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: 441,233 shares; 2024Q4: 455,056 shares; 2025Q1: 457,832 shares; 2025Q2: 453,600 shares; 2025Q3: 459,226 shares; 2025Q4: 464,178 shares; 2026Q1: 459,887 shares 459,887 $65.4M 4.05% -4,291 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: 854,676 shares; 2024Q4: 933,789 shares; 2025Q1: 966,077 shares; 2025Q2: 980,792 shares; 2025Q3: 984,592 shares; 2025Q4: 995,410 shares; 2026Q1: 1,009,671 shares 1,009,671 $64.7M 4.01% +14,261 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,780 shares; 2024Q4: 151,313 shares; 2025Q1: 153,507 shares; 2025Q2: 156,138 shares; 2025Q3: 156,393 shares; 2025Q4: 161,146 shares; 2026Q1: 164,502 shares 164,502 $49.2M 3.05% +3,356 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: 217,158 shares; 2024Q4: 217,364 shares; 2025Q1: 217,314 shares; 2025Q2: 219,929 shares; 2025Q3: 223,038 shares; 2025Q4: 230,233 shares; 2026Q1: 236,306 shares 236,306 $45.3M 2.81% +6,073 Timeline MTUM 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: 183,336 shares; 2024Q4: 181,530 shares; 2025Q1: 179,935 shares; 2025Q2: 175,869 shares; 2025Q3: 170,840 shares; 2025Q4: 175,897 shares; 2026Q1: 180,808 shares 180,808 $43.4M 2.69% +4,911 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; 2024Q2: restricted; 2024Q3: 600,218 shares; 2024Q4: 619,386 shares; 2025Q1: 633,774 shares; 2025Q2: 660,516 shares; 2025Q3: 687,999 shares; 2025Q4: 732,375 shares; 2026Q1: 755,967 shares 755,967 $42.8M 2.66% +23,592 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: 742,093 shares; 2024Q4: 694,680 shares; 2025Q1: 656,681 shares; 2025Q2: 640,090 shares; 2025Q3: 685,068 shares; 2025Q4: 647,825 shares; 2026Q1: 716,698 shares 716,698 $42.7M 2.65% +68,873 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: 77,210 shares; 2024Q4: 82,903 shares; 2025Q1: 111,623 shares; 2025Q2: 112,578 shares; 2025Q3: 118,371 shares; 2025Q4: 125,392 shares; 2026Q1: 139,491 shares 139,491 $35.4M 2.2% +14,099 Timeline IBDR 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: 969,855 shares; 2024Q4: 986,986 shares; 2025Q1: 1,085,993 shares; 2025Q2: 1,135,267 shares; 2025Q3: 1,288,343 shares; 2025Q4: 1,278,379 shares; 2026Q1: 1,392,870 shares 1,392,870 $33.8M 2.09% +114,491 Timeline IBDS 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: 968,787 shares; 2024Q4: 989,505 shares; 2025Q1: 1,083,382 shares; 2025Q2: 1,121,733 shares; 2025Q3: 1,268,483 shares; 2025Q4: 1,258,895 shares; 2026Q1: 1,371,208 shares 1,371,208 $33.2M 2.06% +112,313 Timeline IBDT 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: 921,911 shares; 2024Q4: 947,947 shares; 2025Q1: 1,028,705 shares; 2025Q2: 1,069,915 shares; 2025Q3: 1,202,922 shares; 2025Q4: 1,196,223 shares; 2026Q1: 1,306,247 shares 1,306,247 $33.1M 2.05% +110,024 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,376,104 shares; 2026Q1: 1,500,942 shares 1,500,942 $32.9M 2.04% +124,838 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: 764,916 shares; 2024Q4: 803,824 shares; 2025Q1: 806,041 shares; 2025Q2: 808,775 shares; 2025Q3: 799,355 shares; 2025Q4: 810,176 shares; 2026Q1: 812,755 shares 812,755 $32.3M 2% +2,579 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477,664 shares; 2024Q4: 490,646 shares; 2025Q1: 514,281 shares; 2025Q2: 515,193 shares; 2025Q3: 516,892 shares; 2025Q4: 527,593 shares; 2026Q1: 544,211 shares 544,211 $29.4M 1.82% +16,618 Timeline IBDU 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: 967,083 shares; 2024Q4: 795,473 shares; 2025Q1: 838,505 shares; 2025Q2: 912,316 shares; 2025Q3: 1,042,331 shares; 2025Q4: 1,036,202 shares; 2026Q1: 1,154,298 shares 1,154,298 $26.8M 1.66% +118,096 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501,193 shares; 2024Q4: 517,163 shares; 2025Q1: 515,602 shares; 2025Q2: 519,600 shares; 2025Q3: 518,090 shares; 2025Q4: 507,176 shares; 2026Q1: 485,866 shares 485,866 $26.6M 1.65% -21,310 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 279,176 shares; 2025Q1: 279,176 shares; 2025Q2: 279,176 shares; 2025Q3: 279,335 shares; 2025Q4: 270,888 shares; 2026Q1: 271,126 shares 271,126 $23.4M 1.45% +238 Timeline BOXX 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: not reported; 2024Q4: 64,066 shares; 2025Q1: 65,198 shares; 2025Q2: 60,470 shares; 2025Q3: 236,786 shares; 2025Q4: 184,540 shares; 2026Q1: 191,121 shares 191,121 $22.2M 1.38% +6,581 Timeline IQLT 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: 404,351 shares; 2024Q4: 429,083 shares; 2025Q1: 432,997 shares; 2025Q2: 437,453 shares; 2025Q3: 444,910 shares; 2025Q4: 467,470 shares; 2026Q1: 480,014 shares 480,014 $22.2M 1.38% +12,544 Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,098 shares; 2024Q4: 396,107 shares; 2025Q1: 420,114 shares; 2025Q2: 482,792 shares; 2025Q3: 508,073 shares; 2025Q4: 556,779 shares; 2026Q1: 577,309 shares 577,309 $21.6M 1.34% +20,530 Timeline IMTM 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: 382,053 shares; 2024Q4: 397,824 shares; 2025Q1: 403,329 shares; 2025Q2: 407,253 shares; 2025Q3: 407,940 shares; 2025Q4: 425,758 shares; 2026Q1: 433,478 shares 433,478 $20.8M 1.29% +7,720 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,147 shares; 2024Q4: 67,907 shares; 2025Q1: 73,205 shares; 2025Q2: 77,497 shares; 2025Q3: 79,660 shares; 2025Q4: 81,057 shares; 2026Q1: 87,469 shares 87,469 $17.2M 1.06% +6,412 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: 22,775 shares; 2024Q4: 28,100 shares; 2025Q1: 31,412 shares; 2025Q2: 32,587 shares; 2025Q3: 35,196 shares; 2025Q4: 40,054 shares; 2026Q1: 43,483 shares 43,483 $16.1M 1% +3,429 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: 28,731 shares; 2024Q4: 28,282 shares; 2025Q1: 29,691 shares; 2025Q2: 32,040 shares; 2025Q3: 32,160 shares; 2025Q4: 31,158 shares; 2026Q1: 35,821 shares 35,821 $15.6M 0.97% +4,663 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: 49,597 shares; 2024Q4: 54,611 shares; 2025Q1: 57,178 shares; 2025Q2: 56,286 shares; 2025Q3: 62,281 shares; 2025Q4: 71,589 shares; 2026Q1: 87,987 shares 87,987 $15.3M 0.95% +16,398 Timeline FNDE 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: 341,723 shares; 2024Q4: 352,041 shares; 2025Q1: 352,727 shares; 2025Q2: 357,912 shares; 2025Q3: 359,732 shares; 2025Q4: 373,500 shares; 2026Q1: 379,370 shares 379,370 $14.5M 0.9% +5,870 Timeline SCHR 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: 214,560 shares; 2025Q1: 466,272 shares; 2025Q2: 532,900 shares; 2025Q3: 524,487 shares; 2025Q4: 599,016 shares; 2026Q1: 524,658 shares 524,658 $13.1M 0.81% -74,358 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,516 shares; 2024Q4: 45,025 shares; 2025Q1: 46,244 shares; 2025Q2: 46,782 shares; 2025Q3: 47,132 shares; 2025Q4: 47,246 shares; 2026Q1: 49,013 shares 49,013 $12.8M 0.8% +1,767 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500,145 shares; 2026Q1: 490,762 shares 490,762 $12.7M 0.79% -9,383 Timeline IBMO 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: 630,761 shares; 2024Q4: 622,914 shares; 2025Q1: 528,357 shares; 2025Q2: 474,005 shares; 2025Q3: 473,772 shares; 2025Q4: 471,604 shares; 2026Q1: 459,491 shares 459,491 $11.8M 0.73% -12,113 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: 20,018 shares; 2024Q4: 21,001 shares; 2025Q1: 25,049 shares; 2025Q2: 25,671 shares; 2025Q3: 27,555 shares; 2025Q4: 29,896 shares; 2026Q1: 40,405 shares 40,405 $11.6M 0.72% +10,509 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: 15,890 shares; 2024Q4: 16,280 shares; 2025Q1: 16,850 shares; 2025Q2: 24,762 shares; 2025Q3: 26,110 shares; 2025Q4: 28,221 shares; 2026Q1: 36,006 shares 36,006 $11.6M 0.72% +7,785 Timeline AAUA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 221,438 shares 221,438 $10.8M 0.67% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,616 shares; 2024Q4: 22,697 shares; 2025Q1: 33,140 shares; 2025Q2: 32,268 shares; 2025Q3: 36,466 shares; 2025Q4: 39,536 shares; 2026Q1: 43,808 shares 43,808 $10.7M 0.66% +4,272 Timeline IBMP 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: 636,053 shares; 2024Q4: 628,341 shares; 2025Q1: 554,924 shares; 2025Q2: 401,761 shares; 2025Q3: 411,576 shares; 2025Q4: 411,966 shares; 2026Q1: 406,428 shares 406,428 $10.3M 0.64% -5,538 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: 13,966 shares; 2024Q4: 17,545 shares; 2025Q1: 30,880 shares; 2025Q2: 33,526 shares; 2025Q3: 69,733 shares; 2025Q4: 76,840 shares; 2026Q1: 123,783 shares 123,783 $9.71M 0.6% +46,943 Timeline VGSH 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: 18,638 shares; 2024Q4: 18,866 shares; 2025Q1: 43,100 shares; 2025Q2: 47,631 shares; 2025Q3: 92,316 shares; 2025Q4: 96,759 shares; 2026Q1: 160,879 shares 160,879 $9.42M 0.58% +64,120 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: 2,246 shares; 2024Q4: 5,294 shares; 2025Q1: 5,461 shares; 2025Q2: 5,427 shares; 2025Q3: 13,593 shares; 2025Q4: 14,080 shares; 2026Q1: 14,429 shares 14,429 $8.62M 0.53% +349 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: 50,903 shares; 2024Q4: 54,655 shares; 2025Q1: 54,762 shares; 2025Q2: 59,209 shares; 2025Q3: 65,512 shares; 2025Q4: 66,017 shares; 2026Q1: 67,178 shares 67,178 $8.35M 0.52% +1,161 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,745 shares; 2024Q4: 394,283 shares; 2025Q1: 411,823 shares; 2025Q2: 383,161 shares; 2025Q3: 353,756 shares; 2025Q4: 343,201 shares; 2026Q1: 336,417 shares 336,417 $8.33M 0.52% -6,784 Timeline CAOS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,913 shares; 2026Q1: 90,812 shares 90,812 $8.24M 0.51% +34,899 Timeline QVAL 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: 146,484 shares; 2024Q4: 145,309 shares; 2025Q1: 143,470 shares; 2025Q2: 143,894 shares; 2025Q3: 146,765 shares; 2025Q4: 152,079 shares; 2026Q1: 153,444 shares 153,444 $8M 0.5% +1,365 Timeline HSDT SOLANA CO More: the full row for SOLANA 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: 4,594,960 shares 4,594,960 $7.95M 0.49% new Timeline EFV 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: 117,301 shares; 2024Q4: 119,097 shares; 2025Q1: 115,147 shares; 2025Q2: 110,317 shares; 2025Q3: 107,874 shares; 2025Q4: 106,413 shares; 2026Q1: 106,903 shares 106,903 $7.95M 0.49% +490 Timeline IBMQ 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: 634,290 shares; 2024Q4: 626,748 shares; 2025Q1: 554,311 shares; 2025Q2: 301,088 shares; 2025Q3: 309,280 shares; 2025Q4: 313,253 shares; 2026Q1: 306,416 shares 306,416 $7.82M 0.49% -6,837 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,022 shares; 2025Q3: 93,022 shares; 2025Q4: 92,934 shares; 2026Q1: 99,485 shares 99,485 $7.81M 0.48% +6,551 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: 14,200 shares; 2024Q4: 17,354 shares; 2025Q1: 22,191 shares; 2025Q2: 22,658 shares; 2025Q3: 25,957 shares; 2025Q4: 31,283 shares; 2026Q1: 34,491 shares 34,491 $7.18M 0.45% +3,208 Timeline IBMR 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: 526,001 shares; 2024Q4: 156,982 shares; 2025Q1: 394,027 shares; 2025Q2: 277,247 shares; 2025Q3: 279,882 shares; 2025Q4: 279,534 shares; 2026Q1: 272,834 shares 272,834 $6.92M 0.43% -6,700 Timeline QMOM 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: 98,274 shares; 2024Q4: 95,991 shares; 2025Q1: 94,564 shares; 2025Q2: 95,037 shares; 2025Q3: 96,448 shares; 2025Q4: 99,980 shares; 2026Q1: 101,075 shares 101,075 $6.9M 0.43% +1,095 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 259,345 shares; 2025Q1: 362,713 shares; 2025Q2: 340,868 shares; 2025Q3: 355,295 shares; 2025Q4: 355,700 shares; 2026Q1: 354,731 shares 354,731 $6.62M 0.41% -969 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,115 shares; 2024Q4: 105,438 shares; 2025Q1: 104,966 shares; 2025Q2: 143,006 shares; 2025Q3: 140,117 shares; 2025Q4: 136,936 shares; 2026Q1: 134,666 shares 134,666 $6.58M 0.41% -2,270 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,754 shares; 2024Q4: 10,719 shares; 2025Q1: 11,477 shares; 2025Q2: 14,711 shares; 2025Q3: 15,186 shares; 2025Q4: 14,800 shares; 2026Q1: 19,258 shares 19,258 $6.51M 0.4% +4,458 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: 25,135 shares; 2024Q4: 25,389 shares; 2025Q1: 27,072 shares; 2025Q2: 28,634 shares; 2025Q3: 29,525 shares; 2025Q4: 33,102 shares; 2026Q1: 36,686 shares 36,686 $6.22M 0.39% +3,584 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,401 shares; 2024Q4: 138,401 shares; 2025Q1: 138,401 shares; 2025Q2: 138,401 shares; 2025Q3: 138,401 shares; 2025Q4: 138,441 shares; 2026Q1: 138,401 shares 138,401 $6.14M 0.38% -40 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,668 shares; 2024Q4: 8,519 shares; 2025Q1: 10,506 shares; 2025Q2: 12,230 shares; 2025Q3: 14,365 shares; 2025Q4: 19,067 shares; 2026Q1: 20,722 shares 20,722 $5.96M 0.37% +1,655 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 426,234 shares; 2025Q1: 178,152 shares; 2025Q2: 286,752 shares; 2025Q3: 277,996 shares; 2025Q4: 272,702 shares; 2026Q1: 251,833 shares 251,833 $5.8M 0.36% -20,869 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: 4,076 shares; 2024Q4: 4,377 shares; 2025Q1: 4,393 shares; 2025Q2: 4,668 shares; 2025Q3: 4,384 shares; 2025Q4: 4,402 shares; 2026Q1: 5,816 shares 5,816 $5.79M 0.36% +1,414 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: 7,350 shares; 2024Q4: 8,790 shares; 2025Q1: 9,395 shares; 2025Q2: 10,145 shares; 2025Q3: 9,288 shares; 2025Q4: 12,291 shares; 2026Q1: 18,366 shares 18,366 $5.68M 0.35% +6,075 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,564 shares; 2024Q4: 95,503 shares; 2025Q1: 106,546 shares; 2025Q2: 79,356 shares; 2025Q3: 79,175 shares; 2025Q4: 61,110 shares; 2026Q1: 56,128 shares 56,128 $5.64M 0.35% -4,982 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: 40,864 shares; 2024Q4: 47,921 shares; 2025Q1: 52,924 shares; 2025Q2: 56,075 shares; 2025Q3: 60,290 shares; 2025Q4: 65,005 shares; 2026Q1: 72,729 shares 72,729 $5.64M 0.35% +7,724 Timeline EFG 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: 55,056 shares; 2024Q4: 55,632 shares; 2025Q1: 53,316 shares; 2025Q2: 51,026 shares; 2025Q3: 50,388 shares; 2025Q4: 49,761 shares; 2026Q1: 49,421 shares 49,421 $5.5M 0.34% -340 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: 6,125 shares; 2024Q4: 7,553 shares; 2025Q1: 8,080 shares; 2025Q2: 9,981 shares; 2025Q3: 10,175 shares; 2025Q4: 12,378 shares; 2026Q1: 17,994 shares 17,994 $5.29M 0.33% +5,616 Timeline FNDA 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: 103,965 shares; 2024Q4: 197,704 shares; 2025Q1: 206,878 shares; 2025Q2: 182,821 shares; 2025Q3: 168,620 shares; 2025Q4: 167,250 shares; 2026Q1: 161,759 shares 161,759 $5.25M 0.33% -5,491 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 97,860 shares; 2025Q4: 93,911 shares; 2026Q1: 100,297 shares 100,297 $5.06M 0.31% +6,386 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,533 shares; 2025Q1: not reported; 2025Q2: 251,708 shares; 2025Q3: 237,702 shares; 2025Q4: 231,189 shares; 2026Q1: 210,878 shares 210,878 $4.93M 0.31% -20,311 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 3,896 shares; 2025Q1: 6,555 shares; 2025Q2: 7,736 shares; 2025Q3: 8,610 shares; 2025Q4: 12,212 shares; 2026Q1: 13,026 shares 13,026 $4.84M 0.3% +814 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: 10,739 shares; 2024Q4: 12,531 shares; 2025Q1: 13,487 shares; 2025Q2: 14,720 shares; 2025Q3: 15,082 shares; 2025Q4: 14,909 shares; 2026Q1: 15,991 shares 15,991 $4.83M 0.3% +1,082 Timeline IVAL 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: 133,638 shares; 2024Q4: 137,412 shares; 2025Q1: 136,091 shares; 2025Q2: 136,536 shares; 2025Q3: 135,094 shares; 2025Q4: 138,728 shares; 2026Q1: 139,272 shares 139,272 $4.73M 0.29% +544 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,796 shares; 2024Q4: 67,186 shares; 2025Q1: 73,859 shares; 2025Q2: 82,879 shares; 2025Q3: 88,594 shares; 2025Q4: 78,299 shares; 2026Q1: 92,715 shares 92,715 $4.65M 0.29% +14,416 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: 3,293 shares; 2024Q4: 3,808 shares; 2025Q1: 4,503 shares; 2025Q2: 4,990 shares; 2025Q3: 5,390 shares; 2025Q4: 6,274 shares; 2026Q1: 8,054 shares 8,054 $4.61M 0.29% +1,780 Timeline IMOM 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: 111,335 shares; 2024Q4: 114,722 shares; 2025Q1: 112,739 shares; 2025Q2: 112,833 shares; 2025Q3: 110,402 shares; 2025Q4: 112,777 shares; 2026Q1: 112,634 shares 112,634 $4.49M 0.28% -143 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,082 shares; 2024Q4: 40,087 shares; 2025Q1: 39,374 shares; 2025Q2: 37,902 shares; 2025Q3: 36,958 shares; 2025Q4: 35,923 shares; 2026Q1: 35,362 shares 35,362 $4.42M 0.27% -561 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,914 shares; 2024Q4: 115,942 shares; 2025Q1: 114,843 shares; 2025Q2: 110,456 shares; 2025Q3: 109,188 shares; 2025Q4: 107,604 shares; 2026Q1: 107,138 shares 107,138 $4.3M 0.27% -466 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: 3,919 shares; 2024Q4: 4,148 shares; 2025Q1: 4,249 shares; 2025Q2: 3,979 shares; 2025Q3: 3,672 shares; 2025Q4: 3,639 shares; 2026Q1: 4,463 shares 4,463 $4.1M 0.25% +824 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: 12,826 shares; 2024Q4: 18,699 shares; 2025Q1: 22,021 shares; 2025Q2: 25,573 shares; 2025Q3: 25,359 shares; 2025Q4: 24,736 shares; 2026Q1: 24,796 shares 24,796 $4.1M 0.25% +60 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,199 shares; 2024Q4: 61,657 shares; 2025Q1: 62,355 shares; 2025Q2: 62,664 shares; 2025Q3: 62,622 shares; 2025Q4: 60,790 shares; 2026Q1: 60,248 shares 60,248 $4.09M 0.25% -542 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: 6,415 shares; 2024Q4: 6,979 shares; 2025Q1: 7,351 shares; 2025Q2: 7,598 shares; 2025Q3: 7,394 shares; 2025Q4: 8,004 shares; 2026Q1: 8,508 shares 8,508 $4.08M 0.25% +504 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,451 shares; 2025Q2: 47,290 shares; 2025Q3: 47,484 shares; 2025Q4: 47,484 shares; 2026Q1: 47,484 shares 47,484 $4.02M 0.25% 0 Timeline VUSB 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: 80,646 shares; 2024Q4: 111,676 shares; 2025Q1: 143,193 shares; 2025Q2: 94,167 shares; 2025Q3: 90,928 shares; 2025Q4: 85,299 shares; 2026Q1: 77,505 shares 77,505 $3.86M 0.24% -7,794 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,281 shares; 2024Q4: 17,527 shares; 2025Q1: 21,830 shares; 2025Q2: 24,979 shares; 2025Q3: 26,489 shares; 2025Q4: 28,247 shares; 2026Q1: 27,425 shares 27,425 $3.82M 0.24% -822 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: 451 shares; 2024Q4: 452 shares; 2025Q1: 3,220 shares; 2025Q2: 547 shares; 2025Q3: 958 shares; 2025Q4: 742 shares; 2026Q1: 5,766 shares 5,766 $3.75M 0.23% +5,024 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,783 shares; 2024Q4: 55,540 shares; 2025Q1: 58,085 shares; 2025Q2: 60,052 shares; 2025Q3: 59,251 shares; 2025Q4: 59,000 shares; 2026Q1: 58,274 shares 58,274 $3.57M 0.22% -726 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,732 shares; 2024Q4: 61,518 shares; 2025Q1: 66,816 shares; 2025Q2: 72,700 shares; 2025Q3: 73,473 shares; 2025Q4: 71,272 shares; 2026Q1: 61,048 shares 61,048 $3.57M 0.22% -10,224 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: 20,912 shares; 2024Q4: 20,474 shares; 2025Q1: 19,951 shares; 2025Q2: 19,802 shares; 2025Q3: 21,393 shares; 2025Q4: 25,933 shares; 2026Q1: 28,957 shares 28,957 $3.48M 0.22% +3,024 Timeline SCHE 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: 100,358 shares; 2024Q4: 99,103 shares; 2025Q1: 94,491 shares; 2025Q2: 113,375 shares; 2025Q3: 107,593 shares; 2025Q4: 105,488 shares; 2026Q1: 105,097 shares 105,097 $3.46M 0.21% -391 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; 2024Q2: restricted; 2024Q3: 41,012 shares; 2024Q4: 41,866 shares; 2025Q1: 46,287 shares; 2025Q2: 52,404 shares; 2025Q3: 54,933 shares; 2025Q4: 50,935 shares; 2026Q1: 51,937 shares 51,937 $3.43M 0.21% +1,002 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,976 shares; 2024Q4: 6,350 shares; 2025Q1: 8,150 shares; 2025Q2: 7,851 shares; 2025Q3: 8,635 shares; 2025Q4: 10,904 shares; 2026Q1: 14,060 shares 14,060 $3.41M 0.21% +3,156 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: 17,770 shares; 2024Q4: 12,954 shares; 2025Q1: 18,742 shares; 2025Q2: 17,363 shares; 2025Q3: 20,864 shares; 2025Q4: 19,925 shares; 2026Q1: 21,586 shares 21,586 $3.3M 0.2% +1,661 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: 18,319 shares; 2024Q4: 19,762 shares; 2025Q1: 19,423 shares; 2025Q2: 17,542 shares; 2025Q3: 21,523 shares; 2025Q4: 19,494 shares; 2026Q1: 22,091 shares 22,091 $3.19M 0.2% +2,597 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: 12,595 shares; 2024Q4: 9,534 shares; 2025Q1: 5,488 shares; 2025Q2: 9,148 shares; 2025Q3: 20,365 shares; 2025Q4: 21,126 shares; 2026Q1: 19,566 shares 19,566 $3.04M 0.19% -1,560 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,593 shares; 2024Q4: 8,873 shares; 2025Q1: 8,157 shares; 2025Q2: 7,691 shares; 2025Q3: 7,668 shares; 2025Q4: 9,387 shares; 2026Q1: 9,219 shares 9,219 $3.03M 0.19% -168 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: 1,330 shares; 2024Q4: 1,468 shares; 2025Q1: 1,534 shares; 2025Q2: 1,570 shares; 2025Q3: 1,748 shares; 2025Q4: 2,069 shares; 2026Q1: 3,554 shares 3,554 $3.01M 0.19% +1,485 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,999 shares; 2024Q4: 90,386 shares; 2025Q1: 90,772 shares; 2025Q2: 87,888 shares; 2025Q3: 87,890 shares; 2025Q4: 83,167 shares; 2026Q1: 82,829 shares 82,829 $2.97M 0.18% -338 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,498 shares; 2024Q4: 121,535 shares; 2025Q1: 117,499 shares; 2025Q2: 116,415 shares; 2025Q3: 114,366 shares; 2025Q4: 112,256 shares; 2026Q1: 110,371 shares 110,371 $2.97M 0.18% -1,885 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: 7,437 shares; 2024Q4: 7,437 shares; 2025Q1: 13,254 shares; 2025Q2: 14,633 shares; 2025Q3: 26,670 shares; 2025Q4: 28,703 shares; 2026Q1: 59,172 shares 59,172 $2.96M 0.18% +30,469 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: 1,562 shares; 2024Q4: 1,749 shares; 2025Q1: 1,981 shares; 2025Q2: 2,038 shares; 2025Q3: 2,310 shares; 2025Q4: 2,645 shares; 2026Q1: 5,788 shares 5,788 $2.89M 0.18% +3,143 Timeline FNDF 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: 50,419 shares; 2024Q4: 53,901 shares; 2025Q1: 55,458 shares; 2025Q2: 56,686 shares; 2025Q3: 56,769 shares; 2025Q4: 58,490 shares; 2026Q1: 58,921 shares 58,921 $2.88M 0.18% +431 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,845 shares; 2024Q4: 123,455 shares; 2025Q1: 123,558 shares; 2025Q2: 119,737 shares; 2025Q3: 116,670 shares; 2025Q4: 114,080 shares; 2026Q1: 111,911 shares 111,911 $2.87M 0.18% -2,169 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,200 shares; 2024Q4: 23,339 shares; 2025Q1: 24,907 shares; 2025Q2: 25,983 shares; 2025Q3: 31,703 shares; 2025Q4: 34,085 shares; 2026Q1: 35,873 shares 35,873 $2.77M 0.17% +1,788 Timeline USHY 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: 75,648 shares; 2024Q4: 75,377 shares; 2025Q1: 81,329 shares; 2025Q2: 82,929 shares; 2025Q3: 162,887 shares; 2025Q4: 62,502 shares; 2026Q1: 71,094 shares 71,094 $2.62M 0.16% +8,592 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: 1,537 shares; 2024Q4: 2,023 shares; 2025Q1: 1,917 shares; 2025Q2: 2,964 shares; 2025Q3: 3,243 shares; 2025Q4: 3,456 shares; 2026Q1: 3,672 shares 3,672 $2.6M 0.16% +216 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: 9,822 shares; 2024Q4: 10,809 shares; 2025Q1: 11,998 shares; 2025Q2: 20,246 shares; 2025Q3: 20,220 shares; 2025Q4: 22,338 shares; 2026Q1: 22,585 shares 22,585 $2.56M 0.16% +247 Timeline AVX AVAX ONE TECHNOLOGY LTD More: the full row for AVAX ONE TECHNOLOGY 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: not reported; 2025Q4: not reported; 2026Q1: 4,240,274 shares 4,240,274 $2.54M 0.16% new Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,158 shares; 2025Q1: not reported; 2025Q2: 140,666 shares; 2025Q3: 126,686 shares; 2025Q4: 126,137 shares; 2026Q1: 104,384 shares 104,384 $2.47M 0.15% -21,753 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: 1,316 shares; 2024Q4: 1,363 shares; 2025Q1: 1,535 shares; 2025Q2: 1,537 shares; 2025Q3: 1,602 shares; 2025Q4: 1,405 shares; 2026Q1: 4,915 shares 4,915 $2.44M 0.15% +3,510 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: 3,687 shares; 2024Q4: 4,173 shares; 2025Q1: 3,158 shares; 2025Q2: 4,107 shares; 2025Q3: 3,998 shares; 2025Q4: 3,393 shares; 2026Q1: 3,990 shares 3,990 $2.41M 0.15% +597 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: 30,837 shares; 2024Q4: 33,815 shares; 2025Q1: 32,170 shares; 2025Q2: 35,867 shares; 2025Q3: 38,854 shares; 2025Q4: 42,275 shares; 2026Q1: 48,374 shares 48,374 $2.36M 0.15% +6,099 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: 1,911 shares; 2025Q4: 4,970 shares; 2026Q1: 8,568 shares 8,568 $2.32M 0.14% +3,598 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,093 shares; 2024Q4: 43,222 shares; 2025Q1: 82,814 shares; 2025Q2: 79,105 shares; 2025Q3: 118,664 shares; 2025Q4: 135,416 shares; 2026Q1: 143,014 shares 143,014 $2.28M 0.14% +7,598 Timeline CTRN CITI TRENDS INC More: the full row for CITI TRENDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,000 shares; 2025Q2: 33,600 shares; 2025Q3: 38,602 shares; 2025Q4: 44,497 shares; 2026Q1: 52,503 shares 52,503 $2.27M 0.14% +8,006 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,227 shares; 2024Q4: 59,986 shares; 2025Q1: 57,066 shares; 2025Q2: 54,336 shares; 2025Q3: 54,046 shares; 2025Q4: 53,370 shares; 2026Q1: 51,944 shares 51,944 $2.24M 0.14% -1,426 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,908 shares; 2025Q1: 2,929 shares; 2025Q2: 2,895 shares; 2025Q3: 3,259 shares; 2025Q4: 4,019 shares; 2026Q1: 9,402 shares 9,402 $2.22M 0.14% +5,383 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,573 shares; 2024Q4: 34,401 shares; 2025Q1: 40,103 shares; 2025Q2: 43,304 shares; 2025Q3: 48,037 shares; 2025Q4: 47,392 shares; 2026Q1: 51,181 shares 51,181 $2.16M 0.13% +3,789 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: 3,542 shares; 2024Q4: 3,697 shares; 2025Q1: 3,841 shares; 2025Q2: 5,227 shares; 2025Q3: 5,853 shares; 2025Q4: 6,371 shares; 2026Q1: 6,291 shares 6,291 $2.16M 0.13% -80 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: 2,332 shares; 2024Q4: 2,784 shares; 2025Q1: 3,066 shares; 2025Q2: 5,751 shares; 2025Q3: 7,130 shares; 2025Q4: 8,580 shares; 2026Q1: 12,963 shares 12,963 $2.13M 0.13% +4,383 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,439 shares; 2024Q4: 6,761 shares; 2025Q1: 8,340 shares; 2025Q2: 8,545 shares; 2025Q3: 9,271 shares; 2025Q4: 10,170 shares; 2026Q1: 10,986 shares 10,986 $2.12M 0.13% +816 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: 9,188 shares; 2024Q4: 13,378 shares; 2025Q1: 16,467 shares; 2025Q2: 17,627 shares; 2025Q3: 20,878 shares; 2025Q4: 21,695 shares; 2026Q1: 25,654 shares 25,654 $2.12M 0.13% +3,959 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,992 shares; 2024Q4: 2,149 shares; 2025Q1: 2,299 shares; 2025Q2: 2,369 shares; 2025Q3: 2,377 shares; 2025Q4: 2,480 shares; 2026Q1: 2,435 shares 2,435 $2.11M 0.13% -45 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,356 shares; 2024Q4: 5,133 shares; 2025Q1: 5,833 shares; 2025Q2: 5,199 shares; 2025Q3: 6,934 shares; 2025Q4: 7,139 shares; 2026Q1: 7,979 shares 7,979 $2.08M 0.13% +840 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: 7,614 shares; 2024Q4: 7,994 shares; 2025Q1: 7,059 shares; 2025Q2: 7,752 shares; 2025Q3: 8,237 shares; 2025Q4: 8,743 shares; 2026Q1: 9,957 shares 9,957 $2.07M 0.13% +1,214 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,965 shares; 2024Q4: 56,410 shares; 2025Q1: 60,627 shares; 2025Q2: 63,025 shares; 2025Q3: 126,743 shares; 2025Q4: 113,332 shares; 2026Q1: 89,837 shares 89,837 $2.07M 0.13% -23,495 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 53,303 shares; 2026Q1: 65,391 shares 65,391 $2.03M 0.13% +12,088 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,297 shares; 2024Q4: 28,099 shares; 2025Q1: 29,983 shares; 2025Q2: 31,657 shares; 2025Q3: 63,357 shares; 2025Q4: 55,654 shares; 2026Q1: 43,447 shares 43,447 $2.02M 0.13% -12,207 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,674 shares; 2025Q3: 23,674 shares; 2025Q4: 24,116 shares; 2026Q1: 23,225 shares 23,225 $2.01M 0.12% -891 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: 7,261 shares; 2024Q4: 7,456 shares; 2025Q1: 8,686 shares; 2025Q2: 8,697 shares; 2025Q3: 9,364 shares; 2025Q4: 8,927 shares; 2026Q1: 8,736 shares 8,736 $2.01M 0.12% -191 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,970 shares; 2024Q4: 3,326 shares; 2025Q1: 4,542 shares; 2025Q2: 14,142 shares; 2025Q3: 10,058 shares; 2025Q4: 13,658 shares; 2026Q1: 18,711 shares 18,711 $1.92M 0.12% +5,053 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,141 shares; 2026Q1: 25,717 shares 25,717 $1.92M 0.12% +2,576 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 5,627 shares; 2025Q1: 5,456 shares; 2025Q2: 6,655 shares; 2025Q3: 6,286 shares; 2025Q4: 9,048 shares; 2026Q1: 9,678 shares 9,678 $1.92M 0.12% +630 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,970 shares; 2024Q4: 37,873 shares; 2025Q1: 38,053 shares; 2025Q2: 37,720 shares; 2025Q3: 37,724 shares; 2025Q4: 35,945 shares; 2026Q1: 35,860 shares 35,860 $1.88M 0.12% -85 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: 5,494 shares; 2024Q4: 5,258 shares; 2025Q1: 4,738 shares; 2025Q2: 4,638 shares; 2025Q3: 5,811 shares; 2025Q4: 5,709 shares; 2026Q1: 6,942 shares 6,942 $1.88M 0.12% +1,233 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: 2,212 shares; 2024Q4: 2,759 shares; 2025Q1: 5,451 shares; 2025Q2: 4,208 shares; 2025Q3: 5,470 shares; 2025Q4: 5,929 shares; 2026Q1: 8,926 shares 8,926 $1.85M 0.11% +2,997 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,879 shares; 2024Q4: 4,679 shares; 2025Q1: 4,455 shares; 2025Q2: 4,647 shares; 2025Q3: 4,413 shares; 2025Q4: 4,743 shares; 2026Q1: 7,255 shares 7,255 $1.79M 0.11% +2,512 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: 10,267 shares; 2024Q4: 15,069 shares; 2025Q1: 14,638 shares; 2025Q2: 16,231 shares; 2025Q3: 16,133 shares; 2025Q4: 21,047 shares; 2026Q1: 21,893 shares 21,893 $1.74M 0.11% +846 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: 4,135 shares; 2024Q4: 4,667 shares; 2025Q1: 5,611 shares; 2025Q2: 5,979 shares; 2025Q3: 5,594 shares; 2025Q4: 5,991 shares; 2026Q1: 5,956 shares 5,956 $1.74M 0.11% -35 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 783 shares; 2025Q1: 883 shares; 2025Q2: 757 shares; 2025Q3: 757 shares; 2025Q4: 755 shares; 2026Q1: 2,428 shares 2,428 $1.69M 0.11% +1,673 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,404 shares; 2025Q4: 42,136 shares; 2026Q1: 43,661 shares 43,661 $1.68M 0.1% +1,525 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 2,379 shares; 2025Q1: 2,822 shares; 2025Q2: 3,893 shares; 2025Q3: 4,211 shares; 2025Q4: 4,714 shares; 2026Q1: 5,168 shares 5,168 $1.66M 0.1% +454 Timeline USMV 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: 11,313 shares; 2024Q4: 12,348 shares; 2025Q1: 12,643 shares; 2025Q2: 13,067 shares; 2025Q3: 14,877 shares; 2025Q4: 15,552 shares; 2026Q1: 17,014 shares 17,014 $1.58M 0.1% +1,462 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,144 shares; 2025Q4: 2,952 shares; 2026Q1: 5,283 shares 5,283 $1.56M 0.1% +2,331 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,388 shares; 2024Q4: 2,430 shares; 2025Q1: 2,908 shares; 2025Q2: 3,765 shares; 2025Q3: 4,984 shares; 2025Q4: 5,555 shares; 2026Q1: 6,725 shares 6,725 $1.55M 0.1% +1,170 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,819 shares; 2024Q4: 53,345 shares; 2025Q1: 43,915 shares; 2025Q2: 43,988 shares; 2025Q3: 39,454 shares; 2025Q4: 32,300 shares; 2026Q1: 30,327 shares 30,327 $1.55M 0.1% -1,973 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: 6,354 shares; 2024Q4: 7,495 shares; 2025Q1: 9,416 shares; 2025Q2: 11,218 shares; 2025Q3: 13,878 shares; 2025Q4: 14,922 shares; 2026Q1: 20,144 shares 20,144 $1.53M 0.09% +5,222 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 5,321 shares; 2025Q1: 9,159 shares; 2025Q2: 10,136 shares; 2025Q3: 11,626 shares; 2025Q4: 13,264 shares; 2026Q1: 12,180 shares 12,180 $1.53M 0.09% -1,084 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,253 shares; 2026Q1: 64,722 shares 64,722 $1.51M 0.09% -61,531 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: 515 shares; 2025Q1: 562 shares; 2025Q2: 574 shares; 2025Q3: 823 shares; 2025Q4: 881 shares; 2026Q1: 1,565 shares 1,565 $1.51M 0.09% +684 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: 2,521 shares; 2024Q4: 4,518 shares; 2025Q1: 4,566 shares; 2025Q2: 4,840 shares; 2025Q3: 5,061 shares; 2025Q4: 5,519 shares; 2026Q1: 9,407 shares 9,407 $1.5M 0.09% +3,888 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: 9,564 shares; 2025Q2: 26,288 shares; 2025Q3: 32,642 shares; 2025Q4: 45,960 shares; 2026Q1: 53,348 shares 53,348 $1.5M 0.09% +7,388 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,640 shares; 2024Q4: 29,595 shares; 2025Q1: 28,569 shares; 2025Q2: 72,629 shares; 2025Q3: 80,498 shares; 2025Q4: 87,022 shares; 2026Q1: 79,902 shares 79,902 $1.49M 0.09% -7,120 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,077 shares; 2024Q4: 14,250 shares; 2025Q1: 14,728 shares; 2025Q2: 14,699 shares; 2025Q3: 14,222 shares; 2025Q4: 15,231 shares; 2026Q1: 16,360 shares 16,360 $1.49M 0.09% +1,129 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: 353 shares; 2024Q4: 350 shares; 2025Q1: 387 shares; 2025Q2: 429 shares; 2025Q3: 607 shares; 2025Q4: 775 shares; 2026Q1: 1,102 shares 1,102 $1.46M 0.09% +327 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,480 shares; 2024Q4: 14,541 shares; 2025Q1: 15,010 shares; 2025Q2: 14,744 shares; 2025Q3: 14,582 shares; 2025Q4: 14,661 shares; 2026Q1: 13,250 shares 13,250 $1.45M 0.09% -1,411 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: 7,872 shares; 2024Q4: 8,492 shares; 2025Q1: 7,070 shares; 2025Q2: 5,345 shares; 2025Q3: 5,086 shares; 2025Q4: 4,352 shares; 2026Q1: 6,414 shares 6,414 $1.45M 0.09% +2,062 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: 33,438 shares; 2024Q4: 34,747 shares; 2025Q1: 35,696 shares; 2025Q2: 32,969 shares; 2025Q3: 34,999 shares; 2025Q4: 35,170 shares; 2026Q1: 36,805 shares 36,805 $1.44M 0.09% +1,635 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.09% 0 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,951 shares; 2024Q4: 23,888 shares; 2025Q1: 22,187 shares; 2025Q2: 20,290 shares; 2025Q3: 20,112 shares; 2025Q4: 20,618 shares; 2026Q1: 20,316 shares 20,316 $1.42M 0.09% -302 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: 7,982 shares; 2024Q4: 10,638 shares; 2025Q1: 9,574 shares; 2025Q2: 9,248 shares; 2025Q3: 5,397 shares; 2025Q4: 10,294 shares; 2026Q1: 23,174 shares 23,174 $1.41M 0.09% +12,880 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 3,049 shares; 2025Q1: 4,540 shares; 2025Q2: 3,473 shares; 2025Q3: 3,222 shares; 2025Q4: 3,450 shares; 2026Q1: 3,982 shares 3,982 $1.4M 0.09% +532 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,574 shares; 2024Q4: 44,743 shares; 2025Q1: 51,865 shares; 2025Q2: 55,108 shares; 2025Q3: 59,164 shares; 2025Q4: 64,350 shares; 2026Q1: 64,676 shares 64,676 $1.4M 0.09% +326 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: 12,493 shares; 2024Q4: 12,400 shares; 2025Q1: 11,673 shares; 2025Q2: 8,762 shares; 2025Q3: 9,837 shares; 2025Q4: 8,150 shares; 2026Q1: 9,475 shares 9,475 $1.39M 0.09% +1,325 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: 6,278 shares; 2025Q3: 8,555 shares; 2025Q4: 9,100 shares; 2026Q1: 9,733 shares 9,733 $1.37M 0.09% +633 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 830 shares; 2025Q2: 930 shares; 2025Q3: 1,009 shares; 2025Q4: 684 shares; 2026Q1: 3,190 shares 3,190 $1.37M 0.09% +2,506 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: 481 shares; 2024Q4: 701 shares; 2025Q1: 696 shares; 2025Q2: 1,061 shares; 2025Q3: 2,101 shares; 2025Q4: 2,109 shares; 2026Q1: 2,091 shares 2,091 $1.37M 0.08% -18 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: 2,896 shares; 2025Q1: 3,324 shares; 2025Q2: 3,415 shares; 2025Q3: 4,066 shares; 2025Q4: 4,417 shares; 2026Q1: 6,244 shares 6,244 $1.36M 0.08% +1,827 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,291 shares; 2025Q4: 2,338 shares; 2026Q1: 3,451 shares 3,451 $1.35M 0.08% +1,113 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,022 shares; 2025Q1: 2,227 shares; 2025Q2: 1,823 shares; 2025Q3: 4,511 shares; 2025Q4: 4,415 shares; 2026Q1: 10,214 shares 10,214 $1.34M 0.08% +5,799 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,070 shares; 2024Q4: 12,485 shares; 2025Q1: 20,461 shares; 2025Q2: 19,623 shares; 2025Q3: 19,863 shares; 2025Q4: 10,817 shares; 2026Q1: 10,763 shares 10,763 $1.34M 0.08% -54 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,637 shares; 2025Q3: 17,767 shares; 2025Q4: 17,626 shares; 2026Q1: 17,401 shares 17,401 $1.33M 0.08% -225 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,265 shares; 2024Q4: 41,011 shares; 2025Q1: 50,421 shares; 2025Q2: 50,802 shares; 2025Q3: 52,135 shares; 2025Q4: 49,709 shares; 2026Q1: 45,686 shares 45,686 $1.32M 0.08% -4,023 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: 4,323 shares; 2024Q4: 5,121 shares; 2025Q1: 6,162 shares; 2025Q2: 7,503 shares; 2025Q3: 7,649 shares; 2025Q4: 7,048 shares; 2026Q1: 6,507 shares 6,507 $1.32M 0.08% -541 Timeline VT 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: 2,168 shares; 2024Q4: 9,261 shares; 2025Q1: 8,878 shares; 2025Q2: 9,009 shares; 2025Q3: 9,060 shares; 2025Q4: 9,178 shares; 2026Q1: 9,500 shares 9,500 $1.31M 0.08% +322 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; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 5,062 shares; 2025Q1: 5,202 shares; 2025Q2: 5,689 shares; 2025Q3: 8,745 shares; 2025Q4: 9,200 shares; 2026Q1: 11,067 shares 11,067 $1.3M 0.08% +1,867 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 894 shares; 2025Q1: 971 shares; 2025Q2: 15,097 shares; 2025Q3: 15,947 shares; 2025Q4: 15,145 shares; 2026Q1: 14,066 shares 14,066 $1.3M 0.08% -1,079 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: 3,875 shares; 2024Q4: 4,331 shares; 2025Q1: 4,438 shares; 2025Q2: 3,715 shares; 2025Q3: 4,052 shares; 2025Q4: 4,461 shares; 2026Q1: 4,541 shares 4,541 $1.29M 0.08% +80 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,559 shares; 2024Q4: 7,005 shares; 2025Q1: 7,529 shares; 2025Q2: 8,953 shares; 2025Q3: 8,419 shares; 2025Q4: 9,616 shares; 2026Q1: 9,496 shares 9,496 $1.28M 0.08% -120 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: 1,372 shares; 2025Q1: 839 shares; 2025Q2: 916 shares; 2025Q3: 918 shares; 2025Q4: 1,221 shares; 2026Q1: 1,464 shares 1,464 $1.28M 0.08% +243 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,116 shares; 2025Q1: 32,602 shares; 2025Q2: 30,968 shares; 2025Q3: 31,573 shares; 2025Q4: 16,075 shares; 2026Q1: 18,843 shares 18,843 $1.27M 0.08% +2,768 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,559 shares; 2024Q4: 6,732 shares; 2025Q1: 6,684 shares; 2025Q2: 6,705 shares; 2025Q3: 6,460 shares; 2025Q4: 6,206 shares; 2026Q1: 6,087 shares 6,087 $1.26M 0.08% -119 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,701 shares; 2024Q4: 4,439 shares; 2025Q1: 3,256 shares; 2025Q2: 7,998 shares; 2025Q3: 8,348 shares; 2025Q4: 8,380 shares; 2026Q1: 8,056 shares 8,056 $1.25M 0.08% -324 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,894 shares; 2024Q4: 12,809 shares; 2025Q1: 14,498 shares; 2025Q2: 16,798 shares; 2025Q3: 13,845 shares; 2025Q4: 13,893 shares; 2026Q1: 14,579 shares 14,579 $1.24M 0.08% +686 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: 2,164 shares; 2024Q4: not reported; 2025Q1: 2,558 shares; 2025Q2: not reported; 2025Q3: 1,284 shares; 2025Q4: 2,136 shares; 2026Q1: 3,646 shares 3,646 $1.23M 0.08% +1,510 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: 694 shares; 2024Q4: 649 shares; 2025Q1: 854 shares; 2025Q2: 992 shares; 2025Q3: 1,247 shares; 2025Q4: 10,143 shares; 2026Q1: 12,749 shares 12,749 $1.23M 0.08% +2,606 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,105 shares; 2026Q1: 3,838 shares 3,838 $1.22M 0.08% +2,733 Timeline BIIB BIOGEN INC More: the full row for BIOGEN 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: 1,663 shares; 2025Q3: 2,473 shares; 2025Q4: 4,791 shares; 2026Q1: 6,643 shares 6,643 $1.22M 0.08% +1,852 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: 2,220 shares; 2025Q4: 3,897 shares; 2026Q1: 5,596 shares 5,596 $1.2M 0.07% +1,699 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,190 shares; 2024Q4: 6,168 shares; 2025Q1: 5,201 shares; 2025Q2: 8,252 shares; 2025Q3: 6,830 shares; 2025Q4: 8,267 shares; 2026Q1: 10,101 shares 10,101 $1.19M 0.07% +1,834 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,109 shares; 2024Q4: 11,109 shares; 2025Q1: 11,109 shares; 2025Q2: 11,109 shares; 2025Q3: 11,109 shares; 2025Q4: 11,109 shares; 2026Q1: 11,109 shares 11,109 $1.19M 0.07% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 841 shares; 2025Q2: 1,376 shares; 2025Q3: 1,456 shares; 2025Q4: 1,957 shares; 2026Q1: 2,499 shares 2,499 $1.18M 0.07% +542 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 3,614 shares; 2025Q1: 3,596 shares; 2025Q2: 4,278 shares; 2025Q3: 3,491 shares; 2025Q4: 3,534 shares; 2026Q1: 3,555 shares 3,555 $1.16M 0.07% +21 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: 14,886 shares; 2024Q4: 14,889 shares; 2025Q1: 14,892 shares; 2025Q2: 20,578 shares; 2025Q3: 20,578 shares; 2025Q4: 20,578 shares; 2026Q1: 23,959 shares 23,959 $1.16M 0.07% +3,381 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,129 shares; 2024Q4: 33,276 shares; 2025Q1: 35,852 shares; 2025Q2: 64,377 shares; 2025Q3: 66,705 shares; 2025Q4: 71,277 shares; 2026Q1: 72,933 shares 72,933 $1.16M 0.07% +1,656 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: 9,477 shares; 2024Q4: not reported; 2025Q1: 10,117 shares; 2025Q2: 9,138 shares; 2025Q3: 10,446 shares; 2025Q4: 17,620 shares; 2026Q1: 25,760 shares 25,760 $1.14M 0.07% +8,140 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,172 shares; 2024Q4: 3,393 shares; 2025Q1: 4,264 shares; 2025Q2: 3,920 shares; 2025Q3: 4,181 shares; 2025Q4: 4,318 shares; 2026Q1: 4,279 shares 4,279 $1.14M 0.07% -39 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 983 shares; 2024Q4: 814 shares; 2025Q1: 847 shares; 2025Q2: 745 shares; 2025Q3: 788 shares; 2025Q4: 789 shares; 2026Q1: 763 shares 763 $1.12M 0.07% -26 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 5,687 shares 5,687 $1.12M 0.07% new Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,400 shares; 2024Q4: 38,400 shares; 2025Q1: 39,400 shares; 2025Q2: 38,400 shares; 2025Q3: 38,400 shares; 2025Q4: 38,400 shares; 2026Q1: 38,400 shares 38,400 $1.12M 0.07% 0 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: 8,663 shares; 2024Q4: 9,281 shares; 2025Q1: 8,350 shares; 2025Q2: 11,720 shares; 2025Q3: 15,538 shares; 2025Q4: 17,847 shares; 2026Q1: 21,441 shares 21,441 $1.12M 0.07% +3,594 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,913 shares; 2024Q4: 48,141 shares; 2025Q1: 49,774 shares; 2025Q2: 51,059 shares; 2025Q3: 51,758 shares; 2025Q4: 41,189 shares; 2026Q1: 33,504 shares 33,504 $1.11M 0.07% -7,685 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: 2,664 shares; 2025Q1: 5,239 shares; 2025Q2: 8,156 shares; 2025Q3: 8,541 shares; 2025Q4: 8,322 shares; 2026Q1: 7,876 shares 7,876 $1.1M 0.07% -446 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,284 shares; 2024Q4: 4,475 shares; 2025Q1: 4,514 shares; 2025Q2: 5,474 shares; 2025Q3: 6,035 shares; 2025Q4: 6,408 shares; 2026Q1: 6,769 shares 6,769 $1.1M 0.07% +361 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: 47,693 shares; 2024Q4: 50,013 shares; 2025Q1: 61,076 shares; 2025Q2: 67,827 shares; 2025Q3: 78,632 shares; 2025Q4: 91,537 shares; 2026Q1: 95,680 shares 95,680 $1.08M 0.07% +4,143 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 695 shares; 2025Q2: 498 shares; 2025Q3: 593 shares; 2025Q4: 1,037 shares; 2026Q1: 2,586 shares 2,586 $1.08M 0.07% +1,549 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,768 shares; 2024Q4: 48,435 shares; 2025Q1: 50,422 shares; 2025Q2: 40,599 shares; 2025Q3: 42,236 shares; 2025Q4: 50,901 shares; 2026Q1: 50,405 shares 50,405 $1.07M 0.07% -496 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 5,618 shares; 2025Q1: 6,714 shares; 2025Q2: 6,911 shares; 2025Q3: 7,568 shares; 2025Q4: 9,627 shares; 2026Q1: 11,479 shares 11,479 $1.07M 0.07% +1,852 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: 8,008 shares; 2024Q4: 8,447 shares; 2025Q1: 8,684 shares; 2025Q2: 8,203 shares; 2025Q3: 8,133 shares; 2025Q4: 8,345 shares; 2026Q1: 8,887 shares 8,887 $1.05M 0.07% +542 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: 5,582 shares; 2025Q4: 7,777 shares; 2026Q1: 9,652 shares 9,652 $1.04M 0.06% +1,875 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 1,084 shares; 2025Q1: 1,273 shares; 2025Q2: 1,223 shares; 2025Q3: 1,137 shares; 2025Q4: 1,223 shares; 2026Q1: 1,854 shares 1,854 $1.04M 0.06% +631 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: 7,195 shares; 2024Q4: 18,046 shares; 2025Q1: 18,145 shares; 2025Q2: 16,486 shares; 2025Q3: 17,079 shares; 2025Q4: 10,302 shares; 2026Q1: 7,029 shares 7,029 $1.03M 0.06% -3,273 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: 4,215 shares; 2025Q1: 5,718 shares; 2025Q2: 7,581 shares; 2025Q3: 11,236 shares; 2025Q4: 11,681 shares; 2026Q1: 14,090 shares 14,090 $1.02M 0.06% +2,409 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,613 shares; 2025Q4: 2,210 shares; 2026Q1: 2,964 shares 2,964 $1.02M 0.06% +754 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,223 shares; 2025Q1: 22,223 shares; 2025Q2: 55,773 shares; 2025Q3: 55,236 shares; 2025Q4: 56,599 shares; 2026Q1: 43,009 shares 43,009 $1.02M 0.06% -13,590 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,304 shares; 2024Q4: 4,427 shares; 2025Q1: 5,215 shares; 2025Q2: 6,077 shares; 2025Q3: 7,067 shares; 2025Q4: 7,508 shares; 2026Q1: 7,508 shares 7,508 $1.01M 0.06% 0 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: 731 shares; 2024Q4: 913 shares; 2025Q1: 898 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,687 shares; 2026Q1: 2,837 shares 2,837 $1.01M 0.06% +1,150 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,653 shares; 2024Q4: 18,236 shares; 2025Q1: 17,895 shares; 2025Q2: 15,064 shares; 2025Q3: 14,780 shares; 2025Q4: 14,673 shares; 2026Q1: 13,864 shares 13,864 $1M 0.06% -809 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 2,542 shares; 2025Q1: 4,359 shares; 2025Q2: 5,768 shares; 2025Q3: 4,070 shares; 2025Q4: 3,567 shares; 2026Q1: 4,615 shares 4,615 $993K 0.06% +1,048 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: 3,343 shares; 2024Q4: 3,525 shares; 2025Q1: 3,523 shares; 2025Q2: 4,674 shares; 2025Q3: 4,782 shares; 2025Q4: 5,658 shares; 2026Q1: 5,417 shares 5,417 $988K 0.06% -241 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: 1,574 shares; 2024Q4: 1,588 shares; 2025Q1: 1,588 shares; 2025Q2: 2,288 shares; 2025Q3: 2,288 shares; 2025Q4: 2,288 shares; 2026Q1: 2,301 shares 2,301 $981K 0.06% +13 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: 9,772 shares; 2024Q4: 42,669 shares; 2025Q1: 44,696 shares; 2025Q2: 47,191 shares; 2025Q3: 32,574 shares; 2025Q4: 32,763 shares; 2026Q1: 33,559 shares 33,559 $978K 0.06% +796 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,879 shares; 2024Q4: 9,231 shares; 2025Q1: 10,403 shares; 2025Q2: 11,381 shares; 2025Q3: 12,950 shares; 2025Q4: 13,698 shares; 2026Q1: 13,698 shares 13,698 $976K 0.06% 0 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: 61,850 shares; 2024Q4: 62,780 shares; 2025Q1: 64,633 shares; 2025Q2: 52,645 shares; 2025Q3: 59,507 shares; 2025Q4: 65,668 shares; 2026Q1: 65,168 shares 65,168 $971K 0.06% -500 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,479 shares; 2025Q1: 3,595 shares; 2025Q2: 6,152 shares; 2025Q3: 7,087 shares; 2025Q4: 7,794 shares; 2026Q1: 10,227 shares 10,227 $961K 0.06% +2,433 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,217 shares 19,217 $959K 0.06% new Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,388 shares; 2024Q4: 30,558 shares; 2025Q1: 30,702 shares; 2025Q2: 30,804 shares; 2025Q3: 30,853 shares; 2025Q4: 29,152 shares; 2026Q1: 29,323 shares 29,323 $954K 0.06% +171 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,635 shares; 2024Q4: 4,804 shares; 2025Q1: 8,394 shares; 2025Q2: 8,494 shares; 2025Q3: 10,089 shares; 2025Q4: 10,282 shares; 2026Q1: 10,244 shares 10,244 $953K 0.06% -38 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: 1,368 shares; 2025Q4: 3,456 shares; 2026Q1: 4,638 shares 4,638 $944K 0.06% +1,182 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: 6,382 shares; 2025Q3: 10,232 shares; 2025Q4: 12,643 shares; 2026Q1: 12,637 shares 12,637 $941K 0.06% -6 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,926 shares 6,926 $940K 0.06% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,378 shares; 2024Q4: 3,546 shares; 2025Q1: 4,049 shares; 2025Q2: 4,326 shares; 2025Q3: 4,774 shares; 2025Q4: 4,920 shares; 2026Q1: 4,176 shares 4,176 $915K 0.06% -744 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,289 shares; 2024Q4: 9,781 shares; 2025Q1: 8,684 shares; 2025Q2: 6,190 shares; 2025Q3: 4,457 shares; 2025Q4: 4,061 shares; 2026Q1: 3,219 shares 3,219 $907K 0.06% -842 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 4,068 shares; 2025Q1: 4,054 shares; 2025Q2: 4,026 shares; 2025Q3: 4,091 shares; 2025Q4: 4,193 shares; 2026Q1: 4,242 shares 4,242 $896K 0.06% +49 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,225 shares; 2024Q4: 5,000 shares; 2025Q1: 26,855 shares; 2025Q2: 20,807 shares; 2025Q3: 25,301 shares; 2025Q4: 26,319 shares; 2026Q1: 29,705 shares 29,705 $891K 0.06% +3,386 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,808 shares; 2025Q2: 6,388 shares; 2025Q3: 6,962 shares; 2025Q4: 3,518 shares; 2026Q1: 6,147 shares 6,147 $889K 0.06% +2,629 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: 4,431 shares; 2025Q3: 6,483 shares; 2025Q4: 6,597 shares; 2026Q1: 7,026 shares 7,026 $888K 0.06% +429 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 574 shares; 2025Q1: 573 shares; 2025Q2: 750 shares; 2025Q3: 903 shares; 2025Q4: 881 shares; 2026Q1: 812 shares 812 $886K 0.05% -69 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,513 shares; 2024Q4: 10,025 shares; 2025Q1: 10,994 shares; 2025Q2: 22,180 shares; 2025Q3: 21,650 shares; 2025Q4: 22,351 shares; 2026Q1: 18,929 shares 18,929 $878K 0.05% -3,422 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: 5,732 shares; 2024Q4: 5,370 shares; 2025Q1: 6,311 shares; 2025Q2: 5,691 shares; 2025Q3: 5,188 shares; 2025Q4: 3,541 shares; 2026Q1: 4,998 shares 4,998 $867K 0.05% +1,457 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: 1,833 shares; 2024Q4: 3,506 shares; 2025Q1: 2,502 shares; 2025Q2: 2,939 shares; 2025Q3: 2,951 shares; 2025Q4: 3,120 shares; 2026Q1: 3,574 shares 3,574 $866K 0.05% +454 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,777 shares; 2024Q4: 11,594 shares; 2025Q1: 7,007 shares; 2025Q2: 12,062 shares; 2025Q3: 7,171 shares; 2025Q4: 9,432 shares; 2026Q1: 11,825 shares 11,825 $864K 0.05% +2,393 Timeline BBDO BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,205 shares; 2025Q2: 104,656 shares; 2025Q3: 107,307 shares; 2025Q4: 196,166 shares; 2026Q1: 261,787 shares 261,787 $861K 0.05% +65,621 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,538 shares; 2024Q4: 27,330 shares; 2025Q1: 29,099 shares; 2025Q2: 33,699 shares; 2025Q3: 27,899 shares; 2025Q4: 27,986 shares; 2026Q1: 28,063 shares 28,063 $856K 0.05% +77 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,815 shares; 2024Q4: 5,246 shares; 2025Q1: 9,743 shares; 2025Q2: 10,242 shares; 2025Q3: 12,864 shares; 2025Q4: 15,271 shares; 2026Q1: 14,641 shares 14,641 $855K 0.05% -630 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,066 shares; 2026Q1: 17,207 shares 17,207 $852K 0.05% -6,859 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,049 shares; 2024Q4: 35,909 shares; 2025Q1: 24,785 shares; 2025Q2: 33,966 shares; 2025Q3: 39,942 shares; 2025Q4: 35,496 shares; 2026Q1: 40,900 shares 40,900 $849K 0.05% +5,404 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,352 shares; 2024Q4: 6,020 shares; 2025Q1: 6,580 shares; 2025Q2: 6,335 shares; 2025Q3: 6,377 shares; 2025Q4: 6,563 shares; 2026Q1: 6,463 shares 6,463 $845K 0.05% -100 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,780 shares; 2024Q4: 13,543 shares; 2025Q1: 12,908 shares; 2025Q2: 10,515 shares; 2025Q3: 10,309 shares; 2025Q4: 9,291 shares; 2026Q1: 8,022 shares 8,022 $843K 0.05% -1,269 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,651 shares; 2024Q4: 9,403 shares; 2025Q1: 9,475 shares; 2025Q2: 8,930 shares; 2025Q3: 8,905 shares; 2025Q4: 9,372 shares; 2026Q1: 11,072 shares 11,072 $833K 0.05% +1,700 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: 177,442 shares; 2024Q4: 133,556 shares; 2025Q1: 163,831 shares; 2025Q2: 160,050 shares; 2025Q3: 158,119 shares; 2025Q4: 167,904 shares; 2026Q1: 165,585 shares 165,585 $833K 0.05% -2,319 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: 739 shares; 2024Q4: 896 shares; 2025Q1: 926 shares; 2025Q2: 634 shares; 2025Q3: 1,623 shares; 2025Q4: 1,685 shares; 2026Q1: 1,535 shares 1,535 $826K 0.05% -150 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 1,089 shares; 2025Q1: 1,255 shares; 2025Q2: 1,237 shares; 2025Q3: 1,276 shares; 2025Q4: 1,392 shares; 2026Q1: 2,301 shares 2,301 $823K 0.05% +909 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: 8,725 shares; 2024Q4: 9,252 shares; 2025Q1: 12,147 shares; 2025Q2: 14,714 shares; 2025Q3: 10,923 shares; 2025Q4: 10,782 shares; 2026Q1: 11,789 shares 11,789 $822K 0.05% +1,007 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: 185 shares; 2024Q4: 202 shares; 2025Q1: 205 shares; 2025Q2: 240 shares; 2025Q3: 244 shares; 2025Q4: 254 shares; 2026Q1: 195 shares 195 $821K 0.05% -59 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 3,114 shares; 2025Q1: 3,555 shares; 2025Q2: 2,309 shares; 2025Q3: 4,202 shares; 2025Q4: 4,295 shares; 2026Q1: 5,272 shares 5,272 $820K 0.05% +977 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: 3,876 shares; 2025Q3: 4,197 shares; 2025Q4: 4,623 shares; 2026Q1: 6,160 shares 6,160 $814K 0.05% +1,537 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to 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: 41,581 shares 41,581 $803K 0.05% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,568 shares; 2025Q1: 2,024 shares; 2025Q2: 2,136 shares; 2025Q3: 2,196 shares; 2025Q4: 2,772 shares; 2026Q1: 2,844 shares 2,844 $799K 0.05% +72 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,107 shares; 2024Q4: 8,741 shares; 2025Q1: 12,585 shares; 2025Q2: 11,350 shares; 2025Q3: 12,470 shares; 2025Q4: 15,389 shares; 2026Q1: 11,688 shares 11,688 $795K 0.05% -3,701 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,463 shares; 2026Q1: 14,463 shares 14,463 $789K 0.05% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 254 shares; 2025Q1: 250 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 253 shares; 2026Q1: 233 shares 233 $787K 0.05% -20 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,728 shares; 2024Q4: 4,103 shares; 2025Q1: 4,574 shares; 2025Q2: 5,303 shares; 2025Q3: 5,571 shares; 2025Q4: 6,237 shares; 2026Q1: 7,644 shares 7,644 $785K 0.05% +1,407 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: 674 shares; 2024Q4: 731 shares; 2025Q1: 735 shares; 2025Q2: 965 shares; 2025Q3: 1,146 shares; 2025Q4: 1,101 shares; 2026Q1: 1,152 shares 1,152 $785K 0.05% +51 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 1,005 shares; 2025Q1: 1,261 shares; 2025Q2: 1,426 shares; 2025Q3: 1,673 shares; 2025Q4: 1,863 shares; 2026Q1: 2,522 shares 2,522 $784K 0.05% +659 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,641 shares; 2025Q1: 5,984 shares; 2025Q2: 7,772 shares; 2025Q3: 12,806 shares; 2025Q4: 11,308 shares; 2026Q1: 8,963 shares 8,963 $777K 0.05% -2,345 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; 2024Q2: restricted; 2024Q3: 2,988 shares; 2024Q4: 3,544 shares; 2025Q1: 5,199 shares; 2025Q2: not reported; 2025Q3: 5,995 shares; 2025Q4: 6,969 shares; 2026Q1: 8,282 shares 8,282 $773K 0.05% +1,313 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,383 shares; 2025Q4: 11,062 shares; 2026Q1: 13,635 shares 13,635 $772K 0.05% +2,573 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: 13,607 shares; 2024Q4: 15,923 shares; 2025Q1: 21,956 shares; 2025Q2: 21,392 shares; 2025Q3: 34,705 shares; 2025Q4: 37,544 shares; 2026Q1: 45,363 shares 45,363 $770K 0.05% +7,819 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,390 shares; 2024Q4: 6,854 shares; 2025Q1: 13,910 shares; 2025Q2: 15,892 shares; 2025Q3: 14,203 shares; 2025Q4: 11,194 shares; 2026Q1: 15,242 shares 15,242 $767K 0.05% +4,048 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,521 shares; 2024Q4: 4,814 shares; 2025Q1: 4,508 shares; 2025Q2: 2,841 shares; 2025Q3: 2,789 shares; 2025Q4: 3,147 shares; 2026Q1: 3,108 shares 3,108 $759K 0.05% -39 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,443 shares; 2024Q4: 2,487 shares; 2025Q1: 2,926 shares; 2025Q2: 3,229 shares; 2025Q3: 3,650 shares; 2025Q4: 3,842 shares; 2026Q1: 3,842 shares 3,842 $757K 0.05% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 497 shares; 2025Q1: 816 shares; 2025Q2: 1,413 shares; 2025Q3: 1,558 shares; 2025Q4: 1,599 shares; 2026Q1: 1,447 shares 1,447 $756K 0.05% -152 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,472 shares; 2024Q4: 20,534 shares; 2025Q1: 20,609 shares; 2025Q2: 14,900 shares; 2025Q3: 15,008 shares; 2025Q4: 15,000 shares; 2026Q1: 14,975 shares 14,975 $754K 0.05% -25 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,253 shares; 2024Q4: 10,140 shares; 2025Q1: 8,701 shares; 2025Q2: 11,376 shares; 2025Q3: 10,311 shares; 2025Q4: 11,144 shares; 2026Q1: 11,381 shares 11,381 $752K 0.05% +237 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: 4,386 shares; 2025Q1: 4,704 shares; 2025Q2: 4,964 shares; 2025Q3: 5,855 shares; 2025Q4: 5,620 shares; 2026Q1: 6,019 shares 6,019 $739K 0.05% +399 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,328 shares; 2024Q4: 51,652 shares; 2025Q1: 38,953 shares; 2025Q2: 39,048 shares; 2025Q3: 49,136 shares; 2025Q4: 65,527 shares; 2026Q1: 54,680 shares 54,680 $739K 0.05% -10,847 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,502 shares; 2025Q1: 1,541 shares; 2025Q2: 1,537 shares; 2025Q3: 2,209 shares; 2025Q4: 1,422 shares; 2026Q1: 2,524 shares 2,524 $733K 0.05% +1,102 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,797 shares; 2024Q4: 7,003 shares; 2025Q1: 9,330 shares; 2025Q2: 9,940 shares; 2025Q3: 7,852 shares; 2025Q4: 7,347 shares; 2026Q1: 7,459 shares 7,459 $728K 0.05% +112 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,854 shares; 2025Q1: 5,822 shares; 2025Q2: 7,001 shares; 2025Q3: 8,315 shares; 2025Q4: 11,283 shares; 2026Q1: 13,356 shares 13,356 $723K 0.04% +2,073 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: 1,142 shares; 2024Q4: 1,233 shares; 2025Q1: 1,341 shares; 2025Q2: 1,314 shares; 2025Q3: 1,327 shares; 2025Q4: 1,330 shares; 2026Q1: 1,694 shares 1,694 $721K 0.04% +364 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,902 shares; 2024Q4: 7,416 shares; 2025Q1: 8,395 shares; 2025Q2: 7,747 shares; 2025Q3: 8,017 shares; 2025Q4: 12,414 shares; 2026Q1: 11,532 shares 11,532 $708K 0.04% -882 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 4,762 shares; 2025Q1: 4,313 shares; 2025Q2: 5,932 shares; 2025Q3: 6,239 shares; 2025Q4: 6,852 shares; 2026Q1: 7,281 shares 7,281 $702K 0.04% +429 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 1,306 shares; 2025Q1: 1,802 shares; 2025Q2: 1,956 shares; 2025Q3: 2,479 shares; 2025Q4: 3,892 shares; 2026Q1: 5,442 shares 5,442 $701K 0.04% +1,550 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,098 shares; 2026Q1: 6,374 shares 6,374 $698K 0.04% +3,276 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 3,118 shares; 2025Q1: 5,574 shares; 2025Q2: 6,678 shares; 2025Q3: 5,657 shares; 2025Q4: 5,241 shares; 2026Q1: 5,262 shares 5,262 $695K 0.04% +21 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,822 shares; 2025Q2: 24,458 shares; 2025Q3: 25,738 shares; 2025Q4: 15,011 shares; 2026Q1: 16,312 shares 16,312 $688K 0.04% +1,301 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: 17,682 shares; 2024Q4: 17,464 shares; 2025Q1: 13,623 shares; 2025Q2: 18,663 shares; 2025Q3: 14,398 shares; 2025Q4: 12,754 shares; 2026Q1: 23,862 shares 23,862 $685K 0.04% +11,108 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 730 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 1,136 shares; 2025Q4: 1,020 shares; 2026Q1: 1,176 shares 1,176 $679K 0.04% +156 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 2,395 shares; 2025Q1: 2,329 shares; 2025Q2: 2,303 shares; 2025Q3: 2,336 shares; 2025Q4: 2,374 shares; 2026Q1: 2,382 shares 2,382 $662K 0.04% +8 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,658 shares; 2025Q2: 2,753 shares; 2025Q3: 2,763 shares; 2025Q4: 2,782 shares; 2026Q1: 5,782 shares 5,782 $650K 0.04% +3,000 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,562 shares; 2024Q4: 2,627 shares; 2025Q1: 3,086 shares; 2025Q2: 3,491 shares; 2025Q3: 4,101 shares; 2025Q4: 4,349 shares; 2026Q1: 4,349 shares 4,349 $649K 0.04% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 667 shares; 2025Q1: 809 shares; 2025Q2: 1,107 shares; 2025Q3: 812 shares; 2025Q4: 874 shares; 2026Q1: 1,197 shares 1,197 $645K 0.04% +323 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,572 shares 2,572 $638K 0.04% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,867 shares; 2024Q4: 9,702 shares; 2025Q1: 9,111 shares; 2025Q2: 6,310 shares; 2025Q3: 6,211 shares; 2025Q4: 5,401 shares; 2026Q1: 5,236 shares 5,236 $635K 0.04% -165 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000 $634K 0.04% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,340 shares; 2024Q4: 2,550 shares; 2025Q1: 2,559 shares; 2025Q2: 2,884 shares; 2025Q3: 2,777 shares; 2025Q4: 3,519 shares; 2026Q1: 7,029 shares 7,029 $630K 0.04% +3,510 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,803 shares; 2024Q4: 17,036 shares; 2025Q1: 19,093 shares; 2025Q2: 19,073 shares; 2025Q3: 20,177 shares; 2025Q4: 23,440 shares; 2026Q1: 21,129 shares 21,129 $629K 0.04% -2,311 Timeline SII SPROTT INC More: the full row for SPROTT 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: 3,061 shares; 2025Q3: 3,284 shares; 2025Q4: 3,458 shares; 2026Q1: 4,373 shares 4,373 $625K 0.04% +915 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: 11,808 shares; 2024Q4: 11,808 shares; 2025Q1: 11,808 shares; 2025Q2: 11,808 shares; 2025Q3: 11,808 shares; 2025Q4: 11,808 shares; 2026Q1: 11,808 shares 11,808 $623K 0.04% 0 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: not reported; 2025Q4: not reported; 2026Q1: 4,744 shares 4,744 $622K 0.04% new 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: not reported; 2025Q3: not reported; 2025Q4: 1,234 shares; 2026Q1: 1,816 shares 1,816 $621K 0.04% +582 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES 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: not reported; 2025Q3: not reported; 2025Q4: 6,952 shares; 2026Q1: 6,808 shares 6,808 $619K 0.04% -144 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,087 shares; 2024Q4: 120,087 shares; 2025Q1: 120,087 shares; 2025Q2: 120,087 shares; 2025Q3: 120,087 shares; 2025Q4: 120,087 shares; 2026Q1: 120,087 shares 120,087 $612K 0.04% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 2,649 shares; 2025Q1: 3,410 shares; 2025Q2: 3,218 shares; 2025Q3: 3,677 shares; 2025Q4: 4,222 shares; 2026Q1: 3,816 shares 3,816 $612K 0.04% -406 Timeline MGA MAGNA INTL INC More: the full row for MAGNA 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: 6,053 shares; 2025Q4: 9,262 shares; 2026Q1: 10,917 shares 10,917 $609K 0.04% +1,655 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: 2,390 shares; 2026Q1: 4,642 shares 4,642 $608K 0.04% +2,252 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,160 shares; 2024Q4: 12,265 shares; 2025Q1: 12,265 shares; 2025Q2: 12,193 shares; 2025Q3: 12,193 shares; 2025Q4: 12,159 shares; 2026Q1: 12,159 shares 12,159 $604K 0.04% 0 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,592 shares; 2024Q4: 31,738 shares; 2025Q1: 33,566 shares; 2025Q2: 30,372 shares; 2025Q3: 29,458 shares; 2025Q4: 28,920 shares; 2026Q1: 28,109 shares 28,109 $603K 0.04% -811 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: 958 shares; 2024Q4: 890 shares; 2025Q1: 1,118 shares; 2025Q2: 1,272 shares; 2025Q3: 1,573 shares; 2025Q4: 1,820 shares; 2026Q1: 3,174 shares 3,174 $602K 0.04% +1,354 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,647 shares; 2025Q2: 23,686 shares; 2025Q3: 23,508 shares; 2025Q4: 23,715 shares; 2026Q1: 29,449 shares 29,449 $601K 0.04% +5,734 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,002 shares; 2024Q4: 3,535 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,025 shares; 2026Q1: 2,173 shares 2,173 $601K 0.04% +148 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: 3,643 shares; 2025Q3: 6,688 shares; 2025Q4: 8,131 shares; 2026Q1: 8,211 shares 8,211 $595K 0.04% +80 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,631 shares; 2025Q4: 3,775 shares; 2026Q1: 4,363 shares 4,363 $593K 0.04% +588 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,250 shares; 2025Q1: 1,575 shares; 2025Q2: 1,641 shares; 2025Q3: 2,020 shares; 2025Q4: 2,428 shares; 2026Q1: 2,858 shares 2,858 $589K 0.04% +430 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: 3,414 shares; 2024Q4: 3,777 shares; 2025Q1: 4,011 shares; 2025Q2: 3,979 shares; 2025Q3: 4,019 shares; 2025Q4: 4,300 shares; 2026Q1: 3,431 shares 3,431 $587K 0.04% -869 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: not reported; 2026Q1: 1,507 shares 1,507 $585K 0.04% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,791 shares; 2025Q1: 1,886 shares; 2025Q2: 1,745 shares; 2025Q3: 1,844 shares; 2025Q4: 2,627 shares; 2026Q1: 1,934 shares 1,934 $585K 0.04% -693 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 2,091 shares; 2025Q1: 2,295 shares; 2025Q2: 3,265 shares; 2025Q3: 2,433 shares; 2025Q4: 2,314 shares; 2026Q1: 1,862 shares 1,862 $585K 0.04% -452 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 847 shares; 2025Q1: 982 shares; 2025Q2: 572 shares; 2025Q3: 932 shares; 2025Q4: 1,094 shares; 2026Q1: 1,188 shares 1,188 $584K 0.04% +94 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,139 shares 2,139 $583K 0.04% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,191 shares; 2024Q4: 12,302 shares; 2025Q1: 12,031 shares; 2025Q2: 10,740 shares; 2025Q3: 10,500 shares; 2025Q4: 14,532 shares; 2026Q1: 14,299 shares 14,299 $576K 0.04% -233 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: 4,222 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,953 shares; 2026Q1: 9,769 shares 9,769 $574K 0.04% +3,816 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 935 shares; 2025Q3: 961 shares; 2025Q4: 972 shares; 2026Q1: 1,040 shares 1,040 $571K 0.04% +68 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,008 shares; 2025Q2: 13,377 shares; 2025Q3: 13,609 shares; 2025Q4: 15,401 shares; 2026Q1: 18,637 shares 18,637 $569K 0.04% +3,236 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,060 shares; 2025Q1: 2,060 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,706 shares 4,706 $569K 0.04% new 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: 943 shares; 2024Q4: 990 shares; 2025Q1: 1,026 shares; 2025Q2: 863 shares; 2025Q3: 777 shares; 2025Q4: 770 shares; 2026Q1: 767 shares 767 $566K 0.04% -3 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,988 shares; 2025Q3: 3,311 shares; 2025Q4: 3,309 shares; 2026Q1: 4,472 shares 4,472 $566K 0.04% +1,163 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,796 shares; 2025Q2: 12,626 shares; 2025Q3: 15,878 shares; 2025Q4: 17,519 shares; 2026Q1: 21,648 shares 21,648 $564K 0.03% +4,129 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,242 shares; 2025Q2: 6,816 shares; 2025Q3: 9,947 shares; 2025Q4: 11,228 shares; 2026Q1: 11,975 shares 11,975 $563K 0.03% +747 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,884 shares; 2025Q2: 4,862 shares; 2025Q3: 7,331 shares; 2025Q4: 8,531 shares; 2026Q1: 11,521 shares 11,521 $562K 0.03% +2,990 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,087 shares; 2024Q4: 5,360 shares; 2025Q1: 5,695 shares; 2025Q2: 5,708 shares; 2025Q3: 4,778 shares; 2025Q4: 4,817 shares; 2026Q1: 2,577 shares 2,577 $560K 0.03% -2,240 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: 1,497 shares; 2024Q4: 1,923 shares; 2025Q1: 1,649 shares; 2025Q2: 1,944 shares; 2025Q3: 2,098 shares; 2025Q4: 2,241 shares; 2026Q1: 2,812 shares 2,812 $560K 0.03% +571 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,166 shares 44,166 $559K 0.03% new Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,956 shares; 2025Q4: 4,188 shares; 2026Q1: 5,740 shares 5,740 $559K 0.03% +1,552 Timeline ECL ECOLAB INC More: the full row for ECOLAB 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: 1,032 shares; 2026Q1: 2,087 shares 2,087 $555K 0.03% +1,055 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,718 shares; 2024Q4: 2,786 shares; 2025Q1: 3,499 shares; 2025Q2: 3,050 shares; 2025Q3: 4,122 shares; 2025Q4: 4,563 shares; 2026Q1: 4,677 shares 4,677 $555K 0.03% +114 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: 10,117 shares; 2026Q1: 14,071 shares 14,071 $549K 0.03% +3,954 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: 1,256 shares; 2025Q3: 1,586 shares; 2025Q4: 1,873 shares; 2026Q1: 2,195 shares 2,195 $549K 0.03% +322 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,903 shares; 2024Q4: 11,906 shares; 2025Q1: 11,906 shares; 2025Q2: 11,906 shares; 2025Q3: 11,906 shares; 2025Q4: 11,872 shares; 2026Q1: 11,872 shares 11,872 $548K 0.03% 0 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,650 shares 7,650 $547K 0.03% new 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: not reported; 2025Q4: not reported; 2026Q1: 3,411 shares 3,411 $536K 0.03% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 1,064 shares; 2025Q1: 1,193 shares; 2025Q2: 2,061 shares; 2025Q3: 1,066 shares; 2025Q4: 1,497 shares; 2026Q1: 2,868 shares 2,868 $535K 0.03% +1,371 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 809 shares; 2025Q1: 875 shares; 2025Q2: 860 shares; 2025Q3: 897 shares; 2025Q4: 1,062 shares; 2026Q1: 1,625 shares 1,625 $534K 0.03% +563 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,623 shares; 2025Q3: 7,733 shares; 2025Q4: 7,576 shares; 2026Q1: 7,607 shares 7,607 $534K 0.03% +31 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,410 shares; 2025Q2: 2,724 shares; 2025Q3: 3,201 shares; 2025Q4: 3,175 shares; 2026Q1: 4,061 shares 4,061 $532K 0.03% +886 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,160 shares; 2024Q4: 12,152 shares; 2025Q1: 12,072 shares; 2025Q2: 11,670 shares; 2025Q3: 11,606 shares; 2025Q4: 11,566 shares; 2026Q1: 11,549 shares 11,549 $530K 0.03% -17 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 3,168 shares; 2025Q1: 3,193 shares; 2025Q2: 2,959 shares; 2025Q3: 2,867 shares; 2025Q4: 2,501 shares; 2026Q1: 2,671 shares 2,671 $530K 0.03% +170 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: 4,731 shares; 2025Q3: 5,921 shares; 2025Q4: 6,504 shares; 2026Q1: 5,745 shares 5,745 $529K 0.03% -759 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,370 shares; 2025Q1: 1,732 shares; 2025Q2: 2,246 shares; 2025Q3: 3,070 shares; 2025Q4: 2,719 shares; 2026Q1: 2,535 shares 2,535 $527K 0.03% -184 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,797 shares; 2025Q1: 6,221 shares; 2025Q2: 3,575 shares; 2025Q3: 3,552 shares; 2025Q4: 3,551 shares; 2026Q1: 3,601 shares 3,601 $523K 0.03% +50 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: 5,487 shares; 2024Q4: 5,487 shares; 2025Q1: 5,487 shares; 2025Q2: 8,608 shares; 2025Q3: 8,420 shares; 2025Q4: 8,420 shares; 2026Q1: 8,322 shares 8,322 $520K 0.03% -98 Timeline EFAV 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: 3,048 shares; 2024Q4: 3,408 shares; 2025Q1: 3,545 shares; 2025Q2: 3,722 shares; 2025Q3: 3,962 shares; 2025Q4: 4,331 shares; 2026Q1: 5,676 shares 5,676 $519K 0.03% +1,345 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,053 shares; 2024Q4: not reported; 2025Q1: 7,463 shares; 2025Q2: 6,579 shares; 2025Q3: 7,264 shares; 2025Q4: 7,643 shares; 2026Q1: 9,280 shares 9,280 $512K 0.03% +1,637 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,124 shares; 2024Q4: 8,104 shares; 2025Q1: 8,338 shares; 2025Q2: 7,034 shares; 2025Q3: 6,548 shares; 2025Q4: 7,025 shares; 2026Q1: 8,362 shares 8,362 $510K 0.03% +1,337 Timeline DHI D R HORTON INC More: the full row for D R HORTON 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: 1,591 shares; 2025Q4: 3,389 shares; 2026Q1: 3,686 shares 3,686 $506K 0.03% +297 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,105 shares; 2025Q4: 5,946 shares; 2026Q1: 5,953 shares 5,953 $505K 0.03% +7 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,234 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,703 shares; 2025Q3: 28,937 shares; 2025Q4: 45,968 shares; 2026Q1: 44,012 shares 44,012 $503K 0.03% -1,956 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,771 shares; 2024Q4: 13,340 shares; 2025Q1: 14,573 shares; 2025Q2: 13,624 shares; 2025Q3: 14,144 shares; 2025Q4: 14,421 shares; 2026Q1: 14,605 shares 14,605 $503K 0.03% +184 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,614 shares; 2024Q4: 25,483 shares; 2025Q1: 12,918 shares; 2025Q2: 24,671 shares; 2025Q3: 24,956 shares; 2025Q4: 24,210 shares; 2026Q1: 20,810 shares 20,810 $495K 0.03% -3,400 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,146 shares; 2024Q4: 4,265 shares; 2025Q1: 4,586 shares; 2025Q2: 4,764 shares; 2025Q3: 6,175 shares; 2025Q4: 5,085 shares; 2026Q1: 5,295 shares 5,295 $494K 0.03% +210 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: not reported; 2026Q1: 13,027 shares 13,027 $493K 0.03% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,590 shares; 2025Q2: 10,761 shares; 2025Q3: 19,011 shares; 2025Q4: 19,207 shares; 2026Q1: 24,704 shares 24,704 $488K 0.03% +5,497 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,370 shares; 2025Q3: 18,370 shares; 2025Q4: 18,615 shares; 2026Q1: 24,752 shares 24,752 $486K 0.03% +6,137 Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 3,328 shares; 2025Q3: 4,279 shares; 2025Q4: 4,757 shares; 2026Q1: 3,822 shares 3,822 $481K 0.03% -935 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: 7,667 shares; 2026Q1: 8,428 shares 8,428 $480K 0.03% +761 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,528 shares; 2024Q4: 5,551 shares; 2025Q1: 5,528 shares; 2025Q2: 4,709 shares; 2025Q3: 4,695 shares; 2025Q4: 4,835 shares; 2026Q1: 5,288 shares 5,288 $479K 0.03% +453 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,434 shares; 2025Q1: 2,434 shares; 2025Q2: 2,404 shares; 2025Q3: 2,373 shares; 2025Q4: 4,378 shares; 2026Q1: 4,378 shares 4,378 $477K 0.03% 0 Timeline EFXT ENERFLEX LTD More: the full row for ENERFLEX 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: 14,063 shares; 2025Q4: 20,165 shares; 2026Q1: 22,587 shares 22,587 $473K 0.03% +2,422 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES 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: 1,843 shares; 2025Q4: 2,042 shares; 2026Q1: 2,327 shares 2,327 $472K 0.03% +285 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: 11,072 shares; 2025Q1: 20,057 shares; 2025Q2: 30,163 shares; 2025Q3: 31,857 shares; 2025Q4: 34,423 shares; 2026Q1: 22,787 shares 22,787 $472K 0.03% -11,636 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,878 shares; 2025Q1: 2,004 shares; 2025Q2: 1,714 shares; 2025Q3: 1,698 shares; 2025Q4: 1,924 shares; 2026Q1: 2,213 shares 2,213 $457K 0.03% +289 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: 486 shares; 2024Q4: 438 shares; 2025Q1: 492 shares; 2025Q2: 888 shares; 2025Q3: 650 shares; 2025Q4: 843 shares; 2026Q1: 1,058 shares 1,058 $457K 0.03% +215 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO 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: not reported; 2025Q4: not reported; 2026Q1: 21,081 shares 21,081 $457K 0.03% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: 3,941 shares; 2025Q1: 3,934 shares; 2025Q2: 3,899 shares; 2025Q3: 4,006 shares; 2025Q4: 4,820 shares; 2026Q1: 5,049 shares 5,049 $456K 0.03% +229 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,457 shares 1,457 $455K 0.03% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,085 shares; 2024Q4: 5,303 shares; 2025Q1: 3,876 shares; 2025Q2: 2,075 shares; 2025Q3: 1,481 shares; 2025Q4: 1,277 shares; 2026Q1: 1,139 shares 1,139 $453K 0.03% -138 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: 767 shares; 2025Q1: 838 shares; 2025Q2: 1,274 shares; 2025Q3: 1,263 shares; 2025Q4: 1,297 shares; 2026Q1: 1,385 shares 1,385 $451K 0.03% +88 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,141 shares; 2024Q4: 8,141 shares; 2025Q1: 8,141 shares; 2025Q2: 8,141 shares; 2025Q3: 8,526 shares; 2025Q4: 8,539 shares; 2026Q1: 8,539 shares 8,539 $451K 0.03% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,111 shares 2,111 $446K 0.03% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 4,595 shares; 2025Q1: 3,763 shares; 2025Q2: 2,146 shares; 2025Q3: 2,472 shares; 2025Q4: 2,301 shares; 2026Q1: 2,710 shares 2,710 $445K 0.03% +409 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: 1,569 shares; 2024Q4: 1,770 shares; 2025Q1: 1,948 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,370 shares; 2026Q1: 4,500 shares 4,500 $443K 0.03% +1,130 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,456 shares; 2025Q3: 10,462 shares; 2025Q4: 10,470 shares; 2026Q1: 10,487 shares 10,487 $440K 0.03% +17 Timeline TIMB TIM S A More: the full row for TIM S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,134 shares; 2025Q3: 14,761 shares; 2025Q4: 15,767 shares; 2026Q1: 16,554 shares 16,554 $439K 0.03% +787 Timeline VXF 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: 1,001 shares; 2025Q4: not reported; 2026Q1: 2,119 shares 2,119 $436K 0.03% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 1,023 shares; 2025Q1: 1,100 shares; 2025Q2: 1,122 shares; 2025Q3: 1,200 shares; 2025Q4: 1,101 shares; 2026Q1: 892 shares 892 $433K 0.03% -209 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 600 shares; 2025Q1: 576 shares; 2025Q2: 434 shares; 2025Q3: 430 shares; 2025Q4: 404 shares; 2026Q1: 403 shares 403 $430K 0.03% -1 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,663 shares; 2024Q4: 27,608 shares; 2025Q1: 29,313 shares; 2025Q2: 22,502 shares; 2025Q3: 24,473 shares; 2025Q4: 26,041 shares; 2026Q1: 28,513 shares 28,513 $428K 0.03% +2,472 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,365 shares 2,365 $425K 0.03% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND 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: 5,783 shares 5,783 $420K 0.03% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,142 shares 3,142 $418K 0.03% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,151 shares 1,151 $413K 0.03% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,469 shares; 2025Q1: 1,725 shares; 2025Q2: 1,680 shares; 2025Q3: 1,848 shares; 2025Q4: 1,578 shares; 2026Q1: 1,958 shares 1,958 $411K 0.03% +380 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,582 shares; 2025Q1: 3,363 shares; 2025Q2: 6,328 shares; 2025Q3: 5,614 shares; 2025Q4: 5,677 shares; 2026Q1: 5,813 shares 5,813 $411K 0.03% +136 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,363 shares; 2025Q2: 8,356 shares; 2025Q3: 8,235 shares; 2025Q4: 6,651 shares; 2026Q1: 7,976 shares 7,976 $410K 0.03% +1,325 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,312 shares; 2025Q1: 4,312 shares; 2025Q2: 4,515 shares; 2025Q3: 4,718 shares; 2025Q4: 4,280 shares; 2026Q1: 8,266 shares 8,266 $408K 0.03% +3,986 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,124 shares; 2025Q1: 27,488 shares; 2025Q2: 32,024 shares; 2025Q3: 33,008 shares; 2025Q4: 36,744 shares; 2026Q1: 36,101 shares 36,101 $407K 0.03% -643 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,609 shares; 2025Q1: not reported; 2025Q2: 2,744 shares; 2025Q3: 3,491 shares; 2025Q4: 3,678 shares; 2026Q1: 5,649 shares 5,649 $406K 0.03% +1,971 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,652 shares; 2025Q2: 3,276 shares; 2025Q3: 3,486 shares; 2025Q4: 3,359 shares; 2026Q1: 2,987 shares 2,987 $405K 0.03% -372 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: 258 shares; 2024Q4: 316 shares; 2025Q1: 371 shares; 2025Q2: 369 shares; 2025Q3: 435 shares; 2025Q4: 2,552 shares; 2026Q1: 3,834 shares 3,834 $401K 0.02% +1,282 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: 2,468 shares; 2024Q4: 2,541 shares; 2025Q1: 2,889 shares; 2025Q2: 2,608 shares; 2025Q3: 2,569 shares; 2025Q4: 2,635 shares; 2026Q1: 3,283 shares 3,283 $398K 0.02% +648 Timeline WB WEIBO CORP More: the full row for WEIBO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,527 shares; 2025Q2: 20,455 shares; 2025Q3: 26,367 shares; 2025Q4: 50,418 shares; 2026Q1: 45,353 shares 45,353 $397K 0.02% -5,065 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: 12,625 shares; 2024Q4: 13,973 shares; 2025Q1: 21,135 shares; 2025Q2: 20,125 shares; 2025Q3: 34,767 shares; 2025Q4: 43,255 shares; 2026Q1: 49,358 shares 49,358 $392K 0.02% +6,103 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,141 shares; 2025Q1: 1,320 shares; 2025Q2: 1,837 shares; 2025Q3: 1,257 shares; 2025Q4: 1,205 shares; 2026Q1: 1,376 shares 1,376 $390K 0.02% +171 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: 2,311 shares; 2025Q4: 3,155 shares; 2026Q1: 3,495 shares 3,495 $387K 0.02% +340 Timeline BPOP POPULAR INC More: the full row for POPULAR 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: 2,078 shares; 2025Q3: 2,424 shares; 2025Q4: 2,350 shares; 2026Q1: 2,879 shares 2,879 $386K 0.02% +529 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: 3,342 shares; 2024Q4: 2,682 shares; 2025Q1: 3,232 shares; 2025Q2: 3,490 shares; 2025Q3: 3,757 shares; 2025Q4: 2,752 shares; 2026Q1: 1,589 shares 1,589 $386K 0.02% -1,163 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,532 shares; 2025Q4: 3,715 shares; 2026Q1: 4,136 shares 4,136 $386K 0.02% +421 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: 4,211 shares; 2024Q4: 4,842 shares; 2025Q1: 5,709 shares; 2025Q2: 6,846 shares; 2025Q3: 5,436 shares; 2025Q4: 3,368 shares; 2026Q1: 4,179 shares 4,179 $385K 0.02% +811 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,242 shares; 2025Q1: 1,293 shares; 2025Q2: 2,482 shares; 2025Q3: 1,634 shares; 2025Q4: 1,605 shares; 2026Q1: 2,269 shares 2,269 $384K 0.02% +664 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 825 shares; 2026Q1: 826 shares 826 $383K 0.02% +1 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,823 shares; 2025Q1: not reported; 2025Q2: 14,572 shares; 2025Q3: 16,586 shares; 2025Q4: not reported; 2026Q1: 13,061 shares 13,061 $383K 0.02% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN 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: 313 shares; 2025Q4: 332 shares; 2026Q1: 425 shares 425 $380K 0.02% +93 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: not reported; 2025Q3: not reported; 2025Q4: 3,911 shares; 2026Q1: 5,680 shares 5,680 $378K 0.02% +1,769 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,704 shares; 2024Q4: 3,925 shares; 2025Q1: 3,925 shares; 2025Q2: 4,417 shares; 2025Q3: 4,104 shares; 2025Q4: 3,887 shares; 2026Q1: 3,887 shares 3,887 $378K 0.02% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,691 shares; 2024Q4: 47,691 shares; 2025Q1: 25,398 shares; 2025Q2: 22,679 shares; 2025Q3: 16,212 shares; 2025Q4: not reported; 2026Q1: 20,873 shares 20,873 $376K 0.02% new 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: 860 shares; 2025Q2: 1,466 shares; 2025Q3: 1,558 shares; 2025Q4: 1,258 shares; 2026Q1: 1,499 shares 1,499 $372K 0.02% +241 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,144 shares; 2025Q1: 977 shares; 2025Q2: 1,126 shares; 2025Q3: not reported; 2025Q4: 1,237 shares; 2026Q1: 2,154 shares 2,154 $372K 0.02% +917 Timeline JOYY JOYY INC More: the full row for JOYY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,180 shares; 2025Q2: 6,524 shares; 2025Q3: 6,790 shares; 2025Q4: 6,527 shares; 2026Q1: 6,250 shares 6,250 $365K 0.02% -277 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 2,797 shares; 2025Q1: 2,797 shares; 2025Q2: 2,797 shares; 2025Q3: 2,797 shares; 2025Q4: 2,797 shares; 2026Q1: 2,797 shares 2,797 $364K 0.02% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 581 shares; 2025Q1: 664 shares; 2025Q2: 642 shares; 2025Q3: 1,065 shares; 2025Q4: 1,095 shares; 2026Q1: 833 shares 833 $364K 0.02% -262 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,665 shares; 2025Q3: 7,665 shares; 2025Q4: 7,775 shares; 2026Q1: 7,829 shares 7,829 $362K 0.02% +54 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 2,876 shares; 2026Q1: 4,264 shares 4,264 $361K 0.02% +1,388 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 486 shares; 2025Q4: 821 shares; 2026Q1: 923 shares 923 $360K 0.02% +102 Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 582 shares; 2025Q4: 729 shares; 2026Q1: 992 shares 992 $360K 0.02% +263 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,836 shares; 2024Q4: 5,522 shares; 2025Q1: 2,617 shares; 2025Q2: not reported; 2025Q3: 2,595 shares; 2025Q4: not reported; 2026Q1: 2,756 shares 2,756 $358K 0.02% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 851 shares; 2025Q2: 793 shares; 2025Q3: 938 shares; 2025Q4: 943 shares; 2026Q1: 1,241 shares 1,241 $356K 0.02% +298 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: 3,967 shares; 2025Q2: 3,019 shares; 2025Q3: 4,731 shares; 2025Q4: 6,884 shares; 2026Q1: 4,953 shares 4,953 $356K 0.02% -1,931 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,097 shares; 2025Q1: 1,227 shares; 2025Q2: 1,214 shares; 2025Q3: 1,290 shares; 2025Q4: 1,347 shares; 2026Q1: 1,273 shares 1,273 $355K 0.02% -74 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO 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: 1,727 shares; 2025Q4: not reported; 2026Q1: 3,409 shares 3,409 $353K 0.02% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,208 shares; 2025Q1: 1,132 shares; 2025Q2: 1,018 shares; 2025Q3: 921 shares; 2025Q4: 921 shares; 2026Q1: 921 shares 921 $353K 0.02% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,355 shares; 2024Q4: 47,099 shares; 2025Q1: 66,070 shares; 2025Q2: 84,743 shares; 2025Q3: 49,543 shares; 2025Q4: 43,705 shares; 2026Q1: 34,900 shares 34,900 $349K 0.02% -8,805 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: 9,427 shares; 2024Q4: 9,447 shares; 2025Q1: 8,533 shares; 2025Q2: 8,449 shares; 2025Q3: 1,550 shares; 2025Q4: 1,582 shares; 2026Q1: 1,080 shares 1,080 $349K 0.02% -502 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 975 shares 975 $348K 0.02% new Timeline VEU 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: 3,254 shares; 2024Q4: not reported; 2025Q1: 3,423 shares; 2025Q2: 3,395 shares; 2025Q3: 3,392 shares; 2025Q4: 3,361 shares; 2026Q1: 4,626 shares 4,626 $347K 0.02% +1,265 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,091 shares; 2024Q4: 40,696 shares; 2025Q1: 41,258 shares; 2025Q2: 36,405 shares; 2025Q3: 36,405 shares; 2025Q4: 37,305 shares; 2026Q1: 34,125 shares 34,125 $347K 0.02% -3,180 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 506 shares 506 $345K 0.02% new 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; 2024Q2: restricted; 2024Q3: 5,112 shares; 2024Q4: 10,257 shares; 2025Q1: 10,849 shares; 2025Q2: 11,755 shares; 2025Q3: 11,739 shares; 2025Q4: 11,818 shares; 2026Q1: 11,859 shares 11,859 $345K 0.02% +41 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: 712 shares; 2024Q4: 717 shares; 2025Q1: 721 shares; 2025Q2: 1,227 shares; 2025Q3: 719 shares; 2025Q4: 853 shares; 2026Q1: 775 shares 775 $344K 0.02% -78 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,441 shares; 2024Q4: 2,299 shares; 2025Q1: 2,858 shares; 2025Q2: 2,902 shares; 2025Q3: 1,869 shares; 2025Q4: 1,897 shares; 2026Q1: 1,806 shares 1,806 $343K 0.02% -91 Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 1,959 shares; 2025Q4: 2,957 shares; 2026Q1: 3,035 shares 3,035 $338K 0.02% +78 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,035 shares 4,035 $338K 0.02% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,180 shares; 2025Q3: 1,058 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares 1,022 $336K 0.02% 0 Timeline CGAU CENTERRA GOLD INC More: the full row for CENTERRA GOLD 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: 15,405 shares; 2025Q3: 15,405 shares; 2025Q4: 15,405 shares; 2026Q1: 18,797 shares 18,797 $334K 0.02% +3,392 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,925 shares 1,925 $333K 0.02% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG 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: 3,580 shares 3,580 $330K 0.02% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,944 shares; 2025Q1: 2,078 shares; 2025Q2: 2,195 shares; 2025Q3: 2,215 shares; 2025Q4: 2,361 shares; 2026Q1: 2,367 shares 2,367 $329K 0.02% +6 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,298 shares; 2026Q1: 3,715 shares 3,715 $329K 0.02% +1,417 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 5,600 shares; 2025Q3: 5,928 shares; 2025Q4: 8,096 shares; 2026Q1: 8,108 shares 8,108 $328K 0.02% +12 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF 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: 2,485 shares; 2026Q1: 3,462 shares 3,462 $328K 0.02% +977 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,066 shares 3,066 $325K 0.02% new Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,348 shares; 2024Q4: 7,276 shares; 2025Q1: 7,276 shares; 2025Q2: 6,174 shares; 2025Q3: 6,166 shares; 2025Q4: 6,095 shares; 2026Q1: 6,084 shares 6,084 $324K 0.02% -11 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,254 shares; 2025Q1: 1,232 shares; 2025Q2: not reported; 2025Q3: 1,873 shares; 2025Q4: not reported; 2026Q1: 1,671 shares 1,671 $324K 0.02% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to 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: 6,199 shares; 2026Q1: 6,645 shares 6,645 $324K 0.02% +446 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: not reported; 2025Q4: 2,101 shares; 2026Q1: 3,207 shares 3,207 $322K 0.02% +1,106 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,866 shares; 2025Q4: 2,005 shares; 2026Q1: 2,354 shares 2,354 $319K 0.02% +349 Timeline FER FERROVIAL NV More: the full row for FERROVIAL 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: 4,268 shares; 2025Q4: 5,460 shares; 2026Q1: 4,847 shares 4,847 $315K 0.02% -613 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: 4,570 shares; 2025Q4: 9,314 shares; 2026Q1: 6,857 shares 6,857 $315K 0.02% -2,457 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,302 shares; 2024Q4: 7,176 shares; 2025Q1: 7,176 shares; 2025Q2: 7,101 shares; 2025Q3: 7,076 shares; 2025Q4: 7,007 shares; 2026Q1: 6,972 shares 6,972 $313K 0.02% -35 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE 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: 3,569 shares; 2025Q4: 4,372 shares; 2026Q1: 4,478 shares 4,478 $310K 0.02% +106 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS 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: 5,647 shares; 2026Q1: 5,349 shares 5,349 $309K 0.02% -298 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to 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: 3,893 shares 3,893 $306K 0.02% new Timeline IGM 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: 3,954 shares; 2024Q4: 3,954 shares; 2025Q1: 3,954 shares; 2025Q2: 3,954 shares; 2025Q3: 3,916 shares; 2025Q4: 3,559 shares; 2026Q1: 2,580 shares 2,580 $306K 0.02% -979 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS 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: 1,063 shares; 2026Q1: 1,064 shares 1,064 $305K 0.02% +1 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,637 shares; 2025Q2: 17,651 shares; 2025Q3: 29,312 shares; 2025Q4: 23,014 shares; 2026Q1: 13,532 shares 13,532 $304K 0.02% -9,482 Timeline CYD CHINA YUCHAI INTL LTD More: the full row for CHINA YUCHAI INTL 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: not reported; 2025Q4: not reported; 2026Q1: 7,867 shares 7,867 $303K 0.02% new Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,527 shares; 2025Q4: 2,643 shares; 2026Q1: 2,584 shares 2,584 $302K 0.02% -59 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY 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: 3,652 shares; 2026Q1: 4,761 shares 4,761 $298K 0.02% +1,109 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to 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 $297K 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: 12,167 shares; 2025Q4: 11,044 shares; 2026Q1: 15,932 shares 15,932 $295K 0.02% +4,888 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: not reported; 2025Q4: not reported; 2026Q1: 5,460 shares 5,460 $294K 0.02% new Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,846 shares; 2025Q4: 7,892 shares; 2026Q1: 7,892 shares 7,892 $294K 0.02% 0 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: 1,391 shares; 2025Q1: not reported; 2025Q2: 1,768 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,353 shares 1,353 $293K 0.02% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,649 shares; 2024Q4: 20,160 shares; 2025Q1: 15,030 shares; 2025Q2: 8,999 shares; 2025Q3: 7,662 shares; 2025Q4: 5,786 shares; 2026Q1: 7,965 shares 7,965 $293K 0.02% +2,179 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE 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: 2,464 shares; 2026Q1: 3,775 shares 3,775 $291K 0.02% +1,311 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 2,484 shares; 2025Q1: 2,720 shares; 2025Q2: 2,223 shares; 2025Q3: 1,610 shares; 2025Q4: 1,616 shares; 2026Q1: 1,616 shares 1,616 $291K 0.02% 0 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS 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: 5,752 shares; 2025Q4: 5,295 shares; 2026Q1: 5,144 shares 5,144 $291K 0.02% -151 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: 7,697 shares; 2025Q3: 8,303 shares; 2025Q4: 8,340 shares; 2026Q1: 8,634 shares 8,634 $289K 0.02% +294 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,301 shares; 2025Q2: 3,462 shares; 2025Q3: 5,075 shares; 2025Q4: 4,720 shares; 2026Q1: 3,524 shares 3,524 $288K 0.02% -1,196 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,081 shares; 2026Q1: 1,246 shares 1,246 $287K 0.02% +165 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,230 shares; 2024Q4: not reported; 2025Q1: 15,166 shares; 2025Q2: 25,790 shares; 2025Q3: 26,103 shares; 2025Q4: 26,776 shares; 2026Q1: 34,235 shares 34,235 $287K 0.02% +7,459 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL 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: 7,914 shares; 2026Q1: 10,055 shares 10,055 $286K 0.02% +2,141 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: not reported; 2025Q4: not reported; 2026Q1: 444 shares 444 $282K 0.02% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN 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: 549 shares; 2025Q3: not reported; 2025Q4: 374 shares; 2026Q1: 387 shares 387 $282K 0.02% +13 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,011 shares; 2025Q3: 3,772 shares; 2025Q4: 3,353 shares; 2026Q1: 4,030 shares 4,030 $280K 0.02% +677 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,097 shares 3,097 $279K 0.02% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL 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: 373 shares; 2025Q3: not reported; 2025Q4: 563 shares; 2026Q1: 605 shares 605 $279K 0.02% +42 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,315 shares; 2024Q4: 6,472 shares; 2025Q1: 6,472 shares; 2025Q2: 6,433 shares; 2025Q3: 6,433 shares; 2025Q4: 6,433 shares; 2026Q1: 6,433 shares 6,433 $278K 0.02% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,724 shares 11,724 $278K 0.02% new Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,664 shares; 2024Q4: 7,659 shares; 2025Q1: 7,659 shares; 2025Q2: 7,659 shares; 2025Q3: 7,659 shares; 2025Q4: 7,631 shares; 2026Q1: 7,631 shares 7,631 $277K 0.02% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 44 shares; 2025Q1: 43 shares; 2025Q2: 39 shares; 2025Q3: 37 shares; 2025Q4: 43 shares; 2026Q1: 42 shares 42 $277K 0.02% -1 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,919 shares; 2024Q4: 3,862 shares; 2025Q1: 3,946 shares; 2025Q2: 3,971 shares; 2025Q3: 3,924 shares; 2025Q4: 4,039 shares; 2026Q1: 4,051 shares 4,051 $275K 0.02% +12 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,430 shares; 2025Q1: 9,695 shares; 2025Q2: 9,669 shares; 2025Q3: 10,618 shares; 2025Q4: 6,882 shares; 2026Q1: 2,390 shares 2,390 $275K 0.02% -4,492 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 928 shares; 2025Q3: 894 shares; 2025Q4: 806 shares; 2026Q1: 906 shares 906 $274K 0.02% +100 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,808 shares; 2024Q4: 8,808 shares; 2025Q1: 8,808 shares; 2025Q2: 5,852 shares; 2025Q3: 5,852 shares; 2025Q4: 5,852 shares; 2026Q1: 5,852 shares 5,852 $274K 0.02% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,161 shares; 2025Q3: 2,246 shares; 2025Q4: 1,922 shares; 2026Q1: 1,980 shares 1,980 $272K 0.02% +58 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: not reported; 2025Q4: not reported; 2026Q1: 3,365 shares 3,365 $271K 0.02% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,196 shares; 2025Q1: 1,212 shares; 2025Q2: 1,226 shares; 2025Q3: 1,216 shares; 2025Q4: 1,269 shares; 2026Q1: 1,242 shares 1,242 $269K 0.02% -27 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,038 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,144 shares; 2026Q1: 1,349 shares 1,349 $267K 0.02% +205 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 673 shares; 2025Q1: 666 shares; 2025Q2: 1,146 shares; 2025Q3: 618 shares; 2025Q4: 583 shares; 2026Q1: 612 shares 612 $266K 0.02% +29 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,071 shares; 2024Q4: 4,422 shares; 2025Q1: 4,559 shares; 2025Q2: 3,534 shares; 2025Q3: 3,840 shares; 2025Q4: 5,831 shares; 2026Q1: 5,016 shares 5,016 $265K 0.02% -815 Timeline BBHL BBH TR More: the full row for BBH 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: 17,609 shares; 2026Q1: 17,609 shares 17,609 $264K 0.02% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,069 shares; 2024Q4: 3,147 shares; 2025Q1: 3,569 shares; 2025Q2: 3,409 shares; 2025Q3: 3,305 shares; 2025Q4: 3,372 shares; 2026Q1: 3,503 shares 3,503 $264K 0.02% +131 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,419 shares 6,419 $264K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,887 shares; 2026Q1: 22,684 shares 22,684 $262K 0.02% +6,797 Timeline