025Q4: 3,479 shares; 2026Q1: 3,007 shares 3,007 $213K 0.03% -472 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,712 shares; 2024Q4: 6,032 shares; 2025Q1: 5,990 shares; 2025Q2: 5,520 shares; 2025Q3: 5,420 shares; 2025Q4: 5,378 shares; 2026Q1: 4,389 shares 4,389 $213K 0.03% -989 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,552 shares; 2024Q4: 8,023 shares; 2025Q1: 8,411 shares; 2025Q2: not reported; 2025Q3: 5,004 shares; 2025Q4: not reported; 2026Q1: 5,479 shares 5,479 $213K 0.03% new Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,133 shares; 2024Q4: 8,123 shares; 2025Q1: 7,900 shares; 2025Q2: 6,205 shares; 2025Q3: 6,778 shares; 2025Q4: not reported; 2026Q1: 8,988 shares 8,988 $212K 0.03% new Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,376 shares; 2025Q4: 6,391 shares; 2026Q1: 6,249 shares 6,249 $212K 0.03% -142 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,306 shares; 2025Q2: not reported; 2025Q3: 7,239 shares; 2025Q4: 6,862 shares; 2026Q1: 6,956 shares 6,956 $211K 0.03% +94 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,150 shares 6,150 $211K 0.03% new Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,266 shares; 2025Q3: 3,243 shares; 2025Q4: not reported; 2026Q1: 3,622 shares 3,622 $211K 0.03% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,580 shares 1,580 $210K 0.03% new Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,590 shares 2,590 $210K 0.03% new Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,233 shares 1,233 $210K 0.03% new Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,773 shares; 2025Q4: not reported; 2026Q1: 3,411 shares 3,411 $210K 0.03% new Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,098 shares; 2025Q2: 10,027 shares; 2025Q3: 13,232 shares; 2025Q4: not reported; 2026Q1: 14,018 shares 14,018 $209K 0.03% new Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,377 shares; 2025Q4: not reported; 2026Q1: 2,262 shares 2,262 $209K 0.03% new Timeline PRG PROG HOLDINGS INC More: the full row for PROG HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,677 shares; 2025Q4: not reported; 2026Q1: 7,260 shares 7,260 $208K 0.03% new Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 430 shares 430 $208K 0.03% new Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,673 shares; 2025Q4: not reported; 2026Q1: 4,588 shares 4,588 $208K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,809 shares; 2025Q4: not reported; 2026Q1: 2,759 shares 2,759 $208K 0.03% new 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: 4,070 shares; 2024Q4: 4,047 shares; 2025Q1: 3,804 shares; 2025Q2: 3,843 shares; 2025Q3: 772 shares; 2025Q4: 684 shares; 2026Q1: 648 shares 648 $208K 0.03% -36 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,144 shares; 2025Q4: not reported; 2026Q1: 2,286 shares 2,286 $208K 0.03% new Timeline NTST NETSTREIT CORP More: the full row for NETSTREIT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,065 shares; 2024Q4: 10,861 shares; 2025Q1: 11,538 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,024 shares 11,024 $208K 0.03% new Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,369 shares 4,369 $207K 0.03% new Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,909 shares; 2025Q1: 7,211 shares; 2025Q2: 6,083 shares; 2025Q3: 5,785 shares; 2025Q4: 5,800 shares; 2026Q1: 6,055 shares 6,055 $206K 0.03% +255 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,026 shares; 2024Q4: 3,251 shares; 2025Q1: 3,439 shares; 2025Q2: 3,536 shares; 2025Q3: 3,814 shares; 2025Q4: not reported; 2026Q1: 3,269 shares 3,269 $206K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,150 shares 3,150 $206K 0.03% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,593 shares 3,593 $204K 0.02% new 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: 42,545 shares; 2024Q4: 43,686 shares; 2025Q1: 43,561 shares; 2025Q2: 43,437 shares; 2025Q3: 28,986 shares; 2025Q4: 28,769 shares; 2026Q1: 1,622 shares 1,622 $203K 0.02% -27,147 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: 884 shares; 2024Q4: 4,420 shares; 2025Q1: 4,420 shares; 2025Q2: 4,434 shares; 2025Q3: 4,434 shares; 2025Q4: 4,434 shares; 2026Q1: 4,454 shares 4,454 $202K 0.02% +20 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,542 shares 3,542 $201K 0.02% new Timeline VENU VENU HLDG CORP More: the full row for VENU HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,000 shares; 2025Q4: 55,000 shares; 2026Q1: 55,000 shares 55,000 $182K 0.02% 0 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: 16,300 shares; 2024Q4: 16,333 shares; 2025Q1: 16,833 shares; 2025Q2: 16,833 shares; 2025Q3: 16,833 shares; 2025Q4: 14,411 shares; 2026Q1: 14,411 shares 14,411 $166K 0.02% 0 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 10,100 shares; 2025Q1: 13,015 shares; 2025Q2: 12,365 shares; 2025Q3: 14,415 shares; 2025Q4: 13,415 shares; 2026Q1: 13,915 shares 13,915 $130K 0.02% +500 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000 $114K 0.01% new Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,395 shares; 2024Q4: 14,395 shares; 2025Q1: 14,395 shares; 2025Q2: 14,395 shares; 2025Q3: 14,395 shares; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000 $92.2K 0.01% new Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,900 shares; 2025Q3: 23,300 shares; 2025Q4: 23,300 shares; 2026Q1: 22,900 shares 22,900 $80.8K 0.01% -400 Timeline ATYR ATYR PHARMA INC More: the full row for ATYR PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,000 shares 100,000 $78K 0.01% new Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,900 shares; 2025Q4: 10,500 shares; 2026Q1: 22,000 shares 22,000 $72.6K 0.01% +11,500 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $70.3K 0.01% 0 Timeline EU ENCORE ENERGY CORP More: the full row for ENCORE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,425 shares; 2025Q4: 19,425 shares; 2026Q1: 19,425 shares 19,425 $35K <0.01% 0 Timeline ITRG INTEGRA RES CORP More: the full row for INTEGRA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 11,000 shares 11,000 $30K <0.01% +1,000 Timeline NNDM NANO DIMENSION LTD More: the full row for NANO DIMENSION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $18.7K <0.01% 0 Timeline