VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 256,421 shares; 2025Q1: 235,555 shares; 2025Q2: 238,093 shares; 2025Q3: 237,975 shares; 2025Q4: 235,880 shares; 2026Q1: 203,078 shares; 2026Q2: 181,619 shares 181,619 $62.5M 16.25% -21,459 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 800,226 shares; 2025Q1: 785,979 shares; 2025Q2: 1,261,049 shares; 2025Q3: 1,273,141 shares; 2025Q4: 1,273,539 shares; 2026Q1: 1,266,881 shares; 2026Q2: 1,226,246 shares 1,226,246 $35.5M 9.24% -40,635 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 479,411 shares; 2025Q1: 479,179 shares; 2025Q2: 421,448 shares; 2025Q3: 391,554 shares; 2025Q4: 391,958 shares; 2026Q1: 365,388 shares; 2026Q2: 334,724 shares 334,724 $18.4M 4.79% -30,664 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,942 shares; 2026Q2: 69,798 shares 69,798 $14.9M 3.86% +25,856 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 354,989 shares; 2025Q1: 356,406 shares; 2025Q2: 361,853 shares; 2025Q3: 365,559 shares; 2025Q4: 386,974 shares; 2026Q1: 387,349 shares; 2026Q2: 323,518 shares 323,518 $10.3M 2.67% -63,831 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 73,763 shares; 2025Q1: 78,781 shares; 2025Q2: 80,677 shares; 2025Q3: 81,069 shares; 2025Q4: 87,774 shares; 2026Q1: 92,182 shares; 2026Q2: 100,001 shares 100,001 $9.9M 2.57% +7,819 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 194,009 shares; 2025Q1: 194,531 shares; 2025Q2: 141,421 shares; 2025Q3: 141,532 shares; 2025Q4: 142,112 shares; 2026Q1: 136,618 shares; 2026Q2: 136,848 shares 136,848 $9.57M 2.49% +230 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 78,658 shares; 2025Q1: 81,939 shares; 2025Q2: 86,751 shares; 2025Q3: 88,571 shares; 2025Q4: 96,342 shares; 2026Q1: 100,907 shares; 2026Q2: 108,280 shares 108,280 $8.95M 2.33% +7,373 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,417 shares; 2025Q2: 70,265 shares; 2025Q3: 78,441 shares; 2025Q4: 86,833 shares; 2026Q1: 86,121 shares; 2026Q2: 83,967 shares 83,967 $7.43M 1.93% -2,154 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,771 shares 44,771 $6.81M 1.77% new Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 148,893 shares; 2025Q1: 150,138 shares; 2025Q2: 155,018 shares; 2025Q3: 160,497 shares; 2025Q4: 173,271 shares; 2026Q1: 173,562 shares; 2026Q2: 159,001 shares 159,001 $6.49M 1.69% -14,561 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 178,993 shares; 2025Q1: 175,545 shares; 2025Q2: 165,137 shares; 2025Q3: 151,695 shares; 2025Q4: 143,463 shares; 2026Q1: 130,783 shares; 2026Q2: 104,363 shares 104,363 $6.34M 1.65% -26,420 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,674 shares; 2025Q1: 2,715 shares; 2025Q2: 2,713 shares; 2025Q3: 2,789 shares; 2025Q4: 2,750 shares; 2026Q1: 2,775 shares; 2026Q2: 7,403 shares 7,403 $5.54M 1.44% +4,628 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,320 shares; 2026Q1: 25,544 shares; 2026Q2: 27,881 shares 27,881 $4.93M 1.28% +2,337 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,796 shares; 2026Q2: 71,746 shares 71,746 $4.91M 1.28% +21,950 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,643 shares; 2025Q1: 3,623 shares; 2025Q2: 2,905 shares; 2025Q3: 2,670 shares; 2025Q4: 2,620 shares; 2026Q1: 2,662 shares; 2026Q2: 31,291 shares 31,291 $4.64M 1.21% +28,629 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,479 shares; 2025Q1: 6,601 shares; 2025Q2: 6,655 shares; 2025Q3: 6,509 shares; 2025Q4: 6,572 shares; 2026Q1: 5,909 shares; 2026Q2: 6,048 shares 6,048 $4.52M 1.17% +139 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 151,971 shares; 2025Q1: 146,682 shares; 2025Q2: 148,486 shares; 2025Q3: 132,159 shares; 2025Q4: 105,752 shares; 2026Q1: 100,233 shares; 2026Q2: 101,249 shares 101,249 $4.42M 1.15% +1,016 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53,706 shares; 2025Q1: 54,096 shares; 2025Q2: 54,235 shares; 2025Q3: 51,965 shares; 2025Q4: 51,699 shares; 2026Q1: 52,716 shares; 2026Q2: 53,672 shares 53,672 $4.24M 1.1% +956 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 68,507 shares; 2025Q1: 69,434 shares; 2025Q2: 72,114 shares; 2025Q3: 71,478 shares; 2025Q4: 73,415 shares; 2026Q1: 75,466 shares; 2026Q2: 77,852 shares 77,852 $4.08M 1.06% +2,386 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,933 shares; 2025Q1: 40,316 shares; 2025Q2: 67,640 shares; 2025Q3: 72,988 shares; 2025Q4: 80,329 shares; 2026Q1: 89,080 shares; 2026Q2: 113,867 shares 113,867 $4.05M 1.05% +24,787 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,526 shares; 2025Q2: 38,113 shares; 2025Q3: 41,849 shares; 2025Q4: 45,102 shares; 2026Q1: 57,463 shares; 2026Q2: 73,062 shares 73,062 $3.73M 0.97% +15,599 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,922 shares; 2025Q1: 18,165 shares; 2025Q2: 15,948 shares; 2025Q3: 14,029 shares; 2025Q4: 13,119 shares; 2026Q1: 12,857 shares; 2026Q2: 12,028 shares 12,028 $3.68M 0.96% -829 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,364 shares 18,364 $3.67M 0.95% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,775 shares; 2025Q1: 4,058 shares; 2025Q2: 3,859 shares; 2025Q3: 3,852 shares; 2025Q4: 3,609 shares; 2026Q1: 3,820 shares; 2026Q2: 8,866 shares 8,866 $3.35M 0.87% +5,046 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,004 shares 40,004 $3.3M 0.86% new Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,260 shares; 2025Q1: 13,811 shares; 2025Q2: 28,572 shares; 2025Q3: 30,138 shares; 2025Q4: 31,302 shares; 2026Q1: 32,107 shares; 2026Q2: 32,091 shares 32,091 $2.98M 0.78% -16 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,929 shares; 2026Q1: 20,027 shares; 2026Q2: 37,038 shares 37,038 $2.9M 0.75% +17,011 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,710 shares; 2025Q1: 12,256 shares; 2025Q2: 11,687 shares; 2025Q3: 11,473 shares; 2025Q4: 10,614 shares; 2026Q1: 10,880 shares; 2026Q2: 14,413 shares 14,413 $2.88M 0.75% +3,533 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,952 shares; 2026Q2: 8,455 shares 8,455 $2.88M 0.75% +2,503 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,652 shares; 2025Q1: 24,013 shares; 2025Q2: 25,266 shares; 2025Q3: 24,111 shares; 2025Q4: 21,112 shares; 2026Q1: 23,895 shares; 2026Q2: 36,967 shares 36,967 $2.86M 0.74% +13,072 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,633 shares; 2026Q1: 16,711 shares; 2026Q2: 32,288 shares 32,288 $2.86M 0.74% +15,577 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,042 shares; 2025Q1: 25,361 shares; 2025Q2: 24,147 shares; 2025Q3: 23,210 shares; 2025Q4: 20,031 shares; 2026Q1: 23,882 shares; 2026Q2: 37,452 shares 37,452 $2.83M 0.74% +13,570 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,407 shares; 2025Q3: 2,917 shares; 2025Q4: 3,561 shares; 2026Q1: 4,178 shares; 2026Q2: 32,097 shares 32,097 $2.76M 0.72% +27,919 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,564 shares; 2026Q2: 25,506 shares 25,506 $2.73M 0.71% +12,942 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,318 shares; 2025Q1: 11,502 shares; 2025Q2: 11,073 shares; 2025Q3: 10,796 shares; 2025Q4: 10,627 shares; 2026Q1: 10,411 shares; 2026Q2: 10,948 shares 10,948 $2.71M 0.71% +537 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 143,877 shares; 2025Q1: 142,362 shares; 2025Q2: 97,451 shares; 2025Q3: 88,494 shares; 2025Q4: 79,653 shares; 2026Q1: 77,211 shares; 2026Q2: 71,816 shares 71,816 $2.65M 0.69% -5,395 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,384 shares; 2025Q1: 5,550 shares; 2025Q2: 5,279 shares; 2025Q3: 4,917 shares; 2025Q4: 4,526 shares; 2026Q1: 4,233 shares; 2026Q2: 3,966 shares 3,966 $2.54M 0.66% -267 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,682 shares; 2025Q1: 13,969 shares; 2025Q2: 11,214 shares; 2025Q3: 8,163 shares; 2025Q4: 6,976 shares; 2026Q1: 6,970 shares; 2026Q2: 6,883 shares 6,883 $2.52M 0.65% -87 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,480 shares; 2025Q1: 9,427 shares; 2025Q2: 8,820 shares; 2025Q3: 8,242 shares; 2025Q4: 7,911 shares; 2026Q1: 7,935 shares; 2026Q2: 8,565 shares 8,565 $2.27M 0.59% +630 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 144,518 shares; 2025Q1: 143,647 shares; 2025Q2: 85,408 shares; 2025Q3: 72,016 shares; 2025Q4: 62,295 shares; 2026Q1: 60,710 shares; 2026Q2: 57,031 shares 57,031 $2.06M 0.54% -3,679 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,258 shares; 2025Q1: 4,150 shares; 2025Q2: 3,969 shares; 2025Q3: 3,961 shares; 2025Q4: 3,744 shares; 2026Q1: 3,702 shares; 2026Q2: 3,415 shares 3,415 $1.91M 0.5% -287 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 91,979 shares; 2025Q1: 90,869 shares; 2025Q2: 86,919 shares; 2025Q3: 82,973 shares; 2025Q4: 81,264 shares; 2026Q1: 79,223 shares; 2026Q2: 77,123 shares 77,123 $1.86M 0.48% -2,100 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,348 shares; 2026Q2: 23,939 shares 23,939 $1.84M 0.48% +20,591 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,541 shares; 2025Q1: 2,405 shares; 2025Q2: 2,327 shares; 2025Q3: 2,267 shares; 2025Q4: 2,114 shares; 2026Q1: 2,217 shares; 2026Q2: 4,904 shares 4,904 $1.83M 0.48% +2,687 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,926 shares; 2025Q3: 28,371 shares; 2025Q4: 28,383 shares; 2026Q1: 61,053 shares; 2026Q2: 53,054 shares 53,054 $1.8M 0.47% -7,999 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,977 shares; 2025Q1: 5,808 shares; 2025Q2: 5,140 shares; 2025Q3: 5,140 shares; 2025Q4: 5,107 shares; 2026Q1: 4,793 shares; 2026Q2: 4,700 shares 4,700 $1.74M 0.45% -93 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; 2024Q3: restricted; 2024Q4: 14,538 shares; 2025Q1: 14,631 shares; 2025Q2: 14,768 shares; 2025Q3: 14,910 shares; 2025Q4: 15,042 shares; 2026Q1: 14,990 shares; 2026Q2: 14,450 shares 14,450 $1.7M 0.44% -540 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,689 shares; 2025Q1: 11,386 shares; 2025Q2: 16,061 shares; 2025Q3: 17,571 shares; 2025Q4: 16,876 shares; 2026Q1: 16,625 shares; 2026Q2: 15,748 shares 15,748 $1.68M 0.44% -877 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,169 shares; 2025Q1: 19,216 shares; 2025Q2: 16,026 shares; 2025Q3: 14,996 shares; 2025Q4: 12,342 shares; 2026Q1: 11,617 shares; 2026Q2: 13,723 shares 13,723 $1.48M 0.38% +2,106 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 682 shares; 2026Q2: 1,157 shares 1,157 $1.34M 0.35% +475 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,115 shares; 2025Q1: 17,207 shares; 2025Q2: 17,139 shares; 2025Q3: 18,766 shares; 2025Q4: 17,386 shares; 2026Q1: 16,700 shares; 2026Q2: 16,603 shares 16,603 $1.29M 0.34% -97 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,331 shares 7,331 $1.29M 0.34% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,469 shares; 2025Q4: 1,814 shares; 2026Q1: not reported; 2026Q2: 2,613 shares 2,613 $1.26M 0.33% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,982 shares; 2025Q1: 2,824 shares; 2025Q2: 2,290 shares; 2025Q3: 4,131 shares; 2025Q4: 5,008 shares; 2026Q1: 5,129 shares; 2026Q2: 9,149 shares 9,149 $1.25M 0.33% +4,020 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,227 shares; 2025Q4: 827 shares; 2026Q1: 945 shares; 2026Q2: 3,809 shares 3,809 $1.25M 0.32% +2,864 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,150 shares; 2025Q1: 28,368 shares; 2025Q2: 29,119 shares; 2025Q3: 29,258 shares; 2025Q4: 30,544 shares; 2026Q1: 29,103 shares; 2026Q2: 25,821 shares 25,821 $1.23M 0.32% -3,282 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,220 shares; 2025Q1: 2,119 shares; 2025Q2: 2,093 shares; 2025Q3: 2,080 shares; 2025Q4: 2,148 shares; 2026Q1: 2,008 shares; 2026Q2: 1,792 shares 1,792 $1.23M 0.32% -216 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,997 shares; 2025Q1: 21,827 shares; 2025Q2: 24,992 shares; 2025Q3: 30,679 shares; 2025Q4: 25,791 shares; 2026Q1: 25,208 shares; 2026Q2: 24,605 shares 24,605 $1.18M 0.31% -603 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,864 shares; 2025Q4: 8,146 shares; 2026Q1: 9,470 shares; 2026Q2: 17,824 shares 17,824 $1.14M 0.3% +8,354 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,956 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,074 shares; 2026Q2: 1,946 shares 1,946 $1.13M 0.29% +872 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,479 shares; 2025Q4: 2,199 shares; 2026Q1: 2,199 shares; 2026Q2: 8,796 shares 8,796 $1.09M 0.28% +6,597 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 475 shares 475 $1.08M 0.28% new Timeline ETON ETON PHARMACEUTICALS INC More: the full row for ETON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,968 shares; 2025Q4: 18,996 shares; 2026Q1: 19,181 shares; 2026Q2: 28,849 shares 28,849 $1.04M 0.27% +9,668 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,895 shares; 2025Q1: 4,123 shares; 2025Q2: 4,466 shares; 2025Q3: 6,355 shares; 2025Q4: 7,451 shares; 2026Q1: 6,926 shares; 2026Q2: 5,962 shares 5,962 $988K 0.26% -964 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,016 shares; 2025Q1: 2,013 shares; 2025Q2: 1,983 shares; 2025Q3: 2,036 shares; 2025Q4: 1,944 shares; 2026Q1: 1,946 shares; 2026Q2: 1,946 shares 1,946 $974K 0.25% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,978 shares; 2025Q1: 12,385 shares; 2025Q2: 10,534 shares; 2025Q3: 11,114 shares; 2025Q4: 10,975 shares; 2026Q1: 10,681 shares; 2026Q2: 11,865 shares 11,865 $929K 0.24% +1,184 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,326 shares 4,326 $904K 0.24% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 952 shares 952 $890K 0.23% new 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; 2024Q3: restricted; 2024Q4: 7,282 shares; 2025Q1: 6,753 shares; 2025Q2: 3,987 shares; 2025Q3: 4,671 shares; 2025Q4: 4,796 shares; 2026Q1: 4,543 shares; 2026Q2: 5,262 shares 5,262 $887K 0.23% +719 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,102 shares; 2025Q4: 4,673 shares; 2026Q1: 5,148 shares; 2026Q2: 10,577 shares 10,577 $863K 0.22% +5,429 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,740 shares; 2025Q1: 10,301 shares; 2025Q2: 7,321 shares; 2025Q3: 8,621 shares; 2025Q4: 9,020 shares; 2026Q1: 9,526 shares; 2026Q2: 10,692 shares 10,692 $845K 0.22% +1,166 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,342 shares; 2025Q1: 32,482 shares; 2025Q2: 31,076 shares; 2025Q3: 30,956 shares; 2025Q4: 33,695 shares; 2026Q1: 33,529 shares; 2026Q2: 35,795 shares 35,795 $828K 0.22% +2,266 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,090 shares; 2025Q1: 9,991 shares; 2025Q2: 9,992 shares; 2025Q3: 10,793 shares; 2025Q4: 8,384 shares; 2026Q1: 15,954 shares; 2026Q2: 14,657 shares 14,657 $826K 0.21% -1,297 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,019 shares; 2025Q1: 2,019 shares; 2025Q2: 2,019 shares; 2025Q3: 2,019 shares; 2025Q4: 2,019 shares; 2026Q1: 2,019 shares; 2026Q2: 5,961 shares 5,961 $818K 0.21% +3,942 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,575 shares 1,575 $809K 0.21% new Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,418 shares 2,418 $806K 0.21% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,297 shares; 2025Q1: 3,891 shares; 2025Q2: 1,514 shares; 2025Q3: 2,703 shares; 2025Q4: 5,356 shares; 2026Q1: 4,467 shares; 2026Q2: 4,193 shares 4,193 $799K 0.21% -274 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,942 shares; 2025Q4: 9,211 shares; 2026Q1: 8,905 shares; 2026Q2: 8,278 shares 8,278 $786K 0.2% -627 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,702 shares; 2025Q1: 3,052 shares; 2025Q2: 3,234 shares; 2025Q3: 2,967 shares; 2025Q4: 2,777 shares; 2026Q1: 2,476 shares; 2026Q2: 2,174 shares 2,174 $768K 0.2% -302 Timeline AIP ARTERIS INC More: the full row for ARTERIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,709 shares 15,709 $763K 0.2% new Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,906 shares 34,906 $758K 0.2% new Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,242 shares; 2025Q1: 20,470 shares; 2025Q2: 16,699 shares; 2025Q3: 15,141 shares; 2025Q4: 14,604 shares; 2026Q1: 11,482 shares; 2026Q2: 7,912 shares 7,912 $750K 0.2% -3,570 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 612 shares 612 $734K 0.19% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,890 shares 12,890 $728K 0.19% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,524 shares; 2025Q1: 1,571 shares; 2025Q2: 1,616 shares; 2025Q3: 1,597 shares; 2025Q4: 1,422 shares; 2026Q1: 1,421 shares; 2026Q2: 1,260 shares 1,260 $710K 0.18% -161 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,360 shares 2,360 $703K 0.18% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,324 shares; 2025Q1: 10,324 shares; 2025Q2: 9,227 shares; 2025Q3: 8,826 shares; 2025Q4: 8,786 shares; 2026Q1: 8,786 shares; 2026Q2: 8,915 shares 8,915 $687K 0.18% +129 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; 2024Q3: restricted; 2024Q4: 4,212 shares; 2025Q1: 4,212 shares; 2025Q2: 4,212 shares; 2025Q3: 4,212 shares; 2025Q4: 4,212 shares; 2026Q1: 4,120 shares; 2026Q2: 3,920 shares 3,920 $681K 0.18% -200 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,104 shares 3,104 $681K 0.18% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,121 shares; 2025Q1: 1,355 shares; 2025Q2: 1,694 shares; 2025Q3: 1,754 shares; 2025Q4: 1,759 shares; 2026Q1: 1,735 shares; 2026Q2: 1,603 shares 1,603 $674K 0.18% -132 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,767 shares; 2026Q1: 7,517 shares; 2026Q2: 7,517 shares 7,517 $650K 0.17% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,448 shares; 2026Q2: 5,437 shares 5,437 $648K 0.17% +1,989 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,150 shares; 2025Q1: 5,041 shares; 2025Q2: 5,092 shares; 2025Q3: 5,047 shares; 2025Q4: 4,833 shares; 2026Q1: 4,692 shares; 2026Q2: 4,081 shares 4,081 $638K 0.17% -611 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,124 shares; 2025Q1: 17,427 shares; 2025Q2: 16,456 shares; 2025Q3: 23,158 shares; 2025Q4: 24,984 shares; 2026Q1: 22,799 shares; 2026Q2: 32,256 shares 32,256 $635K 0.17% +9,457 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,328 shares 2,328 $633K 0.16% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,395 shares; 2025Q1: 2,296 shares; 2025Q2: 2,395 shares; 2025Q3: 2,654 shares; 2025Q4: 2,865 shares; 2026Q1: 2,875 shares; 2026Q2: 2,509 shares 2,509 $618K 0.16% -366 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,617 shares 4,617 $618K 0.16% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,411 shares; 2025Q1: 13,657 shares; 2025Q2: 9,975 shares; 2025Q3: 7,729 shares; 2025Q4: 6,175 shares; 2026Q1: 5,181 shares; 2026Q2: 5,166 shares 5,166 $615K 0.16% -15 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,290 shares; 2025Q1: 7,991 shares; 2025Q2: 7,991 shares; 2025Q3: 4,292 shares; 2025Q4: 4,250 shares; 2026Q1: 4,250 shares; 2026Q2: 4,150 shares 4,150 $608K 0.16% -100 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,140 shares; 2026Q2: 34,232 shares 34,232 $581K 0.15% +24,092 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 97,397 shares; 2025Q1: 96,124 shares; 2025Q2: 91,299 shares; 2025Q3: 83,402 shares; 2025Q4: 84,342 shares; 2026Q1: 71,809 shares; 2026Q2: 18,408 shares 18,408 $579K 0.15% -53,401 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,815 shares 4,815 $564K 0.15% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,956 shares 4,956 $562K 0.15% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,804 shares 5,804 $558K 0.15% new Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,255 shares; 2025Q1: 1,239 shares; 2025Q2: 1,466 shares; 2025Q3: 1,484 shares; 2025Q4: 1,572 shares; 2026Q1: 1,662 shares; 2026Q2: 886 shares 886 $553K 0.14% -776 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,556 shares; 2025Q1: 8,520 shares; 2025Q2: 7,757 shares; 2025Q3: 4,558 shares; 2025Q4: 4,539 shares; 2026Q1: 4,539 shares; 2026Q2: 4,340 shares 4,340 $548K 0.14% -199 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; 2024Q3: restricted; 2024Q4: 19,346 shares; 2025Q1: 35,186 shares; 2025Q2: 35,364 shares; 2025Q3: 35,602 shares; 2025Q4: 32,841 shares; 2026Q1: 16,587 shares; 2026Q2: 5,636 shares 5,636 $543K 0.14% -10,951 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,790 shares 5,790 $533K 0.14% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,779 shares 1,779 $517K 0.13% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,459 shares; 2025Q4: 2,395 shares; 2026Q1: 4,507 shares; 2026Q2: 4,581 shares 4,581 $513K 0.13% +74 Timeline OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,879 shares 25,879 $513K 0.13% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 913 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 1,234 shares; 2025Q4: 1,234 shares; 2026Q1: 1,234 shares; 2026Q2: 1,234 shares 1,234 $505K 0.13% 0 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,784 shares; 2025Q3: 2,487 shares; 2025Q4: 2,487 shares; 2026Q1: 2,487 shares; 2026Q2: 2,487 shares 2,487 $490K 0.13% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,936 shares; 2025Q1: 9,641 shares; 2025Q2: 9,515 shares; 2025Q3: 9,231 shares; 2025Q4: 8,966 shares; 2026Q1: 4,543 shares; 2026Q2: 1,672 shares 1,672 $473K 0.12% -2,871 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,998 shares; 2025Q1: 5,324 shares; 2025Q2: 5,324 shares; 2025Q3: 3,324 shares; 2025Q4: 3,624 shares; 2026Q1: 3,474 shares; 2026Q2: 3,274 shares 3,274 $458K 0.12% -200 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,671 shares 2,671 $456K 0.12% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,002 shares; 2025Q1: 3,050 shares; 2025Q2: 2,908 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares; 2026Q1: 2,560 shares; 2026Q2: 2,079 shares 2,079 $453K 0.12% -481 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,250 shares; 2025Q1: 16,500 shares; 2025Q2: 10,688 shares; 2025Q3: 7,282 shares; 2025Q4: 8,019 shares; 2026Q1: not reported; 2026Q2: 13,717 shares 13,717 $445K 0.12% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,023 shares; 2025Q1: 4,124 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,871 shares; 2026Q1: 3,926 shares; 2026Q2: 4,126 shares 4,126 $444K 0.12% +200 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,862 shares; 2025Q4: 1,774 shares; 2026Q1: 1,759 shares; 2026Q2: 1,735 shares 1,735 $437K 0.11% -24 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 408 shares; 2025Q1: 410 shares; 2025Q2: 401 shares; 2025Q3: 395 shares; 2025Q4: 358 shares; 2026Q1: 341 shares; 2026Q2: 256 shares 256 $435K 0.11% -85 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,037 shares; 2025Q1: 14,336 shares; 2025Q2: 14,240 shares; 2025Q3: 14,225 shares; 2025Q4: 14,179 shares; 2026Q1: 13,382 shares; 2026Q2: 12,849 shares 12,849 $430K 0.11% -533 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 425 shares 425 $430K 0.11% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,941 shares 1,941 $428K 0.11% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,243 shares; 2025Q1: 14,168 shares; 2025Q2: 14,148 shares; 2025Q3: 14,146 shares; 2025Q4: 14,145 shares; 2026Q1: 14,123 shares; 2026Q2: 14,123 shares 14,123 $424K 0.11% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,092 shares 3,092 $381K 0.1% new Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,371 shares; 2025Q1: 17,049 shares; 2025Q2: 13,214 shares; 2025Q3: 9,930 shares; 2025Q4: 7,890 shares; 2026Q1: 7,531 shares; 2026Q2: 8,303 shares 8,303 $380K 0.1% +772 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; 2024Q3: restricted; 2024Q4: 3,159 shares; 2025Q1: 3,184 shares; 2025Q2: 3,419 shares; 2025Q3: 2,890 shares; 2025Q4: 2,559 shares; 2026Q1: 2,879 shares; 2026Q2: 2,769 shares 2,769 $379K 0.1% -110 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,377 shares 1,377 $375K 0.1% new Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,041 shares; 2025Q1: 2,041 shares; 2025Q2: 2,041 shares; 2025Q3: 2,041 shares; 2025Q4: 2,015 shares; 2026Q1: 2,015 shares; 2026Q2: 2,015 shares 2,015 $369K 0.1% 0 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,353 shares; 2025Q1: 9,226 shares; 2025Q2: 4,718 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,283 shares 8,283 $369K 0.1% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,065 shares 4,065 $367K 0.1% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,433 shares; 2025Q4: 13,108 shares; 2026Q1: 13,908 shares; 2026Q2: 12,132 shares 12,132 $366K 0.1% -1,776 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,812 shares; 2025Q1: 30,887 shares; 2025Q2: 31,962 shares; 2025Q3: 31,391 shares; 2025Q4: 20,495 shares; 2026Q1: 20,463 shares; 2026Q2: 20,463 shares 20,463 $355K 0.09% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,393 shares; 2025Q1: 4,393 shares; 2025Q2: 4,394 shares; 2025Q3: 4,395 shares; 2025Q4: 4,396 shares; 2026Q1: 4,359 shares; 2026Q2: 4,362 shares 4,362 $354K 0.09% +3 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,022 shares 23,022 $348K 0.09% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,404 shares; 2025Q4: 7,363 shares; 2026Q1: 7,049 shares; 2026Q2: 6,405 shares 6,405 $343K 0.09% -644 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,407 shares; 2025Q4: 15,015 shares; 2026Q1: 15,315 shares; 2026Q2: 13,819 shares 13,819 $343K 0.09% -1,496 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 733 shares; 2026Q1: 798 shares; 2026Q2: 717 shares 717 $342K 0.09% -81 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 356 shares 356 $342K 0.09% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,982 shares; 2025Q1: 10,567 shares; 2025Q2: 5,242 shares; 2025Q3: 4,867 shares; 2025Q4: 4,487 shares; 2026Q1: 4,047 shares; 2026Q2: 2,501 shares 2,501 $342K 0.09% -1,546 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,710 shares 3,710 $340K 0.09% new Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,087 shares; 2025Q2: 8,482 shares; 2025Q3: 4,765 shares; 2025Q4: 5,242 shares; 2026Q1: 4,959 shares; 2026Q2: 4,707 shares 4,707 $328K 0.09% -252 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,947 shares; 2026Q1: 2,283 shares; 2026Q2: 1,998 shares 1,998 $313K 0.08% -285 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,315 shares; 2025Q3: 1,446 shares; 2025Q4: 1,309 shares; 2026Q1: 1,234 shares; 2026Q2: 1,228 shares 1,228 $312K 0.08% -6 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,643 shares; 2025Q1: 1,429 shares; 2025Q2: 1,429 shares; 2025Q3: 1,428 shares; 2025Q4: 1,426 shares; 2026Q1: 1,425 shares; 2026Q2: 1,425 shares 1,425 $311K 0.08% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,157 shares; 2025Q1: 2,157 shares; 2025Q2: 2,158 shares; 2025Q3: 2,108 shares; 2025Q4: 2,108 shares; 2026Q1: 2,113 shares; 2026Q2: 2,113 shares 2,113 $310K 0.08% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,114 shares; 2025Q2: 3,286 shares; 2025Q3: 3,598 shares; 2025Q4: 3,877 shares; 2026Q1: 3,203 shares; 2026Q2: 2,695 shares 2,695 $308K 0.08% -508 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,600 shares; 2025Q2: 9,650 shares; 2025Q3: 7,006 shares; 2025Q4: 5,024 shares; 2026Q1: 5,283 shares; 2026Q2: 7,193 shares 7,193 $305K 0.08% +1,910 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,468 shares; 2025Q1: 3,468 shares; 2025Q2: 3,468 shares; 2025Q3: 1,968 shares; 2025Q4: 1,868 shares; 2026Q1: 1,868 shares; 2026Q2: 1,768 shares 1,768 $300K 0.08% -100 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,404 shares 6,404 $298K 0.08% new Timeline TBPH THERAVANCE BIOPHARMA INC More: the full row for THERAVANCE BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,234 shares 17,234 $293K 0.08% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,872 shares; 2025Q1: 5,128 shares; 2025Q2: 5,129 shares; 2025Q3: 5,129 shares; 2025Q4: 5,129 shares; 2026Q1: 5,129 shares; 2026Q2: 5,129 shares 5,129 $292K 0.08% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,047 shares 1,047 $292K 0.08% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,978 shares 3,978 $286K 0.07% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,929 shares; 2026Q1: 2,052 shares; 2026Q2: 2,192 shares 2,192 $284K 0.07% +140 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,602 shares; 2025Q1: not reported; 2025Q2: 1,512 shares; 2025Q3: 1,512 shares; 2025Q4: 1,512 shares; 2026Q1: 1,512 shares; 2026Q2: 1,658 shares 1,658 $272K 0.07% +146 Timeline FRD FRIEDMAN INDS INC More: the full row for FRIEDMAN INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,391 shares 8,391 $270K 0.07% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,729 shares; 2025Q1: 2,723 shares; 2025Q2: 2,723 shares; 2025Q3: 2,727 shares; 2025Q4: 2,587 shares; 2026Q1: 2,560 shares; 2026Q2: 2,335 shares 2,335 $264K 0.07% -225 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,650 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares; 2026Q1: 3,148 shares; 2026Q2: 3,148 shares 3,148 $260K 0.07% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,466 shares; 2025Q1: 3,366 shares; 2025Q2: 3,366 shares; 2025Q3: 3,933 shares; 2025Q4: 2,631 shares; 2026Q1: 3,511 shares; 2026Q2: 3,216 shares 3,216 $252K 0.07% -295 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,286 shares; 2025Q1: 2,158 shares; 2025Q2: 1,458 shares; 2025Q3: 1,324 shares; 2025Q4: 1,185 shares; 2026Q1: 1,178 shares; 2026Q2: 1,047 shares 1,047 $248K 0.06% -131 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 718 shares 718 $241K 0.06% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,318 shares 3,318 $239K 0.06% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,058 shares 1,058 $237K 0.06% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,656 shares; 2026Q2: 2,277 shares 2,277 $237K 0.06% -379 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 762 shares; 2026Q1: 752 shares; 2026Q2: 245 shares 245 $236K 0.06% -507 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,057 shares 1,057 $234K 0.06% new Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,841 shares; 2025Q4: 11,800 shares; 2026Q1: not reported; 2026Q2: 6,386 shares 6,386 $221K 0.06% new Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,177 shares; 2026Q1: not reported; 2026Q2: 1,177 shares 1,177 $218K 0.06% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,581 shares 1,581 $217K 0.06% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 975 shares; 2025Q1: 1,569 shares; 2025Q2: 1,440 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,771 shares 2,771 $216K 0.06% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,316 shares; 2025Q1: 1,353 shares; 2025Q2: 1,008 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 701 shares 701 $211K 0.05% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 520 shares 520 $207K 0.05% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,710 shares 1,710 $202K 0.05% new Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,341 shares 7,341 $202K 0.05% new Timeline SNT SENSTAR TECHNOLOGIES CORP More: the full row for SENSTAR TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,375 shares; 2025Q1: 34,375 shares; 2025Q2: 34,375 shares; 2025Q3: 34,375 shares; 2025Q4: 34,375 shares; 2026Q1: 34,375 shares; 2026Q2: 34,375 shares 34,375 $66.3K 0.02% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,510 shares 13,510 $62.4K 0.02% new Timeline