IUSV 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: 2,321,388 shares; 2024Q4: 2,586,389 shares; 2025Q1: 2,767,550 shares; 2025Q2: 3,036,844 shares; 2025Q3: 3,370,931 shares; 2025Q4: 3,772,169 shares; 2026Q1: 3,893,371 shares 3,893,371 $398M 6.87% +121,202 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: 1,637,976 shares; 2024Q4: 1,801,697 shares; 2025Q1: 2,142,183 shares; 2025Q2: 2,349,882 shares; 2025Q3: 2,634,839 shares; 2025Q4: 2,886,475 shares; 2026Q1: 4,836,410 shares 4,836,410 $363M 6.26% +1,949,935 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: 4,620,587 shares; 2024Q4: 4,153,526 shares; 2025Q1: 4,135,251 shares; 2025Q2: 3,752,017 shares; 2025Q3: 4,222,690 shares; 2025Q4: 4,604,175 shares; 2026Q1: 7,645,647 shares 7,645,647 $353M 6.09% +3,041,472 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: 2,251,726 shares; 2024Q4: 2,387,215 shares; 2025Q1: 2,180,507 shares; 2025Q2: 2,203,650 shares; 2025Q3: 2,346,137 shares; 2025Q4: 2,615,739 shares; 2026Q1: 3,579,192 shares 3,579,192 $350M 6.04% +963,453 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,703 shares; 2025Q1: 16,172 shares; 2025Q2: 27,207 shares; 2025Q3: 39,677 shares; 2025Q4: 1,475,543 shares; 2026Q1: 3,051,056 shares 3,051,056 $246M 4.24% +1,575,513 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,064,220 shares; 2024Q4: 1,477,499 shares; 2025Q1: 2,407,903 shares; 2025Q2: 2,692,601 shares; 2025Q3: 2,970,673 shares; 2025Q4: 2,442,525 shares; 2026Q1: 4,025,407 shares 4,025,407 $212M 3.66% +1,582,882 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: 531,906 shares; 2024Q4: 600,125 shares; 2025Q1: 788,617 shares; 2025Q2: 782,445 shares; 2025Q3: 880,946 shares; 2025Q4: 818,786 shares; 2026Q1: 930,665 shares 930,665 $179M 3.08% +111,879 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 477 shares; 2025Q1: not reported; 2025Q2: 329,758 shares; 2025Q3: 363,425 shares; 2025Q4: 623,771 shares; 2026Q1: 2,996,562 shares 2,996,562 $178M 3.08% +2,372,791 Timeline IUSG 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: 840,995 shares; 2024Q4: 874,688 shares; 2025Q1: 869,695 shares; 2025Q2: 741,665 shares; 2025Q3: 805,325 shares; 2025Q4: 1,131,808 shares; 2026Q1: 1,133,813 shares 1,133,813 $176M 3.03% +2,005 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,840,775 shares; 2025Q3: 2,047,454 shares; 2025Q4: 2,671,379 shares; 2026Q1: 5,137,263 shares 5,137,263 $166M 2.85% +2,465,884 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,099,493 shares; 2024Q4: 1,138,267 shares; 2025Q1: 1,782,359 shares; 2025Q2: 1,469,931 shares; 2025Q3: 1,676,585 shares; 2025Q4: 2,099,816 shares; 2026Q1: 3,811,756 shares 3,811,756 $153M 2.64% +1,711,940 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 947,287 shares; 2024Q4: 1,110,623 shares; 2025Q1: 1,822,184 shares; 2025Q2: 1,562,415 shares; 2025Q3: 1,805,453 shares; 2025Q4: 2,045,637 shares; 2026Q1: 3,298,834 shares 3,298,834 $140M 2.42% +1,253,197 Timeline PAVE 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: 1,003 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 673,808 shares; 2026Q1: 2,695,326 shares 2,695,326 $137M 2.36% +2,021,518 Timeline FTEC 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: 168,770 shares; 2024Q4: 192,219 shares; 2025Q1: 214,133 shares; 2025Q2: 241,903 shares; 2025Q3: 263,250 shares; 2025Q4: 278,876 shares; 2026Q1: 547,277 shares 547,277 $114M 1.96% +268,401 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: 122,491 shares; 2024Q4: 142,042 shares; 2025Q1: 75,934 shares; 2025Q2: 228,501 shares; 2025Q3: 242,138 shares; 2025Q4: 264,985 shares; 2026Q1: 520,387 shares 520,387 $110M 1.9% +255,402 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 508,333 shares 508,333 $105M 1.8% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,545 shares; 2025Q1: 9,632 shares; 2025Q2: 8,384 shares; 2025Q3: 9,458 shares; 2025Q4: 771,355 shares; 2026Q1: 2,163,059 shares 2,163,059 $104M 1.79% +1,391,704 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: 402,734 shares; 2024Q4: 493,112 shares; 2025Q1: 356,377 shares; 2025Q2: 419,810 shares; 2025Q3: 440,725 shares; 2025Q4: 473,402 shares; 2026Q1: 916,625 shares 916,625 $97.3M 1.68% +443,223 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: 163,757 shares; 2025Q3: 182,523 shares; 2025Q4: 206,700 shares; 2026Q1: 923,635 shares 923,635 $95.5M 1.65% +716,935 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: 674,663 shares; 2024Q4: 727,374 shares; 2025Q1: 1,604,428 shares; 2025Q2: 1,094,296 shares; 2025Q3: 1,154,612 shares; 2025Q4: 1,252,271 shares; 2026Q1: 1,836,270 shares 1,836,270 $95.4M 1.64% +583,999 Timeline DEM 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: 1,032,362 shares; 2024Q4: 1,078,965 shares; 2025Q1: 2,117,604 shares; 2025Q2: 1,155,914 shares; 2025Q3: 1,184,479 shares; 2025Q4: 1,208,266 shares; 2026Q1: 1,910,625 shares 1,910,625 $94.9M 1.64% +702,359 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,644,018 shares; 2024Q4: 2,493,128 shares; 2025Q1: 4,730,371 shares; 2025Q2: 2,523,479 shares; 2025Q3: 2,553,719 shares; 2025Q4: 2,510,632 shares; 2026Q1: 2,557,353 shares 2,557,353 $90.9M 1.57% +46,721 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: 32,613 shares; 2025Q1: 6,036 shares; 2025Q2: 7,100 shares; 2025Q3: 7,162 shares; 2025Q4: 6,808 shares; 2026Q1: 1,668,727 shares 1,668,727 $90.2M 1.56% +1,661,919 Timeline SPTI 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: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,868,259 shares 2,868,259 $82.2M 1.42% new Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,269,077 shares; 2024Q4: 1,288,872 shares; 2025Q1: 2,475,711 shares; 2025Q2: 1,471,668 shares; 2025Q3: 1,527,200 shares; 2025Q4: 1,548,613 shares; 2026Q1: 1,981,354 shares 1,981,354 $78.7M 1.36% +432,741 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,435 shares; 2024Q4: 282,649 shares; 2025Q1: 526,681 shares; 2025Q2: 713,729 shares; 2025Q3: 931,359 shares; 2025Q4: 1,097,089 shares; 2026Q1: 1,806,176 shares 1,806,176 $70.4M 1.21% +709,087 Timeline VWOB 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: 322,710 shares; 2024Q4: 359,180 shares; 2025Q1: 125,577 shares; 2025Q2: 454,736 shares; 2025Q3: 510,008 shares; 2025Q4: 598,995 shares; 2026Q1: 1,052,328 shares 1,052,328 $69.1M 1.19% +453,333 Timeline LRGF 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: 375,104 shares; 2024Q4: 405,247 shares; 2025Q1: 436,674 shares; 2025Q2: 478,100 shares; 2025Q3: 526,364 shares; 2025Q4: 569,266 shares; 2026Q1: 964,191 shares 964,191 $63.6M 1.1% +394,925 Timeline MLN 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: 414,848 shares; 2024Q4: 617,629 shares; 2025Q1: 1,611,950 shares; 2025Q2: 1,586,659 shares; 2025Q3: 1,742,132 shares; 2025Q4: 2,244,274 shares; 2026Q1: 3,251,917 shares 3,251,917 $56.7M 0.98% +1,007,643 Timeline FSMD 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: 1,293 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,257,283 shares; 2026Q1: 1,230,588 shares 1,230,588 $55M 0.95% -26,695 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: 704,788 shares; 2024Q4: 767,016 shares; 2025Q1: 788,564 shares; 2025Q2: 905,403 shares; 2025Q3: 859,972 shares; 2025Q4: 793,054 shares; 2026Q1: 1,098,741 shares 1,098,741 $54.8M 0.95% +305,687 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: 249,363 shares; 2024Q4: 270,756 shares; 2025Q1: 444,211 shares; 2025Q2: 479,901 shares; 2025Q3: 550,887 shares; 2025Q4: 593,590 shares; 2026Q1: 544,803 shares 544,803 $51.7M 0.89% -48,787 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457,895 shares; 2024Q4: 619,739 shares; 2025Q1: 905,627 shares; 2025Q2: 1,156,455 shares; 2025Q3: 1,459,162 shares; 2025Q4: 1,619,964 shares; 2026Q1: 2,003,929 shares 2,003,929 $44.8M 0.77% +383,965 Timeline FDVV 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: 272,247 shares; 2024Q4: 273,157 shares; 2025Q1: 294,263 shares; 2025Q2: 314,688 shares; 2025Q3: 121,047 shares; 2025Q4: 191,723 shares; 2026Q1: 801,268 shares 801,268 $44.3M 0.76% +609,545 Timeline ONEY 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: 67,027 shares; 2024Q4: 67,339 shares; 2025Q1: 421,115 shares; 2025Q2: 252,445 shares; 2025Q3: 263,788 shares; 2025Q4: 363,542 shares; 2026Q1: 350,816 shares 350,816 $42.1M 0.73% -12,726 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 736,346 shares 736,346 $36.8M 0.64% new Timeline INTF 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: 1,203,074 shares; 2024Q4: 1,229,373 shares; 2025Q1: 2,290,401 shares; 2025Q2: 1,237,354 shares; 2025Q3: 1,259,454 shares; 2025Q4: 1,248,534 shares; 2026Q1: 863,114 shares 863,114 $33.6M 0.58% -385,420 Timeline VMBS 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: 648,805 shares; 2024Q4: 775,541 shares; 2025Q1: 849,464 shares; 2025Q2: 971,032 shares; 2025Q3: 1,105,746 shares; 2025Q4: 694,210 shares; 2026Q1: 696,072 shares 696,072 $32.7M 0.56% +1,862 Timeline JPIB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 663,626 shares 663,626 $31.7M 0.55% new Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 314,847 shares; 2026Q1: 1,256,014 shares 1,256,014 $31.7M 0.55% +941,167 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 565,125 shares; 2026Q1: 1,077,203 shares 1,077,203 $31.6M 0.55% +512,078 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,059 shares; 2024Q4: 294,867 shares; 2025Q1: 642,836 shares; 2025Q2: 404,973 shares; 2025Q3: 425,307 shares; 2025Q4: 502,128 shares; 2026Q1: 696,640 shares 696,640 $31.5M 0.54% +194,512 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 639,942 shares 639,942 $31.5M 0.54% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,208,324 shares 1,208,324 $29.3M 0.51% new 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: 136,949 shares; 2024Q4: 138,732 shares; 2025Q1: 215,650 shares; 2025Q2: 141,354 shares; 2025Q3: 146,775 shares; 2025Q4: 146,975 shares; 2026Q1: 167,142 shares 167,142 $29.1M 0.5% +20,167 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,633 shares; 2024Q4: 178,958 shares; 2025Q1: 198,213 shares; 2025Q2: 254,661 shares; 2025Q3: 326,663 shares; 2025Q4: 374,496 shares; 2026Q1: 716,897 shares 716,897 $23.9M 0.41% +342,401 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 504,648 shares 504,648 $22.2M 0.38% 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: 41,624 shares; 2024Q4: 44,195 shares; 2025Q1: 48,064 shares; 2025Q2: 51,115 shares; 2025Q3: 25,133 shares; 2025Q4: 26,572 shares; 2026Q1: 59,166 shares 59,166 $21.9M 0.38% +32,594 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: 58,797 shares; 2024Q4: 60,851 shares; 2025Q1: 106,197 shares; 2025Q2: 66,254 shares; 2025Q3: 68,407 shares; 2025Q4: 69,801 shares; 2026Q1: 83,101 shares 83,101 $21.1M 0.36% +13,300 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,754 shares; 2025Q1: 45,412 shares; 2025Q2: 73,455 shares; 2025Q3: 105,223 shares; 2025Q4: 130,210 shares; 2026Q1: 252,541 shares 252,541 $17.9M 0.31% +122,331 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,263 shares; 2024Q4: 195,004 shares; 2025Q1: 340,841 shares; 2025Q2: 209,142 shares; 2025Q3: 223,652 shares; 2025Q4: 233,118 shares; 2026Q1: 219,931 shares 219,931 $17.7M 0.31% -13,187 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,914 shares; 2025Q1: 24,613 shares; 2025Q2: 42,077 shares; 2025Q3: 66,377 shares; 2025Q4: 76,862 shares; 2026Q1: 158,988 shares 158,988 $17.7M 0.3% +82,126 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,449 shares; 2025Q1: 16,225 shares; 2025Q2: 30,661 shares; 2025Q3: 55,760 shares; 2025Q4: 67,495 shares; 2026Q1: 135,582 shares 135,582 $15M 0.26% +68,087 Timeline DFCF 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: 335,901 shares 335,901 $14.2M 0.24% new Timeline DFGX 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: 5,477 shares; 2025Q1: not reported; 2025Q2: 63,842 shares; 2025Q3: 110,480 shares; 2025Q4: 162,276 shares; 2026Q1: 258,466 shares 258,466 $13.6M 0.23% +96,190 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,383 shares; 2025Q1: 13,916 shares; 2025Q2: 27,438 shares; 2025Q3: 48,966 shares; 2025Q4: 58,638 shares; 2026Q1: 115,444 shares 115,444 $11.5M 0.2% +56,806 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: 19,167 shares; 2024Q4: 24,952 shares; 2025Q1: 40,359 shares; 2025Q2: 35,021 shares; 2025Q3: 38,948 shares; 2025Q4: 41,393 shares; 2026Q1: 37,895 shares 37,895 $10.9M 0.19% -3,498 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 190 shares; 2025Q1: 24,490 shares; 2025Q2: 55,603 shares; 2025Q3: 102,033 shares; 2025Q4: 140,865 shares; 2026Q1: 210,864 shares 210,864 $10.1M 0.17% +69,999 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: 174,688 shares; 2024Q4: 176,765 shares; 2025Q1: 306,946 shares; 2025Q2: 170,877 shares; 2025Q3: 176,894 shares; 2025Q4: 227,919 shares; 2026Q1: 188,886 shares 188,886 $9.86M 0.17% -39,033 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,306 shares; 2025Q1: 47,262 shares; 2025Q2: 100,230 shares; 2025Q3: 185,584 shares; 2025Q4: 256,523 shares; 2026Q1: 225,124 shares 225,124 $9.35M 0.16% -31,399 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 154,021 shares 154,021 $7.88M 0.14% new Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 278,702 shares; 2025Q2: 149,653 shares; 2025Q3: 153,272 shares; 2025Q4: 156,783 shares; 2026Q1: 146,401 shares 146,401 $7.62M 0.13% -10,382 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,575 shares; 2025Q1: 18,528 shares; 2025Q2: 39,438 shares; 2025Q3: 73,375 shares; 2025Q4: 93,280 shares; 2026Q1: 198,262 shares 198,262 $7.29M 0.13% +104,982 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: 33,439 shares; 2024Q4: 33,859 shares; 2025Q1: 61,540 shares; 2025Q2: 50,421 shares; 2025Q3: 49,555 shares; 2025Q4: 49,582 shares; 2026Q1: 34,202 shares 34,202 $7.12M 0.12% -15,380 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: 28,563 shares; 2024Q4: 26,868 shares; 2025Q1: 37,502 shares; 2025Q2: 25,667 shares; 2025Q3: 26,663 shares; 2025Q4: 25,953 shares; 2026Q1: 22,868 shares 22,868 $7.08M 0.12% -3,085 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: 4,555 shares; 2024Q4: 6,038 shares; 2025Q1: 6,033 shares; 2025Q2: 19,078 shares; 2025Q3: 15,652 shares; 2025Q4: 17,713 shares; 2026Q1: 53,994 shares 53,994 $6.95M 0.12% +36,281 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: 31,458 shares; 2024Q4: 26,820 shares; 2025Q1: 37,486 shares; 2025Q2: 29,897 shares; 2025Q3: 33,115 shares; 2025Q4: 31,049 shares; 2026Q1: 23,296 shares 23,296 $6.85M 0.12% -7,753 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: 3,259 shares; 2024Q4: 413 shares; 2025Q1: 219 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,817 shares; 2026Q1: 18,903 shares 18,903 $6.39M 0.11% +8,086 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,389 shares; 2024Q4: 18,637 shares; 2025Q1: 14,314 shares; 2025Q2: 202,348 shares; 2025Q3: 249,848 shares; 2025Q4: not reported; 2026Q1: 240,119 shares 240,119 $6.19M 0.11% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,333 shares; 2024Q4: 15,058 shares; 2025Q1: 19,999 shares; 2025Q2: 14,395 shares; 2025Q3: 15,052 shares; 2025Q4: 14,999 shares; 2026Q1: 10,065 shares 10,065 $5.76M 0.1% -4,934 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,053 shares; 2024Q4: 14,322 shares; 2025Q1: 8,293 shares; 2025Q2: 10,799 shares; 2025Q3: 10,321 shares; 2025Q4: 68,903 shares; 2026Q1: 102,785 shares 102,785 $5.28M 0.09% +33,882 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: 1,478 shares; 2024Q4: 4,884 shares; 2025Q1: 7,425 shares; 2025Q2: 8,060 shares; 2025Q3: 8,784 shares; 2025Q4: 8,939 shares; 2026Q1: 8,597 shares 8,597 $5.14M 0.09% -342 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: 3,447 shares; 2025Q1: 6,084 shares; 2025Q2: 6,187 shares; 2025Q3: 7,038 shares; 2025Q4: 6,543 shares; 2026Q1: 7,505 shares 7,505 $4.9M 0.08% +962 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,403 shares; 2024Q4: 8,569 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,467 shares; 2025Q4: 62,243 shares; 2026Q1: 63,151 shares 63,151 $4.89M 0.08% +908 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: 1,899 shares; 2024Q4: 11,744 shares; 2025Q1: 4,215 shares; 2025Q2: 18,635 shares; 2025Q3: 20,705 shares; 2025Q4: 21,993 shares; 2026Q1: 29,185 shares 29,185 $4.83M 0.08% +7,192 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: 29,848 shares; 2024Q4: 35,373 shares; 2025Q1: 88,402 shares; 2025Q2: 74,790 shares; 2025Q3: 93,766 shares; 2025Q4: 85,354 shares; 2026Q1: 60,171 shares 60,171 $4.67M 0.08% -25,183 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: 20,923 shares; 2024Q4: 24,422 shares; 2025Q1: 25,106 shares; 2025Q2: 34,658 shares; 2025Q3: 16,764 shares; 2025Q4: 18,374 shares; 2026Q1: 18,357 shares 18,357 $4.49M 0.08% -17 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 132 shares; 2025Q1: 9,106 shares; 2025Q2: 18,061 shares; 2025Q3: 88,963 shares; 2025Q4: 105,327 shares; 2026Q1: 165,406 shares 165,406 $4.47M 0.08% +60,079 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 168,151 shares 168,151 $4.23M 0.07% new 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: 476 shares; 2025Q1: not reported; 2025Q2: 11,941 shares; 2025Q3: 14,308 shares; 2025Q4: 15,899 shares; 2026Q1: 21,948 shares 21,948 $4.14M 0.07% +6,049 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,904 shares; 2025Q1: 15,620 shares; 2025Q2: 29,150 shares; 2025Q3: 49,815 shares; 2025Q4: 62,664 shares; 2026Q1: 58,192 shares 58,192 $4.14M 0.07% -4,472 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: 3,116 shares; 2024Q4: 346 shares; 2025Q1: 498 shares; 2025Q2: 22,538 shares; 2025Q3: 27,669 shares; 2025Q4: 30,473 shares; 2026Q1: 41,499 shares 41,499 $3.9M 0.07% +11,026 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: 3,344 shares; 2024Q4: 5,683 shares; 2025Q1: 10,081 shares; 2025Q2: 7,316 shares; 2025Q3: 8,528 shares; 2025Q4: 8,732 shares; 2026Q1: 10,478 shares 10,478 $3.9M 0.07% +1,746 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: 11,198 shares; 2024Q4: 12,063 shares; 2025Q1: 12,473 shares; 2025Q2: 14,985 shares; 2025Q3: 2,941 shares; 2025Q4: 2,990 shares; 2026Q1: 11,992 shares 11,992 $3.85M 0.07% +9,002 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,096 shares; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,652 shares; 2026Q1: 31,413 shares 31,413 $3.73M 0.06% +13,761 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 159 shares; 2025Q1: 176 shares; 2025Q2: not reported; 2025Q3: 23,719 shares; 2025Q4: 25,002 shares; 2026Q1: 25,211 shares 25,211 $3.68M 0.06% +209 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,899 shares 12,899 $3.64M 0.06% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,430 shares; 2024Q4: 16,084 shares; 2025Q1: 35,052 shares; 2025Q2: 53,969 shares; 2025Q3: 55,806 shares; 2025Q4: 56,620 shares; 2026Q1: 92,851 shares 92,851 $3.61M 0.06% +36,231 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: 13,063 shares; 2024Q4: 18,415 shares; 2025Q1: 22,741 shares; 2025Q2: 32,217 shares; 2025Q3: 36,695 shares; 2025Q4: 35,148 shares; 2026Q1: 39,089 shares 39,089 $3.54M 0.06% +3,941 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 306 shares; 2025Q1: 1,067 shares; 2025Q2: 962 shares; 2025Q3: 1,167 shares; 2025Q4: 1,207 shares; 2026Q1: 9,350 shares 9,350 $3.33M 0.06% +8,143 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,364 shares; 2024Q4: 5,556 shares; 2025Q1: 27,165 shares; 2025Q2: 16,683 shares; 2025Q3: 26,728 shares; 2025Q4: 28,139 shares; 2026Q1: 40,962 shares 40,962 $3.3M 0.06% +12,823 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: 3,149 shares; 2024Q4: 3,617 shares; 2025Q1: 13,126 shares; 2025Q2: 7,233 shares; 2025Q3: 8,844 shares; 2025Q4: 9,173 shares; 2026Q1: 10,880 shares 10,880 $3.12M 0.05% +1,707 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: 1,457 shares; 2024Q4: 4,837 shares; 2025Q1: 6,258 shares; 2025Q2: 8,681 shares; 2025Q3: 10,035 shares; 2025Q4: 10,475 shares; 2026Q1: 6,478 shares 6,478 $3.1M 0.05% -3,997 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,129 shares 57,129 $3.1M 0.05% new 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: 75,182 shares; 2024Q4: 79,600 shares; 2025Q1: 176,531 shares; 2025Q2: 87,788 shares; 2025Q3: 77,084 shares; 2025Q4: 69,212 shares; 2026Q1: 60,944 shares 60,944 $3.06M 0.05% -8,268 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 748 shares; 2025Q1: 353 shares; 2025Q2: 6,290 shares; 2025Q3: 15,649 shares; 2025Q4: 17,151 shares; 2026Q1: 12,395 shares 12,395 $2.97M 0.05% -4,756 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 924 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,212 shares; 2026Q1: 54,130 shares 54,130 $2.92M 0.05% +13,918 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,674 shares; 2024Q4: 205,393 shares; 2025Q1: 208,610 shares; 2025Q2: 191,920 shares; 2025Q3: 213,482 shares; 2025Q4: 214,499 shares; 2026Q1: 203,968 shares 203,968 $2.87M 0.05% -10,531 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: 63,530 shares; 2024Q4: 58,671 shares; 2025Q1: 81,290 shares; 2025Q2: 63,789 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101,867 shares 101,867 $2.86M 0.05% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,497 shares; 2025Q1: 5,730 shares; 2025Q2: 21,523 shares; 2025Q3: 23,148 shares; 2025Q4: 25,024 shares; 2026Q1: 33,472 shares 33,472 $2.8M 0.05% +8,448 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,014 shares; 2026Q1: 8,396 shares 8,396 $2.78M 0.05% +2,382 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: not reported; 2024Q4: 1 shares; 2025Q1: 2,091 shares; 2025Q2: 3,513 shares; 2025Q3: 9,136 shares; 2025Q4: 12,995 shares; 2026Q1: 14,191 shares 14,191 $2.72M 0.05% +1,196 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265,494 shares; 2025Q4: 306,255 shares; 2026Q1: 410,834 shares 410,834 $2.7M 0.05% +104,579 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: 417 shares; 2024Q4: 357 shares; 2025Q1: 3,411 shares; 2025Q2: 3,887 shares; 2025Q3: 4,122 shares; 2025Q4: 4,290 shares; 2026Q1: 4,655 shares 4,655 $2.69M 0.05% +365 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: 14,270 shares; 2024Q4: 13,049 shares; 2025Q1: 17,442 shares; 2025Q2: 11,490 shares; 2025Q3: not reported; 2025Q4: 4,192 shares; 2026Q1: 16,327 shares 16,327 $2.68M 0.05% +12,135 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: 2,972 shares; 2024Q4: 2,731 shares; 2025Q1: 3,221 shares; 2025Q2: 3,478 shares; 2025Q3: 2,176 shares; 2025Q4: 2,169 shares; 2026Q1: 2,901 shares 2,901 $2.67M 0.05% +732 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: 5,959 shares; 2024Q4: 6,664 shares; 2025Q1: 23,239 shares; 2025Q2: 32,764 shares; 2025Q3: 37,545 shares; 2025Q4: 40,419 shares; 2026Q1: 30,775 shares 30,775 $2.67M 0.05% -9,644 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,403 shares; 2025Q1: 6,093 shares; 2025Q2: 8,175 shares; 2025Q3: 9,567 shares; 2025Q4: 9,547 shares; 2026Q1: 11,534 shares 11,534 $2.66M 0.05% +1,987 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,286 shares; 2024Q4: 11,684 shares; 2025Q1: 23,794 shares; 2025Q2: 25,972 shares; 2025Q3: 30,109 shares; 2025Q4: 25,936 shares; 2026Q1: 27,067 shares 27,067 $2.65M 0.05% +1,131 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 1,991 shares; 2025Q1: 1,638 shares; 2025Q2: 4,485 shares; 2025Q3: 4,263 shares; 2025Q4: 5,714 shares; 2026Q1: 8,868 shares 8,868 $2.64M 0.05% +3,154 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: 2,147 shares; 2025Q1: 8,998 shares; 2025Q2: 12,703 shares; 2025Q3: 15,289 shares; 2025Q4: 13,411 shares; 2026Q1: 9,214 shares 9,214 $2.61M 0.05% -4,197 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: 379 shares; 2024Q4: 497 shares; 2025Q1: 414 shares; 2025Q2: 535 shares; 2025Q3: 3,190 shares; 2025Q4: 3,561 shares; 2026Q1: 5,973 shares 5,973 $2.58M 0.04% +2,412 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,570 shares; 2025Q3: 16,699 shares; 2025Q4: 15,531 shares; 2026Q1: 19,830 shares 19,830 $2.58M 0.04% +4,299 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,026 shares; 2024Q4: 9,560 shares; 2025Q1: 13,734 shares; 2025Q2: 10,972 shares; 2025Q3: not reported; 2025Q4: 2,209 shares; 2026Q1: 26,171 shares 26,171 $2.57M 0.04% +23,962 Timeline HYG 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: 618 shares; 2025Q1: not reported; 2025Q2: 3,480 shares; 2025Q3: 3,477 shares; 2025Q4: 3,954 shares; 2026Q1: 32,324 shares 32,324 $2.57M 0.04% +28,370 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: 2,139 shares; 2024Q4: 1,673 shares; 2025Q1: 4,059 shares; 2025Q2: 2,301 shares; 2025Q3: 2,375 shares; 2025Q4: 22,633 shares; 2026Q1: 26,405 shares 26,405 $2.54M 0.04% +3,772 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,219 shares; 2024Q4: 16,230 shares; 2025Q1: 12,210 shares; 2025Q2: 37,278 shares; 2025Q3: 66,660 shares; 2025Q4: 71,815 shares; 2026Q1: 59,218 shares 59,218 $2.52M 0.04% -12,597 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: 81,639 shares; 2024Q4: 122,956 shares; 2025Q1: 235,082 shares; 2025Q2: 219,003 shares; 2025Q3: 238,030 shares; 2025Q4: 239,428 shares; 2026Q1: 286,938 shares 286,938 $2.5M 0.04% +47,510 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 6,628 shares; 2025Q1: 8,598 shares; 2025Q2: 12,784 shares; 2025Q3: 13,691 shares; 2025Q4: 13,468 shares; 2026Q1: 24,056 shares 24,056 $2.46M 0.04% +10,588 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: 7,208 shares; 2024Q4: 6,709 shares; 2025Q1: 9,641 shares; 2025Q2: 7,405 shares; 2025Q3: 8,458 shares; 2025Q4: 8,507 shares; 2026Q1: 8,115 shares 8,115 $2.45M 0.04% -392 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 479 shares; 2025Q1: 2,240 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,946 shares 46,946 $2.44M 0.04% new 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: 5,529 shares; 2024Q4: 7,108 shares; 2025Q1: 9,369 shares; 2025Q2: 6,846 shares; 2025Q3: 6,203 shares; 2025Q4: 6,119 shares; 2026Q1: 11,136 shares 11,136 $2.42M 0.04% +5,017 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: 2,827 shares; 2024Q4: 3,045 shares; 2025Q1: 7,221 shares; 2025Q2: 12,124 shares; 2025Q3: 12,079 shares; 2025Q4: 13,127 shares; 2026Q1: 21,667 shares 21,667 $2.4M 0.04% +8,540 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: 26,094 shares; 2024Q4: 22,355 shares; 2025Q1: 35,088 shares; 2025Q2: 24,215 shares; 2025Q3: 15,606 shares; 2025Q4: 15,764 shares; 2026Q1: 14,120 shares 14,120 $2.4M 0.04% -1,644 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,380 shares; 2024Q4: 140,621 shares; 2025Q1: 141,171 shares; 2025Q2: 132,731 shares; 2025Q3: 139,494 shares; 2025Q4: 151,562 shares; 2026Q1: 138,677 shares 138,677 $2.39M 0.04% -12,885 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: 18,794 shares; 2024Q4: 21,530 shares; 2025Q1: 25,708 shares; 2025Q2: 39,077 shares; 2025Q3: 36,610 shares; 2025Q4: 5,446 shares; 2026Q1: 16,205 shares 16,205 $2.29M 0.04% +10,759 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,391 shares; 2024Q4: 48,086 shares; 2025Q1: 63,878 shares; 2025Q2: 56,456 shares; 2025Q3: 58,357 shares; 2025Q4: 60,995 shares; 2026Q1: 62,392 shares 62,392 $2.27M 0.04% +1,397 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: 23,418 shares; 2024Q4: 21,355 shares; 2025Q1: 41,107 shares; 2025Q2: 19,683 shares; 2025Q3: 19,489 shares; 2025Q4: 19,866 shares; 2026Q1: 18,594 shares 18,594 $2.24M 0.04% -1,272 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,570 shares; 2025Q1: 9 shares; 2025Q2: 7,009 shares; 2025Q3: 4,511 shares; 2025Q4: 10,526 shares; 2026Q1: 23,595 shares 23,595 $2.16M 0.04% +13,069 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: 2,354 shares; 2024Q4: 3,441 shares; 2025Q1: 5,003 shares; 2025Q2: 7,087 shares; 2025Q3: 8,382 shares; 2025Q4: 8,681 shares; 2026Q1: 6,664 shares 6,664 $2.09M 0.04% -2,017 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 5,632 shares; 2025Q2: 17,152 shares; 2025Q3: 20,502 shares; 2025Q4: 22,234 shares; 2026Q1: 19,290 shares 19,290 $2.08M 0.04% -2,944 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: 2,925 shares; 2024Q4: 3,561 shares; 2025Q1: 5,834 shares; 2025Q2: 9,467 shares; 2025Q3: 11,606 shares; 2025Q4: 11,688 shares; 2026Q1: 5,963 shares 5,963 $2.04M 0.04% -5,725 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: 1,837 shares; 2025Q1: 5,269 shares; 2025Q2: 7,711 shares; 2025Q3: 8,882 shares; 2025Q4: 7,962 shares; 2026Q1: 9,899 shares 9,899 $2M 0.03% +1,937 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,167 shares; 2024Q4: 11,159 shares; 2025Q1: 16,595 shares; 2025Q2: 21,153 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,303 shares 53,303 $1.98M 0.03% new Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,438 shares; 2025Q2: 5,799 shares; 2025Q3: 28,267 shares; 2025Q4: 64,809 shares; 2026Q1: 76,965 shares 76,965 $1.95M 0.03% +12,156 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: 2,508 shares; 2024Q4: 3,789 shares; 2025Q1: 1,398 shares; 2025Q2: 10,949 shares; 2025Q3: 10,303 shares; 2025Q4: 10,715 shares; 2026Q1: 13,936 shares 13,936 $1.94M 0.03% +3,221 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,752 shares; 2026Q1: 10,060 shares 10,060 $1.92M 0.03% -3,692 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: 1,339 shares; 2024Q4: 1,902 shares; 2025Q1: 2,632 shares; 2025Q2: 2,879 shares; 2025Q3: 2,908 shares; 2025Q4: 3,371 shares; 2026Q1: 5,434 shares 5,434 $1.86M 0.03% +2,063 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: 5,401 shares; 2024Q4: 7,389 shares; 2025Q1: 1,287 shares; 2025Q2: 12,147 shares; 2025Q3: 12,557 shares; 2025Q4: 12,974 shares; 2026Q1: 9,433 shares 9,433 $1.85M 0.03% -3,541 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: 10,028 shares; 2025Q1: 7,054 shares; 2025Q2: 8,689 shares; 2025Q3: 11,448 shares; 2025Q4: 12,252 shares; 2026Q1: 8,615 shares 8,615 $1.84M 0.03% -3,637 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: 2,813 shares; 2024Q4: 3,922 shares; 2025Q1: 4,793 shares; 2025Q2: 5,547 shares; 2025Q3: 5,791 shares; 2025Q4: 5,991 shares; 2026Q1: 4,182 shares 4,182 $1.83M 0.03% -1,809 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: 1,827 shares; 2024Q4: 3,264 shares; 2025Q1: 4,482 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,078 shares; 2026Q1: 8,613 shares 8,613 $1.82M 0.03% +7,535 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 1,060 shares; 2025Q1: 1,720 shares; 2025Q2: 1,917 shares; 2025Q3: 1,826 shares; 2025Q4: 3,007 shares; 2026Q1: 4,745 shares 4,745 $1.79M 0.03% +1,738 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,689 shares; 2025Q4: 3,041 shares; 2026Q1: 6,751 shares 6,751 $1.79M 0.03% +3,710 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: 138,061 shares; 2024Q4: 150,133 shares; 2025Q1: 437,323 shares; 2025Q2: 486,809 shares; 2025Q3: 542,447 shares; 2025Q4: 328,543 shares; 2026Q1: 6,143 shares 6,143 $1.76M 0.03% -322,400 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 6,757 shares; 2025Q3: 10,341 shares; 2025Q4: 11,161 shares; 2026Q1: 15,313 shares 15,313 $1.75M 0.03% +4,152 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: 2,717 shares; 2024Q4: 3,480 shares; 2025Q1: 4,816 shares; 2025Q2: 4,990 shares; 2025Q3: 2,035 shares; 2025Q4: 1,464 shares; 2026Q1: 1,271 shares 1,271 $1.75M 0.03% -193 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,323 shares; 2025Q1: 2,060 shares; 2025Q2: 3,290 shares; 2025Q3: 2,773 shares; 2025Q4: 2,704 shares; 2026Q1: 2,444 shares 2,444 $1.73M 0.03% -260 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 2,055 shares; 2025Q1: 3,341 shares; 2025Q2: 5,095 shares; 2025Q3: 5,347 shares; 2025Q4: 7,608 shares; 2026Q1: 12,987 shares 12,987 $1.73M 0.03% +5,379 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,411 shares; 2024Q4: 6,928 shares; 2025Q1: 9,311 shares; 2025Q2: 11,550 shares; 2025Q3: 12,593 shares; 2025Q4: 12,875 shares; 2026Q1: 18,057 shares 18,057 $1.71M 0.03% +5,182 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,473 shares; 2024Q4: 6,588 shares; 2025Q1: 5,547 shares; 2025Q2: 6,169 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,539 shares 18,539 $1.71M 0.03% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,610 shares; 2024Q4: 9,609 shares; 2025Q1: 35,402 shares; 2025Q2: 14,068 shares; 2025Q3: 14,597 shares; 2025Q4: 15,677 shares; 2026Q1: 18,909 shares 18,909 $1.7M 0.03% +3,232 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: 22,686 shares; 2024Q4: 20,224 shares; 2025Q1: 27,064 shares; 2025Q2: 21,891 shares; 2025Q3: 13,964 shares; 2025Q4: 14,090 shares; 2026Q1: 11,360 shares 11,360 $1.67M 0.03% -2,730 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,159 shares; 2025Q1: 20,155 shares; 2025Q2: 24,793 shares; 2025Q3: 27,671 shares; 2025Q4: 28,653 shares; 2026Q1: 38,589 shares 38,589 $1.66M 0.03% +9,936 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,394 shares; 2025Q1: 14,912 shares; 2025Q2: 19,009 shares; 2025Q3: 21,598 shares; 2025Q4: 23,881 shares; 2026Q1: 19,380 shares 19,380 $1.64M 0.03% -4,501 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454,820 shares; 2024Q4: 466,733 shares; 2025Q1: 399,021 shares; 2025Q2: 423,510 shares; 2025Q3: 140,238 shares; 2025Q4: 160,728 shares; 2026Q1: 35,985 shares 35,985 $1.64M 0.03% -124,743 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: 1,009 shares; 2025Q1: 2,395 shares; 2025Q2: 15,962 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,500 shares 16,500 $1.63M 0.03% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 329 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,679 shares; 2025Q4: 14,733 shares; 2026Q1: 33,088 shares 33,088 $1.57M 0.03% +18,355 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: 3,431 shares; 2024Q4: 3,578 shares; 2025Q1: 6,483 shares; 2025Q2: 6,901 shares; 2025Q3: 7,404 shares; 2025Q4: 6,859 shares; 2026Q1: 4,452 shares 4,452 $1.57M 0.03% -2,407 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,914 shares; 2024Q4: 5,797 shares; 2025Q1: 22 shares; 2025Q2: 13,846 shares; 2025Q3: 23,228 shares; 2025Q4: 47,058 shares; 2026Q1: 75,599 shares 75,599 $1.56M 0.03% +28,541 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,433 shares; 2024Q4: 3,255 shares; 2025Q1: 1,718 shares; 2025Q2: 6,309 shares; 2025Q3: 7,507 shares; 2025Q4: 7,741 shares; 2026Q1: 3,491 shares 3,491 $1.55M 0.03% -4,250 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER 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: 121 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,146 shares 22,146 $1.54M 0.03% new 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: 2,410 shares; 2024Q4: 1,680 shares; 2025Q1: 735 shares; 2025Q2: 19,078 shares; 2025Q3: 11,534 shares; 2025Q4: 12,478 shares; 2026Q1: 8,256 shares 8,256 $1.51M 0.03% -4,222 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,568 shares; 2024Q4: 11,747 shares; 2025Q1: 18,992 shares; 2025Q2: 20,587 shares; 2025Q3: 12,205 shares; 2025Q4: 12,881 shares; 2026Q1: 24,120 shares 24,120 $1.5M 0.03% +11,239 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: 852 shares; 2024Q4: 1,362 shares; 2025Q1: 1,705 shares; 2025Q2: 2,205 shares; 2025Q3: 1,735 shares; 2025Q4: 2,136 shares; 2026Q1: 2,489 shares 2,489 $1.5M 0.03% +353 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,740 shares; 2024Q4: 13,856 shares; 2025Q1: 28,952 shares; 2025Q2: 21,859 shares; 2025Q3: 19,891 shares; 2025Q4: 19,760 shares; 2026Q1: 23,313 shares 23,313 $1.5M 0.03% +3,553 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,642 shares; 2024Q4: 12,298 shares; 2025Q1: 23,615 shares; 2025Q2: 19,081 shares; 2025Q3: 21,424 shares; 2025Q4: 23,339 shares; 2026Q1: 26,279 shares 26,279 $1.49M 0.03% +2,940 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,684 shares; 2024Q4: 7,026 shares; 2025Q1: 68,651 shares; 2025Q2: 17,249 shares; 2025Q3: 18,537 shares; 2025Q4: 19,773 shares; 2026Q1: 27,654 shares 27,654 $1.48M 0.03% +7,881 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: 9,066 shares; 2024Q4: 15,930 shares; 2025Q1: 18,085 shares; 2025Q2: 18,427 shares; 2025Q3: 16,063 shares; 2025Q4: 17,272 shares; 2026Q1: 22,645 shares 22,645 $1.45M 0.03% +5,373 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 5,217 shares; 2025Q1: 9,491 shares; 2025Q2: 6,991 shares; 2025Q3: 7,384 shares; 2025Q4: 8,675 shares; 2026Q1: 11,188 shares 11,188 $1.44M 0.02% +2,513 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 854 shares; 2025Q1: 2,580 shares; 2025Q2: 2,375 shares; 2025Q3: 2,311 shares; 2025Q4: 2,261 shares; 2026Q1: 3,669 shares 3,669 $1.43M 0.02% +1,408 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: 7,257 shares; 2024Q4: 8,066 shares; 2025Q1: 17,264 shares; 2025Q2: 7,137 shares; 2025Q3: 7,511 shares; 2025Q4: 7,998 shares; 2026Q1: 7,101 shares 7,101 $1.41M 0.02% -897 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,439 shares; 2024Q4: 21,048 shares; 2025Q1: 23,997 shares; 2025Q2: 35,050 shares; 2025Q3: 35,390 shares; 2025Q4: 35,977 shares; 2026Q1: 37,751 shares 37,751 $1.39M 0.02% +1,774 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,639 shares; 2025Q2: 63,957 shares; 2025Q3: 86,987 shares; 2025Q4: 104,150 shares; 2026Q1: 129,166 shares 129,166 $1.36M 0.02% +25,016 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 4,017 shares; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,499 shares 13,499 $1.35M 0.02% new Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,792 shares; 2026Q1: 102,165 shares 102,165 $1.34M 0.02% +88,373 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 1,465 shares; 2025Q2: 13,765 shares; 2025Q3: 34,767 shares; 2025Q4: 36,824 shares; 2026Q1: 19,877 shares 19,877 $1.33M 0.02% -16,947 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: 8,334 shares; 2024Q4: 10,518 shares; 2025Q1: 11,181 shares; 2025Q2: 9,587 shares; 2025Q3: 4,115 shares; 2025Q4: 4,048 shares; 2026Q1: 9,212 shares 9,212 $1.33M 0.02% +5,164 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,714 shares; 2024Q4: 9,781 shares; 2025Q1: 27,478 shares; 2025Q2: 27,184 shares; 2025Q3: 29,165 shares; 2025Q4: 31,813 shares; 2026Q1: 31,572 shares 31,572 $1.29M 0.02% -241 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,068 shares; 2025Q1: 8,574 shares; 2025Q2: 9,537 shares; 2025Q3: 9,624 shares; 2025Q4: 8,972 shares; 2026Q1: 13,308 shares 13,308 $1.29M 0.02% +4,336 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: 3,832 shares; 2024Q4: 4,128 shares; 2025Q1: 4,616 shares; 2025Q2: 5,534 shares; 2025Q3: 5,868 shares; 2025Q4: 8,248 shares; 2026Q1: 9,640 shares 9,640 $1.27M 0.02% +1,392 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,799 shares 16,799 $1.26M 0.02% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 316 shares; 2025Q1: 926 shares; 2025Q2: 3,199 shares; 2025Q3: 6,579 shares; 2025Q4: 6,761 shares; 2026Q1: 8,623 shares 8,623 $1.26M 0.02% +1,862 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: 3,154 shares; 2024Q4: 3,832 shares; 2025Q1: 6,392 shares; 2025Q2: 6,409 shares; 2025Q3: 6,698 shares; 2025Q4: 6,562 shares; 2026Q1: 11,120 shares 11,120 $1.26M 0.02% +4,558 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,285 shares; 2024Q4: 51,862 shares; 2025Q1: 73,355 shares; 2025Q2: 91,714 shares; 2025Q3: 81,580 shares; 2025Q4: 77,713 shares; 2026Q1: 66,187 shares 66,187 $1.21M 0.02% -11,526 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,727 shares; 2024Q4: 52,757 shares; 2025Q1: 29,913 shares; 2025Q2: 37,886 shares; 2025Q3: 38,948 shares; 2025Q4: 38,645 shares; 2026Q1: 36,198 shares 36,198 $1.21M 0.02% -2,447 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: 436 shares; 2024Q4: 512 shares; 2025Q1: 504 shares; 2025Q2: 604 shares; 2025Q3: 504 shares; 2025Q4: 861 shares; 2026Q1: 1,847 shares 1,847 $1.2M 0.02% +986 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: 462,334 shares; 2024Q4: 508,010 shares; 2025Q1: 415,702 shares; 2025Q2: 122,625 shares; 2025Q3: 128,189 shares; 2025Q4: 3,759 shares; 2026Q1: 10,697 shares 10,697 $1.19M 0.02% +6,938 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,468 shares; 2024Q4: 18,568 shares; 2025Q1: 23,540 shares; 2025Q2: 15,943 shares; 2025Q3: 14,384 shares; 2025Q4: 13,392 shares; 2026Q1: 10,369 shares 10,369 $1.18M 0.02% -3,023 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,602 shares; 2025Q1: 39,492 shares; 2025Q2: 42,148 shares; 2025Q3: 42,259 shares; 2025Q4: 50,546 shares; 2026Q1: 46,638 shares 46,638 $1.16M 0.02% -3,908 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,314 shares; 2024Q4: 107,460 shares; 2025Q1: 98,883 shares; 2025Q2: 92,211 shares; 2025Q3: 83,025 shares; 2025Q4: 74,252 shares; 2026Q1: 50,662 shares 50,662 $1.16M 0.02% -23,590 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,677 shares; 2025Q1: 2,441 shares; 2025Q2: 2,907 shares; 2025Q3: 3,417 shares; 2025Q4: 3,627 shares; 2026Q1: 2,245 shares 2,245 $1.12M 0.02% -1,382 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 312 shares; 2025Q1: 21,786 shares; 2025Q2: 21,827 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,942 shares 64,942 $1.12M 0.02% new Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,132 shares; 2024Q4: 161,879 shares; 2025Q1: 162,661 shares; 2025Q2: 225,123 shares; 2025Q3: 212,060 shares; 2025Q4: 190,766 shares; 2026Q1: 144,679 shares 144,679 $1.12M 0.02% -46,087 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,888 shares; 2024Q4: 36,791 shares; 2025Q1: 83,508 shares; 2025Q2: 70,215 shares; 2025Q3: 62,198 shares; 2025Q4: not reported; 2026Q1: 47,201 shares 47,201 $1.11M 0.02% new 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: 15,105 shares; 2024Q4: 15,184 shares; 2025Q1: 15,789 shares; 2025Q2: 15,973 shares; 2025Q3: 6,498 shares; 2025Q4: 4,434 shares; 2026Q1: 14,505 shares 14,505 $1.1M 0.02% +10,071 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: 3,976 shares; 2024Q4: 7,829 shares; 2025Q1: 10,520 shares; 2025Q2: 15,109 shares; 2025Q3: 14,009 shares; 2025Q4: 13,700 shares; 2026Q1: 18,187 shares 18,187 $1.1M 0.02% +4,487 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,546 shares 36,546 $1.1M 0.02% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,594 shares; 2025Q4: 4,686 shares; 2026Q1: 4,432 shares 4,432 $1.08M 0.02% -254 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,145 shares; 2024Q4: 15,686 shares; 2025Q1: not reported; 2025Q2: 22,997 shares; 2025Q3: 22,274 shares; 2025Q4: 23,002 shares; 2026Q1: 21,851 shares 21,851 $1.08M 0.02% -1,151 Timeline PFFD 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: 30,646 shares; 2024Q4: 33,504 shares; 2025Q1: 55,766 shares; 2025Q2: 42,582 shares; 2025Q3: 42,480 shares; 2025Q4: 49,572 shares; 2026Q1: 57,519 shares 57,519 $1.06M 0.02% +7,947 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS 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: 5,461 shares 5,461 $1.05M 0.02% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 102 shares; 2025Q1: 6,396 shares; 2025Q2: 1,759 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,245 shares 46,245 $1.04M 0.02% new Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,606 shares; 2025Q2: 26,909 shares; 2025Q3: 23,415 shares; 2025Q4: 21,847 shares; 2026Q1: 19,077 shares 19,077 $1.04M 0.02% -2,770 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 3,297 shares; 2025Q1: 4,497 shares; 2025Q2: 2,358 shares; 2025Q3: 4,671 shares; 2025Q4: 5,069 shares; 2026Q1: 3,880 shares 3,880 $1.04M 0.02% -1,189 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: 3,102 shares; 2024Q4: 2,812 shares; 2025Q1: 2,716 shares; 2025Q2: 5,517 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,645 shares 6,645 $1.03M 0.02% new Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,288 shares; 2024Q4: 20,866 shares; 2025Q1: 35,987 shares; 2025Q2: 41,116 shares; 2025Q3: 17,141 shares; 2025Q4: 23,545 shares; 2026Q1: 27,305 shares 27,305 $1.03M 0.02% +3,760 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: 87 shares; 2025Q2: 87 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,446 shares 20,446 $1.03M 0.02% new 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: 34,729 shares; 2024Q4: 29,959 shares; 2025Q1: 33,425 shares; 2025Q2: 38,401 shares; 2025Q3: 31,572 shares; 2025Q4: 22,336 shares; 2026Q1: 12,935 shares 12,935 $1.02M 0.02% -9,401 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,596 shares; 2024Q4: 29,988 shares; 2025Q1: 76,855 shares; 2025Q2: 65,465 shares; 2025Q3: 23,351 shares; 2025Q4: 19,879 shares; 2026Q1: 39,473 shares 39,473 $1.01M 0.02% +19,594 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: 8,168 shares; 2024Q4: 8,098 shares; 2025Q1: 12,118 shares; 2025Q2: 8,940 shares; 2025Q3: 9,475 shares; 2025Q4: 10,025 shares; 2026Q1: 10,887 shares 10,887 $1.01M 0.02% +862 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,084 shares; 2024Q4: 26,065 shares; 2025Q1: 4,995 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,518 shares 63,518 $999K 0.02% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424,315 shares; 2024Q4: 689,958 shares; 2025Q1: 1,593,512 shares; 2025Q2: 1,256,315 shares; 2025Q3: 1,358,664 shares; 2025Q4: 1,510,609 shares; 2026Q1: 19,602 shares 19,602 $987K 0.02% -1,491,007 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27 shares; 2025Q1: 2,178 shares; 2025Q2: 2,779 shares; 2025Q3: 1,078 shares; 2025Q4: 2,539 shares; 2026Q1: 4,597 shares 4,597 $982K 0.02% +2,058 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,929 shares; 2025Q2: 6,111 shares; 2025Q3: 11,564 shares; 2025Q4: 14,426 shares; 2026Q1: 24,151 shares 24,151 $969K 0.02% +9,725 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,392 shares; 2025Q1: 11,988 shares; 2025Q2: 11,852 shares; 2025Q3: 16,876 shares; 2025Q4: 15,849 shares; 2026Q1: 13,941 shares 13,941 $968K 0.02% -1,908 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: 688 shares; 2024Q4: 804 shares; 2025Q1: 1,454 shares; 2025Q2: 1,434 shares; 2025Q3: 1,526 shares; 2025Q4: 1,353 shares; 2026Q1: 967 shares 967 $964K 0.02% -386 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441,372 shares; 2024Q4: 1,082,317 shares; 2025Q1: 1,312,762 shares; 2025Q2: 1,279,517 shares; 2025Q3: 1,008,284 shares; 2025Q4: 930,521 shares; 2026Q1: 19,403 shares 19,403 $963K 0.02% -911,118 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,216 shares; 2024Q4: 18,839 shares; 2025Q1: 13,546 shares; 2025Q2: 17,209 shares; 2025Q3: 18,581 shares; 2025Q4: 17,276 shares; 2026Q1: 21,623 shares 21,623 $959K 0.02% +4,347 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,652 shares; 2025Q1: 15,573 shares; 2025Q2: 24,881 shares; 2025Q3: 20,880 shares; 2025Q4: 21,957 shares; 2026Q1: 17,368 shares 17,368 $958K 0.02% -4,589 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 171 shares; 2025Q2: 2,423 shares; 2025Q3: 3,689 shares; 2025Q4: 6,423 shares; 2026Q1: 3,731 shares 3,731 $949K 0.02% -2,692 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 1,717 shares; 2025Q1: 2,569 shares; 2025Q2: 2,798 shares; 2025Q3: 3,423 shares; 2025Q4: 4,406 shares; 2026Q1: 5,884 shares 5,884 $940K 0.02% +1,478 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,951 shares; 2024Q4: 24,972 shares; 2025Q1: 25,388 shares; 2025Q2: 30,395 shares; 2025Q3: 28,605 shares; 2025Q4: not reported; 2026Q1: 21,089 shares 21,089 $924K 0.02% new Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,135 shares; 2024Q4: 29,599 shares; 2025Q1: 21,714 shares; 2025Q2: 24,887 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,057 shares 43,057 $922K 0.02% new 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: 698 shares; 2024Q4: 1,105 shares; 2025Q1: 9 shares; 2025Q2: 42 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,914 shares 1,914 $919K 0.02% new Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,866 shares; 2024Q4: 11,695 shares; 2025Q1: 15,636 shares; 2025Q2: 20,465 shares; 2025Q3: 24,979 shares; 2025Q4: 31,584 shares; 2026Q1: 27,088 shares 27,088 $913K 0.02% -4,496 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 7 shares; 2025Q2: 8,591 shares; 2025Q3: 9,125 shares; 2025Q4: 9,534 shares; 2026Q1: 11,318 shares 11,318 $910K 0.02% +1,784 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: 9,500 shares; 2024Q4: 9,460 shares; 2025Q1: 13,752 shares; 2025Q2: 6,723 shares; 2025Q3: 5,582 shares; 2025Q4: 4,697 shares; 2026Q1: 3,286 shares 3,286 $889K 0.02% -1,411 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: 12,097 shares; 2024Q4: 8,747 shares; 2025Q1: 11,316 shares; 2025Q2: 5,542 shares; 2025Q3: 5,823 shares; 2025Q4: 6,142 shares; 2026Q1: 4,589 shares 4,589 $885K 0.02% -1,553 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: 7,308 shares; 2024Q4: 12,354 shares; 2025Q1: 18,410 shares; 2025Q2: 19,424 shares; 2025Q3: 19,621 shares; 2025Q4: 20,050 shares; 2026Q1: 20,493 shares 20,493 $871K 0.02% +443 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,266 shares; 2024Q4: 23,199 shares; 2025Q1: 48,886 shares; 2025Q2: 59,114 shares; 2025Q3: 68,360 shares; 2025Q4: 269,641 shares; 2026Q1: 31,623 shares 31,623 $861K 0.01% -238,018 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,793 shares; 2025Q3: 7,127 shares; 2025Q4: 7,168 shares; 2026Q1: 25,449 shares 25,449 $854K 0.01% +18,281 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: 3,585 shares; 2024Q4: 4,656 shares; 2025Q1: 7,326 shares; 2025Q2: 7,004 shares; 2025Q3: 6,783 shares; 2025Q4: 5,540 shares; 2026Q1: 3,076 shares 3,076 $851K 0.01% -2,464 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,605 shares; 2025Q1: 3,775 shares; 2025Q2: 5,539 shares; 2025Q3: 5,748 shares; 2025Q4: 5,792 shares; 2026Q1: 9,104 shares 9,104 $830K 0.01% +3,312 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: 17,376 shares; 2024Q4: 17,980 shares; 2025Q1: 31,454 shares; 2025Q2: 20,201 shares; 2025Q3: 20,329 shares; 2025Q4: 22,114 shares; 2026Q1: 28,527 shares 28,527 $827K 0.01% +6,413 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: 6,150 shares; 2025Q1: 6,440 shares; 2025Q2: 8,168 shares; 2025Q3: 8,943 shares; 2025Q4: 9,550 shares; 2026Q1: 14,574 shares 14,574 $825K 0.01% +5,024 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: 185,401 shares; 2024Q4: 215,995 shares; 2025Q1: not reported; 2025Q2: 6,963 shares; 2025Q3: 6,897 shares; 2025Q4: 10,140 shares; 2026Q1: 10,993 shares 10,993 $817K 0.01% +853 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,419 shares; 2025Q2: 26,374 shares; 2025Q3: 42,711 shares; 2025Q4: 43,437 shares; 2026Q1: 70,882 shares 70,882 $816K 0.01% +27,445 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,597 shares; 2024Q4: 17,142 shares; 2025Q1: not reported; 2025Q2: 23,850 shares; 2025Q3: 37,011 shares; 2025Q4: 38,511 shares; 2026Q1: 35,535 shares 35,535 $807K 0.01% -2,976 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: 975 shares; 2025Q1: 1,213 shares; 2025Q2: 1,311 shares; 2025Q3: 2,042 shares; 2025Q4: 2,051 shares; 2026Q1: 3,053 shares 3,053 $800K 0.01% +1,002 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: 37 shares; 2025Q2: 24 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,428 shares 8,428 $793K 0.01% new 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: not reported; 2024Q4: 15 shares; 2025Q1: 58 shares; 2025Q2: not reported; 2025Q3: 1,337 shares; 2025Q4: 1,183 shares; 2026Q1: 1,392 shares 1,392 $784K 0.01% +209 Timeline USRT 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: 548,867 shares; 2024Q4: 30 shares; 2025Q1: 226,036 shares; 2025Q2: 248,495 shares; 2025Q3: 286,298 shares; 2025Q4: 318,466 shares; 2026Q1: 13,240 shares 13,240 $784K 0.01% -305,226 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,824 shares; 2024Q4: not reported; 2025Q1: 11,567 shares; 2025Q2: 11,912 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,660 shares 10,660 $780K 0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 446 shares; 2025Q1: 37 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,977 shares; 2026Q1: 6,177 shares 6,177 $780K 0.01% +1,200 Timeline SPMB 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: 144,495 shares; 2024Q4: 151,390 shares; 2025Q1: 254,230 shares; 2025Q2: 176,942 shares; 2025Q3: 180,310 shares; 2025Q4: 168,854 shares; 2026Q1: 34,653 shares 34,653 $776K 0.01% -134,201 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: 679 shares; 2024Q4: 841 shares; 2025Q1: 6 shares; 2025Q2: 3,354 shares; 2025Q3: 3,628 shares; 2025Q4: 2,556 shares; 2026Q1: 2,650 shares 2,650 $771K 0.01% +94 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: 2,682 shares; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,868 shares 9,868 $761K 0.01% new 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: 3,240 shares; 2024Q4: 3,254 shares; 2025Q1: 2,994 shares; 2025Q2: 3,816 shares; 2025Q3: 1,985 shares; 2025Q4: 1,715 shares; 2026Q1: 3,885 shares 3,885 $754K 0.01% +2,170 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,069 shares; 2025Q3: 8,033 shares; 2025Q4: 11,254 shares; 2026Q1: 9,083 shares 9,083 $752K 0.01% -2,171 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: 26,946 shares; 2024Q4: 16,116 shares; 2025Q1: 14,030 shares; 2025Q2: 11,931 shares; 2025Q3: 13,982 shares; 2025Q4: 15,521 shares; 2026Q1: 15,229 shares 15,229 $742K 0.01% -292 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,621 shares; 2025Q4: 9,690 shares; 2026Q1: 6,678 shares 6,678 $731K 0.01% -3,012 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS 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: 9,237 shares 9,237 $720K 0.01% new 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: 811 shares; 2024Q4: 1,141 shares; 2025Q1: 2,184 shares; 2025Q2: 1,164 shares; 2025Q3: 2,381 shares; 2025Q4: 1,977 shares; 2026Q1: 3,492 shares 3,492 $710K 0.01% +1,515 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 511 shares; 2025Q1: 2,435 shares; 2025Q2: 3,384 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,843 shares 7,843 $709K 0.01% 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: 6,288 shares; 2024Q4: 6,439 shares; 2025Q1: 1,321 shares; 2025Q2: 4,278 shares; 2025Q3: 4,676 shares; 2025Q4: 5,091 shares; 2026Q1: 5,406 shares 5,406 $708K 0.01% +315 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: 3,009 shares; 2024Q4: 5,590 shares; 2025Q1: 4,567 shares; 2025Q2: 6,439 shares; 2025Q3: 6,699 shares; 2025Q4: 8,878 shares; 2026Q1: 9,123 shares 9,123 $698K 0.01% +245 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: 585 shares; 2024Q4: 579 shares; 2025Q1: 1,459 shares; 2025Q2: 1,424 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,635 shares 1,635 $697K 0.01% new Timeline LYFT LYFT INC More: the full row for LYFT 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: 52,219 shares 52,219 $695K 0.01% new Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,063 shares; 2025Q4: 13,063 shares; 2026Q1: 17,597 shares 17,597 $681K 0.01% +4,534 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: 0 shares; 2025Q1: not reported; 2025Q2: 6,094 shares; 2025Q3: 8,411 shares; 2025Q4: 8,232 shares; 2026Q1: 7,136 shares 7,136 $681K 0.01% -1,096 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,654 shares; 2025Q3: 14,194 shares; 2025Q4: 13,530 shares; 2026Q1: 11,409 shares 11,409 $666K 0.01% -2,121 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 16,539 shares 16,539 $657K 0.01% new 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: 4,101 shares; 2024Q4: 11,175 shares; 2025Q1: 11,716 shares; 2025Q2: 16,733 shares; 2025Q3: 12,876 shares; 2025Q4: 5,958 shares; 2026Q1: 7,219 shares 7,219 $657K 0.01% +1,261 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT 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: 3,659 shares; 2025Q4: 3,312 shares; 2026Q1: 4,301 shares 4,301 $656K 0.01% +989 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: 36 shares; 2025Q2: 981 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,600 shares 20,600 $642K 0.01% new 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: not reported; 2024Q4: 298 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,997 shares; 2025Q4: 5,097 shares; 2026Q1: 7,171 shares 7,171 $632K 0.01% +2,074 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: not reported; 2025Q3: not reported; 2025Q4: 1,279 shares; 2026Q1: 1,734 shares 1,734 $609K 0.01% +455 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: 3,282 shares; 2024Q4: 3,379 shares; 2025Q1: 2,980 shares; 2025Q2: 3,245 shares; 2025Q3: 1,197 shares; 2025Q4: 1,140 shares; 2026Q1: 1,829 shares 1,829 $601K 0.01% +689 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 6,845 shares; 2025Q2: 3,480 shares; 2025Q3: 4,431 shares; 2025Q4: 3,760 shares; 2026Q1: 2,029 shares 2,029 $599K 0.01% -1,731 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,992 shares; 2026Q1: 12,318 shares 12,318 $591K 0.01% -1,674 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,027 shares 2,027 $588K 0.01% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 3,691 shares; 2025Q1: 10,323 shares; 2025Q2: 3,404 shares; 2025Q3: 2,680 shares; 2025Q4: 2,189 shares; 2026Q1: 3,142 shares 3,142 $587K 0.01% +953 Timeline BIL 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: 5,989 shares; 2024Q4: 4,458 shares; 2025Q1: 5,221 shares; 2025Q2: 5,470 shares; 2025Q3: 4,909 shares; 2025Q4: 5,092 shares; 2026Q1: 6,213 shares 6,213 $569K 0.01% +1,121 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: 9,993 shares; 2024Q4: 9,639 shares; 2025Q1: 11,365 shares; 2025Q2: 9,160 shares; 2025Q3: 5,819 shares; 2025Q4: 6,419 shares; 2026Q1: 4,573 shares 4,573 $568K 0.01% -1,846 Timeline FTCB 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: not reported; 2024Q4: 8,979 shares; 2025Q1: 10,622 shares; 2025Q2: 12,487 shares; 2025Q3: 11,790 shares; 2025Q4: 18,443 shares; 2026Q1: 26,923 shares 26,923 $564K 0.01% +8,480 Timeline AIRR 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: not reported; 2024Q4: 1,295 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,192 shares; 2025Q4: 2,855 shares; 2026Q1: 5,063 shares 5,063 $561K 0.01% +2,208 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: 60,844 shares; 2024Q4: 47,724 shares; 2025Q1: 71,331 shares; 2025Q2: 30,850 shares; 2025Q3: 18,558 shares; 2025Q4: 22,468 shares; 2026Q1: 19,444 shares 19,444 $558K 0.01% -3,024 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,234 shares; 2024Q4: 8,761 shares; 2025Q1: 5,992 shares; 2025Q2: 5,606 shares; 2025Q3: 4,941 shares; 2025Q4: 5,074 shares; 2026Q1: 4,561 shares 4,561 $553K 0.01% -513 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,124 shares; 2025Q2: 1,766 shares; 2025Q3: not reported; 2025Q4: 25,200 shares; 2026Q1: 51,157 shares 51,157 $549K 0.01% +25,957 Timeline HYDB 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: 431,738 shares; 2024Q4: 458,093 shares; 2025Q1: 63,492 shares; 2025Q2: 90,080 shares; 2025Q3: 104,702 shares; 2025Q4: 537,537 shares; 2026Q1: 11,789 shares 11,789 $548K 0.01% -525,748 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: 128 shares; 2025Q1: 205 shares; 2025Q2: 5,397 shares; 2025Q3: 4,711 shares; 2025Q4: 4,879 shares; 2026Q1: 2,936 shares 2,936 $548K 0.01% -1,943 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: 1,782 shares; 2024Q4: 1,923 shares; 2025Q1: 2,617 shares; 2025Q2: 2,657 shares; 2025Q3: 2,884 shares; 2025Q4: 3,089 shares; 2026Q1: 4,652 shares 4,652 $547K 0.01% +1,563 Timeline PBDE PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 18,761 shares; 2025Q3: 18,761 shares; 2025Q4: 18,761 shares; 2026Q1: 18,761 shares 18,761 $544K 0.01% 0 Timeline RDVY 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: not reported; 2024Q4: 2,760 shares; 2025Q1: not reported; 2025Q2: 3,517 shares; 2025Q3: 4,145 shares; 2025Q4: 4,563 shares; 2026Q1: 7,966 shares 7,966 $544K 0.01% +3,403 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: 2,538 shares; 2024Q4: 4,156 shares; 2025Q1: 1,689 shares; 2025Q2: 6,071 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,089 shares 7,089 $534K 0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,722 shares; 2024Q4: 16,715 shares; 2025Q1: 19,436 shares; 2025Q2: 39,470 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,311 shares 11,311 $525K 0.01% new 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: 7,080 shares; 2024Q4: 7,358 shares; 2025Q1: 7,964 shares; 2025Q2: 4,888 shares; 2025Q3: 4,330 shares; 2025Q4: 4,228 shares; 2026Q1: 2,470 shares 2,470 $511K 0.01% -1,758 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: 1,097 shares; 2025Q1: 2,131 shares; 2025Q2: 707 shares; 2025Q3: 932 shares; 2025Q4: 1,008 shares; 2026Q1: 978 shares 978 $510K 0.01% -30 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: 9,543 shares; 2024Q4: 6,643 shares; 2025Q1: 9,982 shares; 2025Q2: 4,737 shares; 2025Q3: 4,626 shares; 2025Q4: 4,725 shares; 2026Q1: 4,496 shares 4,496 $501K 0.01% -229 Timeline BDYN 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: 20,196 shares 20,196 $491K 0.01% new Timeline SPTM 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: 1,527 shares; 2025Q1: not reported; 2025Q2: 3,424 shares; 2025Q3: 3,525 shares; 2025Q4: 3,377 shares; 2026Q1: 6,204 shares 6,204 $490K 0.01% +2,827 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,681 shares; 2024Q4: 22,886 shares; 2025Q1: 28,553 shares; 2025Q2: 28,162 shares; 2025Q3: 23,242 shares; 2025Q4: 16,873 shares; 2026Q1: 5,581 shares 5,581 $481K 0.01% -11,292 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,767 shares; 2025Q2: 3,778 shares; 2025Q3: 3,644 shares; 2025Q4: 3,891 shares; 2026Q1: 3,868 shares 3,868 $476K 0.01% -23 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,300 shares; 2025Q2: 2,562 shares; 2025Q3: 31,384 shares; 2025Q4: not reported; 2026Q1: 58,304 shares 58,304 $475K 0.01% 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: 5,140 shares; 2024Q4: 4,695 shares; 2025Q1: 4,848 shares; 2025Q2: 2,194 shares; 2025Q3: 2,193 shares; 2025Q4: 2,292 shares; 2026Q1: 1,598 shares 1,598 $466K 0.01% -694 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: 24,258 shares; 2024Q4: 24,635 shares; 2025Q1: 15,514 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,040 shares; 2026Q1: 4,531 shares 4,531 $461K 0.01% -29,509 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,034 shares; 2025Q2: 6,306 shares; 2025Q3: 12,762 shares; 2025Q4: 14,691 shares; 2026Q1: 12,209 shares 12,209 $461K 0.01% -2,482 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,028 shares; 2024Q4: 8,308 shares; 2025Q1: 13,760 shares; 2025Q2: 15,681 shares; 2025Q3: 15,533 shares; 2025Q4: 15,647 shares; 2026Q1: 15,264 shares 15,264 $459K 0.01% -383 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,192 shares; 2024Q4: 6,608 shares; 2025Q1: 4,563 shares; 2025Q2: 3,252 shares; 2025Q3: 3,221 shares; 2025Q4: 3,446 shares; 2026Q1: 4,646 shares 4,646 $457K 0.01% +1,200 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,225 shares; 2025Q1: 8,625 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,697 shares 6,697 $456K 0.01% new Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,971 shares; 2025Q1: 1,463 shares; 2025Q2: 5,862 shares; 2025Q3: 5,731 shares; 2025Q4: 5,557 shares; 2026Q1: 7,984 shares 7,984 $455K 0.01% +2,427 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: 2,656 shares; 2024Q4: 2,555 shares; 2025Q1: 2,245 shares; 2025Q2: 3,520 shares; 2025Q3: 3,144 shares; 2025Q4: not reported; 2026Q1: 4,621 shares 4,621 $445K 0.01% 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: 4,120 shares; 2025Q1: 8,531 shares; 2025Q2: 7,427 shares; 2025Q3: 8,218 shares; 2025Q4: 6,821 shares; 2026Q1: 5,897 shares 5,897 $439K 0.01% -924 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,824 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,532 shares; 2025Q4: 5,268 shares; 2026Q1: 10,970 shares 10,970 $433K 0.01% +5,702 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: 15,171 shares; 2025Q1: 24,051 shares; 2025Q2: 2,940 shares; 2025Q3: 3,180 shares; 2025Q4: 3,141 shares; 2026Q1: 3,497 shares 3,497 $429K 0.01% +356 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 2,041 shares; 2025Q1: 2,665 shares; 2025Q2: 1,760 shares; 2025Q3: 1,745 shares; 2025Q4: 1,746 shares; 2026Q1: 1,536 shares 1,536 $429K 0.01% -210 Timeline FBUF FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 52,465 shares; 2026Q1: 14,189 shares 14,189 $427K 0.01% -38,276 Timeline TDIV 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: 181,751 shares; 2024Q4: 178,317 shares; 2025Q1: 342,984 shares; 2025Q2: 182,749 shares; 2025Q3: 184,060 shares; 2025Q4: 4,718 shares; 2026Q1: 4,526 shares 4,526 $424K 0.01% -192 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,266 shares; 2025Q1: 6,275 shares; 2025Q2: 5,403 shares; 2025Q3: 5,420 shares; 2025Q4: 5,178 shares; 2026Q1: 5,241 shares 5,241 $416K 0.01% +63 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,496 shares; 2025Q1: 4,761 shares; 2025Q2: 3,830 shares; 2025Q3: 3,302 shares; 2025Q4: 3,670 shares; 2026Q1: 5,342 shares 5,342 $412K 0.01% +1,672 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 157 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,304 shares 5,304 $405K 0.01% new Timeline LDUR 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: not reported; 2025Q1: not reported; 2025Q2: 2,230 shares; 2025Q3: 2,252 shares; 2025Q4: 2,284 shares; 2026Q1: 4,220 shares 4,220 $404K 0.01% +1,936 Timeline LCTU 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: 4,276 shares; 2024Q4: 4,287 shares; 2025Q1: 5,399 shares; 2025Q2: 5,392 shares; 2025Q3: 6,359 shares; 2025Q4: 6,375 shares; 2026Q1: 5,750 shares 5,750 $403K 0.01% -625 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,021 shares; 2024Q4: 7,514 shares; 2025Q1: 5,594 shares; 2025Q2: 6,567 shares; 2025Q3: 3,391 shares; 2025Q4: 6,208 shares; 2026Q1: 4,174 shares 4,174 $403K 0.01% -2,034 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: 3,744 shares; 2024Q4: 3,310 shares; 2025Q1: 2,199 shares; 2025Q2: 2,594 shares; 2025Q3: 2,085 shares; 2025Q4: not reported; 2026Q1: 1,656 shares 1,656 $402K 0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 617 shares; 2025Q1: not reported; 2025Q2: 1,231 shares; 2025Q3: 1,056 shares; 2025Q4: 1,127 shares; 2026Q1: 1,727 shares 1,727 $398K 0.01% +600 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,144 shares; 2025Q1: 33 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,019 shares 1,019 $396K 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171 shares; 2025Q1: 384 shares; 2025Q2: 393 shares; 2025Q3: 535 shares; 2025Q4: 2,325 shares; 2026Q1: 3,722 shares 3,722 $389K 0.01% +1,397 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,421 shares; 2025Q2: 9,004 shares; 2025Q3: 9,057 shares; 2025Q4: 8,794 shares; 2026Q1: 8,638 shares 8,638 $389K 0.01% -156 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: 773 shares; 2024Q4: 456 shares; 2025Q1: 1,207 shares; 2025Q2: 1,306 shares; 2025Q3: 1,493 shares; 2025Q4: 1,163 shares; 2026Q1: 843 shares 843 $388K 0.01% -320 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: 1,684 shares; 2024Q4: 2,755 shares; 2025Q1: 1,245 shares; 2025Q2: 3,482 shares; 2025Q3: 2,552 shares; 2025Q4: 2,708 shares; 2026Q1: 513 shares 513 $379K 0.01% -2,195 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: 5,422 shares; 2024Q4: 6,806 shares; 2025Q1: 12,023 shares; 2025Q2: 12,958 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,231 shares 5,231 $376K 0.01% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,076 shares; 2025Q1: 1,096 shares; 2025Q2: 5,096 shares; 2025Q3: 5,739 shares; 2025Q4: 6,593 shares; 2026Q1: 7,992 shares 7,992 $367K 0.01% +1,399 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 225 shares; 2025Q1: 434 shares; 2025Q2: 933 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,065 shares 1,065 $365K 0.01% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,346 shares; 2025Q1: 288 shares; 2025Q2: 1,076 shares; 2025Q3: 1,484 shares; 2025Q4: 1,474 shares; 2026Q1: 1,010 shares 1,010 $361K 0.01% -464 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: 15,268 shares; 2024Q4: 8,390 shares; 2025Q1: 4,710 shares; 2025Q2: 4,136 shares; 2025Q3: 3,916 shares; 2025Q4: 3,916 shares; 2026Q1: 3,405 shares 3,405 $360K 0.01% -511 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,447 shares; 2026Q1: 1,833 shares 1,833 $358K 0.01% +386 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 202 shares; 2025Q1: not reported; 2025Q2: 828 shares; 2025Q3: 920 shares; 2025Q4: 1,014 shares; 2026Q1: 1,176 shares 1,176 $358K 0.01% +162 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: 21,899 shares; 2024Q4: 11,888 shares; 2025Q1: 7,239 shares; 2025Q2: 5,580 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,884 shares 4,884 $355K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 1,126 shares; 2025Q2: 1,177 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,646 shares 1,646 $354K 0.01% new Timeline IBTI 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: 7,063 shares; 2025Q1: 31,080 shares; 2025Q2: 17,399 shares; 2025Q3: 15,586 shares; 2025Q4: 15,674 shares; 2026Q1: 15,855 shares 15,855 $353K 0.01% +181 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO 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: 1,416 shares; 2026Q1: 2,236 shares 2,236 $353K 0.01% +820 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 4,759 shares; 2025Q1: 10,319 shares; 2025Q2: 4,234 shares; 2025Q3: 3,741 shares; 2025Q4: 2,739 shares; 2026Q1: 1,521 shares 1,521 $353K 0.01% -1,218 Timeline IBTH 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: 7,090 shares; 2025Q1: 30,891 shares; 2025Q2: 17,328 shares; 2025Q3: 15,534 shares; 2025Q4: 15,537 shares; 2026Q1: 15,715 shares 15,715 $352K 0.01% +178 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: not reported; 2024Q4: 23 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 238 shares 238 $350K 0.01% new Timeline IBTJ 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: 7,203 shares; 2025Q1: 31,748 shares; 2025Q2: 17,771 shares; 2025Q3: 15,920 shares; 2025Q4: 15,922 shares; 2026Q1: 16,015 shares 16,015 $350K 0.01% +93 Timeline IBTG 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: 6,939 shares; 2025Q1: 30,185 shares; 2025Q2: 15,180 shares; 2025Q3: 15,181 shares; 2025Q4: 15,237 shares; 2026Q1: 15,238 shares 15,238 $349K 0.01% +1 Timeline IBTK 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: 7,956 shares; 2025Q1: 35,191 shares; 2025Q2: 17,745 shares; 2025Q3: 17,617 shares; 2025Q4: 17,598 shares; 2026Q1: 17,699 shares 17,699 $349K 0.01% +101 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,748 shares; 2024Q4: 33,633 shares; 2025Q1: 28,242 shares; 2025Q2: 23,292 shares; 2025Q3: 28,474 shares; 2025Q4: 23,954 shares; 2026Q1: 12,687 shares 12,687 $348K 0.01% -11,267 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,568 shares; 2024Q4: 26,088 shares; 2025Q1: 10,885 shares; 2025Q2: 10,492 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,867 shares 15,867 $347K 0.01% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,038 shares; 2025Q1: 1,439 shares; 2025Q2: 1,973 shares; 2025Q3: 1,185 shares; 2025Q4: 1,750 shares; 2026Q1: 1,039 shares 1,039 $347K 0.01% -711 Timeline IBTL 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: 7,723 shares; 2025Q1: 34,085 shares; 2025Q2: 17,063 shares; 2025Q3: 17,063 shares; 2025Q4: 16,924 shares; 2026Q1: 16,966 shares 16,966 $346K 0.01% +42 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: 1,746 shares; 2024Q4: 1,518 shares; 2025Q1: 340 shares; 2025Q2: 1,590 shares; 2025Q3: 1,554 shares; 2025Q4: 1,748 shares; 2026Q1: 1,700 shares 1,700 $346K 0.01% -48 Timeline IBTM 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: 14,939 shares; 2026Q1: 14,974 shares 14,974 $343K 0.01% +35 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: not reported; 2024Q4: 1,404 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,653 shares; 2026Q1: 3,427 shares 3,427 $343K 0.01% +774 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: 3,416 shares; 2024Q4: 1,985 shares; 2025Q1: 2,544 shares; 2025Q2: 1,287 shares; 2025Q3: 1,294 shares; 2025Q4: 1,291 shares; 2026Q1: 678 shares 678 $336K 0.01% -613 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 251 shares; 2025Q1: 106 shares; 2025Q2: not reported; 2025Q3: 1,003 shares; 2025Q4: 1,053 shares; 2026Q1: 1,044 shares 1,044 $335K 0.01% -9 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 638 shares; 2025Q1: 735 shares; 2025Q2: 964 shares; 2025Q3: 893 shares; 2025Q4: 1,015 shares; 2026Q1: 770 shares 770 $331K 0.01% -245 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,036 shares 3,036 $331K 0.01% new 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: 205 shares; 2025Q1: 46 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,217 shares 1,217 $329K 0.01% new Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,766 shares; 2024Q4: 6,352 shares; 2025Q1: 5,113 shares; 2025Q2: 5,113 shares; 2025Q3: 5,113 shares; 2025Q4: not reported; 2026Q1: 12,665 shares 12,665 $329K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,204 shares; 2025Q2: 3,729 shares; 2025Q3: 3,650 shares; 2025Q4: 3,521 shares; 2026Q1: 1,776 shares 1,776 $321K 0.01% -1,745 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 880 shares; 2026Q1: 897 shares 897 $320K 0.01% +17 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: 879 shares; 2024Q4: 347 shares; 2025Q1: 736 shares; 2025Q2: 789 shares; 2025Q3: 727 shares; 2025Q4: 628 shares; 2026Q1: 646 shares 646 $317K 0.01% +18 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: 2,790 shares; 2024Q4: 2,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,725 shares; 2025Q4: 2,422 shares; 2026Q1: 2,531 shares 2,531 $315K 0.01% +109 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,133 shares 2,133 $313K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,198 shares; 2025Q2: 13,073 shares; 2025Q3: 12,927 shares; 2025Q4: 11,624 shares; 2026Q1: 13,056 shares 13,056 $311K 0.01% +1,432 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: 2,316 shares; 2024Q4: 3,287 shares; 2025Q1: 5,058 shares; 2025Q2: 1,669 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,366 shares 1,366 $309K 0.01% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,505 shares; 2025Q4: 2,865 shares; 2026Q1: 3,521 shares 3,521 $305K 0.01% +656 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,323 shares; 2025Q1: 765 shares; 2025Q2: 7,226 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,408 shares 7,408 $304K 0.01% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 291 shares; 2025Q1: 116 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,243 shares 3,243 $304K 0.01% new Timeline USIG 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: 439,778 shares; 2024Q4: 505,956 shares; 2025Q1: 755,221 shares; 2025Q2: 817,152 shares; 2025Q3: 938,833 shares; 2025Q4: 1,014,699 shares; 2026Q1: 5,837 shares 5,837 $299K 0.01% -1,008,862 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,338 shares; 2025Q1: 8,979 shares; 2025Q2: 8,766 shares; 2025Q3: not reported; 2025Q4: 17,025 shares; 2026Q1: 13,090 shares 13,090 $296K 0.01% -3,935 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,885 shares; 2024Q4: 7,885 shares; 2025Q1: 7,885 shares; 2025Q2: 6,527 shares; 2025Q3: 6,527 shares; 2025Q4: 3,932 shares; 2026Q1: 3,932 shares 3,932 $296K 0.01% 0 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,187 shares; 2024Q4: 4,038 shares; 2025Q1: 6,118 shares; 2025Q2: 6,065 shares; 2025Q3: 5,677 shares; 2025Q4: 4,227 shares; 2026Q1: 2,061 shares 2,061 $295K 0.01% -2,166 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,306 shares; 2025Q1: 6,158 shares; 2025Q2: 8,540 shares; 2025Q3: 9,004 shares; 2025Q4: 8,302 shares; 2026Q1: 6,457 shares 6,457 $292K 0.01% -1,845 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,993 shares; 2025Q4: 3,659 shares; 2026Q1: 4,213 shares 4,213 $292K 0.01% +554 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,012 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,066 shares; 2025Q4: 7,148 shares; 2026Q1: 7,148 shares 7,148 $289K <0.01% 0 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL 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: 9,626 shares; 2026Q1: 6,253 shares 6,253 $289K <0.01% -3,373 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 976 shares 976 $289K <0.01% new 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: 329 shares; 2025Q1: 836 shares; 2025Q2: not reported; 2025Q3: 1,682 shares; 2025Q4: 1,948 shares; 2026Q1: 2,264 shares 2,264 $286K <0.01% +316 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,261 shares; 2024Q4: 7,285 shares; 2025Q1: 3,623 shares; 2025Q2: 1,889 shares; 2025Q3: 1,892 shares; 2025Q4: 1,939 shares; 2026Q1: 1,927 shares 1,927 $280K <0.01% -12 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: 41 shares; 2025Q1: 194 shares; 2025Q2: 904 shares; 2025Q3: 1,177 shares; 2025Q4: 1,208 shares; 2026Q1: 1,015 shares 1,015 $279K <0.01% -193 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,625 shares; 2025Q1: 32,419 shares; 2025Q2: 17,694 shares; 2025Q3: 17,790 shares; 2025Q4: 15,105 shares; 2026Q1: 5,561 shares 5,561 $278K <0.01% -9,544 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,282 shares; 2025Q2: 2,282 shares; 2025Q3: 2,282 shares; 2025Q4: 1,997 shares; 2026Q1: 1,997 shares 1,997 $276K <0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 254 shares; 2025Q2: not reported; 2025Q3: 1,053 shares; 2025Q4: 1,143 shares; 2026Q1: 1,338 shares 1,338 $276K <0.01% +195 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,358 shares; 2025Q4: 10,377 shares; 2026Q1: 7,395 shares 7,395 $274K <0.01% -2,982 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,619 shares 3,619 $274K <0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 1,829 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,327 shares 7,327 $273K <0.01% new Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91 shares; 2025Q2: 15 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,210 shares 12,210 $272K <0.01% 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: 741 shares; 2025Q1: 94 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,167 shares; 2026Q1: 1,648 shares 1,648 $271K <0.01% +481 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: 2,553 shares; 2025Q1: 5,678 shares; 2025Q2: 7,567 shares; 2025Q3: 5,683 shares; 2025Q4: 6,427 shares; 2026Q1: 2,357 shares 2,357 $267K <0.01% -4,070 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: 1,251 shares; 2024Q4: 508 shares; 2025Q1: 566 shares; 2025Q2: 1,138 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,274 shares 1,274 $265K <0.01% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,586 shares; 2025Q1: 2,021 shares; 2025Q2: 2,010 shares; 2025Q3: 2,364 shares; 2025Q4: 2,366 shares; 2026Q1: 2,171 shares 2,171 $263K <0.01% -195 Timeline SHY 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: 3,207 shares; 2024Q4: 1,999 shares; 2025Q1: 4,965 shares; 2025Q2: 2,936 shares; 2025Q3: 4,121 shares; 2025Q4: 3,619 shares; 2026Q1: 3,169 shares 3,169 $262K <0.01% -450 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: 47 shares; 2025Q1: 584 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,428 shares 1,428 $260K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,644 shares; 2025Q2: 3,311 shares; 2025Q3: 1,807 shares; 2025Q4: 1,713 shares; 2026Q1: 1,754 shares 1,754 $260K <0.01% +41 Timeline DON 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: not reported; 2024Q4: not reported; 2025Q1: 6,873 shares; 2025Q2: 6,081 shares; 2025Q3: 6,081 shares; 2025Q4: 4,931 shares; 2026Q1: 4,931 shares 4,931 $259K <0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 385 shares; 2025Q1: 646 shares; 2025Q2: 2,611 shares; 2025Q3: 2,723 shares; 2025Q4: 1,502 shares; 2026Q1: 2,252 shares 2,252 $259K <0.01% +750 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: not reported; 2024Q4: 816 shares; 2025Q1: 90 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,329 shares; 2026Q1: 1,644 shares 1,644 $259K <0.01% +315 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: 485 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,463 shares; 2026Q1: 1,690 shares 1,690 $258K <0.01% +227 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 5,832 shares; 2025Q1: 11,589 shares; 2025Q2: 3,805 shares; 2025Q3: 3,211 shares; 2025Q4: 2,699 shares; 2026Q1: 2,798 shares 2,798 $258K <0.01% +99 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,568 shares; 2024Q4: 609 shares; 2025Q1: 68 shares; 2025Q2: not reported; 2025Q3: 1,047 shares; 2025Q4: 823 shares; 2026Q1: 658 shares 658 $258K <0.01% -165 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 274 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,433 shares 3,433 $258K <0.01% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,034,846 shares; 2025Q2: 1,151,216 shares; 2025Q3: 1,257,158 shares; 2025Q4: 355,525 shares; 2026Q1: 4,880 shares 4,880 $257K <0.01% -350,645 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 877 shares; 2026Q1: 991 shares 991 $252K <0.01% +114 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: 3,041 shares; 2024Q4: 3,297 shares; 2025Q1: 3,718 shares; 2025Q2: 3,314 shares; 2025Q3: 1,963 shares; 2025Q4: not reported; 2026Q1: 1,036 shares 1,036 $251K <0.01% new Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 49 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 903 shares 903 $247K <0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,666 shares; 2025Q1: 34,115 shares; 2025Q2: 37,993 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,899 shares 5,899 $246K <0.01% new 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: not reported; 2024Q4: 388 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,256 shares 5,256 $241K <0.01% new 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: not reported; 2024Q4: 1,178 shares; 2025Q1: 2,970 shares; 2025Q2: 2,269 shares; 2025Q3: 2,346 shares; 2025Q4: 2,261 shares; 2026Q1: 2,348 shares 2,348 $241K <0.01% +87 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: 2,552 shares; 2024Q4: 1,900 shares; 2025Q1: 2,418 shares; 2025Q2: 1,138 shares; 2025Q3: 1,513 shares; 2025Q4: 1,310 shares; 2026Q1: 567 shares 567 $241K <0.01% -743 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL 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: 280 shares; 2025Q3: 442 shares; 2025Q4: 445 shares; 2026Q1: 460 shares 460 $241K <0.01% +15 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: not reported; 2024Q4: 1,752 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,993 shares 4,993 $241K <0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,999 shares; 2025Q2: 4,921 shares; 2025Q3: 5,088 shares; 2025Q4: 4,713 shares; 2026Q1: 3,519 shares 3,519 $239K <0.01% -1,194 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: not reported; 2024Q4: 524 shares; 2025Q1: 199 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 764 shares 764 $237K <0.01% 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: 176 shares; 2025Q1: 519 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,892 shares; 2026Q1: 1,795 shares 1,795 $237K <0.01% -97 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: 334 shares; 2025Q2: 5,412 shares; 2025Q3: 7,146 shares; 2025Q4: 5,192 shares; 2026Q1: 6,283 shares 6,283 $236K <0.01% +1,091 Timeline JBND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,971 shares; 2026Q1: 4,371 shares 4,371 $235K <0.01% -4,600 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 102 shares; 2025Q1: 95 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,546 shares 1,546 $233K <0.01% new 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: 24 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,120 shares 1,120 $232K <0.01% new Timeline FVD 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: not reported; 2024Q4: 563 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,625 shares; 2026Q1: 4,933 shares 4,933 $232K <0.01% +308 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: 7,570 shares; 2024Q4: 8,273 shares; 2025Q1: 8,180 shares; 2025Q2: 16,545 shares; 2025Q3: 16,705 shares; 2025Q4: not reported; 2026Q1: 2,882 shares 2,882 $229K <0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 603 shares; 2025Q1: 35 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,928 shares 1,928 $229K <0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,011 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,334 shares 1,334 $226K <0.01% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,395 shares; 2024Q4: 16,379 shares; 2025Q1: 12,565 shares; 2025Q2: 16,854 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,645 shares 2,645 $225K <0.01% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,281 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,733 shares; 2026Q1: 15,584 shares 15,584 $224K <0.01% +3,851 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: 319 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 678 shares 678 $221K <0.01% new Timeline SCMB 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: not reported; 2026Q1: 8,560 shares 8,560 $218K <0.01% new 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: not reported; 2025Q3: 5,420 shares; 2025Q4: not reported; 2026Q1: 6,010 shares 6,010 $218K <0.01% new Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,963 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,911 shares; 2026Q1: 3,156 shares 3,156 $217K <0.01% +245 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,492 shares; 2025Q2: 6,819 shares; 2025Q3: 8,532 shares; 2025Q4: not reported; 2026Q1: 10,231 shares 10,231 $217K <0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: 2,163 shares; 2025Q2: 3,542 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,349 shares 3,349 $216K <0.01% new 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: not reported; 2024Q4: 1,142 shares; 2025Q1: 1,776 shares; 2025Q2: 6,209 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,911 shares 7,911 $216K <0.01% new Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,421 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,421 shares; 2025Q4: 5,538 shares; 2026Q1: 5,538 shares 5,538 $216K <0.01% 0 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: not reported; 2024Q4: 15 shares; 2025Q1: 1,553 shares; 2025Q2: 1,584 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,665 shares 1,665 $213K <0.01% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,157 shares 6,157 $209K <0.01% new Timeline SUSC 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: 4,997 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,698 shares; 2025Q4: 8,872 shares; 2026Q1: 9,022 shares 9,022 $209K <0.01% +150 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: 9,744 shares; 2024Q4: 9,445 shares; 2025Q1: 9,968 shares; 2025Q2: 2,906 shares; 2025Q3: 2,023 shares; 2025Q4: 1,797 shares; 2026Q1: 991 shares 991 $207K <0.01% -806 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,973 shares; 2025Q2: 2,178 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,594 shares 5,594 $205K <0.01% new Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,315 shares 7,315 $205K <0.01% new Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,888 shares; 2024Q4: 19,443 shares; 2025Q1: 10,447 shares; 2025Q2: 7,532 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,485 shares 5,485 $202K <0.01% new Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,524 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,076 shares 8,076 $200K <0.01% new Timeline USXF 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: 4,380 shares; 2025Q1: 5,779 shares; 2025Q2: 4,220 shares; 2025Q3: 3,511 shares; 2025Q4: 3,572 shares; 2026Q1: 3,625 shares 3,625 $200K <0.01% +53 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: not reported; 2024Q4: 314 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,008 shares 13,008 $185K <0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,967 shares; 2024Q4: 149,761 shares; 2025Q1: 85,441 shares; 2025Q2: 67,219 shares; 2025Q3: 46,421 shares; 2025Q4: 44,882 shares; 2026Q1: 12,611 shares 12,611 $58.4K <0.01% -32,271 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,859 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,474 shares; 2025Q4: 13,791 shares; 2026Q1: 14,232 shares 14,232 $41.6K <0.01% +441 Timeline ALIT ALIGHT INC More: the full row for ALIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106 shares; 2025Q3: 61,476 shares; 2025Q4: 102,159 shares; 2026Q1: 17,790 shares 17,790 $10.4K <0.01% -84,369 Timeline