TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 624,577 shares; 2025Q4: 692,124 shares; 2026Q1: 741,348 shares 741,348 $27.2M 5.57% +49,224 Timeline SMMD 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: 177,555 shares; 2024Q4: 292,799 shares; 2025Q1: 303,038 shares; 2025Q2: 310,495 shares; 2025Q3: 331,297 shares; 2025Q4: 352,861 shares; 2026Q1: 354,936 shares 354,936 $27.1M 5.55% +2,075 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,896 shares; 2024Q4: 79,131 shares; 2025Q1: 177,832 shares; 2025Q2: 245,388 shares; 2025Q3: 303,288 shares; 2025Q4: 325,315 shares; 2026Q1: 334,741 shares 334,741 $25.4M 5.2% +9,426 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: 63,670 shares; 2024Q4: 57,867 shares; 2025Q1: 54,887 shares; 2025Q2: 54,037 shares; 2025Q3: 52,530 shares; 2025Q4: 45,933 shares; 2026Q1: 44,800 shares 44,800 $13.9M 2.84% -1,133 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: 18,452 shares; 2024Q4: 20,176 shares; 2025Q1: 21,813 shares; 2025Q2: 23,048 shares; 2025Q3: 24,874 shares; 2025Q4: 29,114 shares; 2026Q1: 30,533 shares 30,533 $13.3M 2.73% +1,419 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: 30,584 shares; 2024Q4: 30,584 shares; 2025Q1: 29,552 shares; 2025Q2: 28,766 shares; 2025Q3: 29,090 shares; 2025Q4: 217,894 shares; 2026Q1: 231,540 shares 231,540 $12.5M 2.56% +13,646 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,120 shares; 2024Q4: 159,102 shares; 2025Q1: 182,944 shares; 2025Q2: 193,866 shares; 2025Q3: 195,074 shares; 2025Q4: 219,358 shares; 2026Q1: 230,873 shares 230,873 $11.7M 2.39% +11,515 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: 41,120 shares; 2024Q4: 48,950 shares; 2025Q1: 52,005 shares; 2025Q2: 51,360 shares; 2025Q3: 52,640 shares; 2025Q4: 59,963 shares; 2026Q1: 63,918 shares 63,918 $10.5M 2.15% +3,955 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,005 shares; 2024Q4: 133,205 shares; 2025Q1: 143,445 shares; 2025Q2: 149,475 shares; 2025Q3: 156,225 shares; 2025Q4: 163,710 shares; 2026Q1: 168,925 shares 168,925 $10.4M 2.13% +5,215 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: 6,921 shares; 2024Q4: 6,739 shares; 2025Q1: 6,640 shares; 2025Q2: 6,518 shares; 2025Q3: 6,337 shares; 2025Q4: 5,886 shares; 2026Q1: 5,698 shares 5,698 $8.39M 1.72% -188 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,320 shares; 2024Q4: 83,685 shares; 2025Q1: 82,965 shares; 2025Q2: 83,135 shares; 2025Q3: 84,275 shares; 2025Q4: 96,201 shares; 2026Q1: 102,145 shares 102,145 $7.69M 1.58% +5,944 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,158 shares; 2024Q4: 22,102 shares; 2025Q1: 22,102 shares; 2025Q2: 22,102 shares; 2025Q3: 22,069 shares; 2025Q4: 22,069 shares; 2026Q1: 22,074 shares 22,074 $6.6M 1.35% +5 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,650 shares; 2024Q4: 70,650 shares; 2025Q1: 65,650 shares; 2025Q2: 54,215 shares; 2025Q3: 47,215 shares; 2025Q4: 43,900 shares; 2026Q1: 35,225 shares 35,225 $6.5M 1.33% -8,675 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,730 shares; 2024Q4: 206,945 shares; 2025Q1: 210,055 shares; 2025Q2: 214,779 shares; 2025Q3: 248,379 shares; 2025Q4: 252,224 shares; 2026Q1: 251,769 shares 251,769 $5.99M 1.23% -455 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,034 shares; 2024Q4: 88,674 shares; 2025Q1: 87,689 shares; 2025Q2: 90,189 shares; 2025Q3: 88,944 shares; 2025Q4: 89,289 shares; 2026Q1: 88,911 shares 88,911 $5.82M 1.19% -378 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,540 shares; 2024Q4: 37,970 shares; 2025Q1: 35,750 shares; 2025Q2: 33,222 shares; 2025Q3: 29,784 shares; 2025Q4: 21,644 shares; 2026Q1: 20,612 shares 20,612 $5.81M 1.19% -1,032 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: 20,042 shares; 2024Q4: 20,042 shares; 2025Q1: 20,042 shares; 2025Q2: 20,042 shares; 2025Q3: 20,042 shares; 2025Q4: 20,042 shares; 2026Q1: 20,055 shares 20,055 $5.76M 1.18% +13 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: 16,600 shares; 2024Q4: 18,595 shares; 2025Q1: 19,165 shares; 2025Q2: 19,740 shares; 2025Q3: 20,480 shares; 2025Q4: 19,466 shares; 2026Q1: 19,039 shares 19,039 $5.47M 1.12% -427 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,135 shares; 2024Q4: 65,925 shares; 2025Q1: 69,850 shares; 2025Q2: 69,100 shares; 2025Q3: 74,655 shares; 2025Q4: 87,635 shares; 2026Q1: 96,375 shares 96,375 $5.47M 1.12% +8,740 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: 32,052 shares; 2024Q4: 30,147 shares; 2025Q1: 27,590 shares; 2025Q2: 26,964 shares; 2025Q3: 26,242 shares; 2025Q4: 24,918 shares; 2026Q1: 24,945 shares 24,945 $5.43M 1.11% +27 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,309 shares; 2024Q4: 18,189 shares; 2025Q1: 18,299 shares; 2025Q2: 18,019 shares; 2025Q3: 18,239 shares; 2025Q4: 17,379 shares; 2026Q1: 17,235 shares 17,235 $5.41M 1.11% -144 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: 20,159 shares; 2024Q4: 20,599 shares; 2025Q1: 20,223 shares; 2025Q2: 21,728 shares; 2025Q3: 22,089 shares; 2025Q4: 21,084 shares; 2026Q1: 21,123 shares 21,123 $5.36M 1.1% +39 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,024 shares; 2024Q4: 10,599 shares; 2025Q1: 12,234 shares; 2025Q2: 19,129 shares; 2025Q3: 23,614 shares; 2025Q4: 28,434 shares; 2026Q1: 28,994 shares 28,994 $5.24M 1.07% +560 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,458 shares; 2024Q4: 129,281 shares; 2025Q1: 149,700 shares; 2025Q2: 160,762 shares; 2025Q3: 160,830 shares; 2025Q4: 184,396 shares; 2026Q1: 193,728 shares 193,728 $4.67M 0.96% +9,332 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: 13,723 shares; 2024Q4: 14,070 shares; 2025Q1: 14,248 shares; 2025Q2: 14,499 shares; 2025Q3: 14,457 shares; 2025Q4: 14,251 shares; 2026Q1: 14,332 shares 14,332 $4.6M 0.94% +81 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,885 shares; 2024Q4: 46,025 shares; 2025Q1: 47,260 shares; 2025Q2: 60,335 shares; 2025Q3: 66,285 shares; 2025Q4: 59,985 shares; 2026Q1: 55,355 shares 55,355 $4.43M 0.91% -4,630 Timeline CMRE COSTAMARE INC More: the full row for COSTAMARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,004 shares; 2024Q4: 242,374 shares; 2025Q1: 253,409 shares; 2025Q2: 231,889 shares; 2025Q3: 237,154 shares; 2025Q4: 255,215 shares; 2026Q1: 257,675 shares 257,675 $4.35M 0.89% +2,460 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: 7,702 shares; 2024Q4: 7,632 shares; 2025Q1: 7,698 shares; 2025Q2: 8,208 shares; 2025Q3: 8,268 shares; 2025Q4: 7,952 shares; 2026Q1: 7,927 shares 7,927 $4.26M 0.87% -25 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,585 shares; 2024Q4: 50,535 shares; 2025Q1: 60,640 shares; 2025Q2: 98,845 shares; 2025Q3: 124,895 shares; 2025Q4: 194,470 shares; 2026Q1: 203,495 shares 203,495 $3.83M 0.79% +9,025 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: 44,647 shares; 2024Q4: 47,632 shares; 2025Q1: 47,542 shares; 2025Q2: 55,752 shares; 2025Q3: 59,482 shares; 2025Q4: 56,785 shares; 2026Q1: 61,555 shares 61,555 $3.73M 0.77% +4,770 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,542 shares; 2024Q4: 6,795 shares; 2025Q1: 7,270 shares; 2025Q2: 7,180 shares; 2025Q3: 7,150 shares; 2025Q4: 6,559 shares; 2026Q1: 6,281 shares 6,281 $3.72M 0.76% -278 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,199 shares; 2024Q4: 113,804 shares; 2025Q1: 115,139 shares; 2025Q2: 118,054 shares; 2025Q3: 124,239 shares; 2025Q4: 120,705 shares; 2026Q1: 99,860 shares 99,860 $3.71M 0.76% -20,845 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,144 shares; 2025Q3: 6,909 shares; 2025Q4: 16,165 shares; 2026Q1: 18,869 shares 18,869 $3.7M 0.76% +2,704 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,677 shares; 2024Q4: 49,540 shares; 2025Q1: 48,160 shares; 2025Q2: 41,850 shares; 2025Q3: 38,030 shares; 2025Q4: 35,470 shares; 2026Q1: 34,252 shares 34,252 $3.62M 0.74% -1,218 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,340 shares; 2024Q4: 23,330 shares; 2025Q1: 23,300 shares; 2025Q2: 24,320 shares; 2025Q3: 24,480 shares; 2025Q4: 25,350 shares; 2026Q1: 25,175 shares 25,175 $3.61M 0.74% -175 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,994 shares; 2025Q4: 36,695 shares; 2026Q1: 47,147 shares 47,147 $3.54M 0.73% +10,452 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: 2,845 shares; 2024Q4: 12,850 shares; 2025Q1: 14,770 shares; 2025Q2: 14,930 shares; 2025Q3: 15,140 shares; 2025Q4: 18,544 shares; 2026Q1: 19,999 shares 19,999 $3.49M 0.71% +1,455 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: 6,306 shares; 2024Q4: 6,297 shares; 2025Q1: 6,343 shares; 2025Q2: 6,271 shares; 2025Q3: 6,331 shares; 2025Q4: 6,791 shares; 2026Q1: 6,973 shares 6,973 $3.48M 0.71% +182 Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,587 shares; 2024Q4: 77,397 shares; 2025Q1: 84,617 shares; 2025Q2: 93,697 shares; 2025Q3: 98,262 shares; 2025Q4: 88,227 shares; 2026Q1: 89,972 shares 89,972 $3.43M 0.7% +1,745 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,085 shares; 2024Q4: 44,605 shares; 2025Q1: 45,240 shares; 2025Q2: 54,055 shares; 2025Q3: 76,771 shares; 2025Q4: 84,221 shares; 2026Q1: 83,131 shares 83,131 $3.27M 0.67% -1,090 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,462 shares; 2024Q4: 28,555 shares; 2025Q1: 29,255 shares; 2025Q2: 29,150 shares; 2025Q3: 29,620 shares; 2025Q4: 27,750 shares; 2026Q1: 26,950 shares 26,950 $3.26M 0.67% -800 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,170 shares; 2024Q4: 47,190 shares; 2025Q1: 44,905 shares; 2025Q2: 45,040 shares; 2025Q3: 46,075 shares; 2025Q4: 49,045 shares; 2026Q1: 57,090 shares 57,090 $3.1M 0.63% +8,045 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,965 shares; 2024Q4: 10,550 shares; 2025Q1: 11,325 shares; 2025Q2: 12,260 shares; 2025Q3: 12,815 shares; 2025Q4: 13,080 shares; 2026Q1: 12,950 shares 12,950 $2.99M 0.61% -130 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: 2,720 shares; 2024Q4: 3,019 shares; 2025Q1: 3,144 shares; 2025Q2: 3,133 shares; 2025Q3: 3,301 shares; 2025Q4: 3,247 shares; 2026Q1: 3,320 shares 3,320 $2.87M 0.59% +73 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,490 shares; 2025Q1: 22,255 shares; 2025Q2: 24,555 shares; 2025Q3: 28,535 shares; 2025Q4: 36,935 shares; 2026Q1: 41,350 shares 41,350 $2.86M 0.59% +4,415 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,670 shares; 2024Q4: 16,970 shares; 2025Q1: 15,620 shares; 2025Q2: 15,400 shares; 2025Q3: 15,035 shares; 2025Q4: 14,700 shares; 2026Q1: 13,850 shares 13,850 $2.84M 0.58% -850 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,970 shares; 2024Q4: 226,025 shares; 2025Q1: 215,510 shares; 2025Q2: 180,950 shares; 2025Q3: 183,080 shares; 2025Q4: 209,590 shares; 2026Q1: 207,623 shares 207,623 $2.8M 0.57% -1,967 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,363 shares; 2024Q4: 22,110 shares; 2025Q1: 21,660 shares; 2025Q2: 17,639 shares; 2025Q3: 17,074 shares; 2025Q4: 17,195 shares; 2026Q1: 17,406 shares 17,406 $2.78M 0.57% +211 Timeline VVX V2X INC More: the full row for V2X 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: 13,600 shares; 2025Q3: 21,410 shares; 2025Q4: 31,115 shares; 2026Q1: 37,115 shares 37,115 $2.54M 0.52% +6,000 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: 5,332 shares; 2024Q4: 5,282 shares; 2025Q1: 5,274 shares; 2025Q2: 5,269 shares; 2025Q3: 7,330 shares; 2025Q4: 11,814 shares; 2026Q1: 12,654 shares 12,654 $2.51M 0.51% +840 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,445 shares; 2024Q4: 9,110 shares; 2025Q1: 8,875 shares; 2025Q2: 8,865 shares; 2025Q3: 8,822 shares; 2025Q4: 8,862 shares; 2026Q1: 8,847 shares 8,847 $2.49M 0.51% -15 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,275 shares; 2024Q4: 33,665 shares; 2025Q1: 32,780 shares; 2025Q2: 32,385 shares; 2025Q3: 31,940 shares; 2025Q4: 31,175 shares; 2026Q1: 30,947 shares 30,947 $2.45M 0.5% -228 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,640 shares; 2024Q4: 42,535 shares; 2025Q1: 41,795 shares; 2025Q2: 41,495 shares; 2025Q3: 40,960 shares; 2025Q4: 36,950 shares; 2026Q1: 33,332 shares 33,332 $2.43M 0.5% -3,618 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,396 shares; 2025Q2: 25,446 shares; 2025Q3: 32,941 shares; 2025Q4: 41,956 shares; 2026Q1: 43,766 shares 43,766 $2.42M 0.5% +1,810 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: 19,785 shares; 2024Q4: 19,349 shares; 2025Q1: 18,857 shares; 2025Q2: 17,692 shares; 2025Q3: 19,075 shares; 2025Q4: 18,807 shares; 2026Q1: 19,782 shares 19,782 $2.38M 0.49% +975 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: 18,590 shares; 2024Q4: 23,135 shares; 2025Q1: 23,515 shares; 2025Q2: 23,915 shares; 2025Q3: 24,335 shares; 2025Q4: 24,860 shares; 2026Q1: 25,637 shares 25,637 $2.26M 0.46% +777 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,545 shares; 2024Q4: 52,535 shares; 2025Q1: 54,750 shares; 2025Q2: 62,420 shares; 2025Q3: 65,235 shares; 2025Q4: 70,780 shares; 2026Q1: 65,415 shares 65,415 $2.08M 0.43% -5,365 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,713 shares; 2025Q1: 1,669 shares; 2025Q2: 23,555 shares; 2025Q3: 23,130 shares; 2025Q4: 22,910 shares; 2026Q1: 21,995 shares 21,995 $2.03M 0.42% -915 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 3,029 shares; 2025Q1: 3,211 shares; 2025Q2: 3,181 shares; 2025Q3: 3,215 shares; 2025Q4: 3,516 shares; 2026Q1: 3,494 shares 3,494 $2M 0.41% -22 Timeline FDM 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: 21,907 shares; 2024Q4: 22,167 shares; 2025Q1: 22,019 shares; 2025Q2: 22,209 shares; 2025Q3: 22,209 shares; 2025Q4: 22,209 shares; 2026Q1: 24,307 shares 24,307 $2M 0.41% +2,098 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: 7,553 shares; 2024Q4: 7,636 shares; 2025Q1: 7,583 shares; 2025Q2: 7,540 shares; 2025Q3: 7,515 shares; 2025Q4: 7,464 shares; 2026Q1: 8,136 shares 8,136 $1.99M 0.41% +672 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,475 shares; 2025Q2: 18,005 shares; 2025Q3: 38,100 shares; 2025Q4: 78,485 shares; 2026Q1: 91,975 shares 91,975 $1.96M 0.4% +13,490 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,665 shares; 2024Q4: 17,980 shares; 2025Q1: 16,690 shares; 2025Q2: 16,075 shares; 2025Q3: 15,200 shares; 2025Q4: 14,160 shares; 2026Q1: 13,800 shares 13,800 $1.95M 0.4% -360 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,343 shares; 2024Q4: 4,638 shares; 2025Q1: 5,113 shares; 2025Q2: 5,168 shares; 2025Q3: 5,033 shares; 2025Q4: 5,708 shares; 2026Q1: 5,828 shares 5,828 $1.91M 0.39% +120 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,860 shares; 2024Q4: 114,758 shares; 2025Q1: 122,058 shares; 2025Q2: 129,082 shares; 2025Q3: 137,197 shares; 2025Q4: 121,857 shares; 2026Q1: 97,662 shares 97,662 $1.88M 0.38% -24,195 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT 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: 10,130 shares; 2025Q3: 15,150 shares; 2025Q4: 32,260 shares; 2026Q1: 34,460 shares 34,460 $1.88M 0.38% +2,200 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,310 shares; 2024Q4: 9,930 shares; 2025Q1: 13,160 shares; 2025Q2: 14,325 shares; 2025Q3: 16,010 shares; 2025Q4: 16,730 shares; 2026Q1: 15,812 shares 15,812 $1.85M 0.38% -918 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,020 shares; 2024Q4: 51,710 shares; 2025Q1: 50,545 shares; 2025Q2: 45,730 shares; 2025Q3: 45,830 shares; 2025Q4: 46,385 shares; 2026Q1: 45,772 shares 45,772 $1.85M 0.38% -613 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: 35,014 shares; 2024Q4: 29,963 shares; 2025Q1: 27,169 shares; 2025Q2: 25,011 shares; 2025Q3: 23,588 shares; 2025Q4: 23,393 shares; 2026Q1: 23,343 shares 23,343 $1.81M 0.37% -50 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,655 shares; 2024Q4: 22,520 shares; 2025Q1: 23,805 shares; 2025Q2: 34,490 shares; 2025Q3: 38,920 shares; 2025Q4: 41,690 shares; 2026Q1: 48,978 shares 48,978 $1.78M 0.37% +7,288 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,044 shares; 2024Q4: 7,869 shares; 2025Q1: 7,964 shares; 2025Q2: 8,229 shares; 2025Q3: 8,454 shares; 2025Q4: 8,304 shares; 2026Q1: 9,344 shares 9,344 $1.77M 0.36% +1,040 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 4,460 shares; 2025Q1: 4,350 shares; 2025Q2: 4,165 shares; 2025Q3: 4,150 shares; 2025Q4: 3,910 shares; 2026Q1: 3,710 shares 3,710 $1.76M 0.36% -200 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 1,945 shares; 2025Q1: 1,915 shares; 2025Q2: 6,035 shares; 2025Q3: 6,915 shares; 2025Q4: 12,299 shares; 2026Q1: 13,554 shares 13,554 $1.75M 0.36% +1,255 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,703 shares; 2024Q4: 17,068 shares; 2025Q1: 17,323 shares; 2025Q2: 22,458 shares; 2025Q3: 23,688 shares; 2025Q4: 24,303 shares; 2026Q1: 27,048 shares 27,048 $1.74M 0.36% +2,745 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,450 shares; 2024Q4: 10,460 shares; 2025Q1: 11,485 shares; 2025Q2: 11,900 shares; 2025Q3: 11,950 shares; 2025Q4: 11,670 shares; 2026Q1: 11,290 shares 11,290 $1.7M 0.35% -380 Timeline CBNK CAPITAL BANCORP INC MD More: the full row for CAPITAL BANCORP INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,140 shares; 2024Q4: 62,040 shares; 2025Q1: 60,040 shares; 2025Q2: 60,040 shares; 2025Q3: 60,040 shares; 2025Q4: 60,040 shares; 2026Q1: 56,000 shares 56,000 $1.67M 0.34% -4,040 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,347 shares; 2024Q4: 2,327 shares; 2025Q1: 2,212 shares; 2025Q2: 2,128 shares; 2025Q3: 2,124 shares; 2025Q4: 2,125 shares; 2026Q1: 2,116 shares 2,116 $1.63M 0.33% -9 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: 3,139 shares; 2024Q4: 2,834 shares; 2025Q1: 2,687 shares; 2025Q2: 2,577 shares; 2025Q3: 2,477 shares; 2025Q4: 2,297 shares; 2026Q1: 2,212 shares 2,212 $1.61M 0.33% -85 Timeline PLGO PELAGOS INS CAP LTD More: the full row for PELAGOS INS CAP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,915 shares; 2024Q4: 45,460 shares; 2025Q1: 55,515 shares; 2025Q2: 53,120 shares; 2025Q3: 56,220 shares; 2025Q4: 78,185 shares; 2026Q1: 83,295 shares 83,295 $1.59M 0.33% +5,110 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,618 shares; 2024Q4: 17,347 shares; 2025Q1: 18,237 shares; 2025Q2: 17,054 shares; 2025Q3: 16,709 shares; 2025Q4: 17,245 shares; 2026Q1: 17,073 shares 17,073 $1.58M 0.32% -172 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,095 shares; 2024Q4: 9,310 shares; 2025Q1: 10,080 shares; 2025Q2: 10,440 shares; 2025Q3: 10,510 shares; 2025Q4: 10,600 shares; 2026Q1: 10,802 shares 10,802 $1.56M 0.32% +202 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,570 shares; 2024Q4: 9,030 shares; 2025Q1: 8,625 shares; 2025Q2: 8,445 shares; 2025Q3: 8,435 shares; 2025Q4: 8,325 shares; 2026Q1: 7,965 shares 7,965 $1.56M 0.32% -360 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: 6,025 shares; 2024Q4: 6,025 shares; 2025Q1: 6,054 shares; 2025Q2: 5,910 shares; 2025Q3: 5,910 shares; 2025Q4: 5,910 shares; 2026Q1: 5,910 shares 5,910 $1.55M 0.32% 0 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,975 shares; 2024Q4: 21,515 shares; 2025Q1: 21,165 shares; 2025Q2: 21,140 shares; 2025Q3: 21,510 shares; 2025Q4: 26,245 shares; 2026Q1: 26,555 shares 26,555 $1.55M 0.32% +310 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,570 shares; 2024Q4: 14,783 shares; 2025Q1: 14,783 shares; 2025Q2: 14,283 shares; 2025Q3: 14,588 shares; 2025Q4: 15,335 shares; 2026Q1: 16,138 shares 16,138 $1.52M 0.31% +803 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: 1,132 shares; 2024Q4: 3,692 shares; 2025Q1: 3,692 shares; 2025Q2: 3,692 shares; 2025Q3: 3,692 shares; 2025Q4: 4,168 shares; 2026Q1: 4,168 shares 4,168 $1.49M 0.3% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,275 shares; 2024Q4: 79,721 shares; 2025Q1: 89,599 shares; 2025Q2: 57,701 shares; 2025Q3: 15,850 shares; 2025Q4: 16,217 shares; 2026Q1: 16,217 shares 16,217 $1.47M 0.3% 0 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,965 shares; 2025Q1: 19,390 shares; 2025Q2: 20,215 shares; 2025Q3: 20,190 shares; 2025Q4: 19,985 shares; 2026Q1: 19,842 shares 19,842 $1.45M 0.3% -143 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: 7,519 shares; 2024Q4: 7,394 shares; 2025Q1: 7,144 shares; 2025Q2: 6,875 shares; 2025Q3: 6,745 shares; 2025Q4: 5,740 shares; 2026Q1: 5,665 shares 5,665 $1.4M 0.29% -75 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,950 shares; 2024Q4: 11,570 shares; 2025Q1: 11,311 shares; 2025Q2: 11,066 shares; 2025Q3: 11,036 shares; 2025Q4: 10,871 shares; 2026Q1: 10,086 shares 10,086 $1.37M 0.28% -785 Timeline SLYV 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: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000 $1.32M 0.27% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,620 shares; 2025Q2: 52,670 shares; 2025Q3: 85,460 shares; 2025Q4: 144,775 shares; 2026Q1: 137,830 shares 137,830 $1.31M 0.27% -6,945 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,419 shares 1,419 $1.31M 0.27% new 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: 2,164 shares; 2024Q4: 2,539 shares; 2025Q1: 2,231 shares; 2025Q2: 2,260 shares; 2025Q3: 2,286 shares; 2025Q4: 3,260 shares; 2026Q1: 3,498 shares 3,498 $1.29M 0.27% +238 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares 17,000 $1.29M 0.26% 0 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,500 shares; 2025Q3: 23,500 shares; 2025Q4: 23,543 shares; 2026Q1: 23,543 shares 23,543 $1.29M 0.26% 0 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: 10,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,400 shares; 2025Q3: 26,515 shares; 2025Q4: 41,445 shares; 2026Q1: 45,452 shares 45,452 $1.28M 0.26% +4,007 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,080 shares; 2024Q4: 80,950 shares; 2025Q1: 91,995 shares; 2025Q2: 93,930 shares; 2025Q3: 114,485 shares; 2025Q4: 64,870 shares; 2026Q1: 70,705 shares 70,705 $1.28M 0.26% +5,835 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,931 shares; 2024Q4: 18,713 shares; 2025Q1: 21,272 shares; 2025Q2: 22,150 shares; 2025Q3: 22,126 shares; 2025Q4: 24,054 shares; 2026Q1: 23,125 shares 23,125 $1.28M 0.26% -929 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,010 shares; 2024Q4: 14,010 shares; 2025Q1: 19,995 shares; 2025Q2: 28,145 shares; 2025Q3: 28,130 shares; 2025Q4: 31,370 shares; 2026Q1: 29,430 shares 29,430 $1.27M 0.26% -1,940 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: 3,361 shares; 2025Q1: 3,536 shares; 2025Q2: 3,466 shares; 2025Q3: 3,436 shares; 2025Q4: 4,560 shares; 2026Q1: 4,320 shares 4,320 $1.26M 0.26% -240 Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,776 shares; 2024Q4: 50,686 shares; 2025Q1: 43,386 shares; 2025Q2: 28,096 shares; 2025Q3: 28,886 shares; 2025Q4: 26,661 shares; 2026Q1: 45,466 shares 45,466 $1.25M 0.26% +18,805 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,995 shares; 2024Q4: 72,275 shares; 2025Q1: 60,985 shares; 2025Q2: 53,025 shares; 2025Q3: 52,170 shares; 2025Q4: 96,185 shares; 2026Q1: 106,805 shares 106,805 $1.23M 0.25% +10,620 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,376 shares; 2024Q4: 9,505 shares; 2025Q1: 10,165 shares; 2025Q2: 10,045 shares; 2025Q3: 9,935 shares; 2025Q4: 9,865 shares; 2026Q1: 10,072 shares 10,072 $1.22M 0.25% +207 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,647 shares; 2025Q4: 8,082 shares; 2026Q1: 9,265 shares 9,265 $1.22M 0.25% +1,183 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,205 shares; 2025Q2: 4,270 shares; 2025Q3: 5,155 shares; 2025Q4: 6,685 shares; 2026Q1: 7,740 shares 7,740 $1.2M 0.25% +1,055 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: 8,382 shares; 2024Q4: 8,692 shares; 2025Q1: 8,717 shares; 2025Q2: 8,822 shares; 2025Q3: 8,912 shares; 2025Q4: 8,652 shares; 2026Q1: 8,567 shares 8,567 $1.19M 0.24% -85 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,705 shares; 2024Q4: 7,924 shares; 2025Q1: 8,501 shares; 2025Q2: 8,713 shares; 2025Q3: 8,653 shares; 2025Q4: 8,682 shares; 2026Q1: 8,462 shares 8,462 $1.17M 0.24% -220 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 10,902 shares; 2026Q1: 32,043 shares 32,043 $1.15M 0.24% +21,141 Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP 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: 23,195 shares; 2025Q3: 34,450 shares; 2025Q4: 37,179 shares; 2026Q1: 37,844 shares 37,844 $1.13M 0.23% +665 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER 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: 10,030 shares; 2026Q1: 13,340 shares 13,340 $1.11M 0.23% +3,310 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: 3,120 shares; 2024Q4: 2,965 shares; 2025Q1: 2,915 shares; 2025Q2: 2,855 shares; 2025Q3: 2,700 shares; 2025Q4: 2,455 shares; 2026Q1: 2,300 shares 2,300 $1.1M 0.23% -155 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,445 shares; 2024Q4: 7,720 shares; 2025Q1: 7,545 shares; 2025Q2: 7,505 shares; 2025Q3: 7,315 shares; 2025Q4: 7,390 shares; 2026Q1: 7,380 shares 7,380 $1.1M 0.23% -10 Timeline IWR 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: 5,800 shares; 2025Q3: 5,800 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $1.07M 0.22% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: 3,090 shares; 2025Q1: 3,075 shares; 2025Q2: 3,107 shares; 2025Q3: 3,017 shares; 2025Q4: 2,997 shares; 2026Q1: 2,996 shares 2,996 $1.05M 0.22% -1 Timeline REZ 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: 9,352 shares; 2024Q4: 9,305 shares; 2025Q1: 10,290 shares; 2025Q2: 10,683 shares; 2025Q3: 10,829 shares; 2025Q4: 11,873 shares; 2026Q1: 12,488 shares 12,488 $1.04M 0.21% +615 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,990 shares; 2024Q4: 12,085 shares; 2025Q1: 11,525 shares; 2025Q2: 12,505 shares; 2025Q3: 18,090 shares; 2025Q4: 17,650 shares; 2026Q1: 17,351 shares 17,351 $1.04M 0.21% -299 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,085 shares; 2024Q4: 53,835 shares; 2025Q1: 52,405 shares; 2025Q2: 51,340 shares; 2025Q3: 49,860 shares; 2025Q4: 49,210 shares; 2026Q1: 48,510 shares 48,510 $1.04M 0.21% -700 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 4,010 shares; 2025Q1: 4,000 shares; 2025Q2: 3,855 shares; 2025Q3: 3,605 shares; 2025Q4: 3,605 shares; 2026Q1: 3,700 shares 3,700 $1.02M 0.21% +95 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA 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: 4,880 shares; 2025Q3: 5,415 shares; 2025Q4: 5,625 shares; 2026Q1: 7,075 shares 7,075 $961K 0.2% +1,450 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,340 shares; 2024Q4: 12,005 shares; 2025Q1: 11,620 shares; 2025Q2: 11,725 shares; 2025Q3: 12,165 shares; 2025Q4: 12,545 shares; 2026Q1: 12,905 shares 12,905 $954K 0.2% +360 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: 3,549 shares; 2024Q4: 3,424 shares; 2025Q1: 3,424 shares; 2025Q2: 3,404 shares; 2025Q3: 3,464 shares; 2025Q4: 3,245 shares; 2026Q1: 3,650 shares 3,650 $885K 0.18% +405 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,165 shares; 2024Q4: 39,770 shares; 2025Q1: 31,010 shares; 2025Q2: 30,180 shares; 2025Q3: 29,385 shares; 2025Q4: 47,390 shares; 2026Q1: 51,140 shares 51,140 $871K 0.18% +3,750 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,540 shares; 2024Q4: 14,520 shares; 2025Q1: 16,945 shares; 2025Q2: 17,270 shares; 2025Q3: 16,520 shares; 2025Q4: 16,225 shares; 2026Q1: 16,200 shares 16,200 $870K 0.18% -25 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,903 shares; 2024Q4: 18,993 shares; 2025Q1: 18,093 shares; 2025Q2: 15,193 shares; 2025Q3: 14,115 shares; 2025Q4: 13,760 shares; 2026Q1: 16,085 shares 16,085 $860K 0.18% +2,325 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: 14,497 shares; 2024Q4: 14,497 shares; 2025Q1: 12,382 shares; 2025Q2: 11,982 shares; 2025Q3: 12,047 shares; 2025Q4: 12,132 shares; 2026Q1: 12,932 shares 12,932 $853K 0.17% +800 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,775 shares; 2024Q4: 9,680 shares; 2025Q1: 9,655 shares; 2025Q2: 8,125 shares; 2025Q3: 8,025 shares; 2025Q4: 7,740 shares; 2026Q1: 7,540 shares 7,540 $835K 0.17% -200 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,950 shares; 2025Q4: 8,030 shares; 2026Q1: 8,805 shares 8,805 $829K 0.17% +775 Timeline IJT 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: 3,955 shares; 2024Q4: 4,180 shares; 2025Q1: 4,093 shares; 2025Q2: 5,316 shares; 2025Q3: 5,352 shares; 2025Q4: 5,352 shares; 2026Q1: 5,690 shares 5,690 $823K 0.17% +338 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,590 shares; 2024Q4: 33,615 shares; 2025Q1: 35,115 shares; 2025Q2: 24,465 shares; 2025Q3: 23,115 shares; 2025Q4: 31,095 shares; 2026Q1: 35,285 shares 35,285 $822K 0.17% +4,190 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: 3,976 shares 3,976 $784K 0.16% new Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,011 shares; 2024Q4: 33,351 shares; 2025Q1: 34,401 shares; 2025Q2: 34,465 shares; 2025Q3: 34,575 shares; 2025Q4: 33,025 shares; 2026Q1: 32,437 shares 32,437 $779K 0.16% -588 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: 6,085 shares; 2024Q4: 6,205 shares; 2025Q1: 6,395 shares; 2025Q2: 6,390 shares; 2025Q3: 6,390 shares; 2025Q4: 5,940 shares; 2026Q1: 5,890 shares 5,890 $764K 0.16% -50 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: 3,770 shares; 2025Q1: 3,770 shares; 2025Q2: 3,770 shares; 2025Q3: 3,770 shares; 2025Q4: 3,645 shares; 2026Q1: 3,565 shares 3,565 $762K 0.16% -80 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 7,413 shares; 2025Q1: 7,696 shares; 2025Q2: 7,806 shares; 2025Q3: 7,686 shares; 2025Q4: 5,203 shares; 2026Q1: 4,788 shares 4,788 $758K 0.16% -415 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,605 shares; 2026Q1: 4,993 shares 4,993 $749K 0.15% +1,388 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,786 shares; 2025Q1: 5,305 shares; 2025Q2: 5,255 shares; 2025Q3: 5,115 shares; 2025Q4: 4,055 shares; 2026Q1: 3,955 shares 3,955 $746K 0.15% -100 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: 13,290 shares; 2024Q4: 11,960 shares; 2025Q1: 10,885 shares; 2025Q2: 10,210 shares; 2025Q3: 10,145 shares; 2025Q4: 9,920 shares; 2026Q1: 9,635 shares 9,635 $743K 0.15% -285 Timeline IJS 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: 5,772 shares; 2024Q4: 5,951 shares; 2025Q1: 5,742 shares; 2025Q2: 6,229 shares; 2025Q3: 6,271 shares; 2025Q4: 6,271 shares; 2026Q1: 6,271 shares 6,271 $743K 0.15% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,455 shares; 2024Q4: 11,550 shares; 2025Q1: 11,070 shares; 2025Q2: 8,935 shares; 2025Q3: 6,880 shares; 2025Q4: 6,050 shares; 2026Q1: 5,830 shares 5,830 $742K 0.15% -220 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,973 shares; 2025Q3: 5,372 shares; 2025Q4: 4,062 shares; 2026Q1: 3,911 shares 3,911 $713K 0.15% -151 Timeline VOE 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: 5,501 shares; 2025Q3: 4,829 shares; 2025Q4: 4,625 shares; 2026Q1: 3,720 shares 3,720 $686K 0.14% -905 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,875 shares; 2024Q4: 7,770 shares; 2025Q1: 6,583 shares; 2025Q2: 5,970 shares; 2025Q3: 5,725 shares; 2025Q4: 4,910 shares; 2026Q1: 4,409 shares 4,409 $663K 0.14% -501 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: 2,227 shares; 2025Q2: 3,182 shares; 2025Q3: 3,192 shares; 2025Q4: 3,547 shares; 2026Q1: 5,712 shares 5,712 $658K 0.13% +2,165 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: 2,085 shares; 2024Q4: 2,005 shares; 2025Q1: 1,920 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,925 shares; 2026Q1: 1,900 shares 1,900 $628K 0.13% -25 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,885 shares; 2024Q4: 79,525 shares; 2025Q1: 82,065 shares; 2025Q2: 70,875 shares; 2025Q3: 63,420 shares; 2025Q4: 31,190 shares; 2026Q1: 27,050 shares 27,050 $608K 0.12% -4,140 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,600 shares; 2025Q1: 11,600 shares; 2025Q2: 11,600 shares; 2025Q3: 11,600 shares; 2025Q4: 11,600 shares; 2026Q1: 11,600 shares 11,600 $605K 0.12% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 1,913 shares; 2025Q1: 1,913 shares; 2025Q2: 1,913 shares; 2025Q3: 2,143 shares; 2025Q4: 4,436 shares; 2026Q1: 4,432 shares 4,432 $589K 0.12% -4 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,570 shares; 2024Q4: 43,825 shares; 2025Q1: 51,000 shares; 2025Q2: 82,795 shares; 2025Q3: 79,040 shares; 2025Q4: 56,755 shares; 2026Q1: 61,127 shares 61,127 $587K 0.12% +4,372 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,148 shares; 2024Q4: 15,073 shares; 2025Q1: 15,418 shares; 2025Q2: 15,118 shares; 2025Q3: 14,873 shares; 2025Q4: 10,668 shares; 2026Q1: 10,293 shares 10,293 $574K 0.12% -375 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: 2,680 shares; 2024Q4: 2,525 shares; 2025Q1: 2,190 shares; 2025Q2: 1,365 shares; 2025Q3: 1,350 shares; 2025Q4: 1,340 shares; 2026Q1: 1,330 shares 1,330 $567K 0.12% -10 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,870 shares; 2026Q1: 15,875 shares 15,875 $564K 0.12% +5 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: 17,760 shares; 2025Q1: 20,360 shares; 2025Q2: 17,980 shares; 2025Q3: 17,980 shares; 2025Q4: 16,590 shares; 2026Q1: 16,265 shares 16,265 $538K 0.11% -325 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: 3,820 shares; 2024Q4: 3,466 shares; 2025Q1: 3,256 shares; 2025Q2: 3,061 shares; 2025Q3: 2,901 shares; 2025Q4: 2,807 shares; 2026Q1: 2,767 shares 2,767 $537K 0.11% -40 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,344 shares; 2025Q1: 1,309 shares; 2025Q2: 1,300 shares; 2025Q3: 1,265 shares; 2025Q4: 1,261 shares; 2026Q1: 1,241 shares 1,241 $528K 0.11% -20 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,135 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,465 shares; 2025Q3: 8,835 shares; 2025Q4: 9,230 shares; 2026Q1: 9,430 shares 9,430 $526K 0.11% +200 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 2,952 shares; 2025Q1: 2,905 shares; 2025Q2: 2,654 shares; 2025Q3: 2,463 shares; 2025Q4: 2,203 shares; 2026Q1: 1,801 shares 1,801 $517K 0.11% -402 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,350 shares; 2024Q4: 5,810 shares; 2025Q1: 5,770 shares; 2025Q2: 4,245 shares; 2025Q3: 4,860 shares; 2025Q4: 4,860 shares; 2026Q1: 4,550 shares 4,550 $507K 0.1% -310 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: 2,943 shares; 2024Q4: 3,649 shares; 2025Q1: 3,502 shares; 2025Q2: 3,295 shares; 2025Q3: 3,378 shares; 2025Q4: 3,188 shares; 2026Q1: 2,973 shares 2,973 $504K 0.1% -215 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,075 shares; 2024Q4: 6,750 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,805 shares; 2025Q4: 6,495 shares; 2026Q1: 5,405 shares 5,405 $498K 0.1% -1,090 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,952 shares; 2025Q1: 6,802 shares; 2025Q2: 6,802 shares; 2025Q3: 6,802 shares; 2025Q4: 8,264 shares; 2026Q1: 7,615 shares 7,615 $488K 0.1% -649 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: 21,068 shares; 2024Q4: 18,624 shares; 2025Q1: 19,947 shares; 2025Q2: 18,749 shares; 2025Q3: 17,393 shares; 2025Q4: 13,774 shares; 2026Q1: 16,209 shares 16,209 $465K 0.1% +2,435 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: 1,710 shares; 2024Q4: 1,485 shares; 2025Q1: 1,480 shares; 2025Q2: 1,470 shares; 2025Q3: 1,550 shares; 2025Q4: 1,395 shares; 2026Q1: 1,340 shares 1,340 $463K 0.09% -55 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,575 shares; 2025Q3: 19,575 shares; 2025Q4: 19,325 shares; 2026Q1: 18,925 shares 18,925 $460K 0.09% -400 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,561 shares; 2025Q1: 1,561 shares; 2025Q2: 1,634 shares; 2025Q3: 1,498 shares; 2025Q4: 1,613 shares; 2026Q1: 1,562 shares 1,562 $459K 0.09% -51 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: 1,788 shares; 2024Q4: 2,118 shares; 2025Q1: 2,118 shares; 2025Q2: 2,107 shares; 2025Q3: 2,102 shares; 2025Q4: 2,065 shares; 2026Q1: 2,135 shares 2,135 $442K 0.09% +70 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,065 shares; 2024Q4: 13,015 shares; 2025Q1: 13,015 shares; 2025Q2: 12,965 shares; 2025Q3: 13,065 shares; 2025Q4: 13,280 shares; 2026Q1: 13,280 shares 13,280 $439K 0.09% 0 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS 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: 19,105 shares; 2025Q3: 25,670 shares; 2025Q4: 34,265 shares; 2026Q1: 35,315 shares 35,315 $439K 0.09% +1,050 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 2,108 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,518 shares 6,518 $439K 0.09% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,950 shares; 2025Q4: 4,520 shares; 2026Q1: 4,520 shares 4,520 $436K 0.09% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 2,760 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,495 shares; 2025Q4: 2,230 shares; 2026Q1: 2,130 shares 2,130 $430K 0.09% -100 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: 3,585 shares; 2024Q4: 4,149 shares; 2025Q1: 4,115 shares; 2025Q2: 3,940 shares; 2025Q3: 3,925 shares; 2025Q4: 3,804 shares; 2026Q1: 3,408 shares 3,408 $424K 0.09% -396 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,294 shares; 2025Q1: 1,109 shares; 2025Q2: 1,109 shares; 2025Q3: 859 shares; 2025Q4: 799 shares; 2026Q1: 769 shares 769 $418K 0.09% -30 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,560 shares; 2024Q4: 12,110 shares; 2025Q1: 10,295 shares; 2025Q2: 5,715 shares; 2025Q3: 5,365 shares; 2025Q4: 4,940 shares; 2026Q1: 4,485 shares 4,485 $418K 0.09% -455 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,451 shares 2,451 $381K 0.08% new 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: 714 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 536 shares; 2026Q1: 520 shares 520 $368K 0.08% -16 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,445 shares; 2024Q4: 9,950 shares; 2025Q1: 10,545 shares; 2025Q2: 10,150 shares; 2025Q3: 9,855 shares; 2025Q4: 9,310 shares; 2026Q1: 7,850 shares 7,850 $368K 0.08% -1,460 Timeline IWL 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: 2,353 shares; 2025Q1: 2,353 shares; 2025Q2: 2,114 shares; 2025Q3: 1,990 shares; 2025Q4: 2,290 shares; 2026Q1: 2,225 shares 2,225 $357K 0.07% -65 Timeline DTD 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: 10,580 shares; 2024Q4: 9,930 shares; 2025Q1: 8,155 shares; 2025Q2: 4,080 shares; 2025Q3: 4,080 shares; 2025Q4: 4,080 shares; 2026Q1: 4,080 shares 4,080 $352K 0.07% 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: 2,345 shares; 2024Q4: 2,345 shares; 2025Q1: 2,345 shares; 2025Q2: 2,345 shares; 2025Q3: 2,295 shares; 2025Q4: 2,295 shares; 2026Q1: 2,295 shares 2,295 $351K 0.07% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $345K 0.07% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,330 shares; 2025Q1: 2,255 shares; 2025Q2: 2,230 shares; 2025Q3: 2,165 shares; 2025Q4: 1,915 shares; 2026Q1: 1,620 shares 1,620 $342K 0.07% -295 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,205 shares; 2024Q4: 7,055 shares; 2025Q1: 7,055 shares; 2025Q2: 7,015 shares; 2025Q3: 6,560 shares; 2025Q4: 6,850 shares; 2026Q1: 5,805 shares 5,805 $340K 0.07% -1,045 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,786 shares 10,786 $336K 0.07% new 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: not reported; 2024Q4: 2,669 shares; 2025Q1: 2,610 shares; 2025Q2: 2,578 shares; 2025Q3: 2,578 shares; 2025Q4: 2,644 shares; 2026Q1: 2,657 shares 2,657 $330K 0.07% +13 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,019 shares; 2025Q4: not reported; 2026Q1: 4,319 shares 4,319 $328K 0.07% new Timeline MMS MAXIMUS INC More: the full row for MAXIMUS 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: 3,470 shares; 2026Q1: 5,120 shares 5,120 $328K 0.07% +1,650 Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,300 shares; 2026Q1: 11,075 shares 11,075 $310K 0.06% +1,775 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,485 shares 1,485 $308K 0.06% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,329 shares; 2025Q4: 1,447 shares; 2026Q1: 1,447 shares 1,447 $306K 0.06% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,080 shares; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 825 shares; 2025Q4: 740 shares; 2026Q1: 995 shares 995 $297K 0.06% +255 Timeline IWP 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: 2,318 shares; 2024Q4: 2,318 shares; 2025Q1: 2,318 shares; 2025Q2: 2,318 shares; 2025Q3: 2,318 shares; 2025Q4: 2,318 shares; 2026Q1: 2,318 shares 2,318 $297K 0.06% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 3,645 shares; 2025Q1: 3,535 shares; 2025Q2: 2,880 shares; 2025Q3: 2,855 shares; 2025Q4: 2,855 shares; 2026Q1: 2,712 shares 2,712 $293K 0.06% -143 Timeline VECO VEECO INSTRS INC DEL More: the full row for VEECO INSTRS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,940 shares; 2024Q4: 9,980 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,150 shares; 2025Q4: 9,150 shares; 2026Q1: 8,450 shares 8,450 $286K 0.06% -700 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,813 shares; 2024Q4: 11,615 shares; 2025Q1: 11,665 shares; 2025Q2: 11,865 shares; 2025Q3: 11,275 shares; 2025Q4: 6,750 shares; 2026Q1: 6,562 shares 6,562 $275K 0.06% -188 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,615 shares; 2024Q4: 20,095 shares; 2025Q1: 21,945 shares; 2025Q2: 19,070 shares; 2025Q3: 13,930 shares; 2025Q4: 11,065 shares; 2026Q1: 10,715 shares 10,715 $275K 0.06% -350 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: 1,517 shares; 2024Q4: 1,417 shares; 2025Q1: 1,350 shares; 2025Q2: 1,239 shares; 2025Q3: 1,238 shares; 2025Q4: 1,226 shares; 2026Q1: 1,127 shares 1,127 $273K 0.06% -99 Timeline CARS CARS COM INC More: the full row for CARS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,385 shares; 2024Q4: 70,035 shares; 2025Q1: 69,165 shares; 2025Q2: 62,940 shares; 2025Q3: 62,940 shares; 2025Q4: 35,380 shares; 2026Q1: 33,140 shares 33,140 $269K 0.06% -2,240 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,041 shares; 2025Q4: 1,041 shares; 2026Q1: 1,041 shares 1,041 $268K 0.05% 0 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,977 shares; 2025Q1: 2,837 shares; 2025Q2: 2,820 shares; 2025Q3: 2,795 shares; 2025Q4: 2,770 shares; 2026Q1: 2,375 shares 2,375 $264K 0.05% -395 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,843 shares; 2024Q4: 4,680 shares; 2025Q1: 3,580 shares; 2025Q2: 3,580 shares; 2025Q3: 3,580 shares; 2025Q4: 3,580 shares; 2026Q1: 3,655 shares 3,655 $263K 0.05% +75 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,574 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares; 2026Q1: 2,860 shares 2,860 $254K 0.05% +290 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: 782 shares; 2024Q4: 742 shares; 2025Q1: 742 shares; 2025Q2: 742 shares; 2025Q3: 773 shares; 2025Q4: 817 shares; 2026Q1: 767 shares 767 $252K 0.05% -50 Timeline SBGI SINCLAIR INC More: the full row for SINCLAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,370 shares; 2025Q1: 28,075 shares; 2025Q2: 25,530 shares; 2025Q3: 26,495 shares; 2025Q4: 24,305 shares; 2026Q1: 19,370 shares 19,370 $251K 0.05% -4,935 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 74 shares 74 $250K 0.05% -5 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,920 shares; 2024Q4: 3,112 shares; 2025Q1: 2,832 shares; 2025Q2: 2,252 shares; 2025Q3: 2,127 shares; 2025Q4: not reported; 2026Q1: 1,757 shares 1,757 $250K 0.05% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 833 shares; 2025Q4: 989 shares; 2026Q1: 987 shares 987 $245K 0.05% -2 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: 2,293 shares; 2024Q4: 2,268 shares; 2025Q1: 2,268 shares; 2025Q2: 2,038 shares; 2025Q3: 2,038 shares; 2025Q4: 1,973 shares; 2026Q1: 1,773 shares 1,773 $243K 0.05% -200 Timeline IMCG 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: 3,061 shares; 2025Q1: 3,063 shares; 2025Q2: 3,065 shares; 2025Q3: 3,067 shares; 2025Q4: 3,069 shares; 2026Q1: 3,071 shares 3,071 $242K 0.05% +2 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: 4,550 shares; 2024Q4: 5,099 shares; 2025Q1: 6,592 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,678 shares 4,678 $235K 0.05% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 4,755 shares; 2025Q1: 4,630 shares; 2025Q2: 4,170 shares; 2025Q3: 4,130 shares; 2025Q4: 3,880 shares; 2026Q1: 3,880 shares 3,880 $234K 0.05% 0 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: 758 shares; 2024Q4: 648 shares; 2025Q1: 588 shares; 2025Q2: 625 shares; 2025Q3: 669 shares; 2025Q4: 763 shares; 2026Q1: 763 shares 763 $231K 0.05% 0 Timeline CCSI CONSENSUS CLOUD SOLUTIONS IN More: the full row for CONSENSUS CLOUD SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,630 shares; 2026Q1: 9,630 shares 9,630 $229K 0.05% 0 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,765 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,700 shares 1,700 $226K 0.05% new Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,030 shares; 2025Q1: 5,645 shares; 2025Q2: 5,605 shares; 2025Q3: 5,745 shares; 2025Q4: 4,625 shares; 2026Q1: 4,290 shares 4,290 $226K 0.05% -335 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: not reported; 2025Q1: 11,275 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,717 shares 7,717 $224K 0.05% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,795 shares; 2025Q1: 8,795 shares; 2025Q2: 4,467 shares; 2025Q3: 4,467 shares; 2025Q4: 5,138 shares; 2026Q1: 4,467 shares 4,467 $223K 0.05% -671 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,342 shares; 2024Q4: 23,637 shares; 2025Q1: 22,097 shares; 2025Q2: 17,812 shares; 2025Q3: 16,762 shares; 2025Q4: 15,662 shares; 2026Q1: 15,662 shares 15,662 $221K 0.05% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,030 shares; 2024Q4: 4,655 shares; 2025Q1: 4,655 shares; 2025Q2: 4,735 shares; 2025Q3: 4,685 shares; 2025Q4: 4,540 shares; 2026Q1: 4,540 shares 4,540 $219K 0.04% 0 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to 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: 7,695 shares 7,695 $216K 0.04% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,768 shares; 2025Q3: 2,768 shares; 2025Q4: 2,768 shares; 2026Q1: 2,768 shares 2,768 $212K 0.04% 0 Timeline FNDB 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: not reported; 2025Q3: not reported; 2025Q4: 7,683 shares; 2026Q1: 7,683 shares 7,683 $209K 0.04% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 210 shares; 2025Q1: 185 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 440 shares 440 $209K 0.04% new Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS 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: 3,375 shares 3,375 $209K 0.04% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,380 shares; 2024Q4: 22,897 shares; 2025Q1: 29,127 shares; 2025Q2: 31,447 shares; 2025Q3: 29,917 shares; 2025Q4: 18,822 shares; 2026Q1: 16,642 shares 16,642 $169K 0.03% -2,180 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,215 shares; 2024Q4: 30,970 shares; 2025Q1: 30,710 shares; 2025Q2: 28,355 shares; 2025Q3: 27,995 shares; 2025Q4: 16,105 shares; 2026Q1: 16,105 shares 16,105 $143K 0.03% 0 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,399 shares; 2024Q4: 56,592 shares; 2025Q1: 56,367 shares; 2025Q2: 40,087 shares; 2025Q3: 30,197 shares; 2025Q4: 15,272 shares; 2026Q1: 15,272 shares 15,272 $133K 0.03% 0 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,385 shares; 2024Q4: 29,185 shares; 2025Q1: 28,150 shares; 2025Q2: 28,150 shares; 2025Q3: 28,150 shares; 2025Q4: 20,900 shares; 2026Q1: 20,900 shares 20,900 $132K 0.03% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,520 shares; 2024Q4: 57,545 shares; 2025Q1: 64,020 shares; 2025Q2: 54,205 shares; 2025Q3: 38,450 shares; 2025Q4: 17,380 shares; 2026Q1: 15,228 shares 15,228 $91.2K 0.02% -2,152 Timeline SVC SERVICE PPTYS TR More: the full row for SERVICE PPTYS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,450 shares; 2024Q4: 30,900 shares; 2025Q1: 29,450 shares; 2025Q2: 28,250 shares; 2025Q3: 31,316 shares; 2025Q4: 20,091 shares; 2026Q1: 19,865 shares 19,865 $26.9K 0.01% -226 Timeline BASA BASANITE INC More: the full row for BASANITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares; 2025Q3: 31,000 shares; 2025Q4: 31,000 shares; 2026Q1: 31,000 shares 31,000 $787 <0.01% 0 Timeline