VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449,949 shares; 2024Q4: 509,748 shares; 2025Q1: 385,343 shares; 2025Q2: 522,736 shares; 2025Q3: 746,587 shares; 2025Q4: 496,393 shares; 2026Q1: 825,448 shares 825,448 $68M 8.4% +329,055 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: 48,711 shares; 2024Q4: 69,071 shares; 2025Q1: 86,251 shares; 2025Q2: 87,626 shares; 2025Q3: 67,493 shares; 2025Q4: 71,275 shares; 2026Q1: 114,592 shares 114,592 $66.1M 8.17% +43,317 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,200 shares; 2024Q4: 348,431 shares; 2025Q1: 450,222 shares; 2025Q2: 490,448 shares; 2025Q3: 577,911 shares; 2025Q4: 641,279 shares; 2026Q1: 646,479 shares 646,479 $38.3M 4.73% +5,200 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446,854 shares; 2024Q4: 496,324 shares; 2025Q1: 481,831 shares; 2025Q2: 630,359 shares; 2025Q3: 456,104 shares; 2025Q4: 491,441 shares; 2026Q1: 785,788 shares 785,788 $36.9M 4.55% +294,347 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: 87,812 shares; 2024Q4: 93,607 shares; 2025Q1: 113,511 shares; 2025Q2: 126,519 shares; 2025Q3: 145,365 shares; 2025Q4: 131,556 shares; 2026Q1: 162,991 shares 162,991 $32M 3.95% +31,435 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: 39,744 shares; 2024Q4: 33,733 shares; 2025Q1: 35,446 shares; 2025Q2: 52,483 shares; 2025Q3: 39,248 shares; 2025Q4: 42,397 shares; 2026Q1: 70,194 shares 70,194 $30.7M 3.79% +27,797 Timeline SPTS 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: 474,027 shares; 2024Q4: 382,175 shares; 2025Q1: 650,438 shares; 2025Q2: 426,169 shares; 2025Q3: 465,094 shares; 2025Q4: 933,179 shares; 2026Q1: 999,047 shares 999,047 $29.2M 3.6% +65,868 Timeline SPTI 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: 409,355 shares; 2024Q4: 303,727 shares; 2025Q1: 329,952 shares; 2025Q2: 613,111 shares; 2025Q3: 440,017 shares; 2025Q4: 814,416 shares; 2026Q1: 868,583 shares 868,583 $24.9M 3.07% +54,167 Timeline SPSM 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: 245,365 shares; 2024Q4: 261,609 shares; 2025Q1: 350,684 shares; 2025Q2: 385,013 shares; 2025Q3: 282,654 shares; 2025Q4: 305,662 shares; 2026Q1: 503,692 shares 503,692 $24.3M 3.01% +198,030 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,865 shares; 2024Q4: 48,415 shares; 2025Q1: 33,793 shares; 2025Q2: 45,146 shares; 2025Q3: 52,788 shares; 2025Q4: 38,643 shares; 2026Q1: 53,850 shares 53,850 $23.2M 2.86% +15,207 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 780,612 shares; 2024Q4: 938,605 shares; 2025Q1: 646,197 shares; 2025Q2: 423,442 shares; 2025Q3: 1,062,922 shares; 2025Q4: 1,163,796 shares; 2026Q1: 186,884 shares 186,884 $17.1M 2.12% -976,912 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: 8,691 shares; 2024Q4: 9,764 shares; 2025Q1: 13,091 shares; 2025Q2: 17,618 shares; 2025Q3: 19,000 shares; 2025Q4: 32,873 shares; 2026Q1: 24,714 shares 24,714 $16.1M 1.99% -8,159 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,711 shares; 2024Q4: 166,801 shares; 2025Q1: 314,800 shares; 2025Q2: 337,163 shares; 2025Q3: 227,299 shares; 2025Q4: 452,966 shares; 2026Q1: 491,406 shares 491,406 $14.8M 1.82% +38,440 Timeline MBB 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: 79,821 shares; 2024Q4: 64,282 shares; 2025Q1: 86,221 shares; 2025Q2: 81,466 shares; 2025Q3: 69,804 shares; 2025Q4: 84,877 shares; 2026Q1: 143,460 shares 143,460 $13.6M 1.68% +58,583 Timeline SGOV 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: 150,375 shares; 2024Q4: 142,609 shares; 2025Q1: 217,394 shares; 2025Q2: 206,967 shares; 2025Q3: 135,224 shares; 2025Q4: 179,629 shares; 2026Q1: 126,951 shares 126,951 $12.8M 1.58% -52,678 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,560 shares; 2024Q4: 44,447 shares; 2025Q1: 45,312 shares; 2025Q2: 47,237 shares; 2025Q3: 48,605 shares; 2025Q4: 50,709 shares; 2026Q1: 48,929 shares 48,929 $12.4M 1.53% -1,780 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292,270 shares; 2024Q4: 332,179 shares; 2025Q1: 253,040 shares; 2025Q2: 262,140 shares; 2025Q3: 297,414 shares; 2025Q4: 317,563 shares; 2026Q1: 328,334 shares 328,334 $11.9M 1.47% +10,771 Timeline SPTL 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: 137,645 shares; 2024Q4: 106,292 shares; 2025Q1: 200,189 shares; 2025Q2: 186,306 shares; 2025Q3: 171,947 shares; 2025Q4: 251,361 shares; 2026Q1: 334,602 shares 334,602 $8.8M 1.09% +83,241 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,799 shares; 2024Q4: 29,587 shares; 2025Q1: 30,803 shares; 2025Q2: 34,321 shares; 2025Q3: 39,155 shares; 2025Q4: 56,341 shares; 2026Q1: 77,533 shares 77,533 $8.56M 1.06% +21,192 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: 107,419 shares; 2024Q4: 117,318 shares; 2025Q1: 147,583 shares; 2025Q2: 159,201 shares; 2025Q3: 117,826 shares; 2025Q4: 220,218 shares; 2026Q1: 240,422 shares 240,422 $8.06M 1% +20,204 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395,557 shares; 2024Q4: 318,854 shares; 2025Q1: 342,560 shares; 2025Q2: 361,038 shares; 2025Q3: 421,463 shares; 2025Q4: 478,361 shares; 2026Q1: 464,202 shares 464,202 $8.04M 0.99% -14,159 Timeline SPHY 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: 196,864 shares; 2024Q4: 207,311 shares; 2025Q1: 212,889 shares; 2025Q2: 227,697 shares; 2025Q3: 153,282 shares; 2025Q4: 173,276 shares; 2026Q1: 330,375 shares 330,375 $7.7M 0.95% +157,099 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,921 shares; 2025Q4: 5,181 shares; 2026Q1: 148,483 shares 148,483 $7.33M 0.91% +143,302 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: 18,686 shares; 2024Q4: 28,305 shares; 2025Q1: 22,803 shares; 2025Q2: 29,157 shares; 2025Q3: 32,600 shares; 2025Q4: 38,844 shares; 2026Q1: 37,634 shares 37,634 $6.56M 0.81% -1,210 Timeline EMB 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: 32,368 shares; 2024Q4: 35,184 shares; 2025Q1: 43,629 shares; 2025Q2: 47,593 shares; 2025Q3: 33,093 shares; 2025Q4: 37,064 shares; 2026Q1: 64,684 shares 64,684 $6.08M 0.75% +27,620 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98,423 shares 98,423 $4.92M 0.61% new Timeline FALN 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: 87,711 shares; 2024Q4: 94,179 shares; 2025Q1: 96,188 shares; 2025Q2: 68,426 shares; 2025Q3: 125,249 shares; 2025Q4: 116,426 shares; 2026Q1: 156,997 shares 156,997 $4.19M 0.52% +40,571 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,691 shares; 2024Q4: 22,724 shares; 2025Q1: 18,205 shares; 2025Q2: 32,325 shares; 2025Q3: 37,199 shares; 2025Q4: 26,055 shares; 2026Q1: 45,430 shares 45,430 $4.03M 0.5% +19,375 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: 3,737 shares; 2024Q4: 4,937 shares; 2025Q1: 4,951 shares; 2025Q2: 6,085 shares; 2025Q3: 7,171 shares; 2025Q4: 8,937 shares; 2026Q1: 10,704 shares 10,704 $3.96M 0.49% +1,767 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 reported; 2024Q4: 4,004 shares; 2025Q1: 12,370 shares; 2025Q2: 14,177 shares; 2025Q3: 17,403 shares; 2025Q4: 31,136 shares; 2026Q1: 31,726 shares 31,726 $3.94M 0.49% +590 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: 22,334 shares; 2024Q4: 6,490 shares; 2025Q1: 7,396 shares; 2025Q2: 10,636 shares; 2025Q3: 12,342 shares; 2025Q4: 12,331 shares; 2026Q1: 15,728 shares 15,728 $3.28M 0.4% +3,397 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: 4,062 shares; 2024Q4: 4,965 shares; 2025Q1: 5,204 shares; 2025Q2: 5,466 shares; 2025Q3: 6,723 shares; 2025Q4: 7,589 shares; 2026Q1: 8,779 shares 8,779 $3.26M 0.4% +1,190 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: 6,227 shares; 2024Q4: 7,055 shares; 2025Q1: 7,002 shares; 2025Q2: 8,050 shares; 2025Q3: 9,092 shares; 2025Q4: 8,849 shares; 2026Q1: 11,005 shares 11,005 $3.16M 0.39% +2,156 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: 1,055 shares; 2024Q4: 2,550 shares; 2025Q1: 2,446 shares; 2025Q2: 2,543 shares; 2025Q3: 2,347 shares; 2025Q4: 4,380 shares; 2026Q1: 4,582 shares 4,582 $2.99M 0.37% +202 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 1,777 shares; 2025Q1: 1,004 shares; 2025Q2: 1,128 shares; 2025Q3: 1,486 shares; 2025Q4: 4,363 shares; 2026Q1: 21,789 shares 21,789 $2.9M 0.36% +17,426 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: 5,052 shares; 2024Q4: 6,478 shares; 2025Q1: 7,043 shares; 2025Q2: 6,258 shares; 2025Q3: 7,351 shares; 2025Q4: 8,086 shares; 2026Q1: 9,354 shares 9,354 $2.9M 0.36% +1,268 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,647 shares; 2024Q4: 14,799 shares; 2025Q1: 22,615 shares; 2025Q2: 26,989 shares; 2025Q3: 26,264 shares; 2025Q4: 29,401 shares; 2026Q1: 26,211 shares 26,211 $2.89M 0.36% -3,190 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: 7,770 shares; 2024Q4: 14,266 shares; 2025Q1: 7,385 shares; 2025Q2: 14,566 shares; 2025Q3: 5,769 shares; 2025Q4: 22,352 shares; 2026Q1: 21,283 shares 21,283 $2.81M 0.35% -1,069 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,913 shares; 2025Q4: 38,154 shares; 2026Q1: 55,857 shares 55,857 $2.75M 0.34% +17,703 Timeline PRSD SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 964,197 shares; 2026Q1: 104,431 shares 104,431 $2.61M 0.32% -859,766 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,372 shares; 2025Q3: 62,198 shares; 2025Q4: 80,389 shares; 2026Q1: 100,402 shares 100,402 $2.36M 0.29% +20,013 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,835 shares; 2025Q3: 28,240 shares; 2025Q4: 38,703 shares; 2026Q1: 48,451 shares 48,451 $2.33M 0.29% +9,748 Timeline JBBB 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,198 shares; 2025Q3: 31,288 shares; 2025Q4: 39,063 shares; 2026Q1: 49,355 shares 49,355 $2.3M 0.28% +10,292 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,401 shares; 2025Q3: 35,534 shares; 2025Q4: 44,029 shares; 2026Q1: 55,638 shares 55,638 $2.23M 0.28% +11,609 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,944 shares; 2024Q4: 2,170 shares; 2025Q1: 1,632 shares; 2025Q2: 1,842 shares; 2025Q3: 2,363 shares; 2025Q4: 3,106 shares; 2026Q1: 3,889 shares 3,889 $2.22M 0.27% +783 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,643 shares; 2025Q3: 77,206 shares; 2025Q4: 84,217 shares; 2026Q1: 108,103 shares 108,103 $2.21M 0.27% +23,886 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,582 shares; 2025Q3: 60,261 shares; 2025Q4: 65,971 shares; 2026Q1: 84,650 shares 84,650 $2.17M 0.27% +18,679 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,941 shares; 2025Q3: 32,872 shares; 2025Q4: 36,612 shares; 2026Q1: 48,295 shares 48,295 $2.16M 0.27% +11,683 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,176 shares; 2024Q4: 8,750 shares; 2025Q1: 11,149 shares; 2025Q2: 7,030 shares; 2025Q3: 8,950 shares; 2025Q4: 9,682 shares; 2026Q1: 13,599 shares 13,599 $2.16M 0.27% +3,917 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: 717 shares; 2024Q4: 1,022 shares; 2025Q1: 860 shares; 2025Q2: 265 shares; 2025Q3: 297 shares; 2025Q4: 1,843 shares; 2026Q1: 2,326 shares 2,326 $2.14M 0.26% +483 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: 645 shares; 2024Q4: 2,265 shares; 2025Q1: 1,999 shares; 2025Q2: 2,786 shares; 2025Q3: 5,221 shares; 2025Q4: 1,063 shares; 2026Q1: 10,540 shares 10,540 $2.09M 0.26% +9,477 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: 13,245 shares; 2024Q4: 13,634 shares; 2025Q1: 11,605 shares; 2025Q2: 10,069 shares; 2025Q3: 9,537 shares; 2025Q4: 11,950 shares; 2026Q1: 12,017 shares 12,017 $2.04M 0.25% +67 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,422 shares; 2025Q3: 31,365 shares; 2025Q4: 35,606 shares; 2026Q1: 46,694 shares 46,694 $1.98M 0.24% +11,088 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,592 shares; 2025Q3: 27,768 shares; 2025Q4: 30,415 shares; 2026Q1: 37,083 shares 37,083 $1.95M 0.24% +6,668 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: 12,756 shares; 2024Q4: 12,950 shares; 2025Q1: 7,906 shares; 2025Q2: 13,138 shares; 2025Q3: 16,151 shares; 2025Q4: 15,241 shares; 2026Q1: 13,693 shares 13,693 $1.91M 0.24% -1,548 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,659 shares; 2025Q3: 30,061 shares; 2025Q4: 32,553 shares; 2026Q1: 37,699 shares 37,699 $1.9M 0.23% +5,146 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: 4,679 shares; 2024Q4: 5,454 shares; 2025Q1: not reported; 2025Q2: 6,312 shares; 2025Q3: 9,022 shares; 2025Q4: 11,669 shares; 2026Q1: 14,655 shares 14,655 $1.89M 0.23% +2,986 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 2,840 shares; 2025Q1: 2,989 shares; 2025Q2: 2,836 shares; 2025Q3: 4,379 shares; 2025Q4: 6,389 shares; 2026Q1: 9,460 shares 9,460 $1.88M 0.23% +3,071 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,461 shares; 2025Q3: 25,370 shares; 2025Q4: 27,785 shares; 2026Q1: 35,235 shares 35,235 $1.83M 0.23% +7,450 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,478 shares; 2025Q3: 27,291 shares; 2025Q4: 29,556 shares; 2026Q1: 35,181 shares 35,181 $1.82M 0.23% +5,625 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,497 shares; 2025Q3: 27,624 shares; 2025Q4: 29,754 shares; 2026Q1: 34,827 shares 34,827 $1.73M 0.21% +5,073 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,857 shares; 2025Q3: 40,231 shares; 2025Q4: 34,659 shares; 2026Q1: 42,992 shares 42,992 $1.73M 0.21% +8,333 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,597 shares; 2025Q3: 27,665 shares; 2025Q4: 29,346 shares; 2026Q1: 33,731 shares 33,731 $1.72M 0.21% +4,385 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,442 shares; 2024Q4: not reported; 2025Q1: 9,490 shares; 2025Q2: 3,888 shares; 2025Q3: 3,385 shares; 2025Q4: 3,123 shares; 2026Q1: 6,844 shares 6,844 $1.69M 0.21% +3,721 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,255 shares; 2025Q1: not reported; 2025Q2: 2,438 shares; 2025Q3: 3,638 shares; 2025Q4: not reported; 2026Q1: 5,064 shares 5,064 $1.65M 0.2% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,913 shares; 2025Q3: 28,330 shares; 2025Q4: 28,080 shares; 2026Q1: 33,262 shares 33,262 $1.65M 0.2% +5,182 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,380 shares; 2025Q3: 45,906 shares; 2025Q4: 49,865 shares; 2026Q1: 62,740 shares 62,740 $1.64M 0.2% +12,875 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,790 shares; 2024Q4: 151,838 shares; 2025Q1: 19,578 shares; 2025Q2: 19,985 shares; 2025Q3: 33,997 shares; 2025Q4: 38,680 shares; 2026Q1: 42,585 shares 42,585 $1.64M 0.2% +3,905 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,726 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,812 shares 8,812 $1.61M 0.2% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,881 shares; 2025Q1: 3,650 shares; 2025Q2: 3,592 shares; 2025Q3: 4,814 shares; 2025Q4: 6,706 shares; 2026Q1: 7,618 shares 7,618 $1.58M 0.2% +912 Timeline EMHY 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,365 shares; 2025Q3: 28,561 shares; 2025Q4: 31,304 shares; 2026Q1: 39,894 shares 39,894 $1.57M 0.19% +8,590 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,953 shares; 2025Q3: 26,405 shares; 2025Q4: 25,601 shares; 2026Q1: 30,642 shares 30,642 $1.55M 0.19% +5,041 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,050 shares; 2025Q3: 26,665 shares; 2025Q4: 25,468 shares; 2026Q1: 30,798 shares 30,798 $1.54M 0.19% +5,330 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,248 shares; 2025Q3: 12,955 shares; 2025Q4: 15,575 shares; 2026Q1: 14,259 shares 14,259 $1.54M 0.19% -1,316 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,676 shares; 2025Q3: 40,448 shares; 2025Q4: 44,148 shares; 2026Q1: 55,267 shares 55,267 $1.5M 0.19% +11,119 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 reported; 2024Q4: not reported; 2025Q1: 15,448 shares; 2025Q2: 13,420 shares; 2025Q3: 13,429 shares; 2025Q4: not reported; 2026Q1: 29,164 shares 29,164 $1.5M 0.19% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,766 shares; 2025Q4: 4,789 shares; 2026Q1: 6,103 shares 6,103 $1.48M 0.18% +1,314 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 4,583 shares; 2025Q1: not reported; 2025Q2: 5,377 shares; 2025Q3: 7,011 shares; 2025Q4: 10,094 shares; 2026Q1: 10,904 shares 10,904 $1.47M 0.18% +810 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: 4,714 shares; 2024Q4: 13,705 shares; 2025Q1: 12,771 shares; 2025Q2: 11,961 shares; 2025Q3: 14,108 shares; 2025Q4: 13,868 shares; 2026Q1: 15,242 shares 15,242 $1.46M 0.18% +1,374 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,720 shares; 2024Q4: 7,784 shares; 2025Q1: not reported; 2025Q2: 5,064 shares; 2025Q3: 4,725 shares; 2025Q4: 4,406 shares; 2026Q1: 16,053 shares 16,053 $1.45M 0.18% +11,647 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 945 shares; 2026Q1: 7,231 shares 7,231 $1.43M 0.18% +6,286 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 2,527 shares; 2025Q1: 3,105 shares; 2025Q2: 3,364 shares; 2025Q3: 3,120 shares; 2025Q4: 4,919 shares; 2026Q1: 5,365 shares 5,365 $1.43M 0.18% +446 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,164 shares; 2025Q3: 21,864 shares; 2025Q4: 23,146 shares; 2026Q1: 20,872 shares 20,872 $1.42M 0.18% -2,274 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: 4,219 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,904 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,699 shares 6,699 $1.42M 0.17% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,160 shares; 2024Q4: 7,925 shares; 2025Q1: 6,024 shares; 2025Q2: 5,467 shares; 2025Q3: 1,584 shares; 2025Q4: 4,493 shares; 2026Q1: 5,776 shares 5,776 $1.41M 0.17% +1,283 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: 2,764 shares; 2024Q4: 4,349 shares; 2025Q1: 2,795 shares; 2025Q2: 2,793 shares; 2025Q3: 3,252 shares; 2025Q4: 5,683 shares; 2026Q1: 4,240 shares 4,240 $1.39M 0.17% -1,443 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,195 shares; 2026Q1: 6,802 shares 6,802 $1.39M 0.17% +5,607 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,062 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,040 shares; 2026Q1: 3,472 shares 3,472 $1.38M 0.17% +1,432 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 4,792 shares; 2025Q1: 3,329 shares; 2025Q2: 7,039 shares; 2025Q3: 10,167 shares; 2025Q4: 11,117 shares; 2026Q1: 17,855 shares 17,855 $1.37M 0.17% +6,738 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,829 shares; 2025Q4: 3,300 shares; 2026Q1: 11,080 shares 11,080 $1.37M 0.17% +7,780 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,269 shares; 2025Q2: 49,316 shares; 2025Q3: 66,022 shares; 2025Q4: 68,345 shares; 2026Q1: 86,016 shares 86,016 $1.36M 0.17% +17,671 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,245 shares; 2024Q4: 8,967 shares; 2025Q1: 11,630 shares; 2025Q2: 12,656 shares; 2025Q3: 14,563 shares; 2025Q4: 21,887 shares; 2026Q1: 19,511 shares 19,511 $1.35M 0.17% -2,376 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: 6,814 shares; 2024Q4: 8,493 shares; 2025Q1: 5,784 shares; 2025Q2: 5,786 shares; 2025Q3: 7,709 shares; 2025Q4: 8,957 shares; 2026Q1: 9,041 shares 9,041 $1.32M 0.16% +84 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,224 shares; 2025Q4: not reported; 2026Q1: 21,512 shares 21,512 $1.32M 0.16% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,743 shares; 2025Q3: 12,828 shares; 2025Q4: not reported; 2026Q1: 22,436 shares 22,436 $1.31M 0.16% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,552 shares; 2025Q2: 5,349 shares; 2025Q3: 5,912 shares; 2025Q4: 13,521 shares; 2026Q1: 10,088 shares 10,088 $1.31M 0.16% -3,433 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,352 shares; 2025Q1: 2,970 shares; 2025Q2: 3,336 shares; 2025Q3: 3,952 shares; 2025Q4: 4,922 shares; 2026Q1: 5,539 shares 5,539 $1.28M 0.16% +617 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,015 shares; 2025Q4: not reported; 2026Q1: 12,797 shares 12,797 $1.25M 0.15% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 3,068 shares; 2025Q1: 3,467 shares; 2025Q2: 3,849 shares; 2025Q3: 5,033 shares; 2025Q4: 6,217 shares; 2026Q1: 7,820 shares 7,820 $1.23M 0.15% +1,603 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 reported; 2024Q4: not reported; 2025Q1: 437 shares; 2025Q2: 1,274 shares; 2025Q3: 592 shares; 2025Q4: 2,904 shares; 2026Q1: 2,556 shares 2,556 $1.22M 0.15% -348 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,763 shares; 2025Q4: 12,637 shares; 2026Q1: 12,971 shares 12,971 $1.22M 0.15% +334 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,281 shares; 2025Q1: 3,463 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,110 shares; 2026Q1: 7,809 shares 7,809 $1.21M 0.15% +6,699 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,139 shares; 2024Q4: 7,879 shares; 2025Q1: 8,529 shares; 2025Q2: 9,398 shares; 2025Q3: 10,854 shares; 2025Q4: 14,257 shares; 2026Q1: 17,290 shares 17,290 $1.18M 0.15% +3,033 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: 2,042 shares; 2024Q4: 2,358 shares; 2025Q1: not reported; 2025Q2: 2,591 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,723 shares 3,723 $1.17M 0.14% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,809 shares; 2024Q4: 5,891 shares; 2025Q1: 5,697 shares; 2025Q2: 4,751 shares; 2025Q3: 4,257 shares; 2025Q4: 15,126 shares; 2026Q1: 12,534 shares 12,534 $1.13M 0.14% -2,592 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: 9,947 shares; 2024Q4: 11,938 shares; 2025Q1: 5,997 shares; 2025Q2: 11,663 shares; 2025Q3: 5,430 shares; 2025Q4: 16,084 shares; 2026Q1: 17,245 shares 17,245 $1.11M 0.14% +1,161 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: 6,260 shares; 2024Q4: 10,309 shares; 2025Q1: 1,411 shares; 2025Q2: 1,332 shares; 2025Q3: 3,917 shares; 2025Q4: 1,427 shares; 2026Q1: 4,546 shares 4,546 $1.1M 0.14% +3,119 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 542 shares; 2025Q4: 1,669 shares; 2026Q1: 1,841 shares 1,841 $1.1M 0.14% +172 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: 3,718 shares; 2024Q4: 4,107 shares; 2025Q1: 4,166 shares; 2025Q2: 3,965 shares; 2025Q3: 4,021 shares; 2025Q4: 8,423 shares; 2026Q1: 7,550 shares 7,550 $1.09M 0.13% -873 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,355 shares; 2025Q1: 12,926 shares; 2025Q2: 10,588 shares; 2025Q3: 9,325 shares; 2025Q4: 25,804 shares; 2026Q1: 25,421 shares 25,421 $1.08M 0.13% -383 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 893 shares; 2025Q1: 816 shares; 2025Q2: 802 shares; 2025Q3: 784 shares; 2025Q4: 773 shares; 2026Q1: 768 shares 768 $1.06M 0.13% -5 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,035 shares; 2025Q3: not reported; 2025Q4: 6,230 shares; 2026Q1: 6,375 shares 6,375 $1.06M 0.13% +145 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 5,317 shares; 2025Q1: 4,607 shares; 2025Q2: 5,634 shares; 2025Q3: 5,123 shares; 2025Q4: 6,262 shares; 2026Q1: 8,272 shares 8,272 $1.06M 0.13% +2,010 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,975 shares 4,975 $1.05M 0.13% new 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: 3,111 shares; 2024Q4: 3,234 shares; 2025Q1: 2,957 shares; 2025Q2: 3,105 shares; 2025Q3: 3,729 shares; 2025Q4: 5,922 shares; 2026Q1: 6,997 shares 6,997 $1.03M 0.13% +1,075 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,605 shares; 2024Q4: 8,908 shares; 2025Q1: 8,210 shares; 2025Q2: 6,978 shares; 2025Q3: 15,862 shares; 2025Q4: 20,776 shares; 2026Q1: 22,133 shares 22,133 $1.03M 0.13% +1,357 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,057 shares 7,057 $1.01M 0.12% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,473 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,980 shares 5,980 $1.01M 0.12% new Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,895 shares; 2025Q1: 34,671 shares; 2025Q2: 40,837 shares; 2025Q3: 49,060 shares; 2025Q4: 48,157 shares; 2026Q1: 47,355 shares 47,355 $993K 0.12% -802 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,727 shares; 2025Q3: not reported; 2025Q4: 15,515 shares; 2026Q1: 46,092 shares 46,092 $983K 0.12% +30,577 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,901 shares; 2025Q2: 6,402 shares; 2025Q3: 14,472 shares; 2025Q4: 15,135 shares; 2026Q1: 15,915 shares 15,915 $983K 0.12% +780 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,103 shares; 2025Q3: 1,624 shares; 2025Q4: not reported; 2026Q1: 1,119 shares 1,119 $968K 0.12% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,954 shares; 2025Q4: not reported; 2026Q1: 5,534 shares 5,534 $949K 0.12% new Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,333 shares; 2025Q1: 28,429 shares; 2025Q2: 33,184 shares; 2025Q3: 38,142 shares; 2025Q4: 37,663 shares; 2026Q1: 37,983 shares 37,983 $941K 0.12% +320 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,871 shares; 2026Q1: 18,831 shares 18,831 $939K 0.12% +5,960 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,904 shares; 2026Q1: 6,036 shares 6,036 $937K 0.12% -868 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: not reported; 2025Q1: 963 shares; 2025Q2: 1,159 shares; 2025Q3: not reported; 2025Q4: 3,229 shares; 2026Q1: 2,852 shares 2,852 $932K 0.12% -377 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,661 shares 13,661 $923K 0.11% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,931 shares; 2025Q3: 2,156 shares; 2025Q4: 2,396 shares; 2026Q1: 2,618 shares 2,618 $921K 0.11% +222 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: 7,001 shares; 2024Q4: 7,716 shares; 2025Q1: 1,747 shares; 2025Q2: 6,061 shares; 2025Q3: 5,800 shares; 2025Q4: 7,142 shares; 2026Q1: 4,353 shares 4,353 $901K 0.11% -2,789 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,928 shares; 2024Q4: 16,942 shares; 2025Q1: 16,942 shares; 2025Q2: 28,517 shares; 2025Q3: 27,508 shares; 2025Q4: 17,247 shares; 2026Q1: 17,229 shares 17,229 $896K 0.11% -18 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,556 shares; 2025Q1: 35,377 shares; 2025Q2: 38,473 shares; 2025Q3: 23,628 shares; 2025Q4: 23,035 shares; 2026Q1: 22,471 shares 22,471 $893K 0.11% -564 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,413 shares; 2024Q4: 26,699 shares; 2025Q1: 23,352 shares; 2025Q2: 19,637 shares; 2025Q3: 17,864 shares; 2025Q4: not reported; 2026Q1: 46,439 shares 46,439 $890K 0.11% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,486 shares; 2026Q1: 2,904 shares 2,904 $884K 0.11% +418 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,817 shares; 2025Q4: 6,228 shares; 2026Q1: 7,768 shares 7,768 $861K 0.11% +1,540 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,035 shares; 2025Q1: 1,189 shares; 2025Q2: 1,996 shares; 2025Q3: 2,143 shares; 2025Q4: 2,641 shares; 2026Q1: 2,839 shares 2,839 $844K 0.1% +198 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 725 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,416 shares; 2026Q1: 2,782 shares 2,782 $830K 0.1% +366 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,510 shares; 2025Q4: 9,602 shares; 2026Q1: 14,265 shares 14,265 $830K 0.1% +4,663 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,083 shares; 2024Q4: 31,117 shares; 2025Q1: 39,711 shares; 2025Q2: 40,318 shares; 2025Q3: 43,733 shares; 2025Q4: 40,303 shares; 2026Q1: 38,465 shares 38,465 $798K 0.1% -1,838 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,832 shares; 2025Q3: 3,149 shares; 2025Q4: 5,059 shares; 2026Q1: 5,686 shares 5,686 $791K 0.1% +627 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: 636 shares; 2024Q4: 1,210 shares; 2025Q1: 3,308 shares; 2025Q2: 1,561 shares; 2025Q3: not reported; 2025Q4: 1,905 shares; 2026Q1: 1,305 shares 1,305 $788K 0.1% -600 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,558 shares 10,558 $780K 0.1% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,558 shares; 2024Q4: not reported; 2025Q1: 14,509 shares; 2025Q2: 15,517 shares; 2025Q3: 6,793 shares; 2025Q4: 15,233 shares; 2026Q1: 19,270 shares 19,270 $769K 0.09% +4,037 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,571 shares; 2025Q4: 19,571 shares; 2026Q1: 19,523 shares 19,523 $768K 0.09% -48 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 821 shares; 2025Q3: 962 shares; 2025Q4: 1,192 shares; 2026Q1: 1,342 shares 1,342 $768K 0.09% +150 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,329 shares; 2025Q4: 26,916 shares; 2026Q1: 29,741 shares 29,741 $762K 0.09% +2,825 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,097 shares; 2025Q4: 3,954 shares; 2026Q1: 3,133 shares 3,133 $746K 0.09% -821 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: 3,678 shares; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: 5,636 shares; 2025Q3: 6,650 shares; 2025Q4: 2,698 shares; 2026Q1: 2,521 shares 2,521 $742K 0.09% -177 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,217 shares; 2024Q4: 31,520 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,391 shares; 2025Q4: 16,333 shares; 2026Q1: 30,658 shares 30,658 $730K 0.09% +14,325 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,307 shares; 2025Q2: 8,345 shares; 2025Q3: 9,788 shares; 2025Q4: not reported; 2026Q1: 16,990 shares 16,990 $729K 0.09% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.09% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,700 shares; 2026Q1: 4,445 shares 4,445 $704K 0.09% +745 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,161 shares; 2025Q1: 1,438 shares; 2025Q2: 1,739 shares; 2025Q3: 1,764 shares; 2025Q4: 3,416 shares; 2026Q1: 3,482 shares 3,482 $693K 0.09% +66 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: 26,208 shares; 2024Q4: 26,994 shares; 2025Q1: 24,708 shares; 2025Q2: 17,123 shares; 2025Q3: 17,045 shares; 2025Q4: 17,579 shares; 2026Q1: 13,704 shares 13,704 $688K 0.08% -3,875 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,960 shares; 2026Q1: 12,127 shares 12,127 $686K 0.08% -2,833 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 971 shares; 2026Q1: 1,426 shares 1,426 $685K 0.08% +455 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,297 shares 4,297 $679K 0.08% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,695 shares; 2025Q2: 4,621 shares; 2025Q3: 2,178 shares; 2025Q4: 2,525 shares; 2026Q1: 2,451 shares 2,451 $663K 0.08% -74 Timeline TXXI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,175 shares 13,175 $661K 0.08% new 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: 9,196 shares; 2024Q4: 9,430 shares; 2025Q1: 9,467 shares; 2025Q2: 9,351 shares; 2025Q3: 8,930 shares; 2025Q4: 9,058 shares; 2026Q1: 10,224 shares 10,224 $655K 0.08% +1,166 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,008 shares; 2025Q2: 3,328 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,906 shares 7,906 $654K 0.08% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,064 shares 4,064 $652K 0.08% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,510 shares; 2026Q1: 1,531 shares 1,531 $651K 0.08% +21 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,189 shares; 2025Q1: not reported; 2025Q2: 10,211 shares; 2025Q3: 14,864 shares; 2025Q4: 16,449 shares; 2026Q1: 25,106 shares 25,106 $643K 0.08% +8,657 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,860 shares; 2026Q1: 7,030 shares 7,030 $636K 0.08% +1,170 Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,519 shares; 2025Q3: 14,519 shares; 2025Q4: 14,519 shares; 2026Q1: 14,519 shares 14,519 $623K 0.08% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,674 shares; 2025Q4: 8,709 shares; 2026Q1: 8,867 shares 8,867 $618K 0.08% +158 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: 1,823 shares; 2024Q4: 2,065 shares; 2025Q1: 2,002 shares; 2025Q2: 2,391 shares; 2025Q3: 2,840 shares; 2025Q4: 3,404 shares; 2026Q1: 2,152 shares 2,152 $617K 0.08% -1,252 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,433 shares; 2026Q1: 6,302 shares 6,302 $617K 0.08% -2,131 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 reported; 2024Q4: 1,280 shares; 2025Q1: 2,835 shares; 2025Q2: 5,805 shares; 2025Q3: not reported; 2025Q4: 10,103 shares; 2026Q1: 10,787 shares 10,787 $615K 0.08% +684 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 420 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 955 shares 955 $612K 0.08% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,834 shares; 2026Q1: 7,960 shares 7,960 $605K 0.07% -1,874 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: 22,197 shares; 2024Q4: 22,979 shares; 2025Q1: 16,246 shares; 2025Q2: 3,510 shares; 2025Q3: 4,991 shares; 2025Q4: 7,168 shares; 2026Q1: 7,762 shares 7,762 $602K 0.07% +594 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: 5,651 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,383 shares; 2026Q1: 3,292 shares 3,292 $600K 0.07% -1,091 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,450 shares; 2025Q1: 2,018 shares; 2025Q2: 2,563 shares; 2025Q3: 3,141 shares; 2025Q4: 3,780 shares; 2026Q1: 4,136 shares 4,136 $598K 0.07% +356 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 3,711 shares; 2025Q1: not reported; 2025Q2: 1,590 shares; 2025Q3: 2,346 shares; 2025Q4: 3,248 shares; 2026Q1: 2,869 shares 2,869 $584K 0.07% -379 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,833 shares; 2024Q4: 2,451 shares; 2025Q1: 2,935 shares; 2025Q2: 5,684 shares; 2025Q3: 6,944 shares; 2025Q4: 8,360 shares; 2026Q1: 13,627 shares 13,627 $580K 0.07% +5,267 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,514 shares 2,514 $579K 0.07% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,281 shares; 2024Q4: 24,527 shares; 2025Q1: not reported; 2025Q2: 19,286 shares; 2025Q3: 55,609 shares; 2025Q4: not reported; 2026Q1: 65,998 shares 65,998 $576K 0.07% new Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,246 shares 4,246 $575K 0.07% new Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,333 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,728 shares; 2026Q1: 7,285 shares 7,285 $568K 0.07% -3,443 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,255 shares 15,255 $565K 0.07% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,373 shares; 2024Q4: 4,596 shares; 2025Q1: 4,938 shares; 2025Q2: 5,675 shares; 2025Q3: 8,038 shares; 2025Q4: not reported; 2026Q1: 11,850 shares 11,850 $562K 0.07% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,309 shares; 2026Q1: 4,287 shares 4,287 $561K 0.07% -1,022 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: 9,134 shares; 2024Q4: 11,134 shares; 2025Q1: 9,068 shares; 2025Q2: 8,342 shares; 2025Q3: 8,183 shares; 2025Q4: not reported; 2026Q1: 4,578 shares 4,578 $551K 0.07% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,682 shares; 2025Q2: 4,280 shares; 2025Q3: 5,065 shares; 2025Q4: 6,201 shares; 2026Q1: 7,011 shares 7,011 $550K 0.07% +810 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,978 shares; 2025Q4: not reported; 2026Q1: 14,658 shares 14,658 $549K 0.07% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,131 shares; 2025Q1: 1,279 shares; 2025Q2: 2,045 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,520 shares 2,520 $549K 0.07% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,580 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,658 shares; 2026Q1: 5,994 shares 5,994 $542K 0.07% -1,664 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: 17,979 shares; 2024Q4: 17,968 shares; 2025Q1: 14,179 shares; 2025Q2: 27,096 shares; 2025Q3: 32,552 shares; 2025Q4: 11,739 shares; 2026Q1: 8,920 shares 8,920 $541K 0.07% -2,819 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,907 shares; 2025Q4: 3,065 shares; 2026Q1: 4,778 shares 4,778 $540K 0.07% +1,713 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,511 shares; 2025Q1: not reported; 2025Q2: 3,943 shares; 2025Q3: 4,044 shares; 2025Q4: not reported; 2026Q1: 8,189 shares 8,189 $534K 0.07% new Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,071 shares; 2026Q1: 5,624 shares 5,624 $532K 0.07% -447 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,823 shares; 2025Q3: 5,841 shares; 2025Q4: 5,872 shares; 2026Q1: 5,839 shares 5,839 $531K 0.07% -33 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,899 shares 5,899 $530K 0.07% new Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,982 shares; 2024Q4: 12,566 shares; 2025Q1: 15,666 shares; 2025Q2: 12,064 shares; 2025Q3: 15,007 shares; 2025Q4: 16,179 shares; 2026Q1: 15,272 shares 15,272 $520K 0.06% -907 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,577 shares; 2026Q1: 2,442 shares 2,442 $516K 0.06% +865 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,041 shares; 2026Q1: 1,047 shares 1,047 $515K 0.06% +6 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,413 shares; 2025Q3: 1,965 shares; 2025Q4: 2,504 shares; 2026Q1: 2,961 shares 2,961 $513K 0.06% +457 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,792 shares 16,792 $511K 0.06% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,219 shares; 2025Q4: 2,860 shares; 2026Q1: 2,597 shares 2,597 $504K 0.06% -263 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,750 shares 39,750 $500K 0.06% new Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,006 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,530 shares 18,530 $488K 0.06% new Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,545 shares 10,545 $486K 0.06% new Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,349 shares; 2025Q1: 9,223 shares; 2025Q2: 9,821 shares; 2025Q3: 12,834 shares; 2025Q4: 15,696 shares; 2026Q1: 18,284 shares 18,284 $480K 0.06% +2,588 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,399 shares; 2025Q1: 10,108 shares; 2025Q2: 9,552 shares; 2025Q3: 5,916 shares; 2025Q4: 5,730 shares; 2026Q1: 5,761 shares 5,761 $476K 0.06% +31 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: 875 shares; 2024Q4: 968 shares; 2025Q1: 962 shares; 2025Q2: 1,001 shares; 2025Q3: 991 shares; 2025Q4: 1,802 shares; 2026Q1: 2,003 shares 2,003 $473K 0.06% +201 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 425 shares; 2025Q2: 488 shares; 2025Q3: 788 shares; 2025Q4: 1,152 shares; 2026Q1: 1,372 shares 1,372 $469K 0.06% +220 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,381 shares; 2024Q4: not reported; 2025Q1: 5,755 shares; 2025Q2: 5,027 shares; 2025Q3: 5,295 shares; 2025Q4: 19,386 shares; 2026Q1: 3,865 shares 3,865 $468K 0.06% -15,521 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,662 shares; 2026Q1: 7,214 shares 7,214 $466K 0.06% +552 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,273 shares; 2026Q1: 5,361 shares 5,361 $465K 0.06% -912 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,245 shares; 2025Q3: 1,237 shares; 2025Q4: not reported; 2026Q1: 2,278 shares 2,278 $463K 0.06% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,691 shares; 2025Q4: 2,380 shares; 2026Q1: 1,369 shares 1,369 $463K 0.06% -1,011 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: 11,114 shares; 2024Q4: 11,618 shares; 2025Q1: 10,589 shares; 2025Q2: 10,613 shares; 2025Q3: 12,034 shares; 2025Q4: 4,201 shares; 2026Q1: 3,191 shares 3,191 $461K 0.06% -1,010 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,027 shares; 2025Q1: 8,027 shares; 2025Q2: 8,027 shares; 2025Q3: 7,795 shares; 2025Q4: 7,840 shares; 2026Q1: 13,543 shares 13,543 $451K 0.06% +5,703 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,720 shares 2,720 $450K 0.06% new Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,821 shares 8,821 $446K 0.06% new 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: 24,707 shares; 2024Q4: 27,551 shares; 2025Q1: 22,434 shares; 2025Q2: 19,678 shares; 2025Q3: 18,420 shares; 2025Q4: not reported; 2026Q1: 15,438 shares 15,438 $443K 0.05% new Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,302 shares; 2024Q4: 16,018 shares; 2025Q1: 15,313 shares; 2025Q2: 11,664 shares; 2025Q3: 9,262 shares; 2025Q4: 8,875 shares; 2026Q1: 8,705 shares 8,705 $441K 0.05% -170 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,770 shares; 2026Q1: 3,770 shares 3,770 $436K 0.05% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 516 shares; 2025Q3: 627 shares; 2025Q4: 646 shares; 2026Q1: 615 shares 615 $436K 0.05% -31 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,114 shares; 2024Q4: 6,185 shares; 2025Q1: 4,690 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,693 shares; 2026Q1: 8,721 shares 8,721 $436K 0.05% -2,972 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,454 shares 14,454 $435K 0.05% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 941 shares; 2025Q4: 1,635 shares; 2026Q1: 2,100 shares 2,100 $433K 0.05% +465 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 reported; 2024Q4: 8,577 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,257 shares 3,257 $427K 0.05% new Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,139 shares; 2025Q4: not reported; 2026Q1: 11,574 shares 11,574 $423K 0.05% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,517 shares; 2024Q4: 14,004 shares; 2025Q1: 14,688 shares; 2025Q2: 13,317 shares; 2025Q3: 10,841 shares; 2025Q4: 10,484 shares; 2026Q1: 10,710 shares 10,710 $422K 0.05% +226 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 635 shares; 2025Q1: 460 shares; 2025Q2: 430 shares; 2025Q3: 450 shares; 2025Q4: 476 shares; 2026Q1: 844 shares 844 $422K 0.05% +368 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 1,738 shares; 2025Q1: 1,698 shares; 2025Q2: 1,804 shares; 2025Q3: 1,639 shares; 2025Q4: 1,896 shares; 2026Q1: 1,769 shares 1,769 $420K 0.05% -127 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,231 shares 4,231 $419K 0.05% new 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 reported; 2024Q4: 816 shares; 2025Q1: not reported; 2025Q2: 702 shares; 2025Q3: 879 shares; 2025Q4: 1,141 shares; 2026Q1: 1,156 shares 1,156 $415K 0.05% +15 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 1,942 shares; 2025Q1: 4,248 shares; 2025Q2: 1,012 shares; 2025Q3: 3,971 shares; 2025Q4: 1,874 shares; 2026Q1: 2,365 shares 2,365 $413K 0.05% +491 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,129 shares; 2025Q3: 8,489 shares; 2025Q4: 14,890 shares; 2026Q1: 9,038 shares 9,038 $413K 0.05% -5,852 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,869 shares; 2026Q1: 5,005 shares 5,005 $409K 0.05% +1,136 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,102 shares; 2026Q1: 5,016 shares 5,016 $406K 0.05% -1,086 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,306 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,573 shares 5,573 $400K 0.05% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,169 shares; 2025Q1: 1,275 shares; 2025Q2: 1,337 shares; 2025Q3: 528 shares; 2025Q4: 437 shares; 2026Q1: 933 shares 933 $398K 0.05% +496 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,748 shares; 2025Q4: 6,862 shares; 2026Q1: 6,558 shares 6,558 $395K 0.05% -304 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,809 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,737 shares 11,737 $394K 0.05% new 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: 1,920 shares; 2024Q4: 1,929 shares; 2025Q1: 1,698 shares; 2025Q2: 1,704 shares; 2025Q3: 1,900 shares; 2025Q4: 1,971 shares; 2026Q1: 2,001 shares 2,001 $386K 0.05% +30 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,203 shares 4,203 $385K 0.05% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 282 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 326 shares; 2025Q4: 334 shares; 2026Q1: 384 shares 384 $382K 0.05% +50 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,484 shares; 2026Q1: 1,537 shares 1,537 $373K 0.05% +53 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,977 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,618 shares 4,618 $372K 0.05% new Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,899 shares; 2025Q4: 7,497 shares; 2026Q1: 7,461 shares 7,461 $364K 0.05% -36 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,934 shares; 2024Q4: 10,711 shares; 2025Q1: 12,143 shares; 2025Q2: 3,892 shares; 2025Q3: 19,875 shares; 2025Q4: 8,428 shares; 2026Q1: 8,130 shares 8,130 $363K 0.04% -298 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,730 shares; 2024Q4: 7,480 shares; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: 2,798 shares; 2025Q4: 4,438 shares; 2026Q1: 6,335 shares 6,335 $358K 0.04% +1,897 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: 5,596 shares; 2024Q4: 4,842 shares; 2025Q1: not reported; 2025Q2: 3,609 shares; 2025Q3: 1,053 shares; 2025Q4: 1,599 shares; 2026Q1: 1,640 shares 1,640 $357K 0.04% +41 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 227 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,395 shares 3,395 $355K 0.04% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,135 shares 3,135 $355K 0.04% new Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,006 shares; 2026Q1: 7,136 shares 7,136 $350K 0.04% +130 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,324 shares; 2025Q1: 3,415 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,679 shares 1,679 $349K 0.04% new Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,208 shares; 2025Q4: 5,142 shares; 2026Q1: 3,742 shares 3,742 $347K 0.04% -1,400 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 872 shares 872 $340K 0.04% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,368 shares 6,368 $336K 0.04% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,478 shares; 2025Q3: 3,631 shares; 2025Q4: 3,734 shares; 2026Q1: 3,621 shares 3,621 $336K 0.04% -113 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,856 shares; 2025Q4: 37,490 shares; 2026Q1: 28,818 shares 28,818 $333K 0.04% -8,672 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,684 shares; 2025Q4: 3,898 shares; 2026Q1: 3,602 shares 3,602 $332K 0.04% -296 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,362 shares; 2026Q1: 14,383 shares 14,383 $330K 0.04% +4,021 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,459 shares 6,459 $327K 0.04% new Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,030 shares 4,030 $326K 0.04% new Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,287 shares 10,287 $326K 0.04% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,933 shares; 2026Q1: 62,933 shares 62,933 $321K 0.04% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,892 shares; 2026Q1: 3,647 shares 3,647 $316K 0.04% +755 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: 1,075 shares; 2024Q4: 1,071 shares; 2025Q1: 974 shares; 2025Q2: 974 shares; 2025Q3: 973 shares; 2025Q4: 987 shares; 2026Q1: 1,206 shares 1,206 $316K 0.04% +219 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 585 shares; 2025Q4: 1,015 shares; 2026Q1: 1,125 shares 1,125 $313K 0.04% +110 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,099 shares; 2025Q4: 1,435 shares; 2026Q1: 1,628 shares 1,628 $312K 0.04% +193 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: 10,572 shares; 2024Q4: 7,716 shares; 2025Q1: 16,706 shares; 2025Q2: 8,502 shares; 2025Q3: 11,134 shares; 2025Q4: 15,132 shares; 2026Q1: 4,708 shares 4,708 $312K 0.04% -10,424 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,605 shares; 2025Q4: 1,470 shares; 2026Q1: 1,448 shares 1,448 $309K 0.04% -22 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,014 shares; 2026Q1: 990 shares 990 $308K 0.04% -24 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,436 shares; 2024Q4: not reported; 2025Q1: 11,988 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,101 shares 5,101 $306K 0.04% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,456 shares 17,456 $301K 0.04% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,103 shares; 2025Q4: 1,706 shares; 2026Q1: 1,875 shares 1,875 $301K 0.04% +169 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: 5,462 shares; 2024Q4: 5,899 shares; 2025Q1: not reported; 2025Q2: 3,620 shares; 2025Q3: 3,613 shares; 2025Q4: 3,554 shares; 2026Q1: 3,099 shares 3,099 $299K 0.04% -455 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,416 shares; 2026Q1: 2,464 shares 2,464 $297K 0.04% +48 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,892 shares; 2026Q1: 2,239 shares 2,239 $294K 0.04% -653 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,238 shares 2,238 $293K 0.04% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,999 shares; 2025Q4: 30,822 shares; 2026Q1: 10,400 shares 10,400 $292K 0.04% -20,422 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,363 shares; 2025Q4: 2,912 shares; 2026Q1: 2,998 shares 2,998 $291K 0.04% +86 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,596 shares 10,596 $289K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,448 shares; 2026Q1: 1,345 shares 1,345 $289K 0.04% -103 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,264 shares 5,264 $287K 0.04% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 619 shares; 2026Q1: 718 shares 718 $285K 0.04% +99 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,743 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,443 shares 4,443 $285K 0.04% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,940 shares; 2025Q4: 2,938 shares; 2026Q1: 3,316 shares 3,316 $281K 0.03% +378 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,162 shares; 2026Q1: 12,485 shares 12,485 $281K 0.03% -3,677 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,159 shares; 2025Q1: 41,835 shares; 2025Q2: 19,003 shares; 2025Q3: 16,471 shares; 2025Q4: not reported; 2026Q1: 10,686 shares 10,686 $279K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 959 shares 959 $279K 0.03% new Timeline THIR THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,017 shares; 2026Q1: 8,937 shares 8,937 $277K 0.03% -2,080 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,783 shares 13,783 $276K 0.03% new Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,760 shares; 2026Q1: 2,849 shares 2,849 $276K 0.03% -3,911 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,114 shares 9,114 $276K 0.03% new Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,829 shares; 2026Q1: 5,620 shares 5,620 $275K 0.03% +1,791 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,954 shares; 2026Q1: 5,336 shares 5,336 $275K 0.03% +1,382 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,482 shares 8,482 $273K 0.03% new 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: 2,609 shares; 2024Q4: 4,128 shares; 2025Q1: 3,992 shares; 2025Q2: 3,077 shares; 2025Q3: 2,410 shares; 2025Q4: 2,183 shares; 2026Q1: 2,709 shares 2,709 $269K 0.03% +526 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,220 shares 4,220 $268K 0.03% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 901 shares; 2026Q1: 1,348 shares 1,348 $266K 0.03% +447 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,566 shares; 2024Q4: 33,499 shares; 2025Q1: 18,024 shares; 2025Q2: 15,969 shares; 2025Q3: 15,472 shares; 2025Q4: 56,434 shares; 2026Q1: 13,858 shares 13,858 $266K 0.03% -42,576 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,524 shares 3,524 $265K 0.03% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,029 shares; 2026Q1: 10,593 shares 10,593 $262K 0.03% +564 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,072 shares; 2026Q1: 2,216 shares 2,216 $262K 0.03% +144 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,849 shares 6,849 $260K 0.03% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,749 shares 1,749 $254K 0.03% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,389 shares; 2025Q4: 3,804 shares; 2026Q1: 3,703 shares 3,703 $253K 0.03% -101 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,575 shares; 2024Q4: 4,550 shares; 2025Q1: 4,590 shares; 2025Q2: 4,590 shares; 2025Q3: 4,755 shares; 2025Q4: 4,756 shares; 2026Q1: 4,756 shares 4,756 $251K 0.03% 0 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,735 shares; 2025Q1: 14,846 shares; 2025Q2: 14,846 shares; 2025Q3: 7,454 shares; 2025Q4: 7,454 shares; 2026Q1: 7,454 shares 7,454 $249K 0.03% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,969 shares; 2026Q1: 18,392 shares 18,392 $248K 0.03% -6,577 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,595 shares; 2025Q1: 5,276 shares; 2025Q2: 4,572 shares; 2025Q3: not reported; 2025Q4: 2,161 shares; 2026Q1: 1,816 shares 1,816 $246K 0.03% -345 Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,573 shares 10,573 $244K 0.03% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,902 shares; 2025Q1: not reported; 2025Q2: 4,024 shares; 2025Q3: 3,859 shares; 2025Q4: 3,584 shares; 2026Q1: 2,595 shares 2,595 $243K 0.03% -989 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,201 shares; 2026Q1: 2,204 shares 2,204 $242K 0.03% +3 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,075 shares 6,075 $241K 0.03% new Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,995 shares 10,995 $241K 0.03% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 1,038 shares; 2025Q1: not reported; 2025Q2: 629 shares; 2025Q3: 651 shares; 2025Q4: 666 shares; 2026Q1: 797 shares 797 $241K 0.03% +131 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 667 shares; 2026Q1: 803 shares 803 $240K 0.03% +136 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,542 shares; 2026Q1: 2,661 shares 2,661 $239K 0.03% +119 Timeline BAMG NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,788 shares; 2025Q1: 6,692 shares; 2025Q2: 6,301 shares; 2025Q3: 7,051 shares; 2025Q4: 6,632 shares; 2026Q1: 6,524 shares 6,524 $238K 0.03% -108 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,890 shares 1,890 $235K 0.03% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 873 shares 873 $233K 0.03% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,096 shares 2,096 $232K 0.03% new Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,926 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,039 shares 3,039 $230K 0.03% new Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,932 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,204 shares 9,204 $229K 0.03% new Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,565 shares; 2024Q4: 16,684 shares; 2025Q1: 8,884 shares; 2025Q2: 7,415 shares; 2025Q3: 7,042 shares; 2025Q4: not reported; 2026Q1: 4,868 shares 4,868 $224K 0.03% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,599 shares; 2026Q1: 1,295 shares 1,295 $221K 0.03% -304 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,403 shares 10,403 $221K 0.03% new Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,314 shares; 2025Q4: not reported; 2026Q1: 2,939 shares 2,939 $220K 0.03% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,701 shares; 2025Q4: 2,990 shares; 2026Q1: 2,360 shares 2,360 $219K 0.03% -630 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 820 shares; 2026Q1: 762 shares 762 $219K 0.03% -58 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,090 shares; 2026Q1: 687 shares 687 $219K 0.03% -403 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,848 shares; 2025Q4: not reported; 2026Q1: 4,987 shares 4,987 $219K 0.03% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 669 shares; 2025Q4: 743 shares; 2026Q1: 765 shares 765 $217K 0.03% +22 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,103 shares; 2025Q1: not reported; 2025Q2: 1,968 shares; 2025Q3: not reported; 2025Q4: 3,990 shares; 2026Q1: 746 shares 746 $216K 0.03% -3,244 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,430 shares 3,430 $214K 0.03% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,301 shares 1,301 $213K 0.03% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,232 shares; 2024Q4: 3,158 shares; 2025Q1: 2,857 shares; 2025Q2: 2,550 shares; 2025Q3: 2,771 shares; 2025Q4: 2,368 shares; 2026Q1: 778 shares 778 $211K 0.03% -1,590 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,214 shares 4,214 $211K 0.03% new Timeline BAMV NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,865 shares; 2025Q1: 6,612 shares; 2025Q2: not reported; 2025Q3: 7,018 shares; 2025Q4: 6,556 shares; 2026Q1: 6,434 shares 6,434 $209K 0.03% -122 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,397 shares; 2026Q1: 1,880 shares 1,880 $208K 0.03% -517 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: 1,399 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,300 shares 1,300 $207K 0.03% +50 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 480 shares; 2026Q1: 461 shares 461 $206K 0.03% -19 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: 807 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 711 shares; 2026Q1: 562 shares 562 $204K 0.03% -149 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,219 shares; 2025Q4: 16,548 shares; 2026Q1: 12,312 shares 12,312 $202K 0.02% -4,236 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,022 shares; 2026Q1: 3,988 shares 3,988 $201K 0.02% -1,034 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,282 shares 3,282 $201K 0.02% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 288 shares; 2026Q1: 288 shares 288 $201K 0.02% 0 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,352 shares; 2026Q1: 15,259 shares 15,259 $197K 0.02% +2,907 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,467 shares; 2024Q4: 41,084 shares; 2025Q1: 13,589 shares; 2025Q2: 13,531 shares; 2025Q3: 17,539 shares; 2025Q4: 17,535 shares; 2026Q1: 11,907 shares 11,907 $173K 0.02% -5,628 Timeline NABL N-ABLE INC More: the full row for N-ABLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,274 shares; 2025Q4: 33,574 shares; 2026Q1: 36,951 shares 36,951 $173K 0.02% +3,377 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,940 shares; 2026Q1: 14,285 shares 14,285 $145K 0.02% +3,345 Timeline CRSR CORSAIR GAMING INC More: the full row for CORSAIR GAMING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,412 shares 22,412 $124K 0.02% new Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,785 shares 10,785 $114K 0.01% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,972 shares 26,972 $111K 0.01% new Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,237 shares 12,237 $101K 0.01% new Timeline PLTK PLAYTIKA HLDG CORP More: the full row for PLAYTIKA HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,917 shares; 2024Q4: 36,488 shares; 2025Q1: 35,091 shares; 2025Q2: 40,572 shares; 2025Q3: 14,636 shares; 2025Q4: 26,632 shares; 2026Q1: 34,086 shares 34,086 $94.8K 0.01% +7,454 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,125 shares; 2025Q3: 10,350 shares; 2025Q4: 10,571 shares; 2026Q1: 10,860 shares 10,860 $94K 0.01% +289 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,749 shares; 2026Q1: 11,395 shares 11,395 $92.9K 0.01% -2,354 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,766 shares 11,766 $80.8K 0.01% new Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,716 shares; 2025Q2: 19,716 shares; 2025Q3: 19,716 shares; 2025Q4: 40,432 shares; 2026Q1: 20,916 shares 20,916 $73K 0.01% -19,516 Timeline EXOD EXODUS MOVEMENT INC More: the full row for EXODUS MOVEMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,166 shares 10,166 $66.1K 0.01% new Timeline KNDI KANDI TECHNOLOGIES GROUP INC More: the full row for KANDI TECHNOLOGIES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 25,735 shares; 2025Q1: 25,735 shares; 2025Q2: 25,735 shares; 2025Q3: 25,735 shares; 2025Q4: 25,737 shares; 2026Q1: 25,737 shares 25,737 $21.5K <0.01% 0 Timeline CRDL CARDIOL THERAPEUTICS INC More: the full row for CARDIOL THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,850 shares; 2026Q1: 10,850 shares 10,850 $14.6K <0.01% 0 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000 $13.3K <0.01% 0 Timeline