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; 2024Q3: restricted; 2024Q4: 166,375 shares; 2025Q1: 178,985 shares; 2025Q2: 193,132 shares; 2025Q3: 200,719 shares; 2025Q4: 205,901 shares; 2026Q1: 207,773 shares; 2026Q2: 205,613 shares 205,613 $24.5M 4.38% -2,160 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 68,055 shares; 2025Q1: 72,567 shares; 2025Q2: 77,781 shares; 2025Q3: 80,543 shares; 2025Q4: 82,197 shares; 2026Q1: 82,548 shares; 2026Q2: 81,693 shares 81,693 $23.7M 4.25% -855 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 596,336 shares; 2025Q1: 640,830 shares; 2025Q2: 690,681 shares; 2025Q3: 718,014 shares; 2025Q4: 741,079 shares; 2026Q1: 748,048 shares; 2026Q2: 780,944 shares 780,944 $23M 4.11% +32,896 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; 2024Q3: restricted; 2024Q4: 200,138 shares; 2025Q1: 215,002 shares; 2025Q2: 231,439 shares; 2025Q3: 241,191 shares; 2025Q4: 248,254 shares; 2026Q1: 250,238 shares; 2026Q2: 260,841 shares 260,841 $22.9M 4.1% +10,603 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; 2024Q3: restricted; 2024Q4: 48,653 shares; 2025Q1: 52,251 shares; 2025Q2: 56,172 shares; 2025Q3: 58,347 shares; 2025Q4: 59,915 shares; 2026Q1: 60,322 shares; 2026Q2: 62,926 shares 62,926 $21.6M 3.87% +2,604 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47,903 shares; 2025Q1: 51,206 shares; 2025Q2: 54,909 shares; 2025Q3: 56,976 shares; 2025Q4: 58,423 shares; 2026Q1: 58,637 shares; 2026Q2: 57,996 shares 57,996 $21.2M 3.8% -641 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 230,028 shares; 2025Q1: 249,388 shares; 2025Q2: 271,473 shares; 2025Q3: 284,357 shares; 2025Q4: 294,790 shares; 2026Q1: 301,036 shares; 2026Q2: 297,940 shares 297,940 $17.3M 3.1% -3,096 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 163,095 shares; 2025Q1: 177,659 shares; 2025Q2: 194,871 shares; 2025Q3: 205,435 shares; 2025Q4: 213,079 shares; 2026Q1: 218,250 shares; 2026Q2: 216,139 shares 216,139 $16.7M 2.99% -2,111 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; 2024Q3: restricted; 2024Q4: 136,078 shares; 2025Q1: 147,089 shares; 2025Q2: 159,277 shares; 2025Q3: 166,534 shares; 2025Q4: 172,565 shares; 2026Q1: not reported; 2026Q2: 174,122 shares 174,122 $16.4M 2.93% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 147,994 shares; 2025Q1: 147,172 shares; 2025Q2: 144,102 shares; 2025Q3: 143,057 shares; 2025Q4: 141,148 shares; 2026Q1: 131,905 shares; 2026Q2: 128,022 shares 128,022 $11.6M 2.08% -3,883 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 90,922 shares; 2025Q1: 117,110 shares; 2025Q2: 145,576 shares; 2025Q3: 161,518 shares; 2025Q4: 175,465 shares; 2026Q1: 193,855 shares; 2026Q2: 194,312 shares 194,312 $11.4M 2.05% +457 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43,415 shares; 2025Q1: 55,170 shares; 2025Q2: 68,045 shares; 2025Q3: 75,205 shares; 2025Q4: 81,507 shares; 2026Q1: 90,847 shares; 2026Q2: 91,309 shares 91,309 $10.7M 1.91% +462 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; 2024Q3: restricted; 2024Q4: 37,761 shares; 2025Q1: 47,900 shares; 2025Q2: 59,127 shares; 2025Q3: 65,305 shares; 2025Q4: 70,717 shares; 2026Q1: 78,895 shares; 2026Q2: 79,364 shares 79,364 $10.1M 1.82% +469 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; 2024Q3: restricted; 2024Q4: 48,494 shares; 2025Q1: 52,302 shares; 2025Q2: 55,271 shares; 2025Q3: 57,157 shares; 2025Q4: 59,407 shares; 2026Q1: 62,358 shares; 2026Q2: 63,877 shares 63,877 $10.1M 1.81% +1,519 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 71,853 shares; 2025Q1: 70,019 shares; 2025Q2: 68,115 shares; 2025Q3: 66,915 shares; 2025Q4: 65,424 shares; 2026Q1: 60,472 shares; 2026Q2: 58,420 shares 58,420 $9.6M 1.72% -2,052 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 152,090 shares; 2025Q1: 165,274 shares; 2025Q2: 175,339 shares; 2025Q3: 182,045 shares; 2025Q4: 189,755 shares; 2026Q1: 198,200 shares; 2026Q2: 203,662 shares 203,662 $9.31M 1.67% +5,462 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; 2024Q3: restricted; 2024Q4: 210,522 shares; 2025Q1: 229,137 shares; 2025Q2: 244,259 shares; 2025Q3: 254,574 shares; 2025Q4: 267,435 shares; 2026Q1: 280,216 shares; 2026Q2: 290,362 shares 290,362 $9.21M 1.65% +10,146 Timeline PEY 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; 2024Q3: restricted; 2024Q4: 280,227 shares; 2025Q1: 305,727 shares; 2025Q2: 326,848 shares; 2025Q3: 341,508 shares; 2025Q4: 359,092 shares; 2026Q1: 377,215 shares; 2026Q2: 389,733 shares 389,733 $9.03M 1.62% +12,518 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 88,482 shares; 2025Q1: 100,745 shares; 2025Q2: 111,187 shares; 2025Q3: 117,980 shares; 2025Q4: 123,912 shares; 2026Q1: 131,770 shares; 2026Q2: 137,576 shares 137,576 $7.52M 1.35% +5,806 Timeline FDL 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; 2024Q3: restricted; 2024Q4: 98,750 shares; 2025Q1: 111,524 shares; 2025Q2: 121,570 shares; 2025Q3: 128,810 shares; 2025Q4: 136,998 shares; 2026Q1: 321,226 shares; 2026Q2: 151,969 shares 151,969 $7.39M 1.32% -169,257 Timeline PGX 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; 2024Q3: restricted; 2024Q4: 395,862 shares; 2025Q1: 443,852 shares; 2025Q2: 481,270 shares; 2025Q3: 508,239 shares; 2025Q4: 540,521 shares; 2026Q1: 578,277 shares; 2026Q2: 609,077 shares 609,077 $6.6M 1.18% +30,800 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; 2024Q3: restricted; 2024Q4: 64,755 shares; 2025Q1: 64,490 shares; 2025Q2: 62,660 shares; 2025Q3: 58,978 shares; 2025Q4: 116,181 shares; 2026Q1: 115,980 shares; 2026Q2: 112,616 shares 112,616 $5.98M 1.07% -3,364 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 108,796 shares; 2025Q1: 126,301 shares; 2025Q2: 139,908 shares; 2025Q3: 149,729 shares; 2025Q4: 161,415 shares; 2026Q1: 174,498 shares; 2026Q2: 185,703 shares 185,703 $5.66M 1.01% +11,205 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 176,394 shares; 2025Q1: 208,598 shares; 2025Q2: 233,586 shares; 2025Q3: 251,453 shares; 2025Q4: 272,102 shares; 2026Q1: 294,161 shares; 2026Q2: 313,386 shares 313,386 $5.59M 1% +19,225 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65,493 shares; 2025Q1: 75,935 shares; 2025Q2: 83,818 shares; 2025Q3: 89,522 shares; 2025Q4: 96,181 shares; 2026Q1: 104,226 shares; 2026Q2: 111,718 shares 111,718 $5.59M 1% +7,492 Timeline PGF 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; 2024Q3: restricted; 2024Q4: 207,910 shares; 2025Q1: 245,789 shares; 2025Q2: 275,264 shares; 2025Q3: 297,084 shares; 2025Q4: 322,794 shares; 2026Q1: 352,719 shares; 2026Q2: 378,941 shares 378,941 $5.2M 0.93% +26,222 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,218 shares; 2025Q1: 13,134 shares; 2025Q2: 13,280 shares; 2025Q3: 13,332 shares; 2025Q4: 13,307 shares; 2026Q1: 13,561 shares; 2026Q2: 13,441 shares 13,441 $5.01M 0.9% -120 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,501 shares; 2025Q1: 28,902 shares; 2025Q2: 34,259 shares; 2025Q3: 38,032 shares; 2025Q4: 42,041 shares; 2026Q1: 46,333 shares; 2026Q2: 49,931 shares 49,931 $4.9M 0.88% +3,598 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,890 shares; 2025Q1: 48,903 shares; 2025Q2: 58,526 shares; 2025Q3: 65,501 shares; 2025Q4: 73,266 shares; 2026Q1: 81,745 shares; 2026Q2: 88,578 shares 88,578 $4.76M 0.85% +6,833 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 105,117 shares; 2025Q1: 100,231 shares; 2025Q2: 85,576 shares; 2025Q3: 72,881 shares; 2025Q4: 65,597 shares; 2026Q1: 59,156 shares; 2026Q2: 56,196 shares 56,196 $4.62M 0.83% -2,960 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,468 shares; 2025Q1: 6,468 shares; 2025Q2: 6,468 shares; 2025Q3: 6,468 shares; 2025Q4: 6,479 shares; 2026Q1: 6,486 shares; 2026Q2: 5,984 shares 5,984 $4.48M 0.8% -502 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,129 shares; 2025Q1: 20,810 shares; 2025Q2: 25,723 shares; 2025Q3: 29,132 shares; 2025Q4: 33,004 shares; 2026Q1: 36,891 shares; 2026Q2: 40,047 shares 40,047 $4.4M 0.79% +3,156 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,926 shares; 2025Q1: 18,040 shares; 2025Q2: 18,827 shares; 2025Q3: 18,196 shares; 2025Q4: 18,087 shares; 2026Q1: 14,725 shares; 2026Q2: 13,234 shares 13,234 $3.83M 0.69% -1,491 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 96,133 shares; 2025Q1: 95,709 shares; 2025Q2: 95,297 shares; 2025Q3: 94,109 shares; 2025Q4: 93,859 shares; 2026Q1: 92,991 shares; 2026Q2: 90,715 shares 90,715 $3.28M 0.59% -2,276 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 94,480 shares; 2025Q1: 94,489 shares; 2025Q2: 93,623 shares; 2025Q3: 92,591 shares; 2025Q4: 90,729 shares; 2026Q1: 88,842 shares; 2026Q2: 84,470 shares 84,470 $2.58M 0.46% -4,372 Timeline PWB 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; 2024Q3: restricted; 2024Q4: 10,033 shares; 2025Q1: 10,828 shares; 2025Q2: 11,952 shares; 2025Q3: 12,575 shares; 2025Q4: 12,422 shares; 2026Q1: 13,003 shares; 2026Q2: 13,048 shares 13,048 $2.2M 0.39% +45 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,890 shares; 2025Q1: 6,337 shares; 2025Q2: 7,006 shares; 2025Q3: 7,350 shares; 2025Q4: 7,228 shares; 2026Q1: 7,579 shares; 2026Q2: 7,594 shares 7,594 $2.17M 0.39% +15 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,569 shares; 2025Q1: 6,683 shares; 2025Q2: 6,593 shares; 2025Q3: 6,593 shares; 2025Q4: 6,593 shares; 2026Q1: 6,153 shares; 2026Q2: 5,895 shares 5,895 $2.11M 0.38% -258 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,981 shares; 2025Q1: 15,059 shares; 2025Q2: 15,166 shares; 2025Q3: 15,135 shares; 2025Q4: 15,178 shares; 2026Q1: 15,260 shares; 2026Q2: 14,694 shares 14,694 $2.09M 0.37% -566 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; 2024Q3: restricted; 2024Q4: 50,064 shares; 2025Q1: 53,193 shares; 2025Q2: 57,743 shares; 2025Q3: 60,267 shares; 2025Q4: 59,784 shares; 2026Q1: 62,395 shares; 2026Q2: 61,608 shares 61,608 $2.08M 0.37% -787 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; 2024Q3: restricted; 2024Q4: 1,011 shares; 2025Q1: 1,011 shares; 2025Q2: 1,011 shares; 2025Q3: 1,017 shares; 2025Q4: 1,043 shares; 2026Q1: 1,025 shares; 2026Q2: 2,752 shares 2,752 $2.06M 0.37% +1,727 Timeline SPLV 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; 2024Q3: restricted; 2024Q4: 30,769 shares; 2025Q1: 30,571 shares; 2025Q2: 29,152 shares; 2025Q3: 28,612 shares; 2025Q4: 27,328 shares; 2026Q1: 27,329 shares; 2026Q2: 26,620 shares 26,620 $1.99M 0.36% -709 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,600 shares; 2025Q1: 29,468 shares; 2025Q2: 29,446 shares; 2025Q3: 28,823 shares; 2025Q4: 28,452 shares; 2026Q1: 24,129 shares; 2026Q2: 17,509 shares 17,509 $1.96M 0.35% -6,620 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,376 shares; 2025Q1: 24,376 shares; 2025Q2: 24,376 shares; 2025Q3: 24,376 shares; 2025Q4: 23,701 shares; 2026Q1: 23,401 shares; 2026Q2: 21,301 shares 21,301 $1.9M 0.34% -2,100 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43,171 shares; 2025Q1: 43,378 shares; 2025Q2: 43,378 shares; 2025Q3: 43,678 shares; 2025Q4: 43,678 shares; 2026Q1: 38,527 shares; 2026Q2: 38,150 shares 38,150 $1.9M 0.34% -377 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; 2024Q3: restricted; 2024Q4: 8,033 shares; 2025Q1: 8,678 shares; 2025Q2: 8,813 shares; 2025Q3: 8,763 shares; 2025Q4: 8,723 shares; 2026Q1: 8,220 shares; 2026Q2: 7,508 shares 7,508 $1.79M 0.32% -712 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; 2024Q3: restricted; 2024Q4: 14,679 shares; 2025Q1: 15,887 shares; 2025Q2: 17,636 shares; 2025Q3: 18,678 shares; 2025Q4: 18,630 shares; 2026Q1: 19,653 shares; 2026Q2: 19,403 shares 19,403 $1.75M 0.31% -250 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,627 shares; 2025Q1: 7,214 shares; 2025Q2: 8,070 shares; 2025Q3: 8,531 shares; 2025Q4: 8,447 shares; 2026Q1: 8,919 shares; 2026Q2: 8,967 shares 8,967 $1.69M 0.3% +48 Timeline SPXN PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,454 shares; 2025Q1: 16,777 shares; 2025Q2: 18,714 shares; 2025Q3: 19,815 shares; 2025Q4: 19,704 shares; 2026Q1: 20,778 shares; 2026Q2: 20,430 shares 20,430 $1.68M 0.3% -348 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,950 shares; 2025Q1: 16,950 shares; 2025Q2: 16,950 shares; 2025Q3: 16,950 shares; 2025Q4: 11,875 shares; 2026Q1: 16,574 shares; 2026Q2: 16,416 shares 16,416 $1.67M 0.3% -158 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; 2024Q3: restricted; 2024Q4: 89 shares; 2025Q1: 807 shares; 2025Q2: 807 shares; 2025Q3: 634 shares; 2025Q4: 739 shares; 2026Q1: 779 shares; 2026Q2: 2,388 shares 2,388 $1.64M 0.29% +1,609 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,548 shares; 2025Q1: 5,995 shares; 2025Q2: 6,660 shares; 2025Q3: 7,156 shares; 2025Q4: 7,135 shares; 2026Q1: 7,519 shares; 2026Q2: 7,412 shares 7,412 $1.63M 0.29% -107 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,090 shares; 2025Q1: 12,087 shares; 2025Q2: 11,834 shares; 2025Q3: 11,530 shares; 2025Q4: 11,425 shares; 2026Q1: 11,291 shares; 2026Q2: 10,656 shares 10,656 $1.62M 0.29% -635 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; 2024Q3: restricted; 2024Q4: 42,300 shares; 2025Q1: 42,279 shares; 2025Q2: 42,220 shares; 2025Q3: 42,165 shares; 2025Q4: 41,453 shares; 2026Q1: 41,198 shares; 2026Q2: 40,057 shares 40,057 $1.61M 0.29% -1,141 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,552 shares; 2025Q3: 25,555 shares; 2025Q4: 24,932 shares; 2026Q1: 24,934 shares; 2026Q2: 17,625 shares 17,625 $1.61M 0.29% -7,309 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; 2024Q3: restricted; 2024Q4: 7,076 shares; 2025Q1: 7,154 shares; 2025Q2: 7,154 shares; 2025Q3: 7,154 shares; 2025Q4: 7,154 shares; 2026Q1: 6,402 shares; 2026Q2: 6,077 shares 6,077 $1.58M 0.28% -325 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,158 shares; 2025Q1: 14,108 shares; 2025Q2: 14,042 shares; 2025Q3: 13,931 shares; 2025Q4: 13,895 shares; 2026Q1: 13,856 shares; 2026Q2: 13,234 shares 13,234 $1.58M 0.28% -622 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; 2024Q3: restricted; 2024Q4: 140 shares; 2025Q1: 305 shares; 2025Q2: 5,770 shares; 2025Q3: 5,770 shares; 2025Q4: 3,520 shares; 2026Q1: 3,528 shares; 2026Q2: 2,659 shares 2,659 $1.54M 0.28% -869 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; 2024Q3: restricted; 2024Q4: 13,648 shares; 2025Q1: 14,348 shares; 2025Q2: 23,650 shares; 2025Q3: 23,653 shares; 2025Q4: 23,331 shares; 2026Q1: 23,034 shares; 2026Q2: 22,289 shares 22,289 $1.52M 0.27% -745 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 101,100 shares; 2025Q2: 105,975 shares; 2025Q3: 105,975 shares; 2025Q4: 103,725 shares; 2026Q1: 103,725 shares; 2026Q2: 101,767 shares 101,767 $1.49M 0.27% -1,958 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44,001 shares; 2025Q1: 44,001 shares; 2025Q2: 44,001 shares; 2025Q3: 43,776 shares; 2025Q4: 31,820 shares; 2026Q1: 31,620 shares; 2026Q2: 31,620 shares 31,620 $1.46M 0.26% 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; 2024Q3: restricted; 2024Q4: 9,550 shares; 2025Q1: 9,583 shares; 2025Q2: 9,583 shares; 2025Q3: 9,458 shares; 2025Q4: 8,008 shares; 2026Q1: 6,903 shares; 2026Q2: 6,883 shares 6,883 $1.44M 0.26% -20 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; 2024Q3: restricted; 2024Q4: 20,112 shares; 2025Q1: 20,537 shares; 2025Q2: 20,537 shares; 2025Q3: 20,537 shares; 2025Q4: 20,143 shares; 2026Q1: 19,767 shares; 2026Q2: 13,760 shares 13,760 $1.42M 0.25% -6,007 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,993 shares; 2025Q1: 18,173 shares; 2025Q2: 18,173 shares; 2025Q3: 17,704 shares; 2025Q4: 17,704 shares; 2026Q1: 17,725 shares; 2026Q2: 12,640 shares 12,640 $1.39M 0.25% -5,085 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,669 shares; 2025Q1: 10,569 shares; 2025Q2: 11,902 shares; 2025Q3: 12,659 shares; 2025Q4: 12,646 shares; 2026Q1: 13,440 shares; 2026Q2: 13,219 shares 13,219 $1.36M 0.24% -221 Timeline LGOV 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; 2024Q3: restricted; 2024Q4: 66,924 shares; 2025Q1: 66,954 shares; 2025Q2: 66,854 shares; 2025Q3: 66,761 shares; 2025Q4: 65,213 shares; 2026Q1: 65,213 shares; 2026Q2: 63,225 shares 63,225 $1.35M 0.24% -1,988 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; 2024Q3: restricted; 2024Q4: 28,462 shares; 2025Q1: 28,284 shares; 2025Q2: 27,776 shares; 2025Q3: 14,098 shares; 2025Q4: 13,614 shares; 2026Q1: 13,540 shares; 2026Q2: 12,516 shares 12,516 $1.35M 0.24% -1,024 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,662 shares; 2025Q1: 2,437 shares; 2025Q2: 7,110 shares; 2025Q3: 7,110 shares; 2025Q4: 7,284 shares; 2026Q1: 7,564 shares; 2026Q2: 6,655 shares 6,655 $1.33M 0.24% -909 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,518 shares; 2025Q1: 38,582 shares; 2025Q2: 38,395 shares; 2025Q3: 28,685 shares; 2025Q4: 27,581 shares; 2026Q1: 26,334 shares; 2026Q2: 20,294 shares 20,294 $1.33M 0.24% -6,040 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; 2024Q3: restricted; 2024Q4: 6,575 shares; 2025Q1: 6,575 shares; 2025Q2: 6,475 shares; 2025Q3: 6,375 shares; 2025Q4: 6,375 shares; 2026Q1: 4,925 shares; 2026Q2: 4,925 shares 4,925 $1.3M 0.23% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 35,350 shares; 2025Q2: 35,350 shares; 2025Q3: 35,350 shares; 2025Q4: 34,650 shares; 2026Q1: 34,650 shares; 2026Q2: 33,767 shares 33,767 $1.29M 0.23% -883 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; 2024Q3: restricted; 2024Q4: 30,394 shares; 2025Q1: 30,286 shares; 2025Q2: 29,911 shares; 2025Q3: 29,911 shares; 2025Q4: 29,539 shares; 2026Q1: 29,346 shares; 2026Q2: 28,618 shares 28,618 $1.28M 0.23% -728 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,413 shares; 2025Q1: 1,428 shares; 2025Q2: 1,428 shares; 2025Q3: 1,441 shares; 2025Q4: 1,396 shares; 2026Q1: 1,324 shares; 2026Q2: 1,307 shares 1,307 $1.26M 0.22% -17 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; 2024Q3: restricted; 2024Q4: 32,420 shares; 2025Q1: 37,791 shares; 2025Q2: 37,833 shares; 2025Q3: 37,913 shares; 2025Q4: 36,882 shares; 2026Q1: 34,820 shares; 2026Q2: 29,052 shares 29,052 $1.23M 0.22% -5,768 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; 2024Q3: restricted; 2024Q4: 20,456 shares; 2025Q1: 20,619 shares; 2025Q2: 20,619 shares; 2025Q3: 20,619 shares; 2025Q4: 20,330 shares; 2026Q1: 20,130 shares; 2026Q2: 19,746 shares 19,746 $1.22M 0.22% -384 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,187 shares 28,187 $1.22M 0.22% new Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75,406 shares; 2025Q1: 75,310 shares; 2025Q2: 74,370 shares; 2025Q3: 72,659 shares; 2025Q4: 71,863 shares; 2026Q1: 69,497 shares; 2026Q2: 65,076 shares 65,076 $1.22M 0.22% -4,421 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,175 shares; 2025Q1: 14,273 shares; 2025Q2: 14,273 shares; 2025Q3: 14,273 shares; 2025Q4: 14,273 shares; 2026Q1: 14,273 shares; 2026Q2: 14,273 shares 14,273 $1.21M 0.22% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,446 shares; 2025Q1: 5,446 shares; 2025Q2: 5,446 shares; 2025Q3: 5,446 shares; 2025Q4: 5,446 shares; 2026Q1: 4,971 shares; 2026Q2: 4,696 shares 4,696 $1.2M 0.21% -275 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,404 shares; 2025Q1: 9,054 shares; 2025Q2: 13,954 shares; 2025Q3: 13,954 shares; 2025Q4: 12,304 shares; 2026Q1: 12,779 shares; 2026Q2: 12,588 shares 12,588 $1.18M 0.21% -191 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,437 shares; 2025Q1: 33,437 shares; 2025Q2: 33,437 shares; 2025Q3: 33,437 shares; 2025Q4: 33,437 shares; 2026Q1: 31,565 shares; 2026Q2: 31,051 shares 31,051 $1.18M 0.21% -514 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 325 shares; 2026Q1: 10,800 shares; 2026Q2: 10,650 shares 10,650 $1.17M 0.21% -150 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; 2024Q3: restricted; 2024Q4: 4,247 shares; 2025Q1: 4,247 shares; 2025Q2: 4,247 shares; 2025Q3: 4,247 shares; 2025Q4: 4,247 shares; 2026Q1: 4,033 shares; 2026Q2: 3,983 shares 3,983 $1.17M 0.21% -50 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,850 shares 22,850 $1.15M 0.21% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 9,713 shares; 2026Q2: 9,638 shares 9,638 $1.13M 0.2% -75 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,347 shares; 2026Q1: 11,347 shares; 2026Q2: 11,347 shares 11,347 $1.13M 0.2% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 220 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 27,775 shares; 2026Q1: 27,775 shares; 2026Q2: 27,416 shares 27,416 $1.13M 0.2% -359 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; 2024Q3: restricted; 2024Q4: 9,055 shares; 2025Q1: 9,205 shares; 2025Q2: 9,205 shares; 2025Q3: 9,325 shares; 2025Q4: 9,325 shares; 2026Q1: 8,958 shares; 2026Q2: 8,779 shares 8,779 $1.13M 0.2% -179 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; 2024Q3: restricted; 2024Q4: 2,601 shares; 2025Q1: 2,601 shares; 2025Q2: 2,601 shares; 2025Q3: 2,601 shares; 2025Q4: 2,601 shares; 2026Q1: 2,237 shares; 2026Q2: 2,195 shares 2,195 $1.12M 0.2% -42 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; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 41,859 shares; 2026Q2: 41,509 shares 41,509 $1.1M 0.2% -350 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,750 shares; 2025Q2: 19,750 shares; 2025Q3: 19,750 shares; 2025Q4: 19,025 shares; 2026Q1: 26,025 shares; 2026Q2: 25,450 shares 25,450 $1.1M 0.2% -575 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; 2024Q3: restricted; 2024Q4: 378 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 421 shares; 2026Q1: 4,871 shares; 2026Q2: 4,819 shares 4,819 $1.08M 0.19% -52 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,839 shares; 2025Q1: 11,175 shares; 2025Q2: 11,175 shares; 2025Q3: 11,253 shares; 2025Q4: 10,031 shares; 2026Q1: 10,053 shares; 2026Q2: 10,026 shares 10,026 $1.08M 0.19% -27 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,250 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,420 shares; 2025Q4: 2,423 shares; 2026Q1: 2,448 shares; 2026Q2: 2,841 shares 2,841 $1.07M 0.19% +393 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 423 shares; 2025Q1: 14,833 shares; 2025Q2: 14,833 shares; 2025Q3: 14,833 shares; 2025Q4: 14,533 shares; 2026Q1: 14,249 shares; 2026Q2: 13,999 shares 13,999 $1.06M 0.19% -250 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,605 shares; 2025Q1: 19,455 shares; 2025Q2: 17,836 shares; 2025Q3: 17,085 shares; 2025Q4: 15,906 shares; 2026Q1: 15,816 shares; 2026Q2: 13,386 shares 13,386 $1.04M 0.19% -2,430 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; 2024Q3: restricted; 2024Q4: 5,150 shares; 2025Q1: 5,199 shares; 2025Q2: 5,199 shares; 2025Q3: 5,199 shares; 2025Q4: 5,199 shares; 2026Q1: 4,326 shares; 2026Q2: 4,128 shares 4,128 $1.02M 0.18% -198 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 813 shares; 2025Q1: 2,863 shares; 2025Q2: 2,938 shares; 2025Q3: 2,938 shares; 2025Q4: 2,850 shares; 2026Q1: 2,941 shares; 2026Q2: 2,841 shares 2,841 $1M 0.18% -100 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,926 shares; 2025Q1: 13,626 shares; 2025Q2: 13,626 shares; 2025Q3: 13,721 shares; 2025Q4: 13,721 shares; 2026Q1: 12,911 shares; 2026Q2: 12,688 shares 12,688 $993K 0.18% -223 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,688 shares; 2025Q1: 5,540 shares; 2025Q2: 5,540 shares; 2025Q3: 5,540 shares; 2025Q4: 5,579 shares; 2026Q1: 4,290 shares; 2026Q2: 4,431 shares 4,431 $991K 0.18% +141 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,583 shares; 2025Q1: 2,891 shares; 2025Q2: 8,879 shares; 2025Q3: 8,891 shares; 2025Q4: 8,816 shares; 2026Q1: 8,508 shares; 2026Q2: 7,121 shares 7,121 $964K 0.17% -1,387 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,625 shares; 2025Q1: 29,575 shares; 2025Q2: 29,575 shares; 2025Q3: 29,575 shares; 2025Q4: 29,275 shares; 2026Q1: 27,875 shares; 2026Q2: 27,584 shares 27,584 $953K 0.17% -291 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,700 shares; 2025Q3: 19,700 shares; 2025Q4: 19,125 shares; 2026Q1: 18,825 shares; 2026Q2: 18,317 shares 18,317 $949K 0.17% -508 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,823 shares; 2025Q1: 40,676 shares; 2025Q2: 40,677 shares; 2025Q3: 40,678 shares; 2025Q4: 40,879 shares; 2026Q1: 38,481 shares; 2026Q2: 38,962 shares 38,962 $938K 0.17% +481 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,510 shares; 2026Q2: 26,185 shares 26,185 $911K 0.16% -325 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,250 shares; 2025Q1: 21,250 shares; 2025Q2: 21,250 shares; 2025Q3: 21,250 shares; 2025Q4: 21,025 shares; 2026Q1: 20,800 shares; 2026Q2: 20,309 shares 20,309 $904K 0.16% -491 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,075 shares; 2025Q3: 69,825 shares; 2025Q4: 69,025 shares; 2026Q1: 69,025 shares; 2026Q2: 67,042 shares 67,042 $902K 0.16% -1,983 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; 2024Q3: restricted; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 5,900 shares; 2025Q4: 5,274 shares; 2026Q1: 4,371 shares; 2026Q2: 4,371 shares 4,371 $901K 0.16% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,438 shares; 2026Q1: 12,438 shares; 2026Q2: 12,289 shares 12,289 $895K 0.16% -149 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 6,350 shares; 2026Q2: 6,425 shares 6,425 $880K 0.16% +75 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,475 shares; 2026Q2: 18,225 shares 18,225 $874K 0.16% -250 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 290 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 40,729 shares; 2025Q4: 42,237 shares; 2026Q1: 41,919 shares; 2026Q2: 40,950 shares 40,950 $871K 0.16% -969 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,325 shares; 2025Q1: 12,255 shares; 2025Q2: 12,261 shares; 2025Q3: 12,268 shares; 2025Q4: 12,198 shares; 2026Q1: 9,695 shares; 2026Q2: 7,675 shares 7,675 $869K 0.16% -2,020 Timeline RPG 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; 2024Q3: restricted; 2024Q4: 43,969 shares; 2025Q1: 43,664 shares; 2025Q2: 18,636 shares; 2025Q3: 17,841 shares; 2025Q4: 17,766 shares; 2026Q1: 17,289 shares; 2026Q2: 13,480 shares 13,480 $861K 0.15% -3,809 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; 2024Q3: restricted; 2024Q4: 15,575 shares; 2025Q1: 15,681 shares; 2025Q2: 18,706 shares; 2025Q3: 18,706 shares; 2025Q4: 16,606 shares; 2026Q1: 16,506 shares; 2026Q2: 16,147 shares 16,147 $850K 0.15% -359 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; 2024Q3: restricted; 2024Q4: 4,053 shares; 2025Q1: 2,722 shares; 2025Q2: 2,722 shares; 2025Q3: 2,722 shares; 2025Q4: 2,722 shares; 2026Q1: 2,722 shares; 2026Q2: 2,591 shares 2,591 $848K 0.15% -131 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 2,950 shares; 2026Q2: 2,126 shares 2,126 $844K 0.15% -824 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; 2024Q3: restricted; 2024Q4: 4,100 shares; 2025Q1: 3,875 shares; 2025Q2: 3,875 shares; 2025Q3: 3,875 shares; 2025Q4: 3,875 shares; 2026Q1: 3,875 shares; 2026Q2: 6,825 shares 6,825 $840K 0.15% +2,950 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,389 shares; 2025Q1: 10,829 shares; 2025Q2: 10,829 shares; 2025Q3: 10,829 shares; 2025Q4: 11,256 shares; 2026Q1: 11,471 shares; 2026Q2: 11,279 shares 11,279 $818K 0.15% -192 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,437 shares; 2025Q1: 12,437 shares; 2025Q2: 12,437 shares; 2025Q3: 12,437 shares; 2025Q4: 12,062 shares; 2026Q1: 12,182 shares; 2026Q2: 11,948 shares 11,948 $818K 0.15% -234 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,850 shares 32,850 $815K 0.15% new Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 67,306 shares; 2025Q1: 81,856 shares; 2025Q2: 81,856 shares; 2025Q3: 81,856 shares; 2025Q4: 48,481 shares; 2026Q1: 76,806 shares; 2026Q2: 76,181 shares 76,181 $805K 0.14% -625 Timeline JSMD 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; 2024Q3: restricted; 2024Q4: 10,089 shares; 2025Q1: 8,979 shares; 2025Q2: 8,979 shares; 2025Q3: 8,979 shares; 2025Q4: 7,991 shares; 2026Q1: 7,827 shares; 2026Q2: 7,827 shares 7,827 $792K 0.14% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,776 shares; 2025Q1: 4,776 shares; 2025Q2: 4,776 shares; 2025Q3: 4,776 shares; 2025Q4: 4,776 shares; 2026Q1: 4,692 shares; 2026Q2: 4,650 shares 4,650 $786K 0.14% -42 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,628 shares; 2025Q1: 18,628 shares; 2025Q2: 18,628 shares; 2025Q3: 18,628 shares; 2025Q4: 18,008 shares; 2026Q1: 15,528 shares; 2026Q2: 14,952 shares 14,952 $784K 0.14% -576 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,350 shares; 2025Q1: 26,350 shares; 2025Q2: 26,350 shares; 2025Q3: 26,350 shares; 2025Q4: 23,971 shares; 2026Q1: 21,121 shares; 2026Q2: 21,121 shares 21,121 $776K 0.14% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,225 shares; 2026Q2: 24,450 shares 24,450 $774K 0.14% -775 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; 2024Q3: restricted; 2024Q4: 8,212 shares; 2025Q1: 8,587 shares; 2025Q2: 8,587 shares; 2025Q3: 8,587 shares; 2025Q4: 8,512 shares; 2026Q1: 8,107 shares; 2026Q2: 7,984 shares 7,984 $768K 0.14% -123 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,675 shares; 2026Q1: 70,675 shares; 2026Q2: 68,091 shares 68,091 $765K 0.14% -2,584 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 855 shares; 2026Q1: 865 shares; 2026Q2: 7,674 shares 7,674 $762K 0.14% +6,809 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; 2024Q3: restricted; 2024Q4: 57,348 shares; 2025Q1: 57,348 shares; 2025Q2: 57,348 shares; 2025Q3: 57,348 shares; 2025Q4: 53,077 shares; 2026Q1: 54,211 shares; 2026Q2: 53,332 shares 53,332 $760K 0.14% -879 Timeline SPHD 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; 2024Q3: restricted; 2024Q4: 15,088 shares; 2025Q1: 15,101 shares; 2025Q2: 15,269 shares; 2025Q3: 15,288 shares; 2025Q4: 15,294 shares; 2026Q1: 15,302 shares; 2026Q2: 14,702 shares 14,702 $747K 0.13% -600 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,399 shares; 2025Q1: 2,306 shares; 2025Q2: 3,493 shares; 2025Q3: 4,310 shares; 2025Q4: 4,688 shares; 2026Q1: 5,339 shares; 2026Q2: 5,414 shares 5,414 $745K 0.13% +75 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,333 shares; 2025Q1: 28,533 shares; 2025Q2: 28,533 shares; 2025Q3: 28,533 shares; 2025Q4: 27,983 shares; 2026Q1: 27,783 shares; 2026Q2: 27,333 shares 27,333 $741K 0.13% -450 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; 2024Q3: restricted; 2024Q4: 8,573 shares; 2025Q1: 10,419 shares; 2025Q2: 10,112 shares; 2025Q3: 10,255 shares; 2025Q4: 10,292 shares; 2026Q1: 9,875 shares; 2026Q2: 9,108 shares 9,108 $740K 0.13% -767 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; 2024Q3: restricted; 2024Q4: 54 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 106 shares; 2025Q4: 1,088 shares; 2026Q1: 5,916 shares; 2026Q2: 5,941 shares 5,941 $739K 0.13% +25 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; 2024Q3: restricted; 2024Q4: 30,017 shares; 2025Q1: 31,642 shares; 2025Q2: 31,642 shares; 2025Q3: 31,642 shares; 2025Q4: 28,067 shares; 2026Q1: 31,300 shares; 2026Q2: 30,942 shares 30,942 $731K 0.13% -358 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; 2024Q3: restricted; 2024Q4: 1,079 shares; 2025Q1: 1,756 shares; 2025Q2: 2,734 shares; 2025Q3: 3,300 shares; 2025Q4: 3,649 shares; 2026Q1: 4,182 shares; 2026Q2: 4,228 shares 4,228 $719K 0.13% +46 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; 2024Q3: restricted; 2024Q4: 18,387 shares; 2025Q1: 18,257 shares; 2025Q2: 18,257 shares; 2025Q3: 13,588 shares; 2025Q4: 13,088 shares; 2026Q1: 12,577 shares; 2026Q2: 12,577 shares 12,577 $717K 0.13% 0 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,562 shares; 2025Q1: 25,466 shares; 2025Q2: 25,279 shares; 2025Q3: 24,480 shares; 2025Q4: 24,176 shares; 2026Q1: 23,177 shares; 2026Q2: 9,612 shares 9,612 $708K 0.13% -13,565 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 268 shares; 2026Q1: 16,993 shares; 2026Q2: 16,468 shares 16,468 $703K 0.13% -525 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; 2024Q3: restricted; 2024Q4: 6,392 shares; 2025Q1: 6,392 shares; 2025Q2: 6,392 shares; 2025Q3: 6,392 shares; 2025Q4: 6,392 shares; 2026Q1: 6,142 shares; 2026Q2: 6,028 shares 6,028 $685K 0.12% -114 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,217 shares; 2025Q1: 6,217 shares; 2025Q2: 6,217 shares; 2025Q3: 6,217 shares; 2025Q4: 6,277 shares; 2026Q1: 6,328 shares; 2026Q2: 6,328 shares 6,328 $683K 0.12% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 220,775 shares; 2025Q1: 220,775 shares; 2025Q2: 220,775 shares; 2025Q3: 220,775 shares; 2025Q4: 220,775 shares; 2026Q1: 220,775 shares; 2026Q2: 215,575 shares 215,575 $677K 0.12% -5,200 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; 2024Q3: restricted; 2024Q4: 2,877 shares; 2025Q1: 4,580 shares; 2025Q2: 7,087 shares; 2025Q3: 8,482 shares; 2025Q4: 9,300 shares; 2026Q1: 10,698 shares; 2026Q2: 11,037 shares 11,037 $676K 0.12% +339 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,138 shares; 2025Q1: 9,225 shares; 2025Q2: 9,225 shares; 2025Q3: 9,225 shares; 2025Q4: 9,100 shares; 2026Q1: 6,750 shares; 2026Q2: 6,584 shares 6,584 $673K 0.12% -166 Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 137,225 shares; 2025Q1: 137,225 shares; 2025Q2: 137,225 shares; 2025Q3: 137,225 shares; 2025Q4: 137,225 shares; 2026Q1: 137,225 shares; 2026Q2: 134,267 shares 134,267 $669K 0.12% -2,958 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,654 shares; 2025Q1: 27,654 shares; 2025Q2: 66,604 shares; 2025Q3: 66,604 shares; 2025Q4: 63,979 shares; 2026Q1: 63,979 shares; 2026Q2: 62,479 shares 62,479 $664K 0.12% -1,500 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 64,942 shares; 2025Q1: 42,523 shares; 2025Q2: 42,531 shares; 2025Q3: 42,590 shares; 2025Q4: 41,529 shares; 2026Q1: 37,219 shares; 2026Q2: 31,018 shares 31,018 $642K 0.11% -6,201 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 929 shares; 2025Q1: 1,481 shares; 2025Q2: 2,291 shares; 2025Q3: 2,750 shares; 2025Q4: 3,036 shares; 2026Q1: 3,499 shares; 2026Q2: 3,362 shares 3,362 $622K 0.11% -137 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,556 shares; 2025Q1: 9,311 shares; 2025Q2: 9,311 shares; 2025Q3: 9,311 shares; 2025Q4: 6,342 shares; 2026Q1: 4,425 shares; 2026Q2: 4,425 shares 4,425 $619K 0.11% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,725 shares; 2026Q2: 6,575 shares 6,575 $603K 0.11% -150 Timeline RWK 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; 2024Q3: restricted; 2024Q4: 17,911 shares; 2025Q1: 16,275 shares; 2025Q2: 16,156 shares; 2025Q3: 6,195 shares; 2025Q4: 6,158 shares; 2026Q1: 25,154 shares; 2026Q2: 4,099 shares 4,099 $599K 0.11% -21,055 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; 2024Q3: restricted; 2024Q4: 1,630 shares; 2025Q1: 1,849 shares; 2025Q2: 1,850 shares; 2025Q3: 1,868 shares; 2025Q4: 1,877 shares; 2026Q1: 1,886 shares; 2026Q2: 1,694 shares 1,694 $597K 0.11% -192 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 300 shares 300 $597K 0.11% -100 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,840 shares 20,840 $595K 0.11% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,320 shares; 2025Q1: 3,378 shares; 2025Q2: 3,378 shares; 2025Q3: 3,108 shares; 2025Q4: 3,108 shares; 2026Q1: 2,918 shares; 2026Q2: 1,945 shares 1,945 $584K 0.1% -973 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,825 shares; 2025Q1: 26,825 shares; 2025Q2: 26,825 shares; 2025Q3: 26,825 shares; 2025Q4: 26,125 shares; 2026Q1: 26,400 shares; 2026Q2: 25,925 shares 25,925 $579K 0.1% -475 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 190 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 80 shares; 2026Q2: 6,305 shares 6,305 $572K 0.1% +6,225 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,357 shares; 2025Q1: 10,357 shares; 2025Q2: 10,357 shares; 2025Q3: 10,357 shares; 2025Q4: 10,107 shares; 2026Q1: 7,163 shares; 2026Q2: 7,163 shares 7,163 $555K 0.1% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,900 shares; 2025Q3: 25,900 shares; 2025Q4: 25,200 shares; 2026Q1: 25,125 shares; 2026Q2: 24,784 shares 24,784 $552K 0.1% -341 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,150 shares; 2025Q3: 16,156 shares; 2025Q4: 15,686 shares; 2026Q1: 15,491 shares; 2026Q2: 14,716 shares 14,716 $551K 0.1% -775 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 62 shares; 2025Q2: 10,962 shares; 2025Q3: 10,965 shares; 2025Q4: 10,605 shares; 2026Q1: 10,669 shares; 2026Q2: 10,370 shares 10,370 $548K 0.1% -299 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 387 shares; 2025Q1: 329 shares; 2025Q2: 329 shares; 2025Q3: 369 shares; 2025Q4: 395 shares; 2026Q1: 397 shares; 2026Q2: 1,595 shares 1,595 $547K 0.1% +1,198 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 54 shares; 2025Q1: 270 shares; 2025Q2: 5,623 shares; 2025Q3: 7,230 shares; 2025Q4: 5,730 shares; 2026Q1: 5,730 shares; 2026Q2: 5,676 shares 5,676 $543K 0.1% -54 Timeline SPGP 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; 2024Q3: restricted; 2024Q4: 7,123 shares; 2025Q1: 7,123 shares; 2025Q2: 7,123 shares; 2025Q3: 6,730 shares; 2025Q4: 5,586 shares; 2026Q1: 5,586 shares; 2026Q2: 4,419 shares 4,419 $540K 0.1% -1,167 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,282 shares; 2025Q1: 7,282 shares; 2025Q2: 7,282 shares; 2025Q3: 7,266 shares; 2025Q4: 7,200 shares; 2026Q1: 7,067 shares; 2026Q2: 7,865 shares 7,865 $537K 0.1% +798 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; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 10 shares; 2026Q2: 2,810 shares 2,810 $535K 0.1% +2,800 Timeline RZG 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; 2024Q3: restricted; 2024Q4: 31,700 shares; 2025Q1: 25,044 shares; 2025Q2: 15,342 shares; 2025Q3: 14,401 shares; 2025Q4: 14,039 shares; 2026Q1: 12,386 shares; 2026Q2: 7,349 shares 7,349 $534K 0.1% -5,037 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; 2024Q3: restricted; 2024Q4: 21,150 shares; 2025Q1: 22,900 shares; 2025Q2: 22,900 shares; 2025Q3: 22,900 shares; 2025Q4: 23,325 shares; 2026Q1: 21,866 shares; 2026Q2: 21,574 shares 21,574 $530K 0.09% -292 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; 2024Q3: restricted; 2024Q4: 1,694 shares; 2025Q1: 1,524 shares; 2025Q2: 1,524 shares; 2025Q3: 1,574 shares; 2025Q4: 1,524 shares; 2026Q1: 1,534 shares; 2026Q2: 1,534 shares 1,534 $519K 0.09% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 5,002 shares; 2026Q1: 6,408 shares; 2026Q2: 6,263 shares 6,263 $503K 0.09% -145 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; 2024Q3: restricted; 2024Q4: 9,169 shares; 2025Q1: 8,756 shares; 2025Q2: 8,756 shares; 2025Q3: 8,756 shares; 2025Q4: 8,756 shares; 2026Q1: 8,784 shares; 2026Q2: 8,628 shares 8,628 $497K 0.09% -156 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,053 shares; 2025Q1: 8,053 shares; 2025Q2: 8,053 shares; 2025Q3: 8,053 shares; 2025Q4: 8,053 shares; 2026Q1: 7,517 shares; 2026Q2: 7,392 shares 7,392 $495K 0.09% -125 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,325 shares; 2025Q1: 13,325 shares; 2025Q2: 13,325 shares; 2025Q3: 13,325 shares; 2025Q4: 13,325 shares; 2026Q1: 13,025 shares; 2026Q2: 12,650 shares 12,650 $493K 0.09% -375 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; 2024Q3: restricted; 2024Q4: 4,484 shares; 2025Q1: 5,966 shares; 2025Q2: 5,979 shares; 2025Q3: 5,992 shares; 2025Q4: 6,004 shares; 2026Q1: 5,079 shares; 2026Q2: 3,484 shares 3,484 $476K 0.09% -1,595 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; 2024Q3: restricted; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,087 shares; 2025Q4: 4,087 shares; 2026Q1: 3,412 shares; 2026Q2: 3,325 shares 3,325 $476K 0.09% -87 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,484 shares; 2025Q1: 8,903 shares; 2025Q2: 30,114 shares; 2025Q3: 30,122 shares; 2025Q4: 29,105 shares; 2026Q1: 29,064 shares; 2026Q2: 17,373 shares 17,373 $475K 0.09% -11,691 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,877 shares; 2025Q1: 11,877 shares; 2025Q2: 11,877 shares; 2025Q3: 11,877 shares; 2025Q4: 9,327 shares; 2026Q1: 11,773 shares; 2026Q2: 11,557 shares 11,557 $474K 0.08% -216 Timeline GIII G III APPAREL GROUP LTD More: the full row for G III APPAREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,050 shares; 2025Q1: 14,050 shares; 2025Q2: 14,050 shares; 2025Q3: 14,050 shares; 2025Q4: 14,050 shares; 2026Q1: 14,050 shares; 2026Q2: 14,050 shares 14,050 $474K 0.08% 0 Timeline SRET GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,260 shares; 2025Q1: 23,703 shares; 2025Q2: 23,634 shares; 2025Q3: 23,591 shares; 2025Q4: 23,370 shares; 2026Q1: 21,301 shares; 2026Q2: 20,631 shares 20,631 $468K 0.08% -670 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 3,030 shares 3,030 $467K 0.08% +2,975 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; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 45 shares; 2025Q2: 1,195 shares; 2025Q3: 1,196 shares; 2025Q4: 1,180 shares; 2026Q1: 1,203 shares; 2026Q2: 1,119 shares 1,119 $465K 0.08% -84 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,507 shares; 2025Q1: 26,288 shares; 2025Q2: 26,288 shares; 2025Q3: 26,288 shares; 2025Q4: 26,168 shares; 2026Q1: 7,719 shares; 2026Q2: 7,349 shares 7,349 $463K 0.08% -370 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 890 shares 890 $453K 0.08% +865 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,945 shares; 2025Q1: 14,925 shares; 2025Q2: 14,925 shares; 2025Q3: 14,925 shares; 2025Q4: 13,625 shares; 2026Q1: 13,625 shares; 2026Q2: 13,625 shares 13,625 $443K 0.08% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,891 shares; 2025Q1: 23,891 shares; 2025Q2: 23,891 shares; 2025Q3: 23,891 shares; 2025Q4: 13,274 shares; 2026Q1: 12,974 shares; 2026Q2: 12,974 shares 12,974 $440K 0.08% 0 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; 2024Q3: restricted; 2024Q4: 6,907 shares; 2025Q1: 8,066 shares; 2025Q2: 8,066 shares; 2025Q3: 8,066 shares; 2025Q4: 8,066 shares; 2026Q1: 7,525 shares; 2026Q2: 7,370 shares 7,370 $422K 0.08% -155 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,560 shares; 2025Q1: 12,365 shares; 2025Q2: 12,365 shares; 2025Q3: 12,365 shares; 2025Q4: 11,890 shares; 2026Q1: 11,190 shares; 2026Q2: 11,190 shares 11,190 $413K 0.07% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,687 shares; 2025Q1: 14,687 shares; 2025Q2: 14,687 shares; 2025Q3: 14,687 shares; 2025Q4: 9,787 shares; 2026Q1: 9,137 shares; 2026Q2: 8,871 shares 8,871 $410K 0.07% -266 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,618 shares; 2026Q2: 15,618 shares 15,618 $408K 0.07% 0 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; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 2,186 shares; 2025Q3: 2,186 shares; 2025Q4: 2,136 shares; 2026Q1: 2,136 shares; 2026Q2: 2,070 shares 2,070 $400K 0.07% -66 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; 2024Q3: restricted; 2024Q4: 11,118 shares; 2025Q1: 11,118 shares; 2025Q2: 11,118 shares; 2025Q3: 10,311 shares; 2025Q4: 8,036 shares; 2026Q1: 8,036 shares; 2026Q2: 8,036 shares 8,036 $398K 0.07% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 690 shares; 2025Q3: 533 shares; 2025Q4: 585 shares; 2026Q1: 585 shares; 2026Q2: 3,184 shares 3,184 $395K 0.07% +2,599 Timeline CCU COMPANIA CERVECERIAS UNIDAS More: the full row for COMPANIA CERVECERIAS UNIDAS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,675 shares; 2025Q1: 36,275 shares; 2025Q2: 36,275 shares; 2025Q3: 36,275 shares; 2025Q4: 35,075 shares; 2026Q1: 34,775 shares; 2026Q2: 34,375 shares 34,375 $385K 0.07% -400 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,869 shares; 2025Q1: 21,669 shares; 2025Q2: 21,669 shares; 2025Q3: 21,669 shares; 2025Q4: 21,419 shares; 2026Q1: 21,169 shares; 2026Q2: 20,669 shares 20,669 $384K 0.07% -500 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,454 shares; 2025Q1: 1,454 shares; 2025Q2: 1,504 shares; 2025Q3: 2,054 shares; 2025Q4: 2,029 shares; 2026Q1: 1,979 shares; 2026Q2: 1,862 shares 1,862 $382K 0.07% -117 Timeline OI O-I GLASS INC More: the full row for O-I GLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,020 shares; 2025Q1: 39,760 shares; 2025Q2: 39,760 shares; 2025Q3: 39,760 shares; 2025Q4: 39,360 shares; 2026Q1: 38,960 shares; 2026Q2: 38,960 shares 38,960 $375K 0.07% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 510 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 5,000 shares; 2026Q1: 5,174 shares; 2026Q2: 5,174 shares 5,174 $369K 0.07% 0 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; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,075 shares 2,075 $368K 0.07% new 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; 2024Q3: restricted; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 1,670 shares; 2026Q1: 1,670 shares; 2026Q2: 1,867 shares 1,867 $356K 0.06% +197 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,485 shares; 2025Q1: 22,485 shares; 2025Q2: 22,485 shares; 2025Q3: 22,485 shares; 2025Q4: 22,485 shares; 2026Q1: 21,660 shares; 2026Q2: 21,260 shares 21,260 $355K 0.06% -400 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares; 2026Q2: 1,641 shares 1,641 $355K 0.06% -209 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,152 shares; 2025Q1: 39,152 shares; 2025Q2: 39,152 shares; 2025Q3: 39,152 shares; 2025Q4: 39,152 shares; 2026Q1: 61,302 shares; 2026Q2: 60,444 shares 60,444 $347K 0.06% -858 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,716 shares; 2025Q1: 3,716 shares; 2025Q2: 3,716 shares; 2025Q3: 3,716 shares; 2025Q4: 3,716 shares; 2026Q1: 1,150 shares; 2026Q2: 1,066 shares 1,066 $334K 0.06% -84 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,250 shares; 2025Q1: 5,625 shares; 2025Q2: 5,625 shares; 2025Q3: 5,625 shares; 2025Q4: 5,625 shares; 2026Q1: 5,425 shares; 2026Q2: 5,333 shares 5,333 $332K 0.06% -92 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,625 shares; 2025Q1: 19,992 shares; 2025Q2: 19,992 shares; 2025Q3: 19,992 shares; 2025Q4: 18,442 shares; 2026Q1: 18,592 shares; 2026Q2: 18,592 shares 18,592 $329K 0.06% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,606 shares; 2025Q1: 25,606 shares; 2025Q2: 25,606 shares; 2025Q3: 25,606 shares; 2025Q4: 25,084 shares; 2026Q1: 24,785 shares; 2026Q2: 24,676 shares 24,676 $326K 0.06% -109 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,207 shares; 2025Q1: 10,207 shares; 2025Q2: 10,207 shares; 2025Q3: 10,207 shares; 2025Q4: 10,207 shares; 2026Q1: 9,507 shares; 2026Q2: 9,182 shares 9,182 $325K 0.06% -325 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50,265 shares; 2025Q1: 50,265 shares; 2025Q2: 42,415 shares; 2025Q3: 40,315 shares; 2025Q4: 40,315 shares; 2026Q1: 10,280 shares; 2026Q2: 10,280 shares 10,280 $323K 0.06% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 812 shares; 2026Q2: 787 shares 787 $321K 0.06% -25 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,540 shares; 2025Q1: 6,540 shares; 2025Q2: 6,540 shares; 2025Q3: 6,540 shares; 2025Q4: 5,090 shares; 2026Q1: 4,350 shares; 2026Q2: 2,341 shares 2,341 $316K 0.06% -2,009 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,991 shares; 2025Q1: 8,991 shares; 2025Q2: 8,521 shares; 2025Q3: 8,521 shares; 2025Q4: 8,521 shares; 2026Q1: 8,081 shares; 2026Q2: 8,081 shares 8,081 $314K 0.06% 0 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,635 shares; 2025Q1: 28,322 shares; 2025Q2: 28,322 shares; 2025Q3: 28,322 shares; 2025Q4: 25,787 shares; 2026Q1: 27,477 shares; 2026Q2: 26,744 shares 26,744 $313K 0.06% -733 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; 2024Q3: restricted; 2024Q4: 6,174 shares; 2025Q1: 6,174 shares; 2025Q2: 6,174 shares; 2025Q3: 6,174 shares; 2025Q4: 6,174 shares; 2026Q1: 6,174 shares; 2026Q2: 5,474 shares 5,474 $309K 0.06% -700 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; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 416 shares; 2026Q1: 417 shares; 2026Q2: 417 shares 417 $307K 0.05% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,899 shares; 2025Q1: 1,899 shares; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares; 2025Q4: 1,899 shares; 2026Q1: 1,704 shares; 2026Q2: 1,647 shares 1,647 $304K 0.05% -57 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares; 2026Q2: 3,500 shares 3,500 $302K 0.05% -200 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,930 shares; 2025Q1: 22,867 shares; 2025Q2: 21,967 shares; 2025Q3: 21,967 shares; 2025Q4: 21,967 shares; 2026Q1: 20,534 shares; 2026Q2: 20,123 shares 20,123 $301K 0.05% -411 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,889 shares; 2025Q1: 4,959 shares; 2025Q2: 3,084 shares; 2025Q3: 3,084 shares; 2025Q4: 2,034 shares; 2026Q1: 1,330 shares; 2026Q2: 1,563 shares 1,563 $297K 0.05% +233 Timeline EMLP 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; 2024Q3: restricted; 2024Q4: 27,731 shares; 2025Q1: 26,383 shares; 2025Q2: 20,186 shares; 2025Q3: 19,592 shares; 2025Q4: 18,757 shares; 2026Q1: 7,507 shares; 2026Q2: 6,796 shares 6,796 $296K 0.05% -711 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,871 shares; 2025Q1: 2,880 shares; 2025Q2: 2,994 shares; 2025Q3: 3,083 shares; 2025Q4: 3,084 shares; 2026Q1: 3,151 shares; 2026Q2: 3,246 shares 3,246 $292K 0.05% +95 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,946 shares; 2025Q1: 3,709 shares; 2025Q2: 3,709 shares; 2025Q3: 3,709 shares; 2025Q4: 3,209 shares; 2026Q1: 3,119 shares; 2026Q2: 3,016 shares 3,016 $289K 0.05% -103 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,958 shares; 2025Q1: 2,967 shares; 2025Q2: 3,076 shares; 2025Q3: 3,165 shares; 2025Q4: 3,162 shares; 2026Q1: 3,229 shares; 2026Q2: 3,325 shares 3,325 $289K 0.05% +96 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,077 shares; 2025Q1: 7,077 shares; 2025Q2: 7,077 shares; 2025Q3: 7,077 shares; 2025Q4: 7,077 shares; 2026Q1: 7,077 shares; 2026Q2: 7,077 shares 7,077 $288K 0.05% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,500 shares 4,500 $288K 0.05% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,148 shares; 2025Q1: 1,919 shares; 2025Q2: 1,919 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares; 2026Q1: 1,920 shares; 2026Q2: 1,835 shares 1,835 $287K 0.05% -85 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,425 shares; 2025Q1: 1,475 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 1,475 shares; 2026Q2: 1,366 shares 1,366 $285K 0.05% -109 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,975 shares; 2025Q1: 4,975 shares; 2025Q2: 4,975 shares; 2025Q3: 4,975 shares; 2025Q4: 2,200 shares; 2026Q1: 4,424 shares; 2026Q2: 4,424 shares 4,424 $284K 0.05% 0 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,925 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,300 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares; 2026Q2: 6,200 shares 6,200 $282K 0.05% 0 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares; 2026Q2: 1,575 shares 1,575 $282K 0.05% 0 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; 2024Q3: restricted; 2024Q4: 8,176 shares; 2025Q1: 8,198 shares; 2025Q2: 8,458 shares; 2025Q3: 8,594 shares; 2025Q4: 8,894 shares; 2026Q1: 9,083 shares; 2026Q2: 9,368 shares 9,368 $281K 0.05% +285 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 977 shares; 2026Q2: 1,077 shares 1,077 $281K 0.05% +100 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,832 shares; 2025Q1: 13,832 shares; 2025Q2: 13,832 shares; 2025Q3: 13,832 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $277K 0.05% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,894 shares; 2025Q1: 1,894 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares; 2026Q1: 1,926 shares; 2026Q2: 1,894 shares 1,894 $274K 0.05% -32 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,476 shares; 2025Q1: 12,476 shares; 2025Q2: 12,476 shares; 2025Q3: 12,476 shares; 2025Q4: 12,326 shares; 2026Q1: 12,476 shares; 2026Q2: 12,777 shares 12,777 $272K 0.05% +301 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,300 shares; 2025Q1: 6,620 shares; 2025Q2: 6,620 shares; 2025Q3: 6,620 shares; 2025Q4: 5,020 shares; 2026Q1: 5,020 shares; 2026Q2: 5,020 shares 5,020 $268K 0.05% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,695 shares; 2025Q1: 5,350 shares; 2025Q2: 5,231 shares; 2025Q3: 5,112 shares; 2025Q4: 5,027 shares; 2026Q1: 4,727 shares; 2026Q2: 4,727 shares 4,727 $267K 0.05% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,150 shares; 2025Q1: 7,150 shares; 2025Q2: 7,150 shares; 2025Q3: 7,150 shares; 2025Q4: 6,775 shares; 2026Q1: 6,950 shares; 2026Q2: 6,733 shares 6,733 $265K 0.05% -217 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 3,809 shares; 2026Q1: 3,830 shares; 2026Q2: 3,684 shares 3,684 $265K 0.05% -146 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,300 shares; 2025Q1: 3,392 shares; 2025Q2: 3,392 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares 3,300 $260K 0.05% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 987 shares; 2025Q1: 1,137 shares; 2025Q2: 1,281 shares; 2025Q3: 1,343 shares; 2025Q4: 1,418 shares; 2026Q1: 1,511 shares; 2026Q2: 1,565 shares 1,565 $256K 0.05% +54 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; 2024Q3: restricted; 2024Q4: 2,872 shares; 2025Q1: 2,880 shares; 2025Q2: 2,880 shares; 2025Q3: 2,967 shares; 2025Q4: 2,997 shares; 2026Q1: 3,067 shares; 2026Q2: 3,174 shares 3,174 $251K 0.04% +107 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,775 shares 1,775 $251K 0.04% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,822 shares; 2025Q1: 1,936 shares; 2025Q2: 1,936 shares; 2025Q3: 1,936 shares; 2025Q4: 1,964 shares; 2026Q1: 1,590 shares; 2026Q2: 1,506 shares 1,506 $250K 0.04% -84 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; 2024Q3: restricted; 2024Q4: 6,165 shares; 2025Q1: 4,963 shares; 2025Q2: 3,070 shares; 2025Q3: 3,576 shares; 2025Q4: 3,351 shares; 2026Q1: 3,351 shares; 2026Q2: 3,455 shares 3,455 $246K 0.04% +104 Timeline TWI TITAN INTL INC ILL More: the full row for TITAN INTL INC ILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,950 shares; 2025Q1: 33,625 shares; 2025Q2: 33,625 shares; 2025Q3: 33,625 shares; 2025Q4: 33,225 shares; 2026Q1: 31,925 shares; 2026Q2: 31,925 shares 31,925 $246K 0.04% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,331 shares; 2025Q1: 1,329 shares; 2025Q2: 1,323 shares; 2025Q3: 484 shares; 2025Q4: 472 shares; 2026Q1: 472 shares; 2026Q2: 2,792 shares 2,792 $245K 0.04% +2,320 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,125 shares; 2025Q1: 39,350 shares; 2025Q2: 39,350 shares; 2025Q3: 39,350 shares; 2025Q4: 37,325 shares; 2026Q1: 38,750 shares; 2026Q2: 37,125 shares 37,125 $245K 0.04% -1,625 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 321 shares 321 $243K 0.04% new 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; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $236K 0.04% 0 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; 2024Q3: restricted; 2024Q4: 301 shares; 2025Q1: 300 shares; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: 399 shares; 2026Q1: 417 shares; 2026Q2: 417 shares 417 $235K 0.04% 0 Timeline WKC WORLD KINECT CORPORATION More: the full row for WORLD KINECT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,400 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 6,900 shares; 2026Q1: 7,100 shares; 2026Q2: 7,100 shares 7,100 $234K 0.04% 0 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,498 shares; 2025Q1: 4,514 shares; 2025Q2: 4,712 shares; 2025Q3: 4,885 shares; 2025Q4: 4,944 shares; 2026Q1: 5,075 shares; 2026Q2: 5,271 shares 5,271 $232K 0.04% +196 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; 2024Q3: restricted; 2024Q4: 875 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 875 shares; 2026Q1: 832 shares; 2026Q2: 769 shares 769 $229K 0.04% -63 Timeline MMI MARCUS & MILLICHAP INC More: the full row for MARCUS & MILLICHAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,275 shares; 2025Q1: 7,275 shares; 2025Q2: 7,275 shares; 2025Q3: 7,275 shares; 2025Q4: 7,275 shares; 2026Q1: 7,275 shares; 2026Q2: 7,275 shares 7,275 $227K 0.04% 0 Timeline SBH SALLY BEAUTY HLDGS INC More: the full row for SALLY BEAUTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,725 shares; 2025Q1: 16,725 shares; 2025Q2: 16,725 shares; 2025Q3: 16,725 shares; 2025Q4: 16,725 shares; 2026Q1: 16,325 shares; 2026Q2: 15,825 shares 15,825 $224K 0.04% -500 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,900 shares; 2025Q1: 10,675 shares; 2025Q2: 10,375 shares; 2025Q3: 10,375 shares; 2025Q4: 9,875 shares; 2026Q1: 10,375 shares; 2026Q2: 10,125 shares 10,125 $215K 0.04% -250 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,144 shares; 2025Q1: 8,397 shares; 2025Q2: 8,397 shares; 2025Q3: 3,275 shares; 2025Q4: 3,275 shares; 2026Q1: 3,125 shares; 2026Q2: 2,975 shares 2,975 $214K 0.04% -150 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; 2024Q3: restricted; 2024Q4: 8,877 shares; 2025Q1: 8,877 shares; 2025Q2: 8,877 shares; 2025Q3: 8,877 shares; 2025Q4: 8,877 shares; 2026Q1: 7,081 shares; 2026Q2: 7,081 shares 7,081 $214K 0.04% 0 Timeline KRO KRONOS WORLDWIDE INC More: the full row for KRONOS WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,750 shares; 2025Q1: 33,750 shares; 2025Q2: 33,750 shares; 2025Q3: 33,750 shares; 2025Q4: 32,250 shares; 2026Q1: 33,750 shares; 2026Q2: 33,750 shares 33,750 $214K 0.04% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 2,386 shares; 2025Q2: 2,486 shares; 2025Q3: 2,486 shares; 2025Q4: 2,431 shares; 2026Q1: 2,431 shares; 2026Q2: 2,263 shares 2,263 $206K 0.04% -168 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,156 shares; 2025Q1: 14,246 shares; 2025Q2: 14,246 shares; 2025Q3: 5,992 shares; 2025Q4: 5,992 shares; 2026Q1: 5,992 shares; 2026Q2: 5,992 shares 5,992 $202K 0.04% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,347 shares; 2025Q1: 33,747 shares; 2025Q2: 33,747 shares; 2025Q3: 33,747 shares; 2025Q4: 32,197 shares; 2026Q1: 32,922 shares; 2026Q2: 32,722 shares 32,722 $201K 0.04% -200 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,186 shares; 2025Q1: 991 shares; 2025Q2: 791 shares; 2025Q3: 791 shares; 2025Q4: 686 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $198K 0.04% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,206 shares; 2025Q1: 3,219 shares; 2025Q2: 3,372 shares; 2025Q3: 3,512 shares; 2025Q4: 3,633 shares; 2026Q1: 3,744 shares; 2026Q2: 3,912 shares 3,912 $198K 0.04% +168 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,460 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares; 2026Q1: 1,760 shares; 2026Q2: 1,710 shares 1,710 $195K 0.03% -50 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,644 shares; 2025Q1: 6,644 shares; 2025Q2: 6,925 shares; 2025Q3: 6,925 shares; 2025Q4: 6,925 shares; 2026Q1: 6,925 shares; 2026Q2: 7,182 shares 7,182 $195K 0.03% +257 Timeline MBSD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,696 shares; 2025Q1: 7,729 shares; 2025Q2: 8,114 shares; 2025Q3: 8,461 shares; 2025Q4: 8,759 shares; 2026Q1: 9,035 shares; 2026Q2: 9,454 shares 9,454 $195K 0.03% +419 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; 2024Q3: restricted; 2024Q4: 4,668 shares; 2025Q1: 4,768 shares; 2025Q2: 4,768 shares; 2025Q3: 4,768 shares; 2025Q4: 4,618 shares; 2026Q1: 4,618 shares; 2026Q2: 4,510 shares 4,510 $195K 0.03% -108 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,640 shares; 2025Q1: 3,655 shares; 2025Q2: 3,835 shares; 2025Q3: 3,997 shares; 2025Q4: 4,064 shares; 2026Q1: 4,190 shares; 2026Q2: 4,383 shares 4,383 $194K 0.03% +193 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,579 shares; 2025Q1: 1,585 shares; 2025Q2: 1,661 shares; 2025Q3: 1,729 shares; 2025Q4: 1,791 shares; 2026Q1: 1,846 shares; 2026Q2: 1,931 shares 1,931 $193K 0.03% +85 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; 2024Q3: restricted; 2024Q4: 1,175 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,150 shares; 2026Q1: 1,125 shares; 2026Q2: 1,092 shares 1,092 $193K 0.03% -33 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,579 shares; 2025Q1: 1,585 shares; 2025Q2: 1,653 shares; 2025Q3: 1,567 shares; 2025Q4: 1,623 shares; 2026Q1: 1,673 shares; 2026Q2: 1,750 shares 1,750 $193K 0.03% +77 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,505 shares; 2025Q1: 1,510 shares; 2025Q2: 1,574 shares; 2025Q3: 1,592 shares; 2025Q4: 1,788 shares; 2026Q1: 1,566 shares; 2026Q2: 1,636 shares 1,636 $192K 0.03% +70 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,684 shares; 2025Q1: 6,712 shares; 2025Q2: 7,044 shares; 2025Q3: 7,341 shares; 2025Q4: 7,472 shares; 2026Q1: 7,708 shares; 2026Q2: 8,069 shares 8,069 $192K 0.03% +361 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; 2024Q3: restricted; 2024Q4: 653 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares; 2026Q1: 377 shares; 2026Q2: 377 shares 377 $189K 0.03% 0 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,587 shares; 2025Q1: 18,049 shares; 2025Q2: 17,044 shares; 2025Q3: 15,267 shares; 2025Q4: 14,802 shares; 2026Q1: 4,186 shares; 2026Q2: 2,714 shares 2,714 $185K 0.03% -1,472 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,642 shares; 2025Q1: 2,642 shares; 2025Q2: 2,642 shares; 2025Q3: 2,642 shares; 2025Q4: 2,642 shares; 2026Q1: 2,415 shares; 2026Q2: 2,358 shares 2,358 $182K 0.03% -57 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,911 shares; 2025Q1: 4,911 shares; 2025Q2: 4,911 shares; 2025Q3: 4,911 shares; 2025Q4: 4,911 shares; 2026Q1: 4,911 shares; 2026Q2: 4,911 shares 4,911 $181K 0.03% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares; 2026Q1: 3,050 shares; 2026Q2: 3,050 shares 3,050 $173K 0.03% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,211 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares; 2026Q1: 1,139 shares; 2026Q2: 1,139 shares 1,139 $171K 0.03% 0 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,991 shares; 2025Q1: 15,216 shares; 2025Q2: 15,216 shares; 2025Q3: 15,216 shares; 2025Q4: 14,191 shares; 2026Q1: 14,916 shares; 2026Q2: 14,733 shares 14,733 $169K 0.03% -183 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,280 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 3,280 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $168K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,658 shares; 2025Q1: 1,658 shares; 2025Q2: 1,658 shares; 2025Q3: 1,658 shares; 2025Q4: 1,658 shares; 2026Q1: 1,705 shares; 2026Q2: 1,619 shares 1,619 $168K 0.03% -86 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,740 shares; 2025Q1: 2,740 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $167K 0.03% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 561 shares; 2025Q1: 510 shares; 2025Q2: 635 shares; 2025Q3: 432 shares; 2025Q4: 359 shares; 2026Q1: 393 shares; 2026Q2: 393 shares 393 $165K 0.03% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 522 shares; 2025Q1: 761 shares; 2025Q2: 980 shares; 2025Q3: 1,073 shares; 2025Q4: 1,184 shares; 2026Q1: 1,335 shares; 2026Q2: 1,412 shares 1,412 $165K 0.03% +77 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,094 shares; 2025Q1: 7,094 shares; 2025Q2: 7,094 shares; 2025Q3: 7,094 shares; 2025Q4: 7,094 shares; 2026Q1: 7,094 shares; 2026Q2: 7,094 shares 7,094 $164K 0.03% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,238 shares; 2025Q1: 2,238 shares; 2025Q2: 2,238 shares; 2025Q3: 2,238 shares; 2025Q4: 2,238 shares; 2026Q1: 2,238 shares; 2026Q2: 2,238 shares 2,238 $156K 0.03% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 419 shares; 2025Q1: 607 shares; 2025Q2: 786 shares; 2025Q3: 865 shares; 2025Q4: 955 shares; 2026Q1: 1,077 shares; 2026Q2: 1,143 shares 1,143 $151K 0.03% +66 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,699 shares; 2025Q1: 1,949 shares; 2025Q2: 1,949 shares; 2025Q3: 1,949 shares; 2025Q4: 1,949 shares; 2026Q1: 1,949 shares; 2026Q2: 1,874 shares 1,874 $148K 0.03% -75 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,631 shares; 2025Q1: 6,631 shares; 2025Q2: 6,631 shares; 2025Q3: 6,631 shares; 2025Q4: 6,631 shares; 2026Q1: 6,631 shares; 2026Q2: 6,631 shares 6,631 $145K 0.03% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 645 shares; 2025Q3: 718 shares; 2025Q4: 817 shares; 2026Q1: 918 shares; 2026Q2: 940 shares 940 $145K 0.03% +22 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,995 shares; 2025Q1: 1,038 shares; 2025Q2: 1,038 shares; 2025Q3: 375 shares; 2025Q4: 142 shares; 2026Q1: 150 shares; 2026Q2: 142 shares 142 $144K 0.03% -8 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; 2024Q3: restricted; 2024Q4: 2,520 shares; 2025Q1: 2,530 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 1,670 shares; 2026Q1: 770 shares; 2026Q2: 124 shares 124 $143K 0.03% -646 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,915 shares; 2025Q1: 10,915 shares; 2025Q2: 11,615 shares; 2025Q3: 11,615 shares; 2025Q4: 11,615 shares; 2026Q1: 11,615 shares; 2026Q2: 11,615 shares 11,615 $143K 0.03% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,552 shares; 2025Q1: 2,552 shares; 2025Q2: 2,906 shares; 2025Q3: 2,906 shares; 2025Q4: 2,906 shares; 2026Q1: 2,906 shares; 2026Q2: 2,906 shares 2,906 $141K 0.03% 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; 2024Q3: restricted; 2024Q4: 844 shares; 2025Q1: 672 shares; 2025Q2: 771 shares; 2025Q3: 1,100 shares; 2025Q4: 1,133 shares; 2026Q1: 539 shares; 2026Q2: 2,344 shares 2,344 $140K 0.03% +1,805 Timeline MATV MATIV HOLDINGS INC More: the full row for MATIV HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,504 shares; 2025Q1: 18,554 shares; 2025Q2: 18,554 shares; 2025Q3: 18,554 shares; 2025Q4: 17,304 shares; 2026Q1: 18,554 shares; 2026Q2: 18,279 shares 18,279 $138K 0.02% -275 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,837 shares; 2025Q1: 6,753 shares; 2025Q2: 6,695 shares; 2025Q3: 6,544 shares; 2025Q4: 6,470 shares; 2026Q1: 1,799 shares; 2026Q2: 1,799 shares 1,799 $136K 0.02% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 362 shares; 2026Q1: 362 shares; 2026Q2: 362 shares 362 $134K 0.02% 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; 2024Q3: restricted; 2024Q4: 1,417 shares; 2025Q1: 1,840 shares; 2025Q2: 1,822 shares; 2025Q3: 1,472 shares; 2025Q4: 1,515 shares; 2026Q1: 1,515 shares; 2026Q2: 1,604 shares 1,604 $133K 0.02% +89 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,604 shares; 2025Q1: 1,597 shares; 2025Q2: 1,597 shares; 2025Q3: 1,597 shares; 2025Q4: 1,597 shares; 2026Q1: 1,597 shares; 2026Q2: 1,597 shares 1,597 $132K 0.02% 0 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,502 shares; 2025Q1: 31,242 shares; 2025Q2: 31,242 shares; 2025Q3: 31,242 shares; 2025Q4: 30,592 shares; 2026Q1: 10,000 shares; 2026Q2: 9,500 shares 9,500 $132K 0.02% -500 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; 2024Q3: restricted; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 546 shares; 2026Q1: 563 shares; 2026Q2: 480 shares 480 $131K 0.02% -83 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44,989 shares; 2025Q1: 44,989 shares; 2025Q2: 60,114 shares; 2025Q3: 60,114 shares; 2025Q4: 40,889 shares; 2026Q1: 7,789 shares; 2026Q2: 7,550 shares 7,550 $130K 0.02% -239 Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,672 shares; 2025Q1: 8,835 shares; 2025Q2: 8,835 shares; 2025Q3: 8,760 shares; 2025Q4: 7,872 shares; 2026Q1: 8,535 shares; 2026Q2: 8,360 shares 8,360 $129K 0.02% -175 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,885 shares; 2025Q1: 26,885 shares; 2025Q2: 26,885 shares; 2025Q3: 26,885 shares; 2025Q4: 9,894 shares; 2026Q1: 23,664 shares; 2026Q2: 23,664 shares 23,664 $128K 0.02% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 642 shares 642 $122K 0.02% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 700 shares 700 $119K 0.02% -100 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,486 shares; 2025Q1: 5,310 shares; 2025Q2: 5,310 shares; 2025Q3: 4,148 shares; 2025Q4: 5,193 shares; 2026Q1: 4,693 shares; 2026Q2: 4,018 shares 4,018 $116K 0.02% -675 Timeline XLV 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; 2024Q3: restricted; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 892 shares; 2026Q1: 727 shares; 2026Q2: 727 shares 727 $115K 0.02% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares; 2026Q2: 4,600 shares 4,600 $114K 0.02% 0 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,464 shares; 2025Q1: 3,764 shares; 2025Q2: 3,764 shares; 2025Q3: 3,764 shares; 2025Q4: 3,514 shares; 2026Q1: 3,514 shares; 2026Q2: 3,514 shares 3,514 $114K 0.02% 0 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,050 shares; 2025Q1: 13,050 shares; 2025Q2: 13,050 shares; 2025Q3: 13,050 shares; 2025Q4: 12,650 shares; 2026Q1: 12,350 shares; 2026Q2: 12,180 shares 12,180 $112K 0.02% -170 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 837 shares; 2026Q1: 837 shares; 2026Q2: 837 shares 837 $109K 0.02% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 235 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares; 2026Q2: 282 shares 282 $109K 0.02% 0 Timeline ACCO ACCO BRANDS CORP More: the full row for ACCO BRANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,037 shares; 2025Q1: 25,615 shares; 2025Q2: 25,615 shares; 2025Q3: 25,615 shares; 2025Q4: 22,215 shares; 2026Q1: 25,615 shares; 2026Q2: 25,615 shares 25,615 $107K 0.02% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,430 shares; 2025Q1: 4,278 shares; 2025Q2: 1,336 shares; 2025Q3: 1,258 shares; 2025Q4: 1,258 shares; 2026Q1: 1,258 shares; 2026Q2: 1,098 shares 1,098 $106K 0.02% -160 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,525 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 508 shares; 2026Q2: 508 shares 508 $105K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 326 shares; 2026Q2: 294 shares 294 $104K 0.02% -32 Timeline DBI DESIGNER BRANDS INC More: the full row for DESIGNER BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,434 shares; 2025Q1: 18,267 shares; 2025Q2: 18,267 shares; 2025Q3: 18,267 shares; 2025Q4: 17,517 shares; 2026Q1: 17,517 shares; 2026Q2: 17,517 shares 17,517 $102K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 951 shares; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares; 2026Q2: 951 shares 951 $102K 0.02% 0 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares 1,400 $101K 0.02% new Timeline RWX 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; 2024Q3: restricted; 2024Q4: 21,056 shares; 2025Q1: 21,056 shares; 2025Q2: 20,998 shares; 2025Q3: 19,241 shares; 2025Q4: 19,037 shares; 2026Q1: 17,903 shares; 2026Q2: 3,740 shares 3,740 $101K 0.02% -14,163 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; 2024Q3: restricted; 2024Q4: 11,055 shares; 2025Q1: 11,055 shares; 2025Q2: 11,055 shares; 2025Q3: 11,055 shares; 2025Q4: 10,755 shares; 2026Q1: 10,755 shares; 2026Q2: 10,755 shares 10,755 $101K 0.02% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,135 shares; 2025Q1: 3,135 shares; 2025Q2: 3,135 shares; 2025Q3: 3,135 shares; 2025Q4: 3,135 shares; 2026Q1: 2,155 shares; 2026Q2: 2,155 shares 2,155 $95.6K 0.02% 0 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 362 shares; 2026Q1: 362 shares; 2026Q2: 362 shares 362 $91.6K 0.02% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,527 shares; 2025Q1: 2,527 shares; 2025Q2: 2,527 shares; 2025Q3: 2,477 shares; 2025Q4: 1,552 shares; 2026Q1: 1,302 shares; 2026Q2: 1,302 shares 1,302 $91.2K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares 5,500 $90.9K 0.02% 0 Timeline GCO GENESCO INC More: the full row for GENESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 1,950 shares; 2026Q1: 2,650 shares; 2026Q2: 2,650 shares 2,650 $89.5K 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 454 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $89.2K 0.02% 0 Timeline EVCM EVERCOMMERCE INC More: the full row for EVERCOMMERCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,822 shares; 2025Q1: 8,822 shares; 2025Q2: 8,822 shares; 2025Q3: 8,822 shares; 2025Q4: 8,822 shares; 2026Q1: 8,822 shares; 2026Q2: 8,822 shares 8,822 $88.7K 0.02% 0 Timeline XRX XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,086 shares; 2025Q1: 29,461 shares; 2025Q2: 29,461 shares; 2025Q3: 29,461 shares; 2025Q4: 27,031 shares; 2026Q1: 28,473 shares; 2026Q2: 27,898 shares 27,898 $87.3K 0.02% -575 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,145 shares; 2025Q1: 3,145 shares; 2025Q2: 3,145 shares; 2025Q3: 3,145 shares; 2025Q4: 3,145 shares; 2026Q1: 3,145 shares; 2026Q2: 3,145 shares 3,145 $87.1K 0.02% 0 Timeline LXFR LUXFER HLDGS PLC More: the full row for LUXFER HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $86.6K 0.02% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,072 shares; 2025Q1: 1,072 shares; 2025Q2: 1,209 shares; 2025Q3: 1,209 shares; 2025Q4: 1,209 shares; 2026Q1: 1,171 shares; 2026Q2: 1,171 shares 1,171 $86K 0.02% 0 Timeline TROX TRONOX HOLDINGS PLC More: the full row for TRONOX HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,000 shares; 2025Q1: 16,300 shares; 2025Q2: 16,300 shares; 2025Q3: 16,300 shares; 2025Q4: 14,500 shares; 2026Q1: 14,100 shares; 2026Q2: 13,600 shares 13,600 $85.7K 0.02% -500 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,526 shares; 2025Q1: 1,526 shares; 2025Q2: 1,526 shares; 2025Q3: 1,526 shares; 2025Q4: 1,526 shares; 2026Q1: 1,526 shares; 2026Q2: 1,526 shares 1,526 $85.3K 0.02% 0 Timeline TG TREDEGAR CORP More: the full row for TREDEGAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares 10,500 $83.6K 0.01% 0 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,064 shares; 2025Q1: 3,314 shares; 2025Q2: 3,314 shares; 2025Q3: 3,314 shares; 2025Q4: 3,314 shares; 2026Q1: 2,564 shares; 2026Q2: 1,964 shares 1,964 $83.5K 0.01% -600 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; 2024Q3: restricted; 2024Q4: 319 shares; 2025Q1: 606 shares; 2025Q2: 607 shares; 2025Q3: 657 shares; 2025Q4: 374 shares; 2026Q1: 566 shares; 2026Q2: 566 shares 566 $82.9K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 546 shares; 2025Q3: 407 shares; 2025Q4: 407 shares; 2026Q1: 341 shares; 2026Q2: 341 shares 341 $82.9K 0.01% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares 5,500 $82.7K 0.01% 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; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 382 shares 382 $82.7K 0.01% +333 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares; 2026Q1: 1,570 shares; 2026Q2: 1,570 shares 1,570 $81.5K 0.01% 0 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,117 shares; 2026Q2: 1,117 shares 1,117 $81.4K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 898 shares 898 $81.2K 0.01% +804 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 532 shares 532 $80.3K 0.01% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,446 shares; 2025Q4: 2,446 shares; 2026Q1: 4,296 shares; 2026Q2: 4,296 shares 4,296 $79.6K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 9,486 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 879 shares; 2025Q4: 879 shares; 2026Q1: 963 shares; 2026Q2: 963 shares 963 $79.6K 0.01% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 816 shares; 2025Q1: 1,132 shares; 2025Q2: 1,109 shares; 2025Q3: 1,111 shares; 2025Q4: 1,113 shares; 2026Q1: 629 shares; 2026Q2: 287 shares 287 $77.6K 0.01% -342 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,701 shares; 2025Q1: 6,701 shares; 2025Q2: 6,701 shares; 2025Q3: 6,701 shares; 2025Q4: 6,223 shares; 2026Q1: 6,223 shares; 2026Q2: 5,665 shares 5,665 $76.6K 0.01% -558 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $76.4K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 999 shares; 2025Q2: 999 shares; 2025Q3: 900 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $75.9K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 378 shares; 2025Q4: 378 shares; 2026Q1: 378 shares; 2026Q2: 313 shares 313 $75.9K 0.01% -65 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,825 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $74.5K 0.01% 0 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 596 shares; 2025Q1: 862 shares; 2025Q2: 1,030 shares; 2025Q3: 1,024 shares; 2025Q4: 988 shares; 2026Q1: 860 shares; 2026Q2: 860 shares 860 $73.7K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 594 shares; 2026Q1: 594 shares; 2026Q2: 594 shares 594 $72.7K 0.01% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,742 shares; 2025Q1: 1,918 shares; 2025Q2: 1,918 shares; 2025Q3: 1,918 shares; 2025Q4: 1,925 shares; 2026Q1: 1,925 shares; 2026Q2: 1,925 shares 1,925 $71.3K 0.01% 0 Timeline BGS B & G FOODS INC More: the full row for B & G FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,400 shares; 2025Q1: 18,700 shares; 2025Q2: 18,700 shares; 2025Q3: 18,700 shares; 2025Q4: 17,600 shares; 2026Q1: 17,950 shares; 2026Q2: 17,750 shares 17,750 $70.6K 0.01% -200 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 166 shares; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 396 shares; 2026Q2: 596 shares 596 $70.3K 0.01% +200 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 813 shares; 2025Q2: 426 shares; 2025Q3: 429 shares; 2025Q4: 255 shares; 2026Q1: 270 shares; 2026Q2: 247 shares 247 $69.5K 0.01% -23 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 741 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 926 shares; 2025Q4: 756 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $69.2K 0.01% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123 shares; 2025Q3: 301 shares; 2025Q4: 549 shares; 2026Q1: 839 shares; 2026Q2: 995 shares 995 $69.1K 0.01% +156 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,875 shares; 2026Q2: 2,875 shares 2,875 $68.2K 0.01% 0 Timeline ACTG ACACIA RESH CORP More: the full row for ACACIA RESH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,609 shares; 2025Q1: 14,609 shares; 2025Q2: 14,609 shares; 2025Q3: 14,609 shares; 2025Q4: 14,009 shares; 2026Q1: 14,609 shares; 2026Q2: 14,609 shares 14,609 $68.1K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $66.3K 0.01% 0 Timeline TBI TRUEBLUE INC More: the full row for TRUEBLUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,900 shares; 2025Q1: 11,400 shares; 2025Q2: 11,400 shares; 2025Q3: 11,050 shares; 2025Q4: 10,550 shares; 2026Q1: 9,850 shares; 2026Q2: 9,350 shares 9,350 $65.2K 0.01% -500 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,294 shares; 2025Q1: 6,153 shares; 2025Q2: 6,153 shares; 2025Q3: 1,013 shares; 2025Q4: 647 shares; 2026Q1: 291 shares; 2026Q2: 159 shares 159 $65.1K 0.01% -132 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,589 shares; 2025Q1: 1,589 shares; 2025Q2: 1,589 shares; 2025Q3: 1,589 shares; 2025Q4: 1,589 shares; 2026Q1: 1,589 shares; 2026Q2: 1,589 shares 1,589 $64.6K 0.01% 0 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 1,557 shares; 2025Q3: 1,129 shares; 2025Q4: 1,051 shares; 2026Q1: 1,051 shares; 2026Q2: 1,051 shares 1,051 $64.2K 0.01% 0 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 843 shares; 2025Q1: 843 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 843 shares; 2026Q1: 843 shares; 2026Q2: 843 shares 843 $63.4K 0.01% 0 Timeline XPER XPERI INC More: the full row for XPERI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,029 shares; 2025Q1: 8,093 shares; 2025Q2: 8,093 shares; 2025Q3: 7,993 shares; 2025Q4: 7,205 shares; 2026Q1: 7,903 shares; 2026Q2: 7,659 shares 7,659 $63K 0.01% -244 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 438 shares; 2025Q1: 680 shares; 2025Q2: 683 shares; 2025Q3: 683 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares; 2026Q2: 1,037 shares 1,037 $61.9K 0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 372 shares; 2026Q1: 372 shares; 2026Q2: 372 shares 372 $60.9K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,137 shares; 2025Q1: 1,137 shares; 2025Q2: 1,137 shares; 2025Q3: 1,137 shares; 2025Q4: 589 shares; 2026Q1: 589 shares; 2026Q2: 589 shares 589 $60.6K 0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,042 shares; 2025Q1: 21,042 shares; 2025Q2: 20,607 shares; 2025Q3: 11,702 shares; 2025Q4: 6,172 shares; 2026Q1: 6,087 shares; 2026Q2: 498 shares 498 $60.5K 0.01% -5,589 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,204 shares; 2025Q1: 3,204 shares; 2025Q2: 3,204 shares; 2025Q3: 3,204 shares; 2025Q4: 3,204 shares; 2026Q1: 3,204 shares; 2026Q2: 3,204 shares 3,204 $59K 0.01% 0 Timeline SMP STANDARD MTR PRODS INC More: the full row for STANDARD MTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $58.5K 0.01% 0 Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,688 shares; 2025Q1: 2,688 shares; 2025Q2: 2,688 shares; 2025Q3: 2,688 shares; 2025Q4: 1,984 shares; 2026Q1: 2,688 shares; 2026Q2: 2,688 shares 2,688 $55K 0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,092 shares; 2025Q1: 5,092 shares; 2025Q2: 5,092 shares; 2025Q3: 5,092 shares; 2025Q4: 5,092 shares; 2026Q1: 5,092 shares; 2026Q2: 5,092 shares 5,092 $54.9K 0.01% 0 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,258 shares; 2025Q1: 5,258 shares; 2025Q2: 5,258 shares; 2025Q3: 5,258 shares; 2025Q4: 5,258 shares; 2026Q1: 5,258 shares; 2026Q2: 5,258 shares 5,258 $54.5K 0.01% 0 Timeline PDS PRECISION DRILLING CORP More: the full row for PRECISION DRILLING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 705 shares; 2026Q2: 705 shares 705 $54K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 469 shares; 2025Q1: 469 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 469 shares; 2026Q1: 469 shares; 2026Q2: 938 shares 938 $52.7K 0.01% +469 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 954 shares; 2025Q1: 954 shares; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 954 shares; 2026Q1: 954 shares; 2026Q2: 954 shares 954 $52.5K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,008 shares; 2025Q1: 471 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 409 shares; 2026Q1: 432 shares; 2026Q2: 140 shares 140 $52.3K 0.01% -292 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 438 shares; 2025Q1: 689 shares; 2025Q2: 692 shares; 2025Q3: 692 shares; 2025Q4: 692 shares; 2026Q1: 692 shares; 2026Q2: 692 shares 692 $52.2K 0.01% 0 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,060 shares; 2025Q1: 19,060 shares; 2025Q2: 19,060 shares; 2025Q3: 19,060 shares; 2025Q4: 18,878 shares; 2026Q1: 2,200 shares; 2026Q2: 1,623 shares 1,623 $52.2K 0.01% -577 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 382 shares 382 $50.7K 0.01% new 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; 2024Q3: restricted; 2024Q4: 2,086 shares; 2025Q1: 2,086 shares; 2025Q2: 2,086 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares; 2026Q1: 944 shares; 2026Q2: 944 shares 944 $50.6K 0.01% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,030 shares; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,030 shares; 2026Q1: 2,030 shares; 2026Q2: 2,030 shares 2,030 $49.7K 0.01% 0 Timeline CLW CLEARWATER PAPER CORP More: the full row for CLEARWATER PAPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 2,750 shares; 2026Q1: 3,150 shares; 2026Q2: 3,150 shares 3,150 $49.4K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145 $48.5K 0.01% 0 Timeline XLY 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; 2024Q3: restricted; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 404 shares; 2026Q1: 412 shares; 2026Q2: 412 shares 412 $48.3K 0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,846 shares; 2025Q1: 1,816 shares; 2025Q2: 1,816 shares; 2025Q3: 1,816 shares; 2025Q4: 1,816 shares; 2026Q1: 1,816 shares; 2026Q2: 1,816 shares 1,816 $48.1K 0.01% 0 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $47.7K 0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 525 shares 525 $47.6K 0.01% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $46.6K 0.01% 0 Timeline FPE 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; 2024Q3: restricted; 2024Q4: 3,731 shares; 2025Q1: 3,731 shares; 2025Q2: 3,731 shares; 2025Q3: 2,431 shares; 2025Q4: 2,431 shares; 2026Q1: 2,431 shares; 2026Q2: 2,574 shares 2,574 $46K 0.01% +143 Timeline CEE THE CENTRAL AND EASTERN EU I More: the full row for THE CENTRAL AND EASTERN EU I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,915 shares; 2026Q1: 2,229 shares; 2026Q2: 2,229 shares 2,229 $45.8K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 319 shares; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 583 shares; 2026Q2: 487 shares 487 $44.9K 0.01% -96 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $44.7K 0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,608 shares; 2025Q3: 1,608 shares; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares; 2026Q2: 1,608 shares 1,608 $44.4K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 724 shares; 2025Q1: 724 shares; 2025Q2: 835 shares; 2025Q3: 873 shares; 2025Q4: 909 shares; 2026Q1: 909 shares; 2026Q2: 909 shares 909 $44K 0.01% 0 Timeline CARS CARS COM INC More: the full row for CARS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,176 shares; 2025Q1: 4,176 shares; 2025Q2: 4,176 shares; 2025Q3: 4,176 shares; 2025Q4: 4,010 shares; 2026Q1: 4,010 shares; 2026Q2: 4,010 shares 4,010 $43.9K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $43K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 1,067 shares; 2025Q1: 1,056 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares; 2026Q1: 1,056 shares; 2026Q2: 1,056 shares 1,056 $40.9K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 6,314 shares; 2025Q1: 5,984 shares; 2025Q2: 3,608 shares; 2025Q3: 2,058 shares; 2025Q4: 1,458 shares; 2026Q1: 1,458 shares; 2026Q2: 1,458 shares 1,458 $40.4K 0.01% 0 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,863 shares; 2025Q1: 1,863 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 3,001 shares; 2026Q1: 3,001 shares; 2026Q2: 3,111 shares 3,111 $40.4K 0.01% +110 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; 2024Q3: restricted; 2024Q4: 332 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 223 shares; 2026Q2: 223 shares 223 $40.3K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 127 shares 127 $38.5K 0.01% new Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 619 shares 619 $38.4K 0.01% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 265 shares 265 $38.3K 0.01% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 370 shares 370 $38.2K 0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,190 shares; 2025Q1: 8,338 shares; 2025Q2: 8,138 shares; 2025Q3: 4,162 shares; 2025Q4: 638 shares; 2026Q1: 280 shares; 2026Q2: 230 shares 230 $37.2K 0.01% -50 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,103 shares; 2025Q1: 1,600 shares; 2025Q2: 1,902 shares; 2025Q3: 1,891 shares; 2025Q4: 1,314 shares; 2026Q1: 1,288 shares; 2026Q2: 737 shares 737 $36.8K 0.01% -551 Timeline COTY COTY INC More: the full row for COTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,000 shares; 2025Q1: 17,200 shares; 2025Q2: 17,200 shares; 2025Q3: 17,200 shares; 2025Q4: 15,900 shares; 2026Q1: 16,600 shares; 2026Q2: 16,600 shares 16,600 $35.9K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 203 shares; 2026Q2: 352 shares 352 $34.8K 0.01% +149 Timeline CYH COMMUNITY HEALTH SYS INC NEW More: the full row for COMMUNITY HEALTH SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,021 shares; 2025Q1: 11,021 shares; 2025Q2: 11,021 shares; 2025Q3: 11,021 shares; 2025Q4: 11,001 shares; 2026Q1: 10,701 shares; 2026Q2: 10,401 shares 10,401 $34.7K 0.01% -300 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; 2024Q3: restricted; 2024Q4: 425 shares; 2025Q1: 364 shares; 2025Q2: 101 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $33.3K 0.01% 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; 2024Q3: restricted; 2024Q4: 1,087 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares; 2026Q1: 630 shares; 2026Q2: 575 shares 575 $33.3K 0.01% -55 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 224 shares 224 $33.2K 0.01% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 424 shares; 2026Q2: 424 shares 424 $33K 0.01% 0 Timeline TOTL 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; 2024Q3: restricted; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares; 2026Q1: 822 shares; 2026Q2: 822 shares 822 $32.4K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 247 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 142 shares; 2026Q2: 95 shares 95 $32.4K 0.01% -47 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares; 2026Q2: 282 shares 282 $31.7K 0.01% 0 Timeline FIW 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; 2024Q3: restricted; 2024Q4: 399 shares; 2025Q1: 588 shares; 2025Q2: 705 shares; 2025Q3: 701 shares; 2025Q4: 677 shares; 2026Q1: 290 shares; 2026Q2: 289 shares 289 $31.7K 0.01% -1 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $31.3K 0.01% 0 Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,214 shares; 2025Q1: 1,214 shares; 2025Q2: 1,214 shares; 2025Q3: 1,214 shares; 2025Q4: 1,214 shares; 2026Q1: 1,214 shares; 2026Q2: 1,000 shares 1,000 $31.1K 0.01% -214 Timeline STXS STEREOTAXIS INC More: the full row for STEREOTAXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,950 shares; 2025Q1: 17,950 shares; 2025Q2: 17,950 shares; 2025Q3: 17,950 shares; 2025Q4: 17,950 shares; 2026Q1: 17,950 shares; 2026Q2: 17,950 shares 17,950 $30.9K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 867 shares; 2026Q2: 855 shares 855 $30.8K 0.01% -12 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; 2024Q3: restricted; 2024Q4: 491 shares; 2025Q1: 893 shares; 2025Q2: 1,216 shares; 2025Q3: 1,216 shares; 2025Q4: 1,216 shares; 2026Q1: 78 shares; 2026Q2: 82 shares 82 $30.2K 0.01% +4 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares; 2026Q1: 1,008 shares; 2026Q2: 1,008 shares 1,008 $29.8K 0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 100 shares 100 $29.6K 0.01% +99 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 876 shares; 2025Q2: 876 shares; 2025Q3: 876 shares; 2025Q4: 876 shares; 2026Q1: 876 shares; 2026Q2: 876 shares 876 $29.6K 0.01% 0 Timeline DAVA ENDAVA PLC More: the full row for ENDAVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,125 shares; 2025Q2: 11,950 shares; 2025Q3: 11,950 shares; 2025Q4: 11,750 shares; 2026Q1: 11,750 shares; 2026Q2: 10,425 shares 10,425 $29.5K 0.01% -1,325 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 124 shares 124 $29.5K 0.01% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 475 shares; 2026Q1: 325 shares; 2026Q2: 375 shares 375 $28.9K 0.01% +50 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 536 shares; 2025Q1: 479 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 567 shares; 2026Q1: 567 shares; 2026Q2: 567 shares 567 $28.5K 0.01% 0 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,524 shares 1,524 $28.3K 0.01% +124 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; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 160 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 225 shares; 2026Q1: 241 shares; 2026Q2: 241 shares 241 $28.1K 0.01% 0 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $27.8K <0.01% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 311 shares; 2026Q2: 311 shares 311 $27.3K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 232 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 259 shares; 2026Q2: 232 shares 232 $27.2K <0.01% -27 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $27K <0.01% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $26.7K <0.01% 0 Timeline PGZ PRINCIPAL REAL ESTATE INCOME More: the full row for PRINCIPAL REAL ESTATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $25.7K <0.01% 0 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,472 shares; 2025Q1: 2,472 shares; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,172 shares; 2026Q1: 2,472 shares; 2026Q2: 2,472 shares 2,472 $25.7K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 251 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 280 shares; 2026Q1: 257 shares; 2026Q2: 257 shares 257 $25.3K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 1,302 shares; 2026Q1: 1,302 shares; 2026Q2: 1,302 shares 1,302 $24.9K <0.01% 0 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $24.9K <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,445 shares; 2025Q1: 28,445 shares; 2025Q2: 28,445 shares; 2025Q3: 28,445 shares; 2025Q4: 23,520 shares; 2026Q1: 22,995 shares; 2026Q2: 1,200 shares 1,200 $24.6K <0.01% -21,795 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; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 10 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 200 shares 200 $23.9K <0.01% +168 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $23.1K <0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $22.7K <0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 996 shares; 2026Q1: 996 shares; 2026Q2: 996 shares 996 $22.7K <0.01% 0 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 219 shares 219 $22.1K <0.01% 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; 2024Q3: restricted; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 331 shares; 2025Q4: 331 shares; 2026Q1: 331 shares; 2026Q2: 331 shares 331 $22K <0.01% 0 Timeline IPI INTREPID POTASH INC More: the full row for INTREPID POTASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares; 2026Q2: 670 shares 670 $22K <0.01% 0 Timeline CNDT CONDUENT INC More: the full row for CONDUENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,631 shares; 2025Q1: 17,911 shares; 2025Q2: 17,911 shares; 2025Q3: 17,911 shares; 2025Q4: 15,313 shares; 2026Q1: 15,073 shares; 2026Q2: 14,613 shares 14,613 $21.3K <0.01% -460 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; 2024Q3: restricted; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 735 shares; 2026Q2: 735 shares 735 $21.3K <0.01% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 164 shares; 2026Q1: 174 shares; 2026Q2: 145 shares 145 $21.2K <0.01% -29 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 57 shares; 2026Q2: 41 shares 41 $21.1K <0.01% -16 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; 2024Q3: restricted; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $20.8K <0.01% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 210 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 1,391 shares; 2025Q4: 1,391 shares; 2026Q1: 1,391 shares; 2026Q2: 447 shares 447 $20.6K <0.01% -944 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 1,152 shares; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares; 2026Q1: 864 shares; 2026Q2: 432 shares 432 $20K <0.01% -432 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $19.3K <0.01% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares; 2026Q2: 455 shares 455 $19.3K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,075 shares; 2025Q1: 40,297 shares; 2025Q2: 40,297 shares; 2025Q3: 40,597 shares; 2025Q4: 39,997 shares; 2026Q1: 7,060 shares; 2026Q2: 138 shares 138 $19.3K <0.01% -6,922 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29 shares; 2026Q2: 262 shares 262 $19.2K <0.01% +233 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 22 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $18.8K <0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 112 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 141 shares; 2026Q2: 124 shares 124 $18.8K <0.01% -17 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 217 shares; 2026Q2: 217 shares 217 $18.8K <0.01% 0 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $18.4K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $18.4K <0.01% 0 Timeline MFIN MEDALLION FINANCIAL CORP More: the full row for MEDALLION FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $18.4K <0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $18.4K <0.01% 0 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55 shares 55 $18.3K <0.01% new Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $18.2K <0.01% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $18K <0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 271 shares; 2026Q1: 186 shares; 2026Q2: 186 shares 186 $17.9K <0.01% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 123 shares; 2025Q1: 527 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $17.8K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 163 shares; 2026Q1: 163 shares; 2026Q2: 163 shares 163 $17.8K <0.01% 0 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 438 shares; 2026Q1: 438 shares; 2026Q2: 438 shares 438 $17.7K <0.01% 0 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,325 shares; 2025Q1: 15,525 shares; 2025Q2: 15,525 shares; 2025Q3: 15,525 shares; 2025Q4: 15,225 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $17.5K <0.01% 0 Timeline CWI 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; 2024Q3: restricted; 2024Q4: 34,645 shares; 2025Q1: 33,527 shares; 2025Q2: 8,148 shares; 2025Q3: 863 shares; 2025Q4: 523 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $17.5K <0.01% 0 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 331 shares 331 $17.4K <0.01% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 338 shares; 2026Q2: 338 shares 338 $17.3K <0.01% 0 Timeline CATO CATO CORP NEW More: the full row for CATO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,300 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares; 2026Q2: 5,300 shares 5,300 $17.2K <0.01% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 1,109 shares; 2025Q3: 1,109 shares; 2025Q4: 1,034 shares; 2026Q1: 1,034 shares; 2026Q2: 1,034 shares 1,034 $16.7K <0.01% 0 Timeline ADNT ADIENT PLC More: the full row for ADIENT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 997 shares; 2025Q1: 997 shares; 2025Q2: 997 shares; 2025Q3: 997 shares; 2025Q4: 931 shares; 2026Q1: 931 shares; 2026Q2: 906 shares 906 $16.7K <0.01% -25 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 749 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $16.2K <0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,651 shares; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 891 shares; 2026Q1: 891 shares; 2026Q2: 891 shares 891 $16.1K <0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $15.9K <0.01% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $15.7K <0.01% 0 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $15.4K <0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $15.3K <0.01% 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; 2024Q3: restricted; 2024Q4: 63 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 139 shares; 2026Q2: 139 shares 139 $15K <0.01% 0 Timeline