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: 105,265 shares; 2024Q4: 101,488 shares; 2025Q1: 105,146 shares; 2025Q2: 82,796 shares; 2025Q3: 79,246 shares; 2025Q4: 79,489 shares; 2026Q1: 80,826 shares 80,826 $52.8M 5.94% +1,337 Timeline GSUS 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: not reported; 2025Q2: 108,039 shares; 2025Q3: 293,930 shares; 2025Q4: 299,221 shares; 2026Q1: 287,913 shares 287,913 $25.8M 2.9% -11,308 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: 42,807 shares; 2024Q4: 42,401 shares; 2025Q1: 39,147 shares; 2025Q2: 38,995 shares; 2025Q3: 38,995 shares; 2025Q4: 38,914 shares; 2026Q1: 36,809 shares 36,809 $25.7M 2.89% -2,105 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: 98,882 shares; 2024Q4: 99,855 shares; 2025Q1: 93,290 shares; 2025Q2: 98,123 shares; 2025Q3: 100,395 shares; 2025Q4: 106,457 shares; 2026Q1: 122,955 shares 122,955 $21.4M 2.41% +16,498 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: 77,855 shares; 2024Q4: 77,807 shares; 2025Q1: 75,543 shares; 2025Q2: 72,915 shares; 2025Q3: 75,631 shares; 2025Q4: 76,884 shares; 2026Q1: 84,275 shares 84,275 $21.4M 2.41% +7,391 Timeline GCOR 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: not reported; 2025Q2: 119,755 shares; 2025Q3: 163,820 shares; 2025Q4: 180,582 shares; 2026Q1: 488,803 shares 488,803 $20.2M 2.27% +308,221 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: 107,904 shares; 2024Q4: 108,864 shares; 2025Q1: 128,199 shares; 2025Q2: 117,722 shares; 2025Q3: 100,199 shares; 2025Q4: 90,974 shares; 2026Q1: 90,452 shares 90,452 $17.3M 1.95% -522 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: 42,847 shares; 2024Q4: 42,829 shares; 2025Q1: 41,982 shares; 2025Q2: 43,151 shares; 2025Q3: 43,001 shares; 2025Q4: 44,549 shares; 2026Q1: 46,839 shares 46,839 $17.3M 1.95% +2,290 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: 264,233 shares; 2024Q4: 259,473 shares; 2025Q1: 263,777 shares; 2025Q2: 305,810 shares; 2025Q3: 245,236 shares; 2025Q4: 238,679 shares; 2026Q1: 233,006 shares 233,006 $17.3M 1.95% -5,673 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: 56,839 shares; 2024Q4: 60,244 shares; 2025Q1: 61,232 shares; 2025Q2: 68,218 shares; 2025Q3: 62,557 shares; 2025Q4: 74,241 shares; 2026Q1: 136,864 shares 136,864 $14.5M 1.63% +62,623 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,649 shares; 2024Q4: 133,457 shares; 2025Q1: 172,830 shares; 2025Q2: 197,865 shares; 2025Q3: 162,638 shares; 2025Q4: 174,587 shares; 2026Q1: 142,769 shares 142,769 $14.3M 1.61% -31,818 Timeline OEF 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: 46,683 shares; 2024Q4: 46,806 shares; 2025Q1: 54,555 shares; 2025Q2: 56,671 shares; 2025Q3: 61,981 shares; 2025Q4: 62,792 shares; 2026Q1: 42,455 shares 42,455 $13.5M 1.52% -20,337 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,446 shares; 2024Q4: 129,448 shares; 2025Q1: 151,255 shares; 2025Q2: 130,769 shares; 2025Q3: 112,945 shares; 2025Q4: 114,708 shares; 2026Q1: 113,101 shares 113,101 $12.8M 1.44% -1,607 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: 39,749 shares; 2024Q4: 41,055 shares; 2025Q1: 80,408 shares; 2025Q2: 132,687 shares; 2025Q3: 126,174 shares; 2025Q4: 176,629 shares; 2026Q1: 168,454 shares 168,454 $11.7M 1.32% -8,175 Timeline USFR 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: 102,780 shares; 2024Q4: 255,798 shares; 2025Q1: 134,587 shares; 2025Q2: 81,172 shares; 2025Q3: 140,637 shares; 2025Q4: 164,309 shares; 2026Q1: 211,979 shares 211,979 $10.7M 1.2% +47,670 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: 28,924 shares; 2024Q4: 29,690 shares; 2025Q1: 47,328 shares; 2025Q2: 48,595 shares; 2025Q3: 41,823 shares; 2025Q4: 53,431 shares; 2026Q1: 49,609 shares 49,609 $10.5M 1.18% -3,822 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,897 shares; 2025Q3: 261,097 shares; 2025Q4: 240,094 shares; 2026Q1: 242,269 shares 242,269 $10.4M 1.18% +2,175 Timeline ESGU 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: 76,645 shares; 2024Q4: 76,453 shares; 2025Q1: 76,084 shares; 2025Q2: 76,284 shares; 2025Q3: 75,997 shares; 2025Q4: 74,699 shares; 2026Q1: 73,206 shares 73,206 $10.4M 1.16% -1,493 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: 130,430 shares; 2024Q4: 138,248 shares; 2025Q1: 110,801 shares; 2025Q2: 96,649 shares; 2025Q3: 69,357 shares; 2025Q4: 60,619 shares; 2026Q1: 91,069 shares 91,069 $10.1M 1.14% +30,450 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: 42,605 shares; 2024Q4: 42,160 shares; 2025Q1: 32,477 shares; 2025Q2: 32,509 shares; 2025Q3: 29,755 shares; 2025Q4: 30,040 shares; 2026Q1: 31,320 shares 31,320 $9.69M 1.09% +1,280 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: 29,552 shares; 2024Q4: 31,212 shares; 2025Q1: 32,452 shares; 2025Q2: 32,924 shares; 2025Q3: 34,391 shares; 2025Q4: 37,152 shares; 2026Q1: 46,352 shares 46,352 $9.65M 1.09% +9,200 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: 191,301 shares; 2024Q4: 196,478 shares; 2025Q1: 207,169 shares; 2025Q2: 201,847 shares; 2025Q3: 202,960 shares; 2025Q4: 202,480 shares; 2026Q1: 189,547 shares 189,547 $9.46M 1.06% -12,933 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,830 shares; 2024Q4: 169,024 shares; 2025Q1: 206,264 shares; 2025Q2: 175,031 shares; 2025Q3: 172,849 shares; 2025Q4: 179,794 shares; 2026Q1: 151,032 shares 151,032 $8.79M 0.99% -28,762 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,170 shares; 2025Q3: 63,086 shares; 2025Q4: 62,948 shares; 2026Q1: 68,586 shares 68,586 $8.58M 0.97% +5,638 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,298 shares; 2024Q4: 17,112 shares; 2025Q1: 28,238 shares; 2025Q2: 55,415 shares; 2025Q3: 76,709 shares; 2025Q4: 75,279 shares; 2026Q1: 168,742 shares 168,742 $7.65M 0.86% +93,463 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,255 shares; 2024Q4: 61,974 shares; 2025Q1: 56,090 shares; 2025Q2: 54,223 shares; 2025Q3: 51,063 shares; 2025Q4: 50,103 shares; 2026Q1: 48,663 shares 48,663 $7.13M 0.8% -1,440 Timeline IYW 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: 59,436 shares; 2024Q4: 59,490 shares; 2025Q1: 63,149 shares; 2025Q2: 57,143 shares; 2025Q3: 43,422 shares; 2025Q4: 42,363 shares; 2026Q1: 39,071 shares 39,071 $7.09M 0.8% -3,292 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: 8,365 shares; 2024Q4: 8,484 shares; 2025Q1: 8,287 shares; 2025Q2: 8,152 shares; 2025Q3: 7,533 shares; 2025Q4: 6,654 shares; 2026Q1: 4,792 shares 4,792 $7.06M 0.79% -1,862 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: 101,101 shares; 2024Q4: 93,638 shares; 2025Q1: 137,806 shares; 2025Q2: 37,322 shares; 2025Q3: 40,927 shares; 2025Q4: 42,625 shares; 2026Q1: 152,297 shares 152,297 $7.03M 0.79% +109,672 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,313 shares; 2024Q4: 13,960 shares; 2025Q1: 16,762 shares; 2025Q2: 8,323 shares; 2025Q3: 13,876 shares; 2025Q4: 16,641 shares; 2026Q1: 73,320 shares 73,320 $6.96M 0.78% +56,679 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: 36,824 shares; 2024Q4: 36,675 shares; 2025Q1: 36,521 shares; 2025Q2: 36,115 shares; 2025Q3: 35,917 shares; 2025Q4: 35,549 shares; 2026Q1: 34,314 shares 34,314 $6.62M 0.74% -1,235 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: 12,043 shares; 2024Q4: 12,750 shares; 2025Q1: 12,664 shares; 2025Q2: 14,225 shares; 2025Q3: not reported; 2025Q4: 17,005 shares; 2026Q1: 21,404 shares 21,404 $6.16M 0.69% +4,399 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,612 shares; 2024Q4: 63,612 shares; 2025Q1: 64,212 shares; 2025Q2: 64,212 shares; 2025Q3: 64,212 shares; 2025Q4: 67,548 shares; 2026Q1: 181,208 shares 181,208 $6.14M 0.69% +113,660 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: 321,456 shares; 2024Q4: 321,711 shares; 2025Q1: 315,189 shares; 2025Q2: 318,511 shares; 2025Q3: 319,705 shares; 2025Q4: 317,678 shares; 2026Q1: 315,299 shares 315,299 $6.09M 0.68% -2,379 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: 8,146 shares; 2024Q4: 7,725 shares; 2025Q1: 7,729 shares; 2025Q2: 6,356 shares; 2025Q3: 6,129 shares; 2025Q4: 6,303 shares; 2026Q1: 6,552 shares 6,552 $6.03M 0.68% +249 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: 171,911 shares; 2024Q4: 172,009 shares; 2025Q1: 162,631 shares; 2025Q2: 162,903 shares; 2025Q3: 147,785 shares; 2025Q4: 145,193 shares; 2026Q1: 145,191 shares 145,191 $5.76M 0.65% -2 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: 35,922 shares; 2025Q2: 60,255 shares; 2025Q3: 57,010 shares; 2025Q4: 51,014 shares; 2026Q1: 43,119 shares 43,119 $5.46M 0.61% -7,895 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: 33,340 shares; 2024Q4: 32,987 shares; 2025Q1: 30,601 shares; 2025Q2: 29,683 shares; 2025Q3: 29,113 shares; 2025Q4: 57,122 shares; 2026Q1: 48,359 shares 48,359 $5.27M 0.59% -8,763 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: 8,682 shares; 2024Q4: 9,173 shares; 2025Q1: 8,935 shares; 2025Q2: 10,184 shares; 2025Q3: 25,034 shares; 2025Q4: 11,156 shares; 2026Q1: 17,781 shares 17,781 $5.1M 0.57% +6,625 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: 5,900 shares; 2024Q4: 5,848 shares; 2025Q1: 6,130 shares; 2025Q2: 6,364 shares; 2025Q3: 6,647 shares; 2025Q4: 7,020 shares; 2026Q1: 8,735 shares 8,735 $5M 0.56% +1,715 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366,797 shares; 2024Q4: 367,036 shares; 2025Q1: 363,870 shares; 2025Q2: 363,870 shares; 2025Q3: 363,870 shares; 2025Q4: 359,994 shares; 2026Q1: 351,976 shares 351,976 $4.97M 0.56% -8,018 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: 27,393 shares; 2024Q4: 27,113 shares; 2025Q1: 26,827 shares; 2025Q2: 26,752 shares; 2025Q3: 25,094 shares; 2025Q4: 24,557 shares; 2026Q1: 20,999 shares 20,999 $4.96M 0.56% -3,558 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 56,010 shares; 2025Q3: 96,068 shares; 2025Q4: 128,671 shares; 2026Q1: 150,554 shares 150,554 $4.96M 0.56% +21,883 Timeline GIGB 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: not reported; 2025Q2: 32,982 shares; 2025Q3: 39,284 shares; 2025Q4: 42,331 shares; 2026Q1: 106,974 shares 106,974 $4.9M 0.55% +64,643 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: not reported; 2024Q4: 11,101 shares; 2025Q1: 13,769 shares; 2025Q2: 11,679 shares; 2025Q3: 9,954 shares; 2025Q4: 17,477 shares; 2026Q1: 20,032 shares 20,032 $4.81M 0.54% +2,555 Timeline DVY 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: 35,086 shares; 2024Q4: 35,086 shares; 2025Q1: 34,906 shares; 2025Q2: 34,906 shares; 2025Q3: 36,491 shares; 2025Q4: 36,491 shares; 2026Q1: 31,180 shares 31,180 $4.72M 0.53% -5,311 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,025 shares; 2024Q4: 11,146 shares; 2025Q1: 38,159 shares; 2025Q2: 31,290 shares; 2025Q3: 40,881 shares; 2025Q4: 43,540 shares; 2026Q1: 52,403 shares 52,403 $4.62M 0.52% +8,863 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: 4,995 shares; 2024Q4: 5,742 shares; 2025Q1: 6,202 shares; 2025Q2: 6,567 shares; 2025Q3: 6,566 shares; 2025Q4: 6,632 shares; 2026Q1: 6,962 shares 6,962 $4.54M 0.51% +330 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: 25,149 shares; 2024Q4: 25,008 shares; 2025Q1: 25,156 shares; 2025Q2: 24,608 shares; 2025Q3: 24,551 shares; 2025Q4: 23,928 shares; 2026Q1: 20,604 shares 20,604 $4.48M 0.5% -3,324 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,181 shares; 2025Q3: 15,236 shares; 2025Q4: 14,769 shares; 2026Q1: 12,019 shares 12,019 $4.3M 0.48% -2,750 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: 16,056 shares; 2024Q4: 18,814 shares; 2025Q1: 18,644 shares; 2025Q2: 18,606 shares; 2025Q3: 18,284 shares; 2025Q4: 18,227 shares; 2026Q1: 18,584 shares 18,584 $4.27M 0.48% +357 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,999 shares; 2024Q4: 7,277 shares; 2025Q1: 7,159 shares; 2025Q2: 7,707 shares; 2025Q3: 7,737 shares; 2025Q4: 7,808 shares; 2026Q1: 7,123 shares 7,123 $4.26M 0.48% -685 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: 17,944 shares; 2024Q4: 17,933 shares; 2025Q1: 17,905 shares; 2025Q2: 18,246 shares; 2025Q3: 18,292 shares; 2025Q4: 13,641 shares; 2026Q1: 13,991 shares 13,991 $4.23M 0.48% +350 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: 19,279 shares; 2024Q4: 19,279 shares; 2025Q1: 19,214 shares; 2025Q2: 17,964 shares; 2025Q3: 17,964 shares; 2025Q4: 17,729 shares; 2026Q1: 13,245 shares 13,245 $4.14M 0.47% -4,484 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: 23,876 shares; 2024Q4: 24,010 shares; 2025Q1: 14,959 shares; 2025Q2: 14,926 shares; 2025Q3: 14,459 shares; 2025Q4: 14,206 shares; 2026Q1: 12,868 shares 12,868 $4.09M 0.46% -1,338 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: 25,549 shares; 2024Q4: 25,358 shares; 2025Q1: 25,127 shares; 2025Q2: 29,374 shares; 2025Q3: 29,393 shares; 2025Q4: 27,809 shares; 2026Q1: 20,876 shares 20,876 $4.05M 0.46% -6,933 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 115,583 shares; 2025Q3: 98,723 shares; 2025Q4: 105,022 shares; 2026Q1: 107,540 shares 107,540 $3.9M 0.44% +2,518 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: 2,889 shares; 2024Q4: 2,938 shares; 2025Q1: 3,874 shares; 2025Q2: 5,507 shares; 2025Q3: 5,901 shares; 2025Q4: 6,221 shares; 2026Q1: 10,190 shares 10,190 $3.79M 0.43% +3,969 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: 56,905 shares; 2024Q4: 56,950 shares; 2025Q1: 30,221 shares; 2025Q2: 30,043 shares; 2025Q3: 29,613 shares; 2025Q4: 26,384 shares; 2026Q1: 31,081 shares 31,081 $3.76M 0.42% +4,697 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,865 shares; 2025Q3: 94,071 shares; 2025Q4: 93,093 shares; 2026Q1: 87,112 shares 87,112 $3.76M 0.42% -5,981 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: 8,115 shares; 2024Q4: 6,493 shares; 2025Q1: 7,600 shares; 2025Q2: 7,659 shares; 2025Q3: 7,673 shares; 2025Q4: 7,683 shares; 2026Q1: 8,679 shares 8,679 $3.73M 0.42% +996 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: 35,288 shares; 2024Q4: 35,096 shares; 2025Q1: 35,455 shares; 2025Q2: 35,007 shares; 2025Q3: 35,671 shares; 2025Q4: 34,394 shares; 2026Q1: 28,036 shares 28,036 $3.67M 0.41% -6,358 Timeline LMUB 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: 72,825 shares 72,825 $3.64M 0.41% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,343 shares; 2024Q4: 31,097 shares; 2025Q1: 31,244 shares; 2025Q2: 30,370 shares; 2025Q3: 30,106 shares; 2025Q4: 28,001 shares; 2026Q1: 22,862 shares 22,862 $3.6M 0.4% -5,139 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: 24,177 shares; 2024Q4: 24,878 shares; 2025Q1: 24,395 shares; 2025Q2: 25,727 shares; 2025Q3: 26,467 shares; 2025Q4: 26,736 shares; 2026Q1: 28,339 shares 28,339 $3.53M 0.4% +1,603 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: 11,195 shares; 2024Q4: 11,150 shares; 2025Q1: 11,039 shares; 2025Q2: 11,076 shares; 2025Q3: 11,045 shares; 2025Q4: 7,800 shares; 2026Q1: 7,051 shares 7,051 $3.52M 0.4% -749 Timeline TLH 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: 11,495 shares; 2024Q4: 9,496 shares; 2025Q1: 33,377 shares; 2025Q2: 19,170 shares; 2025Q3: 35,216 shares; 2025Q4: 36,445 shares; 2026Q1: 33,568 shares 33,568 $3.38M 0.38% -2,877 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,636 shares; 2025Q2: 42,507 shares; 2025Q3: 41,596 shares; 2025Q4: 39,823 shares; 2026Q1: 28,871 shares 28,871 $3.34M 0.38% -10,952 Timeline IEV 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: 60,649 shares; 2024Q4: 62,622 shares; 2025Q1: 56,998 shares; 2025Q2: 56,100 shares; 2025Q3: 55,129 shares; 2025Q4: 53,723 shares; 2026Q1: 48,827 shares 48,827 $3.32M 0.37% -4,896 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: 16,484 shares; 2024Q4: 16,638 shares; 2025Q1: 16,394 shares; 2025Q2: 16,326 shares; 2025Q3: 16,133 shares; 2025Q4: 11,317 shares; 2026Q1: 9,984 shares 9,984 $3.29M 0.37% -1,333 Timeline GOVT 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: 9,503 shares; 2025Q2: not reported; 2025Q3: 10,750 shares; 2025Q4: 10,043 shares; 2026Q1: 141,240 shares 141,240 $3.24M 0.36% +131,197 Timeline GSID 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,244 shares 46,244 $3.23M 0.36% new Timeline EMGF 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: 62,604 shares; 2024Q4: 59,372 shares; 2025Q1: 54,576 shares; 2025Q2: 53,721 shares; 2025Q3: 52,072 shares; 2025Q4: 51,677 shares; 2026Q1: 53,039 shares 53,039 $3.21M 0.36% +1,362 Timeline GGUS 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: not reported; 2025Q2: 9,899 shares; 2025Q3: 48,051 shares; 2025Q4: 47,911 shares; 2026Q1: 55,203 shares 55,203 $3.2M 0.36% +7,292 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: 7,644 shares; 2024Q4: 8,067 shares; 2025Q1: 8,274 shares; 2025Q2: 8,213 shares; 2025Q3: 8,214 shares; 2025Q4: 8,205 shares; 2026Q1: 7,323 shares 7,323 $3.2M 0.36% -882 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: 2,517 shares; 2024Q4: 2,525 shares; 2025Q1: 2,595 shares; 2025Q2: 2,664 shares; 2025Q3: 2,711 shares; 2025Q4: 2,780 shares; 2026Q1: 3,124 shares 3,124 $3.11M 0.35% +344 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: 4,412 shares; 2024Q4: 4,582 shares; 2025Q1: 4,826 shares; 2025Q2: 5,128 shares; 2025Q3: 5,273 shares; 2025Q4: 5,654 shares; 2026Q1: 6,445 shares 6,445 $3.09M 0.35% +791 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,333 shares; 2024Q4: 17,194 shares; 2025Q1: 16,939 shares; 2025Q2: 16,321 shares; 2025Q3: 15,860 shares; 2025Q4: 14,902 shares; 2026Q1: 14,895 shares 14,895 $2.98M 0.34% -7 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: 7,671 shares; 2024Q4: 7,653 shares; 2025Q1: 7,225 shares; 2025Q2: 6,762 shares; 2025Q3: 6,762 shares; 2025Q4: 6,782 shares; 2026Q1: 5,126 shares 5,126 $2.96M 0.33% -1,656 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: 2,603 shares; 2024Q4: 2,647 shares; 2025Q1: 2,569 shares; 2025Q2: 2,662 shares; 2025Q3: 2,547 shares; 2025Q4: 25,976 shares; 2026Q1: 30,708 shares 30,708 $2.95M 0.33% +4,732 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: not reported; 2025Q3: not reported; 2025Q4: 17,815 shares; 2026Q1: 22,992 shares 22,992 $2.91M 0.33% +5,177 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,301 shares; 2026Q1: 39,372 shares 39,372 $2.87M 0.32% +6,071 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: 71,920 shares; 2024Q4: 33,440 shares; 2025Q1: 28,992 shares; 2025Q2: 28,694 shares; 2025Q3: 26,864 shares; 2025Q4: 27,179 shares; 2026Q1: 22,968 shares 22,968 $2.86M 0.32% -4,211 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: 3,586 shares; 2024Q4: 4,472 shares; 2025Q1: 4,955 shares; 2025Q2: 5,184 shares; 2025Q3: 5,714 shares; 2025Q4: 43,199 shares; 2026Q1: 35,122 shares 35,122 $2.8M 0.31% -8,077 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $2.75M 0.31% 0 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: 31,750 shares; 2024Q4: 31,750 shares; 2025Q1: 31,750 shares; 2025Q2: 31,750 shares; 2025Q3: 31,750 shares; 2025Q4: 31,250 shares; 2026Q1: 29,816 shares 29,816 $2.75M 0.31% -1,434 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: 70,593 shares; 2024Q4: 70,342 shares; 2025Q1: 66,567 shares; 2025Q2: 67,341 shares; 2025Q3: 67,632 shares; 2025Q4: 74,165 shares; 2026Q1: 70,711 shares 70,711 $2.72M 0.31% -3,454 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,618 shares; 2025Q2: 42,478 shares; 2025Q3: 43,355 shares; 2025Q4: 41,803 shares; 2026Q1: 31,344 shares 31,344 $2.66M 0.3% -10,459 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,403 shares 80,403 $2.63M 0.3% new 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: 52,557 shares; 2024Q4: 48,308 shares; 2025Q1: 48,993 shares; 2025Q2: 47,895 shares; 2025Q3: 48,070 shares; 2025Q4: 48,434 shares; 2026Q1: 44,562 shares 44,562 $2.62M 0.29% -3,872 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,521 shares 63,521 $2.61M 0.29% 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: 6,120 shares; 2024Q4: 6,221 shares; 2025Q1: 6,192 shares; 2025Q2: 6,197 shares; 2025Q3: 5,901 shares; 2025Q4: 6,293 shares; 2026Q1: 5,554 shares 5,554 $2.56M 0.29% -739 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,574 shares; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: 2,025 shares; 2026Q1: 16,469 shares 16,469 $2.56M 0.29% +14,444 Timeline XLI 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: 29,613 shares; 2024Q4: 29,613 shares; 2025Q1: 23,012 shares; 2025Q2: 23,012 shares; 2025Q3: 23,011 shares; 2025Q4: 21,974 shares; 2026Q1: 15,724 shares 15,724 $2.54M 0.29% -6,250 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: 16,629 shares; 2024Q4: 15,004 shares; 2025Q1: 14,864 shares; 2025Q2: 14,864 shares; 2025Q3: 14,805 shares; 2025Q4: 14,550 shares; 2026Q1: 10,233 shares 10,233 $2.54M 0.29% -4,317 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: 3,617 shares; 2024Q4: 3,844 shares; 2025Q1: 4,185 shares; 2025Q2: 4,834 shares; 2025Q3: 5,226 shares; 2025Q4: 6,081 shares; 2026Q1: 8,436 shares 8,436 $2.48M 0.28% +2,355 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,597 shares 5,597 $2.44M 0.27% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: 5,543 shares; 2025Q1: 6,307 shares; 2025Q2: 6,452 shares; 2025Q3: 6,806 shares; 2025Q4: 6,960 shares; 2026Q1: 13,946 shares 13,946 $2.37M 0.27% +6,986 Timeline VDC 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: 11,832 shares; 2024Q4: 11,822 shares; 2025Q1: 11,759 shares; 2025Q2: 11,759 shares; 2025Q3: 11,718 shares; 2025Q4: 11,406 shares; 2026Q1: 10,334 shares 10,334 $2.32M 0.26% -1,072 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,004 shares; 2024Q4: 34,816 shares; 2025Q1: 34,689 shares; 2025Q2: 32,722 shares; 2025Q3: 33,439 shares; 2025Q4: 32,901 shares; 2026Q1: 18,079 shares 18,079 $2.3M 0.26% -14,822 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: 14,448 shares; 2024Q4: 15,352 shares; 2025Q1: 15,363 shares; 2025Q2: 15,350 shares; 2025Q3: 15,379 shares; 2025Q4: 15,301 shares; 2026Q1: 11,671 shares 11,671 $2.29M 0.26% -3,630 Timeline EMXC 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: 100,754 shares; 2024Q4: 103,769 shares; 2025Q1: 89,667 shares; 2025Q2: 33,703 shares; 2025Q3: 32,176 shares; 2025Q4: 30,535 shares; 2026Q1: 29,098 shares 29,098 $2.29M 0.26% -1,437 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,750 shares; 2024Q4: 109,750 shares; 2025Q1: 109,750 shares; 2025Q2: 109,750 shares; 2025Q3: 109,750 shares; 2025Q4: 109,750 shares; 2026Q1: 117,430 shares 117,430 $2.23M 0.25% +7,680 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: 5,836 shares; 2024Q4: 5,414 shares; 2025Q1: 5,910 shares; 2025Q2: 6,022 shares; 2025Q3: 6,537 shares; 2025Q4: 6,797 shares; 2026Q1: 8,840 shares 8,840 $2.16M 0.24% +2,043 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: 6,063 shares; 2024Q4: 6,030 shares; 2025Q1: 5,926 shares; 2025Q2: 5,904 shares; 2025Q3: 5,863 shares; 2025Q4: 5,727 shares; 2026Q1: 4,883 shares 4,883 $2.13M 0.24% -844 Timeline GTIP 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: not reported; 2025Q2: 13,006 shares; 2025Q3: 16,391 shares; 2025Q4: 17,594 shares; 2026Q1: 43,037 shares 43,037 $2.12M 0.24% +25,443 Timeline EMLC 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: 87,630 shares; 2024Q4: 87,630 shares; 2025Q1: 87,630 shares; 2025Q2: 87,630 shares; 2025Q3: 81,675 shares; 2025Q4: 81,675 shares; 2026Q1: 81,675 shares 81,675 $2.05M 0.23% 0 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: 12,383 shares; 2024Q4: 12,518 shares; 2025Q1: 13,513 shares; 2025Q2: 13,133 shares; 2025Q3: 13,390 shares; 2025Q4: 13,476 shares; 2026Q1: 14,169 shares 14,169 $2.05M 0.23% +693 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,780 shares; 2025Q2: 18,992 shares; 2025Q3: 19,524 shares; 2025Q4: 51,403 shares; 2026Q1: 41,731 shares 41,731 $2M 0.23% -9,672 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: 11,686 shares; 2024Q4: 10,766 shares; 2025Q1: 10,138 shares; 2025Q2: 9,790 shares; 2025Q3: 9,550 shares; 2025Q4: 9,087 shares; 2026Q1: 7,336 shares 7,336 $2M 0.22% -1,751 Timeline GSSC 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: not reported; 2025Q2: 9,698 shares; 2025Q3: 26,418 shares; 2025Q4: 26,138 shares; 2026Q1: 26,765 shares 26,765 $2M 0.22% +627 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: 10,506 shares; 2024Q4: 10,506 shares; 2025Q1: 10,429 shares; 2025Q2: 10,429 shares; 2025Q3: 10,424 shares; 2025Q4: 10,420 shares; 2026Q1: 9,018 shares 9,018 $1.98M 0.22% -1,402 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: 27,527 shares; 2024Q4: 27,365 shares; 2025Q1: 26,203 shares; 2025Q2: 25,837 shares; 2025Q3: 23,578 shares; 2025Q4: 22,827 shares; 2026Q1: 20,901 shares 20,901 $1.94M 0.22% -1,926 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: 3,679 shares; 2024Q4: 3,679 shares; 2025Q1: 4,311 shares; 2025Q2: 4,919 shares; 2025Q3: 5,048 shares; 2025Q4: 5,120 shares; 2026Q1: 5,263 shares 5,263 $1.88M 0.21% +143 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: 6,591 shares; 2024Q4: 9,743 shares; 2025Q1: 9,470 shares; 2025Q2: 6,535 shares; 2025Q3: 5,518 shares; 2025Q4: 5,648 shares; 2026Q1: 20,391 shares 20,391 $1.83M 0.21% +14,743 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,600 shares; 2024Q4: 35,449 shares; 2025Q1: 35,396 shares; 2025Q2: 21,148 shares; 2025Q3: 20,490 shares; 2025Q4: 20,301 shares; 2026Q1: 8,659 shares 8,659 $1.81M 0.2% -11,642 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,670 shares; 2025Q4: 80,640 shares; 2026Q1: 79,462 shares 79,462 $1.75M 0.2% -1,178 Timeline SUSL 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: 20,192 shares; 2024Q4: 20,064 shares; 2025Q1: 15,418 shares; 2025Q2: 15,261 shares; 2025Q3: 15,261 shares; 2025Q4: 15,261 shares; 2026Q1: 15,173 shares 15,173 $1.72M 0.19% -88 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: 13,344 shares; 2024Q4: 13,449 shares; 2025Q1: 15,193 shares; 2025Q2: 14,239 shares; 2025Q3: 14,239 shares; 2025Q4: 14,085 shares; 2026Q1: 14,068 shares 14,068 $1.67M 0.19% -17 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,868 shares; 2024Q4: 18,868 shares; 2025Q1: 18,859 shares; 2025Q2: 18,271 shares; 2025Q3: 18,271 shares; 2025Q4: 18,271 shares; 2026Q1: 14,735 shares 14,735 $1.61M 0.18% -3,536 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: 455 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 650 shares; 2025Q3: 704 shares; 2025Q4: 4,560 shares; 2026Q1: 3,708 shares 3,708 $1.6M 0.18% -852 Timeline IAGG 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: 5,899 shares; 2025Q3: 7,366 shares; 2025Q4: 8,924 shares; 2026Q1: 31,989 shares 31,989 $1.6M 0.18% +23,065 Timeline DHS 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: 12,042 shares; 2024Q4: 12,042 shares; 2025Q1: 12,042 shares; 2025Q2: 12,042 shares; 2025Q3: 14,602 shares; 2025Q4: 14,602 shares; 2026Q1: 14,602 shares 14,602 $1.59M 0.18% 0 Timeline DJD 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: 21,050 shares; 2024Q4: 21,050 shares; 2025Q1: 21,050 shares; 2025Q2: 21,050 shares; 2025Q3: 26,390 shares; 2025Q4: 26,390 shares; 2026Q1: 26,390 shares 26,390 $1.58M 0.18% 0 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: 682 shares; 2024Q4: 793 shares; 2025Q1: 880 shares; 2025Q2: 889 shares; 2025Q3: 964 shares; 2025Q4: 1,159 shares; 2026Q1: 2,205 shares 2,205 $1.56M 0.18% +1,046 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: 10,130 shares; 2024Q4: 10,193 shares; 2025Q1: 4,166 shares; 2025Q2: 4,409 shares; 2025Q3: 3,993 shares; 2025Q4: 4,124 shares; 2026Q1: 4,739 shares 4,739 $1.56M 0.18% +615 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,415 shares; 2024Q4: 16,327 shares; 2025Q1: 23,685 shares; 2025Q2: 9,289 shares; 2025Q3: 10,523 shares; 2025Q4: 11,698 shares; 2026Q1: 28,466 shares 28,466 $1.48M 0.17% +16,768 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: 838 shares; 2024Q4: 916 shares; 2025Q1: 895 shares; 2025Q2: 947 shares; 2025Q3: 1,000 shares; 2025Q4: 1,186 shares; 2026Q1: 1,703 shares 1,703 $1.44M 0.16% +517 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: 1,615 shares; 2024Q4: 1,615 shares; 2025Q1: 2,117 shares; 2025Q2: 3,234 shares; 2025Q3: 3,215 shares; 2025Q4: 3,714 shares; 2026Q1: 3,348 shares 3,348 $1.43M 0.16% -366 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,170 shares; 2025Q1: not reported; 2025Q2: 1,270 shares; 2025Q3: 1,270 shares; 2025Q4: 1,570 shares; 2026Q1: 4,151 shares 4,151 $1.41M 0.16% +2,581 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: 5,357 shares; 2024Q4: 5,554 shares; 2025Q1: 5,868 shares; 2025Q2: 6,722 shares; 2025Q3: 6,972 shares; 2025Q4: 7,213 shares; 2026Q1: 8,333 shares 8,333 $1.39M 0.16% +1,120 Timeline STEP STEPSTONE GROUP INC More: the full row for STEPSTONE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,504 shares; 2024Q4: 33,284 shares; 2025Q1: 32,981 shares; 2025Q2: 32,768 shares; 2025Q3: 31,857 shares; 2025Q4: 29,048 shares; 2026Q1: 29,048 shares 29,048 $1.39M 0.16% 0 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: 13,261 shares; 2024Q4: 13,261 shares; 2025Q1: 11,465 shares; 2025Q2: 11,465 shares; 2025Q3: 11,465 shares; 2025Q4: 11,465 shares; 2026Q1: 11,465 shares 11,465 $1.39M 0.16% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,761 shares; 2025Q3: 12,089 shares; 2025Q4: 12,692 shares; 2026Q1: 27,672 shares 27,672 $1.38M 0.16% +14,980 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: 3,106 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,296 shares; 2025Q4: 17,910 shares; 2026Q1: 15,064 shares 15,064 $1.36M 0.15% -2,846 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,519 shares; 2025Q1: 8,562 shares; 2025Q2: 7,292 shares; 2025Q3: 7,467 shares; 2025Q4: 7,104 shares; 2026Q1: 4,975 shares 4,975 $1.35M 0.15% -2,129 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: 12,735 shares; 2024Q4: 12,835 shares; 2025Q1: 13,147 shares; 2025Q2: 13,160 shares; 2025Q3: 13,009 shares; 2025Q4: 13,130 shares; 2026Q1: 14,398 shares 14,398 $1.34M 0.15% +1,268 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,550 shares; 2025Q4: 36,035 shares; 2026Q1: 37,745 shares 37,745 $1.29M 0.15% +1,710 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,742 shares 2,742 $1.28M 0.14% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,837 shares; 2024Q4: 27,569 shares; 2025Q1: 27,569 shares; 2025Q2: 26,349 shares; 2025Q3: 25,240 shares; 2025Q4: 25,242 shares; 2026Q1: 25,242 shares 25,242 $1.25M 0.14% 0 Timeline SPTL 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: 21,036 shares; 2025Q3: 23,570 shares; 2025Q4: 24,654 shares; 2026Q1: 46,627 shares 46,627 $1.23M 0.14% +21,973 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: 3,393 shares; 2024Q4: 3,097 shares; 2025Q1: 3,430 shares; 2025Q2: 3,806 shares; 2025Q3: not reported; 2025Q4: 1,783 shares; 2026Q1: 5,912 shares 5,912 $1.22M 0.14% +4,129 Timeline IGEB 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: 4,446 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,990 shares; 2025Q4: 27,221 shares; 2026Q1: 26,965 shares 26,965 $1.22M 0.14% -256 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,200 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $1.21M 0.14% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 5,753 shares; 2025Q1: 6,110 shares; 2025Q2: 6,322 shares; 2025Q3: 6,579 shares; 2025Q4: 7,173 shares; 2026Q1: 8,215 shares 8,215 $1.21M 0.14% +1,042 Timeline GDXJ 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $1.2M 0.14% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,971 shares; 2024Q4: 44,912 shares; 2025Q1: 51,118 shares; 2025Q2: 49,962 shares; 2025Q3: 49,969 shares; 2025Q4: 49,980 shares; 2026Q1: 46,980 shares 46,980 $1.18M 0.13% -3,000 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: 1,933 shares; 2024Q4: 2,114 shares; 2025Q1: 2,063 shares; 2025Q2: 2,248 shares; 2025Q3: 2,273 shares; 2025Q4: 3,125 shares; 2026Q1: 3,399 shares 3,399 $1.16M 0.13% +274 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,550 shares; 2025Q1: 2,875 shares; 2025Q2: 2,574 shares; 2025Q3: 2,574 shares; 2025Q4: 15,482 shares; 2026Q1: 11,559 shares 11,559 $1.15M 0.13% -3,923 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: 4,289 shares; 2024Q4: 4,242 shares; 2025Q1: 4,361 shares; 2025Q2: 4,417 shares; 2025Q3: 4,326 shares; 2025Q4: 4,040 shares; 2026Q1: 2,006 shares 2,006 $1.13M 0.13% -2,034 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: not reported; 2024Q4: not reported; 2025Q1: 32,420 shares; 2025Q2: 27,470 shares; 2025Q3: 27,187 shares; 2025Q4: 25,573 shares; 2026Q1: 18,015 shares 18,015 $1.11M 0.12% -7,558 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,136 shares; 2024Q4: 7,137 shares; 2025Q1: 6,337 shares; 2025Q2: 6,071 shares; 2025Q3: 6,062 shares; 2025Q4: 6,051 shares; 2026Q1: 5,461 shares 5,461 $1.08M 0.12% -590 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,670 shares; 2025Q4: 10,581 shares; 2026Q1: 11,098 shares 11,098 $1.06M 0.12% +517 Timeline TFLO 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: 13,635 shares; 2025Q4: 20,791 shares; 2026Q1: 20,791 shares 20,791 $1.05M 0.12% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,546 shares; 2024Q4: 2,606 shares; 2025Q1: 2,646 shares; 2025Q2: 2,686 shares; 2025Q3: 2,772 shares; 2025Q4: 3,155 shares; 2026Q1: 3,383 shares 3,383 $1.05M 0.12% +228 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 15,890 shares; 2025Q1: 17,553 shares; 2025Q2: 18,218 shares; 2025Q3: 21,401 shares; 2025Q4: 18,536 shares; 2026Q1: 19,601 shares 19,601 $1.03M 0.12% +1,065 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,625 shares; 2026Q1: 3,569 shares 3,569 $1.02M 0.12% -56 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,845 shares; 2024Q4: 12,760 shares; 2025Q1: 12,670 shares; 2025Q2: 12,565 shares; 2025Q3: 12,215 shares; 2025Q4: 10,020 shares; 2026Q1: 10,020 shares 10,020 $1M 0.11% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,870 shares; 2024Q4: 8,870 shares; 2025Q1: 8,113 shares; 2025Q2: 8,113 shares; 2025Q3: 8,767 shares; 2025Q4: 9,099 shares; 2026Q1: 10,487 shares 10,487 $986K 0.11% +1,388 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,985 shares; 2024Q4: 54,652 shares; 2025Q1: 54,652 shares; 2025Q2: 54,652 shares; 2025Q3: 53,076 shares; 2025Q4: 53,076 shares; 2026Q1: 51,626 shares 51,626 $975K 0.11% -1,450 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,591 shares; 2024Q4: 7,591 shares; 2025Q1: 7,591 shares; 2025Q2: 7,591 shares; 2025Q3: 7,591 shares; 2025Q4: 7,590 shares; 2026Q1: 5,056 shares 5,056 $970K 0.11% -2,534 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: 3,559 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,224 shares; 2025Q3: 13,224 shares; 2025Q4: 13,195 shares; 2026Q1: 13,195 shares 13,195 $959K 0.11% 0 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: 21,283 shares; 2024Q4: 21,671 shares; 2025Q1: 12,223 shares; 2025Q2: 11,901 shares; 2025Q3: 12,511 shares; 2025Q4: 12,601 shares; 2026Q1: 15,805 shares 15,805 $959K 0.11% +3,204 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,813 shares; 2024Q4: 4,813 shares; 2025Q1: 4,765 shares; 2025Q2: 4,445 shares; 2025Q3: 4,445 shares; 2025Q4: 4,445 shares; 2026Q1: 4,059 shares 4,059 $950K 0.11% -386 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,871 shares; 2026Q1: 2,713 shares 2,713 $917K 0.1% +842 Timeline XLP 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: 17,899 shares; 2024Q4: 17,899 shares; 2025Q1: 11,182 shares; 2025Q2: 11,182 shares; 2025Q3: 11,178 shares; 2025Q4: 11,178 shares; 2026Q1: 11,178 shares 11,178 $916K 0.1% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,400 shares; 2025Q1: not reported; 2025Q2: 2,745 shares; 2025Q3: 2,475 shares; 2025Q4: 2,469 shares; 2026Q1: 2,216 shares 2,216 $903K 0.1% -253 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,021 shares; 2024Q4: 5,019 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,014 shares; 2026Q1: 4,514 shares 4,514 $890K 0.1% -500 Timeline OIH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,200 shares 2,200 $889K 0.1% -300 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,508 shares; 2024Q4: 10,970 shares; 2025Q1: 10,214 shares; 2025Q2: 18,010 shares; 2025Q3: 21,831 shares; 2025Q4: 27,293 shares; 2026Q1: 8,008 shares 8,008 $884K 0.1% -19,285 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: 6,014 shares; 2024Q4: 6,083 shares; 2025Q1: 6,053 shares; 2025Q2: 6,143 shares; 2025Q3: 6,202 shares; 2025Q4: 6,200 shares; 2026Q1: 6,422 shares 6,422 $881K 0.1% +222 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: 17,580 shares; 2024Q4: 17,580 shares; 2025Q1: 17,580 shares; 2025Q2: 17,580 shares; 2025Q3: 17,580 shares; 2025Q4: 14,040 shares; 2026Q1: 14,040 shares 14,040 $877K 0.1% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 3,000 shares; 2025Q4: 8,000 shares; 2026Q1: 9,000 shares 9,000 $859K 0.1% +1,000 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: 1,578 shares; 2024Q4: 1,681 shares; 2025Q1: 1,737 shares; 2025Q2: 1,736 shares; 2025Q3: 1,829 shares; 2025Q4: 1,886 shares; 2026Q1: 2,431 shares 2,431 $855K 0.1% +545 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: 15,756 shares; 2024Q4: 19,089 shares; 2025Q1: 17,074 shares; 2025Q2: 17,068 shares; 2025Q3: 16,500 shares; 2025Q4: 15,468 shares; 2026Q1: 3,938 shares 3,938 $853K 0.1% -11,530 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: 5,424 shares; 2024Q4: 6,185 shares; 2025Q1: 7,144 shares; 2025Q2: 7,901 shares; 2025Q3: 8,054 shares; 2025Q4: 8,669 shares; 2026Q1: 10,986 shares 10,986 $852K 0.1% +2,317 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: 5,255 shares; 2024Q4: 5,255 shares; 2025Q1: 5,255 shares; 2025Q2: 1,934 shares; 2025Q3: 2,070 shares; 2025Q4: 2,133 shares; 2026Q1: 2,883 shares 2,883 $851K 0.1% +750 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: 2,588 shares; 2024Q4: 2,647 shares; 2025Q1: 2,686 shares; 2025Q2: 2,646 shares; 2025Q3: 2,691 shares; 2025Q4: 3,021 shares; 2026Q1: 3,446 shares 3,446 $836K 0.09% +425 Timeline STIP 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: 2,454 shares; 2025Q3: 3,105 shares; 2025Q4: 2,296 shares; 2026Q1: 8,061 shares 8,061 $834K 0.09% +5,765 Timeline SYSB 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: 9,189 shares 9,189 $818K 0.09% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,729 shares; 2025Q2: 3,682 shares; 2025Q3: 4,273 shares; 2025Q4: 4,253 shares; 2026Q1: 3,803 shares 3,803 $767K 0.09% -450 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,683 shares; 2024Q4: 8,590 shares; 2025Q1: 9,820 shares; 2025Q2: 10,578 shares; 2025Q3: 9,807 shares; 2025Q4: 9,970 shares; 2026Q1: 7,118 shares 7,118 $758K 0.09% -2,852 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,202 shares; 2025Q3: 2,496 shares; 2025Q4: 2,913 shares; 2026Q1: 5,111 shares 5,111 $748K 0.08% +2,198 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 604 shares; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 593 shares; 2025Q4: 552 shares; 2026Q1: 541 shares 541 $746K 0.08% -11 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: 960 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 760 shares; 2025Q4: 965 shares; 2026Q1: 1,372 shares 1,372 $738K 0.08% +407 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: 16,854 shares; 2024Q4: 16,877 shares; 2025Q1: 33,189 shares; 2025Q2: 33,625 shares; 2025Q3: 33,299 shares; 2025Q4: 30,489 shares; 2026Q1: 7,114 shares 7,114 $730K 0.08% -23,375 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,285 shares; 2024Q4: 19,012 shares; 2025Q1: 6,988 shares; 2025Q2: 9,383 shares; 2025Q3: 8,229 shares; 2025Q4: 11,838 shares; 2026Q1: 8,296 shares 8,296 $719K 0.08% -3,542 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 5,089 shares; 2025Q1: 5,391 shares; 2025Q2: 5,858 shares; 2025Q3: 5,988 shares; 2025Q4: 6,002 shares; 2026Q1: 7,398 shares 7,398 $714K 0.08% +1,396 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: 2,001 shares; 2024Q4: 2,164 shares; 2025Q1: 2,144 shares; 2025Q2: 2,433 shares; 2025Q3: 2,654 shares; 2025Q4: 3,735 shares; 2026Q1: 3,509 shares 3,509 $714K 0.08% -226 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: 1,163 shares; 2024Q4: 1,208 shares; 2025Q1: 1,297 shares; 2025Q2: 1,195 shares; 2025Q3: 1,181 shares; 2025Q4: 1,174 shares; 2026Q1: 1,156 shares 1,156 $699K 0.08% -18 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,173 shares; 2025Q3: 1,297 shares; 2025Q4: 1,314 shares; 2026Q1: 1,434 shares 1,434 $689K 0.08% +120 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: 9,221 shares; 2024Q4: 9,042 shares; 2025Q1: 8,695 shares; 2025Q2: 3,097 shares; 2025Q3: 2,948 shares; 2025Q4: 3,939 shares; 2026Q1: 2,542 shares 2,542 $688K 0.08% -1,397 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: 2,770 shares; 2024Q4: 2,764 shares; 2025Q1: 2,719 shares; 2025Q2: 2,723 shares; 2025Q3: 2,696 shares; 2025Q4: 2,687 shares; 2026Q1: 1,596 shares 1,596 $679K 0.08% -1,091 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: 1,022 shares; 2024Q4: 1,157 shares; 2025Q1: 1,347 shares; 2025Q2: 1,512 shares; 2025Q3: 1,576 shares; 2025Q4: 1,645 shares; 2026Q1: 2,727 shares 2,727 $661K 0.07% +1,082 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: 10,622 shares; 2024Q4: 11,226 shares; 2025Q1: 11,382 shares; 2025Q2: 11,959 shares; 2025Q3: 12,491 shares; 2025Q4: 13,851 shares; 2026Q1: 13,431 shares 13,431 $655K 0.07% -420 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: not reported; 2025Q4: 1,285 shares; 2026Q1: 3,046 shares 3,046 $651K 0.07% +1,761 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: not reported; 2024Q4: 1,357 shares; 2025Q1: 1,364 shares; 2025Q2: 1,363 shares; 2025Q3: 1,367 shares; 2025Q4: 2,506 shares; 2026Q1: 2,449 shares 2,449 $642K 0.07% -57 Timeline ITA 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: 11,755 shares; 2025Q4: 12,626 shares; 2026Q1: 2,927 shares 2,927 $640K 0.07% -9,699 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS 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: 7,852 shares; 2025Q3: 7,607 shares; 2025Q4: 7,780 shares; 2026Q1: 7,439 shares 7,439 $640K 0.07% -341 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: 12,018 shares; 2024Q4: 12,101 shares; 2025Q1: 11,987 shares; 2025Q2: 12,141 shares; 2025Q3: 11,842 shares; 2025Q4: 2,146 shares; 2026Q1: 2,811 shares 2,811 $635K 0.07% +665 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: 21,351 shares; 2024Q4: 20,961 shares; 2025Q1: 20,181 shares; 2025Q2: 18,041 shares; 2025Q3: 18,084 shares; 2025Q4: 6,407 shares; 2026Q1: 5,331 shares 5,331 $630K 0.07% -1,076 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,394 shares; 2025Q1: 2,549 shares; 2025Q2: 4,183 shares; 2025Q3: 3,936 shares; 2025Q4: 4,751 shares; 2026Q1: 5,250 shares 5,250 $627K 0.07% +499 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: 1,313 shares; 2024Q4: 1,313 shares; 2025Q1: 1,203 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $627K 0.07% 0 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,300 shares; 2025Q2: 20,427 shares; 2025Q3: 17,782 shares; 2025Q4: 23,027 shares; 2026Q1: 25,176 shares 25,176 $623K 0.07% +2,149 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: 5,630 shares; 2024Q4: 5,792 shares; 2025Q1: 4,620 shares; 2025Q2: 4,602 shares; 2025Q3: 4,796 shares; 2025Q4: 4,856 shares; 2026Q1: 5,285 shares 5,285 $623K 0.07% +429 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,594 shares; 2024Q4: 5,818 shares; 2025Q1: 6,385 shares; 2025Q2: 6,452 shares; 2025Q3: 6,667 shares; 2025Q4: 7,349 shares; 2026Q1: 8,054 shares 8,054 $618K 0.07% +705 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: 767 shares; 2024Q4: 767 shares; 2025Q1: 767 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 904 shares 904 $617K 0.07% +137 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: 2,003 shares; 2024Q4: 2,077 shares; 2025Q1: 2,043 shares; 2025Q2: 2,220 shares; 2025Q3: 2,288 shares; 2025Q4: 2,338 shares; 2026Q1: 2,936 shares 2,936 $611K 0.07% +598 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,995 shares; 2026Q1: 5,057 shares 5,057 $610K 0.07% +62 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL 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: 47,000 shares; 2026Q1: 47,000 shares 47,000 $605K 0.07% 0 Timeline IFRA 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: 34,858 shares; 2024Q4: 36,094 shares; 2025Q1: 18,114 shares; 2025Q2: 13,067 shares; 2025Q3: 12,269 shares; 2025Q4: 11,330 shares; 2026Q1: 10,289 shares 10,289 $589K 0.07% -1,041 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: not reported; 2024Q4: 2,488 shares; 2025Q1: 2,828 shares; 2025Q2: 2,942 shares; 2025Q3: 3,138 shares; 2025Q4: 3,292 shares; 2026Q1: 4,185 shares 4,185 $583K 0.07% +893 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: 4,300 shares; 2024Q4: 3,924 shares; 2025Q1: 4,039 shares; 2025Q2: 4,025 shares; 2025Q3: 4,198 shares; 2025Q4: 4,225 shares; 2026Q1: 4,483 shares 4,483 $577K 0.06% +258 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,589 shares; 2025Q1: not reported; 2025Q2: 9,593 shares; 2025Q3: 7,253 shares; 2025Q4: 5,609 shares; 2026Q1: 6,149 shares 6,149 $577K 0.06% +540 Timeline XLU 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: 7,638 shares; 2024Q4: 7,638 shares; 2025Q1: 6,246 shares; 2025Q2: 6,575 shares; 2025Q3: 6,246 shares; 2025Q4: 12,492 shares; 2026Q1: 12,492 shares 12,492 $573K 0.06% 0 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: 909 shares; 2025Q4: 1,399 shares; 2026Q1: 1,653 shares 1,653 $571K 0.06% +254 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 739 shares; 2025Q4: 791 shares; 2026Q1: 1,994 shares 1,994 $566K 0.06% +1,203 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,167 shares; 2025Q4: 13,683 shares; 2026Q1: 15,373 shares 15,373 $563K 0.06% +1,690 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 776 shares; 2025Q1: 776 shares; 2025Q2: 776 shares; 2025Q3: 773 shares; 2025Q4: 773 shares; 2026Q1: 773 shares 773 $563K 0.06% 0 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: 1,781 shares; 2024Q4: 1,781 shares; 2025Q1: 1,593 shares; 2025Q2: 1,758 shares; 2025Q3: 1,940 shares; 2025Q4: 1,619 shares; 2026Q1: 2,745 shares 2,745 $562K 0.06% +1,126 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: 1,528 shares; 2024Q4: 1,848 shares; 2025Q1: 1,528 shares; 2025Q2: 1,697 shares; 2025Q3: 1,697 shares; 2025Q4: 1,746 shares; 2026Q1: 1,746 shares 1,746 $560K 0.06% 0 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,335 shares; 2025Q3: 5,847 shares; 2025Q4: 5,885 shares; 2026Q1: 6,509 shares 6,509 $554K 0.06% +624 Timeline BDC BELDEN INC More: the full row for BELDEN 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: 3,886 shares; 2025Q3: 4,372 shares; 2025Q4: 4,365 shares; 2026Q1: 4,803 shares 4,803 $552K 0.06% +438 Timeline SPOK SPOK HLDGS INC More: the full row for SPOK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,600 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 50,000 shares 50,000 $545K 0.06% +10,000 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,261 shares; 2025Q4: 2,445 shares; 2026Q1: 4,776 shares 4,776 $542K 0.06% +2,331 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,824 shares; 2024Q4: 1,931 shares; 2025Q1: 1,629 shares; 2025Q2: 1,697 shares; 2025Q3: 1,744 shares; 2025Q4: 1,808 shares; 2026Q1: 2,564 shares 2,564 $534K 0.06% +756 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 2,243 shares; 2025Q4: 3,585 shares; 2026Q1: 3,710 shares 3,710 $531K 0.06% +125 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: not reported; 2024Q4: 7,385 shares; 2025Q1: 7,656 shares; 2025Q2: 7,453 shares; 2025Q3: 7,486 shares; 2025Q4: 7,602 shares; 2026Q1: 6,907 shares 6,907 $519K 0.06% -695 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,781 shares; 2025Q1: 1,909 shares; 2025Q2: 4,049 shares; 2025Q3: 3,000 shares; 2025Q4: 3,751 shares; 2026Q1: 4,064 shares 4,064 $518K 0.06% +313 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS 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: 2,835 shares; 2025Q4: 4,603 shares; 2026Q1: 5,175 shares 5,175 $514K 0.06% +572 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: 1,559 shares; 2024Q4: 1,133 shares; 2025Q1: 1,115 shares; 2025Q2: 1,304 shares; 2025Q3: 1,356 shares; 2025Q4: 1,616 shares; 2026Q1: 1,687 shares 1,687 $510K 0.06% +71 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: 2,293 shares; 2024Q4: 2,293 shares; 2025Q1: 2,293 shares; 2025Q2: 2,346 shares; 2025Q3: 2,346 shares; 2025Q4: 2,335 shares; 2026Q1: 1,945 shares 1,945 $509K 0.06% -390 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,461 shares; 2025Q4: 1,672 shares; 2026Q1: 2,060 shares 2,060 $509K 0.06% +388 Timeline NMIH NMI HLDGS INC More: the full row for NMI 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: 10,660 shares; 2025Q3: 12,451 shares; 2025Q4: 12,044 shares; 2026Q1: 13,562 shares 13,562 $509K 0.06% +1,518 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,610 shares 9,610 $498K 0.06% new Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,829 shares; 2025Q3: 1,543 shares; 2025Q4: 2,521 shares; 2026Q1: 2,564 shares 2,564 $496K 0.06% +43 Timeline ICVT 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: 2,827 shares; 2025Q1: 3,095 shares; 2025Q2: not reported; 2025Q3: 2,113 shares; 2025Q4: 2,295 shares; 2026Q1: 4,792 shares 4,792 $488K 0.05% +2,497 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,491 shares; 2026Q1: 10,948 shares 10,948 $483K 0.05% +5,457 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,462 shares; 2024Q4: 54,642 shares; 2025Q1: 32,759 shares; 2025Q2: 30,156 shares; 2025Q3: 30,156 shares; 2025Q4: 29,026 shares; 2026Q1: 26,026 shares 26,026 $477K 0.05% -3,000 Timeline PATH UIPATH INC More: the full row for UIPATH 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: 42,000 shares; 2026Q1: 42,000 shares 42,000 $466K 0.05% 0 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,008 shares; 2024Q4: 10,088 shares; 2025Q1: 10,145 shares; 2025Q2: 10,272 shares; 2025Q3: 10,370 shares; 2025Q4: 10,533 shares; 2026Q1: 8,932 shares 8,932 $464K 0.05% -1,601 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,795 shares; 2024Q4: 4,918 shares; 2025Q1: 5,383 shares; 2025Q2: 4,983 shares; 2025Q3: 5,352 shares; 2025Q4: 5,227 shares; 2026Q1: 3,661 shares 3,661 $457K 0.05% -1,566 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,600 shares 13,600 $452K 0.05% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 2,964 shares; 2025Q1: 2,694 shares; 2025Q2: 2,669 shares; 2025Q3: 2,669 shares; 2025Q4: 2,379 shares; 2026Q1: 2,379 shares 2,379 $451K 0.05% 0 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 4,507 shares; 2025Q3: 3,023 shares; 2025Q4: 4,746 shares; 2026Q1: 5,373 shares 5,373 $449K 0.05% +627 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,907 shares; 2026Q1: 2,796 shares 2,796 $447K 0.05% +889 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,869 shares 8,869 $445K 0.05% new Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,366 shares; 2024Q4: 33,366 shares; 2025Q1: 33,333 shares; 2025Q2: 33,333 shares; 2025Q3: 33,333 shares; 2025Q4: 33,333 shares; 2026Q1: 33,333 shares 33,333 $439K 0.05% 0 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,968 shares; 2025Q2: 4,420 shares; 2025Q3: 3,611 shares; 2025Q4: 5,345 shares; 2026Q1: 6,302 shares 6,302 $434K 0.05% +957 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,984 shares; 2025Q3: 10,463 shares; 2025Q4: 10,471 shares; 2026Q1: 11,035 shares 11,035 $426K 0.05% +564 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,158 shares; 2025Q1: 1,186 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 1,386 shares; 2026Q1: 1,386 shares 1,386 $419K 0.05% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,718 shares 2,718 $415K 0.05% new Timeline FLOT 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: 5,620 shares; 2025Q4: 8,376 shares; 2026Q1: 8,047 shares 8,047 $410K 0.05% -329 Timeline IMAX IMAX CORP More: the full row for IMAX 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: 10,594 shares 10,594 $403K 0.05% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,116 shares; 2025Q1: 7,116 shares; 2025Q2: 7,116 shares; 2025Q3: 7,116 shares; 2025Q4: 7,116 shares; 2026Q1: 7,116 shares 7,116 $403K 0.05% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,226 shares 1,226 $401K 0.05% new Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,655 shares 3,655 $400K 0.05% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,658 shares; 2025Q1: 1,755 shares; 2025Q2: 1,813 shares; 2025Q3: 1,971 shares; 2025Q4: 2,073 shares; 2026Q1: 2,427 shares 2,427 $399K 0.04% +354 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,092 shares; 2025Q3: 1,181 shares; 2025Q4: 1,185 shares; 2026Q1: 1,133 shares 1,133 $398K 0.04% -52 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: not reported; 2024Q4: 9,589 shares; 2025Q1: 11,433 shares; 2025Q2: 13,058 shares; 2025Q3: 13,813 shares; 2025Q4: 11,980 shares; 2026Q1: 13,707 shares 13,707 $397K 0.04% +1,727 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: 36,940 shares; 2024Q4: 37,438 shares; 2025Q1: 3,491 shares; 2025Q2: 5,407 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,006 shares 3,006 $397K 0.04% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,537 shares; 2025Q4: not reported; 2026Q1: 2,176 shares 2,176 $396K 0.04% new 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: 3,231 shares; 2024Q4: 3,464 shares; 2025Q1: 3,986 shares; 2025Q2: 3,868 shares; 2025Q3: 3,843 shares; 2025Q4: 4,023 shares; 2026Q1: 4,512 shares 4,512 $394K 0.04% +489 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,357 shares; 2025Q1: not reported; 2025Q2: 4,760 shares; 2025Q3: 4,760 shares; 2025Q4: 4,760 shares; 2026Q1: 4,760 shares 4,760 $394K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: 2,720 shares; 2025Q3: 3,111 shares; 2025Q4: 5,331 shares; 2026Q1: 5,458 shares 5,458 $393K 0.04% +127 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: 833 shares; 2024Q4: 875 shares; 2025Q1: 882 shares; 2025Q2: 823 shares; 2025Q3: 810 shares; 2025Q4: 900 shares; 2026Q1: 796 shares 796 $392K 0.04% -104 Timeline QLTA 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: 6,125 shares; 2025Q2: 5,748 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,123 shares 8,123 $387K 0.04% new Timeline VAW 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: 1,753 shares; 2024Q4: 1,752 shares; 2025Q1: 1,725 shares; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares; 2025Q4: 1,706 shares; 2026Q1: 1,706 shares 1,706 $384K 0.04% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,900 shares; 2025Q1: 19,688 shares; 2025Q2: 19,688 shares; 2025Q3: 19,788 shares; 2025Q4: 19,788 shares; 2026Q1: 19,788 shares 19,788 $384K 0.04% 0 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS 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: 695 shares; 2026Q1: 806 shares 806 $384K 0.04% +111 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: 13,748 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,963 shares; 2026Q1: 13,408 shares 13,408 $377K 0.04% +4,445 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $375K 0.04% 0 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,203 shares; 2026Q1: 1,723 shares 1,723 $373K 0.04% -480 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 753 shares 753 $373K 0.04% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,809 shares; 2025Q1: 3,809 shares; 2025Q2: 3,809 shares; 2025Q3: 3,809 shares; 2025Q4: 3,808 shares; 2026Q1: 3,808 shares 3,808 $373K 0.04% 0 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: 1,181 shares; 2024Q4: 1,181 shares; 2025Q1: 1,076 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 4,540 shares; 2026Q1: 3,554 shares 3,554 $372K 0.04% -986 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,689 shares; 2025Q3: 3,115 shares; 2025Q4: 3,598 shares; 2026Q1: 3,948 shares 3,948 $370K 0.04% +350 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: 84,024 shares; 2024Q4: 83,518 shares; 2025Q1: 13,210 shares; 2025Q2: 14,634 shares; 2025Q3: 14,118 shares; 2025Q4: 14,848 shares; 2026Q1: 12,697 shares 12,697 $365K 0.04% -2,151 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,282 shares; 2025Q1: 1,323 shares; 2025Q2: 1,430 shares; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares; 2026Q1: 1,703 shares 1,703 $364K 0.04% +363 Timeline CVSA COVISTA INC More: the full row for COVISTA 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: 3,881 shares; 2025Q4: 2,628 shares; 2026Q1: 3,155 shares 3,155 $364K 0.04% +527 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to 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: 694 shares 694 $362K 0.04% new Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR 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: 13,568 shares; 2025Q4: 13,007 shares; 2026Q1: 14,759 shares 14,759 $356K 0.04% +1,752 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,163 shares; 2025Q4: 1,187 shares; 2026Q1: 1,787 shares 1,787 $353K 0.04% +600 Timeline HEFA 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: 49,268 shares; 2025Q2: 12,362 shares; 2025Q3: 11,725 shares; 2025Q4: 8,845 shares; 2026Q1: 8,264 shares 8,264 $351K 0.04% -581 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST 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: 14,455 shares; 2025Q4: 14,656 shares; 2026Q1: 14,656 shares 14,656 $350K 0.04% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,614 shares 1,614 $350K 0.04% new Timeline IEI 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: 1,894 shares; 2025Q4: 2,949 shares; 2026Q1: 2,949 shares 2,949 $350K 0.04% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 472 shares; 2025Q1: not reported; 2025Q2: 1,081 shares; 2025Q3: 499 shares; 2025Q4: 476 shares; 2026Q1: 473 shares 473 $349K 0.04% -3 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 263 shares 263 $347K 0.04% new Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,076 shares 1,076 $347K 0.04% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,776 shares; 2025Q4: 6,232 shares; 2026Q1: 8,772 shares 8,772 $343K 0.04% +2,540 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS 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: 17,042 shares; 2025Q4: 10,605 shares; 2026Q1: 12,680 shares 12,680 $342K 0.04% +2,075 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,522 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $340K 0.04% 0 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: not reported; 2025Q4: not reported; 2026Q1: 1,253 shares 1,253 $339K 0.04% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 730 shares 730 $339K 0.04% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,422 shares; 2025Q1: 7,422 shares; 2025Q2: 7,422 shares; 2025Q3: 7,422 shares; 2025Q4: 7,421 shares; 2026Q1: 7,421 shares 7,421 $339K 0.04% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,041 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 3,065 shares; 2025Q3: 2,270 shares; 2025Q4: 2,270 shares; 2026Q1: 2,287 shares 2,287 $339K 0.04% +17 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,236 shares; 2025Q1: not reported; 2025Q2: 1,417 shares; 2025Q3: 1,477 shares; 2025Q4: 1,491 shares; 2026Q1: 1,870 shares 1,870 $337K 0.04% +379 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,057 shares; 2024Q4: 7,057 shares; 2025Q1: 7,057 shares; 2025Q2: 7,057 shares; 2025Q3: 7,057 shares; 2025Q4: 7,057 shares; 2026Q1: 6,955 shares 6,955 $337K 0.04% -102 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,459 shares; 2026Q1: 1,341 shares 1,341 $336K 0.04% -118 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,846 shares; 2025Q1: 1,742 shares; 2025Q2: 3,381 shares; 2025Q3: 2,589 shares; 2025Q4: 2,740 shares; 2026Q1: 4,349 shares 4,349 $335K 0.04% +1,609 Timeline SHYD 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: not reported; 2024Q4: 10,755 shares; 2025Q1: 10,755 shares; 2025Q2: 15,200 shares; 2025Q3: 15,200 shares; 2025Q4: 15,200 shares; 2026Q1: 14,760 shares 14,760 $334K 0.04% -440 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,729 shares; 2024Q4: 14,729 shares; 2025Q1: 14,729 shares; 2025Q2: 14,621 shares; 2025Q3: 14,623 shares; 2025Q4: 14,604 shares; 2026Q1: 8,959 shares 8,959 $332K 0.04% -5,645 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,800 shares; 2024Q4: 22,800 shares; 2025Q1: 22,800 shares; 2025Q2: 22,800 shares; 2025Q3: 22,800 shares; 2025Q4: 22,800 shares; 2026Q1: 22,800 shares 22,800 $329K 0.04% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,348 shares 6,348 $328K 0.04% new Timeline BCO BRINKS CO More: the full row for BRINKS 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: 2,624 shares; 2026Q1: 3,158 shares 3,158 $327K 0.04% +534 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,539 shares; 2025Q1: 2,658 shares; 2025Q2: 5,801 shares; 2025Q3: 5,716 shares; 2025Q4: 6,057 shares; 2026Q1: 6,883 shares 6,883 $326K 0.04% +826 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,019 shares; 2024Q4: 10,019 shares; 2025Q1: 10,019 shares; 2025Q2: 10,019 shares; 2025Q3: 10,016 shares; 2025Q4: 11,416 shares; 2026Q1: 11,909 shares 11,909 $325K 0.04% +493 Timeline BL BLACKLINE INC More: the full row for BLACKLINE 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: 7,341 shares; 2025Q3: 8,387 shares; 2025Q4: 7,632 shares; 2026Q1: 8,664 shares 8,664 $321K 0.04% +1,032 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS 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: 21,219 shares; 2025Q3: 19,342 shares; 2025Q4: 32,323 shares; 2026Q1: 35,459 shares 35,459 $319K 0.04% +3,136 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500 $318K 0.04% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,086 shares 1,086 $317K 0.04% new Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH 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: 12,378 shares; 2026Q1: 15,397 shares 15,397 $317K 0.04% +3,019 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,583 shares 1,583 $315K 0.04% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 436 shares; 2025Q1: 464 shares; 2025Q2: 1,003 shares; 2025Q3: 1,228 shares; 2025Q4: 789 shares; 2026Q1: 918 shares 918 $314K 0.04% +129 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,329 shares 3,329 $310K 0.03% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,740 shares; 2024Q4: 5,640 shares; 2025Q1: 5,640 shares; 2025Q2: 5,440 shares; 2025Q3: 4,840 shares; 2025Q4: 4,840 shares; 2026Q1: 3,900 shares 3,900 $309K 0.03% -940 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,114 shares 1,114 $308K 0.03% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,728 shares 3,728 $308K 0.03% new 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: 10,433 shares; 2024Q4: 10,372 shares; 2025Q1: 10,161 shares; 2025Q2: 1,912 shares; 2025Q3: not reported; 2025Q4: 819 shares; 2026Q1: 1,549 shares 1,549 $307K 0.03% +730 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: 472 shares; 2024Q4: 533 shares; 2025Q1: not reported; 2025Q2: 671 shares; 2025Q3: 642 shares; 2025Q4: 691 shares; 2026Q1: 1,253 shares 1,253 $305K 0.03% +562 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,308 shares; 2024Q4: 7,180 shares; 2025Q1: 7,180 shares; 2025Q2: 6,930 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares; 2026Q1: 5,045 shares 5,045 $303K 0.03% -1,105 Timeline SPSM 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: 6,168 shares; 2025Q1: 6,168 shares; 2025Q2: 6,168 shares; 2025Q3: 6,168 shares; 2025Q4: 6,168 shares; 2026Q1: 6,168 shares 6,168 $298K 0.03% 0 Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $297K 0.03% 0 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: not reported; 2025Q4: not reported; 2026Q1: 809 shares 809 $294K 0.03% new Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,463 shares; 2025Q1: 2,109 shares; 2025Q2: 2,812 shares; 2025Q3: 4,329 shares; 2025Q4: not reported; 2026Q1: 3,332 shares 3,332 $294K 0.03% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,382 shares 2,382 $292K 0.03% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,167 shares 1,167 $292K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares 1,775 $291K 0.03% 0 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 2,243 shares 2,243 $291K 0.03% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,300 shares; 2024Q4: 62,300 shares; 2025Q1: 62,300 shares; 2025Q2: 51,259 shares; 2025Q3: 39,650 shares; 2025Q4: 35,275 shares; 2026Q1: 20,341 shares 20,341 $290K 0.03% -14,934 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,167 shares; 2025Q1: 5,532 shares; 2025Q2: 12,150 shares; 2025Q3: 13,595 shares; 2025Q4: 7,824 shares; 2026Q1: 9,450 shares 9,450 $288K 0.03% +1,626 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 690 shares 690 $288K 0.03% new Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH 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: 3,179 shares; 2026Q1: 3,677 shares 3,677 $287K 0.03% +498 Timeline SPSC SPS COMM INC More: the full row for SPS COMM 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: 1,764 shares; 2025Q3: 4,218 shares; 2025Q4: 4,493 shares; 2026Q1: 5,154 shares 5,154 $287K 0.03% +661 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST 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: 21,100 shares; 2026Q1: 25,000 shares 25,000 $286K 0.03% +3,900 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,274 shares; 2024Q4: 10,548 shares; 2025Q1: 12,974 shares; 2025Q2: 12,128 shares; 2025Q3: 13,660 shares; 2025Q4: 13,439 shares; 2026Q1: 12,327 shares 12,327 $286K 0.03% -1,112 Timeline MLPI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $283K 0.03% new Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE 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: 917 shares; 2025Q4: 698 shares; 2026Q1: 850 shares 850 $281K 0.03% +152 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS 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: 3,797 shares; 2026Q1: 4,310 shares 4,310 $277K 0.03% +513 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,406 shares; 2025Q3: 4,418 shares; 2025Q4: 5,073 shares; 2026Q1: 5,084 shares 5,084 $275K 0.03% +11 Timeline DY DYCOM INDS INC More: the full row for DYCOM 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: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $271K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270 shares; 2025Q4: 286 shares; 2026Q1: 310 shares 310 $269K 0.03% +24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,066 shares 4,066 $268K 0.03% new 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: 2,252 shares; 2024Q4: 2,470 shares; 2025Q1: 2,308 shares; 2025Q2: 2,706 shares; 2025Q3: 2,808 shares; 2025Q4: 2,587 shares; 2026Q1: 2,766 shares 2,766 $267K 0.03% +179 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,295 shares; 2025Q1: not reported; 2025Q2: 1,111 shares; 2025Q3: 1,179 shares; 2025Q4: 1,555 shares; 2026Q1: 1,460 shares 1,460 $266K 0.03% -95 Timeline VPU 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: 1,330 shares; 2026Q1: 1,330 shares 1,330 $264K 0.03% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,138 shares 2,138 $263K 0.03% new Timeline QLYS QUALYS INC More: the full row for QUALYS 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: 2,460 shares; 2025Q3: 2,760 shares; 2025Q4: 2,678 shares; 2026Q1: 2,988 shares 2,988 $262K 0.03% +310 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: 6,853 shares; 2024Q4: 6,825 shares; 2025Q1: 6,825 shares; 2025Q2: 5,805 shares; 2025Q3: 5,780 shares; 2025Q4: 5,780 shares; 2026Q1: 3,850 shares 3,850 $260K 0.03% -1,930 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,530 shares; 2025Q4: 2,587 shares; 2026Q1: 2,852 shares 2,852 $260K 0.03% +265 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,936 shares; 2025Q1: 6,073 shares; 2025Q2: 5,008 shares; 2025Q3: 4,613 shares; 2025Q4: 4,613 shares; 2026Q1: 4,568 shares 4,568 $259K 0.03% -45 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 910 shares 910 $258K 0.03% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,507 shares 3,507 $255K 0.03% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,936 shares 1,936 $254K 0.03% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,612 shares; 2024Q4: 6,807 shares; 2025Q1: 6,914 shares; 2025Q2: 5,063 shares; 2025Q3: 4,547 shares; 2025Q4: 4,025 shares; 2026Q1: 3,791 shares 3,791 $254K 0.03% -234 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,046 shares 5,046 $254K 0.03% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,537 shares 7,537 $253K 0.03% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,929 shares 1,929 $253K 0.03% new Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,715 shares 1,715 $251K 0.03% new Timeline BLSH BULLISH More: the full row for BULLISH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,000 shares 7,000 $250K 0.03% new Timeline LQDH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,884 shares; 2025Q4: 6,019 shares; 2026Q1: 2,688 shares 2,688 $248K 0.03% -3,331 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: 4,677 shares; 2024Q4: 4,677 shares; 2025Q1: 4,062 shares; 2025Q2: 4,062 shares; 2025Q3: 4,062 shares; 2025Q4: 6,093 shares; 2026Q1: 6,093 shares 6,093 $247K 0.03% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,345 shares 1,345 $246K 0.03% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 956 shares; 2025Q3: 994 shares; 2025Q4: 1,025 shares; 2026Q1: 1,032 shares 1,032 $245K 0.03% +7 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,467 shares 2,467 $244K 0.03% new Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY 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: 3,173 shares; 2025Q3: 3,631 shares; 2025Q4: 3,679 shares; 2026Q1: 4,025 shares 4,025 $244K 0.03% +346 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,700 shares; 2026Q1: 13,700 shares 13,700 $243K 0.03% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON 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: 2,147 shares 2,147 $243K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,330 shares 7,330 $243K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,377 shares; 2025Q3: 2,492 shares; 2025Q4: 2,491 shares; 2026Q1: 2,491 shares 2,491 $242K 0.03% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 2,508 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,768 shares; 2025Q4: 5,038 shares; 2026Q1: 3,940 shares 3,940 $241K 0.03% -1,098 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,151 shares 4,151 $238K 0.03% new 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: 1,526 shares; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,121 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares; 2026Q1: 1,105 shares 1,105 $238K 0.03% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,213 shares 1,213 $237K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,148 shares 1,148 $237K 0.03% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,168 shares 2,168 $235K 0.03% 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: not reported; 2025Q4: not reported; 2026Q1: 12,647 shares 12,647 $234K 0.03% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,765 shares 1,765 $233K 0.03% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,459 shares; 2024Q4: 17,638 shares; 2025Q1: 19,129 shares; 2025Q2: 19,130 shares; 2025Q3: 19,735 shares; 2025Q4: 19,682 shares; 2026Q1: 1,330 shares 1,330 $232K 0.03% -18,352 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,096 shares; 2025Q4: 5,116 shares; 2026Q1: 5,091 shares 5,091 $231K 0.03% -25 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,922 shares; 2025Q3: 4,922 shares; 2025Q4: 4,823 shares; 2026Q1: 4,823 shares 4,823 $231K 0.03% 0 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS 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: 18,589 shares; 2025Q3: 16,227 shares; 2025Q4: 26,949 shares; 2026Q1: 9,646 shares 9,646 $228K 0.03% -17,303 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,667 shares; 2026Q1: 7,642 shares 7,642 $228K 0.03% +1,975 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: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 690 shares; 2026Q1: 690 shares 690 $227K 0.03% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,317 shares 1,317 $225K 0.03% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 1,863 shares; 2025Q1: 1,860 shares; 2025Q2: 1,860 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares; 2026Q1: 1,495 shares 1,495 $224K 0.03% -265 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,640 shares 1,640 $222K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,799 shares 3,799 $222K 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,976 shares 2,976 $222K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,094 shares 2,094 $220K 0.02% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 331 shares; 2025Q3: 320 shares; 2025Q4: 322 shares; 2026Q1: 227 shares 227 $218K 0.02% -95 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,565 shares; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares; 2025Q4: 2,565 shares; 2026Q1: 2,565 shares 2,565 $218K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,303 shares 2,303 $215K 0.02% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,083 shares 2,083 $215K 0.02% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,044 shares; 2025Q3: 7,564 shares; 2025Q4: not reported; 2026Q1: 6,946 shares 6,946 $213K 0.02% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,545 shares; 2026Q1: 1,132 shares 1,132 $211K 0.02% -413 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 1,930 shares; 2025Q1: 2,448 shares; 2025Q2: not reported; 2025Q3: 1,477 shares; 2025Q4: 1,477 shares; 2026Q1: 1,477 shares 1,477 $210K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,205 shares; 2025Q3: 1,204 shares; 2025Q4: 1,989 shares; 2026Q1: 1,312 shares 1,312 $210K 0.02% -677 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,653 shares 1,653 $207K 0.02% new 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: 1,575 shares 1,575 $206K 0.02% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,752 shares 2,752 $205K 0.02% new Timeline IBB 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: 6,302 shares; 2024Q4: 5,302 shares; 2025Q1: 3,638 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,782 shares; 2026Q1: 1,207 shares 1,207 $204K 0.02% -1,575 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,309 shares 1,309 $204K 0.02% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to 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: 329 shares 329 $203K 0.02% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,606 shares 3,606 $203K 0.02% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM 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: not reported; 2026Q1: 1,338 shares 1,338 $202K 0.02% new Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,440 shares 3,440 $201K 0.02% new Timeline GUMI 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: not reported; 2025Q2: not reported; 2025Q3: 7,950 shares; 2025Q4: not reported; 2026Q1: 3,970 shares 3,970 $200K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,791 shares 3,791 $200K 0.02% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,688 shares 17,688 $200K 0.02% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,547 shares 11,547 $196K 0.02% new Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,082 shares; 2025Q1: 10,477 shares; 2025Q2: 11,382 shares; 2025Q3: 26,083 shares; 2025Q4: 12,035 shares; 2026Q1: 12,035 shares 12,035 $189K 0.02% 0 Timeline PSO PEARSON PLC More: the full row for PEARSON 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: 14,058 shares 14,058 $185K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,349 shares 15,349 $154K 0.02% new Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,624 shares; 2025Q1: not reported; 2025Q2: 7,255 shares; 2025Q3: 14,544 shares; 2025Q4: 9,194 shares; 2026Q1: 10,707 shares 10,707 $151K 0.02% +1,513 Timeline BORR BORR DRILLING LTD More: the full row for BORR DRILLING 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: 25,000 shares; 2026Q1: 25,000 shares 25,000 $144K 0.02% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,387 shares 27,387 $138K 0.02% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,595 shares 15,595 $124K 0.01% new Timeline VEEE TWIN VEE POWERCATS CO More: the full row for TWIN VEE POWERCATS 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: 400,000 shares 400,000 $103K 0.01% new Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,919 shares 12,919 $102K 0.01% new Timeline RLMD RELMADA THERAPEUTICS INC More: the full row for RELMADA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,000 shares 13,000 $90.5K 0.01% new Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,513 shares 11,513 $83.6K 0.01% new Timeline BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,250 shares; 2024Q4: 222,250 shares; 2025Q1: 222,250 shares; 2025Q2: 222,250 shares; 2025Q3: 55,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $58.5K 0.01% 0 Timeline SNAP SNAP INC More: the full row for SNAP 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: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $46K 0.01% 0 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS 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: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $39.5K <0.01% 0 Timeline