SGOV 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: 278,678 shares; 2025Q1: 202,821 shares; 2025Q2: 225,280 shares; 2025Q3: 239,466 shares; 2025Q4: 245,884 shares; 2026Q1: 496,119 shares 496,119 $49.9M 4.75% +250,235 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,910 shares; 2024Q4: not reported; 2025Q1: 137,647 shares; 2025Q2: 257,571 shares; 2025Q3: 391,390 shares; 2025Q4: 577,272 shares; 2026Q1: 1,313,675 shares 1,313,675 $33.7M 3.2% +736,403 Timeline SCHI 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: 625,418 shares; 2025Q1: 635,215 shares; 2025Q2: 651,801 shares; 2025Q3: 651,093 shares; 2025Q4: 654,632 shares; 2026Q1: 1,313,035 shares 1,313,035 $29.8M 2.83% +658,403 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 185,642 shares; 2025Q1: 191,714 shares; 2025Q2: 215,050 shares; 2025Q3: 265,442 shares; 2025Q4: 272,554 shares; 2026Q1: 559,008 shares 559,008 $27.6M 2.63% +286,454 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: not reported; 2025Q1: 23,326 shares; 2025Q2: 53,169 shares; 2025Q3: 67,742 shares; 2025Q4: 105,791 shares; 2026Q1: 236,520 shares 236,520 $26.1M 2.49% +130,729 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 178,364 shares; 2025Q1: 180,706 shares; 2025Q2: 181,358 shares; 2025Q3: 244,144 shares; 2025Q4: 249,802 shares; 2026Q1: 505,263 shares 505,263 $25.2M 2.4% +255,461 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: 94,541 shares; 2024Q4: 91,383 shares; 2025Q1: 100,245 shares; 2025Q2: 105,059 shares; 2025Q3: 110,395 shares; 2025Q4: 118,011 shares; 2026Q1: 126,786 shares 126,786 $22.1M 2.1% +8,775 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: 81,523 shares; 2024Q4: 59,720 shares; 2025Q1: 66,073 shares; 2025Q2: 69,746 shares; 2025Q3: 69,089 shares; 2025Q4: 77,859 shares; 2026Q1: 86,581 shares 86,581 $22M 2.09% +8,722 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 225,184 shares 225,184 $17.8M 1.69% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,818 shares; 2025Q2: 120,593 shares; 2025Q3: 158,038 shares; 2025Q4: 266,657 shares; 2026Q1: 669,670 shares 669,670 $16.6M 1.58% +403,013 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,695 shares; 2025Q2: 75,184 shares; 2025Q3: 129,759 shares; 2025Q4: 204,827 shares; 2026Q1: 497,259 shares 497,259 $16.4M 1.56% +292,432 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261,442 shares; 2025Q4: 315,644 shares; 2026Q1: 849,548 shares 849,548 $16M 1.52% +533,904 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: 39,966 shares; 2024Q4: 31,280 shares; 2025Q1: 34,764 shares; 2025Q2: 36,298 shares; 2025Q3: 35,218 shares; 2025Q4: 38,101 shares; 2026Q1: 40,974 shares 40,974 $15.2M 1.44% +2,873 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: 11,532 shares; 2024Q4: 30,336 shares; 2025Q1: 36,873 shares; 2025Q2: 67,383 shares; 2025Q3: 80,993 shares; 2025Q4: 91,970 shares; 2026Q1: 112,065 shares 112,065 $14.6M 1.38% +20,095 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 289,902 shares 289,902 $14.5M 1.38% new 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: not reported; 2024Q4: not reported; 2025Q1: 824 shares; 2025Q2: 1,018 shares; 2025Q3: 933 shares; 2025Q4: 933 shares; 2026Q1: 336,721 shares 336,721 $14.2M 1.35% +335,788 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 249,319 shares; 2025Q4: 296,996 shares; 2026Q1: 718,661 shares 718,661 $13.9M 1.32% +421,665 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: not reported; 2024Q4: not reported; 2025Q1: 42,534 shares; 2025Q2: 74,489 shares; 2025Q3: 112,112 shares; 2025Q4: 163,742 shares; 2026Q1: 184,749 shares 184,749 $13.7M 1.31% +21,007 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: not reported; 2024Q4: 184,568 shares; 2025Q1: 186,935 shares; 2025Q2: 209,229 shares; 2025Q3: 249,314 shares; 2025Q4: 257,170 shares; 2026Q1: 262,203 shares 262,203 $13.2M 1.26% +5,033 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: not reported; 2024Q4: 72,350 shares; 2025Q1: 73,280 shares; 2025Q2: 76,806 shares; 2025Q3: 97,135 shares; 2025Q4: 98,514 shares; 2026Q1: 200,901 shares 200,901 $13.2M 1.26% +102,387 Timeline SCYB 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: 175,936 shares; 2025Q1: 178,219 shares; 2025Q2: 188,111 shares; 2025Q3: 222,164 shares; 2025Q4: 229,194 shares; 2026Q1: 468,509 shares 468,509 $12.2M 1.16% +239,315 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: 7,477 shares; 2024Q4: 7,471 shares; 2025Q1: 10,986 shares; 2025Q2: 8,965 shares; 2025Q3: 26,474 shares; 2025Q4: 25,428 shares; 2026Q1: 22,172 shares 22,172 $10.6M 1.01% -3,256 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: 59,209 shares; 2024Q4: 42,842 shares; 2025Q1: 33,246 shares; 2025Q2: 34,390 shares; 2025Q3: 35,492 shares; 2025Q4: 33,837 shares; 2026Q1: 36,651 shares 36,651 $10.5M 1% +2,814 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 359,851 shares 359,851 $10.3M 0.98% new Timeline SCHQ 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: 141,803 shares; 2025Q1: 146,342 shares; 2025Q2: 157,688 shares; 2025Q3: 157,164 shares; 2025Q4: 162,424 shares; 2026Q1: 324,933 shares 324,933 $10.2M 0.97% +162,509 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: 7,186 shares; 2024Q4: 6,807 shares; 2025Q1: 6,523 shares; 2025Q2: 9,837 shares; 2025Q3: 10,881 shares; 2025Q4: 13,904 shares; 2026Q1: 27,740 shares 27,740 $9.76M 0.93% +13,836 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,442 shares; 2025Q2: 151,459 shares; 2025Q3: 227,186 shares; 2025Q4: 338,738 shares; 2026Q1: 334,666 shares 334,666 $9.75M 0.93% -4,072 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: 20,849 shares; 2024Q4: 21,596 shares; 2025Q1: 21,098 shares; 2025Q2: 20,569 shares; 2025Q3: 20,229 shares; 2025Q4: 17,277 shares; 2026Q1: 17,017 shares 17,017 $9.74M 0.93% -260 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: 51,924 shares; 2024Q4: 43,859 shares; 2025Q1: 40,022 shares; 2025Q2: 36,590 shares; 2025Q3: 36,079 shares; 2025Q4: 39,649 shares; 2026Q1: 41,991 shares 41,991 $9.7M 0.92% +2,342 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: 50,968 shares; 2024Q4: 58,884 shares; 2025Q1: 67,749 shares; 2025Q2: 60,804 shares; 2025Q3: 75,099 shares; 2025Q4: 74,289 shares; 2026Q1: 94,226 shares 94,226 $9.65M 0.92% +19,937 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: 4,925 shares; 2024Q4: 4,807 shares; 2025Q1: 27,924 shares; 2025Q2: 56,516 shares; 2025Q3: 60,720 shares; 2025Q4: 70,920 shares; 2026Q1: 66,161 shares 66,161 $9.22M 0.88% -4,759 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: 39,875 shares; 2024Q4: 11,891 shares; 2025Q1: 10,248 shares; 2025Q2: 28,968 shares; 2025Q3: 22,878 shares; 2025Q4: 34,977 shares; 2026Q1: 71,959 shares 71,959 $9.09M 0.86% +36,982 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,035 shares; 2024Q4: 60,276 shares; 2025Q1: 62,551 shares; 2025Q2: 103,244 shares; 2025Q3: 114,730 shares; 2025Q4: 123,663 shares; 2026Q1: 110,108 shares 110,108 $8.54M 0.81% -13,555 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,357 shares; 2025Q2: 83,759 shares; 2025Q3: 78,794 shares; 2025Q4: 154,980 shares; 2026Q1: 216,866 shares 216,866 $8.46M 0.8% +61,886 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,007 shares; 2024Q4: 12,577 shares; 2025Q1: 13,897 shares; 2025Q2: 8,945 shares; 2025Q3: 14,323 shares; 2025Q4: 11,989 shares; 2026Q1: 14,091 shares 14,091 $8.36M 0.79% +2,102 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: 16,364 shares; 2024Q4: 17,150 shares; 2025Q1: 6,325 shares; 2025Q2: 20,549 shares; 2025Q3: 35,019 shares; 2025Q4: 35,116 shares; 2026Q1: 54,231 shares 54,231 $8.27M 0.79% +19,115 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,216 shares; 2024Q4: 86,338 shares; 2025Q1: 124,705 shares; 2025Q2: 144,865 shares; 2025Q3: 125,487 shares; 2025Q4: 117,551 shares; 2026Q1: 124,846 shares 124,846 $8.17M 0.78% +7,295 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: 8,886 shares; 2025Q3: 27,593 shares; 2025Q4: 60,666 shares; 2026Q1: 73,966 shares 73,966 $8.1M 0.77% +13,300 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,205 shares; 2025Q3: 35,614 shares; 2025Q4: 37,770 shares; 2026Q1: 56,185 shares 56,185 $7.93M 0.75% +18,415 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: 18,549 shares; 2024Q4: 17,742 shares; 2025Q1: 19,733 shares; 2025Q2: 20,674 shares; 2025Q3: 21,703 shares; 2025Q4: 23,449 shares; 2026Q1: 25,334 shares 25,334 $7.84M 0.75% +1,885 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: 110,781 shares; 2024Q4: 93,666 shares; 2025Q1: 117,246 shares; 2025Q2: 95,863 shares; 2025Q3: 95,069 shares; 2025Q4: 100,295 shares; 2026Q1: 110,998 shares 110,998 $7.55M 0.72% +10,703 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,153 shares; 2024Q4: 22,840 shares; 2025Q1: 32,997 shares; 2025Q2: 32,961 shares; 2025Q3: 27,666 shares; 2025Q4: 32,648 shares; 2026Q1: 27,863 shares 27,863 $7.4M 0.7% -4,785 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,069 shares; 2025Q4: 25,916 shares; 2026Q1: 316,392 shares 316,392 $7.3M 0.69% +290,476 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,847 shares; 2024Q4: 18,312 shares; 2025Q1: 20,408 shares; 2025Q2: 21,033 shares; 2025Q3: 21,905 shares; 2025Q4: 23,858 shares; 2026Q1: 25,045 shares 25,045 $7.18M 0.68% +1,187 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,926 shares; 2025Q2: 50,167 shares; 2025Q3: 66,034 shares; 2025Q4: 75,732 shares; 2026Q1: 88,028 shares 88,028 $7.08M 0.67% +12,296 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: not reported; 2025Q2: 6,756 shares; 2025Q3: 92,215 shares; 2025Q4: 145,754 shares; 2026Q1: 147,082 shares 147,082 $7.06M 0.67% +1,328 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: 65,599 shares; 2024Q4: 83,048 shares; 2025Q1: 75,183 shares; 2025Q2: 77,559 shares; 2025Q3: 79,305 shares; 2025Q4: 66,427 shares; 2026Q1: 77,126 shares 77,126 $7.03M 0.67% +10,699 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: 28,115 shares; 2025Q1: 66,635 shares; 2025Q2: 102,356 shares; 2025Q3: 104,764 shares; 2025Q4: 106,246 shares; 2026Q1: 113,009 shares 113,009 $6.6M 0.63% +6,763 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: 26,942 shares; 2024Q4: 40,397 shares; 2025Q1: 50,715 shares; 2025Q2: 41,279 shares; 2025Q3: 32,637 shares; 2025Q4: 29,613 shares; 2026Q1: 40,107 shares 40,107 $6.58M 0.63% +10,494 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,137 shares; 2025Q3: 8,633 shares; 2025Q4: 22,476 shares; 2026Q1: 115,485 shares 115,485 $6.55M 0.62% +93,009 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: 33,654 shares; 2024Q4: 35,413 shares; 2025Q1: 40,184 shares; 2025Q2: 37,544 shares; 2025Q3: 45,946 shares; 2025Q4: 43,301 shares; 2026Q1: 49,031 shares 49,031 $6.31M 0.6% +5,730 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: 10,955 shares; 2024Q4: 10,824 shares; 2025Q1: 12,061 shares; 2025Q2: 12,550 shares; 2025Q3: 13,232 shares; 2025Q4: 15,345 shares; 2026Q1: 15,884 shares 15,884 $5.9M 0.56% +539 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: 8,411 shares; 2024Q4: 8,356 shares; 2025Q1: 11,680 shares; 2025Q2: 12,920 shares; 2025Q3: 12,426 shares; 2025Q4: 12,978 shares; 2026Q1: 13,222 shares 13,222 $5.88M 0.56% +244 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,846 shares; 2026Q1: 149,391 shares 149,391 $5.82M 0.55% +75,545 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,859 shares; 2024Q4: 53,132 shares; 2025Q1: 62,194 shares; 2025Q2: 25,551 shares; 2025Q3: 27,212 shares; 2025Q4: 74,634 shares; 2026Q1: 76,853 shares 76,853 $5.81M 0.55% +2,219 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: 1,087 shares; 2025Q1: 3,009 shares; 2025Q2: 18,503 shares; 2025Q3: 32,446 shares; 2025Q4: 26,479 shares; 2026Q1: 30,109 shares 30,109 $5.77M 0.55% +3,630 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: 34,909 shares; 2024Q4: 37,406 shares; 2025Q1: 36,201 shares; 2025Q2: 32,109 shares; 2025Q3: 27,731 shares; 2025Q4: 24,279 shares; 2026Q1: 23,089 shares 23,089 $5.6M 0.53% -1,190 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,458 shares; 2025Q4: 86,666 shares; 2026Q1: 130,292 shares 130,292 $5.59M 0.53% +43,626 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: 17,935 shares; 2025Q1: not reported; 2025Q2: 20,129 shares; 2025Q3: 17,390 shares; 2025Q4: 27,926 shares; 2026Q1: 26,025 shares 26,025 $5.56M 0.53% -1,901 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,751 shares; 2024Q4: 28,358 shares; 2025Q1: 27,754 shares; 2025Q2: 28,350 shares; 2025Q3: 18,466 shares; 2025Q4: 18,047 shares; 2026Q1: 16,141 shares 16,141 $5.55M 0.53% -1,906 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,644 shares; 2024Q4: 18,117 shares; 2025Q1: 5,961 shares; 2025Q2: 29,893 shares; 2025Q3: 81,361 shares; 2025Q4: 101,428 shares; 2026Q1: 106,239 shares 106,239 $5.46M 0.52% +4,811 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: 20,497 shares; 2024Q4: 25,264 shares; 2025Q1: 30,807 shares; 2025Q2: 30,731 shares; 2025Q3: 28,307 shares; 2025Q4: 22,660 shares; 2026Q1: 18,085 shares 18,085 $5.32M 0.51% -4,575 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,296 shares; 2024Q4: 2,197 shares; 2025Q1: 2,408 shares; 2025Q2: 11,415 shares; 2025Q3: 19,355 shares; 2025Q4: 30,300 shares; 2026Q1: 36,149 shares 36,149 $5.23M 0.5% +5,849 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: 48,246 shares; 2024Q4: 51,455 shares; 2025Q1: 41,344 shares; 2025Q2: 30,088 shares; 2025Q3: 38,913 shares; 2025Q4: 39,466 shares; 2026Q1: 24,705 shares 24,705 $5.22M 0.5% -14,761 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 218,259 shares 218,259 $4.91M 0.47% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,160 shares; 2025Q3: 26,408 shares; 2025Q4: 42,731 shares; 2026Q1: 155,878 shares 155,878 $4.75M 0.45% +113,147 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,067 shares; 2026Q1: 42,145 shares 42,145 $3.97M 0.38% +78 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,578 shares; 2025Q2: 16,990 shares; 2025Q3: 25,109 shares; 2025Q4: 38,377 shares; 2026Q1: 38,551 shares 38,551 $3.92M 0.37% +174 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,107 shares; 2025Q1: 5,624 shares; 2025Q2: 5,958 shares; 2025Q3: 6,071 shares; 2025Q4: 6,293 shares; 2026Q1: 53,725 shares 53,725 $3.89M 0.37% +47,432 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: 17,894 shares; 2024Q4: 17,086 shares; 2025Q1: 18,776 shares; 2025Q2: 19,367 shares; 2025Q3: 20,285 shares; 2025Q4: 21,520 shares; 2026Q1: 22,893 shares 22,893 $3.88M 0.37% +1,373 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: 7,234 shares; 2024Q4: 22,305 shares; 2025Q1: 39,732 shares; 2025Q2: 46,287 shares; 2025Q3: 43,000 shares; 2025Q4: 45,571 shares; 2026Q1: 59,526 shares 59,526 $3.82M 0.36% +13,955 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,366 shares 75,366 $3.79M 0.36% new 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: not reported; 2024Q4: not reported; 2025Q1: 13,304 shares; 2025Q2: 18,031 shares; 2025Q3: 23,266 shares; 2025Q4: 23,635 shares; 2026Q1: 36,936 shares 36,936 $3.62M 0.34% +13,301 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,027 shares 16,027 $3.42M 0.33% new 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: 19,615 shares; 2024Q4: 18,060 shares; 2025Q1: 20,556 shares; 2025Q2: 23,588 shares; 2025Q3: 23,927 shares; 2025Q4: 19,231 shares; 2026Q1: 11,640 shares 11,640 $3.39M 0.32% -7,591 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,218 shares; 2025Q4: 33,344 shares; 2026Q1: 33,326 shares 33,326 $3.24M 0.31% -18 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: 133,163 shares; 2024Q4: 131,606 shares; 2025Q1: 56,689 shares; 2025Q2: 56,565 shares; 2025Q3: 57,029 shares; 2025Q4: 60,397 shares; 2026Q1: 64,083 shares 64,083 $3.12M 0.3% +3,686 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 931 shares; 2025Q2: 971 shares; 2025Q3: 8,294 shares; 2025Q4: 1,088 shares; 2026Q1: 10,928 shares 10,928 $3.1M 0.29% +9,840 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: not reported; 2024Q4: 18,301 shares; 2025Q1: 20,551 shares; 2025Q2: 19,284 shares; 2025Q3: 20,616 shares; 2025Q4: 22,143 shares; 2026Q1: 24,783 shares 24,783 $3.08M 0.29% +2,640 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: not reported; 2025Q1: 8,385 shares; 2025Q2: 14,684 shares; 2025Q3: 18,517 shares; 2025Q4: 23,078 shares; 2026Q1: 35,330 shares 35,330 $2.96M 0.28% +12,252 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,640 shares; 2025Q3: 9,525 shares; 2025Q4: 14,287 shares; 2026Q1: 26,304 shares 26,304 $2.91M 0.28% +12,017 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: 6,266 shares; 2024Q4: 6,406 shares; 2025Q1: 7,249 shares; 2025Q2: 7,700 shares; 2025Q3: 8,111 shares; 2025Q4: 8,751 shares; 2026Q1: 9,545 shares 9,545 $2.88M 0.27% +794 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: not reported; 2025Q2: 1,781 shares; 2025Q3: 3,069 shares; 2025Q4: 6,316 shares; 2026Q1: 10,970 shares 10,970 $2.79M 0.27% +4,654 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,880 shares; 2024Q4: 20,316 shares; 2025Q1: 35,302 shares; 2025Q2: 19,439 shares; 2025Q3: 40,392 shares; 2025Q4: 41,054 shares; 2026Q1: 24,070 shares 24,070 $2.76M 0.26% -16,984 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: not reported; 2024Q4: 857 shares; 2025Q1: 2,510 shares; 2025Q2: 3,169 shares; 2025Q3: 3,350 shares; 2025Q4: 5,246 shares; 2026Q1: 9,286 shares 9,286 $2.76M 0.26% +4,040 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: 14,488 shares; 2024Q4: 14,628 shares; 2025Q1: 18,032 shares; 2025Q2: 20,328 shares; 2025Q3: 15,719 shares; 2025Q4: 14,032 shares; 2026Q1: 12,615 shares 12,615 $2.74M 0.26% -1,417 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,278 shares; 2025Q4: 16,323 shares; 2026Q1: 18,498 shares 18,498 $2.7M 0.26% +2,175 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: not reported; 2025Q1: 8,894 shares; 2025Q2: 16,574 shares; 2025Q3: 16,020 shares; 2025Q4: 19,779 shares; 2026Q1: 48,667 shares 48,667 $2.67M 0.25% +28,888 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: 6,603 shares; 2024Q4: 5,943 shares; 2025Q1: 6,570 shares; 2025Q2: 7,670 shares; 2025Q3: 8,083 shares; 2025Q4: 22,555 shares; 2026Q1: 28,244 shares 28,244 $2.65M 0.25% +5,689 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: not reported; 2024Q4: 1,694 shares; 2025Q1: 1,894 shares; 2025Q2: 1,994 shares; 2025Q3: 2,126 shares; 2025Q4: 2,235 shares; 2026Q1: 2,495 shares 2,495 $2.49M 0.24% +260 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: 8,960 shares; 2024Q4: 9,097 shares; 2025Q1: 3,975 shares; 2025Q2: 3,209 shares; 2025Q3: 3,209 shares; 2025Q4: 3,624 shares; 2026Q1: 3,458 shares 3,458 $2.45M 0.23% -166 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: not reported; 2025Q1: not reported; 2025Q2: 12,916 shares; 2025Q3: 21,206 shares; 2025Q4: 36,098 shares; 2026Q1: 90,332 shares 90,332 $2.44M 0.23% +54,234 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: 1,665 shares; 2024Q4: 1,700 shares; 2025Q1: 4,070 shares; 2025Q2: 4,775 shares; 2025Q3: 5,253 shares; 2025Q4: 5,077 shares; 2026Q1: 8,705 shares 8,705 $2.41M 0.23% +3,628 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: 3,288 shares; 2024Q4: 3,163 shares; 2025Q1: 3,466 shares; 2025Q2: 3,639 shares; 2025Q3: 3,906 shares; 2025Q4: 4,143 shares; 2026Q1: 4,544 shares 4,544 $2.27M 0.22% +401 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: 4,325 shares; 2024Q4: 4,283 shares; 2025Q1: 4,784 shares; 2025Q2: 4,989 shares; 2025Q3: 5,251 shares; 2025Q4: 5,666 shares; 2026Q1: 6,650 shares 6,650 $2.25M 0.21% +984 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: 14,062 shares; 2024Q4: 28,700 shares; 2025Q1: 39,313 shares; 2025Q2: 56,128 shares; 2025Q3: 44,238 shares; 2025Q4: 49,665 shares; 2026Q1: 41,641 shares 41,641 $2.24M 0.21% -8,024 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: 7,392 shares; 2024Q4: 6,535 shares; 2025Q1: 7,118 shares; 2025Q2: 7,337 shares; 2025Q3: 9,340 shares; 2025Q4: 9,972 shares; 2026Q1: 10,807 shares 10,807 $2.24M 0.21% +835 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: 1,701 shares; 2024Q4: 1,629 shares; 2025Q1: 1,824 shares; 2025Q2: 1,900 shares; 2025Q3: 1,986 shares; 2025Q4: 22,913 shares; 2026Q1: 22,879 shares 22,879 $2.2M 0.21% -34 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: 3,027 shares; 2025Q3: 6,244 shares; 2025Q4: 10,617 shares; 2026Q1: 26,439 shares 26,439 $2.19M 0.21% +15,822 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,854 shares; 2025Q2: 5,082 shares; 2025Q3: 6,778 shares; 2025Q4: 6,852 shares; 2026Q1: 10,568 shares 10,568 $2.13M 0.2% +3,716 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: not reported; 2025Q1: not reported; 2025Q2: 4,752 shares; 2025Q3: 3,276 shares; 2025Q4: 9,227 shares; 2026Q1: 23,001 shares 23,001 $2.1M 0.2% +13,774 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: 1,245 shares; 2024Q4: 10,898 shares; 2025Q1: 11,773 shares; 2025Q2: 11,471 shares; 2025Q3: 12,344 shares; 2025Q4: 13,215 shares; 2026Q1: 14,486 shares 14,486 $2.09M 0.2% +1,271 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: 948 shares; 2024Q4: 913 shares; 2025Q1: 1,835 shares; 2025Q2: 2,134 shares; 2025Q3: 1,722 shares; 2025Q4: 1,520 shares; 2026Q1: 1,502 shares 1,502 $2.07M 0.2% -18 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,871 shares 12,871 $2.04M 0.19% 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: 7,384 shares; 2024Q4: 7,984 shares; 2025Q1: 9,095 shares; 2025Q2: 9,934 shares; 2025Q3: 10,247 shares; 2025Q4: 12,030 shares; 2026Q1: 13,895 shares 13,895 $2.03M 0.19% +1,865 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: 425 shares; 2024Q4: 421 shares; 2025Q1: 1,003 shares; 2025Q2: 1,330 shares; 2025Q3: 1,426 shares; 2025Q4: 2,651 shares; 2026Q1: 5,086 shares 5,086 $1.92M 0.18% +2,435 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,487 shares; 2025Q3: 4,114 shares; 2025Q4: 7,100 shares; 2026Q1: 14,360 shares 14,360 $1.91M 0.18% +7,260 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: not reported; 2025Q1: not reported; 2025Q2: 4,655 shares; 2025Q3: 7,851 shares; 2025Q4: 10,084 shares; 2026Q1: 16,634 shares 16,634 $1.91M 0.18% +6,550 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: 673 shares; 2024Q4: 735 shares; 2025Q1: 1,528 shares; 2025Q2: 1,974 shares; 2025Q3: 2,333 shares; 2025Q4: 2,990 shares; 2026Q1: 5,554 shares 5,554 $1.9M 0.18% +2,564 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: 6,382 shares; 2024Q4: 6,269 shares; 2025Q1: 6,936 shares; 2025Q2: 7,236 shares; 2025Q3: 7,588 shares; 2025Q4: 8,368 shares; 2026Q1: 9,213 shares 9,213 $1.87M 0.18% +845 Timeline SPMD 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: 5,954 shares; 2025Q3: 9,485 shares; 2025Q4: 19,953 shares; 2026Q1: 31,588 shares 31,588 $1.87M 0.18% +11,635 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,305 shares; 2025Q4: 2,858 shares; 2026Q1: 6,989 shares 6,989 $1.85M 0.18% +4,131 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: 3,919 shares; 2024Q4: 3,796 shares; 2025Q1: 4,277 shares; 2025Q2: 4,461 shares; 2025Q3: 4,759 shares; 2025Q4: 5,062 shares; 2026Q1: 5,543 shares 5,543 $1.82M 0.17% +481 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: 21,541 shares; 2024Q4: 15,111 shares; 2025Q1: 7,996 shares; 2025Q2: 6,766 shares; 2025Q3: 5,808 shares; 2025Q4: 5,950 shares; 2026Q1: 5,278 shares 5,278 $1.8M 0.17% -672 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,873 shares; 2025Q3: 6,110 shares; 2025Q4: 1,775 shares; 2026Q1: 11,766 shares 11,766 $1.8M 0.17% +9,991 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,288 shares; 2024Q4: 14,434 shares; 2025Q1: 16,203 shares; 2025Q2: 11,855 shares; 2025Q3: 17,499 shares; 2025Q4: 25,150 shares; 2026Q1: 11,889 shares 11,889 $1.7M 0.16% -13,261 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: not reported; 2024Q4: not reported; 2025Q1: 6,020 shares; 2025Q2: 7,235 shares; 2025Q3: 16,047 shares; 2025Q4: 18,104 shares; 2026Q1: 14,105 shares 14,105 $1.7M 0.16% -3,999 Timeline MYCG SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 59,793 shares; 2025Q4: 63,603 shares; 2026Q1: 67,706 shares 67,706 $1.69M 0.16% +4,103 Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 59,712 shares; 2025Q4: 63,495 shares; 2026Q1: 67,627 shares 67,627 $1.69M 0.16% +4,132 Timeline MYCI SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 59,877 shares; 2025Q4: 63,659 shares; 2026Q1: 67,823 shares 67,823 $1.69M 0.16% +4,164 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,884 shares; 2025Q3: 18,053 shares; 2025Q4: 41,897 shares; 2026Q1: 81,638 shares 81,638 $1.68M 0.16% +39,741 Timeline MYCJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 59,879 shares; 2025Q4: 63,680 shares; 2026Q1: 67,844 shares 67,844 $1.68M 0.16% +4,164 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,352 shares 3,352 $1.64M 0.16% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,863 shares; 2026Q1: 9,600 shares 9,600 $1.64M 0.16% +7,737 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: not reported; 2025Q1: not reported; 2025Q2: 11,070 shares; 2025Q3: 16,647 shares; 2025Q4: 20,866 shares; 2026Q1: 24,215 shares 24,215 $1.62M 0.15% +3,349 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,967 shares; 2025Q2: 26,967 shares; 2025Q3: 40,288 shares; 2025Q4: 40,288 shares; 2026Q1: 45,607 shares 45,607 $1.62M 0.15% +5,319 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: 4,140 shares; 2024Q4: 15,701 shares; 2025Q1: 46,205 shares; 2025Q2: 63,469 shares; 2025Q3: 63,760 shares; 2025Q4: 36,436 shares; 2026Q1: 35,453 shares 35,453 $1.6M 0.15% -983 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: 16,965 shares; 2024Q4: 13,564 shares; 2025Q1: 14,942 shares; 2025Q2: 15,795 shares; 2025Q3: 17,138 shares; 2025Q4: 18,594 shares; 2026Q1: 20,703 shares 20,703 $1.57M 0.15% +2,109 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,063 shares; 2025Q1: 4,424 shares; 2025Q2: 4,609 shares; 2025Q3: 4,814 shares; 2025Q4: 5,118 shares; 2026Q1: 5,490 shares 5,490 $1.56M 0.15% +372 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: 15,139 shares; 2024Q4: 18,443 shares; 2025Q1: 20,400 shares; 2025Q2: 9,016 shares; 2025Q3: 8,570 shares; 2025Q4: 10,764 shares; 2026Q1: 25,140 shares 25,140 $1.52M 0.15% +14,376 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: 7,091 shares; 2024Q4: 7,615 shares; 2025Q1: 6,915 shares; 2025Q2: 7,237 shares; 2025Q3: 7,606 shares; 2025Q4: 9,557 shares; 2026Q1: 11,112 shares 11,112 $1.47M 0.14% +1,555 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 11,469 shares 11,469 $1.41M 0.13% new 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: 5,432 shares; 2024Q4: 5,299 shares; 2025Q1: 5,841 shares; 2025Q2: 6,139 shares; 2025Q3: 6,527 shares; 2025Q4: 6,983 shares; 2026Q1: 9,021 shares 9,021 $1.4M 0.13% +2,038 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL 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: 9,519 shares; 2025Q3: 21,713 shares; 2025Q4: 22,923 shares; 2026Q1: 30,013 shares 30,013 $1.39M 0.13% +7,090 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,219 shares; 2025Q1: 1,326 shares; 2025Q2: 1,389 shares; 2025Q3: 1,437 shares; 2025Q4: 1,733 shares; 2026Q1: 1,614 shares 1,614 $1.37M 0.13% -119 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: 18,532 shares; 2024Q4: 7,195 shares; 2025Q1: 8,320 shares; 2025Q2: 8,240 shares; 2025Q3: 9,002 shares; 2025Q4: 8,749 shares; 2026Q1: 9,262 shares 9,262 $1.36M 0.13% +513 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: 50,624 shares; 2024Q4: 55,202 shares; 2025Q1: 72,400 shares; 2025Q2: 79,691 shares; 2025Q3: 55,347 shares; 2025Q4: 39,077 shares; 2026Q1: 16,931 shares 16,931 $1.35M 0.13% -22,146 Timeline IBTQ 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: 45,434 shares; 2025Q4: 47,968 shares; 2026Q1: 52,249 shares 52,249 $1.32M 0.13% +4,281 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,181 shares; 2025Q4: 59,375 shares; 2026Q1: 64,688 shares 64,688 $1.32M 0.13% +5,313 Timeline IBTO 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: 46,962 shares; 2025Q4: 49,643 shares; 2026Q1: 54,099 shares 54,099 $1.32M 0.13% +4,456 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,853 shares; 2024Q4: 11,602 shares; 2025Q1: 5,218 shares; 2025Q2: not reported; 2025Q3: 1,516 shares; 2025Q4: not reported; 2026Q1: 4,536 shares 4,536 $1.31M 0.12% new 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: not reported; 2025Q1: 5,025 shares; 2025Q2: 6,788 shares; 2025Q3: 7,535 shares; 2025Q4: 8,449 shares; 2026Q1: 13,545 shares 13,545 $1.31M 0.12% +5,096 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: 6,130 shares; 2026Q1: 3,708 shares 3,708 $1.3M 0.12% -2,422 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,129 shares; 2024Q4: 111,370 shares; 2025Q1: 121,679 shares; 2025Q2: 161,142 shares; 2025Q3: 111,080 shares; 2025Q4: 34,043 shares; 2026Q1: 53,629 shares 53,629 $1.28M 0.12% +19,586 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: 1,024 shares; 2024Q4: 982 shares; 2025Q1: 1,077 shares; 2025Q2: 1,127 shares; 2025Q3: 1,738 shares; 2025Q4: 1,946 shares; 2026Q1: 2,260 shares 2,260 $1.27M 0.12% +314 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,062 shares; 2025Q1: 1,186 shares; 2025Q2: 1,224 shares; 2025Q3: 1,276 shares; 2025Q4: 1,365 shares; 2026Q1: 1,455 shares 1,455 $1.27M 0.12% +90 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 1,844 shares; 2025Q1: 2,034 shares; 2025Q2: 2,117 shares; 2025Q3: 2,222 shares; 2025Q4: 2,370 shares; 2026Q1: 2,542 shares 2,542 $1.26M 0.12% +172 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,983 shares; 2025Q3: 22,925 shares; 2025Q4: 24,190 shares; 2026Q1: 26,603 shares 26,603 $1.24M 0.12% +2,413 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 2,786 shares; 2025Q1: 3,057 shares; 2025Q2: 3,209 shares; 2025Q3: 3,428 shares; 2025Q4: 3,637 shares; 2026Q1: 3,982 shares 3,982 $1.24M 0.12% +345 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: 7,566 shares; 2024Q4: 7,163 shares; 2025Q1: 7,801 shares; 2025Q2: 8,357 shares; 2025Q3: 8,985 shares; 2025Q4: 9,391 shares; 2026Q1: 10,222 shares 10,222 $1.16M 0.11% +831 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: 28,308 shares; 2024Q4: 27,436 shares; 2025Q1: 30,460 shares; 2025Q2: 32,277 shares; 2025Q3: 34,497 shares; 2025Q4: 36,937 shares; 2026Q1: 39,719 shares 39,719 $1.15M 0.11% +2,782 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: 574 shares; 2024Q4: 737 shares; 2025Q1: 1,478 shares; 2025Q2: 1,236 shares; 2025Q3: 778 shares; 2025Q4: 976 shares; 2026Q1: 1,528 shares 1,528 $1.13M 0.11% +552 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: 8,125 shares; 2024Q4: 7,959 shares; 2025Q1: 8,800 shares; 2025Q2: 9,232 shares; 2025Q3: 9,830 shares; 2025Q4: 10,659 shares; 2026Q1: 11,591 shares 11,591 $1.08M 0.1% +932 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: not reported; 2024Q4: not reported; 2025Q1: 12,874 shares; 2025Q2: 16,769 shares; 2025Q3: 12,730 shares; 2025Q4: 21,723 shares; 2026Q1: 28,116 shares 28,116 $1.06M 0.1% +6,393 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: 4,952 shares; 2024Q4: 4,755 shares; 2025Q1: 5,205 shares; 2025Q2: 5,471 shares; 2025Q3: 5,704 shares; 2025Q4: 6,057 shares; 2026Q1: 6,445 shares 6,445 $1.06M 0.1% +388 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: 16,653 shares; 2024Q4: 15,001 shares; 2025Q1: 16,436 shares; 2025Q2: 17,304 shares; 2025Q3: 18,158 shares; 2025Q4: 19,463 shares; 2026Q1: 20,835 shares 20,835 $1.05M 0.1% +1,372 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: 2,046 shares; 2024Q4: 770 shares; 2025Q1: 570 shares; 2025Q2: 595 shares; 2025Q3: 620 shares; 2025Q4: 663 shares; 2026Q1: 709 shares 709 $1.04M 0.1% +46 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: 4,493 shares; 2024Q4: 4,381 shares; 2025Q1: 4,781 shares; 2025Q2: 4,998 shares; 2025Q3: 5,405 shares; 2025Q4: 5,767 shares; 2026Q1: 6,334 shares 6,334 $1.01M 0.1% +567 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,722 shares; 2024Q4: 16,580 shares; 2025Q1: 15,035 shares; 2025Q2: 17,802 shares; 2025Q3: 18,810 shares; 2025Q4: 20,080 shares; 2026Q1: 22,191 shares 22,191 $979K 0.09% +2,111 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,234 shares; 2025Q3: 19,370 shares; 2025Q4: 29,243 shares; 2026Q1: 28,828 shares 28,828 $971K 0.09% -415 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: 3,567 shares; 2024Q4: 3,519 shares; 2025Q1: 3,906 shares; 2025Q2: 4,068 shares; 2025Q3: 4,270 shares; 2025Q4: 4,574 shares; 2026Q1: 4,905 shares 4,905 $952K 0.09% +331 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: 7,286 shares; 2024Q4: 7,035 shares; 2025Q1: 7,724 shares; 2025Q2: 8,114 shares; 2025Q3: 8,619 shares; 2025Q4: 9,205 shares; 2026Q1: 9,873 shares 9,873 $952K 0.09% +668 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: 3,748 shares; 2024Q4: 3,508 shares; 2025Q1: 3,991 shares; 2025Q2: 4,170 shares; 2025Q3: 4,359 shares; 2025Q4: 4,657 shares; 2026Q1: 4,912 shares 4,912 $917K 0.09% +255 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,988 shares; 2024Q4: 7,826 shares; 2025Q1: 8,627 shares; 2025Q2: 9,366 shares; 2025Q3: 9,796 shares; 2025Q4: 11,133 shares; 2026Q1: 12,487 shares 12,487 $898K 0.09% +1,354 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,970 shares; 2025Q3: 8,037 shares; 2025Q4: 8,092 shares; 2026Q1: 15,449 shares 15,449 $890K 0.08% +7,357 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: not reported; 2024Q4: 436 shares; 2025Q1: 696 shares; 2025Q2: 705 shares; 2025Q3: 883 shares; 2025Q4: 1,232 shares; 2026Q1: 1,462 shares 1,462 $883K 0.08% +230 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: 1,398 shares; 2024Q4: 1,375 shares; 2025Q1: 1,528 shares; 2025Q2: 1,601 shares; 2025Q3: 1,673 shares; 2025Q4: 1,773 shares; 2026Q1: 1,901 shares 1,901 $876K 0.08% +128 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 1,918 shares; 2025Q1: 2,119 shares; 2025Q2: 2,217 shares; 2025Q3: 2,324 shares; 2025Q4: 2,473 shares; 2026Q1: 2,635 shares 2,635 $838K 0.08% +162 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: 4,759 shares; 2024Q4: 4,649 shares; 2025Q1: 5,129 shares; 2025Q2: 5,398 shares; 2025Q3: 5,716 shares; 2025Q4: 6,138 shares; 2026Q1: 6,583 shares 6,583 $832K 0.08% +445 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,193 shares; 2024Q4: 15,018 shares; 2025Q1: 18,012 shares; 2025Q2: 12,706 shares; 2025Q3: 8,512 shares; 2025Q4: 3,232 shares; 2026Q1: 2,702 shares 2,702 $817K 0.08% -530 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 2,344 shares; 2025Q1: 2,539 shares; 2025Q2: 2,644 shares; 2025Q3: 2,752 shares; 2025Q4: 3,001 shares; 2026Q1: 3,304 shares 3,304 $802K 0.08% +303 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: 10,256 shares 10,256 $799K 0.08% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,277 shares 10,277 $793K 0.08% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 2,201 shares; 2025Q1: 2,403 shares; 2025Q2: 2,509 shares; 2025Q3: 2,634 shares; 2025Q4: 2,934 shares; 2026Q1: 3,250 shares 3,250 $768K 0.07% +316 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 20,150 shares 20,150 $762K 0.07% +10,150 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: not reported; 2024Q4: not reported; 2025Q1: 2,181 shares; 2025Q2: 3,068 shares; 2025Q3: 4,958 shares; 2025Q4: 5,203 shares; 2026Q1: 3,088 shares 3,088 $755K 0.07% -2,115 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: 1,586 shares; 2024Q4: 1,539 shares; 2025Q1: 1,683 shares; 2025Q2: 1,754 shares; 2025Q3: 1,837 shares; 2025Q4: 1,958 shares; 2026Q1: 2,095 shares 2,095 $749K 0.07% +137 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,258 shares; 2024Q4: 2,414 shares; 2025Q1: 2,651 shares; 2025Q2: 2,933 shares; 2025Q3: 3,145 shares; 2025Q4: 3,459 shares; 2026Q1: 3,709 shares 3,709 $733K 0.07% +250 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 128 shares; 2025Q1: 140 shares; 2025Q2: 145 shares; 2025Q3: 152 shares; 2025Q4: 162 shares; 2026Q1: 174 shares 174 $733K 0.07% +12 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 532 shares; 2025Q1: not reported; 2025Q2: 637 shares; 2025Q3: 665 shares; 2025Q4: 713 shares; 2026Q1: 756 shares 756 $727K 0.07% +43 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 22,883 shares; 2025Q3: 22,882 shares; 2025Q4: 22,882 shares; 2026Q1: 45,764 shares 45,764 $724K 0.07% +22,882 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: 7,785 shares; 2024Q4: 14,026 shares; 2025Q1: 16,720 shares; 2025Q2: 827 shares; 2025Q3: 1,507 shares; 2025Q4: 2,287 shares; 2026Q1: 2,301 shares 2,301 $723K 0.07% +14 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: 45,775 shares; 2024Q4: 33,115 shares; 2025Q1: not reported; 2025Q2: 5,239 shares; 2025Q3: 6,477 shares; 2025Q4: 8,679 shares; 2026Q1: 11,404 shares 11,404 $712K 0.07% +2,725 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,231 shares; 2025Q1: 1,352 shares; 2025Q2: 1,375 shares; 2025Q3: 1,494 shares; 2025Q4: 1,556 shares; 2026Q1: 1,672 shares 1,672 $711K 0.07% +116 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: 1,323 shares; 2024Q4: 1,245 shares; 2025Q1: 2,441 shares; 2025Q2: 3,298 shares; 2025Q3: 3,697 shares; 2025Q4: 4,388 shares; 2026Q1: 3,810 shares 3,810 $711K 0.07% -578 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,104 shares; 2024Q4: 3,770 shares; 2025Q1: 3,362 shares; 2025Q2: 5,364 shares; 2025Q3: 5,901 shares; 2025Q4: 5,754 shares; 2026Q1: 4,672 shares 4,672 $702K 0.07% -1,082 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: 2,492 shares; 2024Q4: 2,427 shares; 2025Q1: 2,663 shares; 2025Q2: 2,808 shares; 2025Q3: 3,046 shares; 2025Q4: 3,240 shares; 2026Q1: 3,532 shares 3,532 $700K 0.07% +292 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: 3,661 shares; 2024Q4: 3,582 shares; 2025Q1: 3,937 shares; 2025Q2: 4,147 shares; 2025Q3: 4,495 shares; 2025Q4: 4,806 shares; 2026Q1: 5,293 shares 5,293 $700K 0.07% +487 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,450 shares; 2026Q1: 53,189 shares 53,189 $698K 0.07% +39,739 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 2,514 shares; 2025Q1: 2,779 shares; 2025Q2: 2,924 shares; 2025Q3: 3,109 shares; 2025Q4: 3,346 shares; 2026Q1: 4,336 shares 4,336 $695K 0.07% +990 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: 3,862 shares; 2025Q1: not reported; 2025Q2: 4,418 shares; 2025Q3: 4,627 shares; 2025Q4: 5,265 shares; 2026Q1: 5,637 shares 5,637 $692K 0.07% +372 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,596 shares; 2025Q4: 26,502 shares; 2026Q1: 31,304 shares 31,304 $684K 0.07% +4,802 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: 99,366 shares; 2024Q4: 94,093 shares; 2025Q1: 87,654 shares; 2025Q2: 80,388 shares; 2025Q3: 66,558 shares; 2025Q4: 56,664 shares; 2026Q1: 7,508 shares 7,508 $683K 0.06% -49,156 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: 8,775 shares; 2024Q4: 10,590 shares; 2025Q1: 26,948 shares; 2025Q2: 23,461 shares; 2025Q3: 17,874 shares; 2025Q4: 18,250 shares; 2026Q1: 26,629 shares 26,629 $683K 0.06% +8,379 Timeline MYCK SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 19,261 shares; 2025Q4: 22,876 shares; 2026Q1: 26,717 shares 26,717 $665K 0.06% +3,841 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: not reported; 2025Q1: 5,710 shares; 2025Q2: 9,998 shares; 2025Q3: 9,781 shares; 2025Q4: 10,004 shares; 2026Q1: 7,771 shares 7,771 $659K 0.06% -2,233 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: 1,607 shares; 2024Q4: 1,451 shares; 2025Q1: 1,595 shares; 2025Q2: 1,669 shares; 2025Q3: 1,772 shares; 2025Q4: 1,871 shares; 2026Q1: 2,013 shares 2,013 $656K 0.06% +142 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: 1,081 shares; 2024Q4: 1,057 shares; 2025Q1: 1,170 shares; 2025Q2: 1,223 shares; 2025Q3: 1,287 shares; 2025Q4: 1,380 shares; 2026Q1: 1,497 shares 1,497 $647K 0.06% +117 Timeline IBTP 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: 24,731 shares; 2025Q4: 24,817 shares; 2026Q1: 24,972 shares 24,972 $640K 0.06% +155 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: 2,201 shares 2,201 $639K 0.06% new 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: 27,600 shares; 2025Q4: 27,691 shares; 2026Q1: 27,862 shares 27,862 $639K 0.06% +171 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,562 shares; 2024Q4: not reported; 2025Q1: 4,813 shares; 2025Q2: 4,987 shares; 2025Q3: 5,156 shares; 2025Q4: 5,495 shares; 2026Q1: 5,894 shares 5,894 $638K 0.06% +399 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 497 shares; 2025Q1: 545 shares; 2025Q2: 575 shares; 2025Q3: 608 shares; 2025Q4: 637 shares; 2026Q1: 701 shares 701 $628K 0.06% +64 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,271 shares; 2025Q1: 2,494 shares; 2025Q2: 2,631 shares; 2025Q3: 2,763 shares; 2025Q4: 2,955 shares; 2026Q1: 3,161 shares 3,161 $627K 0.06% +206 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: 4,925 shares; 2024Q4: 4,761 shares; 2025Q1: 5,188 shares; 2025Q2: 5,454 shares; 2025Q3: 6,720 shares; 2025Q4: 6,128 shares; 2026Q1: 8,576 shares 8,576 $624K 0.06% +2,448 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: 1,422 shares; 2024Q4: 1,383 shares; 2025Q1: 1,543 shares; 2025Q2: 1,613 shares; 2025Q3: 1,772 shares; 2025Q4: 1,860 shares; 2026Q1: 2,108 shares 2,108 $623K 0.06% +248 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,334 shares; 2025Q1: 1,471 shares; 2025Q2: 1,557 shares; 2025Q3: 1,650 shares; 2025Q4: 1,756 shares; 2026Q1: 1,887 shares 1,887 $620K 0.06% +131 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: 1,502 shares; 2024Q4: 1,423 shares; 2025Q1: 1,565 shares; 2025Q2: 33,061 shares; 2025Q3: 2,972 shares; 2025Q4: 3,183 shares; 2026Q1: 3,377 shares 3,377 $616K 0.06% +194 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,160 shares; 2025Q2: 9,962 shares; 2025Q3: 10,239 shares; 2025Q4: 9,801 shares; 2026Q1: 9,287 shares 9,287 $616K 0.06% -514 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: 5,280 shares; 2024Q4: 4,969 shares; 2025Q1: 5,470 shares; 2025Q2: 5,775 shares; 2025Q3: 6,080 shares; 2025Q4: 6,519 shares; 2026Q1: 7,103 shares 7,103 $615K 0.06% +584 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 1,851 shares; 2025Q1: 2,037 shares; 2025Q2: 2,082 shares; 2025Q3: 2,299 shares; 2025Q4: 2,581 shares; 2026Q1: 2,927 shares 2,927 $615K 0.06% +346 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 2,979 shares; 2025Q1: 3,304 shares; 2025Q2: 3,477 shares; 2025Q3: 3,884 shares; 2025Q4: 4,146 shares; 2026Q1: 4,673 shares 4,673 $612K 0.06% +527 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,555 shares; 2024Q4: 23,525 shares; 2025Q1: 34,805 shares; 2025Q2: 31,633 shares; 2025Q3: 16,808 shares; 2025Q4: 1,529 shares; 2026Q1: 2,481 shares 2,481 $606K 0.06% +952 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 936 shares 936 $600K 0.06% 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: 809 shares; 2024Q4: 798 shares; 2025Q1: 888 shares; 2025Q2: 928 shares; 2025Q3: 977 shares; 2025Q4: 5,235 shares; 2026Q1: 5,600 shares 5,600 $585K 0.06% +365 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: 15,624 shares; 2024Q4: 14,833 shares; 2025Q1: 16,199 shares; 2025Q2: 16,589 shares; 2025Q3: 17,780 shares; 2025Q4: 18,857 shares; 2026Q1: 20,234 shares 20,234 $581K 0.06% +1,377 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 4,300 shares; 2025Q1: 4,744 shares; 2025Q2: 4,985 shares; 2025Q3: 5,395 shares; 2025Q4: 5,883 shares; 2026Q1: 6,472 shares 6,472 $580K 0.06% +589 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,292 shares 22,292 $579K 0.06% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,727 shares 8,727 $576K 0.05% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,324 shares; 2024Q4: 4,204 shares; 2025Q1: 4,620 shares; 2025Q2: 4,905 shares; 2025Q3: 5,142 shares; 2025Q4: 5,515 shares; 2026Q1: 5,915 shares 5,915 $571K 0.05% +400 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 494 shares; 2025Q1: 527 shares; 2025Q2: 552 shares; 2025Q3: 580 shares; 2025Q4: 617 shares; 2026Q1: 655 shares 655 $567K 0.05% +38 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,161 shares; 2025Q3: 23,505 shares; 2025Q4: 23,706 shares; 2026Q1: 24,390 shares 24,390 $566K 0.05% +684 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 1,715 shares; 2025Q1: 1,971 shares; 2025Q2: 2,355 shares; 2025Q3: 2,495 shares; 2025Q4: 2,583 shares; 2026Q1: 2,327 shares 2,327 $566K 0.05% -256 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: 3,425 shares; 2024Q4: 6,876 shares; 2025Q1: 5,732 shares; 2025Q2: 6,227 shares; 2025Q3: 15,060 shares; 2025Q4: 7,922 shares; 2026Q1: 5,828 shares 5,828 $562K 0.05% -2,094 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 869 shares; 2025Q1: 955 shares; 2025Q2: 999 shares; 2025Q3: 1,122 shares; 2025Q4: 1,119 shares; 2026Q1: 1,338 shares 1,338 $558K 0.05% +219 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: 4,493 shares; 2025Q1: 13,305 shares; 2025Q2: 15,642 shares; 2025Q3: 14,243 shares; 2025Q4: 14,763 shares; 2026Q1: 14,958 shares 14,958 $557K 0.05% +195 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 373 shares; 2025Q1: 411 shares; 2025Q2: 438 shares; 2025Q3: 472 shares; 2025Q4: 507 shares; 2026Q1: 555 shares 555 $544K 0.05% +48 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,097 shares; 2024Q4: 18,346 shares; 2025Q1: 21,280 shares; 2025Q2: 10,178 shares; 2025Q3: 10,628 shares; 2025Q4: 1,262 shares; 2026Q1: 1,354 shares 1,354 $539K 0.05% +92 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: 1,898 shares; 2024Q4: 4,467 shares; 2025Q1: 2,680 shares; 2025Q2: 3,209 shares; 2025Q3: 3,630 shares; 2025Q4: 3,913 shares; 2026Q1: 3,161 shares 3,161 $523K 0.05% -752 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: not reported; 2025Q1: not reported; 2025Q2: 3,395 shares; 2025Q3: 5,856 shares; 2025Q4: 6,100 shares; 2026Q1: 7,496 shares 7,496 $519K 0.05% +1,396 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: 887 shares; 2024Q4: 889 shares; 2025Q1: 948 shares; 2025Q2: 1,074 shares; 2025Q3: 1,133 shares; 2025Q4: 1,225 shares; 2026Q1: 1,321 shares 1,321 $516K 0.05% +96 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 658 shares; 2025Q3: 753 shares; 2025Q4: 745 shares; 2026Q1: 938 shares 938 $515K 0.05% +193 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,685 shares; 2025Q3: 1,750 shares; 2025Q4: 1,895 shares; 2026Q1: 2,032 shares 2,032 $509K 0.05% +137 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,549 shares; 2025Q3: 7,003 shares; 2025Q4: 7,217 shares; 2026Q1: 7,071 shares 7,071 $504K 0.05% -146 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,817 shares; 2024Q4: 5,705 shares; 2025Q1: 6,282 shares; 2025Q2: 6,626 shares; 2025Q3: 6,897 shares; 2025Q4: 7,457 shares; 2026Q1: 8,001 shares 8,001 $502K 0.05% +544 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 1,553 shares; 2025Q1: 1,708 shares; 2025Q2: 1,802 shares; 2025Q3: 1,897 shares; 2025Q4: 2,027 shares; 2026Q1: 2,168 shares 2,168 $498K 0.05% +141 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: 6,174 shares; 2024Q4: 5,953 shares; 2025Q1: 6,557 shares; 2025Q2: 6,908 shares; 2025Q3: 7,719 shares; 2025Q4: 8,265 shares; 2026Q1: 9,520 shares 9,520 $495K 0.05% +1,255 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,712 shares; 2026Q1: 1,829 shares 1,829 $495K 0.05% +117 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,709 shares; 2025Q2: 1,793 shares; 2025Q3: 1,879 shares; 2025Q4: 2,011 shares; 2026Q1: 2,146 shares 2,146 $495K 0.05% +135 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,167 shares; 2024Q4: 23,681 shares; 2025Q1: 35,763 shares; 2025Q2: 21,384 shares; 2025Q3: 10,763 shares; 2025Q4: 2,819 shares; 2026Q1: 2,663 shares 2,663 $486K 0.05% -156 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: 2,251 shares; 2024Q4: 2,210 shares; 2025Q1: 2,429 shares; 2025Q2: 2,575 shares; 2025Q3: 2,680 shares; 2025Q4: 2,867 shares; 2026Q1: 3,064 shares 3,064 $482K 0.05% +197 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: 2,218 shares; 2024Q4: 3,799 shares; 2025Q1: 4,649 shares; 2025Q2: 5,800 shares; 2025Q3: 4,072 shares; 2025Q4: 1,245 shares; 2026Q1: 1,444 shares 1,444 $482K 0.05% +199 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: not reported; 2025Q1: 2,260 shares; 2025Q2: 2,377 shares; 2025Q3: 2,892 shares; 2025Q4: 3,074 shares; 2026Q1: 3,661 shares 3,661 $480K 0.05% +587 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 2,211 shares; 2025Q1: 2,417 shares; 2025Q2: 2,521 shares; 2025Q3: 2,936 shares; 2025Q4: 3,130 shares; 2026Q1: 3,632 shares 3,632 $476K 0.05% +502 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 747 shares 747 $475K 0.05% new 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: 1,252 shares; 2024Q4: 1,220 shares; 2025Q1: 1,347 shares; 2025Q2: 1,412 shares; 2025Q3: 1,467 shares; 2025Q4: 1,572 shares; 2026Q1: 1,685 shares 1,685 $471K 0.04% +113 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,095 shares; 2025Q3: 3,150 shares; 2025Q4: 3,319 shares; 2026Q1: 5,554 shares 5,554 $461K 0.04% +2,235 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 994 shares; 2025Q4: 1,075 shares; 2026Q1: 1,175 shares 1,175 $460K 0.04% +100 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1,901 shares; 2025Q1: 2,079 shares; 2025Q2: 2,207 shares; 2025Q3: 2,308 shares; 2025Q4: 2,465 shares; 2026Q1: 2,647 shares 2,647 $459K 0.04% +182 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: 2,811 shares; 2024Q4: 2,771 shares; 2025Q1: 2,997 shares; 2025Q2: 3,238 shares; 2025Q3: 3,394 shares; 2025Q4: 3,676 shares; 2026Q1: 3,949 shares 3,949 $454K 0.04% +273 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 5,555 shares; 2025Q1: 6,098 shares; 2025Q2: 6,408 shares; 2025Q3: 6,716 shares; 2025Q4: 7,194 shares; 2026Q1: 7,717 shares 7,717 $454K 0.04% +523 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: 3,376 shares; 2024Q4: 3,345 shares; 2025Q1: 3,713 shares; 2025Q2: 3,868 shares; 2025Q3: 4,042 shares; 2025Q4: 4,335 shares; 2026Q1: 4,573 shares 4,573 $453K 0.04% +238 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 1,574 shares; 2025Q1: 1,733 shares; 2025Q2: 1,818 shares; 2025Q3: 1,914 shares; 2025Q4: 2,046 shares; 2026Q1: 2,184 shares 2,184 $444K 0.04% +138 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,053 shares; 2024Q4: 2,898 shares; 2025Q1: 3,099 shares; 2025Q2: 3,224 shares; 2025Q3: 3,381 shares; 2025Q4: 3,573 shares; 2026Q1: 3,696 shares 3,696 $438K 0.04% +123 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: 1,575 shares; 2024Q4: 1,530 shares; 2025Q1: 1,679 shares; 2025Q2: 1,764 shares; 2025Q3: 1,848 shares; 2025Q4: 1,971 shares; 2026Q1: 2,105 shares 2,105 $438K 0.04% +134 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,806 shares; 2025Q1: 1,986 shares; 2025Q2: 2,095 shares; 2025Q3: 2,196 shares; 2025Q4: 2,353 shares; 2026Q1: 2,523 shares 2,523 $435K 0.04% +170 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: 2,684 shares; 2024Q4: 2,580 shares; 2025Q1: 2,802 shares; 2025Q2: 2,953 shares; 2025Q3: 3,085 shares; 2025Q4: 3,289 shares; 2026Q1: 3,301 shares 3,301 $432K 0.04% +12 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: 2,649 shares; 2024Q4: 2,668 shares; 2025Q1: not reported; 2025Q2: 2,095 shares; 2025Q3: 2,158 shares; 2025Q4: 2,722 shares; 2026Q1: 4,350 shares 4,350 $428K 0.04% +1,628 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: 894 shares; 2024Q4: 870 shares; 2025Q1: 939 shares; 2025Q2: 985 shares; 2025Q3: 1,015 shares; 2025Q4: 1,088 shares; 2026Q1: 1,202 shares 1,202 $428K 0.04% +114 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 223 shares; 2025Q1: 243 shares; 2025Q2: 3,824 shares; 2025Q3: 3,994 shares; 2025Q4: 4,244 shares; 2026Q1: 4,528 shares 4,528 $418K 0.04% +284 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: 2,191 shares; 2024Q4: 2,114 shares; 2025Q1: 2,316 shares; 2025Q2: 2,413 shares; 2025Q3: 2,503 shares; 2025Q4: 2,676 shares; 2026Q1: 2,870 shares 2,870 $417K 0.04% +194 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,628 shares 5,628 $414K 0.04% new 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: 11,385 shares; 2025Q3: 41,101 shares; 2025Q4: 8,728 shares; 2026Q1: 11,114 shares 11,114 $412K 0.04% +2,386 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: 7,753 shares; 2024Q4: 7,463 shares; 2025Q1: 8,226 shares; 2025Q2: 8,406 shares; 2025Q3: 8,754 shares; 2025Q4: 9,366 shares; 2026Q1: 10,037 shares 10,037 $412K 0.04% +671 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 593 shares; 2025Q1: 662 shares; 2025Q2: 691 shares; 2025Q3: 864 shares; 2025Q4: 932 shares; 2026Q1: 1,030 shares 1,030 $408K 0.04% +98 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,509 shares; 2024Q4: 2,454 shares; 2025Q1: not reported; 2025Q2: 2,963 shares; 2025Q3: 3,402 shares; 2025Q4: 3,623 shares; 2026Q1: 4,198 shares 4,198 $408K 0.04% +575 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 1,055 shares; 2025Q1: 1,157 shares; 2025Q2: 1,226 shares; 2025Q3: 1,277 shares; 2025Q4: 1,368 shares; 2026Q1: 1,467 shares 1,467 $408K 0.04% +99 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: 1,381 shares; 2026Q1: 2,582 shares 2,582 $408K 0.04% +1,201 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,174 shares; 2024Q4: 5,297 shares; 2025Q1: 3,467 shares; 2025Q2: 3,706 shares; 2025Q3: 3,595 shares; 2025Q4: 1,529 shares; 2026Q1: 1,640 shares 1,640 $405K 0.04% +111 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,324 shares; 2024Q4: 5,171 shares; 2025Q1: 5,697 shares; 2025Q2: 5,794 shares; 2025Q3: 6,069 shares; 2025Q4: 6,487 shares; 2026Q1: 6,958 shares 6,958 $401K 0.04% +471 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,601 shares; 2025Q1: 1,837 shares; 2025Q2: 1,999 shares; 2025Q3: 1,406 shares; 2025Q4: 692 shares; 2026Q1: 744 shares 744 $400K 0.04% +52 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: 929 shares; 2024Q4: 899 shares; 2025Q1: 992 shares; 2025Q2: 1,036 shares; 2025Q3: 1,081 shares; 2025Q4: 1,161 shares; 2026Q1: 1,245 shares 1,245 $399K 0.04% +84 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,310 shares; 2025Q1: 1,465 shares; 2025Q2: 1,541 shares; 2025Q3: 1,859 shares; 2025Q4: 1,970 shares; 2026Q1: 2,346 shares 2,346 $397K 0.04% +376 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: 2,916 shares; 2024Q4: 2,875 shares; 2025Q1: 3,164 shares; 2025Q2: 3,336 shares; 2025Q3: 3,499 shares; 2025Q4: 3,760 shares; 2026Q1: 4,032 shares 4,032 $397K 0.04% +272 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: 1,697 shares; 2024Q4: not reported; 2025Q1: 1,753 shares; 2025Q2: 1,821 shares; 2025Q3: 1,893 shares; 2025Q4: 2,027 shares; 2026Q1: 2,174 shares 2,174 $396K 0.04% +147 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,089 shares; 2025Q1: 1,203 shares; 2025Q2: 1,251 shares; 2025Q3: 1,316 shares; 2025Q4: 1,397 shares; 2026Q1: 1,499 shares 1,499 $390K 0.04% +102 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 653 shares; 2025Q1: 711 shares; 2025Q2: 750 shares; 2025Q3: 792 shares; 2025Q4: 848 shares; 2026Q1: 897 shares 897 $389K 0.04% +49 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,598 shares 9,598 $388K 0.04% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,968 shares; 2025Q2: 4,968 shares; 2025Q3: 4,968 shares; 2025Q4: 4,968 shares; 2026Q1: 9,936 shares 9,936 $382K 0.04% +4,968 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,718 shares; 2024Q4: 2,645 shares; 2025Q1: 2,939 shares; 2025Q2: 3,028 shares; 2025Q3: 3,162 shares; 2025Q4: 3,378 shares; 2026Q1: 3,610 shares 3,610 $379K 0.04% +232 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 864 shares; 2025Q1: 958 shares; 2025Q2: 996 shares; 2025Q3: 1,038 shares; 2025Q4: 1,099 shares; 2026Q1: 1,153 shares 1,153 $377K 0.04% +54 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: 980 shares; 2024Q4: 928 shares; 2025Q1: 1,019 shares; 2025Q2: 1,046 shares; 2025Q3: 1,084 shares; 2025Q4: 1,149 shares; 2026Q1: 1,232 shares 1,232 $375K 0.04% +83 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,504 shares; 2025Q4: 1,604 shares; 2026Q1: 1,711 shares 1,711 $371K 0.04% +107 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: 3,291 shares; 2024Q4: 3,184 shares; 2025Q1: 3,504 shares; 2025Q2: 3,641 shares; 2025Q3: 3,800 shares; 2025Q4: 4,063 shares; 2026Q1: 4,342 shares 4,342 $370K 0.04% +279 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 971 shares; 2025Q1: 1,079 shares; 2025Q2: 1,140 shares; 2025Q3: 1,194 shares; 2025Q4: 1,281 shares; 2026Q1: 1,372 shares 1,372 $365K 0.03% +91 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,441 shares; 2025Q4: 2,665 shares; 2026Q1: 3,248 shares 3,248 $365K 0.03% +583 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: 4,557 shares; 2024Q4: 4,206 shares; 2025Q1: 4,265 shares; 2025Q2: 4,334 shares; 2025Q3: 4,470 shares; 2025Q4: 4,696 shares; 2026Q1: 4,881 shares 4,881 $364K 0.03% +185 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 779 shares; 2024Q4: 810 shares; 2025Q1: 891 shares; 2025Q2: 936 shares; 2025Q3: 980 shares; 2025Q4: 1,051 shares; 2026Q1: 1,124 shares 1,124 $363K 0.03% +73 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 494 shares; 2025Q1: 542 shares; 2025Q2: 582 shares; 2025Q3: 628 shares; 2025Q4: 674 shares; 2026Q1: 740 shares 740 $359K 0.03% +66 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 593 shares; 2025Q1: 648 shares; 2025Q2: 681 shares; 2025Q3: 710 shares; 2025Q4: 759 shares; 2026Q1: 815 shares 815 $356K 0.03% +56 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: 911 shares; 2025Q1: 1,001 shares; 2025Q2: 1,070 shares; 2025Q3: 1,122 shares; 2025Q4: 1,208 shares; 2026Q1: 1,281 shares 1,281 $353K 0.03% +73 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,331 shares 13,331 $351K 0.03% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,515 shares; 2025Q1: 8,288 shares; 2025Q2: 8,689 shares; 2025Q3: 9,285 shares; 2025Q4: 9,764 shares; 2026Q1: 10,456 shares 10,456 $351K 0.03% +692 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 211 shares; 2025Q1: 231 shares; 2025Q2: 248 shares; 2025Q3: 261 shares; 2025Q4: 280 shares; 2026Q1: 301 shares 301 $349K 0.03% +21 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: 873 shares; 2025Q1: 962 shares; 2025Q2: 1,005 shares; 2025Q3: 1,057 shares; 2025Q4: 1,131 shares; 2026Q1: 1,213 shares 1,213 $348K 0.03% +82 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,090 shares; 2025Q3: 11,026 shares; 2025Q4: 11,798 shares; 2026Q1: 12,656 shares 12,656 $348K 0.03% +858 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,830 shares; 2025Q4: not reported; 2026Q1: 2,527 shares 2,527 $342K 0.03% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 859 shares; 2025Q1: 944 shares; 2025Q2: 976 shares; 2025Q3: 1,023 shares; 2025Q4: 1,097 shares; 2026Q1: 1,176 shares 1,176 $342K 0.03% +79 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,434 shares; 2026Q1: 3,687 shares 3,687 $341K 0.03% +253 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: 905 shares; 2024Q4: 867 shares; 2025Q1: 953 shares; 2025Q2: 1,003 shares; 2025Q3: 1,044 shares; 2025Q4: 1,110 shares; 2026Q1: 1,169 shares 1,169 $341K 0.03% +59 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,268 shares; 2025Q1: 1,407 shares; 2025Q2: 1,510 shares; 2025Q3: 1,581 shares; 2025Q4: 1,728 shares; 2026Q1: 1,855 shares 1,855 $334K 0.03% +127 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,611 shares; 2024Q4: 6,532 shares; 2025Q1: 12,067 shares; 2025Q2: 6,533 shares; 2025Q3: 12,389 shares; 2025Q4: 5,918 shares; 2026Q1: 6,326 shares 6,326 $334K 0.03% +408 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,329 shares; 2025Q3: 1,386 shares; 2025Q4: 1,488 shares; 2026Q1: 1,585 shares 1,585 $331K 0.03% +97 Timeline CMPR CIMPRESS PLC More: the full row for CIMPRESS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,522 shares 4,522 $330K 0.03% new 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: not reported; 2025Q2: 1,331 shares; 2025Q3: 1,364 shares; 2025Q4: 1,474 shares; 2026Q1: 1,595 shares 1,595 $329K 0.03% +121 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,618 shares; 2025Q4: 4,969 shares; 2026Q1: 5,329 shares 5,329 $325K 0.03% +360 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 2,026 shares; 2025Q1: 2,354 shares; 2025Q2: 2,345 shares; 2025Q3: 2,467 shares; 2025Q4: 2,643 shares; 2026Q1: 2,806 shares 2,806 $324K 0.03% +163 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: 5,282 shares; 2024Q4: 5,140 shares; 2025Q1: 5,623 shares; 2025Q2: 5,797 shares; 2025Q3: 6,116 shares; 2025Q4: 6,462 shares; 2026Q1: 6,850 shares 6,850 $315K 0.03% +388 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,542 shares; 2025Q1: 12,542 shares; 2025Q2: 13,407 shares; 2025Q3: 12,542 shares; 2025Q4: 12,542 shares; 2026Q1: 12,579 shares 12,579 $313K 0.03% +37 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,678 shares 6,678 $310K 0.03% new Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,395 shares 14,395 $308K 0.03% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,050 shares; 2025Q3: 3,195 shares; 2025Q4: 3,427 shares; 2026Q1: 3,675 shares 3,675 $308K 0.03% +248 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: 2,310 shares; 2024Q4: 2,261 shares; 2025Q1: 2,476 shares; 2025Q2: 2,798 shares; 2025Q3: 2,956 shares; 2025Q4: 3,166 shares; 2026Q1: 3,396 shares 3,396 $307K 0.03% +230 Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,335 shares 4,335 $304K 0.03% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,417 shares; 2024Q4: not reported; 2025Q1: 3,714 shares; 2025Q2: 3,980 shares; 2025Q3: 4,226 shares; 2025Q4: 4,587 shares; 2026Q1: 4,968 shares 4,968 $304K 0.03% +381 Timeline AAEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,516 shares 6,516 $303K 0.03% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 66 shares; 2025Q1: 72 shares; 2025Q2: 75 shares; 2025Q3: 78 shares; 2025Q4: 84 shares; 2026Q1: 89 shares 89 $301K 0.03% +5 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 888 shares 888 $300K 0.03% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 8,427 shares; 2025Q1: 11,249 shares; 2025Q2: 10,376 shares; 2025Q3: 12,089 shares; 2025Q4: 1,348 shares; 2026Q1: 1,521 shares 1,521 $299K 0.03% +173 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: 7,089 shares; 2024Q4: 1,465 shares; 2025Q1: 914 shares; 2025Q2: 961 shares; 2025Q3: 1,043 shares; 2025Q4: 1,108 shares; 2026Q1: 1,250 shares 1,250 $299K 0.03% +142 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 841 shares; 2025Q1: 1,075 shares; 2025Q2: 1,136 shares; 2025Q3: 1,195 shares; 2025Q4: 1,283 shares; 2026Q1: 1,379 shares 1,379 $299K 0.03% +96 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: 1,837 shares; 2024Q4: 1,796 shares; 2025Q1: 1,952 shares; 2025Q2: 2,034 shares; 2025Q3: not reported; 2025Q4: 2,285 shares; 2026Q1: 2,442 shares 2,442 $296K 0.03% +157 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 751 shares 751 $292K 0.03% 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: not reported; 2025Q1: 1,115 shares; 2025Q2: 1,168 shares; 2025Q3: 1,223 shares; 2025Q4: 1,305 shares; 2026Q1: 1,391 shares 1,391 $288K 0.03% +86 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,272 shares; 2025Q1: 1,435 shares; 2025Q2: 1,698 shares; 2025Q3: 1,627 shares; 2025Q4: 1,765 shares; 2026Q1: 1,915 shares 1,915 $288K 0.03% +150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,141 shares; 2025Q3: 5,389 shares; 2025Q4: 5,777 shares; 2026Q1: 6,193 shares 6,193 $287K 0.03% +416 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,142 shares 1,142 $286K 0.03% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,575 shares; 2025Q2: 3,820 shares; 2025Q3: 4,006 shares; 2025Q4: 4,296 shares; 2026Q1: 4,611 shares 4,611 $285K 0.03% +315 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,619 shares; 2025Q1: 1,773 shares; 2025Q2: 1,832 shares; 2025Q3: 2,045 shares; 2025Q4: 2,144 shares; 2026Q1: 2,384 shares 2,384 $282K 0.03% +240 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: 11,329 shares; 2026Q1: 17,694 shares 17,694 $281K 0.03% +6,365 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,614 shares; 2025Q3: 2,923 shares; 2025Q4: 3,121 shares; 2026Q1: 3,508 shares 3,508 $281K 0.03% +387 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 980 shares 980 $277K 0.03% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: 4,533 shares; 2025Q1: 9,677 shares; 2025Q2: 6,736 shares; 2025Q3: 7,083 shares; 2025Q4: 1,259 shares; 2026Q1: 1,350 shares 1,350 $275K 0.03% +91 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,263 shares; 2025Q4: 3,516 shares; 2026Q1: 3,773 shares 3,773 $273K 0.03% +257 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR 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: 230 shares; 2026Q1: 249 shares 249 $272K 0.03% +19 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,280 shares; 2024Q4: 2,447 shares; 2025Q1: 2,710 shares; 2025Q2: 2,847 shares; 2025Q3: 2,992 shares; 2025Q4: 3,213 shares; 2026Q1: 3,320 shares 3,320 $271K 0.03% +107 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,744 shares; 2025Q4: 5,086 shares; 2026Q1: 5,455 shares 5,455 $267K 0.03% +369 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,081 shares; 2025Q4: 1,160 shares; 2026Q1: 1,240 shares 1,240 $266K 0.03% +80 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203 shares; 2025Q3: 212 shares; 2025Q4: 226 shares; 2026Q1: 241 shares 241 $263K 0.03% +15 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 374 shares 374 $263K 0.02% new Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,250 shares; 2025Q1: 56,656 shares; 2025Q2: 61,472 shares; 2025Q3: 67,871 shares; 2025Q4: 86,302 shares; 2026Q1: 13,832 shares 13,832 $260K 0.02% -72,470 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION 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: 14,326 shares 14,326 $260K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: 1,315 shares; 2025Q3: 1,379 shares; 2025Q4: 1,582 shares; 2026Q1: 1,725 shares 1,725 $260K 0.02% +143 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,600 shares; 2025Q4: 2,770 shares; 2026Q1: 3,211 shares 3,211 $260K 0.02% +441 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,237 shares 2,237 $259K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,708 shares; 2025Q4: 2,976 shares; 2026Q1: 3,192 shares 3,192 $254K 0.02% +216 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,876 shares 3,876 $252K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 844 shares 844 $250K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 611 shares; 2025Q4: 671 shares; 2026Q1: 748 shares 748 $247K 0.02% +77 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 301 shares; 2025Q4: 319 shares; 2026Q1: 339 shares 339 $247K 0.02% +20 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: 1,614 shares; 2024Q4: 1,523 shares; 2025Q1: 1,654 shares; 2025Q2: 1,783 shares; 2025Q3: 1,862 shares; 2025Q4: 2,026 shares; 2026Q1: 2,213 shares 2,213 $247K 0.02% +187 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 918 shares; 2025Q4: 986 shares; 2026Q1: 1,054 shares 1,054 $246K 0.02% +68 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,449 shares; 2024Q4: 15,144 shares; 2025Q1: 16,625 shares; 2025Q2: 17,490 shares; 2025Q3: 18,317 shares; 2025Q4: 19,671 shares; 2026Q1: 21,095 shares 21,095 $243K 0.02% +1,424 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,344 shares; 2024Q4: 3,267 shares; 2025Q1: 3,590 shares; 2025Q2: 3,606 shares; 2025Q3: 3,758 shares; 2025Q4: 3,979 shares; 2026Q1: 4,267 shares 4,267 $240K 0.02% +288 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 374 shares; 2025Q4: 399 shares; 2026Q1: 427 shares 427 $240K 0.02% +28 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 865 shares; 2025Q2: 908 shares; 2025Q3: 950 shares; 2025Q4: 1,019 shares; 2026Q1: 1,078 shares 1,078 $236K 0.02% +59 Timeline GLDD GREAT LAKES DREDGE & DOCK CO More: the full row for GREAT LAKES DREDGE & DOCK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,841 shares 13,841 $235K 0.02% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,275 shares; 2025Q4: 2,551 shares; 2026Q1: 2,752 shares 2,752 $234K 0.02% +201 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,396 shares; 2026Q1: 1,499 shares 1,499 $233K 0.02% +103 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 627 shares; 2024Q4: not reported; 2025Q1: 672 shares; 2025Q2: 707 shares; 2025Q3: 742 shares; 2025Q4: 794 shares; 2026Q1: 851 shares 851 $231K 0.02% +57 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $230K 0.02% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 914 shares 914 $228K 0.02% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,248 shares; 2024Q4: 5,240 shares; 2025Q1: 5,801 shares; 2025Q2: 6,013 shares; 2025Q3: 6,256 shares; 2025Q4: 6,711 shares; 2026Q1: 7,096 shares 7,096 $227K 0.02% +385 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 614 shares; 2025Q4: 667 shares; 2026Q1: 716 shares 716 $225K 0.02% +49 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,345 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 372 shares 372 $222K 0.02% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,947 shares 1,947 $220K 0.02% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,647 shares; 2025Q2: 2,606 shares; 2025Q3: 2,697 shares; 2025Q4: 2,783 shares; 2026Q1: 2,907 shares 2,907 $219K 0.02% +124 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 414 shares; 2025Q1: 455 shares; 2025Q2: 481 shares; 2025Q3: 526 shares; 2025Q4: 563 shares; 2026Q1: 618 shares 618 $219K 0.02% +55 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,306 shares 4,306 $218K 0.02% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 566 shares; 2026Q1: 607 shares 607 $218K 0.02% +41 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,369 shares; 2025Q4: 1,487 shares; 2026Q1: 1,597 shares 1,597 $216K 0.02% +110 Timeline EBS EMERGENT BIOSOLUTIONS INC More: the full row for EMERGENT BIOSOLUTIONS 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: 11,962 shares; 2025Q3: 10,180 shares; 2025Q4: 10,601 shares; 2026Q1: 25,782 shares 25,782 $214K 0.02% +15,181 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,265 shares 1,265 $214K 0.02% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,254 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,351 shares 3,351 $213K 0.02% new Timeline TALO TALOS ENERGY INC More: the full row for TALOS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,507 shares 13,507 $213K 0.02% new Timeline IHS IHS HOLDING LIMITED More: the full row for IHS HOLDING LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,067 shares; 2026Q1: 25,853 shares 25,853 $213K 0.02% +13,786 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 355 shares; 2025Q4: 369 shares; 2026Q1: 392 shares 392 $211K 0.02% +23 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 709 shares; 2025Q1: 985 shares; 2025Q2: 1,117 shares; 2025Q3: 1,218 shares; 2025Q4: 1,346 shares; 2026Q1: 1,685 shares 1,685 $210K 0.02% +339 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,280 shares 8,280 $210K 0.02% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 919 shares; 2025Q3: 965 shares; 2025Q4: 1,108 shares; 2026Q1: 1,199 shares 1,199 $209K 0.02% +91 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,317 shares; 2025Q4: 11,056 shares; 2026Q1: 11,858 shares 11,858 $208K 0.02% +802 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,471 shares; 2025Q4: 1,604 shares; 2026Q1: 1,735 shares 1,735 $205K 0.02% +131 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 882 shares 882 $205K 0.02% new Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,432 shares 4,432 $203K 0.02% new Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL 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: 16,037 shares; 2025Q3: 17,315 shares; 2025Q4: 21,612 shares; 2026Q1: 38,616 shares 38,616 $178K 0.02% +17,004 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 10,211 shares 10,211 $176K 0.02% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES 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: 10,806 shares 10,806 $169K 0.02% new Timeline DHC DIVERSIFIED HEALTHCARE TR More: the full row for DIVERSIFIED HEALTHCARE 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: 10,202 shares; 2026Q1: 22,298 shares 22,298 $148K 0.01% +12,096 Timeline NRDS NERDWALLET INC More: the full row for NERDWALLET 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: 11,425 shares 11,425 $119K 0.01% new Timeline FPH FIVE POINT HOLDINGS LLC More: the full row for FIVE POINT HOLDINGS LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,969 shares 19,969 $96.7K 0.01% new Timeline DCH DAUCH CORP More: the full row for DAUCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,759 shares 13,759 $81.6K 0.01% new Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,086 shares; 2024Q4: 107,371 shares; 2025Q1: 163,895 shares; 2025Q2: 69,386 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,179 shares 10,179 $72.2K 0.01% new Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,147 shares; 2025Q1: 12,943 shares; 2025Q2: 14,741 shares; 2025Q3: 15,495 shares; 2025Q4: 16,603 shares; 2026Q1: 17,807 shares 17,807 $65.2K 0.01% +1,204 Timeline BMBL BUMBLE INC More: the full row for BUMBLE 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: 18,822 shares 18,822 $61.4K 0.01% new Timeline OSUR ORASURE TECHNOLOGIES INC More: the full row for ORASURE 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: 13,036 shares; 2025Q3: 16,620 shares; 2025Q4: 18,201 shares; 2026Q1: 19,002 shares 19,002 $57K 0.01% +801 Timeline RNW RENEW ENERGY GLOBAL PLC More: the full row for RENEW ENERGY GLOBAL 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: 11,615 shares 11,615 $53.2K 0.01% new Timeline TBLA TABOOLA.COM LTD More: the full row for TABOOLA.COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,062 shares 14,062 $43.6K <0.01% new Timeline