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; 2024Q2: restricted; 2024Q3: 4,877,118 shares; 2024Q4: 5,020,164 shares; 2025Q1: 4,965,047 shares; 2025Q2: 4,942,183 shares; 2025Q3: 4,835,558 shares; 2025Q4: 4,844,024 shares; 2026Q1: 4,902,914 shares 4,902,914 $199M 17.87% +58,890 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; 2024Q2: restricted; 2024Q3: 2,858,921 shares; 2024Q4: 2,954,177 shares; 2025Q1: 2,878,712 shares; 2025Q2: 2,857,878 shares; 2025Q3: 2,836,023 shares; 2025Q4: 2,833,951 shares; 2026Q1: 2,840,246 shares 2,840,246 $184M 16.51% +6,295 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,692,968 shares; 2024Q4: 1,727,902 shares; 2025Q1: 1,697,095 shares; 2025Q2: 1,672,558 shares; 2025Q3: 1,639,299 shares; 2025Q4: 1,611,044 shares; 2026Q1: 1,602,043 shares 1,602,043 $88.3M 7.95% -9,001 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; 2024Q2: restricted; 2024Q3: 1,722,588 shares; 2024Q4: 1,721,157 shares; 2025Q1: 1,720,713 shares; 2025Q2: 1,715,438 shares; 2025Q3: 1,688,611 shares; 2025Q4: 1,690,520 shares; 2026Q1: 1,674,054 shares 1,674,054 $83.6M 7.52% -16,466 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; 2024Q2: restricted; 2024Q3: 1,659,205 shares; 2024Q4: 1,634,972 shares; 2025Q1: 1,535,422 shares; 2025Q2: 1,513,637 shares; 2025Q3: 1,467,909 shares; 2025Q4: 1,436,826 shares; 2026Q1: 1,422,904 shares 1,422,904 $51.1M 4.6% -13,922 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470,225 shares; 2024Q4: 552,645 shares; 2025Q1: 559,865 shares; 2025Q2: 573,230 shares; 2025Q3: 610,431 shares; 2025Q4: 637,281 shares; 2026Q1: 676,751 shares 676,751 $40.2M 3.62% +39,470 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 875,702 shares; 2024Q4: 972,480 shares; 2025Q1: 1,018,611 shares; 2025Q2: 998,879 shares; 2025Q3: 985,187 shares; 2025Q4: 978,849 shares; 2026Q1: 945,408 shares 945,408 $38.9M 3.5% -33,441 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411,472 shares; 2024Q4: 425,320 shares; 2025Q1: 425,573 shares; 2025Q2: 432,006 shares; 2025Q3: 432,529 shares; 2025Q4: 448,280 shares; 2026Q1: 466,915 shares 466,915 $34.6M 3.11% +18,635 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 828,080 shares; 2024Q4: 888,800 shares; 2025Q1: 894,652 shares; 2025Q2: 907,651 shares; 2025Q3: 907,100 shares; 2025Q4: 903,036 shares; 2026Q1: 853,321 shares 853,321 $30.8M 2.78% -49,715 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 290,077 shares 290,077 $24.9M 2.24% new Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,525 shares; 2024Q4: 381,296 shares; 2025Q1: 393,778 shares; 2025Q2: 413,466 shares; 2025Q3: 449,419 shares; 2025Q4: 474,294 shares; 2026Q1: 506,382 shares 506,382 $24.3M 2.19% +32,088 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,419 shares; 2024Q4: 292,651 shares; 2025Q1: 308,450 shares; 2025Q2: 313,707 shares; 2025Q3: 304,289 shares; 2025Q4: 303,603 shares; 2026Q1: 311,179 shares 311,179 $23.1M 2.08% +7,576 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; 2024Q2: restricted; 2024Q3: 213,911 shares; 2024Q4: 259,517 shares; 2025Q1: 270,485 shares; 2025Q2: 276,304 shares; 2025Q3: 296,849 shares; 2025Q4: 307,241 shares; 2026Q1: 326,784 shares 326,784 $16.4M 1.47% +19,543 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,357 shares; 2024Q4: 234,927 shares; 2025Q1: 302,148 shares; 2025Q2: 304,744 shares; 2025Q3: 305,947 shares; 2025Q4: 301,588 shares; 2026Q1: 299,017 shares 299,017 $14.1M 1.27% -2,571 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553,183 shares; 2024Q4: 648,310 shares; 2025Q1: 753,473 shares; 2025Q2: 751,644 shares; 2025Q3: 738,209 shares; 2025Q4: 770,506 shares; 2026Q1: 337,622 shares 337,622 $12.4M 1.12% -432,884 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,276 shares; 2024Q4: 98,329 shares; 2025Q1: 103,719 shares; 2025Q2: 104,248 shares; 2025Q3: 107,058 shares; 2025Q4: 107,332 shares; 2026Q1: 116,411 shares 116,411 $12.3M 1.11% +9,079 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,546 shares; 2024Q4: 290,766 shares; 2025Q1: 313,495 shares; 2025Q2: 356,221 shares; 2025Q3: 373,824 shares; 2025Q4: 428,390 shares; 2026Q1: 455,801 shares 455,801 $11.3M 1.02% +27,411 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,779 shares; 2024Q4: 279,631 shares; 2025Q1: 302,898 shares; 2025Q2: 297,488 shares; 2025Q3: 281,500 shares; 2025Q4: 287,357 shares; 2026Q1: 286,195 shares 286,195 $10.7M 0.96% -1,162 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,593 shares; 2024Q4: 14,641 shares; 2025Q1: 16,487 shares; 2025Q2: 12,862 shares; 2025Q3: 16,859 shares; 2025Q4: 23,744 shares; 2026Q1: 67,510 shares 67,510 $10M 0.9% +43,766 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456,993 shares; 2024Q4: 438,243 shares; 2025Q1: 460,865 shares; 2025Q2: 448,447 shares; 2025Q3: 433,928 shares; 2025Q4: 426,610 shares; 2026Q1: 399,423 shares 399,423 $9.03M 0.81% -27,187 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,493 shares; 2024Q4: 235,936 shares; 2025Q1: 240,362 shares; 2025Q2: 238,844 shares; 2025Q3: 238,025 shares; 2025Q4: 238,069 shares; 2026Q1: 223,022 shares 223,022 $8.04M 0.72% -15,047 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,895 shares; 2024Q4: 22,053 shares; 2025Q1: 21,031 shares; 2025Q2: 20,545 shares; 2025Q3: 24,318 shares; 2025Q4: 26,776 shares; 2026Q1: 26,598 shares 26,598 $6.93M 0.62% -178 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,457 shares; 2024Q4: 20,477 shares; 2025Q1: 60,559 shares; 2025Q2: 70,668 shares; 2025Q3: 56,933 shares; 2025Q4: 57,125 shares; 2026Q1: 57,134 shares 57,134 $6.55M 0.59% +9 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,001 shares; 2024Q4: 105,898 shares; 2025Q1: 135,577 shares; 2025Q2: 140,016 shares; 2025Q3: 141,294 shares; 2025Q4: 149,271 shares; 2026Q1: 156,173 shares 156,173 $6.4M 0.58% +6,902 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,188 shares; 2024Q4: 20,305 shares; 2025Q1: 18,878 shares; 2025Q2: 21,922 shares; 2025Q3: 32,127 shares; 2025Q4: 33,078 shares; 2026Q1: 31,009 shares 31,009 $5.85M 0.53% -2,069 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,347 shares; 2024Q4: 70,480 shares; 2025Q1: 98,803 shares; 2025Q2: 102,931 shares; 2025Q3: 94,558 shares; 2025Q4: 98,919 shares; 2026Q1: 148,891 shares 148,891 $5.65M 0.51% +49,972 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,407 shares; 2024Q4: 23,407 shares; 2025Q1: 29,150 shares; 2025Q2: 29,150 shares; 2025Q3: 28,589 shares; 2025Q4: 28,234 shares; 2026Q1: 28,234 shares 28,234 $4.3M 0.39% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,626 shares; 2024Q4: 6,630 shares; 2025Q1: 6,412 shares; 2025Q2: 6,530 shares; 2025Q3: 9,602 shares; 2025Q4: 8,233 shares; 2026Q1: 11,200 shares 11,200 $4.15M 0.37% +2,967 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,996 shares; 2024Q4: 42,371 shares; 2025Q1: 65,357 shares; 2025Q2: 67,582 shares; 2025Q3: 66,660 shares; 2025Q4: 68,681 shares; 2026Q1: 122,630 shares 122,630 $4.13M 0.37% +53,949 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,340 shares; 2024Q4: 156,504 shares; 2025Q1: 156,690 shares; 2025Q2: 155,149 shares; 2025Q3: 151,820 shares; 2025Q4: 151,820 shares; 2026Q1: 150,748 shares 150,748 $3.97M 0.36% -1,072 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,574 shares; 2024Q4: 43,557 shares; 2025Q1: 42,776 shares; 2025Q2: 42,547 shares; 2025Q3: 42,559 shares; 2025Q4: 42,559 shares; 2026Q1: 42,458 shares 42,458 $3.8M 0.34% -101 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,989 shares; 2024Q4: 10,102 shares; 2025Q1: 13,140 shares; 2025Q2: 11,231 shares; 2025Q3: 13,469 shares; 2025Q4: 16,539 shares; 2026Q1: 36,317 shares 36,317 $3.19M 0.29% +19,778 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 7,523 shares; 2025Q1: 7,877 shares; 2025Q2: 7,912 shares; 2025Q3: 10,016 shares; 2025Q4: 12,748 shares; 2026Q1: 12,435 shares 12,435 $2.96M 0.27% -313 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,321 shares; 2024Q4: 44,475 shares; 2025Q1: 68,443 shares; 2025Q2: 67,551 shares; 2025Q3: 61,917 shares; 2025Q4: 64,719 shares; 2026Q1: 70,344 shares 70,344 $2.5M 0.22% +5,625 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,344 shares; 2024Q4: 4,141 shares; 2025Q1: 4,204 shares; 2025Q2: 4,483 shares; 2025Q3: 6,036 shares; 2025Q4: 5,606 shares; 2026Q1: 6,445 shares 6,445 $2.39M 0.22% +839 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,352 shares; 2024Q4: 4,553 shares; 2025Q1: 4,098 shares; 2025Q2: 4,363 shares; 2025Q3: 5,786 shares; 2025Q4: 6,527 shares; 2026Q1: 6,939 shares 6,939 $2.2M 0.2% +412 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 4,209 shares; 2025Q1: 3,777 shares; 2025Q2: 4,309 shares; 2025Q3: 5,961 shares; 2025Q4: 6,742 shares; 2026Q1: 6,811 shares 6,811 $2.15M 0.19% +69 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 3,312 shares; 2025Q1: 3,279 shares; 2025Q2: 3,874 shares; 2025Q3: 13,881 shares; 2025Q4: 17,304 shares; 2026Q1: 16,911 shares 16,911 $2.14M 0.19% -393 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,501 shares; 2025Q4: 4,580 shares; 2026Q1: 5,026 shares 5,026 $2.11M 0.19% +446 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,241 shares; 2024Q4: 14,668 shares; 2025Q1: 22,818 shares; 2025Q2: 23,903 shares; 2025Q3: 25,448 shares; 2025Q4: 59,431 shares; 2026Q1: 42,387 shares 42,387 $2.05M 0.18% -17,044 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,393 shares; 2025Q1: 2,989 shares; 2025Q2: 3,677 shares; 2025Q3: 12,407 shares; 2025Q4: 12,840 shares; 2026Q1: 12,733 shares 12,733 $1.55M 0.14% -107 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,630 shares; 2024Q4: 22,630 shares; 2025Q1: 23,580 shares; 2025Q2: 23,580 shares; 2025Q3: 23,516 shares; 2025Q4: 23,516 shares; 2026Q1: 23,516 shares 23,516 $1.54M 0.14% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,018 shares; 2024Q4: 4,222 shares; 2025Q1: 9,492 shares; 2025Q2: 8,967 shares; 2025Q3: 5,817 shares; 2025Q4: 9,346 shares; 2026Q1: 9,770 shares 9,770 $1.49M 0.13% +424 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,573 shares; 2025Q4: 16,883 shares; 2026Q1: 19,181 shares 19,181 $1.45M 0.13% +2,298 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,205 shares; 2025Q4: 20,296 shares; 2026Q1: 24,271 shares 24,271 $1.42M 0.13% +3,975 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,249 shares; 2025Q3: 3,508 shares; 2025Q4: 3,550 shares; 2026Q1: 3,749 shares 3,749 $1.4M 0.13% +199 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,532 shares; 2025Q2: 4,148 shares; 2025Q3: 9,381 shares; 2025Q4: 8,034 shares; 2026Q1: 8,825 shares 8,825 $1.39M 0.12% +791 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,683 shares; 2025Q3: 55,943 shares; 2025Q4: 68,453 shares; 2026Q1: 74,738 shares 74,738 $1.39M 0.12% +6,285 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,141 shares; 2025Q3: 34,451 shares; 2025Q4: 28,944 shares; 2026Q1: 22,076 shares 22,076 $1.38M 0.12% -6,868 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 779 shares; 2025Q1: 730 shares; 2025Q2: 644 shares; 2025Q3: 1,150 shares; 2025Q4: 1,368 shares; 2026Q1: 1,413 shares 1,413 $1.33M 0.12% +45 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 726 shares; 2025Q4: 802 shares; 2026Q1: 815 shares 815 $1.3M 0.12% +13 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,539 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,466 shares; 2026Q1: 16,754 shares 16,754 $1.3M 0.12% +12,288 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,861 shares; 2025Q1: 1,679 shares; 2025Q2: 1,775 shares; 2025Q3: 2,474 shares; 2025Q4: 2,329 shares; 2026Q1: 1,995 shares 1,995 $1.26M 0.11% -334 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,330 shares; 2025Q3: 4,309 shares; 2025Q4: 4,802 shares; 2026Q1: 5,183 shares 5,183 $1.18M 0.11% +381 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,915 shares; 2025Q1: 1,660 shares; 2025Q2: 2,035 shares; 2025Q3: 3,456 shares; 2025Q4: 3,713 shares; 2026Q1: 3,353 shares 3,353 $1.17M 0.11% -360 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,749 shares; 2025Q4: 3,383 shares; 2026Q1: 3,401 shares 3,401 $1.17M 0.11% +18 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,313 shares; 2025Q4: 4,520 shares; 2026Q1: 4,327 shares 4,327 $1.14M 0.1% -193 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,484 shares; 2025Q4: 14,377 shares; 2026Q1: 15,315 shares 15,315 $1.13M 0.1% +938 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,672 shares; 2025Q4: 3,428 shares; 2026Q1: 3,240 shares 3,240 $1.06M 0.1% -188 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,666 shares; 2024Q4: 13,903 shares; 2025Q1: 13,937 shares; 2025Q2: 13,980 shares; 2025Q3: 6,275 shares; 2025Q4: 10,669 shares; 2026Q1: 10,621 shares 10,621 $1.03M 0.09% -48 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,299 shares; 2025Q3: 12,677 shares; 2025Q4: 12,219 shares; 2026Q1: 12,924 shares 12,924 $988K 0.09% +705 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,996 shares; 2024Q4: 5,024 shares; 2025Q1: 6,434 shares; 2025Q2: 6,362 shares; 2025Q3: 6,271 shares; 2025Q4: 6,301 shares; 2026Q1: 6,301 shares 6,301 $970K 0.09% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,009 shares; 2024Q4: 2,495 shares; 2025Q1: 1,447 shares; 2025Q2: 1,505 shares; 2025Q3: 2,206 shares; 2025Q4: 2,576 shares; 2026Q1: 1,923 shares 1,923 $923K 0.08% -653 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,402 shares; 2025Q1: 3,953 shares; 2025Q2: 2,666 shares; 2025Q3: 4,192 shares; 2025Q4: 4,200 shares; 2026Q1: 3,827 shares 3,827 $913K 0.08% -373 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,835 shares; 2025Q1: 3,724 shares; 2025Q2: 1,481 shares; 2025Q3: 6,052 shares; 2025Q4: 2,504 shares; 2026Q1: 6,194 shares 6,194 $899K 0.08% +3,690 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 469 shares; 2025Q4: 1,286 shares; 2026Q1: 1,452 shares 1,452 $891K 0.08% +166 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,411 shares; 2025Q3: 2,890 shares; 2025Q4: 2,872 shares; 2026Q1: 2,875 shares 2,875 $887K 0.08% +3 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: 2,594 shares; 2025Q1: 3,183 shares; 2025Q2: 2,452 shares; 2025Q3: 3,338 shares; 2025Q4: 2,977 shares; 2026Q1: 2,800 shares 2,800 $868K 0.08% -177 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,664 shares; 2024Q4: 19,839 shares; 2025Q1: 20,632 shares; 2025Q2: 20,632 shares; 2025Q3: 20,632 shares; 2025Q4: 20,632 shares; 2026Q1: 20,721 shares 20,721 $862K 0.08% +89 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,497 shares; 2025Q4: 28,204 shares; 2026Q1: 22,533 shares 22,533 $840K 0.08% -5,671 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 485 shares; 2025Q2: 1,167 shares; 2025Q3: 1,209 shares; 2025Q4: 1,209 shares; 2026Q1: 1,209 shares 1,209 $825K 0.07% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,617 shares; 2025Q3: 5,413 shares; 2025Q4: 10,756 shares; 2026Q1: 12,097 shares 12,097 $820K 0.07% +1,341 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 921 shares; 2025Q4: 990 shares; 2026Q1: 1,091 shares 1,091 $817K 0.07% +101 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,382 shares; 2025Q4: 4,650 shares; 2026Q1: 5,026 shares 5,026 $812K 0.07% +376 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 58 shares; 2025Q3: 81 shares; 2025Q4: 82 shares; 2026Q1: 4,525 shares 4,525 $785K 0.07% +4,443 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 663 shares; 2025Q4: 526 shares; 2026Q1: 769 shares 769 $762K 0.07% +243 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,812 shares; 2025Q3: 4,473 shares; 2025Q4: 4,970 shares; 2026Q1: 5,775 shares 5,775 $718K 0.06% +805 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,146 shares; 2025Q4: 5,922 shares; 2026Q1: 5,507 shares 5,507 $710K 0.06% -415 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,064 shares; 2025Q4: 2,109 shares; 2026Q1: 2,352 shares 2,352 $694K 0.06% +243 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,358 shares; 2025Q4: 1,937 shares; 2026Q1: 4,049 shares 4,049 $681K 0.06% +2,112 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,563 shares; 2025Q4: 3,985 shares; 2026Q1: 4,175 shares 4,175 $665K 0.06% +190 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,675 shares 3,675 $653K 0.06% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,833 shares; 2025Q4: 5,078 shares; 2026Q1: 5,396 shares 5,396 $652K 0.06% +318 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,268 shares; 2025Q3: 4,985 shares; 2025Q4: 2,568 shares; 2026Q1: 2,876 shares 2,876 $636K 0.06% +308 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,649 shares 12,649 $635K 0.06% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,636 shares; 2026Q1: 5,196 shares 5,196 $633K 0.06% +560 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 534 shares; 2025Q4: 589 shares; 2026Q1: 753 shares 753 $604K 0.05% +164 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 593 shares; 2025Q4: 756 shares; 2026Q1: 750 shares 750 $593K 0.05% -6 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,781 shares; 2025Q4: 1,780 shares; 2026Q1: 691 shares 691 $589K 0.05% -1,089 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 509 shares; 2026Q1: 570 shares 570 $587K 0.05% +61 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,621 shares; 2025Q3: 7,124 shares; 2025Q4: 6,957 shares; 2026Q1: 6,058 shares 6,058 $582K 0.05% -899 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 393 shares 393 $581K 0.05% +127 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,303 shares; 2025Q3: 5,306 shares; 2025Q4: 6,401 shares; 2026Q1: 8,499 shares 8,499 $576K 0.05% +2,098 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,851 shares; 2024Q4: 4,851 shares; 2025Q1: 4,851 shares; 2025Q2: 4,851 shares; 2025Q3: 4,851 shares; 2025Q4: 4,851 shares; 2026Q1: 4,851 shares 4,851 $563K 0.05% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,731 shares; 2025Q4: 1,743 shares; 2026Q1: 1,669 shares 1,669 $559K 0.05% -74 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,134 shares; 2026Q1: 1,105 shares 1,105 $548K 0.05% -29 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,486 shares 1,486 $547K 0.05% +286 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,702 shares; 2024Q4: 18,742 shares; 2025Q1: 18,717 shares; 2025Q2: 19,415 shares; 2025Q3: 19,308 shares; 2025Q4: 19,318 shares; 2026Q1: 19,326 shares 19,326 $541K 0.05% +8 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 633 shares; 2026Q1: 1,208 shares 1,208 $539K 0.05% +575 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,441 shares; 2025Q4: 4,330 shares; 2026Q1: 4,431 shares 4,431 $537K 0.05% +101 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 766 shares; 2025Q4: 799 shares; 2026Q1: 870 shares 870 $536K 0.05% +71 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,218 shares; 2025Q3: 4,001 shares; 2025Q4: 4,055 shares; 2026Q1: 3,768 shares 3,768 $530K 0.05% -287 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,287 shares; 2025Q4: 4,841 shares; 2026Q1: 4,858 shares 4,858 $530K 0.05% +17 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,549 shares; 2025Q3: 7,815 shares; 2025Q4: 6,589 shares; 2026Q1: 7,994 shares 7,994 $525K 0.05% +1,405 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,693 shares; 2025Q3: 12,901 shares; 2025Q4: 12,208 shares; 2026Q1: 9,427 shares 9,427 $514K 0.05% -2,781 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 314 shares; 2025Q1: 448 shares; 2025Q2: 522 shares; 2025Q3: not reported; 2025Q4: 243 shares; 2026Q1: 510 shares 510 $509K 0.05% +267 Timeline UNIT UNITI GROUP LLC More: the full row for UNITI GROUP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,322 shares; 2025Q4: 47,350 shares; 2026Q1: 45,694 shares 45,694 $495K 0.04% -1,656 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,799 shares; 2024Q4: 6,791 shares; 2025Q1: 6,933 shares; 2025Q2: 6,872 shares; 2025Q3: 7,165 shares; 2025Q4: 7,054 shares; 2026Q1: 6,647 shares 6,647 $494K 0.04% -407 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,090 shares; 2025Q3: 3,902 shares; 2025Q4: 4,402 shares; 2026Q1: 3,997 shares 3,997 $483K 0.04% -405 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,462 shares; 2025Q3: 4,803 shares; 2025Q4: 6,274 shares; 2026Q1: 3,276 shares 3,276 $483K 0.04% -2,998 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,775 shares; 2025Q3: 1,887 shares; 2025Q4: 2,335 shares; 2026Q1: 2,529 shares 2,529 $480K 0.04% +194 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,613 shares; 2025Q4: 3,330 shares; 2026Q1: 2,785 shares 2,785 $479K 0.04% -545 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,994 shares; 2026Q1: 7,352 shares 7,352 $472K 0.04% +358 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,608 shares; 2025Q4: 2,838 shares; 2026Q1: 2,429 shares 2,429 $469K 0.04% -409 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,050 shares 5,050 $467K 0.04% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,977 shares; 2025Q3: 5,402 shares; 2025Q4: 4,846 shares; 2026Q1: 3,590 shares 3,590 $460K 0.04% -1,256 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 507 shares; 2025Q1: 813 shares; 2025Q2: 1,139 shares; 2025Q3: 1,746 shares; 2025Q4: 1,647 shares; 2026Q1: 1,508 shares 1,508 $459K 0.04% -139 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,144 shares; 2025Q3: not reported; 2025Q4: 7,464 shares; 2026Q1: 9,773 shares 9,773 $457K 0.04% +2,309 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,251 shares; 2025Q2: 2,251 shares; 2025Q3: 2,251 shares; 2025Q4: 2,251 shares; 2026Q1: 2,251 shares 2,251 $449K 0.04% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,352 shares; 2025Q3: 3,439 shares; 2025Q4: 3,770 shares; 2026Q1: 1,935 shares 1,935 $441K 0.04% -1,835 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,560 shares; 2025Q4: 4,246 shares; 2026Q1: 3,802 shares 3,802 $440K 0.04% -444 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,795 shares; 2025Q2: 1,709 shares; 2025Q3: 1,671 shares; 2025Q4: 1,759 shares; 2026Q1: 2,316 shares 2,316 $437K 0.04% +557 Timeline TGRT T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,489 shares; 2025Q4: 5,489 shares; 2026Q1: 10,458 shares 10,458 $435K 0.04% +4,969 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,221 shares; 2025Q4: not reported; 2026Q1: 2,911 shares 2,911 $425K 0.04% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,053 shares; 2025Q3: not reported; 2025Q4: 4,162 shares; 2026Q1: 5,522 shares 5,522 $424K 0.04% +1,360 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,866 shares; 2026Q1: 3,917 shares 3,917 $422K 0.04% +51 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,557 shares; 2025Q4: 1,701 shares; 2026Q1: 1,910 shares 1,910 $422K 0.04% +209 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,371 shares; 2025Q4: 3,508 shares; 2026Q1: 3,260 shares 3,260 $420K 0.04% -248 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,999 shares; 2025Q4: 4,581 shares; 2026Q1: 4,559 shares 4,559 $418K 0.04% -22 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,740 shares; 2025Q3: 15,068 shares; 2025Q4: 10,142 shares; 2026Q1: 18,752 shares 18,752 $417K 0.04% +8,610 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,088 shares; 2025Q1: not reported; 2025Q2: 5,472 shares; 2025Q3: 8,928 shares; 2025Q4: 9,535 shares; 2026Q1: 7,904 shares 7,904 $415K 0.04% -1,631 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,232 shares 1,232 $411K 0.04% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,207 shares; 2025Q4: 4,355 shares; 2026Q1: 5,159 shares 5,159 $408K 0.04% +804 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,434 shares 10,434 $407K 0.04% new Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,903 shares; 2025Q1: 51,084 shares; 2025Q2: 45,621 shares; 2025Q3: 38,812 shares; 2025Q4: 37,076 shares; 2026Q1: 30,628 shares 30,628 $403K 0.04% -6,448 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,789 shares; 2025Q1: 36,419 shares; 2025Q2: 35,601 shares; 2025Q3: 34,413 shares; 2025Q4: 33,938 shares; 2026Q1: 33,356 shares 33,356 $399K 0.04% -582 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,617 shares; 2025Q3: 12,475 shares; 2025Q4: 12,715 shares; 2026Q1: 14,668 shares 14,668 $395K 0.04% +1,953 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,311 shares; 2025Q4: 1,326 shares; 2026Q1: 1,310 shares 1,310 $389K 0.04% -16 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,175 shares; 2026Q1: 2,369 shares 2,369 $388K 0.03% +194 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 927 shares 927 $385K 0.03% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,448 shares; 2025Q4: 8,972 shares; 2026Q1: 7,117 shares 7,117 $380K 0.03% -1,855 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 877 shares; 2025Q4: 968 shares; 2026Q1: 960 shares 960 $379K 0.03% -8 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,458 shares; 2025Q4: 1,464 shares; 2026Q1: 1,543 shares 1,543 $378K 0.03% +79 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 1,029 shares; 2025Q1: 1,249 shares; 2025Q2: 1,212 shares; 2025Q3: 895 shares; 2025Q4: 1,072 shares; 2026Q1: 1,235 shares 1,235 $376K 0.03% +163 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,198 shares; 2025Q3: 2,435 shares; 2025Q4: 3,326 shares; 2026Q1: 1,942 shares 1,942 $375K 0.03% -1,384 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,773 shares; 2024Q4: 3,765 shares; 2025Q1: 3,227 shares; 2025Q2: 3,978 shares; 2025Q3: 3,978 shares; 2025Q4: 3,978 shares; 2026Q1: 3,978 shares 3,978 $370K 0.03% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,294 shares; 2025Q4: 1,311 shares; 2026Q1: 1,571 shares 1,571 $369K 0.03% +260 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,687 shares; 2026Q1: 10,805 shares 10,805 $368K 0.03% -882 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,900 shares 19,900 $363K 0.03% new Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,284 shares; 2026Q1: 5,202 shares 5,202 $358K 0.03% +918 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,598 shares; 2025Q4: 10,046 shares; 2026Q1: 10,755 shares 10,755 $351K 0.03% +709 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,246 shares; 2025Q4: 3,528 shares; 2026Q1: 2,541 shares 2,541 $349K 0.03% -987 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,099 shares; 2025Q4: 1,193 shares; 2026Q1: 693 shares 693 $342K 0.03% -500 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,849 shares; 2025Q4: 15,097 shares; 2026Q1: 16,851 shares 16,851 $339K 0.03% +1,754 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,198 shares; 2025Q3: 1,962 shares; 2025Q4: 3,694 shares; 2026Q1: 2,448 shares 2,448 $338K 0.03% -1,246 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,229 shares; 2025Q4: not reported; 2026Q1: 666 shares 666 $335K 0.03% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 769 shares; 2025Q4: 926 shares; 2026Q1: 875 shares 875 $332K 0.03% -51 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,873 shares 3,873 $331K 0.03% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,747 shares; 2025Q4: not reported; 2026Q1: 2,151 shares 2,151 $331K 0.03% new Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,415 shares; 2025Q4: 9,320 shares; 2026Q1: 7,719 shares 7,719 $331K 0.03% -1,601 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,990 shares; 2026Q1: 2,172 shares 2,172 $331K 0.03% +182 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,127 shares; 2025Q4: 10,290 shares; 2026Q1: 4,165 shares 4,165 $330K 0.03% -6,125 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,198 shares; 2025Q3: 15,015 shares; 2025Q4: 14,749 shares; 2026Q1: 18,251 shares 18,251 $329K 0.03% +3,502 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 672 shares; 2025Q1: 846 shares; 2025Q2: 700 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 712 shares 712 $328K 0.03% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,477 shares; 2025Q4: 4,113 shares; 2026Q1: 3,589 shares 3,589 $328K 0.03% -524 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,508 shares 1,508 $328K 0.03% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,432 shares; 2025Q4: 6,888 shares; 2026Q1: 10,185 shares 10,185 $323K 0.03% +3,297 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,536 shares; 2026Q1: 1,486 shares 1,486 $323K 0.03% -50 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,221 shares; 2025Q4: 6,872 shares; 2026Q1: 7,110 shares 7,110 $322K 0.03% +238 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,141 shares; 2025Q2: 3,259 shares; 2025Q3: 4,722 shares; 2025Q4: 4,953 shares; 2026Q1: 3,909 shares 3,909 $321K 0.03% -1,044 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,062 shares; 2025Q4: 1,186 shares; 2026Q1: 1,241 shares 1,241 $318K 0.03% +55 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,473 shares; 2025Q1: 13,555 shares; 2025Q2: 13,173 shares; 2025Q3: 12,592 shares; 2025Q4: 12,407 shares; 2026Q1: 12,086 shares 12,086 $318K 0.03% -321 Timeline NEWT NEWTEKONE INC More: the full row for NEWTEKONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,574 shares; 2025Q1: 26,113 shares; 2025Q2: 26,192 shares; 2025Q3: 26,348 shares; 2025Q4: 26,048 shares; 2026Q1: 25,733 shares 25,733 $316K 0.03% -315 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,976 shares; 2026Q1: 4,282 shares 4,282 $313K 0.03% +306 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 612 shares; 2026Q1: 994 shares 994 $312K 0.03% +382 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,389 shares; 2026Q1: 907 shares 907 $311K 0.03% -482 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 954 shares; 2025Q3: 2,682 shares; 2025Q4: 2,578 shares; 2026Q1: 1,195 shares 1,195 $310K 0.03% -1,383 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 880 shares; 2026Q1: 858 shares 858 $310K 0.03% -22 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,882 shares 1,882 $308K 0.03% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,035 shares; 2025Q4: 2,238 shares; 2026Q1: 2,416 shares 2,416 $308K 0.03% +178 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,631 shares; 2025Q3: 2,467 shares; 2025Q4: 2,812 shares; 2026Q1: 1,920 shares 1,920 $308K 0.03% -892 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 857 shares; 2025Q3: 2,738 shares; 2025Q4: 829 shares; 2026Q1: 1,351 shares 1,351 $304K 0.03% +522 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $303K 0.03% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 336 shares 336 $301K 0.03% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 455 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 441 shares 441 $300K 0.03% +1 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,598 shares; 2025Q4: 11,964 shares; 2026Q1: 12,661 shares 12,661 $299K 0.03% +697 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 391 shares; 2026Q1: 410 shares 410 $298K 0.03% +19 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 269 shares; 2025Q2: 283 shares; 2025Q3: 201 shares; 2025Q4: 2,441 shares; 2026Q1: 2,888 shares 2,888 $297K 0.03% +447 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,537 shares; 2025Q4: 4,347 shares; 2026Q1: 4,347 shares 4,347 $294K 0.03% 0 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,353 shares; 2025Q4: 6,438 shares; 2026Q1: 5,692 shares 5,692 $294K 0.03% -746 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,232 shares; 2025Q2: 706 shares; 2025Q3: 1,152 shares; 2025Q4: 1,127 shares; 2026Q1: 1,273 shares 1,273 $294K 0.03% +146 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 564 shares; 2025Q1: 624 shares; 2025Q2: 664 shares; 2025Q3: 1,019 shares; 2025Q4: 886 shares; 2026Q1: 587 shares 587 $293K 0.03% -299 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,657 shares; 2025Q4: 9,856 shares; 2026Q1: 6,578 shares 6,578 $291K 0.03% -3,278 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,338 shares 1,338 $291K 0.03% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,490 shares; 2025Q2: 9,490 shares; 2025Q3: 9,490 shares; 2025Q4: 9,490 shares; 2026Q1: 9,490 shares 9,490 $290K 0.03% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,607 shares; 2025Q4: 2,407 shares; 2026Q1: 2,960 shares 2,960 $287K 0.03% +553 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 457 shares; 2026Q1: 459 shares 459 $287K 0.03% +2 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,222 shares; 2026Q1: 1,069 shares 1,069 $286K 0.03% -153 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,192 shares; 2026Q1: 3,659 shares 3,659 $283K 0.03% +1,467 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,741 shares; 2026Q1: 1,625 shares 1,625 $281K 0.03% -116 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,064 shares; 2025Q4: 2,649 shares; 2026Q1: 2,442 shares 2,442 $281K 0.03% -207 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,287 shares 1,287 $279K 0.03% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 242 shares; 2025Q3: 311 shares; 2025Q4: 5,395 shares; 2026Q1: 3,355 shares 3,355 $278K 0.03% -2,040 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 832 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,693 shares; 2026Q1: 1,683 shares 1,683 $278K 0.02% -10 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,320 shares; 2024Q4: 5,985 shares; 2025Q1: 5,985 shares; 2025Q2: 5,985 shares; 2025Q3: 5,985 shares; 2025Q4: 5,985 shares; 2026Q1: 5,985 shares 5,985 $278K 0.02% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,733 shares 4,733 $276K 0.02% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,290 shares; 2026Q1: 3,911 shares 3,911 $274K 0.02% +621 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,479 shares; 2025Q4: 7,771 shares; 2026Q1: 4,770 shares 4,770 $273K 0.02% -3,001 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 951 shares; 2025Q4: 697 shares; 2026Q1: 806 shares 806 $272K 0.02% +109 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,091 shares; 2025Q4: 4,333 shares; 2026Q1: 3,407 shares 3,407 $270K 0.02% -926 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,646 shares; 2026Q1: 1,172 shares 1,172 $269K 0.02% -474 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,591 shares; 2025Q1: 1,504 shares; 2025Q2: not reported; 2025Q3: 2,735 shares; 2025Q4: 2,192 shares; 2026Q1: 1,425 shares 1,425 $269K 0.02% -767 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,127 shares; 2025Q4: 2,072 shares; 2026Q1: 1,780 shares 1,780 $268K 0.02% -292 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,234 shares; 2025Q4: 2,449 shares; 2026Q1: 2,699 shares 2,699 $267K 0.02% +250 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,389 shares; 2026Q1: 2,188 shares 2,188 $266K 0.02% -201 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 676 shares 676 $263K 0.02% new Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,276 shares; 2026Q1: 4,323 shares 4,323 $262K 0.02% +47 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 777 shares; 2025Q2: 777 shares; 2025Q3: 777 shares; 2025Q4: 777 shares; 2026Q1: 777 shares 777 $260K 0.02% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,792 shares; 2024Q4: 4,851 shares; 2025Q1: 3,723 shares; 2025Q2: 3,472 shares; 2025Q3: 3,472 shares; 2025Q4: 3,338 shares; 2026Q1: 3,323 shares 3,323 $260K 0.02% -15 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,859 shares; 2025Q2: 12,779 shares; 2025Q3: 15,411 shares; 2025Q4: 13,128 shares; 2026Q1: 14,360 shares 14,360 $260K 0.02% +1,232 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,708 shares; 2026Q1: 4,663 shares 4,663 $260K 0.02% -45 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,037 shares; 2025Q4: 1,012 shares; 2026Q1: 1,144 shares 1,144 $258K 0.02% +132 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,179 shares 4,179 $258K 0.02% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,218 shares 9,218 $258K 0.02% new Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,878 shares; 2026Q1: 3,556 shares 3,556 $258K 0.02% -322 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,096 shares 1,096 $258K 0.02% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,343 shares; 2025Q1: 6,301 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,216 shares 9,216 $257K 0.02% new Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,691 shares; 2026Q1: 9,739 shares 9,739 $256K 0.02% +48 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,726 shares; 2025Q1: 12,599 shares; 2025Q2: 12,611 shares; 2025Q3: 14,593 shares; 2025Q4: 15,219 shares; 2026Q1: 20,994 shares 20,994 $256K 0.02% +5,775 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,273 shares; 2025Q3: not reported; 2025Q4: 692 shares; 2026Q1: 638 shares 638 $255K 0.02% -54 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,365 shares; 2025Q1: not reported; 2025Q2: 2,728 shares; 2025Q3: not reported; 2025Q4: 2,811 shares; 2026Q1: 2,984 shares 2,984 $255K 0.02% +173 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,605 shares; 2025Q4: 2,624 shares; 2026Q1: 1,859 shares 1,859 $253K 0.02% -765 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,053 shares; 2026Q1: 2,993 shares 2,993 $253K 0.02% -60 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,610 shares; 2026Q1: 4,339 shares 4,339 $251K 0.02% -271 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,720 shares; 2026Q1: 6,720 shares 6,720 $251K 0.02% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,507 shares; 2026Q1: 2,459 shares 2,459 $250K 0.02% -2,048 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,741 shares 1,741 $248K 0.02% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,738 shares; 2025Q2: 9,738 shares; 2025Q3: 9,371 shares; 2025Q4: 9,006 shares; 2026Q1: 8,063 shares 8,063 $246K 0.02% -943 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,987 shares; 2025Q3: 2,137 shares; 2025Q4: 2,017 shares; 2026Q1: 1,757 shares 1,757 $246K 0.02% -260 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $245K 0.02% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,245 shares; 2025Q2: 1,106 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares; 2026Q1: 1,106 shares 1,106 $245K 0.02% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 780 shares 780 $244K 0.02% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 987 shares; 2025Q4: 751 shares; 2026Q1: 689 shares 689 $241K 0.02% -62 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,029 shares; 2025Q3: 1,931 shares; 2025Q4: not reported; 2026Q1: 1,992 shares 1,992 $241K 0.02% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,786 shares 3,786 $240K 0.02% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,267 shares; 2025Q4: 2,526 shares; 2026Q1: 2,241 shares 2,241 $240K 0.02% -285 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 791 shares; 2026Q1: 473 shares 473 $238K 0.02% -318 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,216 shares; 2025Q4: 1,913 shares; 2026Q1: 1,211 shares 1,211 $236K 0.02% -702 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,665 shares; 2025Q4: not reported; 2026Q1: 2,281 shares 2,281 $236K 0.02% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 327 shares; 2025Q4: 340 shares; 2026Q1: 258 shares 258 $234K 0.02% -82 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,029 shares 2,029 $232K 0.02% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,012 shares; 2026Q1: 1,733 shares 1,733 $231K 0.02% -279 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,000 shares 7,000 $229K 0.02% new Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,989 shares; 2025Q3: 7,092 shares; 2025Q4: 4,195 shares; 2026Q1: 4,165 shares 4,165 $227K 0.02% -30 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,948 shares 2,948 $226K 0.02% new Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,463 shares; 2025Q4: 6,262 shares; 2026Q1: 5,974 shares 5,974 $226K 0.02% -288 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,153 shares; 2025Q3: 4,799 shares; 2025Q4: 4,986 shares; 2026Q1: 4,716 shares 4,716 $223K 0.02% -270 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,658 shares; 2026Q1: 6,519 shares 6,519 $223K 0.02% -1,139 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,711 shares; 2025Q4: 1,911 shares; 2026Q1: 1,441 shares 1,441 $222K 0.02% -470 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,568 shares 18,568 $222K 0.02% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,284 shares 5,284 $219K 0.02% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 219 shares 219 $219K 0.02% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,969 shares 4,969 $216K 0.02% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,519 shares; 2025Q3: 3,351 shares; 2025Q4: 2,924 shares; 2026Q1: 1,759 shares 1,759 $213K 0.02% -1,165 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,337 shares 2,337 $211K 0.02% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 277 shares; 2025Q3: 633 shares; 2025Q4: 323 shares; 2026Q1: 600 shares 600 $211K 0.02% +277 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 877 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,282 shares 1,282 $209K 0.02% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,939 shares; 2026Q1: 4,203 shares 4,203 $208K 0.02% -736 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,766 shares; 2025Q3: not reported; 2025Q4: 3,342 shares; 2026Q1: 2,752 shares 2,752 $208K 0.02% -590 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,380 shares 4,380 $207K 0.02% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,396 shares; 2025Q4: 3,307 shares; 2026Q1: 2,654 shares 2,654 $207K 0.02% -653 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 635 shares; 2026Q1: 360 shares 360 $206K 0.02% -275 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 581 shares 581 $204K 0.02% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,091 shares; 2026Q1: 997 shares 997 $204K 0.02% -94 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,861 shares; 2025Q4: not reported; 2026Q1: 9,685 shares 9,685 $204K 0.02% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,595 shares; 2025Q1: 15,168 shares; 2025Q2: 24,227 shares; 2025Q3: 25,148 shares; 2025Q4: 25,148 shares; 2026Q1: 36,965 shares 36,965 $203K 0.02% +11,817 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,723 shares; 2025Q3: 15,520 shares; 2025Q4: 16,090 shares; 2026Q1: 22,149 shares 22,149 $191K 0.02% +6,059 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,890 shares 10,890 $180K 0.02% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,985 shares; 2025Q1: 29,510 shares; 2025Q2: 23,108 shares; 2025Q3: 36,869 shares; 2025Q4: 36,878 shares; 2026Q1: 33,787 shares 33,787 $167K 0.02% -3,091 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,807 shares; 2025Q4: 49,528 shares; 2026Q1: 22,752 shares 22,752 $153K 0.01% -26,776 Timeline HRZN HORIZON TECHNOLOGY FIN CORP More: the full row for HORIZON TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,823 shares; 2025Q1: 36,089 shares; 2025Q2: 35,647 shares; 2025Q3: 34,579 shares; 2025Q4: 34,164 shares; 2026Q1: 33,018 shares 33,018 $149K 0.01% -1,146 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,410 shares; 2025Q3: 13,265 shares; 2025Q4: 11,734 shares; 2026Q1: 14,359 shares 14,359 $113K 0.01% +2,625 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,764 shares 11,764 $111K 0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,912 shares; 2026Q1: 14,868 shares 14,868 $57.8K 0.01% +2,956 Timeline ALIT ALIGHT INC More: the full row for ALIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,683 shares 46,683 $27K <0.01% new Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,976 shares 13,976 $8.34K <0.01% new Timeline