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: 119,136 shares; 2024Q4: 112,138 shares; 2025Q1: 113,031 shares; 2025Q2: 115,552 shares; 2025Q3: 111,406 shares; 2025Q4: 76,646 shares; 2026Q1: 71,806 shares 71,806 $30.6M 6.5% -4,840 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,842 shares; 2024Q4: 174,905 shares; 2025Q1: 257,247 shares; 2025Q2: 317,803 shares; 2025Q3: 353,983 shares; 2025Q4: 404,474 shares; 2026Q1: 444,331 shares 444,331 $22.6M 4.79% +39,857 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362,269 shares; 2024Q4: 335,642 shares; 2025Q1: 392,629 shares; 2025Q2: 334,003 shares; 2025Q3: 331,728 shares; 2025Q4: 180,699 shares; 2026Q1: 175,231 shares 175,231 $22.5M 4.77% -5,468 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,688 shares; 2024Q4: 95,914 shares; 2025Q1: 115,655 shares; 2025Q2: not reported; 2025Q3: 5,357,968 shares; 2025Q4: 5,344,985 shares; 2026Q1: 5,371,664 shares 5,371,664 $19.4M 4.13% +26,679 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,194 shares; 2024Q4: 85,612 shares; 2025Q1: 88,017 shares; 2025Q2: 95,050 shares; 2025Q3: 96,919 shares; 2025Q4: 91,112 shares; 2026Q1: 89,963 shares 89,963 $19.2M 4.08% -1,149 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,071 shares; 2024Q4: 561,993 shares; 2025Q1: 592,085 shares; 2025Q2: 574,846 shares; 2025Q3: 561,365 shares; 2025Q4: 587,348 shares; 2026Q1: 601,972 shares 601,972 $18.5M 3.92% +14,624 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: 191,915 shares; 2024Q4: 169,822 shares; 2025Q1: 175,883 shares; 2025Q2: 186,076 shares; 2025Q3: 194,677 shares; 2025Q4: 197,426 shares; 2026Q1: 201,817 shares 201,817 $18.3M 3.88% +4,391 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,923 shares; 2024Q4: 104,486 shares; 2025Q1: 115,249 shares; 2025Q2: 116,007 shares; 2025Q3: 123,148 shares; 2025Q4: 121,824 shares; 2026Q1: 132,198 shares 132,198 $14.5M 3.08% +10,374 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,871 shares; 2024Q4: 22,473 shares; 2025Q1: 27,089 shares; 2025Q2: 25,911 shares; 2025Q3: 124,494 shares; 2025Q4: 126,053 shares; 2026Q1: 123,477 shares 123,477 $12.6M 2.67% -2,576 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: 180,228 shares; 2024Q4: 180,498 shares; 2025Q1: 174,833 shares; 2025Q2: 179,073 shares; 2025Q3: 178,941 shares; 2025Q4: 177,469 shares; 2026Q1: 166,101 shares 166,101 $10.6M 2.26% -11,368 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: 1,736,650 shares; 2024Q4: 43,441 shares; 2025Q1: 47,251 shares; 2025Q2: 44,690 shares; 2025Q3: 44,904 shares; 2025Q4: 41,609 shares; 2026Q1: 41,493 shares 41,493 $10.5M 2.24% -116 Timeline IMCG 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: 112,763 shares; 2024Q4: 113,762 shares; 2025Q1: 123,849 shares; 2025Q2: 122,662 shares; 2025Q3: 127,487 shares; 2025Q4: 124,994 shares; 2026Q1: 133,072 shares 133,072 $10.5M 2.23% +8,078 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: 162,892 shares; 2024Q4: 189,758 shares; 2025Q1: 178,904 shares; 2025Q2: 182,962 shares; 2025Q3: 185,885 shares; 2025Q4: 189,201 shares; 2026Q1: 198,316 shares 198,316 $9.3M 1.97% +9,115 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: 23,272 shares; 2024Q4: 27,137 shares; 2025Q1: 28,788 shares; 2025Q2: 26,932 shares; 2025Q3: 25,539 shares; 2025Q4: 25,978 shares; 2026Q1: 24,366 shares 24,366 $9.02M 1.91% -1,612 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: 14,960 shares; 2024Q4: 14,815 shares; 2025Q1: 15,666 shares; 2025Q2: 15,673 shares; 2025Q3: 18,526 shares; 2025Q4: 14,585 shares; 2026Q1: 12,630 shares 12,630 $8.25M 1.75% -1,955 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,865 shares; 2024Q4: 92,279 shares; 2025Q1: 91,406 shares; 2025Q2: 106,841 shares; 2025Q3: 109,041 shares; 2025Q4: 111,559 shares; 2026Q1: 112,432 shares 112,432 $7.89M 1.67% +873 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,253 shares; 2024Q4: 274,756 shares; 2025Q1: 271,557 shares; 2025Q2: 263,300 shares; 2025Q3: 263,374 shares; 2025Q4: 256,488 shares; 2026Q1: 253,438 shares 253,438 $7.38M 1.57% -3,050 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: 34,116 shares; 2024Q4: 34,276 shares; 2025Q1: 33,901 shares; 2025Q2: 34,026 shares; 2025Q3: 34,160 shares; 2025Q4: 34,041 shares; 2026Q1: 32,430 shares 32,430 $6.36M 1.35% -1,611 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,324 shares; 2024Q4: 25,969 shares; 2025Q1: 20,182 shares; 2025Q2: 28,319 shares; 2025Q3: 36,387 shares; 2025Q4: 37,480 shares; 2026Q1: 33,544 shares 33,544 $6.36M 1.35% -3,936 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,460 shares; 2024Q4: 31,722 shares; 2025Q1: 43,923 shares; 2025Q2: 43,493 shares; 2025Q3: 54,263 shares; 2025Q4: 56,863 shares; 2026Q1: 61,505 shares 61,505 $5.77M 1.22% +4,642 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: 23,104 shares; 2024Q4: 23,292 shares; 2025Q1: 27,114 shares; 2025Q2: 29,687 shares; 2025Q3: 25,875 shares; 2025Q4: 21,638 shares; 2026Q1: 19,822 shares 19,822 $5.7M 1.21% -1,816 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: 40,142 shares; 2024Q4: 19,634 shares; 2025Q1: 29,789 shares; 2025Q2: 26,045 shares; 2025Q3: 25,245 shares; 2025Q4: 18,396 shares; 2026Q1: 18,355 shares 18,355 $5.4M 1.15% -41 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: 8,392 shares; 2024Q4: 8,694 shares; 2025Q1: 8,552 shares; 2025Q2: 9,772 shares; 2025Q3: 10,706 shares; 2025Q4: 10,184 shares; 2026Q1: 8,837 shares 8,837 $5.1M 1.08% -1,347 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,600 shares; 2024Q4: 60,565 shares; 2025Q1: 63,455 shares; 2025Q2: 86,465 shares; 2025Q3: 72,349 shares; 2025Q4: 76,887 shares; 2026Q1: 86,418 shares 86,418 $4.35M 0.92% +9,531 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: 6,896 shares; 2025Q4: 7,314 shares; 2026Q1: 60,251 shares 60,251 $4.2M 0.89% +52,937 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: 6,860 shares; 2024Q4: 6,934 shares; 2025Q1: 7,182 shares; 2025Q2: 9,032 shares; 2025Q3: 8,310 shares; 2025Q4: 8,421 shares; 2026Q1: 6,164 shares 6,164 $3.68M 0.78% -2,257 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,783 shares; 2024Q4: 33,346 shares; 2025Q1: 38,329 shares; 2025Q2: 51,169 shares; 2025Q3: 53,671 shares; 2025Q4: 55,102 shares; 2026Q1: 61,371 shares 61,371 $3.49M 0.74% +6,269 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: 15,999 shares; 2024Q4: 17,599 shares; 2025Q1: 21,554 shares; 2025Q2: 22,972 shares; 2025Q3: 22,251 shares; 2025Q4: 19,279 shares; 2026Q1: 16,343 shares 16,343 $3.4M 0.72% -2,936 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: 613,412 shares; 2024Q4: 28,550 shares; 2025Q1: 19,883 shares; 2025Q2: 19,520 shares; 2025Q3: 18,729 shares; 2025Q4: 28,816 shares; 2026Q1: 27,551 shares 27,551 $3.31M 0.7% -1,265 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: 694,167 shares; 2024Q4: 3,708 shares; 2025Q1: 2,061 shares; 2025Q2: 2,172 shares; 2025Q3: 2,150 shares; 2025Q4: 3,541 shares; 2026Q1: 3,555 shares 3,555 $3.27M 0.69% +14 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: 169,189 shares; 2024Q4: 16,169 shares; 2025Q1: 16,729 shares; 2025Q2: 11,328 shares; 2025Q3: 11,285 shares; 2025Q4: 14,252 shares; 2026Q1: 14,195 shares 14,195 $3.09M 0.66% -57 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: 256,038 shares; 2024Q4: 22,175 shares; 2025Q1: 14,157 shares; 2025Q2: 10,750 shares; 2025Q3: 10,557 shares; 2025Q4: 19,881 shares; 2026Q1: 18,177 shares 18,177 $3.08M 0.65% -1,704 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: 20,672 shares; 2024Q4: 12,459 shares; 2025Q1: 5,871 shares; 2025Q2: 5,871 shares; 2025Q3: 5,871 shares; 2025Q4: 12,246 shares; 2026Q1: 12,296 shares 12,296 $2.98M 0.63% +50 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: 15,623 shares; 2024Q4: 39,432 shares; 2025Q1: 17,044 shares; 2025Q2: 12,131 shares; 2025Q3: 11,834 shares; 2025Q4: 25,346 shares; 2026Q1: 23,423 shares 23,423 $2.91M 0.62% -1,923 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: 91,035 shares; 2024Q4: 46,109 shares; 2025Q1: 37,184 shares; 2025Q2: 23,230 shares; 2025Q3: 24,072 shares; 2025Q4: 38,291 shares; 2026Q1: 37,487 shares 37,487 $2.91M 0.62% -804 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: 297,722 shares; 2024Q4: 6,864 shares; 2025Q1: 7,046 shares; 2025Q2: 7,496 shares; 2025Q3: 6,531 shares; 2025Q4: 5,825 shares; 2026Q1: 5,809 shares 5,809 $2.78M 0.59% -16 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: 65,312 shares; 2024Q4: 13,026 shares; 2025Q1: 11,021 shares; 2025Q2: 8,249 shares; 2025Q3: 8,321 shares; 2025Q4: 12,189 shares; 2026Q1: 11,331 shares 11,331 $2.77M 0.59% -858 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: 11,970 shares; 2024Q4: 12,633 shares; 2025Q1: 16,096 shares; 2025Q2: 18,836 shares; 2025Q3: 18,578 shares; 2025Q4: 17,080 shares; 2026Q1: 15,346 shares 15,346 $2.68M 0.57% -1,734 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: 12,999 shares; 2024Q4: 20,094 shares; 2025Q1: 19,144 shares; 2025Q2: 19,601 shares; 2025Q3: 19,515 shares; 2025Q4: 31,656 shares; 2026Q1: 26,487 shares 26,487 $2.63M 0.56% -5,169 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,767 shares; 2024Q4: 10,689 shares; 2025Q1: 10,837 shares; 2025Q2: 10,819 shares; 2025Q3: 10,817 shares; 2025Q4: 10,608 shares; 2026Q1: 9,906 shares 9,906 $2.58M 0.55% -702 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: 4,132,870 shares; 2024Q4: 6,496 shares; 2025Q1: 6,109 shares; 2025Q2: 6,128 shares; 2025Q3: 4,759 shares; 2025Q4: 4,690 shares; 2026Q1: 4,498 shares 4,498 $2.57M 0.55% -192 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: 3,124 shares; 2024Q4: 17,164 shares; 2025Q1: 5,784 shares; 2025Q2: 7,801 shares; 2025Q3: 7,308 shares; 2025Q4: 14,704 shares; 2026Q1: 13,324 shares 13,324 $2.57M 0.55% -1,380 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,397 shares; 2024Q4: 69,462 shares; 2025Q1: 39,317 shares; 2025Q2: 29,034 shares; 2025Q3: 20,762 shares; 2025Q4: 50,014 shares; 2026Q1: 50,168 shares 50,168 $2.45M 0.52% +154 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: 16,970 shares; 2024Q4: 7,450 shares; 2025Q1: 9,679 shares; 2025Q2: 8,212 shares; 2025Q3: 8,126 shares; 2025Q4: 7,945 shares; 2026Q1: 7,705 shares 7,705 $2.39M 0.51% -240 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: 3,879 shares; 2024Q4: 12,101 shares; 2025Q1: 5,535 shares; 2025Q2: 6,569 shares; 2025Q3: 6,837 shares; 2025Q4: 14,151 shares; 2026Q1: 14,191 shares 14,191 $2.2M 0.47% +40 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: 5,468 shares; 2024Q4: 5,850 shares; 2025Q1: 6,069 shares; 2025Q2: 8,433 shares; 2025Q3: 8,411 shares; 2025Q4: 7,476 shares; 2026Q1: 7,484 shares 7,484 $2.15M 0.46% +8 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,720 shares; 2024Q4: 30,456 shares; 2025Q1: 8,249 shares; 2025Q2: 18,374 shares; 2025Q3: 19,482 shares; 2025Q4: 20,162 shares; 2026Q1: 20,582 shares 20,582 $2M 0.42% +420 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,293 shares; 2024Q4: 17,465 shares; 2025Q1: 1,848 shares; 2025Q2: not reported; 2025Q3: 2,140 shares; 2025Q4: 17,465 shares; 2026Q1: 17,465 shares 17,465 $1.92M 0.41% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,032 shares; 2024Q4: 19,987 shares; 2025Q1: 17,014 shares; 2025Q2: 12,929 shares; 2025Q3: 12,929 shares; 2025Q4: 18,732 shares; 2026Q1: 18,661 shares 18,661 $1.92M 0.41% -71 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,628 shares; 2025Q1: 3,687 shares; 2025Q2: 3,572 shares; 2025Q3: 3,318 shares; 2025Q4: 19,569 shares; 2026Q1: 18,794 shares 18,794 $1.75M 0.37% -775 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: 14,648 shares; 2025Q1: 11,087 shares; 2025Q2: 7,925 shares; 2025Q3: 7,925 shares; 2025Q4: 14,289 shares; 2026Q1: 13,339 shares 13,339 $1.75M 0.37% -950 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,458 shares; 2024Q4: 13,458 shares; 2025Q1: 13,458 shares; 2025Q2: 13,458 shares; 2025Q3: 13,458 shares; 2025Q4: 13,383 shares; 2026Q1: 13,124 shares 13,124 $1.65M 0.35% -259 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,278 shares; 2024Q4: 28,356 shares; 2025Q1: 27,820 shares; 2025Q2: 24,966 shares; 2025Q3: 19,487 shares; 2025Q4: 20,216 shares; 2026Q1: 16,679 shares 16,679 $1.57M 0.33% -3,537 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: 112,885 shares; 2024Q4: 49,305 shares; 2025Q1: 32,065 shares; 2025Q2: 24,038 shares; 2025Q3: 25,151 shares; 2025Q4: 51,012 shares; 2026Q1: 55,332 shares 55,332 $1.55M 0.33% +4,320 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,345 shares; 2024Q4: 25,586 shares; 2025Q1: 9,820 shares; 2025Q2: 9,667 shares; 2025Q3: 9,610 shares; 2025Q4: 18,913 shares; 2026Q1: 18,493 shares 18,493 $1.47M 0.31% -420 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: 1,836 shares; 2024Q4: 9,828 shares; 2025Q1: 12,781 shares; 2025Q2: 7,106 shares; 2025Q3: 7,113 shares; 2025Q4: 9,871 shares; 2026Q1: 9,943 shares 9,943 $1.44M 0.3% +72 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: 5,345 shares; 2024Q4: 5,392 shares; 2025Q1: 16,898 shares; 2025Q2: 9,381 shares; 2025Q3: 9,362 shares; 2025Q4: 4,171 shares; 2026Q1: 4,342 shares 4,342 $1.34M 0.29% +171 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: 14,521 shares; 2024Q4: 14,932 shares; 2025Q1: 14,973 shares; 2025Q2: 14,587 shares; 2025Q3: 14,205 shares; 2025Q4: 11,885 shares; 2026Q1: 11,717 shares 11,717 $1.33M 0.28% -168 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: 9,166 shares; 2024Q4: 9,541 shares; 2025Q1: 10,842 shares; 2025Q2: 10,775 shares; 2025Q3: 10,683 shares; 2025Q4: 10,795 shares; 2026Q1: 10,581 shares 10,581 $1.32M 0.28% -214 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,566 shares; 2024Q4: 14,890 shares; 2025Q1: 4,097 shares; 2025Q2: 4,090 shares; 2025Q3: 4,090 shares; 2025Q4: 14,890 shares; 2026Q1: 14,890 shares 14,890 $1.27M 0.27% 0 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: 5,660 shares; 2024Q4: 20,864 shares; 2025Q1: 17,026 shares; 2025Q2: 8,790 shares; 2025Q3: 9,086 shares; 2025Q4: 16,741 shares; 2026Q1: 16,593 shares 16,593 $1.26M 0.27% -148 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,293 shares; 2024Q4: 12,750 shares; 2025Q1: 11,759 shares; 2025Q2: 9,407 shares; 2025Q3: 9,011 shares; 2025Q4: 13,206 shares; 2026Q1: 13,062 shares 13,062 $1.26M 0.27% -144 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,489 shares; 2025Q2: 12,573 shares; 2025Q3: 28,502 shares; 2025Q4: 30,702 shares; 2026Q1: 27,004 shares 27,004 $1.25M 0.27% -3,698 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,025 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,545 shares; 2026Q1: 5,538 shares 5,538 $1.24M 0.26% -7 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,814 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,140 shares; 2026Q1: 10,145 shares 10,145 $1.23M 0.26% +5 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: 23,543 shares; 2024Q4: 5,555 shares; 2025Q1: 6,247 shares; 2025Q2: 7,516 shares; 2025Q3: 7,373 shares; 2025Q4: 5,872 shares; 2026Q1: 5,903 shares 5,903 $1.22M 0.26% +31 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,800 shares; 2026Q1: 11,800 shares 11,800 $1.19M 0.25% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,911 shares; 2024Q4: 18,729 shares; 2025Q1: 17,378 shares; 2025Q2: 17,532 shares; 2025Q3: 21,801 shares; 2025Q4: 21,341 shares; 2026Q1: 21,277 shares 21,277 $1.15M 0.24% -64 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,099 shares; 2024Q4: 23,099 shares; 2025Q1: 23,099 shares; 2025Q2: 23,099 shares; 2025Q3: 23,099 shares; 2025Q4: 23,099 shares; 2026Q1: 23,000 shares 23,000 $1.13M 0.24% -99 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,800 shares; 2024Q4: 7,450 shares; 2025Q1: 7,450 shares; 2025Q2: 7,450 shares; 2025Q3: 7,426 shares; 2025Q4: 7,341 shares; 2026Q1: 7,348 shares 7,348 $1.1M 0.23% +7 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: 1,184 shares; 2024Q4: 1,184 shares; 2025Q1: 1,334 shares; 2025Q2: 1,340 shares; 2025Q3: 1,317 shares; 2025Q4: 1,066 shares; 2026Q1: 1,102 shares 1,102 $1.1M 0.23% +36 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,283 shares; 2024Q4: 4,067 shares; 2025Q1: 4,067 shares; 2025Q2: 4,022 shares; 2025Q3: 4,004 shares; 2025Q4: 4,004 shares; 2026Q1: 4,004 shares 4,004 $1.03M 0.22% 0 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: 2,887 shares; 2024Q4: 2,967 shares; 2025Q1: 3,064 shares; 2025Q2: 3,267 shares; 2025Q3: 3,248 shares; 2025Q4: 3,335 shares; 2026Q1: 3,376 shares 3,376 $1.02M 0.22% +41 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,836 shares; 2024Q4: 3,424 shares; 2025Q1: 3,472 shares; 2025Q2: 3,279 shares; 2025Q3: 3,276 shares; 2025Q4: 3,183 shares; 2026Q1: 3,093 shares 3,093 $1.02M 0.22% -90 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,926 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,500 shares; 2025Q3: 39,535 shares; 2025Q4: 69,055 shares; 2026Q1: 97,586 shares 97,586 $979K 0.21% +28,531 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,837 shares; 2024Q4: 2,837 shares; 2025Q1: 6,129 shares; 2025Q2: 4,474 shares; 2025Q3: 4,448 shares; 2025Q4: 3,955 shares; 2026Q1: 3,936 shares 3,936 $976K 0.21% -19 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,323 shares; 2025Q1: 6,010 shares; 2025Q2: 5,931 shares; 2025Q3: 5,309 shares; 2025Q4: 4,659 shares; 2026Q1: 4,573 shares 4,573 $966K 0.2% -86 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: 338,118 shares; 2024Q4: 22,873 shares; 2025Q1: 9,512 shares; 2025Q2: 9,487 shares; 2025Q3: 9,887 shares; 2025Q4: 15,566 shares; 2026Q1: 15,841 shares 15,841 $961K 0.2% +275 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: 2,116 shares; 2024Q4: 2,198 shares; 2025Q1: 2,226 shares; 2025Q2: 1,751 shares; 2025Q3: 1,272 shares; 2025Q4: 1,264 shares; 2026Q1: 1,108 shares 1,108 $959K 0.2% -156 Timeline SCO PROSHARES TR II More: the full row for PROSHARES 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,747 shares 113,747 $946K 0.2% new Timeline USRT 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: 15,969 shares; 2024Q4: 15,969 shares; 2025Q1: 15,969 shares; 2025Q2: 15,969 shares; 2025Q3: 15,969 shares; 2025Q4: 15,969 shares; 2026Q1: 15,969 shares 15,969 $945K 0.2% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,026 shares; 2024Q4: 22,051 shares; 2025Q1: 22,044 shares; 2025Q2: 17,001 shares; 2025Q3: 15,651 shares; 2025Q4: 15,698 shares; 2026Q1: 15,746 shares 15,746 $926K 0.2% +48 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: 18,187 shares; 2024Q4: 1,199 shares; 2025Q1: 1,204 shares; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares; 2025Q4: 1,199 shares; 2026Q1: 1,276 shares 1,276 $904K 0.19% +77 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,602 shares; 2025Q2: 36,565 shares; 2025Q3: 37,339 shares; 2025Q4: 39,596 shares; 2026Q1: 39,596 shares 39,596 $862K 0.18% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,861 shares; 2024Q4: 10,861 shares; 2025Q1: 10,861 shares; 2025Q2: 10,861 shares; 2025Q3: 10,861 shares; 2025Q4: 10,861 shares; 2026Q1: 10,922 shares 10,922 $847K 0.18% +61 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares; 2025Q3: 31,000 shares; 2025Q4: 31,000 shares; 2026Q1: 31,000 shares 31,000 $834K 0.18% 0 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: 4,038 shares; 2024Q4: 4,070 shares; 2025Q1: 5,073 shares; 2025Q2: 5,167 shares; 2025Q3: 5,147 shares; 2025Q4: 4,147 shares; 2026Q1: 4,167 shares 4,167 $829K 0.18% +20 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: 11,635 shares; 2024Q4: 11,635 shares; 2025Q1: 9,695 shares; 2025Q2: 9,701 shares; 2025Q3: 10,890 shares; 2025Q4: 1,924 shares; 2026Q1: 1,910 shares 1,910 $822K 0.17% -14 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: 275,920 shares; 2024Q4: 18,552 shares; 2025Q1: 8,090 shares; 2025Q2: 6,720 shares; 2025Q3: 7,457 shares; 2025Q4: 15,639 shares; 2026Q1: 16,006 shares 16,006 $804K 0.17% +367 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,529 shares; 2024Q4: 28,993 shares; 2025Q1: 28,467 shares; 2025Q2: 23,588 shares; 2025Q3: 20,007 shares; 2025Q4: 19,946 shares; 2026Q1: 11,443 shares 11,443 $794K 0.17% -8,503 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,600 shares; 2024Q4: 18,600 shares; 2025Q1: 19,205 shares; 2025Q2: 19,197 shares; 2025Q3: 19,197 shares; 2025Q4: 19,197 shares; 2026Q1: 19,197 shares 19,197 $788K 0.17% 0 Timeline CCSI CONSENSUS CLOUD SOLUTIONS IN More: the full row for CONSENSUS CLOUD SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,857 shares; 2024Q4: 170,306 shares; 2025Q1: 170,306 shares; 2025Q2: 166,260 shares; 2025Q3: 85,335 shares; 2025Q4: 82,946 shares; 2026Q1: 32,145 shares 32,145 $763K 0.16% -50,801 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: 395 shares; 2025Q3: 1,867 shares; 2025Q4: 1,847 shares; 2026Q1: 1,853 shares 1,853 $723K 0.15% +6 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,514 shares; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares; 2025Q2: 2,574 shares; 2025Q3: 1,637 shares; 2025Q4: 1,560 shares; 2026Q1: 1,375 shares 1,375 $719K 0.15% -185 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.15% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,548 shares; 2025Q1: 3,247 shares; 2025Q2: 4,838 shares; 2025Q3: 3,510 shares; 2025Q4: 12,422 shares; 2026Q1: 12,442 shares 12,442 $717K 0.15% +20 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,474 shares; 2024Q4: 16,425 shares; 2025Q1: 15,849 shares; 2025Q2: 15,849 shares; 2025Q3: 15,849 shares; 2025Q4: 8,522 shares; 2026Q1: 7,972 shares 7,972 $703K 0.15% -550 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,494 shares; 2024Q4: 4,594 shares; 2025Q1: 4,567 shares; 2025Q2: 2,838 shares; 2025Q3: 2,838 shares; 2025Q4: 2,741 shares; 2026Q1: 2,127 shares 2,127 $686K 0.15% -614 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: not reported; 2025Q3: 4,884 shares; 2025Q4: 13,784 shares; 2026Q1: 13,470 shares 13,470 $682K 0.14% -314 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: 1,398 shares; 2024Q4: 451,784 shares; 2025Q1: 288,476 shares; 2025Q2: 1,436 shares; 2025Q3: 1,499 shares; 2025Q4: 977 shares; 2026Q1: 1,040 shares 1,040 $676K 0.14% +63 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,000 shares; 2026Q1: 27,036 shares 27,036 $660K 0.14% +36 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: 14,854 shares; 2024Q4: 14,748 shares; 2025Q1: 14,821 shares; 2025Q2: 9,154 shares; 2025Q3: 9,154 shares; 2025Q4: 9,137 shares; 2026Q1: 6,678 shares 6,678 $648K 0.14% -2,459 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: 2,185 shares; 2024Q4: 2,177 shares; 2025Q1: 3,496 shares; 2025Q2: 2,825 shares; 2025Q3: 2,862 shares; 2025Q4: 2,177 shares; 2026Q1: 2,273 shares 2,273 $645K 0.14% +96 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,880 shares; 2024Q4: 12,882 shares; 2025Q1: 12,882 shares; 2025Q2: 12,882 shares; 2025Q3: 12,807 shares; 2025Q4: 12,807 shares; 2026Q1: 4,259 shares 4,259 $631K 0.13% -8,548 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 334 shares; 2025Q1: 554 shares; 2025Q2: 552 shares; 2025Q3: 536 shares; 2025Q4: 5,425 shares; 2026Q1: 6,482 shares 6,482 $623K 0.13% +1,057 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: 2,124 shares; 2024Q4: 2,130 shares; 2025Q1: 4,049 shares; 2025Q2: 3,071 shares; 2025Q3: 3,071 shares; 2025Q4: 1,855 shares; 2026Q1: 1,862 shares 1,862 $612K 0.13% +7 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,339 shares; 2024Q4: 12,784 shares; 2025Q1: 8,604 shares; 2025Q2: 8,604 shares; 2025Q3: 7,424 shares; 2025Q4: 6,774 shares; 2026Q1: 7,051 shares 7,051 $611K 0.13% +277 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,823 shares; 2024Q4: 67,480 shares; 2025Q1: 67,312 shares; 2025Q2: 70,743 shares; 2025Q3: 43,520 shares; 2025Q4: 43,099 shares; 2026Q1: 17,231 shares 17,231 $611K 0.13% -25,868 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,350 shares; 2024Q4: 15,350 shares; 2025Q1: 9,078 shares; 2025Q2: 9,078 shares; 2025Q3: 9,078 shares; 2025Q4: 7,437 shares; 2026Q1: 7,437 shares 7,437 $590K 0.13% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,248 shares; 2024Q4: 13,207 shares; 2025Q1: 13,160 shares; 2025Q2: 8,082 shares; 2025Q3: 8,082 shares; 2025Q4: 8,082 shares; 2026Q1: 7,954 shares 7,954 $585K 0.12% -128 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,558 shares; 2025Q4: 1,598 shares; 2026Q1: 1,609 shares 1,609 $574K 0.12% +11 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,081 shares; 2025Q2: 10,289 shares; 2025Q3: 16,777 shares; 2025Q4: 8,451 shares; 2026Q1: 8,474 shares 8,474 $572K 0.12% +23 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,203 shares; 2024Q4: 7,465 shares; 2025Q1: 7,176 shares; 2025Q2: 6,643 shares; 2025Q3: 4,658 shares; 2025Q4: 4,608 shares; 2026Q1: 1,884 shares 1,884 $567K 0.12% -2,724 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,954 shares; 2025Q2: 4,954 shares; 2025Q3: 4,811 shares; 2025Q4: 4,067 shares; 2026Q1: 4,080 shares 4,080 $555K 0.12% +13 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 5,349 shares; 2025Q1: 5,379 shares; 2025Q2: 3,140 shares; 2025Q3: 3,140 shares; 2025Q4: 2,747 shares; 2026Q1: 2,719 shares 2,719 $544K 0.12% -28 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 3,610 shares; 2025Q1: 3,579 shares; 2025Q2: 1,949 shares; 2025Q3: 1,949 shares; 2025Q4: 1,872 shares; 2026Q1: 1,848 shares 1,848 $541K 0.11% -24 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,008 shares; 2024Q4: 10,871 shares; 2025Q1: 12,269 shares; 2025Q2: 8,965 shares; 2025Q3: 8,965 shares; 2025Q4: 8,971 shares; 2026Q1: 8,658 shares 8,658 $535K 0.11% -313 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170,488 shares; 2025Q1: 171,067 shares; 2025Q2: 2,885 shares; 2025Q3: 2,851 shares; 2025Q4: 1,640 shares; 2026Q1: 1,648 shares 1,648 $529K 0.11% +8 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,251 shares; 2025Q1: 1,253 shares; 2025Q2: 1,251 shares; 2025Q3: 1,251 shares; 2025Q4: 1,251 shares; 2026Q1: 1,241 shares 1,241 $517K 0.11% -10 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 4,595 shares; 2025Q1: 4,570 shares; 2025Q2: 2,842 shares; 2025Q3: 2,842 shares; 2025Q4: 2,841 shares; 2026Q1: 2,724 shares 2,724 $512K 0.11% -117 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: 11,205 shares; 2024Q4: 11,205 shares; 2025Q1: 11,205 shares; 2025Q2: 11,040 shares; 2025Q3: 11,040 shares; 2025Q4: 11,040 shares; 2026Q1: 11,153 shares 11,153 $509K 0.11% +113 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: 2,826 shares; 2024Q4: 2,739 shares; 2025Q1: 4,697 shares; 2025Q2: 3,442 shares; 2025Q3: 2,051 shares; 2025Q4: 1,499 shares; 2026Q1: 1,442 shares 1,442 $507K 0.11% -57 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: 6,207 shares; 2024Q4: 6,298 shares; 2025Q1: 5,239 shares; 2025Q2: 5,230 shares; 2025Q3: 3,629 shares; 2025Q4: 3,925 shares; 2026Q1: 3,399 shares 3,399 $500K 0.11% -526 Timeline MINT 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: 2,794 shares; 2025Q1: 2,794 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,950 shares; 2026Q1: 4,950 shares 4,950 $498K 0.11% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: 5,476 shares; 2025Q1: 5,666 shares; 2025Q2: 11,322 shares; 2025Q3: 11,322 shares; 2025Q4: 10,609 shares; 2026Q1: 10,609 shares 10,609 $492K 0.1% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,305 shares; 2024Q4: 10,357 shares; 2025Q1: 10,357 shares; 2025Q2: 10,518 shares; 2025Q3: 10,447 shares; 2025Q4: 10,447 shares; 2026Q1: 10,447 shares 10,447 $491K 0.1% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 4,160 shares; 2025Q1: 4,160 shares; 2025Q2: 4,380 shares; 2025Q3: 4,473 shares; 2025Q4: 4,567 shares; 2026Q1: 4,618 shares 4,618 $490K 0.1% +51 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: 1,484 shares; 2024Q4: 1,579 shares; 2025Q1: 1,582 shares; 2025Q2: 1,579 shares; 2025Q3: 1,590 shares; 2025Q4: 1,558 shares; 2026Q1: 1,537 shares 1,537 $489K 0.1% -21 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 1,743 shares; 2025Q1: 1,855 shares; 2025Q2: 1,860 shares; 2025Q3: 1,737 shares; 2025Q4: 1,688 shares; 2026Q1: 1,601 shares 1,601 $484K 0.1% -87 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,612 shares; 2024Q4: 10,691 shares; 2025Q1: 10,598 shares; 2025Q2: 12,377 shares; 2025Q3: 12,377 shares; 2025Q4: 12,370 shares; 2026Q1: 10,735 shares 10,735 $483K 0.1% -1,635 Timeline FLRN 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: 15,697 shares; 2025Q4: 15,697 shares; 2026Q1: 15,697 shares 15,697 $483K 0.1% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 1,456 shares; 2025Q1: 2,608 shares; 2025Q2: 2,006 shares; 2025Q3: 1,995 shares; 2025Q4: 2,199 shares; 2026Q1: 2,123 shares 2,123 $480K 0.1% -76 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 633 shares; 2025Q1: 1,246 shares; 2025Q2: 1,000 shares; 2025Q3: 1,018 shares; 2025Q4: 540 shares; 2026Q1: 547 shares 547 $477K 0.1% +7 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,977 shares; 2024Q4: 9,793 shares; 2025Q1: 9,560 shares; 2025Q2: 9,560 shares; 2025Q3: 4,210 shares; 2025Q4: 3,514 shares; 2026Q1: 3,549 shares 3,549 $469K 0.1% +35 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,090 shares; 2024Q4: 7,179 shares; 2025Q1: 7,086 shares; 2025Q2: 4,350 shares; 2025Q3: 4,350 shares; 2025Q4: 4,350 shares; 2026Q1: 4,283 shares 4,283 $469K 0.1% -67 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,785 shares; 2025Q1: 1,490 shares; 2025Q2: 1,510 shares; 2025Q3: 1,505 shares; 2025Q4: 1,610 shares; 2026Q1: 1,387 shares 1,387 $469K 0.1% -223 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,643 shares; 2025Q2: 8,290 shares; 2025Q3: 8,290 shares; 2025Q4: not reported; 2026Q1: 10,056 shares 10,056 $467K 0.1% new Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 4,519 shares; 2025Q1: 4,414 shares; 2025Q2: 2,686 shares; 2025Q3: 2,686 shares; 2025Q4: 2,683 shares; 2026Q1: 2,649 shares 2,649 $460K 0.1% -34 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 3,251 shares; 2025Q1: 3,301 shares; 2025Q2: 2,997 shares; 2025Q3: 2,983 shares; 2025Q4: 2,910 shares; 2026Q1: 2,851 shares 2,851 $448K 0.1% -59 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,174 shares; 2024Q4: 6,212 shares; 2025Q1: 9,048 shares; 2025Q2: 4,314 shares; 2025Q3: 4,314 shares; 2025Q4: 3,295 shares; 2026Q1: 3,101 shares 3,101 $445K 0.09% -194 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 12,100 shares; 2025Q1: 12,100 shares; 2025Q2: 12,100 shares; 2025Q3: 12,100 shares; 2025Q4: 12,100 shares; 2026Q1: 12,100 shares 12,100 $443K 0.09% 0 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: 653 shares; 2024Q4: 692 shares; 2025Q1: 2,185 shares; 2025Q2: 2,172 shares; 2025Q3: 1,749 shares; 2025Q4: 1,591 shares; 2026Q1: 914 shares 914 $439K 0.09% -677 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: 5,301 shares; 2025Q1: 5,301 shares; 2025Q2: 5,167 shares; 2025Q3: 5,715 shares; 2025Q4: 5,579 shares; 2026Q1: 5,771 shares 5,771 $435K 0.09% +192 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,488 shares; 2025Q1: 3,477 shares; 2025Q2: 2,159 shares; 2025Q3: 2,159 shares; 2025Q4: 2,159 shares; 2026Q1: 2,123 shares 2,123 $430K 0.09% -36 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,942 shares; 2024Q4: 2,031 shares; 2025Q1: 2,031 shares; 2025Q2: 2,031 shares; 2025Q3: 2,031 shares; 2025Q4: 1,984 shares; 2026Q1: 1,559 shares 1,559 $427K 0.09% -425 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: 8,581 shares; 2024Q4: 17,262 shares; 2025Q1: 17,262 shares; 2025Q2: 17,262 shares; 2025Q3: 17,263 shares; 2025Q4: 17,263 shares; 2026Q1: 17,263 shares 17,263 $427K 0.09% 0 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,847 shares; 2024Q4: 20,023 shares; 2025Q1: 19,665 shares; 2025Q2: 12,093 shares; 2025Q3: 12,093 shares; 2025Q4: 12,088 shares; 2026Q1: 11,890 shares 11,890 $422K 0.09% -198 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: not reported; 2025Q3: 6,990 shares; 2025Q4: 8,490 shares; 2026Q1: 8,490 shares 8,490 $420K 0.09% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,221 shares; 2024Q4: 1,865 shares; 2025Q1: 1,897 shares; 2025Q2: 4,631 shares; 2025Q3: 3,998 shares; 2025Q4: 2,558 shares; 2026Q1: 2,548 shares 2,548 $419K 0.09% -10 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: 20,320 shares; 2024Q4: 23,326 shares; 2025Q1: 23,224 shares; 2025Q2: 26,311 shares; 2025Q3: 19,496 shares; 2025Q4: 15,454 shares; 2026Q1: 6,194 shares 6,194 $419K 0.09% -9,260 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: 2,395 shares; 2025Q1: 2,395 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares; 2025Q4: 2,361 shares; 2026Q1: 2,364 shares 2,364 $415K 0.09% +3 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,862 shares; 2024Q4: 8,862 shares; 2025Q1: 8,862 shares; 2025Q2: 8,862 shares; 2025Q3: 8,862 shares; 2025Q4: 8,862 shares; 2026Q1: 8,862 shares 8,862 $413K 0.09% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,266 shares; 2024Q4: 6,266 shares; 2025Q1: 6,266 shares; 2025Q2: 6,266 shares; 2025Q3: 6,266 shares; 2025Q4: 6,266 shares; 2026Q1: 6,275 shares 6,275 $411K 0.09% +9 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: 8,345 shares; 2024Q4: 8,442 shares; 2025Q1: 8,369 shares; 2025Q2: 5,138 shares; 2025Q3: 5,138 shares; 2025Q4: 5,136 shares; 2026Q1: 5,057 shares 5,057 $409K 0.09% -79 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: 1,291 shares; 2024Q4: 1,291 shares; 2025Q1: 1,589 shares; 2025Q2: 1,737 shares; 2025Q3: 1,594 shares; 2025Q4: 3,178 shares; 2026Q1: 3,078 shares 3,078 $409K 0.09% -100 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 4,172 shares; 2025Q1: 4,176 shares; 2025Q2: 4,092 shares; 2025Q3: 3,942 shares; 2025Q4: 3,812 shares; 2026Q1: 3,961 shares 3,961 $399K 0.08% +149 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 3,907 shares; 2025Q1: 3,883 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,414 shares; 2026Q1: 2,295 shares 2,295 $392K 0.08% -119 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,190 shares; 2026Q1: 1,191 shares 1,191 $383K 0.08% +1 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 3,057 shares; 2025Q1: 3,068 shares; 2025Q2: 1,901 shares; 2025Q3: 1,901 shares; 2025Q4: 1,899 shares; 2026Q1: 1,866 shares 1,866 $382K 0.08% -33 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,911 shares; 2024Q4: 7,257 shares; 2025Q1: 7,257 shares; 2025Q2: 4,800 shares; 2025Q3: 4,844 shares; 2025Q4: 4,843 shares; 2026Q1: 4,506 shares 4,506 $377K 0.08% -337 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: 1,071 shares; 2024Q4: 1,181 shares; 2025Q1: 1,295 shares; 2025Q2: 1,434 shares; 2025Q3: 1,428 shares; 2025Q4: 1,031 shares; 2026Q1: 1,007 shares 1,007 $374K 0.08% -24 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,121 shares; 2025Q4: 3,120 shares; 2026Q1: 3,069 shares 3,069 $362K 0.08% -51 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,451 shares; 2024Q4: 12,448 shares; 2025Q1: 12,280 shares; 2025Q2: 6,679 shares; 2025Q3: 6,679 shares; 2025Q4: 6,682 shares; 2026Q1: 6,595 shares 6,595 $361K 0.08% -87 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,870 shares; 2024Q4: 3,007 shares; 2025Q1: 3,007 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares; 2025Q4: 2,922 shares; 2026Q1: 2,663 shares 2,663 $361K 0.08% -259 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,729 shares; 2025Q1: 1,730 shares; 2025Q2: 1,065 shares; 2025Q3: 1,065 shares; 2025Q4: 1,065 shares; 2026Q1: 1,049 shares 1,049 $356K 0.08% -16 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 3,870 shares; 2025Q4: 3,869 shares; 2026Q1: 3,819 shares 3,819 $353K 0.08% -50 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,510 shares; 2025Q1: 3,546 shares; 2025Q2: 3,054 shares; 2025Q3: 3,612 shares; 2025Q4: 3,560 shares; 2026Q1: 1,889 shares 1,889 $353K 0.07% -1,671 Timeline XPRO EXPRO GROUP HOLDINGS NV More: the full row for EXPRO GROUP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,227 shares 20,227 $352K 0.07% 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: 741 shares; 2024Q4: 741 shares; 2025Q1: 762 shares; 2025Q2: 759 shares; 2025Q3: 754 shares; 2025Q4: 765 shares; 2026Q1: 826 shares 826 $351K 0.07% +61 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: 11,091 shares; 2024Q4: 1,842 shares; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,088 shares; 2026Q1: 2,188 shares 2,188 $351K 0.07% +100 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,409 shares; 2024Q4: 5,736 shares; 2025Q1: 5,779 shares; 2025Q2: 10,410 shares; 2025Q3: 7,748 shares; 2025Q4: 7,632 shares; 2026Q1: 3,750 shares 3,750 $347K 0.07% -3,882 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 260 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,750 shares; 2026Q1: 3,755 shares 3,755 $347K 0.07% +5 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,267 shares; 2024Q4: 12,537 shares; 2025Q1: 12,560 shares; 2025Q2: 8,762 shares; 2025Q3: 8,762 shares; 2025Q4: 8,765 shares; 2026Q1: 8,362 shares 8,362 $346K 0.07% -403 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,766 shares; 2024Q4: 7,895 shares; 2025Q1: 7,857 shares; 2025Q2: 5,771 shares; 2025Q3: 5,771 shares; 2025Q4: 5,689 shares; 2026Q1: 5,609 shares 5,609 $341K 0.07% -80 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,134 shares; 2024Q4: 15,052 shares; 2025Q1: 15,046 shares; 2025Q2: 8,180 shares; 2025Q3: 8,180 shares; 2025Q4: 8,183 shares; 2026Q1: 8,064 shares 8,064 $340K 0.07% -119 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,201 shares; 2024Q4: 15,423 shares; 2025Q1: 16,122 shares; 2025Q2: 10,861 shares; 2025Q3: 10,861 shares; 2025Q4: 10,864 shares; 2026Q1: 10,716 shares 10,716 $337K 0.07% -148 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 1,856 shares; 2025Q1: 1,840 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares; 2026Q1: 943 shares 943 $336K 0.07% -2 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 722 shares; 2025Q1: 722 shares; 2025Q2: 722 shares; 2025Q3: 722 shares; 2025Q4: 706 shares; 2026Q1: 981 shares 981 $336K 0.07% +275 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,519 shares; 2025Q2: 6,266 shares; 2025Q3: 5,438 shares; 2025Q4: 5,399 shares; 2026Q1: 5,433 shares 5,433 $332K 0.07% +34 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,349 shares; 2025Q1: 3,337 shares; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 1,720 shares; 2026Q1: 1,628 shares 1,628 $332K 0.07% -92 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,193 shares; 2024Q4: 6,182 shares; 2025Q1: 6,172 shares; 2025Q2: 3,799 shares; 2025Q3: 3,799 shares; 2025Q4: 3,797 shares; 2026Q1: 3,750 shares 3,750 $323K 0.07% -47 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 1,383 shares; 2025Q1: 1,411 shares; 2025Q2: 1,573 shares; 2025Q3: 1,722 shares; 2025Q4: 1,714 shares; 2026Q1: 1,702 shares 1,702 $323K 0.07% -12 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: 5,186 shares; 2024Q4: 5,635 shares; 2025Q1: 5,309 shares; 2025Q2: 3,314 shares; 2025Q3: 3,188 shares; 2025Q4: 3,187 shares; 2026Q1: 4,365 shares 4,365 $323K 0.07% +1,178 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,753 shares; 2025Q2: 2,960 shares; 2025Q3: 2,960 shares; 2025Q4: 2,959 shares; 2026Q1: 2,835 shares 2,835 $320K 0.07% -124 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: 3,176 shares; 2024Q4: 3,398 shares; 2025Q1: 3,396 shares; 2025Q2: 3,327 shares; 2025Q3: 2,066 shares; 2025Q4: 2,060 shares; 2026Q1: 878 shares 878 $315K 0.07% -1,182 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: 423 shares; 2024Q4: 439 shares; 2025Q1: 450 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 2,680 shares; 2026Q1: 3,011 shares 3,011 $315K 0.07% +331 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,706 shares 6,706 $314K 0.07% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 3,031 shares; 2025Q1: 3,056 shares; 2025Q2: 3,023 shares; 2025Q3: 2,652 shares; 2025Q4: 3,548 shares; 2026Q1: 1,437 shares 1,437 $312K 0.07% -2,111 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,710 shares; 2026Q1: 4,710 shares 4,710 $311K 0.07% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 283 shares; 2026Q1: 283 shares 283 $309K 0.07% 0 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,567 shares; 2026Q1: 5,473 shares 5,473 $307K 0.07% -94 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: 3,263 shares; 2025Q3: 2,932 shares; 2025Q4: 1,543 shares; 2026Q1: 1,402 shares 1,402 $300K 0.06% -141 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,074 shares; 2024Q4: 6,069 shares; 2025Q1: 6,026 shares; 2025Q2: 3,293 shares; 2025Q3: 3,293 shares; 2025Q4: 3,294 shares; 2026Q1: 3,246 shares 3,246 $299K 0.06% -48 Timeline AES AES CORP More: the full row for AES 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: 14,800 shares; 2025Q3: 14,800 shares; 2025Q4: 21,200 shares; 2026Q1: 21,200 shares 21,200 $299K 0.06% 0 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,124 shares; 2024Q4: 9,086 shares; 2025Q1: 9,060 shares; 2025Q2: 5,587 shares; 2025Q3: 5,587 shares; 2025Q4: 5,586 shares; 2026Q1: 5,499 shares 5,499 $298K 0.06% -87 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL 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: 567 shares; 2025Q4: 567 shares; 2026Q1: 568 shares 568 $297K 0.06% +1 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 1,879 shares; 2025Q4: 1,268 shares; 2026Q1: 1,272 shares 1,272 $293K 0.06% +4 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 674 shares; 2025Q2: 659 shares; 2025Q3: 659 shares; 2025Q4: 597 shares; 2026Q1: 667 shares 667 $288K 0.06% +70 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,442 shares; 2024Q4: 7,607 shares; 2025Q1: 7,622 shares; 2025Q2: 3,787 shares; 2025Q3: 3,787 shares; 2025Q4: 3,668 shares; 2026Q1: 3,618 shares 3,618 $287K 0.06% -50 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,483 shares; 2025Q1: 1,487 shares; 2025Q2: 1,487 shares; 2025Q3: 1,488 shares; 2025Q4: 1,488 shares; 2026Q1: 1,489 shares 1,489 $286K 0.06% +1 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,877 shares; 2024Q4: 3,134 shares; 2025Q1: 3,134 shares; 2025Q2: 3,134 shares; 2025Q3: 3,134 shares; 2025Q4: 3,067 shares; 2026Q1: 2,966 shares 2,966 $284K 0.06% -101 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,383 shares; 2024Q4: 5,382 shares; 2025Q1: 5,345 shares; 2025Q2: 3,324 shares; 2025Q3: 3,324 shares; 2025Q4: 3,323 shares; 2026Q1: 3,224 shares 3,224 $284K 0.06% -99 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 1,232 shares; 2026Q1: 1,240 shares 1,240 $283K 0.06% +8 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 564 shares 564 $280K 0.06% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,719 shares; 2024Q4: 5,719 shares; 2025Q1: 5,747 shares; 2025Q2: 5,554 shares; 2025Q3: 5,554 shares; 2025Q4: 5,464 shares; 2026Q1: 5,294 shares 5,294 $278K 0.06% -170 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,666 shares; 2025Q4: 5,472 shares; 2026Q1: 6,289 shares 6,289 $278K 0.06% +817 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,710 shares; 2024Q4: 11,772 shares; 2025Q1: 11,701 shares; 2025Q2: 7,268 shares; 2025Q3: 7,268 shares; 2025Q4: 7,267 shares; 2026Q1: 7,146 shares 7,146 $277K 0.06% -121 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,033 shares; 2024Q4: 6,144 shares; 2025Q1: 6,114 shares; 2025Q2: 3,805 shares; 2025Q3: 3,805 shares; 2025Q4: 3,804 shares; 2026Q1: 3,653 shares 3,653 $275K 0.06% -151 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,691 shares; 2024Q4: 3,691 shares; 2025Q1: 3,735 shares; 2025Q2: 3,691 shares; 2025Q3: 3,981 shares; 2025Q4: 3,039 shares; 2026Q1: 3,039 shares 3,039 $272K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,033 shares; 2025Q3: 6,033 shares; 2025Q4: 6,505 shares; 2026Q1: 6,905 shares 6,905 $272K 0.06% +400 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 7,595 shares; 2025Q3: 7,595 shares; 2025Q4: 7,597 shares; 2026Q1: 7,505 shares 7,505 $268K 0.06% -92 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 762 shares; 2025Q1: 845 shares; 2025Q2: 842 shares; 2025Q3: 918 shares; 2025Q4: 820 shares; 2026Q1: 781 shares 781 $268K 0.06% -39 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 181 shares; 2026Q1: 182 shares 182 $268K 0.06% +1 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares; 2026Q1: 2,248 shares 2,248 $265K 0.06% -112 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,084 shares; 2024Q4: 12,341 shares; 2025Q1: 12,238 shares; 2025Q2: 7,685 shares; 2025Q3: 7,685 shares; 2025Q4: 7,684 shares; 2026Q1: 7,331 shares 7,331 $264K 0.06% -353 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: 1,597 shares; 2024Q4: 1,605 shares; 2025Q1: 2,644 shares; 2025Q2: 2,279 shares; 2025Q3: 2,392 shares; 2025Q4: 1,067 shares; 2026Q1: 976 shares 976 $264K 0.06% -91 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,192 shares; 2024Q4: 10,262 shares; 2025Q1: 10,262 shares; 2025Q2: 10,262 shares; 2025Q3: 10,339 shares; 2025Q4: 10,262 shares; 2026Q1: 10,318 shares 10,318 $263K 0.06% +56 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,226 shares; 2025Q4: not reported; 2026Q1: 669 shares 669 $262K 0.06% new Timeline CTS CTS CORP More: the full row for CTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,665 shares; 2024Q4: 7,652 shares; 2025Q1: 7,656 shares; 2025Q2: 5,544 shares; 2025Q3: 5,544 shares; 2025Q4: 5,545 shares; 2026Q1: 5,463 shares 5,463 $261K 0.06% -82 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,759 shares; 2024Q4: 11,218 shares; 2025Q1: 11,380 shares; 2025Q2: 12,485 shares; 2025Q3: 8,735 shares; 2025Q4: 8,659 shares; 2026Q1: 3,740 shares 3,740 $259K 0.05% -4,919 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: 86,820 shares; 2024Q4: not reported; 2025Q1: 2,272 shares; 2025Q2: 3,679 shares; 2025Q3: 3,004 shares; 2025Q4: 3,020 shares; 2026Q1: 1,728 shares 1,728 $253K 0.05% -1,292 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,038 shares; 2025Q1: 2,206 shares; 2025Q2: 2,176 shares; 2025Q3: 2,289 shares; 2025Q4: 2,371 shares; 2026Q1: 2,118 shares 2,118 $251K 0.05% -253 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,992 shares; 2024Q4: 16,033 shares; 2025Q1: 11,809 shares; 2025Q2: not reported; 2025Q3: 427,281 shares; 2025Q4: not reported; 2026Q1: 7,181 shares 7,181 $250K 0.05% new Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,597 shares; 2024Q4: 8,612 shares; 2025Q1: 8,581 shares; 2025Q2: 4,679 shares; 2025Q3: 4,679 shares; 2025Q4: 4,678 shares; 2026Q1: 4,615 shares 4,615 $250K 0.05% -63 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,090 shares; 2024Q4: 4,160 shares; 2025Q1: 4,165 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,593 shares; 2026Q1: 2,472 shares 2,472 $249K 0.05% -121 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: 1,338 shares; 2024Q4: 1,338 shares; 2025Q1: 1,716 shares; 2025Q2: 1,589 shares; 2025Q3: 1,482 shares; 2025Q4: 1,328 shares; 2026Q1: 1,272 shares 1,272 $247K 0.05% -56 Timeline TNET TRINET GROUP INC More: the full row for TRINET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 7,237 shares; 2025Q1: 7,769 shares; 2025Q2: 9,070 shares; 2025Q3: 11,198 shares; 2025Q4: 11,062 shares; 2026Q1: 6,767 shares 6,767 $247K 0.05% -4,295 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 429 shares; 2026Q1: 435 shares 435 $244K 0.05% +6 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 2,824 shares; 2025Q1: 5,633 shares; 2025Q2: 3,958 shares; 2025Q3: 3,958 shares; 2025Q4: 3,961 shares; 2026Q1: 3,915 shares 3,915 $242K 0.05% -46 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: 1,778 shares; 2025Q3: 1,328 shares; 2025Q4: not reported; 2026Q1: 703 shares 703 $237K 0.05% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN 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: 1,195 shares; 2025Q4: 1,168 shares; 2026Q1: 1,170 shares 1,170 $236K 0.05% +2 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,874 shares; 2024Q4: 27,874 shares; 2025Q1: 27,874 shares; 2025Q2: 27,874 shares; 2025Q3: 27,874 shares; 2025Q4: 27,874 shares; 2026Q1: 27,878 shares 27,878 $236K 0.05% +4 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: 1,009 shares; 2024Q4: 1,009 shares; 2025Q1: 1,001 shares; 2025Q2: not reported; 2025Q3: 453 shares; 2025Q4: 480 shares; 2026Q1: 478 shares 478 $235K 0.05% -2 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,981 shares; 2025Q3: 5,981 shares; 2025Q4: 5,981 shares; 2026Q1: 5,981 shares 5,981 $234K 0.05% 0 Timeline NBN NORTHEAST BK PORTLAND ME More: the full row for NORTHEAST BK PORTLAND ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,102 shares; 2025Q4: 2,100 shares; 2026Q1: 2,064 shares 2,064 $232K 0.05% -36 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 947 shares; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 923 shares; 2026Q1: 924 shares 924 $232K 0.05% +1 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,358 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares; 2025Q4: 1,327 shares; 2026Q1: 1,327 shares 1,327 $226K 0.05% 0 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,374 shares; 2024Q4: 9,186 shares; 2025Q1: 10,387 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,257 shares 6,257 $225K 0.05% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 947 shares 947 $224K 0.05% new Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,542 shares; 2024Q4: 15,421 shares; 2025Q1: 15,457 shares; 2025Q2: 9,512 shares; 2025Q3: 9,512 shares; 2025Q4: 9,512 shares; 2026Q1: 9,304 shares 9,304 $220K 0.05% -208 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,316 shares; 2024Q4: 5,316 shares; 2025Q1: 5,318 shares; 2025Q2: 5,316 shares; 2025Q3: 5,316 shares; 2025Q4: 4,039 shares; 2026Q1: 4,051 shares 4,051 $216K 0.05% +12 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,374 shares; 2024Q4: not reported; 2025Q1: 5,258 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,164 shares 3,164 $216K 0.05% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: not reported; 2025Q4: 1,249 shares; 2026Q1: 1,259 shares 1,259 $213K 0.05% +10 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,582 shares; 2025Q3: 2,593 shares; 2025Q4: 2,511 shares; 2026Q1: 2,511 shares 2,511 $212K 0.05% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,598 shares; 2024Q4: 5,439 shares; 2025Q1: 5,442 shares; 2025Q2: 5,403 shares; 2025Q3: 5,403 shares; 2025Q4: 5,300 shares; 2026Q1: 5,245 shares 5,245 $212K 0.04% -55 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 853 shares; 2025Q1: 856 shares; 2025Q2: 853 shares; 2025Q3: 853 shares; 2025Q4: 1,106 shares; 2026Q1: 1,108 shares 1,108 $210K 0.04% +2 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS 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: 10,737 shares 10,737 $210K 0.04% new Timeline IEF 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: 2,074 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,157 shares; 2025Q3: 2,157 shares; 2025Q4: 2,157 shares; 2026Q1: 2,157 shares 2,157 $206K 0.04% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,102 shares; 2025Q4: 980 shares; 2026Q1: 980 shares 980 $205K 0.04% 0 Timeline DFEB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,319 shares; 2025Q4: 4,319 shares; 2026Q1: 4,319 shares 4,319 $205K 0.04% 0 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,031 shares; 2024Q4: 6,244 shares; 2025Q1: 7,885 shares; 2025Q2: 8,257 shares; 2025Q3: 21,279 shares; 2025Q4: 21,024 shares; 2026Q1: 7,927 shares 7,927 $203K 0.04% -13,097 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 716 shares 716 $202K 0.04% new Timeline MOD MODINE MFG CO More: the full row for MODINE MFG 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: 927 shares 927 $201K 0.04% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to 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: 802 shares 802 $200K 0.04% new Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,934 shares; 2024Q4: 11,472 shares; 2025Q1: 15,137 shares; 2025Q2: not reported; 2025Q3: 9,525 shares; 2025Q4: not reported; 2026Q1: 11,139 shares 11,139 $182K 0.04% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,065 shares 11,065 $175K 0.04% new Timeline SABR SABRE CORP More: the full row for SABRE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,006 shares; 2024Q4: 110,240 shares; 2025Q1: 129,194 shares; 2025Q2: 79,231 shares; 2025Q3: 79,231 shares; 2025Q4: 79,191 shares; 2026Q1: 77,871 shares 77,871 $113K 0.02% -1,320 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $53K 0.01% 0 Timeline KLC KINDERCARE LEARNING COMPANIE More: the full row for KINDERCARE LEARNING COMPANIE Quarterly shares; oldest to 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: 21,300 shares; 2026Q1: 21,323 shares 21,323 $46.9K 0.01% +23 Timeline NXL NEXALIN TECHNOLOGY INC More: the full row for NEXALIN 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: 10,000 shares 10,000 $3.48K <0.01% new Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $1.55K <0.01% 0 Timeline