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: not loaded; 2024Q4: 48,039 shares; 2025Q1: 51,620 shares; 2025Q2: 52,741 shares; 2025Q3: 52,388 shares; 2025Q4: 52,066 shares; 2026Q1: 61,464 shares 61,464 $15.6M 4.72% +9,398 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: not loaded; 2024Q4: 74,195 shares; 2025Q1: 75,533 shares; 2025Q2: 79,115 shares; 2025Q3: 82,997 shares; 2025Q4: 83,022 shares; 2026Q1: 83,836 shares 83,836 $14.6M 4.42% +814 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: not loaded; 2024Q4: 36,574 shares; 2025Q1: 37,081 shares; 2025Q2: 38,356 shares; 2025Q3: 40,545 shares; 2025Q4: 40,800 shares; 2026Q1: 37,003 shares 37,003 $13.7M 4.14% -3,797 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 102,106 shares; 2025Q1: 110,592 shares; 2025Q2: 112,066 shares; 2025Q3: 198,007 shares; 2025Q4: 200,163 shares; 2026Q1: 230,768 shares 230,768 $10.2M 3.08% +30,605 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: not loaded; 2024Q4: 36,988 shares; 2025Q1: 33,430 shares; 2025Q2: 33,791 shares; 2025Q3: 36,566 shares; 2025Q4: 36,947 shares; 2026Q1: 32,418 shares 32,418 $10M 3.04% -4,529 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: not loaded; 2024Q4: 18,501 shares; 2025Q1: 17,588 shares; 2025Q2: 18,073 shares; 2025Q3: 17,396 shares; 2025Q4: 17,214 shares; 2026Q1: 26,732 shares 26,732 $7.69M 2.33% +9,518 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: not loaded; 2024Q4: 44,190 shares; 2025Q1: 46,211 shares; 2025Q2: 46,277 shares; 2025Q3: 47,120 shares; 2025Q4: 46,563 shares; 2026Q1: 47,099 shares 47,099 $6.8M 2.06% +536 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: not loaded; 2024Q4: 21,193 shares; 2025Q1: 23,573 shares; 2025Q2: 23,987 shares; 2025Q3: 25,086 shares; 2025Q4: 25,467 shares; 2026Q1: 25,157 shares 25,157 $6.15M 1.86% -310 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: not loaded; 2024Q4: 89,346 shares; 2025Q1: 107,343 shares; 2025Q2: 115,840 shares; 2025Q3: 115,721 shares; 2025Q4: 114,260 shares; 2026Q1: 116,117 shares 116,117 $5.92M 1.79% +1,857 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: not loaded; 2024Q4: 16,564 shares; 2025Q1: 17,258 shares; 2025Q2: 19,460 shares; 2025Q3: 20,055 shares; 2025Q4: 20,337 shares; 2026Q1: 19,908 shares 19,908 $5.86M 1.77% -429 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: not loaded; 2024Q4: 25,479 shares; 2025Q1: 24,909 shares; 2025Q2: 26,208 shares; 2025Q3: 26,255 shares; 2025Q4: 26,318 shares; 2026Q1: 26,227 shares 26,227 $5.46M 1.65% -91 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,711 shares; 2025Q1: 42,365 shares; 2025Q2: 50,181 shares; 2025Q3: 48,057 shares; 2025Q4: 48,865 shares; 2026Q1: 54,947 shares 54,947 $5.45M 1.65% +6,082 Timeline IMTM 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 loaded; 2024Q4: 70,916 shares; 2025Q1: 85,294 shares; 2025Q2: 85,439 shares; 2025Q3: 86,702 shares; 2025Q4: 89,410 shares; 2026Q1: 104,318 shares 104,318 $5.01M 1.52% +14,908 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: not loaded; 2024Q4: 21,906 shares; 2025Q1: 24,137 shares; 2025Q2: 24,471 shares; 2025Q3: 26,411 shares; 2025Q4: 26,979 shares; 2026Q1: 22,260 shares 22,260 $4.84M 1.46% -4,719 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 loaded; 2024Q4: 49,148 shares; 2025Q1: 52,340 shares; 2025Q2: 53,274 shares; 2025Q3: 56,794 shares; 2025Q4: 58,744 shares; 2026Q1: 57,390 shares 57,390 $4.36M 1.32% -1,354 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,379 shares; 2025Q1: 25,652 shares; 2025Q2: 25,979 shares; 2025Q3: 29,060 shares; 2025Q4: 29,495 shares; 2026Q1: 28,837 shares 28,837 $4.24M 1.28% -658 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 loaded; 2024Q4: 11,583 shares; 2025Q1: 11,919 shares; 2025Q2: 12,035 shares; 2025Q3: 13,153 shares; 2025Q4: 13,408 shares; 2026Q1: 13,099 shares 13,099 $4.17M 1.26% -309 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: not loaded; 2024Q4: 20,029 shares; 2025Q1: 21,305 shares; 2025Q2: 22,052 shares; 2025Q3: 24,493 shares; 2025Q4: 24,737 shares; 2026Q1: 24,195 shares 24,195 $4.1M 1.24% -542 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: not loaded; 2024Q4: 4,869 shares; 2025Q1: 4,991 shares; 2025Q2: 5,168 shares; 2025Q3: 5,290 shares; 2025Q4: 5,232 shares; 2026Q1: 6,770 shares 6,770 $3.87M 1.17% +1,538 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: not loaded; 2024Q4: 14,516 shares; 2025Q1: 14,723 shares; 2025Q2: 14,546 shares; 2025Q3: 12,962 shares; 2025Q4: 12,653 shares; 2026Q1: 12,729 shares 12,729 $3.65M 1.1% +76 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: not loaded; 2024Q4: 10,513 shares; 2025Q1: 10,348 shares; 2025Q2: 10,153 shares; 2025Q3: 9,456 shares; 2025Q4: 9,011 shares; 2026Q1: 11,133 shares 11,133 $3.36M 1.02% +2,122 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: not loaded; 2024Q4: 10,043 shares; 2025Q1: 9,676 shares; 2025Q2: 9,692 shares; 2025Q3: 10,340 shares; 2025Q4: 10,316 shares; 2026Q1: 10,187 shares 10,187 $3.35M 1.01% -129 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,324 shares; 2025Q1: 9,509 shares; 2025Q2: 9,504 shares; 2025Q3: 10,104 shares; 2025Q4: 10,295 shares; 2026Q1: 10,159 shares 10,159 $3.16M 0.96% -136 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: not loaded; 2024Q4: 5,748 shares; 2025Q1: 15,221 shares; 2025Q2: 14,946 shares; 2025Q3: 15,577 shares; 2025Q4: 15,362 shares; 2026Q1: 14,943 shares 14,943 $3.09M 0.94% -419 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 74,412 shares; 2025Q1: 56,410 shares; 2025Q2: 57,236 shares; 2025Q3: 62,398 shares; 2025Q4: 63,151 shares; 2026Q1: 73,850 shares 73,850 $2.96M 0.9% +10,699 Timeline SPIB 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 loaded; 2024Q4: 40,510 shares; 2025Q1: 73,396 shares; 2025Q2: 74,480 shares; 2025Q3: 74,941 shares; 2025Q4: 77,037 shares; 2026Q1: 87,839 shares 87,839 $2.95M 0.89% +10,802 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 loaded; 2024Q4: 4,993 shares; 2025Q1: 5,209 shares; 2025Q2: 5,348 shares; 2025Q3: 5,813 shares; 2025Q4: 5,524 shares; 2026Q1: 5,825 shares 5,825 $2.89M 0.87% +301 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: not loaded; 2024Q4: 6,107 shares; 2025Q1: 6,870 shares; 2025Q2: 6,838 shares; 2025Q3: 6,200 shares; 2025Q4: 5,554 shares; 2026Q1: 5,520 shares 5,520 $2.65M 0.8% -34 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: not loaded; 2024Q4: 2,756 shares; 2025Q1: 2,353 shares; 2025Q2: 3,377 shares; 2025Q3: 3,407 shares; 2025Q4: 3,979 shares; 2026Q1: 4,053 shares 4,053 $2.64M 0.8% +74 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 loaded; 2024Q4: 2,772 shares; 2025Q1: 2,706 shares; 2025Q2: 2,708 shares; 2025Q3: 2,713 shares; 2025Q4: 2,709 shares; 2026Q1: 2,656 shares 2,656 $2.55M 0.77% -53 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: not loaded; 2024Q4: 3,468 shares; 2025Q1: 3,833 shares; 2025Q2: 3,867 shares; 2025Q3: 3,982 shares; 2025Q4: 3,962 shares; 2026Q1: 3,869 shares 3,869 $2.53M 0.76% -93 Timeline IBEX IBEX LTD More: the full row for IBEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 224,691 shares; 2025Q1: 114,691 shares; 2025Q2: 114,691 shares; 2025Q3: 108,491 shares; 2025Q4: 108,491 shares; 2026Q1: 90,291 shares 90,291 $2.42M 0.73% -18,200 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 loaded; 2024Q4: 20,984 shares; 2025Q1: 21,810 shares; 2025Q2: 22,167 shares; 2025Q3: 23,909 shares; 2025Q4: 24,060 shares; 2026Q1: 23,311 shares 23,311 $2.39M 0.72% -749 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,143 shares; 2025Q1: 51,728 shares; 2025Q2: 52,813 shares; 2025Q3: 58,372 shares; 2025Q4: 59,752 shares; 2026Q1: 43,415 shares 43,415 $2.32M 0.7% -16,337 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: not loaded; 2024Q4: 8,372 shares; 2025Q1: 8,815 shares; 2025Q2: 8,977 shares; 2025Q3: 9,578 shares; 2025Q4: 9,868 shares; 2026Q1: 10,239 shares 10,239 $2.31M 0.7% +371 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,373 shares; 2025Q1: 5,469 shares; 2025Q2: 5,783 shares; 2025Q3: 6,016 shares; 2025Q4: 5,919 shares; 2026Q1: 5,923 shares 5,923 $2.2M 0.67% +4 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: not loaded; 2024Q4: 8,463 shares; 2025Q1: 8,817 shares; 2025Q2: 9,029 shares; 2025Q3: 9,119 shares; 2025Q4: 9,206 shares; 2026Q1: 9,011 shares 9,011 $2.19M 0.66% -195 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: not loaded; 2024Q4: 11,403 shares; 2025Q1: 14,239 shares; 2025Q2: 14,446 shares; 2025Q3: 15,708 shares; 2025Q4: 16,064 shares; 2026Q1: 15,701 shares 15,701 $2.08M 0.63% -363 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 loaded; 2024Q4: 51,229 shares; 2025Q1: 50,640 shares; 2025Q2: 49,993 shares; 2025Q3: 50,077 shares; 2025Q4: 50,068 shares; 2026Q1: 50,134 shares 50,134 $2.06M 0.62% +66 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: not loaded; 2024Q4: 1,461 shares; 2025Q1: 1,685 shares; 2025Q2: 1,700 shares; 2025Q3: 1,623 shares; 2025Q4: 1,710 shares; 2026Q1: 2,223 shares 2,223 $2.04M 0.62% +513 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,592 shares; 2025Q1: 20,565 shares; 2025Q2: 20,738 shares; 2025Q3: 20,995 shares; 2025Q4: 21,296 shares; 2026Q1: 24,077 shares 24,077 $1.96M 0.59% +2,781 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: not loaded; 2024Q4: 5,491 shares; 2025Q1: 5,441 shares; 2025Q2: 5,659 shares; 2025Q3: 5,475 shares; 2025Q4: 5,575 shares; 2026Q1: 5,812 shares 5,812 $1.86M 0.56% +237 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 loaded; 2024Q4: 10,372 shares; 2025Q1: 6,597 shares; 2025Q2: 6,137 shares; 2025Q3: 6,082 shares; 2025Q4: 5,792 shares; 2026Q1: 5,415 shares 5,415 $1.83M 0.55% -377 Timeline JMBS 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: not loaded; 2024Q4: 14,744 shares; 2025Q1: 15,337 shares; 2025Q2: 16,925 shares; 2025Q3: 17,462 shares; 2025Q4: 34,826 shares; 2026Q1: 39,729 shares 39,729 $1.79M 0.54% +4,903 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: not loaded; 2024Q4: 6,299 shares; 2025Q1: 6,518 shares; 2025Q2: 6,309 shares; 2025Q3: 6,509 shares; 2025Q4: 6,829 shares; 2026Q1: 6,591 shares 6,591 $1.78M 0.54% -238 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 loaded; 2024Q4: 8,462 shares; 2025Q1: 8,693 shares; 2025Q2: 8,627 shares; 2025Q3: 8,432 shares; 2025Q4: 8,265 shares; 2026Q1: 8,126 shares 8,126 $1.78M 0.54% -139 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,718 shares; 2025Q1: 1,722 shares; 2025Q2: 1,773 shares; 2025Q3: 1,775 shares; 2025Q4: 1,753 shares; 2026Q1: 1,781 shares 1,781 $1.77M 0.54% +28 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: not loaded; 2024Q4: 5,897 shares; 2025Q1: 6,902 shares; 2025Q2: 7,928 shares; 2025Q3: 8,379 shares; 2025Q4: 8,304 shares; 2026Q1: 8,089 shares 8,089 $1.74M 0.53% -215 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 loaded; 2024Q4: 9,060 shares; 2025Q1: 5,754 shares; 2025Q2: 5,864 shares; 2025Q3: 5,398 shares; 2025Q4: 5,500 shares; 2026Q1: 5,284 shares 5,284 $1.72M 0.52% -216 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 loaded; 2024Q4: 11,433 shares; 2025Q1: 11,332 shares; 2025Q2: 11,020 shares; 2025Q3: 10,634 shares; 2025Q4: 10,710 shares; 2026Q1: 10,759 shares 10,759 $1.72M 0.52% +49 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: not loaded; 2024Q4: 10,897 shares; 2025Q1: 10,737 shares; 2025Q2: 11,425 shares; 2025Q3: 11,823 shares; 2025Q4: 12,623 shares; 2026Q1: 13,499 shares 13,499 $1.68M 0.51% +876 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: not loaded; 2024Q4: 7,574 shares; 2025Q1: 7,860 shares; 2025Q2: 7,944 shares; 2025Q3: 8,607 shares; 2025Q4: 8,390 shares; 2026Q1: 8,216 shares 8,216 $1.67M 0.5% -174 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,531 shares; 2025Q1: 7,400 shares; 2025Q2: 7,553 shares; 2025Q3: 8,323 shares; 2025Q4: 9,197 shares; 2026Q1: 9,097 shares 9,097 $1.66M 0.5% -100 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 415 shares; 2025Q1: 1,155 shares; 2025Q2: 1,202 shares; 2025Q3: 1,202 shares; 2025Q4: 1,202 shares; 2026Q1: 2,612 shares 2,612 $1.56M 0.47% +1,410 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 loaded; 2024Q4: 7,715 shares; 2025Q1: 8,249 shares; 2025Q2: 8,371 shares; 2025Q3: 8,585 shares; 2025Q4: 8,890 shares; 2026Q1: 8,870 shares 8,870 $1.54M 0.47% -20 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: not loaded; 2024Q4: 2,936 shares; 2025Q1: 8,013 shares; 2025Q2: 8,105 shares; 2025Q3: 8,950 shares; 2025Q4: 9,240 shares; 2026Q1: 9,147 shares 9,147 $1.42M 0.43% -93 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: not loaded; 2024Q4: 11,362 shares; 2025Q1: 11,195 shares; 2025Q2: 11,059 shares; 2025Q3: 11,544 shares; 2025Q4: 11,537 shares; 2026Q1: 11,577 shares 11,577 $1.39M 0.42% +40 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,014 shares; 2025Q1: 15,324 shares; 2025Q2: 15,901 shares; 2025Q3: 17,514 shares; 2025Q4: 17,632 shares; 2026Q1: 8,268 shares 8,268 $1.37M 0.41% -9,364 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: not loaded; 2024Q4: 31,056 shares; 2025Q1: 13,573 shares; 2025Q2: 14,093 shares; 2025Q3: 13,791 shares; 2025Q4: 14,443 shares; 2026Q1: 14,503 shares 14,503 $1.35M 0.41% +60 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,108 shares; 2025Q1: 2,838 shares; 2025Q2: 2,918 shares; 2025Q3: 3,165 shares; 2025Q4: 3,208 shares; 2026Q1: 3,162 shares 3,162 $1.32M 0.4% -46 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: not loaded; 2024Q4: 1,654 shares; 2025Q1: 1,727 shares; 2025Q2: 1,825 shares; 2025Q3: 1,900 shares; 2025Q4: 1,824 shares; 2026Q1: 1,832 shares 1,832 $1.3M 0.39% +8 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,674 shares; 2025Q1: 1,973 shares; 2025Q2: 2,705 shares; 2025Q3: 2,836 shares; 2025Q4: 4,644 shares; 2026Q1: 4,299 shares 4,299 $1.23M 0.37% -345 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,644 shares; 2025Q1: 2,861 shares; 2025Q2: 2,662 shares; 2025Q3: 1,857 shares; 2025Q4: 1,681 shares; 2026Q1: 1,644 shares 1,644 $1.21M 0.37% -37 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,075 shares; 2025Q1: 8,099 shares; 2025Q2: 8,077 shares; 2025Q3: 8,078 shares; 2025Q4: 8,086 shares; 2026Q1: 8,079 shares 8,079 $1.18M 0.36% -7 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 loaded; 2024Q4: 2,320 shares; 2025Q1: 2,349 shares; 2025Q2: 2,392 shares; 2025Q3: 2,325 shares; 2025Q4: 2,307 shares; 2026Q1: 2,357 shares 2,357 $1.18M 0.36% +50 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,476 shares; 2025Q1: 31,268 shares; 2025Q2: 33,761 shares; 2025Q3: 36,036 shares; 2025Q4: 23,107 shares; 2026Q1: 23,172 shares 23,172 $1.17M 0.35% +65 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,729 shares; 2025Q1: 7,433 shares; 2025Q2: 7,381 shares; 2025Q3: 7,173 shares; 2025Q4: 6,594 shares; 2026Q1: 6,426 shares 6,426 $1.1M 0.33% -168 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,065 shares; 2025Q1: 2,185 shares; 2025Q2: 1,844 shares; 2025Q3: 1,799 shares; 2025Q4: 1,674 shares; 2026Q1: 2,023 shares 2,023 $1.1M 0.33% +349 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,838 shares; 2025Q1: 4,141 shares; 2025Q2: 4,115 shares; 2025Q3: 4,037 shares; 2025Q4: 3,728 shares; 2026Q1: 3,774 shares 3,774 $1.1M 0.33% +46 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: not loaded; 2024Q4: 8,195 shares; 2025Q1: 8,317 shares; 2025Q2: 8,006 shares; 2025Q3: 7,685 shares; 2025Q4: 8,405 shares; 2026Q1: 8,228 shares 8,228 $1.08M 0.33% -177 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: not loaded; 2024Q4: 2,672 shares; 2025Q1: 1,334 shares; 2025Q2: 1,336 shares; 2025Q3: 1,256 shares; 2025Q4: 10,672 shares; 2026Q1: 11,093 shares 11,093 $1.07M 0.32% +421 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,889 shares; 2025Q1: 10,839 shares; 2025Q2: 12,558 shares; 2025Q3: 11,863 shares; 2025Q4: 8,287 shares; 2026Q1: 11,052 shares 11,052 $1.03M 0.31% +2,765 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 loaded; 2024Q4: 4,638 shares; 2025Q1: 5,992 shares; 2025Q2: 5,906 shares; 2025Q3: 4,163 shares; 2025Q4: 7,011 shares; 2026Q1: 6,516 shares 6,516 $1.03M 0.31% -495 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: not loaded; 2024Q4: 11,995 shares; 2025Q1: 10,292 shares; 2025Q2: 10,291 shares; 2025Q3: 13,235 shares; 2025Q4: 13,329 shares; 2026Q1: 13,747 shares 13,747 $1.01M 0.31% +418 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,185 shares; 2025Q1: 4,594 shares; 2025Q2: 4,542 shares; 2025Q3: 4,442 shares; 2025Q4: 3,827 shares; 2026Q1: 3,976 shares 3,976 $996K 0.3% +149 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,225 shares; 2025Q1: 11,991 shares; 2025Q2: 11,844 shares; 2025Q3: 11,578 shares; 2025Q4: 10,710 shares; 2026Q1: 10,370 shares 10,370 $969K 0.29% -340 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: not loaded; 2024Q4: 2,244 shares; 2025Q1: 2,476 shares; 2025Q2: 2,139 shares; 2025Q3: 2,151 shares; 2025Q4: 2,226 shares; 2026Q1: 2,163 shares 2,163 $966K 0.29% -63 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,929 shares; 2025Q4: 5,075 shares; 2026Q1: 4,922 shares 4,922 $966K 0.29% -153 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,290 shares; 2025Q1: 5,260 shares; 2025Q2: 16,827 shares; 2025Q3: 16,066 shares; 2025Q4: 15,750 shares; 2026Q1: 14,118 shares 14,118 $947K 0.29% -1,632 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,071 shares; 2025Q4: 5,209 shares; 2026Q1: 16,201 shares 16,201 $920K 0.28% +10,992 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 loaded; 2024Q4: 5,288 shares; 2025Q1: 5,737 shares; 2025Q2: 5,874 shares; 2025Q3: 6,464 shares; 2025Q4: 6,345 shares; 2026Q1: 6,322 shares 6,322 $914K 0.28% -23 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: not loaded; 2024Q4: 14,555 shares; 2025Q1: 5,859 shares; 2025Q2: 5,469 shares; 2025Q3: 8,418 shares; 2025Q4: 12,422 shares; 2026Q1: 9,154 shares 9,154 $889K 0.27% -3,268 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,077 shares; 2025Q1: 5,685 shares; 2025Q2: 5,620 shares; 2025Q3: 5,500 shares; 2025Q4: 5,211 shares; 2026Q1: 4,872 shares 4,872 $861K 0.26% -339 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 loaded; 2024Q4: 1,970 shares; 2025Q1: 2,741 shares; 2025Q2: 2,822 shares; 2025Q3: 2,982 shares; 2025Q4: 2,831 shares; 2026Q1: 2,893 shares 2,893 $821K 0.25% +62 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,357 shares; 2025Q1: 1,379 shares; 2025Q2: 1,493 shares; 2025Q3: 1,482 shares; 2025Q4: 1,473 shares; 2026Q1: 1,350 shares 1,350 $817K 0.25% -123 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: not loaded; 2024Q4: 2,949 shares; 2025Q1: 2,407 shares; 2025Q2: 2,176 shares; 2025Q3: 2,011 shares; 2025Q4: 1,972 shares; 2026Q1: 2,344 shares 2,344 $801K 0.24% +372 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,944 shares; 2025Q1: 2,099 shares; 2025Q2: 2,117 shares; 2025Q3: 2,026 shares; 2025Q4: 1,476 shares; 2026Q1: 3,851 shares 3,851 $779K 0.24% +2,375 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,352 shares; 2025Q1: 14,772 shares; 2025Q2: 14,107 shares; 2025Q3: 13,244 shares; 2025Q4: 13,033 shares; 2026Q1: 11,666 shares 11,666 $773K 0.23% -1,367 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,104 shares; 2025Q1: 2,115 shares; 2025Q2: 2,295 shares; 2025Q3: 1,973 shares; 2025Q4: 1,960 shares; 2026Q1: 1,969 shares 1,969 $769K 0.23% +9 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,870 shares; 2025Q1: 2,837 shares; 2025Q2: 2,838 shares; 2025Q3: 2,861 shares; 2025Q4: 2,848 shares; 2026Q1: 2,865 shares 2,865 $746K 0.23% +17 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 loaded; 2024Q4: not reported; 2025Q1: 6,620 shares; 2025Q2: 6,753 shares; 2025Q3: 5,905 shares; 2025Q4: 4,739 shares; 2026Q1: 7,549 shares 7,549 $728K 0.22% +2,810 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,902 shares; 2025Q4: 27,985 shares; 2026Q1: 28,067 shares 28,067 $720K 0.22% +82 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.22% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 667 shares; 2025Q1: 937 shares; 2025Q2: 804 shares; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 840 shares 840 $711K 0.21% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,230 shares; 2026Q1: 1,612 shares 1,612 $704K 0.21% +382 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,138 shares; 2025Q1: 4,510 shares; 2025Q2: 4,917 shares; 2025Q3: 2,659 shares; 2025Q4: 4,325 shares; 2026Q1: 4,371 shares 4,371 $701K 0.21% +46 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,592 shares; 2025Q4: 2,627 shares; 2026Q1: 2,559 shares 2,559 $679K 0.21% -68 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,008 shares; 2025Q1: 2,175 shares; 2025Q2: 2,148 shares; 2025Q3: 2,289 shares; 2025Q4: 2,985 shares; 2026Q1: 3,104 shares 3,104 $672K 0.2% +119 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 loaded; 2024Q4: 452 shares; 2025Q1: 403 shares; 2025Q2: 450 shares; 2025Q3: 484 shares; 2025Q4: 460 shares; 2026Q1: 509 shares 509 $672K 0.2% +49 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,895 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,558 shares; 2026Q1: 7,415 shares 7,415 $671K 0.2% -2,143 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,097 shares; 2025Q1: 12,257 shares; 2025Q2: 11,853 shares; 2025Q3: 12,000 shares; 2025Q4: 11,148 shares; 2026Q1: 11,754 shares 11,754 $670K 0.2% +606 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,538 shares; 2025Q1: 9,600 shares; 2025Q2: 9,994 shares; 2025Q3: 10,182 shares; 2025Q4: 16,753 shares; 2026Q1: 16,983 shares 16,983 $664K 0.2% +230 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,535 shares; 2025Q3: 5,756 shares; 2025Q4: 4,995 shares; 2026Q1: 5,187 shares 5,187 $655K 0.2% +192 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,296 shares; 2025Q1: 3,211 shares; 2025Q2: 3,139 shares; 2025Q3: 2,859 shares; 2025Q4: 2,764 shares; 2026Q1: 2,767 shares 2,767 $654K 0.2% +3 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,422 shares; 2025Q1: 1,337 shares; 2025Q2: 1,234 shares; 2025Q3: 1,219 shares; 2025Q4: 1,170 shares; 2026Q1: 1,156 shares 1,156 $651K 0.2% -14 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,327 shares; 2025Q1: 5,049 shares; 2025Q2: 4,811 shares; 2025Q3: 3,590 shares; 2025Q4: 3,451 shares; 2026Q1: 3,065 shares 3,065 $641K 0.19% -386 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,967 shares; 2025Q3: 3,015 shares; 2025Q4: 2,972 shares; 2026Q1: 2,977 shares 2,977 $636K 0.19% +5 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,157 shares; 2025Q1: 5,273 shares; 2025Q2: 7,566 shares; 2025Q3: 7,578 shares; 2025Q4: 7,345 shares; 2026Q1: 8,180 shares 8,180 $631K 0.19% +835 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,490 shares; 2025Q1: 8,157 shares; 2025Q2: 8,131 shares; 2025Q3: 8,066 shares; 2025Q4: 7,462 shares; 2026Q1: 7,400 shares 7,400 $626K 0.19% -62 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 loaded; 2024Q4: 2,883 shares; 2025Q1: 2,942 shares; 2025Q2: 2,850 shares; 2025Q3: 2,687 shares; 2025Q4: 2,767 shares; 2026Q1: 2,077 shares 2,077 $625K 0.19% -690 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,106 shares; 2025Q2: 13,155 shares; 2025Q3: 14,723 shares; 2025Q4: 15,143 shares; 2026Q1: 15,122 shares 15,122 $624K 0.19% -21 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,419 shares; 2025Q1: 17,345 shares; 2025Q2: 16,861 shares; 2025Q3: 16,227 shares; 2025Q4: 15,861 shares; 2026Q1: 13,874 shares 13,874 $622K 0.19% -1,987 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: not loaded; 2024Q4: 5,656 shares; 2025Q1: 6,973 shares; 2025Q2: 8,251 shares; 2025Q3: 8,212 shares; 2025Q4: 9,362 shares; 2026Q1: 11,502 shares 11,502 $622K 0.19% +2,140 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,569 shares; 2025Q1: 2,794 shares; 2025Q2: 2,762 shares; 2025Q3: 2,656 shares; 2025Q4: 2,635 shares; 2026Q1: 2,331 shares 2,331 $620K 0.19% -304 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: not loaded; 2024Q4: 8,346 shares; 2025Q1: 8,101 shares; 2025Q2: 7,683 shares; 2025Q3: 8,050 shares; 2025Q4: 7,916 shares; 2026Q1: 7,802 shares 7,802 $605K 0.18% -114 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,894 shares; 2025Q1: 3,973 shares; 2025Q2: 4,843 shares; 2025Q3: 4,703 shares; 2025Q4: 4,682 shares; 2026Q1: 4,109 shares 4,109 $597K 0.18% -573 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 loaded; 2024Q4: 2,968 shares; 2025Q1: 3,807 shares; 2025Q2: 3,958 shares; 2025Q3: 4,572 shares; 2025Q4: 3,933 shares; 2026Q1: 4,025 shares 4,025 $589K 0.18% +92 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: not loaded; 2024Q4: not reported; 2025Q1: 5,941 shares; 2025Q2: 5,941 shares; 2025Q3: 5,941 shares; 2025Q4: 5,927 shares; 2026Q1: 9,169 shares 9,169 $588K 0.18% +3,242 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,802 shares; 2025Q2: 2,857 shares; 2025Q3: 3,192 shares; 2025Q4: 3,288 shares; 2026Q1: 3,227 shares 3,227 $584K 0.18% -61 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,775 shares; 2025Q1: 1,795 shares; 2025Q2: 1,834 shares; 2025Q3: 1,818 shares; 2025Q4: 1,779 shares; 2026Q1: 1,773 shares 1,773 $583K 0.18% -6 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: not loaded; 2024Q4: 4,431 shares; 2025Q1: 3,998 shares; 2025Q2: 4,006 shares; 2025Q3: 3,411 shares; 2025Q4: 3,709 shares; 2026Q1: 2,935 shares 2,935 $582K 0.18% -774 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,562 shares; 2025Q4: 7,537 shares; 2026Q1: 6,720 shares 6,720 $576K 0.17% -817 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,683 shares; 2025Q1: 13,009 shares; 2025Q2: 12,802 shares; 2025Q3: 12,295 shares; 2025Q4: 11,965 shares; 2026Q1: 10,615 shares 10,615 $567K 0.17% -1,350 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,597 shares; 2025Q1: 5,747 shares; 2025Q2: 7,505 shares; 2025Q3: 6,047 shares; 2025Q4: 9,082 shares; 2026Q1: 9,816 shares 9,816 $560K 0.17% +734 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,617 shares; 2025Q1: 4,544 shares; 2025Q2: 4,512 shares; 2025Q3: 4,465 shares; 2025Q4: 4,468 shares; 2026Q1: 4,719 shares 4,719 $560K 0.17% +251 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,042 shares; 2025Q1: 2,201 shares; 2025Q2: 2,169 shares; 2025Q3: 2,116 shares; 2025Q4: 1,815 shares; 2026Q1: 1,868 shares 1,868 $546K 0.17% +53 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,414 shares; 2025Q4: 1,423 shares; 2026Q1: 1,616 shares 1,616 $546K 0.17% +193 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,857 shares; 2025Q4: 9,870 shares; 2026Q1: 10,826 shares 10,826 $545K 0.16% +956 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 484 shares; 2025Q1: 450 shares; 2025Q2: 6,525 shares; 2025Q3: 5,486 shares; 2025Q4: 5,679 shares; 2026Q1: 5,854 shares 5,854 $540K 0.16% +175 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,010 shares; 2025Q1: 3,990 shares; 2025Q2: 3,996 shares; 2025Q3: 3,997 shares; 2025Q4: 3,997 shares; 2026Q1: 4,009 shares 4,009 $540K 0.16% +12 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 loaded; 2024Q4: 1,441 shares; 2025Q1: 1,229 shares; 2025Q2: 1,275 shares; 2025Q3: 1,579 shares; 2025Q4: 1,620 shares; 2026Q1: 1,253 shares 1,253 $534K 0.16% -367 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,295 shares; 2025Q4: 1,298 shares; 2026Q1: 1,342 shares 1,342 $526K 0.16% +44 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,834 shares 5,834 $521K 0.16% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 560 shares; 2025Q3: 685 shares; 2025Q4: 581 shares; 2026Q1: 596 shares 596 $520K 0.16% +15 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,588 shares; 2025Q4: 16,724 shares; 2026Q1: 16,864 shares 16,864 $517K 0.16% +140 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,356 shares; 2025Q1: 3,643 shares; 2025Q2: 3,596 shares; 2025Q3: 4,989 shares; 2025Q4: 3,842 shares; 2026Q1: 4,747 shares 4,747 $515K 0.16% +905 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,785 shares; 2025Q1: 22,676 shares; 2025Q2: 23,574 shares; 2025Q3: 23,220 shares; 2025Q4: 21,492 shares; 2026Q1: 20,741 shares 20,741 $511K 0.15% -751 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,893 shares; 2025Q1: 15,268 shares; 2025Q2: 16,049 shares; 2025Q3: 15,780 shares; 2025Q4: 16,798 shares; 2026Q1: 17,498 shares 17,498 $507K 0.15% +700 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 loaded; 2024Q4: 9,141 shares; 2025Q1: 9,606 shares; 2025Q2: 9,858 shares; 2025Q3: 10,444 shares; 2025Q4: 10,895 shares; 2026Q1: 10,165 shares 10,165 $496K 0.15% -730 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,064 shares; 2025Q1: 8,416 shares; 2025Q2: 8,422 shares; 2025Q3: 6,208 shares; 2025Q4: 7,844 shares; 2026Q1: 6,895 shares 6,895 $493K 0.15% -949 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,707 shares; 2025Q1: 3,815 shares; 2025Q2: 3,748 shares; 2025Q3: 3,727 shares; 2025Q4: 3,755 shares; 2026Q1: 3,721 shares 3,721 $487K 0.15% -34 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,883 shares; 2025Q1: 6,194 shares; 2025Q2: 6,149 shares; 2025Q3: 4,276 shares; 2025Q4: 4,441 shares; 2026Q1: 5,282 shares 5,282 $487K 0.15% +841 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: not loaded; 2024Q4: 1,643 shares; 2025Q1: 1,612 shares; 2025Q2: 1,691 shares; 2025Q3: 1,547 shares; 2025Q4: 1,564 shares; 2026Q1: 1,595 shares 1,595 $482K 0.15% +31 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: not loaded; 2024Q4: 2,877 shares; 2025Q1: 3,225 shares; 2025Q2: 3,347 shares; 2025Q3: 2,808 shares; 2025Q4: 2,647 shares; 2026Q1: 2,494 shares 2,494 $481K 0.15% -153 Timeline GARP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,488 shares 7,488 $479K 0.14% new 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: not loaded; 2024Q4: 954 shares; 2025Q1: 1,024 shares; 2025Q2: 984 shares; 2025Q3: 975 shares; 2025Q4: 978 shares; 2026Q1: 968 shares 968 $476K 0.14% -10 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,997 shares; 2025Q1: 1,914 shares; 2025Q2: 1,872 shares; 2025Q3: 1,870 shares; 2025Q4: 1,832 shares; 2026Q1: 1,973 shares 1,973 $472K 0.14% +141 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,683 shares; 2025Q1: 1,699 shares; 2025Q2: 1,157 shares; 2025Q3: 1,071 shares; 2025Q4: 1,086 shares; 2026Q1: 997 shares 997 $463K 0.14% -89 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,346 shares; 2025Q1: 1,167 shares; 2025Q2: 1,167 shares; 2025Q3: 2,198 shares; 2025Q4: 2,180 shares; 2026Q1: 2,142 shares 2,142 $458K 0.14% -38 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,565 shares; 2025Q1: 4,256 shares; 2025Q2: 4,216 shares; 2025Q3: 4,134 shares; 2025Q4: 3,819 shares; 2026Q1: 3,704 shares 3,704 $456K 0.14% -115 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,985 shares; 2025Q1: 7,568 shares; 2025Q2: 7,485 shares; 2025Q3: 6,867 shares; 2025Q4: 6,479 shares; 2026Q1: 8,332 shares 8,332 $455K 0.14% +1,853 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 963 shares; 2025Q3: 1,186 shares; 2025Q4: 1,421 shares; 2026Q1: 1,478 shares 1,478 $449K 0.14% +57 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,286 shares; 2025Q1: 1,317 shares; 2025Q2: 1,293 shares; 2025Q3: 1,291 shares; 2025Q4: 1,284 shares; 2026Q1: 1,280 shares 1,280 $442K 0.13% -4 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,585 shares; 2025Q1: 4,403 shares; 2025Q2: 3,944 shares; 2025Q3: 3,814 shares; 2025Q4: 3,741 shares; 2026Q1: 2,661 shares 2,661 $438K 0.13% -1,080 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,293 shares; 2025Q1: 5,198 shares; 2025Q2: 5,198 shares; 2025Q3: 4,783 shares; 2025Q4: 4,881 shares; 2026Q1: 4,429 shares 4,429 $436K 0.13% -452 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,822 shares; 2025Q2: 1,506 shares; 2025Q3: 1,707 shares; 2025Q4: 1,733 shares; 2026Q1: 1,874 shares 1,874 $432K 0.13% +141 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: not loaded; 2024Q4: 3,793 shares; 2025Q1: 3,681 shares; 2025Q2: 3,522 shares; 2025Q3: 2,534 shares; 2025Q4: 2,294 shares; 2026Q1: 2,162 shares 2,162 $429K 0.13% -132 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,797 shares; 2025Q3: 2,691 shares; 2025Q4: 4,925 shares; 2026Q1: 6,665 shares 6,665 $423K 0.13% +1,740 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,150 shares; 2025Q1: 1,138 shares; 2025Q2: 1,451 shares; 2025Q3: 1,385 shares; 2025Q4: 1,368 shares; 2026Q1: 1,199 shares 1,199 $421K 0.13% -169 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,550 shares; 2026Q1: 1,552 shares 1,552 $420K 0.13% +2 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,473 shares; 2025Q1: 1,475 shares; 2025Q2: 1,441 shares; 2025Q3: 1,307 shares; 2025Q4: 1,259 shares; 2026Q1: 1,153 shares 1,153 $419K 0.13% -106 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,013 shares; 2025Q1: 954 shares; 2025Q2: 945 shares; 2025Q3: 720 shares; 2025Q4: 696 shares; 2026Q1: 712 shares 712 $419K 0.13% +16 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,630 shares; 2025Q2: 5,543 shares; 2025Q3: 5,428 shares; 2025Q4: 5,026 shares; 2026Q1: 4,932 shares 4,932 $419K 0.13% -94 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 807 shares; 2025Q1: 814 shares; 2025Q2: 876 shares; 2025Q3: 846 shares; 2025Q4: 911 shares; 2026Q1: 983 shares 983 $417K 0.13% +72 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,730 shares; 2025Q1: 2,801 shares; 2025Q2: 2,807 shares; 2025Q3: 2,681 shares; 2025Q4: 2,306 shares; 2026Q1: 2,299 shares 2,299 $414K 0.13% -7 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,821 shares; 2025Q1: 2,586 shares; 2025Q2: 2,291 shares; 2025Q3: 1,610 shares; 2025Q4: 1,355 shares; 2026Q1: 1,395 shares 1,395 $405K 0.12% +40 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,636 shares; 2025Q2: 5,749 shares; 2025Q3: 6,242 shares; 2025Q4: 6,336 shares; 2026Q1: 6,310 shares 6,310 $405K 0.12% -26 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 465 shares; 2025Q2: 467 shares; 2025Q3: 513 shares; 2025Q4: 520 shares; 2026Q1: 540 shares 540 $393K 0.12% +20 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 loaded; 2024Q4: 7,276 shares; 2025Q1: 7,053 shares; 2025Q2: 6,787 shares; 2025Q3: 4,802 shares; 2025Q4: 4,594 shares; 2026Q1: 4,180 shares 4,180 $393K 0.12% -414 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,369 shares; 2025Q4: 8,831 shares; 2026Q1: 8,898 shares 8,898 $393K 0.12% +67 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 loaded; 2024Q4: 6,634 shares; 2025Q1: 6,378 shares; 2025Q2: 6,475 shares; 2025Q3: 6,514 shares; 2025Q4: 7,421 shares; 2026Q1: 7,816 shares 7,816 $392K 0.12% +395 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,118 shares; 2025Q1: 4,197 shares; 2025Q2: 4,131 shares; 2025Q3: 3,765 shares; 2025Q4: 3,636 shares; 2026Q1: 4,710 shares 4,710 $387K 0.12% +1,074 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: not reported; 2026Q1: 2,507 shares 2,507 $385K 0.12% new Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,776 shares; 2025Q3: 2,522 shares; 2025Q4: 1,945 shares; 2026Q1: 3,864 shares 3,864 $384K 0.12% +1,919 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 loaded; 2024Q4: 488 shares; 2025Q1: 502 shares; 2025Q2: 513 shares; 2025Q3: 519 shares; 2025Q4: 512 shares; 2026Q1: 524 shares 524 $382K 0.12% +12 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,402 shares; 2025Q1: 2,389 shares; 2025Q2: 2,409 shares; 2025Q3: 2,423 shares; 2025Q4: 2,385 shares; 2026Q1: 2,403 shares 2,403 $374K 0.11% +18 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,994 shares; 2025Q1: 16,330 shares; 2025Q2: 16,006 shares; 2025Q3: 14,546 shares; 2025Q4: 13,026 shares; 2026Q1: 11,606 shares 11,606 $372K 0.11% -1,420 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,142 shares; 2025Q1: 3,836 shares; 2025Q2: 2,566 shares; 2025Q3: 2,766 shares; 2025Q4: 2,774 shares; 2026Q1: 2,792 shares 2,792 $369K 0.11% +18 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,755 shares; 2025Q1: 3,511 shares; 2025Q2: 3,201 shares; 2025Q3: 1,967 shares; 2025Q4: 1,640 shares; 2026Q1: 1,897 shares 1,897 $368K 0.11% +257 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: not loaded; 2024Q4: 9,614 shares; 2025Q1: 8,551 shares; 2025Q2: 8,227 shares; 2025Q3: 6,431 shares; 2025Q4: 5,452 shares; 2026Q1: 5,568 shares 5,568 $367K 0.11% +116 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,397 shares; 2025Q4: 12,452 shares; 2026Q1: 12,469 shares 12,469 $363K 0.11% +17 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 693 shares 693 $362K 0.11% new Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,887 shares; 2025Q1: 4,756 shares; 2025Q2: 4,823 shares; 2025Q3: 4,614 shares; 2025Q4: 2,542 shares; 2026Q1: 3,921 shares 3,921 $359K 0.11% +1,379 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,822 shares; 2025Q1: 13,686 shares; 2025Q2: 12,304 shares; 2025Q3: 12,933 shares; 2025Q4: 11,756 shares; 2026Q1: 12,726 shares 12,726 $357K 0.11% +970 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 loaded; 2024Q4: 3,333 shares; 2025Q1: 3,377 shares; 2025Q2: 3,558 shares; 2025Q3: 4,032 shares; 2025Q4: 3,823 shares; 2026Q1: 3,599 shares 3,599 $356K 0.11% -224 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 loaded; 2024Q4: 358 shares; 2025Q1: 354 shares; 2025Q2: 388 shares; 2025Q3: 389 shares; 2025Q4: 394 shares; 2026Q1: 396 shares 396 $355K 0.11% +2 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: not loaded; 2024Q4: 2,640 shares; 2025Q1: 2,683 shares; 2025Q2: 3,250 shares; 2025Q3: 2,418 shares; 2025Q4: 2,690 shares; 2026Q1: 2,725 shares 2,725 $351K 0.11% +35 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 656 shares; 2025Q1: 660 shares; 2025Q2: 663 shares; 2025Q3: 631 shares; 2025Q4: 744 shares; 2026Q1: 760 shares 760 $350K 0.11% +16 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,314 shares; 2025Q1: 11,164 shares; 2025Q2: 11,471 shares; 2025Q3: 11,269 shares; 2025Q4: 10,495 shares; 2026Q1: 9,588 shares 9,588 $349K 0.11% -907 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,687 shares; 2025Q3: 1,654 shares; 2025Q4: 1,676 shares; 2026Q1: 1,714 shares 1,714 $349K 0.11% +38 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: not loaded; 2024Q4: 1,755 shares; 2025Q1: 1,352 shares; 2025Q2: 1,092 shares; 2025Q3: 1,013 shares; 2025Q4: 983 shares; 2026Q1: 969 shares 969 $347K 0.1% -14 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,756 shares 1,756 $346K 0.1% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,716 shares; 2025Q1: 3,968 shares; 2025Q2: 4,298 shares; 2025Q3: 4,347 shares; 2025Q4: 4,339 shares; 2026Q1: 4,345 shares 4,345 $346K 0.1% +6 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,924 shares; 2025Q3: 2,063 shares; 2025Q4: 3,137 shares; 2026Q1: 3,256 shares 3,256 $346K 0.1% +119 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 983 shares; 2025Q1: 906 shares; 2025Q2: 923 shares; 2025Q3: 1,030 shares; 2025Q4: 1,131 shares; 2026Q1: 1,253 shares 1,253 $341K 0.1% +122 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,986 shares; 2025Q1: 1,989 shares; 2025Q2: 1,992 shares; 2025Q3: 1,994 shares; 2025Q4: 1,992 shares; 2026Q1: 1,993 shares 1,993 $341K 0.1% +1 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,971 shares 1,971 $338K 0.1% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,632 shares; 2025Q1: 1,507 shares; 2025Q2: 1,345 shares; 2025Q3: 897 shares; 2025Q4: 967 shares; 2026Q1: 948 shares 948 $338K 0.1% -19 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 loaded; 2024Q4: 950 shares; 2025Q1: 659 shares; 2025Q2: 676 shares; 2025Q3: 659 shares; 2025Q4: 3,232 shares; 2026Q1: 3,226 shares 3,226 $337K 0.1% -6 Timeline JMST 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 loaded; 2024Q4: 17,122 shares; 2025Q1: 14,917 shares; 2025Q2: 14,082 shares; 2025Q3: 13,287 shares; 2025Q4: 6,571 shares; 2026Q1: 6,614 shares 6,614 $337K 0.1% +43 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,001 shares; 2026Q1: 4,539 shares 4,539 $336K 0.1% +1,538 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 864 shares; 2025Q1: 876 shares; 2025Q2: 904 shares; 2025Q3: 912 shares; 2025Q4: 923 shares; 2026Q1: 934 shares 934 $335K 0.1% +11 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,248 shares; 2025Q3: 1,251 shares; 2025Q4: 1,241 shares; 2026Q1: 1,268 shares 1,268 $332K 0.1% +27 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,925 shares; 2025Q2: 5,512 shares; 2025Q3: 5,474 shares; 2025Q4: 5,755 shares; 2026Q1: 5,607 shares 5,607 $330K 0.1% -148 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,512 shares; 2025Q1: 2,526 shares; 2025Q2: 2,592 shares; 2025Q3: 2,935 shares; 2025Q4: 3,151 shares; 2026Q1: 3,409 shares 3,409 $327K 0.1% +258 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,191 shares; 2025Q4: 4,785 shares; 2026Q1: 4,975 shares 4,975 $325K 0.1% +190 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: not loaded; 2024Q4: 1,233 shares; 2025Q1: 1,095 shares; 2025Q2: 1,227 shares; 2025Q3: 1,250 shares; 2025Q4: 1,266 shares; 2026Q1: 1,338 shares 1,338 $324K 0.1% +72 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,745 shares; 2025Q1: 16,888 shares; 2025Q2: 16,499 shares; 2025Q3: 15,896 shares; 2025Q4: 14,616 shares; 2026Q1: 9,231 shares 9,231 $324K 0.1% -5,385 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: not loaded; 2024Q4: 787 shares; 2025Q1: 527 shares; 2025Q2: 543 shares; 2025Q3: 551 shares; 2025Q4: 522 shares; 2026Q1: 533 shares 533 $322K 0.1% +11 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,906 shares; 2025Q1: 4,814 shares; 2025Q2: 4,664 shares; 2025Q3: 4,503 shares; 2025Q4: 4,453 shares; 2026Q1: 3,993 shares 3,993 $319K 0.1% -460 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,633 shares; 2025Q1: 3,877 shares; 2025Q2: 3,807 shares; 2025Q3: 2,232 shares; 2025Q4: 2,189 shares; 2026Q1: 3,069 shares 3,069 $318K 0.1% +880 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,629 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,127 shares; 2025Q4: 9,697 shares; 2026Q1: 3,594 shares 3,594 $316K 0.1% -6,103 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,999 shares; 2025Q1: 11,500 shares; 2025Q2: 11,666 shares; 2025Q3: 10,791 shares; 2025Q4: 10,391 shares; 2026Q1: 10,905 shares 10,905 $313K 0.09% +514 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,224 shares; 2026Q1: 2,844 shares 2,844 $312K 0.09% -1,380 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,599 shares; 2025Q1: 1,701 shares; 2025Q2: 1,683 shares; 2025Q3: 1,732 shares; 2025Q4: 1,566 shares; 2026Q1: 1,839 shares 1,839 $311K 0.09% +273 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,729 shares; 2025Q1: 2,818 shares; 2025Q2: 2,795 shares; 2025Q3: 2,670 shares; 2025Q4: 2,658 shares; 2026Q1: 2,328 shares 2,328 $310K 0.09% -330 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,939 shares; 2025Q1: 1,890 shares; 2025Q2: 1,898 shares; 2025Q3: 1,805 shares; 2025Q4: 1,594 shares; 2026Q1: 1,481 shares 1,481 $310K 0.09% -113 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,359 shares; 2026Q1: 4,413 shares 4,413 $308K 0.09% -946 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,339 shares; 2025Q1: 4,321 shares; 2025Q2: 4,334 shares; 2025Q3: 4,323 shares; 2025Q4: 4,351 shares; 2026Q1: 4,395 shares 4,395 $304K 0.09% +44 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,197 shares 1,197 $300K 0.09% 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: not loaded; 2024Q4: 898 shares; 2025Q1: 937 shares; 2025Q2: 859 shares; 2025Q3: 842 shares; 2025Q4: 836 shares; 2026Q1: 848 shares 848 $298K 0.09% +12 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 loaded; 2024Q4: 3,948 shares; 2025Q1: 3,274 shares; 2025Q2: 2,894 shares; 2025Q3: 2,707 shares; 2025Q4: 2,830 shares; 2026Q1: 2,425 shares 2,425 $298K 0.09% -405 Timeline JCPB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,274 shares 6,274 $295K 0.09% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,377 shares; 2025Q1: 3,410 shares; 2025Q2: 3,414 shares; 2025Q3: 3,438 shares; 2025Q4: 3,454 shares; 2026Q1: 3,460 shares 3,460 $295K 0.09% +6 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,132 shares 6,132 $295K 0.09% 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 loaded; 2024Q4: 1,457 shares; 2025Q1: 1,440 shares; 2025Q2: 1,339 shares; 2025Q3: 1,361 shares; 2025Q4: 1,363 shares; 2026Q1: 1,370 shares 1,370 $294K 0.09% +7 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: not loaded; 2024Q4: 1,149 shares; 2025Q1: 1,441 shares; 2025Q2: 1,501 shares; 2025Q3: 1,458 shares; 2025Q4: 1,499 shares; 2026Q1: 1,822 shares 1,822 $292K 0.09% +323 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,809 shares; 2025Q1: 2,684 shares; 2025Q2: 2,630 shares; 2025Q3: 2,583 shares; 2025Q4: 2,383 shares; 2026Q1: 2,180 shares 2,180 $290K 0.09% -203 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 316 shares; 2025Q2: 334 shares; 2025Q3: 329 shares; 2025Q4: 332 shares; 2026Q1: 335 shares 335 $290K 0.09% +3 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,703 shares; 2025Q1: 4,073 shares; 2025Q2: 4,090 shares; 2025Q3: 3,953 shares; 2025Q4: 3,827 shares; 2026Q1: 3,128 shares 3,128 $288K 0.09% -699 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,626 shares; 2025Q1: 6,714 shares; 2025Q2: 7,063 shares; 2025Q3: 7,188 shares; 2025Q4: 7,687 shares; 2026Q1: 8,626 shares 8,626 $286K 0.09% +939 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,117 shares; 2025Q1: 5,076 shares; 2025Q2: 5,080 shares; 2025Q3: 5,091 shares; 2025Q4: 5,089 shares; 2026Q1: 5,099 shares 5,099 $285K 0.09% +10 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,892 shares; 2025Q1: 4,214 shares; 2025Q2: 4,238 shares; 2025Q3: 4,193 shares; 2025Q4: 4,083 shares; 2026Q1: 3,971 shares 3,971 $285K 0.09% -112 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,137 shares; 2025Q4: not reported; 2026Q1: 1,150 shares 1,150 $281K 0.08% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,479 shares; 2025Q1: 6,556 shares; 2025Q2: 6,432 shares; 2025Q3: not reported; 2025Q4: 4,363 shares; 2026Q1: 4,610 shares 4,610 $280K 0.08% +247 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,247 shares; 2025Q2: 1,360 shares; 2025Q3: 1,344 shares; 2025Q4: 1,369 shares; 2026Q1: 1,382 shares 1,382 $275K 0.08% +13 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,687 shares; 2026Q1: 3,098 shares 3,098 $273K 0.08% -589 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,765 shares; 2025Q4: not reported; 2026Q1: 1,991 shares 1,991 $271K 0.08% new 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 loaded; 2024Q4: 6,073 shares; 2025Q1: 6,361 shares; 2025Q2: 6,424 shares; 2025Q3: 4,928 shares; 2025Q4: 4,650 shares; 2026Q1: 3,761 shares 3,761 $271K 0.08% -889 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,256 shares; 2026Q1: 1,280 shares 1,280 $270K 0.08% +24 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 382 shares; 2025Q2: 418 shares; 2025Q3: 445 shares; 2025Q4: 388 shares; 2026Q1: 499 shares 499 $269K 0.08% +111 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $268K 0.08% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,127 shares; 2025Q1: 2,094 shares; 2025Q2: 1,902 shares; 2025Q3: 2,028 shares; 2025Q4: 1,837 shares; 2026Q1: 1,833 shares 1,833 $266K 0.08% -4 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: not loaded; 2024Q4: 2,741 shares; 2025Q1: 2,897 shares; 2025Q2: 3,141 shares; 2025Q3: 3,053 shares; 2025Q4: 2,988 shares; 2026Q1: 2,752 shares 2,752 $265K 0.08% -236 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,309 shares; 2025Q4: 2,308 shares; 2026Q1: 2,336 shares 2,336 $262K 0.08% +28 Timeline IUSB 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 loaded; 2024Q4: not reported; 2025Q1: 6,633 shares; 2025Q2: 5,151 shares; 2025Q3: 4,884 shares; 2025Q4: 5,535 shares; 2026Q1: 5,642 shares 5,642 $261K 0.08% +107 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 644 shares; 2025Q1: 677 shares; 2025Q2: 653 shares; 2025Q3: 650 shares; 2025Q4: 668 shares; 2026Q1: 610 shares 610 $260K 0.08% -58 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 loaded; 2024Q4: 4,253 shares; 2025Q1: 4,677 shares; 2025Q2: 4,688 shares; 2025Q3: 3,918 shares; 2025Q4: 4,384 shares; 2026Q1: 3,889 shares 3,889 $254K 0.08% -495 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,413 shares; 2025Q1: 1,963 shares; 2025Q2: 1,678 shares; 2025Q3: 964 shares; 2025Q4: 865 shares; 2026Q1: 861 shares 861 $247K 0.07% -4 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: not loaded; 2024Q4: 1,682 shares; 2025Q1: 1,838 shares; 2025Q2: 1,909 shares; 2025Q3: 1,924 shares; 2025Q4: 1,900 shares; 2026Q1: 1,880 shares 1,880 $246K 0.07% -20 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,646 shares 2,646 $246K 0.07% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,092 shares; 2025Q3: 2,127 shares; 2025Q4: 2,124 shares; 2026Q1: 2,124 shares 2,124 $240K 0.07% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 436 shares 436 $239K 0.07% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,166 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,625 shares 4,625 $238K 0.07% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,666 shares; 2026Q1: 1,703 shares 1,703 $237K 0.07% +37 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,867 shares; 2025Q1: 15,179 shares; 2025Q2: 22,257 shares; 2025Q3: 22,272 shares; 2025Q4: 22,395 shares; 2026Q1: 20,759 shares 20,759 $234K 0.07% -1,636 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: not loaded; 2024Q4: 5,198 shares; 2025Q1: 5,354 shares; 2025Q2: 5,229 shares; 2025Q3: 5,263 shares; 2025Q4: 5,213 shares; 2026Q1: 5,141 shares 5,141 $233K 0.07% -72 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 971 shares; 2025Q2: 985 shares; 2025Q3: 988 shares; 2025Q4: 1,001 shares; 2026Q1: 1,005 shares 1,005 $231K 0.07% +4 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 687 shares; 2025Q3: 726 shares; 2025Q4: 711 shares; 2026Q1: 734 shares 734 $231K 0.07% +23 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,144 shares; 2025Q4: 2,013 shares; 2026Q1: 2,031 shares 2,031 $230K 0.07% +18 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,910 shares; 2025Q2: 1,982 shares; 2025Q3: not reported; 2025Q4: 2,776 shares; 2026Q1: 3,421 shares 3,421 $223K 0.07% +645 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,333 shares; 2025Q1: 1,262 shares; 2025Q2: 1,283 shares; 2025Q3: 816 shares; 2025Q4: 801 shares; 2026Q1: 825 shares 825 $220K 0.07% +24 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,211 shares; 2025Q1: 2,566 shares; 2025Q2: 2,493 shares; 2025Q3: not reported; 2025Q4: 1,328 shares; 2026Q1: 1,123 shares 1,123 $219K 0.07% -205 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57 shares; 2025Q1: 54 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $219K 0.07% 0 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 loaded; 2024Q4: 642 shares; 2025Q1: 645 shares; 2025Q2: 578 shares; 2025Q3: 320 shares; 2025Q4: not reported; 2026Q1: 449 shares 449 $218K 0.07% 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: not loaded; 2024Q4: 5,318 shares; 2025Q1: 5,047 shares; 2025Q2: 4,424 shares; 2025Q3: 2,957 shares; 2025Q4: 2,455 shares; 2026Q1: 2,367 shares 2,367 $212K 0.06% -88 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,039 shares; 2026Q1: 2,457 shares 2,457 $209K 0.06% +418 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 760 shares; 2025Q1: 694 shares; 2025Q2: 673 shares; 2025Q3: 417 shares; 2025Q4: 377 shares; 2026Q1: 325 shares 325 $208K 0.06% -52 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: not loaded; 2024Q4: 4,960 shares; 2025Q1: not reported; 2025Q2: 2,205 shares; 2025Q3: 6,052 shares; 2025Q4: 5,460 shares; 2026Q1: 2,140 shares 2,140 $208K 0.06% -3,320 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,075 shares; 2025Q1: 1,730 shares; 2025Q2: 1,818 shares; 2025Q3: 1,313 shares; 2025Q4: 1,341 shares; 2026Q1: 1,105 shares 1,105 $206K 0.06% -236 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $202K 0.06% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,509 shares; 2025Q4: not reported; 2026Q1: 2,538 shares 2,538 $202K 0.06% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,210 shares 2,210 $201K 0.06% new Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,211 shares 13,211 $104K 0.03% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,345 shares; 2025Q1: 14,288 shares; 2025Q2: 16,415 shares; 2025Q3: 16,239 shares; 2025Q4: 16,239 shares; 2026Q1: 20,204 shares 20,204 $102K 0.03% +3,965 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,755 shares 10,755 $31.4K 0.01% new Timeline